Agenda packet, regular meeting — Placentia City Council, May 2, 2023 (part 1 of 4)

Mayor Ward L. Smith
District 5
Mayor Pro Tem Jeremy B. Yamaguchi
Councilmember
District 3
Kevin Kirwin
Councilmember
District 2
Rhonda Shader
Councilmember
District 1
Chad P. Wanke
Councilmember
District 4
Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Damien R. Arrula
City Administrator
Christian L. Bettenhausen
City Attorney
City of Placentia
401 E. Chapman Avenue
Placentia, CA 92870
Phone: (714) 993-8117
Fax: (714) 961-0283
Email:
[email protected]
Website: www.placentia.org
Regular Meeting Agenda
May 2, 2023
Placentia City Council
Placentia City Council Acting as Successor Agency to the Placentia Redevelopment Agency
Placentia Industrial Commercial Development Authority
Placentia Public Financing Authority
MC.ai%o ,Statement
Thee City Cam/toil cGL Ca' committed& to- keepIvu/ Place ' tta, a/ pleasant place by provCd.Cn,g•aaafefiusnayatmo4phere, superiorpul>i+cbevvtces-a.n.d/po-L+.cios- thatpromote the hCg-heft ata nda rd ,- of comwwi uty lid VC/sCon.Statement
The/ City of Placentia/ will/ ma.Gnta.Lw a w opew, hone t, reapon ei, and Cvwwvatwe goverwment that delivera' quality be vtcea- Cvz a faGr a l& equ.itat 1 e ma.wn.er white/ Opt'u v a va.aa.ble reaou rcea.

Copies of all agenda materials are available for public review in the Office of the City Clerk, online at www.placentia.org , and at the Placentia Library Reference Desk.

Persons who have questions concerning any agenda item may call the City Clerk's Office, (714) 993-8231, to make inquiry concerning the nature of the item described on the agenda.

Procedures for Addressina the Council/Board Members
Any person who wishes to speak regarding an item on the agenda or on a subject within the City's jurisdiction during the "Oral Communications" portion of the agenda should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE that portion of the agenda is called. Testimony for Public Hearings will only be taken at the time of the hearing. Any person who wishes to speak on a Public Hearing item should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE the item is called.

The Council and Board members encourage free expression of all points of view. To allow all persons the opportunity to speak, please keep your remarks brief. If others have already expressed your position, you may simply indicate that you agree with a previous speaker. If appropriate, a spokesperson may present the views of an entire group. To encourage all views, the Council and Board discourage clapping, booing or shouts of approval or disagreement from the audience.

PLEASE SILENCE ALL PAGERS, CELL PHONES, AND OTHER ELECTRONIC EQUIPMENT WHILE COUNCIL AND BOARD MEMBERS ARE IN SESSION.

Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at (714) 993-8231.

Notification 48 hours prior to the meeting will generally enable City Staff to make reasonable arrangements to ensure accessibility.
(28 CFR 35.102.35.104 ADA Title II)
In compliance with California Government Code § 54957.5, any writings or documents provided to a majority of the City Council regarding any item on this agenda that are not exempt from disclosure under the Public Records Act will be made available for public inspection at the City Clerk's Office at City Hall, 401 East Chapman Avenue, Placentia, during normal business hours.

Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Executive Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Executive Sessions, Executive Sessions are not open to the public.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023

Page 1 of 6 ends

PLACENTIA CITY COUNCIL

PLACENTIA CITY COUNCIL ACTING AS SUCCESSOR AGENCY TO THE

PLACENTIA REDEVELOPMENT AGENCY

PLACENTIA INDUSTRIAL COMMERCIAL DEVELOPMENT AUTHORITY

PLACENTIA PUBLIC FINANCING AUTHORITY

REGULAR MEETING AGENDA - CLOSED SESSION
May 2, 2023
5:30 p.m. — City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Kirwin
Councilmember/Board Member Shader
Councilmember/Board Member Wanke
Mayor Pro Tem/Board Vice Chair Yamaguchi
Mayor/Board Chair Smith
ORAL COMMUNICATIONS:

At this time, the public may address the City Council and Boards of Directors concerning any items on the Closed Session Agenda only. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

The City Council and Boards of Directors will recess to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings.

1. Pursuant to Government Code Section 54957.6

CONFERENCE WITH LABOR NEGOTIATOR
Agency Designated Representatives:

Employee Organizations:

Damien Arrula, City Administrator
Alice Burnett, Director of Human Resources
Placentia City Employees Association (PCEA)
Placentia Firefighters Association (PFA)
Placentia Police and Fire Management Association (PPFMA) Placentia Police Officers Association (PPOA)
Unrepresented Employees
RECESS: The City Council and Boards of Directors will recess to their 7:00 p.m. Regular Meeting.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023 Page 2 of 6

PLACENTIA CITY COUNCIL

PLACENTIA CITY COUNCIL ACTING AS SUCCESSOR AGENCY TO THE

PLACENTIA REDEVELOPMENT AGENCY

PLACENTIA INDUSTRIAL COMMERCIAL DEVELOPMENT AUTHORITY

PLACENTIA PUBLIC FINANCING AUTHORITY

REGULAR MEETING AGENDA
May 2, 2023
7:00 p.m. — City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Kirwin
Councilmember/Board Member Shader
Councilmember/Board Member Wanke
Mayor Pro Tem/Board Vice Chair Yamaguchi
Mayor/Board Chair Smith
INVOCATION: Chaplain Kenneth Milhander
PLEDGE OF ALLEGIANCE: Firefighter Lucas Dochmaschewsky
PRESENTATION:

Recognition of Citizens Academy Graduates
Presenter: Mayor Smith
Recipients: Citizens Academy Graduates
CLOSED SESSION REPORT:

CITY ADMINISTRATOR REPORT:

ORAL COMMUNICATIONS:

At this time, the public may address the City Council and Boards of Directors concerning any agenda item, which is not a public hearing item, or on matters within the jurisdiction of the City Council and Boards of Directors. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

CITY COUNCIL/BOARD MEMBER COMMENTS:

1. CONSENT CALENDAR (Items 1.a. through 1.h.):

All items on the Consent Calendar are considered routine and are enacted by one motion approving the recommended action listed on the Agenda. Any Member of the City Council and Boards of Directors or City Administrator may request an item be removed from the Consent Calendar for discussion. All items removed shall be considered immediately following action on the remaining items.

1.a.

1.b.

Consideration to Waive Reading in Full of all Ordinances and Resolutions Fiscal Impact: None
Recommended Action: Approve
City Fiscal Year 2022-23 Registers for May 2, 2023
Check Register
Fiscal Impact: $4,111,327.88
Electronic Disbursement Register
Fiscal Impact: $1,073,830.01
Recommended Action: It is recommended that the City Council:
1) Receive and file
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023 Page 3 of 6

1.c.

1.d.

1.e.

1.f.

Resolution Relating to Fiscal Year 2023-24 Levy of Assessments to The City of Placentia Landscape Maintenance District No. 92-1 and Setting a Public Hearing for June 6, 2023 at 7:00 P.M.

Fiscal Impact:

Revenue: $450,858 (Recouped through assessments)
Expenditures: $419,200 (Proposed FY 2023-24 Budget LMD 92-1 Fund) Recommended Action: It is recommended that the City Council:
1) Adopt Resolution R-2023-25, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2023-24 for the continuation of the annual assessments for Landscape Maintenance District No. 92-1; and
2) Adopt Resolution R-2023-26, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annual levy and collection of assessments for certain maintenance within an existing district, pursuant to the provisions of Division 15, Part 2, of the California Streets and Highways Code and setting a time and place for public hearing thereon.

Resolution Relating to Fiscal Year 2023-24 Levy of Assessments to The City of Placentia Street Lighting District No. 81-1 and Setting a Public Hearing for June 6, 2023 At 7:00 P.M.

Fiscal Impact:

Revenue: $135,286 (SLD 81-1 Assessments)
$ 36,214 (Transfer in from General Fund)
Expenditures: $171,500 (Proposed FY 2023-24 Budget SLD 81-1 Fund) Recommended Action: It is recommended that the City Council:
1) Adopt Resolution R-2023-27, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2023-24 for the continuation of the annual assessments for Street Lighting District No. 81-1; and 2) Adopt Resolution R-2023-28, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for an annual levy and collection of assessments for certain maintenance within an existing district, pursuant to the provisions of Division 15, Part 2, of the California Streets and Highways Code and setting a time and place for public hearing thereon.

Professional Services Agreement with HdL, Coren & Cone for Property Tax Consulting Services
Fiscal Impact:

Expense: $ 17,715 Annually plus hourly fees for as -needed Consulting Services
Budgeted: Funding included in FY 2023-24 Proposed Budget Recommended Action: It is recommended that the City Council:
1) Approve the Professional Services Agreement with HdL, Coren and Cone for Property Tax Management, Information and Audit Services for a five-year term ending June 30, 2027; and
2) Authorize the City Administrator and/or his designee to execute all the necessary documents in a form approved by the City Attorney.

Agreement for Grant Writing and Legislative Advocacy Services with Townsend Public Affairs, Inc.

Fiscal Impact:

Expense: $66,000 FY 2024-25 Legislative (101001-6001)
$72,000 FY 2025-26 Legislative (101001-6001)
$78,000 FY 2026-27 Legislative (101001-6001)
Recommended Action: It is recommended that the City Council:
1) Approve Professional Services Agreement with Townsend Public Affairs, Inc. for Grant Writing and Legislative Advocacy Services; and
2) Authorize the City Administrator to execute the necessary documents, in a form approved by the City Attorney.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023 Page 4 of 6

1.g.

Award of Contract to Nieves Landscaping, Inc., for the Urban Forest Tree Planting Project, City Project No 1306
Fiscal Impact:

Expense: $ 81,618.00 Contract Amount
Budgeted: $120,000.00 FY 2023-24 CIP Budget (841306-6740) Recommended Action: It is recommended that the City Council:
1) Award a Public Works Agreement with Nieves Landscaping Inc., for the Urban Forest Tree Planting Project in an amount not -to -exceed $81,618; and 2) Authorize the City Administrator to approve contract change orders up to 10% or $8,161 of the contract not -to -exceed amount; and
3) Authorize the City Administrator to execute all necessary documents, in a form approved by the City Attorney.

1.h. Software Agreement with Kronos SaasHR, Inc. for a Workforce Management System
Fiscal Impact:

Expense: $13,387 One-time implementation fee, $63,250 annual software license fee
Budgeted: Human Resources 101523-6136
Recommended Action: It is recommended that the City Council:
1) Approve the software agreement with Kronos SaasHR, Inc. for a workforce management system.
2) Authorize the City Administrator and/or his designee to execute all the necessary documents in a form approved by the City Attorney.

2. PUBLIC HEARINGS: None

3. REGULAR AGENDA:

3.a. Approval of Plans & Specifications and Award of Construction Contract to Legion Contractors, Inc., for the Parque Del Arroyo Verde Renovation Project, City Project No. 7902
Fiscal Impact:

Expense: $2,667,956.64 Total Construction Cost
$2,286,378.76 Construction Contract Amount
$ 228,637.88 ConstructionContingency Amount
$ 152,940.00 ConstructionManagement/Inspection Costs
Budget: $2,670,236.80 FY 2022-23 CIP Budget
$1,316,859.76 Park & Rec Impact Fee (637902-6760)
$ 828,060.77 Measure U (797902-6760)
$ 525,316.27 City Quimby In -Lieu Fee (697902-6760)
Recommended Action: It is recommended that the City Council:
1) Approve the Engineering Plans and Specifications prepared by David Volz Design for the Parque Del Arroyo Verde Renovation Project, City Project No. 7902; and 2) Approve a Public Works Agreement with Legion Contractors, Inc., for the Parque Del Arroyo Verde Renovation Project in the amount of $2,286,378.76; and 3) Reject all other bids received and authorize the return of the bid bonds; and 4) Authorize the City Administrator to approve contract change orders up to ten percent (10%) of the contract amount, or $228,637.88, for a total construction contract not - to -exceed amount of $2,515,016.64; and
5) Approve Resolution No. R-2023-29, A Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2022-23 in compliance with City Charter of the City of Placentia §§1206 and 1209 pertaining to appropriations for actual expenditures; and
6) Authorize the City Administrator and/or his designee to execute all necessary documents, in a form approved by the City Attorney.

Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023 Page 5 of 6

3.b. Study Session: Santa Fe Avenue Street Closure On -Street Parking Review Fiscal Impact: None
Recommended Action: It is recommended that the City Council:
1) Receive and file this report; and
2) Select one of the options as the preferred on -street parking option; and 3) Direct Staff to implement the final option.

CITY COUNCIL/BOARD MEMBERS REQUESTS:

Council/Board Members may make requests or ask questions of Staff. If a Council/Board Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.

ADJOURNMENT:

The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to a regular City Council meeting on Tuesday, May 16,2023 at 5:30 p.m.

TENTATIVE AGENDA FORECAST
The Tentative Agenda Forecast is subject to change up until the posting of the Agenda for the Council Meeting listed below:
• TOD CFD 2018-01 Resolution for Annual Assessment
• Public Safety CFD 2014-01 Resolution for Annual Assessment • Award of Maintenance Contract for Pool and Fountain Maintenance Services • Award of Maintenance Contract for Median and Parkway Landscape Services • PSA: City Hall and Police Station Modernization Project • Specific Plan 2022-01, DPR 2022-04 and TTM 19250 (Toll Brothers) • Review of the Annual General Fund Operating Budget, CIP, and Position Allocation Plan for FY 2023-24
• First Reading of Ordinance 2023-02 requiring electronic and paperless filing of FPPC Campaign Disclosure Statements and Statement of Economic Interest

CERTIFICATION OF POSTING
I, Carole M. Wayman, Deputy City Clerk of the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Public Financing Authority hereby certify that the Agenda for the May 2, 2023 meetings of the City Council, Successor Agency, Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on April 27, 2023.

Carole M. Wayman
Deputy City Clerk
Placentia City Council/Successor Agency/ICDA/PPFA Agenda, May 2, 2023 Page 6 of 6

Type Vendor Name/ID Description
Check Totals by ID
AP 4,158,491.97
EP 0.00
IP 0.00
OP 0.00
Fund Name
101 -General Fund (0010)
117 -Measure U Fund (0079)
205 -State Gas Tax (0017)
208-Sccssr Agncy Ret Oblg (0054)
211 -PEG Fund (0058)
225 -Asset Seizure (0021)
231 -Placentia Reg Nav Cent(0078)
243 -City Quimby In Lieu Fee (0069)
249-TOD District CFD (0080)
260 -Street Lighting Distrct (0028)
265 -Landscape Maintenance (0029)
270-CDBG Fund (0030)
275 -Sewer Maintenance (0048)
280 -Mise Grants Fund (0050)
282-CalRecycle Grant (0083)
283 -County Annexation (0084)
302 -Public Financing Autho(0082)
501 -Refuse Administration (0037)
601 -Employee Health & Wlfre (0039)
605 -Risk Management (0040)
701 -Special Deposits (0044)
City of Placentia
eck Register
For 05/02/2023
Account/Description
Check Totals by Fund
798,658.36
268,447.15
9,682.92
1,307.41
351.69
1,073.08
137,333.33
383.82

60.33 47,933.84
22,624.97
91,829.10
30,578.52
69,058.17
143.58
405.96
2,500,634.19
730.64
13,526.26
110,458.56
6,106.00
Check Total: 4,111,327.88
Batch ID Amount Invoice# PO # Check # Check Date
Grand Total: 4,158,491.97
Void Total: 47,164.09
Check Total: 4,111,327.88
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

1.b.

May 2, 2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description
RV
RV
RV
RV
RV
RV
RV
RV
RV
RV
RV
RV

CARPENTER ROTHANS & NOV LITIGATION FEE
V012176

CARPENTER ROTHANS & DEC PROFESSIONAL SERVICE
V012176

CARPENTER ROTHANS & DEC LITIGATION FEES
V012176

CARPENTER ROTHANS & DEC LITIGATION FEE
V012176

CARPENTER ROTHANS & JAN PROFESSIONAL SERVICE
V012176

CARPENTER ROTHANS & JAN LITIGATION FEES
V012176

CARPENTER ROTHANS & JAN LITIGATION FEE
V012176

CARPENTER ROTHANS & FEB PROFESSIONAL SERVICE
V012176

CARPENTER ROTHANS & FEB LITIGATION FEES
V012176

CARPENTER ROTHANS & MAR LITIGATION SERVICE
V012176

CARPENTER ROTHANS & MAR PROFESSIONAL SERVICE
V012176

CARPENTER ROTHANS & MAR LITIGATION FEES
V012176

RV HOME DEPOT CREDIT
V000478
City of Placentia
Check Register
For 04/26/2023
Account/Description
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
Batch ID
Amount Invoice#
AP041023 1,968.00 42646
AP041023 14,935.85 42647
AP041023 1,927.00 42648
AP041023 287.00 42918
AP041023 2,902.75 42919
AP041023 2,396.76 42920
AP041023 1,004.50 43096
AP041023 6,213.05 43097
AP041023 1,359.28 43098
AP041023 8,553.75 43310
AP041023 913.41 43311
AP041023 2,009.00 43312
Check Total: 44,470.35
TOMAHAWK POWER GRINDER 103655-6840 AP041023 2,693.74 040523 Machinery & Equipment
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 1
Check Total:
2,693.74
PO # Check # Check Date
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
00126743 04/13/2023
P12830 00126758 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
City of Placentia
Check Register
For 04/26/2023
Description Account/Description
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 2
Batch ID Amount Invoice# PO # Check # Check Date
Type Total: 47,164.09
Void Total: 47,164.09
04/26/2023 :Date
12:42:44 :Time

City of Placentia
Check Register
For 04/26/2023
Type Vendor Name/ID Description Account/Description Batch ID Amount Invoice# PO # Check # Check Date MW OH AMAZON CAPITAL SERVICE&PR HEALTH & WELLNESS SUPPLIES09595-6999 AP041023 309.51 17YN1-N6R9- 00126732 04/13/2023 V012336 Other Expenditure
MW OH AMAZON CAPITAL SERVICE6'rENUINE OEM EPSON LAMP 581573-6399 AP041023 351.69 1NTP-RVJH- 00126732 04/13/2023 V012336 Other Supplies
MW OH AMAZON CAPITAL SERVICESIIGH SPEED HDMI CABLES 101523-6840 AP041023 135.52 1TF9-PLR7- 00126732 04/13/2023 V012336 Machinery & Equipment
Check Total: 796.72
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 101.75 23-0202-24556 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0202-24557 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0204-24648 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0205-24664 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0209-24808 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0209-24812 P12740 00126733 04/13/2023 V006631 Towing Services
MW 011 ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0213-24904 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0218-25119 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0223-25266 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0224-25312 P12740 00126733 04/13/2023 V006631 Towing Services
MW OH ANAHEIM FULLERTON FEB TOWING SVS 103047-6181 AP041023 185.00 23-0224-25315 P12740 00126733 04/13/2023 V006631 Towing Services
User: Gabriela Calin 04/26/2023 :Date
Report: AP1400M : AP: Warrant List - Machine Page: 3 12:42:44 :Time

Type Vendor Name/ID

MW OH ANAHEIM FULLERTON
V006631

MW OH AT&T
V008736
MW 01-1 AUDI NORTH OC
V012263

MW OH BALLOONS PLUSS
V011001

MW OH BRENNAN ESTIMATING
V011259

MW OH CALIFORNIA FORENSIC
V000232
Description

FEB TOWING SVS

FEB TOWING SVS
City of Placentia
Check Register
For 04/26/2023
Account/Description
Batch ID
103047-6181 AP041023
Towing Services
103047-6181 AP041023
Towing Services
3/27-4/26 POWELL BLDG INTERNET 109595-6215
Telephone/Internet
Check Total:

Amount Invoice# PO #
101.75 23-0225-25384 P12740
185.00 23-0226-25404 P12740
2,238.50
AP041023 73.48 APRIL 2023
Check Total:

MAR- VEHICLE REBATE PROGRAM 102534-6363 AP041023
Resident Vehicle Rebate Prog
Check Total:

EASTER EGGCITEMENT BALLONS 104071-6301 AP041023
Special Department Expenses
Check Total:

APR FIRE AND SECURITY ALARM 103654-6127 AP041023
Alarm Monitoring
Check Total:

MAR PD BLOOD DRAWS 103040-6055 AP041023
Medical Services
MW OH CALIFORNIA MARKETING YOUTH BASKETBALL COACHING 104071-6301 / 79376-6301 V009347 Special Department Expenses

MW OH CALIFORNIA STATE
V006510

MW OH CALIFORNIA STATE
User: Gabriela Calin
Report: AP1400M : AP: W
Check Total:

AP041023

73.48 1,000.00 MARCH 2023
1,000.00
401.25 1233
401.25
360.00 9919
360.00
378.00 2236
378.00
646.30 91858
Check Total: 646.30
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023 561.63 22-476 CSUF PD Reimburse Impound Fees
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023 527.50 22-482 CSUF PD Reimburse Impound Fees
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023 1,217.50 22-483 arrant List - Machin
Page: 4
Check # Check Date
00126733 04/13/2023
00126733 04/13/2023
00126734 04/13/2023
00126735 04/13/2023
00126736 04/13/2023
P12660 00126737 04/13/2023
P12498 00126738 04/13/2023
00126739 04/13/2023
00126740 04/13/2023
00126740 04/13/2023
00126740 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type
MW OH
MW OH
MW OH
Vendor Name/ID
V006510

CALIFORNIA STATE
V006510

CALIFORNIA STATE
V006510
MW OH CALMAT CO.

V010007
MW OH CALMAT CO.

V010007

MW OH CARL WARREN & CO
V008011
City of Placentia
Check Register
For 04/26/2023
Description Account/Description Batch ID
CSUF PD Reimburse Impound Fees
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023
CSUF PD Reimburse Impound Fees
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023
CSUF PD Reimburse Impound Fees
JUL CSUF PD REIMB IMPOUND FEES 103047-6183 AP041023
CSUF PD Reimburse Impound Fees
Check Total:

ASPHALT

MAR PROFESIONAL SVS
MW OH CHARTER COMMUNICATIONS21-4/20
V004450
MW OH CHARTER COMMUNICATIONS25-4/24
V004450
MW OH CHARTER COMMUNICATIONS25-4/24
V004450
MW OH CHARTER COMMUNICATION1326-4/26
V004450
MW OH COLLINS + COLLINS LLP
V011980
MW OH COLLINS + COLLINS LLP

PSC/EOC SPECTRUM SVS

CH FIBER LINE

WHITTEN CTR INTERNET

PW YARD INTERNET SVS

FEB LITIGATION SERVICE

FEB PROFESSIONAL SVS
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
103652-6301 AP041023
Special Department Expenses
103652-6301 AP041023
Special Department Expenses
Check Total:
404582-6025
Third Party Administration
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Intemet
404582-6006
Litigation
404582-6006
Page: 5
Amount Invoice#

55.00 22-499
527.50 22-503
161.62 22-506
PO # Check # Check Date
00126740 04/13/2023
00126740 04/13/2023
00126740 04/13/2023
3,050.75
419.37 73589365 P12556 00126741 04/13/2023
419.37 73591725 P12556 00126741 04/13/2023
838.74
AP041023 1,661.00 CWC -2030679
1,661.00
717.92 0034466032623
1,251.44 0347700032523
648.47 0347726032523
648.47 0347858032623
3,266.30
AP041023 7,584.00 4356500
AP041023 3,142.00 4356506
Check Total:

AP041023
AP041023
AP041023
AP041023
Check Total:
00126742 04/13/2023
00126744 04/13/2023
00126744 04/13/2023
00126744 04/13/2023
00126744 04/13/2023
00126745 04/13/2023
00126745 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
Description
V011980

MW OH COMMERCIAL AQUATIC MAR GOMEZ POOL MAINT
V005203

MW OH COMMERCIAL AQUATIC MAR FOUNTAIN MAINT
V005203

MW OH COMMERCIAL AQUATIC
V005203

MW OH DENNIS GRUBB &
V012137
City of Placentia
Check Register
For 04/26/2023
Account/Description
Litigation
103654-6290
Dept. Contract Services
103654-6290
Dept. Contract Services
103654-6290
Dept. Contract Services
MAR FOUNTAIN MAINT - LIBRARY 103654-6290 / 21008-6290
Dept. Contract Services
FD INSPECTION & PLAN CHECK SVS 103066-6290
Dept. Contract Services

MW OH DJE SOUND & LIGHTING INCTREE LIGHTING SOUND SVS
V011877

MW OH ESPEJEL, ALISSON PERMIT DEPOSIT REFUND
V012519

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842
User: Gabriela Calin
Report: AP1400M : AP: Wan -ant List - Machine
104071-6099/79394-6099
Professional Services
104071-4385
Facility Rental
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
Page: 6
Batch ID
Amount Invoice#
Check Total: 10,726.00
AP041023 1,265.00 877763
AP041023 1,265.00 877764
AP041023 402.96 877765
AP041023 287.04 877765
Check Total: 3,220.00
AP041023 11,150.00 3020
Check Total: 11,150.00
AP041023 2,290.56 INV -00362
Check Total:

AP041023
Check Total: 150.00
AP041023 9.50 102-184506
2,290.56
150.00 2003435.002
AP041023
AP041023
AP041023
133.83 102-184552
121.11 102-184683
220.54 102-184697
PO # Check # Check Date
P12490
P12490
P12490
P12490
00126746 04/13/2023
00126746 04/13/2023
00126746 04/13/2023
00126746 04/13/2023
P12571 00126747 04/13/2023
P12628 00126748 04/13/2023
00126749 04/13/2023
P12506 00126750 04/13/2023
P12506 00126750 04/13/2023
P12506 00126750 04/13/2023
P12506 00126750 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID

MW OH FACTORY MOTOR PARTS
V010842

MW OH FIREMASTER
V000409

MW OH FM THOMAS AIR
V010634

MW OH GALLS LLC
V000438

MW OH GOLDEN STATE WATER
V000928

MW OH GOLDEN STATE WATER
V000928
Description

PARTS/SUPPLIES

PARTS/SUPPLIES
City of Placentia
Check Register
For 04/26/2023
Account/Description
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
Batch ID Amount Invoice# PO #
AP041023 90.23 102-185388 P12506
AP041023 123.94 102-185496 P12506
AP041023 71.10 12-5187889 P12506
AP041023 18.75 12-5187891 P12506
AP041023 5.25 12-5200462 P12506
AP041023 51.78 12-5202511 P12506
Check Total: 846.03
ANN FIRE EXTINGUISHER MAINT 103658-6301 AP041023 1,276.84 0001057816 Special Department Expenses
3/13 HVACSERVICE

QUARTERLY HVAC MAINT

FD UNIFORMS

FEB -MAR WATER CHARGES

FEB -MAR WATER CHARGES
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
103654-6290
Dept, Contract Services
103654-6290
Dept. Contract Services
103066-6360
Uniforms
109595-6335
Water
109595-6335/21010-6335
Water
Page: 7
Check Total: 1,276.84
AP041023 287.73 45027 P12468
AP041023 3,742.00 45033 P12468
Check Total: 4,029.73
AP041023 96.96 023920883
Check Total: 96.96
AP041023 8,650.65 040423
AP041023 499.46 040423
Check # Check Date
00126750 04/13/2023
00126750 04/13/2023
00126750 04/13/2023
00126750 04/13/2023
00126750 04/13/2023
00126750 04/13/2023
00126751 04/13/2023
00126752 04/13/2023
00126752 04/13/2023
00126753 04/13/2023
00126754 04/13/2023
00126754 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID

MW OH GOLDEN STATE WATER
V000928

MW OH GST
V009410

MW OH GST
V009410
Description

FEB -MAR WATER CHARGES

JAN PROFESSIONAL SVS

MAR PROFESSIONAL SVS
City of Placentia
Check Register
For 04/26/2023
Account/Description
296561-6335
Water
101523-6290
Dept. Contract Services
101523-6290
Dept. Contract Services
MW OH HF&H CONSULTANTS LLC FEB SOLID WASTE BENCHMARK ST 103550-6099 V010575 Professional Services
MW OH HINDERLITER DE LLAMAS &Q-3 - TRANSACTION TAX SVS
V000465

MW OH JOHN HANCOCK USA -PARS
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH
V010625

JOHN HANCOCK USA -PARS
V010625

JOHN HANCOCK USA -PARS
V010625
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
PARS -FT PE 4/1 PD 4/7
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
102020-6099
Professional Services
0010-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0010-2131
Employer PARS/ARS Payable
0029-2131
Employer PARS/ARS Payable
0037-2131
Employer PARS/ARS Payable
0037-2131
Employer PARS/ARS Payable
0048-2131
Employer PARS/ARS Payable
Page: 8
Batch ID Amount Invoice# PO # Check # Check Date
AP041023 3,547.24 040423 00126754 04/13/2023
Check Total:

AP041023
AP041023
Check Total: 40,950.00
12,697.35
20,475.00 1NV85697 P12788 00126755 04/13/2023
20,475.00 1NV87611 P12788 00126755 04/13/2023
AP041023 2,257.00 9720038 P12802 00126756 04/13/2023
Check Total: 2,257.00
AP041023 377.88 SIN026580 P12593 00126757 04/13/2023
Check Total: 377.88
773.22 PR2301007 00126759 04/13/2023
872.02 PR2301007 00126759 04/13/2023
AP041023
AP041023
AP041023
AP041023
AP041023
AP041023
AP041023
638.87 PR2301007 00126759 04/13/2023

17.77 PR2301007 00126759 04/13/2023
215.64 PR2301007 00126759 04/13/2023

73.54 PR2301007 00126759 04/13/2023
102.57 PR2301007 00126759 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description
MW OH JOHN HANCOCK USA -PARS PARS -FT PE 4/1 PD 4/7
V010625
MW OH JOHN HANCOCK USA -PARS PARS -FT PE 4/1 PD 4/7
V010625
MW OH JOHN HANCOCK USA -PARS PARS -FT PE 4/1 PD 4/7
V010625
MW 01-1 JONES & MAYER
V009822

MW OH JONES & MAYER
V009822

MW OH KEN GRODY FORD
V012265

MW OH KEN GRODY FORD
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

FEB PROFESSIONAL SERVICES

FEB PROFESSIONAL SERVICES
2022 F-250 UTILITY TRUCK
2022 F-250 UTILITY TRUCK
City of Placentia
Check Register
For 04/26/2023
Account/Description
0048-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
0054-2131
Employer PARS/ARS Payable
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
101005-6006
Litigation
798304-6842
Vehicles
798304-6842
Page: 9
Batch ID Amount Invoice#

52.53 PR2301007

4.50 PR2301007
2,803.19
AP041023 134.06 114884
AP041023 290.47 114885
AP041023 2,430.00 114889
AP041023 499.58 114890
AP041023 186.73 114897
AP041023 558.59 114898
AP041023 8,398.21 114899
AP041023 1,027.82 114900
AP041023 22,858.44 115071
Check Total: 36,383.90
AP041023 62,605.25 5775
AP041023 62,605.25 6726
AP041023
AP041023
AP041023
Check Total:

PO # Check # Check Date
00126759 04/13/2023
00126759 04/13/2023
00126759 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
00126760 04/13/2023
P12811 00126761 04/13/2023
P12811 00126761 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V012265
Description
MW OH KOA HILLS CONSULTING LL11Y28-30 CONSULTING SERVICES V011519
MW 011 KOA HILLS CONSULTING LLEY16-31 CONSULTING SERVICES V011519

MW OH KOSMONT TRANSACTIONS MAR PORTFOLIO MGMT SVS
V011935
MW 01-1 LEFTA SYSTEMS
V012497

MW OH LEFTA SYSTEMS
V012497

MW OH LEHR AUTO
V009930

MW OH LIEBERT CASSIDY
V000597

MW OH LOENGREEN INC
City of Placentia
Check Register
For 04/26/2023
Account/Description
Vehicles
796204-6840
Machinery & Equipment
796204-6840
Machinery & Equipment
102020-6099
Professional Services
Batch ID
Amount Invoice# PO # Check # Check Date
Check Total: 125,210.50
AP041023 218.75 9764
AP041023
Check Total: 3,193.75
P12541 00126762 04/13/2023
2,975.00 9765 P12541 00126762 04/13/2023
AP041023 2,996.93 2201.6-0013 P12532 00126763 04/13/2023 Check Total: 2,996.93
FTO TRAINING SOFT SUBSCRIPTION 103041-6136 AP041023 579.00 INV -001679 00126764 04/13/2023 Software Maintenance
FTO TRAINING SOFT SUBSCRIPTION503040-6136 / 233005-6136 AP041023 12,515.00 1NV-001679 00126764 04/13/2023 Software Maintenance
Check Total: 13,094.00

FD VEHICLE RETROFIT

LITIGATION FEES

FEB CONSTRUCTION SERVICES
User: Gabriela Calin
Report: AP1400M : AP: Wan -ant List - Machine
103066-6134
Vehicle Repair & Maintenance
AP041023 2,789.03 SI85509
Check Total: 2,789.03
101005-6006 AP041023 748.00 212658
Litigation
101005-6006 AP041023 899.00 217990
Litigation
101005-6006 AP041023 483.00 230847
Litigation
101005-6006 AP041023 227.50 237192
Litigation
Check Total: 2,357.50
302535-6401 / 232501-6401 AP041023 50,196.10 INV -1
Page: 10
P12833 00126765 04/13/2023
00126766 04/13/2023
00126766 04/13/2023
00126766 04/13/2023
00126766 04/13/2023
P12837 00126767 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
V012515

MW OH LOENGREEN INC
V012515

MW OH LYNCH EMS
V011542

MW OH MARIN CONSULTING
V003507
City of Placentia
Check Register
For 04/26/2023
Description Account/Description
Community Programs
MAR CONSTRUCTION SERVICES 302535-6401 / 232501-6401
Community Programs

APR EMT SERVICES
101516-6290
Dept. Contract Services
PD LEADERSHIP & ACCOUNTAB REG? 13041-6250
Staff Training
MW 01-1 MARIPOSA LANDSCAPES INGIAR LANDSCAPE MAINT - LMD V000647

MW OH MARIPOSA LANDSCAPES INSTAR LANDSCAPE MAINT
V000647
296561-6115
Landscaping
173555-6115
Landscaping
MW OH MARIPOSA LANDSCAPES INSTAR LANDSCAPE MAINT - LIBRARY103655-6115 / 21008-6115 V000647 Landscaping
MW OH MARIPOSA LANDSCAPES 1NSIAR LANDSCAPE MAINT
V000647

MW OH MARISCAL, MONICA
V012517
MW OH MAR1SCAL, MONICA
V012517

MW OH MARTIN, ARMANDO
V011735

MW OH ORANGE COUNTY
103655-6115
Landscaping
GFOA '23 TRAVEL EXPENSES 102020-6235
Travel
GFOA '23 TRAVEL EXPENSES 102020-6240
Mileage Reimbursement
MAR ANIMAL REMOVAL SVS 103045-6280
Animal Control Services
OCEA PE 4/1 PD 4/7 0079-2176
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 11
Batch ID Amount Invoice# PO # Check # Check Date
AP041023 41,633.00 INV -2 P12837 00126767 04/13/2023
Check Total:

AP041023 P12477 00126768 04/13/2023
91,829.10
86,198.12 23-794
Check Total:

AP041023
Check Total:

AP041023
AP041023
AP041023
AP041023
Check Total:

AP041023
AP041023
Check Total:

AP041023
Check Total:

AP041023
86,198.12
250.00 CONNELL04102 00126769 04/13/2023
250.00
6,040.63 101942 P12471 00126770 04/13/2023
9,142.92 101942 P12471 00126770 04/13/2023
1,655.06 101942 P12471 00126770 04/13/2023
4,174.89 101942 P12471 00126770 04/13/2023
21,013.50
374.00 040523MM

25.81 040523MM
399.81
600.00 0001936
600.00

5.55 PR2301007
00126771 04/13/2023
00126771 04/13/2023
P12515 00126772 04/13/2023
00126773 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
V000699

MW OH ORANGE COUNTY
V000699

MW OH ORANGE COUNTY
V000699
Description
OCEA PE 4/1 PD 4/7
OCEA PE 4/1 PD 4/7
OCEA PE 4/1 PD 4/7
OCEA PE 4/1 PD 4/7
OCEA PE 4/1 PD 4/7
MW OH ORANGE COUNTY 3Q ANIMAL SHELTER
V007306

MW OH PARKHOUSE TIRE INC TIRES FOR CITY VEHICLES
V004472

MW OH PBK-WLC ARCHITECTS MAR PSC DESIGN SERVICES
V012022
MW OH PCEA C/O NORTH ORANGE CTEA PE 4/1 PD 4/7
V000679
MW OH PCEA C/O NORTH ORANGE CRCEA PE 4/1 PD 4/7
V000679
MW OH PCEA CIO NORTH ORANGE Cii'ICEA PE 4/1 PD 4/7
V000679
MW OH PCEA C/O NORTH ORANGE OWEA PE 4/1 PD 4/7
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
PCEA/OCEA Assoc Dues
0054-2176
PCEA/OCEA Assoc Dues
0048-2176
PCEA/OCEA Assoc Dues
0037-2176
PCEA/OCEA Assoc Dues
0029-2176
PCEA/OCEA Assoc Dues
0010-2176
PCEA/OCEA Assoc Dues
103045-6130
Repair & Maint/Facilities
103658-6134
Vehicle Repair & Maintenance
105213-6850
Building & Facilities
0079-2176
PCEA/OCEA Assoc Dues
0054-2176
PCEA/OCEA Assoc Dues
0048-2176
PCEA/OCEA Assoc Dues
0037-2176
Page: 12
Batch ID
AP041023
AP041023
AP041023
AP041023
AP041023
Amount Invoice#

0.35 PR2301007

12.67 PR2301007

14.10 PR2301007

7.79 PR2301007
456.19 PR2301007
PO # Check # Check Date
00126773 04/13/2023
00126773 04/13/2023
00126773 04/13/2023
00126773 04/13/2023
00126773 04/13/2023
Check Total: 496.65
AP041023 15,497.88 AC2390060 P12620 00126774 04/13/2023 Check Total: 15,497.88
AP041023 603.86 1020267514 P12758 00126775 04/13/2023
Check Total:
603.86
AP041023 22,950.00 000000000017 P12649 00126776 04/13/2023 Check Total:

AP041023
AP041023
AP041023
AP041023
22,950.00

0.48 PR2301007 00126777 04/13/2023

0.03 PR2301007 00126777 04/13/2023

1.09 PR2301007 00126777 04/13/2023

1.22 PR2301007 00126777 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description
V000679
MW OH PCEA C/O NORTH ORANGE C1 CEA PE 4/1 PD 4/7
V000679
MW OH PCEA C/0 NORTH ORANGE C>kCEA PE 4/1 PD 4/7
V000679

MW OH PERRY, BRIAN TRAVEL EXPENSES
V002942
City of Placentia
Check Register
For 04/26/2023
Account/Description
PCEA/OCEA Assoc Dues
0029-2176
PCEA/OCEA Assoc Dues
0010-2176
PCEA/OCEA Assoc Dues
213041-6250
Staff Training
MW OH PUBLIC AGENCY TRAINING GRANT PROPOSAL WRITING REG 213041-6250 V012516 Staff Training

MW OH RING CENTRAL INC APR PHONE SVS
V012026
101523-6136
Software Maintenance
MW OH SECO ELECTRIC & LIGHTINGPOLICE CHIEF CONF ROOM REPAIRS795301-6850 V010182 Building & Facilities

MW OH SHADER, RHONDA
V010255
TRAVEL EXPENSE REIMBURSEMENT101001-6245
Meetings & Conferences
MW 01-1 SOUTHERN CALIFORNIA FEB -MAR ELECTRIC CHARGES
V000910

MW OH SOUTHERN CALIFORNIA FEB -MAR ELECTRIC CHARGES
V000910

MW OH SOUTHERN CALIFORNIA FEB -MAR ELECTRIC CHARGES
V000910
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
109595-6330
Electricity
109595-6330/21009-6330
Electricity
109595-6330/21010-6330
Electricity
Page: 13
Batch ID
AP041023
AP041023
Check Total:

AP041023
Check Total:

Amount Invoice#

0.68 PR2301007

39.50 PR2301007
PO # Check # Check Date
00126777 04/13/2023
00126777 04/13/2023

43.00 48.00 PERRY041123 00126778 04/13/2023

48.00 425.00 KNUTSON04102 00126779 04/13/2023
425.00
AP041023 7,535.71 CD_000564579 P12789 00126780 04/13/2023 Check Total:
7,535.71
AP041023 1,085.90 7902 00126781 04/13/2023
1,085.90
AP041023 395.00 032023A 00126782 04/13/2023
Check Total:

Check Total:

AP041023
AP041023
AP041023
395.00
18,556.51 040323
00126783 04/13/2023

79.42 040323 00126783 04/13/2023
695.79 040323 00126783 04/13/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID

MW OH SPARKLETTS
V000967

MW OH STERICYCLE
V000905

MW OH STERICYCLE
V000905
Description

SENIOR CTR- COFFEE/WATER SVS

MAR CH WATER/COFFEE SERVICE

MAR SHREDDING SERVICE

PD SHEREDDING SERVICE
City of Placentia
Check Register
For 04/26/2023
Account/Description
109595-6301
Special Department Expenses
109595-6301
Special Department Expenses
374386-6299
Other Purchased Services
103040-6299
Other Purchased Services
MW OH THOMSON REUTERS - WEST PD APR SOFTWARE SUBSCRIPTION 103042-6290 V009649 Dept. Contract Services
MW OH TOWNSEND PUBLIC AFFAIRS\PR ADVOCACY SERVICES
V004165

MW OH TRANSTECH ENGINEERS INC EB ENGINEERING DESIGN SVS V011220

MW OH TRANSTECH ENGINEERS IN(EB ENGINEERING DESIGN SVS
V011220
MW OH TRILLIUM CNG (1720)
V007952

MAR CNG FUEL

MW OH UNDERGROUND SERVICE MAR DIG ALERT FEES
V010637

MW OH UNDERGROUND SERVICE MAR DIG ALERT SERVICE
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Batch ID
Check Total:

AP041023
101001-6001
Management Consulting Servics
501301-6740
Infrastructure - Streets
791301-6740
Infrastructure - Streets
103658-6345
Gasoline & Diesel Fuel
484356-6301
Special Department Expenses
484356-6301
Page: 14
Amount Invoice#
19,331.72
280.25 14974536 032923
PO # Check # Check Date
00126784 04/13/2023
00126784 04/13/2023
AP041023 3,274.55 4106122 031723
Check Total: 3,554.80
AP041023 426.14 8003690613 00126785 04/13/2023
AP041023 1,520.00 8003690614 00126785 04/13/2023
Check Total: 1,946.14
AP041023 378.22 848091022 00126786 04/13/2023
Check Total: 378.22
AP041023 5,000.00 19770 P12495 00126787 04/13/2023
Check Total: 5,000.00
AP041023 42,205.60 10231973R P12631 00126788 04/13/2023 AP041023 10,551.40 10231973R P12631 00126788 04/13/2023 Check Total: 52,757.00
AP041023 209.35 23458804 00126789 04/13/2023
Check Total:

AP041023
AP041023
209.35

61.15 22-2303487
277.75 320230542
00126790 04/13/2023
00126790 04/13/2023
04/26/2023 :Date
12:42:44 :Time

City of Placentia
Check Register
For 04/26/2023
Type Vendor Name/ID Description Account/Description Batch ID Amount Invoice# PO # Check # Check Date V010637 Special Department Expenses
Check Total: 338.90
MW OH UNITED STATES POSTAL BULK MAILING - PERMIT # 26 104070-6325 AP041023 10,000.00 03082023 P12834 00126791 04/13/2023 V001085 Postage
Check Total: 10,000.00
MW OH US BANK PARS #6746022400 PARS PE 4/1 PD 4/7 0010-2131 AP041023 1,657.07 PR2301007 00126792 04/13/2023 V008781 Employer PARS/ARS Payable
MW OH US BANK PARS #6746022400 PARS PE 4/1 PD 4/7 0010-2126 AP041023 1,657.07 PR2301007 00126792 04/13/2023 V008781 Employee PARS/ARS W/H
Check Total: 3,314.14
MW OH US BANK ST PAUL DEBIT SERVICE PAYMENT 0082-1150 AP041023 2,499,384.19 2265466 00126793 04/13/2023 V010025 Cash w/Fiscal Agent
Check Total: 2,499,384.19
MW OH V & V MANUFACTURING IN 1JD BADGES 103066-6360 AP041023 190.02 55892 00126794 04/13/2023 V010393 Uniforms
Check Total: 190.02
MW OH WELLS FARGO VENDOR FIN4/14-5/13 COPIER LEASE 109595-6175 AP041023 188.36 5024504281 00126795 04/13/2023 V010076 Office Equipment Rental
Check Total: 188.36
MW OH ZHOU, BING 6/7-8 TRAFFIC SURVEYING SVS 103550-6099 AP041023 100.00 SCO278A 00126796 04/13/2023 V012002 Professional Services
Check Total: 100.00
MW OH ALLIANCE BUSINESS APR FD INTERNET SERVICE 109595-6215 AP041723 1,393.37 2485394 00126797 04/20/2023 V011660 Telephone/Internet
Check Total: 1,393.37
MW OH ALTA LANGUAGE SERVICESMAR TESTING 101512-6099 AP041723 55.00 IS645562 00126798 04/20/2023 V010194 Professional Services
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 15
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description

MW OH AMAZON CAPITAL SERVICEELEANING SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICES FFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEIDFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEEARDSTOCK/OFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICESIR OFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICE/PAD SCREEN PROTECTOR
V012336

MW OH AMAZON CAPITAL SERVICEDUAL TRASH CONTAINERS
V012336
MW 011 AMERICAN OFFICE ADMIN OFFICE FURNITURE
V009212
MW OH AT & T FDI 4/2-5/1 INTERNET SERVICE
V008736
MW OH AT & T 4/1-4/30 PD YARD INTERNET
V008736
MW OH AT & T MOBILITY 3/8-4/7 IPAD INTERNET SERVICE
V008709
MW OH AT & T MOBILITY 4/8-5/7 IPAD INTERNET CHARGES
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
103066-6301
Special Department Expenses
103065-6315
Office Supplies
103065-6315
Office Supplies
103065-6315
Office Supplies
101512-6315
Office Supplies
103066-6315
Office Supplies
833593-6301
Special Department Expenses
103654-6855
Furniture & Fixtures
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Page: 16
Batch ID
Check Total:

AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
Check Total:

Amount Invoice#

55.00 628.16 16G4-M41T-
PO # Check # Check Date
00126799 04/20/2023
00126799 04/20/2023
00126799 04/20/2023
00126799 04/20/2023
00126799 04/20/2023
00126799 04/20/2023
00126799 04/20/2023

75.47 16RQ-TGK7-

6.83 16TM-LWY7-

54.16 1 LVR-WPYP-

78.13 1LXD-I WCK-

29.22 1XLV-N I 7F-
143.58 1CRX-JHV6- P12822
1,015.55
AP041723 957.00 13738A
Check Total:

AP041723
Check Total:

AP041723
AP041723
957.00

63.49 FD1 APRIL 23

63.49 53.50 APRIL 2023 PD

53.50 591.19 X02152023
591.19 X03152023
00126800 04/20/2023
00126801 04/20/2023
00126802 04/20/2023
00126803 04/20/2023
00126803 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V008709

MW OH AT&T
V004144

MW OH AT&T
V007715

MW OH AT&T MOBILITY
V011025

MW OH AXIS GENERAL
V011183

MW OH AXIS GENERAL
V011183
Description

MAR -APR PHONE CHARGES

MAR -APR PHONE CHARGES
FD1 3/17-4/16 PHONE SERVICE
FD2 3/17-4/16 PHONE SERVICE
3/1-31 CS PHONE SERVICE
3/11-4/10 FIRSTNET SERVICE
1/3 EMERGENCY REPAIR PUMP ST
3/10 EMERGENCY REPAIR PUMP ST
3/20 EMERGENCY REPAIR PUMP ST

MW OH B & M LAWN & GARDEN PORTABLE GENERATOR
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215/21008-6215
Telephone/Internet
296561-6215
Telephone/Internet
109595-6215
Telephone/Internet
109595-6215
Telephone/lnternet
109595-6215
Telephone/Internet
109595-6215
Telephone/Internet
103652-6099
Professional Services
103652-6099
Professional Services
103652-6099
Professional Services
103655-6840
Page: 17
Batch ID
Check Total:

AP041723
AP041723
AP041723
Check Total:

AP041723
AP041723
Check Total:

AP041723
Check Total:

Amount Invoice# PO # Check # Check Date
1,182.38
2,427.10 041123 00126804 04/20/2023

10.02 041123 00126804 04/20/2023
145.27 041123 00126804 04/20/2023
2,582.39
259.13 FD STA 1 APR 00126805 04/20/2023
259.13 FD STA2 APRIL 00126805 04/20/2023
518.26

84.84 X04082023

84.84 AP041723 1,641.96 21163328
Check Total: 1,641.96
AP041723 5,757.45 9442
AP041723 1,672.11 9567
AP041723 4,763.38 9579
Check Total: 12,192.94
AP041723 1,897.68 589154
00126806 04/20/2023
00126807 04/20/2023
P12745 00126808 04/20/2023
P12745 00126808 04/20/2023
P12745 00126808 04/20/2023
00126809 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V000127

MW OH B & M LAWN & GARDEN
V000127

MW OH B & M LAWN & GARDEN
V000127
Description

CR -RETURN

CR - RETURN

STARTER PULLEY KIT
MW OH BLUE SCOPE CONSTRUCTIO33UTLER BUILDING CONST
V012441

MW OH BUREAU VERITAS NORTH ON CALL PLAN CHECK SERVICE
V004481

MW OH CALIFORNIA DENTAL
V008102

MW OH CALIFORNIA DENTAL
V008102
MW OH CALMAT CO.

V010007
MW OH CALMAT CO.

V010007

APR DENTAL INS PREMIUM

ASPHALT

MW OH CARPENTER ROTHANS & LITIGATION SERVICES
V012176
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Machinery & Equipment
103655-6840
Machinery & Equipment
103655-6840
Machinery & Equipment
103066-6137
Repair Maint/Equipment
105213-6850
Building & Facilities
103551-6290
Dept. Contract Services
Batch ID
AP041723
AP041723
AP041723
Check Total:

Amount Invoice#
-5.39 589155
-18.87 589156

33.39 590852
1,906.81
AP041723 28,085.40 22740-02
Check Total:

AP041723
Check Total:
395000-4720 AP041723
ISF Dental Ins Reimbursement
395083-5162 AP041723
Dental Insurance Premiums
Check Total:
103652-6301 AP041723
Special Department Expenses
103652-6301 AP041723
Special Department Expenses
103652-6301 AP041723
Special Department Expenses
Check Total:
404582-6006
Litigation
Page: 18
28,085.40
1,050.00 RI 23002309
1,050.00
793.38 APRIL 2023
126.33 APRIL 2023
919.71
PO # Check # Check Date
00126809 04/20/2023
00126809 04/20/2023
00126809 04/20/2023
P12734 00126810 04/20/2023
00126811 04/20/2023
00126812 04/20/2023
00126812 04/20/2023
514.87 73598733 P12556 00126813 04/20/2023
515.89 73598734 P12556 00126813 04/20/2023
518.94 73598735 P12556 00126813 04/20/2023
1,549.70
AP041723 1,968.00 42646A
00126814 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description

MW OH CARPENTER ROTHANS &
V012176

MW OH CARPENTER ROTHANS &
V012176
MW 01-1 CARPENTER ROTHANS &
V012176

MW OH CARPENTER ROTHANS &
V012176

LITIGATION SERVICES

LITIGATION SERVICES
City of Placentia
Check Register
For 04/26/2023
Account/Description
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
404582-6006
Litigation
MW OH CHARTER COMMUNICATION81-30 GOMEZ CENTER INTERNET 109595-6215 V012060 Telephone/Internet

MW OH CHAVEZ, MINERVA
V010818

MW OH CITY OF BREA
PERMIT CANCELLATION REFUND 104071-4385
Facility Rental
BUSINESS CARDS - PLANNING DEPT 102531-6315
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 19
Batch ID
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
AP041723
Check Total:

Amount Invoice#
14,935.85 42647A
1,927.00 42648A
287.00 42918A
2,902.75 42919A
2,396.76 42920A
1,004.50 43096A
6,213.05 43097A
1,359.28 43098A
913.41 43311A
2,009.00 43312A
35,916.60
AP041723 139.99 12228860104012
PO # Check # Check Date
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
00126814 04/20/2023
Check Total:

AP041723
Check Total:

AP041723
139.99
200.00 2003454.002
200.00

58.15 ASR0000202
00126815 04/20/2023
00126816 04/20/2023
00126817 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/1D
V000125
MW 01-1 CITY OF BREA
V000125
City of Placentia
Check Register
For 04/26/2023
Description Account/Description
Office Supplies
CORRECTION NOTICES - BLGD DEPT102532-6315
Office Supplies

MW OH CITY OF NEWPORT BEACH CPRS REGISTRATION
V011874

MW OH COAST EMS LLC
V011441

EMERGENCY MEDICAL SUPPLIES

EMERGENCY MEDICAL SUPPLIES
MW OH COLANTUONO HIGHSMITH &4AR LEGAL SERVICES
V009754

MW OH COMLOCK
V003166

MW OH COMLOCK
V003166
MW OH DATA TICKET INC.

V006119

DOOR KEYS

DOOR REPAIR, KEYS
104070-6245
Meetings & Conferences
Batch ID
AP041723
Check Total:

AP041723
Check Total:
103066-6362 AP041723
Emergency Medical Supples
103066-6362 AP041723
Emergency Medical Supples
Check Total:
101005-6005
Legal Services
AP041723
Check Total:
103654-6130 AP041723
Repair & Maint/Facilities
103654-6130 AP041723
Repair & Maint/Facilities
MAR CODE CITATIONS PROCESSING102533-6290
Dept. Contract Services
MW OH DELL MARKETING L.P. ADOBE PRO SUBSCRIPTIONS
V000301

MW OH DENNIS GRUBB &
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
101523-6136
Software Maintenance
FD INSPECTIONS & PLAN CHECKS 103066-6290
Page: 20
Check Total:

AP041723
Check Total:

AP041723
Amount Invoice#
158.40 ASR0000202
216.55
240.00 04122023
240.00
500.34 12682
110.39 12687
610.73
382.79 55677
382.79

87.27 842410
PO # Check # Check Date
00126817 04/20/2023
00126818 04/20/2023
00126819 04/20/2023
00126819 04/20/2023
00126820 04/20/2023
00126821 04/20/2023
211.56 842460 00126821 04/20/2023
298.83
1,259.18 149849 00126822 04/20/2023
1,259.18
8,492.59 03-29-23 00126823 04/20/2023
8,492.59
5,665.00 3081 P12571 00126824 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
V012137

MW OH DENNIS GRUBB &
V012137
Description
4/4-13 FD INSPECTIONS
MW OH DIAMONDS SPORTS FIELD 2/17, 3/24 FIELDS MAINTENANCE V011978
MW OH DISTINGUISHED PEST Q3 PEST CONTROL SVS
V003466
MW 011 DUNN-EDWARDS CORP PAINT SUPPLIES
V000307

MW OH DUNN-EDWARDS CORP PAINT SUPPLIES
V000307
MW OH ENVIRONMENTAL MOLD LLEDI, FD2 - MOLD INSPECTION
V012521

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842
MW OH FACTORY MOTOR PARTS PARTS/SUPPL1ES
V010842

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Dept. Contract Services
103066-6290
Dept. Contract Services
104071-6130
Repair & Maint/Facilities
103654-6290
Dept. Contract Services
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
Page: 21
Batch 1D
AP041723 3,600.00 3099
Check Total: 9,265.00
Amount Invoice#
AP041723 900.00 6150
Check Total:

AP041723
Check Total:

AP041723
AP041723
Check Total:
900.00
1,945.00 17193
1,945.00

79.02 2058513741

94.48 2058514413
173.50
AP041723 1,800.00 04032023
Check Total:

AP041723
AP041723
AP041723
AP041723
AP041723
PO # Check # Check Date
P12571 00126824 04/20/2023
P12770 00126825 04/20/2023
P12514 00126826 04/20/2023
00126827 04/20/2023
00126827 04/20/2023
00126828 04/20/2023
1,800.00
120.95 102-1085703 P12506 00126829 04/20/2023

70.68 102-185590 P12506 00126829 04/20/2023

48.74 102-185684 P12506 00126829 04/20/2023

45.47 102-185759 P12506 00126829 04/20/2023
110.12 102-186090 P12506 00126829 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description

MW OH FACTORY MOTOR PARTS PARTS/SUPPLIES
V010842

MW OH FIDELITY SECURITY LIFE
V008132

MW OH FIDELITY SECURITY LIFE
V008132
MW 01I FOSTER MORRISON
V012475
City of Placentia
Check Register
For 04/26/2023
Account/Description
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance
MAR EYEMED VISION PREMIUM 395000-4740
ISF Employee Optical Costs
MAR EYEMED VISION PREMIUM 395083-5164
Optical Insurance Premiums
APR VISION INSURANCE PREMIUM 395083-5164
Optical Insurance Premiums
APR VISION INSURANCE PREMIUM 395000-4740
ISF Employee Optical Costs

MAR CONSULTING SERVICE
MW 011 GOLDEN STATE WATER FEB -APR WATER CHARGES
V000928

MW OH GOLDEN STATE WATER FEB -APR WATER CHARGES
V000928
MW 01-1 GREAT WESTERN
V010635
MW 01-1 GREAT WESTERN
V010635
799203-6770
Infrastructure - Major Studies
109595-6335
Water
296561-6335
Water
KOCH, GOLDENROD - AMENITIES 797205-6760
Infrastructure - Parks
KOCH, GOLDENROD - AMENITIES 797206-6760
Infrastructure - Parks
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 22
Batch ID
AP041723
AP041723
AP041723
Check Total:

AP041723
AP041723
AP041723
AP041723
Check Total:

Amount Invoice#

22.63 102-186092

57.38 12-5219531

43.10 12-5228154
519.07
2,774.02 165674404
1,141.53 165674404
1,141.53 165716119
2,842.67 165716119
7,899.75
AP041723 10,292.62 1N2-23-4001
10,292.62
5,780.39 041123
665.23 041123
6,445.62
AP041723 8,814.71 2207084
AP041723 6,729.78 2207084
Check Total:

AP041723
AP041723
Check Total:

PO # Check # Check Date
P12506 00126829 04/20/2023
P12506 00126829 04/20/2023
P12506 00126829 04/20/2023
00126830 04/20/2023
00126830 04/20/2023
00126830 04/20/2023
00126830 04/20/2023
P12787 00126831 04/20/2023
00126832 04/20/2023
00126832 04/20/2023
P12780 00126833 04/20/2023
P12780 00126833 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID

MW OH GREAT WESTERN
V010635

MW OH GREAT WESTERN
V010635
Description
City of Placentia
Check Register
For 04/26/2023
Account/Description
KOCH, GOLDENROD - AMENITIES 797207-6760
Infrastructure - Parks
KOCH, GOLDENROD - AMENITIES 797208-6760
Infrastructure - Parks
MW 01-1 HOTSY OF SOUTHERN HIGH PRESSURE HOSE
V004351

MW OH HOUSTON & HARRIS PCS INGMAR SEWER CLEANING SVS
V010110

MW OH IMPERIAL SPRINKLER IRRIGATION SUPPLIES
V006506

MW OH IMPERIAL SPRINKLER IRRIGATION SUPPLIES
V006506
103658-6301
Special Department Expenses
484356-6120
R & M/Sewer & Storm Drain
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
MW OH JACOB GREEN & ASSOCIATINAR PROFESSIONAL COACHING SVg09595-6999 V012276 Other Expenditure

MW OH KNUTSON, TERI
V005254
PD TRAINING MEAL, MILEAGE 213041-6250
Staff Training
MW OH KOA HILLS CONSULTING LL413-7 CONSULTING SERVICES
V011519

MW OH KOSMONT TRANSACTIONS PROFESSIONAL SERVICES
V011935

MW OH KOSMONT TRANSACTIONS PROFESSIONAL SERVICES
User: Gabriela Cahn
Report: AP1400M : AP: Warrant List - Machine
796204-6840
Machinery & Equipment
825525-6030
Trustee Fees
547525-6030
Page: 23
Batch ID
AP041723
AP041723
Check Total:

AP041723
Check Total:

AP041723
AP041723
Check Total:

AP041723
Check Total:

AP041723
AP041723
Amount Invoice# PO #
22,496.12 2207084 P12780
26,161.39 2207084 P12780
64,202.00
214.42 10016743
214.42
30,070.76 23-25200 P12579
30,070.76
915.94 0010087358-001 P12634
135.91 0010125792-001 P12634
1,051.85
600.00 2248
P12719
600.00
350.08 KNUTSON04102
350.08
875.00 9789 P12541
875.00
1,250.00 033123
1,250.00 033123-2
Check # Check Date
00126833 04/20/2023
00126833 04/20/2023
00126834 04/20/2023
00126835 04/20/2023
00126836 04/20/2023
00126836 04/20/2023
00126837 04/20/2023
00126838 04/20/2023
00126839 04/20/2023
00126840 04/20/2023
00126840 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V011935
Description
City of Placentia
Check Register
For 04/26/2023
Account/Description
Trustee Fees
MW OH LAKESHORE LEARNING TINY TOTS CLASROOM SUPPLIES 104071-6301 / 22401-6301 V000585

MW OH LOPEZ, HUMBERTO
V012520

PESTICIDE SAFETY TRAINING
MW OH MAESTAS, HENRY EDDIE 4/14 DJ SERVICE
V012048
MW OH MAKO OVERHEAD DOOR FD1 DOOR REPAIR
V011736

MW OH MCKESSON MEDICAL- EMERGENCY MEDICAL SUPPLIES
V012321

MW OH MCKESSON MEDICAL- EMERGENCY MEDICAL SUPPLIES
V012321
MW OH NV5 INC
V011256
MW OH NV5 INC
V011256
MW OH NV5 INC
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
1/29-2/2 ENGINEERING DESIGN
1/29-2/2 ENGINEERING DESIGN
2/26-4/1 ENGINEERING DESIGN
Special Department Expenses
103550-6245
Meetings & Conferences
104071-6299
Other Purchased Services
103066-6301
Special Department Expenses
103066-6362
Emergency Medical Supples
103066-6362
Emergency Medical Supples
103066-6362
Emergency Medical Supples
103066-6362
Emergency Medical Supples
105207-6850
Building & Facilities
105209-6850
Building & Facilities
105207-6850
Page: 24
Batch ID
Check Total:

Amount Invoice#
2,500.00
AP041723 961.52 592683
Check Total:

AP041723
Check Total:

AP041723
Check Total:
961.52
700.00 527001
700.00
200.00 133408
200.00
AP041723 2,170.00 36089
Check Total:

AP041723
AP041723
AP041723
AP041723
Check Total:

AP041723
AP041723
AP041723
2,170.00
1,218.04 20507336

60.07 20508720
147.93 20514061

52.93 20522399
1,478.97
7,415.00 317532
7,415.00 317532
4,882.50 323986
PO # Check # Check Date
00126841 04/20/2023
00126842 04/20/2023
00126843 04/20/2023
00126844 04/20/2023
00126845 04/20/2023
00126845 04/20/2023
00126845 04/20/2023
00126845 04/20/2023
P12648
P12648
P12648
00126846 04/20/2023
00126846 04/20/2023
00126846 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V011256
MW OH NV5 INC
V011256

MW OH ORANGE COUNTY
V012478

MW OH ORANGE COUNTY
V007306

MW OH PARSAC
V012518

MW OH PATH
V011455

MW OH PEST OPTIONS INC
V010037

MW OH PEST OPTIONS INC
V010037
Description
2/26-4/1 ENGINEERING DESIGN

FENCE PANELS

MAR PARKING CITATIONS

LITIGATION SERVICE
City of Placentia
Check Register
For 04/26/2023
Account/Description
Building & Facilities
105209-6850
Building & Facilities
103654-6130
Repair & Maint/Facilities
0044-2038
Parking Fines
404582-6006
Litigation
SETTLEMENT PAYMENT/EXHAUST 404582-6210
Liability Claims
MAR NAV CTR MGMT SVS 784070-6290
Dept. Contract Services
3/31 GROUND SQUIRREL TREATMENTD4071-6130
Repair & Maint/Facilities
3/31 RODENT CONTROL TREATMENT104071-6130
Repair & Maint/Facilities
MW OH PETE'S ROAD SERVICE INC E2 TIRES REPLACEMENT 103066-6134 V000767

MW OH PLACEWORKS
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Vehicle Repair & Maintenance
MAR CHAPMAN CORRIDOR REQ 509104-6017
Page: 25
Batch ID
AP041723 4,882.50 323986
Check Total:

Amount Invoice#
AP041723
24,595.00
2,400.00 1629
Check Total: 2,400.00
AP041723 6,006.00 033123
Check Total:

AP041723
AP041723
Check Total:
6,006.00
5,020.05 CLAIM#
56,765.54 CLAIM#
61,785.59
PO # Check # Check Date
P12648 00126846 04/20/2023
P12797 00126847 04/20/2023
00126848 04/20/2023
00126849 04/20/2023
00126849 04/20/2023
AP041723 137,333.33 800-0323 P12570 00126850 04/20/2023 Check Total: 137,333.33
AP041723 975.00 421892
AP041723 115.00 421892
P12820 00126851 04/20/2023
P12820 00126851 04/20/2023
Check Total: 1,090.00
AP041723 3,494.19 23-0661300-00 P12836 00126852 04/20/2023 Check Total:
3,494.19
AP041723 14,337.57 81585
P12708 00126853 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V012423

MW OH POWERDMS INC
V012219

MW OH PRINCIPAL FINANCIAL
V000844

MW OH PRINCIPAL LIFE
V008141

MW OH PRUDENTIAL OVERALL
V000836

MW OH PSYCHOLOGICAL
V009259
Description

SOFTWARE SUBSCRIPTION

APR LIFE INS PREMIUM

MAR DENTAL INS PREMIUM

APR DENTAL INS PREMIUM
4/12 PW UNIFORM CLEANING SVS
4/5 PW UNIFORM CLEANING SVS

PRE-EMPL PSYCH EVALUATION
MW OH REYES, STEFANIE ACOSTA TRAINING MEALS. MILEAGE
V011470

MW OH SANTIAGO ROOFING ROOFING BOND REFUND
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Special Studies
101515-6137
Repair Maint/Equipment
109595-5110
Life Ins Allocation
395083-5163
Life Insurance Premiums
395000-4720
ISF Dental Ins Reimbursement
395000-4720
ISF Dental Ins Reimbursement
103650-6360
Uniforms
103650-6360
Uniforms
101512-6099
Professional Services
101515-6250
Staff Training
0044-2033
Page: 26
Batch ID
Amount Invoice#
Check Total: 14,337.57
AP041723 2,173.50 Q-208666
Check Total: 2,173.50
AP041723 1,156.54 124122326000-
AP041723 390.40 124122326000 -
Check Total: 1,546.94
AP041723 2,148.30 3012023
AP041723 2,168.10 4012023
PO # Check # Check Date
00126854 04/20/2023
00126855 04/20/2023
00126855 04/20/2023
00126856 04/20/2023
00126856 04/20/2023
Check Total: 4,316.40
AP041723 163.29 62799900 P12480 00126857 04/20/2023
AP041723 163.29 62979974 P12480 00126857 04/20/2023
Check Total: 326.58
AP041723 440.00 526241 00126858 04/20/2023
Check Total: 440.00
AP041723 170.87 041023 00126859 04/20/2023
Check Total: 170.87
AP041723 100.00 30-23-217 00126860 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
V001614

MW OH SMITH, DONNA
V001269

MW OH SO CAL GAS
V000909
Description
City of Placentia
Check Register
For 04/26/2023
Account/Description
Construction & Demo Deposit
WINTER ,23 - DANCE INSTRUCTOR 104071-6060
Instructional Services

MAR -APR GAS CHARGES

MW OH SO CAL LAND MAINTENANU AR PARK LANDSCAPE MAINT
V011102

MW OH SO CAL LAND MAINTENANCER PARK LANDSCAPE MAINT
V011102

MW OH SOUTHERN CALIFORNIA
V000910

MAR -APR ELECTRICAL CHARGES

MAR -APR ELECTRIC CHARGES

MW OH SOUTHERN CALIFORNIA MAR -APR ELECTRIC CHARGES
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
109595-6340
Natural Gas
104071-6130
Repair & Maint/Facilities
104071-6130
Repair & Maint/Facilities
109595-6330
Electricity
286560-6330
Electricity
296561-6330
Electricity
109595-6330
Electricity
109595-6330/21009-6330
Electricity
109595-6330/21010-6330
Electricity
296561-6330
Electricity
800000-6330
Page: 27
Batch ID
Check Total:

AP041723
Amount Invoice#
100.00
124.80 WINTER 23
Check Total: 124.80
AP041723 294.25 041123
Check Total: 294.25
AP041723 26,220.57 10542
AP041723 26,220.57 10585
Check Total: 52,441.14
AP041723 20,329.59 041023
AP041723 47,933.84 041023
AP041723 143.67 041023
AP041723 4,749.18 041723
AP041723 83.01 041723
AP041723 0.18 041723
AP041723 12,056.69 041723
AP041723 60.33 041723
PO # Check # Check Date
00126861 04/20/2023
00126862 04/20/2023
P12528 00126863 04/20/2023
P12528 00126863 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
00126864 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID Description
V000910

MW OH SOUTHERN CALIFORNIA
V012325

MW OH SOUTHERN CALIFORNIA
V012325
MW 01-1 SOUTHERN CALIFORNIA
V012325

MW OH SOUTHERN CALIFORNIA
V009955

MW OH SOUTHERN CALIFORNIA
V009955
E1-2 REPAIRS AND PARTS
E1-2 REPAIRS AND PARTS
E1-2 REPAIRS AND PARTS
3/1-31 NEWSPAPER PUBLICATIONS
3/1-31 NEWSPAPER PUBLICATIONS
3/1-31 NEWSPAPER PUBLICATIONS
3/1-31 NEWSPAPER PUBLICATIONS
3/1-31 NEWSPAPER PUBLICATIONS

MW OH SOUTHWEST LIFT & VEHICLE LIFT REPLACEMENT
V010959

MW OH SOUTHWEST LIFT & HYDRAULIC OIL
V010959

MW OH SUBURBAN PROPANE PROPANE
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Electricity
Batch ID
Check Total:
103066-6134 AP041723
Vehicle Repair & Maintenance
103066-6134 AP041723
Vehicle Repair & Maintenance
103066-6134 AP041723
Vehicle Repair & Maintenance
Check Total:
101002-6255 AP041723
Dues & Memberships
105213-6850 AP041723
Building & Facilities
697202-6760 AP041723
Infrastructure - Parks
791302-6740 AP041723
Infrastructure - Streets
841306-6740 AP041723
Infrastructure - Streets
Check Total:
105104-6840
Machinery & Equipment
795104-6840
Machinery & Equipment
105104-6840
Machinery & Equipment
103658-6345
Page: 28
AP041723
AP041723
AP041723
Check Total:

Amount Invoice#
85,356.49
619.27 0C23037
252.09 0C23136
252.09 0C23137
1,123.45
1,852.14 563170
456.32 563170
383.82 563170
376.44 563170
405.96 563170
3,474.68
13,691.89 11698
52,653.51 11698
1,928.06 11703
68,273.46
AP041723 28.69 298674
PO # Check # Check Date
00126865 04/20/2023
00126865 04/20/2023
00126865. 04/20/2023
00126866 04/20/2023
00126866 04/20/2023
00126866 04/20/2023
00126866 04/20/2023
00126866 04/20/2023
P12832 00126867 04/20/2023
P12832 00126867 04/20/2023
P12832 00126867 04/20/2023
00126868 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type
Vendor Name/ID
V000971
MW OH TALX UC eXpress
V002944
Description
3/1-5/31 UNEMPL CLAIMS MGMT

MW OH TEAM ONE MANAGEMENT MAR PARK JANITORIAL SVS
V010070

MW OH THE HARTFORD
V012278

MW OH THE HARTFORD
V012278
MW OH THINKSUPPLIES.COM
V007047

MW OH TOTUM CORP
V010229

MW OH TTS ENGINEERING INC
V012466

MAR LIFE, STD, LTD INSURANCE

MAR LIFE, STD, LTD INSURANCE
PAPER
City of Placentia
Check Register
For 04/26/2023
Account/Description
Gasoline & Diesel Fuel
404581-6025
Third Party Administration
103655-6290
Dept. Contract Services
109595-5169
STD Ins Premium
109595-5169
STD Ins Premium
109595-5163
Life Insurance Premiums
109595-6315
Office Supplies
MAR SIFI CONST INSPECTION SVS 103551-6099
Professional Services

MAR PSC - CONSTRUCTION SVS

MW OH TURNOUT MAINTENANCE TURNOUTS
V011543
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
105213-6850/229999-6850
Building & Facilities
103066-6361
Personal Protection Equipment
Page: 29
Batch ID
Check Total:

AP041723
Check Total:

Amount Invoice#

28.69 369.37 2054433072
369.37
AP041723 6,228.44 83
Check Total:

AP041723
AP041723
AP041723
Check Total:
6,228.44
6,117.62 120555948072
3,745.84 120555948072
3,042.48 120555948072
12,905.94
AP041723 253.74 69933
Check Total:
253.74
AP041723 15,820.80 206071
Check Total: 15,820.80
AP041723 214,415.00 23301-3
Check Total: 214,415.00
AP041723 442.56 26929
Check Total:
442.56
PO # Check # Check Date
00126869 04/20/2023
P12516 00126870 04/20/2023
00126871 04/20/2023
00126871 04/20/2023
00126871 04/20/2023
00126872 04/20/2023
P12466 00126873 04/20/2023
P12777 00126874 04/20/2023
00126875 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID

MW OH UPS
V009248

MW OH VERDUSCO, JOAQUIN
V012522
MW OH WAYMAN, CAROLE M.

V012312
MW OH WAYMAN, CAROLE M.

V012312
MW OH WEST COAST ARBOR1STS
V001124

MW OH WEST COAST ARBORISTS
V001124

MW OH YORBA LINDA WATER
V001148
Description

SHIPPING

ENTERTAINER - MOTHER'S DAY

OFFICE SUPPLIES

OFFICE SUPPLIES
1M1716-31 TREE TRIMMING SVS
IN(i/16-31 TREE TRIMMING SVS

FEB -MAR WATER CHARGES
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
103065-6301
Special Department Expenses
104079-6301
Special Department Expenses
101513-6315
Office Supplies
101513-6315
Office Supplies
173555-6116
Tree Maintenance
103655-6116
Tree Maintenance
109595-6335
Water
Page: 30
Batch ID
AP041723
Check Total:

Amount Invoice# PO # Check # Check Date

15.80 000A8D089143

15.80 AP041723 1,000.00 041123
Check Total: 1,000.00
AP041723 2.76 041523
AP041723 11.35 120622
Check Total:

AP041723
AP041723
Check Total:

14.11 540.00 198234
540.00 198234
1,080.00
AP041723 251.91 041123
Check Total:

Type Total:

Check Total:
251.91
4,111,327.88
4,111,327.88
00126876 04/20/2023
00126877 04/20/2023
00126878 04/20/2023
00126878 04/20/2023
P12554 00126879 04/20/2023
P12554 00126879 04/20/2023
00126880 04/20/2023
04/26/2023 :Date
12:42:44 :Time

Type Vendor Name/ID
Description
Check Totals by ID
AP 545,099.92
EP 0.00
IP 0.00
OP 0.00
Fund Name
101 -General Fund (0010)
117 -Measure U Fund (0079)
208-Sccssr Agncy Ret Oblg (0054)
227 -Explorer Grant NOC (0076)
228-NOC-Public Safety Grant(0061)
231 -Placentia Reg Nay Cent(0078)
240 -Sewer Construction (0024)
265 -Landscape Maintenance (0029)
275 -Sewer Maintenance (0048)
501 -Refuse Administration (0037)
City of Placentia
ACH Cheek Register
For 05/02/2023
Account/Description Batch ID Amount Invoice# PO # Check # Check Date Grand Total: 545,099.92
Check Totals by Fund
222,908.44
514.53
674.61
208.66
1,754.57
328.47
719.18
440.31
2,829.31
314,721.84
Check Total: 545,099.92
Void Total:

Check Total:

ACH Payroll Direct Deposit for 02/17/2023: 528,730.09
Electronic Disbursement Total: 1,073,830.01
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

0.00 545,099.92
04/26/2023 :Date
12:48:53 :Time

Type Vendor Name/ID
Description
MW OH PLACENTIA FIREFIGHTERS PFFA PE 4/1 PD 4/7
V011878

MW OH PLACENTIA POLICE
V000839

MW OH PLACENTIA POLICE
V003519

MW OH PLACENTIA POLICE
V003519
MW 011 PLACENTIA POLICE
V003519
PPMA PE 4/1 PD 4/7
PPOA PE 4/1 PD 4/7
PPOA PE 4/1 PD 4/7
PPOA PE 4/1 PD 4/7

MW OH REPUBLIC WASTE SERVICESMAR REFUSE COLLECTION SVS
V007205

MW OH CALIFORNIA STATE
V004813

MW OH EMPLOYMENT
V010052

MW OH EMPLOYMENT
P/E 4/1 PD 4/7
P/E 4/1 PD 4/7
P/E 4/1 PD 4/7
P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
0010-2178
Placentia Police Assoc Dues
0010-2180
Police Mgmt Assn Dues
0010-2178
Placentia Police Assoc Dues
0061-2178
Placentia Police Assoc Dues
0076-2178
Placentia Police Assoc Dues
374386-6101
Disposal
0010-2196
Gamishments W/H
0029-2196
Garnishments W/H
0037-2196
Garnishments W/H
0048-2196
Garnishments W/H
0010-2135
Calif Income Tax W/H
0024-2135
Page: 1
Batch ID
Amount Invoice#
ACH041123 800.00 231007
Check Total:
800.00
ACH041123 665.76 2301007
Check Total:
665.76
ACH041123 3,214.87 2301007
ACH041123 88.00 2301007
ACH041123 9.06 2301007
PO # Check # Check Date
00017247 04/13/2023
00017248 04/13/2023
00017249 04/13/2023
00017249 04/13/2023
00017249 04/13/2023
Check Total: 3,311.93
ACH041123 312,763.62 676-005157121 P12525 00017250 04/13/2023 Check Total: 312,763.62
ACH041223 2,196.90 2301007
ACH041223 9.23 2301007
ACH041223 69.23 2301007
ACH041223 46.15 2301007
Check Total: 2,321.51
ACH041223 35,411.45 2301007
ACH041223 191.42 2301007
00017251 04/13/2023
00017251 04/13/2023
00017251 04/13/2023
00017251 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
04/26/2023 :Date
12:48:53 :Time

Type
Vendor Name/ID
V010052

MW OH EMPLOYMENT
V010052

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
MW 011 INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
User: Gabriela Calin
Description
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
STATE TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Calif Income Tax W/H
0029-2135
Calif Income Tax W/H
0037-2135
Calif Income Tax W/H
0048-2135
Calif Income Tax W/H
0054-2135
Calif Income Tax W/H
0061-2135
Calif Income Tax W/H
0076-2135
Calif Income Tax W/H
0078-2135
Calif Income Tax W/H
0079-2135
Calif Income Tax W/H
0010-2110
Federal Income Tax W/H
0024-2110
Federal Income Tax W/H
0076-2110
Federal Income Tax W/H
0078-2110
Federal Income Tax W/H
0079-2110
Federal Income Tax W/H
0054-2110
Page: 2
Batch ID Amount Invoice#
ACH041223 93.06 2301007
ACH041223 407.43 2301007
ACH041223 458.26 2301007
ACH041223 123.14 2301007
ACH041223 360.99 2301007
ACH041223 48.82 2301007
ACH041223 69.16 2301007
ACH041223 109.75 2301007
Check Total: 37,273.48
ACH041223 85,503.04 2301007
ACH041223 384.06 2301007
ACH041223 105.42 2301007
ACH041223 140.09 2301007
ACH041223 266.09 2301007
ACH041223 328.53 2301007
PO # Check # Check Date
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017252 04/13/2023
00017253 04/13/2023
00017253 04/13/2023
00017253 04/13/2023
00017253 04/13/2023
00017253 04/13/2023
00017253 04/13/2023
04/26/2023 :Date
12:48:53 :Time

Type Vendor Name/ID
V010054

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
MW 011 INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054

MW OH INTERNAL REVENUE
V010054
Description
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
FED TAX P/E 4/1 PD 4/7
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Federal Income Tax W/H
0061-2110
Federal Income Tax W/H
0037-2110
Federal Income Tax W/H
0048-2110
Federal Income Tax W/I-I
0029-2110
Federal Income Tax W/H
0029-2115
Employee Medicare W/H
0037-2115
Employee Medicare W/H
0076-2115
Employee Medicare W/H
0054-2115
Employee Medicare W/H
0024-2115
Employee Medicare W/H
0048-2115
Employee Medicare W/H
0061-2115
Employee Medicare W/H
0079-2115
Employee Medicare W/H
0078-2115
Employee Medicare W/H
0010-2115
Employee Medicare W/H
Page: 3
Batch ID Amount Invoice# PO # Check # Check Date
ACH041223 1,144.32 2301007 00017253 04/13/2023
ACH041223 971.50 2301007 00017253 04/13/2023
ACH041223 1,267.22 2301007 00017253 04/13/2023
ACH041223 207.93 2301007 00017253 04/13/2023
ACH041223 46.11 2301007 00017253 04/13/2023
ACH041223 123.78 2301007 00017253 04/13/2023
ACH041223 10.57 2301007 00017253 04/13/2023
ACH041223 40.22 2301007 00017253 04/13/2023
ACH041223 71.85 2301007 00017253 04/13/2023
ACH041223 179.96 2301007 00017253 04/13/2023
ACH041223 80.63 2301007 00017253 04/13/2023
ACH041223 27.33 2301007 00017253 04/13/2023
ACH041223 22.11 2301007 00017253 04/13/2023
ACH041223 11,177.25 2301007 00017253 04/13/2023
04/26/2023 :Date
12:48:53 :Time

Type Vendor Name/ID Description
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW 011 INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW OH INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
MW 011 INTERNAL REVENUE FED TAX P/E 4/1 PD 4/7
V010054
City of Placentia
Check Register
For 04/26/2023
Account/Description
0010-2120
Employer Medicare Payable
0079-2120
Employer Medicare Payable
0078-2120
Employer Medicare Payable
0054-2120
Employer Medicare Payable
0076-2120
Employer Medicare Payable
0061-2120
Employer Medicare Payable
0048-2120
Employer Medicare Payable
0024-2120
Employer Medicare Payable
0037-2120
Employer Medicare Payable
0029-2120
Employer Medicare Payable
0010-2125
Employee Social Sec W/H
0010-2130
Employer Soc Sec Payable
Batch ID Amount Invoice# PO # Check # Check Date
ACH041223 11,177.25 2301007 00017253 04/13/2023
ACH041223 27.33 2301007 00017253 04/13/2023
ACH041223 22.11 2301007 00017253 04/13/2023
ACH041223 40.22 2301007 00017253 04/13/2023
ACH041223 10.57 2301007 00017253 04/13/2023
ACH041223 80.63 2301007 00017253 04/13/2023
ACH041223 179.96 2301007 00017253 04/13/2023
ACH041223 71.85 2301007 00017253 04/13/2023
ACH041223 123.78 2301007 00017253 04/13/2023
ACH041223 46.11 2301007 00017253 04/13/2023
ACH041223 18.60 2301007 00017253 04/13/2023
ACH041223 18.60 2301007 00017253 04/13/2023
Check Total: 113,915.02
MW OH MISSION SQUARE 100091 EE/ER/EE LOANS P/E 4/1 PD 4/7 0010-2170 ACH041223 30,434.23 301387-PY007 00017254 04/13/2023 V012393 Deferred Comp Payable - ICMA
MW 011 MISSION SQUARE 100091 EE/ER/EE LOANS P/E 4/1 PD 4/7 0029-2170 V012393 Deferred Comp Payable - ICMA
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 4
ACH041223 37.87 301387-PY007 00017254 04/13/2023
04/26/2023 :Date
12:48:53 :Time

Type Vendor Name/ID
MW OH MISSION SQUARE 100091
V012393
MW OH MISSION SQUARE 100091
V012393
MW OH MISSION SQUARE 100091
V012393
MW OH MISSION SQUARE 100091
VO12393
MW OH MISSION SQUARE 100091
V012393
MW OH MISSION SQUARE 100091
V012393
MW OH MISSION SQUARE 100091
V012393

MW OH WASHINGTON STATE
V011597

MW OH AMERICAN FIDELITY
VO10011

MW OH AMERICAN FIDELITY
V010011

MW OH AMERICAN FIDELITY
User: Gabriela Calin
Description
EE/ER/EE LOANS P/E 4/1 PD 4/7
EE/ER/EE LOANS P/E 4/1 PD 4/7
EE/ER/EE LOANS P/E 4/1 PD 4/7
EE/ER/EE LOANS P/E 4/1 PD 4/7
EE/ER/EE LOANS P/E 4/1 PD 4/7
EE/ER/EE LOANS P/E 4/1 PD 4/7
401A P/E 4/1 PD 4/7
P/E 4/1 PD 4/7
FSA P/E 3/18 PD 3/24
FSA P/E 3/18 PD 3/24
FSA P/E 3/18 PD 3/24
FSA P/E 3/18 PD 3/24
FSA P/E 3/18 PD 3/24
FSA P/E 4/1 PD 4/7
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
0037-2170
Deferred Comp
0048-2170
Deferred Comp
0054-2170
Deferred Comp
0076-2170
Deferred Comp
0078-2170
Deferred Comp
0079-2170
Deferred Comp
0010-2170
Deferred Comp
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
Payable - ICMA
0010-2196
Garnishments W/H
0010-2190
Dependent Care SSA
0048-2188
Health Care SSA
0054-2188
Health Care SSA
0010-2188
Health Care SSA
0037-2188
Health Care SSA
0037-2188
Page: 5
Batch ID
ACH041223
ACH041223
ACH041223
ACH041223
ACH041223
ACH041223
ACH041223
Amount Invoice# PO #
241.36 301387-PY007
625.06 301387-PY007
125.80 301387-PY007

24.22 301387-PY007

75.00 301387-PY007

84.03 301387-PY007
7,324.47 PR2301007
Check Total: 38,972.04
ACH041223 240.00 2301007
Check Total:
240.00
ACH041923 233.33 2178134E
ACH041923 36.35 2178134E
ACH041923 8.35 2178134E
ACH041923 1,297.70 2178134E
ACH041923 10.57 2178134E
ACH041923 10.57 2178135B
Check # Check Date
00017254 04/13/2023
00017254 04/13/2023
00017254 04/13/2023
00017254 04/13/2023
00017254 04/13/2023
00017254 04/13/2023
00017254 04/13/2023
00017255 04/13/2023
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
04/26/2023 :Date
12:48:53 :Time

Type Vendor Name/ID
VO10011

MW OH AMERICAN FIDELITY
VO10011

MW OH CALIFORNIA PUBLIC
V006234

MW OH CALIFORNIA PUBLIC
V006234
Description
FSA P/E 4/1 PD 4/7
FSA P/E 4/1 PD 4/7
FSA P/E 4/1 PD 4/7
FSA P/E 4/1 PD 4/7

MAY FIRE UAL PMT

MAY FIRE UAL PMT
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
City of Placentia
Check Register
For 04/26/2023
Account/Description
Health Care SSA
0054-2188
Health Care SSA
0010-2188
Health Care SSA
0010-2190
Dependent Care SSA
0048-2188
Health Care SSA
105525-6906
Ca1PERS-Fire Term. Principal
105525-6916
Ca1PERS-Fire Term Interest
Page: 6
Batch ID
ACH041923
ACH041923
ACH041923
ACH041923
Check Total:

ACH041923
ACH041923
Check Total:

Amount Invoice#

8.35 2178135B
1,297.70 2178135B
233.33 2178135B

36.35 2178135B
3,172.60
30,453.80 MAY -23
1,210.16 MAY -23
31,663.96
Type Total: 545,099.92
Check Total: 545,099.92
PO # Check # Check Date
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
00017256 04/20/2023
00017257 04/20/2023
00017257 04/20/2023
04/26/2023 :Date
12:48:53 :Time

Placentia City Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DEPUTY CITY ADMINISTRATOR / PUBLIC SERVICES & INFRASTRUCTURE DATE: MAY 2, 2023
SUBJECT: RESOLUTION RELATING TO FISCAL YEAR 2023-24 LEVY OF ASSESSMENTS

TO THE CITY OF PLACENTIA LANDSCAPE MAINTENANCE DISTRICT NO. 92-1 AND SETTING A PUBLIC HEARING FOR JUNE 6, 2023 AT 7:00 P.M.

FISCAL
IMPACT: REVENUE: $ 450,858 (RECOUPED THROUGH ASSESSMENTS) EXPENDITURES: $ 419,200 (PROPOSED FY 2023-24 BUDGET LMD 92- 1 FUND)
SUMMARY:

Each year the City must conduct a public hearing to provide for the Levy of Assessments for the City of Placentia Landscape Maintenance District ("LMD") No. 92-1, prepare a final Engineer's Report, and provide for any annexations into the District as proposed. This action will adopt resolutions necessary to set forth a public hearing for June 6, 2023 to provide for the Fiscal Year ("FY") 2023-24 Annual Levy of Assessments for LMD No. 92-1 as well as finalize the annual Engineer's Report.

RECOMMENDATION:

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

1. Adopt Resolution R-2023-25, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2023-24 for the continuation of the annual assessments for Landscape Maintenance District No. 92-1; and

2. Adopt Resolution R-2023-26, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annual levy and collection of assessments for certain maintenance within an existing district, pursuant to the provisions of Division 15, Part 2, of the California Streets and Highways Code and setting a time and place for public hearing thereon.

1.C.

May 2, 2023

City Council Agenda
May 2, 2023

Page 2 of 3 ends

STRATEGIC PLANNING STATEMENT:

There is no specific strategic planning goal or objective associated with this agenda item.

DISCUSSION:

LMD No. 92-1 (the "District") assesses various parcels located within the District a flat amount each year to provide funding to maintain various perimeter and median landscapes, as well as other improvements (e.g., entrance signs, parkway vistas). The current maximum assessment rate per assessment unit for single family residential parcels is $154.87 per year. This rate cannot be increased without the approval of the property owners within the District.

The District was established pursuant to the provisions of the "Landscaping and Lighting Act of 1972," Division 15 of the Streets and Highway Code. The annual levy of assessments is for providing landscape maintenance of specific improvements in those areas within the Boundary Map of the District and outlined in the preliminary Engineer's Report, which is on file in the offices of the City Engineer and City Clerk. A final annual Engineer's Report will be prepared and presented to the City Council for its consideration as required by law.

The legal authority for setting the assessments in LMD No. 92-1 is set forth in the Landscape and Lighting Act of 1972 which is found in Streets and Highways Code Section 22500, et seq., and pertinent provisions of the California Government Code. The District is exempt from and not subject to the procedures and approval processes set forth in Article XIII D, Section 4 of the California Constitution enacted by Proposition 218 on November 5, 1996. That is due to the fact that Proposition 218 also enacted Article XIII D, Sections 5 and 5(b) which exempts assessment districts formed prior to November 6, 1996 and which were formed pursuant to a petition signed by those owning all the parcels subject to the assessment at the time the assessment was initially imposed, provided there is no increase in the amount assessed on a property owner in a particular category from the prior year.

In Placentia, LMD No. 92-1 was formed prior to November 6, 1996, and pursuant to a petition signed by those owning all the parcels, subject to the assessment at the time the assessment was initially imposed. In addition, there is no increase in the amount assessed on a property owner in a category of assessment unit for FY 2023-24 as compared to FY 2022-23. Therefore, the District is exempt from the procedures and approval processes of Proposition 218 for FY 2023-24.

Two (2) resolutions have been prepared for City Council consideration. The first resolution (Attachment 1) orders the preparation of an Engineer's Report to include the plans, specifications, cost estimate, and diagram of the landscape improvements. The second resolution (Attachment 2) declares the Council's intention to provide for the annual levy and collection of assessments, as well as establishes June 6, 2023 as the public hearing date.

City Council Agenda
May 2, 2023

Page 3 of 3 ends

FISCAL IMPACT:

For FY 2023-24, LMD No. 92-1 has estimated current expenditures of $419,200 and projected revenues of $450,558. This provides a balance of $31,668 allocated as an LMD reserve cushion for next fiscal year. Staff is currently evaluating various options that the City Council could consider to restructure the LMD fund to ensure the financial sustainability of the fund over the long term.

Staff will present the City Council with potential options to evaluate as part of a future study session in FY 2023-24 for consideration for FY 2023-24. Funding for the Engineer's Report has been appropriated in the adopted FY 2022-23 Budget. There is no impact to the General Fund associated with these recommended actions.

Prepared by:

El a Robi and
Senior Management Analyst
Reviewe! and approved:

Luis Estevez
Deputy City Administrator
Reviewed and approved:

Jennifer Lampman
Director of Finance
Reviewed and approved:

Damien RTArrula
City Administrator
Attachments:

1. Resolution R-2023-25, Directing Preparation of the Final Engineer's Report

2. Resolution R-2023-26, Setting a Public Hearing

3. Preliminary Engineer's Report — Placentia LMD 92-1 Fiscal Year 2023-24

RESOLUTION NO. R-2023-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, DIRECTING PREPARATION OF
THE ENGINEER'S REPORT FOR FISCAL YEAR 2023-24

FOR THE CONTINUATION OF THE ANNUAL

ASSESSMENTS FOR LANDSCAPE MAINTENANCE
DISTRICT NO. 92-1.

A. Recitals
(i). On May 5, 1992, by its Resolution No. 92-R-123, this Council ordered the formation of and levied the first assessment within the Placentia Landscape Maintenance District No. 92-1 ("District") in accordance with the provisions of Article XIII D of the California Constitution, and the Landscaping and Lighting Act of 1972 (the "Act"), Part 2 of Division 15 of the California Streets and Highways Code (commencing with Section 22500 thereof); and
(ii). The City Council of the City of Placentia, California, desires to initiate proceedings for the annual levy of assessments for said District; and (iii). The proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2023, and ending June 30, 2024; and (iv). The provisions of said Division 15, Part 2, require a written Report, consisting of the following; and

1. Plans and specifications of the area of the works of improvement to be maintained; and

2. An estimate of the costs for maintaining the improvements for the above - referenced fiscal year; and

3. A diagram of the area proposed to be assessed; and

4. An assessment of the estimated costs for maintenance work for said fiscal year.

B. Resolution

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

1. The Recitals set forth in Part A., above, are true and correct.

Resolution R-2023-25 ATTACHMENT 1

Page 1 of 3 ends

2. The purpose of the District is for the installation, maintenance, and servicing of landscape improvements, as described in Section 3 below.

3. Within the landscape maintenance district, the existing and proposed improvements to be undertaken by the City are generally described as the installation, maintenance, and servicing of public facilities, including but not limited to, landscaping, sprinkler systems, park facilities, play fields, landscape corridors, publicly owned trees, street frontages, playground equipment and hard -court areas, as applicable, for property owned and maintained by the City. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of said improvements, including repair, removal, or replacement of all or part of any improvement; providing for the life, growth, health and beauty of landscaping; and cleaning, sandblasting and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of electric current or energy for the operation or lighting of any improvements, and water for irrigation of any landscaping or the maintenance of any other improvements.

4. SCI Consulting Group is hereby designated as Engineer of Work for purposes of these proceedings and is hereby ordered to prepare an Engineer's Report in accordance with Article 4 of Chapter 1 of the Act and Article XIII D of the California Constitution. Upon completion, the Engineer shall file the Engineer's Report with the City Clerk for submission to the Council.

APPROVED and ADOPTED this 2nd day of May 2023.

Ward L. Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2023-25 ATTACHMENT 1

Page 2 of 3 ends

STATE OF CALIFORNIA

COUNTY OF ORANGE
1, 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 2nd day of May 2023 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-2023-25 ATTACHMENT 1

Page 3 of 3 ends

RESOLUTION NO. R-2023-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, DECLARING ITS INTENTION

TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION

OF ASSESSMENTS FOR CERTAIN MAINTENANCE

WITHIN AN EXISTING DISTRICT, PURSUANT TO THE
PROVISIONS OF DIVISION 15, PART 2, OF THE

CALIFORNIA STREETS AND HIGHWAYS CODE AND

SETTING THE TIME AND PLACE FOR A PUBLIC
HEARING THEREON.

A. Recitals
(i). The City Council of the City of Placentia, in 1992, formed a landscape maintenance district pursuant to the terms and provisions of the Landscaping and Lighting Act of 1972 ("Act"), Division 15, Part 2, of the California Streets and Highways Code, in what is known and designated as:

CITY OF PLACENTIA
LANDSCAPE MAINTENANCE DISTRICT NO. 92-1
(Hereinafter the "District.")
(ii). Proposition 218 adopted November 5, 1996 added Articles XIII C and XIII D to the California Constitution providing, at Article XIII D, § 5, that new assessment districts formed after November 6, 1996 and assessment increases in existing assessment districts be subject to specified procedures and approval processes set forth in Article XIII D, § 4; and
(iii). California Constitution Article XIII D, §§ 5 and 5 (b), provides that any assessment imposed in an assessment district formed prior to November 6, 1996 pursuant to a petition signed by those owning all of the parcels subject to the assessment at the time such district was formed and the assessment initially imposed, provided there is no increase in the amount assessed on an owner in a particular category of assessment unit, shall be exempt from the procedures and approval process set forth in Article XIII D, § 4; and
(iv). The District was formed prior to November 6, 1996 pursuant to a petition signed by those owning all of the parcels subject to the assessment at the time the assessment was initially imposed; and
(v). There is no increase in the amount proposed to be assessed on any parcel within the District in any category of assessment unit, for the period from Fiscal Year 2022-23 to Fiscal Year 2023-24, thereby rendering the District exempt from the procedures and approval process set forth in Article XIII D, § 4; and Resolution R-2023-26 ATTACHMENT 2

Page 1 of 4 ends

(vi). The City Council desires, pursuant to the provisions of the Act to provide for the annual levy of assessments for the 2023-24 Fiscal Year, to provide for the costs and expenses reasonably necessary for the maintenance of improvements within said District; and
(vii). The assessment engineer has presented a report ("Report"), as required by law, setting forth the reasonably necessary maintenance for Fiscal Year 2023-24 and setting forth the recommended levy, therefore.

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. The Report has been made, filed with the City Clerk, and duly considered by the City Council and is hereby deemed sufficient and preliminarily approved. The Report shall stand as the Engineer's Report for all subsequent proceedings under and pursuant to the foregoing resolution.

3. The public interest and convenience require the annual levy and collection of special assessments for the continual maintenance of improvements, to serve and benefit said District as set forth in the Report of the Engineer, incorporated herein as a part hereof.

4. The Report, setting forth the reasonably necessary maintenance for Fiscal Year 2023-24 and setting forth the recommended levy, therefore, hereby is received and is directed to be filed in the Office of the City Clerk.

5. The public interest and convenience require, and it is the intention of this City Council to order, reasonably necessary maintenance for Fiscal Year 2023-24, and further it is determined to be in the public interest and convenience to levy and collect annual assessments to pay the costs and expenses of said maintenance and improvements as estimated in said "Report."

6. The assessments levied and collected shall be for the maintenance of certain landscape improvements, maintenance, and servicing as set forth in the Engineer's Report, referenced and so incorporated herein.

7. NOTICE IS HEREBY GIVEN THAT ON TUESDAY, JUNE 6, 2023, AT 7:00 P.M. OR AS SOON THEREAFTER AS THE MATTER MAY BE HEARD, IN THE COUNCIL CHAMBERS LOCATED AT 401 E. CHAPMAN AVENUE, PLACENTIA, THE

CITY COUNCIL SHALL CONDUCT A PUBLIC HEARING TO RECEIVE PROTESTS OR

OBJECTIONS, IF ANY THERE BE, REGARDING THE LEVEL OF MAINTENANCE AND Resolution R-2023-26 ATTACHMENT 2

Page 2 of 4 ends

THE LEVY OF ASSESSMENTS WITHIN AND UPON ALL PROPERTY WITHIN LANDSCAPE MAINTENANCE DISTRICT NO. 92-1. ANY PERSON WHO WISHES TO

OBJECT TO THE PROCEEDINGS FOR THE ANNUAL LEVY SHOULD FILE A

WRITTEN PROTEST WITH THE CITY CLERK PRIOR TO THE TIME SET AND SCHEDULED FOR SAID PUBLIC HEARING.

8. The City Council hereby directs the City Clerk to give notice of a public hearing, pursuant to California Government Code § 6061, in a newspaper of general circulation within the City.

9. The City Clerk is further directed to cause a copy of this Resolution to be posted upon the official bulletin board customarily used for the posting of notices and to mail, by first class mail, a copy of the notice to those interested parties who have filed written requests.

10. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed:

Elsa Robinson
Public Works Department
City of Placentia
401 East Chapman Avenue
Placentia, California
APPROVED and ADOPTED this 2nd day of May 2023.

Ward L. Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2023-26 ATTACHMENT 2

Page 3 of 4 ends

STATE OF CALIFORNIA

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

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

Christian L. Bettenhausen, City Attorney
Resolution R-2023-26 ATTACHMENT 2

Page 4 of 4 ends

ENGINEER'S REPORT
City of Placentia
Landscape Maintenance District No. 92-1
Fiscal Year 2023-24
April 2023
Pursuant to the Landscaping and Lighting Act of
1972, Government Code and Article XIIID of the
California Constitution
Engineer of Work:

SCIConsultingGroup
Public Finance Consulting Services
4745 Mangels Boulevard
Fairfield, California 94534
707.430.4300
www.sci-cg.com

(This Page Intentionally Left Blank)

Page i
City of Placentia
City Council
Ward L. Smith, Mayor, District 5
Jeremy B. Yamaguchi, Mayor Pro Tem, District 3
Rhonda Shader, Councilmember, District 1
Kevin Kirwin, Councilmember, District 2
Chad P. Wanke, Councilmember, District 4
City Administrator
Damien Arrula
Deputy City Administrator
Luis Estevez
City Attorney
Christian L. Bettenhausen
Engineer of Work
SCI Consulting Group
Lead Assessment Engineer, John W. Bliss, P.E.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

(This Page Intentionally Left Blank)
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup
Page ii

Page iii
Table of Contents
Introduction 5
Overview 5
Engineer's Report and Continuation of Assessments 5
Legislative Analysis 6
Plans & Specifications 10
Fiscal Year 2023-24 Estimate of Cost and Budget 15
Budget for Fiscal Year 2023-24 15
Method of Assessment Apportionment 17
Method of Apportionment 17
Discussion of Benefit 17
Special Benefit 19
General Versus Special Benefit 21
Benefit Finding 22
Method of Apportionment 29
Annual Assessment Calculation 31
Duration of Assessment 32
Appeals of Assessments Levied to Property 33
Assessment Funds Must Be Expended Within the District Area 33 Assessment 34
Assessment Diagram 36
Assessment Roll 38
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page iv
List of Tables
Table 1— FY 2023-24 Estimate of Costs 15
Table 2 — ASSESSMENT CALCULATION 32
Table 3 — FY 2023-24 Summary Cost Estimate 34
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Overview
The City of Placentia (the "City") services and maintains perimeter and median landscaping, and other improvements ("Improvements") to various parts of the City. In order to fund the maintenance and operation (the "Services") of these projects and improvements, the City has formed Landscape Maintenance District No. 92-1, ("District").

This Engineer's Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the 2023-24 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the "Article").

Engineer's Report and Continuation of Assessments
The assessment has been continued for over 20 years. In each subsequent year for which the assessments will be continued, the Placentia City Council (the "Council") must direct the preparation of an Engineer's Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer's Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer's Report (the "Report") was prepared pursuant to the direction of the City Council.

As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District.

If the Council approves this Engineer's Report and the continuation of the Assessments by resolution, a notice of public hearing must be published in a local newspaper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer's Report and establishing the date for a public hearing is typically used for this notice.

City of Placentia
Landscape Maintenance District No. 92-1
ConsultingGroup
Revised Engineer's Report, Fiscal Year 2023-24

Page 6 ends

Following the minimum 10 -day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the Assessments. This hearing is currently scheduled for June 6, 2023. At this hearing, the Council will consider approval of a resolution confirming the continuation of the Assessments for fiscal year 2023-24. If so confirmed and approved, the Assessments would be submitted to the Orange County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2023-24.

Beginning in 2014, SCI Consulting Group became the Assessment Engineer for the District.

To maintain an accurate reference and legally defensible record of the District, pertinent language used in previous engineer's reports has been retained herein and is cited in italics as appropriate.

Silicon Valley Taxpayers Association, Inc. v Santa Clara County Open Space Authority (2008) 44 Cal. 4th 431
In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority ("SVTA"). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that:
■ Benefit assessments are for special, not general, benefit ■ The services and/or improvements funded by assessments must be clearly defined
■ Special benefits are directly received by and provide a direct advantage to property in the Improvement District
■ The assessment paid by property should be proportional to the special benefits it receives from the Improvements
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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This Engineer's Report and the process used to establish the continuation of the assessments for fiscal year 2023-24 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors:

The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required and the assessment revenue derived from real property in the District is expended only on the Improvements in the District.

The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment.

The Improvements provide landscaping and other services to the residents of such assessed property. The proximity of the Improvements to the assessed parcels provides a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision.

Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values.

The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because:

The specific landscaping Improvements and maintenance and utility costs thereof in the District are specified in this Report; and
Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi -family residential parcels, commercial parcels, industrial parcels, etc.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Dahms v. Downtown Pomona Property (2009) 174 Cal. App. 4th 708 In Dahms v. Downtown Pomona Property ("Dahms") the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties.

Bonander v. Town of Tiburon (2009) 180 Cal. App. 4th 103 Bonander v. Town of Tiburon ("Bonander"), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub -areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits.

Beutz v. County of Riverside (2010) 184 Cal. App. 4th 1516 Steven Beutz v. County of Riverside ("Beutz") the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits.

Golden Hill Neighborhood Association v. City of San Diego (2011) 199 Cal.

App. 4th 416
On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Compliance with Current Law
This Engineer's Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property.

This Engineer's Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer's Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Plans & Specifications
The City maintains landscaping and other improvements in locations within the District's boundaries. The work and improvements to be undertaken by the Landscape Maintenance District No. 92-1 and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972, (the "Act") the work and improvements are generally described as follows:

Entrance Signs
The entrance signs with landscape improvements to be maintained are to be located at the following locations within the District:
■ Central Avenue at Chapman Avenue (n/e corner)
■ Central Avenue at Gordon Drive
■ Central Avenue at Buck Place
■ Buena Vista Street at Dressel Drive
■ Buena Vista Street at Petry Drive
■ Alta Vista Street at Chang Drive
■ Alta Vista Street at Swail Drive
■ Alta Vista Street at Tebay Drive
Islands
The landscaped islands to be maintained by the District are located as follows:
■ Kraemer Blvd. from Alta Vista Street to n/o City Hall ■ Connecticut Way e/o Kraemer Blvd
■ Rose Drive from Alta Vista Street to Buena Vista Street Parkway Vistas
The landscaped parkway vistas to be maintained by the District are located as follows:
■ Kraemer Blvd. e/s (n/o City Hall to Connecticut Way)
■ Kraemer Blvd. e/s (Connecticut Way to Alta Vista St.) City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGro p

■ Alta Vista Street n/s (from 900' w/o to 800' e/o Dunnavant Dr.) ■ Alta Vista Street n/s (Rose Dr. to Jefferson St.)
■ Alta Vista Street n/s (Jefferson St. to Van Buren St.) ■ Alta Vista Street s/s (Kraemer Blvd. to All America Way) ■ Alta Vista Street s/s (Central Ave. to Dunnavant Dr.) ■ Alta Vista Street s/s (Dunnavant Dr. to Rose Dr.)
■ Alta Vista Street s/s (Rose Dr. to Jefferson St.)
■ Alta Vista Street s/s (Jefferson St. to Van Buren St.) ■ Rose Drive w/s (Alta Vista St. to 500'+ n/o Orangethorpe Ave.) ■ Rose Drive e/s (Alta Vista St. to north boundary of Shopping Center) ■ Rose Drive e/s (Alta Vista St. to 200' s/o Castner Dr.) Unocal/Fieldstone Oil Well Lots — Right -of -Way Screen Planting The landscaped screen planting areas to be maintained by the District are located as follows:
■ Dressel Drive / Howard Place
■ Mykannen Circle / Cisneros Lane
■ Tidland Circle
■ Nevin Lane / Tucker Place
■ Nevin Lane / Evans Lane
■ Gerhold Lane
■ Hill Street / Granger Drive
■ Larson Lane / Evans Lane
Street Right -of -Way Landscaping
The street landscaping to be maintained by the District is located as follows:
■ Jefferson Street e/s (Alta Vista St. to Garten Dr.)
■ Buena Vista s/s (320'± w/o Petry Dr. to 500'± e/o Dressel Dr.) ■ Van Buren Street w/s (750' n/o Alta Vista St. to Orchard Dr.) ■ Chang Drive (Alta Vista St. to Evans Ln.)
■ Dressel Drive (Buena Vista St. to Munoz PI.)
■ Central Avenue (Alta Vista St. to Chapman Ave.)
■ Chapman Avenue (Central Ave. to 1130'± east)
■ Chapman Avenue (Mission Way to All America Way)
■ All America Way w/s (City Hall to Alta Vista St.)
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■ All America Way e/s (Chapman Ave. 100'± s/o Dartmouth Dr.) ■ Van Buren Street e/s (Richfield Channel to 200' s/o Alta Vista St.) ■ Dunnavant Drive (Alta Vista to 1300'± south) (does not include Lot "F", Tract 15139)
■ Other minor areas that front non-contiguous assessed parcels Easements — Public Storm Drain and Sewer
Landscaped easements to be maintained by the District are located as follows:
■ At various locations within TM 14161 (Fieldstone and Van Daele Tracts and TM 15699 Placentia Development Company)
■ Does not include Lot "F," Tract 15139
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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Placentia Champions Sports Complex
Maintenance and service may include (but is not limited to) the followings:
■ Payments for electrical energy and water usage
■ Repair, replacement or enhancement of community building, parking lots, fencing, signage, lighting and fixed recreational structures such as playgrounds, play fields, courts, walkways, dugouts, bleachers, scoreboards, restrooms, drinking fountains, picnic tables and shelters, and ancillary items such as storage and utility structures
■ Irrigation, cultivation, pest control and replacement of plant material, trees, shrubs, ground cover, turf, supplies
■ Personnel, utility and equipment costs
■ Contract services where applicable
Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, sidewalks, parking lots, drainage systems, lighting, fencing, entry monuments, basketball courts, tennis courts, other recreational facilities, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, at each of the locations owned, operated or maintained by the District.

As applied herein, "Installation" means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage, lights, playground equipment, play courts, playing fields, recreational facilities and public restrooms. "Maintenance" means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of any improvement, including repair, removal or replacement of all or any part of any improvement; providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; the removal of trimmings, rubbish, debris, and other solid waste, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
1 For Fiscal Year 2023-24, none of the expenditures shown in Table 1 are for the Placentia Champions Sports Complex. See Note "A" under Table 1 for more details.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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"Servicing" means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements.

Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526).

Modifications to the District structure could include, but are not limited to, 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, or proposed new or increased assessments.

The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Fiscal Year 2023-24 Estimate of Cost and Budget
Budget for Fiscal Year 2023-24
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 2023-24 for the maintenance and servicing of the Improvements is provided below.

Table 1— FY 2023-24 Estimate of Costs
Expenditure Item Amount
Salaries & Benefits $ 91,800
Legal Services 0
Engineering Services 10,500
Special Studies 0
Other Professional Services 900
Landscaping 73,000
Repa i r / Ma i ntena nce Servi ces 15,000
Construction Services 0
Telephone 7,000
Advertising 1,000
City Ad mi ni strati ve Servi ces 0
Electricity 20,000
Water 200,000
Estimated ExpendituresA $ 419,200
Revenue Item Amount
Direct Benefit Assessments $ 456,289
General Fund Contribution
Amount from (to) Dedicated Reserves (37,089)
Estimated Revenues $ 419,200
Budget Allocation to Parcels Amount
Total Assessment BudgetB $ 456,289
Total Assessment Units (AUs) 2,946.270
Assessment per Assessment Unit (AU)c $ 154.87
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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Notes to Estimate of Costs:

A. The total estimated expenses for this Fiscal Year do not include the following maintenance and operating costs for the Placentia Sports Champion Complex: $53,454 for landscape and general maintenance plus $14,005 for restroom janitorial services. These costs, totaling $67,459 (or approximately 15% of the total assessment district's annual expenses) are covered by the City's General Fund.

B. 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 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.

C. 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.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Method of Apportionment
This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the 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 upon the relative 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 Assessment is apportioned to lots and parcels in proportion to the relative special benefit from the Improvements. 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.

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. 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 value of the special benefits must exceed the cost of the assessment:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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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. Proximity to Improved Landscaped Areas and Other Public Improvements within the District.

B. Access to Improved landscaped areas and Other Public Improvements within the District.

C. Improved Views within the District.

D. Extension of a property's outdoor areas and green spaces for properties within close proximity to the Improvements.

E. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created.

In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas:
■ Proximity
■ Expanded or improved access
■ Views
The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment:

The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district's property values).

Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provided and that other property in general and the public do not share or receive are 100% special benefit. The assessment -funded services upheld by Dahms included streetscape maintenance and security services.

Special Benefit
The special benefits from the Improvements are further detailed below:

Proximity to Improved Landscaped Areas within the District Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and valuable proximity and access to the Improvements that the public at large and property outside the District do not share.

In absence of the Assessments, the Improvements would not be provided and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District.

Access to Improved Landscaped Areas within the District Since the parcels in the District are nearly the only parcels that enjoy close access to the Improvements, they directly benefit from the unique close access to improved landscaping areas and other public improvements that are provided by the Assessments.

This is a direct advantage and special benefit to property in the District.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Improved Views within the Assessment Districts
The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District.

Extension of a Property's Outdoor Areas and Green Spaces for Properties within Close Proximity to the Improvements
In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely proximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements.

Creation of Individual Lots for Residential and Commercial Use that, in Absence of the Assessments, Would Not Have Been Created 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.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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General Versus Special Benefit
Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to "separate the general benefits from the special benefits conferred on a parcel." The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section.

In other words:

Total _ General Special
Benefit — Benefit + Benefit
There is no widely -accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not "particular and distinct" and are not "over and above" benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide "an indirect, derivative advantage" and are not necessarily proximate to the improvements.

In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment.

The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements "over and above" this general, baseline level and the general benefits estimated in this section are over and above the baseline.

A formula to estimate the general benefit is listed below:

General
Benefit
Benefit to Real
Property Outside
the Assessment
District
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
Benefit to Real
Property Inside the Benefit to
+ Assessment District + the Public
that is Indirect and at Large
Derivative
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Special benefit, on the other hand, is defined in the state constitution as "a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large." The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it "receives a direct advantage from the improvement (e.g., proximity to a park)." In these Assessments, as noted, properties in the District have close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special, and is only minimally received by property outside the Districts or the public at large.

Benefit Finding
The District contains the Placentia Champions Sports Complex, which is distinct from other landscape improvements in the District. Due to significantly different characteristics between the two types of improvements, benefits will be discussed and calculated separately under the categories of "Park Improvements" and "Landscaping Improvements."
Park Improvements - Quantification of General Benefit
In this section, the general benefit from park Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment.

This Park section is focused on the Placentia Champions Sports Complex. Other District Improvements are discussed below in "Landscaping Improvements - Quantification of General Benefit."
Benefit to Property Outside the Assessment Districts
For the purposes of calculating benefit to properties outside the District, the Park will be considered as a neighborhood park insomuch as it provides amenities for nearby properties. While it functions as a community (or even regional) facility for organized sports such as baseball and soccer, the general benefit derived from those activities will be discussed under the "Benefit to the General Public" below.

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Revised Engineer's Report, Fiscal Year 2023-24
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Properties within the District receive much of the special benefits from the park Improvements because properties in the District enjoy unique close proximity and access to the park Improvements that is not necessarily enjoyed by other properties or the public at large. However, certain properties within the proximity/access radius of the park Improvements, but outside of the boundaries of the District, may receive some benefit from the park Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments.

Since the properties outside the District but within the effective proximity radii are not assessed for their benefits because they are outside of the area that can be assessed by the District, this is a form of general benefit to other property. A 50% reduction factor is applied to these properties because they are all on only one side of the Improvements and properties in the District enjoy the advantage of over twice the average proximity to the park Improvements. The general benefit to property outside of the District is calculated as follows with the parcel and data analysis performed by SCI Consulting Group.

ASSUMPTIONS:
■ 651 parcels outside the District but within 0.5
miles of the Park
■ 2,212 parcels in the District
■ 50% relative benefit compared to property
within the District
CALCULATION:

General Benefit to property outside the District =
651/(651+2,212)*0.5 = 11.37%
Benefit to Property Inside the Assessment Districts that is Indirect and Derivative
The "indirect and derivative" benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the Improvements are clearly "over and above" and "particular and distinct" when compared with the baseline level of service and the unique proximity, access and views of the Improvements enjoyed by benefiting properties in the District.

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Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
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Nevertheless, the SVTA vs. SCCOSA decision indicates there may be general benefit "conferred on real property located in the district" A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. Approximately 2.91% of the land area in the District is used for such regional purposes, so this is a measure of the general benefits to property within the District.

Benefit To The Public At Large
The general benefit to the public at large can be estimated by the proportionate amount of time that the District's parks facilities are used and enjoyed by individuals who are not residents, employees, customers or property owners in the District. In this District, there is only one park facility: Placentia Champions Sports Complex ("Complex"). The Complex serves the needs of many people in two primary ways: as a neighborhood park serving nearby residents for shorter and more frequent visits; and as a community or regional park serving people from all over Placentia and the surrounding areas as a destination for organized sports such as soccer and baseball league play. The general benefit of the former was discussed above; the general benefit of the latter is discussed here.

When the Complex functions as a community or regional park, it becomes a destination for longer and less frequent visits (for example, scheduled league play). Of the five ways benefits are conferred (proximity, access, views, extension of a property's green space, and creation of lots), the community or regional function confers benefits only in the "access" and "extension of a property's green space" categories (proximity does not apply as these trips are from outside the District; people do not come for the views; and the facility was not tied to the creation of faraway lots). Therefore the general benefit is no more than 40%. That figure, however, is reduced by the percentage that the community or regional park benefits property owners within the district (special benefit). The City estimates that approximately 71% of participants in these organized sports are from the City of Placentia. However, only 15.11% of Placentia parcels lie inside the district, so it is estimated that (15% of 71% =) 10.73% of the users are from within the District.

Conversely, 89.27% are from outside the District. Therefore (40% x 89.27% =) 35.71% of the benefits from the Parks Improvements are general benefits to the public at large City of Placentia
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Revised Engineer's Report, Fiscal Year 2023-24
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Total Park Improvements General Benefits
Using a sum of these three measures of general benefit, we find that approximately

49.98% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment.

PARKS GENERAL BENEFIT CALCULATION

11.37% (Outside the District)
+ 2.91% (Property within the District)
+ 35.71% (Public at Large)
= 49.99% (Total General Benefit)
Landscaping and Other Improvements - Quantification of General Benefit In this section, the general benefit from landscaping and other types of Improvements (other than park Improvements) is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment.

Benefit to Property Outside the Assessment Districts
Properties within the District receive almost all of the special benefits from the other Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large.

However, certain properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 26 ends

Since the properties outside the District but with frontage abutting the Improvements cannot be assessed by the District, this is a form of general benefit to other property. The primary way that parcels outside the district benefit by the Improvements is from views.

Therefore, parcels that abut the landscape areas and are not separated from the Improvements by a privacy fence are counted for this general benefit. The general benefit to property outside of the District is calculated as follows.

ASSUMPTIONS:
■ 22 parcels outside the District
■ 2,212 parcels in the District
CALCULATION:

General Benefit to property outside the District
22/(22+2,212) = 0.99%
Benefit to Property Inside the Assessment Districts that is Indirect and Derivative
The "indirect and derivative" benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly "over and above" and "particular and distinct" when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 27 ends

Benefit To The Public At Large
The general benefit to the public at large can be estimated by the proportionate amount of time that the District's other Improvements including landscaping are used and enjoyed by individuals who are not residents, employees, customers or property owners in the District. It should be noted that these other Improvements do not attract the public at large in the same way as park improvements — and they confer far less benefit to the public at large than do similar park improvements. In essence, the public does not visit an area to enjoy setback landscaping in the same way as they may visit a park.

One way to measure the special benefit to the general public is by the car trips through an area with Improvements. Of the five ways benefits are conferred (proximity, access, views, extension of a property's green space, and creation of lots), the only benefit that is conferred by way of pass -by car trips is views, which accounts for 10% of the total benefits, since views are less critically important and are enjoyed much less often to the average non-resident driver than to a resident.

Next, the views factors are weighted by the relevant number of car trips. Using the lane miles as representative of pass -by traffic, an analysis shows that 90% of the lane miles are on arterial or collector streets where the general public has views of the landscaping.

Therefore (90% of 10% =) 9.0% of the benefits from the other Improvements are general benefits to the public at large.

Total Other Improvements General Benefits
Using a sum of these three measures of general benefit, we find that approximately

12.89% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment.

LANDSCAPING GENERAL BENEFIT CALCULATION

0.99% (Outside the District)
+ 2.91% (Property within the District)
+ 9.00% (Public at Large)

12.90% (Total General Benefit)
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 28 ends

TOTAL COMBINED GENERAL BENEFITS
The total general benefit for Parks is 49.98% and for Landscaping and other Improvements is 12.89%. However, none of the District budget is for Parks — all of the budget is currently allocated for Landscaping and other Improvements. Therefore, using those proportions to calculate a weighted average of the general benefits for each type of Improvement, the resulting total combined general benefit is (0 x 49.98%) + (1.00 x 12.90%) = 12.90%.

Although this analysis finds that 12.90% of the assessment may provide general benefits from the Improvements, the Assessment Engineer establishes a requirement for a minimum contribution from sources other than the assessments of 13%. This minimum contribution above the measure of general benefits will serve to provide additional coverage for any other general benefits.

Final Step — Calculate the Current General Benefit Contribution from the City
This general benefit cannot be funded from the Assessments; it must be funded from other sources such as the City's General Fund or other non -District funds. These contributions can also be in the form of in -lieu contributions to the installation and maintenance of the Improvements such as other City assets that support and protect the Improvements. The City of Placentia will contribute both monetary and in -lieu resources to ensure that the general benefits conferred by the proposed Improvements are not funded by the District's Assessments.

A summary and quantification of these other contributions from the City is discussed below:

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 towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 5%.

The City 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 towards general benefit from the maintenance, and operation of the local storm drainage system is conservatively estimated to be 5%.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 29 ends

The City 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 towards general benefit from the maintenance of local public streets is conservatively estimated to be 5%.

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%.

The total General Benefit is liberally quantified at 13% which is entirely offset by the conservatively quantified total non -assessment contribution towards general benefit described above of 25%. Therefore, no additional General Benefit must be funded by the City.

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:

It has been determined that the improvements provide a specific and special benefit to all assessed parcels of land in the development area. Landscaping and irrigation of street rights-of-way, entryways, islands, sewer and storm drain easements, areas surrounding existing oil wells and the parkway vistas aesthetically enhances the development areas. The landscaped pedestrian corridor along Alta Vista Street also provides pedestrian access throughout the development area. The aesthetic enhancement and use of the parkway vistas increases the desirability of the properties located within the boundaries of the District mainly because of the property's close proximity and accessibility to the improvements. Therefore, maintenance of these public improvements renders a special and direct benefit to the parcels located throughout the District and the levy of a special assessment for the maintenance of the improvements is deemed appropriate.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 30 ends

The method of apportionment (Method of Assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape improvements within the District, and the assessment obligation for each parcel reflects that parcel's proportional special benefits as compared to other properties that receive special benefits.

The assessment method used in spreading the annual landscape maintenance costs is based on an assessment unit (AU) factor as follows:

Each Single Family Detached Residential Unit is considered to be one AU and is assessed the cost attributable to one AU.

Multi -Family Residential Units are assessed 0.70 or 70% of an AU since they have a higher density than Single Family Detached Units (number of dwelling units/acres). The decrease in assessment is a direct result of the reduced amount of assessable acreage per Multi -Family Unit and the reduction in occupancy per unit.

In converting Developed Commercial, Industrial, Institutional and Other Non - Residential properties to AUs, the factor used is based on the City of Placentia average single-family residential density of ten dwelling units per acre. Therefore, the parcels in this Class will be assessed 10 AU per acre or any portion thereof.

These properties benefit from the maintenance of improvements because of the enhanced desirability resulting from well -kept landscape areas. Improved aesthetic appeal also increases the draw of businesses to purchase or lease property and the increased opportunity to draw clientele.

Assessable Undeveloped Acreage also benefits from the maintenance and service of the landscape improvements. This benefit comes in the form of enhanced desirability due to the improved aesthetics of the area resulting from improvements. The enhanced aesthetics increases the desirability of the property to future homeowners and future commercial property owners or lessors.

However, because the property is vacant, less use will be made of the improvements. It is reasonable to derive that vacant property, when compared to developed property, receives about half of the benefit of developed properties, therefore the Single Family Residence acreage equivalent used for developed non- residential properties of 10 AU per acres is reduced to 5 AU per acre for undeveloped Iand.2
2 From the 2013-14 Engineer's Annual Levy Report, City of Placentia, Landscape Maintenance District No. 92-1, dated June 4, 2013
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

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Further clarification on the four benefit classes is provided below:

Class 1 - Single family detached residential, including condominium form of ownership of single-family detached dwellings.

Class 11 - Developed commercial, industrial, and institutional where a map or a building permit for construction has been issued as of March 15 of the prior Fiscal Year.

Class 111 — Multi family residential and attached residential, approved project where a map has been recorded or a building permit for construction of dwelling units has been issued as of March 15 of the prior Fiscal Year.

Class IV — Undeveloped and all other properties that are not in Class 1, 11, or 111 regardless if they have been approved for future development or are in the process of securing development approval as of June 15 of the prior Fiscal Year.' Annual Assessment Calculation
For fiscal year 2023-24 the amount of Assessments for the District is not increased from prior years. The Calculations for maintenance, service and incidentals follows:
3 From the 2013-14 Engineer's Annual Levy Report, City of Placentia, Landscape Maintenance District No. 92-1, dated June 4, 2013
City of Placentia
Landscape Maintenance District No. 92-1
ConsultingGroup
Revised Engineer's Report, Fiscal Year 2023-24

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Table 2— ASSESSMENT CALCULATION
Class
Description
Quantity
AU Ratio
Factor
Assessment
Units
I I
III
IV
Single Family
Comm, Indust
Multi -Family
Undeveloped
TOTAL Assessment Units
2,169 parcels

27.927 acres
648 units

8.88 acres

1.00 10.00

0.70 5.00
2,169.000 AU
= 279.270 AU
= 453.600 AU

44.400 AU
2,946.270 AU
Proposed Assessment Rate
$456,288.83 / 2,946.270 AU =
$154.87 /AU
Class Assessments
Class I Single Family Each parcel is assessed at one assessment unit:
$ 154.87 x 1.00 = $ 154.87 /Parcel
Class II Comm, Indust Each Acre is assesed at 10 assessment units:
$ 154.87 x 10.00 = $ 1,548.70 / Acre
Class III Multi -Family Each Unit is assessed at 0.70 assessment units:
$ 154.87 x 0.70 = $ 108.41 /Unit
Class IV Undeveloped Each Acre is assesed at 5 assessment units:
$ 154.87 x 5.00
$ 774.35 /Acre
Duration of Assessment
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 District. 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
Landscape Maintenance District No. 92-1
ConsultingGroup
Revised Engineer's Report, Fiscal Year 2023-24

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Appeals of Assessments Levied to Property
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 City Administrator or his or her designee. Any such appeal is limited to correction of an Assessment during the then -current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Administrator or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Administrator or his or her 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 Administrator 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 Administrator or his or her designee shall be referred to the Placentia City Council, and the decision of the City Council shall be final.

Assessment Funds Must Be Expended Within the District Area The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 34 ends

Assessment
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 said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2023-24 is generally as follows:

Table 3 — FY 2023-24 Summary Cost Estimate
Salaries & Benefits $ 91,800
Operating Expenses 315,900
Capital Expenses 0
Administration and Project Management 11,500
Total for Services $ 419,200
Less General Fund Contribution 0
Less Other Revenue 0
Amount to (from) Dedicated Reserves 37,089
Net Amount to Assessments $ 456,289
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.

City of Placentia
Landscape Maintenance District No. 92-1
ConsultingGroup
Revised Engineer's Report, Fiscal Year 2023-24

Page 35 ends

The Assessment is 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 2023-24. For a more particular description of the 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 will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2023-24 for each parcel or lot of land within the District.

Dated: April 26, 2023
Engineer of Work
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
By
U/.

John W. Bliss, License
No. C052091
ConsultingGroup

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Assessment Diagram
The District boundary is conterminous with the City Limits. The parcels to be assessed in Landscape Maintenance District No. 92-1 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 2023-24, and are incorporated herein by reference, and made a part of this Diagram and this Report.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 37 ends

LEGEND
=PLACENTIA CITY LIMIT & LMD No. 92-1 BOUNDARY

ASSESSED PARCELS
Champions Sports Park

11.E FILL
.111.��l 11
q91.111--'Ir-Mod

PREPARED BY SCI CONSULTING GROUP
4745 MANGELS BLVD
FAIRFIELD CA 94534
(707)430-4300
CITY OF PLACENTIA LANDSCAPING MAINTENANCE DISTRICT No. 92-1

ASSESSMENT DIAGRAM
City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
ConsultingGroup

Page 38 ends

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.

City of Placentia
Landscape Maintenance District No. 92-1
Revised Engineer's Report, Fiscal Year 2023-24
AConsultingGroup

TO:

VIA:

FROM:

DATE:

Placentia City Council

AGENDA REPORT

CITY COUNCIL

CITY ADMINISTRATOR

DEPUTY CITY ADMINISTRATOR /PUBLIC SERVICES AND INFRASTRUCTURE MAY 2, 2023
SUBJECT: RESOLUTION RELATING TO FISCAL YEAR 2023-24 LEVY OF ASSESSMENTS TO THE CITY OF PLACENTIA STREET LIGHTING DISTRICT NO. 81-1 AND SETTING A PUBLIC HEARING FOR JUNE 6, 2023 AT 7:00 P.M.

FISCAL
IMPACT: REVENUE: $135,286 (SLD -81-1 ASSESSMENTS)
$ 36,214 (TRANSFER IN FROM GENERAL FUND)
EXPENDITURES: $171,500 (PROPOSED FY 23-24 BUDGET SLD 81-1 FUND)
SUMMARY:

Each year the City must conduct a public hearing to provide for the Levy of Assessments for the City of Placentia Street Lighting District ("SLD") No. 81-1 (the "District"), prepare a final Engineer's Report, and provide for any annexations into the District as proposed. This action will adopt resolutions necessary to set forth a public hearing for June 6, 2023, to provide for the Fiscal Year ("FY") 2023-24 Annual Levy of Assessments for SLD No. 81-1 as well as finalize the annual Engineer's Report.

RECOMMENDATION:

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

1. Adopt Resolution R-2023-27, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2023-24 for the continuation of the annual assessments for Street Lighting District No. 81-1; and

2. Adopt Resolution R-2023-28, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for an annual levy and collection of assessments for certain maintenance within an existing district, pursuant to the provisions of Division 15, Part 2, of the California Streets and Highways Code and setting a time and place for public hearing thereon.

1.d.

May 2, 2023

City Council Agenda
May 2, 2023
Page2of3
STRATEGIC PLANNING STATEMENT:

There is no specific strategic planning goal or objective associated with this agenda item.

DISCUSSION:

The City Council adopted Resolution No. 81-R-133 on June 2, 1981, establishing SLD No. 81-1 pursuant to provisions of the Landscaping and Lighting Act of 1972, Division 15 of the Streets and Highway Code. SLD 81-1 generates revenue to pay for the electric utility costs for 814 streetlights located along arterial streets throughout the City. SLD No. 81-1 is divided into five (5) assessment zones. Zone A is made up of 3,281 residential parcels. Zone B consists of 269.712 acres of commercial and industrial land. Zone C, which includes parcels from the former Santa Fe Lighting District No. 1, no longer exists and has been folded into Zone B. Zone D includes 65 parcels that have a recorded tentative or final map but are not yet developed. Lastly, Zone E includes open space, streets, or landscaped parcels and is exempt from the assessment. The assessment rate charged varies by zone. Zone A properties pay $27.38 per parcel per year. Zone B pays $164.28 per acre, and Zone C properties pay a rate of $8.21 per unit.

The legal authority for setting the assessments in SLD No. 81-1 is set forth in the Landscape and Lighting Act of 1972 found in Streets and Highways Code Section 22500, et seq., and pertinent provisions of the California Government Code. The annual levy is for providing street lighting and means of assessment for maintenance of same in those existing and newly developing properties designated on the Boundary Map of the District, which is on file in the offices of the City Engineer and City Clerk.

SLD No. 81-1 is exempt from, and not subject to, the procedures and approval processes set forth in Article XIII D, Section 4 of the California Constitution enacted by Proposition 218 on November 5, 1996. The reason SLD No. 81-1 is not subject to Proposition 218 can be attributed to the fact that Proposition 218 also enacted Article XIII D, Sections 5 and 5(b) which exempted assessment districts formed prior to November 6, 1996 and which were formed pursuant to a petition signed by those owning all the parcels subject to the assessment at the time the assessment was initially imposed. This exemption is contingent on there being no increase in the amount assessed on a property owner in a category from the prior year. Since SLD No. 81-1 was formed prior to November 6, 1996 pursuant to a petition signed by those owning all the parcels subject to the assessment at the time the assessment was initially imposed, the District is exempt from the procedures and approval process set forth by Proposition 218.

FISCAL IMPACT:

SLD No. 81-1 has estimated expenditures of $173,800 for FY 2023-24. The largest cost center is for electric utility costs which total $160,000. The proposed assessment rates for FY 2023-24 will generate approximately $135,286 in revenue leaving a negative balance of $38,514, which is backfilled by the City's General Fund. SLD 81-1 has operated at a deficit for numerous years because of the limited ability to increase assessment rates to relieve the annual General Fund contribution to the District. Funding for the Engineer's Report has been appropriated in the adopted FY 2022-23 Budget. There is no impact to the General Fund associated with these recommended actions.

City Council Agenda
May 2, 2023

Page 3 of 3 ends

Prepared by:

Isa Y. Robinson
Senior Management Analyst
Reviewed and approved:

Jen ' er Lampman
Director of Finance
Luis Estevez
Deputy City Administrator
Reviewed and ap ' roved:

Da - - . Arrui�
City Administrator
Attachments:

1. Resolution R-2023-27, Directing Preparation of the Final Engineer's Report

2. Resolution R-2023-28, Setting a Public Hearing

3. Preliminary Engineer's Report — Placentia SLD -81-1 FY 2023-24

RESOLUTION NO. R-2023-27

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, DIRECTING PREPARATION

OF THE ENGINEER'S REPORT FOR FISCAL YEAR
2023-24 FOR THE CONTINUATION OF THE ANNUAL

ASSESSMENTS FOR STREET LIGHTING DISTRICT
NO. 81-1
A. Recitals
(i). On June 2, 1981, by its Resolution No. 81-R-133, this Council ordered the formation of and levied the first assessment within the Placentia Street Lighting District No. 81-1 ("District") in accordance with the provisions of Article XIII D of the California Constitution, and the Landscaping and Lighting Act of 1972 (the "Act"), Part 2 of Division 15 of the California Streets and Highways Code (commencing with Section 22500 thereof); and
(ii). The City Council of the City of Placentia, California, desires to initiate proceedings for the annual levy of assessments for said District; and (iii). The proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2023, and ending June 30, 2024; and (iv). The provisions of said Division 15, Part 2, require a written Report, consisting of the following:

1. Plans and specifications of the area of the works of improvement to be maintained;

2. An estimate of the costs for maintaining the improvements for the above - referenced fiscal year;

3. A diagram of the area proposed to be assessed;

4. An assessment of the estimated costs for maintenance work for said fiscal year.

B. Resolution

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

1. The Recitals set forth in Part A., above, are true and correct.

2. The purpose of the District is for the installation, maintenance, and servicing of street lighting improvements, as described in Section 3 below.

3. Within the Street Lighting District, the existing and proposed improvements to be undertaken by the City are generally described as the installation, maintenance and servicing of public facilities including, but not limited to, street lighting owned or Resolution R-2023-27 ATTACHMENT 1

Page 1 of 2 ends

maintained by the City. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of said improvements, including repair, removal, or replacement of all or part of any improvement. Servicing means the furnishing of electric current or energy for the operation or lighting of any improvements.

4. SCI Consulting Group is hereby designated as Engineer of Work for purposes of these proceedings and is hereby ordered to prepare the final Engineer's Report in accordance with Article 4 of Chapter 1 of the Act and Article XIII D of the California Constitution. Upon completion, the Engineer shall file the Engineer's Report with the City Clerk for submission to the Council.

APPROVED and ADOPTED this 2nd day of May 2023
Ward L. Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

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

Christian L. Bettenhausen, City Attorney
Resolution R-2023-27 ATTACHMENT 1

Page 2 of 2 ends

RESOLUTION NO. R-2023-28

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, DECLARING ITS INTENTION

TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION

OF ASSESSMENTS FOR CERTAIN MAINTENANCE

WITHIN AN EXISTING DISTRICT, PURSUANT TO THE
PROVISIONS OF DIVISION 15, PART 2, OF THE

CALIFORNIA STREETS AND HIGHWAYS CODE AND

SETTING THE TIME AND PLACE FOR A PUBLIC
HEARING THEREON.

A. Recitals
(i). The City Council of the City of Placentia, in 1981, formed a street lighting district pursuant to the terms and provisions of the Landscaping and Lighting Act of 1972 ("Act"), Division 15, Part 2, of the California Streets and Highways Code, in what is known and designated as:

CITY OF PLACENTIA
STREET LIGHTING DISTRICT NO. 81-1
(Hereinafter the "District.")
(ii). Proposition 218 adopted November 5, 1996 added Articles XIII C and XIII D to the California Constitution providing, at Article XIII D, § 5, that new assessment districts formed after November 6, 1996 and assessment increases in existing assessment districts be subject to specified procedures and approval processes set forth in Article XIII D, § 4; and
(iii). California Constitution Article XIII D, §§ 5 and 5 (b), provides that any assessment imposed in an assessment district formed prior to November 6, 1996 pursuant to a petition signed by those owning all of the parcels subject to the assessment at the time such district was formed and the assessment initially imposed, provided there is no increase in the amount assessed on an owner in a particular category of assessment unit, shall be exempt from the procedures and approval process set forth in Article XIII D, § 4; and
(iv). The District was formed prior to November 6, 1996 pursuant to a petition signed by those owning all of the parcels subject to the assessment at the time the assessment was initially imposed; and
(v). There is no increase in the amount proposed to be assessed on any parcel within the District in any category of assessment unit, for the period from Fiscal Year Resolution R-2023-28 ATTACHMENT 2

Page 1 of 4 ends

2022-23 to Fiscal Year 2023-24, thereby rendering the District exempt from the procedures and approval process set forth in Article XIII D, § 4; and (vi). The City Council desires, pursuant to the provisions of the Act to provide for the annual levy of assessments for the 2023-24 Fiscal Year, to provide for the costs and expenses reasonably necessary for the maintenance of improvements within said District; and
(vii). The assessment engineer has presented a report ("Report"), as required by law, setting forth the reasonably necessary maintenance for Fiscal Year 2023-24 and setting forth the recommended levy, therefore.

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.

6. The assessments levied and collected shall be for the maintenance of certain street light improvements, maintenance, and servicing as set forth in the Engineer's Report, referenced and so incorporated herein.

7. NOTICE IS HEREBY GIVEN THAT ON TUESDAY, JUNE 6, 2023, AT 7:00 P.M. OR AS SOON THEREAFTER AS THE MATTER MAY BE HEARD, IN THE COUNCIL CHAMBERS LOCATED AT 401 E. CHAPMAN AVENUE, PLACENTIA, THE Resolution R-2023-28 ATTACHMENT 2

Page 2 of 4 ends

CITY COUNCIL SHALL CONDUCT A PUBLIC HEARING TO RECEIVE PROTESTS OR

OBJECTIONS, IF ANY THERE BE, REGARDING THE LEVEL OF MAINTENANCE AND

THE LEVY OF ASSESSMENTS WITHIN AND UPON ALL PROPERTY WITHIN STREET LIGHTING DISTRICT NO. 81-1. ANY PERSON WHO WISHES TO OBJECT TO THE

PROCEEDINGS FOR THE ANNUAL LEVY SHOULD FILE A WRITTEN PROTEST WITH

THE CITY CLERK PRIOR TO THE TIME SET AND SCHEDULED FOR SAID PUBLIC HEARING.

8. The City Council hereby directs the City Clerk to give notice of a public hearing, pursuant to California Government Code § 6061, in a newspaper of general circulation within the City.

10. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed:

Elsa Robinson
Public Works Department
City of Placentia
401 East Chapman Avenue
Placentia, California 92870
(714) 993-8148
APPROVED and ADOPTED this 2nd day of May 2023
Ward L. Smith, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2023-28 ATTACHMENT 2

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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 2nd day of May 2023 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-2023-28 ATTACHMENT 2

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ENGINEER'S REPORT
City of Placentia
Street Lighting District No. 81-1
Fiscal Year 2023-2024
April 2023
Pursuant to the Landscaping and Lighting Act of
1972 and Article XIIID of the California Constitution
Engineer of Work:

SW
SCIConsultingGroup
Public Finance Consulting Services
4745 Mangels Boulevard
Fairfield, California 94534
707.430.4300
www.sci-cg.com

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Engineer's Report, FY 2023-24
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Table of Contents
t 7
Introduction 1
Overview 1
Engineer's Report and Continuation of Assessments 1
Street Lighting District Background 2
Legislative Analysis 3
Plans and Specifications 7
Fiscal Year 2023-24 Estimate of Cost and Budget 9
Budget for Fiscal Year 2023-24 9
Method of Assessment 11
Method of Apportionment 11
Discussion of Benefit 11
Special Benefit 12
General Versus Special Benefit 14
Quantification of General Benefit 14
Method of Apportionment 17
Annual Assessment Calculation 18
Duration of Assessment 19
Appeals and Interpretation 20
Assessment Statement 21
Assessment Diagram 23
Assessment Roll 25
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Table 1— District Facilities 7
Table 2 — FY 2023-24 Estimate of Costs 9
Table 3 — Calculation of General Benefit 15
Table 4 — Assessment Calculation 19
Table 5 — FY 2023-24 Summary Costs Estimate 21
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Introduction
Overview
The City of Placentia (the "City") serves and maintains streetlights and associated improvements (the "Improvements") in certain parts of the City. In order to fund the maintenance and operation (the "Services") of these projects and improvements, the City has formed Street Lighting District No. 81-1 ("District"). This Engineer's Report ("Report") was prepared to establish the budget for maintenance and operation of the Improvements (as described below) that will be funded by the 2023-24 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the "Article").

Engineer's Report and Continuation of Assessments
The assessment has been continued for over 30 years. In each subsequent year for which the assessments will be continued, the Placentia City Council (the "Council") must direct the preparation of an Engineer's Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer's Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer's Report (the "Report") was prepared pursuant to the direction of the City Council.

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Beginning in 2014, SCI Consulting Group became the Assessment Engineer for the District.

Street Lighting District Background
Street Lighting District No. 81-1 was formed in 1981. Prior to that, the County of Orange had established and maintained street lighting assessment districts within the City of Placentia. After the passage of Proposition 13 in 1978, the County decided to cease annexations to its existing districts. In response to that, the City formed its own district (No. 81-1) to allow for future development to be included in an assessment district providing street lighting services.

The portions of the City previously included in the County's street light assessment remained under the County's jurisdiction until 1996, when the City took over management of those areas. However, they were not annexed into District No. 81-1, and continue to be funded and operated separately from the District. Therefore, those areas and the parcels therein are not included in this report or the assessment calculations herein.

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Legislative Analysis
Proposition 218
The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996, and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services, improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property
Silicon Valley Taxpayers Association, Inc. V Santa Clara County Open Space Authority
In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority ("SVTA"). This ruling is the most significant court case in further legally clarifying the substantive assessment requirements of Proposition 218. Several of the most important elements of the ruling included further emphasis that:
■ Benefit assessments are for special benefits to property, not general benefits. ■ The services and/or improvements funded by assessments must be clearly defined.
■ Assessment districts must be drawn to contain all parcels that receive a special benefit from a proposed public improvement.
■ Assessments paid in each assessment district must be proportional to the special benefit received by each such parcel from the improvements and services funded by the assessment.

1. The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required and the assessment revenue derived from real property in the District is extended only on the Improvements in the District.

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2. The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment. The Improvements provide illumination to streets and sidewalks enabling improved access to the residents of such assessed property. The proximity of the Improvements to the assessed parcels and the improved access and increased safety provided to of the residents of the assessed parcels by the Improvements provides a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision.

3. Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values.

4. The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because:

5. The specific lighting Improvements and maintenance and utility costs thereof in the District and the costs thereof are specified in this Report; and

6. Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi -family residential parcels, commercial parcels, industrial parcels, etc.

Dahms v. Downtown Pomona Property
On June 8, 2009, the 4th Court of Appeal amended its original opinion upholding a benefit assessment for property in the downtown area of the City of Pomona in Dahms v.

Downtown Pomona Property ("Dahms"). On July 22, 2009, the California Supreme Court denied review. In Dahms the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties.

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Bonander v. Town of Tiburon
On December 31, 2009, in Bonander v. Town of Tiburon ("Bonander"), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based in part on relative costs within sub -areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits.

Beutz v. County of Riverside
On May 26, 2010 the 4th District Court of Appeals issued a decision in the Steven Beutz v. County of Riverside ("Beutz"). This decision overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services was not explicitly calculated, quantified and separated from the special benefits.

Golden Hill Neighborhood Association v. City of San Diego On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels.

Compliance with Current Law
This Engineer's Report is consistent with the requirements of Article XIIIC and XIIID of the California Constitution and with the SVTA decision because the Improvements to be funded are clearly defined; the Improvements are directly available to and will directly benefit property in the District; and the Improvements provide a direct advantage to property in the District that would not be received in absence of the Assessments.

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Engineer's Report, FY 2023-24
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This Engineer's Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer's Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services and proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties.

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Plans and Specifications
The work and Improvements proposed to be undertaken by the City and the cost thereof paid from the levy of the annual assessment provide special benefit to Assessor Parcels within the District defined in the Method of Assessment herein. Consistent with the Act, the Improvements are generally described as follows:

Facilities and Improvements
The facilities and improvements within the District are defined as street light standards, their appurtenances and energy and maintenance costs to operate them. Street lighting systems in the District consist of Edison -owned lights as of the date of this report, as shown below.

Table 1— District Facilities
Size of
No. of Lights Lumens Type of Light Owner
31 5800 Sodium Vapor S.C.E.
43 9500 Sodium Vapor S.C.E.
222 16000 Sodium Vapor S.C.E.
518 22000 Sodium Vapor S.C.E.

Total 814
Scope of Work
Southern California Edison company (S.C.E) shall be the supplier of electrical energy for all of the above listed street lights as well as providing needed maintenance and replacements for those street lights owned by S.C.E. Costs for electrical energy and maintenance of S.C.E-owned street lights shall be billed to the City by S.C.E. The City shall disburse payments to S.C.E. from the Special Fund established for the District. Costs incurred by the City for: administration, engineering, operations and other related requirements shall be paid from the District's Special Fund for those costs.

Changes and Modifications to the District
Modifications to the District structure could include but are not limited to:

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■ 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.

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An estimate of District costs for fiscal year 2023-24 for the maintenance and servicing of the Improvements is provided below.

Table 2 — FY 2023-24 Estimate of Costs
Expenditure Item
Legal Services
Engi neeri ng Services
Other Professional Services
Repair / Maintenance Services
Adverti s i ng
City Administrative Services
Postage
Electricity
Estimated Expenditures
Revenue Item
Direct Benefit Assessments
General Fund Contribution
Estimated Revenues
Budget Allocation to Parcels
Total Assessment BudgetA
Total Assessment Units (AUs)
Assessment per Assessment Unit (AU)B
Amount
10,500
1,000
160,000
$ 171,500
Amount
$ 136,245
35,255
$ 171,500
Amount
$ 136,245
4,976.060
$ 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
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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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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.

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:

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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.

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:

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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.

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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.

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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
Benefit Factor
Creation of individual lots for development or
approval of building permits
General Relative
Relative Benefit General
Weight Contribution Benefit
85 0% 0
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%
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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%.

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%.

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The methodology used fairly distributes the cost of the street lighting system in relation to the benefits received. For Fiscal Year 2023-24 there are 3,696 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 8 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
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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.2 Annual Assessment Calculation
For fiscal year 2023-24, the amount of Assessments for the District is not increased from prior years. The calculations for maintenance, service and incidentals follows:
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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Table 4 — Assessment Calculation
AU Ratio Assessment
Zone Quantity Factor Units
A 3,377 units x 1.00 = 3,377.000 AU
B 263.260 acres x 6.00 = 1,579.560 AU
D 65 units x 0.30 = 19.500 AU
TOTAL Assessment Units 4,976.060 AU
AU Cost
$136,244.52 / 4,976.060 AU = $27.38 /AU I
Zone Assessments
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 (thee reater) is assessed at 0.30 assessment units $27.38 x

0.30 = 8.21 /Unit
Duration of Assessment
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.

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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.

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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 2023-24 is generally as follows:

Table 5 — FY 2023-24 Summary Costs Estimate
For Street Lighting District No. 81-1
r
Operating Expenses $ 161,000
Capital Expenses 0
Administration and Project Management 10,500
Total for Services $ 171,500
Less General Fund Contribution $ (35,255)
Less Other Revenue 0.00
Amount to (from) Dedicated Reserves 0.00
Net Amount to Assessments $ 136,245
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.

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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 2023-24. 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 2023-24 for each parcel or lot of land within the District.

Dated: April 26, 2023
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2023-24
Engineer of Work
By
John W. Bliss, License
No. C052091
ConsultingGroup

Page 23 ends

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 2023-24, 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 2023-24
C no sultingGroup

Page 24 ends

LEGEND
=PLACENTIACITY LIMIT & SLD No. 81-1 EOLINDARY
I— I ASSESSED PARCELS

PREPARED BK SCI CONSULTING GROUP
174-5 MANGELS BLVD
FAIRFIELD CA 91634
4767 KO -431,4
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2023-24
CITY OF PLA ENT1A STREET LIGHTING DISTRICT No, 81-1

ASSESSMENT DIAGRAM
ConsultingGroup

Page 25 ends

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.

City of Placentia
Street Lighting District No. 81-1
Engineer's Report, FY 2023-24
ConsultingGroup

Placentia City Council

AGENDA REPORT
TO: CITY COUNCIL
VIA: CITY ADMINISTRATOR
FROM: DIRECTOR OF FINANCE
DATE: MAY 2, 2023
SUBJECT: PROFESSIONAL SERVICES AGREEMENT WITH HdL, COREN & CONE FOR

PROPERTY TAX CONSULTING SERVICES
FISCAL
IMPACT: EXPENSE: $15,715 ANNUALLY PLUS HOURLY FEES FOR AS -NEEDED

CONSULTING SERVICES
BUDGETED: FUNDING INCLUDED IN FY23/24 PROPOSED BUDGET
SUMMARY:

City Staff relies upon accurate, thorough property tax collection information to estimate revenues for budget purposes, assess progress in collecting property tax revenues throughout the year, and to monitor economic trends of local real estate. Additionally, Staff must be sure that real estate parcels are recorded within the correct tax revenue area (TRA) by the County of Orange so that property tax allocation that is due to the City will not be paid to another agency in error. The specialized skills and equipment needed to undertake such analysis is beyond the scope of Staff and the cost of specialized software is prohibitively expensive. Therefore, it is more practical to hire contractors with the appropriate skills, training, and equipment to perform property tax analysis for the City.

RECOMMENDATION:

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

1. Approve the Professional Services Agreement with HdL, Coren and Cone for Property Tax Management, Information and Audit Services for a five-year term ending June 30, 2027; and

2. Authorize the City Administrator and/or his designee to execute all the necessary documents in a form approved by the City Attorney.

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goal # 1 Ensure Long - Term Fiscal Sustainability under Objective #1.4, which protects and preserves existing economic development/property nodes throughout the City to maximize revenues to prevent over -reliance upon any one source.
1 .e.

May 2, 2023

City Council Agenda
May 2, 2023

Page 2 of 2 ends

DISCUSSION:

The County of Orange makes property tax collection data available to local government agencies for analysis and tracking purposes. However, additional analysis of the data is needed before meaningful reports can be created for use by Staff. Additionally, if recording errors are made by the County it can lead to allocations of property tax to the wrong agency. If the errors can be identified and brought to the attention of County staff, the allocations can be recovered and reallocated to the correct agency.

HdL, Coren and Cone (HdLCC), a California Corporation, is qualified to perform such specialized analysis. The City has utilized their services for the past twenty (20) years with exceptional results.

Many other local cities also use HdL, Coren and Cone and have experienced similar results in recovering misallocated property tax.

In addition to their audit and analysis services, HdLCC also provides a web -based software application to its clients to access the City's property tax data and is updated monthly to provide information on changes in ownership, updated appeal filings and deed recordings. This tool is essential in forecasting property tax revenue as well as economic development opportunities.

The annual cost for basic service is $15,715 per year which is based upon the number of parcels in the City of Placentia (14,282 parcels). In addition, HDL shall receive twenty-five percent (25%) of General Fund or tax increment property tax revenue owed to the City as a result, either directly or indirectly, of an audit performed by HDL. The amount of erroneously allocated property tax is hard to predict but would help offset the costs of this contract.

FISCAL IMPACT:

Fiscal Years 2023-24: $15,715 annual fixed fee plus hourly rate for additional as -needed consulting services. The base annual fee will be adjusted annually by the California Consumer Price Index (CCPI) for all items as determined by the California Department of Industrial Relations as measured February to February by the California All Urban Consumers index. The cost for this service has been included within the proposed 2023-24 fiscal year budget.

Prepared by:

Jennifer Lampman
Director of Finance
Attachment:

Professional Services Agreement
Reviewed and approved:

Dam R ala`
City Administrator

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

HDL COREN & CONE
THIS AGREEMENT is made and entered into this 1st day of July, 2023 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and HDL COREN & CONE ("HdLCC") a California Corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent consultant to provide property tax consulting services, as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:

(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State and local laws and ordinances applicable to the services required under this Agreement. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following:
employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
2 HDL Coren & Cone

1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultants covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A." Consultant's total compensation shall not exceed One Hundred Thousand Dollars ($100,000.00).

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "SCOPE OF SERVICES", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services.

2.3. Method of Billing. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice.

Each invoice shall describe in detail, the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A." The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement.

3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time 3 HDL Coren & Cone

extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of sixty (60) months, ending on June 30, 2028 unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates or abandons a portion of this Agreement such suspension, termination or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.

4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein. In ascertaining the professional services actually rendered hereunder up to the 4 HDL Coren & Cone

effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement all the following minimum scope of insurance coverages with an insurance company admitted to do business in California, rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and approved by City:
(a) Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.
(b) Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.
(c) Workers' compensation insurance as required by the State of California and Employers Liability Insurance with a minimum limit of $1,000,000 per accident for any employee or employees of Consultant. Consultant agrees to waive, and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

Before execution of this Agreement by the City, the Consultant shall file with the Public Works Director/City Engineer the following signed certification:
5 HDL Coren & Cone

I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers' Compensation or to undertake self-insurance before commencing any of the work.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for and maintaining in full force and effect for the duration of this Agreement, complete Workers' Compensation Insurance, and shall furnish a Certificate of Insurance to the Public Works Director/City Engineer before execution of this Agreement by the City.

The City, its officers and employees shall not be responsible for any claims in law or equity occasioned by failure of the consultant to comply with this section.

Neither the CITY nor any of its elected or appointed officials, officers, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant.

If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are addition- al insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self-insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against 6 HDL Coren & Cone

whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

5.3. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.4. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages and required endorsements described above, in a form and content approved by City, prior to performing any services under this Agreement. The certificates of insurance and endorsements shall be attached hereto as Exhibit "B" and incorporated herein by this reference.

5.5. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.

6.3. Proiect Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.

6.4. Notices. Any notices, documents, correspondence or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, 7 HDL Coren & Cone

postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

HdL, Coren and Cone
120 S. State College Blvd., Suite 200
Brea, CA 92821
Tel: (714) 879-5000
Attn: Paula Cone, President
IF TO CITY:

City of Placentia
401 E. Chapman
Placentia, CA 92870
Tel: (714) 993-8229
Attn: Jennifer Lampan,
Finance Director

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to defend, indemnify, hold free and harmless the City, its elected and appointed officials, officers, agents and employees, at Consultant's sole expense, from and against any and all claims, demands, actions, suits or other legal proceedings brought against the City, its elected and appointed officials, officers, agents and employees arising out of the performance of the Consultant, its employees, and/or authorized subcontractors, of the work undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its elected and appointed officials, officers, agents and employees based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable. 8 HDL Coren & Cone

Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other 9 HDL Coren & Cone

projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information and data, including, but not limited to, computer tapes, discs or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 6250 et seq.).

Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 6254.7, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant and its officers, employees, associates and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following 10 HDL Coren & Cone

order, if applicable: This Agreement, the City's Request for Proposals, the Consultant's Proposal.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
11 HDL Coren & Cone

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.

CITY OF PLACENTIA,
A municipal corporation
Mayor
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia

CONSULTANT
lif/e&/k
Signature v
Paula J Cone President
Name and Title
95-4398586
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Rosanna Ramirez, Risk Management
12 Date:

Date: ��1/Z07
i
Date:

Date:

HDL Goren & Cone

DEPARTMENTAL APPROVAL:

Jennifer Lampman, Director of Finance
13 Date:

HDL Coren & Cone

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
14 HDL Coren & Cone

ACORD®

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
4/18/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION 15 WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER
Woodruff Sawyer
2 Park Plaza, Suite 500
Irvine CA 92614

INSURED
HdL Coren & Cone
120 S. State College Blvd., Suite 200
Brea CA 92821

COVERAGES
HDLCORE-01

CONTACT
NAME: Audrey Curtis
PHONE
(A/C. No. Ext): 949-435-7345
E-MAIL
ADDRESS: acurtis U�iwoodruffsawyer.Com

INSURER(S) AFFORDING COVERAGE
INSURER A: Continental Casualty Company
INSURER B : Valley Forge Insurance Company
I INSURER C :

I INSURER D :

I INSURER E :

I INSURER F :

CERTIFICATE NUMBER: 1389747827 REVISION NUMBER:

FAX
(A/C, No):

NAIC #
20443
20508

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS

LTR INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY)
A X COMMERCIAL GENERAL LIABILITY Y B6025253592 6/15/2022 6/15/2023 EACH OCCURRENCE

CLAIMS -MADE
X
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

PRO-
JECT
X
POLICY
X
LOC
OTHER:

A AUTOMOBILE LIABILITY Y B6025253592
A
B
X

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

X UMBRELLA LIAB

EXCESS LIAB
X
DED
■

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
X
OCCUR

CLAIMS -MADE
RETENT ON $ 1r) nnn

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
A Professional Liability
Cyber Liability
Y/N
N/A
B6025253611
Y WC625253608
652117825
6/15/2022 6/15/2023
6/15/2022 6/15/2023
6/15/2022 6/15/2023
6/15/2022 6/15/2023

DAMAGE TO RENTED
PREMISES (Ea occurrence)
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
BODILY INJURY (Per accident)

PROPERTY DAMAGE
(Per accident)
$ 2,000,000
$ 1,000,000
$ 10,000
$ 2,000,000
$ 4,000,000
$ 4,000,000
$ 1,000,000
EACH OCCURRENCE $ 1,000,000
AGGREGATE $ 1,000,000

X PER OTH-

STATUTE ER
E.L. EACH ACCIDENT $ 1,000,000
E.L. DISEASE - EA EMPLOYEE $ 1,000,000
E.L. DISEASE - POLICY LIMIT $ 1,000,000
Each Claim $2,000,000
Aggregate $2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are included as Additional Insured as respects General Liability and Auto Liability on a Primary and Non-contributory basis with a waiver of subrogation to the extent provided in the attached forms.

Notice of Cancellation applies with respects General Liability to the extent provided in the attached form.

CERTIFICATE HOLDER CANCELLATION
City of Placentia
401 E Chapman
Placentia, CA 92870

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

CNA
SB146902G
(Ed. 6-16)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

HIRED AUTO AND NON -OWNED AUTO LIABILITY
This endorsement modifies insurance provided under the following:

BUSINESSOWNERS LIABILITY COVERAGE FORM

BUSINESSOWNERS COMMON POLICY CONDITIONS

SCHEDULE
Insurance is provided only with respect to those coverages for which a specific limit is shown:

COVERAGE LIMIT
1 Hired Auto Liability: $
1 Non -owned Auto Liability: $
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)

PROVISIONS
A. COVERAGE
With respect only to the Coverage(s) for which a limit is shown in the SCHEDULE above, the insurance provided under Coverage A.1. Business Liability for "bodily injury" and "property damage" also applies to "bodily injury" or "property damage" arising out of the maintenance or use of a:
• "Hired auto" used by you or your "employee" in the course of your business; and/or • "Non -owned auto" used in the course of your business. Maintenance or use of a "non -owned auto" includes test driving in connection with an "auto business."
With respect only to the coverage provided by this endorsement, under Coverages, coverage A.1. Business Liability is amended to:

1. Delete paragraph A.1.b.(1)(b) and replace it with the following:
b. This insurance applies:
(1) To "bodily injury" and "property damage" only if:
(b) The "occurrence" occurs during the policy period; and

2. Delete paragraph A.1.b.(2),.

B. LIMITS OF INSURANCE
With respect only to the coverage provided by this endorsement, SECTION D. Liability And Medical Expenses Limits of Insurance is deleted in its entirety and replaced with the following:

D. Limits Of Insurance

1. Regardless of the number of:
a. Insureds;
b. Claims made or "suits" brought;
c. Persons or organizations making claims or bringing "suits"; or d. "Autos,"
the applicable Hired Auto Liability limit or Non -Owned Auto Liability limit shown in the Declarations is the most we will pay for damages under SECTION A. Coverages because of all "bodily injury" and "property damage" resulting from any one "occurrence" arising out of the maintenance or use of a "hired auto" or "non -owned auto."
SB146902G (Ed. 6-16)

Page 1 of 3 ends

40020009260252535929179
CNA
C. EXCLUSIONS
SB146902G
(Ed. 6-16)
With respect only to the insurance provided by this endorsement:

1. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete all exclusions except exclusions a., b., d., e., f. and i. and to add the following exclusions:

This insurance does not apply to:

Fellow Employee
"Bodily injury" to:
(1) Any fellow "employee" of the insured arising out of and in the course of employment by the insured or while performing duties related to the conduct of the insured's business; or (2) The spouse, child, parent, brother or sister of that fellow "employee" while as a consequence of Paragraph (1) above.

Care, Custody or Control
"Property Damage" to:
(1) Property owned or being transported by, or rented or loaned to the insured; or (2) Property in the care, custody or control of the insured.

D. WHO IS AN INSURED
With respect only to the insurance provided by this endorsement, Who Is An Insured is replaced by the following:

Each of the following is an insured under this insurance to the extent set forth below:

1. You;

2. Subject to paragraph 3.c. below, your "employee" while operating an "auto" hired or rented under a contract or agreement, with your permission, in that "employee's" name, while performing duties related to the conduct of your business.

3. Anyone else including any partner or "executive officer" of yours while using with your permission a "hired auto" or a "non -owned auto" except:
a. The owner or lessee (of whom you are a sublessee) of a "hired auto" or the owner or lessee of a "non -owned auto" or any agent or "employee" of any such owner or lessee; b. Your "employee" if the covered "auto" is owned by that "employee" or a member of his or her household; c. Your "employee" if the covered "auto" is leased, hired or rented by him or her or a member of his or her household under a lease or rental agreement for a period of 180 days or more; d. Any partner or "executive officer" with respect to any "auto" owned by such partner or officer or a member of his or her household;
e. Any partner or "executive officer" with respect to any "auto" leased or rented to such partner or officer or a member of his or her household under a lease or rental agreement for a period of 180 days or more; f. Any person while employed in or otherwise engaged in duties in connection with an "auto business," other than an "auto business" you operate;
g. Anyone other than your "employees," partners, a lessee or borrower or any of their "employees," while moving property to or from a "hired auto" or a "non -owned auto"; or

4. Any other person or organization, but only with respect to their liability because of acts or omissions of an insured under 1., 2. or 3. above.

E. AMENDED DEFINITION
The Definition of "insured contract" in Section F — Definitions is amended by the addition of the following exceptions to paragraph f.:

SB146902G (Ed. 6-16)

Page 2 of 3 ends

Placentia City CouncilMay 2, 2023

Placentia City Council
May 2, 2023