Placentia City Council
May 17, 2022

• Substantial changes or expansion of the improvements provided • Substantial changes in the service provided
• Modifications or restructuring of the district including annexation or detachment of specific parcels
■ Revisions in the method of apportionment
■ Proposed new or increased assessments 1
1 From the 2013-14 Engineer's Annual Levy Report, City of Placentia, Street Lighting District No. 81-1, dated June 4, 2013.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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Fiscal Year 2022-23 Estimate of Cost and Budget
Budget for Fiscal Year 2022-23
The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings.

An estimate of District costs for fiscal year 2022-23 for the maintenance and servicing of the Improvements is provided below.

Table 2 — FY 2022-23 Estimate of Costs
Expenditure Item Amount
Legal Services $
Engineering Services 10,500
Other Professional Services
Repair / Maintenance Services
Advertising 1,000
City Administrative Services
Postage
Electricity 160,000
Estimated Expenditures $ 171,500
Revenue Item Amount
Direct Benefit Assessments $ 135,286
General Fund Contribution 36,214
Estimated Revenues $ 171,500
Budget Allocation to Parcels Amount
Total Assessment BudgetA $ 135,286
Total Assessment Units (AUs) 4,941.060
Assessment per Assessment Unit (AU)B $ 27.38
Notes to Estimate of Costs:

A. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund, the capital improvement fund, or would be used to reduce future years' assessments.

B. The rate shown here is for an Assessment Unit (single family home or its equivalent). For the definition of the term AU and rates for other types of property, see the section titled, "Method of Assessment" and the sections following it in this report.

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City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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ATTACHMENT 3

Method of Assessment

Method of Apportionment
This 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 District and the Assessment methodology used to apportion the total Assessment to properties within the Assessment District.

The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based on the proportional special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to 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.
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Discussion of Benefit
In 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. Moreover, such benefit is not based on any one property owner's use of the Improvements or a property owner's specific demographic status. With reference to the requirements for Assessments, Section 22573 of the Landscaping and Lighting Act of 1972 states:

The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.

Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that Assessments must be based on the special benefit to property and that the special benefits must exceed the cost of the assessment:

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.

The SVTA decision 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 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 types of special benefit are summarized as follows:

A. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created
B. Improved visibility and safety
C. Improved access
D. Improved community character and vitality
Special Benefit
The special benefits from the Improvements are further detailed below:

Creation of Individual Lots for Residential and Commercial Use that, in Absence of the Assessments, Would Not Have Been Created In most of the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for public improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate "White Paper" reports that the parcels were subject to assessment. Purchase of property was also an "agreement" to pay the Assessment.

Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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Improved Visibility and Safety
Well maintained, effective street lighting provides special benefit to proximate parcels, within the range of the light, because it allows for safer and improved use of the property in the evenings and at night. Street lighting provides special benefit as it increases neighborhood safety and reduces the likelihood of crime on the proximate parcels. Over time, the Improvements continue to confer a particular and distinct special benefit upon parcels within the District because of the nature of the Improvements. The proper maintenance of the streetlights and appurtenant facilities reduces property -related crimes, especially vandalism, against assessed properties in the District.

Improved Access
Well maintained, effective street lighting enhances ingress, egress and accessibility of all forms to the assessed parcels in the evening and at night by increasing visibility. Improved visibility also helps prevent local and pedestrian traffic accidents related to the assessed parcels.

Improved Community Character and Vitality
Well maintained, effective street lighting promotes evening and nighttime social interaction of residents and customers of businesses and industry. This creates a positive atmosphere and enhanced community image in the evening and at night for the assessed parcels.

All of the above-mentioned items also contribute to a specific enhancement to each of the parcels within the District. The proximate street lights clearly make each parcel safer, more visible, more accessible, more useful, more valuable and more desirable; and this further strengthens the basis of these Assessments.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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General Versus Special Benefit
The proceeds from the District are used to fund Improvements and increased levels of maintenance to the public facilities that serve and benefit the assessed properties in the District. In absence of the District, such Improvements would not be properly maintained.

Therefore, the District's purpose is to ensure that the necessary and beneficial public facilities for property in the District are properly maintained and repaired over time. The assessments will ensure that street lighting and associated improvements within and adjacent to the District are functional, well maintained and safe. These public resources directly benefit the property in the District and will confer distinct and special benefits to the assessed properties within the District. Moreover, in absence of the assessments, a condition of development would not be met and future construction in the District could be denied. The creation of individual lots, if any, and the approval for construction in the District, is the overriding clear and distinct special benefit conferred exclusively on property in the District and not enjoyed by other properties outside the District.

Therefore, the assessments solely provide special benefit to assessed property in the District over and above the general benefits conferred to the public at large or properties outside the District.

Although the Improvements maintained by the Services may be available to the general public at large, the Improvements and Services are specifically designed, located and created to provide additional and improved resources for property inside the District, and not the public at large. Other properties that are outside the District do not enjoy the unique proximity and other special benefit factors described previously. These Improvements and Services are of special benefit to properties located within the District because they provide a direct advantage to properties in the District that would not be provided in absence of the Assessments. Any general benefits to surrounding properties outside of the District, if any there were, are collateral and conferred concomitantly.

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 these assessments — the funding must come from other sources.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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ATTACHMENT 3

The maintenance and servicing of these improvements is also partially funded, directly and indirectly from other sources including the City of Placentia, Orange County, 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 other co - located facilities (e.g., curbs, gutters, streets, drainage systems, etc.). This funding from other sources more than compensates for general benefits, if any, received by the properties within the District.

In the 2009 Dahms case, the court upheld an assessment that was 100% special benefit on the rationale that the services funded by the assessments were directly provided within the assessment district. It is also important to note that the improvements and services funded by the assessments in Pomona are similar to the improvements and services funded by the Assessments described in this Engineer's Report, and the Court found these improvements and services to be 100% special benefit. Also similar to the assessments in Pomona, the Assessments described in this Engineer's Report fund Improvements and Services directly provided within the District, and every benefiting property in the District enjoys proximity and access to the Improvements. Therefore, Dahms establishes a basis for minimal or zero general benefits from the Assessments.

Step 1 — Calculate General Benefit
The General Benefits from this assessment may be quantified as illustrated in the following table.

Table 3— Calculation of General Benefit
General Relative
Relative Benefit General
Benefit Factor Weight Contribution Benefit
Creation of individual lots for development or 85 0% 0
approval of building permits
Improved nighttime visibility and safety 5 25% 1.25
Improved Access 5 25% 1.25
Improved Community Character and Vitality 5 25% 1.25
Total 100 3.75
Total Calculated General Benefit 3.75%
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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ATTACHMENT 3

As a result, the City of Placentia will contribute at least 2.5% of the total budget from sources other than the assessment. This contribution offsets any general benefits from the Assessment Services.

Step 2 — Calculate the Current General Benefit Contribution from the City This general benefit contribution is the sum of the following components:

The City of Placentia owns, maintains, rehabilitates and replaces curb and gutter along the border of the District improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the Improvements.

The contribution from the City of Placentia towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 1%.

The City of Placentia owns and maintains a storm drainage system along the border of the District 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 of Placentia towards general benefit from the maintenance, and operation of the local storm drainage system is conservatively estimated to be 1%.

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

The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non -assessment funds, this "annuity" can be used to offset general benefit costs, and is conservatively estimated to contribute 10%.

Therefore the total General Benefit is conservatively quantified at 2.5% which is more than offset by the total non -assessment contribution towards general benefit of 13%.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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ATTACHMENT 3

Method of Apportionment
The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer's Report is included below:

The methodology used fairly distributes the cost of the street lighting system in relation to the benefits received. For Fiscal Year 2022-23 there are 3,632 parcels of property in the District, grouped into one of three benefit zones for assessment purposes. The District was originally established with five benefit zones (A though E) to distinguish variations in benefit. However, Zone C is no longer applicable.

The five benefit zones originally established for the District include the following:

Zone A: Single Family residential, whether detached or condominium.

Zone B: Commercial, industrial, churches, apartments, etc., either developed or in process of development.

Zone C: Parcels in the former Santa Fe Lighting District No. 1. This zone designation was originally established to distinguish specific non-residential parcels that were previously part of the Santa Fe Lighting District No. 1 and were annexed to this District.

Originally, the assessments for these parcels included a temporary loan. The loan recoupment has been satisfied and these parcels are now included as part of Zone B.

Zone D: Parcels that have a recorded tentative or final map, but are not yet developed.

Zone E: Open Space, street areas, or landscape strip parcels are considered to receive no benefit. Parcels within this zone are exempt from assessment.

The basic methodology of apportionment developed for this District in 1981-82 is based on assessment unit. This methodology assigns each residential parcel in Zone A one assessment unit (AU). The relationship between residential parcels in Zone A and acreage parcels in Zone B was established at a six to one ratio based on general density figures for the City. Zone C originally designated parcels that were part of the former Santa Fe Street Lighting District No. 1. The assessments for parcels in Zone C originally included the conversion improvement costs associated with these parcels and were spread over a two-year period. These conversion costs have been satisfied and the Zone C parcels are now included in Zone B. Zone C has been eliminated. Zone D designates City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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parcels where the final tract or parcel maps have been approved and recorded, however construction is not yet in progress. This zone is assessed at 30% of one assessment unit per parcel or proposed parcels based on the approved tract map, whichever is the greater of the two.' Annual Assessment Calculation
For fiscal year 2022-23, the amount of Assessments for the District is not increased from prior years. The calculations for maintenance, service and incidentals follows:

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2 From the 2013-14 Engineer's Annual Levy Report, City of Placentia, Street Lighting District No. 81-1, dated June 4, 2013. Zone E was reported to have 33 parcels, but they were not identified in the accompanying data. Therefore those parcels are not included in the current data.

Because they are exempt from assessment, there is no effect on the assessment apportionment calculations.

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Street Lighting District No. 81-1 - --
Engineer's Report, FY 2022-23 SCIConsultingGroup
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Table 4 — Assessment Calculation
AU Ratio Assessment
Zone Quantity Factor Units
A 3,342 units x 1.00 = 3,342.000 AU
B 263.260 acres x 6.00 = 1,579.560 AU
D 65 units x 0.30 = 19.500 AU
TOTAL Assessment Units 4,941.060 AU
AU Cost
Zone Assessments
$135,286.22 / 4,941.060 AU = $27.38 /AU
Zone A Each residential unit is assessed at one assessment unit:
$27.38 x 1.00
= 27.38 /Parcel
Zone B Each acre is assessed at six assessment units:
$27.38 x 6.00 = 164.28 /Acre
Zone D Each unit or parcel (the greater) is assessed at 0.30 assessment units $27.38 x
Duration of Assessment

0.30 = 8.21 /Unit
The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the Assessment Districts. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer's Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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ATTACHMENT 3

Appeals and Interpretation
Any property owner who feels that the assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment, may file a written appeal with the City of Placentia Public Works department.

Any such appeal is limited to correction of an assessment during the then current or, if before July 1, the upcoming fiscal year. Upon the filing of any such appeal, the City of Placentia City Engineer or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Engineer of the City of Placentia or her or his designee finds that the assessment should be modified, the appropriate changes shall be made to the assessment roll. If any such changes are approved after the assessment roll has been filed with the County for collection, the City Engineer or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Engineer or her or his designee shall be referred to the Public Works Manager, whose decision shall be final.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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Assessment Statement

WHEREAS, the City of Placentia directed the undersigned Engineer of Work to prepare and file a report presenting an estimate of costs, a diagram for the District, and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; Now, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the Placentia City Council, hereby makes the following assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District.

The amount to be paid for the Improvements and the expense incidental thereto, to be paid by the District for the fiscal year 2022-23 is generally as follows:

Table 5 — FY 2022-23 Summary Costs Estimate
For Street Lighting District No. 81-1
Operating Expenses
Capital Expenses
Administration and Project Management
Total for Services
F4�
Less General Fund Contribution
Less Other Revenue
Amount to (from) Dedicated Reserves
Net Amount to Assessments
$ 161,000
0 10,500
$ 171,500
$ (36,214)

0.00 0.00
$ 135,286
As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll.

I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report.

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Street Lighting District No. 81-1 1 �-
Engineer's Report, FY 2022-23 SCIConsultingGroup
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The Assessments are made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements.

Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Orange for the Fiscal Year 2022-23. For a more particular description of said property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County.

I hereby place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the fiscal year 2022-23 for each parcel or lot of land within the District.

Dated: Mav 2. 2022
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f ° No. 4E'845
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
Engineer of Work
By -
Jerry Bradshaw, License No. C048845
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ATTACHMENT 3

Assessment Diagram

The District boundary is conterminous with the City Limits. The parcels to be assessed in Street Lighting District No. 81-1 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Placentia, and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Orange, for Fiscal Year 2022-23, and are incorporated herein by reference, and made a part of this Diagram and this Report.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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LEGEND
=PLACENTIA CITY LIMIT & SLD No 81-1 BOUNDARY
k ASSESSED PARCELS

PREPARED BY SCI CONSULTING GROUP
4745 MM4GELS BLVD
FAIRFIELD CA 94534
{ 707 N36-1300
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
CITY OF PLACENTIA STREET LIGHTING DISTRICT No. 81-1

ASSESSMENT DIAGRAM
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Assessment Roll
An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 401 East Chapman Avenue, Placentia, California 92870.

Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference made part of this Report.

These records shall govern for all details concerning the description of the lots or parcels.

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City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2022-23
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TO:

VIA:

FROM:

DATE:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR/ PUBLIC SERVICES AND INFRASTRUCTURE MAY 17, 2022
SUBJECT: SETTING OF THE ANNUAL SPECIAL TAX RATE FOR FISCAL YEAR 2022-23 FOR COMMUNITY FACILITIES DISTRICT NO. 2014-01
FISCAL
IMPACT: REVENUE: $42,861.23 RECOUPED THROUGH ASSESSMENTS SUMMARY:

On February 18, 2014, the City Council adopted Resolution No. R-2014-10, establishing Community Facilities District No. ("CFD") 2014-01 ("Public Services CFD") to provide an ongoing sustainable funding source paid for by new developments to help fund the cost of public safety services. On March 4, 2014, the City Council adopted Ordinance No. 2014-03, authorizing the City Council to determine, by resolution, on or before August 1 of each year, the specific special tax to be levied on each parcel of land within the CFD.

The CFD is subject to an annual escalation factor beginning on July 1, 2015, which shall be the greater of five percent (5%) or the annual percentage increase, if any, of the Consumer Price Index ("CPI") — All Urban Consumers for the Los Angeles -Long Beach -Anaheim, California as determined by the Bureau of Labor Statistics for the 12 months ending the preceding December

31. RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Adopt Resolution R-2022-32, a Resolution of the City Council of the City of Placentia, California, setting the levy of an Annual Special Tax for Community Facilities District No. 2014-01 (Public Services); and

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2014- 01 (Public Services) for Fiscal Year 2022-23 on the Orange County Secured Property Tax Roll.

1.g.

May 17, 2022

City Council Agenda
May 17, 2022

DISCUSSION:

In 2014, the City Council created CFD 2014-01 to provide a new revenue stream paid for by new residential developments to be used to help fund the cost of public safety services. This type of financing program, which is authorized under the Mello -Roos Community Facilities Act of 1982, envisioned the participation of all future additional new development projects, either by formation of new districts or annexation into the existing CFD.

The special tax that is currently being assessed on properties within the CFD is based upon a Fiscal Impact Analysis ("FIA") that was prepared for the intital formation of the CFD in 2014.

Based on the FIA, the tax rate needed to support public safety services for new residential developments was established at $225.00 for each single-family residential unit per year.

Therefore, the special tax rates for 2014-15 were $225.00 per residential unit for single-family residential property and $170.00 per residential unit for multi -family residential property.

The CFD is subject to an Annual Escalation Factor beginning on July 1, 2015, which shall be the greater of five percent (5%) or the annual percentage increase, if any, of the Consumer Price index for the twelve (12) months ending the preceding December 31. The index identified in the Rate and Method of Apportionment from 2014 was the All -Urban Consumers (CPI_U) for Los Angeles -Riverside -Orange County area. However, in January 2018 the Bureau of Labor and Statistics split the index geographically into a Los Angeles -Long Beach -Anaheim area and a Riverside -San Bernardino -Ontario area. The City has determined that the Los Angeles -Long Beach -Anaheim index is the most appropriate index as it includes both Los Angeles and Orange Counties. The CPI for the 12 months ending the preceding December 31 was 6.6%. Therefore, the special tax rates are being increased by 6.6% as allowed. The adjusted special tax rates for FY 2022-23 are $337.49 per residential unit for single-family residential property and $254.99 per residential unit for multi -family residential property.

FISCAL IMPACT:

For the tax to be applied to a parcel, either construction must be completed or a building permit for the home needs to be issued by the City by June 1 of the preceding fiscal year. Currently, a total of 129 parcels consisting of 127 single-family properties and two (2) multi -family properties have been annexed into CFD 2014-01 since it is creation. The two (2) multi -family properties annexed are The Herald apartment development by Integral/Lyon Living at 131 W Crowther Avenue and the JPI Luxury Apartments development project at 505 W. Crowther For FY 2022- 23, 127 parcels will be assessed at the adjusted special tax rate of $337.49 and one (1) parcel and at the special tax rate of $254.99. Currently, the construction of 54, detached single-family homes by Shea Homes located on the southeast corner of Alta Vista Street and Rose Drive is underway. These new parcels will not be annexed into CFD 2014-01 and levied until FY 2023- 24 when a Certificate of Occupancy has been issued. In addition, the JPI Luxury Apartments development project at 505 W. Crowther Avenue has been annexed into CFD 2014-01. This project is currently under construction and this property will not be assessed in FY 2022-23. The anticipated revenue from these assessments in FY 2022-23 is $42,861.23.

City Council Agenda
May 17, 2022

Prepared by:
7:; 44r�
Elsa Y. Robinson
Management Analyst
Reviewed and approved:

Luis Estevez
Deputy City Administrator
Reviewed and approved:

Jenrfifer L'ampman
Director of Finance
Reviewed and approved:

Damien R. Arrula
City Administrator
Attachments:

1. Resolution R- 2022-32 — Annual Levy for CFD 2014-01 (Public Services)

2. Rate and Method of Apportionment of Special Tax

RESOLUTION NO. R-2022-32

A RESOLUTION OF CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, SETTING THE LEVY OF AN

ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES
DISTRICT NO. 2014-01 (PUBLIC SERVICES) FOR FY 2022-23.

A. Recitals.
(i). The City Council of the City of Placentia ("City Council"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "{Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code ("Act") denominated COMMUNITY FACILITIES DISTRICT NO. 2014-01 (Public Servicers) ("District").
(ii). The City Council, by adoption of Ordinance No. 2014-03 ("Ordinance") as authorized by § 53340 of the California Government Code, has authorized the levy of special taxes within the District to finance the authorized service in accordance with the Rate and Method of Apportionment of the Special Tax ("RMA") set forth in Exhibit "B" to the Resolution of Formation, which is on file in the office of the City Clerk and incorporated by reference herein.
(iii). California Government Code § 53340 provides that the City Council may provide, by resolution, for the levy of the special tax in the current tax year or future tax years at the same rate or at a lower rate than the rate provided by the Ordinance, if the resolution is adopted and a certified list of all parcels subject to the special tax levy including the amount of the tax to be levied on each parcel for the applicable tax year, is filed by the Clerk or other official designated by the legislative body with the county auditor on or before the 10th day of August of that tax year.
(iv). The RMA provides for an annual escalation factor of the greater of five percent (5%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Riverside — Orange County, CA area as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.
(v). The All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles— Long Beach -Anaheim, CA area (part of the former Los Angeles -Riverside -Orange County, CA area) as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31 was 6.6%.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

Resolution R-2022-32 ATTACHMENT 1

1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct.

This City Council does hereby find and determine as follows.

A. The annual escalation for FY 2022-23 shall be 6.6%.

B. The City Council hereby levies a special tax within the District for Fiscal Year 2022-23 at the rate of $337.49 per residential unit for single-family residential property and $254.99 per residential unit for multi -family residential property.

C. The CFD Administrator herby is authorized and directed to file with the County Auditor on or before the 10th day of August a certified copy of this Resolution accompanied by a list of all parcels subject to the special tax levy with the taxes to be levied on each parcel based on the 2022-23 special tax rates set forth in Part B of this Resolution.

D. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.

E. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected, in a space marked "Public Services Special Tax" or by any other suitable designation, the installment of the special tax.

F. The County Auditor shall, at the close of the tax collection period, promptly render to the District a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.

G. This Resolution shall become effective upon its adoption.

APPROVED and ADOPTED this 17th day of May 2022.

Rhonda Shader, Mayor
Resolution R-2022-32 ATTACHMENT 1

ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 17th day of May 2022 by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2022-32 ATTACHMENT 1

RATE AND METHOD OF APPORTIONMENT OF

SPECIAL TAX

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2014-01
(PUBLIC SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels within the City of Placentia Community Facilities District No. 2014-01 (Public Services), ("CFD No. 2014-01"), other than Assessor's Parcels classified as 3xempt Property as defined herein, and collected each Fiscal Year commencing in Fiscal Year 2014-2015, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real properly within CFD No. 2014-01, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequendy annexed to CFD No. 2014-01, unless a separate Rate and Method of Apportionment of Special Tax is adopted for the annexation area,
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of an Assessor's Parcel, expressed in acres, as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable Final Subdivision Map, other final map, other parcel map, other condominium plan, or functionally equivalent map or instrument recorded in the Office of the Country Recorder. The square footage of an Assessor's Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello -Roos Communities Facilities Act of 1982 as amended, being Chapter

2.5, Part 1, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated expenses related to the administration of CFD No. 2014-01: the costs of determining the amount of the levy of Special Taxes, the collection of Special Taxes, including the expenses of collecting delinquencies and pursuing foreclosures, the payment of a proportional share of salaries and benefits of any City employee and City overhead whose duties are directly related to the administration of CFD No. 2014-01, fees and expenses for counsel, audits, costs associated with responding to public inquiries regarding CFD No. 2014-01, and any and all other costs incurred in connection with the administration of CFD No. 2014-01. "Annual Escalation Factor" means the greater of five percent (5%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI").

The annual CPI used shall be for the area of Los Angeles — Riverside — Orange County, CA as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.
"Assessor's Parcel" means a Condominium lot, Lot, or parcel shown in an Assessor's Parcel Map with an assigned assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by assessor's parcel number.
"Base Year" means Fiscal Year beginning July 1, 2014 and ending June 30, 2015.

CFD No. 2014-01
', FWILaJDAiN ( 1 ATTACHMENT 2

EXHIBIT B

"Boundary Map" means the map of the boundaries of CFD No. 2014-01 recorded on January 21, 2014 in the Orange County Recorder's Office in Book 94, Pages 46, of Maps of Assessments and Community Facilities Districts (instrument number 2014-24969), as the same may be amended by annexation from time to time hereafter. "Building Permit" means a permit issued for new construction of a residential dwelling. For purposes of this definition, `Building Permit" shall not include permits for construction or installation of retaining walls, grading, utility improvements, or other such improvements not intended for human habitation.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement for Services and providing for the levy and collection of the Special Taxes for CFD No. 2014-01.
"CFD No. 2014-01" means City of Placentia Community Facilities District No. 2014-01 (Public Services) established by the City Council under the Act, "City" means the City of Placentia.
"City Council" means the Council of the city of Placentia, acting as the legislative body of CFD No, 2014-01.
"Condominium" means an estate in real property consisting of an undivided interest in common in a portion of a parcel of real property together with a separate interest in space in a residential, industrial or commercial building on such real property, such as an apartment, office or store. A condominium may include in addition a separate interest in other portions of suzh real property. Such estate may, with respect to the duration of its enjoyment, be either:
(1) An estate of inheritance or perpetual estate;
(2) An estate for life; or
(3) An estate for years, such as a leasehold or a sublease hold. "County" means the County of Orange.
"Developed Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied.
"Developed Residential Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied and which Building Permit was issued for purposes of constructing one or more Residential Unit(s).
"Exempt Property" means all Assessor's Parcels within CFD No. 2014-01 that are exempt from the Special Taxes pursuant to law or Section F herein. "Final Map" means an Assessor's Parcel Map, a Final Subdivision Map, condominium plan, lot line adjustment, or any other map functionally considered to be an equivalent development map that has been recorded in the Office of the County Recorder, "Final Subdivision Map" means a subdivision of property creating single family residential buildable Lots by recordation of a final subdivision map or parcel map pursuant to the Subdivision Map Act (California Government Code § 66410, et seq.), or recordation of a condominium plan pursuant to California Civil Code § 1352, that creates individual Lots or condominium lots for which building permits may be issued without further subdivision and is recorded prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied. "Fiscal Year" means the period commencing on July 1 of any year and ending the following June 30.

NA(WILLDAN I 2 CFD No. 2014-01
Financial Services ATTACHMENT 2

"Future Annexation Area" means the areas designated for potential future annexation to CFD No. 2014-01 as shown in the "Map of Proposed Boundaries of City of Placentia Future Annexation Area of Community Facilities District No. 2014-01 (Public Services)" recorded and on file with the Orange County Recorder's Office.
"Land Use Type" means any of the land use types listed in Table 1 below. "Lot" means property within a Final Map identified by a lot number or condominium number for which a Building Permit has been issued or may be issued. "Maximum Special Tax" means the maximum Special Tax determined in accordance with Section C, which may be levied in any Fiscal Year on an Assessor's Parcel of Taxable Property. "Multi -Family Residential Property" or "MFR Property" means all Assessor's Parcels of Developed Property for which a Building Permit has been issued for purposes of constructing a residential structure consisting of five (5) or more residential units that share common walls, including, but not limited to, condominiums, and apartment units. "Property Owner Association Property" means for each Fiscal Year any property within the boundaries of CFD 2014-01 that was owned by, or irrevocably dedicated as indicated in an instrument recorded with the County Recorder to, a property owner association, including any master or sub -association, as of June 1.
"Proportionately" means in a mariner such that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Assessor's Parcels within each Land Use Type. "Public Property" means any property that is owned by, dedicated or irrevocably dedicated to a city, the federal government, the State of California, the County, or any other public agency (each, a "Public Entity"); provided, however, that if any such property is leased by such a Public Entity to a private entity and is thereby subject to taxation pursuant to § 53340.1 of the Act, such leasehold estate shall be classified and taxed according to the use thereof. "Residential Property" means all Assessor's Parcels of Developed Property within CFD No. 2014-01 for which a Building Permit has been issued for purposes of constructing one or more Residential Unit(s).
"Residential Unit" means any residence in which a person or persons may live, which is not considered to be used for non-residential purposes.
"Services" means those authorized services that may be funded by CFD No. 2014-01 pursuant to the Act, as amended, including, without limitation, those services authorized to be funded by CFD No. 2014-01 as set forth in the documents adopted by the City Council at the time CFD No. 2014-01 was formed.
"Single -Family Residential Property" or "SFR Property" means an Assessor's Parcel classified as Developed Property for which a Building Permits) has been issued for purposes of constructing one or more single-family residential dwelling units including residential structures or Condominium structures that consist of 4 or fewer units which share common walls. "Special Tax" means the special tax authorized to be levied within CFD No. 2014-01 pursuant to the Act to fund the Special Tax Requirement.
"Special Tax Requirement" means the amount, as determined by the CFD Administrator, for any Fiscal Year to: (i) pay the costs of providing the Services during such Fiscal Year, (ii) pay Administrative Expenses associated with the Special Tax, (iii) establish or replenish any operational reserve fund established for Services, (iv) pay incidental expenses related to the Services as authorized pursuant to the Act, (v) fund an amount equal to a reasonable estimate WI LLDAN I 3 CFD No. 2014-01
FInanalal Services
ATTACHMENT 2

of delinquencies expected to occur in the Fiscal Year in which the Special Tax will be levied ("Estimated Special Tax Delinquency Amount") and (vi) fund the shortfall, if any, in the Special Tax revenues collected in the preceding Fiscal Year necessary to fund the Special .Tax Requirement for Services for such Fiscal Year where such shortfall resulted from delinquencies in the payment of Special Taxes in such Fiscal Year that exceeded the Estimated Special Tax Delinquency Amount included in the Special Tax Requirement for Services for such Fiscal Year.
"Taxable Property" means all Assessor's Parcels that are not exempt from the Special Tax pursuant to law or Section F.
"Undeveloped Property" means an Assessor's Parcel of Taxable Property for which a Building Permit has not been issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied.

B. CLASSIFICATION OF ASSESSOR'S PARCELS
Each Fiscal Year, beginning with Fiscal Year 2014-2015, using the definitions above, each Assessor's Parcel within CFD 2014-01 shall be classified by the CFD Administrator as Taxable Property or Exempt Property. In addition, each such Fiscal Year, each Assessor's Parcel of Taxable Property shall be further classified by the CFD Administrator as Developed Property or Undeveloped Property, Developed Property shall be further classified as Single -Family Residential Property or Multi -Family Residential Property. Commencing with Fiscal Year 2014-2015 and for each subsequent Fiscal Year, Developed Residential Property shall be subject to the levy of Special Taxes pursuant to Section C below.

C. MAXIMUM ANNUAL SPECIAL TAXES

1. Developed Residential Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel of Developed Residential Property shall be subject to the Special Tax. The Maximum Special Tax for Developed Residential Property for Fiscal Year 2014-2015 is shown below in Table

1. TABLE 1

DEVELOPED RESIDENTIAL PROPERTY

MAXIMUM SPECIAL TAX RATES
Land Use Type
Maximum
Special Tax
Residential
SFR Property $225 per Residential Unit
MFR Property $170 per Residential Unit
For each subsequent Fiscal Year following the Base Year, the Maximum Special Tax rate shall be increased from the Maximum Special Tax rate in effect for the prior Fiscal Year by the Annual Escalation Factor.

WI LIDAN I 4 CFD No. 2014-01
Flnunclal Serer
ATTACHMENT 2

2. Annexed Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel of Developed Residential Property that has been annexed into CFD 2014-01 shall be subject to the prevailing Special Tax in effect during the then current Fiscal Year and as determined by Section C.1 above.

3. Undeveloped Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel classified as Undeveloped Property shall be exempt from the levy of the Special Tax

4. Exempt Property
No Special Tax shall be levied on Exempt Property as defined in Section F.

For each Fiscal Year, if the use or ownership of an Assessor's Parcel or Exempt Property changes so that such Assessor's Parcel is no longer classified as one of the uses set forth in Section F, therefore making such Assessor's Parcel no longer eligible to be classified as Exempt Property, such Assessor's Parcel shall be deemed to be Taxable Property and shall be taxed pursuant to the provisions of Section C.

D. METHOD OF APPORTIONMENT OF SPECIAL TAX
Commencing in Fiscal Year 2014-2015 and for each subsequent Fiscal Year, the CFD Administrator shall levy the Special Tax on all Taxable Property of CFD No. 2014-01 until the total amount of Special Tax levied equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property within CFD No. 2014-01 up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

Notwithstanding any provision of this Section D to the contrary, under no circumstances will the Special Tax levied against any Assessor's Parcel of Developed Property that is classified as Residential Property be increased by more than ten percent (10%) per Fiscal Year as a consequence of delinquency or default in the payment of Special Taxes by the owner of any other Assessor's Parcel, excluding therefrom the increased amount levied pursuant to the Annual Escalation Factor.

E. PREPAYMENT OF SPECIAL TAX
The Special Tax shall be levied in perpetuity for the purpose of financing ongoing authorized services and therefore may not be prepaid.

F. EXEMPTIONS
The City Council shall classify as Exempt Property: (i) Public Property, (ii) Property Owner Association Property, (iii)Assessor's Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, including but not limited to property designated for open space, trails, pathways, parks or park and recreation related facilities, (iv) property reasonably designated by the City or CFD Administrator as Exempt Property due to deed restrictions, conservation easement, or similar factors.

CFD No. 2014-01
'" , Financial1MSer-Oma I 5 ATTACHMENT 2

G. APPEALS
Any property owner claiming that the amount or application of the Special Tax is not correct may file a written notice of appeal with the CFD Administrator not later than twelve months after having paid the first installment of the Special Tax that is disputed. The CFD Administrator shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the decision of the CFD Administrator requires that the Special Tax for an Assessor's Parcel be modified or changed in favor of the property owner, a cash refund shall not be made but an adjustment shall be made to the Special Tax on that Assessor's Parcel in the subsequent Fiscal Year(s) to compensate for the overpayment of the Special Tax.

H. MANNER OF COLLECTION
The annual Special Taxes shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that the Special Taxes may be billed and collected at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2014-01.

WWILLDAN I 6 CFD No. 2014-01
rinanolsl5orvicee ATTACHMENT 2

TO:

VIA:

FROM:

DATE:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND INFRASTRUCTURE MAY 17, 2022
SUBJECT: SETTING OF THE ANNUAL SPECIAL TAX RATE FOR FISCAL YEAR 2022-23 FOR COMMUNITY FACILITIES DISTRICT NO. 2018-01
FISCAL
IMPACT: REVENUE: $29,979.60 (RECOUPED THROUGH ASSESSMENTS) SUMMARY:

On April 20, 2018, the City Council adopted Resolution No. R-2018-08, establishing Community Facilities District ("CFD") 2018-01 within the City's Transit Oriented District ("TOD") to provide a non -General Fund and sustainable funding source to payforthe ongoing maintenance and repairs of the public streetscape improvements constructed within the TOD.

CFD 2018-01 is subject to an annual escalation factor beginning on January 2019, which shall be the greater of three percent (3%) or the annual percentage increase, if any, of the Consumer Price Index ("CPI") — All Urban Consumers for Los Angeles -Long Beach -Anaheim, California as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.

RECOMMENDATION:

It is recommended that the City Council take the following action:

1. Adopt Resolution R-2022-33, a Resolution of the City Council of the City of Placentia, California, setting the levy of an annual special tax for Community Facilities District No. 2018-01 (TOD Maintenance Services).

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No.

Community Facilities District No. 2018-01 (TOD Maintenance Services).) for Fiscal Year 2022-23 on the Orange County Secured Property Tax Roll.

DISCUSSION:

In 1978, California voters enacted Proposition 13, which limited the ability of local public agencies to increase property taxes based on a property's assessed value. In 1982, the Mello -Roos Community Facilities Act of 1982 ("Act") was created to provide an alternate method of financing public infrastructure and services. Under the Act, a Community Facilities District ("CFD") may fund

1.h.

May 17, 2022

City Council Agenda
May 17, 2022

public improvements with a useful life of five (5) years or more, such as park and recreational facilities, streets, sewer systems, schools, libraries, childcare facilities, and other public infrastructure. CFDs may also fund the maintenance and servicing of public landscape areas, parks, streetlights, storm drain systems, and public safety services.

In 2018, the City Council created a new CFD to assist in the financing of maintenance and repairs of the new public amenities constructed within the TOD which includes street and pedestrian lighting, landscaping, storm water basins, and pedestrian amenities. All TOD developers are required to annex their properties into the District as a condition of approval for receiving their entitlements. Each fiscal year, the City determines the special tax requirement and associated annual special tax rates for the CFD based upon maintenance and servicing costs within the Project. The special tax is levied and collected in perpetuity, unless and until such time the City determines that the revenue is no longer needed.

The special taxes within the CFD will be levied according to formulas and provisions of the Rate and Method of Apportionment of Special Tax (the "RMA") cointained in the Special Tax Report ("Report") prepared for the formation of the TOD CFD. The Report describes the services to be funded by the CFD; and provides an estimate of the fair and reasonable cost of the Services and incidental expenses for the CFD. In addition, the Report specificed the tax rate needed to support services in the TOD by land use classificiaton.

Currently, the CFD has two annexations to date. In 2017, the City Council approved the land entitlements for the Integral/Lyon Living Project, also known as "The Herald," along with a Development Agreement. The Agreement required Integral/Lyon Living to be the first project to create and annex itself into the new District. This project has been completed and received its Certificate of Occupancy in Fall 2021 and accordingly, this property will be levied in Fiscal Year ("FY") 2022-23 at the rate for a Developed Multi -Family Property. The second property to be annexed was the JPI Luxury Apartments development at 505 W. Crowther Avenue. This project is currently under construction and this property will not be assessed in FY 2022-23. The RMA Report for CFD 2018-01 only allows for taxing developed property and developed property is defined as property that has received a Certificate of Occupancy issued prior to May 1 of the preceding fiscal year.

The CFD is subject to an Annual Escalation Factor beginning on July 1, 2019, which shall be the greater of three percent (3%) or the annual percentage increase, if any, of the CPI for the 12 months ending the preceding December 31. The index identified in the RMA was the All -Urban Consumers ("CPI -U") for the Los Angeles -Long Beach -Anaheim area. The CPI for the 12 months ending the preceding December 31, 2022 was 6.6%. Therefore, the special tax rates are being increased by 6.6% as allowed.

FISCAL IMPACT:

The anticipated revenue from these assessments in FY 2022-23 is $29,979.60.

City Council Agenda
May 17, 2022

Prepared by: Reviewed and approved:

EIsa Y. Ronson
Management Analyst
Jennifer Lampman
Director of Finance
Reviewed and approved: Reviewed and approved:
,bus fs%wtvj
Luis Estevez Damien R. Arrula
Deputy City Administrator City Administrator
Attachments:

1. Resolution No. R-2022-33 — CFD 2018-01

2. Rate and Method of Apportionment for CFD 2018-01

RESOLUTION NO. R-2022-33

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, SETTING THE LEVY OF AN

ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES
DISTRICT NO. 2018-01 (TOD MAINTENANCE SERVICES) FOR
FY 2022-23.

A. Recitals.
(i) The City Council of the City of Placentia ("City Council"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code ("Act") denominated COMMUNITY FACILITIES DISTRICT NO. 2018-01 (TOD Maintenance Services) ("District").
(ii) The City Council, by adoption of Ordinance No. 2018-01 ("Ordinance") as authorized by § 53340 of the California Government Code, has authorized the levy of special taxes within the District to finance the authorized service in accordance with the Rate and Method of Apportionment of the Special Tax ("RMA") set forth in Exhibit "B" to the Resolution of Formation, which is on file in the office of the City Clerk and incorporated by reference herein.
(iii) California Government Code § 53340 provides that the City Council may provide, by resolution, for the levy of the special tax in the current tax year or future tax years at the same rate or at a lower rate than the rate provided by the Ordinance, if the resolution is adopted and a certified list of all parcels subject to the special tax levy including the amount of the tax to be levied on each parcel for the applicable tax year, is filed by the Clerk or other official designated by the legislative body with the county auditor on or before the 10th day of August of that tax year.
(iv) The RMA provides for an annual escalation factor of the greater of three percent (3%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Riverside — Orange County, CA area as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.
(v) The All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles— Long Beach -Anaheim, CA area (part of the former Los Angeles -Riverside -Orange County, CA area) as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31 was 6.6%.

Resolution R-2022-33 ATTACHMENT 1

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct.

2. This City Council does hereby find and determine as follows:

A. The annual escalation for FY 2022-23 shall be 6.6%.

B. The City Council hereby levies a special tax within the District for Fiscal Year 2022-23 at the rate of $151.52 per residential unit for single-family residential detached property, $122.97 per residential unit for single-family residential attached property, $139.44 per residential unit for multi -family residential property, $0.099 per square foot of retail building area, $0.142 per square foot of office building area and $0.066 per square foot of industrial building area.

C. The CFD Administrator herby is authorized and directed to file with the County Auditor on or before the 10th day of August a certified copy of this Resolution accompanied by a list of all parcels subject to the special tax levy with the taxes to be levied on each parcel based on the 2022-23 special tax rates set forth in Part B of this Resolution.

D. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.

E. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected, in a space marked "TOD Maintenance Services Special Tax" or by any other suitable designation, the installment of the special tax.

F. The County Auditor shall, at the close of the tax collection period, promptly render to the District a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.

G. This Resolution shall become effective upon its adoption.

Resolution R-2022-33 ATTACHMENT 1

ADOPTED AND APPROVED this 17th day of May 2022.

Rhonda Shader, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
I, Robert S. McKinnell, City Clerk of the City of Placentia do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 17th day of May 2022 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Councilmembers:

Councilmembers:

Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2022-33 ATTACHMENT 1

PAGE 14

EXHIBIT D - RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX

CITY OF PLACENTIA
Community Facilities District No. 2018-01
(TOD Area Maintenance)
A Special Tax authorized under the Mello -Roos Community Facilities Act of 1982 applicable to the land in the Community Facilities District No. 2018-01 (the "CFD") of the City of Placentia (the "City") shall be levied and collected according to the tax liability determined by the City through the application of the appropriate amount or rate described herein.

A. DEFINITIONS
"Acre" means each acre of the land area making up an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable Final Map or other recorded County parcel map.
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the actual or estimated costs incurred by the City to determine, levy and collect the Special Taxes, including the proportionate amount of the salaries and benefits of City employees whose duties are directly related to administration of the CFD and the fees of Special Tax levy administrator, other consultants, legal counsel, the costs of collecting installments of the Special Taxes upon the County tax rolls and any other incidental costs authorized by the Act. "Annexation Parcel" means any Parcel that is annexed to the CFD after it is formed. "Annual Escalation Factor" means an amount equal to the percentage increase during the preceding year in the Consumer Price Index for All Urban Consumers in the Los Angeles -Riverside -Orange County metropolitan area (CPI -U), as published by the U.S. Department of Labor, Bureau of Labor Statistics, (or if this index ceases publication, an equivalent index ), or 3 percent, whichever is greater. "Assessor's Parcel" or "Parcel" means a lot or parcel shown on an Assessor's Parcel Map with an assigned Assessor's Parcel number.
"Assessor's Parcel Number" means, with respect to an Assessor's Parcel, that number assigned to such Assessor's Parcel by the County for purposes of identification.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

PUBLIC HEARING REPORT
ConsultingGroup
ATTACHMENT 2

PAGE 15
"Annual Special Tax" means the annual Special Tax, determined in accordance with Section D below to be levied in the CFD in any Fiscal Year on any Assessor's Parcel. "Base Year" means the Fiscal Year ending June 30, 2019. "Certificate of Occupancy" means a permit issued by the City authorizing the occupancy of a new Residential Unit or new Nonresidential Building Area. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining and providing for the levy and collection of the Special Tax. "CFD" or "CFD No. 2018-01" means Community Facilities District No. 2018-01 (TOD Area Maintenance) of the City of Placentia.
"City" means the City of Placentia.
"Council" means the City Council of the City of Placentia, acting as the legislative body of the City and the CFD.
"County" means the County of Orange, California.
"County Assessor" means the Orange County Assessor.
"Developed Property" means, in any Fiscal Year, all Taxable Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year. These Assessor's Parcels can be classified into one of following groups: Single Family Detached, Single Family Attached, Multi -Family Residential, Retail/Other, Office, and Industrial.
"Existing Developed Property" means Residential Units and Nonresidential Building Area for which a building permit has been issued prior to January 1, 2018. "Fiscal Year" means the period starting July 1 and ending the following June 30. "Future Annexation Area" means the territory designated for potential future annexation to the CFD as shown in the "Map of Proposed Boundaries of the Community Facilities District No. 2018-01."
"Industrial Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for manufacturing construction. "Land Use Classification" means any of the classes listed in Section B(1).

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

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"Maximum Special Tax" means the greatest amount of Special Tax, determined in accordance with Sections B and C below that can be levied in the CFD in any Fiscal Year on any Assessor's Parcel.
"Multi -Family Residential Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued for construction of a structure with more than one Residential Unit after December 31, 2017 and prior to May 1 of the preceding Fiscal Year. This category includes but is not limited to apartment buildings, duplexes, triplexes, fourplexes, and condominiums. "Nonresidential Building Area" means the "chargeable covered and enclosed space" as defined by California Government Code section 65995(b)(2) to be constructed on Retail/Other Property, Office Property and Industrial Property. "Office Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for general, professional and medical office construction. "Public Property" means any property within the boundaries of the CFD that is either (i) owned by the federal government, the State of California, the County, another public agency, or a private nonprofit organization that owns and is responsible for conservation of open space areas or (ii) encumbered by an easement owned by any such public agency or private organization which easement makes the development of such property impractical. Notwithstanding the foregoing, a leasehold or other possessory interest in any such property which is subject to taxation pursuant to Section 53340.1 of the Act shall not constitute "Public Property." "Residential Unit" means each separate residential dwelling unit on an Assessor's Parcel that comprises an independent facility capable of conveyance or rental as distinct from adjacent residential dwelling units. An accessory residential dwelling unit that shares a Parcel with a Single Family Detached Residential Unit shall not be considered as a Residential Unit for the purposes of this RMA. "Retail/Other Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued for the retail, commercial, or other nonresidential construction after December 31, 2017 and prior to May 1 of the preceding Fiscal Year and is not Industrial Property or Office Property. "RMA" means this Rate and Method of Apportionment of Special Tax. "Services" means the services authorized to be funded by the CFD as described in the Resolution of Intention for the CFD.
"Single -Family Attached Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31,

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

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2017 and prior to May 1 of the preceding Fiscal Year for construction of a residential structure consisting of two or more Residential Units that share common walls, have separate Assessor's Parcel Numbers assigned to them (except for a duplex Residential Unit which may share an Assessor's Parcel Number with another duplex Residential Unit).
"Single -Family Detached Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for construction of a single-family Residential Unit that does not share a common wall with another Residential Unit. "Special Tax" means a Special Tax levied in any Fiscal Year to pay the Special Tax Requirement.
"Special Tax Requirement" means the amount required in any Fiscal Year for the CFD to 1) provide the Services; 2) pay for reasonable Administrative Expenses; 3) pay any amounts required to establish or replenish any reserve funds, and 4) cure any delinquencies in the payment of Special Taxes which have occurred in the prior Fiscal Year or pay for reasonably anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the previous Fiscal Year. "State" means the State of California.
"Taxable Property" means any Assessor's Parcel that is not Tax -Exempt Property. "Tax -Exempt Property" means any Parcel within the CFD which is not Developed Property or Undeveloped Property, and includes Public Property and Existing Developed Property.
"Undeveloped Property" means any Assessor's Parcel which is not Tax -Exempt Property, and for which no Certificate of Occupancy has been approved and issued by June 30 of the previous Fiscal Year.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

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B. DETERMINATION OF MAXIMUM SPECIAL TAX
The Maximum Special Tax shall be calculated as follows:

1. Classification of Parcels. Each Fiscal Year, using the Definitions above and the Parcel records of the County Assessor's Secured Tax Roll of July 1, the City shall cause each Parcel of land in the CFD to be classified as Developed Property, Undeveloped Property, or Tax -Exempt Property. The City shall cause all Developed Property to be further classified as Single Family Detached Property, Single Family Attached Property, Multi -Family Property, Retail/Other Property, Office Property and Industrial Property.

2. Assignment of Maximum Special Tax. Each Fiscal Year, the Base Year Maximum Tax shown below shall be escalated as specified in Section C, Annual Adjustment of Maximum Special Tax, to determine the Maximum Special Tax for the upcoming Fiscal Year for each Land Use Classification.

Land Use Classification
Developed Single Family Detached Property
Developed Single Family Attached Property
Developed Multi -Family Property
Developed Retail/Other Property
Developed Office Property
Developed Industrial Property
Undeveloped Property
Tax -Exempt Property
Base Year Maximum Tax
$138 per Residential Unit
$112 per Residential Unit
$127 per Residential Unit
$0.09 per square foot of
Nonresidential Building Area
$0.13 per square foot of
Nonresidential Building Area
$0.06 per square foot of
Nonresidential Building Area
$0
$0

3. Conversion of a Tax -Exempt Property to a Taxable Property. If a Tax -Exempt Property is not needed for public use and is converted to private use, it shall become subject to the Special Tax.

4. Multiple Land Use Classifications. In some instances, an Assessor's Parcel may contain more than one Land Use Classification. The Maximum Special Tax that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes that can be levied for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator shall determine the allocation to each Land Use Classification.

5. Existing Developed Property. Residential Units and Nonresidential Building Area for which a building permit has been issued prior to January 1, 2018 is exempt from the Special Tax.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

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6. Annexed Property. Each Assessor's Parcel of Developed Property that is annexed into the CFD shall be subject to the Special Tax in effect during the current Fiscal Year.

C. ANNUAL ADJUSTMENT OF MAXIMUM SPECIAL TAX
Beginning in January 2019 and each January thereafter, the Maximum Special Tax shall be adjusted each fiscal year in an amount equal to the percentage increase during the preceding year in the Consumer Price Index for All Urban Consumers in the Los Angeles -Riverside -Orange County metropolitan area (CPI -U), as published by the U.S. Department of Labor, Bureau of Labor Statistics, (or if this index ceases publication, an equivalent index), or three (3) percent, whichever is greater. Each annual adjustment of the Maximum Special Tax shall become effective for the following Fiscal Year.

D. DETERMINATION OF THE ANNUAL SPECIAL TAX
Commencing with the Base Year, and for each subsequent Fiscal Year, the Council shall determine the Special Tax Requirement and shall levy the Annual Special Tax on each Assessor's Parcel of Developed Property at up to one hundred percent of the applicable Maximum Special Tax to fund the Special Tax Requirement.

Under no circumstances will the Annual Special tax levied against any Assessor's Parcel of Developed Property increase by more than ten (10) percent as a consequence of delinquency or default by the owner of any other Assessor's Parcel within the CFD.

Subject to the preceding, the amount of Annual Special Tax levied upon any Developed Property and Undeveloped Property in any Fiscal Year shall not exceed the Maximum Special Tax for such Fiscal Year as computed herein.

E. DURATION OF THE SPECIAL TAX
Assessor's Parcels in the CFD shall remain subject to the Special Tax in perpetuity. If the Special Tax ceases to be levied, the City or its designee shall direct the County Recorder to record a Notice of Cessation of Special Tax. Such notice will state that the obligation to pay the Special Tax has ceased and that the Tien imposed by the Notice of Special Tax Lien is extinguished.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) SC IConsultingGroup

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PAGE 20
F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

G. APPEALS AND INTERPRETATION PROCEDURE
Any property owner who feels that the portion of the Special Tax levied on the subject property is in error, may file a written appeal no later than April 10 of the Fiscal Year in which the levy occurred, with the Public Works Director or his or her designee, appealing the levy of the Special Tax on the subject property. Public Works Director or his or her designee will promptly review the appeal, and, if necessary, meet with the applicant, and decide the merits of the appeal. If the findings of the Public Works Director or his or her designee verify that the Special Tax levied should be modified, the Special Tax levy for future Fiscal Years shall be corrected, and a credit against future Special Taxes shall be arranged, if applicable. Any overcharges shall be corrected solely by means of adjustments to future Special Tax levies; no cash refunds shall be made. Any dispute over the decision of the Public Works Director or his or her designee shall be referred to the Public Works Director, and the Council and the decision of the Council shall be final and binding on all parties.

Interpretation may be made by resolution of the Council for purposes of clarifying any vagueness or uncertainty as it relates to the application of the Special Tax rate, or application of the method of apportionment, or classification of properties or any definition applicable to the CFD.

H. COLLECTION OF THE SPECIAL TAX
The Special Tax shall be collected each year in the same manner and at the same time as ad valorem property taxes are collected and shall be subject to the same penalties and lien priorities in the case of delinquency as is provided for ad valorem taxes. The City shall cause the actions required above to be done for each Fiscal Year in a timely manner to assure that the schedule of the Special Taxes to be collected are received by the County Auditor for inclusion with billings for such ad valorem taxes for the applicable Fiscal Year. However, the CFD Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of the City or as otherwise determined appropriate by the CFD Administrator.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE)

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CITY OF PLACENTIA
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ATTACHMENT 2

TO:

VIA:

FROM:

DATE:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND INFRASTRUCTURE May 17, 2022
SUBJECT: APPROVAL OF FINAL PARCEL MAP NO. 2018-201 PERTAINING TO THE SUBDIVISION OF AN APPROXIMATELY 1.58 ACRE INTO THREE PARCELS

LOCATED ON CALIFORNIA STREET IN THE CITY OF PLACENTIA
FISCAL
IMPACT: NONE
SUMMARY:

At the Planning Commission meeting held on June 11, 2019, the Planning Commission voted to recommend approval of (TPM) 2018-201. Parcel Map No. 2018-201 creates three (3) separate adjacent parcels for the construction of new single-family homes on California Street is hereby submitted for consideration and approval and for recordation with the Orange County Clerk Recorder's Office.

RECOMMENDATION:

It is recommended that City Council take the following actions:

1. Find that recording of Parcel Map No. 2018-201 will not be in violation of any of the provisions of §66474, 66474.1 or 66474.2 of the Subdivision Map Act (California Government Code §66400, et seq.); and

2. Find that the proposed development, together with the provisions for its design and improvement, is consistent with the General Plan required by Article 5 (commencing with §65300) of Chapter 3 of Division 1 of the California Government Code, or any specific plan adopted pursuant to Article 8 (commencing with §65450) of Chapter 3 of Division 1 of the California Government Code; and

3. Direct the City Clerk to endorse on the face of Parcel Map No. 2018-201, the certificate which embodies the approval of said map, and submit the map to the County Recorder of Orange County for recording.

DISCUSSION:

Placentia Municipal Code (PMC) Section 22.80.010(a) requires a Parcel Map for all subdivisions of four (4) or fewer parcels and PMC Section 22.80.060(c) requires that the Planning Commission

1.i.

May 17, 2022

City Council Agenda
May 17, 2022

take action to recommend to the City Council conditional approval or denial of a subdivision map.

At the Planning Commission meeting held June 11, 2019, the Planning Commission voted to recommend approval of TPM 2018-201 to the City Council. Parcel Map 2018-201 involves the subdivision of 1.58 -acre parcel into 3 lots and a remainder lot (Lot "A"), which is a development type that is consistent with the "R-1" Single Family Residential Zone and the General Plan.

Recording of the Parcel Map is required by City Engineering Division Special Conditions and by the requirements of §§ 66426 and 66429 of the Subdivision Map Act. The applicant has prepared the Parcel Map for the said development and has submitted it to the City for approval and recording. The City Engineer has reviewed the submitted Parcel Map No. 2018-201 and all associated documentation and is satisfied that the Parcel Map substantially complies with the tentative map and the conditions of approval. The Orange County Surveyor has also reviewed and approved said Parcel Map No, 2018-201 and has certified to the technical correctness and its compliance with the provisions of the Subdivision Map Act.

FISCAL IMPACT:

There is no direct fiscal impact associated with the recommended actions.

Prepared by: Reviewed and approved:

Masoud ep
City En jeer
Reviewed and approved:

Damien R. Arrula
City Administrator
Attachment:

Parcel Map No. 2018-201
(,ups f ic.vuy
Luis Estevez
Deputy City Administrator

SHEET 1 OF 3 SHEETS
ALL OF TENTATIVE PARCEL MAP NO. 2015-201
PARCELS = 3 NUMBERED
1 LETTERED
AREA: 1954 ACRES (GROSS)

1.551 ACRES (NET)
DATE OF SURVEY: MAY, 2020
PARCEL MAP NO. 2018-201

IN THE CITY OF PLACENTIA,

COUNTY OF ORANGE, STATE OF CALIFORNIA

BEING A SUBDIVISION OF A PORTION OF THE NORTH HALF
OF FRACTIONAL SECTION 20, TOWNSHIP 3 SOUTH, RANGE
9 WEST, S.B.M., AS SHOWN ON A MAP FILED IN BOOK 51,
PAGE 7 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY.

JACK C. LEE, PLS 8407 CALLAND ENGINEERING, INC.

OWNERSHIP CERTIFICATE:

WE, THE UNDERSIGNED, BEING ALL PARTIES HAVING ANY RECORD TITLE INTEREST IN THE LAND COVERED BY THIS MAP, D0 HEREBY CONSENT TO THE PREPARATION AND RECORDATION OF

SAID MAP, AS SHOWN VATHIN THE DISTINCTIVE BORDER UNE
WE HEREBY DEDICATE T0 THE CITY OF PLACENTIA THE EASEMENT FOR STREET PURPOSES:

GOLDEN AVENUE AND CALIFORNIA STREET.

WE HEREBY DEDICATE 16 (AND ACCEPTED BY) THE CITY OF PLACENTIA IN FEE, PARCEL A FOR PUBUC RECREATION IRAl PURPOSES.

AA INVESTMENT LLC. A CAUFORNIA UNITED LIABILITY COMPANY (OWNER) (FIlmoesi)
NOTARY ACKNOWLEDGEMENT:

A NOTARY PUBLIC OR OTHER OFFICER COMPLETING THIS CERTIFICATE VERIFIES ONLY THE IDENTITY OF T1-10 INDIVIDUAL WHO SIGNED THE DOCUMENT TO WHICH THIS CERTIFICATE IS ATTACHED, AND NOT THE TRUTHFULNESS. ACCURACY, OR VAUDITY OF THAT DOCUMENT.

STATE OF CALIFORNIA )
COUNTY OF /041" e )
ON M4M-Ci dv 9518. WORE ME N4..w". C. 841 lc. . A NOTARY PUBLIC. PERSCIIALLF APPEARED JUST NGUYEN 1110 PROVED TO ME ON THE BASS OF

SATISFACTORY EVIDENCE TO BE THE PERSON WHOSE NAME IS SUBSCRIBED TO THE WITHIN

INSTRUMENT AND ACKNOWLEDGED TO ME THAT HE EXECUTED THE SAME IN HIS AUTHORIZED CAPACITY AND THAT BY HIS SIGNATURE ON THE INSTRUMENT THE PERSON. OR THE ENTITY UPON BEHALF OF WHICH THE PERSON ACTED, EXECUTED THE INSTRUMENT.

I CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING PARAGRAPH IS TRUE AND CORRECT.

WITNESSMY HAND
SIGNATURE: 6^)1x- MY PRINCIPAL PLACE OF BUSINESS IS IN

NOTARY PUBLIC IN AND FOR

SAID STATE

PRINT INANE
r
e^ --L.11 COUNTY.

MY COMMISSION EXPIRES; .1-1
MY COMMISSION N0. .7%11.179
COUNTY TREASURER - TAX COLLECTOR'S CERTIFICATE:

STATE OF CAUFORNIA )
) 55

COUNTY OF ORANGE )
I HEREBY CERTIFY THAT ACCORDING TO THE RECORDS OF MY OFFICE. THERE ARE NO LIENS

AGAINST THE LAND COVERED BY THIS MAP OR ANY PART THEREOF FOR UNPAID STATE,

COUNTY, MUNICIPAL OR LOCAL TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES,

EXCEPT TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES NOT YET PAYABLE,

AND DO CERTIFY TO THE RECORDER OF ORANGE COUNTY THAT THE PROVISIONS OF THE

SUBDIVISION MAP ACT HAVE BEEN COMPUED WITH REGARDING DEPOSITS TO SECURE

PAYMENT OF TAXES OR SPECIAL ASSESSMENTS COLLECTED AS TAXES ON INC LAND COVERED BY THIS MAP.

DATED THIS DAY OF
(DAY) (MONTH)
SHARI L FREIOENRICH BY:

COUNTY TREASURER - TAX COLLECTOR
(YEAR)

TREASURER -TAX COLLECTOR
SIGNATURE OMISSION NOTES:

PURSUANT TO THE PROVISIONS OF SECTION 66436, (0)(3)(A)(I-MI1I) OF THE SUBDIVISION MAP ACT, THE FOLLOWING SIGNATURES HAVE BEEN OMITTED.

STERNS RANCHO COMPANY, HOLDER OF AN EASEMENT FOR ROAD. RAILROADS AND DITCHES, RESERVED IN A DOCUMENT RECORDED DECEMBER 9, 1903, IN BOOK 91, PAGE 35 OF DEEDS.

STANDARD OIL COMPANY OF CALIFORNIA, HOLDER OF AN EASEMENT FOR PIPE LINE PURPOSES, PER DOCUMENT RECORDED DECEMBER 10, 1915, IN BOOK 279, PAGE 317 OF DEEDS, COUNTY OF ORANGE. HOLDER OF AN EASEMENT FOR ROAD PURPOSES PER DOCUMENT RECORDED NOVEMBER 26. 1926, IN BOOK 669, PAGE 306 OF DEEDS.

UNITED STATES OF AMERICA. HOLDER OF AN EASEMENT FOR FLOOD CONTROL AND CHANNEL RECTIFICATION PURPOSES, PER DOCUMENT RECORDED NOVEMBER 18. 1960. IN BOOK 5515, PAGE 69 OF OFFICIAL RECORDS.

ORANGE COUNTY FLOOD CONTROL DISTRICT, HOLDER OF AN EASEMENT FOR FLOOD CONTROL AND WATER CONSERVATION PURPOSES, PER DOCUMENT RECORDED NOVEMBER 12, 1965, IN BOOK 7738, PAGE 903 OF OFFICIAL RECORDS.

YORBA UNDA COUNTY WATER DISTRICT, HOLDER OF AN EASEMENT FOR SEWER UNE PURPOSES, PER DOCUMENT RECORDED AUGUST 11, 1966, IN BOOK 8016, PAGE 682 OF OFFICIAL RECORDS

COUNTY OF ORANGE, HOLDER OF AN EASEMENT FOR DRAINAGE PURPOSES, PER DOCUMENT RECORDED MAY 31, 1967. IN BOOK 8266, PAGE 775 OF OFFICIAL RECORDS.

CITY OF PLACENTIA, HOLDER OF AN EASEMENT FOR STREET AND PUBLIC UI1UTY PURPOSES PER DOCUMENT RECORDED APRIL 3, 1972, IN BOOK 10065, PAGE 364 OF OFFICIAL RECORDS.

CITY OF PLACENTIA. HOLDER OF AN EASEMENT FOR RECONSTRUCTION OF GOLDEN AVENUE BRIDGE PURPOSES PER DOCUMENT RECORDED JULY 7, 2020, AS INSTRUMENT NO 2020000319631 OF OFFICIAL RECORDS
PURSUANT TO THE PROVISIONS OF SECTION 66436, (o)(3)(C) OF THE SUBDIVISION MAP ACT, THE FOLLOWING SIGNATURES HAVE BEEN OMITTED.

STANDARD OIL COMPANY, HOLDER OF OIL AND GAS LEASE. PER DOCUMENT RECORDED APRIL 1, 1914, IN BOOK 5, PAGE 353 OF LEASES, RECORDS OF ORANGE COUNTY.

ACCEPTED AND FILED AT THE

REQUEST OF

CHICAGO TITLE COMPANY
DATE
TIME
FEE $
INSTRUMENT N0.

BOOK PAGE
BY

HUGH NGUYEN

COUNTY CLERK - RECORDER
DEPUTY
SURVEYOR'S STATEMENT:

THIS MAP WAS PREPARED BY ME OR UNDER MY DIRECTION AND IS BASED UPON A HELD

SURVEY IN CONFORMANCE WITH TFIE REQUIREMENTS OF THE SUBDIVISION MAP ACT AND

LOCAL ORDINANCE AT THE REQUEST OF JIMMY NGUYEN OF AA INVESTMENT LLC, IN MAY, 2020.1 HEREBY STATE THAT ALL MONUMENTS ARE OF THE CHARACTER AND OCCUPY THE POSITIONS INDICATED. OR THAT THEY WILL BE SET IN SUCH POSITIONS WITHIN ONE YEAR AFTER MAP RECORDATION; AND THAT SAID MONUMENTS ARE SUFFICIENT TO ENABLE THE SURVEY TO BE RETRACED. I HEREBY STATE THAT THIS PARCEL MAP SUBSTANTIALLY CONFORMS TO THE APPROVED OR CONDITIONALLY APPROVED TENTATIVE MAP, IF ANY_ dalitiC4e
MARCH 22, 2022
JACK C. LEE, LS 8407 DATE:

EXPIRES: 6-30-2022
CITY ENGINEER'S STATEMENT:

I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND IT TO BE

SUBSTANTIALLY IN CONFORMANCE WITH THE TENTATIVE MAP, IF REQUIRED, AS FILED WITH, AMENDED AND APPROVED BY THE CITY PLANNING COMMISSION; THAT ALL P605101ON5 OF

THE SUBDIVISION MAP ACT AND CITY SUBDIVISION REGULATIONS HAVE BEEN COMPUED WITH,

DATED THIS
DAY OF
AeRll-
AIR R.C,E NO. 52766
CITY E .1 a• CITY OF PLACENTIA
, 202y
CITY SURVEYOR'S STATEMENT:

I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND THAT IT CONFORMS 69111 MAPPING PROMSIONS OF THE 0350150)06 MAP ACT ANO I AM SATISFIED SAID MAP I5 TECHNICALLY CORRECT IN ALL RESPECTS NOT STATED TO BY TRE COUNTY 5394EVM
DATED THIS Ear DAY OF IIMP,L 20_211.

DATE:

EXPIRATION DATE: JUNE9E 30. 2022

CITY SURVEYOR - CITY OF PLACENTIA
CITY CLERK'S CERTIFICATE:

STATE OF CAUFORNIA )

CITY OF PLACENTIA ) SS

COUNTY OF ORANGE )

I HEREBY CERRFY THAT THIS MAP WAS PRESENTED FOR APPROVAL TO THE CITY COUNCIL OF THE CITY OF

PLACENTIA AT A REGULAR MEETING THEREOF HELD ON THE DAY OF 20 AND THAT THEREUPON SAID COUNCIL 01D, BY AN ORDER DULY PASSED AND ENTERED, APPROVE SAID MAP.

MID DID ALSO ACCEPT ON BEHALF OF THE CITY OF PLACENTIA THE EASEMENT FOR STREET PURPOSES:

GOLDEN AVENUE AND CAUFORNIA STREET AND PARCEL AIN FEE FOR THE OPEN SPACE AND PUBUC

RECREATION TRAIL USE PURPOSES
AND DID ALSO APPROVE SUBJECT NAP PURSUANT TO THE PROVISIONS OF SECTION 66436(9)(3)(A) OF THE SOBDIM51ON MAP ACT.

DATED THIS DAY OF 20
ROBERT S. MCKINNELL

CITY CLERK - CITY OF PLACENTIA
COUNTY SURVEYOR'S STATEMENT:

I HEREBY STATE THAT I HAVE EXAMINED THIS MAP AND HAVE FOUND THAT ALL MAPPING

PROVISIONS OF THE SUBDIVISION MAP ACT HAVE BEEN COMPLIED WITH AND I AM

SATISFIED SAID MAP IS TECHNICALLY CORRECT RELATIVE TO THE PARCEL MAP BOUNDARY,

DATED THIS DAY OF
KEVIN R. HILLS, COUNTY SURVEYOR
LS 6617
BY: ULY M. N. SANDBERG, DEPUTY COUNTY SURVEYOR
P.L.S. 6402
- 20

ATTACHMENT

SHEET 2 OF 3 SHEETS
ALL OF TENTATIVE PARCEL MAP N0. 2018-201
PARCELS = 3 NUMBERED
1 LETTERED
AREA: 1.954 ACRES (GROSS)

1.551 ACRES (NET)
DATE OF SURVEY: MAY, 2020
BASIS OF BEARINGS:

THE BEARINGS 5H0WN HEREON ARE BA5ED ON THE
B EARING BETWEEN 4461 HORIZONTAL CONTROL STATION
CPS NO 5183 AND STATION GPS NO. 0495 BEING NORTH
82'38'20• WEST PER RECORDS ON OLE IN THE OFFICE OF
THE ORANGE COUNTY SURVEYOR.

PARCEL MAP NO. 2018-201

IN THE CITY OF PLACENTIA,

COUNTY OF ORANGE, STATE OF CALIFORNIA
DATUM STATEMENT:

COORDINATES SHORN ARE BASED ON THE CAUFORNIA COORDINATE SYSTEM (CCS83), ZONE M, 1983 NAD, (2017.50 EPOCH OCS GPS ADJUSTMENT). ALL DISTANCES SHOWN ARE GROUND UNLESS OTHERWISE NOTED. TO OBTAIN ORI0 DISTANCE, MULTIPLY GROUND DISTANCE BY

0.98999105 (SCALE FACTOR IS PROJECT SPECIFIC.)
SURVEYOR'S BOUNDARY NOTE:

THERE ARE NO CONFLICTS WITH DOSTING VISIBLE IMPROVEMENTS AND THE E61EROR BOUNDARY UNE (DISTINCTIVE BORDER) OF THIS MAP AS Eir00115Hm 5[14844.
ga
W
z
F9 PUNCHED I 1/4',
MASS 95C 16' 0N,
611147 1416901. 9I
514 0q(L Reams
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PARCEL 1 1 ®Y WM G Y11F34T 10 'HI YOR6A GLIA COMM 169101 8610011. [W SERER UNE

1... 9.046 SF. PV 18 DOCUMENT 11909100 AUGUST 11, 1060. N aim 6610, PAGE 062 OF 8'4441.. IEOTRC•„
1 ®60C1�404 9421 � 19 MME 0O1(17 OE 2421491. PLR 0RAY9AC PURPOSE; 40.

39. INF. N N. 8004 NPA02 776 0! 01119AL = 62.

OM ®1O Inc EASWEn1 10 OKE CONTE 0 91Y'69 1416' I ®VMMIO 2 10091 01a l K 10 an 071550 4009)11. 459 illi[ me M118K U5NTY mamma OCO R6645a4611E9011CFf9 NAL ./, 107; 44 m0M 1066'1 POLE 301 61 004001 0E9f99R
I -- FD SRW, STAMPED YS 5411'/ 1 ®yi E 6.46T Id STERNS 1040005 COMPANY. FOR ME PURPOSE OF 60005, ROSH PFR CR 2019-2811 WORMS* MC 9012* PIA 1801094 RECORDED DECEMBER 9. 1903, IN BOOK 91, L- --j AC[ 37 p oomf -SEE SHEET 3 FOR EASEMENT NO1E 50051•

SHEET 3 OF 3 SHEETS
ALL OF TENTATIVE PARCEL MAP NO. 2019-201
PARCELS = 3 NUMBERED
1 LETTERED
AREA: 1.954 ACRES (GROSS)

1.551 ACRES (NET)
DATE OF SURVEY: MAY, 2020
PARCEL MAP NO. 2018-201

IN THE CITY OF PLACENTIA,

COUNTY OF ORANGE, STATE OF CALIFORNIA
JACK C. LEE, PLS 8407 CALLAND ENGINEERING, INC.

C45E11E111 NOTES (CON'*
4919929 Rpm ulialorr 19 IRE 015 0' 91,909,112. r06 107011061! 619E1 C09D'11JC1101i P9'R0[13+11 50101110.11 SCC RDECI .DIY 7, 1970 AS PalitU 1' }0, 20200011005 aF 00*21 900(0!. 96911111 9991N E6NE11LI1 0 761='9' 19 194 VW d 1•IFW191, 9001 950U69.9 513601 01SI100F9e 90100'W5 PCI =NW 1 At! 7, 202% A5 LVSWAIL•TI NO. 1117 0719001 8Po 10 • 1.41'r
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TO:

VIA:

CITY COUNCIL

CITY ADMINISTRATOR
Placentia City Council

AGENDA REPORT
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND

INFRASTRUCTURE
DATE: MAY 17, 2022
SUBJECT: PURCHASE OF NEW FLEET VEHICLES FOR THE POLICE, COMMUNITY

SERVICES AND PUBLIC WORKS DEPARTMENTS AND TEMPORARY

INCREASE TO CITY ADMINISTRATOR APPROVAL LIMIT FOR FLEET

PURCHASES
FISCAL
IMPACT: EXPENSE: $ 135,810.42 Purchase of Three (3) Ford Trucks BUDGETED: $ 79,214.00 FY 2021-22 Placentia Navigation Center Fund (784070-6840)
$ 94.000.00
$ 43,000.00
$ 44,000.00
SUMMARY:

FY 2021-22 CIP Budget
(798201-6842 Public Works Arrowboard Truck)
(108204-6842 & 798204-6842 Community
Services Stakebed Truck)
The City Council budgeted funds in the previous and current fiscal year to replace an existing stake bed truck in the Community Services Department, a service truck in Public Works as well as purchase a new truck for our Homeless Liaison Officers (HLO). The City Council previously approved the purchase of the HLO truck which was ordered on June 2, 2021, and due to extensive delays and production issues at the Ford plant the truck have yet to be put into production.

Currently, there is an estimated production start time of July 2022. Given the pressing nature of the use of the HLO vehicle and the extensive delays encountered thus far, Staff began to seek out alternative sources to procure this vehicle and found one on the lot at Villa Ford. Given the scarcity of new vehicles at this time the City issued Villa Ford a purchase order for the vehicle in advance of seeking Council's approval. The City took delivery of the vehicle on May 4th and the May 17th Council meeting is the first available meeting to obtain Council approval for the purchase.

The same approach was taken to purchase the new truck for the Community Services Department. Staff has been searching at various dealerships since July 2021 for an available truck since they were advised that new factory fleet orders were delayed until September/October 2022. Staff were able to find an available truck that meets their needs on the lot at Villa Ford as this particular truck was ordered by another party who subsequently canceled the order. Staff recently took delivery of the vehicle and now presents the purchase order request to the City Council for its consideration. A second truck that was canceled as part of that order was also newly available for purchase by the Public Works Department. The City Council had previously

1.j.

May 17, 2022

City Council Agenda
May 17, 2022

approved a purchase order with Fairway Ford for a new F-150 Arrowboard Truck, but the vehicle has yet to enter production. Staff proposes to cancel that particular purchase order with Fairway Ford and purchase the vehicle through Villa Ford instead. The City Administrator authorized the purchases under his COVID-related emergency purchasing power given the continuing difficulties faced by the City in replacing critical fleets units in a timely fashion which is having significant impacts on the City's ability to deliver critical services to the community.

Given the continuing supply chain issues and shortage of vehicles Nationwide the City needs additional flexibility to exercise these purchases since available vehicles are now often purchased sight unseen and acquired by various businesses and in some cases, other cities. Staff is recommending that the City Council increase the City Administrator's purchasing limit for vehicle purchases over $40,000 for a period of one year to provide added flexibility for Staff to be able to secure vehicles in a more expeditious manner. The purchasing limit increase would be limited to vehicle purchases only and the City would continue to utilize the City's recently updated purchasing policy requirements for vehicle acquisitions.

RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Authorize the purchase of three (3) 2022 Ford pick-up trucks from Villa Ford in the amount of $135,810.42; and

2. Authorize the installation of all necessary emergency response equipment to properly outfit the vehicles in an amount not -to -exceed $25,000; and

3. Authorize the City Administrator to approve invoice changes up to 10% of each of the equipment and quoted amounts; and

4. Authorize the City Administrator and/or his designee to execute all necessary documents effectuate the purchase of the vehicle and installation of necessary emergency response equipment; and

5. Authorize the City Administrator to temporarily acquire fleet vehicle purchases in excess of $40,000 without City Council approval for a period of one (1) year and in conformance with the City's Purchasing Policy.

DISCUSSION:

The City Council budgeted funds in the prior and current fiscal year to replace an existing stake bed truck in the Community Services Department, a service truck in Public Works as well as purchase a new truck for our Homeless Liaison Officers (HLO). The City Council previously approved the purchase of the HLO truck which was ordered on June 2, 2021, and due to extensive delays and production issues at the Ford plant the truck have yet to be put into production.

Currently, there is an estimated production start time of July 2022; however this is the third production date extension provided by Ford. Given the pressing nature of the use of the HLO vehicle and the extensive delays encountered thus far Staff began to seek out alternative sources

City Council Agenda
May 17, 2022

to procure this vehicle and found a qualifying truck in stock at Villa Ford. Given the scarcity of new vehicles at this time the City issued Villa Ford a purchase order for the vehicle in advance of seeking Council's approval. The City took delivery of the vehicle on May 4th and the May 17th Council meeting is the first available meeting to obtain Council approval for the purchase.

The same approach was taken to purchase the new truck for the Community Services Department. Staff has been searching at various dealerships since July 2021 for an available truck since they were advised that new factory fleet orders were delayed until September/October 2022. Staff were able to find an available truck that meets their needs on the lot at Villa Ford as this particular truck was ordered by another party whom subsequently canceled the order. Staff recently took delivery of the vehicle and now presents the purchase order request to the City Council for its consideration. A second truck that was canceled as part of that order was also newly available for purchase by the Public Works Department. The City Council had previously approved a purchase order with Fairway Ford for a new F250 pick-up, but the vehicle has also yet to enter production. Staff proposes to cancel that particular purchase order with Fairway Ford and purchase the vehicle through Villa Ford instead. The City Administrator authorized the purchases under his COVID-related emergency purchasing power given the continuing difficulties faced by the City in replacing critical fleets units in a timely fashion which is having significant impacts on the City's ability to deliver critical services to the community.

Given the continuing supply chain issues and shortage of vehicles nationwide Staff needs additional flexibility to exercise these purchases since available vehicles are now often purchased sight unseen. Staff is therefore recommending that the City Council increase the City Administrator's purchasing limit for vehicle purchases over $40,000 for a period of one year only and in conformance with the City's Purchasing Policy. This temporary authorization will provide Staff added flexibility for vehicle acquisitions in a timely manner while not violating the City Administrator's purchasing authority. The purchasing limit increase would be limited to vehicle purchases only.

FISCAL IMPACT:

The funds to purchase these three (3) vehicles have been budgeted in the Fiscal Year (FY) 2021- 22 Operating Budget and Capital Improvement Program (CIP) Budget. The FY 2021-22 Operating Budget includes funding from the Navigation Center budget for the purpose of purchasing and outfitting the HLO truck. A total of $50,000 in Measure U Funds was budgeted in the FY 2021-22 CIP Budget for the purchase of one (1) F-250 Mechanic Utility Truck for the Public Works Department and $44,000 in General Fund and Measure funds for the purchase of one (1) F-250 Utility Truck for the Community Services Department. The total cost to purchase the three (3) trucks, based upon the quotes provided by Villa Ford, is $135,810.42. As such, sufficient funds exist for the recommended actions.

City Council Agenda
May 17, 2022

Prepared by:

E sa obinson
Management Analyst
Reviewed and approved:
(Ais f s t i)
Luis Estevez
Deputy City Administrator
Attachments:

Quotes from Villa Ford
Reviewed and Approved:

Jonnif r Lampman
Director of Finance
Reviewed and approved:

Damien R. Arrula
City Administrator

INVOICE

DATE BILLED
City of Placentia Police Dept.
401 E Chapman Ave
Placentia CA 92870
NKD82407
04/21/2022
Year 2022
Make Ford
Model F150
Vin# 1FTFW1E5XNKD82407
Sales price
Doc and CVR
Sales tax 8.75%
$46077.58
$ 124.75
$4039.23
Total amount due $50241.56
2550 N. Tustin St., Orange, CA 92865 - 714.637.8222 - www.villaford.com

IthircACI

CITY OF PLACENTIA
2022 F250 REGULAR CAB
SALESPERSON: TORENO WINN
5/5/2022 9:35 AM
This presentation is designed to provide an example of various finance options that may be available. Incentive programs, Rebates, Rates, Terms and Payments are estimates, subject to change and are impacted by individual credit history and subject to credit approval and program verification. Specific details will be provided when an alternative or alternatives are selected.

Cash Deal Structure
Market Value 41,955.00
Discount Savings -2,698.00
Vehicle Price 39,257.00
Document Prep Fee 85.00
Sales Tax 3,442.43
Due On Delivery
Tax: CA 8.75% TAX
42,784.43

8.75%
On Approved Credit - APR and Payment may vary based upon Credit History, Down Payment and Lender Approval. Vehicle Price is before Taxes and/or applicable fees. Tax Profile: CA 8.75% Tax © Copyright 2022 Guest Concepts, Inc. — All Rights Reserved

Viltarcir,,A1

CITY OF PLACENTIA
2022 F250 REGULAR CAB
SALESPERSON: TORENO WINN
5/5/2022 9:35 AM
This presentation is designed to provide an example of various finance options that may be available. Incentive programs, Rebates, Rates, Terms and Payments are estimates, subject to change and are impacted by individual credit history and subject to credit approval and program verification. Specific details will be provided when an alternative or alternatives are selected.

Cash Deal Structure
Market Value
Discount Savings
Vehicle Price
Document Prep Fee
Sales Tax
Due On Delivery
Tax: CA 8.75% TAX
41,955.00
-2,698.00
39,257.00

85.00 3,442.43
42,784.43

8.75%
On Approved Credit - APR and Payment may vary based upon Credit History, Down Payment and Lender Approval. Vehicle Price is before Taxes and/or applicable fees. Tax Profile: CA 8.75% Tax © Copyright 2022 Guest Concepts, Inc. — All Rights Reserved

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SUPER DUTY
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BASE PRICE 337,895.00
TOTAL OPTIONS/OTHER 2,305.00
TOTAL VEHICLE & OPTIONS/011ER 40,200.00
DESTINATION & DELIVERY 1,795.00
TOTAL MSRP 541,995.04
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These ratings are not directly comparable to the U.S. EPA/DOT light-duty vehicle label ratings.

For information on how to compare, please see www.arb.ca gov/ep_label.

Protect the environment. Choose vehicles with higher ratings:

Greenhouse Gas Rating Utatipe ony)
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05/0512022

Placentia Cit Council
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF COMMUNITY SERVICES
DATE: MAY 17, 2022

AGENDA REPORT
SUBJECT: ACCEPTANCE OF A RESIGNATION FROM THE PARKS, ARTS, AND

RECREATION COMMISSION
FISCAL
IMPACT: NONE
SUMMARY:

The City has received an email correspondence indicating resignation from the Parks, Arts, and Recreation Commission (Commission) from Mr. Johnny McBride. This action accepts the above indicated resignation and extends the City's sincere appreciation for Mr. McBride's service to the community.

RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Accept the resignation of Johnny McBride from the Parks, Arts, and Recreation Commission and;

2. Update the City's master Commission/Committee vacancy list to include the vacancy on the Parks, Arts, and Recreation Commission
DISCUSSION:

Mr. McBride has served on the Parks, Arts, and Recreation Commission (Commission) since November 2019. He has volunteered his time to the community and has been part of community projects throughout his time as a Commissioner. The City received an email correspondence from Mr. McBride on March 14, 2022, indicating his resignation from the Commission effective immediately.

Appointment to this vacancy is anticipated to be made as part of the City's Commission/Committee application/recruitment process.

1.k.

May 17, 2022

City Council Agenda
March 15, 2022

Prepared by: Reviewed and approved:

AA kb\
Veronica Ortiz Karen Crocker
Community Services
Reviewed and approved:

Damien R. Arrula
City Administrator
Director of Community Services
Attachment:

Resignation email correspondence from Mr. Johnny McBride

Veronica Ortiz
From: Johnny McBride 11...11111.11111.

Sent: Monday, March 14, 2022 2:33 PM
To: Veronica Ortiz

I EXTERNAL EMAIL
Due to personal reasons I cannot attend tonite's meeting.

I also need to resign my commission....I'm sorry for any or problems this has or may cause but it's what I have to do.

Thank you all for the outstanding work you do for the community and the opportunity you gave me to participate.

Sincerely,
Johnny McBride
3/14/22
Attachment
1 Successor Agency
to the Redevelopment Agency of the Ci of Placentia
TO: SUCCESSOR AGENCY
VIA: CITY ADMINISTRATOR/EXECUTIVE DIRECTOR
FROM: SUCCESSOR AGENCY STAFF
DATE: MAY 17, 2022

AGENDA REPORT
SUBJECT: TERMINATION OF OWNER PARTICIPATION AGREEMENT BETWEEN THE

SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY OF THE CITY OF

PLACENTA AND DENNIS LYNN BLAKE AS TRUSTEE OF THE BLAKE FAMILY TRUST
FISCAL
IMPACT: None.

SUMMARY:

California redevelopment agencies, including the Redevelopment Agency of the City of Placentia ("RDA") were dissolved on February 1, 2012 such that the RDA is now deemed a former redevelopment agency under Health and Safety Code section 34173 and AB x1 26, as modified by Assembly Bill No. 1484 (as modified to date, the "Dissolution Law"), which added Parts 1.8 and 1.85 to Division 24 of the California Community Redevelopment Law (Health and Safety Code sections 33000 et seq., the "CRL"). On January 17, 2012, the Placentia City Council adopted Resolution No. R-2012-03 accepting for the City, the role of Successor Agency to the former Redevelopment Agency ("Successor Agency").

The former Redevelopment Agency of the City of Placentia entered into an Owner Participation Agreement with Dennis Lynn Blake as Trustee for the Blake Family Trust (the "Blake OPA") regarding redevelopment of certain property located at 202 West Santa Fe Avenue, Placentia, CA. (the "OPA Site") and dated April 15, 2010. Pursuant to the advice of the City Attorney, the most appropriate action to take on formally closing this matter is to adopt a resolution formally terminating the OPA. This action respectfully requests the Successor Agency's approval of the termination of the Blake OPA and Revocation of Parking Rights.

RECOMMENDATION:

It is recommended that the Successor Agency take the following action:

Approve Resolution RSA -2022-01, a Resolution of the City Council of the City of Placentia, California, acting as the Successor Agency to the Redevelopment Agency of the City of Placentia, approving the termination of an Owner Participation Agreement between the Former Redevelopment Agency and Dennis Lynn Blake as trustee of the Blake Family Trust.

1.1. May 17, 2022
Attachment 1

City Council/Successor Agency Agenda
May 17, 2022

DISCUSSION:

California redevelopment agencies, including the Redevelopment Agency of the City of Placentia ("RDA") were dissolved on February 1, 2012 such that the RDA is now deemed a former redevelopment agency under Health and Safety Code section 34173 and AB x1 26, as modified by Assembly Bill No. 1484 (as modified to date, the "Dissolution Law"), which added Parts 1.8 and 1.85 to Division 24 of the California Community Redevelopment Law (Health and Safety Code sections 33000 et seq., the "CRL"). The Redevelopment Agency of the City of Placentia entered into an Owner Participation Agreement with Dennis Lynn Blake as Trustee for the Blake Family Trust (the "Blake OPA") regarding redevelopment of certain property located at 202 West Santa Fe Avenue, Placentia, CA. (the "OPA Site") and dated April 15, 2010.

Dennis Blake as Trustee for the Blake Family Trust is identified as the Participant in the Blake OPA undertaking certain obligations and duties for the redevelopment of the OPA Site. The Participant has not fulfilled their obligation to redevelop the OPA Site as required by the terms and conditions of the Blake OPA, specifically section 4 which states in pertinent part; "The Participant shall rehabilitate, redevelop and re -use the OPA Site in a new manner that is consistent with all applicable land use and zoning regulations and serves the goals for the Redevelopment Project Area, specifically including generation of tax increment revenue." As of the date of this Staff Report, no tenant occupying the OPA Site has generated tax increment revenue (as that term was contemplated in the OPA) and the OPA Site has remained vacant for several years.

As provided in section 7 of the Blake OPA, which states "Participant shall rehabilitate, redevelop and cause exterior facade improvements and modifications to the OPA Site." In addition, "Participant shall provide Agency with written plans and specifications of the intended improvements to the OPA Site no later than six (6) months from the effective date of this agreement." "Construction of Improvements shall commence no later than nine (9) months from the Effective Date of this Agreement." As of the date of this Staff Report, there have been no exterior facade improvements made to the OPA Site.

The Successor Agency to the Redevelopment Agency of the City of Placentia (the "Successor Agency") by the authority of the Dissolution Law and the CRL is now successor in interest to the Blake OPA. Pursuant to the City Attorney's analysis, the most appropriate action for the City Council to take in formally closing this matter for the Successor Agency is to approve a formal termination of the Blake OPA and Revocation of Parking Rights. As provided in section 6.3 of the Blake OPA, which states — "Agency reserves the right to revoke any and all public off-site parking and/or future parking allowances provided in this Agreement if Participant fails to implement the required Improvements, fails to maintain the Improvements or if Participant, a successor -in - interest or tenant ceases to use the OPA Site in a new manner that is consistent with all applicable land use and zoning regulations and serves the goals for the Redevelopment Project Area, including generation of tax increment revenue consistent with the list of Permitted Uses as provided in Exhibit 3 unless any non -revenue generating use or use not listed in Exhibit 3 is approved by the City and/or Agency upon application by Participant and an amendment to this Agreement is entered into by Agency and Participant allowing such use."

City Council/Successor Agency Agenda
May 17, 2022

FISCAL IMPACT:

There are no fiscal impacts associated with this action.

Prepared by:

Jeannette Ortega
Assistant to the City Administrator/
Economic Development Manager
Reviewed and approved:

Luis fsf
Luis Estevez
Deputy City Administrator
Approved as to Form:
a vts{iat, 60-tuA.0 kust,b
Christian L. Bettenhausen
City Attorney
Reviewed and approved:

JoWihLWbert
Director of Development Services
Reviewed and approved:

Damien R. Arrula
City Administrator/Executive Director
Attachment:

1. Successor Agency Board Resolution RSA -2022-03 — Approving the Termination of the Owner Participation Agreement

RESOLUTION NO. RSA -2022-03

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF PLACENTIA, CALIFORNIA, ACTING AS THE

SUCCESSOR AGENCY TO THE REDEVELOPMENT

AGENCY OF THE CITY OF PLACENTIA, APPROVING

THE TERMINATION OF AN OWNER PARTICIPATION

AGREEMENT BETWEEN THE FORMER

REDEVELOPMENT AGENCY AND DENNIS LYNN BLAKE

AS TRUSTEE OF THE BLAKE FAMILY TRUST
A. Recitals.
(i) The Redevelopment Agency of the City of Placentia entered into an Owner Participation Agreement with Dennis Lynn Blake as Trustee for the Blake Family Trust (the "Blake OPA") regarding redevelopment of certain property located at 202 West Santa Fe Avenue, Placentia, CA. (the "OPA Site") and dated April 15, 2010. (ii) Dennis Blake as Trustee for the Blake Family Trust is identified as the Participant in the Blake OPA undertaking certain obligations and duties for the redevelopment of the OPA Site.
(iii) California redevelopment agencies, including the Redevelopment Agency of the City of Placentia ("RDA") were dissolved on February 1, 2012 such that the RDA is now deemed a former redevelopment agency under Health and Safety Code section 34173 and AB x1 26, as modified by Assembly Bill No. 1484 (as modified to date, the "Dissolution Law"), which added Parts 1.8 and 1.85 to Division 24 of the California Community Redevelopment Law (Health and Safety Code sections 33000 et seq., the "CRL").
(iv) On January 17, 2012, the Placentia City Council adopted Resolution No. R- 2012-03 accepting for the City, the role of Successor Agency to the former Redevelopment Agency ("Successor Agency").
(v) The Successor Agency to the Redevelopment Agency of the City of Placentia (the "Successor Agency") by the authority of the Dissolution Law and the CRL is now successor in interest to the Blake OPA.
(vi) The Participant has not fulfilled their obligation to redevelop the OPA Site as required by the terms and conditions of the Blake OPA, specifically section 4 which states in pertinent part; "The Participant shall rehabilitate, redevelop and re -use the OPA Site in a new manner that is consistent with all applicable land use and zoning regulations and serves the goals for the Redevelopment Project Area, specifically including generation of tax increment revenue."
(vii) All legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA,

CALIFORNIA, ACTING AS THE SUCCESSOR AGENCY TO THE REDEVELOPMENT

AGENCY OF THE CITY OF PLACENTIA, DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. Findings and Determinations. The Successor Agency finds the above recitals to be true and correct, and specifically incorporates those recitals herein by this reference.

2. Termination of the Blake OPA and Revocation of Parkins Rights. The City Council, acting in its capacity as the Successor Agency, approves the termination of the Blake OPA and Revocation of Parking Rights. As provided in section 6.3 of the Blake OPA, which states — "Agency reserves the right to revoke any and all public off-site parking and/or future parking allowances provided in this Agreement if Participant fails to implement the required Improvements, fails to maintain the Improvements or if Participant, a successor -in -interest or tenant ceases to use the OPA Site in a new manner that is consistent with all applicable land use and zoning regulations and serves the goals for the Redevelopment Project Area, including generation of tax increment revenue consistent with the list of Permitted Uses as provided in Exhibit 3 unless any non -revenue generating use or use not listed in Exhibit 3 is approved by the City and/or Agency upon application by Participant and an amendment to this Agreement is entered into by Agency and Participant allowing such use", the Successor Agency hereby terminates the Blake OPA and revokes any all parking rights granted by the Blake OPA.

3. Effective Date. This Resolution shall take effect upon adoption.

PASSED, APPROVED and ADOPTED THIS 17TH DAY OF MAY 2022.

ATTEST:

Robert McKinnell, Agency Secretary
Rhonda Shader, Chairman

Attachment 1 SA Resolution RSA -2022-03

I, Robert McKinnell, Secretary of the Successor Agency to the Redevelopment Agency of the City of Placentia do hereby certify that the foregoing Resolution No. RSA -2022-03 was adopted at a regular meeting of the City Council acting as the Successor Agency to the Redevelopment Agency of the City of Placentia held on the 17th day of May 2022 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Councilmembers:

Councilmembers:

Councilmembers:

Robert McKinnell, Agency Secretary
APPROVED AS TO FORM:

Christian L. Bettenhausen, General Counsel

Attachment 1 SA Resolution RSA -2022-03

TO:

VIA:

FROM:

DATE:

SUBJECT:

FISCAL
IMPACT:

SUMMARY:

Placentia Cit Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES AND INFRASTRUCTURE MAY 17, 2022
CITY COUNCIL STUDY SESSION: SANTA FE AVENUE STREET CLOSURE There is no direct fiscal impact associated with the recommended actions In response to the COVID-19 pandemic's impact on local businesses the City Council previously adopted proclamations allowing for outdoor dining on private property as well as temporarily closing the 100 Block of Santa Fe Avenue in August 2020 to vehicular traffic creating new outdoor dining and public plaza space for the community. The temporary street closure is currently in effect through June 30, 2022. Pursuant to prior City Council direction, Staff has analyzed the temporary closure's impact on traffic circulation and parking and has shared those findings with the community in a recent public workshop.

The City Council also directed staff to return within 12 months with additional analysis and recommendations for a potential permanent street closure. The street closure and outdoor dining experience was initially very popular and well-received by the community. Old Town Merchants have attributed record sales to the outdoor dining options and the street closure. The City has surveyed residents and Old Town businesses regarding the street closure, the vast majority of which strongly support the street closure concept and have provided additional input on how to improve the experience and expand available amenities. To that end, Staff engaged the original landscape architect who created the City's adopted Old Town Streetscape Master Plan to develop conceptual plans for City Council consideration. The permanent street closure concept focuses more on creating new public open spaces that create a sense of place while helping drive additional foot traffic into Old Town and blends seamlessly with the surrounding planned streetscape improvements. Outdoor dining for those businesses who wish to participate is also built into the permanent street closure concepts but on a smaller scale and more of an ancillary amenity. The recommended actions include providing Staff and the design team input on the conceptual street closure plans and continued community engagement to gather additional input before the City Council formally decides whether it would like to make the closure permanent.

Alternatively, the City Council could also extend the temporary closure as -is with no changes or direct Staff to reopen the street by July 1, 2022, with no changes to the adopted Old Town Placentia Streetscape Master Plan.

3.a.

May 17, 2022

City Council Agenda
May 17, 2022

RECOMMENDATION:

It is recommended that the City Council do the following:

1. Receive and file the presentation and provide Staff with input on the conceptual plans as presented; and

2. Direct Staff to conduct two (2) public workshops with the community in Old Town to gather additional input regarding a permanent street closure and the conceptual plans; and

3. Direct Staff to return to the City Council with the additional community input and refined conceptual plans and policy considerations and analysis for its consideration.

DISCUSSION:

In response to the COVID-19 pandemic's impact on local businesses the City Council previously adopted proclamations allowing for outdoor dining on private property as well as temporarily closing the 100 Block of Santa Fe Avenue in August 2020 to vehicular traffic thereby creating new outdoor dining and public plaza space for the community. The temporary street closure is currently in effect through June 30, 2022, and the closure has afforded Staff the opportunity to study the impacts of the street closure on parking and traffic circulation and to gauge the community's overall enthusiasm and support for a potential permanent closure. Pursuant to City Council direction, Staff analyzed the temporary closure's impact on traffic circulation and parking and shared those findings with the community in a recent public workshop.

The City Council directed staff to return with additional analysis and recommendations for a potential permanent street closure. The street closure and outdoor dining experience was initially very popular and well-received by the community. Old Town Merchants have attributed record sales to the outdoor dining options and the street closure. The following tables provide the net sale tax revenue received by the City for taxable sales generated in Old Town Placentia, before and during the pandemic. The data was provided by HdL and substantiates the record sales reported by the Old Town Merchants. The year over year boost in sales tax revenue collected from 2020 to 2021 amounted to a 32% increase.

Taxable Sales
Q1 2019 Q2 2019 Q3 2019 Q4 2019 Total
$18,942 $19,817 $20,722 $19,578 $79,059
Q1 2020 Q2 2020
$18,785 $12,267
Q1 2021
$18,573
Q2 2021
$25,065
Q3 2020 Q4 2020 Total
$17,473 $20,075 $68,600
Q3 2021 Q4 2021 Total
$24,534 $22,113 $90,285
Despite the initial popularity of the outdoor dining experience, foot traffic is down within the street closure area. The Merchants have also reported that continuing to serve tables located in the

City Council Agenda
May 17, 2022

street and further away from the building is becoming more difficult logistically due to ongoing staffing challenges outside of holidays or special events. As the novelty of the street closure has worn off, Staff has had to reexamine the long-term viability of the street closure absent other public amenities and uses that could be utilized within the street closure area. As such, the focus of a permanent street closure has examined the feasibility of establishing a new open public plaza within the closure.

The City surveyed residents and Old Town businesses regarding the street closure the vast majority of which strongly support the street closure concept and provided helpful input on how to improve the experience and expand available amenities. To that end, Staff engaged the original landscape architect whom created the City's adopted Old Town Streetscape Master Plan to develop conceptual plans for Council consideration which illustrate the possibilities of converting this segment of Santa Fe Avenue into a permanent open public plaza space.

The permanent street closure concept focuses more on creating new public open space designed to create a sense of place as well as a destination to drive additional foot traffic into Old Town and blend seamlessly with the surrounding planned streetscape improvements. The proposed plaza space will contain various amenities such as benches, picnic tables shade trees and green space for the public's use and would be designed and constructed to facilitate special events, provide pop-up vendor space, as well as provide space for outdoor performances. Outdoor dining for those businesses whom wish to participate is also built into the permanent street closure concepts but on a smaller scale and more of an ancillary amenity that would require separate permitting, design, and operational standards. The survey results and summary are attached this report for reference (Attachment 1) and summarized in the attached presentation (Attachment 2).

Policy Considerations
A permanent street closure and the creation of a new public plaza will require additional policy considerations beyond the cost and effort to physically close the street and construct the proposed improvements. The City Council will need to consider the following:
• Develop sidewalk dining regulations, design standards, application/permit process and potential fees
• Leasing space on public property to private vendors
• Utilizing staffing resources to schedule and manage outdoor events and entertainment o Cost/budget implications of new programming
• Cost to maintain new plaza space and amenities
o Examine a Business Improvement District or a new Old Town Community Facilities District
• Design standards and public amenities to include in a permanent closure • Capital costs to construct improvements
o Enhanced Infrastructure Financing District and external grant funding.

Should the City Council elect to continue studying the merits of a permanent street closure, Staff will analyze the above-mentioned policy impacts for additional discussion and recommendations for the City Council.

City Council Agenda
May 17, 2022

FISCAL IMPACT:

There is no direct fiscal impact associated with the recommended actions.

Prepared by: Approved by:
buss f stt uti' Vxmiun, 1vmta
Luis Estevez
Deputy City Administrator
Attachments:

1. Resident and Business Survey

2. Presentation
Damien R. Arrula
City Administrator

Outdoor Dining in Old Town Placentia
Resident Survey
Updated as of April 25, 2022
Questions Responses Settings
304 responses
Summary
Ar.septinp felipanses
Question Individual
•
Name
304 respanses
Ben Rasic
Carrie
Diane Navarro
Andrew Binnings
Olivia Estavillo
Eileen Cloutier
Judy Frank
Matt rupard
.Iwnnifpr [Zsutierr. i
•
0,1
Attachment 1

Questions Responses al Settings

1. Are you a resident of Placentia?
304 responses
• Yes
• No

2. Have you dined in Old Town Placentia prior to the closure of Santa Fe Street? 304 responses

8.9%
• Yes
• No

3. Have you dined outdoors in Old Town Placentia since the closure of Santa Fe Street? 304 responses
• Yes
• No
op Copy
LO Copy
LO Copy
Attachment 1

4. If you answered yes to Question 3, what did you like about outdoor dining in Old Town Placentia?
284 responses
L❑ Copy
• ❑puon to dine outdoors
• Live music
• Ambiance
• All of the above
• All of the above
• all of the above'
• All of the above.
• The option if easing outdoor ands the
116 V

5. What aspects of the street closure can be improved? (Please check all that apply) 304 responses
Safety
Traffic Circulation
Public Access
Street Signage
Aesthetics
L
0 62 (20-4%)
88 (28.9%)
87 (28.6%)
122 (40_1%)
LD Copy
169 (55.6%)
50 100 150 200

6. If you have participated in the Outdoor Dining in Old Town, please answer the following:
outdoors.
289 responses
Due to Safety concerns, I was more comfortable dining
• Strongly Agree
• Agree
▪ Neutral
• Disagree
• Strongly Disagree
L❑ Copy
Attachment 1

7. If you have participated in the Outdoor Dining in Old Town, please answer the following:
289 responses

8. If you have
following:
when I would
290 responses
It provided a valuable alternative dining experience
• Strongly Agree
• Agree
4• Neutral
■ Disagree
• Strongly Disagree
participated in the Outdoor Dining in Old Town, please answer the The street closure encouraged me to dine in Old Town
not have done so otherwise.
• Strongly Agree
• Agree
• Neutral
• Disagree
• Strongly Disagree

9. Would you support a permanent street closure which may include new public amenities, such as widen sidewalks, shaded trees, entertainment space, landscaping, etc.?
304 responses
• Yes
• No
L❑ Copy
L❑ Copy
L❑ Copy
Attachment 1

10. If you answered yes to Question 9, what specific types of public amenities would you like to see included in a permanent street closure? (Please check all that apply) 272 responses
Water fountain
Space for live music and e...

Space for pop-up street ve...

Play equipment for children
Outdoor seating for restau...

Public benches and picnic...

Shade trees and shade str...

Keep the early Placentia/...

Parking structure, outdoor...
restroom and parking
Non -car access to downto...

Water bottle filling station
Access to restrooms
Redevelopment to make a...

NO street vendors - lets s...
well maintained and CLEA...

Restroom
Heaters in the winter
Just public benches
It needs to feel safe, and c...

Selecting some local tile li...

No smoking signs or a sm...

None, would prefer the str...

Pictorial panels about the...

Modem statuesfartwork
More parking for the busin...

More parking. Perhaps bui...

Buffered bike lanes leadin...

Bicycle parking
More designated parking
Parking siructure
Perhaps a SMALL/SHOR...
72 (26.5%)
68 (25%)
158 (58.1%)
LD Copy
-221 (81.3%)
118 (43.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4°A))
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
1 (0.4%)
246 (90.4%
229 (84.2%)
Attachment 1

Do you have any other comments?
133 responses
id4
only concern is more parking. i think this change would be an incredible investment into the city's businesses and culture!
1 think it has been great and making it permanent would be a great benefit to the city - more options for great community events like tamale festival
Would love some different kind of restaurants in tbere
Flowers, umbrellas for tables
Covid variants are going to be around for a long time don't take away a businesses opportunity to keep having customers! To many places are closing!
The closure is stupid. Hardly anyone uses it now and it kills access in and out of town for residents. It also kills parking for visitors. The street needs to be reopened.

Do you have any other comments?
133 responses
Keep entertainment location neutral or different stages/areas so it is fair to the various restaurants on the street. Keeping it on one side all the time could favor specific restaurants. Would alcohol be allowed outside? Will there be an impact on current stores? would rent increase and they would need to close? Do not like street closure to be permanent. Handicap parking is not available. Have stayed away for this very reason.

Add bars to to make it for all ages
Police presence would help the overall safety.

Having the option of outdoor dining in a safe environment is ideal, especially with our awesome weather.

Updating the facade of some of the restaurants would be nice too. This is a win win for Placentia and surrounding communities.

Lovethe options to be able to dine outside if needed!
The parking is still horrible. Opening the street now is a better idea to allow more cars to dine and go. Once the striirtnre is }wilt and °indoor heatinn adder'. the nuldnnr area can he nice if closed off The merchants Attachment 1

Do you have any other comments?
133 responses
My only comment is that before the outdoor seating happened as a result of the pandemic, the downtown area was somewhat of an eyesore and very unappealing. The outdoor dining brings in people because it's a better use of space and inherently people like to be outside when given the option. Let's keep it! It is a public street and should be returned as such.

Choice to sit at any table or area.

Live Music is a great idea!
It is a ghost town 90 percent of the day. Most people eat indoors now. The street should be open its been great. i think the restaurant input should be held above the rest.

My family supports the permanent street closure since it will provide a great outdoor community space that is within walkable distance - especially in our beautiful California weather and if the street becomes a proper promenade with decorative pavers, shading, etc. Our biggest concern in the current temporary configuration is the traffic conditions. We live in the Clementine Community at the end of Santa Fe Ave and Do you have any other comments?
133 responses
closing streets closes you off my mind as a destination. There are so many great destinations with plenty of parking and indoor dining. if I wanted to eat outdoors I would go to a nice location and eat there, not next to railroad tracks in the middle of town. Maybe if you had an outdoor dining option with acres of green grass around and no trains that might be attractive though I would prefer A/C and indoor dining to whatever you could create there.

I don't feel entirely comfortable sometimes downtown. Crime, gangs in the area. Tagging. A pleasant experience getting to old town would be nice. Bradford Ave sidewalks are really in disrepair with unsightly yards. Not welcoming.

My business is Placentia. We eat at the local restaurants in old town once a week. We live in beautiful Southern California. We always choose to eat at a restaurant that has outdoor seating Need more parking tho!
Please keep it the way it is
I think the outdoor dining during the pandemic was very helpful and great for the business owners ...moving Attachment 1

Do you have any other comments?
133 responses
This is how Europe dines and it is a wonderful experience Love Placentia
There is a lot of unused space on the east end so perhaps extra tables that people can use that are not for any specific restaurant. We need a bigger "no u -turn" sign at Bradford/Santa Fe. I live in the community there on Santa Fe and I've almost been hit MANY times with people suddenly making a u -turn in front of me.

If you are going to do it, do it right. Make is fun first. Make it make money. Make is safe. Make parking with easy safe access to the area. Keep the local charm, but clean it up to a nice outdoor mall, food, stores... get the train to stop there!!!
No water fountain. Nothing wasteful. Do it right for the future.

If the merchants effected by it like it, I think it is a good idea. To me it depends on what they think since they are the ones that will be most effected by it.

Do you have any other comments?
133 responses
Please make this permanent!
I think it would be cool to have areas for pop up vendors or even food trucks. A fun community area to hang out in! I think the parking situation could be improved though, due to limited safe options This would be a definite plus for our community
I truly enjoy the option of dining outdoors. It is a nice ambiance and gives the feel of community. The outdoor dining experience with the different choices of places to eat was what drew me to Old Town Placentia.

We need a variety of cultural dining . We only have Mexican food offerd to public . Although delicious.

We must bring in more people to old town.

I love the option to be able to sit outside
More readily available parking please.
•
Attachment 1

Do you have any other comments?
133 responses
I think the focal residents of the area should have a large say since it impacts their homes and neighborhoods directly VS the locals coming to eat
This is a well thought out survey, thank
Even though I haven't eaten there -it locked very nice and a pleasant place to congregate_ Keeping it closed does not cause a traffic problem. Easy to take another street.

It was already quite nicely done. If it doesn't generate more revenue, I dont think overspending investment into the area would be a great idea. However, having the entire outdoor option is a very nice unique thing for our city that may open up potential in the future.

Enjoy having outdoor dining.

I have seen this in other Cities where the sidewalk and street become filthy and are rarely cleaned. This also requires more regular traffic to drive through the surrounding neighborhoods which is not appreciated by residents. Also there is no Police presence in old town. See downtown f-11:1 (substation) and downtown Brea (substation). It is too easy to become a crime victim. Money would better be spent providing better Do you have any other corm -art -5j
133 responses
We used to frequent downtown Brea. Since the new out door seating in Placentia we haven't been back to Brea.

When you build the train station, consider traffic flow. Don't close the street I think it would draw more people to the area, including people outside Placentia.

Thank you
Open the street parking is a pain and parking behind is a nightmare.

The owners and servers have been so kind and appreciate all of us who come. That makes it feel very welcoming, I love the murals, the lights, the umbrellas during the day, the live music. A pi xihank you to all who havE n'idf1e if a great place to experience the old downtown.

More parking
Great space. Please keep it as an option. It could become a great draw to people as the area grows with more developments. Kind of like downtown Brea did years ago.

Attachment 1

Do you have any other comments?
133 responses
I nope we keep the street closure.

Don't forget parking and ease of access. If we have to park far away from the area it defeats the purpose of the closure. Lighting needs to be better in the area, and for all areas that people will walk to from parking.

I love the idea!!
I would love to see the street stay closed but support prioritizing the preferences of the local businesses.

Please have a solution to potential overnight 'camping° or transient squatting. Security cameras a must please. This would be a fantastic family outing experience as long as its kept CLEAN & SAFE. Thank you very much!
It's time to open the street. There is no parking for business or for the people who live on the buildings.

There is no place for emergency access. A person had a seizure in a business and it was very hard to get to her right away due to no through traffic. I strongly believe it's time to open the street. I drive by quite often and it's always empty day or night. I often see the chairs slanted against tables by the Tiaquepaque, tables look weathered, its not needed anymore since everything is opened up. I was just there last night and preferred eating indoors.

Do you have any other comments?
133 responses
I would just make sure the area could be secured after hours so as not to become a stop for homeless individuals.

Please keep outdoor seating! 1 felt safe during the pandemic if I was outdoors.

The outdoor dining was a great option. Hopefully it can be improved and be more permanent.

We live in CA and there needs to be more outdoor dining Outdoor dining should be made permanent for all restaurants, Please close. it only benefits one restaurant. It's a safety hazard and causes driver confusion. There is no benefit at this point. Please close !!!!
This feature would update Old Town Placentia to bring it closer to other communities that offer the same feature. We brought friends from out of state to dine outside last summer and they were amazed at how the historic architecture and murals plus outstanding Mexican cuisine really captures the spirit of southern CA. If marketed well, this could bring additional revenue to our city. Please keep it!! Attachment 1

Do you have any other comments?
133 responses
I believe they're closing the downtown permanently creates a lack of parking for all of the area around there. Also, 1 believe that closing downtown area really highly supports very finite number of businesses.

Some of the businesses downtown are harder to access due to the lack of parking so I think they are often not considered and don't get as much foot traffic as they would with easily access parking. Also some of the locations down there like the coffee store or hard to access for a quick grab and go items. And I believe several of the other Mexican restaurants in that area were not given the incentives that the handful of restaurants in that little closed off area were given. I don't think that was fair. I think maybe certain times of the year as a special occasion perhaps with special permits that that downtown should be closed off. But l think the time has been served during Covid and it is no longer a necessity but it is a perk for those handful of "lucky" businesses at the expense of other businesses. Basically they have their own city funded monopoly of outdoor dining. 1 think that it was a great idea and that purpose has already been served.

Please keep it it's so nice
Perhaps lengthen the street closure area so that restaurants such as Mi Casita, 301 club , et cetera would be included in the outdoor dining experience .

Parking is very limited with street closure
Do you have any other comments?
133 responses
I think having an outdoor option for restaurants allows businesses to increase the amount of customers they probably would not have otherwise and gives those who have health concerns an option to dine comfortably. KEEP THE OUTDOOR DINING VENUE. More revenue for small business owners.

Absolutely great idea.

Prevent vehicular access
Again, we would like to have Santa Fe open to through traffic. Question 5 should mot be mandatory if u don't support the closure of the street, so I just marked anything.

Please don't allow some restaurants to hoard the tables/eating areas. Other business may need tables as well. Either provide specific number of tables per restaurant or open seating for any restaurant that wants to use them. One restaurant wouldn't allow another restaurant to use "their" tables even when they weren't being used at the time. Hence, we had to wait for that restaurants table to be seated. Just be fair about seating assignments to all.

The area is perfect for a pedestrian/dining zone
Attachment 1

Outdoor Dining in Old Town Placentia
Business Survey
Updated as of April 25, 2022
Summary
Business Owner Name
12 responses
Joe Rasic
Dennis Blake
Roy Redman
Ana aivarez
Joy Gunderson
Kenny Binnings
Michele Severson
Golden State Coffee floas[eis
Ana Avila
Business Owner Name
12 responses
Ana alvarez
Joy Gunderson
Kenny Binnings
Michele Severson
Golden State Coffee Roasters
Ana Avila
Rosalind Davis
San Sushi
Francisco Miranda
Questions Responses le Settings
Question Individual
Attachment 1

Ess Name
12 responses
Craftsman Pizza
Blake Services, Inc.

Farmers insurance
Faceology
Aflac
Perimeter Protection
Placentia Chamber of Commerce
Golden State Coffee Roasters
Hecho en Mexico
Business Name
12 responses
Faceology
Aflac
Perimeter Protection
Placentia Chamber of Commerce
Golden State Coffee Roasters
Hecho en Mexico
Tlaquepaque Restaurant
San Sushi
El Cantarito Restaurant
Attachment 1

Questions Responses • Settings

1. Are you a landlord or a tenant?
12 responses
• Landlord
• Tenant
LD Copy

2. Business Type
12 responses
• Restaurant
• Retail
• Office
• Service
L❑ Copy

3. Does your business currently have outdoor dining?
12 responses
• Yes
• No
LQ Copy
Attachment 1

4. What most do you like about outdoor dining in Old Town Placentia 12 responses
L� Copy
• Outdoor sealing
• UVe music
▪ Ambiance
• Nothing II looks terrible and no one
uses it.
• All of the above
• Safety and Outdoor Seating
• We think we would have more busyness
if the street was open. Seniors and other
people feel i1 would be a lot better to b .

5. Do you believe there are additional improvements needed in the current temporary street closure? (Please check all that apply)
12 responses
Safety 0 (0%)
Traffic Circulation
Public Access _ 1 013%)
Street Signage
Aesthetics
Parking
People always think no one will. _ 1 (8.3%)
0 2
-2 (16.7%)
5 (41-7%)
7 (53 3%)
Lp Copy
10 (83.3%)
4 6 8 10
Attachment 1

6. Would you support a permanent street closure which may include new public amenities, such as widen sidewalks, shaded trees, entertainment space, landscaping, etc.?
12 responses
• Yes
• No

7. If you answered yes to Question 6, what specific types of public amenities would you like to see included in a permanent street closure? (Please check all that apply) 10 responses
Water fountain
Space for live music and enlert
Space for pop-up street venders
Play equipment for chFldFen1 (10%)
C]utdcor seating for restaurant
Public benches and picnic tables
Shade trees and shade structur..

Parking Structure — 1 (10%)
misters and more shade for pat . 1 (10%)
0 — 4 (40%)
4 (40%)
6 (60%)
a (80%)
LD Copy
Lo Copy
— 9 (90%)
2 4 6 8 10
10 (100%)
Attachment 1

Do you have any other comments?
9 responses
Do it now
We need a parking structure
A permanent place for business parking, longer than 2 or 4 hours. If with a permit lower than current pricing. We are paying rent and supporting the City already.

I am all in favor of the outdoor street closure. As a business owner/office space user, it is nice to hear/see community and family outside visiting, eating and talking. I think items in #7 would make it even more welcoming. I think the use will pick up when the employee market stabilizes allowing restaurants to provide outdoor service more frequently.

Our number 1 complaint of why people don't come to our place is because of parking. We also were driving a significant part of our business pre -pandemic from people who could drive up and run in and out. That business is down 75% of what it was pre -pandemic.

What if the city gives the different restaurants to decorate their "area" to their liking. Maybe by making it "their own decoration' the restaurants that are against it will grow to see all of it's benefits.

Do you have any other comments?
9 responses
business is aown Ib% of wnat n was pre -pandemic. y
What if the city gives the different restaurants to decorate their "area" to their liking. Maybe by making it "their own decoration" the restaurants that are against it will grow to see all of it's benefits.

Outdoor dining established August 11, 2020 created a such a positive energy and safe environment for the community. We would love to continue having the 100 Block of Santa Fe closed because it has triggered economic development, safety from the virus for families to dine outside, safety from traffic blasting through Old Town and causing accidents and collisions, and increasing a positive image of Old Town which had been detrimental for decades.

Should push the build the parking structure plans and start correcting the monthly and hourly to keep maintenance, also profit.

There are lots of tours and local residents will willing to pay the fee for more safe parking.

We like the idea of the wider sidewalks for us to put a few tables. It has been very difficult to pay for staff for outdoor dining since most of the time there is not enough business for the outdoor dining. If the street was open again we would get more flow
of people driving by and more parking for our customers.

Attachment 1

Santa Fe Street Closure
City Council Study Session
ri

1.. �� u,
BRADFORD BROS. Imc
Pl�yL' C H•r1A M UTUAL MA Ntli: A s
-
Placentia,

Presentation
Outline

1. Background

2. Traffic circulation and parking analysis

3. Street Closure Resident and Business
Survey

4. Old Town Sales Tax Analysis

5. Street Closure Benefits

6. Street Closure Conceptual Plans

7. Policy Considerations

8. Options and Recommendations
•
2 Background

Background
• July 1, 2020 - As a result of COVID-19,
Orange County restaurants were
required to close indoor dining
• July 21, 2020 — City Council approved a
temporary closure of Santa Fe Avenue
between Bradford Avenue and Main
Street to allow for outdoor dining and
installation of public amenities within
the closure
• Street closure designed to assist local
restaurants and businesses located
along Santa Fe Avenue during the
COVID-19 pandemic related closures
• June 1, 2021 — City Council approves
an extension of the street closure
through June 30, 2022. City Council
also directed staff to examine traffic
impacts and obtain resident and
business feedback
4 3
• Parking and traffic circulation data
collected and analyzed in August
2021 to study the street closure's
impact on surrounding streets and
parking areas
• Parking and traffic impacts shared
with Old Town community in March
2022
® Additional data being collected and
analyzed to identify new
neighborhood parking resources

Traffic Circulation and
Parking Analysis

Traffic Circulation and Parking Analysis
• Video cameras posted at four (4) intersections to capture vehicle and pedestrian counts and vehicle turn movements
• Video cameras were posted at each public parking lot and on each public street to count the number of cars parking on the street and in the lots, 24 - hours per day
• Survey data collected for a total of 7 days
Key Takeaways:
• Survey determined that the street closure did not negatively impact public parking
Total of 20 on -street parking spaces lost; offset by 64 off-street spaces gained in Main St Lot
Data shows that there is sufficient slack in on -street and off-street public parking areas to accommodate commercial uses and that the City's Main Street Parking Lot is underutilized • Traffic circulation impacts were identified as illegal U-turn movements or running the stop sign at the Bradford/Santa Fe intersection Issues can be resolved with more effective wayfinding signage and future streetscape improvements on Santa Fe Avenue

Street Closure Resident
and Business Survey
• Community survey published on January 27,
2022
• A total of 304 community members responded
to the survey; 89% support making the
closure permanent with new public amenities
• Community members identified the most
important public amenities that should be
included in a permanent street closure — now
encompassed in the draft conceptual plans
• A total of 12 property and/or business owners
in Old Town responded to the survey, 83% of
whom support a permanent street closure
with public amenities

Street Closure Resident and Business
Survey, Cont.

Key Resident Survey Takeaways:
• 94% of respondents had dined outdoors in Old Town
ri 40% of those liked the option to dine outdoors most while 35% reported like the ambiance most
• 56% of respondents felt that the aesthetics of the closure could be improved and 40% believe traffic circulation needs to be improved
• 90% of respondents would like to continue seeing outdoor seating for restaurants
• 84% of respondents would like to see trees and shade sails • 81% of respondents would like to see space in the closure dedicated for live music and outdoor entertainment

Street Closure Resident and Business
Survey, cont.

Key Business/Property Owner Survey Takeaways:
75% of respondents are tenants with 42% of those identifying as office uses and 33% identifying as restaurants
• 42% of respondents like the outdoor seating option most and 25% of respondents like the ambiance most
• 83% of respondents reported parking as needing the most improvement and 58% reported the aesthetics of the street closure needing improvements
• 100% of respondents in favor of a permanent street closure want to continue seeing outdoor seating for restaurants
• 90% would like to see shade trees and shade structures • 80% would like to see space for live music and entertainment PLA Lf11IA
v

1 1 1
Old Town Sales Tax Analysis

1 Total Taxable Sales
Old Town Sales Tax Analysis
$100,000
$90,000
$80,000
$70,000
$60,000
$50,000
$40,000
$30,000
$20,000
$10,000
$0
Taxable Sales by Year and Quarter: 2019 - 2021
2019 2020 2021
Quarter 1 $18,942 $18,785 $18,573
Quarter 2 $19,817 $12,267 $25,065
Quarter 3 $20,722 $17,473 $25,534
i. Quarter 4 $19,578 $20,075 $22,113
Total $79,059 $68,600 $91,285
Year and Quarter (Source: HdL Companies)

a
i rllfil !Arid"./ l/ rl 1 si • t ,kli) Ili le ii
=7 — --
Summary of Sales Tax
Analysis
For the temporary street closure, the City
Council approved the purchase of water filled
barriers, commercial outdoor planters,
landscape, temporary curbside pick-up signs,
tables, chairs and umbrellas in the amount of
$60,329, which was covered under CARES Act
funding
® After this Council action sales tax revenue in Q3
(July -Sept) grew by 42% over Q2 and then an
additional 21% in Q4 2021

`i ,
:+?II111llllllfl11140i i 11
kaar i--
b' 11:11!11
Potential
Street
Closure
Benefits

Potential Street
Closure Benefits
• A permanent street closure creates new
public open space and a central
community gathering point in the heart of
the City's historic core
• Generates new added foot traffic into Old
Town helping to drive local business
growth and private property
redevelopment
• Creates an enhanced public space to
deliver new community programs and
entertainment
• Potential regional destination in the future
with the addition of the planned Metrolink
Station
1 15

Adopted
and
Potential
Future
Concepts
Presented by:

Perry Cardoza
President
Nuvis Landscape
Architecture

Adopted Old Town Placentia
Streetscape Master Plan

Concept Plan Options
Design Goals
Create a design that fits the
character of the existing shops and
restaurants.

Create a safe vibrant pedestrian
street experience for both day and
night uses.
• Provide flexible spaces that can
transform to fit programing needs
Provide shade through mature
trees and shade fabrics.

Create a memorable setting for
outdoor dining.
• Develop a series of Instagram
moments with a unique fun design.
• Establish a sense of arrival through
gateways and art
• Select paving that is forgiving,
durable and interesting.

19 Option 1
VACANT
Bt./sinless CoRTEs
CO
SAN

LISHI MAGICAL
cr BRIDAL
0 N. GATEWAY FEATURE

Option 1
20 INSPIRATION

SHADE SAILS

LINEAR PAVING

GATEWAY FEATURE

INTERLOCKING
PAVERS

STAGE SPACE

SCULPTURAL FOUNTAIN

21 Option 2

ENCLOSED SEATING

Option 2

SYNTHETIC TURF

GROUND LIGHTING

ARTISTIC LIGHTING

GATEWAY FEATURE

TEMPORARY STAGE SPACE

FOOD TRUCK PARKING

OUTDOOR BARSTOOL SEATING

Orange
County Cities
with Full or
Partial Street
Closures

Orange
County Cities
with Full or
Partial Street
Closure
Fullerton
Orange
Laguna Beach
Huntington Beach
Extended closure
through September
30th.

Seasonal Closures on
Glassell Street
Permanent closure
and will construct
new public plaza
Street closure
extended, evaluating
long term options

Policy
Considerations

Policy
Considerations
• Develop sidewalk dining regulations, design standards, application/permit process and potential fee structure
• Explore establishment of a Business Improvement District and/CFD to:

Utilize City staffing resources to schedule and manage outdoor events and entertainment
Ongoing maintenance
® Explore encroachment/leasing public space for pop-up vendors ® Design standards and public amenities
• Capital Costs to construct improvements
EIFD
External grant funding
Park & Quimby Development Impact Fees

Options for
Consideration

1. Do nothing, extend the temporary
street closure as -is.

2. Reopen street, proceed with
adopted streetscape improvements.

3. Host two (2) community workshops
to share conceptual street closure
plans and obtain additional
feedback from community. Analyze
policy considerations and return to
the City Council for
further discussion.

Questions?

TO:

VIA:

FROM:

DATE:

CITY COUNCIL

CITY ADMINISTRATOR

DIRECTOR OF FINANCE
MAY 17, 2022
Placentia Ci
Council

AGENDA REPORT
SUBJECT: STUDY SESSION: PRESENTATION OF THE PROPOSED FISCAL YEAR 2022- 23 GENERAL FUND OPERATING BUDGET
FISCAL
IMPACT: FY2021-22
Fund
General Fund
Special Revenue
Capital Projects
Total
Revenues
(Including
Transfers -In)
$50,000
$81,160
$2,200,000
FY 2022-23 EXPENDITURES: $ 45,277,130
REVENUE: $ 45,482,968
SUMMARY:
$2,331,160
Appropriations
(Including Capital &
Transfers -Out)
$50,000
$81,160
$2,968,998
$3,100,158
In accordance with City Charter Section 1203, the City Administrator must present the Proposed General Fund Operating Budget to the City Council for consideration at least 35 days prior to the beginning of each fiscal year. This item being presented for the City Council's review and consideration is the Fiscal Year 2022-23 Proposed General Fund Operating Budget. Under the direction of the Director of Finance, the Finance Department conducts the analysis and makes projections required to complete the budget document after receiving input from all City departments. A summary of the proposed budget is included in the attached PowerPoint presentation. The complete budget, including all funds and specific detail for each department, will be presented at the June 7, 2022, City Council meeting. Staff requests that the public hearing and budget adoption be scheduled for June 21, 2022.

In addition, included for City Council review are the recommended FY 2021-22 Third Quarter Budget adjustments.

RECOMMENDATION:

It is recommended that the City Council take the following actions:

3.b.

May 17, 2022

City Council Agenda
May 17, 2022

1. Adopt Resolution No. R-2022-34, amending the City's FY 2021-22 Budget to reflect Third Quarter Budget Adjustments.

2. Review and discuss the Proposed Fiscal Year 2022-23 General Fund Operating Budget and provide input and direction for final budget adoption: and

3. Set the date of the public hearing for budget adoption as June 21, 2022, at 7:00 p.m.

DISCUSSION:

FY 2021-22 Third Quarter Adjustments
As we enter the final few months of the current fiscal year, a few adjustments are recommended to finish the fiscal year. For the General Fund, $50,000 is requested to support the need for additional plan check services resulting from the continued high amount of development activity within the city. This cost is completely offset by the corresponding increase in revenues of $50,000.

In special revenue funds, $81,160 is being requested for both expense and revenue accounts for a CalRecycle grant the city received.

The largest adjustment is in the capital projects fund due to the receipt of $2.2 million in federal earmark funding for needed repairs to the Golden Avenue bridge and the corresponding expense appropriations. In addition, adjustments to the capital improvement fund also include increased grant funds received from the Highway Safety Improvement Program (HSIP) for citywide traffic signals.

Modification to the Position Allocation plan includes the addition of a Management Analyst in Community Services to address housing and homeless issues. The position will be funded in partnership with North Orange County Service Planning Area (North SPA) with Placentia contributing fifty (50) percent of the cost of the position and North SPA contributing the other fifty (50) percent. No funding is being requested at this time due to the time required to conduct the recruitment but is included in the Proposed FY 2022-23 budget.

FY 2022-23 Proposed Budget
The General Fund
The General Fund is the primary operating fund of the City and supports fundamental services including Police, Fire & Life Safety, Development Services, Community Services and general administration. Revenue for this fund comes from general taxes such as property tax, sales tax, Measure U, transient occupancy taxes as well as a variety of user and permit fees and other smaller sources. The Proposed Budget for FY 2022-23 for the General Fund is $45.3 million in operating expenses supported by $45.5 million in operating revenue, with an expected increase to fund balance of $205,838.

City Council Agenda
May 17, 2022

General Fund Revenue Highlights
The Proposed FY 2022-23 General Fund Operating Budget includes revenues of $45.5 million, which reflects a decrease of $5.9 million or 12% from the Amended FY 2021-22 budget. This decrease is due to the one-time transfer in of American Rescue Plan Act (ARPA) funds into the General Fund in FY 2021-22. Excluding the transfers, the Proposed FY 2022-23 Budget represents an increase of $3.0 million, or 8% in operating revenue.

Property Tax revenue in FY 2022-23 is projected to be $18,392,934, an increase of $847,234 over FY 2021-22. Increases in property tax are due to a combination of property turnover and resulting reassessments and the two (2) percent per year inflation factor for property assessments allowable under Proposition 13.

Sales Tax, excluding the transfer into the General Fund from Measure U, is projected to increase by approximately 6.5% in FY 2022-23 from the Amended FY 2021-22 budget and totals approximately $8.7 million. This increase is attributable to a combination of sales derived from new businesses within the community, inflation and the impact of the South Dakota vs. Wayfair case. The Wayfair case was decided by the Supreme Court in 2018 and was implemented in California in April 2019. The case, and subsequent state legislation requires online retail sellers to collect and remit sales tax on taxable sales shipped into the state. Revenue from the tax is then allocated to a countywide pool based on the point of delivery of the product purchased. As online shopping has surged in popularity both before and during the pandemic, the City's portion of the countywide pool has increased dramatically and accounted for 18% of the City's total sales tax as of the quarter ending December 2021, down from a high of 21 % for the quarter ending December 2020.

Compared to FY 2021-22 year-end estimates, the Proposed Budget represents a decrease in sales tax of 8%. This figure, developed in partnership with our sales tax consultant, reflects a cautious forecast as the potential impact of inflation, consumer confidence and the overall state of the economy could result in lower sales tax in the upcoming fiscal year. This revenue source will continue to be closely monitored and projections updated throughout FY 2022-23.

Transient Occupancy Tax (TOT). otherwise known as "the bed tax" is tax paid by visitors staying overnight in one of our local hotels. The Proposed Budget assumes $1,370,000 in revenue, 79% higher than the FY 2021-22 Adopted Budget. This large increase is due to a combination of increased travel as the public becomes comfortable travelling post pandemic shutdowns, higher nightly hotel rates as well as a full year of revenue data from the new hotel which opened late spring 2021.

Transfers in are decreasing from the FY 2021-22 Amended Budget due to the one-time transfer of approximately $9 million in American Rescue Plan Act (ARPA) funds from the Covid Relief Fund to the General Fund approved by the City Council at the FY 2021-22 Mid -Year Budget review.

City Council Agenda
May 17, 2022

Per City Council Policy No. 460, after the city has reached the 25% funding level for the General Fund Contingency Reserve, 60% of Measure U funds are to be allocated to infrastructure, 30% transferred to the General Fund for employee recruitment and retention with the remaining 10% transferred to the General Fund for OPEB. Transfers in from the Measure U fund total $2,564,700 for employee retention and $854,900 for OPEB for FY 2022-23.

Fines & Forfeitures are projected to decrease 20% from the prior fiscal year due to the current lack of motor officers in the Police Department and subsequent limitations on issuing moving citations. Once the Police Department is able to staff motor positions it is anticipated revenue in this category will increase.

Intergovernmental revenue is increasing due to anticipation of the one-time reimbursement from FEMA for the City's initial response to the COVID-19 pandemic.

Departments
FY 2021/22
Amended
Budget
FY 2021/22
Year End
Estimates
FY 2022/23 Variance to
Proposed FY21/22
Budget Amended Budget
Property Taxes
Sales & Use Taxes
Other Taxes
Permits
Fines & Forfeitures
Intergovernmental
Charges for Services
Miscellaneous
Total Revenues
Transfers In
Measure U Transfers In
Employee Retention
OPEB
Total Transfers In
Total Resources
$17,545,700
8,138,460
5,850,985
1,929,900
444,200
274,000
1,348,200
2,422,146
$37,953,591
9,996,792
2,604,900
868,300
$13,469,992
$51,423,583
General Fund Expenditure Highlights
$17,103,127
9,414,009
6,367,429
2,153,468
370,758
40,964
990,394
1,633,726
$18,392,934
8,663,690
6,715,400
2,455,000
355,000
540,000
1,305,400
2,520,200
38,073,876 $40,947,624
9,938,002 1,115,744
2,604,900
868,300
$13,411,202
$51,485,078
2,564,700
854,900
$4,535,344
$45,482,968

4.8%

6.5%

14.8%

27.2%
(20.1%)

97.1%
(3.2%)

3.6%

7.9%
(88.8%)
General Fund expenditures are broken into two distinct types- operating and capital. Operating expenses are those required to support the day-to-day operations of the City including personnel expenses, professional services, maintenance expenses and the purchase of needed equipment and are supported by revenue generated in the fiscal year the expenses occur. Capital expenses are one-time expenditures for large purchases such as vehicles, technology upgrades and other

City Council Agenda
May 17, 2022

equipment that has a useful life more than five years and are typically funded with one-time funding sources such as reimbursements or development agreements.

The Proposed FY 2022-23 General Fund Budget includes $45.3 Million in operating expenses and $863,746 in capital expenditures, a decrease of 11% for the General Fund. As with revenues, expenses are decreasing compared to the FY 2021-22 Amended Budget due to the one-time appropriations relating to the ARPA funded projects. Without these appropriations, the budget is increasing by 8%, or $3.1 million. As presented, the Proposed Budget is balanced, maintains or enhances city service levels while fully funding the General Fund contingency reserve at 43%.

Proposed General Fund budgets for the respective departments are listed below:

Departments
FY 2021/22
Amended
Budget
FY 2021/22
Year End
Estimates
FY 2022/23
Proposed
Budget
Variance to
FY21/22
Amended Budget
Legislative
Administration
Finance
Development Services
Police
Fire & Life Safety
Public Works
Community Services
General Government
Debt Service
Total Department Expenses
Capital Improvement Program
Transfers Out
GF CIP Debt Service
Total Expenditures
Significant Changes
$1,139,783
5,369,029
1,291,895
1,519,947
11,925,425
4,011,794
4,366,885
2,509,660
4,388,382
4,752,300
$41,275,098
9,369,120
53,000
428,800
$51,126,018
$881,247
4,920,738
1,130,791
1,424,450
11,050,255
3,632,443
4,241,704
2,121, 824
4,101,935
4,775,180
$38,280,566
9,369,120
315,858
0 $47,965,543
$1,106,000
6,181,121
1,315,900
1,832,500
12,676,393
4,059,700
4,449,440
2,646,380
4,929,200
5,179,250
$44,375,884
863,746
37,500
0 $45,277,130
(3%)
15%
2%
21%
6%
1%
2%
5%
12%
9%
8%
Administration expenses are increasing due to the funding of new positions approved mid -year FY 2021-22. Those positions were not fully funded in FY 2021-22 due to the time needed to conduct recruitments but are completely funded in the proposed budget driving part of the increase. Additional increases relate to staff training and development in line with the City's Strategic Plan.

Development Services increases are caused by the recently approved Resident Rebate Program ($120,000) for residents who purchase vehicles from a car dealership within the City as well as increases in contract plan review services and are offset by revenue generated by these activities.

City Council Agenda
May 17, 2022

Like the positions in Administration, a new GIS Technician was approved mid -year FY 2021-22 without funding. Funding for that position is included in the proposed budget contributing to the increase in the Development Services department.

General Government is increasing due to increases in our insurance premiums including general liability, cyber and worker's compensation.

Position Allocation (Staffing)
The Proposed budget includes funding for 184.0 FTE employees, 33.0 elected or appointed officials as well as authorization for 4.0 FTE overhires in the Police Department and dispatch center. The budget reflects the changes in the Administration Department approved by the City Council at the FY 2021-22 Mid -Year Budget review as well as the addition of 1.0 Management Analyst in Community Services recommended in the Third Quarter budget adjustments above.

In addition, the following changes are included in the proposed budget in the Public Works Department:

1. One new Facilities Maintenance Technician ($83,989 annual cost). This position is needed to keep up with the demand for facility maintenance citywide, particularly for Community Services facilities. Maintaining these facilities is vital to ensuring continued revenue from the rental of these facilities as well as ensuring the safety and enjoyment of the community.

2. Reclassification of a Management Analyst to a Senior Management Analyst ($8,107 annual cost) to better reflect the duties currently being done and the needs of the department.

Salaries and benefits for all positions are increasing in accordance with the recently negotiated memoranda of understandings.

Capital Improvement Program
The City's Capital Improvement Program (CIP) identifies major public improvements to the City's infrastructure over the next several fiscal years and includes new projects, upgrades to existing facilities as well as rehabilitation of streets and roadways. Funding for projects scheduled for the FY 2022-23 are included in the proposed budget, with the majority of the scheduled projects funded by Measure U and other special revenue funds.

The decrease from the prior fiscal year is due to projects supported by the one-time funds from the American Rescue Plan Act (ARPA) in FY 2021-22. The General Fund is supporting a reimbursable grant from Caltrans for a public art project and the use of one-time revenues from the Hamer Island annexation to support much needed citywide computer equipment in the proposed CIP for FY 2022-23. Combined, these projects total $863,000.

City Council Agenda
May 17, 2022

The CIP will be discussed in further detail at the June 7th meeting.

Fund Balance
The estimated beginning fund balance for FY 2022-23 is $20.5 million, of which $17.6 million is designated as General Fund contingency reserve/unassigned. As a result of operations in FY 2022-23, it is anticipated that the fund balance will increase by $266,738 for an ending fund balance of $20.7 million of which $16.7 million is designated as General Fund contingency reserve/unassigned. Based upon a 25% funding target for the General Fund reserve, it is forecasted that the reserve will be funded at 43% of General Fund operating expenses by the end of FY 2022-23.

Estimated Beginning Fund Balance 7/1/22 $20,654,908
Fund Balance Designations
Non -Spendable
Restricted
Section 115 Trust
Contingency Reserve
Unassigned
2022-23 Fund Balance Target
Proposed Budgeted Operating Expenditures
25% FB Target
Percent of Target Met
Budget Adoption
$3,262,084
$556,084
$152,100
$9,799,159
$6,885,482
$39,196,634
$9,799,159
170%
Staff will be presenting the full Budget with department details as well as all other fund budgets and the CIP at the June 7, 2022 City Council Meeting, followed by final adoption at the public hearing on June 21, 2022.

City Council Agenda
May 17, 2022

Reviewed and approved: Reviewed and approved:

Jenn er L'ampman
Director of Finance
Damien R. Arrula
City Administrator
Attachment:

1. Resolution R-2022-34 Authorizing a Budget Amendment in FY 2021-22 for Third Quarter Adjustments.
a. Exhibit A- Detailed Budget Adjustments

2. FY 2022-23 Proposed General Fund Budget PowerPoint Presentation

RESOLUTION NO. R-2022-34

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, AUTHORIZING AN
AMENDMENT TO THE FISCAL YEAR 2021-22 POSITION
ALLOCATION PLAN AND COMPENSATION PLAN; AND A
BUDGET AMENDMENT IN FISCAL YEAR 2021-22 IN

COMPLIANCE WITH CITY CHARTER OF THE CITY OF
PLACENTIA SECTION 1206 PERTAINING TO

APPROPRIATIONS FOR ACTUAL EXPENDITURES
A. Recitals.
(i). The adopted budget for the 2021-22 Fiscal Year sets out estimated appropriations for City expenses throughout the year.
(ii). From time to time the adopted budget must be adjusted when precise expenditures are finally determined or when estimated expenditures exceed projected costs allocated.
(iii). City Charter of the City of Placentia § 1206 authorizes the City Council to amend or supplement the budget by motion adopted by the affirmative votes of at least three members so as to authorize the transfer of unused balances appropriated for one purpose to another purpose, or to appropriate available revenues not included in the budget. All other legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. The adopted budget for Fiscal Year 2021-22, Resolution No. R-2021-41, is hereby amended to reflect the following available balances from FY2021-22 from the to the Account specified:

Fund Description Department GL Account + Amount Type
See Exhibit A

3. The City Council desires to amend said Position Allocation Plan in accordance with the provisions of the Fiscal Year 2021-22 Quarter three (Q3) Budget, effective July 1, 2021. See Exhibit B

4. The Mayor shall sign this resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.

Resolution R-2022-34 ATTACHMENT 1

PASSED, ADOPTED AND APPROVED THIS 17th DAY OF MAY 2022.

Rhonda Shader, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 17th day of May 2022 by the following vote:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian Bettenhausen, City Attorney
Resolution R-2022-34 ATTACHMENT 1

LEGISLATIVE
MAYOR

CITY COUNCIL

PLANNING COMMISSION

CULTURAL ARTS COMMISSION

RECREATION & PARKS COMMISSION

TRAFFIC SAFETY COMMISSION

CITY CLERK

CITY TREASURER
TOTALS

ADMINISTRATION

CITY ADMINISTRATOR

ADMINISTRATIVE ASSISTANT

ADMINISTRATIVE SPECIALIST

CITY OF PLACENTIA

POSITION ALLOCATION PLAN
FISCAL YEAR 2021-22
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
1 4
7 5
7 7
1 1
33 1
4 7
5 7
7 1
1 33
4 7
5 7
7 1
1 33
1 4
7 5
7 7
1 1
33 Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
1 0
0 1
0 0
1 1
ASSISTANT TO THE CA/ECONOMIC DEVELOPMENT MANAGER 0.45 0.45 0.45 0.65 DEPUTY CITY ADMINISTRATOR 1 1 1 1
DEPUTY CITY CLERK 1 1 1 1
DEPUTY DIRECT. OF ADMIN. SRVCS./CHIEF DEPUTY CITY
CLERK 0 0 0 0
DIRECTOR OF ADMINISTRATIVE SERVICES 0 0 0 0
DIRECTOR OF HUMAN RESOURCES 0 0 0 1
EXECUTIVE ADMINISTRATIVE ASSISTANT TO THE CA 1 1 1 1
HUMAN RESOURCES ANALYST 2 2 2 1
HUMAN RESOURCES MANAGER 0 0 0 0
HUMAN RESOURCES OFFICE CLERK 0 0 0 1
HUMAN RESOURCES TECHNICIAN 1 1 1 0
INFORMATION TECHNOLOGY MANAGER 0 0 0 1
MANAGEMENT ANALYST (IT) 1 1 1 0
OFFICE ASSISTANT 2 2 0 0
OFFICE SPECIALIST 0 0 0 0
PUBLIC SAFETY COMMUNICATIONS MANAGER 1 1 1 1
PUBLIC SAFETY COMMUNICATIONS SUPERVISOR 3 3 3 3
PUBLIC SAFETY DISPATCHER (1 OVERHIRE) 11 13 13 13
RISK MANAGER 0 0 1 1
SENIOR HUMAN RESOURCES ANALYST 0 0 1 1
SENIOR HUMAN RESOURCES TECHNICIAN 0 0 1 1
SENIOR MANAGEMENT ANALYST 1 1 1 1
TOTALS 26.45 28.45 31.45 31.65
Exhibit A

FINANCE

ACCOUNT CLERK

ACCOUNTANT

ACCOUNTING MANAGER

ACCOUNTING TECHNICIAN

DIRECTOR OF FINANCE

OFFICE ASSISTANT

SENIOR ACCOUNTANT
SR. FINANCIAL ANALYST
SR. MANAGEMENT ANALYST
TOTALS

DEVELOPMENT SERVICES

ADMINISTRATIVE ASSISTANT

ASSISTANT PLANNER

CITY OF PLACENTIA

POSITION ALLOCATION PLAN
FISCAL YEAR 2021-22
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
2 0
1 3
1 0
1 1
0 9
2 0
1 3
1 0
1 1
0 9
2 0
1 3
1 0
1 1
0 9
2 0
1 3
1 0
1 1
0 9
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
0 1
0 1
0 0
0 0
ASSISTANT TO THE CA/ECONOMIC DEVELOPMENT MANAGER 0.55 0.55 0.55 0.35 ASSOCIATE PLANNER 0 0 1 1
BUILDING INSPECTOR 1 1 1 1
BUILDING PERMIT TECHNICIAN 1 1 1 1
CODE ENFORCEMENT OFFICER 0 0 0 0
DIRECTOR OF DEVELOPMENT SERVICES 1 1 1 1
INFORMATION TECHNOLOGY TECHNICIAN 0 0 1 1
MANAGEMENT ANALYST 1 1 1 1
MEDIA SERVICES SPECIALIST 0 1 1 1
OFFICE ASSISTANT 1 1 1 1
PLANNING TECHNICIAN 0 0 1 1
SENIOR PLANNER 1 1 1 1
SR. CODE ENFORCEMENT OFFICER 1 1 1 1
TOTALS 8.55 9.55 11.55 11.35
Exhibit A

POLICE SERVICES

ADMINISTRATIVE ASSISTANT

CAPTAIN

CHIEF OF POLICE

CODE ENFORCEMENT OFFICER

COMMUNITY SERVICES OFFICER

CRIME ANALYST

DISPATCH MANAGER

IT SERGEANT

LIEUTENANT

MANAGEMENT ANALYST

MANAGEMENT ASSISTANT

OFFICE ASSISTANT

OFFICE SPECIALIST - RECORDS

PARKING CONTROL OFFICER

POLICE ACADEMY TRAINEE

POLICE CIVILIAN INVESTIGATOR

CITY OF PLACENTIA

POSITION ALLOCATION PLAN
FISCAL YEAR 2021-22
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
0 0
2 2
1 1
0 0
1 1
1 1
0 0
1 1
3 3
0 0
0 0
0 0
2 2
2 2
0 2
1 1
0 0
1 1
1 1
0 0
1 1
3 3
0 0
0 0
0 0
2 2
2 2
0 2
1 1 1 1
3 3 3 3
POLICE DISPATCHER / RECORDS CLERK (MOVED TO ADMIN) 0 0 0 0 POLICE OFFICER (3 OVERHIRE) 39 38 39 39
POLICE SERVICES OFFICER 2 2 2 2
POLICE SERVICES SUPERVISOR 2 3 3 3
PROPERTY TECHNICIAN 1 1 1 1
SERGEANT (1 OVERHIRE) 9 9 9 10
SR. ADMINISTRATIVE ASSISTANT 1 1 1 1
SR. CODE ENFORCEMENT OFFICER 0 0 0 0
SR. MANAGEMENT ANALYST 1 1 1 1
TOTALS 72 72 73 74
Exhibit A

CITY OF PLACENTIA

POSITION ALLOCATION PLAN
FISCAL YEAR 2021-22

FIRE & LIFE SAFETY

BATTALION CHIEF

DEPUTY FIRE CHIEF

FIRE CAPTAIN

FIRE CHIEF

FIRE ENGINEER
FIRE MARSHALL (ADDED Q1 FY21/22)
FIRE PREVENTION SPECIALIST (ADDED Q1 FY21/22)

FIREFIGHTER

MANAGEMENT ANALYST

MANAGEMENT ASSISTANT

OFFICE ASSISTANT

PATROL ENGINEER

TRAINING OFFICER
TOTALS

PUBLIC WORKS

ASSOCIATE CIVIL ENGINEER (SEWER)

CITY ENGINEER

CUSTODIAN

DEPUTY CITY ADMINISTRATOR

ENGINEERING AIDE

ENVIRONMENTAL COMPLIANCE OFFICER (REFUSE)

FACILITY MAINTENANCE TECHNICIAN

MAINTENANCE WORKER

MANAGEMENT ANALYST

MECHANIC

OFFICE ASSISTANT

PUBLIC WORKS INSPECTOR

PUBLIC WORKS SUPERINTENDENT
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
3 1
3 1
3 1
3 1
6 6 6 6
1 1 1 1
6 6 6 6
0 1 1 1
0 1 1 1
6 6 6
1 1
0 1
1 27
1 0
0 1
0 27
1 0
0 1
0 27
6 1
0 0
1 0
27 Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
0 1
2 1
1 2
1 1
2 1
1 2
1 1 1 1
0 1 1 1
0 1 1 1
2 2 2 2
8 8 8 8
1 1 1 1
1 2 2 2
1 1 1 1
1 1 1 1
1 1 1 1
PUBLIC WORKS SUPERVISOR 2 2 2 2
TRAFFIC ENGINEER 0 0 0 0
TRANSPORTATION MANAGER 1 1 1 1
TOTALS 22 26 26 26
Exhibit A

COMMUNITY SERVICES

COMMUNITY SERVICES COORDINATOR

COMMUNITY SERVICES SUPERVISOR

DIRECTOR OF COMMUNITY SERVICES

MAINTENANCE WORKER

MANAGEMENT ANALYST

OFFICE ASSISTANT
TOTALS

CITY OF PLACENTIA

POSITION ALLOCATION PLAN
FISCAL YEAR 2021-22
Amended Adopted Amended 3rd Quarter
2020-21 2021-22 2021-22 2021-22
4 1
1 0
0 1
7 4
1 1
1 0
1 8
4 1
1 1
0 1
8 4
1 1
1 1
1 9

SUMMARY
FULL-TIME FUNDED PERSONNEL 168 176 182 183
UNFUNDED OVERHIRES 4 4 4 5
ELECTED & APPOINTED PERSONNEL 33 33 33 33
GRAND TOTAL 205 213 219 221
'Overhires are not funded
Exhibit A

PLACENTIA
Rich Heritage, Bright Future
General Fund
Proposed General Fund Budget
Fiscal Year 2022-23
May 17, 2022

PLACENTIA
Rieh Heritage, Bright Future
Presentation Overview
• FY 2021/22 Third Quarter Budget Update & Year-end
Projections
• FY 2022/23 Proposed General Fund Budget Overview
• Position Allocation (staffing)
• Measure U
• Fund Balance

RP"
4 PLACENTIA
Rich Heritage, Bright Future
FY 2021/22 Third Quarter
Adjustments
• Updates recommended include minor adjustments
needed to finish current fiscal year, as well as
modifications to capital projects as a result of
increased funding.

General Fund
Special Revenue
Capital Projects
Total
Revenues
(Including Transfers -In)
$50,000
$295,934
$2,200,000
$2,545,934
$62,575
$416,360
$2,968,998
$3,447,933

viiIrc4 FY 2021/22 Third Quarter

PLACENTIA
Rich Heritage, Bright Future
Adjustments
• $2.2 Million federal earmark received for the
Golden Avenue bridge
• $50,000 requested for contract plan review
services, offset by corresponding increase in
revenue
• $81,160 appropriations and revenue for a
CalRecyle grant received
• Increased SB2 funding received and expense
appropriations relating to the Navigation Center

PLACENTIA
Rich Heritage, Bright Future
FY 2021/22 General Fund
Year -End Projections
FY21/22 Amended FY21/22
Budget Projection
Revenue $51,423,583
$51,485,078
Expenses
$51,126,018 $47,965,543
Projected Change to Fund Balance
$3,519,535

Projected Ending Fund Balance at 6/30/22
Restricted
Section 115 Trust
Contingency Reserve
Fund Balance Designations
FY 2021/22 General Fund Reserve
Yearend Estimate (25%)
Estimated Be: innin: Fund Balance 7 1 2021
Non -Spendable
Projected Change in Fund Balance

PLACENTIA
Rich Heritage, Bright Future
Unassigned
$16.929 535
$3,519,535
$20,449,070
$2,209,112
$552,982
$152,100
$8,246,471
$9,318,405
Estimated Endin: Fund Balance 6 30 22
Projected Operating Expenditures
25% FB Target
General Fund Operating Reserve %
$32,985,886
$8,246,471
Contingency Reserve/Unassigned
Fund Balance
Projected- 52%
Goal- 25%
52%

PLACENTIA
Rich Heritage, Bright Future
FY 2022/23 Proposed
General Fund Budget
• Proposed budget is balanced, provides resources necessary to maintain or enhance service levels and prioritize funding of reserves
General Fund Revenue
General Fund Expenses
Variance
$45,482,968
$45,277,130
$205,838

PLACENTIA
Rich Heritage, Bright Future
Proposed FY22/23 Budget
General Fund Revenues- $45,482,968
Intergovernmental,
1%
Charges for Services_.
3%
Misc. Revenue
6%
Fines & Forfeitures_
1%

PLACENTIA
Rich Heritage. Bright Future
General Fund Operating
Revenues
Revenue T • e
Property Taxes
Sates & Use Taxes
Other Taxes
Permits
Fines & Forfeitures
Intergovernmental
Charges for Services
Miscellaneous
Total Operating Revenues
Transfers In
Measure U Transfers In
Employee Retention
OPER
Total Transfers In
Total Resources
FY 2021/22
Amended Bud : et
$17,545,700
8,138,460
5,850,985
1,929,900
444,200
274,000
1,348,200
2,422,146
$37,953,591
9,996,792
2,604,900
868,300
$13,469,992
$51,423,583
FY 2021/22 Year
End Estimates
$17,103,127
9,414,009
6,367,429
2,153,468
370,758
40,964
990,394
1,633,726
38,073,875
9,938,002
2,604,900
868,300
$13,411,202
$51,485,077
FY 2022/23
Proposed
Budget
$18,392,934
8,663,690
6,715,400
2,455,000
355,000
540,000
1,305,400
2,520,200
$40,947,624
Variance to FY21/22
Amended Bud:et

4.8%

6.5%

14.8%

27.2%
(20.1%)

97.1%
(3.2%)

3.6%

7.9%
1,115,744 (88.8%)
2,564,700
854,900
$4,535,344
$45,482,968

PLACENTIA
Rich Heritage, Bright Future
19,000,000
18, 000, 000
17, 000, 000
16, 000, 000
15,000,000
General Fund Revenue -
Top Sources
Property Tax
FY18/19 FY19/20 FY20/21 FY21/22 FY22/23
Projected Proposed
Property Tax
Sales Tax (Including Transfer
from Measure U)
$15,000,000
$13,000,000
$11,000,000
$9,000,000
$7,000,000
$5,000,000
FY18/19 FY19/20 FY20/21 FY21/22 FY22/23
Projected Proposed
.J., -Sales Tax

Proposed FY 2022/23 Budget
.PIHA=.a=aGeneral Fund Expenditures- $45,277,130

BY DEPARTMENT

BY EXPENDITURE TYPE
Transfers
Out
$37,500
0%
Debt Service
$5,179,250
11%
Operating
$39,196,634
87%
Capital
Projects
$863,746
2%

•
ti
fd:+�^.5.'. 1ndBodd .. •

PLACENTIA
Rich Herilvge, Bright Future
Position Allocation
• Proposed budget includes funding for 184.0 FTE
employees, 33.0 FTE elected or appointed
officials and authorization for 5.0 FTE overhires
in Police and Public Safety Communication
Departments

PLACENTIA
Rich Heritage, Bright Future
Position Allocation- Proposed
Changes
• Proposed addition of one Facilities Maintenance
Technician in Public Works
Increased demand for facility maintenance citywide, particularly for Community Services facilities
• Proposed reclassification of Management Analyst to
Senior Management Analyst in Public Works
II Better reflect duties being done and needs of the department • Adjustments to salaries in accordance with negotiated MOUs have been incorporated

IWr-
•
r

PLACENTIA
Rich Heritage, Bright Future
General Fund Reserve Policy
General Fund Reserve Policy 460 was designed as a
result of approval of Measure U by voters and
establishes:
• Guidelines for reserves
• Minimum contingency reserve of 25% of operating
expenditures
• Allocation formulas for new, unrestricted on-going and one-time revenues for specific purposes
• Purposes and uses of reserves

rir' Measure U Historical Performance

PLACENTIA
Rich Heritage, Bright Future
9,000,000
8,000,000
7,000,000
6,000,000
5,000,000
4,000,000
3,000,000
2,000,000
1,000,000
Measure U Revenue
FY18/19
FY19/20
FY20/21
FY21/22 Proj. FY22/23 Prop.
*Measure was approved by voters in 2018 and became effective April 2019

PLACENTIA
Rich Heritage, Bright Future
FY 2022/23 -Measure U
Contributions to Reserves
2022-23 Proposed Measure U Budget - $8,549,000
Current Allocations
Infrastructure, Vehicles, and Equipment
Post -Employment Benefits Sustainability
Employee Recruitment and Retention (including
additional staff)
General Fund Unassigned Fund Balanc
*Reserve target of 25% has been met
After GF Reserve
Target Met*
60%
10%
30%
0%
Amount
$5,129,400
$854,900
$2,564,700

nrril

PLACENTIA
Rich Heritage, Bright Future
FY 2022/23 Proposed General Fund -
Fund Balance
Estimated Be: innin Fund Balance 7 1 2022
Projected Change in Fund Balance
Pro.ected Endinc Fund Balance at 6/30/23
Fund Balance Designations
Non -Spendable
Restricted
Section 115 Trust
Contingency Reserve
Unassigned
$205,838
$20,654,908
$3,262,084
$556,084
$152,100
$9,799,158
$6,885,482
Estimated Endin: Fund Balance 6 30 23
Projected Operating Expenditures
25% FB Target
General Fund Operating Reserve %
$39,196,634
$9,799,159
43%
Contingency Reserve/Unassigned
Fund Balance
Projected- 43%
Goal- 25%

PLACENTIA
Rich Heritage, Bright Future
Recommendations
It is recommended that the City Council take the following actions:

1. Adopt Resolution No. R -2021 -XX, amending the City's FY 2021-22 Budget to reflect Third Quarter Budget
Adjustments.

2. Review and discuss the Proposed FY 2022-23 General
Fund Operating Budget and provide input and direction
for final budget adoption; and

3. Set the date of the public hearing for budget adoption as June 21, 2022, at 7:00 p.m.

Questions?
w
,A•mir

PLACENTIA
Rich Heritage, Bright Future
19