Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Jennifer Lampman
City Administrator
Christian L. Bettenhausen
City Attorney
Placentia City Council
Placentia City Council as Successor to the
Placentia Redevelopment Agency
Placentia Industrial Commercial
Development Authority
Placentia Public Financing Authority
AGENDA
May 19, 2026
Council Chambers
401 E Chapman Ave.
Placentia, CA 92870
Phone: (714) 993-8117
Email: [email protected]
www.placentia.org
CHAD P. WANKE
Mayor
District 4
JEREMY B. YAMAGUCHI
Mayor Pro Tem
District 3
THOMAS HUMMER
Councilmember
District 1
KEVIN KIRWIN
Councilmember
District 2
WARD L. SMITH
Councilmember
District 5
Mission Statement
The City Council is committed to keeping Placentia a pleasant place by providing a safe family atmosphere, superior public services and policies that promote the highest standards of community life.
Vision Statement
The City of Placentia is dedicated to fostering transparency, integrity, and responsiveness through innovative and ethical leadership, ensuring the delivery of high -quality services in a fair and equitable manner. We also strive for financial sustainability, supporting safe, welcoming neighborhoods, well -kept streets, parks, and public spaces while maintaining the small-town charm that defines our community.
Agenda Materials
Copies of all agenda materials are available online at www.placentia.org and at the City Clerk's Office. For questions regarding any agenda item, please contact the City Clerk's Office at (714) 993-8231 or email [email protected]. In compliance with California Government Code § 54957.5, any materials submitted to the majority of the Council/ Board Members after distribution of this agenda that are non-exempt public records will be made available for public inspection at the City Clerk's Office during normal business hours.
How to View the Meeting
The public can observe the meeting via livestream on the City's website at www.placentia.org/pctv , live on cable television on AT&T Universe (Channel 99), Spectrum (Channel 3), or in person in the Council Chamber.
Procedures for Addressing the Council/Board Members
Public comments are received during the Oral Communications section of the agenda. No action may be taken on off -agenda items unless authorized by law. Public comments for Public Hearings will only be taken at the time of the hearing. It is requested to state your name for the record, then proceed to address the Council/Board. All speakers shall observe civility, decorum, and good behavior.
Members of the public may address the Council/Board on any agenda item before or during Council/Board's consideration of the item, and on any other matters within the Council/Board's jurisdiction by using any of the following methods:
1) In -Person: Complete a "Speaker Request Form" indicating the agenda item or subject matter you wish to address and submit it to the City Clerk before the item is called. 2) Written Public Comments: Submit written comments electronically for the Council/Board consideration by emailing [email protected], by 3:00 p.m. the day of the meeting to ensure distribution.
Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special accommodations contact the City Clerk's Office at (714) 993-8231. Notification at least 48 hours in advance of the meeting will enable the City to make arrangements to assure accessibility. (28 CFR 35.102.35.104 ADA Title II)
Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Closed Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Closed Sessions, Closed Sessions are not open to the public.
1 PLACENTIA CITY COUNCIL REGULAR
MEETING AGENDA - CLOSED SESSION
May 19, 2026
5:00 p.m. - City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER
ROLL CALL
Council Member/ Board Member Hummer
Council Member/ Board Member Kirwin
Council Member/ Board Member Smith
Mayor Pro Tem/ Board Vice Chair Yamaguchi
Mayor/ Board Chair Wanke
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.
CLOSED SESSION PROCEEDINGS
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. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION
Pursuant to Government Code Section § 54956.9(d)(1): 1 case Mohan v. City of Placentia — USDC Case No.: 8:24-cv-01105
2. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section § 54957(b)(1)
Title: City Administrator
3. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section § 54957.6
Agency Designated Representatives: Jennifer Lampman, City Administrator; Alice Burnett, Director of Human Resources
Employee Organization: Placentia City Employees Association (PCEA) RECESS - The City Council and Boards of Directors will recess to their 6:00 p.m. Regular Meeting. 2 PLACENTIA CITY COUNCIL REGULAR MEETING AGENDA
May 19, 2026
6:00 p.m. - City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER
ROLL CALL
Council Member/ Board Member Hummer
Council Member/ Board Member Kirwin
Council Member/ Board Member Smith
Mayor Pro Tem/ Board Vice Chair Yamaguchi
Mayor/ Board Chair Wanke
INVOCATION - Chaplain Charles Frost
PLEDGE OF ALLEGIANCE - Fire Chief Jason Dobine
PRESENTATIONS
A. ACKNOWLEDGEMENT OF CENTENNIAL SPONSOR: KRAEMER LAND
COMPANY
Presenters: Mayor and City Council
Recipient: Kramer Land Company
B. ACKNOWLEDGEMENT OF CENTENNIAL SPONSOR: PLACENTIA COMMUNITY
FOUNDATION
Presenters: Mayor and City Council
Recipient: Placentia Community Foundation
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 MEMBER COMMENTS
1. CONSENT CALENDAR
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 CONSIDERATION TO WAIVE READING IN FULL OF ALL ORDINANCES AND
RESOLUTIONS
3 Recommended Action: It is recommended that the City Council:
Approve.
1.b APPROVAL OF MINUTES
Recommended Action: It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on May 5, 2026.
1.c REGISTERS FOR MAY 19, 2026
Fiscal Impact:
Check Registers $ 1,237,165.04
Electronic Disbursement Registers $ 1,650,882.40
Recommended Action: It is recommended that the City Council:
Receive and file.
1.d SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-07, AN
ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING TO PLACENTIA MUNICIPAL CODE CHAPTER 13.77 (ELECTRIC BICYCLES AND ELECTRIC MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND TRAFFIC) Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
Waive full reading, by title only, and adopt Ordinance No. O-2026-07, an Ordinance of the City Council of the City of Placentia, California, adding Chapter 13.77 (Electric Bicycles and Electric Mobility Devices) to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code.
1.e RESOLUTION RELATING TO FISCAL YEAR 2026-27 ANNEXATIONS AND LEVY
OF ASSESSMENTS TO THE CITY OF PLACENTIA STREET LIGHTING DISTRICT NO. 81-1 AND SETTING A PUBLIC HEARING FOR JUNE 2, 2026 AT 6:00 P.M.
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution R-2026-25, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2026-27 for the continuation of the annual assessments for the Street Lighting District No. 81-1; and
2. Adopt Resolution R-2026-26, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annexation and annual levy and collection of assessments for certain maintenance within the existing Street Lighting District No. 81-1, 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.
4 1.f RESOLUTION RELATING TO FISCAL YEAR 2026-27 ANNEXATIONS AND LEVY
OF ASSESSMENTS TO THE CITY OF PLACENTIA LANDSCAPE MAINTENANCE DISTRICT NO. 92-1 AND SETTING A PUBLIC HEARING FOR JUNE 2, 2026 AT 6:00 P.M.
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution R-2026-27, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2026-27 for the continuation of the annual assessments for the Landscape Maintenance District No. 92-1; and
2. Adopt Resolution R-2026-28, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annexation and annual levy and collection of assessments for certain maintenance within the existing Landscape Maintenance District No. 92-1, 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.
1.g AMENDMENT NO. 5 TO PROFESSIONAL SERVICES AGREEMENT WITH HF&H CONSULTANTS, LLC, FOR REFUSE CONTRACT NEGOTIATIONS AND SB 1383
COMPLIANCE ASSISTANCE
Fiscal Impact:
Expense: $134,572 Annual Contract Amount
Budget: $75,000 FY 2025-26 Refuse Administration Fund (403-80700-6400) $87,000 Refuse Administration Fund Balance
Recommended Action: It is recommended that the City Council:
1. Adopt Resolution R-2026-29, a Resolution of the City Council of the City of Placentia, California, authorizing a budget amendment in Fiscal Year 2025-26 in compliance with the City Charter of the City of Placentia §§ 1206 and 1209 pertaining to appropriations for actual expenditures; and
2. Approve Amendment No. 5 to the Professional Services Agreement with HF&H Consultants, LLC, for refuse contract negotiations and SB 1383 compliance assistance services to increase the contract amount by $150,000 for a revised cumulative contract not -to -exceed amount of $394,999 for the entire contract term; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents in a form approved by the City Attorney.
1.h AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT WITH
OCY MANAGEMENT, LLC
Fiscal Impact:
20% Match from General Fund (101-30603-6315)
OCTA Measure M Funding (211-30000-6315)
BUDGET
$18,743
S74,972
$93,715
Recommended Action: It is recommended that the City Council:
5 1. Approve Amendment No. 2 to a Professional Services Agreement with OCY Management, LLC (OCYM) to extend the grant agreement period with a one- year extension, in a total amount not to exceed $93,715 to continue providing senior transportation services; and
2. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney; and
3. Authorize the City Administrator to approve the eligible agreement term extension based upon contractor performance and at the discretion of the City.
1.i AMENDMENT TO CITY COUNCIL POLICY NO. 370 REGARDING THE CITY'S
USE OF SOCIAL MEDIA
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
Adopt the amended City Council Policy No. 370 related to the City's use of social media and amend the City's Policy Manual to include said policy.
1.j AWARD CONTRACT TO COMMERCIAL BUILDING MANAGEMENT
INCORPORATED (CBM) FOR JANITORIAL SERVICES IN PARK RESTROOMS Fiscal Impact:
Expense: $ 65,135 Contract Cost
Budgeted: $ 65,135 ;annual; FY 2026-27 Operating Budget (101-80407-6300) $ 195,408 Initial 3 -year contract total not to exceed cost Recommended Action: It is recommended that the City Council:
1. Approve a Maintenance Services Agreement with Commercial Building Management (CBM) Incorporated for park restroom janitorial services for a cumulative contract not -to -exceed amount of $195,405 for the initial three (3) year contract term, with the option to extend the term for one (1) additional two (2) year term; and
2. Authorize the City Administrator to approve contract change orders up to ten percent (10%) of the cumulative contract amount, or $19,540; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney; and
4. Authorize the City Administrator to approve the eligible agreement term extension based upon contractor performance and at the discretion of the City.
1.k APPROVAL OF FIVE-YEAR RENEWAL AGREEMENT OF CITYWIDE UNIFIED COMMUNICATIONS (TELEPHONE SYSTEM) AS A SERVICE (UCaaS)
SOLUTION FROM RINGCENTRAL
Fiscal Impact:
Expense: S 42,396.00 Total Annual Amount
$ 4,239.60 Annual Contingency Amount
Budget: $ 95,000.00 Software and Subscriptions (101-20600-6600) Recommended Action: It is recommended that the City Council:
6 1. Approve a five-year renewal agreement with RingCentral for continued Voice over Internet Protocol (VOIP) services at an annual cost of $42,396.00 for the duration of the contract term; and
2. Approve an annual contingency budget equal to ten percent, ($4,239.60), of the annual contract amount to accommodate required license and hardware purchases for the expansion of the Public Safety Building; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents to implement the agreement, in a form approved by the City Attorney.
2. PUBLIC HEARINGS - None
3. REGULAR AGENDA
3.a INTRODUCTION AND FIRST READING OF ORDINANCE NO. O-2026-09, AN
ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, AMENDING SECTION
8.04.120 (HOURS OF COLLECTION) OF CHAPTER 8.04 (SOLID WASTE COLLECTION) OF TITLE 8 (HEALTH AND SANITATION) OF THE PLACENTIA
MUNICIPAL CODE
Fiscal Impact:
None.
Recommended Action: It is recommended that the City Council:
Introduce for first reading, by title only, further reading waived, Ordinance No. O- 2026-09, An Ordinance of the City of Placentia, California, amending Section
8.04.120 (Hours of Collection) of Chapter 8.04 (Solid Waste Collection) of Title 8 (Health and Sanitation) of the Placentia Municipal Code.
3.b STUDY SESSION TO REVIEW SP -5 CORRIDOR PLAN AND SPECIFIC PLAN
UPDATE PROGRESS
Fiscal Impact:
No fiscal impacts are associated with this Study Session. Potential significant economic benefit to the local Placentia economy, including jobs, public & private investment, and annual/one-time revenue.
Recommended Action: It is recommended that the City Council:
1. Receive and file the Staff Report and presentation; and
2. Solicit public comments (if any) regarding the proposed SP -5 Corridor Plan and Specific Plan Update; and
3. Provide direction to Staff as appropriate regarding the proposed SP -5 Corridor Plan and Specific Plan Update.
3.c STUDY SESSION: PRESENTATION OF THE PROPOSED FISCAL YEAR 2026-27
OPERATING BUDGET AND CAPITAL IMPROVEMENT PROGRAM (CIP)
Fiscal Impact:
FY 2026-27 EXPENDITURES: $96,249,473
REVENUE: $97,335,031
7 Recommended Action: It is recommended that the City Council:
1. Review and discuss the Proposed Fiscal Year 2026-27 Annual Operating Budget and Capital Improvement Program (CIP) and provide input and direction for final budget adoption; and
2. Set the date of the public hearing for budget adoption as June 2, 2026, at 6:00 p.m.
CITY COUNCIL MEMBERS REQUESTS
Council Members may make requests or ask questions of Staff. If a Council Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.
ADJOURNMENT
Adjourn in memory of Historical Committee Member Janice (Jan) Henderson.
The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to the next regular City Council meeting on Tuesday, June 2, 2026.
CERTIFICATION OF POSTING
I, Brooke Lovell, Deputy City Clerk for the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Financing Authority hereby certify that the Agenda for the May 19, 2026, meetings of the City Council, Successor Agency, and Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on May 14, 2026. /s/ Brooke Lovell
Deputy City Clerk
8 Agenda Item No: 1.b
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Brooke Lovell
From: City Clerk
Subject:
APPROVAL OF MINUTES
Recommended Action:
It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on May 5, 2026.
Attachments
05.05.2026 CC MINUTES.pdf
9 Placentia City Council Regular Meeting
Placentia City Council acting as Successor Agency to the Placentia Redevelopment Agency, Placentia Industrial Commercial Development Authority, Placentia Public Financing Authority
MINUTES
May 5, 2026
City Council Chambers - 401 E. Chapman Avenue, Placentia, CA AND
Teleconference Location -150 Midway Drive, Sebring, FL 33870 MINUTES OF THE PLACENTIA CITY COUNCIL CLOSED SESSION MEETING — 5:00 P.M.
CALL TO ORDER - Mayor Wanke called the meeting to order at 5:01 p.m.
ROLL CALL - PRESENT: Council Member/Board Member Hummer, Kirwin, Smith, Yamaguchi (Remote), Wanke
ABSENT: None
ORAL COMMUNICATIONS - None
CLOSED SESSION PROCEEDINGS
City Clerk McKinnell announced the City Council/ Boards of Directors recessed to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings on the following:
1. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section § 54957.6
Agency Designated Representatives: Jennifer Lampman, City Administrator Alice Burnett, Director of Human Resources
Employee Organization: Placentia City Employees Association (PCEA)
2. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION
Pursuant to Government Code Section § 54956.9(d)(1): 1 case Adam Gloe v. City of Placentia — Claim No. 23-172351; 25-185013 RECESS - The City Council and Boards of Directors recessed until their 6:00 p.m. Regular Meeting.
MINUTES OF THE PLACENTIA CITY COUNCIL REGULAR MEETING - 6:00 P.M.
CALL TO ORDER - Mayor Wanke called the meeting to order at 6:01 p.m.
ROLL CALL - PRESENT: Council Member/Board Member Hummer, Kirwin, Smith, Yamaguchi (Remote), Wanke
ABSENT: None
STAFF PRESENT
City Attorney/Authority Counsel Christian Bettenhausen; City Administrator Jennifer Lampman; Police Chief Brad Butts; Fire Chief Jason Dobine; Director of Development Services Joe Lambert; Director of Public Works Chris Tanio; Placentia City Council/Successor Agency/ICDA/PPFA Minutes May 5, 2026 Page 1 of 5 10
Director of Human Resources Alice Burnett; Director of Finance Jerry Griggs; Director of Community Services Lydie Gutfeld; Deputy Director of Administrative Services Jeannette Ortega; City Clerk Robert McKinnell; Deputy City Clerk Brooke Lovell
INVOCATION - Chaplain Charles Frost
PLEDGE OF ALLEGIANCE - Police Chief Brad Butts
PRESENTATIONS — None
CLOSED SESSION REPORT
City Attorney/Authority Counsel Bettenhausen stated the City Council took no reportable action.
CITY ADMINISTRATOR REPORT
City Administrator Lampman introduced new employee, Police Services Officer Ruben Ruvalcaba Lopez.
ORAL COMMUNICATIONS
Meredith Castillo expressed concerns regarding the deteriorated Fire Department alleyway access off Yorba Linda Boulvard, safety hazards created by damaged bricks in Wagner Park, unsafe electric -bike use around the city, and the growing presence of inoperable or unmoved vehicles in residential driveways.
Orange County for People -Orientated Places submitted written communication and raised four issues regarding the proposed E -bike ordinance, including the omission of e -motorcycles, sidewalk -riding provisions, enforceability of speed limits under 20 miles per hour, and a recommendation for a uniform 15 -mile -per -hour school -zone speed limit for all vehicles.
CITY COUNCIL/BOARD MEMBER COMMENTS
Council Member Kirwin announced the upcoming Centennial 5K and Fun Run scheduled for June 27, 2026, encouraged residents to register through the City's website or event QR codes, and remarked on community banners displayed throughout the City.
Council Member Hummer reported his attendance at Lot 318's Health Fair event at Kramer Park, acknowledged the organization's service to District 1 families. He encouraged residents to participate in the City's Transit -Oriented Development and Housing Study by completing the survey open through May 15, 2026.
Council Member Smith reported his attendance at meetings of the Bridges at Kramer Community Advisory Board and Orange County Council of Governments (OCCOG). He attended Lot 318's Health Fair event at Kramer Park, reported high attendance, the availability of community resources, and thanked the organization for its ongoing service in neighborhoods throughout the City.
Mayor Wanke acknowledged former Yorba Linda Mayor and Yorba Linda Water District Board Member Tom Lindsey and Yorba Linda Water District Operations Manager Freddie Ojeda for attending the meeting. He reported touring the new Latter-day Saints temple in Yorba Linda, described its significance to North Orange County communities, and encouraged residents to participate in public tours before the facility permanently closed to the public.
1. CONSENT CALENDAR
Motion by Smith, seconded by Kirwin, and carried a 5-0 vote, to approve the Consent Calendar, as recommended.
1.a CONSIDERATION TO WAIVE READING IN FULL OF ALL ORDINANCES AND RESOLUTIONS Recommended Action: It is recommended that the City Council:
Approve.
(Approved 5-0, as recommended)
Placentia City Council/Successor Agency/ICDA/PPFA Minutes May 5, 2026 Page 2 of 5 11
1.b APPROVAL OF MINUTES
Recommended Action: It is recommended that the City Council:
Approve minutes of the City Council/Successor Agency/ICDA/PPFA Regular Meeting on April 21, 2026. (Approved 5-0, as recommended)
1.c
REGISTERS FOR MAY 5, 2026
Fiscal Im Dact:
Check Registers $ 789,303.36
Electronic Disbursement Registers $1,865,738.02
Recommended Action: It is recommended that the City Council:
Receive and file.
(Approved 5-0, as recommended)
1.d SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-04, AN ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, AMENDING PLACENTIA MUNICIPAL CODE CHAPTER 6.45 RELATED TO
SHORT-TERM RENTALS
Fiscal Im pact:
Potential for approximately $235,000 in revenue annually from Transient Occupancy Tax, based on FY 24- 25 actuals.
Recommended Action: It is recommended that the City Council:
1. Find that Ordinance No. O-2026-04, is exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the Public Resources Code, and the City of Placentia Local Guidelines for implementing CEQA; and
2. Waive full reading, by title only, and adopt Ordinance No. O-2026-04, an Ordinance of the City of Placentia, California, amending Chapter 6.45 (Short -Term Residential Rentals) of the City of Placentia Municipal Code.
(Approved 5-0, as recommended)
1.e SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-05, AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, AMENDING TITLE 5 OF THE PLACENTIA MUNICIPAL CODE (SCHEDULE OF FEES) TO ADD SECTION 5.02.105 "GENERAL GOVERNMENT FACILITIES FEES" ESTABLISHING A CITY FACILITIES IMPACT FEES AS PART OF THE CITY'S
DEVELOPMENT IMPACT FEE PROGRAM, AND ADOPTING NECESSARY FINDINGS FOR THE ESTABLISHMENT OF THE CITY FACILITIES IMPACT FEES; AND, SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-08, AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, AMENDING TITLE 5 OF THE PLACENTIA MUNICIPAL CODE (SCHEDULE OF FEES) BY AMENDING CHAPTERS 5.01 (FEES SET BY RESOLUTION), 5.03 (TRANSIT ORIENTED DEVELOPMENT (TOD) DEVELOPMENT IMPACT FEES), 5.12 (FIRE DEPARTMENT) AND 5.24 (PUBLIC WORKS
DEPARTMENT) AS PART OF THE CITY'S DEVELOPMENT IMPACT FEE PROGRAM Fiscal Impact:
The adoption of revised Development Impact Fees and Residential Affordable Housing Impact Fees will not have an immediate impact on revenues to the City as they are effective 60 days subsequent to adoption. These Development Impact Fees are established for cost recovery or statutory purposes only.
Recommended Action: It is recommended the City Council:
1. Find that the recommended actions are exempt from the California Environmental Quality Act (CEQA) pursuant to Sections 15061(b)(3) of the Public Resources Code, and the City of Placentia Local Guidelines for implementing CEQA; and
2. Waive full reading, by title only, and adopt Ordinance No. O-2026-05, an Ordinance of the City Council of the City of Placentia, California, amending Title 5 of the Placentia Municipal Code (schedule of fees) to add Section 5.02.105 "General Government Facilities Fees" establishing a Placentia City Council/Successor Agency/ICDA/PPFA Minutes May 5, 2026 Page 3 of 5 12
City Facilities Impact Fees as part of the City's Development Impact Fee Program, and adopting necessary findings for the Establishment of the City Facilities Impact Fees; and,
3. Waive full reading, by title only, and adopt Ordinance No. O-2026-08, an Ordinance of the City Council of the City of Placentia, California, amending Title 5 of the Placentia Municipal Code (Schedule Of Fees) by amending Chapters 5.01 (Fees Set by Resolution), 5.03 (Transit Oriented Development (TOD) Development Impact Fees), 5.12 (Fire Department) and 5.24 (Public Works Department) as part of the City's Development Impact Fee Program. (Approved 5-0, as recommended)
1.f
1.g
SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-06, AN ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING TO PLACENTIA MUNICIPAL CODE CHAPTER 10.74 (FIREWORKS) TO TITLE 10 (PEACE, MORALS, AND SAFETY)
Fiscal Im Dact: None.
Recommended Action: It is recommended that the City Council:
Waive full reading, by title only, and adopt Ordinance No. O-2026-06, an Ordinance of the City Council of the City of Placentia, California, adding Chapter 10.74 (Fireworks) to Title 10 (Peace, Morals, and Safety) of the Placentia Municipal Code.
(Approved 5-0, as recommended)
APPROVAL OF MEMORANDUM OF UNDERSTANDING WITH THE YORBA LINDA WATER DISTRICT Fiscal Impact: None.
Recommended Action: It is recommended that the City Council:
1. Approve the Memorandum of Understanding between Yorba Linda Water District and City of Placentia; and
2. Authorize the City Administrator to execute all necessary documents, in a form approved by the City Attorney.
(Approved 5-0, as recommended)
1.h AWARD OF CONTRACT TO HOUSTON AND HARRIS INC. FOR SEWER MAINTENANCE SERVICES Fiscal Im
Dact:
Expense: $384,236.20 Total Cost For Services (402-80600-6001) Recommended Action: It is recommended that the City Council:
1. Approve a Professional Services Agreement with Houston and Harris PCS, Inc. for sewer maintenance services in an amount not -to -exceed $384,236.20 per year for an initial three (3) year contract term with the option to extend for one (1) additional two-year term; and
2. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney; and
3. Authorize the City Administrator to approve contract amendments up to 10% of the initial three- year contract amount, or $115,270.86; and
4. Authorize the City Administrator to approve the eligible contract term extension based upon contractor performance and at the discretion of the City. (Approved 5-0, as recommended)
2. PUBLIC HEARINGS
2.a PUBLIC HEARING REGARDING THE ANNEXATION OF TERRITORY TO EXISTING COMMUNITY FACILITIES DISTRICT NO. 2024-1 (OLD TOWN MAINTENANCE SERVICES) AND AUTHORIZE SPECIAL TAX ANNEXATION NO. 2
Fiscal Im Dact:
Annual Revenue: $3,123.98
Recommended Action: It is recommended that the City Council:
1. Open the Public Hearing concerning the annexation of certain properties; and Placentia City Council/Successor Agency/ICDA/PPFA Minutes May 5, 2026 Page 4 of 5 13
2. Receive the Staff Report, consider all public testimony, ask questions of Staff; and
3. Conduct election for annexation of certain properties to Community Facilities District No. 2024-1 (Old Town Maintenance Services); and
4. Close the Public Hearing; and
5. Adopt Resolution No. R-2026-24, a Resolution of the City Council of the City of Placentia, California, Ordering the Annexation of Territory to its Community Facilities District No. 2024-01 (Old Town Maintenance Services) and Approving the Amended Map for said District (Annexation No. 2); and
6. Authorize Inclusion of the Annexed Territory for Community Facilities District No. 2024-01 (Old Town Maintenance Services) for Fiscal Year 2026-27 on the Orange County Secured Property Tax Roll.
(Approved 5-0, as recommended)
Deputy Director of Administrative Services Ortega gave a PowerPoint presentation on the item.
Public Hearing opened at 6:17 p.m.
Public Comments: None.
Public Hearing closed at 6:20 p.m.
The annexation election for CFD No. 2024-1 was declared approved by acclamation by a 5-0 vote.
Resolution No. R-2026-24 and authorization for inclusion of the annexed territory on the Fiscal Year 2026-27 Orange County Secured Property Tax Roll were approved by a 5-0 vote.
3. REGULAR AGENDA
3.a PROPOSED ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PLACENTIA, ADDING CHAPTER 13.77 (ELECTRIC BICYCLES AND ELECTRIC MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND TRAFFIC) OF
THE PLACENTIA MUNICIPAL CODE
Fiscal Im Dact: None.
Recommended Action: It is recommended that the City Council:
Waive full reading, by title only, and introduce for first reading Ordinance No. O-2026-07, an Ordinance of the City Council of the City of Placentia, California, adding Chapter 13.77 (Electric Bicycles and Electric Mobility Devices) to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code. (Approved 4-1, as recommended, Yamaguchi voted no)
Police Sergeant Frank Garza gave a PowerPoint presentation on the item.
Council discussed safety concerns, enforcement provisions, sidewalk and trail use, and speed limits.
Staff provided clarification on e -bike, scooter, and e -motorcycle classifications, explained applicable state law, identified language carried over from prior bicycle regulations, and addressed minor technical corrections in the draft ordinance.
Motion by Kirwin, seconded by Hummer, and carried a 4-1 vote, to approve Item 3.a, as recommended, Yamaguchi voted no.
CITY COUNCIL/BOARD MEMBERS REQUESTS - None
ADJOURNMENT
The City Council/Successor Agency/ICDA/PPFA Board of Directors adjourned at 6:51 p.m., to a regular City Council meeting on Tuesday, May 19, 2026.
Chad P. Wanke, Mayor/Agency Chair Robert S. McKinnell, City Clerk/Agency Secretary Placentia City Council/Successor Agency/ICDA/PPFA Minutes May 5, 2026 Page 5 of 5 14
Agenda Item No: 1.c
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Gabriela Galin
From: Finance
Subject:
REGISTERS FOR MAY 19, 2026
Financial Impact:
Check Registers $ 1,237,165.04
Electronic Disbursement Registers $ 1,650,882.40
Recommended Action:
It is recommended that the City Council:
Receive and file.
Attachments
Check Register 04.30.2026.pdf
ACH-EFT Register 04.30.2026.pdf
Check Register 05.07.2026.pdf
ACH-EFT Register 05.07.2026.pdf
15 City of Placentia
Check Register 04/30/2026
Name
V002201 TIENHUNG HUANG
V001029 FACTORY MOTOR PARTS
V001262 LN CURTIS & SONS
V001220 KIM TURNER LLC
V002121 ICON SIGNS
V001031 FAIRWAY FORD
V001322 MINUTEMAN PRESS
V001346 NAPA AUTO PARTS
V002035 OCY MANAGEMENT LLC
Memo
Cancellation of Building Permit #B26-0256 at 582 McFadden St.
FY 25-26: Vehicle Repair Parts
PD Uniforms - Trejo
Staff Training - Dispatch
Halo Lit Channel Letters
Public Works Maintenance Van
Printing Svs - Envelopes
Fleet Repair Supplies
Transportation Services - March 2026
V001488 PSYCHOLOGICAL CONSULTING ASSOCIATES INC PRE EMPLOYMENT EVALS - Stella Khan, Erika Bybee V001802 STERICYCLE INC
V001794 COUNTY OF ORANGE
V000861 CHARTER COMMUNICATIONS
V000616 AT&T
V000955 DEPARTMENT OF JUSTICE
V000638 T -MOBILE
V001678 THINKSUPPLIES.COM
V001716 TURNOUT MAINTENANCE COMPANY LLC
V000930 CRISTANDO HOUSE INC
V000864 CHEMEX INDUSTRIES INC.
V000688 ALL CITY MANAGEMENT SERVICES INC
V000861 CHARTER COMMUNICATIONS
FY 25-26 Shredding Services - March 2026
4/1-6/30 800 MHz Cost Share Allocation
Spectrum Acct 189952201
AT&T Charges March 12- April 11 2026
January Livescan Processing
Acct 990643611 - Devices & Data
Office Supplies
Turnout Cleaning and Repair for Sundahl
Tuition for Gomez, Torres, Romero for Civilian Police Leadership Graffiti Remover
3/29-4/11 Crossing Guard Services
Spectrum Acct 189080101
V000815 CALIFORNIA BUILDING STANDARDS COMMISSIOI CBSC Fees for January, February, March 2026 V000005 ALEXANDER DIAZ
V002184 ULTIMATE TRAINING MUNITIONS INC
V001740 VERIZON WIRELESS
V001445 PEST OPTIONS INC
V002200 NICHOLS CONSULTING
V000953 DEPARTMENT OF CONSERVATION
V000638 T -MOBILE
V001558 SC FUELS
V000835 Vulcan Materials Co
V000638 T -MOBILE
V001663 THE BEE MAN
V001754 WAXIE SANITARY SUPPLY
V001780 YORBA REGIONAL ANIMAL HOSPITAL
V001125 HDL COREN & CONE
V002199 AARON FORD OF LAKE ELSINORE
Total
Let's Dance April 2026
Training Munitions
Acct 572549101-00001
Pest Control - Champions
SB 90 State Mandated Cost Claim Prep
Strong Motion Fees January -March 2026 /5% City Issuance Fee 3/21-4/20 PD Phone Services
Fuel Purchases: 03/15/26 - 03/31/26
Paving Materials
Search Warrant TDOA
Bee Removal at Golden Rod Park
Sanitary Supplies for City Facilities
K9 Medical Services - Enzo
APR - JUN 2026
Public Works Maintenance Van
Amount Document Number Date
96.90 137548 4/30/2026
441.50 137547 4/30/2026
1,514.58 137546 4/30/2026
999.00 137545 4/30/2026
150.00 137544 4/30/2026
31,002.50 137543 4/30/2026
325.16 137542 4/30/2026
86.47 137541 4/30/2026
12,697.65 137540 4/30/2026
924.00 137539 4/30/2026
2,709.53 137538 4/30/2026
31,199.10 137537 4/30/2026
5,628.93 137536 4/30/2026
6,796.99 137535 4/30/2026
569.00 137534 4/30/2026
2,677.34 137533 4/30/2026
77.84 137532 4/30/2026
1,022.75 137531 4/30/2026
720.00 137530 4/30/2026
597.44 137529 4/30/2026
2,930.40 137528 4/30/2026
1,185.36 137527 4/30/2026
529.20 137526 4/30/2026
400.00 137525 4/30/2026
3,898.44 137524 4/30/2026
1,859.17 137523 4/30/2026
230.00 137522 4/30/2026
4,400.00 137521 4/30/2026
1,019.33 137520 4/30/2026
3,481.20 137519 4/30/2026
36,543.40 137518 4/30/2026
860.08 137517 4/30/2026
50.00 137516 4/30/2026
245.00 137515 4/30/2026
2,304.32 137514 4/30/2026
124.99 137513 4/30/2026
4,184.21 137512 4/23/2026
37,107.35 137511 4/28/2026
201,589.13
16 City of Placentia
ACH/EFT Register 04/30/2026
Vendor Date '
V000636 SOUTHERN CALIFORNIA EDISON 4/30/2026 SoCal Edison Charges - March 2026 V000476 ROMERO MARYIRENE
V000468 RODRIGUEZ SARAH
V000448 REVARD TAYLOR
V001140 MYERS & SONS HI -WAY SAFETY INC
V002198 JOSHUA N SEPULVEDA
V000064 JOSHUA CONTRERAS
V000210 GRIFFITH CHELSIE
V000196 GOMEZ ROSIE
V000885 CIVIC PLUS
V000549 TORRES CAROLINA
V000943 DATA TICKET INC.
V000934 CSG CONSULTANTS INC
V000794 BRENNAN FIRE AND SECURITIES INC
V000751 B & M LAWN & GARDEN CENTER
V000902 COMLOCK
V001796 JOHN L HUNTER & ASSOCIATES
V000063 JOSEPH CONNELL
V001559 SCA OF CA LLC
V001486 PRUDENTIAL OVERALL SUPPLY
V000417 PERRY BRIAN
V001104 GRANICUS INC. 4/30/2026 Peak Agenda and Live Cast V002042 EMERGENCY AMBULANCE SERVICE, IN( 4/30/2026 ALS - May 2026 V000766 BEAR ELECTRICAL SOLUTIONS INC 4/30/2026 Traffic Signal Repair - Oct 2025 V002148 CO BROTHERS LLC 4/30/2026 Old Town Facade Improvement Project - Pay App 4 Total
Memo
4/30/2026 Reimbursement for Meals and Mileage
4/30/2026 Meal and Mileage reimbursement for EVOC training 4/30/2026 Meal reimbursement for ICI Officer Involved Shooting and In Custody Death Investigations 4/30/2026 Street Supplies - Streets supplies
4/30/2026 Meal and Mileage reimbursement for EVOC training 4/30/2026 reimbursement for gas due to gas card not working 4/30/2026 Meal and Mileage Reimbursement for Civilian Leadership 4/30/2026 Meal and Mileage reimbursement for Civilian Police Leadership training 4/30/2026 Website Redesign Features
4/30/2026 Meal and Mileage reimbursement for Civilian Police Leadership 4/30/2026 March 2026 Code Enforcement Citation Processing 4/30/2026 March 2026 On -Call Building Contract Services - Personnel Charges 4/30/2026 Fire & Security Alarm Monitoring
4/30/2026 Battery Pack 36v 7.8Ah
4/30/2026 Park Facility Door Repairs and Keys
4/29/2026 NPDES Consulting Services - Dec 2025
4/30/2026 Reimbursement for Meals for 2026 CIRA training 4/30/2026 FY 25-26: Street Sweeping Services - March 2026 4/30/2026 'Uniform Laundry Service: April 08, 2026
4/30/2026 Reimbursement for meals for 2026 CIRA training Total ACH
Total EFT
Payroll PR#2601009
nount
3,836.56
00000109/2 136.98
00000109/3 623.00
00000109/4 225.00
00000109/5 1,784.32
00000109/6 634.95
00000109/7 116.26
00000109/8 112.04
00000109/9 136.98
00000109/10 526.00
00000109/11 91.98
00000109/12 2,576.22
00000109/13 7,200.00
00000109/14 1,347.00
00000109/15 553.38
00000109/16 79.74
00000109/1 993.50
00000109/17 131.00
00000109/18 14,608.00
00000109/19 678.41
00000109/20 131.00
00000109/21 33,711.95
00000109/22 61,666.67
00000109/23 31,610.26
00000109/24 26,485.45
189,996.65
3,836.56
186,160.09
672,742.38
862,739.03
EFT Status
ACH - Paid Online
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
17 City of Placentia
Check Register 05/11/2026
- . Name . Memo Mount Document Number Date
V001301 MCFADDEN-DALE HARDWARE CO. 1x1/8 Thick Strip, 14 x 1 1/4 HEX SDS Z. 400E Eraser Pad, Smart Eraser Pad 120.59 137582 5/7/2026 V001346 NAPA AUTO PARTS Fleet Repair Supplies 14.66 137581 5/7/2026 V001346 NAPA AUTO PARTS Fleet Repair Supplies 65.13 137580 5/7/2026 V002013 SELMAN & COMPANY LLC Ward Smith - Life Policy Coverage for May 2026 5.00 137579 5/7/2026 V001468 POWERSTRIDE BATTERY CO INC Fleet Repair Supplies - Battery 429.66 137578 5/7/2026 V000872 CITY OF ANAHEIM Traffic Signal Costs - 03/17/26 - 04/16/26 75.48 137577 5/7/2026 V000304 HUMBERTO LOPEZ Pesticide Training for City of Placentia 800.00 137576 5/7/2026 V001007 EMPLOYMENT DEVELOPMENT DEPT Unemployment Insurance Benefit Charge for period 1/1/2026 to 3/31/2026 4,750.00 137575 5/7/2026 V002018 BURNETT PRINTING AND GRAPHICS Spring Quarterly Brochures 1,318.69 137574 5/7/2026 V000937 CT&T CONCRETE PAVING INC Golden Ave Bridge Replacement Project; City Project 1801 - Pay App 2 899,119.52 137573 5/7/2026 V002053 COUNTY OF ORANGE -CASHIERING Atwood Trail and Golden Ave Bridge Permit 1,187.19 137572 5/7/2026 V001318 MIKE RAAHAUGES SHOOTING ENTERPRISE 4/13 Pistol Range Usage - SWAT 125.00 137571 5/7/2026 V002207 RAUL GONZALEZ REFUND of Development Impact Fees (DIFs) for 1644 Atwood Ave. 10,156.32 137570 5/7/2026 V002018 BURNETT PRINTING AND GRAPHICS Winter Quarterly Brochures 1,302.38 137569 5/7/2026 V000800 BUCKNAM INFRASTRUCTURE GROUP INC PMP Assessment FY 25-26: March 2026 4,577.50 137568 5/7/2026 V001188 JACOB GREEN & ASSOCIATES INC Facilitation Services -Team Building 11,272.74 137567 5/7/2026 V001800 ROY ALLAN SLURRY SEAL INC FY 23-24 Residential Slurry Seal - Retention 2 of 2 56,254.17 137566 5/7/2026 V001558 SC FUELS Fuel Purchases 18,229.36 137565 5/7/2026 V001169 INSIGHT PUBLIC SECTOR INC PSB Desk Printers 3,802.23 137564 5/7/2026 V001643 SVA ARCHITECTS INC. on -call architectural and engineering services - Feb 28, 2026 5,245.00 137563 5/7/2026 V001812 TEMPORARY STAFFING PROFESSIONALS INC Contract Temp for IT, Desktop Support Analyst 2,079.00 137562 5/7/2026 V001810 FIRST AMERICAN DATA TREE LLC April 2026 Bulk Data Solution 566.67 137561 5/7/2026 V001396 ORANGE COUNTY EMPLOYEES ASSN OCEA PE04/25/26 PD05/01/26 600.00 137560 5/7/2026 V001732 US BANK PARS #6746022400 PARS PE04/25/26 PD05/01/26 3,327.14 137559 5/7/2026 V001434 PCEA C/O NORTH ORANGE CO PCEA PE04/25/26 PD05/01/26 51.84 137558 5/7/2026 V001067 FRANCHISE TAX BOARD FTB PE04/25/26 PD05/01/26 326.58 137557 5/7/2026 V001075 GALLS LLC Uniform Alteration - D. Muro 228.41 137556 5/7/2026 V002121 ICON SIGNS Deposit for raceway for Mi Casita Sign 1,589.98 137555 5/7/2026 V001301 MCFADDEN-DALE HARDWARE CO. G-4 Mack Gasket, 1 x 3/4 Urinal Spud, 10 PC Power Bit 2 IN, 1/4 to 1/2 Nutsetter 5pc, 10.2 oz Marine Go 98.35 137554 5/7/2026 V001443 PERIMETER PROTECTION AND SURVEILLANCE SYSTEMS IN Cameras Video Monitoring - Monthly 2,880.00 137553 5/7/2026 V001588 SITEONE LANDSCAPE SUPPLY LLC FY 25-26: Irrigation Supplies 622.70 137552 5/7/2026 V001634 SUBURBAN PROPANE Propane Items 31.93 137551 5/7/2026 V001812 TEMPORARY STAFFING PROFESSIONALS INC Contract Temp for IT, Desktop Support Analyst 3,850.80 137550 5/7/2026 V000835 Vulcan Materials Co Paving Materials 471.89 137549 5/7/2026 Total 1,035,575.91
18 City of Placentia
ACH/EFT Register 05/07/2006
Vendor
V000829 CALIFORNIA PUBLIC EMPLOYEE'S RETIREMENT SYSTEM
V000831 CALIFORNIA STATE DISBURSEMENT UNIT
V001007 EMPLOYMENT DEVELOPMENT DEPT
V001325 MISSION SQUARE
V001593 SO CAL GAS
V001173 INTERNAL REVENUE SERVICE
V001752 WASHINGTON STATE DEPARTMENT OF SOCIAL AND HEALTH SERVICE 5/7/2026 CHILD SUPP-WA PE04/25/26 PD05/01/26 V001779 YORBA LINDA WATER DISTRICT
E000097 ROBERT D'AMATO
E000185 KITTY GARNER
E000256 ROBERT JONES
E000301 CORINNE LOOMIS
E000399 GEORGE PALMER GEORGE
E000452 MATTHEW REYNOLDS
E000480 RICHARD D ROSE
E000033 DONALD BUNNELL
E000051 JAY SCOTT AUDISS
E000413 ROBERT PEREZ
E000184 JO ANN GARNER
E000126 Aldwir Mamoun
E000019 CAROLYN DAVIS
E000423 MATEO PINEDA
E000254 ROBERT JENKINS
E000152 ROSALINDA ESPINOZA
E000346 JAMES MILANO
E000249 SUZETTE IRVINE
E000137 CAROL DOWNEY
E000456 AIDA RIVERA
E000372 JOSEPH D NAJERA
E000445 KIM R REDIFER
E000213 DENNIS L GRIMM
E000389 ARLENE J OLEA
E000150 LILLIAN ESCOBOSA
E000059 JOHN T ARMSTRONG
E000020 CHARLES A BABCOCK
E000272 RICHARD L KIRKLAND
E000049 JAMIE DELOS SANTOS
E000101 SHARLENE BEALS
E000172 GLENN H FULLER
E000453 RUSSELL J RICE
E000259 TERRELL JUDD
E000171 JUERGEN FRICKE
E000258 JANET JUAREZ
E000348 RICHARD MILLER
E000014 ARTHUR BURGNER
E000310 B J LOWREY
E000458 MICHAEL ROACH
E000404 RAYNALD PASCUA
E000008 ANDREW DEAN
E000093 PRESTON DAVID
E000255 SHARON JOHNSON
E000403 RICHARD PASCARELLA
E000143 NORMAN ECKENRODE
Date
5/7/2026 CALPERS PE04/11/26 PD04/17/26
5/7/2026 CHILD SUPP-CA PE04/25/26 PD05/01/26
5/7/2026 CA TAX PE04/25/26 PD05/01/26
5/7/2026 401A MGMT PE04/25/26 PD 05/01/26
5/7/2026 So Cal Gas Charges March - April 2026
5/7/2026 FED TAX PE04/25/26 PD05/01/26
5/7/2026 Yorba Linda Water District Charges - March to April 2026 5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
5/1/2026 RETIREE MAY 2026
Document Number Amount
155,281.22
1,954.70
47,589.42
55,110.30
67.64 143,603.11
737.07
2,460.68
00000106/1 180.39
00000106/2 522.78
00000106/3 319.29
00000106/4 560.00
00000106/5 1,160.00
00000106/6 854.32
00000106/7 180.39
00000106/8 522.78
00000106/9 2,593.00
00000106/10 180.39
00000106/11 180.39
00000106/12 865.44
00000106/13 180.39
00000106/14 522.78
00000106/15 1,169.00
00000106/16 560.00
00000106/17 522.78
00000106/18 503.50
00000106/19 522.78
00000106/20 180.39
00000106/21 560.00
00000106/22 1,160.00
00000106/23 435.00
00000106/24 522.78
00000106/25 503.50
00000106/26 1,132.00
00000106/27 435.00
00000106/28 180.39
00000106/29 264.31
00000106/30 180.39
00000106/31 1,160.00
00000106/32 1,380.00
00000106/33 522.78
00000106/34 1,160.00
00000106/35 180.39
00000106/36 1,160.00
00000106/37 522.78
00000106/38 435.00
00000106/39 1,093.90
00000106/40 1,715.00
00000106/41 1,810.00
00000106/42 522.78
00000106/43 180.39
00000106/44 2,410.60
00000106/45 522.78
EFT Status
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
ACH - Paid Online
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
19 City of Placentia
ACH/EFT Register 05/07/2006
E000449 ROGER T REYES
E000096 ROBERT CHANG
E000080 MARLA ANDERSON
E000098 ROBERTA JO DICKSON
E000004 ALBERT BERMUDEZ
E000320 MICHAEL L MAERTZWEILER
E000299 DIANE M LITTLE
E000426 STEPHEN PISCHEL
E000085 MICHAEL BUSSE
E000173 KAREN GALLANT
E000336 JAMES MCELHINNEY
E000349 SCOTT MILLSAP
E000013 ARLENE M COOK
E000420 WALTER PICHON
E000039 GEOFFREY COBBETT
E000239 KATHERINE HOLTSCLAW
E000058 JOHN P CHANDLER
E000431 ERIC POINT
E000459 SANDRA ROBB
E000597 LARRY M WORDEN
E000529 JEFFREY STEPHEN
E000590 STEPHEN WIEST
E000525 WARD SMITH
E002112 JOEL H CARDENAS
E000492 LEE R SALE
E000542 DARYLL L THOMANN
E000538 LINDA TAYLOR
E000537 DAVID M TAYLOR
E000485 ARNULFO RUIZ
E000584 KATHLEEN A WAHL
E000558 WILLIAM TRIFOS
E000528 GARY A SPRAGUE
E000565 THOMAS VALENTINE
E000577 WILLIAM VERSTYNEN
E002062 Joseph W Higgins
E000527 PHILIP J SOTO
E000614 JOHN ZINN
E000505 BEVERLY SCHLIEDER
E000601 BRIAN YAMAGUCHI
V000656 ADMINSURE INC
V000697 ALTA PLANNING + DESIGN INC
V000622 AMAZON CAPITAL SERVICES
V000725 ARAMARK REFRESHMENT SERVICES
V000696 ALTA LANGUAGE SERVICES INC
V000766 BEAR ELECTRICAL SOLUTIONS INC
V001798 BRIGHTVIEW LANDSCAPE SERVICES INC
V000950 DELL MARKETING L.P.
V000564 FABIAN VALDEZ
V001086 GLASBY MAINT. SUPPLY CO.
V001203 JONES & MAYER
V002208 MARJORIE E MCCOY
V000233 MATT HERREN
V000228 MEGAN HEREDIA
V001453 PLACENTIA FIREFIGHTERS ASSOCIATION
5/1/2026 RETIREE MAY 2026 00000106/46
5/1/2026 RETIREE MAY 2026 00000106/47
5/1/2026 RETIREE MAY 2026 00000106/48
5/1/2026 RETIREE MAY 2026 00000106/49
5/1/2026 RETIREE MAY 2026 00000106/50
5/1/2026 RETIREE MAY 2026 00000106/51
5/1/2026 RETIREE MAY 2026 00000106/52
5/1/2026 RETIREE MAY 2026 00000106/53
5/1/2026 RETIREE MAY 2026 00000106/54
5/1/2026 RETIREE MAY 2026 00000106/55
5/1/2026 RETIREE MAY 2026 00000106/56
5/1/2026 RETIREE MAY 2026 00000106/57
5/1/2026 RETIREE MAY 2026 00000106/58
5/1/2026 RETIREE MAY 2026 00000106/59
5/1/2026 RETIREE MAY 2026 00000106/60
5/1/2026 RETIREE MAY 2026 00000106/61
5/1/2026 RETIREE MAY 2026 00000106/62
5/1/2026 RETIREE MAY 2026 00000106/63
5/1/2026 RETIREE MAY 2026 00000106/64
5/1/2026 RETIREE MAY 2026 00000106/65
5/1/2026 RETIREE MAY 2026 00000106/66
5/1/2026 RETIREE MAY 2026 00000106/67
5/1/2026 RETIREE MAY 2026 00000106/68
5/1/2026 RETIREE MAY 2026 00000106/69
5/1/2026 RETIREE MAY 2026 00000106/70
5/1/2026 RETIREE MAY 2026 00000106/71
5/1/2026 RETIREE MAY 2026 00000106/72
5/1/2026 RETIREE MAY 2026 00000106/73
5/1/2026 RETIREE MAY 2026 00000106/74
5/1/2026 RETIREE MAY 2026 00000106/75
5/1/2026 RETIREE MAY 2026 00000106/76
5/1/2026 RETIREE MAY 2026 00000106/77
5/1/2026 RETIREE MAY 2026 00000106/78
5/1/2026 RETIREE MAY 2026 00000106/79
5/1/2026 RETIREE MAY 2026 00000106/80
5/1/2026 RETIREE MAY 2026 00000106/81
5/1/2026 RETIREE MAY 2026 00000106/82
5/1/2026 RETIREE MAY 2026 00000106/83
5/1/2026 RETIREE MAY 2026 00000106/84
5/7/2026 MARCH - WC ADMIN 00000111/1
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5/7/2026 COMMON AREA SUPPLIES 00000111/4
5/7/2026 April 2026 Listening & Speaking Test 00000111/5 5/7/2026 Feb 2026 Response 00000111/6
5/7/2026 Park Landscaping Services - May 2026 00000111/7 5/7/2026 PC Upgrades 00000111/8
5/7/2026 Meal reimbursement for Arrest & Control training 00000111/9 5/7/2026 FY 25-26 Janitorial Services 00000111/10
5/7/2026 Professional Legal Services 00000111/11
5/7/2026 Table Decorations for Public Service Recognition Week - Hawaiiai 00000111/12 5/7/2026 reimbursement for Sherman Block SLI session 8 00000111/13 5/7/2026 TUITION REIMBURSEMENT - #25.26-07 00000111/14
5/7/2026 PFFA PE04/25/26 PD05/01/26 00000111/15
522.78
1,277.00
522.78
180.39
560.00
522.78
437.00
1,391.85
842.15
522.78
983.70
2,410.60
522.78
437.00
522.78
560.00
1,586.00
2,163.60
180.39
377.43
522.78
522.78
405.15
1,282.00
522.78
1,169.00
560.00
573.00
1,282.00
180.39
1,160.00
1,160.00
2,163.60
180.39
560.00
522.78
560.00
865.44
1,093.90
5,428.00
143,471.75
903.70
2,461.15
58.00 4,107.00
31,824.51
1,949.88
45.00 2,383.37
81,433.02
25.43 291.06
506.25
1,575.00
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
EFT Payment
20 City of Placentia
ACH/EFT Register 05/07/2006
V001457 PLACENTIA POLICE MANAGEMENT
V001458 PLACENTIA POLICE OFFICERS ASSOCIATION
V001486 PRUDENTIAL OVERALL SUPPLY
V001527 RING CENTRAL INC
V001694 TOWNSEND PUBLIC AFFAIRS INC.
V001805 ORACLE AMERICA INC
V001486 PRUDENTIAL OVERALL SUPPLY
V000641 WELLS FARGO VENDOR FIN SERV
V002205 ZACHARY MICHELSON
Total
5/7/2026 PPMA PE04/25/26 PD05/01/26
5/7/2026 PPOA PE04/25/26 PD05/01/26
5/7/2026 Uniform and Laundry Services
5/7/2026 City Telephone Contract - Subscription
5/7/2026 To provide legislative advocacy and grant funding services. 5/7/2026 Financials ERP Software System
5/7/2026 Uniform and Laundry Services
5/7/2026 Kyocera Printer Lease Customer # 3691949048
5/7/2026 Employee reimbursement for supplies
Total ACH
Total EFT
Total
00000111/16
00000111/17
00000111/18
00000111/19
00000111/20
00000111/21
00000111/22
00000111/23
00000111/24
1,216.74 EFT Payment
3,012.15 EFT Payment
168.45 EFT Payment
7,869.33 EFT Payment
6,500.00 EFT Payment
756.00 EFT Payment
167.03 EFT Payment
20,730.23 EFT Payment
215.84 EFT Payment
788,143.37
406,804.14
381,339.23
788,143.37
21 Agenda Item No: 1.d
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Frank Garza
From: Police Department
Subject:
SECOND READING AND ADOPTION OF ORDINANCE NO. O-2026-07, AN ORDINANCE
OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING TO PLACENTIA MUNICIPAL CODE CHAPTER 13.77 (ELECTRIC BICYCLES AND ELECTRIC MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND TRAFFIC)
Financial Impact:
None.
Summary:
The proposed ordinance adds Chapter 13.77 to the Placentia Municipal Code to regulate the operation of electric bicycles (e -bikes) and other electric mobility devices within the City. The ordinance is intended to address increasing safety concerns related to the growing use of these devices, particularly in parks, school zones, sidewalks, and commercial areas. The ordinance provides clear definitions, establishes operational rules, sets speed limits, designates permissible areas of use, and outlines enforcement mechanisms, including the potential seizure and release requirements.
After the first reading and after review, amendments were made to the ordinance regarding specific verbiage as it pertains to electric scooters.
Recommended Action:
It is recommended that the City Council:
Waive full reading, by title only, and adopt Ordinance No. O-2026-07, an Ordinance of the City Council of the City of Placentia, California, adding Chapter 13.77 (Electric Bicycles and Electric Mobility Devices) to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code.
Strategic Plan Statement:
This item conforms to Strategic Plan Goal No. 2: Public Safety, to provide a safe, family - friendly environment through proactive policing, efficient fire and emergency medical services, disaster preparedness, and strong community partnerships that protect residents, businesses and visitors.
Discussion:
The use of electric bicycles (e -bikes) and other electric mobility devices has increased significantly throughout the City, providing transportation and recreational benefits while also 22 creating safety concerns related to speed, unsafe riding behavior, and conflicts with pedestrians and motorists.
The proposed ordinance would establish clear, locally enforceable regulations governing the operation of electric mobility devices within the City, including operational requirements, speed limits, permitted areas of operation, helmet requirements, and prohibitions on unsafe riding behavior. The ordinance also clarifies regulations related to electric scooters and different classes of e -bikes.
Additionally, the ordinance includes enforcement provisions, administrative citations, and limited seizure authority involving minors operating devices in an unsafe manner. The proposed regulations are intended to improve public safety while remaining consistent with applicable California Vehicle Code provisions.
Following review and public discussion of the proposed Electric Bicycles and Electric Mobility Devices Ordinance, revisions were made to further clarify the applicability of the ordinance to electric scooters and other electric mobility devices in addition to electric bicycles.
The updated language adds a specific definition for "electric scooter," consistent with California Vehicle Code terminology, and revises the definition of "electric mobility device" to expressly include motorized and electric scooters.
Additional revisions clarify where electric scooters may operate within the City. The ordinance now specifies that electric scooters must comply with applicable California Vehicle Code requirements when operated on roadways and sidewalks, and expressly prohibits electric scooters on City -owned recreational trails and multi -use paths unless otherwise authorized by posted signage.
The revised ordinance also expands enforcement provisions involving minors by extending seizure authority from electric bicycles only to all electric mobility devices, including electric scooters, when operated in a manner that creates an immediate or substantial public safety risk.
These revisions are intended to provide clearer operational standards, improve enforceability, and ensure electric scooters are regulated consistently with other electric mobility devices throughout the City.
Financial Summary:
The adoption of this Ordinance has no fiscal impact on the City of Placentia.
Attachments
Ordinance No. O-2026-07 - E -Bike Redline Changes
E -Bike Ordinance_Redlines.pdf
23 ORDINANCE NO. O-2026-07
AN ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING A NEW CHAPTER 13.77 (ELECTRIC BICYCLES AND ELECTRIC
MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND TRAFFIC) OF THE
PLACENTIA MUNICIPAL CODE REGARDING THE OPERATION OF
ELECTRIC MOBILITY DEVICES IN THE CITY OF PLACENTIA
City Attorney's Summary
This Ordinance would result in an amendment to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code by adding Chapter 13.77 (Electric Bicycles and Electric Mobility Devices). This Chapter imposes regulations on the operation of electric mobility devices within the City of Placentia, including electric bicycles, motorized scooters, electric skateboards, and other electrically powered transportation devices, to promote the safe operation of such devices within the City and to protect the public health, safety and welfare.
WHEREAS, the use of electric bicycles and other electric mobility devices has increased significantly throughout the City of Placentia; and WHEREAS, electric bicycles provide transportation, recreation, and environmental benefits; however, their increasing speed capability and expanded use in pedestrian areas have created safety concerns for residents, pedestrians, and motorists; and WHEREAS, the City of Placentia contains numerous public parks, school zones, and commercial areas where the unsafe operation of electric bicycles poses heightened safety risks; and
WHEREAS, California law authorizes local agencies to regulate the operation of electric bicycles within their jurisdiction; and
WHEREAS, the purpose of this Ordinance is to promote the safe operation of electric mobility devices, reduce injuries and collisions, and provide clear and enforceable regulations consistent with state law; and
WHEREAS, the City Council of the City of Placentia desires to establish reasonable regulations governing the operation of electric mobility devices within the City to promote public health, safety and welfare.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Chapter 13.77 is hereby added to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code to be read as follows:
Ordinance No. O-2026-07
24 Chapter 13.77 Electric Bicycles and Electric Mobility Devices §13.77.010 Definitions
§13.77.020 General operation
§13.77.030 Areas of operation
§ 13.77.040 Designation of areas of operation
§13.77.050 Parking
§13.77.060 Removal, seizure, and release of electric bicycles operated by minors §13.77.070 Responsibility of parent
§13.77.080 Violations and enforcement
§13.77.090 Exemptions
§13.77.100 Severability
§13.77.010 Definitions
As used in this chapter, the following terms and words shall have the following meanings:
"Class 1 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(1) and means an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, that is not capable of exclusively propelling the bicycle, and that ceases to provide assistance when the bicycle reaches the speed of 20 miles per hour.
"Class 2 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(2) and means an electric bicycle equipped with a motor that may be used exclusively to propel the bicycle, and that is not capable of providing assistance when the bicycle reaches the speed of 20 miles per hour.
"Class 3 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(3) and means an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, that is not capable of exclusively propelling the bicycle, that ceases to provide assistance when the bicycle reaches the speed of 28 miles per hour, and that is equipped with a speedometer.
"Electric bicycle" or "e -bike" shall have the meaning as defined in California Vehicle Code section 312.5 as it may be amended from time to time. "Electric mobility device" means electric bicycles, motorized or electric scooters, electric skateboards, and other electrically powered transportation devices intended for individual transportation.
"Electric scooter" means any two -wheeled device that has handlebars, has either a floorboard that is designed to be stood upon when riding or a seat and footrests in place of the floorboard, and is powered by an electric motor. This device may also be designed to be powered by human propulsion.
"Operator" means any person who operates or controls an electric mobility device.
Ordinance No. O-2026-07
25 "Public area" means any outdoor area that is open to members of the public for public use, whether owned or operated by the city or a private party. "Rider" means a traveler riding in or on a regulated mobility device who is not operating it.
"Unsafe Operation" means the operation of an electric mobility device in a manner that demonstrates willful or wanton disregard for the safety of persons or property, including but not limited to stunt riding, racing, or reckless maneuvering. §13.77.020 General operation.
It shall be unlawful for any person to ride or operate an electric mobility device unless the operation complies with the following provisions:
(1) Basic Operation. Any person operating an Electric Mobility Device shall, at a minimum:
(a) Comply with all applicable provisions of the California Vehicle Code. (b) Exercise due care and operate at a safe speed appropriate for existing conditions.
(c) Operate an electric mobility device in safe manner. (d) Not transport passengers unless the device is specifically designed and equipped for passenger use.
(e) Yield the right-of-way to pedestrians at all times. (f) Exercise due care by taking all other necessary actions relating to operation of the regulated mobility device to safeguard the operator, passengers, and any other persons, vehicles, or devices in the immediate area. (2) Unsafe Manner. No person shall ride or operate an electric mobility device in an unsafe manner. "Unsafe manner" shall mean operating an electric mobility device in a manner that demonstrates willful or wanton disregard for the safety of persons or property, including but not limited to:
(a) Performing stunts such as wheelies, racing, or reckless maneuvering. (b) Operating in violation of any provision of the Placentia Municipal Code, California Vehicle Code, or any other existing law.
(c) Operating against the direction of traffic on any street, roadway, highway, or bicycle lane.
(d) Operating under the influence of drugs or alcohol.
Ordinance No. O-2026-07
26 (e) Operating at a speed greater than is reasonable and prudent for existing conditions, taking into account weather, pedestrian and vehicular traffic, and the surface and width of the bicycle or pedestrian facility. (f) Failing to yield to the right-of-way of pedestrians or vehicles. (g) Failing to obey posted signs.
(h) Carrying any package, bundle or item that prevents the operator from maintaining full control and forward visibility.
(i) Riding without a properly fitted and fastened helmet, if under 18 years of age.
(j) Riding a Class 3 electric bicycle without a properly fitted and fastened helmet, regardless of age.
(k) Passing another pedestrian, vehicle, or regulated mobility device in an unsafe manner, including failing to provide a reasonable and prudent lateral distance, passing at an unsafe speed, or passing in a way that endangers or interferes with the safe movement of the person or device being overtaken.
(I) Transporting any other person upon the bar, handlebars, floorboard or other area of an electric mobility device not designed for passenger riding or transport any other person on an electric mobility device designed for a single rider.
Clinging to or attaching oneself or one's electric mobility device with an operator or rider
(m)
(3) Compliance with Safety Standards. An electric mobility device shall meet the following criteria:
(a) Comply with federal and state manufacturing and safety standards. (b) Display required manufacturer classification labeling. (c) Contain operable pedals as required by law.
(d) Not be modified in a manner that allows the device to exceed lawful speed or motor power limitations.
(4) Parking and Storage. No person shall park or store an electric mobility device in a manner that:
(a) Obstructs pedestrian travel.
(b) Obstructs access required by the Americans with Disabilities Act. (c) Blocks bicycle lanes or public rights of way.
Ordinance No. O-2026-07
27 (5) Helmet Requirement. All operators and passengers under eighteen (18) years of age shall wear a properly fitted and fastened helmet while operating or riding an electric mobility device.
(6) Speed Regulations. Operators shall comply with all posted speed limits and operate at a speed that is reasonable and prudent under existing conditions. In addition:
(a) An operator shall not operate at a speed greater than 25 miles per hour on public property unless otherwise authorized by law.
(b) An operator shall not operate at a speed greater than 15 miles per hour on any paved trail or park pathway.
(c) Operation within marked school zones during school hours shall not exceed 10 miles per hour unless otherwise posted.
(7) Passenger Restrictions. No operator shall transport a passenger unless the device is designed and equipped for passenger use, and the passenger is seated upon a seat securely attached to the device.
(8) Regulation of Class 3 Electric Bicycles.
(a) No person under sixteen (16) years of age shall operate a Class 3 electric bicycle.
(b) All operators and passengers of a Class 3 electric bicycle shall wear a property fitted and fastened helmet, regardless of age. §13.77.030 Areas of operation
(1) Roadways.
(a) Class 1 electric bicycles and Class 2 electric bicycles may be operated on public roadways, bicycle lanes, bicycle routes, and separated bikeways. (b) Class 3 electric bicycles may be operated on public roadways and bicycle lanes immediately adjacent to roadways.
(c) Electric scooters shall follow all applicable California Vehicle Code regulations when operating on a roadway.
(2) Multi -use trails and recreational paths.
(a) Class 3 electric bicycles and electric scooters are prohibited on City -owned or maintained recreational trails and multi -use paths unless authorized by posted signage.
(b) Class 1 electric bicycles and Class 2 electric bicycles shall not exceed 15 miles per hour on multi -use trails or park pathways.
Ordinance No. O-2026-07
28 (c) All operators shall yield to pedestrians, equestrians, and non -motorized trail users
(3) Sidewalks.
(a) Operation of electric mobility devices on sidewalks within designated business districts is prohibited.
(b) Outside designated business districts, electric bicycles may be operated on sidewalks as follows:
(i) Designated as City bike routes or bike paths.
(ii) Adjacent to Kraemer Boulevard between Madison Avenue and Fairway Lane.
(iii) In residential areas only when ridden by persons under twelve (12) years of age.
(c) Electric scooters shall follow all applicable California Vehicle Code regulations in connection with operation on a sidewalk. (4) School Zones. Operation of electric mobility devices within marked school zones during school hours shall not exceed 10 miles per hour unless otherwise posted. (5) Prohibited Areas of Operation. No person shall operate an electric mobility device in or upon:
(a) Athletic fields or sports courts.
(b) Landscaped park areas or unpaved park property.
(c) Drainage channels or flood control facilities
(d) Class 3 electric bicycles are prohibited on City -owned or maintained recreational trails and multi -use paths unless posted as authorized. (e) Areas posted as restricted by the City.
§ 13.77.040 Designation of areas of operation
The City Traffic Engineer or designee is authorized to:
(1) Establish restricted zones for electric mobility device operation. (2) Install regulatory signage or markings giving notice of such prohibitions. (3)
Establish reduced speed limits for electric mobility devices in parks, on trails, and in areas frequented by pedestrians.
Ordinance No. O-2026-07
29 (4) Prohibit electric mobility device operation in designated business districts and near schools.
§ 13.77.050 Parking.
No person shall park or store an electric mobility device in a manner that:
(1) Obstructs pedestrian travel.
(2) Obstructs ADA access.
(3) Blocks bicycle lanes or public rights -of -way.
§ 13.77.060 Removal, seizure, and release of electric bicycles operated by minors. (1) In addition to any fines or penalties authorized by this Chapter, a police officer may seize any electric mobility device operated by a minor when the officer has probable cause to believe that the minor committed any violation of this Chapter and that the violation created an immediate or substantial risk to public safety. Violations that create an immediate or substantial risk to public safety may include:
(a) Reckless driving or exhibition of speed creating an immediate hazard to persons or property.
(b) Willful disregard for traffic control devices in active traffic, including but not limited to stop signs, traffic signals, or yield controls. (c) Unsafe group riding that obstructs traffic or creates a foreseeable collision risk, including conduct that interferes with the safe movement of vehicles or pedestrians.
(d) Operating in posted areas that prohibit electric mobility device operation when pedestrians are present.
Seizure shall not be authorized for minor technical equipment violations, lawful conduct that does not present an objectively articulable safety risk, or mere presence in a group absent unsafe conduct.
(2) Written notice of seizure and instructions for release procedures shall be provided to the minor and to the parent or legal guardian of the minor. (3) Conditions for release. An electric mobility device seized pursuant to this Chapter shall be released after a minimum of 48 hours, to the minor's parent or legal guardian.
No monetary payment or administrative penalty shall substitute for completion of these requirements.
Ordinance No. O-2026-07
30 § 13.77.070 Responsibility of parent.
The parent of any child, and the guardian of any ward, shall not authorize or knowingly permit any minor child or ward to violate any of the provisions of this Chapter and shall be responsible under this Chapter.
§ 13.77.080 Violations and enforcement.
(1) Violations of this Chapter are infractions unless otherwise provided for in this Chapter or by law. Violation of any provision of this Chapter shall be punishable by an administrative citation and fine, pursuant to the procedures outlined in Chapter 1.10 of this Code. Administrative fines shall be as set forth in § 1.10.030. (2) Operating an electric mobility device while under the influence of alcohol or drugs shall be punishable as a misdemeanor.
(3) In lieu of a fine or administrative citation as authorized by this Code or Chapter, and in lieu of filing charges in any court having jurisdiction over a violation, law enforcement officers may issue warnings, issue citations, refer juvenile offenders to diversion or education programs and impound devices when authorized by state law. § 13.77.090 Exceptions.
The requirements of this chapter shall not apply to:
(1) People with Disabilities. This Chapter is not intended to apply or otherwise restrict regulated mobility devices used in a safe manner by physically disabled persons as defined under the Americans with Disabilities Act (42 U.S.C. Sections 12101 et seq.) and section 36.311 of Title 28 of the Code of Federal Regulations. (2) Public Agency Personnel. Notwithstanding any other provision of this Chapter or any other section of this Code, City and public agency personnel may operate electric mobility devices or other vehicles at any place in the City in performance of their official duties.
§ 13.77.100 Exceptions.
If any portion of this chapter, or its application to particular persons or circumstances, is held to be invalid or unconstitutional by a final decision of a court of competent jurisdiction, the decision will not affect the validity of the remaining portions of this chapter or the application of this chapter to persons or circumstances not similarly situated.
SECTION 2. If any section, subsection, sentence, clause, or phrase of this Ordinance is held invalid, such decision shall not affect the validity of the remaining provisions of this Ordinance.
Ordinance No. O-2026-07
31 SECTION 3. This Ordinance shall take effect thirty (30) days following its adoption.
SECTION 4. The City Clerk shall certify to the adoption of this Ordinance and cause it to be published as required by law.
INTRODUCED at a regular meeting of the City Council of the City of Placentia held on the 5th day of May 2026.
PASSED, APPROVED, AND ADOPTED THIS 19th DAY OF MAY 2026 Chad P. Wanke, Mayor
ATTEST:
Robert S. McKinnell, City Clerk
STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Placentia held on the 5th day of May, 2026, and adopted at a regular meeting of the City Council of the City of Placentia, held on the 19th day of May, 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
ATTEST:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
Ordinance No. O-2026-07
32 ORDINANCE NO. O-2026-07
AN ORDINANCE OF THE CITY OF PLACENTIA, CALIFORNIA, ADDING A NEW CHAPTER 13.77 (ELECTRIC BICYCLES AND ELECTRIC
MOBILITY DEVICES) TO TITLE 13 (VEHICLES AND TRAFFIC) OF THE
PLACENTIA MUNICIPAL CODE REGARDING THE OPERATION OF
ELECTRIC MOBILITY DEVICES IN THE CITY OF PLACENTIA
City Attorney's Summary
This Ordinance would result in an amendment to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code by adding Chapter 13.77 (Electric Bicycles and Electric Mobility Devices). This Chapter imposes regulations on the operation of electric mobility devices within the City of Placentia, including electric bicycles, motorized scooters, electric skateboards, and other electrically powered transportation devices, to promote the safe operation of such devices within the City and to protect the public health, safety and welfare.
WHEREAS, the use of electric bicycles and other electric mobility devices has increased significantly throughout the City of Placentia; and WHEREAS, electric bicycles provide transportation, recreation, and environmental benefits; however, their increasing speed capability and expanded use in pedestrian areas have created safety concerns for residents, pedestrians, and motorists; and WHEREAS, the City of Placentia contains numerous public parks, school zones, and commercial areas where the unsafe operation of electric bicycles poses heightened safety risks; and
WHEREAS, California law authorizes local agencies to regulate the operation of electric bicycles within their jurisdiction; and
WHEREAS, the purpose of this Ordinance is to promote the safe operation of electric mobility devices, reduce injuries and collisions, and provide clear and enforceable regulations consistent with state law; and
WHEREAS, the City Council of the City of Placentia desires to establish reasonable regulations governing the operation of electric mobility devices within the City to promote public health, safety and welfare.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Chapter 13.77 is hereby added to Title 13 (Vehicles and Traffic) of the Placentia Municipal Code to be read as follows:
Ordinance No. O-2026-07
33 Chapter 13.77 Electric Bicycles and Electric Mobility Devices §13.77.010 Definitions
§13.77.020 General operation
§13.77.030 Areas of operation
§ 13.77.040 Designation of areas of operation
§13.77.050 Parking
§13.77.060 Removal, seizure, and release of electric bicycles operated by minors §13.77.070 Responsibility of parent
§13.77.080 Violations and enforcement
§13.77.090 Exemptions
§13.77.100 Severability
§13.77.010 Definitions
As used in this chapter, the following terms and words shall have the following meanings:
"Class 1 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(1) and means an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, that is not capable of exclusively propelling the bicycle, and that ceases to provide assistance when the bicycle reaches the speed of 20 miles per hour.
"Class 2 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(2) and means an electric bicycle equipped with a motor that may be used exclusively to propel the bicycle, and that is not capable of providing assistance when the bicycle reaches the speed of 20 miles per hour.
"Class 3 electric bicycle" has the same meaning as in California Vehicle Code § 312.5(a)(3) and means an electric bicycle equipped with a motor that provides assistance only when the rider is pedaling, that is not capable of exclusively propelling the bicycle, that ceases to provide assistance when the bicycle reaches the speed of 28 miles per hour, and that is equipped with a speedometer.
"Electric bicycle" or "e -bike" shall have the meaning as defined in California Vehicle Code section 312.5 as it may be amended from time to time. "Electric mobility device" means electric bicycles, motorized or electric scooters, electric skateboards, and other electrically powered transportation devices intended for individual transportation.
"Electric scooter" means any two -wheeled device that has handlebars, has either a floorboard that is designed to be stood upon when riding or a seat and footrests in place of the floorboard, and is powered by an electric motor. This device may also be designed to be powered by human propulsion.
"Operator" means any person who operates or controls an electric mobility device.
Ordinance No. O-2026-07
34 "Public area" means any outdoor area that is open to members of the public for public use, whether owned or operated by the city or a private party. "Rider" means a traveler riding in or on a regulated mobility device who is not operating it.
"Unsafe Operation" means the operation of an electric mobility device in a manner that demonstrates willful or wanton disregard for the safety of persons or property, including but not limited to stunt riding, racing, or reckless maneuvering. §13.77.020 General operation.
It shall be unlawful for any person to ride or operate an electric mobility device unless the operation complies with the following provisions:
(1) Basic Operation. Any person operating an Electric Mobility Device shall, at a minimum:
(a) Comply with all applicable provisions of the California Vehicle Code. (b) Exercise due care and operate at a safe speed appropriate for existing conditions.
(c) Operate an electric mobility device in safe manner. (d) Not transport passengers unless the device is specifically designed and equipped for passenger use.
(e) Yield the right-of-way to pedestrians at all times. (f) Exercise due care by taking all other necessary actions relating to operation of the regulated mobility device to safeguard the operator, passengers, and any other persons, vehicles, or devices in the immediate area. (2) Unsafe Manner. No person shall ride or operate an electric mobility device in an unsafe manner. "Unsafe manner" shall mean operating an electric mobility device in a manner that demonstrates willful or wanton disregard for the safety of persons or property, including but not limited to:
(a) Performing stunts such as wheelies, racing, or reckless maneuvering. (b) Operating in violation of any provision of the Placentia Municipal Code, California Vehicle Code, or any other existing law.
(c) Operating against the direction of traffic on any street, roadway, highway, or bicycle lane.
(d) Operating under the influence of drugs or alcohol.
Ordinance No. O-2026-07
35 (e) Operating at a speed greater than is reasonable and prudent for existing conditions, taking into account weather, pedestrian and vehicular traffic, and the surface and width of the bicycle or pedestrian facility.. - Failing to yield to the right-of-way of pedestrians or vehicles.
Failing to obey posted signs.
Carrying any package, bundle or item that prevents the operator from maintaining full control and forward visibility.
Riding without a properly fitted and fastened helmet, if under 18 years of age.
(f)
(g)
(h)
(I)
U)
Riding a Class 3 electric bicycle without a properly fitted and fastened helmet, regardless of age.
(k) Passing another pedestrian, vehicle, or regulated mobility device in an unsafe manner, including failing to provide a reasonable and prudent lateral distance, passing at an unsafe speed, or passing in a way that endangers or interferes with the safe movement of the person or device being overtaken.
(I)
(m)
Transporting any other person upon the bar, handlebars, floorboard or other area of an electric mobility device not designed for passenger riding or transport any other person on an electric mobility device designed for a single rider.
Clinging to or attaching oneself or one's electric mobility device with an operator or rider
(3) Compliance with Safety Standards. An electric mobility device shall meet the following criteria:
(a) Comply with federal and state manufacturing and safety standards. (b) Display required manufacturer classification labeling. (c) Contain operable pedals as required by law.
(d) Not be modified in a manner that allows the device to exceed lawful speed or motor power limitations.
(4) Parking and Storage. No person shall park or store an electric mobility device in a manner that:
(a) Obstructs pedestrian travel.
(b) Obstructs access required by the Americans with Disabilities Act. (c) Blocks bicycle lanes or public rights of way.
Ordinance No. O-2026-07
36 (5) Helmet Requirement. All operators and passengers under eighteen (18) years of age shall wear a properly fitted and fastened helmet while operating or riding an electric mobility device.
(6) Speed Regulations. Operators shall comply with all posted speed limits and operate at a speed that is reasonable and prudent under existing conditions. In addition:
(a) An operator shall not operate at a speed greater than 25 miles per hour on public property unless otherwise authorized by law.
(b) An operator shall not operate at a speed greater than 15 miles per hour on any paved trail or park pathway.
(c) Operation within marked school zones during school hours shall not exceed 10 miles per hour unless otherwise posted.
(7) Passenger Restrictions. No operator shall transport a passenger unless the device is designed and equipped for passenger use, and the passenger is seated upon a seat securely attached to the device.
(8) Regulation of Class 3 Electric Bicycles.
(a) No person under sixteen (16) years of age shall operate a Class 3 electric bicycle.
(b) All operators and passengers of a Class 3 electric bicycle shall wear a property fitted and fastened helmet, regardless of age. §13.77.030 Areas of operation
(1) Roadways.
(a) Class 1 electric bicycles and Class 2 electric bicycles may be operated on public roadways, bicycle lanes, bicycle routes, and separated bikeways. (b) Class 3 electric bicycles may be operated on public roadways and bicycle lanes immediately adjacent to roadways.
;c) Electric scooters shall follow all applicable California Vehicle Code regulations when operating on a roadway.
(2) Multi -use trails and recreational paths.
(a) Class 3 electric bicycles and electric scooters are prohibited on City -owned or maintained recreational trails and multi -use paths unless authorized by posted signage.
(b) Class 1 electric bicycles and Class 2 electric bicycles shall not exceed 15 miles per hour on multi -use trails trials or park pathways.
Ordinance No. O-2026-07
37 (c) All operators shall yield to pedestrians, equestrians, and non -motorized trail users
(3) Sidewalks.
(a) Operation of electric mobility devices on sidewalks within designated business districts is prohibited.
(b) Outside designated business districts, electric bicycles may be operated on sidewalks as follows:
(i) Designated as City bike routes or bike paths.
(ii) Adjacent to Kraemer Boulevard between Madison Avenue and Fairway Lane.
(iii) In residential areas only when ridden by persons under twelve (12) years of age.
c) Electric scooters shall follow all applicable California Vehicle Code regulations in connection with operation on a sidewalk. (4) School Zones. Operation of electric mobility devices within marked school zones during school hours shall not exceed 10 miles per hour unless otherwise posted. (5) Prohibited Areas of Operation. No person shall operate an electric mobility device in or upon:
(a) Athletic fields or sports courts.
(b) Landscaped park areas or unpaved park property.
(c) Drainage channels or flood control facilities
(d) Class 3 electric bicycles are prohibited on City -owned or maintained recreational trails and multi -use paths unless posted as authorized. (e) Areas posted as restricted by the City.
§ 13.77.040 Designation of areas of operation
The City Traffic Engineer or designee is authorized to:
(1) Establish restricted zones for electric mobility device operation. (2) Install regulatory signage or markings giving notice of such prohibitions. (3)
Establish reduced speed limits for electric mobility devices in parks, on trails, and in areas frequented by pedestrians.
Ordinance No. O-2026-07
38 (4) Prohibit electric mobility device operation in designated business districts and near schools.
§ 13.77.050 Parking.
No person shall park or store an electric mobility device in a manner that:
(1) Obstructs pedestrian travel.
(2) Obstructs ADA access.
(3) Blocks bicycle lanes or public rights -of -way.
§ 13.77.060 Removal, seizure, and release of electric bicycles operated by minors. (1) In addition to any fines or penalties authorized by this Chapter, a police officer may seize any electric bicyc e mobility device operated by a minor when the officer has probable cause to believe that the minor committed any violation of this Chapter and that the violation created an immediate or substantial risk to public safety. Violations that create an immediate or substantial risk to public safety may include:
(a) Reckless driving or exhibition of speed creating an immediate hazard to persons or property.
(b) Willful disregard for traffic control devices in active traffic, including but not limited to stop signs, traffic signals, or yield controls. (c) Unsafe group riding that obstructs traffic or creates a foreseeable collision risk, including conduct that interferes with the safe movement of vehicles or pedestrians.
(d) Operating in posted areas that prohibit electric bicyc e mobility device operation when pedestrians are present.
Seizure shall not be authorized for minor technical equipment violations, lawful conduct that does not present an objectively articulable safety risk, or mere presence in a group absent unsafe conduct.
(2) Written notice of seizure and instructions for release procedures shall be provided to the minor and to the parent or legal guardian of the minor. (3) Conditions for release. An electric bicyc e mobility device seized pursuant to this Chapter shall be released after a minimum of 48 hours, to the minor's parent or legal guardian.
No monetary payment or administrative penalty shall substitute for completion of these requirements.
Ordinance No. O-2026-07
Page7of9
39 § 13.77.070 Responsibility of parent.
The parent of any child, and the guardian of any ward, shall not authorize or knowingly permit any minor child or ward to violate any of the provisions of this Chapter and shall be responsible under this Chapter.
§ 13.77.080 Violations and enforcement.
(1) Violations of this Chapter are infractions unless otherwise provided for in this Chapter or by law. Violation of any provision of this Chapter shall be punishable by an administrative citation and fine, pursuant to the procedures outlined in Chapter 1.10 of this Code. Administrative fines shall be as set forth in § 1.10.030. (2) Operating an electric mobility device while under the influence of alcohol or drugs shall be punishable as a misdemeanor.
(3) In lieu of a fine or administrative citation as authorized by this Code or Chapter, and in lieu of filing charges in any court having jurisdiction over a violation, law enforcement officers may issue warnings, issue citations, refer juvenile offenders to diversion or education programs and impound devices when authorized by state law. § 13.77.090 Exceptions.
The requirements of this chapter shall not apply to:
(1) People with Disabilities. This Chapter is not intended to apply or otherwise restrict regulated mobility devices used in a safe manner by physically disabled persons as defined under the Americans with Disabilities Act (42 U.S.C. Sections 12101 et seq.) and section 36.311 of Title 28 of the Code of Federal Regulations. (2) Public Agency Personnel. Notwithstanding any other provision of this Chapter or any other section of this Code, City and public agency personnel may operate electric mobility devices or other vehicles at any place in the City in performance of their official duties.
§ 13.77.100 Exceptions.
If any portion of this chapter, or its application to particular persons or circumstances, is held to be invalid or unconstitutional by a final decision of a court of competent jurisdiction, the decision will not affect the validity of the remaining portions of this chapter or the application of this chapter to persons or circumstances not similarly situated.
Ordinance No. O-2026-07
40 SECTION 2. If any section, subsection, sentence, clause, or phrase of this Ordinance is held invalid, such decision shall not affect the validity of the remaining provisions of this Ordinance.
SECTION 3. This Ordinance shall take effect thirty (30) days following its adoption.
SECTION 4. The City Clerk shall certify to the adoption of this Ordinance and cause it to be published as required by law.
INTRODUCED at a regular meeting of the City Council of the City of Placentia held on the 5th day of May 2026.
PASSED, APPROVED, AND ADOPTED THIS 19th DAY OF MAY 2026 Chad P. Wanke, Mayor
ATTEST:
Robert S. McKinnell, City Clerk
STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Placentia held on the 5th day of May, 2026, and adopted at a regular meeting of the City Council of the City of Placentia, held on the 19th day of May, 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
ATTEST:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
Ordinance No. O-2026-07
41 Agenda Item No: 1.e
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Matthew Di Mario
From: Public Works
Subject:
RESOLUTION RELATING TO FISCAL YEAR 2026-27 ANNEXATIONS AND LEVY OF ASSESSMENTS TO THE CITY OF PLACENTIA STREET LIGHTING DISTRICT NO. 81-1 AND SETTING A PUBLIC HEARING FOR JUNE 2, 2026 AT 6:00 P.M.
Financial Impact:
None.
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 2, 2026, to provide for the Fiscal Year ("FY") 2026-27 Annual Levy of Assessments for SLD No. 81-1 as well as finalize the annual Engineer's Report.
Recommended Action:
It is recommended that the City Council:
1. Adopt Resolution R-2026-25, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2026-27 for the continuation of the annual assessments for the Street Lighting District No. 81-1; and
2. Adopt Resolution R-2026-26, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annexation and annual levy and collection of assessments for certain maintenance within the existing Street Lighting District No. 81-1, 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.
Strategic Plan 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 was created to generate 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 residential parcels. Zone B 42 consists of commercial and industrial parcels. 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 parcels with a recorded tentative or final map that are not yet developed or multifamily parcels. 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 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. The FY 2025-26 Engineer's Report is included as a reference (Attachment 3). A final annual Engineer's Report will be prepared and presented to the City Council for its consideration.
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.
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 establishing June 2, 2026, as the public hearing date.
Financial Summary:
For FY 2026-27, LMD No. 92-1 will have an estimated $197,245 in expenditures and a projected assessment revenue of $142,469. This negative balance of $54,776 is backfilled by the 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.
Attachments
Attachment 1 - Resolution No. R-2026-25
Attachment 2 - Resolution No. R-2026-26
Attachment 3 - SLD 81-1 Engineers Report - FY 2025-26
43 RESOLUTION NO. R-2026-25
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, DIRECTING PREPARATION
OF THE ENGINEER'S REPORT FOR FISCAL YEAR 2026-
27 FOR THE CONTINUATION OF THE ANNUAL
ASSESSMENTS FOR THE STREET LIGHTING DISTRICT
NO. 81-1
A. Recitals.
(i) On June 2, 1981, by its Resolution No. 81-R-133, the City 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 XI I I 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).
(ii) The City Council of the City of Placentia, California, desires to initiate proceedings for the annual levy of assessments for said District. (iii) The proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2026, and ending June 30, 2027. (iv) The provisions of the Act, require a written Report, consisting of the following:
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, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. The Recitals set forth in Part A., above, are true and correct and incorporated herein by reference.
Resolution No. R-2026-25
44 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 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. The City Engineer 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 19th day of May 2026.
Chad P. Wanke, Mayor
Attest:
Robert S. McKinnell, City Clerk
Resolution No. R-2026-25
45 STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19th of May 2026, 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 No. R-2026-25
46 RESOLUTION NO. R-2026-26
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, DECLARING ITS INTENTION
TO PROVIDE FOR THE ANNEXATION AND ANNUAL
LEVY AND COLLECTION OF ASSESSMENTS FOR
CERTAIN MAINTENANCE WITHIN THE EXISTING
STREET LIGHTING DISTRICT NO. 81-1, 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.
(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.
(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.
(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 2025-26 to Fiscal Year 2026-27, thereby rendering the District exempt from the procedures and approval process set forth in Article XIII D, § 4.
Resolution No R-2026-26
47 (vi) The City Council desires, pursuant to the provisions of the Act to provide for the annual levy of assessments for the 2026-27 Fiscal Year, to provide for the costs and expenses reasonably necessary for the maintenance of improvements within said District. (vii) The assessment engineer has presented a report ("Report"), as required by law, setting forth the reasonably necessary maintenance for Fiscal Year 2026-27 and setting forth the recommended levy, therefore.
(viii) The City Council, pursuant to the Act, hereby sets the date, time and place for a hearing on the proposed assessments.
(ix) Based on the unanimous consent of the property owners, the City Council will hold a special election for the annexation of the properties shown on Exhibit "A" attached hereto and incorporated herein by reference, to the District.
B. Resolution.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct and incorporated herein by reference.
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 2026-27 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 2026-27, 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 street light improvements, maintenance, and servicing as set forth in the Engineer's Report, referenced and so incorporated herein.
Resolution No R-2026-26
48 7. NOTICE IS HEREBY GIVEN THAT ON TUESDAY, JUNE 2, 2026, AT 6:00 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 ANNEXATION AND 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.
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:
City of Placentia
Attn: Public Works Department
401 East Chapman Avenue
Placentia, California
APPROVED and ADOPTED this 19th day of May 2026.
Chad P. Wanke, Mayor
Attest:
Robert S. McKinnell, City Clerk
Resolution No R-2026-26
49 STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19th of May 2026, 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
Exhibit A: Annexation Parcels SLD 81-1
Resolution No R-2026-26
50 Exhibit A
Annexation Parcels
List of Proposed SLD 81-1 Annexations
APN
336-291-37
339-331-20
336-423-02
339-364-04
Resolution No R-2026-26
Exhibit A
51 CITY OF PLACENTIA
ENGINEER'S REPORT
Street Lighting District No. 81-1
Fiscal Year 2025-26
Street Lighting District No. 81-1
June 2025
Intent Meeting:
Public Hearing:
May 20, 2025
June 17, 2025
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
ENGINEER'S REPORT AFFIDAVIT
City of Placentia
Street Lighting District 81-1
For Fiscal Year 2025-26
City of Placentia,
County of Orange, State of California
This Report describes the City of Placentia Street Lighting District 81-1 and proposed changes or modifications related thereto including the improvements, budgets, parcels, and assessments to be levied for Fiscal Year 2025-26 pursuant to the City's Resolution of Intention. Reference is hereby made to the Orange County Assessor's maps for a detailed description of the lines and dimensions within District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this 3rd June
day of 2025.
By: f.10is Tanio (Jon 3, 707514:4501 n)
Christopher M. Tanio, PE
Director of Public Works
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
TABLE OF CONTENTS
Introduction 5
Engineer's Report and Continuation of Assessments 5
Street Lighting District Background 6
Legislative Analysis 6
Proposition 218 6
Silicon Valley Taxpayers Association, Inc. v Santa Clara County Open Space Authority (2008) 44 Cal. 4th 431 6
Dahms v. Downtown Pomona Property (2009) 174 Cal. App. 4th 708 8 Bonander v. Town of Tiburon (2009) 180 Cal. App. 4th 103 8 Beutz v. County of Riverside (2010) 184 Cal. App. 4th 1516 8 Golden HiII Neighborhood Association v. City of San Diego (2011) 199 Cal. App. 4th 416 8
Compliance with Current Law 9
Plans & Specifications 10
Fiscal Year 2025-26 Estimate of Cost and Budget 12
Budget for Fiscal Year 2025-26 12
Method of Assessment Apportionment 14
Discussion of Benefit 14
Special Benefit 15
Creation of Individual Lots for Residential and Commercial Use that, in Absence of the Assessments, Would Not Have Been Created 15
Improved Visibility and Safety 15
Improved Access 16
Improved Community Character and Vitality 16
General Versus Special Benefit 16
Quantification of General Benefit 17
Step 1 — Caculate the general beneFlT 17
Step 2 — Calculate the Current General Benefit Contribution from the City 18
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
Method of Apportionment 19
Annual Assessment Calculation 20
Duration of Assessment 21
Appeals of Assessments Levied to Property 21
Assessment Statement 22
Assessment Diagram 24
Assessment RoII 25
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
INTRODUCTION
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 2025-26 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.
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.
Following the minimum 10 -day 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 17, 2025. At this hearing, the Council will consider approval of a resolution confirming the continuation of the
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
Assessments for Fiscal Year 2025-26. 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 2025-26.
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.
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 and 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 (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 benefits to property, not general benefits. • The services and/or improvements funded by assessments must be clearly defined.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
• 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.
This Engineer's Report and the process used to establish the continuation of the assessments for Fiscal Year 2025-26 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors:
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.
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:
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
a. The specific lighting Improvements and maintenance and utility costs thereof in the District and the costs thereof are specified in this Report; and
5. 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 (2009) 174 CAL. APP. 4TH 708
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.
BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 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 (2010) 184 CAL. APP. 4TH 1516 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 (2011) 199 CAL. APP. 4TH 416
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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.
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.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
PLANS & 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 Landscaping and Lighting Act of 1972, (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
Type of Light
No. of Lights
Size of Lumens
Owner
Sodium Vapor
31 5,800
S.C.E.
Sodium Vapor
43 9,500
S.C.E.
Sodium Vapor
222
16,000
S. C.E.
Sodium Vapor
518
22,000
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 streetlights as well as providing needed maintenance and replacements for those streetlights owned by S.C.E. Costs for electrical energy and maintenance of S.C.E-owned streetlights 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 by 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:
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-2-
• 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.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
FISCAL YEAR 2025-26 ESTIMATE OF COST AND BUDGET
BUDGET FOR FISCAL YEAR 2025-26
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 2025-26 for the maintenance and servicing of the Improvements is provided below.
Table 2 — FY 2025-26 Estimate of Costs
Expenditure Item
Amount
Public Notice
1,000
Electricity
196,245
Estimated Expenditures
$ 197,245.00
Revenue Item
Amount
Direct Benefit Assessments
136,245
General Fund Contribution
61,000
Estimated Revenues
$ 197,245.00
Budget Allocation to Parcels
Assessment per Assessment Unit (AU)C
$ 27.38
Total Assessment Units (AUs)
4,976.06
Total Assessment Budget
136,245
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 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
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
METHOD OF ASSESSMENT 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. 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." 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
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
provided with the assessment proceeds. These types of special benefit are summarized as follows:
A. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created.
B. Improved visibility and safety
C. Improved access
D. Improved community character and vitality
SPECIAL BENEFIT
The special benefits from the Improvements are further detailed below:
CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL AND COMMERCIAL
USE THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN
CREATED
In most of the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for public improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate "White Paper" reports that the parcels were subject to assessment. Purchase of property was also an "agreement" to pay the Assessment.
Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments.
IMPROVED VISIBILITY AND SAFETY
Well maintained, effective street lighting provides a 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 benefits 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.
City of Placentia
Street Lighting District No. 81.-1
Engineer's Report, Fiscal Year 2025-26
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
WeII maintained, effective street lighting promotes evening and nighttime social interaction of residents and customers of businesses and industry. This creates a positive atmosphere and enhances the 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 streetlights 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.
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 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
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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.
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 — CACULATE THE GENERAL BENEFIT
The General Benefits from this assessment may be quantified as illustrated in the following table.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
Benefit Factor
Relative
Weight
General
Benefit
Contribution
Relative
General
Benefit
Creation of individual lots for development or
approval of building permits
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
Total Calculated General
Benefit
3.75 3.75%
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 serve 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 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%.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
The City of Placentia owns and maintains local public streets along the border of the District Improvements. These public streets provide access to the Improvements for its enjoyment as well as efficient maintenance. The contribution from the City of Placentia towards general benefit from the maintenance of local public streets is conservatively estimated to be 1%.
The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non -assessment funds, this "annuity" can be used to offset general benefit costs and is conservatively estimated to contribute 10%.
Therefore, the total General Benefit is conservatively quantified at 2.5% which is more than offset by the total non -assessment contribution towards general benefit of 13%.
METHOD OF APPORTIONMENT
The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer's Report is included below:
The methodology used fairly distributes the cost of the street lighting system in relation to the benefits received. For Fiscal Year 2024-25 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.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
Zone D: Parcels that have a recorded tentative or final map, but are not yet developed.
Zone E: Open Space, street areas, or landscape strip parcels are considered to receive no benefit. Parcels within this zone are exempt from assessment.
The basic methodology of apportionment developed for this District in 1981-82 is based on assessment unit. This methodology assigns each residential parcel in Zone A one assessment unit (AU). The relationship between residential parcels in Zone A and acreage parcels in Zone B was established at a six to one ratio based on general density figures for the City. Zone C originally designated parcels that were part of the former Santa Fe Street Lighting District No. 1. The assessments for parcels in Zone C originally included the conversion improvement costs associated with these parcels and were spread over a two-year period. These conversion costs have been satisfied and the Zone C parcels are now included in Zone B. Zone C has been eliminated. Zone D designates 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. i
ANNUAL ASSESSMENT CALCULATION
For Fiscal Year 2025-26, the rate of Assessments for the District is not increased from prior years. The Calculations for maintenance, service and incidentals follows:
Table 4 — Assessment Calculation
Zone Quantity
AU Ratio
Factor
Assessment
Units
1 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.
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
A
3,377 units
x
1.00 =
3,377.00 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
$27.38/AI
Zone Assessments
Zone A
Single Family
Each parcel is assessed at one assessment unit:
$27.38 x 1.0 $27.38 /Parcel
Zone B
Comm, Industrial
Each Acre is assessed at 10 assessment units:
$27.38 x 6.00 = $164.28 / Acre
Zone D
Multi -Family
Each Unit is assessed at 0.70 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.
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
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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 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 said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2025-26 is generally as follows:
Table 3 — FY 2025-26 Summary Cost Estimate
Salaries & Benefits
$ -
Operating Expenses
$197,245.00
Total for Services
Less General Fund Contribution
$ 61,000.00
Less Other Revenue
$ -
Net Amount of Assessments
$ 136,245.00
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
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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.
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 Roil by reference to its parcel number as shown on the Assessor's Maps of the County of Orange for the Fiscal Year 2025-26. 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 2025-26 for each parcel or lot of land within the District.
Date: June 17, 2025
Chris Tanio (Jun 3, 2025 16:45 PDT)
Director of Public Works/City Engineer
Christopher M. Tanio, PE
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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 Tines 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 2025-26, and are incorporated herein by reference, and made a part of this Diagram and this Report.
LEGEND
PLACENTIA CITY LIMIT E SLD No Dbt DOUNDARY
[ ASSESSED PARCELS
City of Placentia
Street Lighting District No. 81-1
Engineer's Report, Fiscal Year 2025-26
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 all details concerning the description of the lots or parcels.
N.
ti
Agenda Item No: 1.f
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Matthew Di Mario
From: Public Works
Subject:
RESOLUTION RELATING TO FISCAL YEAR 2026-27 ANNEXATIONS AND LEVY OF
ASSESSMENTS TO THE CITY OF PLACENTIA LANDSCAPE MAINTENANCE DISTRICT NO. 92-1 AND SETTING A PUBLIC HEARING FOR JUNE 2, 2026 AT 6:00 P.M.
Financial Impact:
None.
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 2, 2026, to provide for the Fiscal Year 2026-27 Annual Levy of Assessments for LMD No. 92-1 as well as finalize the annual Engineer's Report.
Recommended Action:
It is recommended that the City Council:
1. Adopt Resolution R-2026-27, a Resolution of the City Council of the City of Placentia, California, directing preparation of the Engineer's Report for Fiscal Year 2026-27 for the continuation of the annual assessments for the Landscape Maintenance District No. 92- 1, and
2. Adopt Resolution R-2026-28, a Resolution of the City Council of the City of Placentia, California, declaring its intention to provide for the annexation and annual levy and collection of assessments for certain maintenance within the existing Landscape Maintenance District No. 92-1, 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.
Strategic Plan 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 78 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 Highways 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 FY 2025-26 Engineer's Report (Attachment 3), which is on file in the offices of the City Engineer and City Clerk. This Engineer's Report is for reference. 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 the category of assessment unit for Fiscal Year (FY) 2026-27 as compared to FY 2025-26. Therefore, the District is exempt from the procedures and approval processes of Proposition 218 for FY 2026-27.
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 establishing June 2, 2026, as the public hearing date.
Financial Summary:
For FY 2026-27, LMD No. 92-1 will have an estimated $443,105 in expenditures and projected assessment revenue of $511,038. There is no impact on the General Fund associated with these recommended actions.
Attachments
Attachment 1 - Resolution No. R-2026-27
Attachment 2 - Resolution No. R-2026-28
Attachment 3 - LMD 92-1 Engineers Report - FY 2025-26
79 RESOLUTION NO. R-2026-27
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, DIRECTING PREPARATION
OF THE ENGINEER'S REPORT FOR FISCAL YEAR 2026-
27 FOR THE CONTINUATION OF THE ANNUAL
ASSESSMENTS FOR THE LANDSCAPE MAINTENANCE
DISTRICT NO. 92-1
A. Recitals.
(i) On July 7, 1992, by its Resolution No. 92-R-131, the City 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).
(ii) The City Council of the City of Placentia, California, desires to initiate proceedings for the annual levy of assessments for said District. (iii) The proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2026, and ending June 30, 2027. (iv) The provisions of the Act, require a written Report, consisting of the following:
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, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. The Recitals set forth in Part A. above, are true and correct and are incorporated herein by reference.
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 Resolution No. R-2026-27
80 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. The City Engineer 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 19th day of May 2026.
Chad P. Wanke, Mayor
Attest:
Robert S. McKinnell, City Clerk
STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19th of May 2026, 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 No. R-2026-27
81 RESOLUTION NO. R-2026-28
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, DECLARING ITS INTENTION
TO PROVIDE FOR THE ANNEXATION AND ANNUAL
LEVY AND COLLECTION OF ASSESSMENTS FOR
CERTAIN MAINTENANCE WITHIN THE EXISTING
LANDSCAPE MAINTENANCE DISTRICT NO. 92-1,
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.
(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.
(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.
(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 2025-26 to Fiscal Year 2026-27, thereby rendering the District exempt from the Resolution No. R-2026-28
82 procedures and approval process set forth in Article XIII D, § 4. (vi) The City Council desires, pursuant to the provisions of the Act to provide for the annual levy of assessments for the 2026-27 Fiscal Year, to provide for the costs and expenses reasonably necessary for the maintenance of improvements within said District. (vii) The assessment engineer has presented a report ("Report"), as required by law, setting forth the reasonably necessary maintenance for Fiscal Year 2026-27 and setting forth the recommended levy, therefore.
(viii) The City Council, pursuant to the Act, hereby sets the date, time and place for a hearing on the proposed assessments.
(ix) Based on the unanimous consent of the property owners, the City Council will hold a special election for the annexation of the properties shown on Exhibit "A" attached hereto and incorporated herein by reference, to the District.
B. Resolution.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct and are incorporated herein by reference.
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 2026-27 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 2026-27, 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."
Resolution No. R-2026-28
83 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 2, 2026, AT 6:00 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 ANNEXATION AND LEVEL OF
MAINTENANCE AND 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:
City of Placentia
Attn: Public Works Department
401 East Chapman Avenue
Placentia, California
APPROVED and ADOPTED this 19th day of May 2026.
Chad P. Wanke, Mayor
Attest:
Robert S. McKinnell, City Clerk
Resolution No. R-2026-28
84 STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19th of May 2026, 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
Exhibit A: Annexation Parcels LMD 92-1
Resolution No. R-2026-28
85 Exhibit A
Annexation Parcels
List of Proposed LMD 92-1 Annexations
APN
336-291-37
339-331-20
336-423-02
339-364-04
Resolution No. R-2026-28
Exhibit A
86 CITY OF PLACENTIA
ENGINEER'S REPORT
Landscape Maintenance District No. 92-1
Fiscal Year 2025-26
Landscape Maintenance District No. 92-1
June 2025
Intent Meeting: May 20, 2025
Public Hearing: June 17, 2025
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
ENGINEER'S REPORT AFFIDAVIT
City of Placentia
Landscape Maintenance District 92-1
For Fiscal Year 2025-26
City of Placentia,
County of Orange, State of California
This Report describes the City of Placentia Landscape Maintenance District 92-1 and proposed changes or modifications related thereto including the improvements, budgets, parcels, and assessments to be levied for Fiscal Year 2025-26 pursuant to the City's Resolution of Intention. Reference is hereby made to the Orange County Assessor's maps for a detailed description of the lines and dimensions within District. The undersigned respectfully submit the enclosed report as directed b the City Council.
Date this29 day of May , 2025.
By: Chris Tanio (May 29, 2025 10.19 PDT)
Chris Tanio, PE
Director of Public Works/City Engineer
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
TABLE OF CONTENTS
Introduction 5
Engineer's Report and Continuation of Assessments 5
Legislative Analysis 5
Proposition 218 6
Silicon Valley Taxpayers Association, Inc. v Santa Clara County Open Space Authority (2008) 44 Cal. 4th 431 6
Dahms v. Downtown Pomona Property (2009) 174 Cal. App. 4th 708 7 Bonander v. Town of Tiburon (2009) 180 Cal. App. 4th 103 7 Beutz v. County of Riverside (2010) 184 Cal. App. 4th 1516 7 Golden Hill Neighborhood Association v. City of San Diego (2011) 199 Cal. App. 4th 416 7
Compliance with Current Law 8
Plans & Specifications 9
Entrance Signs 9
Islands 9
Parkway Vistas 9
Unocal/Fieldstone Oil WeII Lots — Right -of -Way Screen Planting 10 Street Right -of -Way Landscaping 10
Easements — Public Storm Drain and Sewer 11
Placentia Champions Sports Complex 11
Fiscal Year 2025-26 Estimate of Cost and Budget 12
Budget for Fiscal Year 2025-26 12
Method of Assessment Apportionment 14
Discussion of Benefit 14
Special Benefit 15
Proximity to Improved Landscaped Areas within the District 16 Access to Improved Landscaped Areas within the District 16 Improved Views within the Assessment Districts 16
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
Extension of a Property's Outdoor Areas and Green Spaces for Properties within Close Proximity to the Improvements 16
Creation of Individual Lots for Residential and Commercial Use that, in Absence of the Assessments, Would Not Have Been Created 17
General Versus Special Benefit 17
Benefit Finding 18
Park Improvements - Quantification of General Benefit 18 Benefit to Property Outside the Assessment Districts 19 Benefit to Property Inside the Assessment Districts that is Indirect and Derivative 19 Benefit To The Public At Large 20
Total Park Improvements General Benefits 20
Landscaping and Other Improvements - Quantification of General Benefit 21 Benefit to Property Outside the Assessment Districts 21 Benefit to Property Inside the Assessment Districts that is Indirect and Derivative 22 Benefit To The Public At Large 22
Total Other Improvements General Benefits 23
TOTAL COMBINED GENERAL BENEFITS 23
Final Step — Calculate the Current General Benefit Contribution from the City 23 Method of Apportionment 24
Annual Assessment Calculation 26
Duration of Assessment 27
Appeals of Assessments Levied to Property 28
Assessment Funds Must Be Expended Within the District Area 28 Assessment 28
Assessment Diagram 30
Assessment RoII 31
rn
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
INTRODUCTION
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 2025-26 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.
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 17, 2025. At this hearing, the Council will consider approval of a resolution confirming the continuation of the Assessments for Fiscal Year 2025-26. 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 2025-26.
LEGISLATIVE ANALYSIS
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 and 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 (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.
This Engineer's Report and the process used to establish the continuation of the assessments for fiscal year 2025-26 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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 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 to the 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
Engineer's Report, Fiscal Year 2025-26
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 HaII to Connecticut Way)
• Kraemer Blvd. e/s (Connecticut Way to Alta Vista St.) • 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)
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
• 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.)
• 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 Tract 15139)
• Other minor areas that front non-contiguous assessed parcels
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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
PLACENTIA CHAMPIONS SPORTS COMPLEX
Maintenance and service may include (but is not limited to) the following1:
• 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, For Fiscal Year 2024-25, none of the expenditures shown in Table 1 are for the Placentia Champions Sports Complex. See Note "A" under Table 1 for more details.
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
"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.
FISCAL YEAR 2025-26 ESTIMATE OF COST AND BUDGET
BUDGET FOR FISCAL YEAR 2025-26
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 2025-26 for the maintenance and servicing of the Improvements is provided below.
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
Table 1 — FY 2025-26 Estimate of Costs
Expenditure Item
Amount
Salaries & Benefits
118,367
Landscaping
82,500
Telephone/Internet
16,000
Public Notice
2,000
Maintenance Expenses/Supplies
2,000
Electricity
20,000
Water
200,000
Estimated Expenditures
440,867
Revenue Item
Amount
Direct Benefit Assessments
457,992
General Fund Contribution
-
Estimated Revenues
$457,992
Budget Allocation to Parcels
Assessment per Assessment Unit (AU)C
$154.87
Total Assessment Units (AUs)
2,957.27
Total Assessment Budget
457,992
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
Engineer's Report, Fiscal Year 2025-26
METHOD OF ASSESSMENT 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 improvement&" 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." 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:
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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:
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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.
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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
theAss essii en t
District
Ben efi t to Real
Property Inside the Benefit to
+ Assessment District + the Public that
is. Indirect and at Large
Derivative
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."
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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:
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.
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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.
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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:
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
ASSUMPTIONS:
• 22 parcels outside the District
■ 2,212 parcels in the District.
CALCU LATION:
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.
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 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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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)
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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 serve 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 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%.
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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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.
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
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 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 land.2 Further clarification on the four benefit classes is provided below:
Class / - Single family detached residential, including condominium form of ownership of single-family detached dwellings.
Class II - 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 III — 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 I, I/, or III 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 Year3.
ANNUAL ASSESSMENT CALCULATION
For Fiscal Year 2025-26, the rate 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, Landscape Maintenance District No. 92-1, dated June 4, 2013
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
Engineer's Report, Fiscal Year 2025-26
Table 2 - Assessment Calculation
Class Description Quantity
AU Ratio
Factor
Assessment
Units
I
Single Family
2,180 parcels
x
1.00 =
2,180.000 AU
II
Comm, Industrial
27.927 acres
x
10.00 =
279.270 AU
III
Multi -Family
648 units
x
0.70 =
453.600 AU
IV
Undeveloped
8.88 acres
x
5.00 =
44.400 AU
Total Assessment Units
2,957.270 AU
Proposed Assessment Rate
$457,99212,957.27 = $154.87
Class Assessments
Class I
Single Family
Each parcel is assessed at one assessment unit:
$154.87 x 1.0 =
$154.87 /Parcel
Class II
Comm, Industrial
Each Acre is assessed 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 assessed 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
Engineer's Report, Fiscal Year 2025-26
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 RoII. 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.
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 2025-26 is generally as follows:
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
Table 3 — FY 2025-26 Summary Cost Estimate
Salaries & Benefits
Operating Expenses
118,367
322,500
Total for Services $ 440,867.00
Less General Fund Contribution 0
Less Other Revenue 0
Net Amount of Assesments $ 457,992.40
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 RoII.
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.
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 2025-26. 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 2025-26 for each parcel or lot of land within the District.
Date: June 17, 2025
Chris Tanio (May 29, 2025 10:19 PDT)
Director of Public Works/City Engineer
Chris Tanio, PE
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 2025-26, and are incorporated herein by reference, and made a part of this Diagram and this Report.
LEGEND
OPLACENTIA CITY LIMIT & LMD No. 92-I BOUNDARY
I� ASSESSED PARCELS
- Chumh'ons Puck
City of Placentia
Landscape Maintenance District No. 92-1
Engineer's Report, Fiscal Year 2025-26
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 all details concerning the description of the lots or parcels.
CO
r
r
Agenda Item No: 1.g
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Matthew Di Mario
From: Public Works
Subject:
AMENDMENT NO. 5 TO PROFESSIONAL SERVICES AGREEMENT WITH HF&H CONSULTANTS, LLC, FOR REFUSE CONTRACT NEGOTIATIONS AND SB 1383
COMPLIANCE ASSISTANCE
Financial Impact:
Expense: $134,572 Annual Contract Amount
Budget: $75,000 FY 2025-26 Refuse Administration Fund (403-80700-6400) $87,000 Refuse Administration Fund Balance
Summary:
In July 2020, the City entered into an agreement with HF&H Consultants, LLC (HF&H) under the City Administrator's approval authority for $24,999 to assist the City with preparing to implement the extensive regulatory administrative burdens mandated by Senate Bill (SB) 1383. On April 6, 2021, the City Council approved Amendment No. 1 to the Agreement for HF&H to assist the City in negotiating a fully restated and amended solid waste handling franchise agreement with Republic Services and ordinance support to address the requirements of SB 1383. The amendment extended the term of the agreement to December 31, 2022, and increased the not -to -exceed contract amount to $119,999. In December 2022, Amendment No. 2 was executed under the City Administrator's administrative approval authority to extend the term of the Agreement to June 30, 2024. Amendment No. 3 was approved by the City Council on February 20, 2024 and amended the scope of work to include additional tasks and increase the contract amount by $35,000 for a total contract not -to - exceed amount of $154,999. Amendment No. 4 was approved by City Council on May 20, 2025 extending the term to June 20, 2027 and increasing the contract amount by $90,000 for a revised contract not -to -exceed amount of $244,999, due to the complexity of the contract negotiations with Republic Services and the City.
Staff is proposing Amendment No. 5 to add $150,000, bringing the revised cumulative contract not -to -exceed amount to $394,999. This contract increase is to complete remaining items for the agreement negotiating process and to provide on -call support for SB 1383 and additional contract requirements in FY 2026-27. The additional contract costs for the current fiscal year are being requested through a fund balance transfer via Resolution R-2026-29. A total of $87,000 is requested through a fund balance transfer for the additional services required to complete the negotiation process with Republic Services. The future cost of services will be 119
included in the operating budgets for future fiscal years.
Recommended Action:
It is recommended that the City Council:
1. Adopt Resolution R-2026-29, a Resolution of the City Council of the City of Placentia, California, authorizing a budget amendment in Fiscal Year 2025-26 in compliance with the City Charter of the City of Placentia §§ 1206 and 1209 pertaining to appropriations for actual expenditures; and
2. Approve Amendment No. 5 to the Professional Services Agreement with HF&H Consultants, LLC, for refuse contract negotiations and SB 1383 compliance assistance services to increase the contract amount by $150,000 for a revised cumulative contract not -to -exceed amount of $394,999 for the entire contract term; and
3. Authorize the City Administrator and/or her designee to execute all necessary documents in a form approved by the City Attorney.
Strategic Plan Statement:
There is no specific strategic plan goal or objective associated with this recommended action.
Discussion:
In July 2020, the City entered into an agreement with HF&H for $24,999 for the development of a contract profile and Senate Bill (SB) 1383 Gap Analysis as part of joint effort with the cities of Brea, Fullerton, Garden Grove, and Yorba Linda to analyze and ultimately negotiate a completely restated franchise agreement with their solid waste hauler for implementation of SB 1383 mandates. On April 6, 2021, the City Council approved Amendment No. 1 to the Agreement with HF&H to assist the City in negotiating a restated agreement with Republic, consolidating all previous amendments, and negotiating a new citywide organic waste recycling program. The amendment also extended the term of the agreement to December 31, 2022, and increased the not -to -exceed contract amount to $119,999. In December 2022, Amendment No. 2 was executed under the City Administrator's administrative approval authority to extend the term of the Agreement to June 30, 2024. Amendment No. 3 was approved by the City Council on February 20, 2024, and amended the scope of work to include additional tasks, increased the contract not -to -exceed amount by $35,000 for a total cumulative not -to -exceed amount of $154,999, and extended the term through June 30, 2025, to complete the contract negotiations with Republic. On May 20, 2025, City Council approved Amendment No. 4, which increased the contract amount by $90,000 for a cumulative not -to - exceed contract amount of $244,999 and extended the term to June 20, 2027.
Staff is presenting Amendment No. 5 for City Council's consideration. Negotiations with Republic Services were anticipated to conclude earlier, but conversations on rates and terms extended negotiations into 2026. Additionally, key members of both the Republic and City negotiating teams and management staff have been replaced, which has added time and additional cost to this project. HF&H has diligently supported the City throughout this process, offering a draft amended agreement, analyzing various cost proposals, and actively participating in negotiation sessions. Given the complexity of the negotiations and the necessity to comply with SB 1383, the ongoing assistance of HF&H remains crucial for the City's success in reaching a revised agreement with Republic.
HF&H has supported a variety of jurisdictions and agencies throughout the State with strategic waste diversion planning, cost -of -service and rate studies, and negotiations of new franchise agreements related to SB 1383 compliance. HF&H has assisted other Orange County cities 120
including Anaheim, Brea, Garden Grove, Huntington Beach, Santa Ana, and Yorba Linda in negotiating and implementing a new and/or amended agreement with Republic for SB 1383 compliance. They have extensive experience and knowledge of the City's current franchise agreement and negotiations. As such, Staff is recommending the approval of Amendment No. 5 to the agreement with HF&H to increase the contract amount to add $150,000 for a revised cumulative contract not -to -exceed amount of $394,999 to allow HF&H to continue assisting the City in finalizing contract negotiations with Republic.
Financial Summary:
The recommended action will approve Amendment No. 5, to the Professional Services Agreement with HF&H, increasing the contract amount by $150,000 for the remainder of the term, for a revised total not -to -exceed contract amount of $394,999. Funds for the Fiscal Year 2025-26 expenses will be obtained via Resolution No. R-2026-29, by transferring $87,000 from the Refuse Administration fund balance to pay for the additional services required to complete the negotiation process. The future cost of the services will be proposed in the operating budgets for future years.
Attachments
Attachment 1 - Resolution No. R-2026-29
Attachment 2 - HF&H Consultants, LLC Amendment No. 5
Attachment 2 - Exhibit A - HF&H Proposal
121
RESOLUTION NO. R-2026-29
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PLACENTIA, CALIFORNIA, AUTHORIZING A BUDGET
AMENDMENT IN FISCAL YEAR 2025-26 IN COMPLIANCE
WITH THE CITY CHARTER OF THE CITY OF PLACENTIA
§§ 1206 AND 1209 PERTAINING TO APPROPRIATIONS
FOR ACTUAL EXPENDITURES
A. Recitals.
(i) The adopted budget for the 2025-26 Fiscal Year sets out estimated appropriations for City expenses throughout the year.
(ii) From time to time, the adopted budget must be adjusted when precise expenditures are finally determined or when estimated expenditures exceed projected costs allocated.
(iii) The City Charter of the City of Placentia § 1206 authorized the City Council to amend or supplement the budget by motion adopted by the affirmative votes of at least three members so as to authorize the transfer of unused balances appropriated for one purpose to another purpose, or to appropriate available revenues not included in the budget. All other legal prerequisites to the adoption of this Resolution have occurred.
B. Resolution.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Recitals. The above recitals are all true and correct and are herein incorporated.
2. The adopted budget for Fiscal Year 2025-26, Resolution No. R-2025-25 is hereby amended to reflect the following expenditure of funds from the Account specified to the Account specified:
FUND
DESCRIPTION
DEPARTMENT
GL ACOUNT #
AMOUNT
Refuse
Administration
Professional
Services
Refuse
403-80700-6400
$87,000
Refuse
Administration
Fund Balance
Non -Departmental
403-90000-3001
($87,000)
The Mayor shall sign this Resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.
Resolution No. R-2026-29
122
APPROVED and ADOPTED this 19th day of May 2026.
Chad P. Wanke, Mayor
Attest:
Robert S. McKinnell, City Clerk
STATE OF CALIFORNIA
COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19th of May 2026, 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 No. R-2026-29
123
AMENDMENT NO. 5 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF SB 1383 CONTRACTING ASSISTANCE SERVICES WITH
HF&H CONSULTANTS, LLC
This Amendment No. 5 ("Amendment") to Professional Services Agreement is made and entered into effective the 19th day of May 2026, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and HF&H CONSULTANTS, LLC, a California Limited Liability corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties."
A. Recitals.
(i) CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective July 1, 2020, through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A".
(ii) The Parties now seek to amend the Agreement to increase the compensation by an additional $150,000 for additional consulting services related to SB 1383 compliance assistance and contract negotiations.
(iii) All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Section 2.0, Paragraph 2.1 of the Agreement is hereby amended to read as follows:
2.1. Compensation. Consultant shall be paid in accordance with the revised fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Three Hundred Ninety - Four Thousand Nine Hundred and Ninety -Nine Dollars ($394,999).
2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
3. The Agreement, all amendments together with this Amendment No. 5 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 5 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 5 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No. 5 to the Consulting Services Agreement are to be executed as of the day and year first above written.
124
CONSULTANT CITY OF PLACENTIA
By:
Laith Ezzet
Senior Vice President
By:
Jennifer Lampman
City Administrator
ATTEST:
By:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen, City Attorney
125
April 14, 2026
HF&H Consultants
590 Ygnacio Valley Rd. Suite 105
Walnut Creek, CA 94596
Phone: (925) 977-6950
Web: hfh-consultants.com
Cheryl Miller
Environmental Services Coordinator
Matthew Di Mario
Management Analyst
City of Placentia Public Works Department
401 E. Chapman Ave.
Placentia, CA 92870
Sent via email: [email protected] and [email protected] Subject: Proposal to Provide Recycling, Organics, and Solid Waste Consultant Services
Dear Cheryl Miller and Matthew Di Mario,
HF&H Consultants (HF&H) is pleased to submit this updated scope of work to the City of Placentia (City) to continue to provide recycling, organics, and solid waste consultant services.
This scope was developed after a call with City staff on Wednesday, April 8, 2026. The intention of this scope is to finalize the negotiations with the City's solid waste hauler, Republic Services (Republic), for a Senate Bill 1383 compliant agreement, provide on -call implementation support services to aid the City in achieving compliance with the State's recycling and organics recycling requirements, and includes continued CalRecycle liaison support with the Jurisdiction and Agency Compliance and Enforcement (JACE) Branch Compliance Evaluation .
Thank you for the opportunity to provide you with this scope. We look forward to an opportunity to continue our partnership with the City. If you have any questions, please contact Haley Kunert at (949) 251-0930 or [email protected].
Very truly yours,
HF&H CONSULTANTS, LLC
o
Laith Ezzet, CMC Haley Kunert
Senior Vice President
Senior Project Manager
126
Cheryl Miller and Matthew Di Mario
April 14, 2026
Section 1: SCOPE OF WORK
TASK 1: SB 1383 CONTRACTING ASSISTANCE
The updated budget is to support the extended timeframe of the negotiations, additional time to analyze and negotiate the contract that was over and above the original cost proposal. The funds will cover additional time due to complexities of negotiations based on programmatic assumptions for Senate Bill 1383 (SB 1383) and recycling matters, additional contract language negotiation sessions, internal briefings with City staff, finalizing contract exhibits, draft of the final negotiated agreement, support for drafting a Council staff report, and preparation for participation in a City Council meeting to present draft agreement.
TASK 2: ON -CALL CONSULTANT SUPPORT
HF&H will assist with various recycling, organics, and solid waste related inquiries and tasks that arise from time to time to the extent the project budget supports a request. These tasks will include legislative research, compliance tracking and reporting, and providing general recycling, organics, and solid waste liaison assistance with CalRecycle.
For this task, HF&H may assist through one or more of the following subtasks within the budgetary limitations of the proposal:
2A SB 1383 Contract Oversight and Open Item Monitoring:
Upon City request, support with ongoing SB 1383 contract compliance activities under the current franchise agreement such as monitoring key services and compliance dates, reporting requirements, and specific annual SB 1383 program and educational requirements. 2B Legislative Monitoring:
Track solid waste legislation, regulations, SB 1383 resources, guidance, and funding opportunities, CalRecycle policy decisions, and other solid waste, recycling, and organics issues pertinent to the City. Provide legislative and regulatory updates and discuss significant items at virtual and/or in -person meetings.
2C Monitor Facility and Industry Updates:
Monitor local solid waste, recycling, and organics industry developments that may impact the City, such as the development of composting operations at the Orange County landfills. 2D Implementation Record:
Upon City request, review the City's Implementation Record to assess compliance and identify performance enhancement opportunities.
2E Environmentally Preferable Purchasing Policy Support:
Upon City request, review the City's current Environmentally Preferable Purchasing Policy or Financial Procurement Policy (ies) and identify compliance gaps and strategies for resolution. 127
Cheryl Miller and Matthew Di Mario
April 14, 2026
2F CalGreen and MWELO Support:
Upon City request, review the City's current CalGreen Construction and Demolition and Model Water Efficiency Landscape Ordinances (MWELO) and internal policies for SB 1383 compliance.
2G Self -Haul Program Updates:
Upon City request, review the City's current self -haul program, assess compliance, and identify enhancement opportunities to ensure compliance with SB 1383. 2H CalRecycle Liaison Support:
Upon City request, HF&H will continue to support the City with CalRecycle related inquiries and throughout the City's JACE Compliance Evaluation process.
Upon City request, we will review and provide feedback on a final draft of the Electronic Annual Report and SB 1383 compliance report required by 14 CCR 18994.2. 2I Amended Agreement Transition Support:
Upon City request, we will support the transition from the current agreement to the amended and restated agreement. Support may include review of the hauler's implementation plan, coordination with designated City stakeholders, and facilitation of knowledge and documentation transfer for inclusion in the Implementation Record, as directed by the City. 21 Other On -Call Activities:
Other ongoing on -call recycling, organics, and solid waste activities that may be identified during the course of the term and within budgetary limitations. 128
Cheryl Miller and Matthew Di Mario
April 14, 2026
Section 2: Fee Proposal
Services will be performed on a time -and -materials basis, not to exceed the available budget without written City approval and aligned with the applicable project -year (Table 1 below).
Based on discussions with City staff on April 13, 2026, we understand the City's preference is a three-year term (aligned with the fiscal year), with two optional extension periods exercisable at the City's discretion.
Table 1: Project Year Schedule
Project Year Calendar Dates
Year 1
Year 2
Year 3
Optional Year 4
Optional Year 5
City Council Execution to June 30, 2027
July 1, 2027 to June 30, 2028
July 1, 2028 to June 30, 2029
July 1, 2029 to June 30, 2030
July 1, 2030 to June 30, 2031
The proposed budget is summarized in Table 2 below and supported by the workplan in Table 4 (see Page 5) for Project Year 1. The combined budget for Project Years 1, 2, and 3 is $376,000. The budget for Optional Year 4 is $129,400 and for Optional Year 5 is $134,600.
The total combined budget with the Optional Years is $640,000. We will bill the City once per month based on the number of hours worked and expenses incurred. Payment is due within 30 days of invoicing.
Table 2: Annual Budget per Project Year
Project Year and Descri•tion
Contractin • On -Call* Total
Year 1: Contracting & On -Call Support
Year 2: On -Call Support
Year 3: On -Call Support
Subtotal for 3 Years
Optional Year 4: On -Call Support
Optional Year 5: On -Call Support
Total for Years
$17,000
$17,000
$17,000
*Includes annual adjustment of 4.0% each Fiscal Year.
PROFESSIONAL FEES
$115,000
$119,600
5124,400
$359,000
$129,400
5134,600
$623,000
$132,000
$119,600
S 124,400
$376,000
$129,400
5134,600
$640,000
Hourly rates for professional and administrative personnel through December 31, 2026, are the same as under our current professional services agreement adjusted January 1 and are listed again on the following page:
129
Cheryl Miller and Matthew Di Mario
April 14, 2026
Table 3: Schedule of Hourly Rates (Calendar Year 2026)
Position Rate*
Executive
Senior Project Manager
Senior Associate/Project Manager
Associate Analyst
Assistant Analyst
Administrative Staff
$377 - $379
$319 - $345
$233 - $308
$200 - $227
$173 - $195
$135 - $173
*Hourly rates adjust each January 1 by 4.0%.
DIRECT EXPENSES
Standard charges for common direct expenses are as follows:
Automobile Travel Prevailing IRS mileage rate
Airfare and Public Transit Actual Cost
Postage, overnight mail, couriers, and other out-of-pocket costs Actual Cost An estimated workplan for Project Year 1 is provided in Table 4 below.
Table 4: Estimated Workplan for Project Year 1*
CU
d J
CU t3 A i
L o i+ N
.. p a N A
U a c d O E
.E
W En F W a a Total Proposed
$379 $319 $245 $225 $160 Hours Cost
Task 1
Contracting Assistance (Year 1 Only)
Support with Finalizing Negotiations and Amended Agreement 2 14
20 0
0 36
$10,124
Prepare and Develop City Council Presentation
2 6
2 0
1 11
$3,322
Attend and Present at City Council Meeting on June 2nd
0 5
0 0
0 5
$1,595
Support with Other Agreement Matters (Review Staff Report and Ordinance for Collection Hours)
0 6
0 0
0 6
$1,914
Task 1
4 31
22 O
1 52
$16,955
Task 1 Expenses
$45
Task 2
Task 1 Total Fees and Expenses
On -Call Consultant Support - Estimated Hours
Support with On -Call Recycling, Organic Materials, and Solid Waste Matters
32 100
140
150
16 438
$17,000
$114,638
Task 2
32 100
14O
15O
16 438 $114,63B
Task 2 Expenses
$362
Total Costs
Task 2 Total Fees and Expenses
Project Year 1 Total Budget
$115,000
$132,000
"Hours may be shifted among staff and tasks based on City requests. 130
Agenda Item No: 1.h
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Lydie Gutfeld
From: Community Services
Subject:
AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT WITH OCY
MANAGEMENT, LLC
Financial Impact:
20% Match from General Fund (101-30603-6315) $18,743
OCTA Measure M Funding (211-30000-6315) $74,972
BUDGET $93,715
Summary:
The City of Placentia has partnered with OCYM to provide senior transportation services through the Senior Mobility Program (SMP). Amendment No. 1, approved by the City Council on June 17, 2025, authorized the first of three one-year extensions to the agreement and reflected a company name change.
Staff now recommends approval of Amendment No. 2 to authorize the second one-year extension in an amount not to exceed $93,715. This amendment also includes an additional 13 days, extending the contract term through June 30 to align with the Orange County Transportation Authority grant funding cycle.
Recommended Action:
It is recommended that the City Council:
1. Approve Amendment No. 2 to a Professional Services Agreement with OCY Management, LLC (OCYM) to extend the grant agreement period with a one-year extension, in a total amount not to exceed $93,715 to continue providing senior transportation services; and
2. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney; and
3. Authorize the City Administrator to approve the eligible agreement term extension based upon contractor performance and at the discretion of the City.
Strategic Plan Statement:
This item supports Strategic Plan Goal No. 1: Fiscal Sustainability. The program is primarily funded through the Orange County Transportation Authority (OCTA) (80%), with only a 20% contribution from the City's General Fund, demonstrating fiscal responsibility by leveraging external funding to deliver essential services.
131
Discussion:
The City currently maintains an agreement with OCYM to provide transportation services for senior residents. OCYM has delivered these services reliably, and the program remains the most utilized transportation option within the senior community.
The Senior Mobility Program (SMP) provides transportation to and from the Placentia Senior Center, Monday through Friday, for Placentia senior residents. In addition, the program offers trips to five predetermined destinations twice per week (Tuesdays and Thursdays), including medical offices, grocery stores, pharmacies, and other essential businesses that support residents' daily needs.
The SMP is funded through a grant agreement with the Orange County Transportation Authority (OCTA), which covers 80% of the program's annual operating costs. The remaining 20% local match is funded by the City's General Fund.
Amendment No. 2 would extend the current agreement for OCYM to continue providing services without interruption. Extending the agreement helps avoid any gaps in service and allows the City to keep working with a provider that is already familiar with the program and its participants. Due to OCTA's commitment to funding the next four (4) years for transportation, Staff recommends continuing this agreement and supporting the City's goal of helping seniors remain active, safe, and connected in the community.
Financial Summary:
There is no increase to the overall not -to -exceed amount; services will continue to be funded through the existing grant allocation of (FY27-28), $74,972. Under this agreement, the City of Placentia will continue to use these funds in addition to the 20% city match of $18,743 (101- 30603-6315) to provide transportation services to seniors.
Attachments
Amendment 2 OCYM-Professional Services.pdf
OCY Management LLC - Amendment No. 1 Sr. Transportation.pdf 132
AMENDMENT NO. 2 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF PROFESSIONAL SERVICES WITH OCY MANAGEMENT, LLC This Amendment No. 2 ("Amendment") to the Professional Services Agreement is made and entered into effective the 30th day of June 2026, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and OCY MANAGEMENT, LLC (OCYM), a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties."
A. Recitals.
(i). CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective June 17, 2025, through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A."
(ii). The Parties now seek to amend the Agreement to extend the term of the contract for one year and maintain compensation not to exceed $93,715. (iii). All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Article B, paragraph 4.1 of the Agreement is hereby amended to read as follows:
Extend the term of the contract for an additional period of twelve (12) months, commencing June 30, 2026, through June 30, 2027, with total compensation not to exceed $93,715.
2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
3. The Agreement, all amendments together with this Amendment No. 2 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No.1, shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 2 and that such execution is binding upon the entity for which he or she is executing this document.
133
IN WITNESS WHEREOF, the Parties have caused Amendment No. 2 to the Consulting Services Agreement are to be executed as of the day and year first above written.
CONSULTANT CITY OF PLACENTIA
By: / By:
Akbar Majid, President
Jennifer Lampman, City Administrator
ATTEST:
By:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:
By:
Christian L. Bettenhausen, City Attorney
134
AMENDMENT NO. 1 TO
PROFESSIONAL SERVICES AGREEMENT
PROVISION OF SENIOR TRANSPORTATION SERVICES WITH OCY MANAGEMNET, LLC (OCYM)
This Amendment No. 1 ("Amendment") to Professional Services Agreement is made and entered into effective the 17 day of June, 2025, by and between the CITY OF PLACENTIA, a Charter City and Municipal Corporation ("CITY"), and OCY Management, LLC, a California corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT are sometimes hereinafter individually referred to as "Party" and or collectively referred to as the "Parties." A. Recitals.
(i) CITY and CONSULTANT entered into a Professional Services Agreement ("Agreement") effective April 3, 2023 through which CONSULTANT has been providing professional services as more fully explained in the Scope of Services attached to the Agreement as Exhibit "A".
(ii) The Parties now seek to amend the Agreement to extend the term of the contract and set a new compensation not to exceed $165,340.60.
(iii) All legal prerequisites to the making of this Amendment have occurred.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
B. Amendment to Agreement.
1. Section 2A and 4.1, Paragraph 1 of the Agreement is hereby amended to read as follows:
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 $165,340.60 for the one-year extension.
4.1 Term. This Amendment No. 1 shall commence on the Effective Date and continue for a period of 12 months, ending on June 17, 2026.
2. Except as specifically modified herein, all of the terms, conditions and provisions of the Agreement shall remain in full force and effect.
3. The Agreement, all amendments together with this Amendment No. 1 and all Exhibits attached thereto, constitutes the entire Agreement between the Parties and supersedes all prior negotiations, arrangements, representations, and understandings, if any, made by or between the Parties with respect to the subject matter hereof. No amendment or other modification of the Agreement, as modified by this Amendment No. 1 shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.
4. Each of the undersigned represents and warrants that he or she is duly authorized to execute and deliver this Amendment No. 1 and that such execution is binding upon the entity for which he or she is executing this document.
IN WITNESS WHEREOF, the Parties have caused Amendment No. 1 to the Consulting Services Agreement are to be executed as of the day and year first above written.
CONSULTANT CITY OF PLACENTIA
By: aUfar 114-41,
By:
Akbar Majid, President K n irwin, Mayor
ATTEST:
By:
Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:1>
By::
Christian L. Bettenhausen, City Attorney
Senior Mobility Program
City of Placentia
January 1, 2023
Table of Contents
Tab #1
Letter of Transmittal 4
Company Summary 5
Key Personnel 7
Scope of Work & Proposed Operational System 13
Experience 24
Tab#2
Equipment/Safety Violations 27
Tab#3
CHP Safety Compliance Report 3
Tab #4
Reference Form (Exhibit G) 3
Tab #5
Proposal Form Exhibit H 3
TAB #1
California Yellow Cab
(714)444-4444
520 West Dyer Road Santa Ana, California 92707
714.427.2555 www.CaliforniaYellowCoo.con
(949)444-4444
Felipe Zambrano, Community Services Coordinator
City of Placentia
401 E Chapman Ave,
Placentia, CA 92870
Hello Mr. Zambrano,
(657)444-4444
January 1, 2023
Cabco Yellow Inc., dba California Yellow Cab (CYC) would kindly like to express interest in providing transportation services to the City of Placentia. The proposal shall remain valid for a period of not less than 180 days from the date of submittal.
In business since 1995, CYC has a long history of providing transportation services that go far beyond the traditional forms of taxicab services. Early in the company's history, we identified underserved segments of Orange County's population and sought to craft an on -demand service option for those affected by the challenges of public transportation. Today, CYC remains the largest and most adaptive taxicab fleet in the county, providing seniors and paratransit passengers the opportunity to get where they need to go, without doing so according to a bus schedule.
We are confident that at CYC we have the dedicated drivers and representatives to complete all tasks. In addition, our drivers not only are professional, but they will treat seniors with respect, help them in and out of the vehicle if permitted, have patience, and drive cautiously at all times.
Currently, we are contractors to numerous senior transportation programs in the county including the City of Fullerton, Cypress, La Habra, Fountain Valley, Laguna Woods, San Clemente, Laguna Hills, Orange, Yorba Linda, Garden Grove, Laguna Niguel and others.
CYC is delighted to have the opportunity to submit this Proposal to you and we welcome the opportunity to continue to meet the transportation needs of seniors in your fine City.
Sincerely,
Tim Conlon
President
520 W Dyer Road, Santa Ana, CA 92707
T714.427.2555 X112
[email protected]
4 Company Summary
Legal Name of Company:
Cabco Yellow, Inc.
Dba Name of Company:
California Yellow Cab
520 W. Dyer Road
Santa Ana, Ca 92707
www.CaliforniaYellowCab.com
Dispatch Phone Numbers:
(714)444-4444
(949)444-4444
(657)444-4444
(877)935-5692
Name and Title of Person Completing Proposal: Tim Conlon, President P (714)427-2555 Ext. 112
F (714)438-0405
tconfon(@,cayellow.com
Employer Identification Number:
33-0723354
Statement of Ownership:
Cabco Yellow, Inc. is a California S -Corp,
Wholly owned by William Rouse
Years in Business:
Since 1995; 25+ years
Failures or Refusals to Complete Any Contracts:
None
Arbitrations, lawsuits, settlements, etc. in the last 5 years There is no pending litigation or arbitration for Cabco Yellow Inc., other than that related to normal operational vehicle accident activity which has resulted in routine litigation, which is being addressed by our company's insurance carrier. Additionally, there are no other conditions — including those identified above — that Cabco Yellow believes would impede on the company's ability to service the program.
Financial Interests in Other Lines of Business:
DriveU San Diego, Long Beach Yellow Cab, Administrative Services Company Orange County Taxi Administration Program (OCTAP) Permit:
#17
Key Personnel
Tim Conlon- Mr. Conlon had served as the General Manager responsible for the day-to-day operations of California Yellow Cab (CYC) since the company's inception in 1995. As the company's current President, Mr.
Conlon's responsibilities include supervision of mechanical staff, vehicle inspections, securing proper vehicle permits and registrations, and administering risk management functions. Mr. Conlon has a bachelor's degree from California Polytechnic University and will remain the primary contact for the City of Placentia with a high commitment for this assignment, available throughout the program's duration.
Melissa Gomez- As the Director of Marketing since January 2017, Ms.
Gomez is responsible for ensuring our company meets program guidelines and outcome objectives according to the highest standards of service. Ms.
Gomez is also the Program Manager managing existing relationships and leading in handling service issues and/or complaint resolutions relevant to the programs in Orange County. Ms. Gomez has a long history in the transportation sector as a Project Manager ensuring seniors receive the best service possible and are transported in a safe and timely manner. Ms.
Gomez received a Bachelor's degree from California State University San Bernardino and Master's degree in Communications from California Baptist University.
California Yellow Cab Kev Personnel
William Roust:
N•tanaf.rt(h
Partner/ C'E(.)
I'ro;F:tin \lanat:ci
1)u rrh t c l \larkrtn
Itrvna Chavr-/
.\ rcourt I12 C lrrl.
Jonatan Martin
lrivrr/Flert
\lanazer
Ruhrrr Botiv,her CI O
Rrvu,t Chavq.,
:c nuntint
C"Icrk
bhnt� Nt;uvrn pruner
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Key Personnel Statement: President Tim Conlon, Director of Marketing/Program Manager Melissa Gomez, and Driver Manager Jonatan Martin will be available to the extent proposed for the duration of the project and acknowledge that no person designated as "key" to the project shall be removed or replaced without the prior written concurrence of the City.
TIMOTHY CONLON
President
EDUCATION Mount San Antonio College
California Polytechnic University, Pomona
PROFESSIONAL California Yellow Cab, 1996 to Present
President / General Manager responsible for the day-to-day operations of the Company including driver hiring and training, supervision of mechanical staff, vehicle inspections, securing proper vehicle permits and registrations, administering risk management functions.
West Coast Transportation Network, 1994-1996
Series of progressively responsible positions from, dispatcher, accident investigator, office manager, general manager.
GMS Imports, 1990-1994
Regional Sales Manager for a furniture importer for the Western United States. Responsible for merchandising and marketing new lines and implementing and conducting sales training for affiliates.
Conlon Tire, Inc., 1972-1990
President and General Manager of family owned business until sold in 1990. Series of progressively responsible positions including, marketing
and advertising director, merchandising coordinator, customer service and human resources director.
AFFILIATIONS Santa Ana Chamber of Commerce
ACHIEVMENTS Newport Beach Chamber of Commerce
AWARDS Lions International, Past Committee Chairperson
While Cabco Yellow Inc. will utilize over 150 independent contractor drivers and our experienced call center staff for the day to day operations of this program, it will be the responsibility of the President, Tim Conlon, with help of Program Manager, Melissa Gomez to coordinate these efforts. Mr. Conlon will communicate with City staff regarding complaint resolutions, accident investigations, and any other issues or concems relevant to the success of this program. Tim Conlon will bring over (15) years of passenger transportation experience in Orange County to this program. Mr. Conlon has been the primary contact for several similar programs, including the OCTA — Senior Nutrition Program and Senior Dial a Taxi Program. This experience, coupled with a sincere desire to serve this segment of the County's population will make him an excellent manager of this program
MELISSA GOMEZ
Riverside, CA • 951-255-4367 • [email protected]
EDUCATION Riverside City College, 2009
California State University San Bernardino, 2014
California Baptist University, 2016
PROFESSIONAL California Yellow Cab, January 2017 to Present Director of Marketing and Program Manager who drives company through innovative strategic planning, interactive marketing, and sales promotion.
In addition to being Marketing Director also the Program Manager that ensures all program guidelines are being met, passengers are transported at a timely and safely manner and ensures there are high levels of customer service being emphasized. Skilled at analyzing customer needs to develop high standard customer service and problem solver who adapts to change and exceeds expectations under any circumstances. Ms. Gomez currently oversees all our senior mobility programs along with many other private and public programs throughout Orange County.
Mission Inn Foundation, August 2016- December 2016
Intern: Oversaw the planning and execution of logistics and operations for events through private meetings and conferences. Worked with event sponsors and vendors on all aspects of planning events. Assisted in
achieving business objectives with demanding timefrarnes and negotiated contracts with vendors and service providers.
Happy Taxi, February 2012- January 2017
Supervising Dispatcher and Paratransit Driver
When starting with Happy Taxi answered routine employee and recruitment related questions such as appropriate documentation submission and application status. Assisted in scheduling interviews and training times/dates for candidates. Provided training and orientation for new staff and routed customer orders in a timely manner. When needed would transport seniors or paratransit members to and from their residence to senior centers, medical, shopping, and/or personal appointments. Also, generated invoices and responded to customers with inquiries and/or complaints.
Scope of Work & Proposed Operational System for
City of Placentia
California Yellow Cab - CYC - proposes to establish a toll -free telephone number for use by the Senior Mobility Program (SMP) patrons in the City of Placentia. By using this number, program participants may call for on -demand service with the expectation of a cab arriving at the pick-up address within sixty (60) minutes, during program service hours. The phone number will automatically identify the caller as a program participant, and the participant would then only need to provide basic trip information along with their SMP I.D. number.
In addition to routine on -demand service, program participants may use the same phone number with the same identifying protocols for reservation service when possible, up to two weeks in advance. This can provide CYC dispatch with the ability to pre -route these trips to select drivers.
Reporting and Billing
Documentation and reporting on the part of CYC is managed via our proprietary digital - dispatch system. In addition to monthly trip data and invoicing, highly detailed electronic records are kept in our archiving, and can be accessed and placed into a report in as little as twenty-four hours. Information submitted, stored and readily available for any reporting purposes include rudimentary dispatch data like passengers' names, pick-up locations, destinations, dates and times of travel, passenger ID number, and additional contact information. Additionally, this data includes GPS "ping"
information from the cabs themselves that provide accurate data on the route taken during a trip, vehicle speed, performance standards data, records of customer contact including audio recordings of every call to or from a customer, and event records for each trip like times of pickups and drop offs.
Complaints and Incidents
All complaints will be reviewed by the Project Manager within 24 hours. From there, a remedy for the issue would be offered in addition to the City being contacted as to the status of the issue within 48 hours. Appropriate action would be taken to ensure the complaint does not arise again in any area of our operations.
We view incidents between drivers and passengers as among the most serious of problems that can occur in a program like this. CYC is a service business, and therefore any incident that may occur is not acceptable. Once a report of an incident is received, the Field Operations Supervisor will be charged with obtaining the details of the incident and following up. A detailed report of any accident, injury, or any dispute will be completed and provided to the City.
Per our routine day-to-day operations, any and all accidents receive the immediate attention of CYC accident investigators. These individuals are charged with rapidly responding to an accident scene. They use the appropriate reporting protocols to complete a formal investigation report that includes interviews of affected parties, measurements of the scene and photographs of the incident and the surroundings.
CYC was one of the first taxicab companies in the U.S. to electronically archive all trip data and continues to do so as a matter of routine, for three years so as to permit rapid forwarding of this data upon request.
Detailed itemization of trip data is included in the monthly invoicing. An accounting of ridership, in a line -by-line format is provided so as to aid in auditing and oversight of the program.
Experience
CYC has been in the Seniors and Paratransit transportation business since its inception some twenty plus years ago (1995), and is the current service contractor for seniors' programs in the cities of Yorba Linda, Fullerton, Cypress, Laguna Hills, Laguna Woods, La Habra, Orange, Garden Grove, Rancho Santa Margarita and others. Additionally, we are the primary contractor for John Wayne Airport, a franchise in the City of Anaheim and
Has a number of independent private care organizations, all requiring ADA compliance and driver Sensitivity Training programs.
Of particular note are the twelve years' experience servicing the 25,000 seniors residing in Laguna Woods with a consistent sub 1`)/0 complaint record.
As the John Wayne Airport (JWA) contractor, we are continually challenged to innovate and update our fleet and methods for accommodating the traveling public. What we learn from our operations at JWA are modern fleet protocols, advanced customer service methods, situational awareness training for our staff and drivers, and skills is
handling seniors, developmentally disadvantaged and varying cultural expectations.
These advances are incorporated into our street -fleet driver training programs and help ensure consistency throughout our fleet.
Fleet and Maintenance
CYC has a diverse fleet consisting of conventional sedans, 6 -passenger minivans, and ADA compliant wheelchair -access vans. The average age of the CYC fleet is 4 years.
All of our taxicabs undergo a rigorous maintenance program, designed to ensure safe and dependable transportation for passengers. Records of inspections and maintenance logs are kept by our company as a permanent record for the vehicles.
These records are available for City staff review upon request.
The heart of our vehicle maintenance program called Preventive Safety and Maintenance Inspection (PSMI). This program is designed to identify and correct any and potential vehicle issues before they become a more serious problem.
Monthly Safety Inspections
Every cab in our fleet is inspected approximately every 30 days, to check for any vehicle malfunctions or unsafe conditions including, but not limited to:
• Headlights, tail lights, brake lights, interior lights, and turn signals • Steering
• Windshield wipers
• Tires
• Oil, transmission fluid, etc.
• Warning lights on display
• Body, windshield or interior damage
• Leakage of any fluids
• Horn
• Mirrors
• Double-check the hood to ensure both latches are fastened securely • Wheelchair Vehicles: hand rails, wheelchair tie -downs (manual or power), internal and exterior lighting, operation of ramp/lift, etc.
If any malfunction or damage is observed, the vehicle is not driven.
Interval PMSI Inspections
PMSI inspections are conducted at 6,000 -mile intervals. The vehicle's engine oil and filter are changed at each inspection, and the brakes are inspected and adjusted, if necessary. Every 30,000 miles, each vehicle undergoes a more through PMSI, which includes items not specifically addressed in the preceding inspections.
Automated Maintenance Trackinc System
Our company uses an automated driver and vehicle maintenance tracking system which proactively monitors every driver and vehicle in the fleet and records the mileage of
each vehicle weekly. Critical driver and vehicle in the fleet and records the mileage of each vehicle weekly. Critical driver date tracked by our system includes:
• Driver license and expiration
• Norton Medical expiration (drug screening)
• OCTPA driver permits and expiration
• H6 infractions
Critical vehicle data tracked includes:
• Vehicle registration and expiration
• Vehicle mileage (weekly) and preventative maintenance required • OCTAP permits and expiration
The program also contains a history of the vehicles' previous inspections. Based upon all of this information, the program will sort the entire fleet and will identify the vehicles that will be coming due for an inspection within the next week, as well as identifying which inspection is due. This information is then conveyed to the Scheduling and Dispatch Department to ensure that the required vehicles are available for the Maintenance Department on the day that they are requested.
All CYC cabs are professionally washed on a weekly basis and drivers are required to maintain a clean and tidy vehicle at all times. All cabs are randomly inspected in the field. Any dirty or foul smelling vehicles are removed from service right away, and re- inspected for corrections before being returned to service.
California Yellow Cab has been taking the following steps to protect both the seniors and drivers from the spread of the Covid-19 virus. Although it is not guaranteed that
they will not be exposed, studies have shown that if followed there will be a greatly decreased likelihood of contracting the virus.
Every Three Days
• Vehicle is disinfected at the main office
• Complete thorough cleaning of all interior surfaces
• Restock of all required supplies
Start of Each Day
• Driver will check supply inventory of masks, gloves, and disinfecting wipes
• Wipe down of all interior surfaces
• Safely dispose of any used cleaning supplies or protective equipment After Each Passenger
• Using the disinfecting wipes and while wearing gloves they will wipe down passenger area. Specifically, any area of contact; door handles, window controls, credit card processor, headrest, etc. Note: While we encourage the wearing of facial coverings by all passengers and will make them available for drivers to offer those passengers that do not have them it is still a personal choice that each passenger will make for themselves (unless the City requires all passengers to wear one).
Most CYC cabs are distinct and identical in appearance with a black lower 1/3rd panel and a yellow upper body. Identifying decals are in black, white or silver, and the decals
are arranged in the same position on all vehicles with the California Yellow Cab logo on the front.
Insurance Requirements
Since our vehicles can hold a maximum of 6 riders our automobile liability insurance coverage is with a limit of not less than $1,000,000 each accident.
Operations Base in Santa Ana
Owned by us, our base has approximately 2600 sq. feet of office space and more than 5000 sq. feet of logistics and maintenance facilities, we employ six full-time staff members in our administrative offices and contract with a dozen more on -site fleet - maintenance technicians and specialists in our independently owned and operated service facility.
All scheduled and unscheduled maintenance, with the exception of certain bodywork and machine shop work, is performed here. Our maintenance facility is fully equipped to easily perform maintenance ranging from routine oil changes to complete driveline and chassis rebuilds. Our shop meets all local zoning requirements and possesses the equipment and is staffed by highly trained and certified technicians.
Driver Training & Policies
All drivers with California Yellow Cab (CYC) are independent contractors, as is the case with all cab companies in the County.
2C)
All applicants must be able to produce the following:
• An Excellent Driving Record
o Current, valid California Driver's License
o Verified ten-year (l -I6) driving record with no more than two moving violations within the previous three years, and ZERO serious violations such as reckless driving, or driving while under the influence of drugs or alcohol
• OCTAP Taxi Driver Permit
o Pass a drug and alcohol screening initially, annually, and randomly o Be Live Scan fingerprinted with the Orange County Sheriffs Department o Successfully pass a State and Federal background check o Provide proof of legal residency
o Be placed on the DMV Pull -Notice program
o Be photographed with copies placed into their permanent OCTAP record Only after successfully producing the above will a prospective driver be considered for a Lease under the CYC livery.
CYC uses a driver training program comprised of a four -module training platform called Operations, Safety, Service and Review (OSSR). OSSR focuses much more in-depth on customer service, fare collection policies and sensitivity training for providing rides to
seniors and individuals with disabilities. Encompassing some 30 hours of classroom and on -the -road training, and typically presented over a 3 -day training period.
Training occurs before the driver is leased a vehicle, annually and refresher trainings are available every six months. If there is an update or changes to program guidelines trainings are conducted right away to ensure all drivers understand and follow the new guidelines.
All of the seniors programs we service have asked that our drivers wear a white shirt with dark trousers and dark -color shoes. Drivers have the option of participating or not, but if they elect to participate, they must adhere the programs' requirements.
Drug and Alcohol Policy
CYC is dedicated in providing safe, dependable, and efficient transportation services to our customers. Our safety -sensitive employees' and affiliate's use of illegal drugs and misuse of alcohol poses a significant risk to public safety, as well as the employee's and affiliate's health and wellbeing, and can cause loss of efficiency, productivity, or a disruptive work environment. CYC's drug and alcohol policy is intended to comply with all applicable State and Federal regulations governing workplace anti -drug use and alcohol misuse programs in the transportation industry. They include DOT 49 CFR Part 40 as amended, ("Procedures for Transportation Workplace Drug and Alcohol Testing Programs"); FTA 49 CFR Part 655 (Prevention of Alcohol Misuse and Prohibited Drug Use in Transit Operations"); DOT 49 CFR Part 29 ("Drug -Free Workplace Act of 1988"); and CA Govt. Code Section 8350 et. Seq. ("Drug -Free Workplace Act of 1990"). The policy incorporates the requirements of above regulations for safety -sensitive
employees and others when so noted (this policy is available at any time). Drivers undergo an FTA Drug test initially (pre -employment) and must be enrolled in a random pool.
Experience
California Yellow Cab (CYC) is aware of the scope of work and all the tasks that the City of Placentia requires. The following information includes references and current clients:
2004 -Present
City of Laguna Woods
Yolie Trippy, Deputy City Clerk
24264 El Toro Road, Laguna Woods, CA 98263
T949-639-0561 vtribpy(a�cityoflacunawoods.com
Senior Mobility Program for Lacuna Woods' residents. Non-emeraencv Medical Transportation is available for any non -emergency medical trips beginning or ending in Laguna Woods (within Orance County and Lona Beach VA). Seniors may use the services in Lacuna Woods for social. personal care. and sh000ing transportation. 2012 -Present
City of Orange
Katherine Connaghan, Executive Director
170 S Olive St, Orange, CA 92866
T714-538-9633 katherine(a�orangeseniorcenter.org
SMP for residents of Orange. Transportation is provided for non-emeraencv medical appointments, pharmacy; grocery store. and senior center trips. 2012 -Present
City of Mission Viejo
Fran Aihara, Recreation & Community Services
24932 Veterans Way, Mission Viejo, CA 92692
T949-470-3062 faihara(a,citvofmissionvie.o.org
SNP for residents of Mission Vie"o. Transportation is provided for non -emergency medical appointments. John Wayne Airport, pharmacy, grocery store. and senior center trios.
2012 -Present
City of Laguna Hills
Kayle McDonald, Administrative Assistant
T949-707-2681 kmcdonald(cr�lac unaillsca.clov
24035 El Toro Road, Laguna Hills, CA 92653
SMP for residents of Laguna Hills. Transportation is provided for non-emercency medical appointments. John Wayne Airport, pharmacy, proper,' store. and senior center trips.
2017 -Present
City of Lake Forest
Vicky Blethen, Recreational Manager
T949-461-3453 VBlethenplakeforestca.cov
100 Civic Center Dr, Lake Forest, CA 92630
SMP for residents of Lake Forest. Transportation is provided for non -emergency medical appointments. shopping. social. personal care and senior center trios.
TAB #2
Ecpipment/Safety Violations
NONE
TAB #3
(714)444-4444
California Yellow Cab
520 West Dyer Road Santa Ana, California 92707
714.427.2555 www.CaliforniaYellowCn- rnrn
(949)444-4444
Felipe Zambrano, Community Services Coordinator
City of Placentia
401 E Chapman Ave,
Placentia, CA 92870
Hello Mr. Zambrano,
(657)444-4444
January 1, 2023
Our vehicles are not inspected by the State of California Highway Patrol (CHP). All of Cabco's vehicles are either a sedan or minivan (maximum of 6 passengers) and are inspected by OCTA.
Sincerely,
Tim Conlon
President
520 W Dyer Road; Santa Ana, CA 92707
T714.427.2555 XI 12
rcon:o 1rcilcayelio\.v com
TAB #4
RFP No. CS -22-01
Exhibit G
Reference Form
Senior Mobility Program RFP No. CS -22-01
Proposer is required to provide a minimum of three (3) references where services of a similar size and nature «•ere performed Itithin the past three (3) years. This will enable the City to Judge the responsibility. e perience, skill, and business standing of the Proposer references.
Agency Name: SIEP- cm' OFORANGE ContactNaute: iL4T:-ZRIi4RCO`iIL-GiL4J Address: 179 c nl rqo -r rr, nR4vr,E. rsi 97Rhh Phone Number. 714538.9633 Einall: Lath erinraoranceseniarcentenor_
Dollar Value of Contract: 3130.000.00 Contract Date: JULY 1, 2021 TO MINE 30.2026 Requirement ofContract: ireNSF9.'Ti'? ONSERLICESFCRSE1ORS O/FR0:•ITHERRSIENANDTHE ORANGE SENIOR r,N?TER SHOPPING =TM.. _AND MET Lai corn 7Els
Age ncvName: RIP-GITiOFL-IGUItANIGUEZ Contact Name: rtARrRmz Address: 24602.A!SO CREEK RD, L-IGV.IANIG'UEL C? 92677 Phone Number: 949-t23-3153 Email: rta-s-=•atcoda_ a e!on
Dollar Value of Contract: 399,750.00 Contract Dates: W1.1'1,2022 TO jI; E 30.2037 Requirement, of Contract: TRANSPORTATIOUBERM. FOR SETIORSIO/FRO:ITHEIR RESIDENCE AND SE4.000lirr SENIOR& LDMMLR?ITl c rnER. Sn ECTED CF.C YSTOFL. .-;ND MEDICAL F.401,11! .
Agency Name: SMP- CFIt OrCA.RDEN GROVE Contact Name: BRENDA 31IFL-T Address; 11300 STANFORD AVE. G.;RDEI GROti EC:92640 Phone Number: 714-741-5423 Email: bte.r b • *.arg
Dollar Value of Contract S205Ao0A0 Contract Dates: NNE 11,1'019 o IUI;E 30. 2024 Requirements of Contract: SINCE- 20i4-TRUISPORL.Tio!ISEi4;C.FOR SENIORS T0,?RO?(TNDRRE;IDEGAND H. LOUIS ! ;KE: ;E:IOR CENTER SHOPPING C 7TEPS..411D !•EDiC.C. F.? C1LTS. 21 TAB #5
FP No. CS -22-011
Exhibit H
Proposal Form
Senior Mobility RFP No. CS -22-01
Name of,lgency:CARC0 YELL0WINC., DMt; AI,IF0R:,NI, FELLOW CAL-' Type ofAgency: .-_TRANSP0RTATI0N SERVICES
Agency Address: 520 W DYER :ROAD, SANTA ANA CA 927107
Agency phone_ iY14-'127-2555
item.
N urnher:
Email; [email protected]:'d-00M
Description; Unit Cost;
Single, S3.50 per mile ($3.SC/mi) rare for a max[rnu:n capacity oC5(:five)Passenger
Extended
Cost:
Minimum race of S20,0t0 per trip, per part.ic.iponc
1 In. submitting this Proposal, Respondentagrees to comply with die terms a.:id conditions illustrated in this RFP. Proposals shall include all costs, fees, licenses, equipment, drivers, services, insurance, fuel, tolls, e€c. and shay have no hidden costs. City ono•:ll not incur any additional costs above the Contractor's Prc}poso:l price.
Total Proposal Amount.:
, rL^G stir 4 C ( Dollars: 6,•6,- 0170,
/ /r /
Signa€u1 : l/I.l7.f2023
Printed Name and Title;
TIM CONLON. PRESIDENT
AGAVHOL-01
ti
NICK
,a►caRO CERTIFICATE OF LIABILITY INSURANCE
��
DATE (MMIDD YYVY)
5/15/2025
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 IS 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 License # 0C36861
San Diego-Alliant Insurance Services, Inc.
701 B St 6th Fl
San Diego, CA 92101
CONTACT Nicole Ick
NAME:
(A/PHONE , Eat): (619) 5414832 FAX No):
ADMDRIEss: [email protected]
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Golden Bear Insurance Company
39861
INSURED
OCY Management, LLC
520 W Dyer Road
Santa Ana, CA 92707
INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER:
•
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 POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR INSD
TYPE OF INSURANCE
ADDL
SUBR
WVD
POLICY NUMBER
POLICY EFF
(MMIDDIYYYYI
POLICY EXP
IMM/DD/YYYYI
LIMITS
A
X
COMMERCIAL GENERAL LIABILITY
X
GBL13000374-03
5/1/2025
5/1/2026
EACH OCCURRENCE
$ 1,000,000
CLAIMS -MADE
X
OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence,
$ 100,000
MED EXP (Any one person)
$ 2,500
PERSONAL 8 ADV INJURY
$ 1,000,000
GEN'L
X
AGGREGATE
POLICY
OTHER:
LIMIT APPLIES
PRO-
PRO-
JECT
PER:
LOC
GENERAL AGGREGATE
S 2,000,000
PRODUCTS - COMP/OP AGG
Included
S
ASSAULT BATTERY
$ 500,000
AUTOMOBILE
_
LIABILITY
ANY AUTO
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
_
SCHEDULED
COMBINED SINGLE LIMIT
(Ea accident)
$
BODILY INJURY (Per person)
S
BODILY INJURY (Per accident)
S
PROPERTY DAMAGE
(Per accident)
$
S
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
EACH OCCURRENCE
S
AGGREGATE
$
DED
RETENTION $
S
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N I A
PER
STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
$
E.L. DISEASE - POLICY LIMIT
$
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Cert'ficate is subject to policy limits, conditions and exclusions. 30 Day Notice of Cancellation - 10 Days for Non -Payment Additional Insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional 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."
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E Chapman Avenue
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.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
POLICY NUMBER: GBL 13000374-03 COMMERCIAL GENERAL LIABILITY CG 20 26 07 04
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - DESIGNATED
PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s) All entities as required by written contract
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Section II — Who Is An Insured is amended to include
as an additional insured the person(s) or organiza-
tion(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "per- sonal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of
those acting on your behalf:
A. In the performance of your ongoing operations; or
B. In connection with your premises owned by or rent-
ed to you.
Other Insurance -subject to all terms and provisions of the policy, insurance as provided by this endorsement shall be deemed primary and noncontributory, but only with respect to work performed by or on behalf of the named insured in connection with the described proj ect
CG 20 26 07 04
© ISO Properties, Inc., 2004 Page 1 of 1 ❑
CABCYEL-01
,4coRO CERTIFICATE OF LIABILITY INSURANCE
`-------
DATE(MMIDDIYYYY)
5/28/2025
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 IS 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 License # 0C36861
San Diego-Alliant Insurance Services, Inc.
701 B St 6th Fl
San Diego, CA 92101
CONTACT Nicole Ick
NAME:
PHONE
No, Ext): (619) 541-4832 FAx
(A/C, No):
ADDAIL
RESS: [email protected]
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A : Paratransit Insurance Company a Mutual Risk Retention Group 44130
INSURED
OCY Management, LLC
520 W Dyer Road
Santa Ana, CA 92707
INSURER B :
INSURER C :
INSURER D :
INSURER E
INSURER F :
COVERAGES
CERTIFICATE NUMBER:
REVISION NUMBER:
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 POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR INSD
TYPE OF INSURANCE
ADDL
SUER
WVD
POLICY NUMBER
POLICY EFF
IMM/DDIYYYYI
POLICY EXP
IMM/DD/YYYY1
LIMITS
COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE
$
CLAIMS -MADE
OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence)
S
MED EXP (Any one person)
S
PERSONAL & ADV INJURY
$
GEN'L
AGGREGATE
POLICY
OTHER:
LIMIT APPLIES
PRO -
JECT
PER:
LOC
GENERAL AGGREGATE
$
PRODUCTS - COMP/OP AGG
$
$
A
AUTOMOBILE
_
LIABILITY
ANY AUTO
OWNE
X
AUT0SSULED
AUUTOSONLY
PG124224
10/1/2024
10/1/2025
COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
$ 100,000
BODILY INJURY (Per accident)
$ 300,000
(PerraccidentDAMAGE
$ 100,000
$
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
EACH OCCURRENCE
$
AGGREGATE
$
DED
RETENTIONS
$
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/ N
N / A
PER
STATUTE
H
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
S
E.L. DISEASE - POLICY LIMIT
$
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 10 Day notice of cancellation in the event of non-payment of premium.
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E Chapman Avenue
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.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
ACORO®
�� CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DDIVYYY)
06/01/2025
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 IS 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
Faith Branvold c/o Sunset Business Insurance Solutions
7590 N Glenoaks Boulevard, Suite 200
Burbank, CA 91504
CONTACT Lorelei C. Noonan
NAME
PH
(A/C.N , Ent): 818-827-0315 FAA, No): 310-301-3280
E-MAILESS: [email protected]
ADDR
INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: StarStone National Insurance Company
25496
INSURED
OCY Management, LLC
520 West Dyer Road
Santa Ana, CA 92707
INSURER B:
INSURER C:
INSURER D:
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER:
REVISION NUMBER:
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
LTR
TYPE OF INSURANCE
COMMERCIAL GENERAL LIABILITY
CLAIMS -MADE
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY JECT
PRO- LOC
OTHER:
ADDL
INSD
SUER
WVD
POLICY NUMBER
POLICY EFF
(MM/DDIVYYY1
POLICY EXP
(MM/DD/YYYY)
LIMITS
EACH OCCURRENCE S
DAMAGE TO RENTED
PREMISES (Ea occurrence) 5
MED EXP (Any one person)
PERSONAL 8 ADV INJURY S
GENERAL AGGREGATE $
PRODUCTS - COMP/OP AGG $
AUTOMOBILE LIABILITY
ANY AUTO
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) S
PROPERTY DAMAGE
(Per accident)
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS -MADE
DED
RETENTION S
EACH OCCURRENCE $
AGGREGATE S
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYP ROP RI ETO R/PARTN ER/EXECUTIV E
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
YIN
Y
N/A
Y
T10250737
06/01/2025
06/01/2026
X
PER
STATUTE
OTH-
ER
E.L. EACH ACCIDENT $ 1,000,000
E.L. DISEASE - EA EMPLOYEE 5 1,000,000
E.L. DISEASE- POLICY LIMIT 5 1,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Waiver of subrogation in favor of The City of Placentia and its elected or appointed boards, officers, officials, agents, employees, and volunteers.
CERTIFICATE HOLDER
CANCELLATION
City of Placentia
401 E Chapman Avenue
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.
AUTHORIZED REPRESENTATIVE
Lay-ded C. Noo-nR.Yt
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06
(Ed. 04-84)
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT —CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from US.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be 5% of the California workers' compensation premium otherwise due on such remuneration.
Schedule
Person or Organization
City of Placentia
401 E Chapman Ave
Placentia, CA 92870
Job Description
Waiver of Subrogation in favor of the City of Placentia, its elected or appointed
officials, officers, employees and volunteers.
The additional charge shall be no less than $500 policy minimum premium.
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective
Insured
Insurance Company
WC 04 03 06
(Ed. 04-84)
06/01/25 Policy No. T10250737 Endorsement No. 54
OCY Management, LLC Policy Effective Date 06/01/25
StarStone National Insurance Company
Countersigned By 10
©1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved.
Agenda Item No: 1 .i
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: May 19, 2026
Submitted by: Nicolette Drulias
From: City Administrator
Subject:
AMENDMENT TO CITY COUNCIL POLICY NO. 370 REGARDING THE CITY'S USE OF
SOCIAL MEDIA
Financial Impact:
None.
Summary:
The proposed amendment to City Council Policy No. 370 updates the City's Social Media Policy to reflect current social media practices, operational needs, legal considerations, and communications standards. The revised policy clarifies oversight responsibilities, establishes updated expectations for departmental account management, strengthens guidance related to personal and professional use of social media by City employees and public officials, and adds provisions addressing accessibility, cybersecurity, crisis communications, records retention, public records compliance, and the use of City -owned digital assets. Adoption of the amended policy will provide clearer direction for the administration of official City social media accounts and help ensure consistency, transparency, and compliance across all City departments.
Recommended Action:
It is recommended that the City Council:
Adopt the amended City Council Policy No. 370 related to the City's use of social media and amend the City's Policy Manual to include said policy.
Strategic Plan Statement:
This item conforms to Strategic Plan Goal No. 5: Organizational Excellence, to cultivate a high -performing, well -run organization that delivers exceptional service and operates with transparency, accountability, honesty, and integrity. Updating the City's Social Media Policy supports this goal by strengthening internal guidance, improving consistency in public communications, enhancing accountability, and ensuring the City's social media practices remain transparent, professional, and compliant with applicable laws and standards.
Discussion:
The proposed amendments to City Council Policy No. 370 modernize the City's Social Media Policy to reflect current practices, legal considerations, and operational needs. The updated policy retains the overall structure of the existing policy while incorporating the following key 175
changes:
• Modernized Definition of Social Media: Expands the definition to include current and future platforms (e.g., Facebook, X, Instagram, Linkedln, YouTube, Nextdoor). • Clarified Oversight and Account Management: Confirms centralized oversight by the City Administrator's Office and Communications and Marketing Manager, while allowing departments to manage day-to-day content for operational communication. • Crisis Communications Protocol: Establishes authority to centralize messaging during emergencies through the City Administrator's Office, Communications and Marketing Manager, or designated Public Safety Department Public Information Officers. • Accessibility Standards: Adds guidance for accessible content (e.g., alt text, captions) and references compliance with WCAG 2.1 Level AA and the City's Digital Accessibility Design Guidelines.
• Records Retention Update: Replaces vendor -specific language with a City -approved automated social media archiving system to maintain flexibility and ensure compliance with public records requirements.
• Comment Policy Enhancements: Clarifies limited public forum standards, reinforces viewpoint neutrality, and refines categories for content removal, including disruptive, repetitive, or spam content.
• City Ownership of Accounts: Specifies that all official City social media accounts, usernames, content, and followers are City property.
• Employee Personal Use Guidance: Strengthens expectations regarding personal social media use, including restrictions on sharing non-public information and guidance on reposting City content.
• Media Release and Content Standards: Requires appropriate consent for images and video, particularly for minors, and prohibits misleading or manipulated content. • Cybersecurity and Account Access Controls: Establishes requirements for credential management, multi -factor authentication where available, and timely removal of access when no longer needed.
These updates were prepared in consultation with the City Attorney's Office to improve clarity, strengthen consistency across departments, and reduce legal and operational risk while supporting effective communication with the community.
Financial Summary:
None.
Attachments
Amended Social Media Policy No. 370 - May 2026.pdf
Current Social Media Policy No. 370 - Adopted Feb 1 2022.pdf Social Media Policy 2026 Red Line.pdf
176
EMPLOYEE/PERSONNEL MATTERS POLICY NO. 370
SOCIAL MEDIA POLICY
PURPOSE
This document defines the social networking and social media policy for City of Placentia (the "City" or "Agency"). To address the fast -changing landscape of the internet and the way residents communicate and obtain information online, City departments may consider using social media tools to reach a broader audience.
The City of Placentia encourages the use of social media to further the goals of the City and the missions of its departments, where appropriate. The City has an overriding interest and expectation in deciding what is "spoken" on its behalf on social media sites.
This policy establishes guidelines for the use of social media by City employees and officials on official City social media accounts.
For purposes of this policy, "social media" refers to internet-based platforms that allow users to create, share, and interact with content and engage in public communication.
Examples include Facebook, X (formerly Twitter), Instagram, Linkedln, YouTube, Nextdoor, and other current or future social networking or content -sharing platforms used for public communication. For purposes of this policy, "comments" include information, articles, pictures, videos or any other form of communicative content posted on a City of Placentia social media site.
OVERSIGHT AND ENFORCEMENT
Employees representing the Agency through social media outlets or participating in social media features on Agency websites must maintain a high level of ethical conduct and professional decorum. Failure to do so is grounds for revoking the privilege to participate in Agency social media sites, blogs, or other social media features. Information must be presented following professional standards for good grammar, spelling, brevity, clarity and accuracy, and avoid jargon, obscure terminology, excessive emojis or hashtags, or acronyms. Agency employees recognize that the content and messages they post on social media websites are public and may be cited as official Agency statements. Social media should not be used to circumvent other Agency communication policies, including news media policy requirements. Agency employees may not publish information on Agency social media sites that includes:
• Confidential information
• Copyright violations
• False/Inaccurate information
• Profanity, racist, sexist, or derogatory content or comments • Partisan political views/endorsements
• Personal views or opinions
• Commercial endorsements or SPAM
ATT POLICY MANUAL
SOCIAL MEDIA POLICY