03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
providing building permits within one to
two days.
ePermit Center and ProjectDox which
limited the face-to-face meetings,
Currently the program is operating
electronically and is experiencing a
moderate level of use.
EP-4 lnventory of Developable Sites
Develop and maintain an inventory of
developable sites to encourage the
development of key new industries.
Ongoing The Community Development Department
has developed a citywide database of
vacant and underutilized land and broken it
into separate categories for commercial
and residential land.
CDD
ts
(Supporting
Depart.)
EP-5 Folsom Tourism Bureau
Coordinate with the Folsom Tourism
Bureau on strategies to attract visitors to
Folsom. The City shall invite
representatives from the Folsom Tourism
Bureau to regularly brief the Folsom City
Council on programs and strategies.
Ongoing The City coordinates regularly with the
Folsom Tourism Bureau, the Folsom
Historic District Association, and the
History District Marketing Coalition on
pa rtnership opportu nities to attract
visitors to Folsom. lnitiatives since
2020/2021. included a shop/support local
campaign, joint social media tourism
ma rketing cam paigns, new "visitors"
section of the City of Folsom website, and
an economic development website.
City
Manager
CDD
P&R
(Supporting
Depart.)
Natural and Cultural Element
L
NCR- Urban Forest Plan
Develop and maintain an Urban Forest
Plan.
202t-
2025
No action taken in 2022 CDD
NCR-
2 Maintain GHG Emissions lnventory
Review and update the City's GHG
emissions inventory for municipal and
communitywide GHG emissions every five
Vears at a minimum.
2021.-
2O2s/
2026-
2040
No action taken in 2022
CDD
NCR.
3 Creek Week
Sponsor a citywide volunteer creek clean-
up daV during "Creek Week."
Annual Creek Week organized activities and clean-
up events were again cancelled in 2022 as
a result of Covid-19.
As an alternative, a creek maintenance
project was included as part of lhe 2022
Community Service Day projects.
Additionally, in 2022 the Public Works
Department provided supplies and support
to residents that volunteered to maintain
various creeks during the year.
Parks and
Rec
Public Works
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of I mplementation Responsible Dept./Support
Dept.
NCR-
4 Cultural Resources lnventory
Maintain and implement a cultural
resource inventory to identify, evaluate,
register, and protect Folsom's cultural
resou rces.
Ongoing The City continues to maintain and
implement a cultural resource inventory to
protect Folsom's cultural resources.
ln 2022, the Historic District Commission
approved the Folsom State Prison for
listing on the City of Folsom Cultural
Resource lnventory.
ln addition, the City of Folsom recently
accepted a declaration of covenants and
restrictions in the Folsom Plan Area White
Rock Springs Ranch neighborhood that
encompasses the white rocks of white rock
road as well as interpretive signage around
the homestead that previously occupied
that area,
CDD
P&R
(Supporting
Depart.)
NCR-
5 Historic Preservation Master Plan
Maintain and implement the Historic
Preservation Master Plan.
Ongoing The City continues to maintain and
implement the Historic Preservation
Master Plan.
Due to existing and future maintenance
needs, a Historic Building assessment was
completed for the city-owned Depot
Buildine in the Historic District.
CDD
NCR-
6 Lighting Design Standards
Establish consistent lighting standards for
outdoor lighting of city development to
reduce high-intensity nighttime lighting
and glare. These standards shall be
consistent with the Folsom Plan Area
Specific Plan Community Design
Guidelines. Additional standards shall be
considered, including the use of automatic
shutoffs or motion sensors for lighting
features to further reduce excess nighttime
light.
To reduce impacts associated with light and
glare, the City will require the following
lighting standards:
2021.-
2025
The Parks and Recreation Department has
developed outdoor sports field lighting
system standards that require high quality
on-field performance, environmental
sensitivity to the surrounding area, energy
efficiency, spill and glare control and field
management solutions including remote
monitoring and management of sports
field lighting. ln addition, the Parks and
Recreation Department has developed
lighting standards for park facilities,
including parking-lot lighting. All lighting
systems are required to be LED, capable of
going into energy conservation mode
(reduced power use) and include spill and
glare control.
CDD
P&R
(Supporting
Depart.)
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 3"1 ,2022 Appendix A
Action
No
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
NCR-
6 Cont,
. Shield or screen lighting fixtures to
direct the light downward and
prevent light spill on adjacent
properties.
o Place and shield or screen flood
and area lighting needed for
construction activities and/or
security so as not to disturb
adjacent residential areas and
passing motorists.
o For public street, building, parking,
and landscape lighting in
residential neighborhoods,
prohibit the use of light fixtures
that are of unusually high intensity
or brightness (e.9., harsh mercury
vapor, low-pressure sodium, or
fluorescent bulbs) or that blink or
flash. For public parks and sports
facilities, the City will use the best
light and glare control technology
feasible, along with sensitive site
design.
Use appropriate building materials (such as
low-glare glass, low-glare building glaze or
finish, neutral, earth-toned colored paint,
and roofing materials), shielded or
screened lighting, and appropriate signage
in the office/commercial areas to prevent
light and glare from adversely affecting
motorists on nearby roadways.
NCR-
7 Management of lnadvertently Discovered
Cultural Resources
Develop a program for the management of
inadvertently discovered cultural
resources. The program will consist ol but
will not necessarily be limited to the
following standards:
20L8-
2020
The Community Development Department
requires (as a condition of approval for
tentative maps) that projects conduct
construction worker awareness training,
conduct on-site monitoring if required,
stop work if cultural resources are
discovered, assess the significance of the
find, and perform treatment or avoidance
as required.
CDD
P&R
(Supporting
Depart.)
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
NCR-
7 Cont.
The City will require, through permit or
tentative map conditions or contractual
obligations, that in the event of any
inadvertent discovery of archaeological
resources, all such finds will be subject to
PRC 21083.2 and CEQA Guidelines L5064.5.
Procedures for inadvertent discovery are
listed below.
ln the event ofthe inadvertent discovery of
previously unknown archaeological sites
during excavation or construction, all
construction affecting the site shall cease
and the contractor shall contact the City.
o All work within 100 feet of the find
will be halted until a professional
archaeologist can evaluate the
significance of the find in
accordance with NRHP and CRHR
crite ria.
lf any find is determined to be significant by
the archaeologist, representatives of the
City will meet with the archaeologist to
determine the appropriate course of
action. lf necessary, a Treat,ment Plan will
be prepared by an archeologist, outlining
recovery of the resource, analysis, and
reporting of the find. The Treatment Plan
will be submitted to the City for review and
approval prior to resuming construction.
No cultural resources were inadvertently
discovered through any City construction
project or maintenance activities in 2022.
NCR-
8 Management of Paleontological
Resources
Develop a program for the management of
paleontological resources. The program
will consist ol but will not necessarily be
limited to, the following standards and
requirements: Prior to approval of a
discretionary project, it shall be
determined through literature review and
records research, the paleontological
sensitivitv of the geologic units affected by
20L8-
2020
The Commu nity Development Department
requires (as a condition of approval for
tentative maps) that projects conduct
construction worker awareness training,
stop work if paleontological resources are
discovered, assess the significance of the
find, and prepare and implement a
recovery plan as required.
CDD
P&R
(Supporting
Depart.)
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03/28/2023 Item No.9.
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Action
No
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Dept.
the project. lf paleontological resources
may be present, conditions will be added to
the project approval to monitor for and
salvage paleontological resources during
grou nd-distu rbing activities.
No paleontological resources were
discovered through any City construction
projects or maintenance activities in 2022.
Public Facilities and Services Element
PFS-1 Capital lmprovement Plan
Update the Capital lmprovement Plan (ClP)
biannually to ensure the implementation
and adequacy of the plan.
20L8-
2020/
2021-
2O2s/
2026-
2040
The City's Capital lmprovement Plan was
updated in conjunction with the annual FY
2022-23 Budgeting process.
ln 2022, the Fire Department completed
design concepts for Fire Station 34 in the
Folsom Plan Area. The new 13,932-square-
foot fire station has been designed to be
consistent with Fire Station 39 in Empire
Ranch. The construction phase will
commence in Spring of 2023 with an
anticipated completion late December of
2023.
ln addition, the Police Department
continued efforts in 2022 for a 12,000-
square-foot addition to the Police
Department facility. When funded, this
addition will house a state-of-the-art
communications center and fulfill future
needs of the department. Additionally, PD
researched other options including utilizing
vacant city buildings to create police
substations allowing for improved
response times and higher visibility for PD
staff.
Public Works
Finance
P&R
EWR
(Arl
Departments
are
supporting)
PFS-2 Arts and Culture Master Plan
Review and update an Arts and Culture
Master Plan every five years. As part of the
Plan, prepare guidelines for plaques, signs,
and other displays in public spaces to
increase awareness of such cultural and
historic sites and events.
20L8-
2020/
202L-
2O2s/
2026-
2040
The Arts and Culture Master Plan was
updated and approved on March 8, 2018.
The master plan determines the vision,
value, and goals in providing art and
cultural services to the city. The master
plan is on a schedule to update every 10
years with the next update to occur priorto
2028.
P&R
CDD
(Supporting
Depart.)
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Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
PFS-3 Public Art Guidelines
Review and update every five years
guidelines regarding permanent artwork in
public spaces.
2018-
2020/
2021.-
2O2s/
2026-
2040
The Parks and Recreation Department
currently has public art guidelines for all
proposed permanent artwork in public
spaces in the city. These guidelines were
reviewed and updated in 2018. The 2018
guidelines were reviewed and approved
with no changes by the Folsom Arts and
Cultural Commission on September 8,
2022.
P&R
CDD
(Supporting
Depart.)
PFS-4 Water Master Plan
Continue to review and update the City's
Water Master Plan at least every five years
consistent with the land use patterns and
densities/intensities provided for in the
General Plan.
2021-
2O2s/
2026-
2040
The Water Master Plan was updated in
2OL7 and approved by City Council on
November 'J.L, 2OI7 by Resolution No.
10028. The next update will occur
sometime in 2023.
EWR
Public Works
(Supporting
Depart.)
PFS-5 Urban Water Management Plan
Review and update the Urban Water
Management Plan at least every five years,
as required by the Urban Water
Management Planning Act.
202L-
2O2s/
2026-
2040
The Urban Water Management Plan
(UWMP) was updated in 2021, and
approved by City Council on June 8,2O2L
by Resolution No. 1-0643. The next update
is currently in process and scheduled to be
completed by July 'J,,2026.
EWR
Public Works
P&R
(Supporting
Depart.)
PFS-6
PFS-5
Cont.
Water Management Programs
Maintain its water management programs,
including its commercialwater audits, large
landscape irrigation audits, rebates, and
education.
Ongoing Audits
ln 2022, the Water Management Division
completed 256 Audits (Water Wise
Housecalls).
Rebates and Education
ln 2022, the Water Management Division
conducted 3435 water waste interventions
with 306 formal water waste citations;
conducted 10 community outreach events,
reaching about 1218 people; and staff
attended 34 educational events. ln
addition, rebates were issued for 190 high
efficiency toilets, 105 turf replacements,
and 49 irrigation efficiency upgrades. Also,
in 2022, direct purchase programs
accounted for 2!0 Rachio Wi-Fi lrrigation
controllers and 403 Flume flow measuring
devices installed.
EWR
P&R
(Supporting
Depart.)
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General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
PFS-7 Sanitary Sewer Management Plan
Review and update Sanitary Sewer
Management Plan at least every two years
as required by State Water Resources
Control Board's General Waste Discharge
Requirement Order.
20L8-
2O2O/
2021.-
2O2s/
2026-
2040
The Sanitary Sewer Management Plan was
updated on July 23,2Ot9 by Resolution No.
tO3I2. The next update will occur
sometime in2024. Public Works
PFS.8 Maintenance Permits
Obtain State and Federal permits for
maintaining all floodways and detention
basins and keep these facilities free of flood
obstructions.
Ongoing The City has an active City's Routine
Maintenance Agreement (1600-2014-
0197-R2) with California Department of
Fish and Wildlife for the express purpose
of conducting routine maintenance
activities within the City of Folsom and its
natural watercourses and tributaries,
including detention basins,
ln 2022, seven projects were undertaken
by the City utilizing the City's Routine
Maintenance Agreement. The projects
included using professiona I grazing
services for invasive plant control in open
spaces including some detention basins
and clearing beaver dams and other
obstructions from sections of Humbug
Creek, Willow Creek, and their associated
tributaries.
Public Works
PFS-9 Fire Service Delivery Plan
Review and update every three years the
Fire Service Delivery Plan to define the
future fire protection service needs of the
city.
Ongoing The Fire Service Delivery Plan (now known
as the "Fire Department Strategic Plan")
was completed in 2O2O and is posted on
the City's website.
Fire
Department
PFS-
10 City Energy Use Procedures
Develop energy use/plug load procedures
for City facilities and engage employees in
the implementation process.
Ongoing ln 2020, the city hired a new Facilities
Supervisor and began to explore an HVAC
Control System for City Hall and
implementing appropriate load standards
to be more efficient.
P&R
PFS-
Ll
Evaluate Automating Energy Use
Systematically evaluate effectiveness of
existing systems to automate energy use
and implement energy conservation
measures such as automatic HVAC system
shutdowns, additional room lighting
Ongoing |n2021-the City received 5550,000 in ARPA
funding to replace and modernize the
HVAC system at City Hall which will allow
for automating the energy use with
improved software control systems.
P&R
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Action
No
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
sensors, automatic computer shutdowns,
or any other identified energy reduction
opportunities.
Facilities maintenance staff is currently
working with a consultant on design and
engineering for a replacement HVAC and
boiler system for City Hall.
PFS-
t2
Evaluate Energy Use
Evaluate facilities energy use to identify key
areas where energy upgrades are needed
and consider lighting retrofits, building
weatherization, and mechanical/HVAC
upgrades
Ongoing The City plans to replace and update the
HVAC at City Hall. Once the unit is
replaced and modernized, the energy use
at City Hall will be re-evaluated to show
the improvements that were achieved.
Facilities maintenance staff is currently
working with a consultant on design and
engineering for a replacement HVAC and
boiler system for City Hall,
P&R
PFS-
13 Streetlight Retrofit
Continue to retrofit streetlights with light-
emitting diode (LED) fixtures for energy
efficiency and reduced maintenance
Ongoing ln2022, the Municipal Landscape Services
Division retrofitted approximately 150
streetlights from 100W HPS to 66W LED in
various landscape and lighting districts. ln
addition, the Public Works Department
converted 90 streetlights to LED along
major corridors and city-maintained
neighborhoods.
Public Works
P&R
PFS-
t4
PFS-14. Energy Efficient Fleet
Continue purchasing alternative
fue/technology vehicles when replacing
vehicles in existing fleet. Use high-
performance renewable diesel in 100
percent of existing (201.4) and future diesel
on-road vehicles and convert entire on-
road gasoline vehicles to electric by 2035
Ongoing ln 2021, the Waste and Recycling Division
received the City's first all-electric vehicle,
and the Water Conservation Division
received a hybrid. The Fleet Division is
continuing to transition the light duty fleet
to energy efficient alternatives. Four
additional hybrid orders and seven all
electric orders, including six patrol vehicles,
were completed in 202L. Delivery of all
seven of these were expected within 2022
but delayed due to supply chain issues.
ln addition, the Parks and Recreation
Departments placed an order for four EV
replacement vehicles in 2022. Again,
supply chain issues have delayed receipt
ofthese EVs.
Public Works
P&R
CDD
EWR
(Supporting
Depart.)
S:\General Plan Update-Annual Report 2}22/lmplementation Chart 031323
03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
PFS-
15 Reduce VMT in City Operations
Take actions to reduce vehicle miles
traveled related to city operations.
Potential actions may include:
r lnstall timer locks on all City owned
restroom facilities - reducing the
vehicle travel needed to manually
lock/u n lock these facilities.
r Revise City Design Review process
so employees only need to Post a
notice at the site once.
Allow online credit card payments for
certain CDD Permits - reducing applicant
need to drive to City Hall.
Ongoing The City of Folsom continues to take
actions to reduce VMT related to city
operations.
ln 2022, the Community Development
Department launched its new electronic
permitting and plan review system
(ComDev). This system in conjunction with
ProjectDox (plan review system launched
in 2O2O) enables applicants to submit
applications and plans electronically to the
City for review instead of requiring them to
print them out and deliver them to City
Hall. These measures not only reduce VMT,
but also lessen the cost and time involved
in the development review process.
ln addition, Public Works Traffic Signal
Maintenance continues to expand its
remote monitoring system to allow for
remote access to traffic signals in the event
of calls for service. This allows Traffic Signal
Technicians remote access to traffic signals
from anywhere in the City so they do not
have to drive to the specific location for
certain maintenance calls.
Public Works
CDD
P&R
(Supporting
Depart.)
PFS-
15 PACE Program
Continue to assist in implementing the
Property Assessed Clean Energy (PACE)
programs to facilitate energy conservation
financing in Folsom.
2018-
2020
The City of Folsom continues to assist in
implementing Property Assessed Clean
Energy (PACE) programs to facilitate
energy conservation financing in Folsom.
There are currently several PACE programs
available to Folsom homeowners and
businesses.
CDD
PFS-
L7
Partnerships for Energy Conservation
Work with regional partners and local
energy utilities (e.g., Sacramento Municipal
Utility District [SMUD] and Pacific Gas &
Electric Company tPG&El) to promote,
develop, maintain, and implement energy
conservation and efficiency programs.
These could include residential and
commercial programs that provide rebates
Ongoing The City of Folsom continues to work with
regional partners and local energy utilities
to promote, develop, and implement
energy conservation and efficiency
programs.
Public Works
CDD
P&R
(Supporting
Depart.)
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Actlon
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
and financing for energy efficiency
upgrades to existing homes and
commercial buildings, SMUD's Greenergy
and carbon off-set program, photovoltaic
system retrofits, and other applicable
programs.
PFS-
18 Neighborhood Cleanup Program
Collect bulky waste (e.g., lumber, furniture,
tires) from Folsom residents to maintain a
clean, attractive city.
Ongoing The City of Folsom continues to provide
bulky waste collection to Folsom residents.
ln 2022, the Waste and Recycling Division
completed over 9,944 bulky waste pickups
and collected 1,680 tons of waste, The
Division also began separating the organic
waste from this program for recycling.
Public Works
PFS-
19 Recycling Containers
Expand the number of recycling containers
at City facilities and properties to capture
more recyclables that are currently going
to the landfill.
20L8-
2020
ln early 2022 the Waste and Recycling
Division completed the distribution of
organics containers to all City facilities.
Public Works
PFS-
20 Reduce Waste in City Facilities
Reduce waste diverted to the landfill by
expanding the use of automatic hand
dryers in bathrooms, as well as setting
printer defaults to double-sided printing.
2018-
2020
ln 2022, the City continued the waste
reduction practices in accordance with the
procurement policy revised in 2021-. ln
2020, the CDD Department implemented
electronic plan check through the use of
ProjectDox, which reduces the amount
paper printed and diverted to landfills. ln
March of 2022, the City launched the new
ComDev permitting system, which allows
for the submittal, payment, and issuance of
building permits completely paperless.
ln 2022, the Parks and Recreation
Department adopted a new standard that
requires all new park facilities to include
recycling facilities in addition to solid waste
facilities.
Public Works
P&R
(Supporting
Depart.)
PFS-
27 M.O.W.E.R. Program
Provide education on composting and
grass cycling to the public through the
Minimizing Organic Waste with Education
and Recyclinc (M.O.W.E,R.) program.
Ongoing The Waste and Recycling Division hosted
two public workshops in 2022 to educate
residents about backyard composting and
grass cycling.
Public Works
PFS-
22 Renewable Energy in City-Operated
Buildings
Ongoing ln 2022, the Fire Department completed
design concepts for Fire Station 34 in the
P&R
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Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
Strive to supplement 25 percent of City-
owned building energy demand through
on-site or off-site renewable energy
sources. On-site sources may include solar
panels or other types of renewable energy
systems on rooftops or parking areas, and
on-site energy storage. Off-site sources
could include combinations of equivalent
renewable energy generation systems,
power purchase agreements, or other off-
site programs offered by energy utilities
(e.g., SMUD's Greenergy or SolarShares
programs).
Folsom Plan Area. The new L3,932-square-
foot fire station has been designed to be
solar panel ready for future rooftop solar
panel installation.
Public Works
(Supporting
Depart)
PFS-
23 High-Efficiency or Alternatively-Powered
Water Heater Replacement Program
Provide educational material and
information on the City's website, as well
as through the permit and building
department, on the various high-efficiency
and alternatively-powered water heat
replacement options available to current
homeowners considering water heater
replacement; develop appropriate
financial incentives, working with energy
utilities or other partners; and, streamline
the permitting process. Replacement water
heaters could include high-efficiency
natural gas (i.e., tankless), or other
alternatively-powered water heating
systems that reduce or eliminate natural
gas usage such as solar water heating
systems, tankless or storage electric water
heaters, and electric heat pump systems.
Ongoing The City hosts relevant links on the city
website directing people to the SMUD
program for water heater rebates for
efficient replacement units.
CDD
Public Works
(Supporting
Depart.)
PFS-
24 Energy Efficiency and Renewable Energy
Retrofits and Programs
Strive to increase energy efficiency and
renewable energy use in existing buildings
through participation in available
programs. Actions include:
. Establish a dedicated City program
with a clear intent to provide
Ongoing The City continues to limit the Building
Permit fee for PV solar retrofit projects as
determined by State legislation, ln
addition, the City created and
maintains streamlined plan review and
processing service for Residential Electric
Vehicles and Residential Solar Photovoltaic
and ESS systems. The streamlined service
includes step-bv-step guides, checklists
CDD
Public Works
(Supporting
Depart.)
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
a
support and promote available
green building and energy retrofit
programs for existing buildings.
lncentivize solar installation on all
existing buildings that undergo
major remodels or renovations and
provide permit streamlining for
solar retrofit projects.
r Provide rebates or incentives to
existing SM UD customers for
enrolling in the existing Greenergy
program.
. Provide education to property
owners on low-interest financing
and/or assist property owners in
purchasing solar photovoltaics
through low-interest loans or
property tax assessments.
Continue to work with SMUD and other
private sector funding sources to increase
solar leases or power purchase agreements
(PPAs).
and key information required to ensure
complete submittals are provided to
expedite the intake, plan review and
processing process. Plan review timelines
for both projects are reduced to up to 4
days and fees are in alignment with State
legislation.
For new residential projects, the City
informs and educates applicants on cost
saving programs such as the SMUD
SolarShares Program.
PFS-
25 Zero Net Energy Development
Adopt an ordinance to require ZNE for all
new residential construction by 2O2O and
commercial construction by 2030, in
coordination with State actions to phase in
ZNE requirements through future triennial
building code updates.
2018-
2O2O/
2026-
2040
ln January of 2020, the City of Folsom
adopted the 2019 California Energy Code
which has incorporated the State of
California's energy efficiency goal to have
LOO% of new homes in California achieve
ZNE. ln addition, this cycle of the California
Energy Code stepped up energy efficiency
of commercial buildings and has targeted
ZNE for commercial construction in 2030.
CDD
PFS-
26 Renewable Diesel
Revise the City of Folsom's Standard
Construction Specifications to require that
all construction contractors use high-
performance renewable diesel for both
private and City construction. Phase in
targets such that high-performance
renewable diesel would comprise 50
2026-
2040
ln 2020, the City revised Folsom's Standard
Construction Specifications to require all
construction contractors to use high-
performance renewable diesel for both
private and City construction. As such,
high-performance renewable diesel must
comprise 50 percent of construction
equipment diesel usage for projects
CDD
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
percent of construction equipment diesel
usage for projects covered under the
specifications through 2030, and 100
percent of construction equipment diesel
usage in projects covered under the
specifications by 2035.
For projects subject to CEQA seeking to
streamline GHG onalysis consistent with
the General Plon, the use of high-
performance renewoble diesel would be
required consistent with the obove torgets.
covered under the specifications through
2030.
PFS-
27 Reduce Water Consumption in New
Development
Encourage water efficiency measures for
new residential construction to reduce
indoor and outdoor water use. Actions
include promote the use of higher
efficiency measures, including: use of low-
water irrigation systems, and installation of
water-efficient appliances and plumbing
fixtures. Measures and targets can be
borrowed from the latest version of the
Guide to the California Green Building
Standards Code (lnternational Code
Council)
For projects subject to CEQA seeking to
streomline GHG onalysis consistent with
the generol plon, compliance with
CALGreen Tier 1 Woter Efficiency and
Conservotion meosures would be required.
Ongoing The Com mu nity Development Department
requires (as a condition of approval)that all
new residential developments install
water-efficient fixtures and appliances and
that landscape plans comply and
implement water efficient requirements as
adopted by the State of California
(Assembly Bill 1881) (State Model Water
Efficient Landscape Ordinance).
CDD
Parks and Recreation Element
PR-1 Parks and Rec Master Plan
Review and update every five years the
Parks and Recreation Master Plan to carry
out the goals of the General Plan and
ensure that the parkland resources and
recreation programs are sufficient to
maintain Folsom's high quality of life.
2021.-
2O2s/
2026-
2040
The Parks and Recreation Master Plan is
proposed to be updated in 2023-24. The
updated master plan will reevaluate the
status of park development, the estimated
cost of developing remaining parks, and
recommendations on the prioritization of
undeveloped parks.
P&R
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Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
PR-2 Alternative Funding Sources
Examine the feasibility of establishing
alternative sources of funding for the
acquisition, development, and renovation
of parklands and financing for expanded
recreation programs.
202r-
2025
ln 2019, the Parks and Recreation
Department identified a significant funding
gap for future park development and
renovation. The Parks and Rec Master Plan
Update (planned for completion in 2023-
24) will inform future funding priorities for
the completion of unfinished parks and
development of new parks.
P&R
PR-3 Governmental Coordination
Coordinate with County, State, Federal,
and regional agencies to achieve the goals
and policies of the Parks and Recreation
Element, including improved public access
to the riverfront area for recreation.
Ongoing ln 2022, The Community Development
Department acquired a consultant to
steward the river district master plan. P&R
PR-4 Recreation Activity G uide
Maintain and implement an activity guide
for recreation programs, leagues, and
special events at a minimum of two times
per year.
Ongoing ln2O22, the Parks and Recreation
Department published 4 editions
(summer camps, fall, winter/spring) of the
Recreation Activity Guide.
P&R
Safety and Noise Element
sN-1 Adopt a Noise Reduction Program
Adopt a citywide noise reduction program
to reduce traffic noise levels along
roadways where significant increases in
traffic noise levels are expected to occur.
The program shall include, but shall not be
limited to, the following specific elements
for noise abatement consideration where
reasonable and feasible:
r Noise barrier retrofits;
. Truck usage restrictions;
o Reduction of speed limits;
r Use of quieter paving materials;
r Building fagade sound insulation;
o Traffic calming;
r Additional enforcement of speed
limits and exhaust noise laws; and
Signaltiming.
202r-
2025
ln 2020, the Public Works Department
completed a citywide update of posted
speed limits and continued to adjust signal
timing based on changes in traffic
conditions.
The Folsom Police Department continues
to educate drivers on and enforce traffic
laws within the City. These laws include
driving off posted truck routes, speed
limits, and modified exhaust. The traffic
bu reau performed selected enforcement
of motorcycle safety/motorcycle exhaust
violations during the months of May and
August of 2022. Violators cited for vehicle
codes regarding modified exhaust systems
are sent to the Bureau of Automotive
Repair (BAR) for inspection and
compliance under the vehicle code.
CDD
Public Works
Police
Department
(Supporting
Depart.)
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Action
No
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
sN-2 Emergency Operations Plan
Review and update every five years the
emergency operations plan, which
addresses medical care, escape routes,
mutual aid agreements, temporary housing
and communications.
2018-
2020/
2021-
2025
The Fire Department completed the
Emergency Operations Plan in 2020 and it
is posted on the City's website.
Both the Police and Fire Departments
referred to portions of this plan during the
COVID-19 pandemic and it was utilized for
obtaining and distributing personal
protective equipment to our residents.
Police Dept
Fire Dept
(Ail
Departments
are
Supporting)
sN-3 Community Emergency Response Team
Support the Community Emergency
Response Team (CERT) program to prepare
residents in the event of a disaster,
Ongoing The Fire Department trains community
members every year as part of the CERT
team. The Folsom CERT team activates
multiple times every year to support the
Fire Department and the City of Folsom on
multiple emergency and non-emergency
events, ln 2022 there were approximately
40 active CERT team members.
Police Dept
Fire Dept
sN-4 Multi-Hazard Mitigation Plan
Review and update every five years the on-
going hazard assessment as part of the
Sacramento County Multi-Hazard
Mitigation Plan.
Ongoing The City participated with Sacramento
County and other local jurisdictions to
update the Sacramento County Multi-
Jurisdictional Local Hazard Mitigation Plan
(LHMP). The updated plan was completed
in September 2O2L and approved pending
adoption by FEMA in December 2021,. The
updated LHMP was adopted by City Council
in February 2022.
Public Works
sN-5 Community Wildfire Preparedness Plan
Review and update every five years the
Community Wildfire Preparedness Plan
(CWPP) to help reduce the risk of
catastrophic wildfires in the community.
Ongoing The Fire Department updated the
Community Wildfire Protection Plan and
incorporated it into the City Emergency
Operations Plan as an Appendix. The
review process is scheduled for2O23.
Members of the Police Department's
Neighborhood Services Bureau were
deployed to educate and enforce city
ordinances prohibiting camping in open
spaces that were deemed as high danger
areas. Due to these campaigns, the
number of wildfires seen within the City
was drastically reduced. From 2021' to
2022, there was about an 85% drop in
vegetation fire responses.
Fire Dept
P&R
(Supporting
Depart.)
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
ln addition, the Parks and Recreation
Department continues implementation of
the Defensible Space and Vegetation
Management Plan to address ladder fuel
and open space management by focusing
on the use of sustainable sources such as
goats/sheep for weed abatement and
staggered work zones to spread out the
impact of traditional means of ladder fuel
work. The Plan is an on-going collaboration
with City Fire Department and Cal Fire.
On June 23,2022, the received a SZZS,000
grant from FEMA (with the City matching
593,000) for reduction of ladder fuels and
creation of defensible space.
sN-5 Hazardous Materials
Maintain a hazardous materials program
that ensures residents and businesses
dispose of hazardous materials properly.
The program should allow residents and
businesses to schedule pick up of their
hazardous materials by the City and
educate residents on what the City
considers haza rdous waste.
Ongoing The City of Folsom continues to provide
education and collection of household
hazardous materials to Folsom residents
and businesses. The Waste and Recycling
Division completes approximately 4,000
appointments each yea r.
Public Works
sN-7 Reduce Aircraft Noise
Continue to collaborate with Sacramento
County to reduce noise levels from air
traffic in Folsom.
Ongoing The City of Folsom continues to collaborate
with Sacramento County to reduce noise
levels from air traffic in Folsom.
CDD
sN-8 Review Evacuation Plan and Routes
Analyze the capacity, safety, and viability of
the City's evacuation routes under a
range of emergency scenarios annually, as
part of the annual review of the City's
Emergency Operations Plan
Annual The Folsom Police and Fire Departments
continually review and update evacuation
routes within the City in order to mitigate
potential bottlenecks should an emergency
evacuation become necessary.
CDD
Fire Dept
Police Dept
Public Works
(Supporting
Depart)
SN-9 Update Stormwater and Flood Standards
Review and update, as needed, the City's
Design and Procedures Manuals and
lmprovement Standards to address the
increased intensity, duration, and
2021.-
2025
No action taken in 2022. CDD
Public Works
(Supporting
Depart.)
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Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible oepi./support
Dept.
frequency
of future flood events.
sN-
10 Conduct Outreach on Wildfire Smoke
Protection
Conduct outreach to educate all residents
including vulnerable populations (e.9.,
youth and seniors) with strategies to
protect themselves and their homes from
the increased impacts from wildfire smoke.
2026-
2040
The Sacramento Metropolitan Air Quality
Management District published its Wildfire
Smoke Air Pollution Emergency Plan for
Sacramento in September 2022. Staff
provides information, shelter locations,
and personal protective equipment to
affected community members when
needed.
Fire Dept
Police Dept
sN-
TL
Upgrade Existing Heat Sensitive
lnfrastructure
Upgrade existing heat-sensitive
infrastructure (e.9., roadways, bridges) in
the city to withstand the future intensity
and frequency of extreme heat events
2026-
2040
New Program. No action taken in 2022.
Public Works
EWR
sN-
L2
Update Design Standards
Review and update, as needed, relevant
climate-related design standards (e.9.,
heating and cooling) and building code
requirements to ensure development can
withstand future extreme heat events
202L-
2025
New Program. No action taken in 2022
CDD
Public Works
sN-
13 Coordinate with Regional Agencies
Coordinate with regional service providers
including Sacramento Municipal Utility
District and Sacramento Regional Transit
District to implement infrastructure
updates for systems outside the City's
jurisdiction to prepare for climate change
impacts (e.g., extreme heat, larger storm
events)
2026-
2040
New Program. No action taken in 2022
Public Works
sN-
t4
lmplement a Cool City Strategy
Develop and implement a Cool City
Strategy, in coordination with the
Sacra mento Metropolitan Air Qua lity
Management District, to reduce the
impacts of the Urban Heat lsland effect
The strategy shall include various
measu res including increasing
the urban tree canopy and use of cool
roofs and cool pavements as well as
increasing green space in the city
2021-
2025
New Program. No action taken in 2022.
CDD
Public Works
P&R
(Supporting
Depart)
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03/28/2023 Item No.9.
General Plan lmplementation; January 1 - December 31 ,2022 Appendix A
Action
No.
lmplementation Action Timeframe Status of lmplementation Responsible Dept./Support
Dept.
sN-
15 Conduct Educational Outreach on Extreme
Heat Events
lmplement an education and outreach
program to relevant businesses and
institutions such as residential care
facilities and schools to help protect
vulnerable populations from the increasing
intensity of extreme heat events
Ongoing ln 2O22, Folsom Police and Fire personnel
assisted with education and outreach
programs designed to protect community
members during heat related events.
Outreach was accomplished via social
media accounts (including Facebook, Nixle,
and lnstagram) and through word of mouth
primarily through our Community Crime
Suppression Team. Police and Fire
personnel also assisted in staffing
Community Cooling Centers that were set
up in response to high heat wave risk
issued by the National Weather Service.
During 2022, the city opened the Cooling
Center five times with an average of 4-8
residents visiting.
Fire Dept
Police Dept
sN-
15 Promote Cost Benefits of Reducing
Electricity Use
Work with the Sacramento Municipal
Utility District (SMUD)to promote and help
educate residents about SMUD's time-of-
day energy rates and the cost benefits of
reducing electricity use during peak
demand periods
2021-
2025
New Program. No Action taken in 2022.
CDD
S:\G e nera I Pla n U pdate-An nua I Report 2O22 / lmplementatio n Cha rt 031323
03/28/2023 Item No.9.
APPENDIX B
HOUSING ELEMENT ANNUAL PROGRESS REPORT
(EXHIBITS)
03/28/2023 Item No.9.
EXHIBIT 1
HOUSING ELEMENT IMPLEMENTATION TABLE
03/28/2023 Item No.9.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element lmplementation
(CCR Title 25 56202)
Jurisdiction Folsom
Reporting Year January l, 2022 through December 31,2022 Table D
Program lmplementation Status pursuant to GC Section 65583 Housing Programs Progres3 Report
Describe progress of all programs including local efforts to remove govemmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
H-1 Adequate Sites
Monitoring
The City shall annually update the vacant and underutilized sites inventory and make the updated inventory available on the City website. The City shall maintain adequate sites to accommodate 2,226 very low-income units, 1,341 low-
income units, and 829 moderate-income units within the
planning period. The City shall make findings related to the potential impact on the City's ability to meet its share of the regional housing need when approving applications to
rezone residentially designated properties or develop a residential site with fewer units or at a higher income than what is assumed for the site in the Housing Element sites inventory, consistent with "no-net-loss" zoning
requirements in Government Code Section 65863.
Annually
Annually - The City continues to update the residential vacant land inventory. The Vacant Land lnventory was
updated in 202'l as part of the Housing Element update and is cunently available on the City's website. For each project proposal to rezone residentially designated properties or develop a residential site with fewer units or at a higher income than what is assumed for the site in the Housing Element sites inventory, the City includes findings related to the potential impact on the City's ability to meet its share of the regional housing need, consistent with "no-net-loss" zoning requirements.
lncrease
maximum
allowable
densities by
2022: reach
out to
property
owners at
least
annually
UndeMay - |n2021, the City received three separate
Regional Early Action Planning Grant Program (REAP)
grants from Sacramento Area Council of Governments
(SACOG). The three REAP grant projects awarded will
advance the City's Housing Element goal of exploring
increased densities and updated development standards for the City's Transit Priority Areas, the East Bidwell Mixed Use Conidor, and the Town Center area of the Folsom Plan Area Specific Plan (FPASP). Key elements of this effort are
understanding appropriate design for each area, establishing design standards, and understanding how design, density, and development standards affect development economics. ln 2022, Community Development staff presented key
findings from the Targeted Multi-Family and Mixed-Use
Development Study to Planning Commission and City
Council. Based on City Council feedback staff and the
consultant team began the process of identifying the
maximum allowable densities in each targeted area in order to begin the CEQA analysis. The project is scheduled to be completed lale2023.
H-2Create
Additional Lower-
lncome Housing
Capacity
The City shall create additional opportunities for high- density housing to ensure the City maintains adequate
capacity to meet the lower-income RHNA throughout the
planning period. The City shall increase maximum
allowable densities in the East Bidwell Mixed Use Overlay, SACOG Transit Priority Areas outside the Historic District, and Folsom Plan Area Specific Plan Town Center. ln
implementing this program, the City shall strive to disperse affordable housing opportunities and avoid fair housing issues related to overconcentration" The City shall
coordinate with property owners along the East Bidwell
Street corridor and within the Transit Priority Areas to identify and pursue residential development opportunities.
The City shall review and revise Policy 4.7 of the Folsom Plan Area Specific Plan to increase the total number of dwelling units allowed in the Plan Area in order to satisfy the RHNA, as long as infrastructure needs are met. ln
addition, the City shall coordinate with property owners in the Folsom Plan Area to mitigate for the loss of lower- income housing sites to market rate housing.
l r i l,li l
i i ri.l
,lill r:iill::lii,1,,'ri'rlr"rrrlr;1i: Ir,,, i li rl t,rrl:t,llrliirlIr'1i,,1:r,jl., it,!i' il'1,{^irt,i:ilq'0, i ,i 'll)ll,1,i jr,./.1
03/28/2023 Item No.9.
Housing Programa Progress Report
housing element.
2021 and
Ongoing
Underuay - As part of the Zoning Code update, the City will consider zoning code amendments that facilitate mixed-use and high-density residential TOD opportunities. ln 2021, the City received a $90,000 non-competitive Regional Early
Action Planning Grant Program (REAP) from Sacramento
Area Council of Governments (SACOG). This grant was
used to fund a Targeted Multi-family and Mixed-use Housing Study. The study included an analysis of the economic
feasibility of multi-family and residential mixed-use
development at different densities and the results of the study will be used to establish development standards for transitoriented development.
H-3 Standards for
Transit Oriented
Development
The City shall establish development standards for transit- oriented development located within SACOG Transit
Priority Areas as part of the comprehensive zoning code update. Development standards should promote
sustainable land use practices that reduce vehicle trips and should allow for mixed-use developments as well as
stand-alone residential. ln addition, the City shall provide for CEQA streamlining consistent with the provisions of SB 375.
2022
Completed. The City of Folsom developed a two-part
design workbook as a resource for those interested in
designing and building an Accessory Dwelling Unit (ADU). ln addition to providing information on design ideas, the
workbook explains the City's review and approval process, illustrates the City's objective design standards set forth in Chapter 17.105 of the Folsom Municipal Code, and identifies recommended design styles for the Historic District.
H-4Accessory
Dwelling Unit Tools
and Resources
The City shall develop an ADU Design Workbook that
provides illustrated examples of the design standards and styles, as well as other design ideas to assist property owners, developers, and architects and to encourage
thoughtful, contexlsensitive design. The City shall
promote ADU tools and resources to homeowners
throughout the city to promote mixed-income
neighborhoods. The City shall target the production of 194 ADUs by 2029.
2024 No Action in 2022
H-5 Accessory
Dwelling Unit
lncentives
The City shall incentivize and encourage the construction of accessory dwelling units through development fee
reductions and/or waivers. The City shall pursue the
development of pre-approved plans dependent on
available grant funding or opportunities for regional
coordination through SACOG. ln addition, the City shall reach out to local lenders to encourage them to provide funding for accessory dwelling units. The City shall target the production of 194 ADUs by 2029.
Monitor on
an ongoing
basis and
determine
affordability
by 2025
The City tracks accessory dwelling units and multi-
generational housing units as part of the Housing Element Annual Report. ln 2022, the City issued building permits for '17 ADUs and 28 multi-generational housing units.
H-6Track and
Monitor Accessory
Dwelling Units and
Multi-Generational
Units
The City shall track new accessory dwelling units and multi generational housing units and shall conduct a survey
every two years to collect information on the use and
affordability of these units. Halfway through the projection period (2025) if determined these units are not meeting a lower-income housing need, the City shall ensure other
housing sites are available to accommodate the unmet
portion of the lower-income RHNA. The City shall target the production of 194 ADUs and 387 multi-generational
housing units by 2029.
2022
No Action in 2022. Currently, the City does not charge
impact fees on accessory dwelling units. ln addition, the City allows a 50% reduction in City impact fees for multi- family project studio apartment units.
H-TDevelopment
lmpact and Permit
Fees
The City shall undertake a review of its development
impact and permit fees to reconfirm the relationship
between required services and fees paid. As part of this study, the City shall review the financial needs of
affordable housing projects, determine whether or not City fees can be reduced to facilitate affordable housing
development, and identify options for the City to offset the foregone revenues from other sources.
2021
The City plans to adopt objective design standards for
multifamily development, as part of the comprehensive
zoning code update. Upon adoption ofthe zoning code, the City will rescind the Design Guidelines for Multifamily Development.
H-SObiective
Design Standards
for Multifamily
Housing
The City shall rescind the Design Guidelines for Multifamily Development upon adoption of the Housing Element and
shall adopt objective design standards for multifamily
development, as part ofthe comprehensive zoning code
update.
03/28/2023 Item No.9.
Houslng Programs Progresa Report
housing element.
ln 2021, the City contacted consulting firm, EPS, to conduct an inclusionary housing in-lieu fee study. To date, the City has not considered new revisions to the Housing
lnclusionary Ordinance.
The City shall prepare a fee study on the City's
inclusionary housing in-lieu fee to determine the financing gap or subsidy required to produce affordable units and the appropriate fee that may be charged to new housing
developments if the developer chooses to satisfy its
inclusionary requirement through in-lieu fees. Depending on the findings from the study, the City may consider
revising the Ordinance to update the methodology for
calculating the inclusionary housing in-lieu fee.
2022
H-9 Conduct
lnclusionary
Housing Fee Study
Create
educational
materials by
September
2022
Ongoing - The City distributes educational materials,
including information on the City website, social media posts, and/or brochures, to provide information on the needs and benefits of affordable housing and available resources in the city. The City website also includes homeless
resource information and refenal.
H-l0Provide
lnformation on
Affordable Housing
The City shall create and distribute educational materials, including a page on the City website, social media posts, and/or brochures, to provide information on the needs and benefits of affordable housing and available resources in the city. The City shall collaborate with local homeless service providers to provide information on homeless
needs in the city.
Establish
priorities by
2024
Ongoing - The City continues to use the Housing Fund
toward the development of affordable housing units for low-, very-low, and extremely low households. ln2021 , two multi- family affordable apartment projects (Sage at Folsom and Mangini Place) received project approval and loan
commitments from the City. The 100% multifamily senior
Sage at Folsom apartment project received a $2,750,000
loan from the City for the construction of 1 10 affordable units. The 100% affordable multifamily Mangini Place
project received a $6,860,000 loan from the City for the construction of 150 affordable units. ln2022, the City
provided a secondary affordable housing loan in the amount of $588,265.55 to the 100% affordable 7S-unit Bidwell Place Apartment project to offset unanticipated Quimby parkland dedication in lieu fees.
H-11 Local
Funding for
Affordable Housing
Development
As available, the City shall allocate funds from the City's Housing Fund toward the development of affordable
housing units for low-, very low-, and extremely low-income households. The City shall explore the possibility of
establishing priorities for the distribution of funds, which may include criteria such as income targeting, housing for special needs including seniors and persons with
disabilities, number of bedrooms, amenities, support
services, and target geographies that serve to affirmatively further fair housing. The City shall provide funding to support approximately 580 affordable units by 2029.
Provide
outreach
annually;
ongoing
Ongoing - The City continues to provide incentives for
affordable housing developments. ln 2021 the 1S2-unit,
100% affordable Mangini Place Apartments project received fee deferral approval and a density bonus. ln addition, the 1 1 1-unit Sage at Folsom 100% senior apartment project received a few deferral.
H-l2lncentives
for Affordable
Housing
Development
The City shall provide incentives for affordable housing development, including density bonus, fee defenals or
reductions, and reduced fees for studio units (e.9., two-for- one studio fee rate program described in Chapter 16.70 of the Folsom Municipal Code). The City shall also provide outreach to attract and support affordable housing
developers in the city, including developers of senior
housing, extremely low-income units, and permanent
supportive housing for persons with disabilities and
developmental disabilities. The City shall target production ol 2,150 affordable units by 2029. This will serve to
affirmatively further fair housing within the region by providing affordable housing within places of high
opportunity.
2021 Planned for completion as part of the Zoning Code update, which is currently underway.
H-1 3Update
Density Bonus
Ordinance
The City shall update the City's density bonus ordinance, as part of the comprehensive zoning code update, to
reflect recent changes in State law.
03/28/2023 Item No.9.
Housing Programs Progress Report
housing element.
H-l4Facilitate
Affordable Housing
on Large Sites
The City shall encourage property owners and affordable housing developers to target and market the availability of sites with the best potential for development by facilitating meetings between willing property owners of large sites and willing affordable housing developers, when sufficient housing subsidy resources are available. To assist the
development of housing for lower income households on
larger sites (e.9., more than 10 acres), the City shall strive to streamline the approval process for land divisions, lot line adjustments, and/or specific plans or master plans resulting in parcel sizes that enable affordable housing development, and process fee defenals related to the
subdivision for projects affordable to lower income
households. The City shall target production of 635 lower- income units through this program by 2029.
Ongoing
Ongoing - The City continues to work with affordable
housing developers and property owners in order to assist the development of housing affordable to lower income
households. ln addition, the City continues to streamline the approval process for land divisions, lot line adjustments, and/or specific plans and process fee deferrals related to the subdivision for projects affordable to lower income households.
lnitiate
process by
2026
As part of the 2022f argeled Multi-family and Mixed-use Housing Study public outreach efforts, the City initiated conversations with Sacramento Regional Transit regarding the future affordable housing development opportunities at the Glenn/Robert G Holderness Station parking lot site and the need to maintain park and ride spaces on site or
adjacent to the site.
H-l5Affordable
Development at the
Glenn/Robert G
Holderness Station
The City shall pursue opportunities to work with an
affordable housing developer to construct affordable
housing at the Glenn/Robert G Holderness Station parking lot site. The City shall target production of 74 lower-income units on the site by 2029. the City shall coordinate with Sacramento Regional Transit to ensure the site continues to meet the parking demands for the light rail station. 2022
Ongoing - ln December of 2021 , the City Council approved the sale of surplus land located at 300 Persifer Street to Habitat for Humanity of Greater Sacramento, lnc. for the purpose of developing for sale affordable housing units.
The sale of the land is scheduled to occur in early 2023, following recording of the map to divide the lot into 5 parcels.
The proposed project will result in 10 for-sale affordable units.
H-l6Facilitate
Affordable Housing
Development on City
Owned Land
The City shall facilitate the construction of affordable housing, including possible accessory dwelling units, on the City-owned sites located at 300 Persifer Street (APN 070-0172-048) and on Riley Street near Comstock Drive
(APN 071-0190-076). The City shall collaborate with
interested affordable housing developers to sell or lease surplus City land for the construction of deed-restricted affordable housing, consistent with the Surplus Land Act.
The City shall target production of 16 affordable units on City-owned sites by 2029.
2026 No Action in 2022
H-17Study the
Purchase of Land
for Affordable
Housing
The City shall explore the feasibility and appropriateness to establish a program to use housing trust fund money or
other sources to purchase land to support the developmenl of affordable housing dispersed throughout the city. lf the City finds the purchase of land to be infeasible, the City shall continue to use funds to provide gap financing for affordable housing development.
The City shall establish procedures for granting priority water and sewer service to developments with lower-
income units in compliance with California Government
Code Section 65589.7.
2022 No Action in 2022
H-'lSPrioritize
lnfrastructure for
Affordable Housing
, I ti r l,l,r I i i,..t j t. r,i : :i; :J !i i I :.,i.r'l
03/28/2023 Item No.9.
Housing Programs Progress Report
housing element.
Ongoing
Ongoing - The City continues to maintain a close working relationship with SHRA and currently participates in the CDBG and HOME Programs with SHRA. The CDBG funds
are utilized to subsidize minor and major grants for the City of Folsom's Senior Helping Senior Program.
H-l9Participate in
Sacramento County
CDBG Program
The City shall continue to coordinate with the Sacramento Housing and Redevelopment Agency (SHRA) to receive
Community Development Block Grant (CDBG) to support
the Renter's Helpline and housing rehabilitation programs, including the Seniors Helping Seniors Program. The City shall target 550 units for housing rehabilitation assistance by 2029.
2022 I
Ongoing
Ongoing - The City continues to participate with SHRA for administration of Housing Choice Vouchers.ln 2022,
Folsom had 174 households using vouchers.
H-20Housing
Choice Vouchers
The City shall continue to participate in the Housing
Choice Voucher Program, administered by the
Sacramento Housing and Redevelopment Agency
(SHRA), with a goal of providing rental assistance to lower- income residents. The City shall work with SHRA to
promote the Housing Choice Voucher Landlord lncentive
Program offered by the SHRA to encourage new landlords
to accept housing choice vouchers, with the goal of
distributing affordable housing throughout the city. The City shall target 120 housing choice voucher recipients per
year. The City shall post information on the City website, through social media, and in letters to landlords.
H-2l Mortgage
Credit Certificate
Program
The City shall continue to participate in the Mortgage
Credit Certificate Program, administered by the
Sacramento Housing and Redevelopment Agency
(SHRA), to assist low-income first-time homebuyers
purchase a home. The City shall target assistance for
approximately 20 households by 2029, subject to
availability of Program funds. The City shall publicize the program on the City website and prepare written materials.
Ongoing
Ongoing - The City continues to participate in the Mortgage Credit Certificate (MCC) Program administered by SHRA.
Since, 1990, 79 Folsom households have been issued a
MCC.
Annually
Ongoing - The City, particularly the Community Development Department, continues to work to secure additional funding from state and federal sources that can be used to increase the supply of affordable housing in the City of Folsom. ln 2021,hhe City received three SACOG Regional Early Action Planning Grant Awards totaling $765,000 to further housing element program goals. ln 2022,the City received a SACOG Green Means Go Early Activation Grant in the amount of
$374,000 to fund non-transportation site specific
infrastructure for ten for-sale affordable housing units associated the Habitat Persifer Street Project.
H-22Additional
State, Federal, and
Regional Funding
The City shall work to secure additional funding from State, Federal, and regional sources that can be used to help
increase the supply of affordable housing in Folsom. The City shall pursue funding from various grant programs with a goal of obtaining $5 million dollars for affordable housing through 2029. Such programs may include, but are not
limited to:
-{he HOME program that has local funds distributed by
the Sacramento Housing and Redevelopment Agency
(SHRA);
+he state Multifamily Housing Program (MHP),
sponsored by the Department of Housing and Community
Development (HCD);
-{he Permanent Local Housing Allocation (PLHA) fund,
sponsored by HCD;
{he Transit-Oriented Development (TOD) Housing
Program, sponsored by HCD; and
The Affordable Housing and Sustainable Communities
Program (AHSC) which funds transit-oriented
development.
03/28/2023 Item No.9.
Housing Programs Progress Report
housing element.
The City shall initiate conversations with owners of existing affordable housing complexes to identiry potential
opportunities and available funding and/or incentives
available to expand existing facilities to increase the number of affordable units. The City shall target production of 30 affordable units through the expansion of facilities by 2029.
Initiate
conversation
s in2o23
H-23Expand
Existing Affordable
Housing
Developments
No Action in 2022.
H-24Mobile
Home Repair and
Replacement Loan
Forgiveness
Program
The City shall continue to provide forgiveness on
Community Development Block Grant (CDBG) loans for
improvements to manufactured housing units experiencing economic hardship, as defined by, and subject to, HUD
guidelines.
Ongoing
Ongoing - Since the program's inception in 2011 , the City has forgiven twelve Mobile Home Repair and Replacement
loans due to financial hardship.
H-25Housing
Conditions Survey
The City shall seek funding through the Community
Development Block Grant, or other funding sources, to
conduct a survey of housing conditions in the city. The survey shall identify housing units in need of rehabilitation or replacement and be used to seek funding to support
housing rehabilitation programs.
2025 No Action in 2022
H-26Code
Enforcement
The City shall continue to encourage the rehabilitation of substandard residential properties by homeowners and
landlords, using the Code Enforcement program, when
necessary, to improve overall housing quality and
conditions in the city.
Ongoing Ongoing - The City continues to encourage rehabilitation of substandard residential properties in the City of Folsom.
H-2TSeniors
Helping Seniors
Program
The City shall continue to provide financial assistance for health, safety, emergency and accessibility home repairs to low-income seniors and low-income mobile homeowners
through the Seniors Helping Seniors Program, subject to availability of Program funds. The City shall target financial assistance for 550 households by 2029.
Ongoing
Ongoing - The City continues to provide financial assistance for minor home repairs to low-income seniors through the Seniors Helping Seniors Program. !n2022, $138,475 of
financial assistance was provided through this program and 79 eligible senior households were served.
H-2Slabitat for
Humanity Home
Repair Program
The City shall work with Habitat for Humanity to promote the Home Repair Program offered by Habitat which
responds to health, accessibility and safety concerns in homes owned by low-income families, veterans, and
elderly residents on limited incomes. By fixing the long- deferred maintenance projects, critical repairs and code violations, this program helps families stay in their already affordable homes and avoid displacement. The City shall target home repairs for 3 units per year.
Ongoing
Ongoing - The City has partnered with Habitat for Humanity of Greater Sacramento to promote the Home Repair
Program offered by Habitat. To date no Folsom households have participated in the Program.
H-29Emergency
Shelter Facility
Development
The City shall continue to encourage and provide technical assistance to local organizations and community groups to help develop emergency shelter facilities in Folsom. The City shall encourage the removal of any neighborhood
barriers for any applications for an emergency shelter and shall target development of emergency shelter facilities sufficient to provide, at minimum, 47 emergency shelter beds.
Ongoing
Ongoing - The City continues to provide technical assistance to local organizations and community groups to help develop emergency shelter facilities in Folsom.
ili,iri.,iri
'j'ii.t I r,.r.
03/28/2023 Item No.9.
EXHIBIT 2
REGIONAL HOUSING NEEDS ALLOCATION TABLE
03/28/2023 Item No.9.
Jurisdiciion Folsom
Reportlng Year 2022 (Jan. 1 - Dec.31)
Ptannlng Penoo bm uycre o5t15r2021 - u5t1uzozg
ANNUAL ELEMENT PROGRESS REPORT
Housing Element lmplementation
Table B
onal Housin Needs Allocation
Permifted Units
Level
toward low-income as determined to Government Code
7 Date Total Units Remain
*Extremely low-income houisng need determined pursuant to Govermnet Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low- income RHNA. May be overwritten.
section 7 of Table 42. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1).
Please note; For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. 4 2,102
1,219
762
360
3 Total units to
Oate (all years)
124
122
67 1 607
1.920
20292022
,t.213
74 11
5b
21 66
1,035
2 2021
23 16
51 14
1 572
677
Projection Period
o6EOnO21-
o5t1u2021
1 RHNA Allocation by lncome Level
2,226
1,Ul
a29
1 967
6,363
Deed Restricted
Non-Deed Restricted
Deed Restricted
Non-Deed Restricled
Deed Restricted
Non-Deed Restricted
lncome Level
Very Low
Low
Moderate
Above Moderate
Total RHNA
Total units
6 15
20292022
11 2021
4 5
Extremelv lowlncome Need
1,1 13Extremely Low-lncome Units*
03/28/2023 Item No.9.
EXHIBIT 3
SUMMARY OF ENTITLED UNITS AND SUBMITTED APPLICATIONS
03/28/2023 Item No.9.
Jurisdictlon Folsom
Reporting Year 2022 (Jan. 1 - Dec.31)
Planning Period 6th Cycle oshst2o2't - osfisi2029
lncome Level
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Total
Permits lssued
Current Year
Deed Restricted 74
Non-Deed Restricted 11
Very Low
Deed Restricted 36
Non-Deed Restricted 21
Low
Deed Restricted 0
Non-Deed Restricted 66
Moderate
1035Above Moderate
1243Total Units
Permitted
0l 0 0
its by re Type
SFA
SFD 831542l| 855
0l 0 02to 4
5+ 3672531 72
4l 45 58ADU
2MH 00l
Housinq ADplications Summary
Total Housing Applications Submitted: 53
\umber of Proposed Units in All Applications Received: 1,464 Total Housing Units Approved 808
Total Housing Units Disapproved: 0
Use of SB 35 Streamlininq Provisions
Number of Applications for Streamlining 0
Number of Streamlining Applications Approved 0
Total Developments Approved with Streamlining 0
Total Units Constructed with Streamlining 0
03/28/2023 Item No.9.
Folsom City Council
Staff ort
RECOMMENDATION / CITY COUNCIL ACTION
It is recommended that the City Council hold the public hearing, adopt the following resolutions, and conduct the first reading of the ordinance:
ResolutionNo. 11010-AResolutionof theCityCouncilof theCityof FolsomCallinga Special Mailed-Ballot Election Related to Change Proceedings for Improvement Area No. 2 within City of Folsom Community Facilities District No. 23 (Folsom Ranch) 1 MEETING DATE: 312812023
AGENDA SECTION: Public Hearing
SUBJECT: City of Folsom Community Facilities District No. 23 (Folsom Ranch) Amended Improvement AreaNo. 2
Resolution No. 11010 - A Resolution of the City Council of the City of Folsom Calling a Special Mailed-Ballot Election Related to Change Proceedings for Improvement Area No. 2 within City of Folsom Community Facilities District No. 23 (Folsom Ranch) Resolution No. 11011 - A Resolution of Change of the City Council of the City of Folsom Relating to Improvement Area No. 2 within the City of Folsom Community Facilities DistrictNo. 23 (Folsom Ranch)
Ordinance No. 1338 - An Uncodified Ordinance Levying a
Special Tax for the Fiscal Year 2023-2024 and Following Fiscal Years Solely within and Relating to Improvement Area No. 2 within the City of Folsom Community Facilities District No. 23 (Folsom Ranch) (Introduction and First Reading)
FROM: Finance Department
03/28/2023 Item No.10.
Resolution No. 11011 - A Resolution of Change of the City Council of the City of Folsom Relating to Improvement Area No. 2 within the City of Folsom Community Facilities District No. 23 (Folsom Ranch)
Ordinance No. 1338 - An Uncodified Ordinance Levying a Special Tax for the Fiscal Year 2023-2024 and Following Fiscal Years Solely within and Relating to Improvement Area No. 2 within the City of Folsom Community Facilities District No. 23 (Folsom Ranch) (Introduction and First Reading)
BACKG / ISSIIFJ,
The Folsom Plan Area Specific Plan Public Facilities Financing Plan ("PFFP"), approved by the City Council on January 28, 2014 via Resolution 9298, is an $877 million plan that describes the backbone infrastructure and facility requirements, presents a comprehensive financing strategy, and sets forth the estimated time horizon for the development of the Folsom Plan Area ("FPA").
The City Council previously approved the Resolution of Formation (Resolution No. 10435) and the Resolution Deeming it Necessary to Incur Bonded Indebtedness (Resolution No. 10437) on May 26,2020 to form Community Facilities DistrictNo. 23 (Folsom Ranch) ("CFD No. 23"), designate Improvement Area No. 2, authorize a special tax to finance the acquisition and construction of certain public facilities and certain public services, authorize the issuance of debt to finance the public facilities, and establish the appropriations limit and maximum bonded indebtedness for Improvement Area No. 2.
The landowners within Improvement Area No .2have requested to amend the Rate and Method of Apportionment to adjust the maximum special tax rates based on the planned development of property within Improvement AreaNo. 2. The proposed development plan for Improvement Area No. 2 includes 291 units zoned as multi-family low density and 5.1 acres of non- residential use.
On February 14, 2023 this City Council considered to amend the Rate and Method of Apportionment for Improvement Area No. 2 by passage of Resolution No. 10988.
A Public Hearing is required as part of the amendment process for Improvement Area No. 2.
Notice of the hearing was mailed to the landowners within Improvement Area No. 2 on March 14,2023 and published in the Folsom Telegraph on March 16,2023.
POLICY / RULE
Chapter 5 of the Folsom Plan Area Public Facilities Financing Plan authorizes the formation of CFDs to finance the construction, acquisition, and servicing of FPA backbone infrastructure and public facilities
2 Page 188
03/28/2023 Item No.10.
Section 2.5.3 of the First Amended and Restated Tier I Development Agreement authorizes the formation of infrastructure CFDs
Resolution No. 9282 - A Resolution of the City Council of the City of Folsom Approving Goals and Policies for Community Facilities Districts
Mello-Roos Community Facilities Act of 1982
ANALYSIS
CFD No. 23 is structured as an extended-term CFD and will provide the necessary funding to help fund all or a portion of the project's share of PFFP backbone infrastructure and facilities, including related environmental mitigation obligations. The PFFP backbone infrastructure and facilities will be financed using both bond proceeds and PAYGO special tax revenues. The extended-term CFD structure is proposed to help to meet the challenge of high-cost infrastructure and facilities while also aligning the timing of future funding availability with the need for such funding.
The proposed amendment to the Rate and Method of Apportionment for Improvement Area No. 2 increases the maximum facilities special tax rates for single-family detached property.
The special tax revenue geneiated from taxable parcels within Improvement Area No. 2 will be comprised of a special tax to fund facilities and a special tax to fund services. The amended 2022123 maximum facilities special tax rates and maximum services special tax rates, for each land use category, are provided in the table below:
Land Use Category
2022123
Maximum
Facilities
Special Tax
Rate
2022123
Maximum
Services
Special Tax
Rate Per
Single-Family Detached Property - SF/SFHD
Zoning (All Residential Floor Sizes) $2,559.87 $2r4.s6 Unit Single-Family Detached Property - MLD
Zoning (> 3,600 square feet) 2,559.87 110.49 Unit
Single-Family Detached Properfy - MLD
Zonins G.200-3,599 square feet) 2,559.87 t10.49 Unit
Single-Family Detached Property - MLD
Zoning (2,800-3,199 square feet) 2,559.87 t10.49 Unit
Single-Family Detached Property - MLD
Zonins. (2,400-2,799 square feet) 2,559.87 110.49 Unit
Single-Family Detached Property - MLD
Zonins^ Q,000-2.399 square feet) 2,359.41 t10.49 Unit
Single-Family Detached Property - MLD
Zonins, G2,000 square feet) 2,123.92 1t0.49 Unit
aJ Page 189
03/28/2023 Item No.10.
MMD Multi-Family Attached Property 31,212.00 536.40 Acre MHD Multi-Family Attached Property 12,172.68 1,072.80 Acre Non-Residential Property 12,t72.68 r,072.80 Acre
The facilities special tax can be levied and collected through Fiscal Year 2079180. Each fiscal year, commencing with Fiscal Year 2023124, the maximum facilities special tax rate will be increased by 2% annually. The services special tax can be levied and collected in perpetuity for Improvement Area No. 2. Each fiscal year, commencing with Fiscal Year 2023124, the maximum services special tax rate will be increased by the June annualized percentage change of the Consumer Price Index for all Urban Consumers, for the San Francisco-Oakland-San Jose area, not to exceed4o/o.
Approving the resolutions will call for a special mailed-ballot election within Improvement Area No. 2, declare the results of the special mailed-ballot election within Improvement Area No. 2, and amend Improvement Area No. 2. An ordinance is also being introduced to levy Special Taxes for Fiscal Year 2023124 and following fiscal years. This is the first reading of the ordinance.
F'INANCIAL IMPACT
There is no direct General Fund impact on the City of Folsom. The Improvement Area No. 2 amendment and expenses are solely the responsibility of Improvement Area No. 2. The General Fund is not impacted by the Improvement Area No. 2 Amended Rate and Method of Apportionment.
ENVIRONMENTAL REVIEW
An Initial Study and Mitigated Negative Declaration prepared for the Folsom Plan Area Backbone Infrastructure Project were previously prepared for, and adopted by the City Council on February 24, 2015, in accordance with the requirements of the California Environmental Quality Act. Pursuant to CEQA Guidelines section 15378(c), the term'oproject" does not mean each separate govemmental approval for an approved activity which may be subject to several discretionary approvals by governmental agencies. Additionally, the creation of government funding mechanisms which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment is not defined as a "project" under CEQA. CEQA Guidelines Section 15378(b)(4) and 15061(bX3).
ATT
1. ResolutionNo. 11010 - A Resolution of the City Council of the City of Folsom Calling a Special Mailed-Ballot Election Related to Change Proceedings for Improvement AreaNo. 2 within City of Folsom Community Facilities DistrictNo. 23 (Folsom Ranch) 4 Page 190
03/28/2023 Item No.10.
2. Resolution No. I 1011 - A Resolution of Change of the City Council of the City of Folsom Relating to Improvement Area No. 2 within the City of Folsom Community Facilities DistrictNo. 23 (Folsom Ranch)
3. OrdinanceNo. 1338 -AnUncodified Ordinance Levying a Special Tax forthe Fiscal Year 2023-2024 and Following Fiscal Years Solely within and Relating to Improvement Area No. 2 within the City of Folsom Community Facilities District No. 23 (Folsom Ranch) (Introduction and First Reading)
Submitted,
Stacey Tamagni
Finance Director
5 Page 191
03/28/2023 Item No.10.
ATTACHMENT 1
03/28/2023 Item No.10.
RESOLUTION NO. 11010
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF FOLSOM
CALLING A SPECIAL MAILED-BALLOT ELECTION RELATED TO
CHANGE PROCEEDINGS FOR IMPROVEMENT AREA NO. 2 WITHIN
CITY OF FOLSOM COMMUNITY F'ACILITIES DISTRICT NO.23
(FOLSOM RANCH)
WHEREAS' the City Council (the "City Council") of the City of Folsom (the "City") conducted proceedings under and pursuant to the terms and provisions of the Mello-Roos Community Facilities Act of lgS2,asamended (being Chapter 2.5,Part 1, Division 2,Title 5 of the Government Code of the State of California), and all laws amendatory thereof or supplemental thereto (the "Act"), among other things, (i) to form a community facilities district within the City of Folsom, designated and known as "City of Folsom Community Facilities District No. 23 (Folsom Ranch)" (the "Community Facilities District"), (ii) to designate Improvement Area No. 2 therein, (iii) to authorize a special tax (the "special Tax") to finance the acquisition and construction of certain public facilities (the "Facilities") and certain public services (the "Services"), (iv) to authorize the issuance of debt to finance the Facilities, and (v) to establish the appropriations limit for Improvement Area No. 2 of the Community Facilities District, all as set forth in the City Council's Resolution No. 10435 (the "Resolution of Formation"), adopted on May 26,2020; and WHEREAS, on February 14,2023,the City Council adopted its ResolutionNo. 10988 (the "Resolution of Consideration") in which it determined to consider amending the rate and method of apportionment for Improvement Area No .2 (the "Rate and Method") to adjust the maximum special tax rates based on the planned development within Improvement Area No. 2 (the "Proposed Amendments"); and
WHEREAS, the Resolution of Consideration set a public hearing to be held on March 28, 2023 (the "Public Hearing"); and
WHEREAS, the Public Hearing has been held as scheduled and all persons interested were permitted to testi$ and to submit written protests to the Proposed Amendments; and WHEREAS, the City Council determined that there was no majority protest under Section 53337 of the Government Code of the State of California, and thus the City Council is permitted to continue with these proceedings; and
WHEREAS, in order for the Proposed Amendments to be effective, they must be submitted to an election of the qualified electors of Improvement Area No. 2 of the Community Facilities District; and
WHEREAS, a Certificate Regarding Landowners (the "Certificate re: Landowners") has been filed with the City Clerk (the "Clerk") and submitted to the City Council, certiffing that during the 90 days preceding the close of the Public Hearing on March 28,2023, there were no persons registered to vote within the tenitory of Improvement Area No. 2 of the Community Facilities District; and
Resolution No. I1010
Page I of8 Page 193
03/28/2023 Item No.10.
WHEREAS, a Certificate of Clerk Regarding Receipt of Property Owner Waiver and Consent, has been submitted by the Clerk, stating that each landowner, or an authorized representative of each landowner, within Improvement Area No. 2 of the Community Facilities District has filed with the Clerk a properly executed Waiver and Consent (as defined below) in substantially the form attached hereto as Exhibit B, and by this reference incorporated herein; NOW' THEREFORE, BE IT RESOLVED by the City Council of the City of Folsom, as follows
Section 1.
determines.
The above recitals are true and correct, and the City Council so finds and Section 2. The City Council accepts the Certificate regarding Landowners filed inthese proceedings and finds, in accordance therewith, that during the 90 days just past, there were no registered voters residing within the boundaries of Improvement Area No. 2 of the Community Facilities District. Accordingly, under Section 53326(b) of the Government Code of the State of California, the qualified electors of Improvement AreaNo. 2 of the Community Facilities District for the proposed special election shall be the owners of land within Improvement Area No. 2 of the Community Facilities District.
Section 3 The City Council further finds and determines that the owners of land within Improvement Area No. 2 of the Community Facilities District (the "Landowners") are the landowners set forth in the attachment to the Certificate regarding Landowners and that the attachment correctly sets forth the amount of property owned by each Landowner and the number of votes to which each Landowner is entitled pursuant to Section 53326(b), being the number of acres owned rounded up to the next whole acre.
Section 4. The City Council hereby approves the form of Waiver and Consent Shortening Time Periods and Waiving Various Requirements for Conducting a Mailed-Ballot Election (the "Waiver and Consent") by which the time limits and related requirements respecting preparation and distribution of election materials are waived, a form of which is attached hereto as Exhibit B. The City Council hereby finds that the rights, procedures, and time periods therein waived are solely for the protection of the qualified electors and may be waived by the qualified electors under Section 53326(a) and 53327(b) of the Act and under other provisions of law dealing with waiver generally, and that the Waiver and Consent constitutes a full and knowing waiver, by any qualified elector who has executed the form, of those rights, procedures and time periods.
Section 5. The City Council further finds and determines, based on a Certificate of Clerk regarding Receipt of Property Owner Waiver and Consent Forms provided this date by the Clerk that each Landowner, or an authorized representative of each Landowner, has filed with the Clerk a properly executed Waiver and Consent in substantially the form of Exhibit B hereto. The City Council therefore is establishing the procedures and time periods for this special mailed-ballot election without regard to statutory schedules.
Section 6. Pursuantto Sections 53338(a) and53326 ofthe Govemment Code ofthe State of California, the City Council hereby calls an election, to be held and conducted upon adoption of this Resolution, and sets March 28, 2023, as the election date. Pursuant to Section 53326 of the Resolution No. I1010
03/28/2023 Item No.10.
Government Code, the election shall be conducted by mailed ballot; provided that personal service of the respective ballots to authorized representatives of each Landowner is permitted under the terms of the Waiver and Consent forms on file withthe Clerk and shall therefore be permitted. The Clerk is directed to either mail or make personal service of the ballots, in the form of the attached Exhibit A, to each Landowner or, if one has been appointed pursuant to a Waiver and Consent, to the Landowner' s authorized representative.
Section 7. The proposition to be submitted to the qualified electors of Improvement Area No. 2 of the Community Facilities District shall be as set forth in the form of special election ballot attached hereto as Exhibit A.
Section 8. The Clerk is hereby designated as the official to conduct the special mailed- ballot election pursuant to the Act and California Elections Code Sections 307 and 320 and the following provisions:
(a) The special election shall be held and conducted, and the votes canvassed and the returns -ud", and the results determined, as provided herein; and in all particulars not prescribed by this Resolution the special election shall be held and conducted and the votes received and canvassed in the manner provided by law for the holding of special elections consistent with the Act.
(b) All Landowners within Improvement Area No. 2 of the Community Facilities District as of the close of the Public Hearing shall be qualified to vote upon the proposition to be submitted at the special election.
(c) The special election shall be conducted as a mailed-ballot election, in accordance with the provisions of the Act and the prior proceedings of the City taken thereunder, and there shall be no polling places for the special election. All ballots shall be delivered or mailed by the Clerk to the Landowners, and all voted ballots are required to be received by the Clerk not later than 6:00 p.m. on the date of the election in order to be counted. However, if at any time the Clerk determines that all votes have been cast, the Clerk shall immediately declare the election closed.
(d) The Clerk shall commence the canvass of the returns of the special election, and report the returns to the City Council no later than the City Council meeting of March 28,2023.
(e) The City Council may thereupon declare the results of the special election, and shall cause to be spread upon its minutes a statement of the results of the special election as ascertained by the canvass.
Resolution No. I l0l0
03/28/2023 Item No.10.
Section 9. This Resolution shall take effect from and after its date of adoption.
PASSED AND ADOPTED this 28th day of March,2023, by the following roll-call vote:
AYES: Councilmember(s):
NOES: Councilmember(s):
ABSENT: Councilmember(s):
ABSTAIN: Councilmember(s):
Rosario Rodriguez, MAYOR
ATTEST
Christa Freemantle, CITY CLERK
ResolutionNo. 11010
03/28/2023 Item No.10.
EXHIBIT A
CITY OF FOLSOM
COMMI.]NITY FACILITIES DISTRICT NO. 23
IMPROVEMENT AREA NO. 2
(FOLSOM RANCH)
SPECIAL ELECTION BALLOT
(Mailed-Ballot Election)
This ballot is for the use of
-,
a landowner owning land within
ImprovementAreaNo.2 of City of Folsom Community Facilities DistrictNo. 23 (FolsomRanch).
According to the provisions of the Mello-Roos Community Facilities Act of 1982 and the resolutions of the City Council of the City of Folsom, the above-named landowner is entitled to cast votes on this ballot.
In order to be counted, this ballot must be certified below and be returned, either by mail or in person, before 6:00 p.m. on March 28,2023,to:.
Christa Freemantle, City Clerk
City of Folsom
50 Natoma Street
Folsom, CA 95630
Mailing by that date will not be sufficient. The ballot must be physically received by the City Clerk prior to the deadline in order to be counted.
AN "X" OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT, OR THE VOTER MAY WRITE NUMBERS IN THE SPACES PROVIDED.
BALLOT MEASURE
Shall the authority previously conferred upon the City Council (the "City Council") of the City of Folsom by and through its City of Folsom Community Facilities District No. 23 (Folsom Ranch) for Improvement Area No. 2 be changed in accordance with the City Council's Resolution of Consideration to Amend the Rate and Method of Apportionment for Improvement Area No. 2 Within the City of Folsom Community Facilities District No. 23 (Folsom Ranch), and Related Matters, adopted on February 14,2023? Number of votes
YES
Number of votes
NO
Resolution No. 11010
03/28/2023 Item No.10.
Certification
The undersigned is or are the authorized representative(s) ofthe above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed as of March28,2023.
By:
Name:
Title:
ResolutionNo. 11010
03/28/2023 Item No.10.
EXHIBIT B
WAIVER AND CONSENT
SHORTENING TIME PEzuODS AND WAIVING VARIOUS
REQUIREMENTS FOR PROCEEDINGS AND FOR
CONDUCTING SPECIAL MAILED-BALLOT ELECTION
CITY OF FOLSOM
COMMI.INITY FACILITIES DISTRICT NO. 23
(FOLSOM RANCH)
IMPROVEMENT AREA NO. 2
(CHANGE PROCEEDINGS)
Theundersigned-istheownerorauthorizedrepresentativeoftheowner ofAssessor,sParce1No.-withintheabove-captionedImprovementAreaNo.2(the "Improvement Area") of the City of Folsom Community Facilities District No. 23 (Folsom Ranch) (the "District").
The undersigned understands that a special mailed ballot landowner election will be held to determine whether the authority conferred upon the City Council by and through the District for the Improvement Area will be changed, all as set forth in Resolution No. 10988 adopted by the City Council of the City of Folsom on February 14,2023 (the "Resolution of Consideration").
The undersigned is (or are) the person (or persons) legally entitled and authorizedto cast the ballot for the above-referenced owner in the election to be conducted within the District for the Improvement Area.
The undersigned, on behalf of the above-referenced owner, hereby waives any and all minimum time periods and requirements pertaining to the conduct of the election pursuant to Government Code Section 53326(a).
The undersigned, on behalf of the above-referenced owner, hereby waives the preparation and distribution of an impartial analysis of the ballot measure, as well as arguments in favor and against, under the authority of Govemment Code Section53327@).
The undersigned, on behalf of the above-referenced owner, hereby waives the requirementto publish notice of the election under Government Code Section 53352' The undersigned, on behalf of the above-referenced owner, hereby waives the requirements regarding the time to mail ballots to the qualified electors under Elections Code Section 4101, and agrees to accept either mailed service or personal service of the ballot.
The undersigned, onbehalf of the above-referenced owner, hereby waives the requirements regarding identification envelopes for the return of mailed ballots contained in Government Code Section 53327.5.
The undersigned, on behalf of the above-referenced owner, hereby waives any riglrtto notice and hearing and consents to authorized facilities, authorized services, expenses and rate and method Resolution No. 11010
03/28/2023 Item No.10.
of apportionment of special tax as described in the related resolutions to be adopted by the City Council of the City of Folsom on March 28,2023.
The undersigned, on behalf ofthe above-referenced owner, hereby waives any and all defects in notice or procedure in the time periods to record the boundary map, conduct of the election, whether known or unknown (other than the right to have ballots accurately counted), and states that the election is being expedited, pursuant to this waiver and consent, at the particular instance and request of the above-referenced owner.
The undersigned, on behalfofthe above-referenced owner, hereby consents to the levy and collection of the special tax in accordance with the amended rate and method of apportionment approved by the City Council for the Improvement Area and hereby waives any and all rights to challenge the inclusion of the above referenced parcels in the Improvement Area and any other proceedings related thereto.
Further, the undersigned, on behalf of the above-referenced owner, hereby waives any entitlement to initiate or prosecute any form of legal proceedings, including judicial proceedings, to challenge any aspect of the proceedings for levy of the special tax and for issuance of bonded indebtedness in the District.
I declare, under penalty of perjury, under the laws of the State of Califomia, that the foregoing is true and correct and that this declaration is executed on March 2023.
By:
Name:
Title:
NOTE: If this form is signed by an authorized representative other than an oflicer of the property owner(s) of the parcel(s), or if the name of the signing party is different from the name of the property owner, please attach evidence of authorization to sign on behalf of the property owner(s) or evidence of name change.
ResolutionNo. 11010
03/28/2023 Item No.10.
ATTACHMENT 2
03/28/2023 Item No.10.
RESOLUTION NO. 11011
A RESOLUTION OF CHANGE OF THE CITY COUNCIL OF THE CITY
OF F'OLSOM RELATING TO IMPROVEMENT AREA NO.2 WITHIN
THE CITY OF FOLSOM COMMUNITY FACILITIES DISTRICT NO.23
(FOLSOM RANCH)
WHEREAS, the City Council (the "City Council") of the City of Folsom (the "City") conducted proceedings under and pursuant to the terms and provisions of the Mello-Roos Community Facilities Act of 1982, as amended (being Chapter 2.5,Part 1, Division 2, Title 5 of the Government Code of the State of California), and all laws amendatory thereof or supplemental thereto (the "Act"), among other things, (i) to form a community facilities district within the City of Folsom, designated and known as "City of Folsom Community Facilities District No. 23 (Folsom Ranch)" (the "Community Facilities District"), (ii) to designate Improvement Area No. 2 therein, (iii) to atrthorize a special tax (the "special Tax") to finance the acquisition and construction of certain public facilities (the "Facilities") and certain public services (the "services"), (iv) to authorize the issuance of debt to finance the Facilities, and (v) to establish the appropriations limit for Improvement Area No. 2 of the Community Facilities District, all as set forth in the City Council's Resolution No. 10435 (the "Resolution of Formation"), adopted on May 26,2020; and
WHEREAS, on February 14,2023, the City Council adopted its Resolution No. 10988 (the "Resolution of Consideration") in which it determined to consider amending the rate and method of apportionment for Improvement Area No. 2 (the'oRate and Method") to adjust the maximum special tax rates based on the planned development within Improvement Area No. 2 (the "Proposed Amendments"); and
WHEREAS, in order for the Proposed Amendments to be effective, a two-thirds approving vote by the qualified electors within Improvement Area No. 2 within the Community Facilities District is required; and
WHEREAS, a special mailed-ballot election has been conducted within Improvement Area No. 2 within the Community Facilities District pursuant to Resolution No. 11010, adopted by the City Council on March 28,2023, to which reference is made for further particulars; and WHEREAS, a Certificate of the City Clerk (the "Clerk") Regarding Election Results (the "Certificate of Election Results") has been filed with the City Council; and WHEREAS, the City Council has received, reviewed and hereby accepts the Certificate of Election Results;
NOW, THEREFORE' BE IT RESOLVED by the City Council of the City of Folsom, as follows:
Section 1.
determines.
Resolution No. 11011
The above recitals are true and correct, and the City Council so finds and
03/28/2023 Item No.10.
Section 2. The City Council hereby finds and determines and declares that the ballot measure submitted to the qualified electors of Improvement Area No. 2 within the Community Facilities District has been passed and approved by those qualified electors in accordance with Sections 53338 of the Government Code of the State of California.
Section 3. The City Council hereby finds and determines and declares that the authority conferred upon it by the Community Facilities District for Improvement Area No. 2 has been changed in accordance with the Proposed Amendments as set forth in the Resolution of Consideration.
Section 4. The City Council hereby authorizes and directs the Clerk to cause an Amended Notice of Special Tax Lien to be prepared and to be recorded with the County Recorder of the County of Sacramento (the'oCounty Recorder") in accordance withthe provisions of Section 3ll7 .5 of the Streets and Highways Code of the State of Califomia and Section 53338(c) of the Government Code of the State of California. The Amended Notice of Special Tax Lien shall include, as an attachment, the amended rate and method of apportionment as provided in Exhibit A to the Resolution of Consideration and be recorded in the County Recorder's offtce within fifteen days of the date of adoption of this Resolution.
Section 5. This Resolution shall take effect from and after its date of adoption.
PASSED AND ADOPTED this 28th day of March,2023, by the following roll-call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Councilmember(s):
Councilmember(s):
Councilmember(s):
Councilmember(s):
Rosario Rodriguez, MAYOR
ATTEST
Christa Freemantle, CITY CLERK
Resolution No. 1101I
Page2 of2 Page 203
03/28/2023 Item No.10.
ATTACHMENT 3
03/28/2023 Item No.10.
ORDINANCE NO. 1338
AN UNCODIFIED ORDINANCE LEVYING A SPECIAL TAX F'OR THE FISCAL YEAR 2023.2024 AND FOLLOWING FISCAL YEARS SOLELY WITHIN AND RELATING TO IMPROVEMENT AREA NO.2 WITHIN THE CITY OF FOLSOM COMMUNTTY FACILTTIES DTSTRICT NO. 23 (FOLSOM RANCH)
The City Council of the City of Folsom, State of California ordains as follows:
SECTION 1 PURPOSE
The City Council of the City of Folsom hereby finds, determines and declares based on the record before it that:
1. The City is authorized to establish a community facilities district pursuant to the terms of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5 of Division 2 of Title 5 of the California Govemment Code, commencing with Section 53311 (the "Act"); and
2. Pursuant to Section 53350 of the Act, the City is authorized to designate improvement areas within the community facilities district; and
3. Pursuant to Government Code section 53340 and Resolution No. 10435, adopted by the City Council (the "City Council") of the City of Folsom (the "City") on May 26,2020 (the "Resolution of Formation"), the City Council formed its Community Facilities District No. 23 (Folsom Ranch) (the "Community Facilities District") and a rate and method of apportionment of the special tax (as amended, the "Special Tax") for Improvement Area No. 2 ("Improvement Area No. 2") established therein was approved by an election of the qualified electors within Improvement Area No. 2 on such date; and
4. Pursuant to Resolution No. 10988, adopted by the City Council on February 14, 2023 (the "Resolution of Consideration") and Resolution No. 1 101I adopted by the City Council on March 28, 2023 (the "Resolution of Change" and, collectively with the Resolution of Formation and the Resolution of Consideration, the o'Resolutions"), the City Council approved an Amended Rate and Method of Apportionment for City of Folsom Community Facilities District No. 23 (Folsom Ranch) Improvement Area No. 2 (the "Amended Rate and Method"), which changes were approved by an election of the qualified electors within Improvement Area No. 2 on such date; and
5. The City Council desires to levy and impose the Special Tax and to take other related actions.
SECTION 2
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF FOLSOM
RESOLVES:
1. The recitals set forth in Section I are true and correct.
Ordinance No. 1338
Page I of3 Page 205
03/28/2023 Item No.10.
2 J
4. 5
6 A special tax is hereby levied on all Taxable Property (as defined in the Amended Rate and Method) within Improvement Area No.2 for the 2023-24 fiscal year and for all subsequent fiscal years in the amount of the maximum authorized tax, provided that this amount may be adjusted annually, subject to the maximum authorized special tax limit, by resolution of the City Council.
The Finance Director of the City of Folsom or designee thereof (the "CFD Administrator") is authorized and directed, to determine each year, without further action of the City Council, the Special Tax, to prepare the annual Special Tax roll in the amount of the Special Tax in accordance with the related exhibit and, without further action of the City Council, to provide all necessary and appropriate information to the Sacramento County Auditor-Controller's Office (the "County") in proper form, and in proper time, necessary to effect the correct and timely billing and collection of the Special Tax on the secured property tax roll of the County; provided, that as provided in the Resolutions and Section 53340 of the California Government Code, the City has reserved the right to utilize any method of collecting the Special Tax which it shall, from time to time, determine to be in the best interests of the City of Folsom (the "City"), including but not limited to, direct billing by the City to the property owners and supplemental billing.
The appropriate officers and agents of the City are authorized to make adjustments to the Special Tax roll prior to the final posting of the Special Tax to the County tax roll each fiscal year, as may be necessary to achieve a correct match of the Special Tax levy with the assessor's parcel numbers finally utilized by the County in sending out property tax bills.
The City agrees that, in the event the Special Tax for Improvement Area No. 2 is collected on the secured tax roll of the County, the County may deduct its reasonable and agreed charges for collecting the Special Tax from the amounts collected, prior to remitting the Special Tax collections to the City.
Taxpayers who have requested changes or corrections of the Special Tax pursuant to Section I of the Amended Rate and Method and who are not satisfied with the decision of the CFD Administrator (whether the CFD Administrator disagrees with the taxpayer or concludes that the City is not authorizedto consider the change requested), may appeal to the City Council. The appeal must be in writing, fully explain the grounds of appeal and must be based solely on the correction of mistakes in the levy based upon the status of the property, and no other appeals will be allowed. The CFD Administrator shall schedule the appeal for consideration within a reasonable time at a City Council meeting.
SECTION 3 SEVERABILITY
If for any cause any portion of this ordinance is found to be invalid, or if the Special Tax is found inapplicable to any particular parcel by a court of competent jurisdiction, the balance of this ordinance, and the application of the Special Tax to the remaining parcels, shall not be affected.
Ordinance No. 1338
03/28/2023 Item No.10.
SECTION 4 EF'FECTIVE DATE; EFFECT ON ORDINANCE NO. 1305 This ordinance shall take effect and be in force as a tax measure thirty (30) days following its second reading and adoption at a meeting of the City Council; and before the expiration of twenty (20) days after its passage the same shall be published, with the names of the members voting for and against the same, at least once in a newspaper of general circulation published and circulated in the Community Facilities District.
Ordinance No. 1305 adopted by the City Council on June 9,2020, shall be superseded, solely with respect to Improvement Area No. 2, to the extent it is inconsistent with this ordinance, upon the date that this ordinance takes effect, as described in the immediately preceding paragraph.
This ordinance was introduced and the title thereof read at the regular meeting of the City Council on March 28, 2023, and the second reading occurred at the regular meeting of the City Council on April 11,2023.
t( *( *
On a motion by seconded by the foregoing
ordinance was passed and adopted by the City Council of the City of Folsom, State of California, this _ day of _,2023 by the following vote, to wit:
AYES: Councilmember(s):
NOES: Councilmembers(s):
ABSENT: Councilmembers(s)
ABSTAIN: Councilmembers(s)
Rosario Rodriguez, MAYOR
ATTEST
Christa Freemantle, CITY CLERK
Ordinance No. 1338
03/28/2023 Item No.10.
This page intentionallY left blCInk
to facilitote double- sided printing .
CITY OF
FOLSOl\{
DIS'IXCTIVE BY NAYURE
03/28/2023 Item No.10.
Folsom City Council
Staff Re rt
MEETING DATE: 3t2812023
AGENDA SECTION: New Business
SUBJECT: Resolution 11007 - A Resolution Authorizing the City Manager to Sign the Petition and Ballot on Behalf of the City of Folsom in Support of the Renewal of the Historic Folsom Properly and Business Improvement District
FROM: City Manager's Office
RECOMMENDATION / CITY COUNCIL ACTION
Staff recommends approving Resolution 11007 - A Resolution Authorizing the City Manager to Sign the Petition and Ballot on Behalf of the City of Folsom in Support of the Renewal of the Historic Folsom Property and Business Improvement District.
BACKGROIJND / ISSUE
The Historic Folsom Property and Business Improvement District (ItrPBID) is a benefit assessment district whose main goal is to provide improvements and activities which constitute and convey a special benefit to assessed parcels. This approach has been used successfully in Historic Folsom and elsewhere throughout the country to provide special benefits to property owners, namely increased sales, attraction of new tenants, increased occupancies, and specifically increased properly values.
The F{FPBID was created in 2008 pursuantto provisions of the Streets and Highway Code and City Council Resolution No. 83 17. By statute, the initial term was limited to five years, and the City Council renewed the District for the maximum irllowable term of ten years in 2073 at the request of the Folsom Historic District Association (FHDA). With the current term ending on December 31, 2023,HFPBID property owners and FHDA now wish to renew the district for another ten-year term.
HFPBID property owners decided to pursue renewal of the IIFPBID in order to continue a revenue source devoted to providing special benefits to assessed property owners. If renewed, the HFPBID would generate approximately $170,757.12. in assessment revenue on an annual basis for advocacy & program cobrdination,image enhancement, enhanced maintenance, and related management and administration that are above and beyond those provided by the City and other government agencies.
I
03/28/2023 Item No.11.
MANAGEMENT DISTRICT P LAN
The Management District Plan (Attachment 2) includes the proposed boundary of the IIFPBID, a service plan, assessment methodology, budget, proposed means of governance, and Engineer's Report. The ffnpgD includes parcels located in the historic commercial area of the City of Folsom. It is bound by the Folsom Lake State Recreation area on the north and west, the Sutter Street / Figueroa Street Alley on the south, and Scott Street on the east, as shown in the map in the Management District Plan.
The I{FPBID will have a ten (10)-year-life, beginning January 1,2024 through December 31, 2033. Once per year beginning on the anniversary of FIFPBID renewal there is a 30-day period in which properly o*ners paying more than 50Yo of the assessment may protest and begin proceedings to terminate the HFPBID.
As provided by State Law, the fmPBID assessment will appear as a separate line item on annual propeffy tax bills prepared by the County of Sacramento. Parcels which do not receive property tax bills will be invoiced
-by
the City. Property tax bills are generally distributed in the fall, and payment is expected by lump sum or installment. The County of Sacramento shall distribute funds collected to the City of Folsom, which shall forward them to the FIFPBID. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the IIFPBID assessments.
HFPBID RENEWAL PROCESS
April 11,2023 RESOLUTION OF INTENTION HEARING
Upon the submission of a written petition, signed by the property owners in the proposed HFPBID who will pay more than 50 percent (50%) of the assessments proposed to be levied, the City Council may initiate proceedings to renew a district by the adoption ofa resolution expressing its intention to renew a district.
April22,2023 NOTICE & PROPOSITION 218 BALLOT
The Proper,ty and Business Improvement District Law of 1994 and Proposition 2 1 8 require the City mail written notice and assessment ballots to the owners of all property proposed to be assessed within the renewed I{FPBID. Mailing the notice and assessment ballot begins a mandatory forty-five (a5) day period in which owners may cast ballots.
June 13,2023 FINAL PUBLIC TIEARING
Council will open a public hearing and receive public testimony. At the end of testimony, Council will close the public hearing and direct tabulation of assessment ballots submitted and not withdrawn to determine whether there is a majority protest against the assessment. A majority protest exists if the ballots in opposition to the proposed assessment exceed the ballots in support of the proposed assessment, weighted by the amount each owner will pay. If there is no majority protest, Council may adopt a resolution declaring the results of the majority protest proceedings and renewing the I{FPBID.
POLICY / RULE
The Property and Business Improvement Law of 1994, California Streets and Highways Code section 36600 et seq., authorizes cities to renew property and business improvement dishicts for the purposes of promoting eionomic revitalization and financing activities and services to improve the overall economic climate in said districts.
2 Page 210
03/28/2023 Item No.11.
ANALYSIS
Adoption of this resolution will authorize the City Manager to sign petitions and assessment ballots on behalf of properties owned by the City of Folsom in support of the renewal of the FIFPBID. This Resolution shall be deemed valid only if petitions are received from properly owners representing over fifty percent (50%) of non-City owned property proposing to be assessed in the I{FPBID' FINAI\ICIAL IMPACT
If the I{FPBID renewal is successful, then the City's annual contribution is an estimated $82,644.22 beginning in Fiscal Year2024-2025. The City's assessment is a General Fund (Fund 010) expense. Future assessment rates may be subject to an increase of no more than three percent (3%) annually.
EIWIRONMENTAL REVIEW
This action is exempt from environmental review pursuant to California Environmental Quality Act Guidelines $ 1 506 1(bX3).
ATT
1. Resolution 1 1007 - A Resolution Authorizingthe City Manager to Sign the Petition and Ballot on Behalf of the City of Folsom in Support of the Renewal of the Historic Folsom Property and Business Improvement District
2. Historic Folsom Property and Business Improvement District Management District Plan and Engineer's Report
Respectfully Submitted,
Elaine Andersen" Citv Manager
J Page 211
03/28/2023 Item No.11.
ATTACHMENT 1
03/28/2023 Item No.11.
RESOLUTION NO. 11007
A RESOLUTION AUTHORIZING THE CITY MANAGER TO SIGN THE PETITION
AND BALLOT ON BEHALF OF THE CITY OF FOLSOM IN SUPPORT OF THE
RENEWAL OF THE HISOTRIC FOLSOM PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT
WHEREAS' property owners propose renewal of the Historic Folsom Property and Business Improvement District (HFPBID) pursuant to the Property and Business Improvement Law of 1994, California Streets and Highways Code section 36600 et seq., which authorizes cities to renew property and business improvement districts for the purposes of promoting economic revitalization and financing activities and services to improve the overall economic climate in said districts; and
WHEREAS, under the provisions of Proposition 2I8 in the Califomia Constitution, government agencies receiving special benefits must pay assessments in Property and Business Improvement Districts for the special benefit they receive; and WHEREAS, passage of this Resolution will authorize the City Manager of the City of Folsom to sign petitions and assessment ballots on behalf of all City-owned properties in the HFPBID. This signature shall be deemed valid only if petitions are received from property owners representing over fifty percent (50%) of non-City owned property proposing to be assessed in the HFPBID; and
WHEREAS, the City owns the following eighteen (18) properties proposed to be assessed within the renewed HFPBID:
070-0052-023-0000
070-0052-027-0000
070-00 I 0-0 I 7-0000
070-0034-002-0000
070-0032-005-0000
070-0034-00 I -0000
070-0045-027-0000
070-0045-026-0000
070-0033-003-0000
070-004 1 -003 -0000
070-004r-001-0000
070-0042-001-0000
070-0045-01 5-0000
070-0032-002-0000
070-0033-002-0000
070-0041-002-0000
070-0045-028-0000
070-005 I -043-0000
WHEREAS, the City Council has determined that the public interest will be served by having these properties participate in the renewed HFPBID.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Folsom that the City Manager is hereby authorized to sign petitions and assessment ballots indicating support for the proposed renewal of annual assessments levied by the HFPBID, which is estimated at $82,644.22 for the City properties, on behalf of the City of Folsom. Future assessment rates may be subject to an increase of no more than three percent (3%) annually.
PASSED AND ADOPTED this 28th day of March,2023, by the following roll-call vote:
Resolution No. 11007
Page I of2 Page 213
03/28/2023 Item No.11.
AYES:
NOES:
ABSENT:
ABSTAIN:
Councilmember(s):
Councilmember(s):
Councilmember(s):
Councilmember(s):
Rosario Rodriguez, MAYOR
ATTEST:
Christa Freemantle, CITY CLERK
Resolution No. 11007
Page2 of2 Page 214
03/28/2023 Item No.11.
ATTACHMENT 2
03/28/2023 Item No.11.
2$24-2fi33
;
HISTORIC FOLSOM
PROPERTY AND BUSINESS IMPROVEMENT DISTRICT
MANAGEMENT DISTRICT PLAN AND ENGINEER'S REPORT
Prepared punaant to the Prope@ and Business Improuement District Iu, of / 994, Streets and Highway Code section 36600 et sec1.
03/28/2023 Item No.11.
Contents
I. Overview.... 3
7IV. History and Accomplishments
V
VI. Service Plan & Budget........ 1,2
IX. Engineer's Report......... ..'...... 18
Appendix 1 - Maximum Annual Assessment Rates............ -------.'..32 Appendix 4 - ParcelAssessment Calculations 45
Appendix 5 - Total Estimated Maximum Cost of Improvements, Maintenance, and Activities ............ 49 Appendix 6 - Baseline Services Ptovided..... .............. 50 Prepared by Civitas
arlta
CIVITAS
PAPTNENSHIPS' PNOGRESS. PNOSPENITY
www.civiasadvisots. com
(800)eee-7781
,1
"'Li.
l
l. I
FOLSOMHISTORIC
DlslRlc r. A55n(:IATroil
Historic Folsom PBID Management District Plan
03/28/2023 Item No.11.
I. OVERVIEW
Developed by a growing coalition of ptoperty owners, the Historic Folsom Propetty and Business Improvement District (HFPBID) is a benefit assessment district whose main goai is to provide improvements, maintenance, and activities which constitute and convey a special benefit to assessed parcels. This approach has been used successfirlly in other cities throughout the country to provide special tenefits to property owners, namely increased sales, attracion of new tenants, increased occupancies, and specifically increased property values. The HPBID was created in 2008 and was subsequently renewed in 201.4 for a ten (10) year tem. The HPBID has reached the end of this term, and ptoperry owners now wish to renew the HPBID for another ten (10) year tefin. The renewed HFPBID will continue to provide senices above and beyond those furnished by the City of Folsom, for the direct benefit of assessed parcels. As required by state law, property owners have cteated this Management District Plan (Plan) to renew the HtrPBID.
Location: The HFPBID is located in the historic commercial area of theCity of Folsom. It is bound by the Folsom Lake State Recreation ^rea on the north and west, the Sutter Street / Figueroa Steet Alley on the south, and Scott Street on the east. A map is provided in Section V.
Purpose: The purpose of the HFPBID is to provide improvements, maintenance, and activities which constitute and convey a special benefit to assessed parcels. The HFPBID will provide Advocacy & Prognm Coordination, Image Enhancement & Matketing, Enhanced Maintenance serrices, and related administtation direcdy and only to assessed parcels within its boundaries.
Budget: The HFPBID annual assessment budget for the initial year of its ten (10) year operation is anticipated to be ff170,757.1,2. The annual budget may be subject to an inctease in assessment rates of no more than three percent Qn per year. The assessment funds will be supplemented by non-assessment funds (such as grants and event income), so that the toral budget for the initial year is estimated at fi179,663.27. The amourit of non- assessment funds is the minimum amount necessary to pay for the general benefit provided by District pfograms. Further detail on the sepatation of special and general benefit is ptovided in Section fX.
Cost: The cost to the parcel owneris based on parcel size, benefit zone, and parcel use as shown in the table below. Property tax-exempt parcels owned by non-profit entities and religious institutions will be assessed atfifBI percent (507") of the standard commercial assessment rate. Parcels with single-family residential uses shall not be assessed. Assessment rates afe subject to a cost-of-living increase of no more than three petcent (3o/o) per year. The annual inctease will be based on the Consumet Pdce Index.
Patcel Type
Annual Assessment Rate ($/sq ft)
ZoneTA ZonelB Zone2 Zone3 Zone4
Cornmercial Uses $0.1 5 $0.17 $0.17 $o.o8s $0.075
Non-Profit/Religious $o.07s $0.085 $0.085 $0.0425 $0.037s -)Historic Folsom PBID Management District Plan
03/28/2023 Item No.11.
Renewah HFPBID renewal requires submittal of petitions from property o\r/ners represenung more than 50% of the total assessment. The "Right to Vote on Taxes Act" (also known as Proposition2l.B) requires a ballotvote in which more than 50% of the ballots received, weighted by assessment, be in support of the HFPRID.
Duration: The HFPBID will haveaten (10)-year-life, beginningJarruary 1.,2024 through December
31.,2033. Near the end of the term, the petition, ballog and City Council hearing process must be repeated for the HFPBID to be renewed for another term of up to ten (10) years.
Management The Folsom Historic DistrictAssociation (FHDA) will continue to se1ve,zs the Owners' Associarion for the HF'PBID, with oversight ftom the Folsom City Council. 4Historic Folsom PBID Management Disttict Plan
03/28/2023 Item No.11.
il. IMPETUS
There are several reasons why now is the time to renew the HFPBID. The most compelling reasons are as follows.
1. The Need to be Proactive in Determining the Future of Histotic Folsom.
In order to protect their investment, patcel ov/ners must be partners in the process that determines the level and frequency of services, and how new improvements and development projects ate implemented. The HFPBID will allo.r these owners to lead and shape future services and improvements through the HFPBID.
2. The Need to Attract New Business and Investment Throughout Historic Folsom.
If Historic Folsom is to compete as a successfirl commetcial district it must develop its own well- financed, proactive strategy to retain businesses and tenants as well ^s attract new business and investrnent. The HFPBID provides the financial resources to develop and implement a focused strategy that will work to pfevent and fiIl vacancies and aLttact neve tenants to all ateas of Historjc Folsom.
3. An Opportunity to Cteate a Pivate/Public Patnership with a Unified Voice for Historic Folsom.
Because parcel owners would be investing financiai resources through the HFPBID, they will be looked upon as a strong p^finer in negotiations vzith the City. This partnership -ill have the ability to leverage the patcel owner's investment with additional pubJic investment in Historic Folsom.
4. An Opportunity to Establish.Private Sector Management and Accountability.
A non-profit, private orgatizaion formed for the sole pulpose of improving Historic Folsom will manage the services provided and the HFPBID. Annual HFPBID work plans and budgets ate developed by a board composed of stakeholders that own property in the Historic Folsom.
Improvements and activities provided by the HFPBID are subject to private sector performance standards, controls, and accountability.
5Historic Folsom PBID Management Disttict Plan
03/28/2023 Item No.11.
III. BACKGROUND
The International Downtown Association estimates that more than 1,500 Property and Business Improvement Districts (PBID$ currendy operate throughout the United States and Canada. PBIDs ate a time-tested tool for property ov/ners who wish to come together and obtain collective services which benefit their properties.
PBIDs provide supplemental services in addition to those provided by local govemment' They may also finrnce phy.ical and capital improvements. These improvements and activities are concentrated within a distinct geographic area and are funded by a special patcel assessment. Services and improvements are only provided to those who pay the assessment.
Although funds are collected by the local govemment, they are then ditected to apivatenonprofit. The rronprofit implements services and ptovides day-to-day oversight. The nonprofit is managed by a Board- of Dfuectors r.presenting those who pay the assessment, to help ensufe the services meet the needs of pfopefty ownefs and arc responsive to changing conditions within the PBID.
PBIDs all over the globe have been proven to work by providing services that improve the overall viability of commercial districts, resulting in higher propefty values, lease tates, occupaflcy rates, and sales volumes' The HFPBID will be renewed pursuant to a state law that took effect inJanuary of 7995. The "Property and Business Improvement District Latxr of L994," which was signed into law by Govemor Pete Wilson, ushered in a new generation of Property and Business Improvement Districts in California. I(ey ptovisions of the law include:
ptoperries in each individual PBID;
of proposed assessments;
ptograms, with oversight from property owners and the City; are willing to pay; and
property owners.
The "Properq andBusiness Improvement Business District Law of 1'994' is provided in Appendix 2 of this document.
6Historic Folsom PBID Management District Plan
03/28/2023 Item No.11.
IV. HISTORYANDACCOMPLISHMENTS
A. History
Folsom's Historic District is the City's original centtal business district, with a vast amount of history and unique chancter that is beloved by the community. Folsom has experienced significant growth and the Folsom Historic District property owners embraced the need for the district to be clean, safe, atttacive, and marketable. With the gtowth of new shopping centers, Historic Folsom pfoperty owners felt it vital to continue to ^tttactvisitors with enhanced beautification and professional management. The mission of the Folsom Historic District Association is to preserve, and independently shape the unique qualities that make it atttactive, safet, cleaner, and mote marketable.
In 1,997 the City of Folsom designated a defined area known as the Suttet Street Histonc Commercial Subarea in the Historic District Specific Plan, with a goal to maintain, restore, and reconstruct sites which represent the history of the Folsom area. These are the boundaries which encompass the PBID.
In2006 the Folsom Historic District Association began the process of establishing a PBID. The goal was to provide for the maintenance, beautification, marketing, and management of a completed Streetscape Project funded by the Folsom Redevelopment Agency. The PBID was established for its initial five (5) year term beginning in 2008 and was subsequendy renewed in 201'4 for a ten (10) year tefm.
B. Accomplishments
The Historic District of Folsom is a thdving, vibrant place to be proud of. It is without question that since its inception in 2008,the PBID has been pivotal in making a difference in the development of this special part of Folsom. Listed below are some key points in which this valuable program is working:
Advocagv and Program Coordination
o Routine programs that are encouraged and promoted:
o Monthly MerchantMeetings/networking
r Fosters a sense of community and good neighbors
I Merchant Meetings have included meetings with Safety Officers, Ftee CPR Ttaining, Community Leader discussions
r Important reviews of upcoming, tecendy passed, or cuffent events o Marketing and Insagram classes, etc .
o Monthly marketing meeting with City, Chamber, Museums o Neighbor and Stakeholder quartedy meetings
o Regular updates between meetings to all businesses within the District o Regular updates to the community via Constant Contact, e-blasts, Website updates
o ProfessionalManagement
o 1 full-time execudve director
7Historic Folsom PBID Management District Plan
03/28/2023 Item No.11.
o 2 seasonal Part time emPloYees
o 60 on-call seasonal event staff
o Sewices also include accoundng, legal, telephone, postage, and insurance costs.
Image Enhancement and Matketing
o PublicPlazaActvalion
o Year-round Saturday Farmets Matket dmwing in 800-1000 visitors weekly o 65+ days Seasonal Ice rink drawing in 22,000 skaters and additional 45,000 observers
e AmphitheaterActivation
o Yeat-roundactivation
o Concerts
o Dance Performances
o Graduations
o Local High School Spirit Parades
o Fashion Shows
o Award Ceremonies for local sporting events
o Matketing and Promotion of the Historic District
o lncreased
H':*5:L:,"J"'::tT
through new events
o Sip and Stroll
o Spirits, Brews, and Bites
o Hometown Parade
o Art Hop
o Folsom Lake Symphony lerformance
o Peter kwis Memorial Blood Drive
o Soap Box D.tby
o Festifall
o Spring and Fall Concert Series
o Twilight Concert Series (August)
o Holiday Light Promenade - 6 week Christmas Ught Stroll in the District, Santa Visits, Horse and Carriage rides
o Pedestrjan Promenade - Road closures, live music, pop up events o Partner Events - FHDA Handles the scheduling, permits, communications and assists with marketing for these annual events:
o Shakespeate (Take Note TrouPe)
o Peach Festival piving Smart)
o Light up the Dark (?owerhouse Ministties)
o Eggcellent Adventure PassPort
o One-Off Events
o Heto Recognition (Folsom Fite Departrnent)
o Rainbow Btidg. 100 Yeat Centennial Event
o VW and Exotic Car shows
8Historic Folsom PBID Management District Plan
03/28/2023 Item No.11.
a
o and too many more to list
Btanding
o New Logos for FHDA - Regular
o New Logo for FHDA - Holiday Season
o New District banners (Spdng andWinter)
Video Production
o Videos featuring Histotic Disuict merchants during Covid o Videos featuring dancing merchants for Reopening Celebmtion o Sponsor thankyouvideos for malor events
o Videos featuring highlights from the C'mas Ttee Lighting, Holiday Ptomenade, and F{ometown Pande
Enhanced Maintenance
r Maintenance and beautification program that sffives to keep the Historic District neat and tidy, as well as make aesthetic improvements
o ""T"#ff:?l'#:#l'""^u'a on 3 brocks
r Shade Structure over amphitheater
' Cametas at Parking Garage,Amphitheatet and Sutter St
: i;#J,##fi:H.1-;.f
ltT*lln "o'
o 15 ambassadors trained to provide support on weekends and during events
Lincoln Highway signage in district
r Denotes Folsom's panin the eady 1900 highway system
Continsencv and Renewal
o Paftof the PBID plan is a fiscal reserve to account for changes in anticipated revenue andf ot expenses. This is a very small part of the overall budget (4'/)bttvery prudent to plan for. r At the end of the PBID terrn, if there are overages in this portion of the budget, the funds can be used toward tenewal of the PBID.
9Histotic Folsom PBID Management District Plan
03/28/2023 Item No.11.
V. BOUNDARIES
A. HFPBID Boundaries
The HFPBID is located in the historic commercial area of the City of Folsom. It is bound by the Folsom Lake State Recreation are orr the north and west, the Sutter Street / Figueroa Street Alley on the south, and Scott Street on the east.
The service area includes approximately 81 properties with 46 propefty owners. The HtrPBID boundary is illustrated by the map below. A larger map is ava:lable on request by calling Civitas at (91'6) 437 -4300.
Historic Folsom PBID
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Historic Folsom PBID Management District Plan 10
03/28/2023 Item No.11.
B. Benefit Zones
The Historic Folsom PBID will have four Zones of service. Zone 1. includes parcels within the HtrPBID boundades in the Historic Folsom Station, the Regional Transit Lrght Rail Station, and the Leidesdorff Plaza next to rhe Light Rail Station. Zone 2 includes all patcels within the HFPBID boundaries along Sutter Street that are bounded by Folsom Boulevatd to the west, Scott Stteet to the east, the Sutter Stteet / Figoeroa Street Alley to the south, and (with the exceptio n of Zone 1 parcels) by Leidesdorff Stteet on the norrh. Zone3 includes all parcels vdthin the HFPBID boundaries north of Leidesdorff Street that are bounded by Folsom Boulevard to the west, the Folsom Lake State Recreation Area (FLSRA) to the nofih, and Riley Street to the east. Zone 4 includes all parcels within the HFPBID boundaries located in the Coqporation Yard, west of Folsom Boulevatd.
The HFPBID boundary is illustrated by the boundary map included in Appendix 3. Parcels in the map are identified by Map ID numbers corresponding to the Assessor's Parcel Numbers, included in the Assessment Calculation Table which can be found in Appendix 4.
It is the intent of the Engineer's Report that each patcel included in the HFPBID can be clearly identified.
Every effort has been made to ensure that ail, parcels included in the HFPBID are consistent in the boundary description, the boundary map (included as Appendix 3), and the Assessment Calculation Table (included as Appendix 4). However, if inconsistencies arise, the otder of precedence shall be: 1) the Assessment Calculation Table, 2) the District Boundary Map, and 3) this boundary description.
If the development, ownership, size, or zotttng of a parcel changes during the term of this Disttict, the assessment calculation may be modified accordingly.
Historic Folsom PBID Management Disttict Plan 11
03/28/2023 Item No.11.
\rI. SERVICE PLAN & BUDGET
A. Renewal
Property and business owners in Historic Folsom had been concemed about the need for cootdinated supplemental services in the atea for several years. City services and effots in the area have been welcomed, but limited resources have not allowed for a mote comprehensive apptoach to managing the commercial area. As a result of the need for sewices the HtrPBID was formed in 2008, and subsequendy renewed tn201,4,and properry owners now wish to renew the HtrPBID fot another ten (10) year term.
A service plan to provide special benefits to assessed properties was developed using several methods. A series of propefty owner meetings, a survey of property owners, and an analysis of curent pfoperty conditions and needs were conducted. The pnmary needs identified were: Advocacy & Ptogram Coordination, Image Enhancement & Marketing, and Enhanced Maintenance. To meet those needs, the renewed HF'PBID will continue to generate funds to provrde these services, and related administration to assessed parcels within its boundaties.
B. Improvementst Maintenance and Activities
The HFPBID will provide supplemental improvements, maintenance and activities that are above and beyond those provided by the City and othet govemment agencies. None of the services to be provided by the HFPBID are provided by the City or othet govemment agencies. The improvements and activities will be provided directly and only to assessed parcels; they wiil not be provided to parcels that ate not urr....d. Each and every service is unique to the HFPBID, thus the benefits provided arep^tticulat ^nd distinct to each assessed parcel.
l. Advocacy and Program Coordination
To provide Historic Folsom property owners with an effective, clear voice in government decisions, the advocacy will include an administratot to speak fot the ownets within the HFPBID.
The administratorwill ensure the delivery of quality services of the HFPBID and act as the unified voice to repfesent the interests of assessed parcels within the HFPRID. The HFPBID will focus on ways to garfler additional funding and services from public entilies specifically for Histotic Folsom improvements. These programs will work to specially benefit assessed parcels by increasing corffnerce and making them more desirable for shoppers and potential tenants and will be a service provided direcdy to assessed parcels that is not provided to the public-at-large or parcels sutrounding the District. The program coordination budget also includes genetal administrative costs, such as accoundng, legal, telephofie, postage, and insurance costs.
2. Image Enhancement and Marketing
Image enhancement will include marketing and promotions to promote Historic Folsom as a destination with a rich set of unique opportunities. In order to draw customers to Historic Folsom, the District needs to market itself as a single locality for a wide variety of atttactions, events, and services. The HtrPBID will coordinate exciting and fun events for the histotic area.
Further, the marketing program wi.ll garner positive media coverage of Historic Folsom, and the good things happening in the arca.Interrrall1 it will be important to facilitate consistent and fiequent communications with parcel owners and tenants. The Historic Folsom PBID will work closely with the Folsom Chamber of Commerce, the Folsom Tourism Bureau, and othet stakeholders in the Historic Disuict, as well as Folsom's City Govetnment, to coordinate marketing efforts to make this program as efficient and possible. These programs will work to Historic Folsom PBID Management Disttict Plan T2
03/28/2023 Item No.11.
specially benefit assessed parcels by increasing commerce and making them more desirable for ,hopp.t. and potential tenants, and will be a service provided direcdy to assessed parcels that is not provided to the public-at-latge or parcels suffounding the District.
3. Enhanced Maintenance
A maintenance and beautification program will keep Historic Folsom clean as well as work to make aesthetic improvements. A landscaping program will maintin trees and cut back any weeds along the sidewalks and in public areas. In order to establish and maintain a uniform standatd of cleanliness throughout the HFPBID, a m^nten^nce pattol will ptovide additional debris and garbage collection beyond existing City services. The HFPBID will condnue to work with the City to enforce ordinances which encourage a cleanand aesthetically pleasing envitonment. These programs will work to specially benefit assessed parcels by incteasing colrrnerce and making them mote desirable fot shoppers and potential tenants.
4. Contingency and Renewal
The budget includes a prudent fiscal reserye. Changes in data and other issues may change the anticipated revenue and expenses. In order to buffer the orgarization for unexpected changes in ,.rr.nr., andfot allow the HFPBID to fund other overhead or renewal costs, the reserve is included as a budget item. At the expitation of the HFPBID, if there are contingency funds remaining and owners wish to renew, the remaining funds could be used for the costs of renewal'
5. County and City Administration Fee
The City of Folsom shall retain a fee equal to thtee percent (3%") of the amount of the assessment collected to cover the costs of collection and administration for the City of Folsom and the County of Sacramento.
C. Annual Assessment Budget
A projected ten (1O)-year budget for the HFPBID is provided below in sub-section F,. The overall assessment budget shall remain consistent with this Plan. In the event of alegal challenge, assessment funds may be used to defend the HFPBID. The annual assessment budget is based on the follovdng assumptions and guidelines:
7. The cost of providing improvements, maintenance and activities m^y vaty depending upon the market cost for those improvements, maintenance, and activities. Expenditures may require adjustment up or down to continue the intended level of improvements, maintenarice, and activities. The FHDA and their boatd shall have the authority to adjust budget allocations between the categodes by no more than fifteen percent (157o) of the total budget per year' Any change will be approved by the FHDA and submitted with the Annual Report.
2. Funds not spent in any given yeat may be rolled over to the next yeat'
3. The assessment rate will be subject to annual increases that will not exceed three petcent (3%) per year. The annual increase will be based on the Consumet Price Index for All Items fot the San Francisco-Oakland-San Jos6 Area published by the United States Departrnent of Labor Bureau of Labor Statistics or, if no longet published, the City may select as a reference another index published by either the State of Califomia or a federal department or agency charged with the responsibility of measuring the cost of living in the local geographical area.The City Council may delay or reject the annual increase in its discretion. The projections below in sub-section E illustrate the maximum annual three percent QO increase for all budget items.
Historic Folsom PBID Management Disttict Plan 13
03/28/2023 Item No.11.
D. Service Budget
The total improvement, maintenance, and activity budget for 2024 that is funded by property assessments is $170,757.72. \n addition to the assessment revenue, the progtams will be supplemented by non- assessment funds. The total of non-assessment funds, and the determination of special and general benefit, is included in the Engineer's Repott. The total of assessment and non-assessment funds is provided in Appendix 5. Below is an illustration of the estimated total assessment budget allocations for each budget categolry for the initial year of the of the District. Non-assessment funds may be shifted between budget categories as needed by the Board of the Ownets'Association.
County/City
Administration Fee,
5s,1.23,3%
lnitial Annual Assessment Budget i 5t7O,757.L2
Contlngency/ Renewal,
Advocacy & Program
Coordination,
5s9,76s ,3s%
56,830 ,4%
Enhanced
Maintenance,
s4O,982 ,24%
lmage Enhancement
$58,057,34%
Historic Folsom PBID Management Disttict Plan 1.4
03/28/2023 Item No.11.
E. Annual Mo<imum Assessment Budget
The budget below assurnes the maximum annual increase of three percent (3%") is enacted and that there are no changes to the categodcal budget allocations.
Year
Advocacy &
Program
Coordination
Image
Enhancement
Enhanced
Maintenance
Contingency/
Reserve
County/
City
Fee
Total
2024 fi59,764.99 ff58,057.42 $40,981.71 $6,830.29 fi5,r22.7r fi1,70,757.1.2 2025 $61.,557.94 fi59,799.r4 fi42,21,1,.16 $7,035.20 fi5,276.39 $175,879.83 2026 $63,404.68 fi61.,593.12 fi43,477.49 fi7,246.25 $5,434.68 $r81,,156.22 2027 $65,306.82 fi63,440.91 fi44,781.82 ff7,463.64 ff5,597.72 $186,590.91 2028 $67,266.03 fi65,344.1,4 fi46,1,25.27 $7,687.55 $5,765.66 $192,i88.65 2029 fi69,284.01 fi67,304.46 $47,509.03 $7,918.18 fis,938.62 $197,954.30 2030 $71,,362.53 fi69,323.59 $48,934.30 fi8,155.72 $6,116.78 $203,892.92 2031 $73,503.40 $71,403.30 $50,402.33 $8,400.40 $6,300.29 $210,009.72 2032 $75,708.50 $73,545.40 $51,914.40 fi8,652.41 $6,489.30 fi216,31,0.01 2033 fi77,979.76 fi75,751,.76 $53,471.83 $8,911.98 $6,683.97 fi222,799.30 Total $685,138.66 ff665,563.24 $469,809.34 ff78,301.62 $58,726.12 $1,957,538.98 Historic Folsom PBID Management District Plan i5
03/28/2023 Item No.11.
VII. ASSESSMENT RATE
A. Assessment Formula
Individual assessed parcels shall be assessed an assessment rate according to each assessed parcel's proportionate special benefit derived ftom the services provided to each assessed parcel, as shown in the table belovr.
Parcel Type
Annual Assessment Rate ($/sq ft)
ZonelA ZonetB Zone2 Zone3 Zone4
Commercial Uses $0.1s $0.17 $0.1 7 $0.085 $0.075
Non-Profit/Religious $0.07s $0.085 $0.08s $o.o42s $0.0375 B. Changes in Development' Ownership rZoning, or Parcel Size If the development, ownership, size, or zontngof aparcelwithin the HtrPBID boundary changes during the term of the HFPBID the assessment amount may be modified according to the assessment methodology detailed in this Plan that is applicable to the parcel. These changes may be a result of land adjustments (including but not limited to lot splits, consolidations, dght away setbacks, etc.), new construction, ne\r/ ownership, or changes in zoning.
C. Assessment Ballot and Public Notice
Dudng the hearing process, an Assessment Notice will be sent to owners of each patcel in the HFPBID.
The Assessment Notice provides an estimated assessment. The final individual assessment for any particular parcel may change, up or down, if the parcel square footage, patcel type, benefit zofle, ot d.rrelopm.nt status differ from those used to calculate the amount shown on the Assessment Notice. A [st of parcels to be included in the HFPBID is provided within Appendix 4.
D. Time and Manner fot Collecting Assessments
As provided by State Law, the HFPBID assessmenturill ^ppe r as a separate line item on annual property
tax bills prepared by the County of Sacramento. Parcels which do not receive properly tax bills will be invoiced by the City. Property tax bills are genetally distributed in the fall, and payment is expected by lump sum or installment. The County of Sacramento shall distdbute funds collected to the City of Folsom, which shall forward them to the HFPBID. Existing laws for enforcement and appeal of property taxes, including penalties and interest, apply to the HFPBID assessments.
E. Bonds
Bonds shall not be issued.
Historic Folsom PBID Management Disttict Plan 16
03/28/2023 Item No.11.
VIII. GOVERNANCE
A. Ownets'Association
The HFPBID shall condnue to be govemed by the Folsom Historic Disrict Assocation (FHDA), vdth oversight from the Folsom City Council. The FHDA shall serve as the Owners'Association descnbed in the Streets and Highways Code 536651. The Boatd of Directors of FHDA and its staff arc chatged with the day-to-day operations of the HFPBID.
A majodty of the Board of Directors of Folsom Historic District Assocation must be parcel owners p^vrflg the assessment. The Board may also include representation from business owners, the City of Folsom, and the County of Sacramento. The Board of Directors must represent a variety of interests within the HFPBID and respond to the needs of property and business owners from various "commercial neighborhoods" within the HFPBID.
B. BtownAct & Public Records Act Compliance
An Owners'Association is a private entity and may not be considered a public entity for any pu{pose, flot m^y its board members or staff be considered to be public officials for any pulpose. The Owners' Association is, however, subject to govemment tegulations relating to transparency, namely the Ralph M.
Brown Act and the Califomia Public Records Act. These regulations are designed to promote public accountability. The Owners'Association must act as a legislative body under the Ralph M. Rrown Act (Govemment Code 554950 et seq.). Thus, meetings of the trHDA Board of Directots and cettain committees must be held in compliance with the public notice and other requirements of the Brown Act.
The Owners' Association is also subject to the tecord keeping and disclosute requirements of the CaJrforna Public Records Act.
C. Annual Report
The FHDA shall present an annual report at the end of each year of operation to the City Council pursuant to Streets and Highways Code 536650 (see Appendix 2). The annual report is a prospective teport for the upcoming year and must include:
7. Any proposed changes in the boundaries of the HFPBID or in any benefit zones or classification of property within the district;
2. The improvements, maintenance, and activities to be provided fot that fiscal yea4
3. The estimated cost of providing the improvements, maintenance, and activities to be ptovided for that fiscal year;
4. The method and basis of ler,ying the assessment in sufficient detail to allow each teal property owner to estimate the amount of the assessmellt to be levied against his or het property for that fiscal yeaq
5. The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal yea4and
6. The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this Plan.
Historic Folsom PBID Management District Plan 17
03/28/2023 Item No.11.
IX. ENGINEER'S REPORT
The HFPBID's parcel assessmeflts will be imposed in accordance with the provisions of Atticle XIIID of the California Constitution' Atticle XIIID provides that "on11' special benefits ate assessable,"l and requires the City to "sepatate the general benef,tts from the special benefits conferred on a parcel."2 Special benefits are a "patdcular and distinct benefit over and above general beneltts confetted on real piop.tty located in the district or to the public-at-large."3 Convetsely, a general benefit is "confetred on real propefiy located in the district or to the public-at-large."a Assessment law also mandates that "no assessment shall be imposed on any patcel which exceeds the teasonable cost of the proportional special benefit conferred on that parcel."s
The Engineer determined the total cost of the improvements and activities, quantified the general benefit accruing to the public-atJarge and non-assessed parcels adjacent to and within the HFPBID, and separated that amount from the special benefit accruing to the assessed parcels. Then, the Engineer determined the proportional special benefit derived by each patcel and allocated the special benefit value of thb improvements and activities accordingly. The Engineet's detetminations and detailed calculations are summatized in this report.
A. Separation of Genenl and Special Benefits
Each of the improvements and activities, and the associated costs and assessments within the HFPBID, were reviewed, identihed, and allocated based on special and general benefits pursuant to Article XIIID of the Cahfornta Constitution. The assessment has been apportioned based on the proportional special benefits conferred to the assessed parcels located within the HFPBID boundaries as determined below.
l. General Benefits
Unlike special benefits, which are conferred direcdy and only upon assessed parcels, a general benefit is conferred on the general public or non-assessed parcels. Existing City and other public services, which are provided to every person and parcel, everywhere within the City, ate afl example of a general benefit. Although the HFPBID's boundaries have been narrowly dtawn and programs have been carefully designed to provide special benefits, and activities and improvements will only be provided directly to assessed parcels, it is acknowledged that there will be general benefits as a result of the District's activities and improvements.
The California Constitution mandates that "onl;' spssid benefits ate assessable, and an agency shall separate the genetal benefits from the special benefits."6 "Generally, this separation and quantification of general and special benefits must be accomplished by appotrioning the cost of a service or improvement between the two and assessing property owners only for the portion of the cost representing special benefits."7 The first step that must be undertaken to separate genetal and special benefits provided by the District's activities and improvements is to identify and quanti$' the general benefits. There are two bodies who can receive general benefits: the public-atJarge within the HF'PBID, and non-assessed patcels within and surrounding the HFPRID. t Cal. Const, arL XIII D, S4(a)
z Cal. Const, arl Xlll D, Sa[a)
3 rd, s2[i)
a Cal Corist, artXlll D $2fil
s Cal. Consl, arl XIll D, S4[a]
e Cal. Consl, artXlll D Sa[aJ
z Golden Hiil neighbor-hobd Association v. City of San Diego (2011) 199 CalApp'4n 416 Historic Folsom PBID Management District Plan 18
03/28/2023 Item No.11.
^. General Benefit to the Public-at-Large
Although the activities and improvements are narrowly designed and carefully implemented to specially benefit the assessed parcels, and only provided direcdy to assessed patcels, they will generate a genen), benefit to the public-at-largewithin the HFPBID. State law indicates that "Activities undertaken for the pulpose of confering special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed."s However, "the mete factthat special benefits produce incidenal or collatetal effects that benefit property or Persons not assessed does not convert any portion of those special benefits or their incidental or collatetal effects into general benefits."e Further, "the value of arry incidental or collatetal effects that ar{se from the imptovements, maintenance or activities of a property-based district and that benefit propefty or persons not assessed shall not be deducted from the entfuety of the cost of any special benefit or affect the ptoportionate special benefit dedved by each idenufied patcel."1o Thus, although there may be some incidental benefit to persons engaged in business on the assessed patcels, that incidental benefit is not considered general benefit because it is inherendy produced by activities and improvements that provide speciai benefits to the assessed parcels. There is, however, a genetal benefit to persons not engaged in business on the assessed parcels.
Intercept surveys conducted in similar districts have found that approximately 98.60/o of pedestdan traffic within the district boundaries is engaged in business on assessed parcels, while the remaining approximately l,.4ohis simply passing thtough and not engagingin business on the assessed parcelsll. To ensure that the assessment dollars do not fund general benefits to the public-at-1arge, that portion of the cost of services will be paid for with funds not obtained through assessments. Out of an abundance of caudon, the 1.4oh figure was rounded to 2o/o for the pulposes of this Engineets Report. The 2o/o of taffic passing through does not l:rave any connecdon to the assessed patcels, and therefore does not represent a special benefit to the assessed parcels. The2o/o will, however, receive a derivative and indirect general benefit as a result of the activities and improvements being provided in the HFPBiD. Therefote, it is estimate d that 2oh of the benefit created by the HFPBID's services is general benefit provided to the public-at-large. To ensure that the assessment dollars do not fund general benefits to the public-at-Iarge, that portion of the cost of activities and improvements will be paid for with funds not obtained through assessments. Using the2oh figure, based on the initial year activity and improvement budget, the value of this general benefi t to the public -at-large is fi3j9327 (fi17 9,662.27 *0.02). b. General Benefit to Non-Assessed Parcels
Although they are only provided direcdy to the assessed parcels, the HFPBID's activities and improvements may also confer general beneltts upon non-assessed parcels within and surrounding the HFPBID. One study examining ptoperty values in PBID areas found "no evidence of spill-over impacts (either good or bad) on commercial propeties located just outside the BID's boundaties;"12 however, the California Court of Appeals has stated that "services specifically intended for assessed parcels concomitantly confer collateral general benefits to surrounding properties."t3 It is reasonable to conclude that activities and improvements within the HFPBID will have an incidental impact on non-assessed parcels surrounding or within the HFPBID boundaries. Although the legislature has a Streets and Highways Code seaion 36601(h)[2)
e tbid
ro Streets and Highways Code Section 36622(k)(2)
rr Surveys conducted in: North Park, San Diego (fanuary 2015J; Downtown Burbank (October 2017); Downtown Pomona (April 2018'l: and Sunrise MarketPlace, Citrus Heiehts fDecember 20191 12 Fuiman Center for Real Estate & Urban Poliry; ihe Impact of Bufiness Improvement Districts on Property Values: Evidence from New York Citv [20071 o.4ts Beuu v. Ri'iei'siae [2oro) 184 calApp.4t} 1516 Historic Folsom PBID Management District Plan 19
03/28/2023 Item No.11.
indicated that "the value of any incidental or collateral effects that arise ftom the imptovements, maintenance, or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special beneFlt,"1a the California Court of Appeals has noted that "the chatacteization of a benefit may depend on whether the parcel teceives a direct advantage from the improvement. . .or teceives an indirect, derivative advantage resulting from the overall public benehts of the improvement."ls Those derivative and indirect impacts are considered general benefits and will be quantiFred and separated.
In this Engineer's opinion, because activities and improvements are provided only within the HFPBID and on its perimetet, patcels separated from the HFPBID by either at least one intervening patcel or an impassable physical barier such as a wall, rzrilroad track, freeway, or ditch will not teceive spill ovet benefits. Parcels separated from the HFPBID will not benefit because they are physically removed from the actual location of activities and improvements provided, and do not face serviced parcels.
Therefore, this analysis considers non-assessed parcels within the HFPBID's boundaries and surrounding parcels that arc immediately adjacent to and accessible from the HFPBID's boundaries.
The total HFPBID activity and improvement budget for the first year is $179,663.27. Aftet reducing the activity and improvement budget by the general benefit to the public-at-large ($3,593.27), the remaining benefit to parcels is $176,070.00. This benefit has been distributed to both assessed and non-assessed parcels using the following methodology. The general benefit to the public-at-latgehas been proportionally allocated to the HFPBID's activity and improvement categories as shown in the following table.
Category Benefit to Patcels
Benefit to
Public-at-
Latge
Total
Advocacy & Ptogram Coordination $61,890.36 fi1,,263.07 fi63,1.s3.43 Image Enhancement $se.707.94 $1,218.53 fi60.926.47
Enhanced Maintenance fi42.1.46.79 $860.14 $43.006.93
Contingency/Renewal fi7,042.81, fi143.73 $7,186.54
County/City Administtation Fee fis,282.1.0 $107.80 $5,389.90 TOTAL $176,070.00 $3,593.27 $179.663.27
To determine the general benefit to parcels, the Engineer assigned each parcel group a benefit factor, determined the appropri ate parcel characteristic to use in the calculation, multiplied the benefit factor by the benefit characteristic to determine the benefit units attributable to each parcel group, and apportioned the remaining service cost (service cost minus general benefit to the public) in accotdance with the benefit units derived by each parcel group'
i. Benefit Factors
All parcels within and adjacent to the HFPBID have been assigned a benefit factor to mathematically represent the proportional special and general benefit and quantiSt the value of each. The determination of benefit factors for each type of activity follows. 14 15
Streets and Hishwavs Code secnon36622(k)(2)
Tiburon v. Bon"ande"r [2009J 180 CalApp.4*'1057,1077
Historic Folsom PBID Management District Plan 20
03/28/2023 Item No.11.
Tangibk Aaiuities
The tangible activities (those that are physically provided via a person or people wotking thtoughout the district) to be provided by the HFPBID generate three types of special benefits:
Seraice -The primary special benefit provided by the HFPBID's physical act-ivities is the actual service.
Presence - The HtrPBID's physical activities also provide the special beneht of an individual's pfesence on the assessed parcel as the activities are provided, which can have a deterrent effect and creates a positive impression that the area is well-maintained and safe. The "Disneyland effect" is the benefit the parcels receive fiom the observation that parcels are being maintained. There are studies which link the petception of cleanliness to a perception of increased security.
Proximig - The HFPBID's physical activities also provide the special benefit of being in proximity to a cleaner, safer parcel. Neighboring patcels enjoy the spillover benefits of being zdlacent to increased safeLy and cleanliness.
The majority of the benefit received by the patcels is the tesults of the district's services; onsite ptesence and proximity are lesser benefits. It is this Engineer's estimation that seventy-fltve percent (75ok) of the special benefit from the HFPBID's physical activities is the service, while the presence and proximity benefits each account for twelve and one-half petcent (12.5% presence, 12.5% proximiry) of the special benefit. Assessed patcels will receive all three benefits; non-assessed parcels within and adjacent to the HF'PBID will not be directly serviced and therefore only receive the general benefit of proximity.
Intangible Actiuitiet
Some of the HFPBID's activities, such as marketing, are distinct in that they are not provided to a targeted area within the HFPBiD , rather they arc provided via Internet,. radio, and other forms of media and targeted at an audience outside the HFPBID in an effot to bring the audience into the HFPBID. These activities provide two types of special benefits:
Direct Exposure -The primary special benefit provided by the HFPBID's intangible activities is exposure. The intangible activities increase awareness of the HF'PBID as a commercial and business destination and lead to increased patronage.
Incidental Exposure - The HFPBID's intangible activities will also have a secondary special benefit of incidental exposure, such as word-of-mouth exposure, that results from the direct exposure and increases awareness of the HFPBID as a commerital and business destination.
The majority of the benefit fiom these activities is the direct exposure; the incidental exposure is a lesset beneht. It is this Engineer's estimation that ninety percent (90"/r) of the special benefit from the intangible activities is direct exposure, while ten percent (10%) is incidental exposure. Assessed parcels will receive both as special benefits; non-assessed parcels within and adjacent to the HF'PBID will not be direcdy marketed and therefore only teceive the general benefit of incidental exposure.
Factorr Dennnined
Based on the foregoing analysis, all assessed parcels within the HFPBID specially benefit ftom the HtrPBID's activities and improvements, and have been assigned a benefit factor of 1.0. Parcels that Historic Folsom PBID Management District Plan 21
03/28/2023 Item No.11.
are not assessed have been assigned benefit factors based on the portion of the benefit they will receive, as described above. The non-assessed parcels will benefit from 12.5% of the tangible activities and 1.0o/o of the intangible activities; therefore they have been assigned benefit factors of 0.125 and
0.10, respecti".ly.
ii. Non-Assessed Benefit Characteristics
There are two types of parcels that are not assessed; those rrithin the HFPBID and those immediately adjacent to and accessible from the HFPBID. Because they generally benefit in a differing manner, distinct parcel characteristics are used to quantifii the genetal benefit to each type.
Inside -Non-assessed parcels inside of the HFPBID are surrounded by patcels that are assessed and receiving the full special benefits; they will, therefore, receive the general benefits of proximity and indirect exposure. These parcels are impacted on more than one side by the HFPBID's activities, marketing has a direct impact all around them, and activities are provided all around them. Because these parcels are surrounded by specially benefitted parcels, it is appropriate that parcel square footage be used to measute the general benefit they receive.
AQacent -Adjacent parcels are those thatare immediately adjacent to or direcdy across the street from specially benefitted parcels, and accessible fiom specially benefitted parcels. These parcels generally benefit differently than those inside the district, because these parcels are adjacent to, rather than surrounded by, specially benefitted parcels. Square footage is not an appropriate measure of benefit to these parcels. Because the parcels are not surrounded by serviced parcels, a long, shallow parcel with the same square footage as a deep, narrow patcel will receive a different level of general benefit. Likewise, two patcels with the same depth but a different width adjacent to serviced parcels will benefit differently. To account for this difference, it is appropriate that parcel linear frontage be used to measure the general benefit the adjacent parcels receive.
iii. Calculations
To quantify and separate the general benefit to non-assessed parcels, the following calculations were undertaken for each budget category.
1,. The total service budget for each category was determined and the amount of general benefit to the public-atJarge was subttacted from the category budget.
2. The benefit factor applicable to each activity or improvement was multiplied by the parcel square footage or linear frontage of assessed and non-assessed parcels, to determine the number of benefit units received by each parcel group.
3. The benefit units for all parcel groups were summed, and the percentage of benefit units attributable to each parcel group was calculated.
4. The total remaining activity and improvement budget, less the amount aheady determined to be general benefit to the public-at-large, was allocated to general and special benefit categories for each patcel group using the calculated benefit percent and applicable benefit characteristic methodology.
5. The special and general benefit resulting from the administrative and contingency portions of the budget wete determined based on the proportional allocation of benefits derived from acdvities and improvements.
Historic Folsom PBID Management District Plan 22
03/28/2023 Item No.11.
Aduocary dz Program Coordination
The advocacy & program coordination budget, minus the amount of general benefit to the public-at- large, is $61,890.36. The calculations below determine the amount of general benefit to non-assessed parcels within the HFPBID. The advocacy & program coordination budget c tegory contains tangible activities; the Engineer used the 0.125 benefit factor to quantify the general benefit.
The advocacy & program coordination budget, minus the amount of genetal benefit to the public and non-assessed parcels within the HFPBID, is $60,009.03. The calculations below determine the amount of general benefit to parcels adiacent to the HF'PBID.
Therefore, the allocation of the advocacy & program coordination budget is as follows General Benefit - Public-At-Large fir,263.07
Genetal Benefit - Inside Patcels $1,881.33
General Benefit - Adjacent Patcels fi244.04
Special Benefit fi59,764.99
Total $63,153.43
Image Enhancement
The image enhancement budget, minus the amount of genetal benefit to the public-atJarge, is $59,707.94. The calculations below determine the amount of general benefit to non-assessed parcels within the HFPBID. The image enhancement budget category contains intangible activities; the Engineer used the 0.10 benefit factor to quanti$r the general benefit.
Parcel
Tt'pe
Square
Footaqe
Beneht
Factor Benefit Units Benefit
Percent
Remaintng
Budget
Assessed 1,.483.391, x 1.000 = I,483,39I.00 96.9600h x $61.890.36 = 960,009.03 Non-
Assessed 372.044 x0.125 = 46,505.50 3.0400h x $61,890.36 = $1,881.33 Parcel
Twe
Linear
Frontage
Benefit
Factor Benefit Units Benefit
Percent
Remaintng
Budset
Inside 20,786 x 1.000 = 20,786.00 99.5930 = 960,009.03 = $59764.99 Adiacent 679 x0j,25 = 84.88 0.40loh = $60.009.03 = $244.04 Parcel
Tvpe
Square
Footage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budset
Assessed L,483,391, x i.000 = i.483,391.00 91.553o/o x $59.707.94 = fi58.247.07 Non-
Assessed 372,044 x 0.100 = 37,204.40 2.4470h x $s9,707.e4 = $1.460.87 Historic Folsom PBiD Management District Plan 23
03/28/2023 Item No.11.
The image enhancement budget, minus the amount of general benefit to the public and non-assessed parcels vdthin the HFPBID , is $58,247 .07. The calculations below determine the amount of general benefit to parcels adjacent to the HFPBID.
Therefore, the allocation of the image enhancement budget is as follows General Benefit - Public-At-Latge $1,218.53
General Benefit - Inside Patcels $1,460.87
General Benefit - Adjacent Patcels $189.65
Special Benefit $58,057.42
Total $60,926.47
Enhanced Maintenance
The enhanced maintenance budget, minus the amount of genetal benefit to the public-atJatge, is fi42,146.79. The calculations below determine the amount of general benefit to rion-assessed parcels within the HFPBID. The enhanced maintenance budget category contains intangible activities; the Engineer used the 0.10 benefit factor to quantifii the general benefit' The enhanced maintenance budget, minus the amount of general benefit to the public and non- assessed parcels within the HFPBID, is $41,115.58. The calculations below determine the amount of general benefit to parcels adjacent to the HFPBID.
Parcel
Tvpe
Linear
Frontaqe
Benefit
Factot Bene{it Units
Benefit
Percent
Remaimng
Budqet
Inside 20,786 x 1.000 = 20,786.00 99.674o/o x $58.247.07 = $58.057.42 Adiacent 679 x 0.100 = 67.90 03260k xff58,247.07 = $189.65 Parcel
Twe
Square
Footage
Benefit
Factot Benefit Units
Benefit
Percent
Remaining
Budget
Assessed 1.483,391 x 1.000 = 1.,483,391.00 97.553% xfi42.1.46.79 = $41,115.58 Non-
Assessed 372.044 x 0.100 = 37,204.40 2.447% xfi42.1.46.79 -- ff1,,031,.21 Parcel
Twe
Linear
Frontage
Benefit
Factor Benefit Units
Benefit
Percent
Remaining
Budget
Inside 20,786 x 1.000 = 20.786.00 99.674o/o $41,115.58 = 940,981.71 Adjacent 679 x 0.100 = 67.90 0.3260/o $41,115.58 = $133.87 Historic Folsom PBID Management District Plan 24
03/28/2023 Item No.11.
Therefore, the allocation of the enhanced maintenance budget is as follows General Benefit - Public-At-Large $860.14
General Benefit - Inside Patcels $1,031.21
General Benefit - Adjacent Patcels $133.87
Special Benefit $40,981.71
Total $43.006.93
Contingenry/Renewal
The contingency/renewal budget lines items relate to the activities and improvements provided.
These costs have been allocated proportionally based on the special and genetal beneht provided by each category.
Counry/ Ciry Administration Fee
The County /C[q ^drrrlnrstration fee budget lines items relate to the activities and improvements provided. These costs have been allocated ptoportionally based on the special and general benefit provided by each category.
iv. Total Benefits
Based on the foregoing calculations, the total beneltts to assessed parcels, non-assessed parcels, and the general public ate:
Special Benefit to
Parcels
General Benefit
to Patcels
Advocacy & Program Coordination fi59.764.99 fi2.1.25.37 ImaEe Enhancement $58,057.42 $1.650.52
Enhanced Maintenance $40.981.71 $1,16s.08
Activiw Totals $158,804.12 $4.940.97
Percent 96.98250h 3.01,75%
Contingency/Renewal fi6,830.29 $21,2.51
County/ City Administration Fee fi5,1,22.71 $159.3e
Total Parcel Benefits fi170,757.72 fis.31.2.87
Special Parcel General Pubhc Total
Advocacy & Program
Coordination ff59.764.99 $2,125.37 ff1.263.07 $63,153.43 Imaqe Enhancement $58,057.42 $1.650.s2 $1,21.8.53 fi60.926.47 Enhanced Maintenance $40,981.71 $1.165.08 $860.14 $43,006.93 Continqency/Renewal $6.830.29 fi212.52 ff143.73 $7.186.54 County / City Adminis tration
Fee fis.122.71 $159.39 $107.80 $5.389.e0
Total $170,757.12 $5,312.88 $3,593.n $179,663.27
Historic Folsom PBID Management District Plan 25
03/28/2023 Item No.11.
c. Non-Assessment Funding
The programs funded by the HFPBID receive additional non-assessment funding in the form of grants, corporate sponsorships, event income, city general fund contributions, and other miscellaneous funds. These funding sources arc anticipated to equal or exceed the amount of general benefit confered annually by the HFPBID's activities and improvements, $8,906.15. These non- assessmerit funds will be used to p^y for the general benefit provided by the HFPBID's activities and improvements, ensuring that parcel assessments will only be used to provide special benefits and"any additional costs of providing general benefits [ate] not included in the amounts assessed."16
2. Special Benefit
The activities and improvements to be provided by the HFPBID constitute and convey special benefits ditectly to the assessed parcels. Assessment law requites that "the ptoportionate special benefit derived by each identified parcel shall be .detetmined in telationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the properry related serwice being provided."17 Futther, "no assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit confeffed on that parcel."18 Special benefit "includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collaterai effects benefit propetty or persons not assessed."le To determine the total special benefit value to be conveyed to the assessed patcels, we deduct the general benefit value ($8,906.15) from the total value of the activities and improvements (fi179,663.27).
The remaining $170,757.72 is considered the special benefit to assessed parcels (the "Total Assessment"). The Total Assessment fepresents the total value of the special beneht to be provided by the activities and improvements. The Total Assessment has been proportionally divided among the assessed parcels so that no assessment exceeds the reasonable cost of the proportional special benefit conferred on a parcel. The assessmentt^te has been designed to ensure that "ptoperties that receive the same proportionate special benefit pay the same assessmeflt'"20 Sewice Provided
Total Benefit
Value
Genetal
Benefit
Value to
Public
Benefit Value
to Patcels
(Special &
General)
Special Benefit
to Assessed
Parcels
Advocacy & Program
Coordination fi63.1,53.43 fi1,,263.07 $61,890.36 fi59.764.99 Image Enhancemeflt fi60.926.47 $1,218.53 fi59,707.94 $s8.057.42 Enhanced Maintenance $43.006.93 $860.14 fi42,1.46.78 $40.981.71 Continqencv/Renewal $7,186.54 ffr43.73 fi7.042.81, $6.830.29 County / CiW Admrnisttation Fee $s.389.90 $107.80 $5.282.10 ffs.1,22.71, TOTAL $179,663.27 $3,593.27 $176.069.99 $170,757.12
16 Streets and Highways Code section 36632(a)
17 Cal. Consl, artXlll LiS4ta)
18 Ibid
rg Streets and Hishwavs Code section 36615.5
20 Tiburonv. Bonhndei 1zoos11B0 CalApp.4tr 1057
Historic Folsom PBID Management District Plan 26
03/28/2023 Item No.11.
B. Assessment Methodology
l. Base Formula
Each parcel will be assessed based on ptoportional special benefits received. The variables used for the annualassessment formula arcparceltype,parcel size,benefrtzone,andlevelofdevelopment. These variables arc a[. appropriate measures of the proportional special beneltt because the need for services, level of services, and quantity of services are all relative to these vadables; thus the special benefit provided to each parcel by the services can be ptoportionally measured using these variables.
Determination of Assessment Rates
"Because not all parcels in the district are identical in size...some will receive mote special benefit than others."21 Each of the variables used relates direcdy to the service level and special benefit provided to each parcel. Parcel square footage is the size of the parcel, measured in square feet. Size is an appropriate measure of proportional special benefit because it relates direcdy to the quantity of services provided to the parcel, the highest and best use of a parcel, and reflects the long-term value implications of the HFPBID. The larger a parcel, the more services and benefit the parcel will receive.
Because not all parcels in the HFPBID are identical in use, some will teceive more special benefit than others. For example, a. non-profit owned patcel will beneht to a lesser degree than a commercial parcel, because it wilt not enjoy the benefits of increased commerce resulting from the services.
Further detail on the benefit to each parcel type is in the following pages. To determine the assessment rates, the assessed parcels were classified by the estimated benefit each type of parcel teceives, the estimated special benefit value of the activities and improvements provided to each t;rpe was determined based on approximate cost of service provision, and an assessment rate that is proportional to the estimated proportional benefit received by each patcel type was determined.
To determine the assessment rates, the estimated special benefit value for each parcel type was divided by the total assessable parcel square footage, parcel type, and benefit zone as shown in the tables below.
Parcel\pe
Parcel t54)es were categotized based on the typical amount of foot and vehicle ttz'fftc on the various commercial and apafiment complex parcels. Parcels with heavy traffrc, such as commetcial parcels, will receive the highest level of services. Parcels with lower ffaffr.c, such as apartment complex parcels will receive the lowest level of services. The approximate cost of services by parcel type was determined. Then, the cost of sewices by type was divided by the parcel square footage of those parcels to determine the assessment rates.
Parcel Siry
The HFPBID's sen ices will benefit each assessed parcel as a whole. The service budget which, in this Engineer's estimation, represents special benefits to the parcels, has been allocated based on parcel size.
zt Dahmsv. Downtown Pomona [2009) 174 Cahpp.4s 708
Flistoric Folsom PBID Management Disttict Plan 27
03/28/2023 Item No.11.
Patcel Type
Initial
Patcel Size
Budget
Parcel Squate
Footage
Initial Parcel
Assessment
Rate
($/sqft/vt)
Zone 1A Commercial
Zone 1B Commercial
Zone2 Commercial
Zone 3 Commercial
Zone 4 Commercial
fi52,002.45 +
$1,351.84 +
$53,798.80 +
ff24,1.38.81 +
fi39,465.23 +
346,683 =
7,952 =
338,717 =
283,986 =
526,203 =
$0.1 5
$0.1 7
$0.17
$0.085
$0.07s
Property tax-exempt parcels owned by non-profit entities 2ni lsligious institutions will be assessed atfrfty percent (507.) of the standard commercial assessment rate' SummarT of Assessment Rates
Therefore, for the initial year, the maximum annual assessment rates to parcels ate as shown below and in Appendix 1. Maximum annual assessment rates may be subject to an increase of no more than three (3%) percent petye t as shown in Appendix 1.
Patcel Type
Annual Assessment Rate ($/sq ft)
ZoneTA ZonelB Zone2 Zone3 Zone 4
Commercial Uses $0.1 5 $0.17 $0.17 $0.085 $0.075
Non-Profit/Relig,ious $0.075 $0.085 $0.085 $0.0425 $0.0375 Sample assessment calculations are shown in Appendix 4.
2. Zonel
Patcels inZone 1 receive and benefit from all HFPBID services.
Zone l parcels include the Historic Folsom Station, Lrght Rail Station, Leidesdorff Plaza, amphitheater, parking gxa4e, and a small number of retail-oriented ot undeveloped parcels. These parcels receive a significant level of pedestrian traffic mainly due to their funcuon and proximity to Zone2. i. ZoneTA
Parcels in Zone 1 which are not fully developed and have not been issued a Certifrcate of Occupancy are designated Zone 1A. Because these parcels are not developed, they have a low ratio of building square footage to lot square footage and receive approximately 80%o of pedestrian taffic compated to Zone 2.
For these reasons, the assessment rate for Zone 1A parcels is equal to approximately 80oh of the assessment nteinZone2. When the annual teview of assessments is conducted, if development has been completed on a parcel in Zone 1A and a Cefiifrcate of Occupancy has been issued for the parcel, then the Zone 1A parcel will be considered as Zone 18 for all futute assessments' ii. Zone1.B
Parcels in Zone 1 which are firlly developed and have been issued a Cernftcate of Occupancy ^re designated Zone 18. Because these patcels are fully developed and occupied, they have a high ratio of building squarc footageto lot square footage and receive approximately the samelevel of pedestdantnffrc compared to Zone2. For these reasons, the assessment rate forZone 18 patcels is equal to the assessment rate in Zone2.
Historic Folsom PBID Management District Plan 28
03/28/2023 Item No.11.
3. Zone2
Parcels inZone 2 rcceive and benefit from all HtrPBID sen'ices.
These parcels are mostly commercial-oriented and sit along the Sutter Stteet corridor which serves as the main location for events and other activities. Zone 2 parcels are different in chatacter than the patcels in the other zones; the build out of the zone was based on historic standards and is more intense than other zones. The ratio of building square footage to parcel size is significandy higher than in othet zones.
As a result of the high ratio of building square footage and economic activity of the zone, Zone2 parcels have the highest levels of day and night pedestrian trafftc. For these feasons, the assessment rate fotZone 2 is the highest.
4. Zone3
Parcels inZone 3 receive and benefit from all HF'PBID services.
Parcels inZone 3 have approximately half of the ratio of building square footage to lot square footage compared to Zones 7 and 2 and receive a lowet pedestrian traffic level compared to Zone 2, therefote the assessment rate for parcels in Zone 3 is equal to half of the rate in Zone 2.
5. Zone 4
Parcels tn Zone 4 receive limited HFPBID benefits compared to Zones 2, 1,, and 3.
These parcels are pimanly non-corrrtnercial, consisting mosdy of office and govemment buildings. The parcels in Zone 4 receive the lowest level of pedestrian traffic compated to Zones 2, 1,, and 3 parcels (approximately half of the pedestrian tnfficlevel comparcdtoZone 1), and a low ratio of building square footage to lot square footage. For these teasons, Zone 4 is assessed at the lowest assessment rate.
6. Commercial Patcels
Commercial parcels will receive and benefit ftom all HFPBID services (Advocacy & Program Coordination, Image Enhancement, and Enhanced Maintenance), serudces, which are aimed to attr^ct and increase customers and visitors to assessed patcels. Commetcial patcels include retail-use, office-use, industrial, school, park, mixed-use, residential hotel, motel, and resort parcels, road parcels, andvacant parcels & parking lots zoned or used for any the of the afotementioned uses. These parcels have a commercial component because their owners aim to benefit from tenant fents, now or in the future, increased customers, or increased use by visitors. The primary pu{pose of the HFPBID is to ptovide properly ownet services which generate special benefits to parcels with commercial uses, and will therefore be assessed the fulI rate.
Vacant parcels assessed at the commercial rate include parcels either zoned ot used for the uses specified in the previous paragraph. Thesevacant parcels will teceive and benefit from all HtrPBID services. These parcels are prone to experience nuisance issues because they ate open spaces and are not frequendy visited by property owners. The ease of access and inftequent visitation by properry owners contributes to nuisance issues and have a high remediation cost fot the owner. HFPBID Image Enhancement, and Enhanced Maintenance services will reduce nuisance behaviors and the occurrence of detrimental activities such as graffri,littering, loitering, and criminal activity, which negatively impact the parcels. The Advocacy & Program Coordination provided by the HFPBID will assist property owners with vacant parcels when they attempt to develop or sell the parcel by ptomoting the HFPBID as a desirable, clean and safe areafor doing business.
Historic Folsom PBID Management Disttict Plan 29
03/28/2023 Item No.11.
7. Property Tax-Exempt Non-Profit and Religious Patcels As stated above, the primary pu{pose of the HFPBID is to benefit patcels with commercial uses. Propetty tax-exempt parcels owned by non-profit entities and religious institutions despite their non-commercial nature, will nonetheless benefit from the cleanet, safet environment the HFPBID vrill create. Therefore, property tax-exempt parcels owned by non-profit entities 2nd lsligious institutions within the boundaries of the HFPBID will pay an assessment tate that is fifty petcent (507') of the standard commercial assessment rate, which is commensurate to the benefit they teceive. Vacant lots that ate located on the premises of a properry tax-exempt parcel will be assessed at the non-profit rate.
8. Govetnment- Owned Parcels
Under "The Right to Vote on Taxes Act" (also known as Proposidon2l'8) all public parcels are required to pay assessments unless they can demonstrate by clear and convincing evidence that their parcels do not receive benefit. Parcels owned by the City of Folsom and other public entities will receive and benefit from all of the HFPBID's serrices, therefore they will pa)' the commercial rate which is commensurate with theit "fafr shate" of all assessments.
9. Non-Assessed Parcels
There are thirty-four (34) parcels within the HFPBID that will not be assessed. These parcels are neither commercial nor non-profit/religious parcels and will not specially benefit from or ditectly receive the HFPBID's activities and improvements. These parcels are accounted forin the analysis ofgenetal benefit provided to nofl-assessed parcels within the HFPBID. These parcels have the following uses:
Resid.entialParcek Cahforia Streets and Highways Code Section 36632(c) states, "Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit fiom the improvements and services funded through these assessments and shall not be subiect to ^ny assessmerit pursuant to this part." The pttnary pu{pose of the HFPBID is to benefit parcels with commercial and non-profit uses; services have not been designed to benefit and will not be provided to single family residential parcels. Therefore, parcels within the boundaries of the HFPBID to the extent that they are zoned for single-family, multi-family, or vacant lots zoned as having residential uses shall not be assessed.
10. Changes in Data
It is the intent of this Plan and Engineer's Report that each patcel included in the HFPBID can be cleady identified. Every effort has been made to ensute that all parcels included in the HFPBID are consistent in the boundary m^p and the assessment calculation table. However, if inconsistencies arise, the order of precedence shall be: 1) the assessment calculation table and2) the boundary map.
If the parcel size or type of a parcel changes during the tetm of this HtrPBID, the assessment calculation may be modified accordingly.
Categoirytion Appeak
The category detennined for each parcel is shown in Appendix 4. The use for each parcel is established at formation and rrray be updated upon each tenewal. If a patcel ownet believes theit parcel has been mis-classified or has changed, they may appeal in writing to the City of Folsom for re-consideration.
Appeals must be received by the City no later thanJune 1 of each year. Appeals must include the parcel number, cuffent classification, requested classification, and the evidence upon which the appeal is based.
Appeals will not provide reftoacdve reductions.
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Appeals should be made to:
Finance Director
City of F'olsom
50 Natoma Street
Folsom, CA 95630
91.6-467-6080
C. Engineeds Cetification
I hereby certifr, to the best of my knowledge and experience, that each of the identified assessed parcels located within the Historic Folsom Property and Business Imptovement District will receive a special benefit over and above the general benefits conferred and that the amount of the assessmentis no greater than the proportional special benefits conferted on each parcel, as desclibed in this Engineer's Report.
Review of this Historic Folsom Property and Business Improvement District Management District Plan and preparation of the Engineet's Report was completed by:
Ross Peabody
State of Califomia
February 27,2023
Date
This E nginur! Report h intended to be ditibuted as part of tbe Management Di$ict Pkn in its eatire[t, nclading the Aserment Calmktion Table (Appendix 4) and tbe Boandary Map. Repruduction and disibution of on! Section lX of thu Managenent DistictPkn uioktes the intent of tlh stanp and signaturc. t xp 93023
c51
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APPENDIX 1- MAXIMUM ANNUAL ASSESSMENT RATES
The table below illustrate the maximum annual assessment rates with the assumption that the rates will be increased annually by three percent (37"). The maximum rates listed are a required disclosure and not the anticipated coutse of action.
Year Commercial
ZoneIA
Commercial
ZonelB
Commetcial
Zone2
Commetcial
Zone3
Commercial
Zone4
2024 $0.1 500 $0.1700 $0.1700 $0.0850 $0.0750
2025 $0.1 s45 $0.17s1 $0.1751 $0.0876 $0.0773
2026 $0.1s91 $0.1804 $0.1804 $0.0902 $0.0796
2027 $0.1639 $0.1 8s8 $0.1858 $0.0929 $0.0820
2028 $0.1688 $0.1913 $0.1913 $0.0es7 $0.0844
2029 $0.1739 $0.1 971 $0.1e71 $0.0985 $0.0869
2030 $0.1791 $0.2030 $0.2030 $0.1015 $0.08e6
2031 $0.1845 $0.2091 $0.2091 $0.1045 ff}.0922
2032 $0.1900 ff}.2154 $0.2154 $0.1077 $o.095o
2033 $0.1957 fil.221,8 fi}.221,8 $0.1109 $0.0979
Fiscal
Year
Non-Profit/
Religious
ZoneTA
Non-
Profit/Religious
ZonelB
Non-Prcfit/
Religious
Zone2
Non-
Prcfit/
Religious
Zone3
Non-
Ptofrt/
Religious
Zone4
2024 $0.0750 $0.0850 $0.0850 $0.0425 $0.0375
2025 $0.0773 $0.0876 $0.0876 $0.0438 $0.0386
2026 $0.07e6 $0.0e02 $0.0902 $0.0451 $0.0398
2027 $0.0820 $0.0929 $0.0929 $0.0464 $0.0410
2028 $0.0844 $0.0e57 $0.oes7 $0.0478 $0.0422
2029 $0.0869 $0.0985 $0.098s $0.0493 $0.0435
2030 $0.0896 $0.1015 $o.101s $0.0507 $0.0448
2031 $0.0922 $0.1045 $0.1045 $0.0523 $0.0461
2032 $0.0e50 $0.1077 $0.1077 $0.0538 $0.0475
2033 $0.097e $0.1 10e $0.1 10e $0.0555 $0.0489
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APPENDTX2- PBID LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE2O23 SUPPLEMENT **X wL2l22LEGISLATION)
STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTYAND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994 CHAPTER 1. General Provrsrons
ARTICLE 1. Declarations
36600. Citation ofpart
This part shall be known and may be cited as the "Propetty and Business Improvement Disuict Law of 1994." 36601. Legislative findings and declarations; Legislative guidance The Irgislature finds and declares all of the following:
(a) Businesses located and operathg within business districts in some of this state's communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, sewices, and activities in the business distticts.
@) It is in the public interest to promote the economic rc' lirtalizat\on and physical maintenance of business districts in ordet to create jobs, attract new businesses, and ptevent the erosion of the business distdcts. (c) It is of particuiar local benef,t to allow business districts to fund business related improvements, maintenance, and activities through the ler,ry of assessments upon the businesses ot teal ptoperty that receive benefits ftom those improvements.
(d) Assessments levied for the purpose of conferdng special benefit upon the real property or a specific benefit upon the businesses in a business district are not taxes for the general benef,t of a itty, even if propertlr, businesses, or persons not assessed receive incidental or coliateral effects that benefit them. (e) Properq' and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses mote usefu1 by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confumed a t2-percent reduction in the incidence of robbery and an 8-percent reduction jn the total incidence of violent crimes within the 30 districts studied.
(2) Job crearion.
(3) Business attraction.
(4) Business retendon.
(5) Economic grorr.th.
(6) New investments.
(9 With the dissoiution of redevelopment agencies throughout the state, property and business improvement distlicts have become even more important tools vrith which communities can combat blight, promote economic opportunities, and deate a clean and safe environment.
(g) Since the enactment of this act, the people of Cahforna have adopted Proposition 21 B, which added Article XIII D to the Constitution in order to place certaifl requirements and restrictions on the formation of, and activities, expenditures, and assessments b1' ptoperty-based districts. Article XIII D of the Constitution provides that property- based districts may only ler'y assessments for special benefits. (h) The act amending this section is intended to provide the Legislature's g.ridance with regatd to this act, its interaction with the provisions of Articie XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has .resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed imptovements, maintenance, and activities in proper$ based districts, contributing to blight and other underutilization of property. (2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed. Therefote, Historic Folsom PBID Management District Plan -)-)
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for special benefits to exist as a separate and distinct c tegoty ftom general benefits, the incidental or collateral effects of those special benefits are inherendy pan of those special benefits. The mete fact rhat special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental ot collateral effects into general benefits. (3) It is of the utmost importance that property-based districts cteated under this act have clanq' regarding restrictions on assessments they may ler,y and the proper determination of speciai benefits. Legislative cladty with regard to this act will provide districts with clear instn-rctions and coutts with legislative intent tegarding restrictions on property-based assessments, and the manner in which special benefits should be determined. 36602. Puroose ofDart
The purpose of this part is to suppiement previously enacted provisions of law that authoize cities to levy assessments within propetq' 2tr4 business improvement distdcts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act. This part does not affect or limit any other provisions of law authodzing or providing fot the fi-unishing of improvements or activities or the raising of tevenue for these puryoses.
36603. Preemption of authority or charter city to adopt ordinances levying assessments Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing fot a different method of le.q,ing assessments for similar or additional purposes ftom those set foth in this part. A property and business improvement district created pusuant to this part is expressly exempt ftom the provisions of the Special Assessment Investigation, Limitation and Majodty Protest Act of 1931 (Division 4 (commencing with Section 2800))' 36603.5. Part prevails over conflicting provisions
Any provision of this part that conflicts with any other provision of law shall prevail ovet the other provision of law, as to districts created under this part.
36604. Severability
This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in fi-rll force and effect. Assessments levied undet this part ate not special taxes.
ARTICLE 2. Definitions
36606. "Activities"
"Activities" means, but is flot iimited to, all of the folloving that benefit businesses or real property in the district:
(a) Promotion of public events.
@) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail tetention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning and othet municipal services supplemental to those notmally provided by the municipality. (f) Other services provided for the purpose of conferdng special benefit upon assessed teal property or specific benefits upon assessed businesses located in the district. 36606,5. {ldssessment"
"Assessment" meafls a lelry for the purpose of acquiring, constructing, installing, or maintamlng improvements and providing activities that will provide certain benefits to properties ot businesses located within a Property and business improvement distict.
36604 "Business"
"Business" means alI t1'pes of businesses and includes financial institutions and professions.
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36608. "Citv"
"City" means a city, county, ciq' and county, ot an agenq or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Govemment Code, the public member agencies of which includes only cities, coundes, or a cig' and county, ot the State of Ca]l:fo:i::,ta. 36609. "Citv council"
"City council" means the ciqr council of a city or the board of supewisors of a county, ot the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part. 36609.4. "CledC'
"Clelk ' means the clerk of the legislative bodv
36609.5. "General benefit"
"General benefit" means, for purposes of a properfi'-based district, any benefit that is not a "special benefit" as defined in Section 3661.5.5.
36610. "Improvement"
"Improvement" means the acquisition, construction, installation, or maintenance of any tangible P(oPert)'with an estimated usefi.rl life of five years or more including, but not limited to, the following:
(a) Parking facilities.
@) Benches, booths, kiosks, display cases, pedestdan shelters and signs. (c) Trash teceptacles and public restrooms.
(d) Lighflng and heating f2silities.
(e) Decorations.
(fl Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. 0 Facilities or equipmeng or both, to enhance secudty of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
Q Rehabilitation ot removal of existing structures.
3661L'(Management district plan"; "Plan"
"I\'{anagement district plan" or "plan" means a proposal as defined in Section 36622' W "Ownerst associationtt
"Owners' association" means a private nonprofit entity that is undet conttact with a city to admiflister or implement improvements, maintenance, and activities specified in the management district plan. An ownets'association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners' association is a private entig' and may not be considered a public entity for any purpose, rror rn y its board members or staff be considered to be public officials for any purpose.
Notwithstanding this section, an owners' association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Pat 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subiect matter of the district are heatd, discussed, or deliberated, and with the California Public Records Act (Division 10 (commencing with Section 7920.000) of Title L of the Government Code), for all tecords relating to activities of the disttict. 36614. ttProoerwt'
"Property" means real propertl'situated within a district.
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36674,5. ttProper$t and business improvement district";'(District" "Property and business improvement drstnct," or "district," mearls a property and business improvement district established pursuarit to this part.
36614.6. ttProperty-based assessment"
"Ptopefy-based assessment" means any assessment made putsuant to this patt uPon real property 36614.7, "Property-based district"
"Propetq'-based district" meafls any district rn wlrrch a city levies a property-based assessment. 36615, "Property ownerttl "Business ownet''; ttOqmer"
"Property ov'ner" meafls an1r person shown as the owner of land on the last equrlized assessment toll or od-rer-wise known to be the ownet of land by the ciq' council. "Business olvner" means any person tecognized b1' {16 ciq' as the owner of the business. "Ownet" means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. !(/herever this pat requires the signatr:re of the property owner, the signature of the authodzed agent of the property owner shall be sufficient. \X/herever this part tequires the sigrature of the business owner, the signature of the authorized agent of the business owner shall be sufficient. 36615.5. "Special benefit"
(a) "special benefit" means, for purposes of a property-based district, a pancriat and distinct benefit ovet and above generai benefits conferred on real property located in a district or to the public at iarge. Special benefit includes incidental ot collateral effects that arise from the improvements, maintenance, ot activities of property-based districts even if those incidental ot collateral effects benefit property or persons not assessed. Special benefit excludes genetal enhancement of properry value. @) "special benefit" also includes, for purposes of a ptoperty-based districq a particular and distinct benefit provided direcdy to each assessed parcei within the district. Merely because patcels thtoughout an assessment district share the same special benefits does not make the benefits general.
36616."Tenant"
"Tenant" meafls afl occupant plusu^nt ta a lease of commercial space ot a dwelling unit, other than an owner.
ARTICLE 3. Prior Law
3661t . Ntetnate method of financing certain improvements and activities; Effect on other provisions This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not zffect ot limit any other provisions of law authorizing or providing fot the fi,unishing of imptovements or activities or the raising of revenue for these puq)oses. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 @art 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this paft.
CHAPTER 2. Establishment
36620. Establishment of property and business improvement district A property and business improvement district may be established as provided in this chapter. 36620.5, Requirement of consent of city council
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A county rrray not form a district within the tettitorial jurisdiction of a crty without the consent of the crty council of that city.
A city may not form a district within the unincolporated teritory of a county without the coflsent of the boatd of supewisors of that county. A city may not form a district within the teritorial jurisdiction of another city without the consent of the city council of the other city.
3662l.Intraion of proceedings; Petition of property or business owners in proposed district (a) Upon the submission of a written petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a distdct by the adoption of a resolution expressing its intention to fotm a district. The amount of assessment attributable to property or a business owned by the same propefiy or business ownet that is in excess of 40 percent of the amount of all assessments proposed to be levied, shall not be included in determining whether the petition is srgned by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied.
(b) The petition of propety or business owflers required under subdivision (a) shall include a summary of the mariagement district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the disttict.
(2) Infortnation speci8'ing where the complete maflagement district plan can be obtained. (3) Information speci!'ing that the complete management district plan shall be furnished upon request. (c) The resolution of intention descdbed in subdivision (a) shall contain all of the following:
(1) A brief descdption of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on proPefiy ot businesses *itfiit th. district, a statement as to u/hether bonds will be issued, and a description of the extedor boundaries of the proposed district, which may be made b)' refetence to any plan or mzp that is on f,le with the clerk. The descriptions and statements do not need to be detailed and shail be sufficient if they es61. an owner to generally identify the nature and extent of the improvements, maintenance, and activities, and the location and extent of the ptoposed district.
(2) A time and place for a public hearing on the establishment of the property and business improvement district and the ler.y of assessments, which shall be consistent with the tequirements of Section 36623. 36622, Contents of management district plan
The management distiict plan shall include, but is not limited to, all of the following:
(a) If the assessment wili be levied on property, a map of the district in sufficient detail to locate each patcel of property and, if businesses are to be assessed, each business within the distdct. If the assessment will be levied on businesses, ^ m^p rh^tidentifies the district boundaries in sufficient detail to allow a business owfler to reasonably determine *h"thet a business is located within the district boundaries. If the assessment will be ievied on Property and businesses, a map of the district in sufficient detail to locate each parcel of propety and to allow a business owner to reasonably determine whether a business is located within the district boundaries. ft) The name of the proposed district.
(c) A descnption of the boundades of the district, including the boundaries of benefit zones, proposed fot establ-ishment or extension in a manner sufficient to identify the aflected Property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaties of a proposed proPerty assessment distict shall not ovedap with the boundaries of another existing property assessment district created pursuant to this part. This part does not ptohibit the boundaties ofa district created pursuant to this patt to ovetlap with other assessment disticts established pursuant to othet provisions of law, including, but not limited to, the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to ovedap with another business assessment distdct created pursuant to this part. This part does not prohibit the boundaries of a business assessment disrrict created pursuant to this part to ovetlap with a ptoperty assessment district created Pursuant to this part. (d) The improvements, maintenance, and activities ptoposed fot each year of operation of the disttict and the estimated cost thereof. If the improvements, maintenance, and activities ptoposed for each year of operation are the sam€, a desctiption of the fust year's proposed improvements, maintenance, and activities and a statement that the same improvements, mairitenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.
(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in eachyear of operation of the distict. If the assessmentis levied on businesses, this amountmaybe estimated based Historic Folsom PBID Management District Plan :tl
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upon the assessment rate. If the total annual amouflt proposed to be expended in each year of operation of the district is not significandy diffetent, the amount proposed to be expended in the initial year and a statement that a similat amount applies to subsequent years shall satis$r the requirements of this subdivision. (f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against their property or business. The plan also shall state whether bonds will be issued to f,nance improvements. (g) The time and mannet of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new disttict, the maximum number of years shail be f,ve. Upon renewal, a district shall have a term not to exceed 10 years. Notwithstanding these limitations, a district created prrsuant to this part to finance capital improvements with bonds may levy assessments until the maximum matutity of the bonds. The management district plan may set fotth specif,c increases in assessments for eachyear of operation of the disttict.
(i) The proposed time for implementation and completion of the management disttict plan. 0 Any proposed rules and regulations to be applicable to the district. (L)
(1) A list of the properfles or businesses to be assessed, includtng the assessor's parcel numbets for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property ot business, to deftay the cost thereof.
Q) Ina property-based district, the ptoportionate special benefit derived by each identified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, ot the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit confened on th^tp^rcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, ftom the special benef,ts conferred on a parcel. Patcels within a property-based district that are owned or used by any city, public agency, the State of Callforrria, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, ot collateral effects that arise ftom the improvements, maintenance, or activities of a property- based district and that benefit property or persons not assessed shail not be deducted ftom the entfuety of the cost ofany special benefit or affect the propordonate special benefit derived by each identified parcel. (3) In a property-based district, properties throughout the district may share the same special benefits. In a district with boundaries that define which patcels are to receive improvements, maintenance, or activities over and above those services provided by the city, the improvements, maintenance,-or activities themselves may constitute a special benefit. The city may impose assessments that are less than the proportional special benefit conferred, but shall not impose assessments that exceed the reasonable costs of the proportional special benefit conferred. Because one or more parcels pay less than the special benefit conferred does not necessarily mean that other parcels are assessed more than the reasonable cost of their special benefit. (l) In a property-based districg a detailed eng'ineer's report prepared b1' a 1.t;t,.t.d professional engineet cettified bv dre State of California supporting all assessments contemplated by the management district plan. (-) A"y other item or matter requled to be incoqporated therein by the city council. 36673.Prccedure to levy assessment
(a) If a city council proposes to ievy a new or increased property assessment, the notice and ptotest and hearing procedure shall comply with Section 53753 of the Govemment Code. (b) If a city council proposes to ler,y a new or incteased business assessment, the notice and protest and headng procedure shall compll' with Section 54954.6 of the Government Code, except that notice shall be mailed to the owners of the businesses proposed to be assessed. A protest may be made orally or in writing by an1' jn1e1s51s4 person. Every written protest shall be filed with the clerk at or before the time fixed fot the public hearing. The ctty council may waive any irregularity in the form or conteflt of any written protest. A writlen protest may be withdrawn in wdting at any time before the conclusion of the public hearing. Each vrdtten protest shall cofltain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, ifa person subscribing is not shown on the official records of the cig' as tlle owner of the business, the protest shall contain or be accompanied by wdtten evidence that the person subscdbing is the owner of the business or the authorized representative. A written protest that does not comply v/ith this section shall not be counted in determining a maiority protest. Ifwritten protests are teceived ftom the owners or authorized representatives ofbusinesses in the proposed Historic Folsom PBID Management District Plan 38
03/28/2023 Item No.11.
disttict that udll pa)' 50 percent or more of the assessments ptoposed to be levied and protests ate not withdrawn so as to reduce the protests to less than 50 percent, flo futther proceedings to levy the proposed assessment against such businesses, as contained in the resolution of intention, shall be taken for a period of one year ftom the date of the finding of a majoriq' ptotest by the city council.
(c) Ifa city council proposes to conduct a single proceeding to lery both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the ptoperty assessment shail comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall compl;' with subdivision (b). If a majodty protest is received from eithet the property or business owners, that respective portion of the assessment shall not be levied. The remaining portion of the assessment ma)' be levied unless the improvement or other special benef,t was proposed to be funded by assessing both property and business owflers. 36624. Changes to proposed assessments
At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, teduce, or modify the proposed assessment or the type or rypes of improvements, maintenance, and activities to be funded with the tevenues ftom the assessments. Proposed assessments may onll' !s lsvised by reducing any ot a1). of them. At the public hearing, the city councjl may only make changes in, to, or ftom the boundades of the proposed property and business imptovement district that will exclude teritory thatwill not benefit fiom the ptoposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be teflected in the notice and map recorded pursuant to Section 36627.
36625. Resolution of formation
(a) If the city council, foilowing the public hearing, decides to establish a proposed proPerty and business improvement district, the city council shall adopt a resolution of fotmation that shall include, but is not limited to, a1l of the following:
(1) A brief descdption of the proposed improvements, maintenance, and activit-ies, the amount of the proposed assessment, a statement as to whether the assessment u.ill be levied on ProPerty, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identi$r the nature and extent of the improvements, mairiteflance, and activities and the location and extent of the ptoposed district.
(2) The number, date of adoption, and tide of the resolution of intention. (3) The time and place where the public headng was held concerning the establishment of the distnct. (4) A determination regarding any protests received. The city shall not establish the district or levy assessments if z maiority piotest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subiect to an)'amendments to this part. (6) A statement that the improvements, mairitenance, and activities to be conferred on businesses and properties in the district will be funded by the lerry of the assessments. The .revenue from the ler,y of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for an1' purpose other than the puposes specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district. Notwithstanding the foregoing, improvements and activities that must be provided outside the district boundades to create a special or specific benef,t to the assessed parcels or businesses may be ptovided, but shall be limited to marketing or signage pointing to the distdct.
(7) A finding that the property or businesses urithin the atea of the property and business improvement district wili be benefited by the improvements, maintenance, and activities funded by the proposed assessments, and, for a property-based distdct, that property v/ithin the district will receive a special benefit. (8) In a property-based distric! the total amount of all special benefits to be confened on the propetties widrin the properqlbased district.
(b) The adoption of the resolution of formation and, if required, recordation of the notice and map Pursuaflt to Section 36627 shall constitute the ier,y of an assessment in each of the fiscal years referred to in the management distdct plan.
36627. Notice and assessment diagram
Historic Folsom PBID Management District Plan 39
03/28/2023 Item No.11.
Following adopt-ion of the resolution establishing distfict assessments on propetties prusuant to Section 36625,the clerk shall recotd a notice and ari assessment &agampursurnt to Section 3114. No othet provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part. 36628. Establishment of separate benefit zones within disttict; Categories of businesses The city council may establish one or more separate benefit zones widrin the disftict based upon the degree of benefit derived ftom the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the crty council may also define categodes of businesses based upon the degree of benefit that each wiil dedve ftom the improvements or activities to be provided within the district and may Xff:.
a different assessment or rate of assessment on each category of business, or on each category of business within each 36628.5. Assessments on businesses or properly osrners
The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part.
The city council shall structure the assessments in whatever mannet it determines corresponds with the distribution of benefits fiom the proposed improvements, maintenance, and activities, provided that any property-based assessmerit conforms vzith the tequirements set forth in paragraph (2) of subdivision ft) of Section36622. 36629. Provisions and procedures applicable to benefit zones and business categories All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, modification, or disestablishment of benefit zofles or categories of business.
The ciry council shall, to establish, modiS', or disestablish a benef,t zofle or category of business, follow the procedure to establ,ish, modifr, or disestablish a property and business improvement distdct. 36630. Expiration ofdistrict; Creation ofnew district
If a property and business improvement district expires due to the time limit set pursuant to subdivision ft) of Section 36622, a new management district plan may be cteated and the distict may be renewed pursuant to this part.
CHAPTER 3. Assessments
36631, Time arid manner of collection of assessments; Deli{rquent payments The collection of the assessments levied pursuant to this part shall be made at the t.ime and in the manner set forth by the city council in the resolution levyrng the assessment. Assessments levied on real property rnay be collected at the same time and in the same maffier as for the ad valorem property tax, and may provide fot the same lien pdority and penalties for delinquent payment. All deiinquent paymeflts for assessments levied pursuant to this part may be charged interest and penalties. 36632. Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property
(a) The assessments levied on real property pursuaflt to this part shall be levied on the basis of the estimated benefit to the real propefty v/ithin the property and business improvement district. The city council may classi$' properties for purposes of determining the benefit to property of the improvements and activities ptovided pursuant to this p^fi.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses uzithin the property and business improvement district. The city council may classi$, businesses for pulposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this Paft.
(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit ftom the improvements and service funded tfuough these assessments, and shall not be subject to any assessment putsuarit to this part.
Historic Folsom PBID Management District Plan 40
03/28/2023 Item No.11.
36633, Time for contesting validity of assessment
The validity of an assessment levied under this part shall not be contested in an action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36625. Lt appeal fuom a finai judgment in an action or proceeding shall be perfected within 30 days after the entry of iudgment. 36634. Service contracts authorized to establish levels ofcity senrices The city council may execute baseline service contracts that would establish levels of city setvices that would continue after a property and business improvement district has been formed. 36635. Request to modi$ management district plan
The ownets'association ma1', at any 111s, lequest that the city council modi$'the maflagemeflt drsttict plan. Anv modification of the management distdct plan shall be made pursuant to this chapter. 36636. Modification of plan by resolution after public hearing; Adoption of resolution of intention (a) Upon the written request of the ownets' association, the ciq' council may modiS' the nranagement district plan after conducting one public hearing on the ptoposed modifications. The city council may modify the improvements and activities to be funded with the revenue derived fiom the ler,y of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the ler.y of a new or incteased assessmerit, the crty council shall comply with Section 36623.
Notice of all other public hearings pursuant to this section shall compll' with both of the following:
(1) The resolution of intention shall be published in a newspapet of general circulation in the city once at least seven days befote the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by fust class mdL,at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification. 1b) Th. city council shall adopt a resolution of intention which states the ptoposed modification pdor to the public hearing required by this section. The public headng shall be held not mote than 90 days after the adoption of the resolution of intention.
36637, Reflection of modification in notices recorded and maps Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recotded putsuant to Division
4.5 (commencing with Section 3100), in a manner consistent with the ptovisions olSectton 36627.
CHAPTER3.5. Financing
36640. Bonds authorizedl Procedure; Restriction on reduction or temination of assessments (a)The city council may, by tesolution, determine and declate that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted pursuant to Section 36625,if rhe resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1,915 pivision 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Tide 1 of the Government Code). Either act, as the case may be, shall govem the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessaty to accommodate assessments levied upon business pursuant to this part. @) The resolution adopted pursuant to subdivision (a) shall generally describe the ptoposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those.improvements, specify the number of annual installments and the fiscal yeats during which they are to be collected. The amount of debt service to retfue the bonds shall not exceed the amount of revenue estimated to be taised ftom assessments over 30 years.
Histotic Folsom PBID Management Disttict Plan 41
03/28/2023 Item No.11.
(c) Notwithstanding any other provision of this part, assessments levied to pay the pdncipal and interest on an)' bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.
CHAPTER4. Governance
36650. Report by owners' associatioq APproval or modification by "tty council (a) The owners' association shall cause to be prepared a report for each fiscal ye21, except the first year, fot which assessments are to be levied and collected to pay the costs of the improvemerits, maintenance, and activities described in the report. The owners' associauon's fust repott shall be due aftet the fust year of operation of the district. The report rnay propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the distict, the basis and method of levying the assessments, and an1' changes in the classification of property, including any categories of business, if a classification is used. (b) The teport shall be filed with the clerk and shall refer to the property and business improvement distdct by name, specify the fiscal year to which the report applies, and, with iespect to that f,scal )'eat, shall contain all of the following information:
(1) Any ptoposed changes in the boundades of the property and business improvement distdct ot in anl' benefit zones or classification of property or businesses within the district. (2) The imptovements, maintenance, and activities to be ptovided fot that fiscal yeat. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that f,scal 1'sar. (4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropdate, to estimate the amount of the assessment to be levied against his ot het ptoperry ot business for that f,scal 1.sar.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous f,scal year. (6) The estimated amourit of any contributions to be made ftom sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the ownets' association or may modi$ any particulat contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and36636.
The crg' council shall not approve a change in the basis and method of ler.rying assessments that would |rylryalt an authodzed or executed contract to be paid from the tevenues derived ftom the levy ofassessments, including any commiffnent to pay principal and interest on any bonds issued on behalf of the district. 36651. Designation of ownerst association to provide improvements, maintenance, and activities The management dtstrict plan may, but is not tequired to, state fhat an owners' association will provide the improvements, maintenance, and activities described in dre management district plan. If the management disttlct pian designates an ownets' associadon, the city shall contact with the designated nonprofit corporation to provide sen'ices.
CHAPTERS. Renewal
36660. Renewal of district; Transfet or refund of remaining revenues; District term limit (a) Any district previousll' errbLrt.O whose term has expired, or will expire, ma)r be tenewed by foilowing the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived ftom the levy of assessments, or any revenues derived ftom the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues shall be spent to benefit only the parcels or businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior distict, the remaining reverrues attributable to these parcels shall be tefunded to the owners of these patcels or businesses.
(c) Upon renewal, a disffict shali have a term not to exceed 10 years, or, if the disfr:ict is authorized to issue bonds, until the maximum matudty of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed disttict be the same as the original or prior disffict.
CHAPTER 6. Disestablishment
Historic Folsom PBID Management District Plan 42
03/28/2023 Item No.11.
36670. Circumstances permitting disestablishment of districtl Procedure (a) Any district established or extended pursuant to the provisions of this patt, where there is no indebtedness, outstanding andunpaid, incured to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the cit)' council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the districg it shall notice a headng on disestablshment. (2) During the operation of the district, there shali be a 30-day period each yeat in which assessees rnay request disestabl-ishment of the district. The fust such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30-day period shall begin two years after the date of the establishment of the district. Each successiveyear of opetation of the distict shall have such a 30-day period. Upon the written petition of the ovzners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution ofintention to disestablish the district.
The crty council shall notice a hearing on disestablishment. (b) The city council shail adopt a resolution of intention to disestablish the district prior to the public headng required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the ievenues of the assessments levied vzithin the property and business improvement district. The notice of the hearing on disestablishment required by this section shall be grven by mail to the property owner of each patcel ot to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 da1's 261.t -ailirg the notice to the property or business owflers. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention.
36671. Refund of remaining revenues upon disestablishment or expirationwithout renewal of district; Calculation of refund; Use of outstanding revenue collected after disestabtshment of district (a) Upon the disestablishment or explation without renewal of a disttict, any remaining revenues, after all outstanding debts are paid, derived ftom the levy of assessments, or derived ftom the sale of assets acquired with the tevenues, ot fiom bond iesetve ot construcdon funds, shall be refunded to the owners of the property or businesses then located and operating within the district in which assessmeflts were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished ot expires. ,{11 outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan.
(b) If the disestabiishment occurs before an assessment is levied for the fiscai year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of an;' refund.
Historic Folsom PBID Management District Plan 43
03/28/2023 Item No.11.
APPENDIX 3 - MAP
Zone
IIInI
1A
1B
2 3
4 Historic Folsom PBID c
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ut's'
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o?6!
,4tn
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,no
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+
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arft t
""-{ CIVITAS
Historic Folsom PBID Management Disttict Plan 44
03/28/2023 Item No.11.
APPENDIX 4 - PARCEL ASSESSMENT CALCULATIONS
MapKey APN Lot SqFt Rate Assessment Zone COEF
1 07000100170000 38,180 0.15 ff5,727.00 1A COM
2 07000320020000 12,632 0.075 ff947.40 4 COM
3 07000320050000 62,726 0.075 fi4,704.45 4 COM
4 07000330020000 1.0,454 0.075 $784.0s 4 COM
5 07000330030000 50,094 0.075 $3,757.05 4 COM
6 07000340010000 56,1.92 0.075 $4,21.4.40 4 COM
7 07000340020000 69,260 0.075 $5,194.50 4 COM
8 07000410010000 47,91.6 0.075 $3,593.70 4 COM
9 07000410020000 7,405 0.075 $5ss.3B 4 COM
10 07000410030000 49,223 0.075 $3,691..73 4 COM
1,1 07000420010000 27,001 0.075 fi2,025.53 4 COM
1.2 07000420020000 27,443 0 $0.00 4 SFR / NA
13 07000420030000 6,534 0 $0.00 4 SFR / NA
1,4 07000450030000 18,600 0 $o.oo 4 SFR / NA
15 07000450060000 2,800 0 $0.00 4 SF'R / NA
1.6 07000450070000 2,800 0 $0.00 4 SFR / NA
77 07000450080000 5,600 0 $0.00 4 SFR / NA
18 07000450090000 2,800 0 $0.00 4 SFR / NA
19 07000450100000 3,500 0 $0.00 4 SFR / NA
20 07000450130000 5,250 0 $o.oo 4 SFR / NA
21 07000450140000 8,750 0 $0.00 4 SFR / NA
22 07000450i50000 1.9,602 0.075 $1,470.15 4 COM
23 07000450170000 5,250 0 $0.00 4 SFR / NA
24 07000450190000 9,148 0 $0.00 4 SFR / NA
25 07000450200000 1,5,246 0 $0.00 4 SFR / NA
26 07000450230000 1.,750 0 $0.00 4 SFR / NA
27 07000450260000 52,708 0.075 $3,953.10 4 COM
28 07000450270000 54,01.4 0.075 $4,051.05 4 COM
29 07000450280000 6,970 0.075 ff522.75 4 COM
30 07000450290000 2,325 0 $o.oo 4 SFR / NA
37 07000450310000 5,250 0 $o.oo 4 SFR / NA
32 07000450320000 13,950 0 $0.00 4 SFR / NA
-)-) 07000450370000 7,500 0 $0.00 4 SFR / NA
34 07000450380000 1 1,100 0 $0.00 4 SFR / NA
Histotic Folsom PBID Management Disttict Plan 45
03/28/2023 Item No.11.
35 07000460140000 7,000 0 $o.oo 4 SFR / NA
36 07000460150000 7,055 0 $0.00 4 SFR / NA
37 07000460160000 4,565 0 $0.00 4 SFR / NA
3B 07000460210000 24,500 0 $0.00 4 SFR / NA
39 07000460220000 15,1.20 0 $o.oo 4 SFR / NA
40 07000460230000 10,500 0 $0.00 4 SFR / NA
41 07000460240000 28,1.25 0 $o.oo 4 SFR / NA
42 07000460260000 56,1.92 0 $0.00 4 SFR / NA
43 07000460330000 6,052 0 $0.00 4 SFR / NA
44 07000460340000 1,0,376 0 $0.00 4 SFR / NA
45 07000510320000 1.6,840 0 $0.00 J sFR / NA
46 07000510420000 96,703 0.085 $8,21.9.76 3 COM
47 07000510430000 3,217 0.085 $273.4s .,) COM
48 07000510500000 1.5,489 0.085 fi1.,31,6.57 -) COM
49 07000510570000 1,68,577 0.085 $14,329.05 -) COM
50 07000510580000 9,91.3 0 $0.00 -) SFR / NA
51 07000520010000 1.,742 0.085 $148.07 2 TE,/NP/R
52 07000520020000 1.,625 0.085 $138.13 2 TE,/NP/R
53 07000520050000 3,500 0.17 $595.00 2 COM
54 07000520090000 4,200 0.17 $714.00 2 COM
55 07000520100000 4,900 0.17 $833.00 2 COM
56 07000520110000 9,921 0.17 $1,686.57 2 COM
57 07000520120000 1.,750 0.17 ff297.50 2 COM
58 07000520130000 1.,875 0.17 $318.75 2 COM
59 07000520140000 1,875 0.77 $318.7s 2 COM
60 07000520150000 7,000 0.17 $1,190.00 2 COM
61 07000520170000 1.,750 0.17 $2e7.50 2 COM
62 07000520180000 7,000 0.17 $1,190.00 2 COM
63 07000520190000 7,000 0.17 $1,190.00 2 COM
64 01000520220000 1.5,61.1 0.15 $2,341.65 1A COM
65 07000520230000 1,92,1.00 0.15 $28,815.00 1A COM
66 07000520240000 21.,092 0.15 $3,163.80 1A COM
67 07000520250000 7,952 0.17 $1,351.84 1B COM
68 07000520260000 23,943 0.15 $3,591.45 1A COM
69 07000520270000 55,757 0.15 $8,363.55 1A COM
70 07000610100000 26,060 0.17 fi4,430.20 2 coM
71 07000610110000 5,394 0.17 $e16.e8 2 COM
72 07000610130000 4,81.2 0.17 $818.04 2 COM
t3 07000610140000 5,527 0.17 $939.59 2 COM
Historic Folsom PBID Management District Plan 46
03/28/2023 Item No.11.
74 07000610150000 14,000 0.17 $2,380.00 2 COM
75 07000940120000 5,473 0.17 $930.41 2 COM
76 07001010010000 7,260 0.17 fil,,234.20 2 COM
77 07001010020000 5,600 0.17 $e52.00 2 COM
78 07001010030000 7,000 0.17 $1,190.00 2 COM
79 07001010040000 5,250 0.77 $892.50 2 COM
80 07001010050000 1.,750 0.17 ff297.50 2 COM
81 07001010060000 2,660 0.17 fi4s2.20 2 COM
82 07001010070000 4,060 0.17 $6eo.20 2 COM
83 07001010290000 21.,649 0.17 $3,680.33 2 COM
B4 07001030050000 1,3,51.0 0.77 fi2,296.70 2 COM
85 07001030060000 4,830 0.77 $821.10 2 COM
B6 07001030070000 5,663 0.77 ffe62.71 2 COM
87 07001030080000 3,220 0.17 $s47.40 2 COM
B8 07001030090000 2,800 0.77 $476.00 2 COM
89 07001030100000 3,640 0.17 $618.80 2 COM
90 07001030170000 73,440 0.17 fi2,284.80 2 COM
91 07001030190000 8,960 0.085 $761.60 2 TEINP/R
92 07001050020000 5,600 0.17 $es2.oo 2 COM
93 07001050030000 3,500 0.77 $ses.oo 2 COM
94 07001050040000 3,500 0.17 $595.00 2 COM
95 07001050050000 7,000 0.17 $1,190.00 2 COM
96 07001050060000 7,000 0.17 $1,190.00 2 COM
97 07001050070000 2,800 0.1,7 $476.00 2 COM
9B 07001050080000 2,800 0.17 $476.00 2 COM
99 07001050090000 2,800 0.17 $476.00 2 COM
100 07001050100000 3,906 0.17 ff664.02 2 COM
101 07001050110000 5,628 0.17 $es6.76 2 COM
102 07001050120000 3,066 0.17 $521.22 2 COM
1,03 07001050180000 4,61.0 0.1.7 $783.70 2 COM
1,04 07001050190000 3,808 0.17 fi647.36 2 COM
105 07001 1 10010000 7,549 0.17 fi263.33 2 COM
106 07001110020000 5,451 0.17 fi926.67 2 COM
707 07001110030000 7,000 0.17 $1,190.00 2 COM
108 07001110040000 7,000 0.77 $1,190.00 2 COM
1,09 07001 1 10050000 1,750 0.17 ff2e7.50 2 COM
110 07001110060000 1.,750 0.17 $297.50 2 COM
1,1,1 07001110090000 3,700 0.17 $629.00 2 COM
1,1,2 07001110100000 7,400 0.77 $1,258.00 2 COM
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113 07001110110000 9,900 0 $o.oo 2 SFR / NA
774 07001110170000 4,313 0.77 fi733.27 2 COM
115 07001110190000 6,250 0 $o.oo 2 SFR/ NA
Histotic Folsom PBID ManagementDistrict Plan 48
03/28/2023 Item No.11.
APPENDIX 5 - TOTAL ESTIMATED MAXIMUM COST OF
IMPROVEMENTS, MAINTENANCE, AND ACTIVITIES
The estimated maximum cost of the line items belovr was developed based on the estimated costs of providing serrices in the proposed HtrPBID. The costs below are esdmated; the actual line item costs will fluctuate. The table belovz shows expenditutes from assessment and non-assessed funds.
Assessment funds are governed by Section VI. There is no limit on reallocation of non-assessment funds by the Owners'Association. The total maximum budget may exceed the maximum listed in this table if parcel ownership changes result in parcels being assessed at a higher rate due to a higher estimated benefit.
Year Advocacy &
Progtam
Coordination
Image
Enhancement
Enhanced
Maintenance
Contingency
/
Reserve
County/C
ity
Fee
Total
2024 $63,153.43 $60,926.47 $43,006.93 $7,186.54 $5,389.90 ff179,663.27 2025 $65,048.03 $62,754.26 fi44,297.1.4 fi7,402.L4 $5,551.60 $185,053.17 2026 $66,999.47 ff64,636.89 ff45,626.05 $7,624.20 $5,718.15 $190,604.76 2027 $69,009.45 $66,576.00 fi46,994.83 fi7,852.93 $5,889.69 $1.96,322.90 2028 ff7"t,079.73 fi68,573.28 fi48,404.67 $8,088.52 $6,066.38 ff202,212.58 2029 fi73,21.2.1.2 $70,630.48 $49,856.81 $8,331.18 $6,248.37 ff208,278.96 2030 $75,408.48 fi72,749.39 $51,352.51 $8,581.12 $6,435.82 fi274,527.32 2031, $77,670.73 $74,93't..87 $52,893.09 $8,838.55 $6,628.89 fi220,963.1.3 2032 $80,000.85 $77,179.83 $54,479.88 $9,103.71 $6,827.76 fi227,592.03 2033 $82,400.88 $79,495.22 fi56,1,1.4.28 fi9,376.82 ff7,032.59 $234,41.9.79 Total $723,983.17 $698,453.69 $493,026.79 $82,385.71 $61,789.15 $2,059,637.91 Historic Folsom PBID Management District Plan 49
03/28/2023 Item No.11.
APPENDIX 6 - BASELINE SERVICES PROVIDED
The City of Folsom will condnue to provide a baseline level of services throughout the District, consistent with services provided to parcels outside the District. The tables below show the baseline level of services as of August 2022; these sen'ices may only be reduced in the event of a city-wide senrice reduction.
Pattol services will be
provided as directed by
an established patol
staffins plan.
Police: Patrol City of Folsom
Police Depaftment
City of Folsom
Police Department
Special enforcement
units handle issues
involving gangs and the
selling of drugs in the
City of Folsom, as
needed
Police: Special
Problems Units
When observed,
officers advise City
crevrs of abatement
needed.
Private ptoperty clean-
up is the responsibility
of the propetty owner.
Police: Graffiti
Abatement
City of Folsom
Police Department
Historic District has
restrjcted patking (time
limits and residential
perrnits) and receives
regular patols from
parking enforcement.
Provisions exist to
allow employee
parkingin some time-
limited parkinq lots
Police: Parking
Enforcement
City of Folsom
Police Department
Officers patrol the
Historic Disttict as patt
of their standard tour of
duty. This includes
enforcement of parking
tegulations for vehicles
utilizing public parking
lots and on-sfteet
parking.
Police and Fire
D epartrnent s taff review
request for special
events, and provide
personnel as
oudined/required in the
Special Event Permits.
Unless waived by the
City Council, special
events tequite the
promoter/sponsor to
pay Police andf orFtte
Departrnent expenses.
Police/Fire: Special
Events
City of Folsom
Police Department and Fire
Department
Security Guards None Provided
Hiring own secudty for
localized security
services in parking lots,
garages, building
interiors and perimeters
Private Security Individual Propety Owners
SAFETY, POLICING & SECURITY
CommentsLevel ofServiceActivity
Flistoric Folsom PBID Management District Plan 50
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Histotic Folsom
Station Plaza
City of Folsom Ongoing clean-up,
lands caping maintenance
Event impacts paid by
sponsor and as also
specified in Special Event
permit conditions
Ciw of Folsom Ongoing maintenanceParking Garage
Public Resttooms
Security Issues
Ciry of Folsom Ongoing maintenance Event impacts paid by sponsor and as also
specified in Special Event
permit conditions
Signage - sffeet signs
and interpretive
amenities
City of Folsom Ongoing maintenance Changeable content oi signage managed by
FHDA
City of Folsom Lights changed on an as-
needed basis. The Public
Works Department is
responsible for upkeep
and maintenance of
street liqhtinq.
Sreet Lighting
City of Folsom
Code Enforcement
As identified and
response based.
On public propertyGtaffiti Removal
Make necessary repilrs
when needed for safety
and aesthetics
Sidewalks General City of Folsom
Public Works Depattrnent
City of F'olsom
Parks and Recreation
Depattment
Install, replace &
maintain benches,
receptacles and tecycling
receptacles in the hrrstoric
atea. as needed.
Sidewalk Receptacles
and Benches
Ongoing MaintenanceDrinking Fountains,
Public Art and other
Street fumiture
City of Folsom
Parks and Recreation
Deparffnent
Respond to service
requests on an as-needed
basis.
Alley City of Folsom
Public Works Departrnent
City of Folsom
Code Enforcement
Property owners can
report owners who do
not upkeep their lots.
(e.g. junk and debds,
weeds)
If delinquent, City may
pursue lawful means to
correcdon violation
Maintenance: Vacant
lots
I-evel of Service CommentsActivity
Historic Folsom PBID Management District Plan 51
03/28/2023 Item No.11.
Parking: Off-street
Public Lots
City of Folsom
Public Works Departrnent
Street crews clean trash
and debris monthly or by
location with Service
Request. Potholes and
bumper repairc are
performed on an as-
needed basis.
Parking: On-street City of trolsom
Public Works Departrnent
Maintain parking spaces
, on as needed basis.
Cleaning scheduled to
avoid disrupting parking
demand.
Respond to Serrrice
Requests as needed for
trash, debds, accidents
and potholes. Skin
patching, base repairs
and as-scheduled or
coordinated with other
ptojects.
Street General
Maintenance
City of Folsom
Public'Works Departrnent
Routine pothole patching
with cold patch during
raining weather. Skin
patch and base repair
when clear and in warrner
weather. City shall
continue to be
responsible for all street
maintenance.
Street Sweeping City of Folsom
Public Works Departrnent
Arterials and Collectors
Downtown:2 times per
yet
Parking lots and alleys: 2-
3 times petyeat
Trash Collection:
Business
Property Owners Each owner shall be
tesponsible for trash
collection to ensure a
clean and tidied uash
afe .
Trash Collection:
Sidewalk receptacles
City of Folsom
Public Works Departrnent
Provide trash collection
for sidewalk containers 3
days per week
Service is provided only
in Sutter Street
commercial cote ate
Trash Collection:
Removal of Signs on
Public Poles
City of Folsom
Code Enfotcement
On an as-needed basis
on City owned Facilities
Code enforcement is the
responsible party as most
signs are foryardand
g rage sales, which is
coveted by otdinance.
Landscaping: Planters City of trolsom
Parks and Recreation
Departrnent
Maintain landscaping in
public ROW
Other landscaping is the
responsibility of the
property ov/ner.
Level of Setvice CommentsResponsible
Historic Folsom PBID Management District Plan 52
03/28/2023 Item No.11.
Landscaping: Tree
Trimming
City of Folsom
Parks and Recreation
Departrnent
Ptovide tree trimming
annually fot ttees in the
public RO\f. Respond
tohazard tree calls as
needed. Perform Right-
of -Way clearance, as
needed. Perform tree
temovals as needed.
Ttees on private property
that encroach in ROW,
are owner's responsibility
to maintain as needed or
requested by City Staff.
Street decorations FHDA Banners and othet
seasonal elements (com
stalks, ribbons on poles,
etc)
Covered thru BID and
othet FHDA fund
raising. Decorations and
banners to comply with
City codes, guidelines, ot
Special Event permit
condidons.
Trash collection for
special events (Craft
faits, TNM, Catde
Drive, etc)
City of Folsom
Public Works Departrnent
Event sponsor
responsible for placing
loose trash in receptacles
City responsible for
emptlnng receptacles
within 24 hours of event
Level of Service Comments
Decorations:
Special Events
Event sponsors in
collaboration \n/ith FHDA
Seasonal decorations
provided by trHDA can
be supplemented for
special events
Decorations: Special
Events
Public Works:
Special Events
City of Folsom
Public Works Departrnent
Public Works Departrnent
staff review request for
special events, and
provide traffic control
personnel as
oudined/required in the
Special Event Permits.
Unless waived by the
City Council, special
events tequire the
promotet/sponsor to
pay Public Wotks
Depaftment expenses.
OTHER SERVTCES
Level of Service Comments
Historic Folsom PBID Management Disttict Plan 53
03/28/2023 Item No.11.
IIOLSOM
Folsom City Council
Staff ort
MEETING DATE: 3/28/2023
AGENDA SECTION: New Business
SUBJECT: Housing Element Program H-2 - Additional Housing Capacity Buildout Assumptions Analysis and Recommendations
FROM: Community Development Department
RECOMMENDATION / CITY COUNCIL ACTION
Staff is seeking input on increased residential capacrty and buildout assumptions to implement Housing Element Program H-2 (Create Additional Lower-Income Housing Capacity). Please review the analysis and assumptions presented in this staff report and accompanying memorandum from Ascent (Attachment 1) regarding the proposed residential capacity increase (refer to Table 3) and confirm and/or provide input on the buildout capacity methodology and the proposed increase to the 2035 General Plan residential buildout.
BACKGROUND/ISSUE
On August 24,2021, the City Council adopted the 2021-2029 Housing Element. This State- mandated pan of the General Plan serves as the City's plan to accommodate current housing needs and future growth. One of the key challenges the City faced (and continues to face) with this most recent Housing Element pertains to Folsom's share of the Regional Housing Needs Allocation (RHNA) as determined by the Sacramento Area Council of Governments (SACOG).
As shown in Table 1 below, the City's RHNA obligation for this eight-year Housing Element cycle is 6,363 housing units, of which 3,567 units are to be affordable to very low-income and low- income households (collectively referred to as the "lower-income" RHNA).
03/28/2023 Item No.12.
1,967 6,363 7951,34r 829Housing
Units 2,226
3r% r00%2t% t3%Percent of
Total 35%
Note: * Based on 8-year planning period
I 20206Source: SACOG Regional Needs Plan
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Table 1
While the City was able to identifu sufficient sites for future housing growth and higher density zoned sites assumed to accommodate more affordable housing, the State also requires the City to maintain sufficient zoned land throughout the Housing Element eight- year period. Since Housing Element adoption, developers have built both affordable and market rate housing on higher density multi-family sites. When sites identified for affordable housing are developed with market-rate housing, the State "no net loss" law requires the City to find additional capacity or rezone land to maintain capacrty to meet the City's housing allocation (RHNA). Thus, to create additional opportunities for high-density housing and ensure the City maintains an adequate capacity to meet its lower-income RHNA throughout the planning period, the202l-2029 Housing Element includes a program (Program H-2) to strategically increase maximum allowed densities in targeted areas of the city and to increase housing capacity in the Folsom Plan Areas Specific Plan (FPASP) as follows:
o Implementation Program H-2 Create Additional Lower-Income Housing Capacity: The City shall create additional opportunities forhigh-density housing to ensure the City maintains adequate capacity to meet the lower-income RHNA throughout the planning period. The City shall increase maximum allowable densities in the East Bidwell Mixed Use Overlay, SACOG Transit Priority Areas outside the Historic District, and Folsom Plan Area Specific Plan Town Center. In implementing this program, the City shall strive to disperse affordable housing opportunities and avoid fair housing issues related to overconcentration. The City shall coordinate with property owners along the East Bidwell Street corridor and within the Transit Priority Areas to identifr and pursue residential development opportunities. The City shall review and revise Policy 4.7 of the Folsom Plan Area Specific Plan to increase the total number of dwelling units allowed in the Plan Area to satisfu the RHNA, as long as infrastructure needs are met. In addition, the City shall coordinate with property owners in the Folsom Plan Area to mitigate the loss of lower- income housing sites to market-rate housing.
To implement the 2021-2029 Housing Element Program H-2, the City is in the process of increaslng maximum allowed densities and Floor Area Ratios (FARs) in the East Bidwell Mixed Use Overlay, SACOG Transit Priorities Areas, and the Folsom Plan Area Specific Plan (FPASP) Town Center. Additionally, the project includes increasing the total number of allocated residential units in the FPASP to address the city's RHNA. As such, a general plan amendment and associated environmental analysis is required, as well as a FPASP specific plan amendment with environmental analysis.
03/28/2023 Item No.12.
In June of 2021, the City received $765,000 in grant funding from SACOG to advance the implementation of Program H-2. As part of this grant award, the city hired Opticos to prepare an evaluation of the existing CrW's multi-family and mixed-use development standards and a market feasibility analysis to inform future density and development standards associated with increased development in the targeted areas. In addition, the bulk of this grant funding was used to hire Ascent Environmental, Inc. (Ascent) to prepare the actual General Plan Amendment, Specific Plan Amendment, and associated technical and environmental analyses to implement ProgranH-2.
In July 2022,the Planning Commission and City Council held workshops to discuss the results of the Targeted Mixed-use and Multi-family Housing Study (TMMH Study) conducted by Opticos (Attachment 2). At these workshops, staff presented the results of the TMMH Study, as well as proposals for several rezones in the FPASP to create additional affordable housing development opportunities within the FPASP. Based on Opticos' analysis, as well as staff s evaluation of how other communities like Roseville and El Dorado Hills have addressed similar challenges to increase densities, staff developed a number of recommendations that focused on form, size, scale, height, and design rather than on density alone.
Overall, Planning Commission and City Council members supported the concepts presented by staff and Council provided staff with direction to proceed with the necessary analysis to increase densities in the three strategic areas of the city as listed in Table 2:
Table 2
In addition to increasing allowable densities in the three targeted areas of the City, ProgranrH-2 also prescribes that the City coordinate with landowners in the Folsom Plan Area to mitigate for the loss of lower-income housing sites to market-rate housing.
As such, over the last year staff has been meeting with the FPASP landowners and several interested developers to better understand future affordable housing development opportunities within the FPASP and to discuss potential strategies to maintain the City's RHNA for the current housing element cycle. As a result of these meetings the following measures pertaining to the FPASP have been identified and agreed upon:
1. Amend the FPASP land use designation for Site 2 (10.52 acres) from industrial to multi- family high density to allow for development of up to 400 multi-family housing units.
2. Amend the FPASP to rezone Site 15 (13.22 acres) from community commercial to multi- family high density to allow for up to 320 multi-family housing units.
3. Amend the FPASP to rezone Site 233 (11.54 acres) from commercial to mixed-use to allow for development of up to 250 multi-family housing units.
1.5 35' upto 50'-60' (60' for
corner elements only)30 du/ac 0.5East Bidwell Conidor
3.0 35' up to 60 - 70' (70' for
corner elements only)30 du/ac 1.0Iron Point and Glenn Station
3.0 35' up to 60 - 70' (70' for
corner elements only)30 du/ac 1.0Folsom Town Center
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03/28/2023 Item No.12.
4. Increase the number of dwelling units allocated to the FPASP Town Center from 490 du to 1,250 du, resulting in an increase of 760 du.
5. Increase the number of dwelling units allocated to nine additional multi-family designated sites in the FPASP (outside the Town Center) from 1,258 du to 1,410 du, resulting in an increase of 152.
6. Deed-restrict several parcels to accommodate a minimum of 890 deed-restricted affordable housing units to meet the City's lower-income RHNA.
Based on the proposed FPASP RHNA strategy summarized above and build out assumptions for the East gidwill Ndixed Use Overlay and SACOG Transit Priorities Areas (along the Glenn/Iron Point light rail stations), staff and Ascent have developed what staff believes to be a realistic buildouicapacity that will be used as the basis for the technical analysis and environmental studies necessary for any future amendments to the General Plan, the FPASP, and the Zonrng Code as shown in Table 3. The location of where the increased capacity would occur are in Figures I and 2 on the following pages. The 2035 General Plan EIR previously assumed approximately 1,000 units of growth primarily along the East Bidwell Conidor. After factoring in that existing development capacity, the net new capacity would be approximately 6,000 housing units. Before staff finalizes these numbers for technical and environmental analysis, staff is asking the City Council to confirm the buildout capacity methodology and the proposed increase to the 2035 General Plan residential buildout.
Table 3
While this is alarge increase, this does not mean that these dwelling units will all be built. It is anticipated that if this growth happens it will occur over the remaining horizon of the 2035 General Plan and the FPASP, which envision a buildout over the next 12 to 20 years. Creating this additional residential development capacity satisfies the goals of the General Plan and Housing Element by: 1) creating sufficient capacity to address the City's current RHNA obligations as well as help wiih future ones; 2) focuses growth in targeted areas and away from established residential neighborhoods; and 3) avoids a situation where the City has to rezone land outside of these targeted areas to satisff the State's no-net loss requirements.
Transit Priority Areas
7502.0L Iron Point Station
1,0502.02. Glenn Station
East Bidwell Corridor
11.53. Central Commercial District
4501.0 - 1.54. Creekside District
1,0501.55. College/BroadstoneDistrict
5,150Subtotal
FPASP
1,8826. Folsom Plan Area
7,032Overall Capacity
(1"000)Existine Capacity (per General Plan EIR)
6,032Net New Capacity
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03/28/2023 Item No.12.
Staff is asking the City Council to consider and provide input on the buildout assumptions. See the sub-area sunmary and corresponding maps below (Figures I and 2), as well as Table 3 for additional details about increased housing capacity by target area.
Figure I
Location of Targeted Areas and Buildout Assumptions
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03/28/2023 Item No.12.
Figure 2
Location of Increased Residential Capacity
in Folsom Plan Area
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Commission Input: This item was presented to the Planning Commission on March 15,2023.
Since this staff report was completed before the Commission meeting occuffed staff will provide the Commission's comments as part of its presentation to the City Council. Please note that this report was not presented to the Historic District Commission since none of the target areas are located within the boundaries of the Historic District.
03/28/2023 Item No.12.
POLICY / RULE
The City's 2021-2029 Housing Element was approved by the City Council in August 2021. That document includes several policies that relate directly to the issues discussed in this staff report.
These include:
a Policy H-1.1 Sufficient Land for Housing: The City shall ensure that sufficient land is designated and zoned in a range of residential densities to accommodate the City's regional share of housing.
Policy H-1.2 Location of Higher-Density Housing Sites: The City shall endeavor to designate future sites for higher-density housing near transit stops, commercial services, employment centers, and schools, where appropriate and feasible.
Policy H-1.3 Multi-family Housing Densities: The City shall encourage home builders to develop their projects on multi-famity-designated land at the high end of the applicable density range.
Policy H-1.4 Lower-Income Housing Replacement Sites: The City shall mitigate the loss of lower-income housing sites within the Folsom Plan Area by securing voluntary agreements with the landowners to find replacement sites as market-rate housing is developed on sites identified in the lower-income sites inventory.
Policy H-2.5 Objective Standards: The City shall endeavor through its development and design standards and decision making to provide consistent and predictable policy direction based on objective standards for multi-family residential project applicants.
Policy H-3.2 Inclusionary Housing: The City shall continue to require inclusionary housing on all new for-sale units. The City may also consider inclusionary housing as a community benefit for non-City-initiated General Plan and/or Specific Plan amendments that result in rental housing.
Policy H-3.6 Density Bonus: The City shall continue to make density bonuses available to affordable and senior housing projects, consistent with State law and Title 17 of the Folsom Municipal Code.
Policy H-6.3 Balance of Housing Types: The City shall encourage residential projects affordable to a mix of household incomes and disperse affordable housing projects throughout the city, including the Folsom Plan Area, to achieve a balance of housing in all neighborhoods and communities.
a
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03/28/2023 Item No.12.
ANALYSIS
Holding Capacity
The 2035 General Plan includes assumptions about the amount of growth that will occur within the 2035 timeframe. These projections were then used to establish a holding capacity that represents an estimate of the total dwelling units, population, and non-residential building square footage associated with the future buildout of the City based on the adopted 2035 General Plan Land Use Diagram. A key assumption in understanding this holding capacity analysis is that it reflects a theoretical buildout of the entire city, rather than what is likely to appear on the ground within the General Plan horizon year of 2035.
The build out model for the 2035 Folsom General Plan was conducted at the parcel level using an inventory of vacant land as the basis for analysis. The analysis was further broken down by the land north of Highway 50 and the land within the FPASP, located south of Highway 50. For the area north of Highway 50, the General Plan also included the East Bidwell Corridor (EBC) Overlay, which encourages mixed-use development along East Bidwell Street. The assumptions applied to parcels within the EBC Overlay largely depended on whether the parcel was vacant or considered underutilized. Underutilized parcels, characlerized by aging commercial uses that would be more likely to redevelop within the timeframe of the General Plan, were identified and mixed-use assumptions were applied to those underutilized parcels. It is important to note that the EBC Overlay is the only arca that assumed redevelopment of underutilized parcels within the holding capacity analysis; all other parcels in the build out model were vacant. In addition, the holding capacity for the land within the Specific Plan Area was conducted as part of the FPASP preparation and was updated for the General Plan to reflect subsequent land use amendments.
As previously discussed, implementation of Program H-2 will increase allowed densities in three targeted areas of the City: East Bidwell Mixed Use Overlay, SACOG Transit Priorities Areas (primarily along the GlenrVlron Point light rail stations), and the Folsom Plan Area Specific Plan (FPASP). Thus, a critical component of this project is to identifr and then analyze the increased residential holding capacity.
Buildout Assumptions and Analysis for sites North of 50 East Bidwell Street Mixed-use Corridor
For the East Bidwell Street Mixed Use Corridor, City staff and the consultants identified all vacant sites and underutilized sites (housing opportunity sites) within the East Bidwell Street Mixed Use Conidor Overlay, broken down by sub-area (Central Commercial District, Creekside District, and the College and Broadstone District). Although many of these housing opportunity sites were identified as part of the recently adopted Housing Element, additional capacity was identified based on new information provided by City staff and also to account for a longer planning horizon (Housing Element planning period ends in 2029, whereas the General Plan period is until 2035). For the Central Commercial District where staff and the consultants did not identifr any specific sites for future housing development, the buildout assumed was a percentage of the total subarea. The sites were
03/28/2023 Item No.12.
then compiled in a map and land use holding capacity was calculated through a series of formulas that fed parcel-level information through development assumptions including target floor area ratio (FAR) and percentage of site developed or redeveloped.
Iron Point and Glenn Station TOD Areas
For the Iron Point and Glenn Stations, staff and the consultants reviewed arial images for sites within the city's Iron Point and Glenn Station Green Means Go designations to identifu vacant and underutilized housing opportunity sites and establish project boundaries for these areas. Within the project boundary area for the Iron Point Station, no specific sites were identified. As such, staff assumed buildout of a percentage of the total area within the boundary. For the Glenn Station boundary area, the only vacant site within the boundary is the Glenn Station parking lot (which is already in the Housing Element vacant sites inventory). The remainder of the housing opportunity sites identified are developed sites charactenzedby aging commercial uses that could likely redevelop within the timeframe of the General Plan planning period. All of these sites were compiled in a map and the land use holding capacity was calculated through a series of formulas that fed parcel-level information through development assumptions including target floor area ratio (FAR) and percentage of site redeveloped.
Based on the assumptions and analysis for each of the targeted areas North of Highway 50 described above, approximately 4,000 units of additionally holding capacity for housing will be analyzed as the build out model for the 2035 Folsom General Plan Buildout Assumptions and Analysis for sites South of 50 The FPASP is a comprehensively planned community that proposes new development based on "Smart Growth" principles. Approved in2011, the FPASP is a development plan for over 3,500 acres of previously undeveloped land located south of U.S. Highway 50, north of White Rock Road, east of Prairie City Road, and west of the Sacramento County/El Dorado County line in the southeastern portion of the City. The FPASP includes a mix of residential, commercial, employment and public uses, and currently includes a maximum of t1,467 residential units at various densities on approximately 1,630 acres. As previously indicated inthis staff report, HE Program H-2 directs the city to increase the maximum number of dwelling units allowed in the Plan Area to satis$ the RHNA, as long as infrastructure needs are met.
For the FPASP, the increased holding capacity for development was calculated based on the proposed FPASP RHNA strategy summarized earlier in this report and results in an increased holding capacrty of 1,882 residential units as summarized in Table 3. Of the 1,882 units of increased capacity, 970 additional residential units result from rezoning commercial/industrial sites to allow for multi-family development and the remaining 912 unit capacity resulting from increasing the allocated number of residential units on individual multi-family zoned sites in the FPASP. A11 of this is conditioned upon the outcome of technical and environmental studies to determine whether there is sufficient infrastructure and water resources to support this additional development.
Since the City will be funding the planning, environmental and technical analyses to increase housing in the Folsom Plan Area, the City and landowners will enter into a Memorandum of Understanding (MOU) that memorializes: 1) the City's intention to take the lead on the General
03/28/2023 Item No.12.
Plan and FPASP Amendments and associated environmental analysis to increase housing development capacity, including affordable housing, and to present that to the City Council for action; and 2) the landowner's commitments to deed restrict certain lots for the development of 890 units affordable to lower income households within 30 days of Council action (note: this is in addition to the 64 units to be deed restricted by Eagle for lot 61) and to fund an update by Economic & Planning Systems (EPS) or other consultants to the infrastructure and finance plan related to the increased housing units. As such, staff is in the process of preparing a draft MOU that the City Manager plans to execute later this month.
Finally, it should be noted that the Water Supply Agreement (which has been validated by the courts) provides a total of 5,600-acre feet per year of water to the Folsom Plan Area consistent with Measure W. Based on initial estimates from the 2011 FPASP total water demand for the plan area was at 5,168-acre feet per year. Since that time the 2020 Urban Water Management Plan (UWMP), which incorporated recently adopted indoor and outdoor water efhciency requirements, was completed and determined that water demand for the FPASP is calculated to be 4,821-acre feet, creating a surplus of approximately 778-acre feet, According to the City's water consultant Peterson Brustad Inc. (PBI), future multi-family housing units in the FPASP will use approximat ely 0.22-acre feet per yearldwelling unit. If we assume an addition al I ,882 multi-family units allocated to the FPASP, an additional4l4-acre feet would be required leaving a surplus of 364-acre feet. The additional housing capacity will be subject to a more detailed and precise water supply and CEQA analysis.
Regional Housing Needs Allocation Status
Table C-41 from the Housing Element (HE) Background Report summarizes the estimated residential capacity compared to the RHNA by income level at the time of Housing Element Adoption on August 24,2021.
Total Units
Very Low-
lncome
Units
Low-
lncome
Units
Moderate-
lncome Units
Above
Moderate-
lncome Units
2,226 r,347
829 !,967 6,363
3,567
RHNA
5,369L29 216 r,209 3,815Planned and Approved Projects
8,4793,216 2,666 2,537Estimated Residential Capacity on Vacant and Underutilized Land
r,2360 0Eost Bidwell Mixed Use Corridor Sites 1.,236
44 10 1991.4sTronsit Priority Areo Sites
2,615 2,190 6,r491",344Folsom Plon Area Specific Plon Sites 1 337 83549tAdditiondl Housing Sites
83 t 581496
Estimated Residential Capacity of
Accessory Dwelling Units and Multi-
Generational Units
3,958 6,3s4 14369Residential Capacity 4,O57
490 3,129 4,387Surplus
TABLE C-41: ESTIMATED RESIDENTIAL CAPACIry COMPARED TO RHNA BY INCOME, CITY OF FOISOM, JUNE 30, 7O2ITO AUGUST 31",2029
03/28/2023 Item No.12.
As shown in the table, at the time of HE adoption the City was able to identifr sufficient sites for future housing growth, including sites for affordable development with a surplus (buffer) of zoned land assumed to accommodate 490 lower income units. However, given current and anticipated development applications for market rate and non-residential development on multi-family and mixed-use sites, staff estimates that most of the buffer capacity will be gone by the end of the current calendar year. Table 4 provides a summary of our projected lower-income RHNA capacity anticipated over the next 6-months. As shown, staff anticipates that our surplus will shrink from 490 units to 231 by the end of the year. Based on State "no net loss" law, it is the City's responsibility to maintain adequate zoned sites with corresponding housing capacity to meet the City's housing needs at all times for the eight-year housing cycle' Table 4
CONCLUSION
In order to comply with State housing requirements and regional housing allocations for the current eight-year cycle, the City must increase housing capacity to meet lower income housing needs. As outlined in Housing Element Program H-2, the City will do this by strategically increasing maximum density in targeted areas of the City and by increasing the total number of multi-family and mixed-use housing units in the Folsom Plan Area Specific Plan south of Highway 50. The grant funded consultant study analyzed market feasibility and appropriate designs in those tatget areas (Attachment 2). Community input and Council direction in 2022 informed the increased development parameters for each target area.
Based on the results of the Targeted Housing Study and discussions with the FPASP landowners, staff have been able to quantifu the projected increased density of existing housing sites (multi- family and mixed-use) in targetareas and identifr additional housing sites in the Folsom Plan Area to establish buildout assumptions and capacity that will be used as the basis for the technical studies 4,051HE Low and Very Low CaPacitY
BP zone not included in RHNA+ 135Vintage Senior Apts Site Previous Project Withdrawn 1.95 ac+53Harrington Sites
Active Application(150)Creekside Sites
+10 Not Included in Housing ElementHabitat Persifer Site Active Application Reducing Acreage(37)Kaiser Site
Application Expected Soon(270)Elliott Broadstone Site
3,798New Capacity
3,567HE Lower RHNA Required
23tSurplus
Summary 2023 Projects on Multi-family or Mixed-Use Sites Lower Income Residential Holding Capacity Compared to RHNA