Folsom City Council
June 11, 2024

1 Agenda
City Council Regular Meeting
Folsom City Hall | City Council Chambers, First Floor
50 Natoma Street, Folsom, CA 95630
June 11, 2024, 6:30 PM

Welcome to Your City Council Meeting
We welcome your interest and involvement in the city’s legislative process. This agenda includes information about topics coming before the City Council and the action recommended by city staff. You can read about each topic in the staff reports, which are available on the city website and in the Office of the City Clerk. The City Clerk is also available to answer any questions you have about City Council meeting procedures.

Participation
If you would like to provide comments to the City Council, please:
 Fill out a blue speaker request form, located at the back table.  Submit the form to the City Clerk before the item begins.  When it’s your turn, the City Clerk will call your name and invite you to the podium.  Speakers generally have three minutes, unless the presiding officer (usually the mayor) changes that time.

Reasonable Accommodations
In compliance with the Americans with Disabilities Act, if you are a person with a disability and you need a disability-related modification or accommodation to participate in this meeting, please contact the City Clerk’s Office at (916) 461-6035, (916) 355-7328 (fax) or [email protected]. Requests must be made as early as possible and at least two full business days before the start of the meeting.

How to Watch
The City of Folsom provides three ways to watch a City Council meeting:

In Person Online On TV

City Council meetings take place at
City Hall, 50 Natoma Street
Watch the livestream and replay past
meetings on the city website,
www.folsom.ca.us
Watch live and replays of meetings on
Sac Metro Cable TV, Channel 14

More information about City Council meetings is available at the end of this agenda

2 City Council Regular Meeting
Folsom City Hall | City Council Chambers, First Floor
50 Natoma Street, Folsom, CA 95630
www.folsom.ca.us
Tuesday, June 11, 2024 6:30 PM

Mike Kozlowski, Mayor

Sarah Aquino, Vice Mayor YK Chalamcherla, Councilmember Rosario Rodriguez, Councilmember Anna Rohrbough, Councilmember

AGENDA

CALL TO ORDER
ROLL CALL:

Councilmembers: Rodriguez, Rohrbough, Aquino, Chalamcherla, Kozlowski The City Council has adopted a policy that no new item will begin after 10:30 p.m. Therefore, if you are here for an item that has not been heard by 10:30 p.m., you may leave, as t he item will be continued to a future Council meeting.

PLEDGE OF ALLEGIANCE
BUSINESS FROM THE FLOOR:

Members of the public are entitled to address the City Council concerning any item within the Folsom City Council's subject matter jurisdiction. Public comments are generally limited to no more than three minutes. Except for certain specific exceptions, the City Council is prohibited from discussing or taking action on any item not appearing on the posted agenda.

AGENDA UPDATE
SCHEDULED PRESENTATIONS:

1. Proclamation of the Mayor of the City of Folsom Proclaiming the Month of June as LGBTQ+ Pride Month in the City of Folsom

2. City Manager’s Fiscal Year 2023-24 Third Quarter Financial Report

3 CONSENT CALENDAR:

Items appearing on the Consent Calendar are considered routine and may be approved by one motion.

Councilmembers may pull an item for discussion.

3. Approval of May 28, 2024 Regular Meeting Minutes

4. Resolution No. 11204 - A Resolution of the City Council Approving an Acquisition and Shortfall Agreement for Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phases 3A & 3B)

5. Resolution No. 11205 – A Resolution Authorizing the City Manager to Execute a Non- Professional Services Agreement with Flex Ground to Replace the Existing Slide Landing Zone at Econome Park, and Appropriation of Contingency Funds

6. Resolution No. 11211 - A Resolution Authorizing the City Manager to Execute an Agreement with Commercial Pump and Mechanical Inc. for Pump Maintenance and Repair Services on an As - Needed Basis for Water and Wastewater Facilities

7. Resolution No. 11212 - A Resolution Authorizing the City Manager to Execute Non-Exclusive Agreements with Approved Licensed Contractors to Implement the Sacramento Housing and Redevelopment Agency Inter-Agency Contract for the Seniors Helping Seniors Home Repair Program

8. Resolution No. 11213 - A Resolution Authorizing the City Manager to Execute the Assignment and Assumption Agreement with Terry Gold, dba Golden Spike Entertainment, and Truson Buegel, Consenting to the Assignment of the Folsom Valley Railway Concession Agreement at City Lions Park

9. Resolution No. 11214 - A Resolution Approving the Preliminary Engineer’s Report for the Following Landscaping and Lighting Districts for Fiscal Year 2024-2025 and Setting Public Hearing for American River Canyon North, American River Canyon North No. 2, American River Canyon North No. 3, Blue Ravine Oaks, Blue Ravine Oaks No. 2, Briggs Ranch, Broadstone, Broadstone No. 4, Broadstone Unit No. 3, Cobble Ridge, Cobble Hills Ridge II/Reflections II, Folsom Heights, Folsom Heights No. 2, Hannaford Cross, Lake Natoma Shores, Los Cerros, Natoma Station, Natoma Valley, Prairie Oaks Ranch, Prairie Oaks Ranch No. 2, Prospect Ridge, Sierra Estates, Silverbrook, Steeplechase, The Residences at American River Canyon, The Residences at American River Canyon II, Willow Creek Estates East, Willow Creek Estates the East No. 2, Willow Creek Estates South, and Willow Springs

10. Resolution No. 11215 - A Resolution Authorizing the City Manager to Execute an Agreement with California Diesel and Power for Generator Maintenance and Repair Services on an As- Needed Basis for Water and Wastewater Facilities

11. Resolution No. 11217 – A Resolution Authorizing Staff to Submit Arts in California Parks Grant Application to the California Department of Parks and Recreation for the Johnny Cash Trail Art Experience Cash’s Pick No. 2
PUBLIC HEARING:

12. Resolution No. 11210 - A Resolution Adopting the Fiscal Year 2024-25 Operating and Capital Budgets for the City of Folsom, the Successor Agency, the Folsom Public Financing Authority, and the Folsom Ranch Public Financing Authority

COUNCIL REQUESTS FOR FUTURE AGENDA ITEMS

CITY MANAGER REPORTS

COUNCIL COMMENTS

4 ADJOURNMENT

NOTICE: Members of the public are entitled to directly address the City Council concerning any item that is described in the notice of this meeting, before or during consideration of that item. If you wish to address Council on an issue, which is on this agenda, please complete a blue speaker request card, and deliver it to a staff member at the table on the left side of the Council Chambers prior to discussion of the item. When your name is called, stand to be recognized by the Mayor and then proceed to the podium. If you wish to address the City Council on any other item of interest to the public, when the Mayor asks if there is any “Business from the Floor,” follow the same procedure described above. Please limit your comments to three minutes or less.

NOTICE REGARDING CHALLENGES TO DECISIONS: Pursuant to all applicable laws and regulations, including without limitation, California Government Code Section 65009 and or California Public Resources Code Section 21177, if you wish to challenge in court any of the above decisions (regarding planning, zoning and/or environmental decisions), you may be limited to raising only those issues you or someone else raised at the public hearing(s) described in this notice/agenda, or in written correspondence delivered to the City at, or prior to, the public hearing.

As presiding officer, the Mayor has the authority to preserve order at all City Council meetings, to remove or cause the removal of any person from any such meeting for disorderly conduct, or for making personal, impertinent, or slanderous remarks, using profanity, or becoming boisterous, threatening or personally abusive while addressing said Council, and to enforce the rules of the Council.

PERSONS INTERESTED IN PROPOSING AN ITEM FOR THE CITY COUNCIL AGENDA S HOULD CONTACT A MEMBER OF THE CITY COUNCIL.

The meeting of the Folsom City Council is being telecast on Metro Cable TV, Channel 14, the Government Affairs Channel, and will be shown in its entirety on the Friday and Saturday following the meeting, both at 9 a.m. The City does not control scheduling of this telecast and persons interested in watching the televised meeting should confirm this schedule with Metro Cable TV, Channel 14. The City of Folsom provides live and archived webcasts of regular City Coun cil meetings. The webcasts can be found on the online services page of the City's website www.folsom.ca.us.

In compliance with the Americans with Disabilities Act, if you are a person with a disability and you need a disability-related modification or accommodation to participate in this meeting, please contact the City Clerk’s Office at (916) 461-6035, (916) 355-7328 (fax) or [email protected]. Requests must be made as early as possible and at least two full business days before the start of the meeting.

Any documents produced by the City and distributed to the City Council regarding any item on this agenda will be made available at the City Clerk’s Counter at City Hall located at 50 Natoma Street, Folsom, California and at the Folsom Public Librar y located at 411 Stafford Street, Folsom, California during normal business hours.

PROCI.AMATION

OF THE MAYOROF THE CITY OF FOLSOM

PROCI-AIMING THE MONTH OF JUNE AS
LGBTQ+ PRIDE MONTH IN THE CITY OF FOLSOM
WHEREAS, the City of Folsom is dedicated to fostering a diverse and inclusive community that celebrates the richness of its residents' identities; and WHEREAS, the LGBTQ+ commumty is an important part of the community that makes up our great city, contributing to its vitality; and WHEREAS, recognizing and embracing diversityfosters understanding, empathy, and unlty among all residents; and
WHEREAS, June is widely celebrated as LGBTQ+ Pride Month, commemorating the Stonewall riots of June 1969, a pivotal moment in the fight for LGBTQ+ rights and equality; and
WHEREAS, acknowledging Pride Month is an opportunrty to honor the progress made in securing equal rights for the LGBTQ+ community while recognizing that the work towards full equality is ongoing; and
WHEREAS, Folsom takes pride inbeing an inclusive citythatvalues and promotes the well-being, dignity, and rights of all its residents;
NOW, THEREFORE, I, Mike Kozlowski, Mayor of the City of Folsom, do hereby proclaim the month of June 2o24as LGBTQ+ Pride Month in the City of Folsom. I call ,rpon all residents to join in celebrating the diversity of our community, fostering acceptance, understanding, and respect for all individuals.

PROCIAIMED this rrth day of June 2024.

Michael D. Kozlowski, MAYOR

06/11/2024 Item No.1.

This page is intenttonally left blank
to facilitat e double - side d printtng
qnd minimize poper ttse.

CITY OF
DISTINCTIVE bY NATURE
FOLSONf

06/11/2024 Item No.1.
i. ii I .''-i::. : :'r'i
Folsom City Council
Staff ort
MEETING DATE: 611U2024
AGENDA SECTION: S cheduled Presentations
SUBJECT: City Manager's Fiscal Year 2023-24Third Quarter Financial Report
F''ROM: Finance Department

RECOMMENDATION / COUNCIL ACTION
It is recommended that the City Council receive a presentation from the Finance Director for the City Manager's Fiscal Year 2023-24 Third Quarter Financial Report.

POLICY / RIiI,E,
Section 5.05R of the Charter of the City of Folsom requires the City Manager submit to the City Council a financial and management report showing the relationship between budgeted and actual revenues, and expenditures and encumbrances on a quarterly basis.

Section 3.02.050 (b) of the Folsom Municipal Code states ". . .. within 30 days after the end of each quarter during the fiscal year, and more often if required by the City Council, the City Manager shall submit to the City Council a financial and management report." Submitted,
UAd'*
Elaine Andersen
City Manager
ATTACHMENT:

1. Third Quarter Financial Report Fiscal Year 2023-24
Tamagni
Finance Director/CFO
1

06/11/2024 Item No.2.

F"Oy-s(}Nd

C ITY O F

DISTINCTIVE BY NATURE
ty of Folsom
y Financial Report
Fiscal Year 2023-24 Third Quarter
Ci
arteQu rl
June 11,2024
Prepared by the Office of Management and Budget
Financial Analysis and Reporting Division

06/11/2024 Item No.2.

Table of Contents
Section
Introduction.

Executive Summary
Financial Results
a) General Fund.
b) Enterprise Funds .............
c) Other Funds......

City Housing Fund.

Risk Management
Lighting and Landscape Districts .........

Plan Area Impact Fees........

Appendix
Cornbined General Fund Revenue & Expenditure Statement...'............. 8 General Fund Departmental Expenditure Summary .............'.9 Housing Fund Revenue & Expenditure Statement
Page No.

Lighting and Landscaping District Statement
Water Fund Revenue & Expense Statement
Wastewater Fund Revenue & Expense Statement
Solid Waste Fund Revenue & Expense Statement
1 1
2 5
6 6
6 7
7 10
11 t4
15 T6

06/11/2024 Item No.2.

Third Quarter Financial Report
Fiscal Year 2023-24 F"(}[-g@se
Introduction
This financial report provides an overview of the City's unaudited financial position through the third quarter of Fiscal Year (FY) 2023-24 (July 1, 2023,through March 31,2024) for (1) the General Fund, (2) Housing Special Revenue Fund and L&L Districts, (3) the major enterprise operating firnds, and (4) the Risk Management Internal Service Fund. Notable cumulative third quarter to third quarter and budget to actual comparisons are included in this report in addition to year- end projections.

Executive Summary
The City's audited General Fund unassigned fund balance at the end of FY 2022-23 was $22.96 million, or 2l.36oh of expenditures.

As of the third quarter of FY 2023-24, the General Fund is projected to end the year with revenues at $ 1 14.51 million and expenditures at $113.86 million, resulting in an increase in unassigned fund balance of $643,000 by the end of the fiscal year, falling short of the 1% contingency ($1,070,000) that was budgeted and anticipated to roll to the unassigned fund balance to sustain the emergency reserve percentage as expenditures continue to grow. It's important to note that these projections include $ 1.46 million of ARPA expenditures and corresponding revenue. It is projected that the General Fund's unassigned fund balance will increase from $22.96 million to 523.79 million by the fiscal year end, but will decrease from2I.36%oto 20.89%o as a percentage of expenditures. Below is a chart of the unassigned fund balance over the last ten years and displays the projected change from FY 2022-23 toFY 2023-24.

Unassigned General Fund Balance
$30,000,000
$28,000,000
$26,000,000
$24,000,000
$22,000,000
$20,000,000
$18,000,000
$16,000,000
$ 14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$-

30.00%

25.00%

20.00%
15-00o/o

10.00%
s.00%

0.00%
FY15
Actual
FY16
Actual
FY17
Actual
FY18
Actual
FY19
Actual
FY20
Actual
FY21
Actual
FY22
Actual
FY23
Actual
FY24
$15,529,576

18.44Yo
$10,950323

19.90Yo $15,699,123
$23,260,484 787$23,$22,961,93923.69Yo 20.89V",360/02t$19,200,703

21.38o/o
s13,776,114

14.44o/o
s8,157,227
tl.540h
$17,397,043

20.09Vo
Projected
1

06/11/2024 Item No.2.

FY22-23 Actual
Mar.31,2023
PropertyTax $ 18,441,933
Sales Tax 16,238,77 5
Transient Occupancy Tax 1,186,429
Charges for Services 11,361,275
License, Permits & IntergoVt 8,647,667
Transfers In 3,825,369
All Other 2.616,724
FY23-24 Actual
M*.3102024
$ 20,102,962
13,965,137
87 t,7 50
11,361,712
t0,002,497
4,26'7,239
2,748,608
FY23-24
Budget
$ 40,094,946
29,257,969
2,37s,000
12,438,834
14,959,029
7,484,724
4,t4r,500
BY23-24
Projected
$ 40,094,946
27,565,267
2,37 5,000
14,985,629
r7,277,529
7,494,724
Over/Under
Budget
$-
(t,692,',708)
2,546,795
2,318,500
Vo of
Budget
t00%
94%
100%
t20%
tt5%
t00%
1t4%4,722.933 581,433
Total Revenue I 72 $63 I ll 11 03.39o/o
General F und: Operating Revenues
The following table includes cumulative revenue compadsons through the third quarter of FY 2022-23 andFY 2023-24 and a revenue budget comparison for FY 2023-24 with year-end projections.

General Fund operating revenues through the third quarter are $63.3 million, which is l.60/o more than the same period inFY 2022-23. Revenues are at 57.2% of the budget through the third quarter of the current year, primarily due to the timing associated with receiving some of the larger revenue sources. For instance, property tax is the largest General Fundievenue source, but funding is received in two unequal installments, of which one has been received. The second installment will be received during the fourth quarter of the fiscal year.

The following is an explanation of the notable variances:
. Property tax revenues exceeded last year's cumulative third quarter by 9.0I% or $1.66 million. A comparison of home sales during the third quarter of FY 2023-24 and FY 2022-23 shows the number of homes sold increased by 8, or 1.74%. The average median sales price through the third quarter of FY 2023-24 was g7 63 ,698, which is an increas e of 4.1o/o over FY 2022-23 . Property tax revenue for FY 2023-24 year-end is projected to meet the budgeted amount of $40.1 million, an increase over the prior year of $2.87 million or

7.7loA.
. Sales tax revenues through the third quartff decreased from last year's cumulative third quarter by 740/o or $2.27 million. The most recent sales tax data shows the categories of food products and business to business transactions increasing while genbral retail, construction, and transportation experienced declines. Based on the latest sales tax forecast provided by the City's sales tax consultants, Avenu Insights, sales tax is trending to end the year below budget, at $27.57 million. This would result in a decrease from the prior year's collections by $537,000 or 1.97o/o. Below is a graph showing sales tax revenue for the cuffent fiscal year (budget and year-end projection) and the past five fiscal years. 2

06/11/2024 Item No.2.
35,000$00
30,000,000
25,000,000
20,000,000
15,000,000
10,000,000
5,000,000
$25.359.293
Actual
FY19
$22.616.404
Artunl
rY20
Sales Tax
$27.900,779
$25.846.985
$28.102.379 529,257 ,969
$27,565.261
Actual
FY2I
Actunl
Flt22
Actual
FY23
Butlget
FY24
ProJection
FY24
. Transient Occupancy Tax (TOT) collections are at $872,000 through the third quarter and are projected to end the fiscal year atthe budgeted amount of $2.38 million. . Charges for services, including Community Development building and engineering fees, Parks and Recreation user fees, and ambulance fees are at $ I 1.36 million through the third quarter and are projected to end the fiscal year at $14.99 million. The Parks and Recreation charges through the third quarter were $3.68 million and a comparison to the same quarter in the prior fiscal year shows an increase of $3 I 9,000. Ambulance fee revenue through the third quarter was $3.5 million and compared to the prior fiscal year this is an increase of $53,000 or l.53Yo, mostly due to new rates adopted by the Cify Council. The projection for ambulance fees at fiscal year-end is $4.85 million. Community Development charges are at$2.3 million through the third quarter and are currently projected to end the fiscal year at $2.58 million or $635,000 over budget. Compared to the prior fiscal year this would be a decrease of $323,000 or 1 1.1%. . License and permit fees and intergovernmental revenue increased $1.36 million compared to the same quarter in the prior fiscal year and are projected to end the fiscal year at $17.28 million (including $1.46 million of ARPA funds) which would be an increase of $2.32 million compared to the budget. $1.75 million of the increase over budget is related to increased building permit revenue that is offset by increased Community Development contract expenses. $497,000 is related to state grants that were received and spent but not included in the original budget.
. Miscellaneous revenues increased $132,000 through the third quarter when compared to the same period in the prior fiscal year. This is mostly related to interest income, and roughly half is interest earned on restricted SPIF fee funds and is not available for general fund purposes.

General Fund: Department Operating Expenditures
The following table includes cumulative third quarter actual expenditure comparisons for FY 2022-23 and FY 2023-24 and an expenditure budget-to-actual comparison for FY 2023-24.

J

06/11/2024 Item No.2.

Salaries
Benefits
o&M
Capital Outlay
Debt Service
FY 22-23 Actual
M.2r,31,2023
$ 32,285,s1s
20,825,847
21,907,532
2,90r,874
349,393
FY 23-24 Actual
llar.3lo2024
$ 34,307,9r7
2t,948,869
22,39t,888
2,s46,652
130,347
FY23-24
Budget
$ 47,7s8,143
30,681,059
28,041,033
3923,136
348,63r
FY23-24
Projected
$ 45,993,067
29,484,246
33,s13,233
4,523,548
348,631
Over/Under
Budget
$ (r,765,076)
( 1,196,8 13)
5,472,201
600,412
%o of
Budget

96.3%

96.1%
1t9.s%
1153%
100.0%
78 6r $ 8r 25 t3 752t1 il 725 724 11
Overall, cumulative third quarter General Fund expenditures increased,3.90%o compared to the third quarter of the prior year and are coming in at 73.43Yo percent of the budget through the third quarter of FY 2023-24. Based on activity during the first three quarters ofthe year, the projection for the end ofthe fiscal year is for expenditures to be at $1 13.86 million, which would be $3.1 1 million or 2.81o/o over budget. The projected increase in expenditures is primarily due to increases in services and supplies such as utility costs, supply costs, emergency repair or replacement of equipment, and increased contracted service costs in Community Development covered by additional revenue.

The table below shows a comparison for FY 2022-23 and FY 2023-24 for each General Fund Department.

General Government
Police
Fire
Community Development
Parks & Recreation
Library
Public Works
Non-Departmental
Total tures 78 61 $8r
FY22-23 Actual
M:ar.31,2023
$ 7,001,571
79,614,491
19,895,641
6,390,581
12,472,943
7,433,699
6,204,518
5,256,727
FY 23-24 Actual
Mar.31,2024
$ 7,573,103
20,643,255
20,483,293
6,344,09s
t3,920,366
1,540,252
6,284,075
4,537,234
FY23-24
Budget
70,422,797
27,467,097
28,040,510
7,158,747
18,161,793
2,127,267
g,g04,g7g
9,562,913
FY23-24
Projected
$ 1,0,214,704
27,525,833
28,310,176
9,776,944
19,227,045
2,043,529
g,66o,og2
9,104,473
Over/Under
Budget
$ (208,093)
58,737
269,666
7,619,197
1,Q59,252
(83,73e)
(t44,796)
Yo of
Budget

98.0%
100.2%
101.0%
122.6%
105.8%

96.t%

98.4%
106.3%
r02.8%
$
541 500
11 113 725 3 1l
The following is an explanation of significant variances of year-end projections as compared to the budget:
. The Parks & Recreation department, based on activity through the first three quarters of the year, is projected to end the fiscal year $ 1 .06 millio n (5 .83%) over the budgeted amount. A portion of the projected expenditures over budget are related to prior year encumbrances and funding for those previously approved purchases was resewed in assigned fund balance in the prior year. Additional amounts over budget are mostly due to increases in categories such as utility costs, printing costs, credit cards service fees, supply costs, and emergency repairs or replacement of equipment. This increase is spread across most of the Parks and Recreation divisions and is partially offset by increased program revenues mentioned in the revenue section above. In addition, about $263k of this increase is related to expenses for the approved ladder fuel grant and will be reimbursed. . The Community Development department is projected to end the fiscal year $1.62 million (22.6%) over the budgeted amount, which is due to increases in contracted service costs that are paid for by increased revenues in the Charges for Services and Licenses and Permits categories with the Community Development department.

Overall, General Fund departments' expenditures are trending at budget (in line with the 75o/o expectation) at this point in the fiscal year.
4

06/11/2024 Item No.2.

Enterprise Funds:

Water Fund
The Water Fund is reported on a combined basis and includes the following funds: Water Impact, Water Operating, Water Capital and Water Meters.

The table below includes cumulative second quarter actual revenue and expense comparisons for FY 2022-23 and FY 2023-24 and a budget to actual comparison for FY 2023-24 for the Water Operating Fund.

The Water Fund is projected to end the year with program revenues of $19.99 million. Total operating expenses, including transfers out are projected to end the year at[lT .20 million, or 91.32o/o ofbudget. This reduction from budgeted amounts is mostly due to savings due to less expenditures in contractual services than anticipated. Total expenditures for capital projects are estimated to be $3.85 million at year-end. The fund will end the year with projected working capital of $23.66 million.

Wastewater Fund
The Wastewater Fund is reported on a combined basis and includes the Wastewater and Wastewater Capital Funds FY 22-23 Actual
Mar.31,2023
FY23-24 Actual
i&{.ar.31,2024
FY23-24
Budget
FY23-24
Projected
Over/Under
Budget
o/o of
Budget
ProgramRevenues $ 13,143,310 $ 14,227,098 $ 19,278,300 $ 19,988,300 $ 710,000 103.7% Salmies
Benefits
Operating Expenses
Tiansfers Out
Debt Service
2,462,160
| ,7 57 ,820
4,783,468
677,211
8,792
2,590,600
r,926,952
4,589,143
t07,5rl
8,888
3,7 85,497
2,588,958
g,2g6,009
1,332,209
1,842,428
3,67 4,gog
2,667,306
7,851,009
r,r64,209
1,842,428
(110,588)
78,348
(1,435,000)
(168,000)

97.1%
t03.0%

84.s%

87.4%
100.0%

91.32%$ 9,689,451 $ 9,713,094
$ 1,142,653
$ 18,835,101
$ 16,146,174
$ 17,199,861 $ (1,635,240)
$ (12,3oo,ooo)Capital Expenses g 2,630,113 $ 3,846,174 23.82% World I
FY22-23 Actual
M.ar.31,2023
FY23-24 Actual
l|lar.31,2024
FY23-24
Budget
FY23-24
Projected
Over/Under
Budget
oh of
Budget
ProgramRevenues S 9,480,429 $ 10,069,640 $ 11,963,700 $ 13,058,100 $ 1'094,400 109.15% Salaries
Benefits
Operating Expenses
Tiansfers Out
1,309,166
995,714
1,036,999
543,476
1,384,123
I ,007,1 9 8
1,r42,123
530,816
1,979,357
1,435,294
2,251,372
7 43,616
2,140,000
7,515,839
1,931,372
7 43,616
160,649
140,545
(420,000)
108.12%
r09.79%
8134%
100.00%
bt Service
$
$
3,994,355 s 4,064,260
$ s,s79,2rs
$ 6,409,633
$ 21,456,916
$ 6,290,827
$ 10,956,916
$ (1 18,806) 98.rs%
$ (10,500,000) 51.06%
8 Capital Expenses 1,831 ,396
l6 l7 773
5

06/11/2024 Item No.2.

The Wastewater Fund is projected to end the year with program revenues of $13.06 million. Total operating expenses, including transfers out, are projected to end the year at$6.29 million, or 98.l5Yo of budget. This reduction from budgeted amounts is mostly due to less expenses in supplies and contracts than anticipated. Total expenditures for capital projects are estimated to be $10.96 million at year-end. The fund will end the year with projected working capital of $17.58 million.

Solid Waste Fund
The Solid Waste Fund is reported on a combined basis and includes the Solid Waste Operating, Solid Waste Capital, and Solid Waste Plan Area Capital.

BY22-23 Actual
llar.31,2023
FY 23-24 Actual
Mar.31,2024
FY23-24
Budget
FY23-24
Projected
Over/Under
Budget
o/o oI
Budget
ProgramRevenues S 19,135,932 $ 22,325,665 $ 25,973,000 $ 27,578,000 $ 1,605,000 106.2% Salaries
Benefits
Operating Expenses
Tlansfers Out
Debt Service
2,941,451
2,327,586
6,680,799
1,228,850
3,205,379
2,46Q,154
6,311,922
1,215,072
4,731,816
3,512,590
g,lQ2,l83
1,663,916
4,565,517
3,578,088
9,064,283
7,663,916
(1 66,35e)
65,508
(638,500)

96.5%
101.9%

93.4%
100.0%

0.0%

96.2%$ 13,178,686
$ 801 ,803
$ 13,192,527
$ 6,301,404
$ 19,61 1,155
$ 9,760,616
$ 18,871,804
$ 9,760,616
$
$
(73e,3sr)
Capital Expenses 100.0%
1 103 8 t4
The Solid Waste Fund is projected to end the year with program revenues of $27.58 million. Total operating expenses, includingtransfersout,areprojectedtoendtheyearat$18.87million, or96.2o/oofbudget.Thisreductionfrombudgeted amounts is mostly due to vacant positions for part of the fiscal year. Total expenditures for capital outlay costs are estimated to be $9.76 million at year-end. The fund will end the year with projected working capital of $14.05 million.

Other F unds
City Housing Fund
The City Housing Fund as of March 3I,2024 had a cash balance of $16,494,396.

Risk Management Internal Service Fund
The Risk Management Fund capfures the activity associated with employee and retiree health, dental and vision insurance, workers' compensation, and liability insurance expense.

As of March 31,2024, the City has paid $5.74 million for health, vision, and dental insurance for active employees and $3.42 million for retired employees and $2.07 million for workers' compensation. Liability insurance payments were $4.34 million. The total expenditures for FY 2023-24 are projected at $21.01 million, which is an increase from the prior fiscal year of $ 1 .21 million, which is mostly seen in health insurance and liability insurance costs.

The projected ending unrestricted net position is S4.04 million, a $650,000 decrease from FY 2022-23. 6

06/11/2024 Item No.2.

Lighting and Landscape Funds
There are 30 Lighting and Landscape (L&L) Districts in the City of Folsom. Each District has its own budget and maintenance requirements to maintain various types of assets ranging from shrub beds, mini parks, walls, fences, monument signs, streetlights, bollards, landscape lighting, inigation systems, artwork, a waterfall, walkways/trails, open space, trees, and electrical services.

Below is a summary list of the main projects or activities that occurred in our L&L Districts during Jantary, February andMarch2024:

District Proiect Date Cost
Briqqs Ranch f :-gr ;11:gr R e p I ac e tttl' tr t s 3l5llo34 s r t.036.44 Blue Ravine Onks Sountlu'all Rcpair .ll35r'3O2.1 st9.$$9.01 American River
Canvon North Fr,'rrce Rcplaccmcnts -1,'li2O?.1 sfo.671.20 Folsom Heiehts Ladclcr Fuel Rcnrovnl l/rii2024 s44..l8tt.ol Steeplechase Trcc Rl'rnovals 3t27i2{t21 s5,750.00
Other activities that have taken place in the L&L's this quarter include:
o Multiple tree removals and replacements due to storm damage. o Over 115 streetlight repairs, including several pole replacements. . Appointed new committee member to the Landscaping and Lighting District Advisory Committee (Lake Natoma Shores, Mary Johnson).

Plan Area Impact Fees
Total Plan Area Impact Fees received through the third quarter of FY 2024-25 were S14.53 million. Expenditures during the third quarler totaled approximately $10.27 million in all Plan Area Impact Fee funds. Expenditures were for Fire Station 34 construction, Prospector Park construction, reimbursement for the Russell Ranch Bike Trail, and purchase of three Solid Waste Collection Vehicles.
7

06/11/2024 Item No.2.

APPENDIXA
City of Folsom, California
Combined General Fund
Revenue and Expense Statement
Quarter Ended Mar ch 3 l, 2024
REVENUES:

Tdesl
Properfy
Sales And Use
Trusient Occupmcy
Real Property Tmsfer
Fmnchise Fees
other
Licenses And Pemits
Intergovem€ntal
Charges For Crent Sewices
Fines And Forfeitures
Interest
Miscellueous
Opemting Ttrsfers In

TOTAL REVENUES
EXPENDITI]RES:

Cudent OpeBting:

Ceneral Covgment
Public Safety
Public Wa,s and Facilities
Community Services
Culture dd Recreatiofl
Non-Depdtmenhl
Operatitrg TrdsfeN Out
TOTAL EXPEI\DTTTJRXS

APPROPRIATION OF FUND BALANCE
FIjI\ID BALAI\CE, JULY 1

FUNDBALANCE
FY 2023
As of
313112023
FY 2024 FY24 Forecst
As of

VARIANCE
Forecast vs Budget

VARIANCE
$ 18,441,933
16,238,77s
t,t86,429
641,s65
3,224
s92,313
3,098,550
5,543,t11
1,36t,215
53,773
693,484
632,364
3,825,369
62,312,172
7,001,s'12
39,5t0,132
6,204,s18
6,390,581
t3,906,632
s,256,727
'78,210,16t
(ts ,9s7 ,989)
26,9t9,048
10,961,059
(222,34e)
(2,322,821\
$ 8,415,889
20,102,962
13,965,t31
871,150
348,891
2,828
410,442
4,093,4s8
s,909,039
11,361,7t2
13t,325
1,090,051
765,011
37,224,284
28,102,378
2,496,36s
t,02't,t25
831,235
|,236,529
3,944,073
12,665,805
15,423,489
134,15t
894,693
t,242,5s9
40,094,946
29,25'1,969
2,375,000
900,000
81?,000
1,187,500
3,293,325
1r,665,704
t2,438,834
106,000
250,000
881,000
1,484,724
110,752,002
40,094,946
27,s6s,261
2,375,000
697,782
817,000
1,187,500
s,108,325
12,169,204
14,98s,629
186,000
't68,651
1,066,000
(1,692,708)
(202,218\
(19,991,984)
(ts,292,832)
(1,503,250)
(551,109)
(814,112)
(777,0s8)
800,133
(5,756,66s)
0,0'r7,t22)
25,325
840,051
(115,929)
2,849,694
t4,381,059
2,520,803
814,652
4,834,442
3,925,679
w2023
lll
9,558,1 04
5 1,880,00r
8,308,059
9,175,090
2t,003,260
7,s88,332
FY 2024
BUDGET
Acutal Budset
1,815,000
503,500
2,546,195
80,000
518,651
185,000
100%
94%
t00%
'18%
t00%
t00%
ls5%
t04%
120%
175%
307%
t2t%
t00%
50%
48%
37%
39%
0%
3s%
t24%
5r%
9t%
124%
436%
87%
57%
5't%
$ $ 7,573,103
4t,t26,s48
6,284,07s
6,344,095
15,460,618
4,s37,234
$ $ 10,422,797
55,507,607
8,804,878
7,158,747
20,295,060
8,462,913
t0,214,703
55,836,009
8,660,082
8,776,944
21,270,s't3
9,004,413
(208,094)
328,403
(144,796)
1,618,197
975,5t3
541,500
$
103.39%
98%
L0l%
98%
123%
105%
t06%
100%
102.8%
'73%
74%
7l%
89%
76%
s4%
0%
(18,005,768) 3,845,309
(t,3s6,572\ (r,501;164)
100,000
tt0,1s2,002
30,7p4,35'l
30,164,357
t,356,5'72
73%
643,296
(t,3s6,s72)NONSPENDASLE I'UND BALANCE

RESTRJCTED FTJN'D BALANCE

COMMITTED FTJND BALANCE
ASSIGNED FI]ND BALANCE
TINRESTRICTED FT'ND BALAIICE $ 12,120,930
8

06/11/2024 Item No.2.

APPENDIX B
City of Fotsom, California
Expenditure Surnmary - General Fund Depar0nrents
Quarter Ended March 31,2024
Fr 2023
As of
3/31/2023
FY 2024
As of
313t/2024
Fv 2023
ACTUAL
FY 2024
BUDGET
FY24 Forecast
, Asof
3/3112024

VARIANCE
Forecast vs Budget

VARIANCE
Actual vs. Budeet
$ $
E)AENDITURES:

City Comcil
City Mmager
. City Clerk
Office of Mgnt & Budget
CityAttomey
Hmm Resources
Police
Fire
Community Development
Parks & Recreation
Library
Public Works
Oths
Non Depatmmtal
Openting Trmsfen Out
TOTAL E)PENDTTIJRES:
s$$$ 81,241
880,002
532,883
4,077,234
963,474
466,738
19,674,491
t9,895,641
6,390,581
12,472,943
1,433,689
6,204,5t8
87,678
935,004
471,303
4,555,890
907,18s
616,044
20,643,255
20,483293
6,344,095
13,920,366
1,540,252
6,284,075
1 18,s39
t,207,940
694,280
5,556,t87
1,307,443
673,7t4
26,259,847
2s,620,t54
9,175,090
18,810A97
2,192,763
8,308,069
7,588,332
117,437
r,256,732
681,049
6,246,759
1,234,309
886,51 1
27,467,097
28,040,510
1,158,747
t8,167,793
2,127,267
8,804,878
8,462,913
100,000
117,748
1,268,370
649,088
6,108,456
1,240,577
830,464
27,525,833
28,310,176
8,776,944
19227,04s
2,043,528
8,660,082
9,O04,413
100,000
100.26% $
100j3%

95.31o/o

97.79o/o
100.s1%

93.68%
10021%
100.96%
122.60%
tol.83%

96.06%

98.76yo
(ze,7se)
(321,728)
(20e,746)
(1,690,85e)
(327,124)
(270,467)
(6,823,841)
(7,557,zri)
(814,652)
(4247,427)
(587,01 5)
(2,520,803)
$ 311
I 1,638
(3 1,961)
(138,303)
6,268
(s6,047)
58,737
269,666
1,6t8,t97
1,0s9,2s2
(83,73e)
(144,7e6)
%
106.400/"
100.00%
75%
74%
69%
73%
73%
69%
7s%
73%
89o/o
77%
72%
Ttyo
%
s4%
0%
5,256,727 4,537,234 541,500 (3,92s,679)
(100,000)
$ 78,270,161 S 81,325,673 $ 107,512,8s5 $ 110,752,002 $ 113,862,725 $ 3,110,724 102.81% I (29,426,329) 73o/o 9

06/11/2024 Item No.2.

APPENDIX C
City of Folsom, California
Housing Fund
Revenue and Expense Statement
Quarter Ended March 31,2024
REVENUES:

Taxes
Itrtergovemental
Chuges for Cunent Seruices
Impact Fee Revenue
Interest Revenue
Other Revenue
Openting Trrufers In

TOTAL REVENUES
E)<PENDITURES:

Salary & Benefits
Seruices & Supplies
Contracts
lnsumce
Other Operating Expenses
Capital outlay
Extroadinary Loss on Dissolution of RDAs
Opemting Transfers Out

TOTAL EXPENDITURSS

APPROPRIATION OF FUND BALANCE
FUND BALANCE, JULY 1
rUND BALANCE

NONSPENDABLE FUND BALANCE

RESTRICTED FUND BALANCE
COMMITTED ['UND BALANCE

ASSIGNED FUND BALAIICE

UNRESTRICTED FUND BALANCE (DEFICIT)
FY 2024
BUDGET
FY24 Forecast
As of
3/3U2024
FY 2024
As of
3/3u2024
VARL{NCE VARIANCE
$
14,378
4,397,883
26'7,7s6
349,53'7
1,000
$ 46,3s3,420
Q9,'l lo;7 rs)
Fv 2023
t4,730
4,176,929
385,2'76
(129,762)
75,909
12,s09
$
5?5,000
40,300
I l,l 02
626,402
439,703
42,032,26'7
$ 42,41t,9"10
(42,4'71,9',70)
20,000
5,800,000
300,000
496,105
575,000
4,000
6,026,003
$ 48,058,270
(48,0s8,270)
5,500,000
50,000
(36,300)
(5,622)
4,097,883
17,756
(496,r05)
225,463
39,300
7'15
vs
$
$
$ $
20,000
300,000
250,000
496,105
73 1,066,105
100%
1933%
120%
l00o/o
1466%
107%
0v.
439%
6t%
75%
s7%
62t
$ $
l1
100%
l0%
100%
94o/o
4,321,ts3 4,243,226
37 $ 42,032,267
(30,5'14,82r)
705 $ $-
10

06/11/2024 Item No.2.

APPENDIX D
City of Folsom, California
Lighting and Landscaping Districts
Revenue and Expenditure Statement
Quarter Ended March 3 l, 2024
Revenues:

Special Assessment
Interest
Other Revenue
Expenditures:

Communications
utilities
Contracts
Maintenance
Supplies
Tramfers Out
Briggs
Los Cerros Ranch
22,673
3,703
Fund 204 Fund 205 Fund 207 Fund 208 Fund 209 Fund 210 Fund 212 Fund 213 Fund 214 Fund215 Fund 231 Fund 232 Fund 234 Natoma
Station
46,425 90,909
Folsom
Ifeiohfs
Broadstone
Unit 3 Broadstone
Prairie
Oaks #2
Sierra
Estates
6,t46
551
1,072
t,963
10,720
131
Natoma
Vallev
Cobble
Ridse
Hannaford Lake Natoma Cobble Hills
Cross Shores Reflect
9,8s7
4,623
24,885
15,656
I 1,400
sl,699
t,271
s0,641
25,557
81,982
6 7,539
1,034
1,328
351
18,34s
755
54(l
1,401
5r'7
9,237
586
216,'728
4,s98
)1n
t28,718
42,287
3,756
10,530
383
3,968
3,937
11,997
12,898
2,724
3,482
3,250
13,099
24,767
10,149
'7,968
23,241
169,s93
7,114
517
291,901
902
38,997
7,903
2,716
6,682
35,558
962
7,840
3,808
1,3t9
1,878
5,292
231
1 1,595
1,378
TotalRevenue $ 26,376 S 46,425 $ 90,909 g 12,973 $ 19,640 g 221,596 $ 10,530 $ 15,622 $ 24,767 9176,707 g 6,697 $ 46'900 $ 11'648 909 r.742 4,06r 368 1,069
TotatExpenditures S 40,274 $ 80,49'1 $ 163,s12 $ 10,2s8 $ 11,741 $ 174,761 $ 20,28s $ 20,199 $ 42,427 9293,320 $ 13,826 $ 45,918 $ 8,720 11

06/11/2024 Item No.2.

APPEIIDIXD
City of Folsom, California
Lighting and Landscaping Districts
Revenue and Expendihre Statement
Quarter Ended March 3 l, 2024
Revenues:

Special Assessment
Interest
Other Revenue
Expenditures:

Communications
Utilities
Contracts
Maintenance
Supplies
Transfers Out
Fund 236 Fund 237 Fund 249 Fund 250 Fund 251
Praire Oaks Willow Creek Blue Ravine Willow Am River Willow East Oaks Steeplechase CreekSo. CanvonNo. SpringsPrnnh Silwcrhrnnlr tr'und252 Fund253 Fund260 Fund262 Fund265 Fund267 Fund270 Willow Broadstone 3 ARC No.2
Snrss CFD#ll CFD #12 CFD #13
ARC
No.2
TotalRevenue$110,259$13,94'1$33,663S11,098$15,092$105,216$58,12858,342$31,050$371,334$66,664$10,614 109,989
270
57,700
45,718
n393
A 758
I 1,388
2,s59
636
t,963
4,080
227
33,663
16,s90
5t7
4,99s
849
6,715
4,383
6 10,415
5l'l
<))
486
t3,741
1,351
89,7'18
15,438
56,354
s,086
74,854
58,1 l5
t3
43,782
517
r29,922
8,015
327
4,750
517
2,435
247
23,858
7,192
322,290
40,702
8-342
67,205
51,76s
292,6s8
66,323
341
18,395
20,060
61,305
4,907
5,707
4,511
4,119
8,940
13,913
t0,217
1 10,630
2s8
517
t,'7'18
523 1 R99 ),516 2.586 12,089 t,659 285
TotalExpenditures$ 135,569 $ 6,906 $ 22,gsl $ 11,946 $ 18,093 $140,193 $176,797 97,949 $ 13'1,346 $ 423,71'l $101,419 $ 2,838 12

06/11/2024 Item No.2.

APPENDX D
City of Folsom, California
Lighting and Landscaping Districts
Revenue and Expenditure Statement
Quarter Ended March 3 l, 2024
Revenues:

Special Assessment
Interest
Other Revenue
Expenditures:

Commurications
Utilities
Contacts
Maintenance
Supplies
Transfers Out
Fund 271 Fund 275 Fund 278 Fund 281 Fund 282 Fund 283 Fund 284 Fund 285 Fund 288 Fund 289 Fund 291 Fund 293 Residences
ATARC
ARC
North #3
Blue Ravine
Oaks No.2
FoIsom
IIts #2
Broadstone Islands
#4 CFD#16
Willow Creek
Estetes #2
Prospect Maint Dist Maint Dist Maint Dist Maint Dist
Ridse CFD#18 CFD#19 CFD#23A1 CFD#23 IA3
15,6s9
1,283
3,318
4,tt4
8,952
138,187
34,201
6 7,54t
12,618
66,830
4,421
4,t6s
21,752
645
34,315
8,413
11 ).17
4,418
99,773
53,418
6,3s4
214,204
19,026
7,999
10,s96
56,662
44,761
2,t69

2.293
tl,447
37,038
22,199
t,075
1,356
5,019
9,940
t14,587
73,820
2'74,t9s
7,382
689
1 8,862

1.064
s6,044 2t,66r 6,724 5,625
TOTAL
1,734,767
27t,189

42.635
1,289
669,453
394,012
2,094,753
70,347
$ 3,229,854
TotalRevenue S 16,942 $172,388 $ 4,421 g 75,941 $ 53,418 $ 19,026 $ 46,930 $ 23,274 $ 56,044 g 21,661 I 6,724 $ 5,625 $2'048'591 455 3,00s 1,1t2 4,872 1,977 482 8,609
2,303
7,646
6,094
198
TotialExpenditures$ 16,839$84,000$ 26,562$105,303$225,430$77,234 $ 50,778$16,'19794'll,2ll 827,997$ 16'241 $ 13

06/11/2024 Item No.2.

APPENDIXE
City of Folsom, California
Combined Water Funds*
Revenue and Expense Statement
Quarter Ended March 37, 2024
OPERATING REVENUES:

Chargc For Seruices

TOTAL OPERATING REVENUES
OPERATING EXPENSES:

Salaries
Benefits
Utilities
supples
Maintenance ald OpeBtiotr
Contractual Setrices
DeFeciation
Other Operating Expe6es

TOTAL OPERATING EXPENSES

OPERATINGINCOME
NONOPERATINC REVENUE (EXPENSES)|
lmpact Fees
Other
Investment Income
lDtergovemental
Proce€ds ofFimncing
Debr Senice Expeme
Other Reimbursements
Capital Outlay - Prcjects
lotll- xolopnnnrrtc REVENUE
(EXPENSE)

INCOME (LOSS) BEFORE CAPITAL

CONTRIBUTIONS AND TRANSFERS
CIIANGE IN I\IET ASSETS
NETASStrTS, JULY 1

NETASSETS

RESTRICTED NET ASSETS
CAPITAL CONTRIBUTIONS AND TRANSFERS:

Trarofes In
TrufeN Out

TOTAL CAPITAL CONTRIBUTIONS

ANI' TRANSFERS
(8,888) (437,148)
15,55'1 20'7,763
s,154,964 7,982,119
126,12'1,531 t2o,9i2:56'1
w 2023
As of
3t31t2023
13,143,310
13,143,310
2,462,160
l,'15'1,820
636,546
1,023,159
743,941
r,606;109
3,487,170
7'12,513
12,490,618
652,692
298,196
99,472
486,152
6,'156
(8,792\
(2,630,|3\
(tJ48,329)
_l!J9t!12_
-@J,?JJL
(671,2lI'l
(1,772,848)
I 12,989,848
I I 1,217,000
Q,1'51,992\
_!_L999199!_
FY 2024
As of
FY24 Forecast
As of
2,580,600
1,826,952
586,178
9'13,286
705,659
t,407,545
FY 2023
3,302,101
2,692,580
985,211
1,401,651
822,075
2,0'79,114
4,791,0',15
353,900
5,605,84'l
654,734
15,256
FY 2OU
BUDGET
19,278,300
19,278,300
3,785,491
2,588,958
912,500
1,703,100
1,,102,430
3,949,96s
1,618,014
ts,660,464
3,6t7,836
252,510
14,616,908
365,000
(r,842,428)
(16,146,t74\
Q,7s4,t84\
863,652
468,551
(1,332,209)
(863,6s2)
r20,9'12,561
120,9'12,561
_!__lrJlif!:_
3,6'14,909
2,667,306
912,500
1,603,100
t,051,430
2,959,965
677,510
5;168,866
1,185,000
468,557
7,042,198
t28,014,'165
(110,588)
78,348
(r00,000)
(4s,000)
(990,000)
425,000
(8,848,042)
820,000
(1,204,897\
('762,006)
(3,493,924)
39t,t68
104%
t04%
97%
t03%
100yo
94%
96%
15%
(326,322)
(129,814)
(396,'71t)
(2,s42,420)
74%
741/o
68%
'n%
64%
5'7%
64%
36%
57%
57%
255%
l%
u5%
91 8t%
9t%
I00o/o
100%
u%
-7t%
643,678
169,855
894,5U
(r4,44',1,054'
529,s24
87r/.
1,833,540 0%
'1%
-20%
(393,000) l60/o
53%

T'NRESTRICTED NET ASSETS
* lrcludes the folloving fiuds: Water Impact Fee, Water Opgrating, Water Capital and Water Meters Prior )€il itrcludes prior period adjutrnent for GASB 68 14

06/11/2024 Item No.2.

APPENDIXF
City of Folsom, California
Combined Wastewater Funds*
Revenue and Expense Statement
Quarter Ended March 3 7, 2024
OPERATING REVENUES:

Charg€s For Seryices
Prison Seruices
TOTAL OPERATING R.EVENUES
OPERATING EXPENSES:

Salaries
Benefits
Utilitie$
Supplies
Maintenance and Operation
Contractual SeNioes
Depreoiation
Other Operating Expenses

TOTAL OPERATING EXPENSES
oPERATTNG TNCOME (LOSS)
NONOPERATING REVENUE (EXPENSES)r
Impact Fees
Investment Income
Other
Debt Setrice
Capital Outlay - Prcjects
TOTAL NONOPERATING RE}'ENUE
(EXPENSE)
INCOME (LOSS) Bf,FOR.E CAPITAL

CONTRIBUTIONS AND TRANSFERS
CIIANGf, IN NET ASSETS
NET ASSETS, JULY 1
FY 2023
As of
1t31D023
w 2024
As of FY 2023
10,024,840 1t,631,6'7'19,430,029

50.400
9,480,429
1,308,166
995,'714
69,0'77
262,858
177,240
24t,636
|,693,353
286,18'7
5,034,232
4,446,t9'l
164,0s2
432,086
10,897
(1,837,396)
(1,230,360)
3,2t5,837
(s43,476\
(543,476\
2,672,36t
70,888,708
73,561,068
(2,850.819)
_s_J!r989-
t,384,123
1,007,198
6t,2'19
228,532
210,790
328,308
54,r37
'163,10s
52,01 8
l,'738,619
1,495,264
109,9s6
336,500
228,565
331,313
2,279,803
2t9,485
426,409
3,499,935
(48i5)
160,649
140,545
(150,000)
20,000
(265,000)
(20,000)
'797,000
(14,020,98',1)
(ses,228)
(428,096)
(33,72t)
(306,980)
(87,400)
(509,886)
(r,s00,787)
(18,140,802)
FY 2024
BUDGET
FY24 Forecast
2,140,000
I,5'75,839
95,000
385,512
3 1 8,190
573,194
59,950
1,012,000
4,171,832
1,054,139
80,337;192
1 1,896,500
6't,200
t1,963,700
1,979,351
1,435,294
95,000
535,512
298,t90
838,194
484,476
5,666,017
6,297,683
'19,950
215,000
18,192,819
(21,456,9r6\
(2,969,14't\
3,328,536
(743,616)
(743,616)
2,584,920
79,283,653
81,868,573
(3t2,152\
$ 81,556,421
12,996,s00 1,100,000
100
t09%
92%
(1,871,660)
t09%
84%
6'1%
84%
t08%
n0%
t00%
72%
107%
68%
95V.
98o/o
lt9v4
5t%
192%
'10%
70o/o
6s%
43%
'1 to/o
39%
65%
620/0
249%
26%
159%
75%
471%
23yo

67.'7%
355%
o%
(25,813)
548,r05
CAPITAL CONTRIBUTIONS AND TRANSFERS:

Tonsfers In
Tmnsfes Out

TOTAL CAPITAL CONTRIBUTIONS

AND TRANSTERS
101,100
1,295,423 8,394,945
80,579,076 79,283,653
o%

NET ASSETS

RESTRICTED NET ASSETS
UNRf, STRICTED NET ASSETS
* Includes the following funds: Sewer Opemting and Sewer Capital Prior year includes prior period adjustment for GASB 68 15

06/11/2024 Item No.2.

APPENDIX G
City of Folsomo California
Combined Solid Waste Funds*
Revenue and Expense Statement
Quarter Ended March 3 l, 2024
OPERATING REVENUES:

Charg€s For Seryices

TOTAL OPERATING REVENUES
OPERATING EXPENSES:

Salaries
Benefits
Uriliries
Supplies
Maintenance ud OpeEtion
Contractual Seryices
Depr@iation
Other Opgrating Expenses

TOTAL OPERATING EXPENSES

OPERATING INCOME (LOSS)
NONOPERATING REVENUE (EXPENSE)!
knpact Fees
Itrveshnent Income
Inlergovemmental Revenues
Other
Debt Sgtric€-Expense
Capital Outlay

TOTAL NONOPERATING REVENUE
(ExrENSE)

TNCOME (LOSS) BEFORE CAPITAL

CONTRIBUTIONS AND TRANSFERS
CAPITAL CONTRIBUTIONS AND TRANSFERS:

Tmsfers In
TENfes Out

TOTAL CAPITAL CONTRIBUIIONS

AND TRANSFERS
CIIANGE.IN NET ASSETS
NET ASSETS, JIJLY 1
NET ASSf,TS

RESTRICTED NET ASSETS
UNR.ESTRICTED NET ASSETS
FY 2023
As of
3t3v2023
t9.r35,932
19,135,932
2,94t,45t
2,327,586
33,644
t,600,079
960,815
3,529,229
654,8 l5
557,033
288,145
27t,6t8
40,4'14
226,881
FY 2024
As of
3,205,379
2,460,154
35,45'7
974,403
1,000,005
3,69t,246
433,809
536,306
FY 2023
3,912,198
3,358,053
46,542
t,924,59t
1,284,290
5,26',1427
t,o3't,047
FY 2024
BUDGET
25,s13,006
25,9'13,000
4,731,876
3,512,580
48,500
2,008,868
944,533
5,766,084
934;798
FY24 Forecast
As of
4,565,5t7
3,578,088
48,500
't,620,368
1,344,533
5,266,084
586,066
695,300
35,415
516,04'7
'178,408
7,820,607

VARIANCE
(166,3s9)
65,508
(388,s00)
400,000
(500,000)
vs
60,000
557,300
(85,000)
(10,480,743)
(r,s2649'7)
(r,0s2,426)
(13,043)
(1,034,465)
5s,4'72
(2,074,838)
(627,196)
(92,25't')
398,306
o20,41s)
(ro,6t'7,436)
84%
96%
1060/o
106%
96%
1020/.
t00%
8r%
142%
9r%
0%
860/o
860/o
68%
'10%
73%
49o/o
1060/o
64o/o
6s%
6't%
82o/o
389%
0%
3%
65%
-245%
4,181,203 6,038,531
t1,223,401 7,042,199
526,066
138,000
t20,415
t0,996,790
10,046,4t6
(1,663,9r6)
(1,663.916)
8,382,500
'7,042,199
15,424,699
(2,899;lt'l)
-L-J2'tZe-
573,568
242,789
t21,546
3 I 1,488
Q,367)
3',t9,354
6,556,596
(1,228,850)
(1,228.850)
5,327,146
1,003,668
6,33rA14
(7,136,102\
_.$_lg9gggr
* lncludes the following funds: Solid Waste Operating Solid Waste Capital, and Solid Waste Plan Area Capital Prior yec iucludes prior period adjustrnetrt for GASB 68 -27t%
16

06/11/2024 Item No.2.

This page is intentionaUa Ieft blqnk
to fo.cilitate double - side d printing
qnd minimize paper ttse.

CITY OF

DISTINCTIVE BY NATURE
FOLSON{

06/11/2024 Item No.2.

File 034-21 24-001
Folsom City Council Minutes
May 28,2024
Gity Gouncil Regular Meeting

MINUTES
Tuesday, May 28, 2024 6:30 PM

CALL TO ORDER
The regular City Council meeting was called to order at 6:30 pm with Mayor Mike Kozlowski presiding ROLL CALL:

Councilmembers Present Anna Rohrbough, Councilmember
Sarah Aquino, Vice Mayor
YK Chalamcherla, Councilmember
Rosario Rodriguez, Councilmember
Mike Kozlowski, Mayor
Councilmembers Absent: None

PLEDGE OF ALLEGIANCE
The pledge of allegiance was recited
BUSINESS FROM THE FLOOR:

The following speakers addressed the City Council

1. Sherri Richter

2. Walter Little

3. JudiAlexander

4. Michael Harris

5. Janet Kurtz-Puga

AGENDA UPDATE
City Attorney Steve Wang advised that there was additional information for item 6.

SCHEDULED PRESENTATIONS:

1. City of Folsom Resolution of Commendation Celebrating 25 Years of Folsom City Zoo Sanctuary Volunteer Service by Docent Sue Spielman
Mayor Kozlowski presented the proclamation
Droft-Not Officiol tJntil Approved by the City Council Poge 7

06/11/2024 Item No.3.

File 034-21 24-001
Folsom City Council Minutes
May 28,2024

2. Presentation by the Sacramento-Yolo Mosquito and Vector Control District District Public lnformation Officer Luz Maria Robles made a presentation. Board Member Craig Burnett provided additional information.

3. Presentation of the Gity Manager's FY 2024-25 Proposed Operating and Capital Budgets for the City of Folsom, the Successor Agency, the Folsom Public Financing Authority, and the Folsom Ranch Public Financing AuthoritY
City Manager Elaine Andersen and Chief Financial Officer Stacey Tamagni made a presentation and responded to questions from the City Council. Parks and Recreation Director Kelly Gonzales, Police Chief Rick Hillman and City Clerk Christa Freemantle provided additional information in response to further questions.

The following speaker addressed the City Council:

1. Judi Alexander
GONSENT CALENDAR:

Items appearing on the Consent Calendar are considered routine and may be approved by one motion.

Councilmembers may pull an item for discussion.

4. Approval of April 23,2024 Regular Meeting Minutes

5. Approval of May 14,2024 Regular Meeting Minutes

6. pulled for discussion
7 . Ordinance No. 1345 - An Ordinance of the City Council of the City of Folsom Amending Sections

9.20.020,3.20.063, and8.32.140(AX2) of the Folsom Municipal Code Pertaining to Billing for Municipal Utility Services (Second Reading and Adoption) B. Resolution No. 1 1 201 - A Resolution Calling and Giving Notice of the Holding of a General Municipal Election to be Held on Tuesday, November 5,2024, Requesting the Board of Supervisors of the County of Sacramento Consolidate the General Municipal Election with the Statewide General Election, and Establishing Policies for Candidates' Statements g. Resolution No. 1 1 202 - A Resolution Authorizing the City Manager to Execute a Construction Agreement with Chrisp Company for the Roadside Safety Project PW2404, HSIPSL-5288(051)

10. Resolution No. 11203 - A Resolution Authorizing the City Manager to Execute a Construction Change Order with Central Valley Engineering & Asphalt, lnc. for the On-Call Concrete and nspnitt Maintenance Project (Contract No. 174-21 21-073) and Appropriation of General Fund Contingency Budget and Measure A Funds

11. Resolution No. 1120G - A Resolution Authorizing the City Manager to Execute a Lease Agreement Between the City of Folsom and Folsom Post No. 6604 Veterans of Foreign Wars of tne UniteO States, a California Nonprofit Corporation for the Lease of City Property Located at 1300 Forrest Street

12. pulled for discussion
Draft-Not Officiol Until Approved by the City Council Poge 2

06/11/2024 Item No.3.

File 034-2124-001
Folsom City Council Minutes
MaY 28,2024

13. Resolution No. 11209 - A Resolution Authorizing the City Manager to Execute a Non- Professional Services Agreement with Belfor Restoration Services for Stucco Repairs at the Folsom Public Library and Appropriation of Contingency Funds Motion by Gouncilmember Rodriguez, second by Vice Mayor Aquino, to approve item no. 4, 5,7, 8,9, 10, 11, and 13. Motion passed by the following roll-callvote:

AYES: Rohrbough, Aquino, Ghalamcherla, Rodriguez, Kozlowski NOES: None
ABSENT: None
ABSTAIN: None
CONSENT CALE NDAR ITEMS PULLED FO DISCUSSION:

6. Ordinance No. 1344 - An Ordinance of the City of Folsom Amending Sections 3.50.020,

3.S0.040 and 3.50.050 and Repealing Section 3.50.060 of the Folsom Municipal Code Pertaining to Cost Recovery of Certain City Services (Second Reading and Adoption) Councilmember Chalamcherla pulled this item for clarification, including impact to special event fee permits. Community Development Department Planning Manager Desmond Parrington responded to questions from the City Council.

Motion by Gouncilmember Chalamcherla, second by Councilmember Rohrbough to approve Ordinance No. 1344. Motion passed by the following roll-call vote:

AYES: Rohrbough, Aquino, Ghalamcherla, Rodriguez, Kozlowski NOES: None
ABSENT: None
ABSTAIN: None

12. Resolution No. 11208 - A Resolution Authorizing Staff to Submit a Grant Application to the Sacramento Metropolitan Air Quality Management District for the 2024 Sacramento Emergency Clean Air Transportation Program Funding Round for the Purchase of Five Light Duty Battery Electric Vehicles
Councilmember Rohrbough pulled this item for clarification regarding the need for additional vehicles. public Works Departmenf General Services Manager Marie McKeeth responded to questions from the City Council.

Motion by Gouncilmember Rodriguez, second by Vice Mayor Aquino to approve Resolution No. 11208. Motion passed by the following roll-callvote:

AYES: Aquino, Chalamcherla, Rodriguez, Kozlowski
NOES: Rohrbough
ABSENT: None
ABSTAIN: None
Draft-Not Officiol tJntil Approved by the City Council Poge 3

06/11/2024 Item No.3.

File 034-21 24-001
Folsom City Council Minutes
May 28,2024
PUBLIG HEARING:

14. Resolution No. 11186 - A Resolution to Adopt an Amended User Fee Schedule for Community Development Engineering and Building Services (Continued from 05/1412024) Community Development Department Associate Planner Josh Kinkade made a presentation. Chief Financial Officer Stacey Tamagni and Community Development Department Planning Manager Desmond Parrington responded to questions from the City Council.

The public hearing was opened at 9:19 p.m.

The following speaker addressed the City Council:

1. Bill Romanelli
Community Development Department Planning Manager Desmond Parrington responded to questions from the speaker.

The public hearing was closed at 9:20 p.m.

Motion by Gouncilmember Rodriguez, second by Vice Mayor Aquino, to approve Resolution No. 1 1186. Motion passed by the following roll'call vote:

AYES: Rohrbough, Aquino, Ghalamcherla, Rodriguez, Kozlowski NOES: None
ABSENT: None
ABSTAIN: None
NEW BUSINESS:

15. Resolution No. 11207 - A Resolution Submitting the Folsom Residents Public Safety and Quality of Life Measure to the Qualified Voters of the City to Add a Special Transactions and Use Tax at ' the Rate of One Percent (1%), Authorizing the Filing of Written Arguments Regarding the City's Revenue Measure, and Directing the City Attorney to Prepare an lmpartial Analysis for Said Measure
City Attorney Steven Wang made a presentation and responded to questions from the City Council.

The following speakers addressed the City Council:

1. Dennis Haglan

2. Gary Qualset

3. Dan Carson

4. Justin Raithel

5. Rich Francis

6. Robert Goss

7. Bruce Cline
Motion by Mayor Kozlowski, second by Councilmember Rodriguez, to approve Resolution No. 11207. Motion passed by the following roll-callvote:

Draft-Not Official tJntil Approved by the City Council Page 4

06/11/2024 Item No.3.

File 034-2124-001
Folsom City Council Minutes
May 28,2024
AYES:

NOES:

ABSENT:

ABSTAIN:

Rohrbough, Aquino, Chalamcherla, Rodriguez, Kozlowski
None
None
None

COUNCIL REQUESTS FOR FUTURE AGENDA ITEMS
Vice Mayor Aquino spoke about a statewide ballot measure to rescind Prop. 47.

CITY MANAGER REPORTS
City Manager Elaine Andersen spoke about the aquatic center, spray parks, concert series, the American flag on the truss bridge, the reading challenge, traffic impacts, PG&E helicopters, an open house for an update on the River District Master Plan, and thanked City Attorney Steven Wang for his military service.

COUNCIL COMMENTS
Councilmember Chalamcherla spoke regarding Memorial Day, high school graduations, and the budget.

Vice Mayor Aquino spoke regarding a vice mayor lunch, and shared a story from a former mayor.

Cguncilmember Rodriguez thanked City Attorney Steven Wang for his service to his country and spoke about the budget process.

Mayor Kozlowski congratulated the recent high school graduates, spoke about an Eagle Scout ceremony, the VFW assembly, and thanked the service members including City Attorney Steven Wang for their service to our country.

ADJOURNMENT
There being no further business to come before the City Council, the meeting was adjourned at 10:09 p.m.

SUBMITTED BY:

Christa Freemantle, City Clerk
ATTEST:

Mike Kozlowski, Mayor
Droft-Not Official lJntil Approved by the City Council Page 5

06/11/2024 Item No.3.

This page is intentionally Ieft blqnk
to facilitqt e double - side d printtng
ond minimize poper ttse.

CITY OF

OISTINCTIVE BY NATURE
FOLSON{

06/11/2024 Item No.3.
! iiriillel !'r .ii1!r
Folsom City Council
Staff ort

RECOMMENDATION / CITY COUNCIL ACTION
Staff recommends that the City Council move to adopt Resolution No. 11204 - A Resolution of the City Council Approving an Acquisition and Shortfall Agreement for Community Facilities District No. 23 Improvement Area No. 7 (Tol1 Brothers Phases 3A & 38)

BACKGROUND / ISSUE
On January 28,2014,the City Council adopted Resolution No. 9298 approving the Folsom Plan Area Specific Plan (FPASP) Public Facilities Financing Plan (PFFP). The PFFP is an $877 million plan that includes the necessary backbone infrastructure and public facility requirements, presents a comprehensive financing strategy and sets forth the estimated time horizon for the future development of the Folsom Plan Area (FPA).

The Vesting Tentative Subdivision Map for the Toll Brothers Phase 3 subdivision in the FPA was approved by the City Council on June 22,2021. The Toll Brothers Phase 3A & 3B subdivision is included in the Folsom Plan Area Specific Plan (FPASP) and is planned for 260 single family residential units in two (2) separate villages. The260 single-family residential lots consist of 218 single-family high density lots and 42 multi-family low density lots, an elementary school site, a middle school site, a future park site and various open space parcels. The Toll Brothers Phase 3 subdivision is generally located on the west side of East Bidwell Street, north of White Rock Road and adjacent to Oak Avenue Parkway in the FPASP (See below).

I
MEETING DATE: 611U2024
AGENDA SECTION: Consent Calendar
SUBJECT: Resolution No. I 1204 - A Resolution of the City Council Approving an Acquisition and Shortfall Agreement for
Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phases 3,A' & 38)
FROM: Community Development Department

06/11/2024 Item No.4.

The Toll Brothers Phase 3,\ and 38 subdivision is required to construct various on-site and off-site roadway and utility infrastructure and other public improvements necessary to serve the proposed development.

GFD.23
I
Mf,ngini
Rilch Pha* 3 ,,, i, :. rj
' l i i .il
i
it:
lA4q
FPASP
c
I
-
rir:li iil
iii
i.
-r ./
s'n
;"
On May 26,2020,the City Council adopted Resolution No. 10435, a resolution approving the formation of Community Facilities District No. 23 (CFD No. 23), providing for the levy of special taxes therein, and adopted Resolution No. 10436, a resolution deeming it necessary to incur bond indebtedness in and for the City of Folsom CFD No. 23 Improvement AreaNo.

7. Special tax revenues generated from CFD No. 23 Improvement Area No. 7 will fund a portion of or in some cases all the Toll Brothers Phase 3,A. and 38 subdivision's share of the Lackbone infrastructure and public facilities and improvements, related environmental mitigation obligations and design and engineering costs. 2 ': ' , Toll Brolhdro .
6t Fokam Rdnch
. rri l
c
o

06/11/2024 Item No.4.

Grading and construction of the infrastructure and other various public improvements necessary to serve the Toll Brothers Phase 3A & 38 subdivision commenced in the Spring of 2021. The roadway andutility infrastructure and other public improvements for the Toll Brothers Phase 3 subdivision includes the construction of portions of Oak Avenue Parkway, Mangini Parkway, ManzaritaWay, Gateway Drive, and various subdivision village infrastructure (i.e. Toll Brothers Phase 3, Village Nos. 3,A' and 38) and various landscape and inigation improvements. The Toll West Inc., a Delaware corporation (developer) intends on completing the necessary roadway and utility infrastructure and other various public improvements to serve the development of the Toll Brothers Phase 3,A' and 38 subdivision in 2024.

POLICY / RULE
Chapter 5 of the Folsom Plan Area (FPA) Public Facilities Financing Plan authorizes the formation of CFD's to finance the construction, acquisition and servicing of backbone infrastructure and other public improvements.

Section 2.5.3 of the First Amended and restated Tier 1 Development Agreement authorizes the formation of infrastructure CFD's.

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
In order for the developer to obtain reimbursement from proceeds from the sale of bonds for CFD No. 23 Improvement Area No. 7 for eligible roadway and utility infrastructure and public improvements, approval of an Acquisition and Shortfall Agreement (Agreement) by the City Council is required. It is anticipated that the first bond sale for CFD No. 23 Improvement Area No. 7 to generate bond proceeds for reimbursement will occur in the Winter/Spring of 202412025. The developer and the City are currently working together to achieve this goal.

The Agreement establishes the process required for the City to acquire the roadway and utility infrastructure and other various public improvements and the developer's responsibility for funding any construction cost shortfall. A summary of the.roadway and utility infrastructure and various public improvements and facilities to be funded by the bond proceeds and acquired by the City is shown in Exhibit A of the attached Acquisition and Shortfall Agreement (See Attachment2). The roadway and utility infrastructure and other public improvements authorizedto be acquired with CFD No. 23 Improvement AreaNo. 7 bond proceeds include roadway and transportation improvements (Oak Avenue Parkway, Mangini Parkway, ManzanitaWay, etc.), various subdivision in-tract improvements (Villages 34 and 3B), various water (potable and non-potable), sanitary sewer, and storm J Page 35
06/11/2024 Item No.4.
drainage mains, as well as landscaping and pedestrian/bike trail improvements. The Agreement requires the developer to complete the required roadway and utility infrastructure and other public improvements to the satisfaction of the City and meet specified thresholds in accordance with the Agreement prior to any reimbursement by the City.

F'INANCIAL IMPACT
There is no direct financial impact on the City of Folsom. The CFD No. 23 Improvement Area No. 7 bonded indebtedness and expenses are solely the responsibility of CFD No. 23 Improvement AreaNo 7.

ENVIRONMENTAL REVIEW
Environmental review for the public infrastructure subject to this Acquisition and Shortfall Agreement was completed in the FPASP EIR dated June 14, 2011. No substantial changes tb the public infrastructure subject to this Acquisition and Shortfall Agreement have been proposed and no new significant environmental effects or substantial increases in the severity of previously identified significant effects exist. As a result, no further environmental review is required pursuant to CEQA Guidelines section 15162.

ATTACHMENTS
l. ResolutionNo. 11204 - A Resolution of the City Council Approving an Acquisition and Shortfall Agreement for Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phases 3,A. and 38)

2. Acquisition and Shortfall Agreement
Submitted,
Pam Johns, Community Development Director
4 Page 36
06/11/2024 Item No.4.

ATTACHMENT 1
AResolution of the City Council Approving anAcquisition and Shortfall Agreement for the Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phase 3,A. & 38)

06/11/2024 Item No.4.

RESOLUTION NO. II2O4

A RESOLUTION OF'THE CITY COUNCIL APPROVING AN ACQUISITION AND SHORTFALL AGREEMENT FOR COMMUNITY FACILITIES DISTRICT NO. 23 TMPROVEMENT AREA NO. 7 (TOLL BROTHERS PHASES 34 AND 3B) WHEREAS, the City Council has adopted Resolution No. 10435 declaring its intention to establish a community facilities district and to levy a special tax to pay for certain public improvements and public services in and for such community facilities district; and WHEREAS, the City Council has adopted ResolutionNo. 10436 declaring the necessity to incur a bonded indebtedness to finance certain public improvements in and for the City of Folsom Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phases 3,{ & 3B); and
WHEREAS, Staff has prepared the attached Acquisition and Shortfall Agreement for the proposed eligible public improvements of Community Facilities DistrictNo. 23 Improvement Area No. 7 (Toll Brothers Phases 3,A. & 3B),
NOW, THEREF'ORE, BE IT RESOLVED that the Acquisition and Shortfall Agreement for Community Facilities District No. 23 Improvement Area No. 7 (Toll Brothers Phases 3A & 38) is hereby approved, and the City Manager is authorized to execute said Agreement in a form approved by the City Attorney.

PASSED AND ADOPTED this 1lth day of June 2024, by the following roll-call vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmember(s)
Councilmember(s)
Councilmember(s)
Councilmember(s)
Michael D. Kozlowski, MAYOR
ATTEST:

Christa Freemantle, CITY CLERK
Resolution No. I1204
Page I of 1 Page 38
06/11/2024 Item No.4.

ATTACHMENT 2
Acquisition and Shortfall Agreement for the Community Facilities District No. 23 ImprovementArea No. 7 (To11 Brothers Phase 34. & 38)

06/11/2024 Item No.4.

COMMUNITY FACILITIES DISTRICT NO. 23
(FOLSOM RANCH) IMPROVEMENT AREA NO. 7

ACQUISITION AND SHORTFALL AGREEMENT

BY AND BETWEEN

THE CITY OF FOLSOM
AND
TOLL WEST [NC., WHICH WILL DO BUSINESS IN CALIFORNIA AS TOLL BROTHERS WEST INC.,
a Delaware corporation
Dated as of _,2024
#218407 v3 9223.2

06/11/2024 Item No.4.

ACOUISITION AND SH TFALL AGREEMENT
City of Folsom Community Facilities District No.23
(Folsom Ranch) Improvement Area No. 7
Recitals
A. The parties to this Acquisition and Shortfall Agreement (the "Agreement") are the CITY OF FOLSOM, (the "City"), and TOLL WEST [NC., WHICH WILL DO BUSINESS IN CALIFORNIA AS TOLL BROTHERS WEST INC., a Delaware corporation ("Developer").

B. The effective date of this Agreement is 2024 (*Effective Date").

C. The Developer intends to construct certain road, water, sewer and other public capital improvements, as more particularly described in Exhibit A attached hereto (collectively, the "Acquisition Improvements") to serve the development of real property owned by Developer within the Folsom Plan Area and within the boundaries of the District described below. The public capital improvements are to be owned and operated by the City, and the financing is to be accomplished, in part, with funding to be provided by the District under and pursuant to the Mello-Roos Community Facilities Act of 1982 - California Government Code Sections 53311 and following (the "Act").

D. On May 26,2020, the City adopted Resolution No. 10435 to form City of Folsom Community Facilities District No. 23 (Folsom Ranch) (the "District" or "CFD 23") within the Folsom Plan Area to finance, among other authorized facilities, the Acquisition Improvements and, on the same date, a landowner election was conducted in which all of the votes were cast unanimously in favor of forming the District.

D. On December 14, 2021, the City adopted Resolution No. 10770 to designate Improvement Area No. 7 ("Improvement Area No. 7") within the District and to levy special taxes therein and, on the same date, a landowner election was conducted in which all of the votes were cast unanimously in favor of designating Improvement Area No. 7.

E. The District intends to levy special taxes and cause the Authority to issue CFD 23 Bonds to fund, among other things, a portion of the costs of the Acquisition Improvements. The proceeds of the District special taxes and CFD 23 Bonds, together with interest earned thereon, are referred to herein as the "Available CFD 23 Proceeds." The Available CFD 23 Proceeds shall include the amount of (i) special taxes, if any, collected during the first twenty (20) years of the term of the District, beginning with Fiscal Year 2020-2021, available to fund the direct payment for the acquisition and/or construction of Acquisition Improvements and not related to or required to fund debt service or Administrative Expenses, as defined in and determined in accordance with the Rate and Method of Apportionment for the District (the "Available Pay-Go Proceeds"), and (ii) the net acquisition proceeds generated by all CFD 23 Bond sale(s) issued by the Authority and secured by District special taxes.

F. Attached hereto as Exhibit A is a description of the Acquisition Improvements and attached hereto as Exhibit B is a description of certain authorized discrete and usable #218407 v3 9223.2 1 Page 41
06/11/2024 Item No.4.
portions of the Acquisition Improvements that may be acquired from Developer pursuant to Section 53313.51 of the Act. It is understood that the Available CFD 23 Proceeds may not be sufficient to reimburse the Developer for all of the costs and expenses of the Acquisition Improvements contemplated hereunder, or otherwise finance said improvements. Accordingly, Developer understands and acknowledges that any shortfall in the Available Amount toward the construction and completion of the Acquisition Improvements, unless otherwise provided in a separate agreement (e.g. the funding of costs under an acquisition agreement relating to another improvement area within the Folsom Plan Area), is the Developer's sole responsibility, and that this Agreement solely provides for the payment of the Acquisition Price from the Available CFD 23 Proceeds, or from any proceeds that may become available for such payment through the SPIF Program (as defined herein) for an Acquisition Improvement included in the SPIF Program.

G. The parties anticipate that, upon completion of the Acquisition Improvements and subject to the terms and conditions of this Agreement and final acceptance by the City Engineer in writing, the City will acquire the completed Acquisition Improvements.

H. Any and all monetary obligations of the City arising out of this Agreement are the special and limited obligations of the City payable only from the Available CFD 23 Proceeds, and no other funds whatsoever of the District, the Authority, or the City shall be obligated therefor under any circumstances under this Agreement.

I. Attached to this Agreement are Exhibit A (the Acquisition Improvements), Exhibit B (Eligible Portions of Acquisition Improvements, including related Design Costs), Exhibit C (form of Requisition), and Exhibit D (Insurance Requirements), all of which are incorporated into this Agreement for all purposes.

Agreement

ARTICLE I
DEFINITIONS ; COMMLINITY FACILITIES DISTRICT FORMATION

AND FINANCING PLAN
Section 1.01. Definitions. As used herein, the following capitalized terms shall have the meanings ascribed to them below:
"Acceptable Title" means free and clear of all monetary liens, encumbrances, assessments, whether any such item is recorded or unrecorded, and taxes, except those items which are reasonably determined by the City Engineer, upon consultation with the City Attorney, not to interfere with the intended use and therefore are not required to be cleared from the title. "Acquisition and Construction Fund" means the "Community Facilities District No. 23 Improvement Area No. 7 Acquisition and Construction Fund" established by the District for the purpose of paying the Acquisition Prices of the Acquisition Improvements. "Acquisition Improvements" means the Acquisition Improvements described in Exhibit A hereto.
2#218407 v3 9223.2 Page 42
06/11/2024 Item No.4.
"Acquisition Price" means the total amount eligible to be paid to the Developer upon acquisition of the Acquisition Improvements as provided in Section 2.03, including any additional Available CFD 23 Proceeds collected thereafter that are eligible to be paid to Developer, but not to exceed the Actual Cost of the Acquisition Improvement, together with the CCI adjustment thereon until paid in full as provided herein. "Actual Cost" means the total cost of the Acquisition Improvements, or Eligible Portions thereof, as documented by the Developer to the satisfaction of the City and as certified by the City Engineer in an Actual Cost Certificate including, without limitation, (a) the Developer's cost of constructing the Acquisition Improvements including grading, labor, material and equipment costs, (b) the Developer's cost of designing and engineering the Acquisition Improvements, preparing the plans and specifications and bid documents for the Acquisition Improvements, and the costs of inspection, materials testing and construction staking for the Acquisition Improvements, (c) the Developer's cost of any performance, payment and maintenance bonds and insurance, including titlq insurance, required hereby for the Acquisition Improvements, (d) the Developer's cost of any real property or interest therein that is either necessary for the construction of the Acquisition Improvements (e.g., temporary construction easements, haul roads, etc.), or is required to be conveyed with such Acquisition Improvement in order to convey Acceptable Title thereto to the City or its designee, (e) the Developer's cost of environmental evaluation or mitigation required for the Acquisition Improvements, (f) the amount of any fees actually paid by the Developer to the City and any other governmental agencies in order to obtain permits, licenses or other necessary govemmental approvals and reviews for the Acquisition Improvements, (g) the Developer's cost for construction and project management, administration and supervision services for the Acquisition Improvements, (h) the Developer's cost for professional services related to the Acquisition Improvements, including engineering, accounting, legal, financial, appraisal and similar professional services, and (i) the costs of construction financing incurred by the Developer with respect to the Acquisition Improvements.
"Actual Cost Certifrcate" means a certificate prepared by the Developer detailing the Actual Cost of the Acquisition Improvements, or Eligible Portions thereof, to be acquired hereunder, as may be revised by the City Engineer pursuant to Section 2.03. ..Agreement,,meanSthisAcquisitionAgreement,datedasof-,2024' "Authority" means the Folsom Ranch Financing Authority. "Available CFD 23 Proceeds" shall have the meaning assigned to the term in Recital E. "Available Pay-Go Proceeds" shall have the meaning assigned to the term in Recital E. "CCI" means the construction cost index reported by the Engineering News Record used by the City to adjust construction costs, currently based on the average of the change in the San Francisco Construction Cost Index and the change in the 2}-city Construction Cost Index for the l2-month period ending in May, or comparable index of annual construction costs for public capital improvements used by the City.
"CFD Administrator" means the administrator of the District appointed by the City.

J#218407 v3 9223.2 Page 43
06/11/2024 Item No.4.
"CFD 23 Bonds" means bonds or other indebtedness issued by the Authority that are to be repaid with District Special Taxes.
"Crty" means City of Folsom.
"City Engineer" means the City Engineer of the City or hisftrer designee who will be responsible for administering the acquisition of the Acquisition Improvements hereunder. "Code" means the Government Code of the State of California. "Developer" means Toll West Inc. doing business as To11 Brothers West Inc., a Delaware corporation, its successors and assigns, other than individual homeowners. "Director" means the Director of the City's Community Development Department or hislher designee.
"Disbursement Request Form" means a requisition for payment of funds from the Acquisition and Construction Fund for an Acquisition improvement, or an Eligible Portion thereof, in substantially the form contained in Exhibit C hereto' "District" shall have the meaning assigned to the term in Recital D. "Eligible Portions" means the eligible, discrete and usable portions of the Acquisition Improvements available for acquisition and payment of Installment Payments listed and described in Exhibit B hereto.
'llnstallment Paymenf' means an amount approved by the City Engineer as partial payment toward the Actual Cost of an Eligible Portion as shown in Exhibit B-Description of Eligible Portions of Acquisition Improvements.
"Project" means the Developer's development of the property in the District, including the design and construction of the Acquisition Improvements and the other public and private improvements to be constructed by the Developer within the District. "special Taxes" means annual special taxes, and prepayments thereof, authorized by and to be levied by the District.
"Title Documents" means, for the Acquisition Improvements acquired hereunder, a gtant deed or similar instrument necessary to transfer title to aty real property or interests therein (including easements), or an irrevocable offer of dedication of such real property with interests therein necessary to the operation, maintenance, rehabilitation and improvement by the City of the Acquisition Improvements (including, if necessary, easements for ingress and egress) and a bill of sale or similar instrument evidencing transfer of title to the Acquisition Improvements (other than said real property interests) to the City, where applicable.

Section 1.02. Establishment of Commumtv Facilities District. The District was established by the City on May 26,2020 and Improvement Area No. 7 was designated by the City on December 14,2021, and through the applicable successful landowner elections held on 4#2184O"1 v3 9223.2

06/11/2024 Item No.4.
such days, the District is authorizedto levy the Special Taxes and to issue the CFD 23 Bonds to finance the Acquisition Prices for the Acquisition Improvements. Developer and the City agree to reasonably cooperate with one another and with the District in the completion of the financing through the issuance by the Authority of the CFD 23 Bonds in one or more series and/or the collection of Special Taxes to generate Available Pay-Go Proceeds.

Section 1.03 Available
(a) Develooer Pav-Go Proceeds. Available Pay-Go Proceeds collected by the District shall be deposited in the Acquisition and Construction Fund established by the District, and may be disbursed to pay the Acquisition Price and Installment Payments of Acquisition Improvements in accordance with Article II of this Agreement. All funds in the Acquisition and Construction Fund shall be considered a portion of the Available CFD 23 Proceeds. (b) CFD 23 Bond Series. Upon the delivery of each issue or issues of CFD 23 Bonds, the net proceeds thereof shall be deposited into the Acquisition and Construction Fund for the purpose of holding all funds for the Acquisition Improvements. All earnings on amounts in the Acquisition and Construction Fund shall remain in the Acquisition and Construction Fund for use as provided herein. Money in the Acquisition and Construction Fund shall be available to respond to delivery of a Disbursement Request Form and to be paid to the Developer or its designee to pay the Acquisition Price and Installment Payments of the Acquisition Improvements, or portions thereof, as specified in Article II hereof. (c) Priority Use of Available CFD Proceeds. The Available CFD 23 Proceeds will be used primarily to fund the costs of the Acquisition Improvements, and then to fund the costs of any other developer improvements advanced and/or constructed by a developer within the Folsom Plan Area that are authorized for acquisition by the District. The Available CFD 23 Proceeds shall be used first to fund any of the Acquisition Improvements, in any order, as and when each Acquisition Improvement or Eligible Portion is completed and payment of the Acquisition Price or Installment Payment can be paid to Developer as provided herein. Upon completion of all of the Acquisition Improvements hereunder and payment of the Acquisition Prices therefor, any remaining funds in the Acquisition and Construction Fund (less any amount determined by the District as necessary to reserve for claims against the account) shall be (i) applied or reserved for application to pay the costs of any other authoized developer improvements and, to the extent not so used, (ii) shall be applied by the District to call Bonds or to reduce Special Taxes as the District shall determine.

Section 1.04. No Effect ofCFD on SPIF Pavments If and to the extent any of the Acquisition Improvements are also included for financing within the Specific Plan Infrastructure Fee Program (the "SPIF Program"), any payments hereunder from Available CFD 23 Proceeds to Developer for such Acquisition Improvements shall not affect or limit Developer's ability to obtain and apply fee credits against andlor fee reimbursements from the SPIF Fee Program in consideration of its construction of the Acquisition Improvements that are included for financing in the SPIF Program. Developer's right to any such fee credits and/or fee reimbursements from the SPIF Program would be subject to and contingent upon Developer's entering into and complying with the requirements of a separate SPIF Fee Reimbursement 5#218407 v3 9223.2

06/11/2024 Item No.4.

Agreement to be entered into between the City and Developer for the Acquisition Agreements that are included for financing in the SPIF Program.

Section 1.05. No District or citv Liabilitv; Citv Discretion: No Effect on Other Agreements. In no event shall any actual or alleged act by the District or the City or any actual or alleged omission, negligence, or failure to act by the District or the City with respect to the performance of its obligations hereunder subject the District or the City to any liability therefor, whether monetary or otherwise (except only as to pay any amounts available and payable hereunder from Available CFD 23 Proceeds). Further, nothing in this Agreement shall be construed as affecting the Developer's or the City's duty to perform their respective obligations under any other agreements between the parties hereto, or the City's enforcement of applicable laws, ordinances, rules, policies and regulations pertaining to public improvement standards and/or specifications, as well as land use and subdivision requirements related to the Project, all of which are and shall remain independent of the Developer's and the City's rights and obligations under this Agreement.

ARTICLE II

DESIGN, CONSTRUCTION AND ACQUISITION OF ACQUISITION IMPROVEMENTS Section 2.01 Lettins and Desisn Contracts. The Developer has awarded and administered, or will award and administer, or through the City has advanced funds for the engineering design contracts for the Acquisition Improvements to be acquired from Developer.

All eligible expenditures of the Developer for design engineering and related costs in connection with the Acquisition Improvements (whether as an advance to the City or directly to the design consultant)incurredpriortotheEffectiveDate,asidentifiedon@attachedhereto,sha1l be reimbursed at the time of the first Bond sale, and, thereafter, all additional, eligible design engineering and related costs shall be reimbursed at the time of acquisition of the Acquisition Improvements. The Developer shall be entitled to reimbursement for any design costs of the Acquisition Improvements only out of the Acquisition Price as provided in Section 2.03 and shall not be entitled to any payment for design costs independent of the acquisition of Acquisition Improvements.

Section 2.02. Letting and Administration of Construction Contracts: Indemnification.

Developer agrees to comply with City requirements with respect to contracting for the construction of the Acquisition Improvements. The Developer agrees that all the contracts shall call for compliance with all provisions of the prevailing wage law for "public works" as required by the Labor Code of the State of Califomia and shall require all work to be performed by licensed general contractors. The Developer's indemnification obligation set forth in Section

3.01 of this Agreement shall also apply to any alleged failure to comply with the requirements of this Section, andlor applicable State laws regarding public contracting and prevailing wage laws applicable to public works.
(a) Plans and Specifications. The Developer represents and covenants that it has obtained or will obtain approval of the plans and specifications for the Acquisition Improvements from all appropriate departments of the City and from any other public entity or 6#218407 v3 9223.2

06/11/2024 Item No.4.
public utility from which such approval must be obtained, prior to construction. The Developer iurth". covenants that the Acquisition Improvements will be constructed in full compliance with such approved plans and specihcations and any change orders thereto, as approved in the same manner, and the adopted City Standard Construction Specifications and Improvement Standards.

The Developer shall submit copies of all plans and specifications to the Director or his/her designee.
(b) CEQA. The Developer covenants that it has complied or will comply with the Califomia Environmental Quality Act in conjunction with the construction of the Acquisition Improvements and their conveyance pursuant to the terms set forth herein. (c) Inspection. The Developer covenants that the City, and other public entities or public utilities to whom any of the Acquisition Improvements will be conveyed, will be permitted to inspect the Acquisition Improvements using the same standards which would be applied to a public works project.
(d) Insurance. With respect to the construction of the Acquisition Improvements, the Developer shall furnish to City a certificate or certificates of insurance, with uninsrrrunce carrier acceptable to City and in a form satisfactory to the City Attorney, evidencing insurance coverage consistent with Exhibit D attached hereto. (e) Performance and Payment Bonds. Except as otherwise provided herein, the Developer covenants to comply with all applicable performance, labor and materials and completion bond requirements of the City with respect to the construction of the Acquisition Improvements. To the extent bonds are required, Developer further covenants and agrees to execute and deliver or otherwise cause to be provided to City, prior to construction and in forms acceptable to the City Afiorney, a faithful Performance Bond in the amount of 100% of the estimated cost of the Acquisition Improvements and a Labor and Materials Bond in the amount of 100% of the estimated cost of the Acquisition Improvements, from a bonding company with an A.M. Best rating of at least "A-" or its equivalent. Such bonds shall only be released upon full completion of the Acquisition Improvements, the City's written acceptance of the Acquisition Improvements, and payment of all persons furnishing labor and materials.

Section 2.03. Sale of Imorovements. The Developer agrees to sell to the City each of the Acquisition Improvements to be constructed by Developer (including any rights- of-way or other easements necessary for the Acquisition Improvements, to the extent not already owned by the City), when each of the Acquisition Improvements is completed to the satisfaction of the City and accepted by the City Engineer in writing for an amount not to exceed the lesser of (i) the Available CFD 23 Proceeds and (ii) the Actual Cost of the Acquisition Improvement(s), increased from and after the completion of the Acquisition Improvements until paid in fulIbased on the annual increase, if any, in the CCI from such completion to date of payment (the "Acquisition Price"). Notwithstanding any provision to the contrary, the Developer understands that the Available CFD 23 Proceeds for the acquisition of the Acquisition Improvements may not be sufficient to reimburse the Developer for all of the costs and expenses constructing the Acquisition Improvements, or otherwise finance said improvements. Accordingly, Developer understands and acknowledges that any shortfall in the amount of Available CFD 23 Proceeds for the construction and completion of the Acquisition Improvements, unless otherwise provided 7#218407 v3 9223.2

06/11/2024 Item No.4.
in a separate agreement (e.g. the funding of costs under an acquisition agreement relating to another improvement area within the Folsom Plan Area), is the Developer's sole responsibility, and that this Agreement solely provides for the payment of the Acquisition Price from the Available CFD 23 Proceeds, or from any proceeds that may become available for such payment through the SPIF Program (as defined herein) for an Acquisition Improvement included in the SPIF Program.

Exhibit A, attached hereto and incorporated herein, contains a list of the Acquisition Improvements. Portions of the Acquisition Improvements eligible for Installment Payments prior to completion of the entire Acquisition Improvements are described as eligible, discrete and usable portions in Exhibit B (each, an "Eligible Portion"). At the time of completion of each Acquisition Improvement, or Eligible Portion thereof, the Developer shall deliver to the City Engineer a written request for acquisition, accompanied by an Actual Cost Certificate, and by executed Title Documents for the transfer of the Acquisition Improvement where necessary. In the event that the City Engineer finds that the supporting paperwork submitted by the Developer fails to demonstrate the required relationship between the subject Actual Cost and eligible work, the City Engineer shall advise the Developer that the determination of the Actual Cost (or the ineligible portion thereof) has been disallowed and shall request further documentation from the Developer. If the further documentation is still not adequate, the City Engineer may update the Actual Cost Certificate to revise or delete any disallowed items and the determination shall be subject to appeal to the Director, whose determination shall be final.

Certain soft costs for the Acquisition Improvements, such as civil engineering, may have been incurred pursuant to single contracts that include work relating also to the private portions of the Project or to multiple Acquisition Improvements. In those instances, the total costs under such contracts will be allocated to each Acquisition Improvement as approved by the City Engineer. Where a specific contract has been awarded for design or engineering work relating solely to an Acquisition Improvement, one hundred percent (100%) of the costs under the contract will be allocated to that Acquisition Improvement. Soft costs will be allocated to each Acquisition Improvement as approved by the City Engineer. The costs of environmental mitigation required to mitigate the impacts of the public and private portions of the Project will be allocated to each Acquisition Improvement as approved by the City Engineer. Pursuant to Section 2.01, alt eligible expenditures of soft costs in connection with the Acquisition Improvements (whether as an advance to the City or directly to the design consultant) incurred prior to the Effective Date, as identified in Exhibit B attached hereto, shall be reimbursed at the time of first Bond sale, and, thereafter, all additional, eligible soft costs shall be reimbursed at the time of acquisition of the Acquisition Improvements.

Section 2.04. Conditions to Pavment of uisition Price Payment to the Developer or its designee of the Acquisition Price for each Acquisition Improvement shall in every case be conditioned first upon the determination of the City Engineer that the Acquisition Improvement satisfies all City construction standards and specifications, rules, policies, regulations and ordinances and shall be further conditioned upon satisfaction of the following additional conditions precedent:
(a) Lien Releases. The Developer shall have provided the City with lien releases or other similar documentation satisfactory to the City Engineer as evidence that none of 8#218407 v3 9223.2

06/11/2024 Item No.4.
the property (including any rights-of-way or other easements necessary for the operation and maintenance of the Acquisition Improvement, to the extent not already owned by the City) comprising the Acquisition Improvement, and the property which is subject to the special taxes of the Community Facilities District, is subject to any prospective mechanics lien claim respecting the Acquisition Improvements.
(b) Payment of Taxes. The Developer shall be current in the payment of all due and payable general property taxes, and all special taxes of the Community Facilities District, on property owned by the Developer or under option to the Developer within the Community Facilities District.
(c) Certification No Loan Default. The Developer shall certiff that it is not in default with respect to any loan secured by any interest in the Project. (d) Title Documents. The Developer shall have provided the City with Title Documents needed to provide the City with Acceptable Title to the site, right-of-way, or easement upon which the subject Acquisition Improvements are situated. All such Title Documents shall be in a form acceptable to the City Attorney and shall convey Acceptable Title.

The Developer shall provide a policy of title insurance as of the date of transfer in a form acceptable to the City Attorney insuring the City as to the interests acquired in connection with the acquisition of any interest for which such a policy of title insurance is not required by another agreement between the City and the Developer. Each title insurance policy required hereunder shall be in the amount equal to the Acquisition Price. The amount paid to the Developer or its designee upon satisfaction of the foregoing conditions precedent shall be the Acquisition Price less all Installment Payments paid previously with respect to the Acquisition Improvement. (e) Retention for Punch List Work. In the case of a completed Acquisition Improvement suitable for public use, but for which certain punch list work remains to be completed prior to formal acceptance by the City, the City shall retain from the payment of any Acquisition Price for such Acquisition Improvement the amount of one hundred and fifty percent (150%) of the value of punch list work not completed. Upon payment and acceptance of the Acquisition Price, less the retention for any punch list work, for each completed Acquisition Improvement or portion thereof, Developer shall have no further claim for payment from the City with respect to the retentions until completion of the punch list work. The City shall hold the retention amount on all Acquisition Improvements acquired until the punch list work is completed and accepted by the City. Provided, however, in any event, the City will not pay for the acquisition of any completed Acquisition Agreement or portion thereof unless and until the street, drainage or other utility rights of way where they are located have been irrevocably offered to the City for dedication and the remaining conditions precedent to payment under this 'section 2.04 are satisfied.
(0 Warranty Bond. The Developer shall provide to City a warranty bond equal to I}Yo of th. Actual'Cost of the Acquisition Improvement. Commencement of the one- year warranty period shall start at the time of City's formal acceptance of the Acquisition Improvements in writing.
9#218407 v3 9223.2 Page 49
06/11/2024 Item No.4.

Section 2.05. Payment for Eligible Portions. The Developer may submit an Actual Cost Certificate to the City Engineer with respect to any Eligible Portion. Payment to the Developer or its designee from the Acquisition and Construction Fund and/or SPIF Set-Aside Fund of an Installment Payment with respect to such Eligible Portion shall in every case be conditioned first upon the determination of the City Engineer, that the Eligible Portion has been completed in accordance with all applicable plans and City construction standards and specifications, rules, policies, regulations and ordinances and is otherwise complete and, where appropriate, is ready for acceptance by the City, and shall be fuither conditioned upon satisfaction of the following additional conditions precedent:
(a) The Developer shall have provided the City with lien releases or other similar documentation satisfactory to the City Engineer as evidence that the property (including any rights-of-way or other easements necessary for the operation and maintenance of the Eligible Portion, to the extent not already owned by the City) comprising the Eligible Portion is not subject to any prospective mechanics lien claim respecting the Eligible Portion. (b) The Developer shall be current in the payment of all due and payable general property taxes, and all special taxes of the Community Facilities District, on property owned by the Developer or under option to the Developer within the Community Facilities District.
(c) The Developer shall have provided the City with Title Documents needed to provide the City with Acceptable Title to the site, right-of-way, or easement upon which the subject Eligible Portion is situated. All such Title Documents shall be in a form acceptable to the City Attomey and shall be sufficient, upon completion of the Acquisition Improvements of which the Eligible Portion is a part, to convey Acceptable Title to the Eligible Portion. The Developer shall provide a policy of title insurance as of the date of transfer in a form acceptable to the City Attorney insuring the City as to the interests acquired in connection with the acquisition of any interest for which such a policy of title insurance is not required by another agreement between the City and the Developer. Each title insurance policy required hereunder shall be in the amount equal to the Installment Payment for the Eligible Portion. (d) Payment and performance bonds, from a bonding company with an A.M.

Best rating of at least "A-" or its equivalent, applying to plans, standards and specifications for the Acquisition Improvements approved by the City Engineer, shall be in place to secure completion of the Acquisition Improvements of which the Eligible Portion is a part. As an alternative thereto, Developer may ask the City to retain and reserve the amount of funds in the Acquisition and Construction Fund equal to the estimated cost to complete such Acquisition Improvements in the manner described in Section 2.02(e) above. (e) The amount paid to the Developer or its designee upon satisfaction of the foregoing conditions precedent shall be the "Installment Payment" with respect to the Eligible Portion.

Section 2.06. Disbursement Request Form. Upon a determination by the City Engineer to pay the Acquisition Price of an Acquisition Improvement pursuant to Section 2.04 or to pay an Installment Payment for an Eligible Portion thereof pursuant to Section 2.05, the City Engineer #218407 v3 9223.2 10 Page 50
06/11/2024 Item No.4.
shall cause a Disbursement Request Form substantially in the form attached hereto as Exhibit C to be submitted to the CFD Administrator for payment from the Acquisition and Construction Fund, up to the Acquisition Price or Installment Payment amount, and the CFD Administrator shall authorize such payment directly to the Developer or its designee of the authorized am Section 2.07. Limitation on Obligations. Notwithstanding any provision to the contrary, in no event shall the District, the Authority or the City be required to pay the Developer or its designee more than the amounts held in the Acquisition and Construction Fund for the Acquisition Improvements under this Agreement.

Section 2.08. Warranties: Maintenance. Developer warrants the Acquisition Improvements as to materials and workmanship and should any failure due to faulty design or materials of the Acquisition Improvements or any parts thereof occur within a period of one (1) year after formal acceptance of the completed Acquisition Improvements by the City in writing, Developer shall promptly cause the needed repairs to be made at its sole cost and expense, without any expense or cost to City and without further reimbursement from the City. Developer shall provide to City, at the time of submittal of each payment request, a warranty bond equal to 10% of the value of each Acquisition Improvement.

City is hereby authorized to make repairs if Developer fails to make, or undertake with due diligence, the aforesaid repairs within twenty (20) calendar days after it is given written notice of such failure. In case of emergency where delay would cause serious hazard to the public, the necessary repairs may be made by City without prior notice to Developer. In all cases of failure of the Acquisition Improvements within the warranty period where the City has taken action in accordance with this paragraph, Developer shall reimburse City for any and all costs or expenses, direct and indirect, incurred by the City within thirty (30) calendar days of receiving invoice from the City. If the Developer fails to timely pay such reimbursement, the City may recover such costs or expenses from any and all Available CFD 23 Proceeds in the Acquisition and Construction Fund, in addition to any and all remedies at law or in equity.

Any warranties, guarantees or other evidence of continuing obligations of third persons with respect to any Acquisition Improvement to be acquired by the City shall be delivered to the Director as part of the conveyance of the Acquisition Improvement. No later than the time for such conveyance, the Developer shall veriff and confirm existence of a funding mechanism acceptable to City for the ongoing maintenance of the Acquisition Improvements in accordance with applicable City standards, policies and ordinances and for such periods as are required by applicable City standards, policies and ordinances.

ARTICLE III

MISCELLANEOUS
Section 3.01. Indemnification and Hold Harmless. The Developer hereby assumes the defense of, and indemnifies and saves harmless the City, the Authority, the District, and their respective officers, directors, employees and agents (collectively, the "Indemnitees"), from and against all actions, damages, claims, losses or expenses of every type and description including #218407 v3 9223.2 11 Page 51
06/11/2024 Item No.4.
but not limited to personal injury, or bodily injury including death, as well as from claims for property damage which may arise from the operations of the Developer or its contractors, subcontractors, agents, or employees, to which the Indemnitees may be subjected or put, by reason of, or resulting from or alleged to have resulted from the acts or omissions of the Developer or its contractors, subcontractors, agents or employees arising out of any contract for the design, engineering and construction of the Acquisition Improvements entered into by or for the Developer, or arising out of any alleged misstatements of fact or alleged omission of a material fact made by the Developer, its officers, directors, employees or agents to the District's underwriter, financial advisor, appraiser, district engineer or bond counsel or regarding the Developer, its proposed developments, its property ownership and its contractual arrangements contained in the official statement relating to the District financing (Developer hereby acknowledges that it has been furnished a copy of the offrcial statement for the District and has not objected thereto). Nothing in this Section 3.01 shall limit in any manner the City's rights against any of the Developer's architects, engineers, contractors or other consultants. Except as set forth in this Section 3.01, no provision of this Agreement shall in any way limit the extent of the responsibility of the Developer for payment of damages resulting from the operations of the Developer, its agents and employees. Nothing in this Section 3.01 shall be understood or construed to mean that the Developer agrees to indemniff the Indemnitees for any wrongful acts, willful misconduct, active negligence or omissions to act of the Indemnitees. It is understood that the duty of Developer to indemnifr and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of any insurance certificates or endorsements does not relieve Developer from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages oi claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Developer acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. The foregoing indemnity obligation of the Developer shall survive the termination or expiration of this Agreement.

Section 3.02. Audit. The City shall have the right, during normal business hours and upon the giving of ten days' written notice to the Developer, to review all books and records of the Developer pertaining to costs and expenses incurred by the Developer (for which the Developer seeks reimbursqment pursuant to this Agreement) in constructing the Acquisition Improvements.

Section 3.03. Cooperation. The City and the Developer agree to cooperate with respect to the completion of the financing of the Acquisition Improvements by the District through the levy of the Special Taxes and issuance of Bonds. The City and the Developer agree to meet in good faith to resolve any differences on future matters which are not specifically covered by this Agreement.

Section 3.04. General Standard of Reasonableness. Any provision of this Agreement which requires the consent, approval or acceptance of either party hereto or any of their respective employees, officers or agents shall be deemed to require that the consent, approval or acceptance not be unreasonably withheld or delayed, unless the provision expressly incorporates a different standard. The foregoing provision shall not apply to provisions in the Agreement which provide for decisions to be in the sole discretion of the party making the decision. #218407 v3 9223.2 l2 Page 52
06/11/2024 Item No.4.

Section 3.05. Third Partv Beneficiaries. It is expressly agreed that there are no third party beneficiaries of this Agreement, including without limitation any owners of Bonds, any of the City's, District's or Developer's contractors for the Acquisition Improvements and any of the City's, District's or the Developer's agents and employees.

Section 3.06. Conflict with Other Agreements. Nothing contained herein shall be conslrued as releasing the Developer or the City from any condition of development or requirement imposed by any other agreement between the City and the Developer, and, in the event of a conflicting provision, the other agreement shall prevail unless the conflicting provision is specifically waived or modified in writing by the City and the Developer.

Section 3.07. Notices. All invoices for payment, reports, other communication and notices relating to this Agreement shall be mailed or e-mailed to:

Either party may change its address by giving notice in writing to the other party.

Section 3.08. Severabilit)'. If any part of this Agreement is held to be illegal or unenforceable by a court of competent jurisdiction, the remainder of this Agreement shall be given effect to the fullest extent reasonably possible.

Section 3.09. Governing Law. This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. Any action brought relating to this Agreement shall be held exclusively in a state court in the County of Sacramento.

Section 3.10. Waiver. Failure by aparfi to insist upon the strict perfornance of any of the provisions of this Agreement by the other party, or the failure by a party to exercise its rights upon the default of the other party, shall not constitute a waiver of such party's right to insist and demand strict compliance by the other party with the terms of this Agreement.

If to the City:

Chief Financial Officer
City of Folsom
50 Natoma Street
Folsom, CA 95630
E-mail : stamagni@folsom. ca.us
With a copy to:

City Attomey
City of Folsom
50 Natoma Street
Folsom, CA 95630
E-mail : swang@folsom. ca.us
If to the Developer:

Toll West Inc., which will do business in California
as Toll Brothers West Inc.
110 Woodmere Road, Suite 120
Folsom, CA 95630
Attention: Greg Van Dam, P.E.

E-mail: [email protected]
With a copy to
O'Neil LLP
19800 MacArthur Blvd., Suite 650
Irvine, CA926l2
Attention: Sandra A. Galle
E-mail : [email protected]
#21840'l v3 9223.2 13 Page 53
06/11/2024 Item No.4.

Section 3.1l. Sinsular and ural: Gender. As used herein, the singular of any word includes the plural, and terms in the masculine gender shall include the feminine.

Section 3.12. Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original.

Section 3.13. Successors and Assigns. This Agreement is binding upon the heirs, assigns and successors-in-interest of the parties hereto. The Developer may not assign its rights or obligations hereunder, except to successors-in-interest to the property within the District, without the prior written consent of the City, which consent shall not be unreasonably withheld.

Section 3.14. Remedies in General. It is acknowledged by the parties that the City would not have entered into this Agreement if it were to be liable in damages under or with respect to this Agreement or the application thereof, and therefore the Developer hereby waives any and all claims for damages against the City and its officers, agents and employees for breach of this Agreement. This waiver of damages by Developer shall not preclude any action by Developer to specifically enforce the obligations of the City hereunder to review and approve for acceptance and acquisition the Acquisition Improvements constructed by Developer in accordance with the terms hereof and to process applications for payment with the CFD Administrator for payment to Developer from the Acquisition and Construction Fund of the approved Acquisition Price for each of the Acquisition Improvements completed by Developer.

The parties further acknowledge that damages are not a remedy under this Agreement, and thus, while in general each of the parties hereto may pursue any remedy at law or equity available for the breach of any provision of this Agreement, the City shall not be liable in damages to the Developer, or to any assignee or transferee of the Developer. The Developer may, without any claim for damages of any kind, in addition to other rights or remedies, institute an action to cure, correct, specifically enforce or remedy any default in the processing of the payments to the Developer specified in this Agreement. Subject to the foregoing, the Developer covenants not to sue for or claim any damages for any alleged breach of, or dispute which arises out of, this Agreement.
[Remainder of Page Intentionally Blank; Signature Page FollowsJ #218407 v3 9223.2 I4 Page 54
06/11/2024 Item No.4.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year written above.

DEVELOPER:

Toll West Inc., which will do business in
California as Toll Brothers West Inc.o
a Delaware corporation
By:

Name:

Its:

By
Its:

Name
CITY:

CITY OF FOLSOM' A Municipal Corporation:

Date
ATTEST:

Elaine Andersen, City Manager

FUNDING AVAILABLE
Christa Freemantle, City Clerk Stacey Tamagni, Chief Financial Officer ORIGINAL APPROVED AS TO CONTENT: ORIGINAL APPROVED AS TO FORM:

Pam Johns, Director
Community Development Department
Steven Waog, City Attomey
#218407 v3 9223.2 15 Page 55
06/11/2024 Item No.4.

CERTIFICATE OF ACKNOWLEDGMENT pursuant to Civil Code, Section 1189, must be provided.

A certificate of acknowledgment in accordance with the provisions of California Civil Code section 1189 must be attached for each person executing this agreement on behalf of Developer.

This section provides, atpart (b): "Any certificate of acknowledgment taken in another place shall be sufficient in this state if it is taken in accordance with the laws of the place where the acknowledgment is made."
A notary puplic or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracyo or validity of that document.

STATE OF CALIFORNIA

COUNTY OF SACRAMENTO
)
)ss
)
On
personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certifu under PENALTY OF PPRTRy under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal.

Signature (Seal)
before me, , Notary Public,
#218407 v3 9223.2 t6 Page 56
06/11/2024 Item No.4.

EXHIBIT A TO THE ACQUISITION AGREEMENT

DESCRIPTION OF ACQUISITION IMPROVEMENTS AND ESTIMATED AMOLINTS ACQUISITION IMPROVEMENTSl ESTIMATED AMOUNTS

1. Roadwavlmprovements
(a) Mangini Parkway, including the Mangini Parkway/Alder Creek Bridge (b) East Bidwell Parkway
(c) oak Avenue
(d) lnternal subdivision streets and related underground utilities, including specifically the Regency earkway/Alder Creek Bridge
(e) other public roadway improvements designed to meet the needs of development within CFD 23
tfl Traffic Signals
(C) Soft Costs
527,ooo,ooo
S5,2oo,ooo
S5,9oo,ooo
$124,ooo,ooo
ST,ooo,ooo
TBD/lncl. above
S17,ooo,ooo
2, Water Svstem lmprovements
All water facilities designed to meet the needs of development within CFD 23, including:
(a) water storage, treatment and distribution facilities including waterlines and appurtencances, gate valves, pressure reducing stations, flow meters, fire hydrants, and other improvements related thereto such as site clearing, grading and paving; curbs and gutters;
(b) booster pump stations;
(c) stand-bygenerators;
(d) site lighting, drainage, sanitary sewer, and water service; (e ) landscaping and irrigation;
td) access gates, and fencing; and striping and signage' TBD/Incl. above
TBD/lncl. above
TBDflncl. above
TBD/Incl. above
TBD/lncl. above
TBDllncl. above
#218407 v3 9223.2 A-1 Page 57
06/11/2024 Item No.4.

3. Recvcled Water Svstem lmprovements
Any and all recycled water system facilities designed to meet the needs of development within CFD 23, including:
(a) treatment and distribution facilities including pipelines and appurtenances, gate valves, flow meters, booster pump pressurization system, and other improvements related thereto - such as site clearing, grading and paving, curbs and gutters;
(b) booster pump stations;
(c) stand-bygenerators;
(d) site lighting, drainage, sanitary sewer, and water service; (e ) landscaping and irrigation;
(d) access gates, and fencing; and striping and signage.

TBD/Incl. above
TBD/Incl. above
TBD/lncl. above
TBD/Incl. above
TBD/lncl. above
TBD/lncl. above
TBD/Incl. above
Any and all drainage and storm drain improvements designed to meet the needs of development within CFD 23, including:
(a) excavation and grading, pipelines and appurtenances, outfalls and water quality measures, detention/retention basins, drainage pretreatment facilities, drainage ways/channels, pump stationt landscaping and irrigation; and access roads, gates, and fencing; and striping and signage and other improvements related thereto.

4. Drainase Svstem lmDrovements
TBDllncl. above
TBD/Incl. above
TBD/lncl. above
TBD/Incl. above
TBD/lncl. above
TBD/lncl. above
TBD/Incl. above

5. Wastewater Svstem lmprovements
Any and all wastewater facilities designed to meet the needs of development within CFD 23, including:
(a) pipelines and all appurtenances thereto;
(b) manholes;
{c) tie-in to existing main line;
(d) force mains;
(el lift stations;
(f) odor-control facilities; and
(g) permitting related thereto; and related sewer system improvements. #218407 v3 9223.2 A-2 Page 58
06/11/2024 Item No.4.

6. Park, Parkway, and Open Space lmprovements
Any and all improvements to parks, parkways and open space required for development within CFD 23, including:
{a) grading, turf, shrubs and trees, landscaping irrigation, site lighting, drainage, sanitary sewer and water service, pedestrian and bicycle trails, protective fencing (including soundwalls), pedestrian/bicycle bridges, storm drain crossings, wetland mitigation, hawk mitigation for authorized facilities herein, access gates and fencing and related open space improvements; TBD/Incl. above
(b) recreation center and amenities; S2o,ooo,ooo
TBD/Incl. above(c ) acquisition of any and all parkland as well as open space,/bike trail/public access easements required for development within CFD 23.

Footnotes:
lNote: For this Agreement, Acquisition lmprovements Limited to Authorized Facilities described in the Resolution of Formation for CFD 23, and components thereof.

S32,8oo,ooo

7. Soecifc Plan lnfrastructure Fee and lnfrastructure
The Specific Plan lnfrastucture Fee as well as any and all improvements that are in the Specific Plan lnfrastructure Fee Program adopted by the City Council on September 8, 2O!5, including any future amendments thereto.

By way of example, Developer may inlcude fee advances for Set Aside Fees, Roadways or Water System lmprovements.
#218407 v3 9223.2 A-3 Page 59
06/11/2024 Item No.4.

EXHIBIT B TO THE ACQUISITION AGREEMENT

DESCRIPTION OF ELIGIBLE PORTIONS
oF ACQUTSITION TMPROVEMENTS,

INCLUDING RELATED DESIGN COSTS
[Nonel
#218407 v3 9223.2 B-l Page 60
06/11/2024 Item No.4.

EXHIBIT C TO THE ACQUISITION AGREEMENT

DISBURSEMENT REQUEST FORM
(Acquisition Improvement or Eligible Portion)
To Folsom Ranch Financing Authority CFD Administrator (Community Facilities District No. 23) Improvement Area No. 7
Attention:

E-mail:

Phone:

Re Community Facilities District No. 23, Improvement Area No. 7 Disbursement
The undersigned, a duly authorized officer of the Developer, hereby requests a withdrawal from the City of Folsom Community Facilities District No. 23 Improvement Area No. 7 Acquisition and Construction Fund, as follows:

Request Date: [Insert Date of Request]
Withdrawal Amount: [Insert Acquisition Price/Installment Payment] Acquisition Improvements: [Insert Description of Acquisition Improvement(s)/Eligible Portion(s) from Exhibit Al
Payment Instructions: [Insert Wire Instructions or Payment Address for Construction Lender, or Developer or other Developer
designee provided by the Developer after termination of direct payments to Construction Lender per Section 2.07] The undersigned hereby certifies as follows:

The Withdrawal is being made in accordance with a permitted use of the monies pursuant to the Acquisition Agreement and the Withdrawal is not being made for the purpose of reinvestment.

None of the items for which payment is requested have been reimbursed previously from the Acquisition and Construction Fund.

If the Withdrawal Amount is greater than the funds held in the Acquisition and Construction Fund, the CFD Administrator is authorizedto pay the amount of such funds (excluding any amounts being retained therein as directed by the City in lieu of Performance and Payment Bonds and/or for punch list work) and to pay remaining amount(s) as funds are subsequently deposited in and/or become available for payment from the Acquisition and Construction Fund, should that occur.
#218407 v3 9223.2 c-1 Page 61
06/11/2024 Item No.4.

Developer:
[Name of Developer]
Authorized Representative
Approved By:

City of Folsom
City Eneineer
#218t+07 v3 9223.2 c-2 Page 62
06/11/2024 Item No.4.

EXHIBIT D TO THE ACQUISITION AGREEMENT

INSURANCE REQUIREMENTS
NOTE: The word "Consultant" in this Exhibit refers to either'oConsultant", "Developer" or "Contractor" as the term is used in the Agreement/Contract to which this Exhibit is attached.

A. During the term of this Agreement, Consultant shall maintain in ful1 force and effect at all times during the term of the contract, at its sole cost and expense, policies of insurance as set forth herein:

1. General Liability
a. General liability insurance including, but not limited to, protection for claims of bodily injury and property damage liability, personal and advertising injury liability and product and completed operations liability. b. Coverage shall be at least as broad as Insurance Services Office Commercial General Liability coverage form CG 0001 (occunence).
c. Claims-made coverage is not acceptable.
d. The limits of liability shall not be less than:

Each occurrence: One Million Dollars ($1,000,000)
Products & Complete.d Operations: One Million Dollars ($1,000,000) Personal & Advertising Injury: One Million Dollars ($1,000,000) If a general aggregate limit of liability is used, the minimum general aggregate shall be twice the 'each occurrence' limit or the policy shall contain an endorsement stating that the general aggregate limit shall apply separately to the project that is the subject ofthe contract.
e
f. If a products and completed operations aggregate limit of liability is used, the . minimum products and completed operation aggregate shall be twice the 'each occurrence' limit or the policy shall contain an endorsement stating that the products and completed operations aggregate limit shall apply separately to the project which is the subject of the contract.
g. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

2. AutomobileLiability:
a. Automobile liability insurance providing protection against claims of bodily injury and property damage arising out of ownership, operation, maintenance, or use of owned, hired, and non-owned automobiles.
b. Coverage shall be at least as broad as Insurance Services Office Automobile Liability coverage form CA 0001, symbol 1 (any auto).
#218407 v3 9223.2 D-1 Page 63
06/11/2024 Item No.4.
c The limits of liability per accident shall not be less than Combined Single Limit One Million Dollars ($1,000,000)
d. If Automobile Liability coverage, as required above, is provided by the Commercial General Liability form, the General Liability policy shall include an endorsement providing automobile liability as required above.

3. Workers' Compensation
a. Workers' Compensation lnsurance, with coverage as required by the State of California (unless the Consultant is a qualified self-insurer with the State of Califomia), and Employer's Liability coverage.
b. Employer's Liability Coverage with a limit not less than $1,000,000 per accident for bodily injury and disease.
c. Consultant shall sign and file with the City department responsible for this Agreement/Contract the Worker's Compensation Certificate contained in the Project Manual.

4. Insurance Required in the Supplementarv Conditions: Consultant shall be required to comply with all conditions as stipulated in the Standard Construction Specifications, any supplementary conditions and aly special provisions as applicable.

5. Professional Liability lnsurance: If required, errors and omissions, malpractice or professional liability insurance with coverage of not less than $1,000,000 per occuffence.

6. Other Insurance Provisions:
a. The Consultant's General Liability and Automobile Liability policies shall contain, or be endorsed to contain, the following provisions:
i. The City, its officials, employees, agents and volunteers shall be covered and specifically named as additional insureds on a separate endorsement as respects liability arising out of activities performed by or on behalf of the Consultant, products and completed operations of the Consultant, premises owned, occupied, or used by the Consultant, or automobiles owned, leased, hired, or borrowed by the Consultant in a form acceptable to the City Attomey.
ii. The Endorsement requirement may be satisfied with express provisions in the insurance policy(ies) which identifies any person or entity required to be included as an insured under the policy. A copy of the declarations page identifying the policy number, and pertinent provisions in the policy providing additional insured coverage shall be provided to the City. iii. The policy shall contain no special limitations on the scope of coverage afforded to the City, its officials, employees, agents or volunteers.

For any claims related to the project, the Consultant's General Liability and Automobile insurance coverage shall be primary insurance in their coverage of the City and its officers, offrcials, employees, agents, or volunteers, and any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

D-2
b.
#218407 v3 9223.2 Page 64
06/11/2024 Item No.4.
c. Any failure to comply with reporting or other provisions of the policies on the part of the Consultant, including breaches of warranties, shall not affect coverage provided to the City, its officers, officials, employees, agents or volunteers.
d. The Consultant's Workers Compensation and Employer's Liability policies shall contain an endorsement that waives any rights of subrogation against the City, its officers, officials, employees, agents, and volunteers. e. Each insurance policy shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, non-renewed, or materially changed except after 30 days prior written notice by certified mail has been given to the City. Ten days prior written notice by certified mail shall be given to the City in the event of cancellation due to nonpayment of premium.

7. Acceptability of Insurers: lnsurance is to be placed with insurers with a Bests' rating of no less than A:VII.

8. The Consultant shall furnish the City with Certificates of Insurance and endorsements or insurance binders, signed by a person authorized by the insurer to bind coverage on its behalf, evidencing the coverage required by this section, the Standard Specifications, Special Provisions and/or any Supplementary Conditions.

The Consultant shall furnish comnlete. certified conies of all reouired insurance nolicies. includins original endorsements snecificalll' reouired hereunder if requested.

9. The Consultant shall report, by telephone to the Project Manager within 24 hours, and also report in writing to the City within 48 hours, after Consultant or any Subcontractors or agents have knowledge of, any accident or occurrence involving death of or serious injury to any person or persons, or damage in excess of Ten Thousand Dollars ($10,000) to property of the City or others, arising out of any work done by or on behalf of the Consultant as part of the contract.

10. Such report shall contain:
a. the date and time of the occuffence,
b. the names and addresses of all persons involved, and c. a description of the accident or occuffence and the nature and extent of the injury or damage.

11. The City, at its discretion, may increase the amounts and types of insurance coverage required hereunder at any time during the term of the contract by giving 30 days written notice.

12. If the Consultant fails to procure or maintain insurance as required by this section, the Standard Specifications, and any Supplementary Conditions, or fails to furnish the City with proof of such insurance, the City, at its discretion, may procure any or all such insurance. Premiums for such insurance procured by the City shall be deducted and retained from any sums due the Consultant under the contract.

13. Failure of the City to obtain such insurance shall in no way relieve the Consultant from any of its responsibilities under the contract.
#218407 v3 9223.2 D-3

06/11/2024 Item No.4.

14. The making of progress payments to the Consultant shall not be construed as relieving the Consultant or its Subcontractors of responsibility for loss or direct physical loss, damage, or destruction occurring prior to final acceptance by the City.

15. The failure of the City to enforqe in a timely manner any of the provisions of this section shall not act as a waiver to enforcement of any of these provisions at any time during the term of the contract.

16. In the event Consultant carries Excess Liability Coverage, the Excess Liability Coverage shall apply to any and all claims related to the project on a primary and non-contributory basis, and the City's insurance or self-insurance coverage shall be excess to the Consultant's Excess Liability Coverage.
#218407v3 92232 D-4

06/11/2024 Item No.4.
m
Folsom City Council
Staff Re rt

RECOMMENDATION / CITY COUNCIL ACTION
Staff recommends the City Council approve Resolution No. 1 1205 - A Resolution Authorizing the City Manager to Execute a Non-Professional Services Agreement with Flex Ground to Replace the Existing Slide Landing Zone at Econome Park, and Appropriation of Contingency Funds.

BACKGRO / ISSUE
After an evaluation of the concrete slide at Econome Park, the Parks & Recreation Detrartment requested a bid to enlarge the existing concrete slide landing zone with poured- in-place rubber surfacing consistent with the rubber surfacing that was used at that location.

The new landing zone would reduce the distance from the ground to the bottom of the slide, greatly reducing the chance of injury.

POLICY / RULE
In accordance with Chapter 2.36.150 of the Folsom Municipal Code, notwithstanding any other provisions of this chapter, the city manager shall make, or authorize others to make, emergency procurement of supplies, equipment, services, or construction items when there exists athreatto public health, welfare, or safety; provided, that such emergency procurement shall be made with sufficient competition as is practicable under the circumstances. The 1 MEETING DATE: 6t1U2024
AGENDA SECTION: Consent Calendar
SUBJECT Resolution No. 11205 - A Resolution Authorizing the City Manager to Execute a Non-Professional Services Agreement with Flex Ground to Replace the Existing Slide Landing Zone at Econome Park, and Appropriation of Contingency Funds
FROM: Parks and Recreation Department

06/11/2024 Item No.5.
requesting department shall complete a waiver of bid format and submit it to the purchasing agent for filing with the city clerk. (Ord.723 $ 3 (part), 1991)

ANALYSN
Staff recommends that the City Council authorize the City Manager to execute an agreement with Flex Ground to repair and enlarge the landing zone for the concrete slide at Econome Park. Flex Ground was the only firm that provided a responsible quote.

FINAN IMPACT
The cost of replacing the existing slide landing is proposed to be financed from the General Fund's (Fund 010) contingency budget. Suffrcient funds for this emergency procurement are available in the General Fund's (Fund 010) contingency budget. Flex Ground has provided an estimate of $16,183.03 to replace the existing slide landingzone. Staff are also requesting contingency funding of l\Yo ($1,600.00) to cover any unknown conditions. Total project cost is 17,783.03.

Proi Costs:

Flex Ground Proposal
Funds
$16,183.03
$ 1,600.00
Total project Cost $17,783.03

ENVIRONMENTAL REVIEW
In accordance with the Catifornia Environmental Quality Act, the proposed project is Categorically Exempt per Article 19, 15300.1 - Relation to Ministerial Projects.

ATT

1. A Resolution Authorizingthe City Manager to Execute a Non-Professional Services Agreement with Flex Ground to Replace the Existing Slide Landing Zone at Econome Park, and Appropriation of Contingency Funds.

2. Flex Ground Proposal
Submitted,
2 Kelly Gonzalez,Parks & Recreation Director

06/11/2024 Item No.5.

Attachment 1
A Resolution Authorizingthe City Manager to Execute a Non-Professional Services Agreement with Flex Crfound to Replace the Existing Slide Landing Zone at Econome Park, and Appropriation of Contingency Funds

06/11/2024 Item No.5.

RESOLUTION NO. 11205
A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A NON.

PROFESSIONAL SERVICES AGREEMENT WITH F'LEX GROUND TO REPLACE

THE EXISTING SLIDE LANDING ZONE AT ECONOME PARK, AND
{PPROPRIATION OF CONTINGENCY F'UNDS
WHEREAS, the Parks & Recreation Department staff has validated the need to replace and enlarge the existing rubber poured-in-place surfacing at the Econome Park concrete slide; and WHEREAS' staff is recommending the City Manager accept the proposal from Flex Ground; and
WHEREAS, sufficient funds for this emergency procurement are available in the General Fund's (Fund 010) contingency budget; and
WHEREAS, the agreement will be in a form acceptable to the City Attorney:

NOW, THEREFORE' BE IT RESOLVED that the City Council of the City of Folsom authorizes the City Manager to accept the FlexGround proposal in the amount of $ I 6, 1 83 .03, along with a contingency of l\oh ($ 1 ,600) for a total proj ect cost of $ I 7 ,7 83 .03 and the Finance Director is authorized to appropriate an amount not to exceed $17,783.03 from the General Fund contingency budget.

PASSED AND ADOPTED this 1ltr day of June 2024, by the following roll-call vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmember(s):

Councilmember(s):

Councilmember(s):

Councilmember(s):

Michael D. Kozlowski, MAYOR
ATTEST:

Christa Freemantle, CITY CLERK
Resolution No. 11205

06/11/2024 Item No.5.

Attachment 2
Flex Ground Proposal

06/11/2024 Item No.5.
g ftex
GROUND
INNOV TIVE . QUALITY . SUfiFACING
FlexGround
Contact Name: Sandi Walsh
Address: 20'17 Opportunity Drive #10
City/State/Zip: Roseville, CA 95678
Phone: 916-474-5431
Fax:916-472-6904
Email Address: swalsh@fl exground.com
Sub Total and Line ltems Totals
lnclusions
Quote is valid for 30 days.

Quote includes all applicable taxes.

Quote includes Prevailing Wages.

Quote does not include:
- Bonds (Rate: 2.5%)
- Security fencing
- Dumpster
- Site prep
- Subbase prep

SITE PREP
Quote includes temporary security fencing around the perimeter oflhe work space.

Repair base in several areas of sloped PIP Area.

Quote includes the lnstallallon of 6L 1/2-Circle wlth 4" concrete pad.

Date:05fi32024
Econome Park Fix & Seal Rev 5.13.2024 (PW)
cA24-F&S
Gity of Folsom
Client: Chris Okeefe
Address: 50 Natoma St.

City/State/Zip: Folsom, CA, 95630
Phone: (916) 663-8918
Mobile:

Email Address: [email protected]
Estimate Code: 49507
Econome Park Fix & Seal Rev 5.13.2024 - 1900 Parkway Dr. N., Folsom, cA 95630 Description Quantity Unit Unit Cost Total
1- Temporary Fencing $2,193.23
3- Site Prep- Concrete Pad $5,791.50
4- EnduraFlex 20.0 SF $175.26 $3,505.13
5- FlexCoat 1910,0 SF $2.46 $4,693.17
TotalEstimate $16,183.03
Estimate:49507 Econonre Park Fix & Seal Rev 5.13.2024 (PW) CA24- F&S
Page Number: 1

06/11/2024 Item No.5.
ti
flex
GROUND
INNOV IIVE . QUALW . SUltF C|NG
Date:05fi32024
above.

Please Note:; oui oerformance and oavment bonds rate is 2.5o/o.- F;t#;'5ijii;;i";;uliii#;i; irbimiitv?6-72-r'oirrs and can vary dependins on weather conditions. oroiect. Varvinq climate and pr-o6"t plri.iirrs rav ltfdci "onsistency
in design, including: color variation(s), trowel marks and other minor visible flaws. * Oiders fof pr6mium color requ'ires a 8-10 week lead time.

ENDURAFLEX
Quote includes 20 sf of EnduraFlex with a '100% Premium color TBD with ALIPHATIC urethane binden euote includes a 2.5" system comprised of a 2.0" cushion layer and a 0.5" wear layer accounting for up to a 5' fall height.

FLEXCOAT
Quote includes romoving excess dobris with hlgh power€d blower and as needed.

Quote lncludes 1,910 sf ofAllphatlc Flexooat.
vlsiblo "white" areas where the urelha
euantities as noted on proposal. lf project requires additional quantities, a change order at the per square foot rate must be received prior to installation,
Client Responsible Party Date
Terms and Gonditions
FlexGround warrants that newlv installed surfacing will meet or exceed HIC (Head lmpact Criteria), as set out in ASTM -Standar!;1192' corresponding only.to the . ir6i[ "i+"*;tiG''ii
ins]airlo lj"i Fi"ibr*ro i oificiar rarrxeigril ihirt. eyiigning b'elow, client acknowledges that.Hlc a1Q ASTM guarantees applv onlv to newlv ffirr;'ij6;i ;;tn;s;Glts ;#;ii;;;;;ifi ilt 6f the aodvd meniioned standards (1.e. sand present around-the pad misrating into the pad and renderins it non- i.dioiianiriin filC jtandarUs). FoiOetaits on hirw best to exiend ihe compliant life of a pad, piease see our WanantyStandarris and Maintenance Procedures. iiiFiri#Jii-'liiii"g, F[;c.r;i-o6ll nodguaii"ieelnatltJieiommendations will bring a pad into compliance with the above mentioned HlC, ASTM orADA standards.
ilil'dlib"p"rjsar becomes a binding contract upon signature and deliveryby Responsible Party. By signing below, the Responsible Party isaccepting.the terms, color, design, sub base or rquui" io&{gJii r."quireo, u rev6"o iiopot-l'wiil be required before installalion can begin. Proposal is sublect to the terms specified and is b;;;b6 i;fd;iton provioeol'Fjrctri5dshusi oe sbcureo wiitiiSoT" oepoiit anf accompanied by signed acceplance of this proposal before installation begins. d;ilr;;;"i;a-,ln acc6iaanc[ *itn ini-s agrlement, to any s-uctr entity. Please-cohtact yourAccount Manager regarding any questions or information needed to assist vou with vour order.
contract. client will ne charqed,-dt "'i;irnlm; f; ;ll maieiiat, inientory, labor, mobilization arid ririscellaneous costs which mav have been incurred' - riohi io can"cel this contract in the event that such factors effect the final dcope of work 1s proposed herein' Stafford lndustries
Estimate: 4950'7 Econonre Park Fix & Seal Rev 513.2024 (PW) CA24- Page Nurnber: 2 F&S

06/11/2024 Item No.5.
r=
flex
GROUND
INNOV IIVE . QUAL|IY . SUIIFACTNG
FlexGround Date
CALic#1102706 I DIR #1001030031 I ORLic#242329
Date: 0511312024
Estimate: 49507 Econome Park Fix & Seal Rev 5'13.2024 (PW) CA24- F&S
Page Nuntber: 3

06/11/2024 Item No.5.
ffi
Folsom City Council
Staff ort
MEETING DATE: 61tU2024
AGENDA SECTION: Consent Calendar
SUBJECT: Resolution No. I l2lI - A Resolution Authorizingthe City Manager to Execute an Agreement with Commercial Pump and Mechanical lnc. for Pump Maintenance and Repair Services on an As-Needed Basis for Water and Wastewater Facilities
FROM: Environmental and Water Resources Department

RECOMMENDATION / CITY COUNCIL AETIQN
The Environmental and Water Resources Department recommends that the City Council pass and adopt Resolution No. 11211 - A Resolution Authorizing the City Manager to Execute an Agreement with Commercial Pump and Mechanical Inc for Pump Maintenance and Repair Services on an As-Needed Basis for Water and Wastewater Facilities.

BACKGROI IND / ISSIIE
The Environmental and Water Resources Department has developed a pump maintenance and repair program through ongoing condition assessment. Through these efforts, pump maintenance and repair services are required on an as-needed basis to keep various water and wastewater facilities running effi ciently.

In April of 2024,the City of Folsom sent out a request for statement of qualifications to contractors for pump maintenance and repair services at select City of Folsom water and wastewater facilities.

Through a competitive selection procsss, Commercial Pump & Mechanical Inc was selected to perform pump maintenance and repair services on an as-needed basis at various water and wastewater facilities.

This resolution will authorize the City Manager to execute an agreement with Commercial Pump & Mechanical Inc for pump maintenance and repair services on an as-needed basis at various water and wastewater facilities in the amount of $725,000 over a S-year period.

I

06/11/2024 Item No.6.

POLICY / RULE
In accordance with Chapter 2.36 of the Folsom Municipal Code. supplies, equipment, services, and construction with a value of $73,209 or greater shall be awarded by City Council.

ANALYSIS
In April of 2024, the Environmental and Water Resources Department issued a Request for Qualifications (RFQ) for providing pump maintenance and repair services at select City of Folsom water and wastewater facilities. Respondents to the RFQ are expected to provide pump maintenance and repairs on an as-needed basis at the City of Folsom Water Treatment Plant, various water pump station sites and various wastewater facilities within the City. Typical pump related services required in order to maintain the City's water and wastewater facilities include the following:

On May I0, 2024, EWR received proposals from J&J Pumps, Inc., Commercial Pump and Mechanical, Inc. (CPM Ina.), Loewen Pump Maintenance (Loewen) and Xylem Water Solutions USA Inc. (Xylem).

Three EWR staff members completed a technical evaluation of the proposals. The proposals were reviewed and scored for project undorstanding, project tearn staffing, and recent relevant experience. The technical evaluations were scored as shown in Table I based on a maximum technical score of 75.

Table l: Technical Evaluation Scores
Consultant EWR 1 EWR 2 EWR 3 Total Average
J&J Pumps, Inc. 70 68 70 208 69.3
CPM Inc 72 70 70 2r2 70.6
Loewen 62 62 62 186 62
Xylem 60 58 57 175 58.3
Based on this evaluation, CPM Inc. was selected to provide on-call pump maintenance and repair services. CPM Inc. was determined to provide the best value to the city based on the wide range of available crane sizes, their ability to perform a full range of pump repairs based on water and wastewater pump types and manufactures, and past project experience involving work of similar scope and complexity including staff coordination and technical knowledge and expertise for this type of work.
2 Page 76
06/11/2024 Item No.6.

The Environmental and Water Resources Department recommends that the City Council authorize the City Manager to execute an agreement with CPM Inc. for pump maintenance and repair services on an as-needed basis at various water and wastewater facilities in the amount of $725,000.

FINANCIAL IMPACT
The five-year agreement will be for a total not-to-exceed amount of $725,000. Sufficient funds are budgeted and available at $95,000 in the Water Operating Fund (Fund 520) and $50,000 in the Wastewater Operating Fund (Fund 530) in FY 2024-25 budget and will be made available through the budget process in each of the four additional fiscal years (FY 2025-26, FY 2026-27,FY 2027- 28, FY 2028-29).

ENVIRONMENTAL REVIEW
This project is a rehabilitation project of existing infrastructure; and therefore, is categorically exempt from environmental review under the California Environmental Quality Act as noted in Title 14 - California Code of Regulations, Chapter 3 - Guidelines for Implementation of the California Environmental quality Act, Article 19 - Catdgorical Exemptions, Section 15302 - Replacement or Reconstruction.

ATTACHMENT
ResolutionNo.'11211-AResolutionAuthorizingtheCityManagertoExecuteanAgreementwith Commerpial Pump and Mechanical Inc. for Pump Maintenance and Repair Services on an As- Needed Basis for Water and Wastewater Facilities.

Submitted,
Marcus Yasutake, Director

ENVIRONMENTAL AND WATER RESOURCES DEPARTMENT
J Page 77
06/11/2024 Item No.6.

RESOLUTION NO. I12II,

A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH COMMERICAL PUMP AND MECHANICAL INC. FOR PUMP MAINTENANCE AND REPAIR SERVICES ON AN AS.NEEDED BASIS FOR WATER

AND WASTEWATER F'ACILITIES
WHEREAS, the City is currently implementing its pump rehabilitation and replacement program through condition assessment; and
WHEREAS, the City of Folsom has identified this service as necessary in order to maintain efficient operation at various water and wastewater facilities; and WHEREAS, Commercial Pump and Mechanical Inc. by reason of their past experience and abilities for performing these types of services, are qualified to perform the required work; and
WHEREAS, sufficient funds have been included in the FY 2024-25 budget in the Water Operating Fund at $95,000 (Fund 520) and Sewer Operating Fund at $50,000 (Fund 530), and will be budgeted through the budget process in FY 2025-26,FY 2026-27, FY 2027-28,FY 2028-29; and
WHEREAS, the agreement will be in a form acceptable to the City Attorney:

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Folsom authorizes the City Manager to execute an agreement with Commercial Pump and Mechanical Inc. for pump maintenance and repair services on an as-needed basis at various water and wastewater facilities for a not-to-exceed amount of $725,000 over the next five years.

PASSED AND ADOPTED on this 1lft day of June 2024, by the following roll-call vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmember(s):

Councilmember(s):

Councilmember(s):

Councilmember(s):

Michael D. Kozlowski, MAYOR
ATTEST
Christa Freemantle, CITY CLERK
Resolution No. I1211

06/11/2024 Item No.6.

Folsom City Council
Staff Re ort

RECOMMENDATION / CITY COTJNCIL ACTIQN
Staff recommends that the City Council move to adopt Resolution No. 11212 - A Resolution Authorizing the City Manager to Execute Non-Exclusive Agreements with Approved Licensed Contractors to Implement the Sacramento Housing and Redevelopment Agency Inter-Agency Contract for the Seniors Helping Seniors Home Repair Program.

BACKGROUND / ISSUE
On June 13 ,2023 , the City Council approved Resolution No. 1 1045 which authorized the City Manager to execute an agreement with the Sacramento Housing and Redevelopment Agency (SHRA) for continued participation in the Community Development Block Grant (CDBG) Program from January I,2024 to December 31, 2026. As part of the City's participation in CDBG, the City Manager will contract with SHRA to receive $200,000 in CDBG funds to subsidize the City of Folsom Seniors Helping Seniors (SHS) Program for FY 202412025.

On May 23,2023, the City Council approved Resolution No. 11038 authorizing the City Manager to execute agreements with a total of five contractors (Benchmark Plumbing, F.L.

Electric Service Company, Gray Construction and Securement Services, Inc., Roseville Sheet Metal Inc., and Sacramento City Building Co.) to perform contractor services in accordance with the SHRA Seniors Helping Seniors Inter-Agency Contract. 1 MEETING DATE: 61tU2024
AGENDA SECTION: Consent Calendar
SUBJECT: ResolutionNo. 11212 - A Resolution Authorizingthe City Manager to Execute Non-Exclusive Agreements with Approved Licensed Contractors to Implement the Sacramento Housing and
Redevelopment Agency Inter-Agency Contract for the Seniors Helping Seniors Home Repair Program
FROM: Community Development Department

06/11/2024 Item No.7.

For Fiscal Year 2023-24 the City Manager approved annual contracts with the five Senior Helping Seniors contractors. The five existing non-exclusive agreements will terminate on June 30, 2024 and staff is recommending that the City Manager be authorized to execute new contracts with the same five contractors which will be in effect until June 30,2025 including a not-to-exceed amount of $200,000 (total aggregate amount for all contractors) consistent with the City's CBDG funding allocation.

POLICY / RULE
In accordance with Section 2.36.120 of the Folsom Municipal Code, City Council approval is required for professional services contracts in excess of $73,209.

ANALYSIS
The Seniors Helping Seniors Home Repair Program is available to all low-income, age- qualified senior citizens who reside in the City of Folsom. The program is designed to assist those seniors who do not have the assets or financial capability to make necessary home repairs related to health and safety. Both manufactured homes and non-manufactured homes are eligible for the program. On average, the City's SHS Program responds to over three hundred calls for service each year.

A total of five contractors previously submitted their qualification packages to the City and currently perform contractor services in accordance with the Seniors Helping Seniors Home Repair Program. With approval of this resolution and the necessary contracts (not-to-exceed a combined total of $200,000 for all said contracts), the following contractors will continue to assist the City with providing contractor services as needed for the SHS Program:

Benchmark Plumbing
F.L. Electric Service Company
Gray Construction and Securement Services, Inc
Roseville Sheet Metal Inc.

Sacramento City Building Co.

Each ofthe five contractors are qualified to provide a range ofcontracting services necessary for the SHS Program, are in good standing, and evaluated on the merits of their work in recommending new contracts. Furthermore, allfive contractors are experienced in small home repairs and.working with low-income senior citizens andlor physically disabled homeowners.

FINANCIAL IMPACT
There is no financial impact to the City's General Fund. The CDBG funding program requires the expenditure of funds with reimbursement requested and therefore the Community Development Block Grant Fund (Fund 201) is utilized to cover the upfront contractor and material costs and invoices are sent to SHRA monthly for reimbursement from the grant proceeds. For the Fiscal Year 2024-25, a total of $200,000 of the Community Development

1. 2.
aJ.

4. 5.
2 Page 80
06/11/2024 Item No.7.

Block Grant Fund (Fund 201) has been appropriated for the SHS Program to cover the cost of materials and outside contractors.

ENVIRONMENTAL REVIEW
This action by the City Council is exempt from environmental review pursuant to Section 15061(b)(3) (iteview for Exemption) of the Califomia Environmental Quality Act.

ATTACHMENT
Resolution No. 11212 - A Resolution Authorizing the City Manager.to Execute Non-Exclusive Agreements with Approved Licensed Contractors to Implement the Sacramento Housing and Redevelopment Agency Inter-Agency Contract for the Seniors Helping Seniors Home Repair Program
Submitted,
Pam Johns, Community Development Director
3 Page 81
06/11/2024 Item No.7.

RESOLUTION NO. II2I2

A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE
NON.EXCLUSIVE AGREEMENTS WITH APPROVED LICENSED CONTRACTORS

TO IMPLEMENT THE SACRAMENTO HOUSING AND REDEVELOPMENT
AGENCY INTER.AGENCY CONTRACT FOR THE

SENIORS HELPING SENIORS HOME REPAIR PROGRAM
WHEREAS, Resolution No. 11045, adopted by the City Council on June 13, 2023, authorized the City Manager to execute an agreement with the Sacramento Housing and Redevelopment Agency (SHRA) for continued participation in the Community Development Block Grant (CDBG) Program from January 1,2024 to December 31, 2026; and WHEREAS, funds from the CDBG Program subsidize the City's Seniors Helping Seniors (SHS) Program, which provides eligible senior citizens in the City with financial assistance to repair and remedy health and safety hazards in their homes; and WHEREAS, SHRA has allocated $200,000 in CDBG funds to subsidize the City's SHS Program for Fiscal Year 2024-25; and
WHEREAS, the City Manager is required to enter into an Inter-Agency Contract with SHRA to receive the allocated $200,000 CDBG funds; and
WHEREAS, the CDBG funding program requires the expenditure of funds with reimbursement requested; and
WHEREAS, the proposed Fiscal Year 2024-25 Budget, includes an appropriation of $200,000 in the Community Development Block Grant Fund (Fund 201) for the SHS Program; and
WHEREAS, contractors are selected based on their professional qualifications and experience to perform services under the SHS Program; and WHEREAS, the five contractors (Benchmark Plumbing, F.L. Electrical Service Company, Gray Construction and Securement Services, Inc., Roseville Sheet Metal Inc., and Sacramento City Building Co.) have existing contracts with the City for performing this work to June 30,2024; and
WHEREAS, in accordance with Chapter 236 of the Eolsom Municipal Code, contracts of $73,209 or greater shall be approved by the City Council.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Folsom hereby authorizes the City Manager to execute non-exclusive contracts for professional licensed contractor services with Benchmark Plumbing, F.L. Electric Service Company, Gray Construction and Securement Services, Inc., Roseville Sheet Metal Inc., and Sacramento City Building Co., to Resolution No. 11212
Page I of2

06/11/2024 Item No.7.
render services under the City's SHS Program through June 30, 2025, not-to-exceed a combined total of $200,000 for all said contracts.

PASSED AND ADOPTED this 1lth day of June 2024, by the following roll-call vote:

AYES: Councilmember(s):

NOES: Councilmember(s):

ABSENT: Councilmember(s):

ABSTAIN: Councilmember(s):

Michael D. Kozlowski, MAYOR
ATTEST:

Christa Freemantle, CITY CLERK
Resolution No. lI2l2
Page2 of2

06/11/2024 Item No.7.

This page is intentionally left blsnk
to focilitote double - side d printing
snd minimize paper ttse.

CITY OF

DISTINCTIVE BY NATURE
FOLSOl\{

06/11/2024 Item No.7.

Folsom City Council
Staff Re ort

RECOMMENDATION / CITY COUNCIL ACTION
Staff recommends the City Council approve ResolutionNo. 11213 ^ A Resolution Authorizing the City Manager to Execute the Assignment and Assumption Agreement with Terry Gold, dba Golden Spike Entertainment, and Truson Buegel, Consenting to the Assignment of the Folsom Valley Railway Concession Agreement atCiIy Lions Park.

BACKGROUND / ISSUE
Folsom City Lions Park, located at 403 Stafford Street, has served as the site for the scale live- steam train railway since 1970. Terry and Geri Gold, dba Folsom Valley Railway, aka Golden Spike Entertainment, acquired the train concession from the previous owner in the early 1990s uttd ha'ne operated as the concessionaire since then. Golden Spike Entertainment owns and operates the complete railway, equipment, and structures apart from the boarding platform that is owned by the City.

In February 2008, staff conducted a Request for Proposals (RFP) for the Scale Live-Steam Train and Snack Bar Concessions. Terry and Geri Gold, dba Golden Spike Entertainment, submitted a proposal for both the Scale Live-Steam Train and Snack Bar Concessions, while the City of Folsom Zoo Sanctuary submitted a proposal for the Snack Bar Concession operations only.

Subsequently, at the October 27,2009, City Council Meeting, Council passed Resolution No. 8572 (Attachment 2), avthorizing the City Manager to Execute a Train Concession Agreement I
MEETING DATE: 61tU2024
AGENDA SECTION: Consent Calendar
SUBJECT: Resolution No. I l2l3 - A Resolution Authorizing the City Manager to Execute the Assignment and Assumption Agreement with Terry Gold, dba Golden Spike Entertainment, and Truson Buegel, Consenting to the Assignment of the Folsom Valley Railway Concession Agreement at City Lions Park
FROM: Parks and Recreation Department

06/11/2024 Item No.8.
with Golden Spike Entertainment at Folsom City Lions Park. The Snack Bar Concessions were awarded to the City of Folsom Zoo Sanctuary. The current agreement with Golden Spike Entertainment for the train operations is set to continue through December 3I,2024 (Attachment 3).

In February 2024,staff requested direction from the City Council on the future of the steam train operations at Folsom City Lions Park. During the meeting, Terry Gold presented the City Cbuncil with information regarding potential buyers for the operation. During the discussion, the City Council expressed unanimous support for the continuation of train operations under new ownership.

Subsequently, Terry and Geri Gold met with all prospective buyers and identified Truson V.

Buegei and Stephanie Bea Roy as the chosen buyers. Mr. Buegel's selection was based on his exteisive "*p.rtir.
in steam train operations and maintenance and for his tenure operating trains at Disneyland Park. Mr. Buegel intends to maintain the existing hours of operation, thereby ensuring minimal disruption to visitors.

POLICY / RULE
A1l powers of the City shall be vested in the City Council except as otherwise provided by the City Charter. Section 2.02 of the City Charter.

ANALYSIS
In response to the City Council's direction, Terry and Geri Gold began further discussions with various prospective buyers. While the final decision rested with Terry and Geri Gold and his chosen b.tyet, the selection process was characterizedby an evaluation of candidates' qualifications and alignment with the City Council's direction. Truson Buegel emerged as the prefened candidate due to his recent relocation to Folsom, extensive ties to the railroad community, and notable expertise in steam train operations and maintenance.

This selection supports a strategic decision to ensure continuity of service and excellence in the operation of the tail*ay at City Lions Park. Mr. Buegel's background not only aligns with the .ttublirh"d standards set by Mr. Gold but also positions him as a capable steward who can effectively navigate the complexities of managing a community asset. By assuming the existing concession agreement and committing to maintaining operational consistency, Mr. Buegel's appointment signifies a seamless transition.

FINAN IMPACT
There will be no change in the financial impact on the City of Folsom.

ENVIRONMENTAL REVIEW
The recommended action of the City Council is not a project as defined by the California Environmental Quality Act (CEQA) and therefore does not require environmental review 2 Page 86
06/11/2024 Item No.8.

ATTACHMENTS

1. Resolution No. 1 l2l3 - A Resolution Authorizing the City Manager to Execute the Assignment and Assumption Agreement with Terry Gold, dba Golden Spike Entertainment, and Truson Buegel, Consenting to the Assignment of the Folsom Valley Railway Concession Agreement at Crty Lions Park.

2. Resolution No. 8572 - A Resolution Authorizingthe City Manager to Execute a Train Concession Agreement with Golden Spike Entertainment at Folsom City Lions Park.

Submitted,
Kelly Gonzalez, Parks & Recreation Director
J Page 87
06/11/2024 Item No.8.

Attachment I
ResolutionNo. 11213 -AResolution Authorizing the City Manager to Execute the Assignment and Assumption Agreement with Terr)' Gold, dba Golden Spike Entertainment, and Truson Buegel, Consenting to the Assignment of the Folsom Valley Railway Concession Agreement at City Lions Park

06/11/2024 Item No.8.

RESOLUTION NO. II2I3

A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE THE

ASSIGNMENT AND ASSUMPTION AGREEMENT WITH TERRY GOLD, DBA

GOLDEN SPIKE ENTERTAINMENT, AND TRUSON BUEGEL, CONSENTING TO

THE ASSIGNMENT OF THE FOLSOM VALLEY RAILWAY CONCESSION

AGREEMENT AT CITY LIONS PARK
WHEREAS' Folsom City Lions Park, located at 403 Stafford Street, has hosted the scale live-steam train railway since 1970, with Terry and Geri Gold, operating as Folsom Valley Railway, dba Golden Spike Entertainment, acquiring the train concession in the early 1990s and overseeing operations since, excluding the boarding platform owned by the City; and WHEREAS, in February 2008, city staff issued a Request for Proposals (RFP) for the Scale Live-Steam Train and Snack Bar Concessions, resulting in Terry and Geri Gold, dba Golden Spike Entertainment, submitting a proposal for both concessions, while the City of Folsom Zoo Sanctuary submitted a proposal solely for the Snack Bar Concession; and WHEREAS' on Octob er 27 , 2009 , City Council passed Resolution No. 8572, authorizing the City Manager to execute a Train Concession Agreement with Golden Spike Entertainment, with the Snack Bar Concessions awarded to the Folsom City Zoo Sanctuary, and the current agreement with Golden Spike Entertainment set to expire on December 31, 2024; and ' WHEREAS, in February 2024, city staff sought City Council guidance regarding the future of the steam train operations at Folsom City Lions Park, leading to unanimous Council support for continuing operations under new ownership; and WHEREAS, Terry and Geri Gold identified Truson V. Buegel and Stephanie Bea Roy as the selected buyers, based on his expertise in steam train operations and maintenance, including experience at Disneyland Park, with Mr. Buegel intending to maintain existing hours of operation to minimize visitor disruption; and
WHEREAS' the sale of the Folsom Valley Railway was finalized on May 13, 2024, WHEREAS, the agreement will be in a form acceptable to the City Attorney:

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Folsom authorizes the City Manager to execute the assignment and assumption of the Folsom Valley Railway concession agreement at Folsom City Lions Park to Truson V. Buegel and Stephanie Bea Roy.

PASSED AND ADOPTED this 11 day of June,2024, by the following roll-call vote:

AYES:

NOES:

ABSENT:

Resolution No. ll2l3
Page I of2
Councilmember(s):

Councilmember(s):

Councilmember(s):

06/11/2024 Item No.8.

ABSTAIN: Councilmember(s):

ATTEST:

Michael D. Kozlowski, MAYOR
Christa Freemantle, CITY CLERK
Resolution No. 11213
Page2 of2 Page 90
06/11/2024 Item No.8.

Attachment 2
Resolution No. 8572 - A Resolution Authorizing the City Manager to Execute a Train Concession Agreement with Golden Spike Entertainment at Folsom City Lions Park

06/11/2024 Item No.8.

RESOLUTION NO.8572

A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A TRAIN

CONCESSION AGREEMENT WITH GOLDEN SPIKE ENTERTAINMENT AT

FOLSOM CITY LIONS PARK /
WHEREAS, Folsom Valley Railway/Golden Spike Entertainment has been successfully operating the Train Concession at Folsom City Lions Park since the early 1990's; and WHEREAS, staff oonducted a Request for Proposals (RFP) for the Soale Live-Steam Train and/or Snack Bar Concessions; and
WHEREAS, Golden Spike Entertainment was the sole Train Concession proposal; and WHEREAS, the Parks and Recreation Commission recommended extending the Folsom Valley Railway/Golden Spike Entertainment Train Concession Agreement for a five-year base term with the city's sole discretion to renew for another five-years; and NOW TIIEREFORE, BE IT RESOLVED that the City Council of the City of Folsom hereby authorizes ttre City Manager to execute a Train Concession Agreement with Golden Spike Entertainment at Folsom CityLions Park.

PASSED AltD ADOPTED this 27h day of October z}Og,by the following roll-call vote:

AYES: , Council Member(s): Howell, Morin, Sheldon' Starsky, Miklos NOES:

ABSENT:

ABSTAIN:

Council Membeds): None
Counoil Member(s): None
CouncilMember(s); None
ATTEST:

Cluista Schmidt, CITY CLERK
Resolution No.8572
Pagc I ofl
(

06/11/2024 Item No.8.

Folsom City Council
Staff Re rt

RE,COMMENDATION / CITY COUNCIL ACTION
Staff recommends the City Council adopt Resolution No. 1 l2I4 - A Resolution Approving the Preliminary Engineer's Report for the Following Landscaping and Lighting Districts for Fiscal Year 2024-2025 and Setting Public Hearing for American River Canyon North, American River Canyon North No. 2, American River Canyon North No. 3, Blue Ravine Oaks, Blue Ravine Oaks No. 2, Briggs Ranch, Broadstone, Broadstone No. 4, Broadstone Unit No. 3, Cobble Ridge, Cobble Hills Ridge Il/Reflections II, Folsom Heights, Folsom Heights No. 2,Hannaford Cross, Lake Natoma Shores, Los Cerros, Natoma Station, Natoma Valley, Prairie Oaks Ranch, Prairie Oaks Ranch No. 2, Prospect Ridge, Sierra Estates, Silverbrook, Steeplechase, The Residences at American River Canyon, The Residences at American River Canyon II, Willow Creek Estates East, Willow Creek Estates EastNo. 2, Willow Creek Estates South, and Willow Springs.
1 MEETING DATE: 611U2024
AGENDA SECTION: Consent Calendar
SUBJECT: Resolution No. 1 1214 - A Resolution Approving the Preliminary Engineer's Report for the Following Landscaping and Lighting Districts for Fiscal Year 2024-2025 and Setting Public Hearing for American River Canyon North, American River Canyon
North No. 2, American River Canyon North No. 3, Blue Ravine Oaks, Blue Ravine Oaks No. 2, Briggs Ranch, Broadstone, Broadstone No. 4, Broadstone Unit No. 3, Cobble Ridge, Cobble Hills Ridge ll/Reflections II, Folsom Heights, Folsom Heights No. 2, Hannaford Ctoss, Lake Natoma Shores, Los Cerros, Natoma Station, Natoma Valley, Prairie Oaks Ranch, Prairie Oaks Ranch No. 2, Prospect Ridge, Sierra Estates, Silverbrook, Steeplechase, The Residences at American River Canyon, The Residences at American River Canyon II, Willow Creek Estates East, Willow Creek Estates East No. 2, Willow Creek Estates South, and Willow Springs
F'ROM: Parks and Recreation Department

06/11/2024 Item No.9.

BACKGROUND / ISSUE
The City of Folsom has thirty existing Landscaping and Lighting Districts. Each year, as part of the annual assessment process, an Engineer's Report must be prepared in accordance with the requirement of Article 4 of Chapter 1 of Part 2 of Division 15 of the Streets and Highways Code andthe Landscaping and Lighting Act of 1972.

The Engineer's Report for Fiscal Year 2024-2025 will address all thirty districts in one report and will be submitted for final approval to the City Council.

On February 27, 2024, the City Council approved Resolution No. I ll73 - A Resolution Directing the Preparation of Engineer's Report for the Following Landscaping and Lighting Districts for Fiscal Year 2024-2025 American River Canyon North, American River Canyon North No. 2, American River Canyon North No. 3, Blue Ravine Oaks, Blue Ravine Oaks No. 2, Briggs Ranch, Broadstone, Broadstone No. 4, Broadstone Unit No. 3, Cobble Ridge, Cobble Hills Ridge IliReflections II, Folsom Heights, Folsom Heights No. 2, Hannaford Cross, Lake Natoma Shores, Los Cerros, Natoma Station, NatomaValley, Prairie Oaks Ranch, Prairie Oaks Ranch No. 2, Prospect Ridge, Sierra Estates, Silverbrook, Steeplechase, The Residences at American River Canyon, The Residences at American River Canyon II, Willow Creek Estates East, Willow Creek Estates East No. 2, Willow Creek Estates South, and Willow Springs Landscaping and Lighting Assessment Districts within the City of Folsom for FY 2024-25.

The attached resolution approves the Preliminary Engineer's Report for the thirty districts, declares the continued assessment for each district and sets the date of the public hearing for final approval of the Engineer's Report. The attached Preliminary Engineer's Report for FY 2024-25 addresses all thirty districts in one report and is submitted for City Council review and approval. Included within the report are the following for each district:

A. Plans and specifications for the maintenance of the improvements (on file in the Parks and Recreation Department).

B. Cost estimates of maintaining the improvements.

C. Diagram of the assessment districts.

D. Estimated costs for maintaining the improvements.

Under the provision of Section 54954.6 of the Government Code, each year a public meeting and public hearing are to be held on the levy of assessments. The attached resolution sets the public hearing for the July 23,2024 City Council meeting'

POLICY / RIII,E
The City Council is required to adopt a resolution approving the Preliminary Engineer's Report as part of the annual assessment process pursuant to Article 4 of Chapter 1 of Part 2 of Division 15 of the Streets and Highways Code (Landscaping and Lighting Act of 1972). The City Council is also required to adopt a resolution declaring intention to levy and collect 2 Page 94
06/11/2024 Item No.9.
assessments pwsuant to Section 54954.6 of the Government Code and Section 22624 of the Streets and Highways Code.

ANALYSIS
The attached Preliminary Engineer's Report (Attachment 2) prepared by the Engineer of Record, NBS Government Financing Group, is for all thirty Landscaping and Lighting Districts for FY 2024-25. This report (one for each district and combined into one document) is submitted for City Council review and has been prepared in accordance with the Streets and Highways Code and includes the following: plans and specifications, estimated costs and budgets, method of apportionment, the proposed assessment for FY 2024-25, and the assessment diagram.

Assessment to Properties
The rate of assessment to properties within each district is shown in the table provided under the financial impact section of this staff report. The provided table also shows the maximum authorized rate of assessment, and the CPI or inflator if applicable on a district-by-district basis. We also provided the not to exceed CPI percentage for this fiscal year for reference.

Installment Summar.v
The installment summaries describe short-term installments collected pursuant to Section 22660 of the Streets and Highways Code to meet the districts' future repair and replacement needs anticipated to occur within an approximate five-year time frame, as well as long-term installments collected to meet those future needs anticipated to occur within 5 to 30-year time frames.

Comparison to Last Year
District budgets for this upcoming year will continue focusing on improvements and restorations that enhance each district's commitment to water conservation, prolonging assets life, drought tolerant landscaping improvements, fire safety, and tree stewardship. As such, some districts will be retrofitting and centralizing inigation controllers, inventorying street trees, changing out plant materials to water wise varietals, and converting over to LED Streetlights. Many of the Crty's districts are over 20 years old and do not have escalators built into their rates to track with cost-of-living increases and economic changes. As such, districts being monitored for future outreach regarding a new assessment overlay district are Briggs Ranch (33 years old), and Hannaford Cross (33 years old), and Cobble Ridge II / Reflections II (30 years old). Lastly the City will be continuing outreach for an increase inNatoma Station in the 2024-2025 Fiscal Years.

J Page 95
06/11/2024 Item No.9.

F'INANCIAL IMPACT
Each Landscaping and Lighting District levies and collects funds to cover operating and maintenance costs. There is no fiscal impact to the City of Folsom General Fund. Below is a swnmary of the proposed assessments for FY 2024-25. One (1) district is being removed from the tax roll (Union Square because it has an HOA that manages the landscape areas).

S102.94 No lnflatorsr02.94American Rlver Canyon North

77.70 No lnflator77.70Amerlcan River Canyon North No.2
312.96 CPI NTE 3%312.95Amerlcan Rlver Canyon North No. 3 No lnflator218.60 218.60Blue Ravlne Oaks
110.93 110.92 CPI NTE 3%Blue Ravine Oaks No. 2
No lnflator122.28 122.28Briggs Ranch
154.99 164.98 No InflatorBroadstone
cPr41.91 41.90Broadstone No.3

42.40 CPI NTE 3%42.NBroadstone No. 4-Zone A

40.39 40.38 CPI NTE 3%Broadstone No.4{one B
FY 2AZ4/2s
Maximum
Authorized Rate
Maximum
Assessment
lnf latorD i strict Pr sed Rate
tY 2024/2s
4 Page 96
06/11/2024 Item No.9.

39.80 CPI NTE 3%39.81Broadstone No. 4-Zone C

39.05 39.04 CPI NTE 3%Broadstone No.4-Zone D
113.14 No Inflator113.14Cobble Hills ll/Reflections ll
cPt257.82 191.96Cobble Rldge

70.88 No lnflator70.88Folsom Helghts
CPI NTE 3%241.59 238.56Folsom Heights No.2
No lnflator195.78 195.78Hannaford Cross
No lnflator183.58 138.16Lake Natoma Shores
No Inflator121.18 121.18Los Cerros

91.71 91.70 No lnflatorNatoma Station
397.44 CPI NTE 4%1,050.02Natoma Valley
2t3.6t 2L3.60 No lnflatorPrairie Oaks Ranch
343.00 CPI NTE 3%343.01Prairie Oaks Ranch No. 2
t,3t7.44 cpr NTE 4%t,317.45Prospect Ridge
CPI NTE 4/o445.91 445.90Sierra Estates
132.32 112.27 No lnflatorSilverbrook
No lnflator157.68 157.58Steeplechase
755.56 755.56 CPI NTE 4%The Residences at American River Canyon CPI NTE 4%1,569.23 1,569.22The Residences at American River Canyon ll

80.40 80.40 No lnflatorWillow Creek Estates East
CPI NTE 4%111.69 111.68Wlllow Creek Estates No. 2-Zone A&B 102.67 r02.52 CPI NTE 4%Wlllow Creek Estates No. 2-Zone C 109.88 No lnflator109.88Wlllow Creek Estates South

28.14 No lnflator28.14Wlllow Springs
rY 2A24/25
Maximum
Authorized Rate
tY 2024125
Proposed Rate
Maximum
Assessment
lnf latorDistrict

ENVIRONMENTAL REVIEW
N/A (This does not apply as there is no environmental review aspect to the engineer's report.)

ATTACHMENTS
l. ResolutionNo. 11214 - A Resolution Approving the Preliminary Engineer's Report for the Following Landscaping and Lighting Districts for Fiscal Year 2024-2025 and Setting Public Hearing for American River Canyon North, American River Canyon North No. 2, American River Canyon North No. 3, Blue Ravine Oaks, Blue Ravine Oaks No. 2, Briggs Ranch, Broadstone, Broadstone No. 4, Broadstone Unit No. 3, Cobble Ridge, Cobble Hills Ridge Il/Reflections II, Folsom Heights, Folsom Heights No. 2, Hannaford Cross, Lake Natoma Shores, Los Cerros, Natoma Station, Natoma 5 Page 97
06/11/2024 Item No.9.

Valley, Prairie Oaks Ranch, Prairie Oaks RanchNo. 2, Prospect Ridge, Siena Estates, Silverbrook, Steeplechase, The Residences at American River Canyon, The Residences at American River Canyon II, Willow Creek Estates East, Willow Creek Estates East No. 2, Willow Creek Estates South, and Willow Springs

2. Preliminary Engineer's Report - The Cig' of Folsom Landscaping and Lighting Districts, May 2024
Submitted,
Kelly Gonzalez, Parks and Recreation Director
6 Page 98
06/11/2024 Item No.9.

ATTACHMENT 1

06/11/2024 Item No.9.

RESOLUTION NO. II2L4

A RESOLUTION APPROVING THE PRELIMINARY ENGINEER'S REPORT FOR

THE F'OLLOWING LANDSCAPING AND LIGHTING DISTRICTS FOR FISCAL YEAR 2024.2025 AND SETTING PUBLIC HEARING F'OR AMERICAN RIVER CANYON NORTH, AMERICAN RIVER CANYON NORTH NO.2, AMERICAN RIVER CANYON NORTH NO.3o BLUE RAVINE OAKS' BLUE RAVINE OAKS N0.2, BRIGGS RANCH' BROADSTONE, BROADSTONE N0. 4, BROADSTONE UNIT N0.3,

COBBLE RIDGE, COBBLE HILLS RIDGE II/REF'LECTIONS II, F''OLSOM HEIGHTS, FOLSOM HEIGHTS NO.2, HANNAFORD CROSS, LAKE NATOMA SHORES, LOS

CERROSN NATOMA STATION, NATOMA VALLEY, PRAIRIE OAKS RANCH, PRAIRIE OAKS RANCH NO. 2, PROSPECT RIDGE, SIERRA ESTATES,

SILVERBROOK, STEEPLECHASE, THE RESIDENCES AT AMERICAN RIVER

CANYON, THE RESIDENCES AT AMERICAN RIVER CANYON II, WILLOW CREEK ESTATES EAST, WILLOW CREEK ESTATES EAST NO. 2, WILLOW

CREEK ESTATES SOUTHO AND WILLOW SPRINGS
WHEREAS, the City Council of the City of Folsom, County of Sacramento, California, is the governing body for the following Assessment Districts (collectively the "Assessment Districts").

The proposed assessment rates for FY 2024-25 are as follows:

Resolution No. 11214
Page I of4
No lnflators102.94 Stoz.gaAmerican River Canyon North

77.70 No Inflator77.70American River Canyon North No. 2 CPI NTE 3%3t2.96 3L2.96American Rlver Canyon North No. 3 218.60 No lnflator2r8.60Blue Ravine Oaks
CPINTE 3olo110.93 tLo,92Blue Ravine Oaks No. 2
r22.28 No lnflatorL22.28Briggs Ranch
164.98 No lnflatort64.99Broadstone

41.90 cP!41,.9LBroadstone No.3
CPI NTE 3%42.40 42.40Eroadstone No. 4-Zone A

40.38 CPI NTE 3%40.39Broadstone No.4-Zone B
FY )n?41?\
Maxirrrut'lt
Authorized Rate
Maximunr
Assessrrrent
lnf latorDistrict Pro ed Rate
rY 2O24l2s

06/11/2024 Item No.9.

39.80 CPI NTE 3%39,81Broadstone No. 4-Zone C
CPI NTE 3%39.05 39.04Broadstone No.4-Zone D
No lnflatortL?,L4 tt}.r,4Cobble Hills lllReflectlons ll cPr257.82 t91.,96Cobble Rldge

70.88 No lnflator70.88Folsom Heights
238.s6 CPI NTE 3%24t.59Folsom Heights No.2
No lnflator195.78 195.78Hannaford Cross
No lnflator183.58 138.r.6Lake Natoma Shores
121.18 No lnflator121.18Los Cerros

91.70 No lnflator91.71Natoma Station
397.44 CPI NTE 4%1,050.02Natoma Valley
No lnflator213.61 2r3.60Prairle Oaks Ranch
343.00 CPI NTE 3%343.01Prairle Oaks Ranch No.2
1,317.45 1,317.44 CPI NTE 4%Prospect Ridge
445.91 445.90 CPI NTE 4%Sierra Estates
No lnflatort32.32 L32.27Silverbrook
157.68 No lnflator157.68Steeplechase
755.56 CPI NTE 4%7s5.55The Residences at American River Canyon CPI NTE 4%t,569.23 1,569.22The Residences at American River Canyon ll No lnflator80,40 80.40Willow Creek Estates East
111.68 CPI NTE 4%111.69Willow Creek Estates No. 2-Zone A&B 102.62 CPI NTE 4%102.67Willow Creek Estates No. 2-Zone C 109.88 No lnflator109.88Willow Creek Estates South

28.t4 No lnflator28.t4WillowSprings
FY ZO24/75
Maxirnum
Authorized Rate
FY 2A24/2s
Proposed Rate
Maximum
Assessment
lnf latorD i strict
WHEREAS, the Engineer's Report for the Assessment Districts has been made, filed with the City Clerk, and duly considered by the Council and is hereby deemed sufficient and preliminarily approved. The Engineer's Report shall stand as the Engineer's Report for all subsequent proceedings under and pursuant to this Resolution, Section 22565, et. seq., of the California Streets and Highways Code and Article XIIID of the California Constitution; and WHEREAS, it is the intention of the City Council to levy and collect assessments within the Assessment Districts for FY 2024-25. Within the Assessment Districts, the existing and proposed improvements are generally described as follows:

ResolutionNo. 11214
Page2 of4 Page 101
06/11/2024 Item No.9.

The improvements to be undertaken by the Assessment Districts are described as installation, maintenance and servicing of public facilities, including but not limited to, turf, ground cover, shrubs and trees, irrigation systems, drainage systems, street lighting, fencing, sound walls, sidewalks, monuments, statuary, fountains, water quality ponds, park facilities, open space, bike trails, walkways, drainage swales and other ornamental structures and facilities, entry signage, street pavers, art work, and all necessary appurtenances, and labor, materials, supplies, utilities and equipment, as applicable, for property owned or maintained by the City of Folsom. Services provided include all necessary service, operations and maintenance of the above-mentioned improvements, as applicable, for any property owned or maintained by the City of Folsom.

WHEREAS, the Assessment Districts consist of the lots and parcels shown on the boundary maps of the Assessment Districts on file with the City Clerk of the City of Folsom, and reference is hereby made to such maps for fuither particulars; and WHEREAS, reference is hereby made to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the assessment districts and any zones therein, and the estimated cost of the improvements and the proposed assessments upon assessable lots and parcels of land within the Assessment Districts; and WHERJAS; prior to the conclusion of the hearing, any interested person may file a written protest with the City Clerk, or, having previously filed a protest, may file a written withdrawal of that protest. A written protest shall state all grounds of objection. A protest by a property owner shall contain a description sufficient to identiff the property owned by such owner; and WHEREAS, the City Clerk shall cause a notice of the hearing to be given by publishing a notice once, at least ten (10) days prior to the date of the hearing above specified, in a newspaper circulated in the City of Folsom.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Folsom authorizes:

APPROVAL OX' PRELIMINARY ENGINEER'S REPORT: The City Council of the City of Folsom hereby approves, as submitted, the preliminary Engineer's Report for the City of Folsom Landscaping and Lighting Districts for FY 2024-25.

PROPOSED ASSESSMENT: The City Council of the City of Folsom intends to continue to levy and collect assessments during FY 2024-25 within the City of Folsom Landscaping and Lighting Districts.

Resolution No. 11214

1

06/11/2024 Item No.9.

REVIEW OF PRELIMINARY ENGINEER'S REPORT: Affected property owners and interested persons may review the Engineer's Report, which contains a full and detailed description of each of the Assessment District boundaries, within the City of Folsom Landscaping and Lighting Districts, the improvements, and the proposed maintenance budget and assessments upon each parcel within each Assessment District, at the City of Folsom located at 50 Natoma Street, Folsom, California 95630 between the hours of 8:00 a.m. and 5:00 p.m., Monday through Friday.

3. PUBLIC HEARING: The City Council has scheduled a public hearing on the proposed assessments within each Assessment District on July 23,2024, at 6:30 p.m., ut tfr. City of Folsom, City Council Chambers, 50 Natoma Street, Folsom, California 95630, for the pu{pose of allowing public testimony regarding the proposed assessments and for the Council's final action upon the Engineer's Report and proposed assessments.

PASSED AND ADOPTED this 1ltr day of June 2024by the following vote:

AYES: Councilmembers
NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Michael D. Kozlowski, MAYOR
ATTEST:

Christa Freemantle, CITY CLERK
Resolution No. 11214

2.

06/11/2024 Item No.9.

ATTACHMENT 2

06/11/2024 Item No.9.
crw oF FoLsoM
Engineer's Report For: FiscolYear 2024/25
Landscape and Lighting Assessment Districts
May 2O24
SNBs
Prepared by:
helplng Gommunltlc!
tundtomorlow
Cof porate Headquarters
32605 Temecula Parkway, Suite 100
Temecula. CA 92592
Toll free: 800.676.751.6
nbsgov.com Page 105
06/11/2024 Item No.9.

TABLE OF CONTENTS
L. Engineer's Letter........

2. lntroduction...............

2.L Background

2.2 Process for Annual Assessment .....

2.3 LegislativeContext

3. PlansandSpecifications.............

3.1 Description of lmprovements

4. Estimate of Costs and Budgets...............

5. Method of Apportionment.......

5.1 Discussion of Benefit

5.2 5.3
5,4

5.5 5.6
General versus Special Benefit.....

Quantification of General Benefit
Method of Apportionment..........,
Assessment Apportionment........,
Maximum Assessment lncrease...
18 19
L9
2L
22 23
23 39
40 42
..37
.,375.7 Fiscal Year 2024/25 Maximum Assessment

6. AssessmentDiagram..

7. Budgets .......

8. Assessment Rolls
City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report L
2 2
2 3
6 7
CINBS

06/11/2024 Item No.9.

1. ENGINEER'S LETTER
WHEREAS, the City Council of the City of Folsom (the "CiV'), State of California, under the Landscaping and Lighting Act of 1972 (the "Act''), directed NBS to prep9re and file an Enginee/s Report for the City of Folsom Landscaping and Lighting Districts for Fiscal Year 2O24125, in accordance with Article 4 of Chapter 1 of the Act and Article Xlll D of the California Constitution. The report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the administration, maintenance, operations and servicing of the improvements for Fiscal Year 2O24/25, the diagram for the Districts, showing the area and properties to be assessed, and assessing the net amount upon the assessable lots and/or parcels within the Districts in proportion to the special benefit received.

NOW THEREFORE, the assessments as detailed in this Enginee/s Report and as summarized in the table below are made to cover the portion of the estimated costs of maintenance, operation and servicing of said improvements to be paid by the assessable real property within the Districts in proportion to the special benefrt received.

Summary Cost Estimate
(1) Total amount levied may differ slightly due to installment rounding. (2) A list of Districts, the total proposed Fiscal Year 2024/25 assessments, the number of parcels assessed, and assessment rates are detailed in Section I ofthis Enginee/s Report.
l, the undersigned, respectfully submit this Engineer/s Report and, to the best of my knowledge, information and belief, the Enginee/s Report, Assessments, and the Assessment Diagram herein have been prepared, computed and levied in accordance with the assessment methodology adopted, approved and ordered by the City Council of the City of Folsom at the time of each District formation.

G. Egan, P ?p
City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineet' s Report L 53,025,627.67lmprovement Costs
437,542.05lncidentalCosts
$3,463,L69.72Total I mprovement Costs
($t,ootle3-nyReserve Fund Collection / {Contribution)
$zAss,loo.zsTotal Balance le fissgss{zl
Total Costs{1)Description
ff0. 148$t
cit?.

G.

QNBS

06/11/2024 Item No.9.

2. INTRODUCTION

2.L Background
The City has previously formed 30 Landscaping and Lighting Districts (the "Districts") to provide funding for the installation, maintenance and servicing of landscaping, sidewalks, fences, walls, parks, open space, signage, soundwalls, street lighting, and other public improvements in the City. The 30 Districts are as follows:
o American River Canyon North o Los Cerros
o American River Canyon North No. ) o Natoma Station
o American River Canyon North No. J o Natoma Valley
. Blue Ravine Oaks o Prairie Oaks Ranch
o Blue Ravine Oaks No. 2 o Prairie Oaks Ranch No. 2
o Briggs Ranch o Prospect Ridge
r Broadstone o Sierra Estates
o Broadstone No.3 o Silverbrook
o Broadstone No. !, o Steeplechase
r Cobble Hills Ridge ll/Reflections ll o The Residences at American River Canyon . Cobble Ridge o The Residences at American River Canyon ll o Folsom Heights o Willow Creek Estates East
o Folsom Heights No. 2 r Willow Creek Estates East No. 2 . Hannaford Cross o Willow Creek Estates South
o Lake Natoma Shores o Willow Springs

2.2 Process for Annual Assessment
The Districts were formed and assessments were established in previous fiscal years. As required by the procedures specified in the Act, an Engineer's Report must be prepared on an annual basis which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the assessment district. The Engineer's Report may also identify future planned projects.

The City Council must also annually adopt a resolution of intention which:
o Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein.
o Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report 2SNBS

06/11/2024 Item No.9.

Refers to the assessment district by its distinctive designation and indicates the general location of the assessment district.
. Refers to the report of the engineer, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the assessment district. o Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment.
o States whether the assessment is proposed to increase from the previous year. lf the assessments are to be levied in the same or lesser amounts than the maximum assessment allowed, the City Clerk shall give notice of the public hearing by causing the resolution of intention to be published at least 10 days prior to the date of the public hearing. Any interested person may, prior to the conclusion of the public hearing, file a written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest.

During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram orthe proposed assessment. lf the assessmentto be levied exceedsthe maximum assessment allowed, the City must comply with the procedures specified in Article Xlll D and Proposition 218.

The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. lf confirmed, the assessments would be submitted to the CountyAuditor Controllerfor inclusion on the propertytax roll.

2.3 Legislative Context
ln 1996, California voters adopted Proposition 218, known as the "Right to Vote on Taxes Act," which added Articles Xlll C and Xlll D to the California Constitution. Article Xlll D established new substantive and procedural requirements on agencies for levying assessments, being levies on real property by an agency for a special benefit conferred upon the real property. "special benefit" is defined in Article Xlll D as "a particular and distinct benefit over and above general benefits conferred on a real property located in the district or to the public at large."
Article Xlll D imposes five basic substantive requirements on assessments:
. All parcels that will have a special benefit conferred upon them and upon which an assessment will be imposed.must be identified;
o The general benefits must be distinguished from the special benefits conferred on the parcels; . The proportionate special benefit derived by each identified parcel must be determined in relationship 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 property related service being provided;
City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report a
3GNBS

06/11/2024 Item No.9.
o The amount assessed to a parcel must not exceed the reasonable cost of the proportional special benefit conferred on that parcel and must not include any costs attributable to the general benefiU and
. Parcels within a district that are owned or used by any agency, the State of California or the United States shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit.

Since the initial passage of Proposition2LS, several court rulings have helped provide context and direction with respect to the procedures and requirements of Article Xlll D for levying assessments. Several of the key concepts from these rulings are summarized below.

GENERAT BENEFIT
Article Xlll D requires an agency to separate the general benefits from the special benefits conferred on the identified parcels because only special benefits are assessable.

The Court of Appeal in Golden Hills Neighborhood Assn., lnc. v. City of Son Diego (20I!l ("Golden Hills"l clarified this concept by stating, "seporotion ond quontification of general and special benefits must be accomplished by apportioning the cost of a service or improvement between the two ond assessing property owners onty for the portion of the cost representing speciol benefits." The Court of Appeal in Beutz v. County of Riverside (2010) (" Beutz") noted that the trial court took judicial notice of the Legislative Analyst's Office pamphlet titled "Understanding Proposition 218" which states an agency must, "estim ate the amount of special benefit landowners would receive from the proiect or service, os well as the omount of 'general benefit.'This step is needed becouse Proposition 2L8 allows local government to recoup from ossessments only the proportionote shore of cost to provide the speciol benefit."
The Court in Beutz furthered this idea stating, "separoting the generol from the speciol benefits of o public improvement project and estimating the quontity of each in relotion to the other is essentiol if an assessment is to be limited to the speciol benefits."
The Court of Appeal in Silicon Valley Taxpayers' Association lncorporated v. Santa Clara County Open Space Authority (2008) (SVTA')clarified that general benefits are not restricted to benefits conferred only on persons and property outside the assessment district but can include benefits both conferred on real property located in the district or to the public at large. The "public at large" includes all members of the public, including those who live, work, and shop within the district, and not simply transient visitors.

The Court ofAppeal again reiterated the need to separate, quantify and apportion costs to general benefits from the improvemen ts in Broad Beach Geologic Hazard Abotement District v 3L506 Victoria Point LLC (20221, stating, "The District cites no authority, ond we are awore of none, suggesting that an agency's subjective intent determines the need to occount for generol benefits'" BEN EFIT.BASED NOT COST-BASED
ln Town of Tiburon v. Bononder (2009) ("Tiburon"), the Court of Appeal clarified the idea that assessments must be apportioned based upon benefit rather than cost. The Court stated, "Proportionate speciol benefit is the bosis upon which a project's totol ossessable costs are apportioned among parcels within on ossessment district."
City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 4StttBS

06/11/2024 Item No.9.

The assessment on a particular property cannot be based on the relative cost of the improvements to the property, but rather on the special benefit conferred on such property. The Court inTiburon also stated, "on ossessment represents the entirety of the cost of the improvement or property-related service, less ony amount attributoble to general benefits (which moy not be assessed), allocated to individual properties in proportion to the relative speciol benefit conferred on the property."

MEASURING AND APPORTIONING SPECIAL BENEFIT
The Court inTiburon acknowledged the difficulty of trying to precisely assign and measure special benefit, stating, "Any attempt to classify special benefits conferred on particulor properties and to assign relotive weights to those benefits will necessorily involve some degree of imprecision." The Court in Tiburon went on to say that a formula assigning equal weight to different special benefits "may be o legally justifioble opproach to measuring and apportioning speciol benefits, [but] it rs not necessarily the only valid approach. Whichever approach is taken to measuring ond apportioning special benefits, however, it must be both defensible and consistently applied." City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report 5{.r-INBS

06/11/2024 Item No.9.

3. PLANS AND SPECIFICATIONS
The work and improvements proposed to be undertaken by the City and the cost thereof paid from the continuation of the annual assessment provide special benefit to parcels within the Districts as defined in the Method of Assessment herein. Consistent with the Act, the Districts' work and improvements are generally described as follows:

The installation, maintenance and servicing of turf, ground coV€t; shrubs and trees, irrigation systems, drainage systems, street lighting, fencing, soundwalls, sidewalks, monuments, statuary, fountains, water quality ponds, park facilities, open space, bike trails, walkways, drainage swales, other ornamental structures and facilities, entry signage, street pavers, art work, and monuments, as well as all necessary appurtenances, labor, materials, supplies, utilities, and equipment, as applicable, for property owned or maintained by the City, Any plans and specifications for these improvements have been filed with the City and are incorporated herein by reference.
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinaryand usual maintenance, operation, and servicing of any improvement, including:
a) Repair, removal, or replacement of all or any part of any improvement. b) Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury' c) The removal of trimmings, rubbish, debris, and other solid waste. d) The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
"Service" or "servicing" means the furnishing of:
a) Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements.
b) Water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements.

Plans and Specifications forthe improvements are incorporated by reference and made a part of this Engineer's Report. The Plans and Specifications for each District are on file with the City and are available for public inspection.
lncluded is a separate but integral tool: the City of Folsom Landscaping and Lighting District lmprovement Plan ("lmprovement Plan"). lt is a separate planning document that identifies the type of upcoming improvements (e.g. re-landscaping a corridor or painting a wall); the estimated cost; any installments required for short-term (less than five years) and/or long term (not greater than 30 years) improvements, and the approximate schedule for completion of the improvements. The City intends to continually update and revise the lmprovement Plan throughout each yearto reflectthe current status of improvement projects, budget updates and/or changes in priorities.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 6(-J)NBS

06/11/2024 Item No.9.

The concept of the lmprovement Plan arose from the City's commitment to comply with the requirements of the Act as well as produce a valuable instrument that enables the City to schedule, prioritize, and plan for needed maintenance and servicing improvements in the districts. lt also serves as a user-friendly means for members of the public to review and understand the use of the assessment revenues generated from each District.

The assessment proceeds from each District will be exclusively used for improvements within that District plus incidental expenses. Reference is made to Section 4 - Estimate of Costs and Budgets, Section 7 - Budgets, and the additional plans and specifications, including District specific expenditure and improvement plans, which are on file with the City.

3.1 Description of lmprovements
The following are descriptions of the improvements for each of the Districts.

AMERICAN RIVER CANYON NORTH
o Maintenance of lawns and trees within landscape medians, corridors, and open spaces. o Purchase of irrigation water from San Juan Suburban Water District. o Maintenance of irrigation system, entry fountain, plantings, sidewalks and streetlights. o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects.

Future lmprovement Projects:
o Waterfall pumps, autofill, filters, and chlorination system' o Waterfall pond liner (concrete and other).

AMERICAN RIVER CANYON NORTH NO.2
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects,
Future I mprovement Projects:
o Paint and replace streetlight poles.

AMERICAN RIVER CANYON NORTH NO.3
o Purchase of electric power.
. Purchase of irrigation water from San Juan Suburban Water District. o Maintenance of landscaping, open space, lighting, signs, sidewalk and walls, waterfalls, including turf, ground cover, shrubs and trees, irrigation systems, drainage systems, street lighting, walls, and signs.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 7{$NBS

06/11/2024 Item No.9.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Oak Avenue and American River Canyon Drive turf replacement.

East Side or American River Canyon Drive turf replacement. o Ladder fuel removal in open spaces.

Future lmprovement Projects:
o Centralized irrigation controller upgrade.
o Signage rePlacement.
o Waterfall rock repair.
. Baldwin Dam path repair.
o Tree and landscape improvements (or replacements)'
o American River Canyon Drive/Canyon Falls (Cascade perimeter) landscaping, remove/replace trees, mow band replacement
e Main Walking Trail landscaping, irrigation, stairs and clean up.

BLUE RAVINE OAKS AND BLUE RAVINE OAKS NO. 2
r Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from City.
o Maintenance of irrigation system, plantings, sidewalks, fences, walls, and streetlights. o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Turf renovation Timson Drive and Riley Street.

Future lmprovement Projects:
o Blue Ravine Road wall repair.
. Riley Street fence replacement.
o Signage replacement.
o Turf renovation Hazelmere Drive and Riley Street.
e Turf renovation between Hazelmere Drive and Timson Drive'

BRIGGS RANCH
o Maintenance of lawns and trees within landscape medians and corridors. e - Purchase of irrigation water from City.
o Maintenance of irrigation system, plantings, sidewalks, trails, walls, fences, open space area, signage, and streetlights.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 8C}NBS

06/11/2024 Item No.9.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Ladder fuel removal.

Future lmprovement Projects:
. Shrub and tree upgrades (Blue Ravine Road/East Natoma Street). o Fence/wallrepair/replacement'
o Fence repair/replacement (East Natoma Street partial). o Trail repairs.
o Petstationsrepair/replacement'
o Bollardrepair/replacement.
o Fence repair/replacement (Blue Ravine Road partial)'
. Entry sign replacement (brass lettering).
o lrrigation upgrades/replacement (three ccintrollers). o Landscape lighting upgrades or replacement.
o Tree and landscape improvements (partial collection).

BROADSTONE AND BROADSTONE NO,4
o Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from the City.
o Maintenance of irrigation system, plantings, sidewalks, trails, sound walls, water quality ponds, and streetlights.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Ladder fuel removal.

Future I mprovement Projects:
o Tree and landscape improvements (partial fund collection). o Bollardrepair/replacement(40).
o Light polefixture replacement of KW.
o Trail repairs.
. Repair irrigation, replace shrubs (lron Point Road median, Rathbone Circle, Knopfler Circle, and other interior areas).
o Tree and landscape improvements or replacements.
o Shrub replacement throughout (some irrigation repair) 28 acres. o Landscapelightrepair/replacement(50lights).
o Pet station replacement (7).
. SignagerePair/rePlacement'
9t) N BS :i:t :::*',T, Lighting Disricts- Fiscaryear 2o2ll2sEnsineer's Report

06/11/2024 Item No.9.
o Turf removal/irrigation retrofit.
o lrrigation upgrades and flow (15 controllers).

BROADSTONE NO.3
o Purchase of electric power.
o Maintenance of street light fixtures.

Planned lmprovement Projects for Fiscal Year 2O24/25:
r No planned improvement projects.

Future lmprovement Projects:
o Paint streetlight poles (350 poles).
coBBLE HILtS RrDGE lll REFLECTIONS ll
o Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from the City.
r Maintenance of irrigation system, plantings, sidewalks, soundwalls,'signage, parks, park facilities, open space, and streetlights.
o Purchase of electric power from Sacramento Municipal Utility District. r Maintenance of public lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:

No planned improvement Projects.

Future lmprovement Projects:
o Tree and landscape improvements or replacement.
o Turf and shrub repair/replacement (Mini Park and path to Lembi Drive). o Fence repair/replacement (225 feet).
o Wall repairs and painting (628 feet).
o Shrub replacement (Glenn Drive/Oxburough Drive and Sibly Street and Corner). o Signagerepair/rePlacement.

COBBTE RIDGE
o Purchase of irrigation water from the City.
o Maintenance of the irrigation system and plantings in a useful and workable condition, together with maintaining walls, and open space areas'
r Maintenance of lawns and trees within landscape corridors.

Planned lmprovement Projects for Fiscal Year 2024/25:
r Fence repair and painting.

Future lmprovement Projects:
o Tree pruning.
o Fence repair/replacement and painting.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report(3rNBS 10

06/11/2024 Item No.9.
. Shrub replacement.
r Tubularfencerepair/replacement.
o Tree and landscape improvements or replacement.

FOLSOM HEIGHTS AND FOLSOM HEIGHTS NO..2
o Maintenance of lawns and trees within landscape medians and corridors, corridors, bike trails, walkways, and open space areas.
r Purchase of irrigation water from the City.
r Maintenance of irrigation system, plantings, fences, walls, sidewalks, and streetlights. o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Tree pruning.

Future lmprovement Projects:
o Tree pruning and tree care in open space.
. Fence work.
o Glenn Drive wall repair.

Tree and landscape improvements (Vierra Circle).
o Landscape replacement (Glenn Drive).

HANNAFORD CROSS
o Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water and electric power for the two mini parks in a 7O%/30% (City/District) contribution (based on maintenance assignments).
o Maintenance of irrigation system, bike trails, walkways, fences, walls, guard shack, drainage swale, plantings, sidewalks, and streetlights.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
r No planned improvement projects.

Future I mprovement Projects:
o Lakeside fence repair.
. Repairs at guard shack.
r Tree pruning.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportT}NBS I1

06/11/2024 Item No.9.

LAKE NATOMA SHORES
. Maintenance of lawns and trees within landscape medians and corridors. o Maintenance of irrigation system, soundwalls, signage, street pavers, plantings, sidewalks, and streetlights.
o Purchase of irrigation water from the City.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects.

Future lmprovement Projects:
o LED landscape lights.
o Tree pruning.
o Signagerepair/rePlacement.
o Turf repair and irrigation upgrades.
o Tree and landscape improvements or replacement'

LOS CERROS
o Maintenance of landscape medians and corridors.
o Purchase of irrigation water from the City.
o Maintenance of irrigation system, walls, plantings, sidewalks, and streetlights. o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Yeai 2024/251
o Ladder fuel removal.
r Paint streetlight poles.

Future I mprovement Projects:
o Tree replacement.
o Tree pruning
. Upgrade irrigation controllers.
o lnstall flow package and master valve.

NATOMA STATION
o Maintenance of irrigation system, walis, signage, artwork, open space areas, parks, plantings, and streetlights.
o Purchase of irrigation water from the City.
r Purchase of electric power.
o Maintenance of street lighting fixtures.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's ReportQNBS 72

06/11/2024 Item No.9.

Planned lmprovement Projects for Fiscal Year 2O24/25:
r Ladder fuel removal.

Future lmprovement Projects:
o Li8ht pole replacement.
o Shrub and tree replacement / concrete work on turnpike. o lron Point Road shrub and tree replacement.
r Bigfoot mini park tree replacement.
o Tree replacement / wall damage on Black Diamond Drive. o Shrub and tree replacement on Blue Ravine Road.
o Tree pruning.
o Tree and landscape improvements or replacements.
o Wetland area improvements.
o Wall repair and painting (7,800 linear feet).
o Mini park replanting / bark (two parks @ 0.5 acre)'
. Road paver replacement.
o Signage repair /rePlacement.
r Sidewalk repair.
o lrrigation upgrades.
o Art repair.

Union Square: A Benefit Zone within Natoma Station will be providing its own landscaping and lighting maintenance via an existing homeowner's association for Fiscal Year 2024/25.

NATOMA VALLEY
o lnstallation, maintenance and servicing of turf, ground cover, shrubs and trees, irrigation systems, drainage systems, street lighting, soundwalls, retaining walls, fencing and all necessary appurtenances, labor, materials, supplies, utilities, and equipment' Planned lmprovement Projects for Fiscal Year 2024/25:
o lnteriorlandscapeimprovements,
Future I mprovement Projects:
. . Tree pruning.
. Wallrepair/replacement.
o Landscape replacement on Upper Tier and Lower Tier'
PRAIRIE OAKS RANCH AND PRAIRIE OAKS RANCH NO. 2
r Maintenance and servicing of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from the City.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportGINBS 13

06/11/2024 Item No.9.
. Maintenance of irrigation system, walls, signage, fences, open space areas, trellises, and streetlights along Grover Road, Russi Road, Willard Drive, Stewart Street, and the interior public roadways within the subdivisions.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
r Year 1" tree pruning.
o Ladder fuel removal.

Future lmprovement Projects:
o Tree pruning.
o Tree and landscape replacement.
o Fence replacement.
o LED landscape lights.
o Repair damaged walls (stucco half walls).
r Landscape replacement on Blue Ravine Road'
r Landscape Replacement on Riley Street'
o Landscape Replacement on Prairie City Road'
o Landscape replacement on lron Point Road.
o Post and cable replacement.

PROSPECT RIDGE
o Maintenance of irrigation system, walls, signage, open space areas, parks, plantings, and ' streetlights.
r Purchase of irrigation water from the City'
o Purchase of electric power.
o Maintenance of street lighting fixtures.
o Maintenance of landscape corridors,
Planned lmprovement Projects for Fiscal Year 2O24/25:
o No planned improvement projects'
Future lmprovement Projects:
o Tree pruning.
o Wall replacement.
o Plant replacement.

SIERRA ESTATES
o Maintenance of landscaping, lighting and soundwalls along Rowland Court, Dolan Court and Riley Street including turf, ground cover, shrubs and trees, irrigation systems, drainage systems, street City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportQNBS t4

06/11/2024 Item No.9.
lighting, fencing, soundwalls, monuments, statuary, fountains, and other ornamental structures and facilities, entry monuments, and all necessary appurtenances. o Purchase of water from the City.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects.

Future lmprovement Projects:
o Tree pruning.

SITVERBROOK
o Maintenance of lawns and trees within landscape medians and corridors. . Purchase of irrigation water from the City.
o Maintenance of irrigation system, plantings, sidewalks, and streetlights. o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects.

Future lmprovement Projects;
o Tree replacement.
o Medianrelandscaping.

STEEPLECHASE
o Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from the City.
r Maintenance of irrigation system, plantings, sidewalks, and streetlights. . Purchase of electric power.

Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2O24/25:
o Year 4 tree pruning.
o Trail repairs.

Future I mprovement Projects:
o Tree pruning.

THE RESIDENCES AT AMERICAN RIVER CANYON
o Maintenance landscaping, lighting and soundwalls along American River Canyon Drive and Oak Avenue including turf, ground cover, shrubs and trees, irrigation systems, drainage systems, street lighting, sound-walls, and all necessary appurtenances.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report\)NBS 15

06/11/2024 Item No.9.
. Purchase of water from San Juan Water District.
o Purchase of electric power.
. Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2O24/25:
o No planned improvement projects.

Future lmprovement Projects:
r Landscapereplacement.
o Tree replacement.
o Drainage cleanup.

THE RESIDENCES AT AMERICAN CANYON II
o lnstallation, maintenance and servicing of turf, ground cover, shrubs, and trees, irrigation systems, drainage systems, street lighting, walls, signage and all necessary appurtenances, and labor, materials, supplies, utilities, and equipment
Planned lmprovement Projects for Fiscal Year 2024/25:
o No planned improvement projects.

Future I mprovement Projects:
o Landscapereplacement.
o Tree replacement
o Drainage cleanup.

WITLOW CREEK ESTATES EAST AND WILLOW CREEK ESTATES EAST NO. 2 o Maintenance of lawns and trees within landscape medians and corridors. o Purchase of irrigation water from the City.
o Maintenance of irrigation system, walls, plantings, sidewalks and streetlights, as well as weed abatement.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Oleander replacement on Blue Ravine Road frontage.

Future I mprovement Projects:
o Two flow packages and master valve installation.
o Light pole replacement (three).
o Tree pruning.
o Landscape replacement on Oak Avenue.
o Landscape replacement on Blue Ravine Road.
r lrrigation controller upgrade (four controllers).
o Tree and landscape improvement or replacement.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report(DNBS 76

06/11/2024 Item No.9.

WITTOW CREEK ESTATES SOUTH
. Purchase of irrigation water from the City.
o Maintenance of lrrigation system, walls, entry signage, drainage way, parks, sidewalks and streetlights, as well as weed abatement.
o Purchase of electric power.
o Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2024/25:
o Year 3 tree pruning.
o New planting around replaced signs.

Future lmprovement Projects:
o Tree pruning.
r Wall repair on oak Avenue.
o Tree replacement.
o Silberhorn Drive landscape renovation.
o Turf renovation on Scholar Way.

WILLOW SPRINGS
o Purchase of electric power.
r Maintenance of street lighting fixtures.

Planned lmprovement Projects for Fiscal Year 2O24/25:
o No planned improvement projects.

Future I mprovement Projects:
o LED retrofits (Contempo).

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportGINBS 17

06/11/2024 Item No.9.

4. ESTIMATE OF COSTS AND BUDGETS
The Fiscal Year 2024/25 estimated costs of maintenance and servicing the improvements as described in the Plans and Specifications of this Engineer's Report are summarized below. Refer to Section 7 - Budgets, for detailed budgets for each District.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report $31,538.12 s109,338.12$77,800.00 so.ooAmerican River Canyon North 1,380.20 5,880.204,500.00 0.00American River Canyon North No. 2 35,700.L2 577,904.79191,510.00 350,694.67American River Canyon North No. 3 12,733.96 41,683.9628,950.00 0.00Blue Ravine Oaks
2,O24.05 74,404.O522,380.00 50,000.00Blue Ravine Oaks No. 2 125,597.7697,833.00 7,650.00 20,1.14.76Briggs Ranch
58,118.2L 404,4r8.2r346,300.00 0.00Broadstone
39,068.2527,275.OO 0.00 '1,1,,793.25Broadstone No. 3
257,359.03227,405.0O 25,000.00 10,954.03Broadstone No.4 62,957.8749,799.OO 0.00 13,158.87Cobble Hills lllReflections ll 37,624.32!3,287.OO 20,000.00 4,337.32Cobble Ridge
44,884.7514,990.00 L5,000.00 t4,894.75Folsom Heights
73,48r.5670,852.OO 0.00 2,629.56Folsom Heights No. 2
12,939.50 39,975.5027,037.OO 0.00Hannaford Cross
31,227.2327,558.00 0.00 3,669.23Lake Natoma Shores
6,937.77 82,649.7752,7L2.O0 23,000.00Los Cerros
85,556.35 313,250.3522t,494.0O 6,200.00Natoma Station
3,438.99 62,795.9949,357.OO 10,000.00Natoma Valley
3,535.06 77,535.0674,000.00 0.00Prairie Oaks Ranch
338,367.80L75,626.O0 125,000.00 37,741.80Prairie Oaks Ranch No. 2 3,902.35 31,097.3527,195.OO 0.00Prospect Ridge
2,825.74 26,48r.7423,656.00 0.00The Residences at American River Canyon 26,477.7523,656.00 0.00 2,821..75The Residences at American River Canyon ll 2,355.08 14,083.081,1,728.OO 0.00Sierra Estates
2,265.42 7L,661..429,396.00 0.00Silverbrook
6,565.69 48,029.6928,651.00 72,872.O0Steeplechase
8,982.71 3L,432.7722,450.0O 0.00Willow Creek Estates East 2,690.79 92,L21.7979,43L.0O L0,000.00Willow Creek Estates East No. 2 150,000.00 25,857.86 365,250.86189,393.00Willow Creek Estates South

0.00 6,067.76 L6,'J.r7.7610,050.00Willow Springs
$gos,gso.sz 5437,542.05 $3,469,169.22s2,220,27t.ooTotal lmprovement Costs lmprovement
Costs
Current Year
Projects
lncidental
Costs
Total
lmprovement
CostsDistrict
GITVBS 18

06/11/2024 Item No.9.
5 a METHOD OF APPORTIONMENT
The following section of the Engineer's Report includes an explanation of the benefits to be derived from the installation, maintenance and servicing of the improvements throughout the Districts, as well as a description of the assessment methodology used to apportion the total assessment to properties within each District.

Historical annual Enginee/s Reports were prepared by a different engineer of record and specific language lrom those historical Engineer's Reports have been referenced to desuibe the Method ol Apportionment within the following section of this report.

The Districts consist of all assessor parcels within the boundaries as defined by the Assessment Diagram included with this report. Further, all assessor parcels, including all privately and publicly owned parcels, are identified by Assessor Parcel Numbers listed within the included assessment levy roll. The method used for apportioning the assessment is based on the proportional special benefits to be derived by the properties in the Districts over and above general benefits conferred on real property orto the public at large.

The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the improvements, and the second step is to allocate the assessments to property based on the estimated relative special benefit for each type of property.

5.1 Discussion of Benefit
ln summary, the assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Act states:
"The net amount to be assessed upon lands within on assessment district may be opportioned by any formula or method which foirly distributes the net amount omong all assessoble lots or parcels in proportion to the estimated benefits to be received by eoch such lot or parcelfrom the improvements."
Proposition 2L8, as codified in Article Xlll D of the California Constitution, has confirmed that assessments must be based on the special benefit to property and the assessment must not exceed the reasonable cost of the proportional benefit upon the assessed parcel:
"No ossessment shall be imposed on ony porcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the improvements to be provided with the assessment proceeds. These categories of special benefit are supported by various California legislation and supporting studies which describe the types of special benefit received by property from improvements such as those proposed by the Districts. These types of special benefit are summarized as follows:
o Proximity to improved landscaped areas within each District' o Access to improved landscaped areas within each District.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportQNBS 19

06/11/2024 Item No.9.
. lmproved views within each District'
o Extension of property's outdoor areas and green spaces for properties within close proximity to the improvements.
o Creation of individual lots for residential and commercial use that, in absence of the District and the services provided by the District, would not have been created, The SVTA decision provides enhanced clarity to the definitions of special benefits to properties in three distinct areas: proximity, expanded or improved access, and views. The SVTA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel, and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SWA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park improved by an assessment:

The characterization of a benefit moy depend on whether the parcel receives a direct odvontoge from the improvement (e.g. proximity to a park) or receives an indirect, derivative odvontage resulting from the overoll pubtic benefits of the improvement (e.g. general enhoncement of the district's property volues).
proximity, improved access and views, in addition to the other special benefits listed above, further strengthen the basis of these assessments.

The special benefits from the improvements are further detailed below.

PROXIMITY TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the improvements are included in each District.

Therefore, property in each District enjoys unique and valuable proximity and access to the improvements that the public at large and property outside of each District do not share. ln absence of the assessments, the improvements would not be provided and the landscaping areas within each District would be degraded due to insufficient funding for maintenance, upkeep and repair.

Therefore, the assessments provide improvements that are over and above what otherwise would be provided. lmprovements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the Districts, they provide a direct advantage and special benefit to property within each District.

ACCESS TO IMPROVED TANDSCAPED AREAS WITHIN THE DISTRICT Since the parcels in each District are the only parcels that enjoy close access to the improvements, they directly benefit from the unique close access to improved landscaping areas that are provided by the assessments. This is a direct advantage and special benefit to property in that District.

IMPROVED VIEWS WITHIN THE DISTRICT
The Districts, by maintaining these landscaped areas, provides improved views to properties in each District. The properties in a District enjoy close and unique proximity, access and views of the improvements. Therefore, the improved and protected views provided by the assessments are another direct and tangible advantage that is uniquely conferred upon the property within each District.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportSNBS 20

06/11/2024 Item No.9.

EXTENSION OF A PROPERW'S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE

PROXIMITY TO THE TMPROVEMENTS
ln large part, because it is generally cost prohibitive to provide large open land areas in development projects, the residential, commercial and other benefiting properties in each District do not have large outdoor areas and green spaces. The landscaped areas within each District provide additional outdoor areas that serve as an effective extension of the land area for properties that are in close proximity to the improvements. The improvements, therefore, provide an important, valuable and desirable extension of usable land area, which confers a direct advantage and special benefit to properties in close proximity to the improvements.

CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL AND COMMERCIAL USE THAT, IN ABSENCE OF THE

ASSESSMENTS, WOULD NOT HAVE BEEN CREATED
Typically, the original owner/developer of the property within the Districts can petition the City to establish the assessment districts. As parcels were sold, new owners were informed of the assessments through the title reports, and in some cases, through the Department of Real Estate "White Paper" reports that the parcels were subject to assessment. The purchase of property was also an "agreement" to pay the assessment. ln absence of the assessments, the lots within the Districts would probably not have been subdivided and created, These lots, and the improvementstheysupport, are a special benefittothe property owners.

5.2 Generalversus Special Benefit
The assessments from the Districts are used to fund improvements and increased levels of maintenance to the grounds adjoiningthe properties in the Districts. ln absence of those Districts, such improvements would not be provided and the properties would not have been subdivided and improved to the same extent. The Districts were specifically proposed for formation to provide additional and improved improvements, and services in the Districts. ln absence of the assessments, these public resources could not be created and revenues would not be available for their continued maintenance and improvement.

Therefore, the assessments solely provide special benefit to property in the Districts over and above the general benefits conferred by the general facilities of the City.

Although these improvements may be available to the general public at large because the Districts are accessible by members of the public, the improvements within each District were specifically designed, located and created to provide additional and improved public resources for property inside the Districts, and not the public at large. Other properties that are either outside the Districts or within the Districts and not assessed, do not enjoy the unique proximity, access, views and other special benefit factors described previously. These improvements are of special benefit to properties located within the Districts because they provide a direct advantage to properties in the Districts that would not be provided in absence of the assessments.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportCrNBS 27

06/11/2024 Item No.9.

5.3 Quantification of General Benefit
Although the analysis used to support these assessments concludes that the benefits are solely special, as described above, consideration is made for the suggestion that a portion of the benefits are general.

General benefits cannot be funded by District assessments and the funding must come from other sources.

The maintenance and servicing of the improvements is also partially funded, directly and indirectly from other sources including the City, the County of Sacramento and the State of California. This funding comes in the form of grants, development fees, special programs, and general funds, as well as direct maintenance and servicing of facilities (e.g. curbs, gutters, streets, drainage systems, and other infrastructure maintenance items such as pond clean outs and street sweeping, etc.). This funding from other sources more than compensates for general benefits, if any, received by the properties within the Districts.

STEP 1: CALCULATION OF THE GENERAT BENEFIT
The general benefits from the assessment may be quantified as illustrated in the following table.

Calculation of General Benefit
(1)
Benefit Factor Relative Weight
General Benefit
Contribution
Relative General
Benefit
Creation of parcels
M ulti-Family Residential
Commercial
90 o%
70%
20%

0.0 0.5

1.0 5
5 100
Total Calculated General Benefit

1.5 L.S%
(1) Per the historical Engineer's Report.

As a result, the City will contribute at least 1-.5% of the total budget from sources other than the assessment. The contribution offsets any general benefits from the assessment services.

STEP 2: CALCULATION OF CURRENT GENERAL BENEFIT CONTRIBUTION FROM CIW Pursuant to the prior Engineer's Report, the overall general benefit contribution is the sum of the following components:

The City owns, maintains, rehabilitates and replaces curb and gutter along the border of the Districts improvements. This curb and gutter maintenance serves to supporU contain, retain, manage irrigation flow and growth, and provide a boundary for the improvements. The contribution from the City toward general benefit from the maintenance, rehabilitation and replacement of the curb gutter is conservatively estimated to be 1%.

The City owns and maintains storm drainage systems along the border of the Districts improvements. This system serves to prevent flooding and associated damage to the improvements, and manage urban runoff, including local pollutants loading from the improvements. The contribution from the City towards general benefit from the maintenance, and operation of the local storm drainage systems is conservatively estimated to be 1%.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report\)NBS 22

06/11/2024 Item No.9.

The City owns and maintains local public streets along the border of the Districts improvements. These public streets provide access to the improvements for its enjoyment as well as efficient maintenance. The contribution from the City towards general benefit from the maintenance of local public streets is conservatively estimated to contribute 1%.

The improvements were constructed by the original owner/developer(s) as a condition of development.

The value of the construction of the improvements can be quantified and monetized as an annuity, Since this construction was performed and paid by non-assessment funds, this "annuity" can be used to offset general benefit costs and is conservatively estimated to contribute 25%.

Therefore, the totalgeneral benefit that is conservatively quantified at'J".5% is more than offset by the total non-assessment contribution towards general benefit of 28%.

5.4 Method of Apportionment
The second step in apportioning assessments is to determine the relative special benefit for each property.

This process involves determining the relative benefit received by each property in relation to a single family home, or, in other words, on the basis of Single Family Equivalents (SFE). This SFE methodology is commonly used to distribute assessments in proportion to estimated special benefit and is generally recognized as providing the basis for a fair and appropriate distribution of assessments. For the purposes of this Engineer's Report, all properties are assigned a SFE value, which is each property's relative benefit in relation to a single family home on one parcel. ln this case, the "benchmark" property is the single family detached dwelling which is assigned one SFE.

5.5 AssessmentApportionment
The improved properties within the Districts consist primarily of single family, multi-family, commercial and non-assessed parcels, with the vast majority being single family parcels. Since all single family parcels in the Districts are deemed to have good proximity to the improvements, such single family properties receive similar benefit from the proposed improvements and are assigned L.0 SFE unit. The special benefit assignment for other types of properties is further defined as follows.

Many of the Districts contain only single family residences and non-assessed properties such as parks and green spaces. These Districts are:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 1,022American River Canyon North
160American River Canyon North No. 2
t,022American River Canyon North No. 3(1)
165Blue Ravine Oaks
165Blue Ravine Oaks ll
389Cobble Hills Ridge lll Reflections ll
98Cobble Ridge
308Folsom Heights
308Folsom Heights No. 2
103Hannaford Cross
Residential LotsDistrict
(]INBS 23

06/11/2024 Item No.9.
r73Lake Natoma Shores
337Los Cerros
79Natoma Valley
35Prospect Ridge
25Sierra Estates
754Steeplechase
t7The Residences at American River Canyon
L0The Residences at American River Canyon ll
747Willow Creek East
747Willow Creek East No. 2(2)
571Willow Springs
Residential LotsDistrict
(1) See the American River Canyon No. 3 section below for further information . on zones of benefit.
(2) See the Willow Creek East No. 2 section below for further information on zones of benefit.

Single family residential properties in the aforementioned Districts are assigned 1.0 SFE per parcel and condominiums are assigned 0.67 SFEs per residentialunit. District properties are assessed perthe original formation documents, per the table below:
(1) ln 2OO5/07, a general case SFE rate was established for condominiums in Districts in which the original Engineer's Report did not anticipate condominium development. The rate is 0.67 SFEs per residential unit.

AMERICAN RIVER CANYON NORTH NO.3
There are 1,022 residential lots in American River Canyon North No. 3. Each assessable parcel receives a special and direct benefit from the improvements in the District. Since the District is comprised of residential single family improved properties and all properties have good proximity to the improvements, all assessable parcels are estimated to benefit equally from the improvements associated with American River Canyon North No. 3, and the costs associated with the improvements are apportioned equally to all parcels on the basis of current or proposed dwelling units. Each parcel is assigned SFE units relative to the number of current or proposed dwelling units on the parcel.

There are three Zones of Benefit within American River Canyon North District No. 3. ln Zone A each single family parcel is assigned 1.00 SFE, in Zone B, each single family parcel is assigned 0.83 SFE, and in Zone C each single family parcel is assigned 0.50 SFE. Properties in Zone B and Zone C receive lower benefit units because they currently pay for common open space areas within their zone. ln2OO7, when the American River Canyon North District No. 3 was formed, an analysis of the associated landscaping improvements was performed to determine the relative benefit to each zone from this new assessment. lt was estimated that City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2A24/25 Engineer's Report

1.0000Single Family Parcel (per parcel)

0.6700Condominiu6tt) (per unit)

0.0000Non Assessed (e.g. open space, park land, etc.)
Description SFEs
QNBS 24

06/11/2024 Item No.9.

Zone B receives 83%of the special benefit, and Zone C receives 50%of the special benefit. Therefore, the SFE units for Zone B and Zone C have been adjusted accordingly. American River Canyon North District No. 3 properties are assessed per the table below:

American River CanYon No. 3

BRIGGS RANCH
There are 542 residential lots and each residential lot is assigned 1.00 SFE. Non-residential parcels within Briggs Ranch (APNs: 071-1190-007, -0O8, -OIO, -0I2, -013, and -014) are assigned 2.20 SFEs per acre, per the original formation documents. Briggs Ranch properties are assessed per the table below:

Briggs Ranch

BROADSTONE
According to the Method of Spread in Broadstone's original formation documents, there were 895.301 original acres in Broadstone. Of this originalacreage, 476.145 acres subdivided into 1-,530 single family residential lots (average of 4.2 lots per acre) and 479.t56 acres divided into multi-family and commercial lots. The multi-family parcels are designated into two development areas; Bentley Square West and Bentley Square East. Bentley Square West (APNs O72-tO7O-OO2-0000 through APN 072-1070-100-0000) includes 99 units and Bentley Square East (APNs 072-1610-001-0000 through APN 072-1610-053-0000) includes 53 units. The 152 Bentley Square units are each assigned 0.096 SFEs per unit. Due to the small lot density being consistent with the multi-family land use designation, the Vessona and Halidon developments are considered condominiums. These projects are consistent with both the Multi-Family Low Density General Plan Land Use Designation and the Multi-Family zoning of the project site. Parcels within the Vessona and Halidon developments are assigned 0.67 SFEs per unit.

There are 1,530 single family residential lots and each residential lot is assigned 1.00 SFE. Developed non- single family parcels within Broadstone are assigned 2.10 SFEs per acre, unrecorded single family residential lots are assigned 0.65 SFEs per parcel, and undeveloped non-single family residential parcels are assigned 0.704 SFEs per acre. Broadstone properties are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

1.0000Zone A - Original American River Canyon North Area (per parcel)

0.8300Zone B - Canyon Falls Village Area (per parcel)

0.s000Zone C - American River Canyon North No. 2 Area (per parcel)

0.0000Non Assessed (e.g. open space, park land, etc.)
SFEsDescription

1.0000Single Family Parcel (per parcel)

2.2000Non-Residential Parcel (per acre)

0.0000Non Assessed (e.g. open space, park land etc.)
SFEsDescription
QNBS 25

06/11/2024 Item No.9.

Broadstone
BROADSTONE NO.3
According to the Method of Spread in Broadstone No. 3's original formation documents there were 559.36 acres in Broadstone No. 3. Of this acreage, 325.00 acres are single family residential lots (average of 2'034 lots per agel,2O7 .43 acres are industrial, commercial and other uses, and 26.93 acres are non-assessed for use as parks, open space, etc.

There are 548 single family residential lots and each residential lot is assigned 1.00 SFE. Developed non- single family parcels within Broadstone No. 3 are assigned 2.034 SFEs per acre, unrecorded single family residential lots are assigned 0.325 SFEs per parcel, and undeveloped non-single family residential parcels are assigned 0.663 SFEs per acre. Broadstone No. 3 properties are assessed per the original formation documents, per the table below:

Broadstone No. 3
BROADSTONE NO.4
Residential
Certain residential properties in Broadstone No. 4 that contain a single residential dwelling unit are assigned one 1.00 SFE. Detached or attached houses, zero-lot line houses and town homes are included in this category of single family residential.property. lf there is more than one single family detached dwelling on a parcel, it will be charged 1.00 sFE per single family detached dwelling.

Properties with more than one residential unit (other than parcels with more than one detached single family dwelling as described above) are designated as multi-family residential properties. These properties benefit from the improvements in proportion to the number of dwelling units that occupy each property, the average number of people who reside in multi-family residential units versus the average number of people who reside in a single family home and the relative size of each type of residential dwelling unit' City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

1.0000Single Family Parcel (per parcel)

0.6500Unrecorded Single Family Parcel (per parcel)

0.0960Bentley Square Multi-Family Parcel (per parcel)

0.6700Vessona and Halidon Condominium (per unit)

2.1000Developed Non-Single Family Parcel (per acre)

0.7040Undeveloped Non-Single Family Parcel (per acre)

0.0000Non Assessed (e.g. open space, park land etc.)
SFEsDescription

1.0000Single Family Parcel (per parcel)

0.3260Unrecorded Single Family Parcel (per parcel)

2.0340Developed Non-Single Family Parcel (per acre)

0.5630Undeveloped Non-Single Family Parcel (per acre)

0.0000Non Assessed (e.g. open space, park land etc.)
Description SFEs
GNBS 26

06/11/2024 Item No.9.

The population density factors for the area in Sacramento County encompassing Broadstone No. 4, as depicted in the following table, provide the basis for determining the SFE factors for residential properties.

Using the total population in a certain property type in the area from the 2010 Census and dividing it by the total number of such households, finds that approximately 2.97 persons occupy each single family residence, whereas an average of 2.12 persons occupy each condominium. The ratio of 2.91 people on average for a single family residence and 2.12 people per dwelling unit in a'condominium unit results in a population density equivalent of 0.73 for condominiums. Next, the relative building areas are factored into the analysis because special benefits are related to the average size of a property, in addition to average population densities. For a condominium, this calculation results in an SFE factor of 0.40 per dwelling unit.

A similar calculation is used for the SFE assignments for other residential property types. Broadstone No. 4 residential properties are assessed per the original formation documents, per the table below:

Broadstone No. 4 Residential Density and Assessment Factors (1) Properties in excess of 20 units are assessed 0.22 SFEs per unit for the first 20 units and 0.10 SFEs per each additional unit in excess of 20 units.

CommerciaUlndustrial
SFE values for commercial and industrial land uses are based on the equivalence of special benefit on a land area basis between single family residential property. and the average commercial/industrial property, The SFE values for various commercial and industrial land uses are further defined by using average employee densities because the special benefit factors described previously can be measured by the average number of people who work at commercial/industrial properties' ln order to determine employee density factors, the findings from the San Diego Association of Governments Traffic Generators Study (SANDAG Study) are used because these findings were approved by the State Legislature as being a good representation of the average number of employees per acre of land area for commercial and industrial properties. As determined by the SANDAG Study, the average number of employees per acre for commercial and industrial property is 24. ln comparison, the average number of people residing in a single family home in the area is2.97. Since the average lot size for a single family home in Broadstone No. 4 is approximately 0.20 acres, the average number of residents per acre of residential property is 14.55.

The employee density per acre is generally L.55 times the population density of single family residential property per acre (24 employees per acre / 14.55 residents per acre). Therefore, the average employee density can be used as the basis for allocating benefit to commercial/ industrial property since a commercial/industrial property with 4.8 employees receives generally similar special benefit to a residential property with 1 resident. This factor of equivalence of benefit between 1 resident to 4.8 City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

1.00 1.00001.00Single Family Residential
o.73 0.55 0.4000Condominium
o.42 0.2700o.64Duplex, Triplex, Fourplex

0.22000.54 0.34Multi-Family Residential (5+ Unit5;{tr

0.4s 0.20000.45Mobile Home on Separate Lot
Pop. Density
Equivalent
SqFt
Factor
SFE
FactorType of Residential
CINBS 27

06/11/2024 Item No.9.
employees is the basis for allocating commercial/industrial benefit. The table below shows the average employees per acre of land area or portion thereof for commercial and industrial properties and lists the relative SFE factors per quarter acre for properties in each land use category.

Commercial and industrial properties in excess of 5 acres generally involve uses that are more land intensive relative to building areas and number of employees (lower coverage ratios). As a result, the benefit factors for commercial and industrial property land area in excess of 5 acres is determined to be the SFE rate per quarter acre for the first 5 acres and the relevant SFE rate per each additional acre over 5 acres. lnstitutional properties that are used for residential, commercial or industrial purposes are also assessed at the appropriate residential, commercial or industrial rate. Broadstone No. 4 non-residential properties are assessed per the original formation documents, per the table below:

Broadstone No. 4 Commercial/lndustrial Density and Assessment Factors (1) The SFE factors are applied by the quarter aue of land area or portion thereof. Therefore, the minimum assessment for any assessable parcel in these categories is the SFE units listed above.

Undeveloped/Vacant
The benefit to undeveloped properties is determined to be proportional to the corresponding benefits for similar type developed properties, but at a lower rate due to the lack of improvements on the property. A measure of the benefits accruing to the underlying land is the average value of land in relation to lmprovements for developed property. An analysis of the assessed valuation data from the County of Sacramento found that approximately 25o/o of the assessed value of improved properties is classified as the land value. lt is reasonable to assume, therefore, that approximately 25o/o of lhe benefits are related to the underlying land and 75% are related to the improvements and the day-to-day use of the property. Using this ratio, the SFE factor for vacant/undeveloped parcels is 0'25 per parcel.

Other
Article XlllD stipulates that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. All properties that are specially benefited are assessed. Other publicly owned property that is used for purposes similar to private residential, commercial, industrial or institutional uses is benefited and assessed at the same rate as such privately owned property.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

0.500 0.5000Commercial 24
L.420068 L.420Office
24 0.500 0.5000Shopping Center
o.o2t N/A1Self Storage or Parking Lot

0.80 0.033 N/AGolf Course

0.004 N/A0.10Cemeteries

0.05 0002 N/AAgriculture
Type of Commercial/lndustrial
Property
Average
Employees
Per Acre
SFE Units
Per
Quarter Acre(1)
SFE Units
Per
Acre After 5
(3INBS 28

06/11/2024 Item No.9.

Miscellaneous, public right-of-way parcels, well, reservoir or other water rights parcels, limited access open space parcels, watershed parcels and common area parcels typically do not generate employees, residents, customers or guests. Moreover, many of these parcels have limited economic value and, therefore, do not benefit from specific enhancement of property value. Such parcels are, therefore, not specially benefited and are not assessed
Other property land uses in Broadstone No.4 are assessed perthe original formation documents, perthe table below:

Broadstone No. 4 Other Property Assessment Factors
Zones of Benefit
ln 2015, when Broadstone No. 4 was formed, an analysis was performed of the associated lighting and landscaping improvements to determine the relative benefit to each zone from this new assessment. As a result, four Zones of Benefit were created within Broadstone No. 4. Parcels in Zone B are determined to receive 95.25% of the level of special benefit of those within Zone A, parcels in Zone C are determined to receive 93.87% of the level of special benefit of those within Zone A, and parcels in Zone D are determined to receive 92.23% of the level of special benefit of those within Zone A.

NATOMA STATION
There are !,272 single family residential lots within Natoma Station and each residential lot is assigned 1.0 SFE. Condominium parcels are assignedO.6T SFEs per unit, multi-family parcels are assigned 3.2337 SFEs per acre, commercial properties located outside of Lot X are assigned 4.2487 SFEs per acre, commercial properties within Lot X are assigned 0.6299 SFEs per parcel. Natoma Station properties are assessed per the original formation documents, per the table below:

Natoma Station
(1) lncludes APNs: 072-0840-045, -O47 and a portion of -057.

PRAIRIE OAKS RANCH
There are 856 single family residential lots within Prairie Oaks Ranch and each residential lot is assigned 1.0 SFE. The one multi-family property is assigned 57.0 SFEs and the school site is assigned 5.53 SFEs to pay for City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

0.2500Undeveloped/Vacant Parcel (per parcel)

0.0000Non Assessed (e.g. open space, park land etc.)
SFEsDescription

1.0000Single Family Parcel (per parcel)

0.6700Condominium Parcel (per unit)

3.2337Multi-Family Parcel (per acre)

4.2487Commercial Parcel Excluding Lot X (per acre)

0.6299Lot X Commercial Parcel(1)

0.0000Non Assessed (e.g. open space, park land etc.)
Description SFEs
CINBS 29

06/11/2024 Item No.9.
the cost of maintaining the school sites' frontage. Prairie Oaks Ranch properties are assessed per the original formation documents, per the table below:

Prairie Oaks Ranch
PRAIRIE OAKS RANCH NO,2
Residential
Certain residential properties in Prairie Oaks Ranch No. 2 that contain a single residential dwelling unit are assigned 1.0 SFE. Detached or attached houses, zero-lot line houses and town homes are included in this category of single-family residential property. lf there is more than one single-family detached dwelling on a parcel, it will be charged 1.0 SFE per single-family detached dwelling.

Properties with more than one residential unit (other than parcels with more than one detached single- family dwelling as described above) are designated as multi-family residential properties. These properties benefit from the improvements in proportion to the number of dwelling units that occupy each property, the average number of people who reside in multi-family residential units versus the average number of people who reside in a single-family home and the relative size of each type of residential dwelling unit.

The population density factors for the area in Sacramento County encompassing Prairie Oaks Ranch No, 2, as depicted in the following table, provide the basis for determining the SFE factors for residential properties. Using the total population in a certain property type in the area from the 2019 ACS 5 Year estimate and dividing it by the total number of such households, finds that approximately 2.66 persons occupy each single-family residence, whereas an average of 1,.94 persons occupy each condominium. The ratio of 2.65 people on average for a single-family residence and L.94 people per dwelling unit in a condominium unit results in a population density equivalent of 0.73 for condominiums. Next, the relative building areas are factored into the analysis because special benefits are related to the average size of a property, in addition to average population densities. For a condominium, this calculation results in an SFE factor of O.42 per dwelling unit. Should ADUs be developed within Prairie Oaks Ranch No. 2, the assessment would be 1 SFE for the primary SFR and O.42for the ADU. A similar calculation is used for the SFE Rates for other residential property types. Prairie Oaks Ranch No. 2 residential properties are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report

1.0000Single Family Parcel (per parcel)

57.0000Multi-Family Parcel (per parcel)
School Site Parcel (per parcel) 5.6300

0.0000Non Assessed (e,g.open space, park land etc.)
Description SFEs
{DTTTBS 30

06/11/2024 Item No.9.

Prairie Oaks Ranch No. 2 Residential Density and Assessment Factors (1) Properties in excess of 20 units are assessed 0.22 SFEs per unit for the first 20 units and 0.10 SFEs per each additional unit in excess of 20 units.

CommerciaUlndustrial
SFE values for commercial and industrial land uses are based on the equivalence of special benefit on a land area basis between single-family residential property and the average commercial/industrial property.

The SFE values forvarious commercial and industrial land uses are further defined by using average employee densities because the special benefit factors described previously can be measured by the average number of people who work at commercial/industrial properties' ln order to determine,employee density factors, the findings from the San Diego Association of Governments Traffic Generators Study (SANDAG Study) are used because these findings were approved by the State Legislature as being a good representation of the average number of employees per acre of land area for commercial and industrial properties. As determined by the SANDAG Study, the average number of employees per acre for commercial and industrial property is 24. ln comparison, Census data shows that the average number of people residing in a single family home in the area is 2.56. Since the average lot size for a single-family home in Prairie Oaks Ranch No. 2 is approximately 0.20 acres, the average number of residents per acre of residential property is 13.30.

The employee density per acre is generally 1.80 times the population density of single-family residential property per acre (24 employees per acre / 1-3.30 residents per acre). Therefore, the average employee density can be used as the basis for allocating benefit to commercial or industrial property since a commercial/industrial property with 4.8 employees receives generally similar special benefit to a residential property with 1 resident. This factor of equivalence of benefit between 1 resident to 4.8 employees is the basis for allocating commercial/industrial benefit. The table below shows the average employees per acre of land area or portion thereof for commercial and industrial properties and lists the relative SFE factors per quarter acre for properties in each land use category.

Commercial and industrial properties in excess of 5 acres generally involve uses that are more land intensive relative to building areas and number of employees (lower coverage ratios). As a result, the benefit factors for commercial and industrial property land area in excess of 5 acres is determined to be the SFE rate per quarter acre for the first 5 acres and the relevant SFE rate per each additional acre over 5 acres. lnstitutional properties that are used for residential, commercial or industrial purposes are also assessed at the appropriate residential, commercial or industrial rate. Prairie Oaks Ranch No. 2 non- residential properties are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report

1.00 1.00 1.0000Single Family Residential

0.58 0.42000.73Condominium

0.3200o.77 o.42Duplex, Triplex, Fourplex

0.30 0.22000.72Multi-Family Residential (5+ Units)tr

0.58 0.43 0.2500Mobile Home on Separate Lot
Type of Residential Property
Pop. Density
Equivalent
SqFt
Factor
SFE
Factor
SNBS 31

06/11/2024 Item No.9.

Prairie Oaks Ranch No. 2 Commercial/lndustrial Density and Assessment Factors (1) The SFE factors are applied by the quarter acre of land area or portion thereof. Therefore, the minimum assessment for any assessable parcel in these categories is the SFE units listed above.

Undeveloped/Vacant
The benefit to undeveloped properties is determined to be proportional to the corresponding benefits for similar type developed properties, but at a lower rate due to the lack of improvements on the property. A measure of the benefits accruing to the underlying land is the average value of land in relation to lmprovements for developed property. An analysis of the assessed valuation data from the County of Sacramento found that approximately 25% of the assessed value of improved properties is classified as the land value. lt is reasonable to assume, therefore, that approximately 25% of the benefits are related to the underlying land and TSY,are related to the improvements and the day-to-day use of the property. Using this ratio, the SFE factor for vacant/undeveloped parcels is 0'25 per parcel' Other
Article XlllD stipulates that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. All properties that are specially benefited are assessed. Other publicly owned property that is used for purposes similar to private residential, commercial, industrial or institutional uses is benefited and assessed at the same rate as such privately owned property.

Miscellaneous, public right-of-way parcels, well, reservoir or other water rights parcels, limited access open space parcels, watershed parcels and common area parcels typically do not generate employees, residents, customers or guests. Moreover, many of these parcels have limited economic value and, therefore, do not benefit from specific enhancement of propertyvalue. Such parcels are, therefore, not specially benefited and are not assessed.

Other property land uses in Prairie Oaks No. 2 are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report

0.500024 0.500Com,mercial
68 L.420 t.4200Office

0.500 0.500024Shopping Center
L o.ozL N/ASelf Storage or Parking Lot

0.033 N/A0.80Golf Course

0.10 0.004 N/ACemeteries

0.002 N/A0.05Agriculture
Type of Commercial/lndustrial
PropertY
Average
Employees
Per Acre
SFE Units
Per
Quarter Acre{1)
SFE Units
Per
Acre After 5
SNBS 32

06/11/2024 Item No.9.

Prairie Oaks Ranch No. 2 Other Property Assessment Factors

SILVERBROOK
The non-residential properties in Silverbrook are assigned 1,0 SFE per acre and the remaining 273 single family residential lots within Silverbrook are assigned 0.1259 SFEs per residential lot. Silverbrook properties are assessed per the original formation documents, per the table below:

Silverbrook
(1) Based on 34.39 acres that developed into 273 single family parcels.

WITLOW CREEK ESTATES EAST NO.2
Residential
Certain residential properties in Willow Creek Estates East No. 2 that contain a single residential dwelling unit are assigned 1.0 SFE. Detached or attached houses, zero-lot line houses and town homes are included in this category of single-family residential property. lf there is more than one single-family detached dwelling on a parcel, it will be charged 1.0 SFE per single-family detached dwelling.

Properties with more than one residential unit (other than parcels with more than one detached single- family dwelling as described above) are designated as multi-family residential properties. These properties benefit from the improvements in proportion to the number of dwelling units that occupy each property, the average number of people who reside in multi-family residential units versus the average number of people who reside in a single-family home and the relative size of each type of residential dwelling unit.

The population density factors for the area in Sacramento County encompassing Willow Creek Estates East No. 2, as depicted in the following table, provide the basis for determining the SFE factors for residential properties. Using the total population in a certain property type in the area from the 2010 Census and dividing it by the total number of such households, finds that approximately 2.9I persons occupy each single-family residence, whereas an average of 2.12 persons occupy each condominium. The ratio of 2.9L people on average for a single-family residence and 2.12 people per dwelling unit in a condominium unit results in a population density equivalent of 0.73 for condominiums. Next, the relative building areas are factored into the analysis because special benefits are related to the average size of a property, in addition to average population densities. For a condominium, this calculation results in an SFE factor of 0.40 per dwelling unit. A similar calculation is used for the SFE Rates for other residential property types. Willow Creek Estates East No. 2 residential properties are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report Undeveloped/Vacant Parcel (per parcel) 0.2500
Non Assessed (e.g. open space, park land etc.) 0.0000
Description SFEs
Non-Residential Parcel (per acre) 1.0000
Single Family Parcel (per parcel)(1) 0.1259
Non Assessed (e.g. open space, park land etc.) 0.0000
Description SFEs
{DNBS 33

06/11/2024 Item No.9.

Willow Creek Estates East No. 2 Residential Density and Assessment Factors (1) Properties in excess of 20 units are assessed 0.22 SFEs per unit for the first 20 units and 0.10 SFEs per each additional unit in excess of 20 units.

Commercial/l ndustrial
SFE values for commercial and industrial land uses are based on the equivalence of special benefit on a land area basis between single-family residential property and the average commercial/industrial property.

The SFE values forvarious commercial and industrial land uses are further defined by using average employee densities because the special benefit factors described previously can be measured by the average number of people who work at commercial/industrial properties. ln order to determine employee density factors, the findings from the San Diego Association of Governments Traffic Generators Study (SANDAG Study) are used because these findings were approved by the State Legislature as being a good representation of the average number of employees per acre of land area for commercial and industrial properties. As determined by the SANDAG Study, the average number of employees per acre for commercial and industrial property is 24. ln comparison, Census data shows that the average number of people residing in a single family home in the area is 2.91 Since the average lot size for a single-family home in Prospect Ridge is approximately 0.20 acres, the average number of residents per acre of residential property is 14.55.

The employee density per acre is generally 1.65 times the population density of single-family residential property per acre (24 employees per acre / 14.55 residents per acre). Therefore, the average employee density can be used as the basis for allocating benefit to commercial or industrial property since a commercial/industrial property with 4.8 employees receives generally similar special benefit to a residential property with 1 resident. This factor of equivalence of benefit between L resident to 4.8 employees is the basis for allocating commercial/industrial benefit. The table below shows the average employees per acre of land area or portion thereof for commercial and industrial properties and lists the relative SFE factors per quarter acre for properties in each land use category.

Commercial and industrial properties in excess of 5 acres generally involve uses that are more land intensive relative to building areas and number of employees (lower coverage ratios). As a result, the benefit factors for commercial and industrial property land area in excess of 5 acres is determined to be the SFE rate per quarter acre for the first 5 acres and the relevant SFE rate per each additional acre over 5 acres. lnstitutional properties that are used for residential, commercial or industrial purposes are also assessed at the appropriate residential, commercial or industrial rate. Willow Creek Estates East No. 2 non- residential properties are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report

1.00 1.00001.00Single Family Residential

0.73 0.55 0.4000Condominium
o.42 0.2700Duplex, Triplex, Fourplex 0.64
o.64 0.34 o.2200Multi-Family Residential (5+ Unit5;ttt

0.45 0.20000.45Mobile Home on Separate Lot
Type of Residential Property
Pop. Density
Equivalent
SqFt
Factor
SFE
Factor
SNBS 34

06/11/2024 Item No.9.

Willow Creek Estates East No. 2 Commercial/lndustrial Density and Assessment Factors (1) The SFE factors are applied by the quarter acre of land area or portion thereof. Therefore, the minimum assessment for any assessable parcel in these categories is the SFE units listed above.

Undeveloped/Vacant
The benefit to undeveloped properties is determined to be proportional to the corresponding benefits for similar type developed properties, but at a lower rate due to the lack of improvements on the property. A measure of the benefits accruing to the underlying land is the average value of land in relation to lmprovements for developed property. An analysis of the assessed valuation data from the County of Sacramento found that approximately 25o/o of the assessed value of improved properties is classified as the land value. lt is reasonable to assume, therefore, that approximately 25o/o of lhe benefits are related to the underlying land and 75% are related to the improvements and the day-to-day use of the property. Using this ratio, the SFE factor for vacant/undeveloped parcels is 0.25 per parcel.

Other
Article XlllD stipulates that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. All properties that are specially benefited are assessed. Other publicly owned property that is used for purposes similar to private residential, commercial, industrial or institutional uses is benefited and assessed at the same rate as such privately owned property.

Miscellaneous, public right-of-way parcels, well, reservoir or other water rights parcels, limited access open space parcels, watershed parcels and common area parcels typically do not generate employees, residents, customers or guests. Moreover, many of these parcels have limited economic value and, therefore, do not benefit from specific enhancement of property value, Such parcels are, therefore, not specially benefited and are not assessed.

Other property land uses in Willow Creek Estates East No. 2 are assessed per the original formation documents, per the table below:

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report 24 0.500 0.5000Commercial

1..420 L.4200Office 68
24 0.500 0.5000Shopping Center

0.02L N/ASelf Storage or Parking Lot 1

0.80 0.033 N/AGolf Course

0.004 N/ACemeteries 0.10

0.05 0.002 N/AAgriculture
Type of
Commercial/lndustrial Property
Average
Employees
Per Acre
SFE Units
Per
quarter Acre{1)
SFE Units
Per
Acre After 5
T}NBS 35

06/11/2024 Item No.9.

Willow Creek Estates East No. 2 Other Property Assessment Factors Zones of Benefit
As part of the engineering work for this assessment, an analysis was conducted on the relationship (including proximity, level of service, etc.), between properties and the primary improvements located throughout Willow Creek Estates East No. 2. Parcels in Zone A (on Garrett Drive, Ferrera Drive and Whitmer Drive) receive direct special benefit from the proximate landscaping and trees adjacent to the properties as well as less proximate streetlighting. Parcels in Zone B receive direct special benefit from the proximate streetlighting as well as landscaping particularly along the street entrances into the neighborhood. Parcels in Zone C receive direct special benefit from the proximate streetlighting but less benefit from the landscaping because they are less proximate to the landscaped areas.

Thus, three zones (A, B, and C) were created. Parcels in Zone A are determined to receive same level of the level of special benefit of those within Zone B and parcels in Zone C are determined to receive 9L.92% of the level of special benefit of those within Zone A and Zone B.

WILLOW CREEK ESTATES SOUTH
There are 1,L01 single family residential lots within Willow Creek Estates South's Villages 1, 2, 3 (lots 1-40 and 94-154), 4 through 7, and 9A and each residential lot is assigned 1.0 SFE. There are 243 single family residential lots in Villages 8, 9b and 9c and each residential lot is assigned 1.086 SFEs. There are 54 single family residential lots in Village 3 (lots 41-93 and 155-165) and each one is assigned 1.256 SFEs.

Additionally, there are 13 Lexington Business Park parcels assigned 0.618 SFEs per parcel and three Lexington Square parcels assigned 2.47LO SFEs per parcel. Willow Creek Estates South properties are assessed per the original formation documents, per the table below:

Willow Creek Estates South
City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024125 Engineer's Report

0.2500Undeveloped/Vacant Parcel (per parcel)

0.0000Non Assessed (e.9. open space, park land etc.)
SFEsDescription
L.0000Single Family ParcelVillages1,2,3 (Lots 1-40 and 94-154), 4 throueh 7, and 9A (per parcel)

1.0860Single Family Parcel Villages 8, 9b and 9c (per parcel)

1.2560Single Family Parcel Village 3 (lots 41-93 and 155-165) (per parcel)

0.6180Lexington Business Park Parcel (per parcel)

2.47r0Lexington Square Parcel (per parcel)

0.0000Non Assessed (e.g. open space, park land, etc,)
Description SFEs
QNBS 35

06/11/2024 Item No.9.

FIETDSTONE MEADOWS
On April 9,2013 by Resolution No. 9137, the Fieldstone Meadows Landscaping and Lighting District was dissolved. The City will no longer be responsible for maintaining the improvements nor providing services within the Fieldstone Meadows Landscaping and Lighting District.

5.6 Maximum Assessment lncrease
Annually, the maximum assessment rates for Broadstone No. 3 and Cobble Ridge are subject to an annual adjustment tied to the Consumer Price lndex for the San Francisco Bay Area as of December of each succeeding year, with no maximum annual adjustment.

The maximum assessment rates for Natoma Valley, Prospect Ridge, Sierra Estates, The Residences at American River Canyon, The Residences at American River Canyon ll, and Willow Creek Estates East No. 2 are subject to an annual adjustment tied to the Consumer Price lndex for the San Francisco Bay Area as of December of each succeeding year, with a maximum annual adjustment not to exceed 4%.

The maximum assessment rates for American River Canyon North No. 3, Blue Ravine Oaks No. 2, Broadstone No. 4, Folsom Heights No. 2, and Prairie Oaks Ranch No. 2 are subject to an annual adjustment tied to the Consumer Price lndex for the San Francisco Bay Area as of December of each succeeding year, with a maximum annual adjustment not to exceed 3%.

Any change in the Consumer Price lndex in excess of the maximum annual assessment increase shall be cumulatively reserved as the "Unused CPl" and shall be used to increase the maximum authorized assessment rate in years in which the CPI is less than 4% for Natoma Valley, Prospect Ridge, Sierra Estates, The Residences at American River Canyon, The Residences at American River Canyon ll, and Willow Creek Estates East No. 2. The "Unused CPl" shall be used to increase the maximum authorized assessment rate in years in which the CPI is less than 3% for American River Canyon North No. 3, Blue Ravine Oaks No. 2, Broadstone No. 4, Folsom Heights No. 2, and Prairie Oaks Ranch No. 2.

5.7 Fiscal Year 2O24/25 Maximum Assessment
The Fiscal Year 2024/25 maximum authorized and proposed assessment rates are shown below City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's Report s102.e4 s102.94 No lnflatorAmerican River Canyon North

77.70 77.70 No lnflatorAmerican River Canyon North No. 2 372.96 3r2.96 CPI NTE 3%American River Canyon North No. 3 218.60 218.60 No lnflatorBlue Ravine Oaks
110.93 tto.92 CPI NTE 3%Blue Ravine Oaks No. 2
722.28 122.28 No lnflatorBriggs Ranch
L64.99 164.98 No lnflatorBroadstone
cPt41.97 41.90Broadstone No. 3
CPI NTE 3%42.40 42.40Broadstone No. 4-Zone A
CPI NTE 3%40.39 40.38Broadstone No.4-Zone B
FY 2O24/2s
Maximum
Authorized Rate
Maximum
Assessment
lnflatorDistrict Pro osed Rate
FY 2024125
QTTTBS 37

06/11/2024 Item No.9.

CPI NTE 3%39.81 39.80Broadstone No.4-Zone C
CPI NTE 3%39.05 39.04Broadstone No. 4-Zone D
No lnflatorLI3.L4 rt3.t4Cobble Hills lllReflections ll
cPt257.82 191.96Cobble Ridge
No lnflator70.88 70.88Folsom Heights
CPI NTE 3%24L.59 238.56Folsom Heights No. 2
No lnflatorL95.78 195.78Hannaford Cross
No lnflator183.58 L38.16Lake Natoma Shores
No lnflator\27.t8 t21..I8Los Cerros
No lnflator97.7I 9r.70Natoma Station
1,050.02 397.44 CPI NTE 4%Natoma Valley
No lnflator213.61 213.60Prairie Oaks Ranch
343.01 343.00 CPI NTE 3%Prairie Oaks Ranch No. 2
CPI NTE 4%1,317.45 1,317.44Prospect Ridge
CPI NTE 4%445.9t 445.90Sierra Estates
No lnflatorr32.32 132.27Silverbrook
No lnflator157.68 157.68Steeplechase
CPI NTE 4%7s5.55 755.s5The Residences at American River Canyon CPI NTE 4%r,s69.23 1,569.22The Residences at American River Canyon ll

80.40 80.40 No lnflatorWillow Creek Estates East
CPI NTE 4%tt]-.69 111.68Willow Creek Estates No. 2-Zone A&B CPI NTE 4%102.67 L02.62Willow Creek Estates No. 2-Zone C 109.88 109.88 No lnflatorWillow Creek Estates South
No lnflator28.r4 28.74Willow Springs
FY 2024l2s
Maximum
Authorized Rate
FY 202412s
Proposed Rate
Maximum
Assessment
lnf latorDistrict
Each year, prior to the assessments being placed on the tax roll, the City will review the cost estimate and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per benefit point will be based on the estimated costs, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and operational condition. The actual assessment amount may be equal to or lower than the maximum allowable assessmenq however, it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218.

City of Folsom
Landscaping and Lighting Districts - Fiscal Year 2024/25 Engineer's ReportCrNBS 38

06/11/2024 Item No.9.

5. ASSESSMENT DIAGRAM
The boundaries of the Districts are displayed on the following Assessment Diagram. The lines and dimensions of each iot or parcel within the Districts are those lines and dimensions shown on the maps of the County Assessor of the County of Sacramento, at the time this Engineer's Report was prepared, and are incorporated by reference herein and made part of this report.

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City of Folsom
Landscaping and Lighting Districts- Fiscal Year 2A24/25 Engineer's ReportGINBS 39