City of Roseville California RFP#08-108 SP -1:8
Well Drilling – Misty Wood (Well 13) and Campus Oaks (Well 19) [B:EU/EU-PROJECTS/Admin/Forms/Buildings&Grounds Project Manual: 11/28/22] CONTRACTOR’S
AMERICAN IRON AND STEEL CERTIFICATION
As the contractor for the Aquifer Storage and Recovery Well Drilling: Campus Oaks (Well 13) and Misty Wood (Well 19) project, I certify that I have read, understand and will comply with the “American Iron and Steel (AIS)” requirements of section 436 of P.L. 113-76, Consolidated Appropriations Act, 2014 (Act) that requires Clean Water State Revolving Loan Fund (CWSRF) and Drinking Water State Revolving Loan Fund (DWSRF) assistance recipients to use iron and steel products that are produced in the United States for projects for the construction, alteration, maintenance, or repair of a public water system or treatment works.
Name (Printed) Company
Name (Signature) Date
City of Roseville California RFP#08-108 SP -2:1
Well Drilling – Misty Wood (Well 13) and Campus Oaks (Well 19) [B:EU/EU-PROJECTS/Admin/Forms/Buildings&Grounds Project Manual: 11/28/22] SECTION 2. GOVERNOR NEWSOM EXECUTIVE ORDER N-6-22 (EO)
City of Roseville California RFP#08-108 SP – 3:1
Well Drilling – Misty Wood (Well 13) and Campus Oaks (Well 19) [B:EU/EU-PROJECTS/Admin/Forms/Buildings&Grounds Project Manual: 11/28/22]
SPECIFICATIONS FOR CONSTRUCTION
Specifications for the Construction of the City of Roseville Misty Wood (Well 19) and
Campus Oaks (Well 13) ASR Wells
Prepared for
By
November 2022
City of Roseville California RFP#08-108 SPEC -i
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
SECTION TABLE OF CONTENTS
1. GENERAL .....................................................................................................................................1
1.1. References ..........................................................................................................................1
1.2. General Requirements ........................................................................................................1
1.2.1. Purpose and Scope of Work ............................................................................................................ 1
1.2.2. Design Criteria and Performance Requirements ............................................................................. 4
1.2.3. Other Data ....................................................................................................................................... 5
1.2.4. Termination and Alternative Well ................................................................................................... 5
1.2.5. Contractor's Experience and Equipment ......................................................................................... 5
1.2.6. Drilling Fluids ................................................................................................................................... 5
1.2.7. Water for Drilling ............................................................................................................................. 6
1.2.8. Nuisance Water and Drill Cuttings .................................................................................................. 6
1.2.9. Records and Forms .......................................................................................................................... 6
1.2.10. Supervision ...................................................................................................................................... 6
1.2.11. Construction Inspection .................................................................................................................. 7
1.2.12. Notifications and Permits ................................................................................................................ 8
1.2.13. Project Site and Well Security ......................................................................................................... 8
1.3. Submittals: General ............................................................................................................8
1.3.1. Submittals: Materials ...................................................................................................................... 9
2. WELL CONSTRUCTION MATERIALS ................................................................................................9
2.1. Materials ............................................................................................................................9
2.1.1. Conductor Casing .......................................................................................................................... 10
2.1.2. Grout ............................................................................................................................................. 10
2.1.3. Casing Assembly ............................................................................................................................ 10
2.1.4. Annular Fill Material ...................................................................................................................... 12
2.1.5. Disinfection Agent ......................................................................................................................... 12
3. WELL CONSTRUCTION AND TESTING .......................................................................................... 12
3.1. Mobilization (Bid Item No. 1) ............................................................................................ 12
3.1.1. General .......................................................................................................................................... 12
3.1.2. Reverse Rotary Drilling Equipment ............................................................................................... 12
3.2. Sound Attenuation Walls (Bid Item No. 2) .......................................................................... 12
3.3. Conductor Casing Installation (Bid Item No. 3) ................................................................... 13
3.3.1. Scope ............................................................................................................................................. 13
3.3.2. Construction Methods .................................................................................................................. 13
3.4. Borehole Drilling (Bid Item No. 4) ...................................................................................... 13
3.4.1. Scope ............................................................................................................................................. 13
3.4.2. Construction Method .................................................................................................................... 13
3.5. Geophysical Log (Bid Item No. 5) ....................................................................................... 15
3.5.1. Scope ............................................................................................................................................. 15
3.5.2. Construction Methods .................................................................................................................. 15
3.6. Caliper and Borehole Geometry Survey (Bid Item No. 6) .................................................... 16 City of Roseville California RFP#08-108 SPEC -ii
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
3.6.1. Scope ............................................................................................................................................. 16
3.6.2. Survey Method .............................................................................................................................. 16
3.7. Installation of Well Casing, Screens, Sounding Pipe, and Gravel Fill Pipe (Bid Item No. 7 through 10) ....................................................................................................................... 16
3.7.1. Scope ............................................................................................................................................. 16
3.7.2. Construction Method .................................................................................................................... 16
3.8. Annular Fill and Annular Seal Installation (Bid Item No. 11 and No. 12) .............................. 18
3.8.1. Scope ............................................................................................................................................. 18
3.8.2. Annular Fill Material Placement Method ...................................................................................... 18
3.8.3. Annular Sealing Method ................................................................................................................ 19
3.9. Well Development (Bid Item No. 13) ................................................................................. 19
3.9.1. Scope ............................................................................................................................................. 19
3.9.2. Discharge of Initial Development Water ....................................................................................... 20
3.9.3. Discharge of Pump Development/Testing Water ......................................................................... 20
3.9.4. Equipment ..................................................................................................................................... 20
3.9.5. Development Methods ................................................................................................................. 21
3.9.6. Well Performance Requirements .................................................................................................. 23
3.10. Well and Aquifer Testing (Bid Item No. 14 through 16) ....................................................... 23
3.10.1. Scope ............................................................................................................................................. 23
3.10.2. Test Pumping Procedures ............................................................................................................. 23
3.10.3. Dynamic Flowmeter (Spinner) Survey ........................................................................................... 25
3.10.4. Water Samples .............................................................................................................................. 25
3.10.5. Records .......................................................................................................................................... 25
3.11. Plumbness and Alignment Testing and Video Survey (Bid Item No. 17) ............................... 25
3.11.1. Scope ............................................................................................................................................. 25
3.11.2. Methods ........................................................................................................................................ 26
3.12. Disinfection of Well (Bid Item No. 18) ................................................................................ 26
3.13. Well Head Completion ...................................................................................................... 27
3.14. Well Performance Requirements ....................................................................................... 27
3.15. Rejected Well ................................................................................................................... 28
3.15.1. Non-Payment ................................................................................................................................ 28
3.15.2. Well Sealing ................................................................................................................................... 28
3.15.3. Construction of Replacement Well ............................................................................................... 28
3.16. Site Clean-up and Records (Bid Item No. 19 and No. 20) ..................................................... 28
3.16.1. Cleanup ......................................................................................................................................... 28
3.16.2. Records .......................................................................................................................................... 28
3.17. Standby Time (Bid Item No. 21) ......................................................................................... 29
3.18. Destruction of Well ........................................................................................................... 29
3.18.1. General .......................................................................................................................................... 29
3.18.2. Methods ........................................................................................................................................ 29
4. Measurement and Payment ....................................................................................................... 29
4.1. Well Site Mobilization (Bid Item 1) .................................................................................... 30
4.2. Sound Walls (Bid Item 2) ................................................................................................... 30 City of Roseville California RFP#08-108 SPEC -iii
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
4.3. Conductor Casing (Bid Item 3) ........................................................................................... 30
4.4. Pilot Borehole Drilling (Bid Item 4) .................................................................................... 30
4.5. Geophysical Logging (Bid Item 5) ....................................................................................... 30
4.6. Caliper and Borehole Geometry Survey (Bid Item 6) ........................................................... 30
4.7. Blank Well Casing (Bid Item 7) ........................................................................................... 31
4.8. Wire Wrapped Well Screen (Bid Item 8) ............................................................................. 31
4.9. Sounding Pipe (Bid Item 9) ................................................................................................ 31
4.10. Gravel Fill Pipe (Bid Item 10) ............................................................................................. 31
4.11. Annular Fill Material (Bid Item 11) ..................................................................................... 31
4.12. Annular Seal (Bid Item 12) ................................................................................................. 32
4.13. Well Development (Bid Item 13) ........................................................................................ 32
4.14. Install and Remove Test Pump (Bid Item 14) ...................................................................... 32
4.15. Well and Aquifer Testing (Bid Item 15) .............................................................................. 32
4.16. Dynamic Flowmeter (Spinner) Testing (Bid Item 16) ........................................................... 32
4.17. Plumbness and Alignment Testing and Video Survey (Bid Item 17) ..................................... 32
4.18. Disinfection of Well (Bid Item 18) ...................................................................................... 33
4.19. Disposal of Drill Cuttings (Bid Item 19) ............................................................................... 33
4.20. Well Site Clean-up and Records (Bid Item 20) ..................................................................... 33
4.21. Well Standby Time (Bid Item 21) ....................................................................................... 33
City of Roseville California RFP#08-108 SPEC -1
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
1. GENERAL
1.1. References
The publications listed below form a part of this specification to the extent referenced. The publications are referred to within the text by the basic designation only. The most recent published edition of each of the reference standards apply. • AWS – American Welding Society
• ASTM – American Society of Testing and Materials
• NSF/ANSI – Standard 60, Drinking Water Treatment Chemicals • NSF/ANSI 61 – Drinking Water System Components – Health Effects • API – Standard 13-A, Drilling Fluid Materials, American Petroleum Institute • API – Standard 13-B-1, Recommended Practice Standard Procedure for Field Testing Water-Based Drilling Fluids
• ANSI/AWWA – A100-20 Water Wells
• Water Well Standards, State of California; Bulletin 74-90 (Supplement to Bulletin 74-81) June 1991 or latest applicable edition/revision.
1.2. General Requirements
1.2.1. Purpose and Scope of Work
1.2.1.1. Purpose
The water supply wells to be constructed under this Contract and in accordance with these Technical Provisions are intended for use as aquifer storage and recovery (ASR) wells. The well sites and wells to be constructed are summarized below:
Two wells will be constructed at the Roseville Sites. The design capacity of each well is tentatively 2,500 gpm. A test hole and monitoring well was constructed at each site for the purpose of gathering well design information. The wells will be constructed of 20-inch inside diameter stainless-steel casing, and stainless-steel wire wrapped well screen with a slot size of 0.060- inches. The well assemblies will be installed in a 30-inch diameter borehole.
The Misty Woods site is located approximately 260 feet northeast of the intersection of Laporte Drive and Pleasant Grove Boulevard in Roseville. The 420 foot well assembly will be constructed in a borehole drilled to 435 feet.
The Campus Oaks site is located approximately 175 feet southwest of the intersection of New Meadow Drive and Painted Desert Drive in Roseville. The 370 foot well assembly will be constructed in a borehole drilled to 380 feet.
1.2.1.2. General
A. The work consists of furnishing all drilling permits, materials, labor, equipment, fuel, tools, transportation and services for the drilling, construction, development, testing, and completion of two water supply wells, all in accordance with these Technical Provisions.
City of Roseville California RFP#08-108 SPEC -2
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 B. Other work by the Contractor shall include keeping records of all construction activities including time-drilling and work logs; capping of the well casings and cleaning and restoration of the well sites upon completion of work; and performing all necessary tasks for the safe and efficient construction and completion of the wells specified in these Technical Provisions. The Contractor shall make available to the Engineer all daily drilling and work records, as well as other specific information listed in these specifications, for the construction activities that are a part of this Contract.
C. The Owner is:
City of Roseville
2005 Hilltop Circle,
Roseville, CA 95747
Contact Person: Janice R. Gainey, P.E.
Telephone: (916) 774-5535
Email: [email protected]
D. The Engineer is:
Luhdorff and Scalmanini, Consulting Engineers
500 First Street
Woodland, CA 95695
Contact Person: Mr. Eddy Teasdale, P.G., CH.G
Telephone: (530) 661-0109
Cellular Telephone: (530) 419-9484
Email: [email protected]
The Engineer is the Owner's agent with respect to design, project coordination, and inspection.
1.2.1.3. Services Provided the Owner
The owner has obtained the necessary legal right-of-way for the drilling and well construction work.
1.2.1.4. Work Area Restrictions
A. General – The Contractor shall protect all existing facilities and shall keep the site clear and open at all times.
B. Coordination with Other Activities – Contractor is advised that other work may be conducted at the project site. The Contractor shall limit all activities to the designated work areas at each site.
C. Work Hours – 24-hour operations for drilling and construction of the well is allowed. All other work will be limited to between the hours 7 am to 7 pm Monday through Saturday and 8 am to 6 pm on Sundays.
D. Noise Control – Contractor shall provide and install sound walls at the Misty Woods project site.
E. Traffic Control – Contractor shall exercise caution and provide adequate traffic control when entering or exiting the project site. Contractor shall provide and arrange all traffic control signage as required by project permits and accepted safety practice.
City of Roseville California RFP#08-108 SPEC -3
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 F. Health and Safety – Contractor shall provide and adhere to a health and safety plan to address actual or potential hazards associated with the Work. A copy of the Contractor’s health and safety form shall be posted at the job site.
G. Hazardous Materials – The Contractor shall comply with all government laws, rules and regulations concerning the use of hazardous materials and the disposal of hazardous wastes at the job site, including but not limited to the following:
1. The Contractor shall not bring hazardous materials onto the job site or deliver hazardous materials without providing the Engineer, in advance, Material Safety Data Sheets for each hazardous material.
2. All hazardous material shall be stored and used in a safe manner and as directed by manufactures recommendations.
3. Any hazardous products, waste, or empty containers used or generated shall be properly and legally disposed of and shall not be poured down any drain or sewer nor disposed of in any trash container or dumpster.
4. The Contractor will be considered the hazardous waste generator and will be responsible for the legal transport and disposal of all hazardous waste. No containers or trash will be left on any job site.
5. Violation of any of the above methods shall be sufficient cause for the Engineer to stop all work. Any expense incurred by the Engineer caused by the work stoppage will be borne by the Contractor. These expenses will include all costs to return the job site and all other areas contaminated by the Contractor to a hazard-free condition.
6. The Contractor will be solely responsible for all the costs, including fines and penalties, for the investigation and cleanup of any suspected hazardous materials the Contractor used, left on the job site, or disposed through a municipal drain or sewer, and any damage to property and/or injury to any person.
1.2.1.5. Water Well Construction and Testing
A. The proposed well sites are located in Placer County in the City of Roseville as shown in the Plans.
B. A test hole was drilled at both sites for the purpose of gathering data to be used to design the wells. The lithologies encountered in the test holes as well as the geophysical logs from the test holes are depicted in the Plans.
C. Depth to ground water at the site is estimated to be between 100 and 110 feet below ground surface.
D. Time is of the essence for this project. The Contractor shall mobilize, construct, and test both wells within the timeframe set forth in the Contract Documents. Failure to do so will result in sufficient hardship and possible financial loss to the Owner.
E. The construction of the well structures shall consist of the following steps:
1. Drilling a conductor borehole and grouting in-place a steel conductor casing as specified in the Plans.
2. Establishing and maintaining a drilling fluid program to maintain borehole stability, transport cuttings to the surface, and to prevent excessive water loss.
3. Drilling a borehole below the conductor casing.
City of Roseville California RFP#08-108 SPEC -4
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
4. Performing geophysical surveys in the completed borehole.
5. Performing caliper and gyroscopic surveys in the completed borehole.
6. Conditioning of the drilling fluids for casing installation and gravel packing.
7. Installing a casing assembly consisting of blank well casing and well screen, all as specified in the Plans.
8. Equipping the casing with centralizers to ensure that the casing assembly is centered in the borehole.
9. Installing a 2-inch diameter, Schedule 40 Type 304 stainless steel pipe where it will enter the well casing to serve as a still well for measuring water levels in the well as specified in the Plans.
10. Installing a 3-inch diameter, Schedule 40 black steel pipe to be used as a gravel fill pipe as specified in the Plans.
11. Installing a graded annular fill material between the well casing and borehole wall from the bottom of the production borehole to the depth specified in the Plans by the tremie pipe method.
12. Placement of sand/cement annular seal from the top of the graded annular fill to ground surface as specified in the plans by the tremie pipe method.
F. Initial development of the wells shall consist of open-ended airlift pumping from the sump and a combination of airlift pumping and swabbing, through the screened intervals. An engine driven deep well turbine pump shall be temporarily installed for final well development and testing. For bidding purposes, the temporary pumps shall be installed to a depth of 250 feet at the Misty Wood location and 260 feet at the Campus Oaks location.
The pump and engine shall be capable of pumping 150 percent of the wells design capacity. The final development methods shall include frequent surging and shall proceed until the well satisfies performance requirements concerning sand content and well efficiency, as specified herein.
G. After final development and when the well meets the specified performance requirements, pumping tests will be performed including an 8-hour step test with steps at 50, 75, 100, 125 and 150 percent of the final design capacity of the well, and a 12-hour constant rate discharge test at the final design capacity. The final design capacity of the well will be determined by the Engineer based on evaluation of well performance during the step test.
1.2.2. Design Criteria and Performance Requirements
The design of the subject wells includes specifications for screen intake locations, slot size and gravel pack gradation for sand control, sealing for sanitary and other water quality concerns, and consideration of other structural requirements. The specified design does not relieve the Contractor of the performance requirements that are a part of these Technical Provisions. Should the Contractor feel that the design furnished by the Owner will affect Contractor’s ability to achieve the performance requirements based upon the Contractor's interpretation of the formation samples obtained during the drilling of the production well, the Contractor shall, within 24 hours following completion of the drilling of the borehole, inform the Owner of Contractor’s concerns and furnish a written report to the Engineer specifying alternate recommendations for completion of the well which would satisfy these Technical Provisions and the performance requirements herein.
The alternate recommendations shall include Contractor’s estimate of the yield that will be
City of Roseville California RFP#08-108 SPEC -5
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 obtained, sieve analyses of the formation samples, the material settings, size of screen openings, and the type and grading of gravel material to be used for a gravel envelope.
1.2.3. Other Data
A test hole was drilled at the project sites for the purpose of designing the production wells.
Information for existing municipal wells in the vicinity of the proposed wells have been reviewed to determine their current yield (i.e., pumping capacity), drawdown, and specific capacity. The Contractor may inspect and evaluate all information concerning the test hole and information from the existing wells upon written request to the Engineer. This information will be made available solely for the purpose of assisting with the bidding process and is not intended to relieve the Contractor of any responsibility to perform the work under the terms of these Technical Provisions.
1.2.4. Termination and Alternative Well
The Owner reserves the right to terminate the work on any well at any time. In such an event, the Contractor shall be paid for work completed at that time on the basis of the unit bid prices. The Owner reserves the right to select an alternate well site to replace an abandoned well. If the Owner chooses an alternate site, the Contractor shall be paid for the work done on the alternate well on the basis of the unit bid prices.
1.2.5. Contractor's Experience and Equipment
1.2.5.1. Contractor’s Experience
The Contractor shall be experienced in well projects of similar scope as judged by the Owner.
1.2.5.2. Contractor’s Equipment
The water supply wells to be drilled in accordance with these Technical Provisions shall be drilled by the reverse rotary drilling method, with drilling equipment in good condition and of sufficient capacity to drill the hole required by these Technical Provisions. All drilling equipment including mast and draw works, air compressors, drilling fluid pumps, drill pipe, etc., must be of requisite size, sufficient capacity, and suitable condition to drill and set casing to the specified depth.
1.2.6. Drilling Fluids
1.2.6.1. Drilling Fluid Control Program
A. A drilling fluid control program shall be submitted and approved by the Engineer prior to the commencement of drilling operations. Selection and use of the drilling fluid materials shall be a part of this Contract. The Contractor shall be responsible for maintaining the quality of the drilling fluid to assure protection of water bearing and potential water bearing formations exposed in the borehole and the ability to obtain representative samples of the aquifer materials encountered during the drilling process. The Contractor shall use fresh, non-polluted water from the approved source to prepare the drilling fluid. Any modification of the approved drilling fluid control program shall first be approved by the Engineer.
B. The Contractor shall submit, for approval by the Engineer, a list of all additives that will be employed or are anticipated to be used during the drilling operations prior to the commencement of drilling. Drilling fluid additives shall meet or surpass Standard 13-A, Drilling Fluid Materials, American Petroleum Institute. All drilling fluid additives must comply with recognized industry standards and practices, and they must be applied and used as prescribed by the manufacturer. Toxic or dangerous substances shall not be
City of Roseville California RFP#08-108 SPEC -6
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 added to the drilling fluid. The disallowance of any material by the Owner prior to or during construction of the well will not relieve the Contractor of the responsibility to complete the drilling program as defined in these Technical Provisions.
1.2.6.2. Failure to Maintain Proper Control
Proper control of the drilling fluid must be maintained to the satisfaction of the Engineer.
The Contractor will be required, at the Contractor's expense, to retain or employ an experienced, qualified drilling fluid engineer to supervise and maintain the drilling fluid properties if such control cannot be accomplished by the Contractor to the satisfaction of the Engineer.
1.2.6.3. Non-Compliance
If at any time the drilling fluid does not comply with these Technical Provisions, or the approved recommendations of a drilling fluid engineer, the drilling fluid shall be re- conditioned and tested until the drilling fluid obtains the specified characteristics. If proper drilling fluid properties cannot be maintained, the drilling fluid shall be replaced at the Contractor's expense.
1.2.7. Water for Drilling
Water for drilling will be available via a fire hydrant 800 ft northeast of the Misty Wood site and via a fire hydrant 650 ft southwest of the Campus Oaks site as indicated on the plans. The equipment needed to deliver water from the fire hydrant near the Misty Wood site will need to cross a street and a public sidewalk. The Contractor shall supply drive/walk over hose ramps so as not to interfere with regular auto or pedestrian traffic. The Contractor is responsible for supplying the necessary equipment for delivering the water from the connection point to the drilling location.
The Contractor shall be responsible for and shall adhere to all City requirements with regards to metering and backflow equipment. Water will be made available to the Contractor at no cost.
1.2.8. Nuisance Water and Drill Cuttings
Nuisance Water – Nuisance water, such as rainfall or surface runoff, may occur at the well site during the period of construction under this contract. The Contractor shall at all times protect the Work from damage by such waters and shall take all due measures to prevent delays in progress of the Work caused by such waters.
Drill Cuttings – The Contractor may stockpile drill cuttings at the site as directed by the Engineer before offsite disposal by the Contractor.
1.2.9. Records and Forms
The Contractor shall maintain current records on the site at all times to show:
A. Time, depth, and results of all drilling fluid tests.
B. All materials added to the system, kind, amount, time, and depth.
C. Variances or modifications from agreed-to drilling fluid program; time, depth, reason for variance/modification, and authorization.
1.2.10. Supervision
The Contractor shall designate one person who will have full decision-making authority to represent the Contractor on a daily basis at the project site.
City of Roseville California RFP#08-108 SPEC -7
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
1.2.11. Construction Inspection
1.2.11.1. General
The Contractor will be required to contact the Engineer at various stages of construction for the purpose of construction inspection. The Contractor shall perform no work until the Engineer has made such inspection. The Contractor shall notify the Engineer at least 24 hours prior to each of the required inspections to assure that a representative will be available to conduct the inspection.
1.2.11.2. Inspection Items
The following is a list of required inspection items. Inspection and approval of each item by the Engineer is required before proceeding to a subsequent stage of the project.
Description Item
1) Mobilization Equipment (Drilling equipment and
accessories), Site layout, Storm Water
Prevention Measures, Sanitary Facilities
2) Construction Materials Drilling Fluid Additives
Casing and Screen Sections
Gravel Fill pipe, Sounding Pipe and Sounding
Pipe Inlet Structure,
Gravel
3) Drilling Drilling Fluid Properties
Geophysical, Caliper, and Borehole Geometry
Survey
4) Construction Conductor Casing Installation
Casing Assembly Installation
Gravel Fill and Sounding Tube Installation
Gravel Envelope Installation
Seal Placement
5) Plumbness and Alignment Equipment
Testing
6) Well Development Swabbing Tool
Pumping Equipment
Discharge Assembly
7) Well Testing Sand Test
Well and Aquifer Tests
Video Survey
Plumbness and Alignment Testing
8) Disinfection Disinfection Agent
Disinfection
9) Final Casing Stick-up and Security
Site Clean-up
City of Roseville California RFP#08-108 SPEC -8
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
1.2.11.3. Access for Inspection
Contractor shall provide safe access to all areas of the work site and permit inspection by the Engineer at all times.
1.2.12. Notifications and Permits
It shall be the Contractor’s responsibility to obtain the appropriate well permits and to satisfy all requirements of that permit. The well permitting agency for this project is:
The City of Roseville
2005 Hilltop Circle
Roseville, CA
(916) 774-5752
The Contractor shall provide the Engineer with completed permit applications for review and approval before submission to the permitting agency.
The Contractor shall notify the Engineer and the appropriate regulatory agencies in advance of the start and completion of the well.
1.2.13. Project Site and Well Security
The Contractor shall provide at all times during well construction suitable means of protecting the well bore and casing assemblies, when installed, from the entrance of foreign objects and from vandalism.
1.3. Submittals: General
The Contractor shall submit the following general submittals as part of a single package to the Engineer before mobilization to either project site.
1. A description of the drilling equipment including rig manufacturer, model, mast height, capacity, maximum casing length, and drill pipe diameter, length, and connection type.
2. A construction schedule for well construction and testing.
3. A site plan of the drilling location delineating the location and size of the drilling rig and related support equipment, tank locations, access roads, casing and gravel storage, sanitary facilities, drill cuttings stockpile, and site trash storage.
4. A storm water protection program and plan.
5. The Contractor's daily report form.
6. A health and safety plan.
7. A list of supervisory personnel who will be responsible for the performance of all work associated with the Contract. The list will include the phone numbers where the personnel may be reached by the Engineer.
8. List of proposed subcontractors.
9. A drawing delineating the size, location, and plumbing arrangement of the equipment to be used during the gravel packing operations.
10. A drawing illustrating the tools, equipment, and discharge piping to be used during the well development operations.
City of Roseville California RFP#08-108 SPEC -9
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
11. The Contractor’s estimates of the volumes of gravel and sealing material required to fill the theoretical annular spaces in the well in accordance with the specified design.
12. A proposed drilling fluid control program.
1.3.1. Submittals: Materials
The Contractor shall submit certificates of compliance for the following materials for approval by the Engineer. No material shall be incorporated into the work until certificates of compliance have been approved in writing by the Engineer.
A. Conductor Casing
B. Sand Cement Grout
C. Blank Production Well Casing
D. Production Well Screen
E. Sounding Pipe
F. Gravel Fill Pipe
G. Gravel Envelope Material
H. Sieve analysis of the gravel pack material.
I. Disinfection Agent
1.3.1.1. Product Submittal Requirements
A. Certificates of compliance from the Contractor, suppliers, and/or manufacturers, shall clearly indicate that the material to be delivered to the job site will meet all requirements of these Technical Provisions. A certificate of compliance shall include, but not be limited to the project title, delivery location, date (or approximate date) of delivery, name of the material with appropriate classification or model numbers, quantity, name of the manufacturer, statement of compliance with all requirements of the Technical Provisions, and the name, title and signature of the certifying agent.
B. NSF/ANSI 60/61 certifications shall be submitted for each material used in the drilling of the borehole or construction of the well.
C. A factory or mill certification (laboratory test report) shall be submitted with the certificates of compliance for all components of the casing assembly. The factory or mill certification shall not be a substitute for the certificate of compliance unless it contains all information required for a certificate of compliance as described above.
D. Insufficient, incomplete, or unclear certificates will be rejected, and the Contractor shall be responsible for all delays caused by any need for re-submittal. Said delays will not serve as a condition for awarding additional workdays for determining liquidated damages.
2. WELL CONSTRUCTION MATERIALS
2.1. Materials
All materials provided by the Contractor to be incorporated into the work shall be new.
City of Roseville California RFP#08-108 SPEC -10
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
2.1.1. Conductor Casing
A. Conductor Casing and Collars – The conductor casing for both wells shall be manufactured of ASTM A139 Grade B steel. Conductor Casing shall have the following dimensions:
36-inch O.D. x 3/8-inch wall
Collars, if utilized, shall be of the same thickness and have the same physical and chemical properties as the casing, 5 inches minimum in width, shall be rolled to fit the outside diameter, and shall be circumferentially welded to the casing section. The inside edge of the collars shall be ground or sufficiently scarfed to remove sharp edges, burrs and welds. Alignment holes shall be provided in each collar to insure proper matching of the sections. The male end of the casing section shall be ground to remove the excess welding bead for a distance of 4 inches to permit the casing section to enter the collar during field assembly without binding.
B. Alignment – All casing section ends shall be flat and perpendicular to the axis of the casings. Longitudinal welds shall be ground flush and the inside of the collar and outside of the casing sections shall be de-burred and fitted prior to assembly. The ends of all sections shall not vary more than 0.010 inches at any point from a true plane perpendicular to the casing.
C. Centralizers – Centralizers shall be manufactured of the same material thickness as the casing. They shall be a minimum 2-inches in width and 30 inches in length and shall be angled to provide a minimum 2-1/2-inch offset between the casing and borehole wall. Each centralizer strip shall provide at least 1-foot length of bearing surface at the bore interface.
A minimum of 4 centralizers shall be provided at each location for centering the casing.
Centralizers shall be placed on the conductors five feet below ground surface and five feet from the bottom of the conductor.
D. Roundness – The casing shall be round such that neither the largest nor smallest outer diameter differs from that specified to the equivalent of less than or equal to one percent ellipticity.
2.1.2. Grout
The grouting material shall consist of a sand-cement mixture as described by California Department of Water Resources Well Standards, Bulletin 74-81/Supplement 74-90. The cement shall be Type I or II as defined by the Standards. The mixture shall conform to State standards and local ordinances (well permitting agency) for sanitary seals.
2.1.3. Casing Assembly
The casing assembly consists of blank well casing, screen intake section, and external sounding and gravel fill pipes. The Contractor shall provide materials and components that are compatible for field assembly.
A. Blank Well Casing
1. The blank well casing shall be as specified below and as shown in the Plans.
2. For field assembly, ends of casing sections shall be furnished with collars. Collars shall be of the same thickness and have the same physical and chemical properties as the corresponding casing section, shall be 5 inches minimum in width, shall be rolled to fit the outside diameter, and shall be circumferentially welded to the casing section. The
City of Roseville California RFP#08-108 SPEC -11
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 inside edge of the collars shall be ground or sufficiently scarfed to remove sharp edges, burrs, and welds. Alignment holes shall be provided in each collar to insure proper matching of the sections. The male end of the casing section shall be ground to remove the excess welding bead for a distance of 4-inches to permit the casing section to enter the collar during field assembly without binding.
B. Wire Wrapped Well Screen
1. Wire wrapped well screen and attached end fittings shall be as specified below and as shown in the Plans and shall be fabricated from ASTM A-778 Type 304L stainless steel. The screen sections shall be furnished with collars of the same material as the screen body and with the tolerances specified for blank well casing.
2. The width of the well screen slots shall be 0.060-inches
3. For field assembly, ends of casing sections shall be furnished with collars. Collars shall be of the same thickness and have the same physical and chemical properties as the corresponding casing section, shall be 5 inches minimum in width, shall be rolled to fit the outside diameter, and shall be circumferentially welded to the casing section. The inside edge of the collars shall be ground or sufficiently scarfed to remove sharp edges, burrs and welds. Alignment holes shall be provided in each collar to insure proper matching of the sections. The male end of the casing section shall be ground to remove the excess welding bead for a distance of 4 inches to permit the casing section to enter the collar during field assembly without binding.
4. The blank well casing and intake screen shall be manufactured by the same source to insure compatibility for field assembly.
C. Alignment – All casing section ends shall be machined flat and perpendicular to the axis of the casings. Longitudinal welds shall be ground flush and the inside of the collar and outside of the casing sections shall be de-burred and fitted prior to assembly. The ends of all sections shall not vary more than 0.010 inches at any point from a true plane perpendicular to the casing.
D. Centralizers – Centralizers shall be manufactured of the same material thickness as the casing. They shall be a minimum 2-inches in width and 30 inches in length and shall be angled to provide a 5-inch offset between the casing and borehole wall. Each centralizer strip shall provide at least 1-foot length of bearing surface at the bore interface. A minimum of 4 centralizers shall be provided at each location for centering the casing.
E. Roundness – The casing shall be round such that neither the largest nor smallest outer diameter differs from that specified to the equivalent of less than or equal to one percent ellipticity.
F. Bottom Plate – The bottom end piece of the casing assembly shall be secured by a semi elliptical (SE)-type head of the same thickness and material as the blank well casing.
G. Sounding Pipe – Two-inch Schedule 40, ASTM Type 304L stainless steel pipe, in random lengths, shall be furnished for the installation of the sounding pipe to the specified depth.
The sounding pipe shall be furnished with collars for assembly by welding.
H. Gravel Fill Pipe – Three-inch Schedule 40 ASTM A-53 pipe, in random lengths, shall be furnished for the installation of the gravel fill pipe to the specified depth. The gravel fill pipe shall be assembled by butt welding.
City of Roseville California RFP#08-108 SPEC -12
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
2.1.4. Annular Fill Material
Glass beads shall be used fill the annulus below the annular seal in each well. SiLibeads, manufactured by Sigmund Lindner or Sur-Pak, manufactured by John Screens are the only approved glass bead materials.
The gradation of the beads shall conform to that published by the manufacturer. The beads shall be delivered to the well site and stored in super sacks. Upon delivery to the well site, the Engineer will inspect and verify that the beads meet the specified type and gradation before it is installed in the well. Failure to meet the specified gradation shall be grounds for rejection of the delivered material. The beads shall be protected at the job site and kept free of all foreign matter.
2.1.5. Disinfection Agent
Liquid sodium hypochlorite shall be used to disinfect the gravel. The disinfectant shall be delivered to the site in original un-opened containers bearing the manufacturer’s label indicating the percentage of available chlorine. Liquid sodium hypochlorite shall not be stored for more than 60 days after the manufactured date prior to use. During secured storage, disinfectants shall not be exposed to the atmosphere or to direct sunlight.
3. WELL CONSTRUCTION AND TESTING
3.1. Mobilization (Bid Item No. 1)
3.1.1. General
A. Mobilization shall include transportation of personnel, equipment, and operating supplies to and from the site; providing portable sanitary facilities; providing approved fencing or barricades suitable to keep unauthorized personnel away from construction activities around the site; providing site security, providing pumping equipment, discharge lines, and other necessary facilities at the site; and other preparatory work at the site for the Contractor to conduct the specified work.
B. The Contractor shall provide a complete reverse rotary drilling unit; all tools, accessories, power, fuel, materials, supplies, lighting, piping, and other equipment; and experienced personnel necessary to conduct safe and efficient drilling operations. The drilling unit shall be in good condition and of such capacity as to drill the borehole required by these Technical Provisions. All drilling equipment shall be thoroughly steam cleaned prior to performing any work on the project.
3.1.2. Reverse Rotary Drilling Equipment
A. The drilling equipment shall be equipped with a dial reading weight indicator suitable for reading the weight of the drilling string and the casing loads.
B. Tanks shall be used for circulation of drilling fluids during drilling and construction of the well as specified below. The volume of the tanks shall be at least 100% the volume of the borehole.
3.2. Sound Attenuation Walls (Bid Item No. 2)
Temporary noise barrier walls are to be installed, maintained, and removed by the Contractor at the Misty Wood site such that they will enclose the equipment operating area and shall be a minimum of 20 feet in height. All noise control barrier walls shall be designed to preclude structural failure due to such factors as winds, shear, shallow soil failure, earthquakes, and
City of Roseville California RFP#08-108 SPEC -13
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 erosion. The length and location of noise control barrier walls shall be adequate to assure noise levels conform to the City of Roseville’s noise ordinance. The placement of the sound panels for the well sites will be discussed during the pre-bid meeting. The length of noise barrier walls at the well site is estimated to be roughly 200 linear ft.
3.3. Conductor Casing Installation (Bid Item No. 3)
3.3.1. Scope
This item shall consist of drilling of a borehole, furnishing and installing conductor casing, and grouting it into place for each well.
3.3.2. Construction Methods
The Contractor shall drill a 48-inch diameter borehole to a depth of 70-feet.
The conductor boreholes shall be drilled using the bucket auger drilling method.
A. Centralization – Care shall be taken to install the casings plumb. A set of four centralizers shall be attached on 90 degrees spacing at each centralizer location. The centralizers shall be attached directly to the casing by welding in order to center and hold the casing in the proper position until grouting is completed. Centralizers shall be installed at 5 feet from the top and 5 feet from the bottom of the casing.
B. Grouting
1. Grouting operations shall comply with State and local ordinances.
2. Sand/Cement grout shall be pumped into the annular spaces by means of a tremie pipe. The tremie pipe must be set within five (5) feet of the bottom of the borehole at the start of the placement. The tremie pipe may be raised during seal placement to avoid excessive pump pressures on the casing. The end of the tremie pipe must remain submerged in grout and the tremie pipe shall be kept full of grout at all times during the seal placement. Upon completion of the sealing operation, uncontaminated grout shall be visible above the surface of the ground outside the casing.
3. The grout shall be placed in one continuous lift. The Contractor shall keep the inside of the casing full of water during the sealing operation.
4. After grouting operations are completed, the well shall be secured and left undisturbed. Work shall not resume until 24 hours has elapsed.
3.4. Borehole Drilling (Bid Item No. 4)
3.4.1. Scope
This item shall consist of drilling the borehole.
3.4.2. Construction Method
The boreholes shall be constructed using reverse rotary drilling equipment. The boreholes shall be drilled at a diameter of not less than 30-inches to a depth of 380 feet at the Misty Woods Site and 435 feet at the Campus Oaks Site.
City of Roseville California RFP#08-108 SPEC -14
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 A. Establishment of an Acceptable Drilling Fluid System – At the completion of conductor casing installation, the Contractor shall recondition or replace the drilling fluid system to comply with the approved drilling fluid program.
B. Drilling Method
1. The Contractor shall be responsible for keeping the well bore full at all times in order to maintain the integrity of the borehole. Sufficient piping of adequate diameter to convey water from the approved source to the drilling sump is the responsibility of the Contractor.
2. The Contractor shall employ appropriate drill collars to ensure that the hole remains straight and plumb during drilling operations.
C. Drilling Fluid Program – A drilling fluid program shall be employed by the contractor in accordance with the following general conditions.
1. A drilling fluid control program shall be submitted to the Engineer for approval.
Selection and use of the drilling fluid materials shall be a part of this agreement.
The Contractor shall be responsible for maintaining the quality of the drilling fluid to assure protection of water bearing and potential water bearing formations exposed in the borehole, and the ability to obtain reliable representative samples of the formation materials.
2. Material used by the Contractor to prepare the drilling fluid shall be composed of water from an assigned source and drilling additives processed to meet or surpass the specification in the American Petroleum Institute "Std. 13-A for Drilling Fluid Materials.” All drilling fluid additives will comply with recognized industry standards and practices, and they shall be used as prescribed by the manufacturer. Toxic and/or dangerous substances shall not be added to the drilling fluid.
3. The drilling fluid for the reverse rotary construction shall be made up of high-grade bentonite clays or organic polymer additives in common drilling usage in the water well industry and shall possess such characteristics as required to condition the walls of the borehole to prevent caving of formations and excessive loss of circulation, facilitate removal of the cuttings, and produce an easily removed thin filter cake.
4. In accordance with these Technical Provisions, the Contractor shall submit a drilling fluid program for approval prior to construction. The submittal shall include the recommendations for make-up water conditioning, quantities of clay base, and additives required to maintain a drilling fluid having properties within the ranges specified below for drilling operations.
Weight 8.3 to 9.0 lb./gal.
Marsh Funnel Viscosity 28 to 35 sec./qt.
Sand Content (Returns) 0-2% by volume
API Filter Cake <3/32” Thickness
5. The above drilling fluid parameters can be modified to address flowing conditions.
Any proposed modifications to address such conditions shall be prepared by a drilling fluid specialist and submitted to the Engineer for approval before implementation.
City of Roseville California RFP#08-108 SPEC -15
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
6. The drilling rig must be equipped with equipment to measure the above drilling fluid properties. The measurements must be made at a minimum of once every 4 hours with the results reported on the daily drilling log.
7. Proper control of the drilling fluid must be maintained to the satisfaction of the Engineer. The Contractor will be required, at the Contractor's expense, to retain or employ an experienced, qualified drilling fluid, or mud engineer acceptable to the Engineer to supervise and maintain drilling fluid characteristics to the satisfaction of the Engineer if such control cannot be accomplished by the Contractor.
8. If at any time the drilling fluid is not in compliance with these Technical Provisions or the recommendations of the drilling fluid engineer, as approved by the Engineer, the properties shall be adjusted, and the tests rerun until the drilling fluid obtains the specified characteristics. If the specified properties cannot be maintained, the drilling fluid shall be replaced at the Contractors expense.
3.5. Geophysical Log (Bid Item No. 5)
3.5.1. Scope
This item shall consist of furnishing geophysical surveying including spontaneous potential and multiple resistivity logs.
3.5.2. Construction Methods
1. When drilling has reached the prescribed final depth, the Contractor shall conduct a geophysical survey in the borehole. Acceptable service companies include Pacific Surveys, Stewart Well Logging, or equivalent as approved by the Engineer. The Borehole geophysical survey shall include spontaneous potential (SP), natural gamma, and multiple resistivity logs.
2. The spontaneous potential survey shall be plotted on a scale of one-inch equal to plus or minus 20 millivolts. The multiple resistivity survey shall consist of a point resistivity curve and multiple resistivity curves for 16-inch short normal and 64-inch-long normal recordings on a one-inch equal to 20- or 40-ohm scale. All surveys shall be plotted on a depth scale of one-inch equal to 20 feet.
3. The Contractor is responsible for the integrity of the borehole to assure that the geophysical logging is successfully completed. The Contractor shall maintain circulation in the borehole with tools on the bottom of the hole until the logging equipment is on location and prepared to conduct the surveys. The logging service company shall have access to a ditch sample of the circulation fluid for calibration of the logs prior to ceasing circulation. When the logging service company is fully prepared, the Contractor shall pull drilling tools from the well and the logging services immediately commenced. If the logging tools fail to reach the desired depth, the Contractor, at Contractor’s expense, shall reinstall the drilling tools into the borehole, cleanout the borehole to the final drilled depth, and recondition the hole to allow for logging operations.
Upon completion of logging, the Contractor will deliver to the Engineer six (6) field prints and a digital file of the geophysical surveys, including the raw data (e.g., .las files). The Engineer shall approve the field copies of the surveys before the Contractor releases the logging service company form the site.
City of Roseville California RFP#08-108 SPEC -16
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
3.6. Caliper and Borehole Geometry Survey (Bid Item No. 6)
3.6.1. Scope
Work shall consist of performing a caliper and borehole geometry survey borehole reams as specified under these Technical Provisions and the bid documents, unless otherwise specified in writing by the Engineer.
3.6.2. Survey Method
A. Caliper Log
1. When drilling has reached the prescribed final depth, the Contractor shall conduct a caliper survey to confirm diameter of the borehole. The caliper survey will be used to verify the quantities of gravel and sand/cement grout that will be required for later installation during the well construction.
2. If at any point within the intake or screened portion of the well a minimum gravel pack thickness of 5 inches cannot be achieved, the borehole will be considered unacceptable for completion. The Contractor shall then proceed to ream the hole at Contractor’s own expense. A second caliper log shall be conducted on completion of the reaming, at the expense of the Contractor, to satisfy the requirements of the Contract. If the borehole remains unacceptable and it is determined that the well cannot be reasonably constructed to satisfy these Technical Provisions, the Contractor shall abandon the hole and re-drill the well at a new location on the site, all in accordance with the requirements of Section 3.15. All costs for abandonment to meet these requirements shall be borne by the Contractor. Additional workdays may be awarded at the sole discretion of the Engineer.
B. Borehole Geometry Survey
The borehole geometry survey tool shall be incorporated into a X-Y caliper tool and shall measure borehole inclination and direction using an integrated magnetometer and accelerometers. Inclination shall be reported in degrees and direction shall be reported in azimuthal degrees. If the results of the borehole geometry survey indicate that the Contractor will not be in compliance with the well casing plumbness and/or alignment requirements described in Section 3.11, the Contractor is advised to correct the deviation prior to the commencement of well construction. Failure to comply with the plumbness and/or alignment requirements is grounds for rejection of the completed well.
3.7. Installation of Well Casing, Screens, Sounding Pipe, and Gravel Fill Pipe (Bid Item No. 7 through 10)
3.7.1. Scope
This item shall consist of providing and installing casing, screens, tremie pipe, sounding pipe, and gravel fill pipe.
3.7.2. Construction Method
At the completion of the drilling and geophysical operations, the Contractor will prepare the borehole for casing installation. The Contractor shall insure that all cuttings have been removed from the borehole.
A. Tremie, Accessory Pipes, and Casing Installation
City of Roseville California RFP#08-108 SPEC -17
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
1. A tremie pipe having a minimum inside diameter of 2-inches shall be run into the borehole to the bottom of specified casing installation depth. Circulation shall commence 30 minutes prior to casing installation and continue until the start of gravel packing. Circulation shall commence using drilling fluid from the circulation tanks of the same viscosity as that in the borehole and thinned using clean water containing less than 2 percent solids. With the tremie pipe remaining in the borehole, casing installation shall proceed in accordance with the specified well design.
2. Circulation through the tremie pipe shall continue during the casing and screen installation.
3. Three-inch steel pipe shall be used as a gravel fill pipe. The pipe shall be installed to the depth specified in the Plans. The pipe assembly shall be butt welded together to provide a watertight seal. The gravel fill pipe shall be pulled to the side and welded to the conductor casing at ground level, as shown in the Plans.
Orientation of the 3-inch pipe shall be offset from the future pump discharge side of the well as specified in the Plans.
4. All casing sections must be welded together in the field in a vertical position. Field joints shall be properly lap welded during installation into the borehole with a minimum of two passes per circumference. Welding electrodes used for welding shall be of a grade applicable to the material being welded. All alignment holes shall be filled by welding to prevent entry of water into the completed well through the holes.
5. Centralizers, 4 per set, placed on 90 degrees spacing, shall be attached directly to the casing by welding in order to center and hold the casing in the proper position until the gravel is in place. Centralizers shall be positioned at the sump, above and below each screen section, and every 80 feet of the production casing. The casing shall not be centralized between ground surface and a depth of 50 feet, however.
6. Two-inch collared stainless steel sounding pipe to be used as a still well shall be connected to the sounding box and held close to the casing with U-shaped straps or rings as shown on the Plans. The pipe shall be run concurrently with the casing and attached to the outside of the production casing as shown in the Plans. The sounding pipe assembly shall be welded together to provide a watertight seal. The sounding pipe shall not be attached to the casing within 50 feet of the ground surface. The sounding pipe shall be pulled to the side and welded to the conductor casing at ground level, as shown in the Plans. Orientation of the 2-inch pipe shall be offset from the future pump discharge side of the well as specified in the Plans.
7. The casing shall be suspended in tension from the surface by means of an appropriate hanger or clamp. The use of float plugs to land and set casing will not be permitted. The bottom of the casing assembly shall be at a sufficient distance above the bottom of the borehole to ensure that none of the casing assembly will be supported from the bottom of the hole. Verification of this requirement will be confirmed by the Engineer by observation of the total weight suspended by the drill rig on the weight indicator.
8. If, for any reason, the casing assembly cannot be landed in the correct position or at a depth acceptable to the Engineer, the Contractor shall remove the casing and screen from the well and ream the borehole to the depth specified in the final well design. In no event shall the Contractor attempt to drive or "spud" the casing and
City of Roseville California RFP#08-108 SPEC -18
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 screen assembly. If problems arise that prevent the Contractor from completing the well, it will be considered rejected and the provisions of Section 3.15 will apply.
9. The casing shall be centered in the conductor casing. Failure to center the casing in the conductor will be grounds for rejected and the provisions of Section 3.15 will apply.
B. Casing and Accessory Pipe Stick-up
1. The well casing assembly and accessory pipes shall be installed with a minimum of 4-feet of stick-up above existing ground level.
C. Preliminary Plumbness and Alignment Survey – A preliminary test to examine the plumbness and alignment of the casing may be made by the Contractor after the casing has been installed in the borehole and before gravel packing is commenced. The intent of preliminary testing is to identify any plumbness and alignment problems so that they may be corrected before installation of the gravel envelope and seal. Any determination made by the Contractor concerning the plumbness and alignment of the well at this point in construction shall not relieve the Contractor of the requirements specified in Section 3.11.
Any measures required to correct faulty plumbness and/or alignment shall be at the Contractors own expense.
3.8. Annular Fill and Annular Seal Installation (Bid Item No. 11 and No. 12)
3.8.1. Scope
This item shall consist of providing and installing a graded glass beads and sealing material in the annulus between the casing assembly and the borehole.
3.8.2. Annular Fill Material Placement Method
Prior to gravel packing, the borehole fluid shall be conditioned as follows:
Weight < or = to 8.9 lb./gal.
Marsh Funnel Viscosity < or = to 30 sec./qt.
If the borehole fluid exceeds this specification, the Contractor shall thin the fluid with the addition of clean water to the drilling fluid tank or sump while circulating the entire system. The Contractor shall avoid directly injecting water into the well before the hole fluid has been properly conditioned and the densities and consistencies are matched.
A. Placement
1. Glass beads l must be gravity fed through the tremie pipe with conditioned fluid.
The feed system shall consist of a hopper that will allow for the measurement of the amount of gravel packing material entering the borehole.
2. The beads shall not be permitted to free-fall in the annulus for more than 30 feet.
3. The gravel shall be sterilized by continuously mixing at least one gallon of 5-1/2 percent liquid sodium hypochlorite solution per 100 cubic feet of beads as it is placed in the well.
4. Bead placement shall continue uninterrupted until the beads are installed to the specified depth.
B. Attaining Proper Fill – The quantities of beads placed in the annulus of the well shall not be less than the computed volume calculated from the caliper log and verified by the
City of Roseville California RFP#08-108 SPEC -19
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 Engineer. A quantity less than the computed value may be judged as an indication of voids, and corrective measures may be required of the Contractor. Significant differences between the estimated and total volume of beads installed in the well may be grounds for the rejection of the well under Section 3.15.
C. Consolidation – After the beads have been installed to the level indicated on the plans, the beads shall be consolidated to ensure that no voids in the beads exist. This can be accomplished with a swab or bailer lowered in the well and moved up and down for a minimum of one hour. After consolidation, the bead level shall be measured to determine if consolidation has occurred. If the bead level has dropped, additional beads shall be added to bring the bead level to the specified level and swabbed or bailed again. This process will be repeated until the bead level is stable at the level specified in the plans. A detailed record shall be kept of the amount of beads added during placement and consolidation, and the quantity of beads placed in the annulus shall be at least the calculated volume of the annulus. The contractor shall submit the record indicating the total volume of beads used and the calculated volume of the annulus to the Engineer. The Contractor shall measure and record the depth to the top of the beads within the gravel fill pipe and ensure that it coincides with the bottom, open end, of the gravel fill pipe, so that there are no beads within the gravel feed tube.
D. Bentonite Transition Seal – A five-foot, bentonite transition seal consisting of 3/8-inch bentonite chips shall be placed on top of the consolidated beads via the tremie pipe. The transition seal shall be clean and delivered to the project site in pre-packaged 50-pound sacks.
3.8.3. Annular Sealing Method
Installation of the annular seal shall conform to State Water Well Standards and the requirements of the well permitting agency.
A. The Contractor shall proceed with sealing operations after the Engineer verifies the depth of the top of the gravel and transition sand in the well annulus.
B. The tremie pipe shall be installed no more than 5 feet above the bentonite transition seal before beginning cement grout seal placement. The bottom of the tremie pipe shall remain submerged in the grout sealing material maintaining a positive displacement throughout the sealing process until the grouting material has reached the ground surface.
C. The Contractor shall take measures to ensure that the weight of the cement column does not collapse the well casing during the sealing operation.
D. The annular seal will be required to be placed in one lift in each well. The annular seal in the Misty Wood Well will be placed from 225 ft to ground surface. The annular seal in the Campus Oaks Well will be placed from 245 ft to ground surface.
E. Well development shall not commence until a minimum of 24 hours after placement of the seal.
3.9. Well Development (Bid Item No. 13)
3.9.1. Scope
A. Well development shall consist of initially airlifting drilling fluids from the well through an open-ended pipe; swabbing, airlift pumping, and placement of Aqua Clear PFD, or other approved dispersing agent, in screen intake sections; installation of an engine driven turbine test pump; pumping and surging of the well until the well is fully developed and
City of Roseville California RFP#08-108 SPEC -20
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 meets the requirements of minimum sand production, turbidity, and specific capacity; and bailing the well of materials introduced into the casing during development.
B. The gravel fill and sounding pipes shall be cleaned of solids and drilling fluid residues by continually adding clean water to the pipes during development, placement of Aqua Clear PFD, and brushing.
3.9.2. Discharge of Initial Development Water
Drilling fluids and initial development water produced during open-ended airlifting and swabbing shall be discharged as describe below. Before disposal, drilling fluids and initial development water shall be directed through a series of two, 20,000-gallon tanks (Baker Tanks) to allow for settlement of materials before disposal.
Campus Oaks Site. Drilling fluids and initial development water shall be disposed of to the sanitary sewer manhole located approximately 220 feet northeast of the Campus Oaks location as indicated on the Plans. The Contractor shall be responsible for and shall adhere to all City requirements with regards to the discharge rate to the sanitary sewer.
Misty Wood Site. The Contractor may discharge drilling fluids and initial development water to the area approximately 200 feet northwest of the well site as indicated on the Plans. Downslope of the discharge point, straw wattles, silt fencing, or other methods approved by the Engineer shall be temporarily installed in a manner sufficient to contain the sediment in the discharge. The runoff leaving the site shall be clear and not cause any damage to the surrounding area.
3.9.3. Discharge of Pump Development/Testing Water
Once the initial development fluid water meets the standard of less than 100 Nephelometric Turbidity Units (NTU) and is accepted by the Engineer, development water may be discharged to the storm drain 750 feet southwest of the Campus Oaks site and the storm drain 140 ft southeast of the Misty Wood site as indicated on the Plans. The Contractor shall provide the necessary piping to direct fluids to the specified discharge points.
3.9.4. Equipment
A. The Contractor shall provide sufficient drill pipe and a mechanical combination swab/air- lifting tool with a double rubber packer assembly designed to be run in the intake sections of the well. The equipment will be assembled in a manner that will allow simultaneous airlift pumping and swabbing to occur. The pumping and swabbing will be done between a double rubber packer assembly with the packers no more than 10 feet apart. The outside diameter of the swabs shall be 0.5-inches smaller than the inside diameter of the well screen. A polypropylene brush with the same dimeter as the inside diameter of the well casing shall be attached to the swab tool below the bottom swab. A drawing of an acceptable swab assembly tool is shown on the Plans.
B. The eductor pipe on the swab assembly, the air pipe, the air compressor, and all other necessary equipment required to perform airlift operations shall be capable of pumping 500 gpm during development.
C. Upon completion of the swabbing airlift pumping the Contractor shall furnish and install one engine driven deep well turbine pump, diesel engine, appropriate drive shaft, and incidental equipment for the safe operation of the pumping equipment. The test pump engine shall have a minimum continuous horsepower rating which will allow for the continuous pumping of the well at the maximum desired flow rate and pumping level.
City of Roseville California RFP#08-108 SPEC -21
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 D. The Contractor shall furnish and install discharge piping from the well to the designated discharge point as shown on the plans. The discharge area shall be properly contained to receive and control all development water.
E. The Contractor shall furnish the necessary gate valves, calibrated totalizing and instantaneous flow meter, sand testing equipment, and other incidental equipment required to accurately measure the flow rate, water levels, sand production and time of pumping. The installation of the flow meter shall be as defined by the manufacturer for its distance from any elbows or valves so as to provide reliable test information. An acceptable discharge piping arrangement is shown on the Plans. The Engineer will confirm that the flowmeter is measuring properly. If it is determined that the flow meter is not measuring flow correctly, the Contractor shall replace the meter with a properly measuring meter at their own cost.
F. Water level measurements shall be made with either an electric sounder or with other equipment pre-approved by the Engineer. Water level measurements shall be made recorded to the nearest 0.01 foot.
G. The equipment for sand testing shall be the Rossum Centrifugal Sand Sampler as specified in the American Water Works Association Standard for Water Wells, A100-20, Section E.2.4.
3.9.5. Development Methods
The intake screen and gravel envelope shall be cleaned of all fluids, wall cake, and any substances that would impede the flow of water into the well.
A. Swab-Airlift Development
1. Open-ended Development
Initially and within 24 to 36 hours after completion of the annular sealing operation, the well shall be cleaned of residual drilling fluids by displacing the well through open- ended drill pipe or tubing set in the well sump. This process shall be conducted for a minimum of 4 hours and until the discharge is clear of residual drilling fluids. After drilling residues have been displaced from the well, the development tool shall be installed in the well.
2. Swabbing/Airlifting
Swabbing and airlifting shall be conducted with the development tool alternately over no more than the length of one joint of drill pipe until that section of screen is fully developed
Swabbing and airlift pumping operations will be conducted from the bottom screen section to the top, alternately over no more than the length of one joint of drill pipe.
Screen sections will be swabbed and pumped for a minimum of 7 minutes per foot of well screen or until cleaned of all drilling fluids. During pumping, the drill pipe shall be continuously moved up and down to achieve a swabbing action and uniform pumping across the screen section.
After the initial swabbing-airlift pass, a solution of potable water and Baroid “Aqua Clear PFD,” or approved equal, shall be placed in the well. The product shall be mixed at the surface in the manufacturer-recommended proportion and injected evenly across each screened section of the well. The solution shall be displaced by adding a
City of Roseville California RFP#08-108 SPEC -22
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 volume of potable water equal to the inside of the drill pipe and swabbed without airlifting. After placement of the solution, the well shall then remain idle for a period of no less than 12 hours. Swabbing and airlift pumping of the well shall then resume from the bottom screen section to the top for a minimum of 5 minutes per foot of well screen.
If there continues to be circulation of sand, silt, mud, or water with a turbidity in excess of 10 NTU to the surface from the section of screen being cleaned, additional swabbing and pumping shall be performed until the section is cleaned of such material. It is anticipated that the mechanical development described above will take on the order of 12 minutes per foot of well screen.
3. The sounding pipe and gravel fill pipe shall be cleaned by circulating water and a solution of potable water and Baroid “Aqua Clear PFD” through the pipes.
4. The level of the gravel in the gravel fill pipe shall be measured periodically during well development operations. Gravel must not be added to the gravel fill pipe without prior authorization of the Engineer.
B. Well Video
After completion of swab/airlift operations, the Contractor shall conduct a video survey of the screen assembly. The survey shall be witnessed by the Engineer. The camera shall be color and have side-scan capability. Logging speed of the video survey shall not exceed 30 feet per minute. The record of the survey shall be recorded in DVD format and shall be submitted to the Engineer.
The purpose of the video survey is to visually confirm that all drilling fluids, mud, and debris have been removed from the well screens to the satisfaction on the Engineer.
If the Engineer determines that there is blockage of screens with drilling mud or any other material, the Contractor shall, at his own expense, continue swab/airlift operations until such material has been removed. If additional swab/airlift operations are required, a second video, at the Contractors expense, shall performed.
C. Final Development
1. Upon completion of the swabbing and airlift pumping operations, a turbine pump and piping assembly shall be installed. No foot valve shall be installed on the pump and the gearhead shall not be equipped with a non-reverse ratchet installed.
2. Development pumping shall commence within 10 working days after the completion of Initial Development. Pumping shall be initiated at a lowest pumping (i.e., flow) rate possible with the installed pumping equipment. Throughout development pumping, the well shall be surged frequently to achieve maximum compaction of the gravel pack and to remove residual drilling fluids and wall cake. Surging and pumping will continue until the water produced is clear and sand free, at which time the pumping rate will be increased increments of 250 gallons per minute and the pumping and surging resumed. This process will be repeated until the capacity of the well achieves a minimum of 150 percent of the design capacity of the well unless the Contractor is directed by the Engineer to pump the well at lower capacities.
3. Development records shall be maintained at a frequency of at least every 30 minutes showing pumping rate, static water level, pumping water level, drawdown, sand production, and any other pertinent information concerning well development.
Development pumping shall continue until the following conditions have been met:
City of Roseville California RFP#08-108 SPEC -23
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 a. The specific capacity (gallons per minute per foot of drawdown) no longer increases at the design capacity of the well.
b. The sand content satisfies the requirements of these Technical Provisions as specified in Section 3.14.
4. Development pumping shall be conducted for a minimum of 24 hours.
5. Sand Testing
The equipment for sand testing shall be the Rossum Centrifugal Sand Sampler. Sand continent shall be measured over a 30-minute interval after a surge at the target well capacity. The sand content shall be measured and recorded every minute over the 30 minutes of pumping after surging. The average sand content for any 5-minute period shall not exceed 5 parts per million during the 30-minute test. If the average sand content exceeds 5 parts per million for any 5-minute period, the Contractor, at Contractor’s expense, shall do the necessary redevelopment work until the sand content is 5 parts per million or less.
Sand testing shall be witnessed by the Engineer.
3.9.6. Well Performance Requirements
At the conclusion of well development, it is the responsibility of the Contractor to meet the requirements contained in Section 3.14 of these Technical Provisions. If the Contractor fails to meet these requirements after the development pumping operations, development shall continue at the Contractor's expense until the well satisfies the specified performance criteria.
3.10. Well and Aquifer Testing (Bid Item No. 14 through 16)
3.10.1. Scope
After final development and when the well meets the specified performance requirements, tests will be performed including an 8-hour step pumping test at capacities of 50, 75, 100, 125, and 150 percent of the target design capacity of the well and a 12-hour aquifer test at the final design capacity as determined by the Engineer based upon evaluation of well performance during the step test. The test capacities may be modified by the Engineer before or during the testing based upon the results of development and test pumping.
3.10.2. Test Pumping Procedures
A. Static Water Level
At the start of each day of pumping, the Contractor shall record the static water level in the well. At all other times, the static water level shall be considered to be attained when three successive water level measurements spaced ten minutes apart show no appreciable change.
B. Flow Metering
1. During each test or step, the discharge of the pump shall be measured with an accurate, calibrated totalizing and instantaneous flow meter, or other type as approved by the Engineer. The pump discharge rate shall be maintained at all times during the test within plus or minus 5 percent of the pump test rate by means of an approved gate valve in concert with engine speed.
City of Roseville California RFP#08-108 SPEC -24
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
2. Throughout the test, the Contractor shall frequently record flow rate and totalizer readings to assure that the pumping rate remains constant.
C. Measurements
1. The Contractor shall measure the depth to water, flow rate, and sand content at the time intervals specified herein to the nearest 0.01 feet.
2. Each pumping test shall be monitored by the Contractor with data recorded according to the following applicable time schedules:
a. Turn pump on to approved test pumping capacity at time (t) = 0. b. Contractor shall measure and record the depth to water as follows:
− each minute, from t = 1 to t = 10.
− each 2 minutes, from t = 10 to t = 20.
− each 5 minutes from t = 20 to t = 50.
− each 10 minutes from t = 50 to t = 100.
− at t = 120, t = 150, t = 180, t = 240, and t = 300.
− each 100 minutes after t = 300.
c. Each recovery test shall be recorded according to the following applicable schedule:
d. Contractor shall measure depth to water and record as follows (t' refers to time since pump shut off):
− each minute, t' = 1 to t' = 10
− each 2 minutes, t' = 10 to t' = 20
− each 5 minutes, t' = 20 to t' = 50
− each 10 minutes, t' = 50 to t' = 100
− at t' = 120, t' = 150, t' = 180, t' = 240, t' = 300
D. Pump Failure
In the case of failure or interruption of the pump operation for a period greater than one (1) percent of the elapsed pumping time from t = 0, the test shall be suspended until the static water level has been attained. Should the test be aborted as a result of a deficiency on the part of the Contractor's equipment or personnel, all time consumed in waiting for complete water level recovery and in resuming the pump test to the point where it was aborted shall be at no cost to the Owner.
E. Completion
After the well testing has been completed, the record of water level measurements shall be delivered to the Engineer on the forms provided as part of these documents. The test pump shall not be removed from the well until the Engineer has evaluated the data and authorized its removal.
City of Roseville California RFP#08-108 SPEC -25
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
3.10.3. Dynamic Flowmeter (Spinner) Survey
A vertical flowmeter (spinner) survey shall be conducted in each well during the 12-hour constant rate test. The type of spinner survey tool used shall be capable of accurately measuring flows from each screened section at the pumping rate during the constant rate test.
The survey shall be run after the pumping level has stabilized, which will be determined in the field by the Engineer. A dynamic test and static stop counts shall be made under pumping conditions from above the screen section to below of the screen interval. Three down runs shall be conducted during dynamic testing at rates of 20, 40 and 60 ft per minute. Each static stop count test shall consist of two-minute readings made at 10-foot increments. The record for the test shall indicate either meter speed or percentage of total meter speed with depth.
The meter used for the survey shall be calibrated within the uppermost and lowermost blank sections of the well casing.
The Contractor shall provide five (5) copies of the survey to the Engineer upon completion.
Calculation of flow rates and the percentage of each flow rate, from the screened interval, shall be performed by the logging subcontractor and submitted to the Engineer in tabular format.
The spinner survey measurements shall also be provided electronically to the Engineer in both Adobe PDF and ASCII digital format.
Acceptable service companies to perform spinner surveys are listed in Section 3.5.2 of these Technical Specifications.
3.10.4. Water Samples
During constant rate testing of the wells, the Contractor shall provide access to the wells for sample collection by the Engineer.
3.10.5. Records
The Contractor shall keep accurate records of the pumping tests and furnish copies of all records to the Engineer upon completion of the test. The records shall be available to the Engineer for inspection at any time during testing. The records shall also include a description of the point from which depth to water measurements were made and its measured height above land surface.
3.11. Plumbness and Alignment Testing and Video Survey (Bid Item No. 17)
3.11.1. Scope
This item shall consist of testing to determine the plumbness and alignment of the installed casing in the well. The plumbness and alignment test may be performed at any time following gravel- packing and sealing operations. The completed well shall be constructed round, plumb, and true to line as defined herein.
A. Alignment Equipment – Alignment shall be tested with a section of pipe 40 feet long or a dummy of the same length. The outer diameter of the pipe or dummy shall be not more than 0.5 inches smaller than the inside diameter of that part of the well being tested. The dummy, if used, shall consist of a rigid spindle of at least 6-inch diameter extra heavy pipe with three rings, rigidly fixed to the pipe so that they cannot move longitudinally along the pipe. The rings shall be at least 12 inches in length, truly cylindrical, and shall be placed one at each end of the dummy and with one ring in the center. The rings shall consist of
City of Roseville California RFP#08-108 SPEC -26
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 suitable material that will not harm the interior of the casing while being lowered or raised.
An example of an approved dummy is shown in the Plans.
B. Plumbness Equipment – The test for plumbness shall be conducted using a digital gyroscopic deviation probe capable of measuring inclination and direction of drift. Output of the survey shall consist of station depth, inclination, azimuth, true vertical depth, departures and plane of closure (displacement). Log presentation shall consist of color plots of plan, vertical, and three-dimensional views of the production well casing.
Acceptable service companies to perform plumbness testing are listed in Section 3.5 of these Technical Specifications.
3.11.2. Methods
A. Alignment Testing – Alignment shall be tested by lowering into the well to the top of the screened intake portion of the well, a section of pipe 40 feet long or a dummy of the same length.
Plumbness Survey – The plumbness of the well shall be determined in 10-foot intervals from the ground surface to the bottom of the well.
B. Video Survey
1. After final clean-up of the well, prior to disinfection, and before welding a plate on the top of the casing, the Contractor shall conduct a video survey of the entire casing and screen assembly. The camera shall be color and have side-scan capability. The survey shall be witnessed by the Engineer.
If the Engineer determines that any portion of the video survey record is of inadequate quality (e.g., clarity) to allow detailed examination of the inside of the well, the Contractor shall rerun the survey at Contractor’s expense. Clarity should be of sufficient quality to evaluate the integrity of all joints, screen openings, the sounding port, and the entire inside surface of the casing assembly. Logging speed of the video survey shall not exceed 30 feet per minute.
2. The record of the survey shall be recorded and provided to the Engineer in digital form.
3.12. Disinfection of Well (Bid Item No. 18)
A. Disinfection Preparation – The Contractor shall conduct disinfection after construction of the well and all specified tests and video logging have been completed. The Contractor shall carry out adequate cleaning procedures immediately preceding disinfection where evidence indicates that normal well construction and development work have not adequately cleaned the well. All oil, grease, soil, and other materials, which could harbor and protect bacteria from disinfectants, shall be removed from the well. Unless prior approval is obtained for employing chemicals or unusual cleaning methods, the cleaning operation is to be carried out by pumping and swabbing only. Where test pumping equipment is to be utilized, such equipment shall be installed prior to or during disinfection and shall be thoroughly hosed, scrubbed or otherwise cleaned of foreign material prior to its installation into the well. The Contractor is responsible for removing or mitigating the effects of all materials introduced into the well during drilling, construction, development, and testing.
B. Interim Disinfection – Should a delay of five days or more be anticipated between the completion of the well and the regularly scheduled well disinfection, an interim disinfection shall be provided by the Contractor. The Contractor shall apply liquid chlorine in an amount
City of Roseville California RFP#08-108 SPEC -27
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 equal to 25 percent of the amount required for final disinfection. For this purpose, the disinfection agent shall be furnished or prepared in liquid form and placed in the well through a tremie pipe of sufficient length to extend to the bottom of the well. The disinfection agent shall be applied through the tremie pipe. A volume of water sufficient enough to displace the disinfection agent from the tremie pipe will be added to the tremie pipe. The disinfection agent shall be placed at regular intervals sufficient to achieve a residual chlorine level of not less than 25 parts per million throughout the well.
C. Final Disinfection – The disinfection agent shall be furnished or prepared in liquid form and placed in the well through a tremie pipe of sufficient length to extend to the bottom of the well. The disinfection agent shall be applied through the tremie pipe, after which a volume of water sufficient enough to displace the disinfection agent from the tremie pipe will be added to the tremie pipe. The disinfection agent shall be placed at regular intervals sufficient to achieve a residual chlorine level of not less than 100 parts per million throughout the well, unless superseded by local or other regulatory agencies.
3.13. Well Head Completion
A. The conductor casings shall be cut flush with the existing ground surface B. The well casing and accessory pipes shall be made and secured and watertight by welding a steel plate to the top of them.
C. Four cement filled, 4-inch diameter steel bollards shall be installed 5 feet from the center of each well. The bollards will be cemented into a minimum 8-inch diameter hole to a depth of 3 feet. The bollards shall extend 4 feet above existing grade and shall be painted with high visibility paint.
3.14. Well Performance Requirements
It is the general objective of these Technical Provisions to achieve a sand-free and efficient well ready for use by the well Owner at the target capacity of the well. The Contractor shall be required to meet the following standards for sand content efficiency, and construction. Failure to satisfy these requirements may result in rejection of the well or a reduced valuation as determined by the Engineer.
A. Sand Content Requirement – Sand content shall average less than 5 parts per million (ppm) over any 5-minute period when measured during the first 30 minutes after commencement of pumping. This requirement shall be met at the design capacity of the well.
B. Well Efficiency Requirement – From analysis of the measurements made during the pumping tests of the well, the Engineer will determine the 24-hour specific capacity of the well in gallons per minute per foot of drawdown. If the Engineer determines that the projected 24-hour specific capacity of the well at the design pumping rate continues to increase, the Contractor will be required to resume development operations at Contractor’s own expense until the specific capacity no longer increases. The Engineer may also employ other methods, based on the science of well hydraulics, to assess the efficiency of the well and determine the need for additional well development. The acceptable well efficiency is 0.80, corresponding to the ratio of the actual drawdown to the theoretical drawdown at the design pumping rate.
C. Alignment – The dummy must be able to traverse freely throughout the specified well interval.
City of Roseville California RFP#08-108 SPEC -28
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 D. Plumbness – The maximum allowable horizontal deviation (drift) of the well from the vertical shall not exceed two thirds of the smallest inside diameter of that part of the well being tested per 100 feet of depth.
E. Video Survey – Based on the video survey conducted after all other testing, there shall no damage to the well structure.
3.15. Rejected Well
3.15.1. Non-Payment
No payment will be made for any labor or materials involved in the construction of the well, when such a well fails to meet the specified depth and/or diameter for any preventable cause, or when such a well fails to meet these Technical Provisions. Such well will be rejected and shall be replaced as specified herein at no additional cost to the Owner. Preventable failures include any failure caused by faulty or inadequate drilling equipment, failure caused by negligence or improper drilling operations or techniques, failure caused by the installation of faulty or non-approved materials, or failure caused by improperly protecting drill holes and drilling work from the natural elements, including cave-ins resulting from existing soil conditions.
3.15.2. Well Sealing
Any rejected well or drill hole shall be sealed/abandoned at no additional cost to the Owner and in accordance with the provisions of Section 3.18.
3.15.3. Construction of Replacement Well
If the well fails to meet these Technical Provisions, a replacement well shall be constructed at an adjacent site designated by the Owner and in accordance with these Technical Provisions.
3.16. Site Clean-up and Records (Bid Item No. 19 and No. 20)
3.16.1. Cleanup
A. The Contractor shall remove all waste materials, drill cuttings, drilling fluids, rubbish, and debris from and about the well site and all tools, construction equipment, fuel tanks, machinery, and surplus materials. The Contractor shall leave the site clean and ready for use by the Owner. The Contractor shall restore all temporary work areas to their original condition.
B. Drill cuttings are to be properly and legally disposed of offsite by the Contractor.
3.16.2. Records
A. Well Completion Records
Prior to final acceptance of the well, the Contractor shall deliver to the Engineer the following records:
1. California Well Completion Report – The Contractor will provide the Engineer with a draft Well Completion Report for review. After approval of the report by the Engineer the Contractor shall submit a final version to the California Department of Water Resources and the Engineer.
City of Roseville California RFP#08-108 SPEC -29
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
2. Two final prints of each of all logs, surveys, and forms: daily tour reports, driller's log, geophysical logs, caliper logs, well development and test data, spinner, and plumbness and alignment surveys.
3. A digital copy of the video survey and a written video survey summary.
3.17. Standby Time (Bid Item No. 21)
During the progress of drilling operations, it may be necessary for the Engineer to perform work that will require the drilling workforce and equipment to stand idle. In such an event, the Engineer shall request the Contractor in writing to cease operations and shall state the anticipated extent or duration thereof. The Contractor shall promptly cease operations. If the Engineer requests cessation operations, an extension of time equal to the period of stoppage will be granted. The Contractor will be paid for standby time at the rate noted in the Bid Schedule.
3.18. Destruction of Well
3.18.1. General
If any well fails to conform to these Technical Provisions and the Contractor is unable to correct the conditions at Contractor’s own expense or is unable to negotiate a mutually acceptable cost reduction for specification deviations, the well shall be considered an abandoned well, and the Contractor shall immediately start a new well at a nearby location designated by the Owner. Any abandoned well shall be treated in accordance with State Water Well Standards, Bulletin 74- 81/74-90 Supplement, and local ordinances of the well permitting agency.
3.18.2. Methods
A. Salvaged Materials
1. The Contractor may salvage as much casing and screen from the rejected well as possible and may use it in the new well, subject to acceptance by the Engineer for its reuse. Cut casing sections will only be approved for reuse after the affected casing end(s) are refaced to assure proper alignment.
2. Salvaged material, if not used in another well, shall remain the property of the Contractor.
B. Destruction
1. The rejected well shall be filled with sand-cement grout as defined in State Water Well Standards, Bulletin 74-81/74-90 Supplement.
2. Any casing remaining in the hole shall be cut off at a depth of five feet and the upper portion thereof removed.
3. The well shall be filled with sand cement grout to within 5 feet of the ground surface with the remaining 5 feet of the hole filled with native soil and compacted.
4. MEASUREMENT AND PAYMENT
Direct payment will be made only for the items listed in the bid proposal. Items of work not listed, but necessary to satisfactorily complete the work, will not be paid for separately, and all costs in connection therewith shall be considered included for payment with the listed items. The Owner, or Owner’s agent, shall measure and determine all quantities subject to payment.
City of Roseville California RFP#08-108 SPEC -30
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
4.1. Well Site Mobilization (Bid Item 1)
Measurement: Mobilization/Demobilization of equipment, materials, and workmen to well site for well drilling and construction, satisfactorily completed.
Payment: Payment for Mobilization/Demobilization will be made in accordance with the applicable contract price.
Unit of Measure: Lump Sum
4.2. Sound Walls (Bid Item 2)
Measurement: Installation and removal of sound attenuation panels.
Payment: Payment for sound attenuation panels will be made in accordance with the applicable contract price.
Unit of Measure: Linear Feet
4.3. Conductor Casing (Bid Item 3)
Measurement: Conductor casing will be measured in place to the nearest unit as the number of linear feet of conductor casing satisfactorily installed in each well.
Payment: Conductor casing installation, satisfactorily completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.4. Pilot Borehole Drilling (Bid Item 4)
Measurement: Drilling of production borehole will be measured to the nearest unit as the number of linear feet of production borehole, satisfactorily completed and accepted, below the bottom of the conductor casing.
Payment: Production borehole, satisfactorily completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.5. Geophysical Logging (Bid Item 5)
Measurement: Satisfactory completion of electric logs to total depth of borehole.
Payment: Electric log and caliper logs will be paid for at the applicable contract unit price.
Unit of Measure: each
4.6. Caliper and Borehole Geometry Survey (Bid Item 6)
Measurement: Satisfactory completion of caliper and borehole deviation logs to total depth of borehole.
Payment: Caliper and borehole deviation logs will be paid for at the applicable contract unit price.
City of Roseville California RFP#08-108 SPEC -31
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822 Unit of Measure: each
4.7. Blank Well Casing (Bid Item 7)
Measurement: Blank well casing will be measured in place to the nearest unit as the number of linear feet of each size and type satisfactorily installed. The casing may be measured before installation in the production borehole.
Payment: Blank well casing, satisfactorily installed and completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.8. Wire Wrapped Well Screen (Bid Item 8)
Measurement: Louvered well screen will be measured in place to the nearest unit as the number of linear feet of each size and type satisfactorily installed. The screen may be measured before installation in the production borehole.
Payment: Louvered well screen, satisfactorily installed and completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.9. Sounding Pipe (Bid Item 9)
Measurement: Sounding pipes will be measured in place to the nearest unit as the number of linear feet satisfactorily installed. The sounding pipes may be measured before installation in the production borehole.
Payment: Sounding pipe, satisfactorily installed and completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.10. Gravel Fill Pipe (Bid Item 10)
Measurement: Gravel fill pipe will be measured in place to the nearest unit as the number of linear feet installed. The gravel fill pipe may be measured before installation in the production borehole Payment: Gravel fill pipe, satisfactorily installed and completed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.11. Annular Fill Material (Bid Item 11)
Measurement: Glass beads will be measured in place to the nearest unit as the number of linear feet of annular space satisfactorily filled.
Payment: Glass beads, satisfactorily installed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
City of Roseville California RFP#08-108 SPEC -32
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
4.12. Annular Seal (Bid Item 12)
Measurement: Annular seal will be measured in place to the nearest unit as the number of linear feet of annular space satisfactorily filled.
Payment: Annular seal, satisfactorily installed, will be paid for at the applicable contract unit price.
Unit of Measure: Linear Foot
4.13. Well Development (Bid Item 13)
Measurement: Well Development satisfactorily completed.
Payment: The development of the well, satisfactorily completed, will be paid for at the applicable contract unit price.
Unit of Measure: Each
4.14. Install and Remove Test Pump (Bid Item 14)
Measurement: Installation and Removal of the test pump.
Payment: Installation and Removal of the test pump, satisfactorily completed, will be paid for at the applicable contract price.
Unit of Measure: Each
4.15. Well and Aquifer Testing (Bid Item 15)
Measurement: Well and aquifer testing will be measured to the nearest one-quarter unit as the number of hours well and aquifer testing satisfactorily performed.
Payment: Well and aquifer testing, satisfactorily performed, will be paid for at the applicable contract unit price.
Unit of Measure: Hour
4.16. Dynamic Flowmeter (Spinner) Testing (Bid Item 16) Payment: Dynamic flowmeter (spinner) testing, satisfactorily completed, will be paid for at the price stated in the proposal.
Unit of Measure: Each
4.17. Plumbness and Alignment Testing and Video Survey (Bid Item 17) Measurement: Plumbness and alignment testing and video surveys satisfactorily completed in the well.
Payment: Plumbness and alignment testing and video surveys of the well, satisfactorily completed, will be paid for at the price stated in the proposal.
Unit of Measure: Each
City of Roseville California RFP#08-108 SPEC -33
Well Drilling – Misty Wood (Well 13) and Campul Oaks (Well 19) LSCE_Wells 13 and 19 Construction Specifications V1 071822
4.18. Disinfection of Well (Bid Item 18)
Measurement: Satisfactorily completed disinfection of the well.
Payment: Disinfection of the well, satisfactorily completed, will be paid for at price stated in the proposal.
Unit of Measure: Each
4.19. Disposal of Drill Cuttings (Bid Item 19)
Measurement: Satisfactorily completed disposal of drill cuttings Payment: Disposal of drill cuttings, satisfactorily completed, will be paid for at the lump sum price stated in the proposal.
Unit of Measure: Lump Sum
4.20. Well Site Clean-up and Records (Bid Item 20)
Measurement: Satisfactorily completed site cleanup and submission of required project records.
Payment: Site clean-up and preparation and delivery of the specified records of the well, satisfactorily completed, will be paid for at the lump sum price stated in the proposal.
Unit of Measure: Lump Sum
4.21. Well Standby Time (Bid Item 21)
Measurement: Standby time, ordered in writing, will be measured to the nearest one-quarter unit as the number of hours of idle time of drilling equipment and workforce ordered and approved by the Owner.
Payment: Standby time ordered and approved by the Owner, will be paid for at the unit price specified in the proposal.
Unit of Measure: Hour
City of Roseville California RFP#08-108 DRAWING SHEET i Well Drilling – Misty Wood (Well 13) and Campus Oaks (Well 19) [B:EU/EU-PROJECTS/Admin/Forms/Buildings&Grounds Project Manual: 11/28/22]
DRAWINGS
Project: Aquifer Storage and Recovery Well Drilling
Campus Oaks (Well 13) and Misty Wood (Well 19)
November 2022
Placer County, California
Aquifer Storage & Recovery (ASR) Well Drilling
Campus Oaks (Well 13) & Misty Wood (Well 19)
CITY OF ROSEVILLE
11/14/2022
CITY OF ROSEVILLEMISTY WOOD ASR WELL 19WELL PROFILE
CITY OF ROSEVILLEMISTY WOOD ASR WELL 19TEST HOLE ELECTRICAL LOGCITY OF ROSEVILLEMISTY WOOD ASR WELL 19TEST HOLE LITHOLOGY Feet
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CITY OF ROSEVILLECAMPUS OAKS ASR WELL 13WELL PROFILECITY OF ROSEVILLECAMPUS OAKS ASR WELL 13TEST HOLE ELECTRICAL LOGCITY OF ROSEVILLECAMPUS OAKS ASR WELL 13TEST HOLE LITHOLOGY Feet
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COUNCIL COMMUNICATION
CC #:
2448
File #:
0709-01
Title:
HOUSING SUCCESSOR/CITY COUNCIL - Fiscal Year 2021-2022 Annual Report of the Low and Moderate Income Housing Asset Fund
Contact:
Trisha Isom 916-746-1239 [email protected]
Claudia Carreno 916-774-5476 [email protected]
Meeting Date: 12/21/2022
Item #: 7.4.
RECOMMENDATION TO COUNCIL
Staff requests that the City Council, acting as the Housing Successor, adopt a resolution approving the Fiscal Year 2021-22 Annual Report for the Low and Moderate Income Housing Asset Fund.
BACKGROUND
State of California legislation dissolved all California Redevelopment Agencies in 2012. As part of the dissolution process of the City of Roseville's Redevelopment Agency, the City elected to become the Housing Successor. State law requires the Housing Successor to maintain any funds transferred to it, together with any funds generated from housing assets in a separate Low and Moderate Income Housing Asset Fund and requires the funds to be used in accordance with applicable affordable housing-related provisions of the Community Redevelopment Law. These statutes require the Housing Successor to expend funds for specified administrative and monitoring costs related to ensuring the long-term affordability of deed-restricted affordable units.
Beginning in 2014, Housing Successors were required to produce an annual report of their housing activities, required by SB 341.
The annual report, known as the Report of Required
Information, is due to the Housing Successor's governing body by December 31st of each year and must include an independent financial audit of the Low and Moderate Income Housing Asset Fund ("Fund"), for the most recent fiscal year. The audit may be separate or included in the host jurisdiction's annual audit.
The Report of Required Information must be included as part of the Annual Progress Report for the Housing Element which is reported to the State of California Department of Housing and Community Development and must also be posted on the Housing Successor's website by the end of the calendar year.
The Report of Required Information, per Health and Safety Code 34171.1(f), is mandated to include the following information from the prior year:
1. The amount deposited into the Low and Moderate Income Housing Asset Fund;
2. A statement of the fund balance as of the close of the last fiscal year;
3. A description of expenditures from the fund by category;
4. The statutory value of real property owned by the Housing Successor, the value of loans
and grants receivable, and the sum of these two amounts;
5. A description of any transfers made;
6. A description and status of any project for which the Housing Successor receives or holds property tax revenue pursuant to the Recognized Obligation Payment Schedule;
7. For interests in real property acquired by the former Redevelopment Agency prior to February 1, 2012, a status update on compliance with Section 33334.16. For interests in real property acquired on or after February 1, 2012, a status update on the project;
8. A description of any outstanding obligations pursuant to Section 33413 that remained to transfer to the Housing Successor on February 1, 2012, of the Housing Successor’s progress in meeting those obligations, and of the Housing Successor’s plans to meet unmet obligations.
9. Reporting on income targeting requirements;
10. The percentage of units of deed-restricted rental housing restricted to seniors and assisted individually or jointly by the housing successor, its former redevelopment agency, and its host jurisdiction within the previous 10 years in relation to the aggregate number of units of deed-restricted rental housing assisted individually or jointly by the Housing Successor, its former redevelopment agency, and its host jurisdiction within the same time period;
11. The amount of any excess surplus, the amount of time that the Housing Successor has had excess surplus, and the Housing Successor’s plan for eliminating the excess surplus. The completed Report of Required Information for the City of Roseville Housing Successor Agency is included as Attachment A of Attachment 1; and
12. An inventory of homeownership units assisted by the former redevelopment agency or the Housing Successor that are subject to covenants or restrictions or to an adopted program that protects the former redevelopment agency’s investment of moneys from the Low and Moderate Income Housing Fund pursuant to subdivision (f) of Section 33334.3.
For FY2021-22, the total deposits made into the Housing Successor fund totaled $1,301,704 which is an increase from the preceding year. A total of $270,214 was received as program income from loan payoff proceeds and $588,298 from a loan repayment associated with the dissolution of the Roseville Community Development Corporation (RCDC) which resulted in an increase in total deposits. The total expenditures from the Housing Successor fund equaled $907,641, an increase from the preceding year of $99,383. The increase in expenditures was due to the funding of $600,000 for the Junction Crossing affordable housing development. The ending balance of the Housing Successor fund for FY2021-22 equaled $2,857,407. The fund ended with an excess surplus amount of $1,039,806. The City of Roseville Housing Division is working with developers on several affordable housing projects which may benefit from use of these funds in the future.
Since the audit of Low and Moderate Income Asset Fund (Fund 2841) is included in the City of Roseville’s Annual
Comprehensive
Financial Report (ACFR), as allowed by SB 341, that
information will be provided to the State of California. The City's ACFR for FY2021-22 will be presented to the City Council in early 2023 and will be available on the City’s website at www.roseville.ca.us under Departments & Divisions, Finance, Financial Transparency, or by searching for ACFR.
FISCAL IMPACT
Activities of the Low and Moderate Income Housing Asset Fund are separate and are not dependent upon the General Fund. Use of these funds for the development and programming of local affordable housing units and homeless prevention and services reduces impacts on the General Fund.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The Fiscal Year 2021-22 Housing Successor Annual Report meets the above criteria and is not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal D - Enhance economic vitality
Respectfully Submitted,
Trisha Isom, Housing Manager
Melissa Anguiano, Economic Development Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Resolution 22-473
21/22 Report of Required Information
RESOLUTION NO. 22-473
APPROVING THE ANNUAL REPORT FOR THE LOW AND MODERATE
INCOME HOUSING ASSET FUND FOR FISCAL YEAR 2021-22
WHEREAS, in 2012 the California State Legislature dissolved redevelopment agencies, and the City of Roseville Housing Successor Agency assumed the housing assets and functions of the former City of Roseville Redevelopment Agency; and
WHEREAS, SB-341 requires Housing Successors to produce an annual report of their housing activities by December 31st of each year; and
WHEREAS, staff has prepared the Annual Report for the Low and Moderate Income Housing Asset Fund for fiscal year 2021-22.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Roseville, acting in its role as Housing Successor, approves the Annual Report for the Low and Moderate Income Housing Asset Fund for fiscal year 2021-22.
PASSED AND ADOPTED by the Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
Report of Required Information per Health and Safety Code 34176.1 (f) City of Roseville Housing Successor
Fiscal Year 2021‐22
Page | 1
1. Any amounts deposited into the Fund, with segregation of amounts deposited from payments pursuant to a Recognized Obligation Payment Schedule ("ROPS") from other sources.
Amount Source Purpose
$42,679 Interest on Investments Earned Fund Balance‐Reserved $45,688 Monitoring Fees Fund Balance‐Reserved
$354,825 20% Deposit from City Loan Payoff Fund Balance‐Reserved $270,214 Loan Payoffs‐Program Income Fund Balance‐Reserved $588,298 RCDC Payment Fund Balance‐Reserved
$1,301,704 Total Deposits
2. The balance in the Fund at the fiscal year end, with segregation of amounts held to meet obligations on a ROPS from other amounts.
Amount Description
$2,853,777 Ending Cash
$3,630 Interest Receivable
$0 Reserved for ROPS
$2,857,407 Fund Balance 6/30/22
3. A description of expenditures from the Fund by category for:
a. Monitoring and preserving the long‐term affordability of units subject to affordability restrictions or covenants entered into by the redevelopment agency or the housing successor and administering permitted affordable housing activities. The amount that can be spent on monitoring and administration is capped at 2% of the value of the assets in the Fund or $200,000 whichever is greater.
b. Homeless prevention and rapid rehousing services. This amount is limited to $250,000 annually.
c. Development of housing affordable to households at or below 80% of area median income ("AMI").
Amount Description
$28,901 a. Staff charges for Monitoring
$6,100 a. Professional Services
$22,640 a. Misc Office Charges
$250,000 b. Homeless Prevention
$600,000 c. Development of housing
$907,641 Total Expenditures
4. The statutory value of real property owned by the housing successor, the value of loans and grants receivable, and the sum of these two amounts. "Statutory value of real property" means the value of properties formerly held by the former redevelopment agency as listed on
Report of Required Information per Health and Safety Code 34176.1 (f) City of Roseville Housing Successor
Fiscal Year 2021‐22
Page | 2
the housing asset transfer form approved by the Department of Finance ("DOF") and the purchase price of properties purchased by the housing successor.
Amount Description
$875,000 Land ‐ Note Receivable
$5,760,000 Mercy Housing ‐ Deferred Receivables
$3,818,854 FTHB/commercial Deferred Receivables
$861,715 Residential
$11,315,569 Total Value of Land & A/R
5. A description of any inter‐jurisdictional transfers of monies from the Fund in the previous fiscal year as well as any transfer from prior fiscal years if the funds are still unencumbered and a description of and status update on any project for which transferred funds have been or will be expended if that project has not yet been placed in service.
None
6. A description of any project for which the housing successor receives or holds real property tax revenue pursuant to the ROPS and the status of that project.
None
7. For interests in real property acquired by the former redevelopment agency prior to February 1, 2012, a status update on compliance with the development of the property within five (5) years after the DOF approved the property as a housing asset, which would typically be the date of approval of the housing asset transfer list. For interests in real property acquired on or after February 1, 2012, a status update on the project.
Mercy Housing secured a loan from the Housing Successor for $5,760,000 for the development of a 58‐ unit mixed‐use affordable housing development at 623 Vernon Street, Roseville. The loan was approved by the City Council, acting as the Housing Successor, on November 16, 2016. The project was completed in November 2018.
In 2016, the Housing Successor committed $600,000 of funding from the low/moderate affordable housing funds towards the Junction Crossing affordable rental housing development at 120 Pacific Street.
This project will include 80 affordable units available for low and very low income households. The deferred low interest loan was approved by the City Council, acting as the Housing Successor, on October 20, 2021.
8. A description of any outstanding replacement housing and housing production obligations that transferred to the housing successor on February 1, 2012, the housing successor's progress in meeting those obligations, and the housing successor's plans to meet the unmet obligations.
The Agency will continue to work with 2‐3 affordable housing developers. Going forward the Agency is hopeful that loan portfolio payoffs and 20% set‐aside deposits from City loan payments will provide additional assistance for affordable housing developments. The value of the 20% loan receivable from the Report of Required Information per Health and Safety Code 34176.1 (f) City of Roseville Housing Successor
Fiscal Year 2021‐22
Page | 3
Successor Agency at June 30, 2022 is $2,724,606 providing the California Department of Finance approves the payment of the City loans by the Successor Agency.
9. Reporting on income targeting requirements does not need to be included until December 31, 2019 for the period from January 1, 2014 through the end of the fiscal year covered by the report (June 30, 2019 for most housing successors), and every five years thereafter. However, it may be useful for housing successors to track this information on an annual basis to ensure the requirement is met every five years. The required income targeting expenditures are that, over a five year period, the funds remaining after expenditures for monitoring and administration and rapid rehousing services, if any, must be expended for the development of housing affordable to and occupied by households earning 80% or less of the AMI, with at least 30% of the funds expended on the development of housing affordable to and occupied by households earning 30% or less of the AMI and not more than 20% of the funds expended on the development of housing affordable to and occupied by households earning between 60% and 80% of the AMI.
$0.00
10. The percentage of units of deed‐restricted rental housing restricted to seniors and assisted individually or jointly by the housing successor, its former redevelopment agency, and its host jurisdiction within the previous 10 years in relation to the total number of units of deed‐ restricted rental housing assisted individually or jointly by the housing successor, its former redevelopment agency, and its host jurisdiction within the same time period. If the percentage of assisted senior rental housing is more than 50 percent of the total of all assisted rental housing, no additional senior rental housing can be assisted until the percentage falls to 50 percent or less.
# of Units Description
860 Senior Restricted Rental Housing Units
1217 Non‐Senior Restricted Rental Housing Units
2077 Total Units
41% % of Senior Restricted Rental Housing Units
In last 10 years:
# of Units Description
0 Senior Restricted Rental Housing Units
230 Non‐Senior Restricted Rental Housing Units
230 Total Units
0% % of Senior Restricted Rental Housing Units
11. The amount of any excess surplus, the amount of time that the successor agency has had the excess surplus, and the housing successor's plan for eliminating the excess surplus. The definition of excess surplus has been modified so that an "excess surplus" exists to the extent a housing successor holds unencumbered funds in its Fund in an amount that exceeds the greater of $1,000,000 or the total amount of deposits into the Fund for the preceding four Report of Required Information per Health and Safety Code 34176.1 (f) City of Roseville Housing Successor
Fiscal Year 2021‐22
Page | 4
fiscal years. The housing successor is required to spend the excess surplus amount or transfer that amount to another jurisdiction as provided in Health and Safety Code Section 34176.1(c)(2) within three fiscal years. If not, the excess surplus amount must be transferred to HCD to use pursuant to the Multifamily Housing Program or the Joe Serna, Jr. Farmworker Housing Grant Program.
Fiscal Year Amount Deposited
FY2020‐21 $603,561
FY2019‐20 $419,559
FY2018‐19 $361,081
FY2017‐18 433,400
TOTAL $1,817,601
Fund Balance – 6/30/22 $2,857,407
Excess Surplus Amount ‐ Fund Balance
exceeds the sum of the deposits in the prior
four years.
$1,039,806
The fund ended with an excess surplus amount of $1,039,806. The City of Roseville is working on various affordable housing development projects. These funds may be used to fund these or other affordable projects in the future.
12. Inventory of Home Ownership Units: This section provides an inventory of homeownership units assisted by the former Agency or FVHA as Housing Successor that are subject to covenants or restrictions or to an adopted program that protects the former Agency’s investment of moneys from the Low and Moderate Income Fund per Section 33334.3 (f).
Loan Date Loan Due in yrs Address Amount
12/2/2008 45 121 Hickory Street 77,300.00
12/2/2008 45 177 Hickory Street 100,000.00
2/18/2009 45 109 Hickory Street 100,000.00
6/30/2009 45 153 Hickory Street 98,637.00
11/4/2009 45 145 Hickory Street 100,000.00
11/24/2009 45 125 Hickory Street 85,778.00
11/25/2009 45 141 Hickory Street 100,000.00
11/25/2009 45 113 Hickory Street 100,000.00
3/11/2010 45 149 Hickory Street 100,000.00
TOTAL $861,715.00
COUNCIL COMMUNICATION
CC #:
2449
File #:
0900-04-01
Title:
Regional Transportation Funding and Financing Plan for Riego Road/Baseline Road Signal Design - Memorandum of Understanding
Contact:
Lainie Anderson 916-774-5331 [email protected]
Meeting Date: 12/21/2022
Item #: 7.5.
RECOMMENDATION TO COUNCIL
Staff recommends that City Council a
dopt a resolution authorizing the City Manager to execute the Memorandum of Understanding (MOU) regarding the Regional Transportation Funding and Financing Plan for the design of the Riego Road/Baseline Traffic Signals.
BACKGROUND
In January of 2020, staff from Placer County, Sutter County, the City of Roseville, and PCTPA formed a Project Development Team (PDT) to initiate a Project Study Report (PSR) to identify needed transportation improvements to Riego Road/Baseline Road from SR 99 to Foothills Boulevard. In conjunction with the PDT, a Strategy Team was formed, consisting of corridor development interests. The PSR, approved in October of 2020, indicated that Riego Road/Baseline Road needs to be widened and improved to support future planned and approved development and provide a reliable and safe east-west connection to meet anticipated traffic demands in the South Placer and South Sutter region. The PSR process also established a high- level project cost estimate and timeline for the project’s environmental review process, the subsequent engineering and design phase, and a construction start date.
Phase 1 of the improvements, two lanes in each direction from Foothills Blvd. to SR 99, has an estimated cost of close to $200 million. The PDT is currently studying ways to fund those improvements, but it could be years before sufficient resources are identified. In the meantime, the attached MOU was developed to establish a multi-jurisdictional funding plan for the design of traffic signal improvements along Riego Road/Baseline Road to allow for the removal of the existing stop signs and thereby provide much quicker, albeit a lesser amount of traffic relief.
Design will begin in January and be managed by Placer County with $400,000 each being contributed by Placer County, Sutter County, and the City of Roseville. Construction is planned for 2024.
FISCAL IMPACT
A $2 million Capital Improvement Project (CIP) budget for the design and construction of these three signals was approved in the City's FY2022-23 budget. The project was set up with Strategic Improvement Fund (SIF) funds that will be reimbursed with developer paid city-county fee funds as they become available. A loan agreement will be brought before Council separately. The CIP has adequate budget to fund Roseville's $400,000 portion this design work.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. Approval of a Memorandum of Understanding and a budget adjustment meet the above criteria and are not subject to CEQA. No additional environmental review is required at this time.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal D - Enhance economic vitality
Goal F - Invest in well-planned infrastructure and growth
Respectfully Submitted,
Lainie Anderson, Administrative Assistant
Jason Shykowski, Public Works Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Resolution 22-459
MOU Riego Road Signal Design
RESOLUTION NO. 22-459
APPROVING A MEMORANDUM OF UNDERSTANDING, BY AND BETWEEN THE
COUNTY OF PLACER, THE CITY OF ROSEVILLE, AND THE COUNTY OF SUTTER,
AND AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON BEHALF OF
THE CITY OF ROSEVILLE
WHEREAS, a Memorandum of Understanding regarding Regional Transportation Funding Plan for Engineering Design of Riego Road/Baseline Road Signals at the Intersections of Pleasant Grove Road North, Pleasant Grove Road South, and Locust Roads, by and between the County of Placer, the City of Roseville, and the County of Sutter, has been reviewed by the City Council;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said Memorandum of Understanding is approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.
PASSED AND ADOPTED by the City Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCIL MEMBER:
NOES COUNCIL MEMBER:
ABSENT COUNCIL MEMBER:
Mayor
ATTEST:
City Clerk
Memorandum of Understanding
Regional Transportation Funding Plan
for Engineering Design of Riego Road/Baseline Road Signals
1 MEMORANDUM OF UNDERSTANDING
REGIONAL TRANSPORTATION FUNDING PLAN
FOR ENGINEERING DESIGN OF RIEGO ROAD/BASELINE ROAD SIGNALS AT THE
INTERSECTIONS OF PLEASANT GROVE ROAD NORTH, PLEASANT GROVE ROAD
SOUTH, AND LOCUST ROADS
THIS MEMORANDUM OF UNDERSTANDING (“Agreement”) is made and entered into this ___ day of ____, 2022, (“Execution Date”) by and between the County of Placer, the City of Roseville, and the County of Sutter (collectively the “Participating Agencies”).
RECITALS
Common Interests
WHEREAS, i mproved traffic circulation between South Placer County and South Sutter County along Baseline Road from State Route 99 in Sutter County to Foothills Boulevard in the City of Roseville is paramount to creating sustainable economic development in the South Placer and South Sutter region; and
WHEREAS, the existing traffic volumes on Riego Road in Sutter County and Baseline Road in Placer County are experiencing unacceptable levels of traffic congestion at the existing stop sign controlled intersections; and
WHEREAS, improving these intersections with dedicated left turn lanes and signalized intersections will greatly improve existing congestion; and
WHEREAS, existing traffic impacts along with traffic impacts of future planned and approved development projects approved in one jurisdiction may overlap or cross the boundary of another jurisdiction; and
WHEREAS, Sutter County, Placer County and the City of Rosevi lle currently are affected by the regional traffic impacts of traffic congestion on Riego Road and Baseline Road; and
WHEREAS, the Participating Agencies mutually desire to improve the intersections of Riego Road at Pleasant Grove Road North, Riego Road at Pleasant Grove Road South, and Baseline Road at Locust Road, by widening the road to allow for dedicated left turn lanes and installing traffic signals to reduce the existing traffic congestion and help mitigate impacts of future planned and appro ved developments in the South Placer and South Sutter region.
Work Cooperatively Together
WHEREAS, the Participating Agencies recognize that it is in their best interest to work cooperatively with each other to plan for, design, fund, and finance, and d etermine the timing of construction of Riego Road/Baseline Road transportation improvements located in the Participating Agencies
Memorandum of Understanding
Regional Transportation Funding Plan
for Engineering Design of Riego Road/Baseline Road Signals
2 respective jurisdictions.
AGREEMENT
SECTION 1. DEVELOPMENT OF PLANS, SPECIFICATIONS, AND ESTIMATES
1.1 The purpose of this Agreement is to facilitate a proactive multi -jurisdictional approach between the Participating Agencies to design and prepare project plans, specifications, and estimates of construction costs for three signals located at: Riego Road and Pleasant Grove Road North, Riego Road and Pleasant Grove Road South, and Baseline Road and Locust Road. This work shall include determining all utility relocations, right of way acquisitions, and drainage improvements necessary along with any coordination required with other entities like regulatory agencies, railroads, approved developments, and local businesses that may be impacted.
1.2 The Participating Agencies agree that Placer County staff will act as the lead agency for the development and delivery of the Engineering Design, Preparation of Plans, Specifications, and Estimates for the work necessary to install three signals with dedicated left turn lanes at the locations mentioned within this agreement.
1.3 The Participating Agencies agree to continue to work diligently and cooperatively and to share information with one another as it relates to the design of the improvements included in this agreement.
1.4 In support of the design work included within this agreement, the Participating Agencies:
1) Authorize Placer County staff to act on behalf of each agency as it relates to the relocation of utilities under whatever franchise agreements are in place between each respective agency and the associated utility companies that are located within their right of way as it relates to the work required under this agreement.
2) Authorize Placer County to enter into a Professional Services Agreement with Mark Thomas Co., Inc., for design, right of way, and environmental services necessary to design and prepare Plan s, Specifications, and Estimates for the improvements included in this agreement.
3) Authorize Placer County staff to bill their time spent working on these signal projects to the total project cost that is included within this agreement.
1.5 The Participating Agencies further agree that the participants will equally share in the cost of these design improvements by each paying one -third of the costs equally. The maximum estimated cost of this agreement is One Million Two Hundred Thousand Dollars, ($1,200,000) and shall not be exceeded without a written amendment to this agreement.
1.6 A subsequent M emorandum of Understanding is required prior to construction of the improvements that will be designed under this agreement as construction costs, limits, and
Memorandum of Understanding
Regional Transportation Funding Plan
for Engineering Design of Riego Road/Baseline Road Signals
3 schedule cannot be estimated until the design has been completed.
1.7 The Participating Agencies shall have the right to request, review and provide comments on all documents and records , including design documents, that are created pursuant to this Agreement.
SECTION 2. MISCELLANEOUS
2.1 Effective Date. This Agreement is effective after execution by all the Participating Agencies and shall continue in effect until terminated by all the parties through mutual agreement.
2.2 Amendments. Any amendments to this Agreement shall be made by all Participating Agencies in writing.
2.3 Execution. The Board of Supervisors of the County of Placer, the City Council of the City of Roseville, and the Board of Supervisors of the County of Sutter have each authorized execution of this Agreement as evidence by the authorized signatures below.
2.4 Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. Documents executed, scanned , and transmitted electronically, and electronic signatures shall be deemed original signatures for purposes of this Agreement and all matters related thereto, with such scanned and electronic signatures having the s ame legal effect as original signatures.
2.5 Invoicing and Payment of Funds. Design costs will be split evenly between the three agencies and billed on a quarterly basis. Each agency agrees to provide payment within 30 days of each invoice up to a max imum aggregate amount of Four Hundred Thousand Dollars, ($400,000) each.
2.6 Integrated Agreement. This is an integrated agreement and contains all of the terms, considerations, understanding and promises of the parties. It shall be read as a whole.
Memorandum of Understanding
Regional Transportation Funding Plan
for Engineering Design of Riego Road/Baseline Road Signals
4 IN WITNESS WHEREOF, the parties have entered into this Agreement as of the last date set out below:
COUNTY OF PLACER:
By: ____________________________
Ken Grehm
Director, Department of Public Works
Approved as to Form:
By: __________________________
County Counsel
CITY OF ROSEVILLE:
By: _____________________________
Dominick Casey
City Manager
Approved as to Form:
By: __________________________
Michelle Sheidenberger
City Attorney
COUNTY OF SUTTER:
By:
Mike Ziegenmeyer, Chair
Sutter County Board of Supervisors
Approved as to Form:
By:
County Counsel
COUNCIL COMMUNICATION
CC #:
2450
File #:
1001-02
Title:
West Roseville Specific Plan - Parcels F-25 and F-26 - Summary Vacation Contact:
Sean Morales 916-774-5282 [email protected]
Meeting Date: 12/21/2022
Item #: 7.6.
RECOMMENDATION TO COUNCIL
Staff recommends that the City Council adopt a resolution to summarily vacate a 6-foot wide portion of the existing Public Utility Easement and Pedestrian Easement on two parcels.
BACKGROUND
The project site is located at 2150 and 2151 Prairie Town Way. The site is to the south of Fiddyment Road, and is bounded on the south by Old Coach Road and Angus Road and on the east by Autumn Leaves Drive and on the west by Rustler Drive. The approximately 11.09 acre site has a Multi-Family Residential (R3) zoning designation and a High-Density Residential (HDR) land use designation, and is located within the Fiddyment Ranch portion of the West Roseville Specific Plan (WRSP). The WRSP consists of approximately 3,162 gross acres generally west of Fiddyment Road and includes 8,792 single and multi-family units, including approximately 704 age-restricted units, 57 acres of Commercial, 109 acres of Industrial, 255 acres of Park, 705 acres of Open Space, and 108 acres of Schools. At build-out the plan area is expected to accommodate approximately 22,332 residents and provide 3,726 jobs. The plan was adopted in February 2004.
Parcels F-25 and F-26 have been planned for HDR land use since the adoption of the WRSP in 2004. The two large lot parcels were created and the easements dedicated as part of the large lot subdivision map for the Fiddyment Ranch Phase 2 portion of the WRSP (File #SUBD 03-11). A high-density multi-family development that consists of 189 units across the two parcels, known in the planning phase as “Fiddyment Bungalows” and now marketed as “Solstice at Fiddyment Ranch”, was approved by City Council on July 7, 2021 (File #PL20-0258). The project included a 6-foot encroachment into the 25-foot wide Public Utility Easement (PUE) and Pedestrian Easement (PE) along the southern boundary of both parcels along Old Coach Drive and Angus Road. The proposed design of the project was found to provide ample space for utilities as well as sidewalks and pathways for pedestrians despite the reduced easement widths.
The current request includes the abandonment of those 6-foot wide portions of the easements along the southern boundary of the parcels at 2150 Prairie Town Road (F-25) and 2151 Prairie Town Road (F-26) due to conflicts with the proposed buildings.
Government Code Section 8300 et. seq. (Streets and Highways Code) states that an easement may be terminated (vacated) by adopting a resolution of vacation. There are two pathways for vacation: summary or general. An abandonment request for a public utility or pedestrian easement is eligible for the simpler summary vacation when any one of the three potential conditions applies:
1. The easement has not been used for the purpose for which it was dedicated or acquired for five consecutive years immediately preceding the proposed abandonment.
2. The easement has been in place for less than five years (making it ineligible for condition 1 above), but has been in place for at least a year and has not been used for the purpose for which it was dedicated or acquired.
3. The need for the easement has been superseded by relocation, and there are no other public facilities in the easement.
The PUE and PE were originally recorded with the large lot parcel map for Fiddyment Ranch Phase 2 in 2006, but there are no utilities currently within the easement, nor have there been utilities within the easement for the past five years. The proposed easement vacation was routed to all utilities which could be affected by the project, and no objections were received. For these reasons, staff concludes that condition 1 (as described above) for a summary vacation applies, and recommends approval of the vacation request.
FISCAL IMPACT
There will be no fiscal impact to the City of Roseville.
ENVIRONMENTAL REVIEW
The EIR for the West Roseville Specific Plan (SCH #2002082057) was certified by the City Council on February 4, 2004. The approved multi-family Fiddyment Bungalows project was found to be statutorily exempt from environmental review pursuant to Section 15182 of the California Environmental Quality Act (CEQA) Guidelines, as a residential project pursuant to a Specific Plan.
The summary vacation is consistent with the prior project, and is exempt from the provisions of CEQA pursuant to Section 15305 for Minor Alterations in Land Use Limitations.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal F - Invest in well-planned infrastructure and growth
Respectfully Submitted,
Sean Morales, Associate Planner
Mike Isom, Development Services Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Attachment 1 - Vicinity Map
Resolution 22-460
Exhibit A - F-25 Easement Abandonment
Exhibit B - F-26 Easement Abandonment
Vicinity Map
Copyright nearmap 2015, Maxar
Roseville Parcel
Roseville Street Label
11/23/2022, 9:00:29 AM
0 0.15 0.30.07 mi
0 0.25 0.50.13 km
1:9,028
City of Roseville - Development Services
City of Roseville | Development Services
RESOLUTION NO. 22-460
ORDERING SUMMARY VACATION OF A PORTION OF A PUBLIC UTILITY EASEMENT AND PEDESTRIAN EASEMENT AT 2150 PRAIRIE TOWN WAY AND 2151 PRAIRIE TOWN WAY
BE IT RESOLVED by the City Council of the City of Roseville as follows:
WHEREAS, in accordance with the provisions of Section 8333, et seq., of the Streets and Highways Code (Chapter 4, Summary Vacation), it is hereby found that a portion of a public utility easement and pedestrian easement at 2150 Prairie Town Way, described in Exhibit “A”, which is attached hereto and incorporated herein by reference, is no longer needed, and there are no other public facilities in the easements; and
WHEREAS, the easements have not been used for the purpose for which they were dedicated or acquired for five consecutive years immediately preceding the proposed abandonment; and
WHEREAS, in accordance with the provisions of Section 8333, et seq., of the Streets and Highways Code (Chapter 4, Summary Vacation), it is hereby found that a portion of a public utility easement and pedestrian easement at 2151 Prairie Town Way, described in Exhibit “B”, which is attached hereto and incorporated herein by reference, is no longer needed, and there are no other public facilities in the easements; and
WHEREAS, the easements have not been used for the purpose for which they were dedicated or acquired for five consecutive years immediately preceding the proposed abandonment; and
IT IS HEREBY ORDERED:
1. That the portion of the public utility easement and pedestrian easement at 2150 Prairie Town Way described in Exhibit “A” is hereby vacated pursuant to Streets and Highways Code Section 8335, and shall, as of the date of adoption of this resolution, no longer constitute a public utility easement and pedestrian easement; and
2. That the portion of the public utility easement and pedestrian easement at 2151 Prairie Town Way described in Exhibit “B” is hereby vacated pursuant to Streets and Highways Code Section 8335, and shall, as of the date of adoption of this resolution, no longer constitute a public utility easement and pedestrian easement; and
3. The City Manager is hereby authorized to execute any other documents required to effectuate the conveyance of the abandoned/vacated easements to the respective property owners.
4. City Clerk is hereby directed to cause a certified copy of this Resolution and Order, attested to by said Clerk under the seal of the City of Roseville, to be recorded in the Office of the County Recorder, and take any other actions necessary to effectuate the intent of this Resolution and Order.
PASSED AND ADOPTED by the Council of the Cityof Roseville this day of , 2022, by the following vote on rollcall:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
City Clerk
Exhibit A
Exhibit A
Exhibit A
Exhibit B
Exhibit B
COUNCIL COMMUNICATION
CC #:
2446
File #:
0400-04-12-1
Title:
Sierra Vista - Parcel DF-20 - Notice of Completion
Contact:
Cody Allen 916-517-7598 [email protected]
Meeting Date: 12/21/2022
Item #: 7.7.
RECOMMENDATION TO COUNCIL
Staff recommends that the City Council adopt the attached resolution accepting Parcel DF- 20 ,
CWJ# 190617
as complete and authorizing the City Engineer to execute the Notice of Completion.
BACKGROUND
The Engineering Division has made a final inspection of the above project and has found the roadway infrastructure work complete in accordance with the improvement plans and City specifications.
FISCAL IMPACT
The actions requested as part of this action have no impact to the City's General Fund.
Construction costs were paid by the developer.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. Approval of a Notice of Completion meets the above criteria and is not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal F - Invest in well-planned infrastructure and growth
Respectfully Submitted,
Cody Allen, Construction Inspector
Mike Isom, Development Services Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Resolution No. 22-458
DF-20 NOC
DF-20 Exhibit A--Location Map
DF-20 Final Map
RESOLUTION NO. 22-458
RESOLUTION OF THE COUNCIL OF THE CITY OF ROSEVILLE ACCEPTING THE PUBLIC WORK KNOWN AS Parcel DF-20 PROJECT, APPROVING THE "NOTICE OF COMPLETION", AND AUTHORIZING AND DIRECTING THE CITY ENGINEER TO
EXECUTE SAID NOTICE ON BEHALF OF THE CITY OF ROSEVILLE, THEREFORE, AND
ACCEPTING ALL DEDICATIONS OFFERED ON THE RECORDED MAP OF THE SUBDIVISION.
BE IT RESOLVED by the Council of the City of Roseville as follows:
1. The "Notice of Completion" on file in the City Clerk's Department relative to that public work known as the Parcel DF-20 is hereby approved and the public work accepted.
2. All rights of way and easements as offered on the final map of recorded with Placer County Recorder’s Office Book FF of Maps, Page 96 is hereby accepted.
3. The City Engineer is hereby authorized and directed to execute said Notice on behalf of the City of Roseville.
PASSED AND ADOPTED by the Council of the City of Roseville, this day of , 2022, by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
CITY CLERK
RECORDING REQUESTED BY AND WHEN
RECORDED MAIL TO:
CITY
CLERK
CITY OF ROSEVILLE
311 VERNON STREET
ROSEVILLE, CA 95678
Exempt
from recording fees
Pursuant to Gov’t Code §27383
NO
TICE OF COMPLETION
N
OTICE IS HEREBY GIVEN that the public work of improvement known as the Project was completed and
accepted by the City of Roseville on . The location is situated in the City of Roseville, County of Placer, State of California and is indicated on the attached map, marked as Exhibit “A” and incorporated herein by this reference. The real property herein described is owned by the City of Roseville, 311 Vernon Street, Roseville CA 95678.
The direct/general contractor on said project was .
The surety on said project was
.
___________________________________
Cit
y of Roseville
Owner
ATTEST:
________________________________
_
Carmen Avalos, City Clerk
State of California )
County of Placer )
I, , being first duly sworn, depose and say: I am the of the City of Roseville, a municipal corporation in the State of California, owner of the property described in the above Notice. I am duly authorized to make this verification for and on behalf of the City of Roseville. I have read the Notice of Completion and know its contents and the facts stated therein are true.
___________________________________
City of Roseville
State of California )
County of Placer )
Subscribed and sworn to (or affirmed) before
me on this _ ____
day of ,
20 ___,
proved to me on the basis of satisfactory
evidence to be the person(s) who appeared
before me.
____________________________________
Place Notary Seal and/or Stamp Above Signature of Notary Public A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
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Exhibit A: Location Map
City of Roseville
Sierra Vista
Parcel DF-20
Project
Location
0 0.50.25
Miles
P L E A S A N T G R
O
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FIDDYMENT
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G R A N D E
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Vicinity Map
COUNCIL COMMUNICATION
CC #:
2466
File #:
0800-03
Title:
Natural Gas Transportation Service - Agreements
Contact:
William Forsythe 916-774-5619
[email protected]
Meeting Date: 12/21/2022
Item #: 7.8.
RECOMMENDATION TO COUNCIL
Staff recommends that the City Council adopt resolutions authorizing the City Manager to execute two new contracts with the Pacific Gas & Electric Company (PG&E) for the cost of delivering natural gas to the Roseville Energy Park and Roseville Power Plant 2.
BACKGROUND
Roseville Electric Utility has a diverse portfolio of generating resources that is used to meet the electric needs of the businesses and residences in the City of Roseville. As part of these generating resources, the electric utility owns and operates two natural gas powerplants, the Roseville Energy Park (REP) and Roseville Power Plant 2 (RPP2). These are local generating facilities that are directly connected to our electric system and are important assets in maintaining electric service reliability and helping keep our electric rates low.
To support the operation of both facilities, Roseville Electric Utility entered into two gas transportation contracts with the Pacific Gas and Electric Company (PG&E) in November 2019 to deliver natural gas to each of the power plants. These negotiated gas transportation contracts provide the electric utility with more cost effective delivery service than what was proposed under PG&E’s standard rates, and helped ensure that our natural gas power plants were more cost effective to run and serve the community. These contracts will expire on December 31, 2022.
In effort to minimize the cost increase from the expiration of these gas transportation contracts, Roseville Electric Utility, along with other utilities in the region, have been actively involved in PG&E’s current rate case before the California Public Utilities Commission (CPUC) for replacing these negotiated contracts. As part of this effort, PG&E has proposed two new gas transportation contracts while its proposed rate case is being reviewed by the CPUC. The two gas transportation contracts establish the costs for natural gas transportation service on PG&E’s system. Both contracts will go in effect on January 1, 2023 and are expected to be in effect until the third quarter of 2023, contingent on the final approval of PG&E’s rate case by the CPUC.
These contracts provide an important mechanism to manage our near-term gas transportation costs associated with the operation of our natural gas power plants while PG&E’s rate case remains under review by the CPUC. Roseville Electric Utility will remained actively engaged in PG&E’s rate case before the CPUC to minimize the longer term cost impacts of PG&E gas transportation rates onour power plant operations.
FISCAL IMPACT
Executing the two new negotiated contracts is estimated to cost approximately $5.8 million annually. This is an estimated savings of approximately $4.6 million from the rates included in PG&E’s proposed rate case before the CPUC. Funding for these contracts is included in the Electric Department’s FY2022-23 budget in the Electric Fund.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA Statute State Guidelines §15060(c)(3) and §15378. The approval of rate contracts meets the above criteria and is not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Remain fiscally responsible in a changing word -
Balance utility services, unfunded legislative
mandates, costs and customer rates.
Respectfully Submitted,
William Forsythe, Power Supply Administrator
Daniel Beans, Electric Utility Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Resolution 22-470
Agreement 7080034
Resolution 22-471
Agreement 7090091
RESOLUTION NO. 22-470
APPROVING A NATURAL GAS SERVICE AGREEMENT MODIFICATION, BY
AND BETWEEN PACIFIC GAS AND ELECTRIC COMPANY AND THE CITY OF
ROSEVILLE, AND AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON
BEHALF OF THE CITY OF ROSEVILLE
WHEREAS, a Natural Gas Service Agreement Modification, Transaction ID No. 7080034, Service Agreement No. 6339329216, for natural gas transportation service used for fuel deliveries to the Roseville Energy Park and Roseville Power Plant 2, by and between Pacific Gas and Electric Company and the City of Roseville, has been reviewed by the City Council; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.
PASSED AND ADOPTED by the Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
Customer (Original)
T&C (Original)
Division (Copy)
Customer Billing (Copy)
Exhibit A.1 (Rates and Metering Information)
Exhibit A.2 (Negotiated Terms and Conditions)[ ]
[ ]
[ ] Exhibit D (Customer Contact and Billing Addresses) [ ]
[ ]
[ ] Exhibit B (Contract Quantities)
[ ] Exhibit C (Scheduling and Operations Data)
Exhibit A.WSL (Rates and Metering Information)
Exhibit A.NGV4 (Rates and Metering Information)
Exhibit A.EG (Rates and Metering Information)[ ]
Exhibit A.EG-NEG (Negotiated Terms and Conditions)[ ] 7080034
(916) 500-8957
Charlene Alvarez
NATURAL GAS SERVICE AGREEMENT MODIFICATION
REVISED EXHIBITS
The attached Exhibit (s) replace and supersede the Exhibits listed below, and are to be effective a California Corporation, and
The Exhibits to the Agreement dated , between Pacific Gas and Electric Company (PG&E),
CITY OF ROSEVILLE
01/01/2023
(Customer), have been revised.
(Name)
(Title)
(Signature)
(Date)
(Name)
(Signature)
(Date)
(Title)
by (For Customer) (for Pacific Gas and Electric Company) (effective date).
Distribution:
4/1/2007 00:00:00
04/01/2007
6339329216
Rep. Co. Phone:
Acct. Rep.:
Rep External Phone:
Corp. Acct Rep Name:
Corp. Acct Rep Phone:
Trans. Id. No.:
Service Agreement No:
Advice 4350-G/60550-E
Form No. 79-757
February 2021
† Information collected on this form is used in accordance with PGE’s Privacy Policy The Privacy Policy is available at pge.com/privacy.
______________________________________________
Automated Document, Preliminary Statement Part A
If Exhibit A.EG-NEG is used, then an Exhibits A.EG must also be completed to indicate the standard rates provided in conjunction with the negotiated provisions specified below. Exhibit A.EG is also needed to specify the accounting and metering information.
1. 2.
EXHIBIT A.EG-NEG - NEGOTIATED TERMS AND CONDITIONS
NONCORE RATE SCHEDULE(S) AND CONTRACT QUANTITIES:
TERM:
(date). After the end of the initial term, negotiated provision will: (select only one option)
1/1/2023
The negotiated provisions indicated in this Exhibit A.EG-NEG shall be for Customer.
[X] Continue on a day-to-day basis until terminated upon thirty (30) days written notice by PG&E or (end date), or;terminate on [ ]
NEGOTIATED RATES:
Monthly Charge:
Average Monthly LT Fixed Charge: $91,547
V olumetric Charge:
$0.10592 per therm (the current local Transmission component as of Equal to the G-EG total tariff charge on Preliminary Statement B less tariffs and is subject to change anytime during the effective period of the contract.
January 1, 2023 minus $0.005 per therm). The volumetric charge is calculated utilizing the standard G-EG rate as provided in PG&E TRANS ID No:CUSTOMER NAME: 7080034CITY OF ROSEVILLE
Customer elects to receive natural gas service under the terms and conditions of Schedule G-EG (Gas Transportation Service to Electric Generation) under the negotiated terms and conditions set forth below.
All terms and conditions not expressly set forth will be considered to be unchanged from the standard provision specified in Schedule G-EG.
Exhibit A.EG-NEG
Form Number 79-756
Advice 4350-G-A/6050-E-A
March 2021Automated Documents, Preliminary Statement, Part A (only indicate days if these provisions are for less than one (1) month), and become effective on months days, or 6
__________________________________________________
4. OTHER SPECIAL INSTRUCTIONS OR PROVISIONS:
See Supplemental document for additional terms and information
3. USE-OR-PAY OBLIGATION:
None
EXHIBIT A.EG-NEG - NEGOTIATED TERMS AND CONDITIONS
7080034CUSTOMER NAME: CITY OF ROSEVILLE TRANS ID No:
Exhibit A.EG-NEG
Form Number 79-756
Advice 4350-G-A/6050-E-A
March 2021Automated Documents, Preliminary Statement, Part A ______________________________________________
2023 NGSA EG-LT Supplemental Document Additional Terms and Conditions
1. Customers who have a GHG compliance obligation under the California Cap and Trade program will not pay the AB 32 GHG Compliance Cost and NCA – ARB AB32 COI component of the G-EG rate.
2. The Negotiated Rate Exhibit (A.EG-NEG) will start the first calendar day of the month following the execution of the applicable NGSA between PG&E and the customer. This Negotiated Rate Exhibit will continue as provided in section 1 (Term) of A.EG-NEG until two calendar months post effective date of the revised G-EG rate adopted in the final Decision in PG&E’s 2023 Gas Transmission and Storage Cost Allocation and Rate Design (GT&S CARD) proceeding (A.21-09- 018). As also provided in section 1 (Term) of the A.EG-NEG, PG&E will provide at least thirty (30) days written notice prior to the termination of the Negotiated Rate Exhibit (A.EG-NEG). The customer will have the option of terminating the contract after six months (initial term) upon thirty (30) days written notice.
3. During the initial term of the contract, the customer has the right to cancel the agreement if the electric generation plant is to be permanently closed or if a regulatory change occurs that will substantially reduce the electric generation plants output or number of hours per year it operates. Regulatory changes include, but are not limited to permitting, licensing, entering, or exiting CAISO markets or industry-wide structural changes.
4. If PG&E were unable to deliver gas to the customer due to an outage or maintenance on the local transmission system, PG&E will prorate the fixed fee for the duration of the event.
RESOLUTION NO. 22-471
APPROVING A NATURAL GAS SERVICE AGREEMENT MODIFICATION, BY
AND BETWEEN PACIFIC GAS AND ELECTRIC COMPANY AND THE CITY OF
ROSEVILLE, AND AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON
BEHALF OF THE CITY OF ROSEVILLE
WHEREAS, a Natural Gas Service Agreement Modification, Transaction ID No. 7090091, Service Agreement No. 1077285083, for natural gas transportation service used for fuel deliveries to the Roseville Energy Park and Roseville Power Plant 2, by and between Pacific Gas and Electric Company and the City of Roseville, has been reviewed by the City Council; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and that the City Manager is authorized to execute it on behalf of the City of Roseville.
PASSED AND ADOPTED by the Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
Customer (Original)
T&C (Original)
Division (Copy)
Customer Billing (Copy)
Exhibit A.1 (Rates and Metering Information)
Exhibit A.2 (Negotiated Terms and Conditions)[ ]
[ ]
[ ] Exhibit D (Customer Contact and Billing Addresses) [ ]
[ ]
[ ] Exhibit B (Contract Quantities)
[ ] Exhibit C (Scheduling and Operations Data)
Exhibit A.WSL (Rates and Metering Information)
Exhibit A.NGV4 (Rates and Metering Information)
Exhibit A.EG (Rates and Metering Information)[ ]
Exhibit A.EG-NEG (Negotiated Terms and Conditions)[ ] 7090091
(916) 500-8957
Charlene Alvarez
NATURAL GAS SERVICE AGREEMENT MODIFICATION
REVISED EXHIBITS
The attached Exhibit (s) replace and supersede the Exhibits listed below, and are to be effective a California Corporation, and
The Exhibits to the Agreement dated , between Pacific Gas and Electric Company (PG&E),
CITY OF ROSEVILLE
01/01/2023
(Customer), have been revised.
(Name)
(Title)
(Signature)
(Date)
(Name)
(Signature)
(Date)
(Title)
by (For Customer) (for Pacific Gas and Electric Company) (effective date).
Distribution:
9/1/2010 00:00:00
09/01/2010
1077285083
Rep. Co. Phone:
Acct. Rep.:
Rep External Phone:
Corp. Acct Rep Name:
Corp. Acct Rep Phone:
Trans. Id. No.:
Service Agreement No:
Advice 4350-G/60550-E
Form No. 79-757
February 2021
† Information collected on this form is used in accordance with PGE’s Privacy Policy The Privacy Policy is available at pge.com/privacy.
______________________________________________
Automated Document, Preliminary Statement Part A
If Exhibit A.EG-NEG is used, then an Exhibits A.EG must also be completed to indicate the standard rates provided in conjunction with the negotiated provisions specified below. Exhibit A.EG is also needed to specify the accounting and metering information.
1. 2.
EXHIBIT A.EG-NEG - NEGOTIATED TERMS AND CONDITIONS
NONCORE RATE SCHEDULE(S) AND CONTRACT QUANTITIES:
TERM:
(date). After the end of the initial term, negotiated provision will: (select only one option)
1/1/2023
The negotiated provisions indicated in this Exhibit A.EG-NEG shall be for Customer.
[X] Continue on a day-to-day basis until terminated upon thirty (30) days written notice by PG&E or (end date), or; terminate on [ ]
NEGOTIATED RATES:
Monthly Charge:
Average Monthly LT Fixed Charge: $2,484
V olumetric Charge:
$0.10592 per therm (the current local Transmission component as of Equal to the G-EG total tariff charge on Preliminary Statement B less tariffs and is subject to change anytime during the effective period of the contract.
January 1, 2023 minus $0.005 per therm). The volumetric charge is calculated utilizing the standard G-EG rate as provided in PG&E TRANS ID No: CUSTOMER NAME: 7090091 CITY OF ROSEVILLE
Customer elects to receive natural gas service under the terms and conditions of Schedule G-EG (Gas Transportation Service to Electric Generation) under the negotiated terms and conditions set forth below.
All terms and conditions not expressly set forth will be considered to be unchanged from the standard provision specified in Schedule G-EG.
Exhibit A.EG-NEG
Form Number 79-756
Advice 4350-G-A/6050-E-A
March 2021 Automated Documents, Preliminary Statement, Part A (only indicate days if these provisions are for less than one (1) month), and become effective on months days, or 6
__________________________________________________
4. OTHER SPECIAL INSTRUCTIONS OR PROVISIONS:
See Supplemental document for additional terms and information
3. USE-OR-PAY OBLIGATION:
none
EXHIBIT A.EG-NEG - NEGOTIATED TERMS AND CONDITIONS
7090091 CUSTOMER NAME: CITY OF ROSEVILLE TRANS ID No:
Exhibit A.EG-NEG
Form Number 79-756
Advice 4350-G-A/6050-E-A
March 2021 Automated Documents, Preliminary Statement, Part A ______________________________________________
2023 NGSA EG-LT Supplemental Document Additional Terms and Conditions
1. Customers who have a GHG compliance obligation under the California Cap and Trade program will not pay the AB 32 GHG Compliance Cost and NCA – ARB AB32 COI component of the G-EG rate.
2. The Negotiated Rate Exhibit (A.EG-NEG) will start the first calendar day of the month following the execution of the applicable NGSA between PG&E and the customer. This Negotiated Rate Exhibit will continue as provided in section 1 (Term) of A.EG-NEG until two calendar months post effective date of the revised G-EG rate adopted in the final Decision in PG&E’s 2023 Gas Transmission and Storage Cost Allocation and Rate Design (GT&S CARD) proceeding (A.21-09- 018). As also provided in section 1 (Term) of the A.EG-NEG, PG&E will provide at least thirty (30) days written notice prior to the termination of the Negotiated Rate Exhibit (A.EG-NEG). The customer will have the option of terminating the contract after six months (initial term) upon thirty (30) days written notice.
3. During the initial term of the contract, the customer has the right to cancel the agreement if the electric generation plant is to be permanently closed or if a regulatory change occurs that will substantially reduce the electric generation plants output or number of hours per year it operates. Regulatory changes include, but are not limited to permitting, licensing, entering, or exiting CAISO markets or industry-wide structural changes.
4. If PG&E were unable to deliver gas to the customer due to an outage or maintenance on the local transmission system, PG&E will prorate the fixed fee for the duration of the event.
COUNCIL COMMUNICATION
CC #:
2453
File #:
0900-04-01
Title:
2018 Regional Surface Transportation Program Arterial Resurfacing Project - Notice of Completion
Contact:
Jesse Khatkar 916-774-5434 [email protected]
Meeting Date: 12/21/2022
Item #: 7.9.
RECOMMENDATION TO COUNCIL
Staff recommends that the City Council accept the 2018 Regional Surface Transportation Program Arterial Resurfacing Project as complete and adopt a resolution authorizing the Public Works Director to execute the Notice of Completion.
BACKGROUND
The
2018 Regional Surface Transportation Program Arterial Resurfacing Project :
Replaced failed sections of asphalt roadway pavement;
Resurfaced with microsurfacing;
Reconstructed Curb Ramps to comply with ADA requirements; and Replaced signal detector loops at various locations throughout the City.
The streets included in the project were portions of (see attached map for locations): Blue Oaks Blvd.; Cirby Way; Estates Dr.; Eureka Rd.; Foothills Blvd.; Folsom Rd.; Harding Blvd.; Orlando Ave.; Pleasant Grove Blvd.; Riverside Ave.; East Roseville Pkwy.; Sierra College Blvd.; Sutter Ave.; Stanford Ranch Rd.; Vernon St.; Douglas Blvd; and Woodcreek Oaks Blvd.
Staff determines which Roseville streets are to be resurfaced with the aid of a pavement management system software that optimizes the timing of resurfacing projects based upon road condition and available funding.
The Public Works Engineering Division has made the final inspection of the 2018 Regional Surface Transportation Program Arterial Resurfacing Project and has found the work to be completed in accordance with the improvement plans and City Specifications and is now ready for acceptance. As required by the Specifications and Faithful Performance Bond, the Contractor shall guarantee the installation of all improvements for a period of 12 months from the date of the Notice of Completion.
FISCAL IMPACT
The project was funded by a Highway Infrastructure Program (HIP) grant and two Regional Surface Transportation Program (RSTP) allotments. No General Fund resources were used for this project.
Staff are completing the final accounting of project costs and will submit the final reimbursement request to Caltrans for the various grant funding sources in the coming weeks.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. Acceptance of the 2018 Regional Surface Transportation Program Arterial Resurfacing Project as complete meets the above criteria and is not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal F - Invest in well-planned infrastructure and growth
Respectfully Submitted,
Jesse Khatkar, Assistant Engineer
Jason Shykowski, Public Works Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Resolution 22-462
NOC
Location Map
RESOLUTION NO. 22-462
ACCEPTING THE PUBLIC WORK KNOWN AS THE 2018 REGIONAL SURFACE
TRANSPORTATION PROGRAM ARTERIAL RESURFACING PROJECT, APPROVING THE “NOTICE OF COMPLETION”, AND AUTHORIZING THE PUBLIC WORKS
DIRECTOR TO EXECUTE SAID NOTICE ON BEHALF OF THE CITY OF ROSEVILLE
BE IT RESOLVED by the City Council of the City of Roseville as follows:
1. The “Notice of Completion” on file in the City Clerk’s Department relative to that public work known as the 2018 Regional Surface Transportation Program Arterial Resurfacing Project, has been approved and the public work accepted.
2. The Public Works Director is hereby authorized and directed to execute said Notice on behalf of the City of Roseville.
PASSED AND ADOPTED by the Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
RECORDING REQUESTED BY AND WHEN
RECORDED MAIL TO:
CITY
CLERK
CITY OF ROSEVILLE
311 VERNON STREET
ROSEVILLE, CA 95678
Exempt
from recording fees
Pursuant to Gov’t Code §27383
NO
TICE OF COMPLETION
N
OTICE IS HEREBY GIVEN that the public work of improvement known as the Project was completed and
accepted by the City of Roseville on . The location is situated in the City of Roseville, County of Placer, State of California and is indicated on the attached map, marked as Exhibit “A” and incorporated herein by this reference. The real property herein described is owned by the City of Roseville, 311 Vernon Street, Roseville CA 95678.
The direct/general contractor on said project was .
The surety on said project was
.
___________________________________
Cit
y of Roseville
Owner
ATTEST:
________________________________
_
Carmen Avalos, City Clerk
State of California )
County of Placer )
I, , being first duly sworn, depose and say: I am the of the City of Roseville, a municipal corporation in the State of California, owner of the property described in the above Notice. I am duly authorized to make this verification for and on behalf of the City of Roseville. I have read the Notice of Completion and know its contents and the facts stated therein are true.
___________________________________
City of Roseville
State of California )
County of Placer )
Subscribed and sworn to (or affirmed) before
me on this _ ____
day of ,
20 ___,
proved to me on the basis of satisfactory
evidence to be the person(s) who appeared
before me.
____________________________________
Place Notary Seal and/or Stamp Above Signature of Notary Public A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. [
0 1,400 2,800 4,200 5,600700
Feet
Exhibit A - 2018 RSTP Arterial Resurfacing
Public Works - Engineering
S:\Arcdata\publicworks\CIP\2019 RSTP ArterialResurfacing Plan.mxd Date Saved: 12/5/2022 9:44:58 AM 2018 RSTP Arterial Resurfacing Project
WASHINGTON BL
FIDDYM
ENT RD
FOOTHILLSBL
WILLS RD
TAYLORRD
LONETREE BL
ROCKY RIDGE DR
E ROSEVILLE PW
PLEASANTGROVEBL
HARDING BL
DOUGLAS BL
VERNON ST
EUREKA RD
OAK ST
ROSEVILLE
RD
SCIRBYWY
BLUE OAKS BL
AUBURN BL
STANFORD
RANCH
RD
JUNCTION BL
RIVERSIDE AV
NSUNRISEAV
ATLANTIC ST
ATKINSON ST
OLD AUBURN RD
CIRBY WY
W
ESTBROOK BL
GALLERIA
BL
BASELINE RD
FAIRWAY DR
SUNRISE AV
SECRET
RAVINE PW
ROSEVILLEPW
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OODCREEK
OAKSBL
PAGEL
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VISTA
GRANDE BL
SIERRA
COLLEGEBL
COUNCIL COMMUNICATION
CC #:
2459
File #:
0800-02 & 0214 & 0201-01
Title:
CalRecycle Grant Funding – Budget Adjustment
Contact:
Michelle White 916-774-5774 [email protected]
Meeting Date: 12/21/2022
Item #: 7.10.
RECOMMENDATION TO COUNCIL
Staff recommends that the City Council adopt an ordinance to approve a $193,581 budget adjustment to create a new project (CalRecycle Grant - SB 1383 Program Implementation) for CalRecycle grant funding.
BACKGROUND
On February 16, 2022, City Council adopted a resolution authorizing staff to submit applications to apply for CalRecycle grant programs which are offered occasionally to local jurisdictions for the collection, management, or recycling of various wastes.
Recently, CalRecycle began administering a one-time, non-competitive grant program to provide aid to local jurisdictions in the implementation of SB 1383 regulations. This grant program provides $57 million in statewide funding to assist with the implementation of SB 1383 regulatory requirements. The City of Roseville applied for and was awarded a one-time, advance payment of $193,581 from the available statewide funds. The funds can be used in any of the following SB 1383 areas: capacity planning, collection, edible food recovery, education and outreach enforcement and inspection, program evaluation/gap analysis, procurement requirements, and/or record keeping.
The City plans to use these funds to offset the cost of SB 1383 mandates, such as procurement of organic waste products or collection containers. To date, Waste Services staff have been actively implementing SB 1383 requirements by conducting pilot studies; completing a rate study and rate increase proposal; planning for organics processing capacity; conducting inspections for the edible food recovery program; providing educational materials to customers; and preparing a procurement policy and municipal code updates that were adopted by City Council on December 15, 2021, and June 1, 2022, respectively.
FISCAL IMPACT
Staff recommends approval of a budget adjustment for $193,581 to capture the grant revenue from CalRecycle and associated expenses. This will be administered through a new project (CalRecycle Grant - SB 1383 Program Implementation) in the Waste Services Operations Fund.
Since the project’s expenses will be funded entirely by the grant, there will be no effect on the available resources in the Waste Services Operations Fund.
No matching funds are required and
there is no fiscal impact to the General Fund.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute Section 21065 and CEQA State Guidelines Section 15060(c)(3) and Section 15378. Approval of a budget adjustment meets the above criteria and is not subject to CEQA. No additional environment review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal A: Remain fiscally responsible in a changing world Goal E: Deliver exceptional City services
Goal F: Invest in well-planned infrastructure and growth
Respectfully Submitted,
Michelle White, Compliance Administrator
Richard Plecker, Environmental Utilities Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Ordinance 6581
Budget Adjustment
ORDINANCE NO. 6581
ORDINANCE OF THE COUNCIL OF THE CITY OF ROSEVILLE
AUTHORIZING CERTAIN AMENDMENTS TO THE FISCAL YEAR 2022-23
BUDGET AND DECLARING THIS ORDINANCE TO BE IMMEDIATELY
EFFECTIVE AS AN APPROPRIATION MEASURE
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. The City of Roseville Annual Budget, Fiscal Year 2022-23, is hereby amended as listed on the attached budget adjustment for CalRecycle Grant – SB 1383 Program Implementation.
SECTION 2. This ordinance is hereby declared to be an appropriation measure, immediately effective pursuant to the provisions of Section 5.03 of the Charter.
SECTION 3. The City Clerk is hereby authorized and directed to post a true copy of the foregoing ordinance in each of three (3) conspicuous locations in the City and she shall immediately after such posting enter in the ordinance book, under the record of the ordinance, a certificate under her hand stating the time and place of such publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville, this day of , 2022, by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
11/15/20221:14 PM
1 REQUEST FOR BUDGET ADJUSTMENT
REQUESTER NAME & TITLE: Michelle White, Compliance Administrator FISCAL YEAR: 2023 PREPARER NAME & TITLE: Lisa Saunders, EU Business Analyst COUNCIL DATE (if applicable): 12/21/22 DEPARTMENT/DIVISION: EU/Waste Services ORDINANCE:
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
6301 5395 84001 700043 193,581
193,581
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
6301 4410 84001 700043 193,581
193,581
-
FUND BALANCE
BUDGET ($)
Fund Account Center Project Adjustment
-
Justification for Budget Adjustment:
REQUESTING DEPARTMENT HEAD / DESIGNEE DATE BUDGET MANAGER / DESIGNEE DATE
CHIEF FINANCIAL OFFICER / DESIGNEE DATE CITY MANAGER / DESIGNEE DATE
POSTED BY DATE
Revised: June 24, 2019
TOTAL
TOTAL
ACCOUNT STRING DESCRIPTION
Establish an expense budget for equipment under $5,000.
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
REQUIRED APPROVALS:
BUDGET DEPARTMENT USE ONLY:
The City was granted $193,581 from CalRecycle, a department under CalEPA. EU's Waste Services group will use this funding to meet regulatory requirements for SB 1383. This budget adjustment programs the grant revenue and the accompanying expense, resulting in no net effect on the Waste Services Operations Fund.
DESCRIPTION
TOTAL
State grant from CalRecycle to assist with SB1383
regulatory requirements.
ACCOUNT STRING
11/21/22
COUNCIL COMMUNICATION
CC #:
2454
File #:
0206-03 & 0206-10 & 0201-01
Title:
Community Facilities Districts/Downtown Roseville Property Business Improvement District - Budget Adjustments
Contact:
Jeannine Thrash 916-774-5473 [email protected]
Dennis Kauffman 916-774-5313 [email protected]
Meeting Date: 12/21/2022
Item #: 7.11.
RECOMMENDATION TO COUNCIL
Staff recommends that City Council adopt two ordinances to approve the attached budget adjustments for the City's community facilities districts (CFD) and Downtown Roseville Property Improvement District (PBID) to true up the district budgets to the FY2022-23 tax levies that were submitted to Placer County for the property tax roll and to budget for CFD bond issuances and draws since the beginning of the fiscal year.
BACKGROUND
The City's budget is developed and proposed for adoption before the final tax and assessment levies for the City's CFDs and PBID are determined.
The first recommended budget adjustment
amends the CFD budgets to include bond proceeds received prior to October 2022 and pay-as- you-go developer reimbursements.
The second recommended budget adjustment trues up
district budgets after final expenditure estimates, developed parcel counts and levy credits have been taken into consideration for each district. These adjustments align the FY2022-23 budgeted amounts with what was submitted to Placer County for the property tax roll as well as what was received and reimbursed through bond proceeds.
FISCAL IMPACT
There are sufficient fund balances in all the identified CFDs and the PBID to accommodate the budget adjustments. The impact of the budget adjustments on the fund balance of the General Fund is an increase of $234,712 in additional revenue from Community Facilities District No. 3, Municipal Services.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. Adoption of ordinances meets the above criteria and are not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal A - Remain fiscally responsible in a changing world
Respectfully Submitted,
Jeannine Thrash, Management Analyst
Dennis Kauffman, Assistant City Manager/Chief Financial Officer
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Ordinance 6579
Budget Adjustment 1
Ordinance 6580
Budget Adjustment 2
ORDINANCE NO. 6579
ORDINANCE OF THE COUNCIL OF THE CITY OF ROSEVILLE
AUTHORIZING CERTAIN AMENDMENTS TO THE FISCAL YEAR 2022-23
BUDGET AND DECLARING THIS ORDINANCE TO BE IMMEDIATELY
EFFECTIVE AS AN APPROPRIATION MEASURE
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. The City of Roseville Annual Budget, Fiscal Year 2022-23, is hereby amended as listed on the attached budget adjustment to amend the Community Facilities District budgets to include bond proceeds received prior to October 2022 and pay-as-you-go developer reimbursements.
SECTION 2. This ordinance is hereby declared to be an appropriation measure, immediately effective pursuant to the provisions of Section 5.03 of the Charter.
SECTION 3. The City Clerk is hereby authorized and directed to post a true copy of the foregoing ordinance in each of three (3) conspicuous locations in the City and she shall immediately after such posting enter in the ordinance book, under the record of the ordinance, a certificate under her hand stating the time and place of such publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville, this _ day of , 2022, by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
REQUEST FOR BUDGET ADJUSTMENT
REQUESTER NAME & TITLE: Jeannine Thrash, Management Analyst FISCAL YEAR: 2022-23 PREPARER NAME & TITLE: Jeannine Thrash, Management Analyst COUNCIL DATE (if applicable): 12/21/22 DEPARTMENT/DIVISION: Finance Administration ORDINANCE:
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
see attached -7 pages
-
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
-
-
FUND BALANCE
BUDGET ($)
Fund Account Center Project Adjustment
-
Justification for Budget Adjustment:
REQUESTING DEPARTMENT HEAD / DESIGNEE DATE BUDGET MANAGER / DESIGNEE DATE
CHIEF FINANCIAL OFFICER / DESIGNEE DATE CITY MANAGER / DESIGNEE DATE
ACCOUNT STRING DESCRIPTION
TOTAL
REQUIRED APPROVALS:
The City's budget is developed and proposed for approval before the final CFD district tax levies are determined. The budget adjustment also trues up the budgets in Oracle with the bond transactions that have taken place for the first half of Fiscal Year 2022-23 and the final CFD levy budgets.
TOTAL
ACCOUNT STRING DESCRIPTION
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 1 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
3014 6505 80301 363,946 Fiddyment Ranch CFD 5: Draw 11 from series 2021 bond proceeds for authorized facilities
3020 5595 82001 12,069 Disburse interest earned from BNY 3020 6505 80301 2,262,416 Baseline at Sierra Vista CFD 1, Draw #2 from Series 2021 bond proceeds for authorized facilities
2,638,431
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
-
2,638,431
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
3014 3601 (363,946) Decrease available resources in Fiddyment Ranch CFD 5 3020 3601 (2,274,485) Decrease available resources in Baseline at Sierra Vista CFD 1 (2,638,431)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 2 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
3007 5569 80301 1,489,457 Increase in pay as you go funding for Westpark CFD 1 3012 5569 80301 422,553 Increase in pay as you go funding for Westbrook CFD 1 3013 5569 80301 243,564 Increase in pay as you go funding for HP Campus Oaks CFD 1 7425 5411 80701 165,000 Increase in the pay as you go expenditures for Westpark CFD 1 7431 5411 80701 245,659 Increase in the pay as you go expenditures for Westbrook CFD 1 7432 5411 80701 115,000 Increase in the pay as you go expenditures for HP Campus Oaks CFD 1 2,681,233
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
3007 4780 80301 1,489,457
Move budget of $1,324,457 from Account 4790 to 4780 as well as increase revenue for pay as you go reimbursements for Westpark CFD 1 from Fund 7425
3007 4790 80301 (1,324,457) Moving budget from Account 4790 to 4780 3012 4780 80301 422,553
Move budget of $176,894 from Account 4790 to 4780 as well as increase revenue for pay as you go reimbursements for Westbrook CFD 1 from Fund 7431
3012 4790 80301 (176,894) Moving budget from Account 4790 to 4780 3013 4780 80301 243,564
Move budget of $128,564 from Account 4790 to 4780 as well as increase revenue for pay as you go reimbursements for HP Campus Oaks CFD 1 from Fund 7432
3013 4790 80301 (128,564) Moving budget from Account 4790 to 4780 525,659
2,155,574
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
3007 3601 (1,324,457) Decrease available resources in Westpark CFD 1 3012 3601 (176,894) Decrease available resources in Westbrook CFD 1 3013 3601 (128,564) Decrease available resources in HP Campus Oaks CFD 1 7425 3601 (165,000) Decrease available resources in Westpark CFD 1 7431 3601 (245,659) Decrease available resources in Westbrook CFD 1 7432 3601 (115,000) Decrease available resources in HP Campus Oaks CFD 1 (2,155,574)
DESCRIPTION
ACCOUNT STRING DESCRIPTION
ACCOUNT STRING DESCRIPTION
TOTAL
TOTAL
TOTAL
NET ADJUSTMENT
ACCOUNT STRING
Finance Administration Page 3 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
3015 6505 80301 2,687,657 Increase expenditures for disbursement of bond proceeds draw #1 and #2 from Villages at Sierra Vista CFD 1, Series 2022 bonds
3015 5595 80301 75,324 Increase expenditures for Interest portion on pay as you go balance accrued, paid in full with Villages at SV CFD 1, Series 2022 Draw #1 7436 5569 80701 2,759,550 Increase expenditures for bond proceeds passed through to the Villages at Sierra Vista CFD 1 improvement Fund #3015
7436 6601 82001 352,836 Increase expenditures for interest payments on new bond issue for Villages at Sierra Vista CFD 1
7436 6630 80701 245,150 Increase expenditures for costs of issuance for Villages at Sierra Vista CFD 1 bond issue
6,120,517
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
3015 4780 80301 2,759,551 Increase revenue budget for bond proceeds passed through from the Villages at Sierra Vista CFD 1 Special Tax Fund #7436
3015 4453 80301 3,430 Earned BNY interest 7436 4710 80701 3,004,700 Increase revenue budget for bond proceeds for the Villages at Sierra Vista CFD No. 1
5,767,681
352,836
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
7436 3601 (352,836) Decrease available resources in Villages at Sierra Vista CFD 1 (352,836)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 4 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
7401 5552 80701 12 Increase expenditures for City's Admin. fees based on final PBID assessment levy
7401 5558 80701 46 Increase expenditures for County fees based on final PBID assessment levy
7401 5569 80701 541 Increase expenditures for pass-through amount to PBID based on final PBID assessment levy
599
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
7401 4050 80701 599 Increase revenue budget based on final PBID assessment levy 599
-
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
3601
3601
-
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 5 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
7415 5552 80701 (4,247) Decrease expenditures for City's Admin. fee based on final special tax levies of North Roseville CFD 1
7417 5558 80701 29 Increase expenditures for County fee based on final special tax levies of Highland Reserve North CFD 1
7418 5558 80701 2 Increase expenditures for County fee based on final special tax levies of Woodcreek West CFD 1
7424 5558 80701 (1,669) Decrease expenditures for County fee based on final special tax levies of Fiddyment Ranch CFD 1
7424 6620 82001 900 Increase debt service related fee expenditures for prepayment penalty for bond call - Fiddyment Ranch CFD 1
7424 6690 82001 30,000 Increase debt service expenditure for bond call - Fiddyment Ranch CFD 1 25,015
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
7415 4050 80701 (424,735) Decrease special taxes for N Roseville CFD 1 since final levy was less than anticipated
7417 4050 80701 2,918 Increase special taxes for Highland Reserve North CFD 1 since final levy was more than anticipated
7418 4050 80701 175 Increase special taxes for Woodcreek West CFD 1 since final levy was more than anticipated
7424 4050 80701 (166,890) Decrease special taxes for Fiddyment Ranch CFD 1 since final levy was less than anticipated
(588,532)
613,547
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
7415 3601 (420,488) Decrease available resources for N Roseville CFD 1 7417 3601 2,889 Increase available resources for Highland Reserve North CFD 1 7418 3601 173 Increase available resources for Woodcreek West CFD 1 7424 3601 (196,121) Decrease available resources in Fiddyment Ranch CFD 1 (613,547)
ACCOUNT STRING
NET ADJUSTMENT
ACCOUNT STRING
DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
DESCRIPTION
TOTAL
Finance Administration Page 6 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
7428 5558 80701 (78) Decrease expenditures for County fee based on final special tax levies of Diamond Creek CFD 1
7429 5558 80701 (343) Decrease expenditures for County fee based on final special tax levies of The Fountains CFD 1
7431 5558 80701 719
Increase expenditures for County fee based on final special tax levies of Westbrook CFD 1
7432 5558 80701 (1,904) Decrease expenditures for County fee based on final special tax levies of HP Campus Oaks CFD 1
(1,606)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
7428 4050 80701 (7,893) Decrease revenue based on final special tax levy of Diamond Creek CFD 1
7429 4050 80701 (34,230) Decrease revenue based on final special tax levy of The Fountains CFD 1
7431 4050 80701 73,418 Increase revenue based on final special tax levy of Westbrook CFD 1 7432 4050 80701 46,414 Increase revenue based on final special tax levy of HP Campus Oaks CFD 1
77,709
(79,315)
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
7428 3601 (7,815) Decrease available resources-Diamond Creek CFD 1 7429 3601 (33,887) Decrease available resources-The Fountains CFD 1 7431 3601 72,699 Increase available resources-Westbrook CFD 1 7432 3601 48,318 Increase available resources- HP Campus Oaks CFD 1 79,315
ACCOUNT STRING
NET ADJUSTMENT
ACCOUNT STRING
DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
DESCRIPTION
TOTAL
Finance Administration Page 7 of 7
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
7433 5558 80701 (1,904) Decrease expenditures for County fee based on final special tax levies of Fiddyment Ranch CFD 5
7434 5558 80701 (394) Decrease expenditures for County fee based on final special tax levies of Creekview CFD 1
7435 5558 80701 4,881
Increase expenditures for County fee based on final special tax levies of SVSP Westpark-Federico CFD 1
7435 6601 82001 482,809 Increase interest expense budget for SVSP Westpark Federico CFD 1 due to new bond issuance
7436 5558 80701 934 Increase expenditures for County fee based on final special tax levies of Villages at Sierra Vista CFD 1
7438 5558 80701 298 Increase expenditures for County fee based on final special tax levies of The Ranch at Sierra Vista CFD 1
7439 5558 80701 74 Increase expenditures for County fee based on final special tax levies of Baseline at Sierra Vista CFD 1
486,698
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
7433 4050 80701 46,414 Increase revenue based on final special tax levy of Fiddyment Ranch CFD 5
7434 4050 80701 (39,473) Decrease revenue based on final special tax levy of The Creekview CFD 1
7435 4050 80701 488,110 Increase revenue based on final special tax levy of SVSP Westpark- Federico CFD 1
7436 4050 80701 93,318 Increase revenue based on final special tax levy of Villages at Sierra Vista CFD 1
7438 4050 80701 29,853 Increase revenue based on final special tax levy of The Ranch at Sierra Vista CFD 1
7439 4050 80701 7,400
Increase revenue based on final special tax levy of Baseline at Sierra Vista CFD 1
625,622
(138,924)
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
7433 3601 48,318 Increase available resources in Fiddyment Ranch CFD 5 7434 3601 (39,079) Decrease available resources in Creekview CFD 1 7435 3601 420 Increase available resources in SVSP Westpark Federico CFD 1 7436 3601 92,384 Increase available resources in Villages at Sierra Vista CFD 1 7438 3601 29,555 Increase available resources The Ranch at Sierra Vista CFD 1 7439 3601 7,326 Increase available resources-Baseline at Sierra Vista CFD 1 138,924
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
ORDINANCE NO. 6580
ORDINANCE OF THE COUNCIL OF THE CITY OF ROSEVILLE
AUTHORIZING CERTAIN AMENDMENTS TO THE FISCAL YEAR 2022-23
BUDGET AND DECLARING THIS ORDINANCE TO BE IMMEDIATELY
EFFECTIVE AS AN APPROPRIATION MEASURE
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. The City of Roseville Annual Budget, Fiscal Year 2022-23, is hereby amended as listed on the attached budget adjustment to true up district budgets after final expenditure estimates, developed parcel counts and levy credits have been taken into consideration for each district.
SECTION 2. This ordinance is hereby declared to be an appropriation measure, immediately effective pursuant to the provisions of Section 5.03 of the Charter.
SECTION 3. The City Clerk is hereby authorized and directed to post a true copy of the foregoing ordinance in each of three (3) conspicuous locations in the City and she shall immediately after such posting enter in the ordinance book, under the record of the ordinance, a certificate under her hand stating the time and place of such publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville, this _ day of , 2022, by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
REQUEST FOR BUDGET ADJUSTMENT
REQUESTER NAME & TITLE: Jeannine Thrash, Management Analyst FISCAL YEAR: 2022-23 PREPARER NAME & TITLE: Jeannine Thrash, Management Analyst COUNCIL DATE (if applicable): 12/21/22 DEPART
MENT/DIVISION: Finance Administration ORDINANCE:
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
see attached -10 pages
-
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
-
-
FUND BALANCE
BUDGET ($)
Fund Account Center Project Adjustment
-
Justification for Budget Adjustment:
REQUESTING DEPARTMENT HEAD / DESIGNEE DATE BUDGET MANAGER / DESIGNEE DATE
CHIEF FINANCIAL OFFICER / DESIGNEE DATE CITY MANAGER / DESIGNEE DATE
ACCOUNT STRING DESCRIPTION
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
The City's budget is developed and proposed for approval before the final tax levy budget for each community facilities district (CFD) and the Downtown Roseville Property Business Improvement District (PBID) budget is determined. The budget adjustment trues up the budgets after final expenditures and developed parcel count and levy credits have been taken into consideration for each district. These adjustments help align the FY2022-23 budgeted amounts with what was submitted to Placer County for the property tax roll.
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
REQUIRED APPROVALS:
Finance Administration Page 1 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2101 5434 80251 (3,036) Decrease to final levy budget for Repairs and Maintenance - Tree Work for N Roseville CFD 2, Zone A
2101 5564 80251 (15,000) Decrease to final levy budget for Sinking Fund expenditures for N Roseville CFD 2, Zone A
2102 5434 80251 (2,243) Decrease to final levy budget for Repairs and Maintenance - Tree Work for N Roseville CFD 2, Zone B
2102 5558 80251 (590) Decrease since budget was entered higher than the County fee is expected to be
2102 5564 80251 85,000 Increase to final levy budget for Sinking Fund expenditures for N Roseville CFD 2, Zone B
2103 5434 80251 5,155 Increase to final levy budget for Repairs and Maintenance - Tree Work for N Roseville CFD 2, Zone C
2103 5558 80251 (541) Decrease since budget was entered higher than the County fee is expected to be
2103 5564 80251 29,100 Increase to final levy budget for Sinking Fund expenditures for N Roseville CFD 2, Zone C
2118 5434 80251 122 Increase to final levy budget for Repairs and Maintenance - Tree Work for N Roseville CFD 2, Zone E
2118 5453 80251 3,881 Increase in Utility budget for N Roseville CFD 2, Zone E 2118 5564 80251 900 Increase to final levy budget for Sinking Fund expenditures for N Roseville CFD 2, Zone E
102,748
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2102 4050 80251 (59,120) Decrease revenue based on final special tax levy of N Roseville CFD 2, Zone B
2103 4050 80251 (54,119) Decrease revenue based on final special tax levy of N Roseville CFD 2, Zone C
(113,239)
215,987
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2101 3601 18,036 Increase available resources for Fund 2101-N Roseville CFD 2 Zone A 2102 3601 (141,287) Decrease available resources for Fund 2101-N Roseville CFD 2 Zone B 2103 3601 (87,833) Decrease available resources for Fund 2101-N Roseville CFD 2 Zone C 2118 3601 (4,903) Decrease available resources for Fund 2101-N Roseville CFD 2 Zone E (215,987)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 2 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2104 5423 80251 2,185 Increase in Repairs and Maintenance - Landscape budget for Stoneridge CFD 1
2104 5558 80251 (2,479) Decrease expenditures for County fee based on final special tax levies of Stoneridge CFD 1
2104 5560 80251 (11,366) Decrease in CFD Admin Fees - Parks for Stoneridge CFD 1 2104 5564 80251 20,000 Increase to final levy budget for Sinking Fund expenditures for Stoneridge CFD 1, Services District
2105 5423 80251 190 Increase in Repairs and Maintenance - Landscape budget for Stoneridge Parcel 1 CFD 1
2105 5558 80251 (67) Decrease expenditures for County fee based on final special tax levies of Stoneridge Parcel 1 CFD 1
2105 5560 80251 (550) Decrease in CFD LLD Admin Fees - Parks for Stoneridge Parcel 1 CFD 1 7,913
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2104 4050 80251 (247,966) Decrease revenue based on final special tax levy of Stoneridge CFD 1 2105 4050 80251 (6,700) Decrease revenue based on final special tax levy of Stoneridge Parcel 1 CFD 1
(254,666)
262,579
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2104 3601 (256,306) Decrease available resources for Fund 2104-Stoneridge CFD 1, Services District
2105 3601 (6,273) Decrease available resources for Fund 2105-Stoneridge Parcel 1 CFD 2, Services District
(262,579)
ACCOUNT STRING
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 3 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2106 5423 80251 1,615 Increase in Repairs and Maintenance - Landscape budget Woodcreek West CFD 2
2106 5558 80251 (314) Decrease expenditures for County fee based on final special tax levies of Woodcreek West CFD 2
2106 5560 80251 (3,527) Decrease in CFD Admin Fees - Parks for Woodcreek West CFD 2 2107 5423 80251 2,185 Increase in Repairs and Maintenance - Landscape budget fo Highland Reserve North CFD 2
2107 5558 80251 (4,159) Decrease expenditures for County fee based on final special tax levies of Highland Reserve North CFD 2
2107 5560 80251 (5,343) Decrease in CFD Admin Fees - Parks for Highland Reserve North CFD 2 (9,543)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2106 4050 80251 (31,397) Decrease revenue based on final special tax levy of Woodcreek West CFD 2
2107 4050 80251 (415,945) Decrease revenue based on final special tax levy of Highland Reserve North CFD 2
(447,342)
437,799
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2106 3601 (29,171) Decrease in available resources for Fund 2106-Woodcreek West CFD 2 2107 3601 (408,628) Decrease in available resources for Fund 2107-Highland Reserve N. CFD 2 (437,799)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 4 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2108 5550 80251 (1,249) Decrease in Consulting Fees for Crocker Ranch CFD 2 2108 5558 80251 (1,581) Decrease expenditures for County fee based on final special tax levies of Crocker Ranch CFD 2
2108 5560 80251 (311) Decrease in CFD Admin Fees - Parks budget for Crocker Ranch CFD 2 2109 5423 80251 475 Increase in Repairs and Maintenance - Landscape budget for Woodcreek East CFD 2
2109 5558 80251 (955) Decrease expenditures for County fee based on final special tax levies of Woodcreek East CFD 2
2109 5560 80251 (2,371) Decrease in CFD Admin Fees - Parks budget for Woodcreek East CFD 2 (5,992)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2108 4050 80251 (158,170) Decrease revenue based on final special tax levy of Crocker Ranch CFD 2 2109 4050 80251 (95,454) Decrease revenue based on final special tax levy of Woodcreek East CFD 2
(253,624)
247,632
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2108 3601 (155,029) Decrease in available resources for Fund 2108-Crocker Ranch CFD 2 2109 3601 (92,603) Decrease in available resources for Fund 2109- Woodcreek East CFD 2 (247,632)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 5 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2110 5453 80251 500 Increase in Utility budget for Stone Point CFD 2 2110 5558 80251 (526) Decrease expenditures for County fee based on final special tax levies of Stone Point CFD 2
2110 5560 80251 (1,389) Decrease in CFD Admin Fees - Parks for Stone Point CFD 2 2111 5314 80251 (33,770) Decrease in Contract Services - Parks budget for Fiddyment Ranch CFD 2 2111 5423 80251 50,000 Increase in Repairs and Maintenance - Landscape budget for Fiddyment Ranch CFD 2, Services District
2111 5453 80251 11,025 Increase in Utility budget for Fiddyment Ranch 2 2111 5510 80251 (997) Decrease in Automotive - vehicle usage budget for Fiddyment Ranch CFD 2
2111 5512 80251 (1,492) Decrease in Automotive - replacement budget for Fiddyment Ranch CFD 2 2111 5558 80251 (4,384) Decrease expenditures for County fee based on final special tax levies of Fiddyment Ranch CFD 2
2111 5560 80251 (17,880) Decrease in CFD Admin Fees - Parks budget for Fiddyment Ranch CFD 2 2111 5564 80251 6,423 Increase to final levy budget for Sinking Fund expenditures for Fiddyment Ranch CFD 2
7,510
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2110 4050 80251 (52,643) Decrease revenue based on final special tax levy of Stone Point CFD 2 2111 4050 80251 (439,101) Decrease revenue based on final special tax levy of Fiddyment Ranch CFD 2
(491,744)
499,254
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2110 3601 (51,228) Decrease in available resources for Fund 2110-Stone Point CFD 2 2111 3601 (448,026) Decrease in available resources for Fund 2111-Fiddyment Ranch CFD 2 (499,254) TOTAL
ACCOUNT STRING
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 6 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2112 5558 80251 2,426 Increase expenditures for County fee based on final special tax levies of CFD 3, Municipal Services
2113 5314 80251 (10,176) Decrease in Contract Services - Parks budget for Westpark CFD 2 2113 5423 80251 665 Increase in Repairs and Maintenance - Landscape budget for Westpark CFD 2
2113 5453 80251 5,250 Increase since Utility budget is higher than originally anticipated for Westpark CFD 2
2113 5510 80251 3,530 Increase in Automotive - vehicle usage budget for Westpark CFD 2 2113 5512 80251 3,503 Increase in Automotive - replacement budget for Westpark CFD 2 2113 5558 80251 (5,248) Decrease expenditures for County fee based on final special tax levies of Westpark CFD 2
2113 5560 80251 (21,234) Decrease in CFD LLD Admin Fees - Parks budget for Westpark CFD 2 (21,284)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2112 4050 80251 242,860 Increase revenue based on final special tax levy of CFD 3, Municipal Services
2113 4050 80251 (524,895) Decrease revenue based on final special tax levy of Westpark CFD 2 (282,035)
260,751
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2112 3601 240,434 Increase in available resources for Fund 2112- CFD 3, Municipal Services
2113 3601 (501,185) Decrease in available resources for Fund 2113-Westpark CFD 2 (260,751) TOTAL
ACCOUNT STRING
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 7 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2114 5558 80251 (648) Decrease expenditures for County fee based on final special tax levies of Longmeadow CFD 2
2115 5423 80251 95 Increase in Repairs and Maintenance - Landscape budget Infill CFD 4 2115 5434 80251 (615) Decrease to final levy budget for Repairs and Maintenance - Tree Work for Infill CFD 4
2115 5558 80251 (556) Decrease expenditures for County fee based on final special tax levies of Infill CFD 4
2115 5560 80251 (2,412) Decrease in CFD LLD Admin Fees - Parks budget for Infill CFD 4 2115 5564 80251 915 Increase to final levy budget for Sinking Fund expenditures for Infill CFD 4 2116 5558 80251 (324) Decrease expenditures for County fee based on final special tax levies of Infill CFD 4-Annex 4
(3,545)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2114 4050 80251 (64,785) Decrease revenue based on final special tax levy of Longmeadow CFD 2 2115 4050 80251 (55,641) Decrease revenue based on final special tax levy of Infill CFD 4 2116 4050 80251 (32,452) Decrease revenue based on final special tax levy of Infill CFD 4-Annex 4 (152,878)
149,333
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2114 3601 (64,137) Decrease in available resources for Fund 2114-Longmeadow CFD 2 2115 3601 (53,068) Decrease in available resources for Fund 2115-Infill CFD 4 2116 3601 (32,128) Decrease in available resources for Fund 2116-Infill CFD 4, Annex 4 (149,333)
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 8 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2117 5558 80251 (382) Decrease expenditures for County fee based on final special tax levies of Stone Point CFD 4
2118 5434 80251 122 Increase to final levy budget for Repairs and Maintenance - Tree Work for N. Roseville CFD 2, Zone E Services District
2118 5453 80251 3,881 Increase in Utility budget for N. Roseville CFD 2, Zone E 2118 5564 80251 900 Increase to final levy budget for Sinking Fund expenditures for N.
Roseville CFD 2, Zone E
2119 5312 80251 3,868 Increase in Contract Services - Landscapes budget for Westbrook CFD 2 2119 5314 80251 (46,920) Decrease in Contract Services - Parks for Westbrook CFD 2 2119 5423 80251 3,595 Increase in Repairs and Maintenance - Landscape budget for Westbrook CFD 2
2119 5453 80251 7,350 Increase in Utility budget for Westbrook CFD 2 2119 5558 80251 (557) Decrease expenditures for County fee based on final special tax levies of Westbrook CFD 2
2119 5560 80251 (6,108) Decrease in CFD LLD Admin Fees - Parks budget for Westbrook CFD 2 (34,251)
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2117 4050 80251 (38,188) Decrease revenue based on final special tax levy of Stone Point CFD 4 2119 4050 80251 (55,895) Decrease revenue based on final special tax levy of Westbrook CFD 2 (94,083)
59,832
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2117 3601 (37,806) Decrease in available resources for Fund 2117-Stone Point CFD 4 2118 3601 (4,903) Decrease in available resources for Fund 2118-N Roseville CFD 2, Zone E
2119 3601 (17,123) Decrease in available resources for Fund 2119-Westbrook CFD 2 (59,832)
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 9 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
2120 5314 80251 (30,604) Decrease in Contract Services - Parks budget for HP Campus Oaks CFD 2 2120 5453 80251 29,725 Increase in Utility budget for HP Campus Oaks CFD 2 2120 5558 80251 (826) Decrease expenditures for County fee based on final special tax levies of HP Campus Oaks CFD 2
2120 5560 80251 (1,756) Decrease in CFD Admin Fees - Parks budget for HP Campus Oaks CFD 2 2121 5312 80251 30,615 Increase in Contract Services - Landscapes budget for Creekview CFD 2 2121 5453 80251 11,000 Increase in Utility budget for Creekview CFD 2 2121 5558 80251 378 Increase expenditures for County fee based on final special tax levies of Creekview CFD 2
2122 5312 80251 60,000 Increase in Contract Services - Landscapes budget for Sierra Vista CFD 2 2122 5314 80251 (22,415) Decrease in Contract Services - Parks budget for Sierra Vista CFD 2 2122 5453 80251 3,675 Increase in Utility budget for Sierra Vista CFD 2 2122 5558 80251 1,209 Increase expenditures for County fee based on final special tax levies of Sierra Vista CFD 2
2122 5560 80251 (1,910) Decrease in CFD Admin Fees - Parks for Sierra Vista CFD 2 79,091
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
2120 4050 80251 (82,683) Decrease revenue based on final special tax levy of HP Campus Oaks CFD 2
2121 4050 80251 39,033 Increase revenue based on final special tax levy of Creekview CFD 2 2122 4050 80251 120,889 Increase revenue based on final special tax levy of Sierra Vista CFD 2 77,239
1,852
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
2120 3601 (79,222) Decrease in available resources for Fund 2120-HP Campus Oaks CFD 2 2121 3601 (2,960) Decrease in available resources for Fund 2121-Creekview CFD 2 2122 3601 80,330 Increase in available resources for Fund 2122-Sierra Vista CFD 2 (1,852)
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
Finance Administration Page 10 of 10
Request for Budget Adjustment
COUNCIL DATE (if applicable): 12/21/22
EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
1001 6801 10001 7,221 Increase transfer from GF to Transit Fund vs. BID entry-Underestimated amount. Transfer into Transit (Fund 6511)
2107 6801 10001 17,355 Increase in Stormwater Fund 1130 contribution from Highland Reserve North CFD 2 (Fund 2117)
2111 6801 10001 65,216 Increase in Stormwater Fund 1130 contribution from Fiddyment Ranch CFD 2 (Fund 2111)
2112 6801 10001 241,933 Increase transfer out of CFD 3, Municipal Services levy vs. BID entry (more permits pulled than anticipated)-transfer into General Fund 2113 6801 10001 36,676 Increase in Stormwater Fund 1130 contribution from Westpark CFD 2 (Fund 2113)
2115 6801 10001 12,968
Increase in Stormwater Fund 1130 contribution from Infill CFD 4 (Fund 2115) of $6,6665; Increase in $6,303 for maintenance to Bike Trails fund from CFD 4 (Fund 2115)
2119 6801 10001 16,706 Increase in Stormwater Fund 1130 contribution from Westbrook CFD 2 (Fund 2119)
2120 6801 10001 4,597 Increase in Stormwater Fund 1130 contribution from HP Campus Oaks CFD 2 (Fund 2120)
2121 6801 10001 3,028 Increase in Stormwater Fund 1130 contribution from Creekview CFD 2 (Fund 2121)
2122 6801 10001 12,540
Increase in Stormwater Fund 1130 contribution from Sierra Vista 2 (Fund 2122)- $12,128 for Stormwater Management; $412 for Leaf pick up & street sweeping
418,240
REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
1001 4801 10001 241,933 Increase transfer into General Fund from CFD 3-levy vs. BID entry (more permits than anticipated)
1130 4801 10001 162,783
Increase in Stormwater Fund transfer in: $17,355 from 2107; $65,216 from 2111; $36,676 from 2113; $6,665 from 2115; $16,706 from 2119; $4,597 from 2120; $3,028 from 2121; $12,540 from 2122
3380 4801 10001 6,303 Increase in Bike Trail Fund transfer in: $6,303 from Fund 2115 6511 4801 10001 7,221 Increase the transfer into transit fund from General Fund (1001) 418,240
-
AVAILABLE RESOURCES
BUDGET ($)
Fund Account Center Project Adjustment
1001 3601 234,712 Increase in available resources for Fund 1001 2107 3601 (17,355) Decrease in available resources for Fund 2107-Highland Reserve N. CFD 2 2111 3601 (65,216) Decrease in available resources for Fund 2111-Fiddyment Ranch CFD 2 2112 3601 (241,933) Decrease in available resources for Fund 2112-CFD 3, Municipal Services-being transferred to GF
2113 3601 (36,676) Decrease in available resources for Fund 2113-Westpark CFD 2 2115 3601 (12,968) Decrease in available resources for Fund 2115-Infill CFD 4 2119 3601 (16,706) Decrease in available resources for Fund 2119-Westbrook CFD 2 2120 3601 (4,597) Decrease in available resources for Fund 2120-HP Campus Oaks CFD 2 2121 3601 (3,028) Decrease in available resources for Fund 2121-Creekview CFD 2 2122 3601 (12,540) Decrease in available resources for Fund 2122-Sierra Vista CFD 2 1130 3601 162,783 Increase in available resources for Fund 1130-Stormwater 3380 3601 6,303 Increase in available resources for Fund 3380-Bike Trail 6511 36010 7,221 Increase in available resources for Fund 6511-Transit Fund -
ACCOUNT STRING DESCRIPTION
TOTAL
ACCOUNT STRING DESCRIPTION
TOTAL
NET ADJUSTMENT
ACCOUNT STRING DESCRIPTION
TOTAL
COUNCIL COMMUNICATION
CC #:
2471
File #:
0501
Title:
2022 Building Standards Code Adoption
Contact:
Jason Rizzi 916-774-5802 [email protected]
Jim Mangino 916-774-5390 [email protected]
Meeting Date: 12/21/2022
Item #: 7.12.
RECOMMENDATION TO COUNCIL
Staff requests Council adopt an urgency ordinance amending Title 16 of the Roseville Municipal Code, which prescribes regulations governing building standards and conditions hazardous to life and property, and declaring the ordinance to be effective December 21, 2022 as an urgency ordinance. Staff further recommends that the City Council repeal Ordinance Nos. 6571 and 6572, adopted on December 7, 2022.
BACKGROUND
On December 7, 2022, the City Council adopted Ordinance No. 6571 and Ordinance 6572. The purpose of both ordinances was to amend Title 16 of the Roseville Municipal Code to adopt the 2022 California Building Standards Code and 2022 Fire Code. Ordinance No. 6571 and 6572 made identical changes to Title 16 of the Roseville Municipal Code, and the reason both ordinances were adopted was to ensure that certain local amendments were adopted before January 1, 2023, when the updated California Building Standards Code and Fire Code become the default rules for building matters if local amendments are not otherwise adopted.
As a condition to implementing any local amendments to the California Building Standards Code and Fire Code, the City is required to include all such amendments in its ordinance and to submit such ordinance with the local amendments to the California Building Standards Commission for review and approval. The Commission requires that the ordinance and local amendments be submitted in a particular format. To ensure that the ordinance incorporating the 2022 California Building Standards Code and California Fire Code and the City’s local amendments thereto are adopted prior to January 1, 2023, and to ensure the City’s ordinance is consistent with the Commission’s formatting requirements, it is recommended that the City Council adopt an urgency ordinance clearly delineating all local amendments to be adopted in the Roseville Municipal Code.
Such urgency ordinance will be effective immediately. It is also recommended that the City Council repeal Ordinance Nos. 6571 and 6572, as they are no longer necessary.
FISCAL IMPACT
The fiscal impact on the City includes new code resources and staff training on the updated Building Code Standards. These costs have been accounted for within the current budgets of both the Fire Department and the Development Services Department.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. Adoption of the Building Standards Code meets the above criteria and is not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal C - Maintain a safe and healthy community
Respectfully Submitted,
Jason Rizzi, Assistant Fire Chief
Rick Bartee, Fire Chief
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Ordinance 6594
ORDINANCE NO. 6594
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ROSEVILLE REPEALING ORDINANCE NOS. 6571 AND 6572, AND RE-ADOPTING AND AMENDING CHAPTERS
16.04 AND 16.16 OF TITLE 16 OF THE ROSEVILLE MUNICIPAL CODE REGARDING
BUILDINGS AND CONSTRUCTION, AND DECLARING THIS ORDINANCE TO BE EFFECTIVE DECEMBER 21, 2022 AS AN URGENCY ORDINANCE
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. Ordinance No. 6571 and Ordinance No. 6572 are repealed in their entirety.
SECTION 2. Chapter 16.04 of Title 16 of the Roseville Municipal Code is hereby re- adopted in part, and amended in part, to read as follows:
16.04.100 California Building Standards Code—Adopted.
A. The 2022 California Building Standards Code is hereby adopted by the City of Roseville and incorporated by reference into the City of Roseville Municipal Code, as amended by this chapter. The 2022 California Building Standards Code includes, but is not limited to, the following:
1. 2022 California Building Code-Volumes 1 and 2 of the California Code of Regulations Title 24 Part 2.
2. 2022 California Residential Code of the California Code of Regulations Title 24 Part 2.5.
3. Appendix AH, Patio Covers of the 2022 California Residential Code of the California Code of Regulations Title 24 Part 2.5.
4. 2022 California Electrical Code of the California Code of Regulations Title 24 Part
3. Part 4.
5. 2022 California Mechanical Code of the California Code of Regulations Title 24
6. 2022 California Plumbing Code of the California Code of Regulations Title 24 Part 5, including appendix A and M of the 2022 California Plumbing Code.
7. 2022 California Energy Code of the California Code of Regulations Title 24 Part 6.
8. 2022 California Historical Building Code of the California Code of Regulations Title 24 Part 8.
9. 2022 California Existing Building Code of the California Code of Regulations Title 24 Part 10.
2 10. 2022 California Green Building Standards Code of the California Code of Regulations Title 24 Part 11.
B. There is at least one copy of said code on file in the office of the building official for use and examination by the public.
16.04.105 Housing Law regulations—Adopted.
The city hereby adopts and enforces the California State Housing Law, California Code of Regulations, Title 25, Division 1, Subchapter 1, current provisions. There is one copy of said regulations on file in the office of the building official for use and examination by the public.
16.04.110 Board of appeals.
Appeals of orders, decisions, or determinations made by the building official relative to the application and interpretation of this code shall be referred to the board of appeals.
16.04.120 Fees.
Requests for permits under this chapter shall be subject to payment of fees by the permit applicant as established by resolution adopted by the city council, as amended from time to time.
16.04.310 Findings and modifications.
A. The city council of the City of Roseville finds and declares that the additions, modifications, and changes made to these codes are necessary for the protection of the public health, safety, and welfare due to climatic, geological, or topographical conditions. These amendments are authorized under Health and Safety Code Section 17958 and are identified as follows:
1. Climatic. Average yearly rainfall for the city is approximately 18 inches; with the majority occurring between October and April. During the summer months, there is generally no measurable precipitation and temperatures for this dry period range from 70 to 112 degrees Fahrenheit. Pools are common as a result of the high summer temperatures. High summer month temperatures are frequently accompanied by light to gusty westerly and northerly winds. The relative humidity during the summer months averages from two to 30 millimeters of mercury (Hg), which is considered arid. The city is surrounded by thousands of acres of grasslands which, during the summer months are dried to the point at which they are exceedingly combustible and easily ignited.
2. Topographical. The city is segmented by several topographical and physical features, including minor rivers, steep canyons, natural parkways, open space, freeways, railroad tracks, drainage canals, and sprawling industrial facilities. Heavy traffic congestion on city streets acts as a barrier for fire and emergency vehicles providing timely response. Preservation of wetland areas, natural parkways, riparian corridors, vernal pools, open space, and endangered species’ habitats have all contributed to access problems while also resulting in exemptions from vegetation reduction programs. These situations, though environmentally important, increase the demands on the fire department due to extreme fire hazards created by increased fuel loading and 3 access limitations. These conditions also result in natural aquifers that the city uses for water, resulting in differing water sources.
3. Geological. The city is located within a Seismic Design Category D area and is subject to ground tremors. Flooding has occurred in the portions of the city that lie adjacent to Roseville’s numerous creeks and streams.
B. The building official is authorized to render interpretations of this code and make and enforce rules and supplemental regulations in order to carry out its application. The building official maybe guided by future supplements to the California Building Code. Such interpretations, rules and regulations and supplements shall conform with the intent and purpose of the California Building Code and shall be available to the public during normal business hours.
C. When there are practical difficulties involved in carrying out the provisions of this code, the building official may grant modifications for individual cases. The building official shall first find that a special individual reason makes the strict letter of this code impractical and that the modification is in conformance with the intent and purpose of this code and that such modification does not lessen any fire-protection requirements or any degree of structural integrity. The details of any action granting modifications shall be recorded and entered in the files of the City of Roseville.
16.04.410 Maximum number of disconnects.
Section 230-71 of the California Electric Code is hereby amended in its entirety to read as follows:
(a) General. The service disconnecting means for each service permitted by Section 230-2, or for each set of service-entrance conductors permitted by Section 230-40, Exception No. 1, shall consist of not more than one switch or one circuit breaker mounted in a single enclosure, in a group of separate enclosures, or in or on a switchboard. There shall be no more than one disconnect per service grouped in any one location.
Exception No. 1: For the purpose of this section, disconnecting means installed as part of listed equipment and used solely for the following shall not be considered a service disconnecting means:
(1) Power monitoring Equipment
(2) Surge-protective device(s)
(3) Control circuit of the ground-fault protection system
(4) Power-operable service disconnecting means
Exception No. 2: For an apartment complex with not more than four units total, each unit may have a separate disconnect.
4 (b) [reserved]
Informational Note: See Section 408.36 for service equipment in certain panel-boards, and see Section 430-95 for service equipment in motor control centers
16.04.870 Swimming pool and spa enclosures.
Section 3109.2 of the California Building Code is amended to add the following language at the end of Section 3109.2
Notwithstanding the foregoing, with regard to Health and Safety Code section 115922 requiring at least two of seven drowning prevention safety features, at least one of the two drowning prevention safety features required must be an enclosure that meets the requirements of Section 115923 and isolates the swimming pool or spa from any private single-family home. The intent of this section is to ensure that when a building permit is issued for the construction of a new swimming pool or spa or the remodeling of an existing swimming pool or spa at a private single- family home, the respective swimming pool or spa shall have an enclosure that meets the requirements of Section 115923 and isolates the swimming pool or spa from any private single• family home.
SECTION 3. Chapter 16.16 of Title 16 of the Roseville Municipal Code is hereby re- adopted in part, and amended in part, to read as follows:
16.16.010 Short title.
This chapter may be referred to as the “Roseville Fire Code.”
16.16.020 California Fire Code and International Fire Code—Adopted by reference.
The 2022 California Fire Code Title 24, Part 9 of the California Code of Regulations, together with Appendices B, BB, C, CC, D, as well as the 2021 International Fire Code, save and except such portions as are hereunder deleted, modified, or amended, are hereby adopted by reference.
16.16.30 Findings.
The city council of the City of Roseville finds and declares that the additions, modifications, and changes made to these codes are necessary for the protection of the public health, safety, and welfare due to climatic, geological, or topographical conditions. These amendments are authorized under Health and Safety Code Section 17958 and are identified as follows:
A. Climatic. Average yearly rainfall for the city is approximately 18 inches; with the majority occurring between October and April. During the summer months, there is generally no measurable precipitation and temperatures for this dry period range from 70 to 112 degrees Fahrenheit. High summer month temperatures are frequently accompanied by light to gusty 5 westerly and northerly winds. The relative humidity during the summer months averages from two to 30 millimeters of mercury (Hg), which is considered arid. The city is surrounded by thousands of acres of grasslands which, during the summer months are dried to the point at which they are exceedingly combustible and easily ignited.
B. Topographical. The city is segmented by several topographical and physical features, including minor rivers, steep canyons, natural parkways, open space, freeways, railroad tracks, drainage canals, and sprawling industrial facilities. Heavy traffic congestion on city streets acts as a barrier for fire and emergency vehicles providing timely response. Preservation of wetland areas, natural parkways, riparian corridors, vernal pools, open space, and endangered species’ habitats have all contributed to access problems while also resulting in exemptions from vegetation reduction programs. These situations, though environmentally important, increase the demands on the fire department due to extreme fire hazards created by increased fuel loading and access limitations.
C. Geological. The city is located within a seismic design category D area and is subject to ground tremors. Flooding has occurred in the portions of the city that lie adjacent to Roseville’s numerous creeks and streams.
16.16.40 Permits and fees.
A. Chapter 1, Section 107 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
107 Fees. Each person who applies for, requests, or receives a permit, permit amendment, or service furnished by the fire department shall, at such time, pay the applicable fee or fees provided for by resolution of the city council.
B. Minimum Fee Remittance. Prior to providing service, except for emergency services, a minimum fee remittance is required based on the approved fee established for said service(s). The minimum amount for an estimated fee calculation is required at the time of request for service. Adjustments to the estimated fee may be made depending upon work required.
C. Modification of Fees. The fire chief shall have the authority to waive or modify any fee imposed due to services provided by the fire department as stated herein and established by resolution of the city council for good cause providing such waiver or modification request is submitted in writing, stating the reason such waiver or modification is necessary, prior to the payment of the fee.
16.16.050 Appeals.
Chapter 1, Section 111.1 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
111.1 Appeals. Any person aggrieved by any decision or action of the Chief or designated representative may appeal the decision or action subject to the provisions of Section 16.04.110 of the Municipal Code referring to the Board of Appeals. The Board of Appeals designated therein shall also serve as the Board of Appeals under the California 6 Fire Code. The fire chief or his or her designee shall serve as ex-officio member of the Board of Appeals in all appeals under the California Fire Code.
16.16.060 Violations.
Chapter 1, Section 112.4 of the California Fire Code is hereby amended to read as follows:
112.4 Violation penalties. Persons who shall violate a provision of this code or shall fail to comply with any of the requirements thereof or who shall erect, install, alter, repair or do work in violation of the approved construction documents or directive of the fire code official, or of a permit or certificate used under provisions of this code, shall be charged with either an infraction or a misdemeanor at the discretion of the city attorney.
16.16.070 Open burning, recreational fires, and portable outdoor fireplaces.
Chapter 3, Section 307.1.1 of the California Fire Code is hereby amended to read as follows:
307.1.1 Prohibited open burning. Open burning shall be prohibited within the city.
Exception: When authorized by the fire chief in accordance with the California Fire Code.
16.16.080 General storage.
Mobile Storage Racks. Mobile storage racks shall have a minimum six-inch fixed separation every four feet of storage.
16.16.090 Fire apparatus access roads.
Chapter 5, Section 503.2.3 of the California Fire Code is hereby amended to read as follows:
503.2.3 Surface. Fire apparatus access roads shall be designed and maintained to support the imposed loads of fire apparatus and shall be surfaced with an AC pavement or equivalent surface so as to provide all-weather driving capabilities.
16.16.100 Premises identification.
A. Multiple Tenant Buildings. Multiple tenant buildings shall contain the following features:
1. Multiple tenant spaces serviced by vehicular access to the rear through any driveway, alleyway, or parking lot shall have numbers or addresses placed prior to occupancy on 7 all new and existing buildings as to be plainly visible and legible from the rear access way when deemed necessary by the fire chief.
2. Multiple tenant spaces serviced by rear access through a corridor, exit passageway, exit court, or exit yard shall have approved numbers or addresses displayed on the rear of the tenant space, when deemed necessary by the fire chief.
3. Multiple tenant spaces that front on interior walkways or pedestrian malls shall have approved numbers or addresses placed near the entrance door in all new and existing buildings.
4. Illuminated directory boards shall be provided at vehicular access entrances to multiple building complexes as deemed necessary by the fire chief.
B. Illumination. Addressing shall be illuminated at night in all new buildings. Address signs shall be internally or externally illuminated. When the luminance provided for the face of an address sign is from an external source, it shall have an intensity sufficient so as to be visible at night from the adjoining access roadway. Internally illuminated address signs shall be provided with equivalent luminance.
16.16.110 Fire protection systems.
A. Fire Control Room. An approved fire control room shall be provided for all buildings protected by an automatic fire extinguishing system. Fire control rooms shall meet the following requirements:
1. Fire control rooms shall contain only fire system control valves, fire alarm control panels and other related fire system equipment.
2. The location of the fire control room shall be approved by the fire code official.
3. Fire control rooms shall have minimum dimensions of five feet by seven feet.
4. Fire control rooms shall be constructed with a one-hour fire rating.
5. Fire control rooms shall be provided with an exterior access door approved by the fire code official.
6. Durable signage shall be provided on the exterior side of the access door.
7. Storage of materials in fire control rooms is prohibited.
B. New Buildings. An approved automatic sprinkler system shall be provided in every new building where the total fire area is 3,600 square feet or greater.
C. Passive Purge Sprinkler System. One- and two-family dwellings designed and installed with a sprinkler system in accordance with NFPA 13D shall utilize passage purge on a remote domestic plumbing fixture.
8 D. Building Additions. An approved automatic sprinkler system shall be provided in every existing building, except one- and two-family dwellings, when an addition to the floor area is made increasing the size of the building to 3,600 square feet or greater.
E. Design Criteria. Minimum sprinkler systems design requirements are as follows unless otherwise approved by the fire code official:
1. Office buildings shall be designed to Ordinary Hazard Group 1.
2. Mercantile and Storage Occupancies with a ceiling height of up to 20 feet shall be designed to Ordinary Hazard Group 2; with a minimum design area of 3,000 square feet.
3. Mercantile and Storage Occupancies with a ceiling height exceeding 20 feet shall be designed with a minimum sprinkler density of 0.495; with a minimum design area of 2,000 square feet.
F. Upright Sprinklers. Upright sprinklers shall be installed in all construction types.
Exceptions:
1. The following construction types: Type IA, IB, IIA.
2. In all construction types where the roof-system is exposed and contains no ceiling structure or concealed spaces.
3. Sprinkler systems designed in accordance with NFPA 13D.
4. Sprinkler systems designed in accordance with NFPA 13R.
G. Chapter 9, Section 903.4.2 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
903.4.2 Alarms. One exterior approved audible alarm and visual strobe device, located on the exterior of the building in an approved location, shall be connected to each automatic sprinkler system. Such sprinkler water-flow alarm devices shall be activated by water flow equivalent to the flow of a single sprinkler of the smallest orifice size installed in the system. Where a fire alarm system is installed, actuation of the automatic sprinkler system shall actuate the building fire alarm system. Visible alarm notification appliances shall not be required except when required by Section 907. A single approved audible alarm and visual strobe device shall be provided in the interior of the building in a normally occupied location within each space, unless otherwise required by the California Fire Code.
H. Chapter 9, Section 907.6.6 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
907.6.6 Monitoring. Fire alarm systems required by this chapter or by the California Building Code shall be monitored by a Central Station Service (UUFX) that is listed in the current edition of the UL Online Certifications Directory unless otherwise required by the California Fire Code.
Exceptions: Monitoring by a supervised station is not required for:
9 1. Single and multi-station smoke alarms required by Section 907.2.11.
2. Smoke detectors in Group I-3 occupancies shall be monitored in accordance with Section 907.2.6.3.
3. Automatic sprinkler systems in one- and two-family dwellings.
I. Combination Alarm Systems. Combination fire and burglar alarm systems are not permitted. Exception: Group R-3 and R-3.1.
J. Fire-Extinguishing Equipment. Automatic fire-extinguishing systems for the protection of grease removal devices, hoods, duct systems and cooking equipment shall be monitored in accordance with 907.6.6.
K. Fire Alarm Control Panel. Buildings requiring a fire alarm system shall be equipped with a single fire alarm control panel unless approved by the Fire Code Official.
16.16.120 (Reserved.)
16.16.130 Fire safety during construction and demolition.
A. Chapter 33, Section 3311.1 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
3311.1 Required access. Approved vehicle access for firefighting shall be provided to all construction or demolition sites. Vehicle access shall be provided to within 100 feet (30,480 mm) of temporary or permanent fire department connections. Vehicle access shall be provided with an AC pavement or equivalent surface capable of supporting vehicle loading so as to provide all weather driving capabilities. Said fire access road shall be constructed prior to the presence of on site combustible products and shall be maintained throughout the construction process.
B. Premises Identification. Buildings under construction shall have approved address numbers, building numbers or approved building identification placed at the entry point of each fire access road.
16.16.140 Regulations for fireworks.
A. Chapter 56, Section 5608 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
5608.1 General. Outdoor fireworks displays, use of pyrotechnics before a proximate audience and pyrotechnic special effects in theatrical and group entertainment productions shall comply with California Code of Regulations, Title 19, Division 1, Chapter 6-Fireworks, and this chapter.
B. Prohibited Fireworks. Except as otherwise provided in this chapter, no person shall possess, manufacture, sell, use, display or explode any dangerous fireworks including, but not limited to, any rocket, firecracker, roman candle, squib, torpedo, wire core sparkler, wooden core sparkler, black cartridge, aerial shell or other combustible device or explosive substance or any 10 kind of fireworks, by whatsoever name known, or any altered safe and sane fireworks within the city.
C. Public Displays. Public displays of fireworks may be given under permit issued by the fire code official consistent with state law where such displays will take place under the direction and supervision of a state of California licensed pyrotechnic operator.
D. Public Notice. Applicants for a fireworks public display permit shall provide notice to the surrounding community prior to the public display in accordance with standards approved by the fire code official.
E. Safe and Sane Fireworks. It shall not be unlawful to possess, use, display or discharge, within the city, those fireworks that are defined and classified as safe and sane fireworks authorized and labeled by the California State Fire Marshal during the period from noon on the 28th of June through midnight on the 4th of July of the same calendar year. Any person in violation of this section with amounts up to but not exceeding 25 pounds shall be cited for an infraction.
F. Sale of Safe and Sane Fireworks. The sale of safe and sane fireworks authorized and labeled by the California State Fire Marshal, within the city, shall be permitted only between noon and 10:00 p.m. on the 28th of June of each year and 9:00 a.m. through 10:00 p.m. on June 29th through the 4th of July of the same calendar year.
Exception: No person shall sell or offer to sell or expose for sale any safe and sane fireworks to any person under the age of 18 years.
G. Permits. It is unlawful for any person, firm, or corporation to sell safe and sane fireworks within the City without having first applied for and received a city permit therefore, in addition to the required state license.
H. Permit Requirements. The following are requirements for an application for a permit to sell safe and sane fireworks in the city:
1. No permit to sell safe and sane fireworks shall be issued to any person or business entity except nonprofit organizations.
a. “Nonprofit organization” means: (i) any nonprofit association, charity or corporation organized pursuant to the Internal Revenue Code or California Revenue and Taxation Code; or (ii) a group which is an integral part of a recognized national organization having such tax- exempt status; or (iii) an organization officially affiliated with and officially recognized by: (A) an elementary school, middle school, and/or high school and/or school district that serves, in whole or in part, the residents of the city, or (B) a public and/or private community college, college and/or university which is located within the boundaries of the city.
2. Any nonprofit organization that is qualified to sell safe and sane fireworks must meet all of the following criteria for a continuous period of not less than one full year preceding submittal of an application for a permit to sell fireworks required by this chapter and which continues to meet the criteria for the duration of any permit to sell fireworks issued by the city. 11 city.
a. The organization must have its principal and permanent meeting place within the
b. The organization must have a demonstrated benefit or provide a service to the citizens of Roseville.
c. The organization must have a minimum bona fide membership of at least 20 members who either reside in the city or are owners or operators of a business or other establishment located in the city or attest that the otherwise qualified organization will have a minimum of 20 volunteers to staff a fireworks booth. The organization shall provide documentation demonstrating the minimum bona fide membership to the satisfaction of the fire chief.
d. The organization must not have been found by any court of competent jurisdiction or city administrative hearing officer to be in violation of any civil or criminal local, state or federal law within 24 calendar months prior to the organization’s submittal of an application for a permit to sell fireworks.
e. All applications for permits shall be accompanied by a California State Board of Equalization temporary sales tax permit.
f. All applications for permits shall be in writing to the fire department on forms supplied by the city.
g. Applications must be filed 30 days prior to the actual sale or display. h. Applications shall set forth the proposed location of the fireworks stand.
1. Applications shall be accompanied by a certificate of insurance in a form approved by the city attorney showing public liability insurance coverage in a minimum amount of 1,000,000.00.
j. All applications for permits shall be accompanied by a retail sales permit issued by the California State Fire Marshal.
k. Applicants shall furnish such other data or information as may be required relating to the issuance of such fireworks permits.
1. Applications shall identify the name, organizational form, address of the principal meeting place, number of members, the purpose of the organization or corporation and the date it came into existence within the city. Only those organizations that are located within the city limits will be allowed to sell fireworks. Each organization, and its affiliated groups, will be limited to no more than one booth.
m. Every application shall designate one or more individuals as the fireworks stand safety officer. That individual shall be required to attend a fireworks stand operators safety seminar and orientation session conducted or approved by the city’s fire department prior to 12 issuance of the permit. The fireworks stand safety officer(s) must attend the seminar each year regardless of whether or not they have previously attended such a seminar in the past. n. Each application shall be accompanied by the applicable permit fee. Such fee shall be nonrefundable. The fee shall be used to defray the expense of administering the provisions of this section and to provide safety and informational material and programming relative to fireworks.
I. Permit Revocation. The fire chief may suspend or revoke any permit upon proof that the permitted organization or corporation, or any of its members, has violated any of the provisions of this section relating to fireworks. If the fire chief determines that the suspension occurred too late in the limited sales period to have the necessary deterrent effect, he or she may disqualify the permitted person or organization from obtaining a permit for a period of up to two additional years. Such additional disqualifications may be appealed to the city manager in writing within 15 calendar days of the action.
J. Number of Permits Issued. Except as otherwise provided, not more than 15 permits for fireworks shall be issued during any one calendar year. In the event more than 15 applications for permits are received, priorities for issuing of permits shall be determined by the fire chief as follows:
1. First priority shall be to those applicants who received a permit in the prior calendar year and actually operated a fireworks stand. Provided, however, that such priority shall expire after five consecutive years, and that nothing herein shall be construed so as to permit more than one fireworks stand per organization.
2. Second priority shall be to those otherwise qualified organizations.
3. In the event that the number of applicants within a given class of priority exceeds the number of permits remaining to be granted, then the selection of permittees shall be by lot.
Such lottery shall be conducted in public by the fire chief who shall notify all applicants at least five days in advance of the date and time of the lottery.
K. Temporary Fireworks Stands. Retail sales of safe and sane fireworks are permitted only from within a temporary fireworks stand and subject to the following provisions:
1. No person other than the permitted organization shall operate the fireworks stand for which the permit is issued or share or otherwise participate in the profits of the operation of such stand.
2. No person other than the individuals who are members of the permitted organization shall sell or otherwise participate in the sale of safe and sane fireworks.
3. Each fireworks stand shall have a responsible adult in attendance and in charge of the stand at all times while it is being used for the display or storage of safe and sane fireworks.
4. Each fireworks stand shall have a fireworks stand safety officer in attendance and in charge at all times while it is being used for the sale or the offering for sale of safe and sane fireworks.
13 5. All safe and sane fireworks shall be retained or stored at the approved location of the fireworks stand, and in no event shall fireworks, other than those which have been sold, be removed from the approved fireworks stand location to any other place within the city.
6. There shall be no drinking or possession of alcoholic beverages in or about the fireworks stand or storage site at any time.
7. Fireworks stands may only be located on property zoned C-C, G-C, M-1, or M-2.
8. No fireworks stand shall be located within 25 feet of any other building or within 50 feet of any gasoline station, fuel pump, storage tank, generator or bulk plant.
9. Fireworks stands shall be located at least 100 feet apart from any other fireworks stand.
10. Fireworks stands shall comply with the provisions of the Building Code as determined by and at the discretion of the building official. All stands shall be erected under the supervision of the building official. The building official shall require that stands be constructed in a manner which will reasonably insure safety of attendants and patrons.
11. Temporary electrical wiring within the fireworks stand shall be prohibited.
12. Electrically powered equipment shall be located at least 10 feet from the fireworks stand.
stand.
chief.
13. Each stand shall have at least two approved exits located at opposite ends of the
14. Any relocation of a fireworks stand shall be subject to prior approval of the fire
15. Each fireworks stand shall be provided with two two-and-one-half-gallon “water- type” fire extinguishers approved by the fire chief, in good working order and easily accessible for use in case of fire. Such fire extinguishers shall be kept at or immediately near the fireworks stand.
16. All weeds and combustible materials shall be cleared from the location of the fireworks stand, to a distance of at least 30 feet.
17. When the fireworks stand is not being used for the sale and/or display of fireworks, all fireworks shall be stored in a manner consistent with one of the following:
a. Within a reinforced, heavy metal, fully-enclosed container, walk-in type drop box, or its equivalent, as approved by the fire code official; or b. Returned daily to the licensed fireworks wholesaler for storage at an approved location.
L. Igniting Fireworks Near Stand. It is unlawful to discharge or ignite fireworks of any type within 25 feet of a fireworks stand.
14 M. Removal of Fireworks Stand. Fireworks stands shall be removed from the temporary locations by noon on the 6th day of July, and all accompanying litter shall be cleared from the locations by that time.
16.16.150 (Reserved.)
16.16.160 Fire flow requirements for buildings.
A. Appendix B, Section B105.1 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
BlOS.1 One- and two-family dwellings, Group R-3 and R-4 buildings and townhouses. The minimum fire-flow and flow duration requirements for one- and two- family dwellings, Group R- 3 and R-4 buildings and townhouses shall be as specified in Tables Bl05.l(l) and Bl05.1(2). The resulting fire-flow shall not be less than 1,500 gallons per minute (5678 L/min) for the prescribed duration.
B. Appendix B, Section B105.2 of the California Fire Code, as adopted by the city, is hereby amended to read as follows:
Bl0S.2 Buildings other than one- and two-family dwellings, Group R-3 and R-4 buildings and townhouses. The minimum fire-flow and flow duration for buildings other than one- and two• family dwellings, Group R-3 and R-4 buildings and townhouses shall be as specified in Table B105.2 and B105.1(2). The resulting fire-flow shall be at least 50% of the value in Table Bl05.1(2) and not be less than 1,500 gallons per minute (5678 L/min) for the prescribed duration.
16.16.170 Validity.
The city council hereby declares that should any section, paragraph, sentence, or word of this chapter or of this code hereby adopted be declared for any reason to be invalid, it is the intent of the council that it would have passed all other portions of this chapter independent of the elimination therefrom of any such portion as may be declared invalid.
SECTION 4. This ordinance shall be effective December 21, 2022 as an urgency ordinance.
SECTION 5. Urgency Ordinance.
This ordinance is hereby declared to be an urgency measure, immediate necessary for the public peace, health and safety and shall take effect December 21, 2022. A statement of urgency is as follows:
It is necessary to amend Title 16 of the Roseville Municipal Code to adopt the 2022 California Building Standards Code and 2022 California Fire Code, and certain local amendments thereto, which are necessary for the protection of the public health, safety, and welfare, and for the orderly and necessary continuance of operations of the City.
SECTION 6. The City Clerk is hereby authorized and directed to post a true copy of the foregoing ordinance in each of three (3) conspicuous locations in the City and she shall 15 immediately after such posting enter in the Ordinance Book under the record of the ordinance a certificate under her hand stating the time and place of said publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville this day of , 20 , by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
COUNCIL COMMUNICATION
CC #:
2469
File #:
0800-03 & 0215
Title:
Second Reading - Roseville Electric Energy Surcharge - Roseville Municipal Code Amendment
Contact:
Joanna Cucchi 916-746-1609 [email protected]
Meeting Date: 12/21/2022
Item #: 7.13.
RECOMMENDATION TO COUNCIL
ORDINANCE NO. 6592 OF THE COUNCIL OF THE CITY OF ROSEVILLE AMENDING SECTIONS 14.24.040, 14.24.050 AND 14.24.055 OF CHAPTER 14.24 OF TITLE 14 OF THE ROSEVILLE MUNICIPAL CODE REGARDING ELECTRICAL ENERGY, for second reading and adoption.
BACKGROUND
Not applicable.
FISCAL IMPACT
Not applicable.
ENVIRONMENTAL REVIEW
Not applicable.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Respectfully Submitted,
Joanna Cucchi, Interim Electric Finance Administrator
Daniel Beans, Electric Utility Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Ordinance 6592
ORDINANCE NO. 6592
ORDINANCE OF THE COUNCIL OF THE CITY OF ROSEVILLE AMENDING SECTIONS
14.24.040, 14.24.050 AND 14.24.055 OF CHAPTER 14.24 OF TITLE 14 OF THE
ROSEVILLE MUNICIPAL CODE REGARDING ELECTRICAL ENERGY
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. Section 14.24.040 of Chapter 14.24 of Title 14 of the Roseville Municipal Code is hereby amended to read as follows:
14.24.040 Residential rates.
A. Effective January 1, 2022, the residential rate applied to service within a monthly billing period and charged to residential customers shall be as follows:
1. For each residential customer meter:
a. Basic service charge: a basic service charge of $28.00 per meter, per billing month. b. Energy charge applied to electricity consumption in kWh in accordance with the following tiers:
i. Tier 1—Up to 500 kWh: $0.0959 per kWh;
ii. Tier 2—Greater than 500 kWh: $0.1452 per kWh. c. California renewable energy requirement surcharge: $0.0056 per kWh. d. California greenhouse gas emission reduction requirement surcharge: $0.0002 per kWh.
e. Hydroelectric adjustment: the annually adjusted charge or credit on residential billings that will be applied from July 1st to June 30th each fiscal year, as provided in Section 14.24.052 of this chapter.
B. Effective January 1, 2023, the residential rate applied to service within a monthly billing period and charged to residential customers shall be as follows:
1. For each residential customer meter:
a. Basic service charge: a basic service charge of $30.00 per meter, per billing month. b. Energy charge applied to electricity consumption in kWh:
i. Tier 1—Up to 500 kWh: $0.0989 per kWh;
ii. Tier 2—Greater than 500 kWh: $0.1468 per kWh. c. California renewable energy requirement surcharge: $0.0056 per kWh. 2 d. California greenhouse gas emission reduction requirement surcharge: $0.0002 per kWh.
e. Hydroelectric adjustment: the annually adjusted charge or credit on residential billings that will be applied from July 1st to June 30th each fiscal year, as provided in Section 14.24.052 of this chapter.
f. Energy cost surcharge: effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.01354 per kWh on residential metered energy. The energy cost surcharge is not applicable to senior citizen rate reduction, low-income rate reduction, and medical support rate reduction customers.
SECTION 2. Section 14.24.050 of Chapter 14.24 of Title 14 of the Roseville Municipal Code is hereby amended to read as follows:
14.24.050 General service rates.
A. Effective January 1, 2022, the general service rates applied to service within a monthly billing period and charged to general service customers shall be as follows:
1. Small General Service (GS-1) Rate. The GS-1 monthly rates on monthly billings will be as follows:
Basic Service Charge $41.00 per meter, per month
Energy Charge
Winter $0.0995 per kWh
Summer $0.1156 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
2. Medium General Service (GS-2) Rate. The GS-2 monthly rates on monthly billings will be as follows:
3 Basic Service Charge $65.00 per meter, per month
Demand Charge $6.16 per kW
Energy Charge
Winter $0.1047 per kWh
S Summer $0.1258 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
3. Large General Service (GS-3) Rate. TOU rates are mandatory for all customers receiving service in the GS-3 rate classification. Customers not having the necessary equipment to meter consumption on a TOU basis will be charged at the GS-2 rate until the necessary equipment is installed. Customers with facilities where the necessary TOU equipment is infeasible or impractical to employ, as determined by Roseville Electric, will be billed at the GS- 2 rate. Discounts for primary services are provided pursuant to Section 14.24.050(D).
The GS-3 monthly rates on monthly billings will be as follows:
Basic Service Charge $541.00 per meter, per month
Demand Charge
Winter $6.60 per kW
Summer $11.57 per kW
Energy Charge
Winter
Off Peak $0.0699 per kWh
On Peak $0.0913 per kWh
Super Peak $0.0913 per kWh
Summer
4 Off Peak $0.0913 per kWh
On Peak $0.1125 per kWh
Super Peak $0.1444 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
4. Very Large General Service (GS-4) Rate. TOU rates are mandatory for all customers receiving service in the GS-4 rate classification. Discounts for primary services are defined in Section 14.24.050(D).
The GS-4 TOU monthly rates on monthly billings will be as follows:
Basic Service Charge $616.00 per meter, per month
Demand Charge
Winter $6.71 per kW
Summer $11.51 per kW
Energy Charge
Winter
Off Peak $0.0691 per kWh
On Peak $0.0884 per kWh
Super Peak $0.0884 per kWh
Summer
Off Peak $0.0901 per kWh
On Peak $0.1094 per kWh
Super Peak $0.1432 per kWh
5 California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
B. Effective January 1, 2023, the general service rates applied to service within a monthly billing period and charged to general service customers shall be as follows:
1. Small General Services (GS-1) Rate. The GS-1 monthly rates on monthly billings will be as follows:
Basic Service Charge $44.00 per meter, per month
Energy Charge
Winter $0.1017per kWh
S Summer $0.1181 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
Energy Cost Surcharge Effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.01235 per kWh.
2. Medium General Service (GS-2) Rate. The GS-2 monthly rates on monthly billings will be as follows:
Basic Service Charge $65.00 per meter, per month
Demand Charge $6.16 per kW
Energy Charge
6 Winter $0.1066 per kWh
S Summer $0.1282 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
Energy Cost Surcharge Effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.01143 per kWh.
3. Large General Service (GS-3) Rate. TOU rates are mandatory for all customers receiving service in the GS-3 rate classification. Customers not having the necessary equipment to meter consumption on a TOU basis will be charged at the GS-2 rate until the necessary equipment is installed. Customers with facilities where the necessary TOU equipment is infeasible or impractical to employ, as determined by Roseville Electric, will be billed at the GS- 2 rate. Discounts for primary services are provided pursuant to Section 14.24.050(D).
The GS-3 monthly rates on monthly billings will be as follows:
Basic Service Charge $561.00 per meter, per month
Demand Charge
Winter $6.60 per kW
Summer $11.57 per kW
Energy Charge
Winter
Off Peak $0.0717 per kWh
On Peak $0.0936 per kWh
Super Peak $0.0936 per kWh
Summer
Off Peak $0.0936 per kWh
7 On Peak $0.1153 per kWh
Super Peak $0.1480 per kWh
California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
Energy Cost Surcharge Effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.00992 per kWh.
4. Very Large General Service (GS-4) Rate. TOU rates are mandatory for all customers receiving service in the GS-4 rate classification. Discounts for primary services are defined in Section 14.24.050(D).
The GS-4 TOU monthly rates on monthly billings will be as follows:
Basic Service Charge $641.00 per meter, per month
Demand Charge
Winter $6.71 per kW
Summer $11.51 per kW
Energy Charge
Winter
Off Peak $0.0709 per kWh
On Peak $0.0907 per kWh
Super Peak $0.0907 per kWh
Summer
Off Peak $0.0924 per kWh
On Peak $0.1122 per kWh
Super Peak $0.1469 per kWh
8 California Renewable Energy Requirement
Surcharge
$0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge
$0.0002 per kWh
Hydroelectric Adjustment Annually adjusted charge or credit on billings that will be applied from July 1st to June 30th each
fiscal year, as prescribed in Section 14.24.052
Energy Cost Surcharge Effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.00843 per kWh.
C. Aggregation of Demand. Accounts with multiple GS-3 service, or a combination of GS-3 and GS-4 service that combine to exceed 1,000 kW of billed demand in any six months of the prior calendar year will receive a discount of $0.003 per kWh on the GS-3 service total monthly billed energy.
D. Primary Service. Service provided at 12,000 volts or higher under delivery arrangements approved by Roseville Electric shall receive a discount of two percent of the energy and demand charges.
E. Contract Rates. The city reserves the right to negotiate and provide, by contract, service at rates other than those specified in the municipal code.
F. Standby Service Rate.
1. Applicability. This service is applicable to any general service customer who utilizes, in whole or in part, generating facilities, as defined in Roseville Electric Rule 21 standards for interconnection, other than solar, wind or solar/wind hybrid customer-owned generating facilities, to supply all or part of such customer’s power requirements, and where:
a. Based upon the manufacturer’s nameplate rating the generating facilities do not exceed 100 percent of their projected demand as determined by Roseville Electric. b. Pursuant to Rule 21 standards for interconnection, generating facilities are connected to the city’s electrical distribution system. The customer shall not operate such customer-owned generating facilities in parallel with the city’s electrical system unless otherwise approved in advance by Roseville Electric.
An interconnection agreement between the city and customer is required for service under this rate, when the customer-owned generating facilities are interconnected with the city’s electrical system.
2. Effective January 1, 2017 the standby service charge ($/kW of “rated capacity” per month) shall be as follows:
9 Secondary voltage $6.71
Primary voltage $6.58
“Rated capacity” is a fixed kilowatts value determined by the manufacturer’s rating of the generator unit. In addition to the auxiliary or standby service rate, the city will continue to bill for all applicable charges under the appropriate rate schedule, including, but not limited to, basic service, energy and demand charges.
G. Demand/kWh Criteria. Service provided under general service rates shall be periodically evaluated for compliance with rate classification monthly demand and/or kWh criteria. If the monthly demand and/or kWh criteria are not satisfied, the service may be transferred to the appropriate general service rate effective with the next available billing cycle.
Exceptions are at the discretion of Roseville Electric or by a customized customer contract (if applicable). Compliance with monthly demand/kWh criteria shall be determined in accordance with Section 14.24.020 rate classification.
H. Advanced Metering Service Charge. The advanced metering service charge is required for all GS-2 customers who have access to the city’s online energy profiler system. GS- 2 service, whose maximum demand is equal to or greater than 250 kW in two or more summer months (as defined in Section 14.24.021) in the prior calendar year, will receive a special load profile meter, and the ability to remotely access usage data. Customers with facilities where the necessary metering equipment is infeasible or impractical to employ, as determined by Roseville Electric, will be exempted from this charge. The city will charge a monthly service fee of $42.00 to cover maintenance, software support and related expenses.
SECTION 3. Section 14.24.055 of Chapter 14.24 of Title 14 of the Roseville Municipal Code is hereby amended to read as follows:
14.24.055 Outdoor, street lighting, traffic signal, and electric vehicle charging rates.
A. Outdoor Lighting Rate. All unmetered service including outdoor lighting service, will be charged in accordance with engineering determinations made by Roseville Electric.
Service furnished under this rate may be discontinued at any location where the city’s overhead facilities are relocated, converted to underground, or the space on the pole utilized by the light is needed by the city for other facilities.
B. Street Lighting Rate. Consumption on city-owned streetlights is not metered. The base charge is set using estimated consumption. For the city-owned street lighting account, the monthly billing will be as follows:
1. Base Charge.
a. Effective January 1, 2022, a charge of $17,539.08 per month. b. Effective January 1, 2023, a charge of $17,889.87 per month. 10 C. Traffic Signal Rate. For all city-owned traffic signal electric service, the monthly billing will be as follows:
1. Effective January 1, 2022.
Customer Charge $34.41 per meter, per month
Energy Charge $0.0339 per kWh
California Renewable Energy
Requirement Surcharge $0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge $0.0002 per kWh
Hydroelectric Adjustment
Annually adjusted charge or credit on billings that
will be applied from July 1st to June 30th each fiscal
year, as prescribed in Section 14.24.052
2. Effective January 1, 2023.
Customer Charge $35.10 per meter, per month
Energy Charge $0.0345 per kWh
California Renewable Energy
Requirement Surcharge $0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge $0.0002 per kWh
Hydroelectric Adjustment
Annually adjusted charge or credit on billings that
will be applied from July 1st to June 30th each fiscal
year, as prescribed in Section 14.24.052
D. City-Owned Electric Vehicle Charging Rate. For city-owned electric vehicle charging stations, the rate will be $0.30 per kWh.
E. Pole Attachment Rate. This rate applies to general service accounts attached to unmetered Roseville assets where the consumption of electricity is small or can be predetermined with reasonable accuracy by reference to the capacity of equipment served and the hours of operation. Roseville Electric will calculate electricity consumption in lieu of providing metering equipment.
1. Effective January 1, 2022.
11 Basic Service Charge $10.49 per attachment, per month Energy Charge $0.1160 per kWh
California Renewable Energy
Requirement Surcharge $0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge $0.0002 per kWh
2. Effective January 1, 2023
Basic Service Charge $10.70 per attachment, per month
Energy Charge $0.1184 per kWh
California Renewable Energy
Requirement Surcharge $0.0056 per kWh
California Greenhouse Gas Emission
Reduction Requirement Surcharge $0.0002 per kWh
F. All rates in subsection A of this section will increase or decrease at the same percentage as the percentage change applied to the rates for the GS-1 rate classification.
G. Energy Cost Surcharge: effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $0.00350 per kWh will be applied to all metered energy by customers defined in this section.
H. Energy Cost Surcharge: effective February 1, 2023 to December 31, 2024 an energy cost surcharge of $1431.19 per month will be applied to the Street Lighting rate defined in this section.
SECTION 4. This ordinance shall be effective at the expiration of thirty (30) days from the date of adoption.
SECTION 5. The City Clerk is hereby directed to cause this ordinance to be published in full at least once within fourteen (14) days after it is adopted in a newspaper of general circulation in the City, or shall within fourteen (14) days after its adoption cause this ordinance to be posted in full in at least three (3) public places in the City and enter in the Ordinance Book a certificate stating the time and place of said publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of _______________, 20__, by the following vote on roll call:
12 AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
______________________________
MAYOR
ATTEST:
_________________________________
City Clerk
COUNCIL COMMUNICATION
CC #:
2470
File #:
0400-04-02-1
Title:
Second Reading - Kaiser Inpatient Bed Tower Project - Northeast Roseville Specific Plan Parcel 12 (1600 Eureka Road) - Development Agreement Amendment Contact:
Kinarik Shallow
916-746-1309
[email protected]
Meeting Date: 12/21/2022
Item #: 7.14.
RECOMMENDATION TO COUNCIL
ORDINANCE NO. 6593 ADOPTING A FIRST AMENDMENT OF THE DEVELOPMENT
AGREEMENT BY AND BETWEEN THE CITY OF ROSEVILLE AND KAISER
FOUNDATION HOSPITALS AND AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE, for second reading and adoption.
BACKGROUND
Not applicable.
FISCAL IMPACT
Not applicable.
ENVIRONMENTAL REVIEW
Not applicable.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Respectfully Submitted,
Kinarik Shallow, Associate Planner
Mike Isom, Development Services Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Ordinance 6593
ORDINANCE NO. 6593
ADOPTING A FIRST AMENDMENT OF THE DEVELOPMENT AGREEMENT BY AND
BETWEEN THE CITY OF ROSEVILLE AND KAISER FOUNDATION HOSPITALS AND
AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF
ROSEVILLE
THE CITY OF ROSEVILLE ORDAINS:
SECTION 1. In accordance with Chapter 19.84 of Title 19 of the Roseville Municipal Code (the Zoning Ordinance) of the City of Roseville, the City Council has received the recommendation of the Planning Commission that the City of Roseville enter into a First Amendment of the Development Agreement by and between the City of Roseville and Kaiser Foundation Hospitals, pertaining to property located within the Northeast Roseville Specific Plan area.
SECTION 2. Prior to considering the proposed First Amendment to Development Agreement, the City Council considered and reaffirmed the Kaiser Permanente Roseville Medical Center Inpatient Bed Tower Project Final Supplemental Environmental Impact Report (SEIR) (SCH #2022020590, certified by the Planning Commission on November 10, 2022) and the associated Findings of Fact/Statement of Overriding Considerations and the Mitigation Monitoring and Reporting Program, pursuant to the California Environmental Quality Act, California Public Resources Code Section 21000 et seq.
SECTION 3. The Council of the City of Roseville has reviewed the findings of the Planning Commission re commending approval of the First Amendment to Development Agreement, and makes the following findings:
1. The First Amendment to the Development Agreement is consistent with the objectives, policies, programs and land use designations of the City of Roseville General Plan and the Northeast Roseville Specific Plan;
2. The First Amendment to the Development Agreement is consistent with the City of Roseville Zoning Ordinance;
3. The First Amendment to the Development Agreement is in conformance with the public health, safety and welfare;
4. The First Amendment to the Development Agreement will not adversely affect the orderly development of the property or the preservation of property values; and
5. The provisions of the First Amend ment to the Development Agreement will provide sufficient benefit to the City to justify entering into said Amendment.
SECTION 4. The First Amendment to Development Agreement, by and between the City of Roseville and Kaiser Foundation Hospitals, a copy of which is on file in the City Clerk's Department and incorporated herein by reference, is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.
SECTION 5. The City Clerk is directed to reco rd the executed Development Agreement Amendment within ten (10) days of the execution of the agreement by the City Manager with the County Recorder's Office of the County of Placer.
SECTION 6. This ordinance shall be effective at the expiration of thirty (30) days from the date of its adoption.
SECTION 7. The City Clerk is hereby directed to cause this ordinance to be published in full at least once within fourteen (14) days after it is adopted in a newspaper of general circulation in the City, or shall within fourteen (14) days after its adoption cause this ordinance to be posted in full in at least three (3) public places in the City and enter in the Ordinance Book a certificate stating the time and place of said publication by posting.
PASSED AND ADOPTED by the Council of the City of Roseville this day of 2022, by the following vote on roll call:
AYES COUNCILMEMBERS:
NOES COUNCILMEMBERS:
ABSENT COUNCILMEMBERS:
MAYOR
ATTEST:
City Clerk
2 COUNCIL COMMUNICATION
CC #:
2457
File #:
0200 & 0210
Title:
Local Agency Special Tax and Bond Accountability Act Reports Contact:
Jeannine Thrash 916-774-5473 [email protected]
Meeting Date: 12/21/2022
Item #: 7.15.
RECOMMENDATION TO COUNCIL
Staff recommends City Council accept the following informational reports prepared for the 2021- 22 levy year to be filed with the City Clerk. No other action is required.
BACKGROUND
Senate Bill 165 (SB 165) enacted the Local Agency Special Tax and Bond Accountability Act (the "Act"). The Act requires that any local special tax/local bond measure subject to voter approval contain a statement indicating the specific purposes of the special tax, that the proceeds of the special tax be applied to those purposes, the creation of an account into which the proceeds shall be deposited, and an annual report containing specified information concerning the use of the proceeds. The Act only applies to bonds issued on or after January 1, 2001, in accordance with Sections 50075.1 and 53410 of the California Government Code. The filing of the attached SB 165 reports for FY2021-22 fulfills the requirements of Government Code Sections 50075.3 and 53411.
FISCAL IMPACT
There is no fiscal impact to the City's General Fund.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The Local Agency Special Tax and Bond Accountability Act Reports meet the above criteria and are not subject to CEQA. No additional environmental review is required.
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal A - Remain fiscally responsible in a changing world
Respectfully Submitted,
Jeannine Thrash, Management Analyst
Dennis Kauffman, Assistant City Manager/Chief Financial Officer
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
SB165 Report-Bonded Districts
SB165 Report-Non-Bonded Districts
Community Facilities District No. 3 (Municipal Services) Page | 1 SB165 Annual Report FY 2018/19
City of Roseville
Bonded Community
Facilities Districts
Fiscal Year 2021/22
Senate Bill 165 Annual Report
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500|800.755.6864
F 951.587.3510|888.326.6864
Property Tax Information Line
T. 866.807.6864
www.willdan.com
Baseline at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Baseline at Sierra Vista
Community Facilities District No. 1 (Public Facilities) Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Baseline at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the M ello-Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized f acilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On November 18, 2020, the City formed the District through the adoption of Resolution No. 20-452. The District is located in the southwestern part of the City and lies within the Sierra Vista Specific Plan. The District is planned primarily for single-family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, backbone drainage, water, sanitary sewer, utilities and solid waste improvements, development impact fees, open space and parks improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized t he financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Baseline at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Creekview Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Creekview Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Creekview Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the M ello-Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On November 6 , 201 9, the City formed the District through the adoption of Resolution No. 19-456. The District is located in the Creekview Specific Plan in the northwest portion of the City . The District is planned primarily for single-family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, backbone drainage, water and sanitary sewer improvements, open space and park improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Creekview Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Crocker Ranch Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Crocker Ranch Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax Di strict or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statem ent indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposited, were fulfilled through the formation documents of the above e ntitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Crocker Ranch Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On February 6, 2002, the City formed the District through the adoption of Resolution No. 02-53. The District is located in the northwestern area of the City within a portion of the North Roseville Specific Plan area. The area is generally bounded by the Highway 65 Bypass to the east, Blue Oaks Boulevard to the south, Fiddyment Road to the west, and the Placer County/Roseville City Limit on the north. The District is planned primarily for single-family residential uses.
The District was authorized to financ e certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, water and wastewater system improvem ents, drainage improvements, City capital improvements and incidental expenses related thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate
Crocker Ranch Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Diamond Creek Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Diamond Creek Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Diamond Creek Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On April 4, 2007, the City formed the District by the adoption of Resolution No. 07- 155. The District lies within the City’s North Roseville Specific Plan area and identified as Specific Plan Parcel DC -31. The District is bounded by Diamond Creek Boulevard to the west, Blue Oaks Boulevard to the south and Parkside Way to the north. Upon formation, the District, consisted of 19.1 acres which had been approved for residential and non-residential uses.
The District was authorized to finance certain improveme nts and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway improvements, drainage, water and sanitary sewer improvements and park improvements related thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Diamond Creek Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Fiddyment Ranch Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Fiddyment Ranch Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Fiddyment Ranch Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On September 15, 2004, the City formed the District by the adoption of Resolution No. 04-431. The District is located in the northwestern area of the City within a portion of the West Roseville Specific Plan area. This area is generally west of Fiddyment R oad and bounded by Phillip Road on the south. The Placer County/Roseville City Limit line is the northern boundary . A substantial portion of the District has been developed.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway, sewer, water, drainage, parks and open space improvements. The backbone infrastructure needed for development in the District has been completed.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Fiddyment Ranch Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Fiddyment Ranch Community Facilities District No. 5 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Fiddyment Ranch Community Facilities District No. 5
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Fiddyment Ranch Community Facilities District No. 5 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On March 16, 2016, the City formed the District by the adoption of Resolution No. 16-84. The District is located in the northwestern area of the City within a portion of the West Roseville Specific Plan area. The District is west of Fiddyment Road and bounded by Blue Oaks Road on the south and the Placer County/Roseville City Limit line on the west and north. The District is planned primarily for single - family residential uses.
The District was authorized to finance certain improvements and costs related t o planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway improvements, backbone drainage, water and sanitary sewer improvements and park and open space improvements thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Fiddyment Ranch Community Facilities District No. 5 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Highland Reserve North Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Highland Reserve North Community Facilities District No. 1 Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Highland Reserve North Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On August 18, 1999, the City formed the District by the adoption of Resolution No. 99-350. The District is generally bounded by the Blue Oaks Boulevard/Highway 65 interchange on the west, Stanford Ranch Road and the City limits on the east, the State Highway 65 bypass on the south and the city of Rocklin on the north.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, backbone drainage, water and sanitary sewer improvements, a school site and park improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Highland Reserve North Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
HP Campus Oaks Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
HP Campus Oaks Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
HP Campus Oaks Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On September 22, 2015, the City formed the District by the adoption of Resolution No. 15-443. The District is located in the City’s North Industrial Planning Area along the City’s northern boundary. The site is located in a primarily residential area, bound by Blue Oaks Boulevard to the north, the Hewlett Packard Campus to the east, Woodcreek Golf Club to the south, and Woo dcreek Oaks Boulevard to the west.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, backbone drainage, water and sanitary sewer improvements, including sewer and water treatment facilities and park and open space improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
HP Campus Oaks Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Longmeadow Parkside Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Longmeadow Parkside Community Facilities District No. 1 Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Longmeadow Parkside Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On October 19, 2005, the City formed the District by the adoption of Resolution No. 05-538. The District consists of two non -contiguous single-family residential subdivisions identified as Longmeadow at Crocker Ranch (“Longmeadow”) and Parkside Estates (“Parkside”). Longmeadow is situated along the north line of Blue Oaks Boulevard, east of Woodcreek Oaks Boulevard. Parkside Estates is located at the southeast quadrant of Junction Boulevard and Porter Drive, approximately 3 miles from the Longmeadow area. Both properties are located in the western portion of the City.
The District was aut horized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, drainage, water and sanitary sewer improvements and park improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate
Longmeadow Parkside Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
North Roseville Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
North Roseville Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
North Roseville Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello-Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series . The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On June 9, 1998, the City formed the District by the adoption of Resolution No. 98-184. The District is located west of State Highway 65 via Blue Oaks Boulevard. The Sunset Industrial Area (in unincorporated Placer County) and the North Industrial Planning Area of the City border the District on the north.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway, sewer, water and drainage facilities, acquire land for a school site, acquire a fire station site, and other public improvements. as well as incidental expenses related thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accord ance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more North Roseville Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual d ebt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Northeast Roseville Community Facilities District No. 2 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Northeast Roseville Community Facilities District No. 2 Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Northeast Roseville Community Facilities District No. 2 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On December 19, 1990, the City formed the District by the adoption of Resolution No. 90-308. The District is located in the northeast section of the City. The CFD is generally bounded by Interstate 80 to the west, the Highway 65 Bypass to the north and Douglas Boulevard to the south. The District is primarily buildout.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, drainage, water and sanitary sewer improvements and park improvements. All financed improvements have been completed.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Northeast Roseville Community Facilities District No. 2 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The Project is complete. No proceeds for District improvements were generated from any financings subject to the Act. Because the Bonds have matured, information related to this District will not be shown in future SB 165 annual reports.
Stone Point Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Stone Point Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Stone Point Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On February 19, 2003, the City formed the District by the adoption of the Resolution of Formation. The District is located in the easterly portion of the City, within a portion of the City’s Northeast Roseville Specific Plan area and approximately a half mile east of I -80. The District is generally bounded by North Sunrise Boulevard and Eureka Road to the west, Rocky Ridge Drive to the south, East Roseville Parkway to the east and Miner’s Ravine to the north. The single family portion of the District has been built out; the remaining portion of the District is substantially developed.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, drainage, water and sanitary sewer improvements and park and open space improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development withi n the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate
Stone Point Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Stone Point Community Facilities District No. 5 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Stone Point Community Facilities District No. 5
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Stone Point Community Facilities District No. 5 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On August 16, 2006, the City formed the District by the adoption of Resolution No. 06-438. The District is located in the easterly portion of the City, within a portion of the City’s Northeast Roseville Specific Plan area and approximately a half mile east of I -80. The District is generally bounded by North Sunrise Boulevard and Eureka Road to the west, Rocky Ridge Drive to the south, East Roseville Parkway to the east and Miner’s Ravine to the north. The single family portion of the District has been built out; the remaining portion of the District is substantially developed.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District roadway improvements, drainage, water and sanitary sewer improvements and parkland acquisition.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Stone Point Community Facilities District No. 5 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Stoneridge East Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Stoneridge East Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Stoneridge East Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On June 20, 2001, the City formed the District by the adoption of Resolution No. 01-300. The District is located in the easterly portion of the City within a portion of the Stoneridge Specific Plan area, west of Sierra College Boulevard, north of Olympus Drive, east of Roseville Parkway, and south of the Roseville city limit.
The District territory had been approved for approximately 1,512 residential units upon formation.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, water and wastewater system improvements, drainage improvements, park improvements and other capital improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Stoneridge East Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Stoneridge Parcel 1 Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Stoneridge Parcel 1 Community Facilities District No. 1 Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Stoneridge Parcel 1 Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On July 7, 1999, the City formed the District by the adoption of Resolution No. 99- 248. The District is located in the easterly portion of the City, of which all the property in the district is located within a portion of the City’s 1,089-acre Stoneridge Specific Plan area. The District is located at the southerly apex of the Stoneridge Specific Plan area and is bounded by Roseville Parkway to the west and south, Olympus Drive to the east and south, and vacant land to the north zoned for park and recreational use.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway improvemen ts and incidental expenses related thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electo rs within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Stoneridge Parcel 1 Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Stoneridge West Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Stoneridge West Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Stoneridge West Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On July 18, 2001, the City formed the District by the adoption of Resolution No. 01-362. The District is located in the easterly portion of the City within a portion of the Stoneridge Specific Plan area, west of Sierra College Boulevard, north of Olympus Drive, east of Roseville Parkway, and south of Secret Ravine Parkway.
The District represents only a portion of the Stoneridge Specific Plan area.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway, sewer, water, drainage, park facilities and development fees related thereto of benefit to the District.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qu alified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Stoneridge West Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
SVSP Westpark-Federico Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
SVSP Westpark-Federico
Community Facilities District No. 1 (Public Facilities) Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposited, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each ser ies of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
SVSP Westpark-Federico Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is cr eated upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On June 5, 2019, the City formed the District through the adoption of Resolution No. 19-259. The District is located in the Sierra Vista Specific Plan, in the northwest portion of the City . The District is planned primarily for single -family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, backbone drainage, water and sanitary sewer improvements, open space and park improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
SVSP Westpark-Federico Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
The Fountains Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
The Fountains Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
The Fountains Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such f unds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On December 5, 2007, the City formed the District by the adoption of Resolution No. 07-635. The District is located in the north central portion of the City next to the Westfield Galleria mall and is bounded by Reserve Drive to the west, Roseville Parkway to the north and Galleria Blvd to the east. The District is a fully developed commercial site.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, drainage, water and sanitary sewer improvements and development impact fees.
The financed improvements required to develop have been completed.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project relate d to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The Fountains Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
The Ranch at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
The Ranch at Sierra Vista
Community Facilities District No. 1 (Public Facilities) Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
The Ranch at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the M ello-Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized f acilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On January 16, 2019, the City formed the District through the adoption of Resolution No. 19-30. The District is located in the western part of the City and lies within the Sierra Vista Spe cific Plan. The District is planned primarily for single- family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include transportation improvements, backbone drainage, water and sanitary sewer improvements, open space and parks improvements.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The Ranch at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Villages at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Villages at Sierra Vista
Community Facilities District No. 1 (Public Facilities) Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Villages at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On May 2, 2018, the City formed the District through the adoption of Resolution No. 18-119. The District is located in the Sierra Vista Specific Plan, in the northwest portion of the City . The District is planned primarily for single -family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities aut horized to be financed by the District include transportation improvements, backbone drainage, water and sanitary sewer improvements, open space, park improvements and development impact fees.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Villages at Sierra Vista Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Westbrook Community Facilities District No. 1 (Public Facilities) Page | 1 SB 165 Annual Report FY 2021/22
City of Roseville
Westbrook Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposited, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each ser ies of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Westbrook Community Facilities District No. 1 (Public Facilities) Page | 2 SB 165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On April 16, 2014, the City formed the District by the adoption of Resolution No. 14-131. The District lies within the Sierra Vista Specific Plan and is located along the south side of Pleasant Grove Boulevard, immediately south and west of the Westpark master planned community and the West Roseville Specific Plan. The District is planned primarily for single-family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of public facilities authorized to be financed by the District include roadway improvements, backbone drainage, water and sanitary sewer improvements, including sewer and water treatment facilities, park and open space improvements and development impact fees.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Westbrook Community Facilities District No. 1 (Public Facilities) Page | 3 SB 165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Westpark Community Facilities District No. 1 (Public Facilities) Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Westpark Community Facilities District No. 1
(Public Facilities)
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Westpark Community Facilities District No. 1 (Public Facilities) Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such f unds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On September 15, 2004, the City formed the District by the adoption of Resolution No. 04-439. The District is located in the northwestern area of the City within a portion of the West Roseville Specific Plan area. The area is approximately 1-mile north of Baseline Road and generally bounded by Fiddyment Road to the east, the then City limit to the west, Pleasant Grove Boulevard to the southwest (and north and south of Pleasant Grove Boulevard in the southeast area of the District), with Phillip Road forming the northern boundary. The District is planned primarily for single-family residential uses.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, backbone drainage, water and sanitary sewer improvements and park improvements and development impact fees.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate
Westpark Community Facilities District No. 1 (Public Facilities) Page | 3 SB165 Annual Report FY 2021/22
and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Woodcreek East Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Woodcreek East Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Woodcreek East Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On October 11, 2000, the City formed the District by the adoption of Resolution No. 00-489. The District is located in the northwestern portion of the City and is bounded by the Roseville City Limits to the north, Woodcreek Oaks Boulevard to the west and generally bounded by Blue Oaks Boulevard to the south and Foothills Boulevard to the east. The District comprises of 350 single family units and is fully built out.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District included roadway improvements, drainage, water and sanitary sewer improvements, sound attenuation and park improvements. The financed improvements required in order to develop the District have been completed.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate
Woodcreek East Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information, including the amount of bond proceeds deposited into each Project Fund and the beginning and ending balances of each. The net increase/(decrease) between the bond proceeds and the balances is also provided.
Woodcreek West Community Facilities District No. 1 Page | 1 SB165 Annual Report FY 2021/22
City of Roseville
Woodcreek West Community Facilities District No. 1
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval contain a statement indicating the specific purposes of bonds issued, requires that the proceeds of the bonds be applied to those purposes, requires the creation of an account into which the proceeds shall be deposited, and requires an annual report containing collection and expenditure information together with the status of the project.
Some of the requirements of the Act are fulfilled upon the formation of the Special Tax District or upon the issuance of bonds while others are satisfied through annual reports. This annual report intends to comply with Section 53411 of the California Government Code (“GC”) by providing the following:
(a) The amount of funds collected and expended by the District during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the bonds.
A. STATED PURPOSES AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the bonds, ii) that the proceeds of the bonds be applied to those purposes and iii) the creation of an account into which the proceeds shall be deposi ted, were fulfilled through the formation documents of the above entitled district (the “District”) and the respective fiscal agent agreement or bond indenture of each series of bonds issued by the District (the “Bonds”)
B. OPERATING FUND – COLLECTIONS AND EXPENDITURES
Special Tax revenues are deposited and maintained in one or more District fund and/or accounts. For reporting purposes under the Act, the annual collection and expenditures of these funds are combined and reported below under a single fund (the “Operating Fund”).
Woodcreek West Community Facilities District No. 1 Page | 2 SB165 Annual Report FY 2021/22
Total collections and expenditures of the District’s Operating Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are reported in the table below.
C. THE PROJECT
The City formed the District pursuant to the Mello -Roos Community Facilities Act of 1982 for the purpose of financing certain authorized facilities of the District. A separate construction or improvement account is created upon the issuance of each series of bonds for the above purpose (the “Project Fund”) and such funds are to be deposited into the Project Fund upon close of each series. The District’s formation documents define the facilities and costs authorized that may be funded from the Project Fund. A summary of the District and its authorized facilities are outlined below, together with the status towards its completion.
THE DISTRICT AND AUTHORIZED FACILITIES
On October 15, 1999, the City formed the District by the adoption of Resolution No. 99 -384. The District is located in the northwestern portion of the City contiguous to the City’s then western limit and is bounded by Pleasant Grove Boulevard to the North, Fiddyment Road to the west and Baseline Road to the south.
The District was authorized to finance certain improvements and costs related to planned development within the District (the “Facilities” or “Project”). The types of facilities authorized to be financed by the District include roadway improvements, drainage, water and sanitary sewer improvements and park improvements. The financed improvements required in order to develop the District have been completed.
PURPOSE OF THE BONDS AND SPECIAL TAXES
District’s formation documents authorized the financing of the Project related to planned development within the District. The qualified electors within the District approved the levy of the annual special taxes in accordance with the District’s Rate and Method of Apportionment of Special Tax. The City issued one or more Special Tax Bonds for the purpose of financing the Project and/or refunding the Bonds.
Woodcreek West Community Facilities District No. 1 Page | 3 SB165 Annual Report FY 2021/22
The District’s Special Tax is levied annually to pay the annual debt service due on the Bonds issued by the District, ongoing administration costs and other authorized expenditures.
PROJECT FUND AND STATUS OF PROJECT
The following table provides the status of the Project and summary Project Fund information for District Bonds subject to the Act, includin g the amount of bond proceeds deposited into the Project Fund and its beginning and ending balances.
The net increase/(decrease) between the bond proceeds and the balances is also provided.
Community Facilities District No. 3 (Municipal Services) Page | 1 SB165 Annual Report FY 2018/19
City of Roseville
Non-Bonded
Community Facilities
Districts
Fiscal Year 2021/22
Senate Bill 165 Annual Report
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500|800.755.6864
F 951.587.3510|888.326.6864
Property Tax Information Line
T. 866.807.6864
www.willdan.com
Non-Bonded Community Facilities Districts Page | 1
SB165 Annual Report FY 2021/22
City of Roseville
Non-Bonded Community Facilities Districts
Senate Bill 165 Annual Report
Fiscal Year 2021/22
INTRODUCTION
Senate Bill 165 enacted the Local Agency Special Tax and Bond Accountability Act (the “Act”). The Act requires that certain local special tax measures subject to voter approval provide specified accountability measures. Although not all of the non-bonded Mello Roos Districts (“Non-Bonded CFD” or “Services District” ) formed by the City of Roseville (the “City”) are subject to the Act ’s reporting requirements, information for all of the City ’s Services CFDs is reported below.
Each Services District subject to the Act is required to state the specific purposes of the Special Tax, restrict the Special Tax revenues to be used only for those purposes, create an account into which the Special Tax revenues shall be deposited and prepare an annual report containing collection and expenditure information together with the status of the project.
Some of these requirements of the Act are fulfilled during the formation of each Services District while others are handled through annual reports. This annual report intends to comply with Section 50075.3 of the California Government Code by providing the following for each Services District:
(a) The amount of funds collected and expended during the 12 months ended June 30, 2022.
(b) The status of the project authorized to be funded by the Special Taxes.
A. STATED PURPOSE AND ACCOUNT RESTRICTIONS
The Act’s requirements of: i) a statement indicating the specific purposes of the Special Tax and ii) that the Special Tax revenues be applied to those purposes , were fulfilled through the formation documents of each Services CFD. Shortly thereafter, a Special Tax Fund was created for each district where the Special Tax revenues and other collections of each District are to be deposited and expenditures from each district’s Special Tax Fund are to be restricted to only the authorized services and costs of the respective Services District.
Non-Bonded Community Facilities Districts Page | 2
SB165 Annual Report FY 2021/22
B. SPECIAL TAX FUND – COLLECTIONS AND EXPENDITURES
All revenues of the Services Districts are deposited into and maintained in one or more accounts within the Special Tax Fund of each respective Services District.
Total collections and expenditures through each Services District’s Special Tax Fund for the 12 months ended June 30, 2022 (“Fiscal Year 2021/22”) are listed below.
Each year, the Special Tax fund of each district is analyzed to determine if any surplus funds exist. Surplus district funds, when available, are then applied against the budgeted annual costs of each such district, which would result in a reduction in the amount levied to the property owners than would have otherwise been charged.
C. STATUS OF PROJECTS
The status of the project of each Services District is ongoing.
The revenues generated by each District are to fund the authorized costs of each respective District. The Projects of each Services CFD are specific to each and may include costs to maintain and/or replace certain public improvements and/or municipal services and administration costs; such funding shall continue on an annual basis into perpetuity.
COUNCIL COMMUNICATION
CC #:
2447
File #:
0709-02-01
Title:
HOUSING AUTHORITY/CITY COUNCIL – Quarterly Status Update 3rd Quarter 2022
Contact:
Suzi Cook-Turner 916-774-5414 [email protected] Trisha Isom 916-746-1239 [email protected]
Meeting Date: 12/21/2022
Item #: 7.16.
RECOMMENDATION TO COUNCIL
The City Council, acting as the Roseville Housing Authority Board, is not required to take any action on this item. This quarterly report is for informational purposes only.
BACKGROUND
Pursuant to the bylaws of the Roseville Housing Authority, the City Council, acting as the governing board for the Housing Authority, holds its quarterly meeting the first Wednesday of March, June, September, and December, or as soon as possible thereafter. Staff has prepared the following status report regarding lease-up activity for the Housing Choice Voucher (HCV) Program. The HCV Program provides income-qualified households in Roseville and Rocklin with rental assistance using funding from the US Department of Housing and Urban Development (HUD). This assistance is utilized at rental units that meet program specific housing standards, are owned by a willing property owner, and are within Roseville or Rocklin city limits. This rental assistance ensures that the household is able to afford to live in safe and decent housing. During the third quarter of 2022, there were 583 vouchers utilized in Roseville, 120 vouchers being utilized in Rocklin, and 3 in other jurisdictions (approved transfers out of the area) for a total of 706 families receiving rental assistance through RHA.
RHA is now authorized to provide 805 households with HCV rental assistance. This total consists of several special vouchers including 50 Emergency Housing Vouchers (EHV) providing rental assistance to individuals and families who are experiencing homelessness or at risk of experiencing homelessness; 75 vouchers allocated specifically for families on the waiting list with a head-of-household or partner that are non-elderly and disabled (NED vouchers) and 75 VASH vouchers for veteran households that come via referral from the Veterans Affairs (VA) Department. RHA applied for Special HUD-VASH fees in July 2022 and is still awaiting notification from HUD on a possible award that will assist in expansion of outreach to veterans and property owners. RHA is also administering 30 Project-Based Vouchers at the Main Street and Roseville Apartments which remain 100% leased.
Roseville Housing Authority continues to apply for additional vouchers and administrative fees when award or NOFA applications are made available from HUD to Public Housing Authorities (PHAs). RHA applied for additional Mainstream vouchers, as well as associated fees, in April 2022 and was awarded 10 additional vouchers in September and brings our total to 43 vouchers.
Mainstream vouchers assist households who have a non-elderly head of household or partner with a disability and are transitioning out of institutional or other segregated settings, are currently homeless, or at risk of becoming homeless. With receipt of the additional vouchers, staff began outreach to our partner agencies who provide referrals and worked on streamlining the application and intake procedures for faster processing.
RHA administers the Family Self-Sufficiency Program (FSS) which is a component of the HCV program that provides additional assistance to families who are working to become free of public assistance. HUD has undertaken a major update of the FSS program and required PHAs to update their FSS Action Plans incorporating the new policies and to submit for approval. RHA recently received notification from HUD that the attached Action Plan was approved. RHA has also made major updates to our FSS Program and began working closely with Placer County Housing Authority (PCHA) as they launch their new FSS Program. The collaboration includes building and sharing a new Program Coordinating Committee (PCC) made up of Placer County agencies and businesses to assist the housing authorities in securing commitments of public and private resources for operation of the FSS program. These resources will assist participants with overcoming barriers they may encounter on their journey to self-sufficiency.
Each housing authority is required to be at least 95% leased-up for its voucher allocation or utilizing at least 95% of its annual budget authority to remain in compliance with HUD’s requirements. The lease-up rate for a calendar year cannot exceed 100% of its allocation of vouchers (per voucher type), and/or 100% expenditure of its annual budget allocation for the program. Agencies leasing up or expending 98% or more of its allocated vouchers and/or budget can reach high-performing status. RHA continues to meet HUD program requirements for high- performing status through 100% expenditure of its annual budget allocation. The attached table provides a monthly summary of RHA’s voucher programs for the first three quarters of 2022.
Although lease-up increased in the third quarter of 2022 and all 50 EHV vouchers have been issued, only 25 of the 50 vouchers were leased by the end of September 2022.
Many barriers to
housing exist for the recipients of EHV vouchers and staff continues to attend bimonthly meetings to work with the Homeless Resource Council of the Sierras and referring agencies to work to overcome the many different obstacles. HUD continues to express their satisfaction with RHA’s leasing efforts of this very challenging program.
RHA was recently notified by the National Association of Housing and Redevelopment Officials (NAHRO) that the housing authority was a recipient of a 2022 National Award of Merit in Affordable Housing. The award was for the housing authority’s work with the Main Street Plaza & Annex on Main projects.
The two affordable projects developed 65 units of housing and combined the city’s first project based vouchers with units reserved for veterans and residents with mental health/special needs. This project boasts the first permanent supportive housing units in the City of Roseville; and the contracted onsite supportive services assist all residents at the property with remaining housed.
FISCAL IMPACT
This Housing Authority Quarterly Status Report does not create any additional cost to the City’s General Fund.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378. The Roseville Housing Authority Quarterly Report meets the above criteria and is not subject to CEQA. No additional environmental review is required
CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS
Goal C - Maintain a safe and healthy community
Goal D - Enhance economic vitality
Respectfully Submitted,
Suzi Cook-Turner, Housing Supervisor
Melissa Anguiano, Economic Development Director
_____________________________
Dominick Casey, City Manager
ATTACHMENTS:
Description
Voucher Lease Up Table Qtr 3 2022
RHA FSS Action Plan
3rd Qtr RHA Housing Newsletter
Roseville Housing Authority Voucher Lease-up Quarter 3 2022
Roseville Housing Authority
Action Plan for the
Family Self-Sufficiency Program
September 27, 2022
RHA Action Plan 9/27/22 Page TOC-2
ABOUT THIS ACTION PLAN
ORGANIZATION
This Model FSS Action Plan contains both mandatory and discretionary guidance in informing Family Self- Sufficiency program policy and is organized to reflect that distinction. For each topic, the plan provides a description of the applicable HUD requirements, including citations of mandatory references. These mandatory references are clearly delineated on the left side of the document’s margin as non-indented text and as such are not meant to be modified. PHA policy that is applicable to that topic immediately follows the description of regulatory program requirements, is distinctly marked as “PHA Policy,” and is indented from the main text. The policies are based on HUD guidance whenever possible, thereby making them “safe harbor.” PHAs may modify text market as “PHA Policy” in accordance with HUD requirements but must exercise caution in doing so. For this reason, the Model FSS Action Plan comes with a separate instruction document for reference that serves as a guide for PHAs who wish to modify text marked as “PHA Policy” while remaining in compliance.
RHA Action Plan 9/27/22 Page TOC-2
Roseville Housing Authority FSS Action Plan
TABLE OF CONTENTS
CHAPTER 1
THE FAMILY SELF-SUFFICIENCY PROGRAM AND THE FSS ACTION PLAN PART I: THE FAMILY SELF-SUFFICIENCY (FSS) PROGRAM AND FSS ACTION PLAN 1 1-I.A. OVERVIEW OF THE FAMILY SELF-SUFFICIENCY PROGRAM .................... 1 1-I.B. APPLICABLE REGULATIONS ............................................................................. 2 1-I.C. THE FAMILY SELF-SUFFICIENCY ACTION PLAN ......................................... 2 PART II: REQUIREMENTS OF THE FSS ACTION PLAN ........................................................ 3 1-II.A. OVERVIEW ........................................................................................................... 3 1-II.B. HUD APPROACH TO POLICY DEVELOPMENT .............................................. 3 1-II.C. FSS ACTION PLAN DEVELOPMENT AND REVISION ................................... 4 Development of Action Plan [24 CFR 984.201(b) and (c)] .................................... 4 Single Action Plan [24 CFR 984.201(f)] ................................................................ 4 Revision to the FSS Action Plan [24 CFR 984.201(c)(2)] ..................................... 4 1-II.D. CONTENTS OF THE PLAN [24CFR 984.201(d)] ................................................ 5 Optional Additional Information [24 CFR 984.201(d)(13)] ................................... 6 1-II.E. FAMILY DEMOGRAPHICS [24 CFR 984.201(d)(1)] .......................................... 7 RHA Action Plan 9/27/22 Page TOC-2
CHAPTER 2
PURPOSE, SCOPE, AND APPLICABILITY OF THE
FAMILY SELF-SUFFICIENCY PROGRAM
PART I: PURPOSE AND BASIC REQUIREMENTS OF THE FSS PROGRAM ....................... 3 2-I.A. PURPOSE ................................................................................................................ 3 2-I.B. PROGRAM OBJECTIVES [24 CFR 984.102] ........................................................ 3 2-I.C. BASIC REQUIREMENTS OF THE FSS PROGRAM [24 CFR 984.104] ............. 3 PART II: SCOPE OF THE FSS PROGRAM ................................................................................. 5 2-II.A. HOUSING-ASSISTED FAMILIES ELIGIBLE TO PARTICIPATE IN FSS ....... 5 2-II.B. PHAs REQUIRED TO OPERATE AN FSS PROGRAM ...................................... 5 Mandatory Minimum Program Size (MMPS) [24 CFR 984.105] .......................... 5 2-II.C. COOPERATIVE AGREEMENTS [24 CFR 984.106] ........................................... 7 2-II.D. ESTIMATE OF PARTICIPATING FAMILIES [24 CFR 984.201(d)(2)] ............. 7 2-II.E. ELIGIBLE FAMILIES FROM OTHER SELF-SUFFICIENCY PROGRAMS [24 CFR 984.201(d)(3)] ...................................................................................................... 7 2-II.F. ELIGIBILITY OF A COMBINED PROGRAM [24 CFR 984.201(e)] .................. 8 PART III: PROGRAM OPERATION ............................................................................................ 9 2-III.A. OVERVIEW .......................................................................................................... 9 2-III.B. PROGRAM IMPLEMENTATION DEADLINE .................................................. 9 Voluntary Program [24 CFR 984.301(a)] ............................................................... 9 2-III.C. TIMETABLE FOR PROGRAM IMPLEMENTATION
[24 CFR 984.201(d)(13)] .................................................................................................. 10 PART IV: DEFINITIONS ............................................................................................................ 11 2-IV.A. DEFINITIONS [24 CFR 984.103] ...................................................................... 11 RHA FSS Action Plan 9/27/22
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CHAPTER 3
PROGRAM ADMINISTRATION
PART I: STAFFING, FEES AND COSTS, AND ON-SITE FACILITIES ................................... 1 3-I.A. OVERVIEW ............................................................................................................. 1 3-I.B. PROGRAM ADMINISTRATION STAFF AND CONTRACTORS [24 CFR 984.301(b)] ................................................................................................................. 1 3-I.C. FSS PROGRAM COORDINATOR RESPONSIBILTIES ...................................... 2 Primary Role of the FSS Program Coordinator ...................................................... 2 3-I.D. ADMINISTRATIVE FEES AND COSTS .............................................................. 3 Section 8 FSS Program ........................................................................................... 3 Public Housing FSS Program ................................................................................. 3 3-I.E. SUPPORTIVE SERVICES FEES AND COSTS ..................................................... 4 Section 8 FSS Supportive Services ......................................................................... 4 Public Housing FSS Supportive Services ............................................................... 4 3-I.F. USE OF FORFEITED ESCROW ACCOUNTS FUNDS ........................................ 5 3-I.G. ON-SITE FACILITIES ............................................................................................ 6 PART II: PROGRAM COORDINATING COMMITTEE ............................................................ 7 3-II.A. OVERVIEW ........................................................................................................... 7 3-II.B. PROGRAM COORDINATING COMMITTEE MEMBERSHIP .......................... 7 Required PCC Membership [24 CFR 984.202(b)(1)] ............................................. 7 Assistance in Identifying Potential PCC Members [24 CFR 984.202(b)(1)] ......... 7 Recommended PCC Membership [24 CFR 984.202(b)(2)] ................................... 8 3-II.C. ALTERNATIVE PCC COMMITTEE [24 CFR 984.202(c)] ................................. 8 EXHIBIT 3-1: CHART FOR DETERMINING PCC MEMBERSHIP ......................................... 9 RHA FSS Action Plan 9/27/22
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CHAPTER 4
SELECTING AND SERVING FSS FAMILIES
PART I: INCENTIVES, OUTREACH, AND ASSURANCE OF NONINTERFERENCE .......... 3 4-I.A. OVERVIEW ............................................................................................................. 3 4-I.B. INCENTIVES FOR PARTICIPATION [24 984.201(d)(5)] .................................... 4 4-I.C. OUTREACH EFFORTS [24 CFR 984.201(d)(6)(i)(ii)] .......................................... 5 4-I.D. ASSURANCE OF NONINTERFERENCE WITH THE RIGHTS OF
NONPARTICIPATING FAMILIES [24 CFR 984.201(d)(10)] ......................................... 6 PART II: FAMILY SELECTION ................................................................................................... 7 4-II.A. OVERIVEW ........................................................................................................... 7 4-II.B. FSS SELECTION PREFERENCES ....................................................................... 7 4-II.C. SELECTION FACTORS ........................................................................................ 8 Motivation Selection Factors [24 CFR 984.203(d)(1)] ........................................... 8 Other Selection Factors ........................................................................................... 9 4-II.D. SELECTION OF HEAD OF HOUSEHOLD ....................................................... 10 PART III: ACTIVITIES AND SUPPORT SERVICES ............................................................... 11 4-III.A. OVERVIEW ........................................................................................................ 11 4-III.B. METHOD OF IDENTIFYING FAMILY SUPPORT NEEDS
[24 CFR 984.201(d)(8)] .................................................................................................... 11 4-III.C. FSS ACTIVITIES AND SUPPORT SERVICES DESCRIPTION [24 CFR 984.201(d)(7)] .................................................................................................... 12 4-III.D. CERTIFICATION OF COORDINATION [24 CFR 984.201(D)(12)] ............... 15 RHA FSS Action Plan 9/27/22
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CHAPTER 5
CONTRACT OF PARTICIPATION
PART I: OVERVIEW AND FAMILY OBLIGATIONS ............................................................... 1 5-I.A. OVERVIEW ............................................................................................................. 1 5-I.B. CONTENTS OF THE CONTRACT OF PARTICIPATION ................................... 2 Individual Training and Services Plan .................................................................... 2 5-I.C. FAMILY OBLIGATIONS ....................................................................................... 3 Compliance with Lease Terms [24 CFR 984.303(b)(3)] ........................................ 3 Employment Obligation [24 CFR 984.303 (b)(4)] ................................................. 4 5-I.D. CONSEQUENCES OF NONCOMPLIANCE WITH THE CONTRACT .............. 5 PART II: CONTRACT SPECIFICATIONS .................................................................................. 7 5-II.A. OVERIVEW ........................................................................................................... 7 5-II.B. CONTRACT TERM [24 CFR 984.303(c)] ............................................................. 7 Contract Extension [24 CFR 984.303(d)] ............................................................... 7 5-II.C. MODIFICATION OF THE CONTRACT .............................................................. 8 5-II.D. COMPLETION OF THE CONTRACT .................................................................. 9 5-II.E. TRANSITIONAL SUPPORTIVE SERVICE ASSISTANCE ................................ 9 5-II.F. TERMINATION OF THE CONTRACT .............................................................. 10 Termination of the Contract with Escrow Distribution
[24 CFR 984.303(k)] ............................................................................................. 10 Termination of the Contract without Escrow Distribution [24 CFR 984.303(h)] ............................................................................................. 10 5-II.G. OPTION TO WITHHOLD SUPPORTIVE SERVICE
[24 CFR 984.303(b)(5)(i)] ................................................................................................ 12 5-II.H. PHA OBLIGATION TO MAKE GOOD FAITH EFFORT TO REPLACE UNAVAILABLE SUPPORT SERVICES [24 CFR 984.303(e)] ..................................... 12 5-II.I. GRIEVANCE PROCEDURES .............................................................................. 13 RHA FSS Action Plan 9/27/22
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CHAPTER 6
ESCROW ACCOUNT
PART I: THE ESCROW ACCOUNT ............................................................................................ 1 6-I.A. OVERVIEW ............................................................................................................. 1 6-I.B. CALCULATING THE FSS CREDIT AMOUNT .................................................... 2 Determination of Baseline Annual Earned Income and Baseline Monthly Rent .... 2 Determination of the Escrow Credit ....................................................................... 2 Determination of Escrow Credit for Families Who Are Not Low Income ............. 2 Increases in FSS Family Income [24 CFR 984.304]............................................... 2 Cessation of FSS Credit [24 CFR 984.305(b)(4)] ................................................... 2 6-I.C. DISBURSEMENT OF FSS ACCOUNT FUNDS .................................................... 3 Disbursement Before Completion of Contract ........................................................ 3 Disbursement at Completion of Contract [24 CFR 984.305(c)(1) and 24 984.305(c)(2)(i)] .......................................................................................... 3 Disbursement at Contract Termination [24 CFR 984.305(c)(3)] ............................ 4 Verification of Family Certification at Disbursement ............................................ 4 Succession to FSS Account [24 CFR 984.305(d)] .................................................. 5 6-I.D. USE OF FSS ACCOUNT FUNDS FOR HOMEOWNERSHIP .............................. 6 6-I.E. USE OF FORFEITURE OF FSS ACCOUNT FUNDS ............................................ 6 Treatment of Forfeited FSS Account Funds ........................................................... 6 PART II: ESCROW FUND ACCOUNTING AND REPORTING ................................................ 7 6-II.A. OVERVIEW ........................................................................................................... 7 6-II.B. ACCOUNTING FOR FSS ACCOUNT FUNDS .................................................... 7 Crediting the Escrow Account [24 CFR 984.305(a)(2)(i)] ..................................... 7 Proration of Investment Income [24 CFR 984.305(a)(2)(ii)] ................................. 7 Reduction of Amounts Due by FSS Family [24 CFR 984.305(a)(2)(iii)] .............. 7 6-II.C. REPORTING ON THE FSS ACCOUNT ............................................................... 8 RHA FSS Action Plan 9/27/22
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CHAPTER 7
PORTABILITY IN SECTION 8 FSS PROGRAMS
PART I: PORTABILITY IN THE FSS PROGRAM ..................................................................... 1 7-I.A. OVERVIEW ............................................................................................................. 1 7-I.B. DEFINITIONS ......................................................................................................... 2 7-I.C. RESIDENCY REQUIREMENTS ............................................................................ 2 7-I.D. PORTABILITY REQUIREMENTS FOR FSS PARTICIPANTS........................... 3 Receiving PHA Administers an FSS Program [24 CFR 984.306(b)] ..................... 3 Receiving PHA Does Not Administer an FSS Program [24 CFR 984.306(c)] ...... 4 Single Contract of Participation .............................................................................. 4 Termination of FSS contract and Forfeiture of Escrow Account [984.306(e)] ...... 4 7-I.E. NEW FSS ENROLLMENT INTO RECEIVING PHA’S FSS PROGRAM ............ 5 Administering and Billing of the Voucher .............................................................. 5 Absorption of the Voucher ...................................................................................... 5 PART II: REPORTING .................................................................................................................. 7 7-II.A. OVERVIEW ........................................................................................................... 7 7-II.B. CONTENTS OF THE FSS REPORT [24 CFR 984.401] ....................................... 7 7-II.C. FAMILY SELF-SUFFICIENCY GRANT PROGRAM REVIEW
PHA SELF-ASSESSMENT ............................................................................................... 7 RHA FSS Action Plan 9/27/22