Shasta Lake City Council
May 2, 2023

CITY COUNCIL MEETING AGENDA May 2, 2023

CITY COUNCIL MEETING AGENDA
City Council Chambers
4488 Red Bluff Street
Shasta Lake. CA 96019
Tuesday, May 2, at 6:00 PM
Mayor: Greg Watkins
Vice Mayor: Janice Powell
Council Members: Tena Eisenbeisz, Justin Jones, Pamelyn Morgan

OTHER WAYS TO PARTICIPATE IN THE MEETING
• Watch a livestream of the meeting online or view the recording any time after the meeting concludes at the following: cityofshastalake.org/meetings
• Submit public comment by mail or email addressed to City Clerk, City of Shasta Lake, PO Box 777, Shasta Lake, CA 96019 or [email protected]. Mailed and emailed comments must be received one day prior to the meeting to be included.
6:00 PM CALL TO ORDER – REGULAR MEETING:

Call to order (please place electronic devices on silent) Statement for the record of Council Members present or absent Pledge of Allegiance
Invocation
AWARDS & RECOGNITIONS:

Proclamation for Community Action Month, May 2023.

The Brown Act prohibits the Council from taking action on any item not placed on the Agenda in most cases. The Brown Act requires any non-confidential documents or writings distributed to a majority of the City Council less than 72 hours before a regular meeting to be made available to members of the public at the same time they are distributed.

Should supplemental materials to be evaluated in the decision-making process be made available to the members of the legislative body at the meeting, seven (7) copies must be provided to the City Clerk who will distribute them.

Councilmembers are encouraged to contact the City Manager prior to the meeting with questions or concerns regarding any item on the Agenda so that their questions and concerns can be adequately addressed at the meeting.

Agenda packets are available for public review at City Hall, 4477 Main Street, Shasta Lake, CA during normal business hours of 7:00 a.m. to 4:00 p.m. weekdays, excluding holidays.

In Compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please call (530) 275-7407. Notification 48 hours prior to the meeting is requested to enable the City to make reasonable arrangements to ensure accessibility to this meeting (28 CFR 35.102-35.104 ADA Title II).

CITY COUNCIL MEETING AGENDA May 2, 2023
PRESENTATIONS:

Will Bond, City Engineer - Pine Grove Avenue & Ashby Road Intersection Modifications.

Lieutenant Caleb MacGregor – 2022 Part 1 Crimes Overview Steve Ayers, Building Official – to congratulate Code Enforcement Officer Bryan Trudeau on obtaining the required Building Inspector Certifications.

James Takehara, Electric Utility Director – Legislative and Regulatory Update.

COMMISSION, COMMITTEE, AND OUTSIDE AGENCY REPORTS:

Outside Agency Funding Reports:

Shasta Lake Garden Project
United Way of Shasta County
Shasta Lake Chamber of Commerce
PUBLIC COMMENT:

This time is set aside for citizens to address the City Council on matters listed on the Consent Agenda as well as other items not included on the Regular Agenda. If your comments concern an item noted on the regular agenda, please address the Council when that item is open for public comment. Each speaker is allocated three (3) minutes to speak. Speakers may not cede their time. Comments should be limited to matters within the jurisdiction of the City. Council discussion or action cannot be taken on items not listed on the agenda other than to receive comments. Speaker forms are available from the City Clerk, 4477 Main Street, Shasta Lake, on the City’s website, or at the back of the meeting hall. If you have documents to present to members of Council, please provide a minimum of seven copies.

CONSENT AGENDA:

The items listed under the Consent Agenda are considered routine business and will be voted on together by one motion unless a Council Member requests a specific item to be removed and discussed separately.

1. Acceptance of the Minutes of the April 18, 2023, regular meeting. (page 3)

2. Acceptance of the Minutes of the April 18, 2023, special meeting (page 6)

3. Resolution accepting the Quarterly Cash and Investment Report for the period ending March 31, 2023. (page 7)

4. Resolution re-appointing Tony Thomasy as a member of the Association of California Water Agencies Region 2 Board. (page 12)
CITY COUNCIL MEETING AGENDA May 2, 2023

5. Resolution authorizing the City Manager to execute the Wildland Fire Protection Agreement to provide supplemental fire protection services within the City. (page 14)

6. Resolution approving and adopting the Fiscal Year 2022-23 Payrate Schedule for regular fulltime and regular part-time position titles and classifications. (page 42)

7. Information Item: (page 46)
Checks, E-Payments & Wires
3/16/2023 $306,912.47
3/22/2023 $641,130.43
3/30/2023 $414,792.82
4/06/2023 $1,709,543.71
Payroll:
4/05/2023 $184,463.23
4/21/2023 $182,431.03
PUBLIC HEARINGS:

8. Public Hearing and possible action to approve the following: (page 63) a) Resolution approving the Engineer’s Report for Deer Creek Manor Landscaping and Lighting District and the levy and collection of assessments within such district for fiscal year 2023/2024 and confirming diagrams and assessments pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highways Code and as provided by Article XII D of the California Constitution. (page 65)
b) Resolution approving the Engineer’s Report for Deer Creek Manor Drainage Maintenance District and the levy and collection of assessments within such district for Fiscal Year 2023/2024 and confirming diagrams and assessments pursuant to the benefit assessment act of 1982. (page 69)
REGULAR AGENDA: None

9. STAFF COMMENTS:

10. CITY COUNCIL COMMENTS AND REPORTS:

This is the time set aside for Council Members, who may so desire, to give brief comments or reports concerning City matters. The City Council may not enter into discussion on matters reported.

Statements made by individual Council Members should not be interpreted as a statement of the City Council. The City Council only takes action by majority vote.

CITY COUNCIL MEETING AGENDA May 2, 2023
• Brief reports by members of the Council regarding correspondence, events and/or meetings attended, and upcoming meetings/events.
• Suggestions/motions for future agenda items.
• In compliance with Assembly Bill 1234, Council will report on attendance at conferences/meetings/events where expenses are reimbursed by the City.

ADJOURNMENT:

Meetings are broadcast on the Wednesday following the meeting at 6:00 PM and the following Friday at 2:00 PM on Charter Channel 181. Videos of meetings are also available through the City website: www.cityofshastalake.org

PROCLAMATION

A CITY OF SHASTA LAKE CITY COUNCIL PROCLAMATION FOR
COMMUNITY ACTION MONTH, MAY 2023
WHEREAS, Community Action nationwide connects millions of children and families to greater opportunity, transforming their lives and making our communities – and our nation – stronger; and
WHEREAS, Shasta County Community Action Agency administers and provides local community-based programs and services to serve local low-income and vulnerable residents and meet self-sufficiency needs in the county; and
WHEREAS, Shasta County Community Action Agency served over 3334 families and individuals with short-term rental assistance, rental security deposits, utility assistance, and housing rehabilitation loans; administered a Homeless Management Information System for local agencies to track homeless services to effectively provide housing services; and partnered with several local, regional and state agencies to increase services at the local level to support low-income residents to reach self-sufficiency.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Shasta Lake do hereby proclaim the month of May 2023 as Community Action Month in Shasta Lake and declares the support for the Shasta County Community Action Agency.

Dated May 2, 2023 ________________________________
GREG WATKINS, Mayor
1 Report and Recommendations Reviewed and Approved

City Manager

AGENDA ITEM
City Council Meeting
TO: Jessaca Lugo, City Manager
FROM: Kathie Reid, Executive Assistant
DATE: 05/02/2023
SUBJECT: Outside Agency Donation Reports FY 2022-2023
FILE NO: F-200-060-000

RECOMMENDATION:

Presentations By:

Shasta Lake Garden Project
United way of Shasta County
Shasta Lake Chamber of Commerce

BACKGROUND
The City of Shasta Lake provides annual donations to various outside agencies for services that will be utilized towards the benefit of our community. Council has requested periodically to receive written/verbal reports on the expenditure status of the donated funds. Staff notified various agencies of the scheduled council meeting. These agencies will have a member report on the status of funding expenditures.

FISCAL IMPACTS:

None
ATTACHMENTS:

None
DISTRIBUTION:

City Council
2 MEETING OF THE CITY OF SHASTA LAKE CITY COUNCIL

MINUTES OF THE REGULAR MEETING
HELD TUESDAY, APRIL 18, 2023 AT THE
CITY COUNCIL CHAMBERS, 4488 RED BLUFF ST, SHASTA LAKE, CALIFORNIA

5:40 PM CLOSED SESSION CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION.

Significant exposure to litigation pursuant to subdivision (b) of California Government Code Section 54956.9. One potential case.
6 6:00 PM CALL TO ORDER - Regular Session
Mayor Watkins convened the regular meeting at 6:00 PM
Mayor Watkins announced that under Closed Session staff was given direction

OATH OF OFFICE AND SEATING OF NEWLY ELECTED COUNCIL MEMBER, TENA EISENBEISZ Council Members present: Eisenbeisz, Jones, Morgan, Powell, Watkins Council Members absent: none
Pledge & invocation

AWARDS AND RECOGNITIONS
PRESENTATIONS:

COMMISSION, COMMITTEE, AND OUTSIDE AGENCY REPORTS
Ann Morningstar reported on the Mosquito and Vector Control District and Shasta Lake Fire District.

Public Comment:

Jim Mark spoke regarding body-cameras and term-limits.

Tim Wright spoke about the Spirit Parkway, theft events, and water and electric rates.

Peggy Kline spoke about the need for more free disposal days.

CONSENT AGENDA

1. Acceptance of the Minutes of the April 4, 2023 regular meeting.

2. Resolution CC-2023-18 accepting the Toyon Water Plant Demolition Project and authorizing the filing of a Notice of Completion.

3. Resolution CC-2023-19 adopting a list of projects for fiscal year 2023-2024 funded by SB 1: The Road Repair and Accountability Act of 2017.

4. Resolution CC-2023-20 authorizing the City Manager to execute and submit grant and loan applications and related documents through the State Water Resources Control Board Clean Water State Revolving fund.
3 Minutes – April 18, 2023

5. Annual Resolutions for Deer Creek Manor Subdivision Assessment Districts:
a) Resolution CC-2021-21 Initiating Proceedings for the Levy and Collection of Assessments Commencing in fiscal Year 2023-24 of the Deer Creek Manor Landscaping and Lighting District and ordering the preparation of an Engineer’s Report in connection herewith.

b) Resolution CC-2023-22 Preliminarily Approving the Engineer’s Report Regarding Deer Creek Manor Landscaping and Lighting District and the Levy and Collection of Assessments Commencing with fiscal year 2023-24.
c) Resolution CC-2023-23 Declaring the City’s Intention to Order the Levy and Collection of Assessments Commencing in fiscal year 2023-24 of the Deer Creek Manor Landscaping and Lighting District and Appointing a Time and Place for the Public Hearing Protests. d) Resolution CC-2023-24 Initiating Proceedings for the Levy and Collection of Assessments Commencing in fiscal year 2023-24 of the Deer Creek Manor Drainage Maintenance District and ordering the preparation of an Engineer’s Report in connection herewith. e) Resolution CC-2023-25 Preliminarily Approving the Engineer’s Report Regarding the Deer Creek Manor Drainage Maintenance District and the Levy and Collection of Assessments Commencing with Fiscal Year 2023-24.
f) Resolution CC-2023-26 Declaring its Intention to Order the Levy and Collection of Assessments Commencing in Fiscal Year 2023-24 of the Deer Creek Manor Drainage Maintenance District and Appointing a Time and Place for the Public Hearing Protests.

Motion/Vote:

By motion made/seconded (Morgan/Powell), and carried, the consent agenda was approved.

PUBLIC HEARINGS None

REGULAR AGENDA

6. Discussion and possible action to appoint a new Planning Commissioner for a vacant seat with a term expiration February 2026. (taken out of order and placed after item 7) Motion/Vote:

By motion made/seconded (Tena/Powell), and carried, Resolution CC-2023-27 was approved, selecting Roy “Trey” Sherrell as the new Planning Commissioner.

7. Discussion and possible action on a Resolution accepting the results of the Water Utility Rate Study Update completed by Pace Engineering, Inc., direct staff to prepare public notification of the proposed rates in accordance with Proposition 218, and to set a public hearing for consideration of adoption of the proposed rates on June 20, 2023. (acted on before item 6) Public Comment:

Ann Morningstar, Don Mills, Charles Fleming, Mike Bingham, Daniel Ringwelski, Josh Watkins, Kristie Mathews, Don Pickells, Ken Kelstrom, and Jim Mark spoke in favor of a flat rate (no tiers).

Cheryle Yednek spoke in favor of water conservation, and finding a balance, not subsidizing high water uers. Jenny Seely spoke about water conservation and tree removal.

Motion/Vote:
4 Minutes – April 18, 2023
By motion made/seconded (Morgan/Eisenbeisz) to approve, the motion died with a 2-3 vote. Noes:

Jones, Powell, Watkins.

8. Discussion and possible action on a Resolution authorizing the City Manager to execute a contract with the McConnell Foundation to purchase up to 350 acre feet of water for $53.25 per acre foot for the 2023 water year.

Motion/Vote:

By motion made/seconded (Morgan/Eisenbeisz), and carried, Resolution CC-2023-28 was approved.

Noes: Powell and Watkins.

COMMUNICATIONS
Staff Comments
City Council Comments

ADJOURNMENT
With no further business, Mayor Watkins adjourned the meeting at 9:50 pm.

_____________________________
TONI M. COATES, CMC, City Clerk
5 CITY COUNCIL SPECIAL MEETING AGENDA April 18, 2023

CITY COUNCIL SPECIAL MEETING MINUTES

City Council Chambers
4488 Red Bluff Street
Shasta Lake. CA 96019
Tuesday, April 18, at 5:30 PM
Mayor: Greg Watkins
Vice Mayor: Janice Powell
Council Members: Tena Eisenbeisz, Justin Jones, Pamelyn Morgan 5:30 PM CALL TO ORDER – SPECIAL MEETING:

Call to order (please place electronic devices on silent) Statement for the record of Council Members present or absent

PUBLIC COMMENT IS LIMITED TO THE AGENDA ITEM
Jim Mark spoke regarding putting off the item until after future agenda item.

SPECIAL MEETING ITEM

1. Discussion and possible action to award a construction contract in the amount of $1,814,227.20 to Sunrise Excavating for the construction of the Ranchera Rd. Water Main Replacement Project and approve total expenditure for construction not to exceed $2,177,072.64.

MOTION/VOTE:

By motion made/seconded, and carried, Resolution CC-2023-17 was approved.

ADJOURN

Mayor Watkins adjourned the meeting at 5:45 PM.
6 Report and Recommendations 3
Reviewed and Approved

City Manager

AGENDA ITEM
City Council Meeting

TO: Jessaca Lugo, City Manager
FROM: Wendy Howard, Finance Director
DATE: April 24, 2023
SUBJECT: Cash & Investment Report for March 31, 2023

FILE NO: F-200-150-015

RECOMMENDATION:

Staff submits for approval the attached Cash & Investment Report for the period ending March 31, 2023.

BACKGROUND:

Effective January 1, 1996, California enacted into law Senate Bills 564 and 866, which outline standards and requirements regarding investment activities for local public agencies. Sound investment policies, conservative management of public funds, and quarterly reporting requirements to the governing body were the main focus of this legislation.

The law requires that the chief fiscal officer submit an investment report to the City Council (governing body) each quarter that consists of the following information:
 issuers (bank or institution)
 type of investment or description
 dollar amount
 interest rate
 market valuation
 percent of each investment within the overall portfolio  date of maturity
The source of the valuation of each investment is required to be reported to the City Council.

Additionally, a statement indicating the agency’s ability, or lack thereof, to meet the next six (6) months cash flow requirements is required.
7 Each of the criteria listed above has been addressed in the attached analysis of the cash and investments that the City held on March 31, 2023. The source of market valuations has been quoted from documents received from the bank or institution that is the issuer of each of the investments. If staff did not receive this information from the bank or institution, market value has been listed as equal to the carrying amount. Additionally, we have indicated whether funds are “restricted” for a particular purpose. Restricted funds are usually the amount of funds required to service the last debt service payment on a loan or funds for special projects (water improvement project and housing rehabilitation).

On an overall basis, the City of Shasta Lake should be able to meet its cash flow requirements for the next six months.

FISCAL IMPACTS:

None
ATTACHMENTS:
• City of Shasta Lake Cash & Investment Report
• Resolution for the approval of the March 31, 2023 Cash & Investment Report • Cash and Investment Notes
DISTRIBUTION:

City of Shasta Lake City Council
City of Shasta Lake Files
8 Market Date of
Bank or Institution Description Amount Interest Rate Valuation % of Portfolio Maturity Cornerstone Community Bank Checking Account $1,400,496 n/a $1,400,496 2.5314% n/a City of Shasta Lake Petty Cash $2,100 n/a $2,100 0.0038% n/a Wells Fargo Investments Investments $33,235,971 variable $33,351,030 60.2823% Varies State of California
LAIF-City $20,684,571 98.65% $20,299,616 36.6917% n/a
Shasta County Trustee
(Restricted) LAIF-County* $276,692 98.65% $271,543 0.4908% n/a Grand Total $55,599,830 $55,324,784 100%
CalPERS CERBT ** Retiree Health Benefit Trust $8,665,930 variable $8,665,930 n/a n/a CalPERS CEPPT ** Retiree Pension Benefit Trust $91,681 variable $91,681 n/a n/a *Restricted = Debt Service Reserve Requirements
** This is a portfolio investment and not a bank deposit. Each employer owns a percentage of the portfolio, and does not have direct ownership of the securities in the portfolio.

It is expected that the City of Shasta Lake will be able to meet its cash flow requirements for the next six months. ____________________________________ 31-Mar-2023
Wendy Howard Date
Finance Director
City of Shasta Lake
Analysis of Cash and Investments
March 31, 2023
9 RESOLUTION CC-2023-XX

A CITY OF SHASTA LAKE CITY COUNCIL RESOLUTION ACCEPTING THE QUARTERLY CASH AND INVESTMENT REPORT FOR THE PERIOD ENDING MARCH 31, 2023 WHEREAS, the Chief Fiscal Officer is required under Senate Bills 564 and 866 to provide a quarterly investment report to the City Council, and
WHEREAS, the report includes the issuers, type of investment or description, dollar amount, interest rate, market valuation, the percent of each investment within the overall portfolio, the date of maturity, and
WHEREAS, the source of the valuation of each investment has been quoted from documents received from the bank or institution that is the issuer of each of the investments and when not supplied the amount has been listed as equal to the carrying value, and WHEREAS, on an overall basis, the City of Shasta Lake will be able to meet its cash flow requirements for the next six months.

NOW, THEREFORE BE IT RESOLVED that the Shasta Lake City Council accepts the Quarterly Cash and Investment Report for the Period ending March 31, 2023 for review.

PASSED, APPROVED, AND ADOPTED this 2nd day of May, 2023, by the following vote:

AYES:

NOES:

ABSENT:

GREG WATKINS, Mayor
ATTEST:

TONI M. COATES, CMC
City Clerk
10 Cash Accounts Held at March 31, 2023
CCB Checking Account - The City’s checking account at Cornerstone Community Bank is primarily used to manage the day-to-day operations of the City.

Wells Fargo Advisors CD’s (Managed by Chandler) - The Wells Fargo account holds a mix of investments, which comply with California regulations. The yield on these investments varies.

Local Agency Investment Fund (LAIF)-City - LAIF is where the City keeps its idle cash for all funds. It’s essentially the City’s cash reserves and is necessary for liquidity. This type of account allows the City to deposit and withdraw funds a maximum of 15 transactions per month without fees or penalties.

LAIF-County - The County LAIF account is essentially a reserve fund for the debt service for the USDA sewer loan. This $5.6 million loan was used to finance the expansion of the wastewater treatment plant. The final payment on the bond is due December 2034. 11 Report and Recommendations 4
Reviewed and Approved
City Manager

AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Jessaca Lugo, City Manager
DATE: May 2, 2023
SUBJECT: Association of California Water Agencies board member nomination FILE NO.: W-100-668-610
RECOMMENDATION:

It is recommended that the City Council endorse the re-appointment of Water Utility Specialist Tony Thomasy for the position of board member for the Association of California Water Agencies (ACWA) Region 2.

BACKGROUND
Region 2 is comprised of seven counties including Butte, Colusa, Glenn, Shasta, Sutter, Tehama, and Yuba. The Association of California Water Agencies (ACWA) is very active within the water industry lobbying on behalf of all water utilities including the City of Shasta Lake (COSL). As a member of ACWA, COSL staff provides legislative letters, attends meetings and conferences to show its support.

FISCAL IMPACT
Minimal
12 RESOLUTION CC-2023-XX

A RESOLUTION OF THE CITY OF SHASTA LAKE CITY COUNCIL RE-APPOINTING

TONY THOMASY AS A MEMBER OF THE ASSOCIATION OF CALIFORNIA WATER AGENCIES REGION 2 BOARD
WHEREAS, The City Council of the City of Shasta Lake does encourage and support the participation of its members in the affairs of the Association of California Water Agencies (ACWA); and
WHEREAS, Water Utility specialist Tony Thomasy has indicated a desire to continue serving as a board member for ACWA Region 2:

NOW, THEREFORE, BE IT RESOLVED THAT the City of Shasta Lake City Council does place its full and unreserved support in the re-appointment of Tony Thomasy as a Board Member of ACWA Region 2. All expenses directly related to serving as an ACWA board member will be borne by the City of Shasta Lake.

PASSED, APPROVED, AND ADOPTED this 2
nd day of May 2023 by the following vote:

AYES:

NOES:

ABSENT:

GREG WATKINS, Mayor
ATTEST:

TONI M. COATES, CMC
City Clerk
13 Report and Recommendations 5 Reviewed and Approved

City Manager

AGENDA ITEM
City Council Meeting

TO: Mayor and City Council Members
FROM: James Takehara, Electric Utility Director
DATE: April 26, 2022
SUBJECT: Wildland Fire Protection Agreement with Cal Fire and Shasta Lake Fire Protection District Effective July 1, 2023- June 30, 2024 FILE NO: S-010-643-080

RECOMMENDATION:

Staff recommends the City Council adopt a resolution authorizing the City Manager to execute the Wildland Fire Protection Agreement (“WFPA”) with the California Department of Forestry and Fire Protection (“Cal Fire”) and the Shasta Lake Fire Protection District (“SLFPD”) for July 1, 2023 through June 30, 2024 (“Contract Term”).

BACKGROUND:

The City of Shasta Lake is required by State law to adopt a Wildfire Mitigation Plan (“WMP”) to minimize the risk of catastrophic wildfire caused by overhead electric assets. The most recent WMP was adopted by Resolution CC-2022-08. While most of the City Electric Department’s efforts are intended to prevent fire ignitions caused by overhead electrical equipment, supplementing fire response capabilities within the City and around the City’s electric assets is a strategic initiative to help prevent fire ignitions from becoming catastrophic events, regardless of cause or ignition source.

In March 2020, the City, in coordination with SLFPD, requested Cal Fire to prepare contract documents to facilitate supplemental fire protection personnel and resources to operate inside the City. Cal Fire responded to the City and SLFPD request by providing WFPA for consideration.

Each WFPA has a one-year term from July 1 to June 30. The City Council approved the first WFPA in 2020, and each year thereafter, with the most recent WFPA approved by Resolution CC-2022-46 for year ending June 30, 2023.
14 DISCUSSION:

City staff requested Cal Fire to prepare a WFPA for the Contract Term noted above. The coverage area in WFPA Exhibit E includes the same 3,708 acres that have City electric assets in areas with an “elevated risk” (a.k.a., “Tier 2”) of wildfire per a Cal Fire and California Public Utilities Commission threat assessment.

The WFPA would make Cal Fire resources available for incidents inside the coverage area immediately on dispatch, which is expected to substantially reduce the time for fire suppression personnel and resources to arrive on scene. WFPA Appendix B-1 identifies the Cal Fire resources that are part of the preplanned initial attack response for incidents inside the coverage area, which are listed below.

Risk
Level
Dozer Engines Chief
Officer
Hand
Crews
Copter Air
Attack
Air
Tanker
Low 0 2 1 0 0 0 0
Med 1 4 1 1 1 1 1
High 2 6 1 2 1 1 2
SUMMARY:

The City is required to adopt a Wildfire Mitigation Plan to reduce the risk of its overhead electric assets from causing a catastrophic wildfire. Increasing fire suppression capabilities within City boundaries is a strategic initiative intended to promote the goals and objectives of the City’s WMP.

Through the WFPA, substantial additional fire suppression resources are enabled to respond to fire incidents inside the coverage area within the City immediately upon dispatch, which could reduce the likelihood of a fire ignition from growing into a catastrophic event.

FISCAL IMPACTS:

The contract cost is expected to be approximately $151,400.00, which was included in the City Council approved budget for FY 2024 under cost code 520-320-5375 (Maintenance Agreements) for the cost of the WFPA for the Contract Term. The expected cost of the WFPA is based on a total protection rate of $40.83/acre, 3,708 covered acreage, and contingency. Both the $/acre rate and administrative surcharge are cost-based figures prepared by the State of California for Cal Fire personnel, equipment, and administrative costs.

ATTACHMENTS:

Resolution
Wildland Fire Protection Agreement
DISTRIBUTION:

City Council
15 RESOLUTION NO. CC-2023-xx

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE

AUTHORIZING THE CITY MANAGER TO EXECUTE

THE WILDLAND FIRE PROTECTION AGREEMENT

TO PROVIDE SUPPLEMENTAL FIRE PROTECTION SERVICES WITHIN THE CITY WHEREAS, the City Council approved the City’s current Wildfire Mitigation Plan, pursuant to SB901, by Resolution CC-2022-08; and
WHEREAS, enhancing fire response capabilities is a strategic initiative that can reduce the likelihood of a wildfire from growing to catastrophic proportions; and WHEREAS, the City Council adopted Resolution CC-20-16 authorizing the City Manager to formally request supplemental fire protection services from Cal Fire, coordinating with SLFPD, under which the City’s Electric Department negotiated with Cal Fire to identify areas of the City to include in the resulting Wildland Fire Protection Agreement (“WFPA”) coverage area to protect critical City infrastructure, including City transmission and distribution electric assets, which includes a total area of 3,708 acres; and
WHEREAS, the City Council approved Resolutions Resolution CC-2021-21 and CC-2022-46, for contract years ending June 30, 2022 and 2023, respectively; and WHEREAS, the City desires to be party to a WFPA with Cal Fire and SLFPD for the period of July 1, 2023 – June 30, 2024 (“Contract Term”).

NOW, THEREFORE, BE IT RESOLVED that the City of Shasta Lake City Council authorizes the City Manager to execute a WFPA on the City’s behalf for the Contract Term; provided that the WFPA is executed by both Cal Fire and SLFPD.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Shasta Lake held on May 2, 2022 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

_____________________________
GREG WATKINS, Mayor
ATTEST: _____________________________
TONI M. COATES, CMC
City Clerk
16 STATE OF CALIFORNIA
City of Shasta Lake
I, Toni M. Coates, of the City of Shasta Lake, State of California, hereby certify the above and foregoing to be a full, true and correct copy of a Resolution CC-2022-XX adopted by said City of Shasta Lake on this 18th day of January, 2022.
_______________________________
Toni M. Coates, CMC, City Clerk of the
City of Shasta Lake, State of California
By: ____________________________
Toni M. Coates, CMC, City Clerk
17 “The Department of Forestry and Fire Protection serves and safeguards the people and protects the property and resources of California.” State of California Natural Resources Agency
M e m o r a n d u m
To: Region Chiefs
Assistant Region Chiefs
Unit Chiefs
Unit Local Government Contacts
Date: January 25, 2023
Telephone: (916) 591-6523
Website: www.fire.ca.gov
From:

Subject:

Bret Gouvea
Deputy Director
Cooperative Fire Programs
California Department of Forestry and Fire Protection (CAL FIRE) HB 8500 Cooperative Fire Protection
Local Government Program
LRA Wildland Agreements
Cost-Per-Acre FY 2023-2024
The CAL FIRE Fire Protection Cost-Per-Acre for Wildland Agreements for FY 2023-2024 is $40.83 per acre. The Cost-Per-Acre includes a base rate of $36.45 per acre with an Administrative Rate of 12.01% or $4.38 per acre, resulting in a total protection rate per acre of $40.83.

This rate should be used to prepare new or amend existing wildland agreements with local agencies. Per Handbook 8500 policy, Section 8550-1 Agreement Renewal, it is required that a detailed map outlining the area covered by the agreement, in electronic GIS format, for all new or renewed agreements be submitted to the Sacramento Cooperative Fire Program.

Should you have questions or concerns, please contact David Scheurich at (916) 214-2550 for assistance.
cc:

David Scheurich
Melissa Gamer
Matthew Sully
Kerry Garcia
Chris Anthony
Joe Tyler







 





18 19
20 21
22 STATE OF CALIFORNIA

COOPERATIVE FIRE PROGRAMS

LOCAL RESPONSIBILITY AREA WILDLAND PROTECTION

REIMBURSEMENT AGREEMENT
LG-W REV 1/2023
AGREEMENT NUMBER 2CA06402
REGISTRATION NUMBER:

1. This Agreement is entered into between the State Agency and the Local Agency named below:

STATE AGENCY'S NAME
California Department of Forestry and Fire Protection – (CAL FIRE) LOCAL AGENCY’S NAME
City of Shasta Lake

2. The term of this Agreement is: July 1 2023 through June 30, 2024

3. The maximum amount of this Agreement is: $ 151,388.91 One Hundred and Fifty-One Thousand Three Hundred and EightyEight dollars and Ninety-One cents.

4. The parties agree to comply with the terms and conditions of the following exhibits which are by this reference made a part of the Agreement.

Exhibit A – Scope of Work – Includes page 2 (contact page) in count for Exhibit A 2 pages Exhibit B – Budget Detail and Payment Provisions 2 pages Exhibit C* – General Terms and Conditions; DGS GTC Version: 04/2017 0 pages Exhibit D – Special Terms and Conditions (Attached hereto as part of this Agreement) 1 pages Exhibit E – Additional Provisions 16 pages
*Items shown with an Asterisk (*), are hereby incorporated by reference and made part of this Agreement as if attached hereto.

General Terms and Conditions can be viewed at: http://www.dgs.ca.gov/ols IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto.

LOCAL AGENCY California Department of General
Services Use Only LOCAL AGENCY’S NAME
City of Shasta Lake
BY (Authorized Signature) DATE SIGNED(Do not type)


PRINTED NAME AND TITLE OF PERSON SIGNING
Jessaca Lugo, City Manager Roger Moses, Fire Chief

ADDRESS
4477 Main St 4126 Ashby Rd
Shasta Lake, CA 96019 Shasta Lake, CA

STATE OF CALIFORNIA

AGENCY NAME
California Department of Forestry and Fire Protection
BY (Authorized Signature) DATE SIGNED(Do not type)


PRINTED NAME AND TITLE OF PERSON SIGNING
Matthew Sully, Assistant Deputy Director, Cooperative Fire ADDRESS P.O. Box 944246, Sacramento, CA 94244-2460
23 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
- 2 -

EXHIBIT A

COOPERATIVE FIRE PROGRAMS

AGREEMENT FOR PROTECTION OF WILDLANDS WITHIN LOCAL AGENCY RESPONSIBILITY AREA

1. The project representatives during the term of this Agreement will be:

CAL FIRE Unit Chief: Local Agency: City of Shasta Lake
Name: Sean Ohara Name: Jessaca Lugo
Phone: 530-225-2418 Phone: 530-275-7411
Fax: 530-225-2514 Fax: 530-275-7414
All required correspondence shall be sent through U.S. Postal Service by certified mail and directed to:

CAL FIRE Unit Chief: Sean Ohara Local Agency: City of Shasta Lake Section/Unit: Shasta-Trinity Section/Unit: City Manager Attention: Attention: Jessaca Lugo
Address: 875 Cypress Ave Address: 4477 Main St
Shasta Lake, CA 96019
Phone: Redding, CA 96001 Phone: 530-275-7411
Fax: 530-225-2514 Fax: 530-275-7414
Send an additional copy of all correspondence to:

CAL FIRE
Cooperative Fire Services
P.O. Box 944246
Sacramento, CA 94244-2460

2. AUTHORIZATION
This Agreement is entered into this 1st day of July, 2023, by and between the State of California, hereinafter called STATE and City of Shasta Lake and Shasta Lake Fire Protection District, County of , State of California, hereinafter called Local Agency through its duly authorized officers. As used herein, Director shall mean Director of the California Department of Forestry and Fire Protection (CAL FIRE). Where the standard clauses for example in Exhibit C, use the word “Contractor” that word shall mean LOCAL AGENCY as LOCAL AGENCY is used in this Agreement.

Section 4142 of the Public Resources Code provides that the Director may enter into cooperative Agreements with local jurisdictions for the purpose of providing wildland fire protection.

3. SCOPE OF WORK
LOCAL AGENCY has the responsibility for protection of life, property, and wildland areas comprising 3708 acres of land as indicated on the map included under Exhibit E and desires to contract with the STATE to provide wildland fire protection to said area.

STATE has the ability to provide wildland fire protection for said area, of the type and degree, which it now provides on adjacent State Responsibility Areas. 24 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
- 3 -

4. SERVICES BY STATE
A. STATE shall provide wildland fire protection for the areas defined in the above section.

B. For those areas, which are adjacent to State Responsibility Area, STATE will provide wildland fire protection at the same level of service it now provides on adjacent State Responsibility Area.

C. For those areas (islands), which are not adjacent to State Responsibility Area, the wildland fire protection provided by the STATE will be limited to those resources identified in the preplanned wildland response for the respective area. Any resources beyond those specified in the preplanned wildland response are assistance by hire and the financial responsibility of the LOCAL AGENCY.

5. ADMINISTRATION
A. LOCAL AGENCY agrees that STATE may dispatch fire protection resources available under this Agreement to other areas of the state when needed at the sole discretion of STATE.

B. STATE response will be subject to availability of resources.

C. Incident Management within the contract area shall conform to current Incident Command System criteria for Unified Command.

D. STATE and LOCAL AGENCY shall, through established dispatch procedures, immediately notify each other of any fire incident within the contract area.

6. MUTUAL AID
LOCAL AGENCY shall provide mutual aid response into the contract area for wildfires. Structural fire protection remains the jurisdictional and financial responsibility of LOCAL AGENCY.

7. ENTIRE AGREEMENT
This Agreement contains the whole Agreement between the parties. It cancels and supersedes any previous Agreement for the same or similar services.
25 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
- 4 -

EXHIBIT B

BUDGET DETAIL, INVOICING, PAYMENT AND RECONCILIATION

1. Invoicing and Payment:

A. LOCAL AGENCY shall pay STATE for providing said protection at the rate of 40.83 per acre, plus an 12.01% administrative charge for a total of $151,388.91 upon presentation of an invoice by STATE. The rate per acre and administrative charge will be calculated by STATE prior to January 1, of each year and annually thereafter, for the succeeding fiscal year subject to approval by LOCAL AGENCY. This Agreement shall be amended each fiscal year to reflect new rates.

B. STATE shall provide thirty (30) day written notice to LOCAL AGENCY of the cost per acre and the administrative charge to be assessed for each subsequent fiscal year during the term of this Agreement; LOCAL AGENCY shall have thirty (30) days to approve said rate; if written approval is not received by STATE within said period, STATE’s obligations hereunder shall terminate; LOCAL AGENCY shall be liable for all amounts due up to and including the date of such termination.

C. To minimize the need for reconciliation payment is expected in full after the LOCAL AGENCY receives the STATE invoice. Payments made by the LOCAL AGENCY will cover the protection rate per acre and the administrative charge for the protection services rendered by STATE and including any other costs as provided herein, giving credit for all payments made by LOCAL AGENCY and claiming the balance due to STATE, if any, or refunding to LOCAL AGENCY the amount of any overpayment.

2. Budget Contingency Clause
A. If the LOCAL AGENCY’s governing authority does not appropriate sufficient funds for the current year or any subsequent years covered under this Agreement, which results in an inability to pay the STATE for the services specified in this Agreement, the LOCAL AGENCY shall promptly notify the STATE and this Agreement will terminate pursuant to the notice periods required herein.

B. If funding for any fiscal year is reduced or deleted by the LOCAL AGENCY for purposes of this program, the LOCAL AGENCY shall promptly notify the STATE, and the STATE shall have the option to either cancel this Agreement with no liability occurring to the STATE, or offer an agreement amendment to LOCAL AGENCY to reflect the reduced amount, pursuant to the notice terms herein
C. If the STATE Budget Act does not appropriate sufficient funds to provide the services for the current year or any subsequent years covered under this Agreement, which results in an inability to provide the services specified in this Agreement to the LOCAL AGENCY, the STATE shall promptly notify the LOCAL AGENCY, and this Agreement will terminate pursuant to the notice periods required herein.
26 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
- 5 -
D. If funding for any fiscal year is reduced or deleted by the STATE Budget Act for purposes of this program, the STATE shall promptly notify the LOCAL AGENCY, and the LOCAL AGENCY shall have the option to either cancel this Agreement with no liability occurring to the LOCAL AGENCY, or offer an agreement amendment to LOCAL AGENCY to reflect the reduced services, pursuant to the notice terms herein.

E. Notwithstanding the foregoing provisions in paragraphs A and B above, the LOCAL AGENCY shall remain responsible for payment for all services actually rendered by the STATE under this Agreement regardless of LOCAL AGENCY funding being reduced, deleted or not otherwise appropriated for this program. The LOCAL AGENCY shall promptly notify the STATE in writing of any budgetary changes that would impact this Agreement.

F. LOCAL AGENCY and STATE agree that this Budget Contingency Clause shall not relieve or excuse either party from its obligation(s) to provide timely notice as may be required elsewhere in this Agreement.
27 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
- 6 -

EXHIBIT D

SPECIAL TERMS AND CONDITIONS

1. Cancellation
Failure of either party to meet any of the terms and conditions of this Agreement, including nonpayment of monies due hereunder, shall be cause for the termination of this Agreement; such termination shall become effective upon written receipt of 30 day notice of cancellation.

2. Audit
If the Agreement is over $10,000, the parties shall, in accordance with Government Code Section 10532, be subject to examination and audit of the State Auditor General for a period of three (3) years after final payment under the Agreement. Examination and audit shall be confined to those matters connected with performance of the Agreement including, but not limited to, cost of administering the Agreement The Contractor warrants by execution of this Agreement, that no person or selling agency has been employed or retained to solicit or secure this Agreement upon Agreement or understanding.

3. Operating Plan
Prior to April 1 of each year, STATE and LOCAL AGENCY shall establish a joint Operating Plan for the contract area, which shall be attached after Exhibit E. If LOCAL AGENCY received its structural fire protection from another local agency, the local agency providing the structural fire protection must be party to the Operating Plan.

4. Extension of Agreement
Unless there is written notice by LOCAL AGENCY to terminate this Agreement STATE shall extend this Agreement for a single one-year period from the original termination date. The cost of services provided by STATE during the extended period shall be based upon the rates published for the fiscal year in which the extended period falls had a new Agreement been entered into.

5. Modification
This Agreement may be amended at any time by written mutual consent of the parties hereto.

6. Indemnification
Each party, to the extent permitted by law, agrees to indemnify and hold harmless the other party, its officers, agents, and employees from any and all claims and losses accruing or resulting to any person, firm or corporation who may be injured or damaged by the indemnifying party. 28 Contractor Name: City of Shasta Lake
Contract No: 2CA06402
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EXHIBIT E

ADDITIONAL PROVISIONS
Attachments
Budget Plan
Topographic Map
Operating Plan
Annual Report
29 Contract Name City of Shasta Lake
2CA06409
P a g e | 12

Wildland Operating Plan
Between
The City of Shasta Lake
and
Shasta Lake Fire Protection District
and
CAL FIRE / Shasta Trinity Unit
July 1, 2023 to June 30, 2024
30 Contract Name City of Shasta Lake
2CA06409
P a g e | 13

OPERATING PLAN

TABLE OF CONTENTS

1. OVERVIEW .......................................................................................................................... 14

2. AUTHORITY ........................................................................................................................ 14

3. PURPOSE ............................................................................................................................ 14

4. DEFINITIONS AND RESTRICTIONS ...................................................................................... 14

5. PROCEDURES ...................................................................................................................... 15

6. ADMINISTRATION .............................................................................................................. 16

7. FIRE PREVENTION .............................................................................................................. 16

8. APPROVAL .......................................................................................................................... 20 31 Contract Name City of Shasta Lake
2CA06409
P a g e | 14

OPERATING PLAN

1. OVERVIEW
This Operating Plan, hereinafter referred to as PLAN, is between the California Department of Forestry & Fire Protection, Shasta Trinity Unit, hereinafter referred to as CAL FIRE and the City of Shasta Lake, Shasta Lake Fire Protection District, hereinafter referred to as CITY. It has been developed to specifically address the Agreement for Protection of Wildlands within a Local Agency, hereinafter referred to as Agreement, Between CAL FIRE and CITY for wildland fire protection within the city limits.

2. AUTHORITY
The PLAN is required of both CAL FIRE and CITY as part of the AGREEMENT dated July 1, 2023. SLFPD shall perform all requirements and assumes all operational obligations of the Contract that are assigned to the CITY, except for the Contract requirements of Exhibit B which shall be the obligation of the City of Shasta Lake.

3. PURPOSE
This PLAN will provide the Unit Chief of CAL FIRE and the Fire Chief of CITY a means for executing the AGREEMENT and is hereby attached as Exhibit B with appendices B-1 and B-2 to that AGREEMENT.

4. DEFINITIONS AND RESTRICTIONS
See AGREEMENT for definitions and descriptions of general terms. This PLAN does not allow either agency to operate outside the limitations in the AGREEMENT. 32 Contract Name City of Shasta Lake
2CA06409
P a g e | 15

5. PROCEDURES
A. Fire Reports – Each agency will process their appropriate reports and make the information available, upon request of the other agency, in no more than 60 days.

B. Incident Management – The Incident Command System (ICS) will be used to manage wildfires within the area of the AGREEMENT. Unified Command will be implemented with a CAL FIRE representative and a CITY representative.

C. Fires within the area of the AGREEMENT- Each agency will maintain a preplanned initial attack response (PIAR) for fires within the area of the AGREEMENT. See Appendices B-1 and B-2. CAL FIRE resources will be ordered according to the terms of the AGREEMENT through the Redding Emergency Command Center (ECC). Any augmentation of the preplanned CAL FIRE Response, with CAL FIRE resources, shall be authorized by both the CAL FIRE Incident Commander and Agency Representative.

Augmentation of the preplanned response may require a post incident audit. The audit will seek to demonstrate that adjacent CAL FIRE Direct Protection Areas (DPA’s) were threatened, or that the augmentation was justified on a cost efficiency basis. Local government and private resources will be ordered through the ECC to ensure proper utilization of the Master Mutual Aid Agreement.

D. Mutual Aid – All initial attack resources will be considered mutual aid for the purpose of this AGREEMENT.

E. Initial Attack – Initial attack resources will always be based on the closest resources concept identified in the PIAR. See Appendices B-1 and B-2.

F. Extended Attack- Resources will be allocated and ordered utilizing either MMA, CFMA, or CFAA through a single ordering point with the Unified Command in agreement.

G. Fire Information: Unified Command –

1. Both agencies will enter into a unified command structure to manage the incident by establishing a common set of incident objectives and strategies. This will be accomplished without losing or abdicating agency authority, responsibility, or accountability. A Unified Ordering Point, Redding ECC, will be utilized. 33 Contract Name City of Shasta Lake
2CA06409
P a g e | 16

2. Representatives of both agencies will meet as needed to discuss procedures governing and locations of potential Information Centers. Both agencies will strive to maintain a roster of certified Public Information Officers for use during emergencies.

3. The Unified Command will determine which agency will provide the Lead Information Officer. Normally, it will be the agency with the greatest commitment of resources on the incident.

H. Representatives of CAL FIRE and CITY, of the rank of Battalion Chief or higher, may order additional resources directly from the ECC when an immediate need arises. These resources may include engines, fire crews and bulldozers in accordance with the AGREEMENT. Resources sent in response to these requests will conform to the closest resource concept. All aircraft will be directly ordered or approved by a CAL FIRE representative.

6. ADMINISTRATION
The CAL FIRE Unit Chief and CITY Fire Chief, or their designees, along with representatives from the CAL FIRE ECC will meet annually to discuss, review, and update the following items; procedures for reporting fires, procedures to dispatch resources to fires within the area of the AGREEMENT, procedures to dispatch resources to fires along the boundaries of the area of the AGREEMENT, and exchange general or specific information which might affect the other agency.

The current or updated plan will be approved by and go into effect on July 1st annually and reflect the upcoming FY rates and AGREEMENT costs.

7. FIRE PREVENTION
A. POLICY
All fire prevention activities conducted on lands within the area of the AGREEMENT will be consistent with both agencies guidelines. The CITY will be expected to conduct a year-round, aggressive fire prevention program using guidelines within the CAL FIRE Handbook 9000 and City Fire Prevention Guidelines. This will include, but is not limited 34 Contract Name City of Shasta Lake
2CA06409
P a g e | 17
to, annual analysis and planning sessions to generate an active fire prevention plan. CAL FIRE may assist the city with the Fire Prevention Program.

1. Public Information Program – This will include all types of fire prevention news releases through available media. Other methods will include public meetings, fairs, rodeos, parades, service clubs, and a regular schedule of school programs for all grades.

2. Protection/Planning Issues – Although the responsibility for enforcing fire safe ordinances pertaining improvements in wildland areas within the city limits is the responsibility of CITY, a CAL FIRE representative will be available upon request to comment on these issues and assist in the enforcement of related ordinances.

3. Hazard Reduction Inspections
a. Home Inspection – CAL FIRE may assist CITY with enforcement of Public Resource Code (PRC) sections 4291, 4446, 4442, and 4123 when applicable. b. Power Line Inspections – CAL FIRE may assist the CITYs inspection of power lines over 750 volts using PRC 4292 and 4293 as a guide.

4. Fire Investigation
a. Fire cause and origin will be the responsibility of the CITY, CAL FIRE may assist B. RESPONSIBILITY
CAL FIRE and CITY personnel will, in the performance of their duties, give full consideration to the prevention of fires and public education. The CITY will allow staff to establish attainable fire prevention goals, CAL FIRE may assist with these goals.

C. EXISTING AND PROJECTED DEMMAND
Fire Prevention and suppression are the primary roles for both agencies. If the demand for services increases in the future, both agencies will develop more intensive programs.

Fire protection and prevention will be influenced by the following factors:

1. Increased recreational use.
35 Contract Name City of Shasta Lake
2CA06409
P a g e | 18

2. Increased residential and commercial development.

3. Increased utilization of vacation residences.

4. Industrial activity.

D. OBJECTIVES
The primary objective of the fire prevention plan is the reduction of fire suppression expenditures and damages from human-caused fires. The secondary objective is a current and comprehensive public education program for fire safety awareness and code enforcement.

E. RECOMMENDED ACTIONS
Both agencies will actively pursue public awareness programs through the following:

1. Public Education
a. School programs, ages K-12
b. Roadside sign program
c. Timely newspaper articles concerning fire awareness
d. Attendance at various local events which lend themselves to fire prevention displays.

2. Code Enforcement
a. Active PRC 4291 home inspection program in target areas, CAL FIRE may assist within the CITY.
b. Enforcement of the Fire Safe Ordinances as they apply to construction in Fire Hazard Severity Zones (FHSZ). CAL FIRE will take an advisory role with the CITY Fire Marshal within the areas of the AGREEMENT.

F. FUEL MODIFICATION
Both agencies will continue to encourage individual property owners and property owner associations to establish and maintain a healthy fuel complex through the following:

1. Prescribed burning through available programs.

2. Fuel modification using mechanized systems, fire crews, and local resources.

3. Biomass programs to control stems per acre, and remove dead and down materials. 36 Contract Name City of Shasta Lake
2CA06409
P a g e | 19
G. BURNING PERMITS
Burning permits are to be required in the city limits and will be consistent with those guidelines established in adjacent areas. This will provide consistency in the burn hours and any controls needed for the overall program.

1. Burning Permit Issuance
The CITY has the responsibility of issuing burn permits within the city limits and the area of the AGREEMENT. Both agencies will agree to and establish burn permit guidelines by April 1 of each year. The guidelines will follow those established by CAL FIRE to ensure consistency in the burn programs in both the city and areas adjacent to CAL FIRE.

2. Suspension of Permit Procedures
The suspension of burning permits in the area of the AGREEMENT will be directly related to the burning permit suspension procedures outside the area of the AGREEMENT to ensure area wide consistency. Suspensions will be based on input from CAL FIRE.

H. MONITORING AND EVALUATION
Periodic monitoring and evaluation of the PLAN will provide the opportunity to make orderly and timely amendments and revisions of the PLAN. Monitoring will determine if the:

1. PLAN is being followed.

2. PLAN objectives are being met

3. PLAN is achieving desired results
37 Contract Name City of Shasta Lake
2CA06409
P a g e | 20

APPROVAL
This PLAN is approved and authorized as Exhibit B Attachment 3 of the AGREEMENT between CAL FIRE and CITY:

FOR CAL FIRE: FOR CITY:

California Department of Forestry City of Shasta Lake
& Fire Protection 4477 Main St
Shasta Trinity Unit Shasta Lake, CA 96019
875 Cypress Ave
Redding, CA 96001
_________________________ __________________________
Sean Ohara, Unit Chief Jessaca Lugo, City Manager
_________ Date _________Date

Shasta Lake Fire Protection District
4126 Ashby Rd
Shasta Lake, CA 96019

Roger Moses, Fire Chief
_________Date
38 Contract Name City of Shasta Lake
2CA06409
P a g e | 21

PREPLANNED INITIAL ATTACK RESPONSE

CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION

CITY OF SHASTA LAKE WILDLAND FIRE PROTECTION AGREEMENT
Dozer Engines
Chief
Officer
Hand
Crews Copter
Air
Attack
Air
Tanker
Low 0 2 1 0 0 0 0
Med 1 4 1 1 1 1 1
High 2 6 1 2 1 1 2
Station Proximity1 Air Attack

1. Battalion 7 CAL FIRE/SHU 1. Redding

2. Battalion 5 CAL FIRE/SHU 2. Chico

3. Battalion 4 CAL FIRE/SHU Bulldozers

1. Shasta
Hand Crews

1. Sugar Pine 2. Redding

2. Trinity River 3. Burney
Copters

1. Vina

2. Bieber

3. Trinity Center
CAL FIRE resources dispatched to the area within the CITY limits covered by the Wildland Fire Protection Agreement
APPENDIX B-1
1Depends upon the actual location of the incident
39 Contract Name City of Shasta Lake
2CA06409
P a g e | 22

PREPLANNED INITIAL ATTACK RESPONSE

SHASTA LAKE FIRE PROTECTION DISTRICT

CITY OF SHASTA LAKE WILDLAND FIRE PROTECTION AGREEMENT

ENGINES OFFICER
Low 1 1
Med 1 1
High 1 1
Minimum response of CITY resources.

APPENDIX B-2
40 ¯
City of Shasta Lake
2CA06409
Copyright:© 2013 National Geographic Society, i-cubed
3518 Acres
190 Acres
Shasta Lake City Limits Total acres of proposed area = 3,708 Labels inside each area represents Proposed CSL WildlandAgreement 0 0.25
Miles

0.5 1
acres represented by the polygon.
1:24,000
Page
10 41
Report and Recommendations 6 Reviewed and Approved

City Manager

AGENDA ITEM
City Council Meeting

TO: Jessaca Lugo, City Manager
FROM: Wendy Howard, Finance Director
DATE: April 26, 2023
SUBJECT: FY2022-23 Payrate Schedule
FILE NO: P-100-099-070

RECOMMENDATION:

Staff respectfully submits for approval and adoption the fiscal year 2022-23 Payrate Schedule for all Regular Full-time and Regular Part-time position titles and classifications.

BACKGROUND:

CalPERS requires that agencies have a payrate schedule that has been duly approved and adopted by the employer’s governing body in accordance with requirements of applicable public meetings laws. Therefore, staff is presenting the FY2022-23 payrate schedule for approval and adoption. This schedule may still change, pursuant to the IBEW MOU agreement. The delay in presenting this schedule was due to outstanding issues with the IBEW MOU, namely the continuing MOU negotiations of Redding with its Electric divisions. Our Electric payrates have the potential to change depending on the outcome of those negotiations. If those negotiations result in an MOU before the end of the fiscal year, 6/30/2023, then we may bring a revised schedule back to Council.

This schedule includes changes from the 2021-22 schedule, approved by Council on 6/7/2022, as noted below:
- Added Permit Center Manager & Deputy City Clerk (mid-year) - Added Senior Building Inspector (mid-year)
- Modified Executive Assistant from Classified to Exempt (mid-year) - Added step to Animal Control Officer – Supervisor (included in budget) - Added Chief Water Treatment Plant Operator (included in budget) - Appropriate COLAs (included in budget)
42 FISCAL IMPACTS:

None
ATTACHMENTS:
• Resolution adopting the revised FY2022-23 Payrate Schedule • Exhibit A – FY2022-23 Payrate Schedule
DISTRIBUTION:

City of Shasta Lake City Council
43 RESOLUTION CC-2023-xx

A SHASTA LAKE CITY COUNCIL RESOLUTION APPROVING AND ADOPTING THE FISCAL YEAR 2022-23 PAYRATE SCHEDULE FOR REGULAR FULL-TIME AND REGULAR

PART-TIME POSITION TITLES AND CLASSIFICATIONS
WHEREAS, the City of Shasta Lake has a payrate schedule identifying the base pay rate, and time base (monthly and hourly) for all Regular Full-time and Regular Part-time position titles and classifications in the City, including the effective date and the date of any revisions; and, WHEREAS, the City of Shasta Lake’s payrate schedule identifies the position title for every employee position; and,
WHEREAS, the City of Shasta Lake’s payrate schedule is immediately accessible and available for public review during normal business hours and on the City’s internet website, and is retained by the City for public inspection for not less than five years; and, NOW, THEREFORE, BE IT RESOLVED that the Shasta Lake City Council hereby approves and adopts the attached Payrate Schedule (Exhibit A) effective July 1, 2022, for Regular Full-Time and Regular Part-Time position titles and classifications.

PASSED, APPROVED, AND ADOPTED this 2nd day of May, 2023, by the following vote:

AYES:

NOES:

ABSENT:

GREG WATKINS, Mayor
ATTEST:

TONI M. COATES, CMC
City Clerk
44 Mid-year changes:

Bargaining
Position Titles / Classifications Unit x Hourly Payrate x Monthly Payrate x Hourly Payrate x Monthly Payrate x Effective Date Account Clerk I T 4,335 25.01
Account Clerk II T 4,715 27.20
Accounting Technician M 32.18 5,578
Administrative Assistant T 4,510 26.02
Animal Control Officer T 4,318 24.91
Animal Control Officer-Supervisor M 29.55 5,122 31.03 5,379 Effective 11/23/2022 Assistant City Engineer M 64.87 11,244
Assistant Electric Director M 82.08 14,227
Associate Civil Engineer M 57.44 9,956
Building Inspector T 6,105 35.22
Building Inspector / Code Enforcement Officer T 6,105 35.22 Building Official M 50.05 8,675
Chief Water Treatment Plant Operator M 9,362 54.01 55.09 9,549 Effective 11/14/2022 City Clerk M 47.79 8,284
City Engineer M 76.43 13,248
City Manager M 88.65 15,366
Code Enforcement Officer T 4,800 27.69
Community Economic Development Manager M 46.58 8,074
Computer Aided Drafter/Technician T 4,701 27.12
Development Services Technician I T 3,581 20.66
Development Services Technician II T 4,110 23.71
Development Services Technician III T 4,510 26.02
Electric Leadworker I 66.67 11,556
Electric Lineman I 62.02 10,750
Electric Operations Manager M 82.08 14,227
Electric Troublemen I 64.91 11,251
Electric Utilities Director M 101.30 17,559
Engineering Technician II T 36.98 6,410
Equipment Mechanic T 32.10 5,564
Equipment Mechanic Lead Worker T 34.18 5,925
Executive Assistant M 28.09 4,869 31.00 Effective 3/20/2023 5,373 Finance & General Services Manager M 47.79 8,284
Finance Director M 67.64 11,724
Fuel Reduction Coordinator M 42.97 7,449
GIS Program Coordinator M 47.47 8,228
Janitor/Maintenance Worker T 16.60 2,877
Line Staking Technician I 49.62 8,601
Meter Reader T 24.45 4,238
Meter Reader/Service & Warehouse Worker T 31.01 5,375
Operator in Training T 27.19 4,713
Permit Center Manager & Dep City Clerk M 31.00 5,373
Planning Manager M 67.94 11,776
Planning Technician T 21.44 3,716
Public Works Director / Engineer M 70.67 12,249
Public Works Equipment Operator T 33.60 5,824
Public Works Lead Worker T 36.64 6,351
Public Works Maintenance Worker I T 27.15 4,706
Public Works Maintenance Worker II T 30.49 5,285
Public Works Parks Maintenance Worker I T 23.49 4,072
Public Works Superintendent - Wastewater M 58.46 10,133 Public Works Supervisor M 53.47 9,268
Secretary Clerk T 20.78 3,602
Senior Building Inspector M 36.98 6,410
Senior Mechanic T 37.65 6,526
Senior Planner M 47.02 8,150
Senior Wastewater Treatment Plant Operator T 41.12 7,127 Senior Water Treatment Plant Operator T 41.12 7,127
Utility Manager M 36.03 6,245
Wastewater Treatment Plant Operator I T 31.42 5,446
Wastewater Treatment Plant Operator II T 35.67 6,183
Water Treatment Plant Operator I T 31.42 5,446
Water Treatment Plant Operator II T 35.67 6,183
Water Utility Specialist M 58.46 10,133
City of Shasta Lake
Payrate Schedule
Effective 7/1/2022
Approved 5/2/2023
Effective 7/1/2022
45 46
47 48
49 50
51 52
53 54
55 56
57 58
59 60
61 62
Report and Recommendations 8 Reviewed and Approved

City Manager

AGENDA ITEM
City Council Meeting

TO: Jessaca Lugo, City Manager
FROM: Wendy Howard, Finance Director
DATE: April 24, 2023
SUBJECT: Deer Creek Manor Subdivision Assessment Districts Public Hearing FILE NO: A-150-700-134

RECOMMENDATION:

Staff recommends City Council conduct a public hearing for both the Landscaping and Lighting District (LLD) and Drainage Maintenance District (DMD) for the Deer Creek Manor Subdivision:

For each District separately, consider adopting the attached resolutions:

1. Approve the Final Engineer’s Report;

2. Order the Levy and Collection of Assessments.

BACKGROUND:

As a condition of approval of the Deer Creek Manor Subdivision, designated open space, neighborhood parks, and retention/detention facilities must be maintained by a homeowner’s association or other funding/maintenance mechanism acceptable to the City. The Developers opted to establish a Landscaping and Lighting District (LLD) and Drainage Maintenance District (DMD) for this purpose. On July 19, 2007, Council adopted Resolutions legally establishing these districts.

Landscape and Lighting District
The District was formed pursuant to the provisions of the Landscaping and Lighting Act of 1972 (Section 22500 et seq. of the California Streets and Highways Code). The attached Engineer’s Report describes the District, the improvements, and the maximum amount for assessments to be levied against the properties commencing in fiscal year 2023-24, and the proposed applied rate for the fiscal year 2023-24.
63 The District provides for the continued operation and maintenance of street lighting, medians, parkways, slopes, open spaces and drainage basins. The attached Engineer’s Report provides items that may be included.

The maximum amount of the per-parcel assessment for this District is $548.98. However, the applied rate for fiscal year 2023-24 is $255.00, the same as the prior year.

Drainage Maintenance District
This District was formed pursuant to the provisions of the Benefit Assessment Act of 1982 (Section 54703 et seq. of the California Government Code). The attached Engineer’s Report describes the District, the improvements, and the maximum amount for the assessments to be levied against properties commencing in fiscal year 2023-24.

The District provides for the continued operation and maintenance of drainage and flood control facilities. The attached Engineer’s Report provides items that may be included in this District.

The maximum amount of the per-parcel assessment for this District is $522.04 for the parcels.

The applied rate for fiscal year 2023-24 is $36.14, the same as the prior year.

ENGINEER’S ANNUAL LEVY REPORT
Attached are the Engineer’s Reports for the LLD and DMD. The reports summarize the improvements, budgets, parcels, amounts to levy, and maximum allowable per parcel amounts of the assessments for fiscal year 2023-24.

FISCAL IMPACTS:

None.

ATTACHMENTS:
• Resolutions for both the Landscaping and Lighting and Drainage Maintenance District Approving the Engineer’s Report for Fiscal Year 2023-24 • Engineer’s Reports on the Landscaping and Lighting District • Engineer’s Reports on the Drainage Maintenance District DISTRIBUTION:

City of Shasta Lake City Council
64 RESOLUTION NO. CC-2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE, COUNTY OF SHASTA, STATE OF CALIFORNIA APPROVING THE ENGINEER’S

REPORT FOR DEER CREEK MANOR LANDSCAPING AND LIGHTING DISTRICT

AND THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN SUCH DISTRICT FOR FISCAL YEAR 2023/2024 AND CONFIRMING DIAGRAMS AND ASSESSMENTS PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF THE

CALIFORNIA STREETS AND HIGHWAYS CODE AND AS PROVIDED BY ARTICLE

XIII D OF THE CALIFORNIA CONSTITUTION
WHEREAS, the City Council by its Resolution No. CC-2023-21 initiated proceedings, and by its Resolution No. CC-2023-23 declared its intention to levy annual assessments for the Deer Creek Manor Landscaping and Lighting District (hereinafter referred to as the "District"), and to levy and collect assessments against lots and parcels of land within such District pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (hereinafter referred to as the “Act”), to pay for the costs and expenses of operating, maintaining and servicing ornamental structures, landscaping and appurtenant facilities located within public places within the boundaries of the District; and
WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council, a report in connection with the annual levy of assessments against lots and parcels of land within the District, and the City Council did by previous resolution approve such report (hereinafter referred to as the “Engineer’s Report”); and
WHEREAS, the City Council desires to levy and collect assessments against lots and parcels of land within the District for the fiscal year commencing July 1, 2023 and ending June 30, 2024, to pay for the costs and expenses of operating, maintaining and servicing turf, ground cover, shrubs, trees, irrigation, lighting systems, entry monuments, walls, drainage systems, park facilities, and associated appurtenances, located in public places within the boundaries of the District; and
WHEREAS, a mailed ballot election in connection with the levy of assessments within the District was not required in accordance with Article XIII D of the California Constitution.

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

Section 1. Following notice duly given, the City Council has held a full and fair public hearing regarding its Resolution No. CC-2023-xx, the Engineer's Report prepared in connection with the District and the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons.

Section 2. The City Council hereby finds that a majority protest does not exist as defined in Section 4(e) of Article XIII D of the California Constitution with respect to the District. 65 All oral and written protests and objections to the annual levy of assessments for the District and the proposed collection of assessments are hereby overruled by the City Council.

Section 3. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, and other reports and information, the City Council hereby finds and determines with respect to the District included in the Engineer’s Report, that:
(i) the land within the District will be specially benefited by the operation, maintenance and servicing of turf, ground cover, shrubs, trees, irrigation, lighting systems, entry monuments, walls, drainage systems, park facilities, and associated appurtenances, located in public places within the boundaries of the District; and (ii) the District includes all lands so specially benefited; and (iii) the net amount to be assessed upon the lots and parcels within the District in accordance with the assessment for the fiscal year commencing July 1, 2023 and ending June 30, 2024 is apportioned by a formula and method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated special benefits to be received by each lot or parcel from the improvements; and
(iv) only special benefits are assessed and no assessment is imposed on any parcel, which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.

Section 4. The City Council hereby orders the proposed improvements to be made as set forth in the Engineer’s Report, which improvements are briefly described as follows: to ensure the ongoing maintenance, operation and servicing of local landscaping and street lighting improvements established or installed in connection with development of properties within the District. The improvements may consist of all or a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District. These improvements generally include, but are not limited to the materials, equipment, utilities, labor, contract services and incidental expenses necessary for the ongoing maintenance and operation of the landscaping and lighting improvements, amenities and appurtenant facilities within public properties, right-of-ways or easements including street lighting and various landscaped parkways, medians, slopes, open space areas, detention basins and related amenities including, but not limited to plantings, trees, monuments or other ornamental features, fencing, sidewalks and other facilities or hardscapes constructed and installed as part of the development plans and agreements approved for the development of the lots and parcels within the District.

Section 5. The City Council hereby confirms the diagrams and assessments set forth in the Engineer's Report. The maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities shall be performed pursuant to law. Commencing with fiscal year 2023/2024, the County Auditor of Shasta County shall enter on the County Assessment Roll opposite each lot or parcel of land the amount of the assessment, and such assessments shall then be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the assessment after deduction of any compensation due 66 the County for collection shall be paid to the City Treasurer. For fiscal year 2023/2024, the City’s representative is hereby authorized and directed to collect such assessments.

Section 6. The assessments are in compliance with the provisions of the Act and Article XIII D of the California Constitution, and the City Council has complied with all laws pertaining to the levy of annual assessments pursuant to the Act and Article XIII D of the California Constitution.

Section 7. The assessments are levied for the purpose of paying the costs and expenses of the improvements described in Section 4, above, for fiscal year 2023/2024.

Section 8. The City Treasurer shall deposit all money representing assessments collected for the Districts to the credit of a special fund known as "Improvement Fund, City of Shasta Lake Deer Creek Manor Landscaping and Lighting District” and such money shall be expended only for the maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities as described in Section 4 above.

Section 9. The adoption of this resolution constitutes the levy of assessments for the fiscal year commencing July 1, 2023 and ending June 30, 2024.

Section 10. A certified copy of the diagrams and assessments shall be filed in the office of the City Clerk and shall be open for public inspection.

PASSED, APPROVED, AND ADOPTED this 2nd Day of May 2023 by the following vote:

AYES:

NOES:

ABSENT:
_____________________________________

GREG WATKINS, MAYOR
ATTEST: ____________ __
__ TONI M. COATES, City Clerk
67 CLERK’S CERTIFICATION TO COUNTY AUDITOR

DEER CREEK MANOR LANDSCAPING AND LIGHTING DISTRICT
FOR FISCAL YEAR 2023/2024
(Pursuant to Landscaping and Lighting Act of 1972)
TO THE COUNTY AUDITOR OF THE COUNTY OF SHASTA:

I, Toni Coates, hereby certify that the attached document is a true copy of that certain Engineer’s Report, including assessment and assessment diagram, for Assessment District No. 93-01, City of Shasta Lake, confirmed by the City Council of the City of Shasta Lake on the 2nd day of May 2023, by its Resolution No. CC-2023-xx.

This document is certified, and is filed with you, pursuant to Section 22641 of the Streets and Highways Code.

Dated: _______________
______
Toni Coates, City Clerk
City of Shasta Lake
68 RESOLUTION NO. CC-2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE, COUNTY OF SHASTA, STATE OF CALIFORNIA APPROVING THE ENGINEER’S

REPORT FOR DEER CREEK MANOR DRAINAGE MAINTENANCE DISTRICT AND

THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN SUCH DISTRICT FOR FISCAL YEAR 2023/2024 AND CONFIRMING DIAGRAMS AND ASSESSMENTS PURSUANT TO THE BENEFIT ASSESSMENT ACT OF 1982
WHEREAS, the City Council by its Resolution No. CC-2023-24 initiated proceedings, and by its Resolution No. CC-2023-26 declared its intention to levy annual assessments for the Deer Creek Manor Drainage Maintenance District (hereinafter referred to as the "District"), and to levy and collect assessments against lots and parcels of land within such District pursuant to the provisions of the Benefit Assessment Act of 1982, being chapter 6.4, the California Government Code, commencing with Section 54703 (hereinafter referred to as the “1982 Act”), to pay for the maintenance and servicing related thereto, and WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council, a report in connection with the annual levy of assessments against lots and parcels of land within the District, and the City Council did by previous resolution approve such report (hereinafter referred to as the “Engineer’s Report”); and
WHEREAS, the City Council desires to levy and collect assessments against lots and parcels of land within the District for the fiscal year commencing July 1, 2023 and ending June 30, 2024, to pay for the costs and expenses of operating, maintaining and servicing turf, ground cover, shrubs, trees, irrigation, lighting systems, entry monuments, walls, drainage systems, park facilities, and associated appurtenances, located in public places within the boundaries of the District; and
WHEREAS, a mailed ballot election in connection with the levy of assessments within the District was not required in accordance with the Act.

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

Section 1. Following notice duly given, the City Council has held a full and fair public hearing regarding its Resolution No. CC-2023-xx, the Engineer's Report prepared in connection with the District and the levy and collection of assessments, and considered all oral and written statements, protests and communications made or filed by interested persons.

Section 2. The City Council hereby finds that a majority protest does not exist as defined in Section 4(e) of Article XIII D of the California Constitution with respect to the District.

All oral and written protests and objections to the annual levy of assessments for the District and the proposed collection of assessments are hereby overruled by the City Council. 69 Section 3. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, and other reports and information, the City Council hereby finds and determines with respect to the District included in the Engineer’s Report, that:
(i) the land within the District will be specially benefited by the operation, maintenance and servicing of the street and drainage improvements (ii) the District includes all lands so specially benefited; and (iii) the net amount to be assessed upon the lots and parcels within the District in accordance with the assessment for the fiscal year commencing July 1, 2023 and ending June 30, 2024 is apportioned by a formula and method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated special benefits to be received by each lot or parcel from the improvements; and
(iv) only special benefits are assessed, and no assessment is imposed on any parcel, which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.

Section 4. The proposed improvements may be briefly described as follows: the operation, maintenance and servicing of the drainage improvements and appurtenant facilities that are necessary and essential requirements for the orderly development of properties within the District to their full potential, consistent with the conditions for development of the properties, and protection of downstream properties which could be negatively affected by increased storm runoff from the development of these properties. These improvements generally include but are not limited to the grading of access perimeter roads; repair of erosion to access roads; debris clearance; dust control through the application of soil stabilization agents; weed abatement; mosquito and vector control; water treatment and monitoring; maintenance, cleaning and minor repairs to storm drain inlets, outlets, pumps, filters, pipes and other drainage related equipment.

Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works of the City of Shasta Lake and by reference these plans and specifications are made part of this Resolution.

Section 5. The City Council hereby confirms the diagrams and assessments set forth in the Engineer's Report. The maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities shall be performed pursuant to law. Commencing with fiscal year 2023/2024, the County Auditor of Shasta County shall enter on the County Assessment Roll opposite each lot or parcel of land the amount of the assessment, and such assessments shall then be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the assessment after deduction of any compensation due the County for collection shall be paid to the City Treasurer. For fiscal year 2023/2024, the City’s representative is hereby authorized and directed to collect such assessments. 70 Section 6. The assessments are in compliance with the provisions of the Act, and the City Council has complied with all laws pertaining to the levy of annual assessments pursuant chapter 6.4, the California Government Code.

Section 7. The assessments are levied for the purpose of paying the costs and expenses of the improvements described in Section 4, above, for fiscal year 2023/2024.

Section 8. The City Treasurer shall deposit all money representing assessments collected for the Districts to the credit of a special fund known as "Improvement Fund, City of Shasta Lake Deer Creek Manor Drainage Maintenance District” and such money shall be expended only for the operation, maintenance and servicing of the street and drainage improvements and appurtenant facilities as described in Section 4 above.

Section 9. The adoption of this resolution constitutes the levy of assessments for the fiscal year commencing July 1, 2023 and ending June 30, 2024.

Section 10. A certified copy of the diagrams and assessments shall be filed in the office of the City Clerk and shall be open for public inspection.

PASSED, APPROVED, AND ADOPTED this 2nd Day of May 2023 by the following vote:

AYES:

NOES:

ABSENT:
_____________________________________

GREG WATKINS, MAYOR
ATTEST: ____________ __
__ TONI M. COATES, City Clerk
71 CLERK’S CERTIFICATION TO COUNTY AUDITOR

DEER CREEK MANOR DRAINAGAE MAINTENANCE DISTRICT
FOR FISCAL YEAR 2023/2024
(Pursuant to Benefit Act of 1982)
TO THE COUNTY AUDITOR OF THE COUNTY OF SHASTA:

I, Toni Coates, hereby certify that the attached document is a true copy of that certain Engineer’s Report, including assessment and assessment diagram, for Deer Creek Manor Drainage Maintenance District, City of Shasta Lake, confirmed by the City Council of the City of Shasta Lake on the 2nd day of May, 2023, by its Resolution No. 2023-xx.

This document is certified, and is filed with you, pursuant to Section 22641 of the Streets and Highways Code.

DATED: ____________
______

TONI COATES, CITY CLERK

CITY OF SHASTA LAKE

STATE OF CALIFORNIA
72 27368 Via Industria
Suite 200
Temecula, Ca 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com/financial

City of Shasta Lake

Deer Creek Manor
Landscaping and Lighting District
2023/2024 ENGINEER’S ANNUAL LEVY REPORT

Intent Meeting: April 18, 2023
Public Hearing: May 2, 2023

73 AFFIDAVIT FOR THE ENGINEER’S REPORT

DEER CREEK MANOR LANDSCAPING AND LIGHTING

DISTRICT
Establishment of Annual Assessments for the:

City of Shasta Lake
County of Shasta, State of California
Chonney Gano, Project Manager
District Administration Services
Tyron Peter
PE # C 81888
By: ________________________________
This Report describes the District including the improvements, budgets, parcels and assessments to be levied for Fiscal Year 2023/2024 as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Shasta County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Dated this ____________ day of ______________, 2023.

Willdan Financial
Assessment Engineer
On Behalf of the City of Shasta Lake
By: ________________________________
74 TABLE OF CONTENTS
INTRODUCTION.................................................................................................. 1 I. PLANS AND SPECIFICATIONS..................................................................... 4 A. BENEFITING PROPERTIES WITHIN THE DISTRICT .......................... 4 B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT........................... 4 C. DESCRIPTION OF IMPROVEMENTS................................................... 5 General Description of the Improvements ................................................................ 5 Landscape Improvements........................................................................................... 6 Public Lighting Improvements.................................................................................... 7 II. METHOD OF APPORTIONMENT.................................................................. 8 A. BENEFIT ANALYSIS ............................................................................. 8 B. ASSESSMENT METHODOLOGY.......................................................... 9 Equivalent Benefit Units.............................................................................................. 9 Assessment Calculations.......................................................................................... 10 C. ASSESSMENT RANGE FORMULA..................................................... 11 III. DISTRICT BUDGET .................................................................................... 12 IV. DISTRICT DIAGRAM.................................................................................. 14 V. ASSESSMENT ROLL................................................................................. 16 75 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 1 of 16

INTRODUCTION
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of the California Streets and Highways Code (hereafter referred to as the “1972 Act”), and in compliance with the substantive and procedural requirements of the California State Constitution Article XIIID (hereafter referred to as the “California Constitution”), the City Council of the City of Shasta Lake, County of Shasta, State of California (hereafter referred to as “City”), formed and levied special benefit assessments for the district designated as:

City of Shasta Lake
Deer Creek Manor Landscaping and Lighting District
(hereafter referred to as the “District”), which includes all lots and parcels of land within the residential subdivisions known as Deer Creek Manor that have been determined to receive special benefits from the improvements and facilities installed and constructed in conjunction with the development of such residential properties within the City limits of Shasta Lake. This Engineer’s Report (hereafter referred to as the “Report”) has been prepared as required pursuant to Chapter 1 Article 4, commencing with Section 22565 of the 1972 Act.

The City Council formed the District to levy and collect annual assessments on the Shasta County (the “County”) tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the landscaping and lighting improvements and appurtenant facilities that are associated with the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City General Plan. The improvements provided by the District and the assessments described herein, are made pursuant to the 1972 Act and the substantive and procedural provisions of the California Constitution.

This Report describes the District, the improvements, and the assessments levied against properties in connection with the special benefits that the properties will receive from the maintenance and servicing of the District improvements and facilities commencing in fiscal year 2023/2024. The assessments described herein will provide a funding source (annual assessments) for the continued operation and maintenance of the landscaping and lighting improvements and appurtenant facilities that are directly associated with the development and use of properties within the District including, but not limited to street lighting, medians, parkways, slopes, open spaces and detention basin.

While the cost of constructing these improvements are not part of the assessments, the budget described herein, represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to ensure proper maintenance, servicing and long term funding needs to support the improvements that provides special benefits to properties within the District. The structure of the District (organization), the improvements, the method of apportionment, and assessments described herein are based on current property development plans for the Deer Creek Manor residential subdivision and specifications associated with that planned development; and by reference these plans and specifications are made part of this Report. 76 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 2 of 16

The word “parcel”, for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (APN) by the County Assessor’s Office. The County Auditor-Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties assessed on the tax roll for the special benefit assessments.

Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any changes to the improvements, the services, the annual budget and assessments for that fiscal year, and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the levy of assessments for that fiscal year. If the annual budget for the District requires an assessment that exceeds the maximum assessment described herein (as approved by the property owners at the time of the District formation), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed.

This Report consists of five (5) parts:

Part I
Plans and Specifications: A general description of the District, the improvements, and authorized services for parcels within the District will be assessed is provided in this section of the Report. The specific landscaping and lighting plans and associated facility specifications prepared in connection with the development of properties within the Deer Creek Manor subdivision (also known as the “Landscape Plans”) are on file in the offices of the City of Shasta Lake, and by reference these plans and specifications are made part of this Report. Based on these improvement plans and approved subdivision plans, it has been determined that the District will establish a single benefit zone encompassing all benefiting properties within the territory identified within the Boundary Map of the Deer Creek Manor Landscaping and Lighting District, attached and incorporated herein under Part IV of this Report. It should be noted that four (4) parcels within the Deer Creek Manor subdivision are not included within the District because they are accessed from Buckingham Drive and have no direct access or special benefit from the landscaping and lighting improvements provided by this District.

Part II
Method of Apportionment: A discussion of benefits the improvements and services provide to properties within the District and the method of calculating each property’s proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula (Annual Inflation Adjustment) that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings.

Part III
District Budget: An annual cost to operate, maintain and service the landscaping and lighting improvements and amenities installed and constructed in connection with properties within the District. This budget includes direct maintenance costs and incidental expenses including, but not limited to, administration expenses and the collection of appropriate fund balances to establish the initial Maximum Assessment 77 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 3 of 16

Rates approved by the property owners of record. The special benefit assessments are based on an estimate of the overall operation, maintenance and servicing costs minus any costs that are not assessed as special benefit. The assessments for each subsequent year shall be based on the estimated net annual cost for the City to operate, maintain and service the improvements for that fiscal year including the collection of funds in installments for periodic or long-term maintenance activities. The Maximum Assessment Rates (Rates per Equivalent Benefit Unit) identified in the budget of this Report establishes the initial Maximum Assessment Rates for the District in fiscal year 2023/2024 and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment.

Part IV
District Diagram: A Diagram showing the exterior boundaries of the District is provided in this section of the Report and includes all parcels that will receive special benefits from the District improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of all parcels as shown on the Shasta County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include all subsequent subdivisions, lot line adjustments or parcel changes therein. Said parcels of land are consistent with and identified by the following Shasta County Assessor's Parcel Maps: Book 075, Page 150, Parcel 046; Book 075, Page 570, Parcels 003 through 074; Book 075, Page 610, Parcels 001 through 026; and Book 075, Page 620, Parcels 001 through 028. Reference is hereby made to the Shasta County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District.

Part V
Assessment Roll: The assessment amount for each parcel is based on the parcel’s proportional special benefit as outlined in the method of apportionment and the initial Maximum Assessment Rates established in this Report. The Assessment Roll also provides the assessment amount for each parcel for the fiscal year 2023/2024 based on the method of apportionment and estimated expenses (budget) for fiscal year 2023/2024. 78 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 4 of 16

I. PLANS AND SPECIFICATIONS
A. BENEFITING PROPERTIES WITHIN THE DISTRICT
The territory within the District totaling approximately thirty-six acres (36 acres), consists of all lots, parcels and subdivisions of land within the Deer Creek Manor subdivision that directly benefit from the improvements and services provided by the District. The district is comprised of 84 of the 87 single-family residential properties within the Deer Creek Manor subdivision and various other properties that collectively represent the easements and public areas within the District.

The District is situated in the southern portion of the City of Shasta Lake generally located:
• North of Trinity Street;
• South of Pine Grove Avenue; and
• West of Cascade Boulevard and Interstate 5
The parcels within the District at the time this District was formed were identified on the Shasta County Assessor’s Secured Roll (as of July 18, 2007) and the Assessor’s Parcel Maps as follows:

Book 075, Page 150, Parcel 046;
Book 075, Page 560, Parcels 005 through 042; and
Book 075, Page 570, Parcels 001 through 051.

B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As generally defined by the Landscaping and Lighting Act of 1972 and applicable to this District, the improvements and associated assessments may include one or more of the following:
• The installation or planting of landscaping;
• The installation or construction of statuary, fountains, and other ornamental structures and facilities;
• The installation or construction of public lighting facilities including, but not limited to street lights and traffic signals;
• The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof;
• The installation of park/recreational improvements, including, but not limited to the following:
a. Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage. b. Lights, playground equipment, play courts, and public restrooms. c. The acquisition of land for park, recreational, or open-space purposes or any existing improvement otherwise authorized pursuant to this section. 79 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 5 of 16

• The maintenance or servicing, of any of the foregoing including the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement including but not limited to:
a. Repair, removal, or replacement of all or any part of any improvements; b. Grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c. Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
d. The removal of trimmings, rubbish, debris, and other solid waste; e. The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti;
f. Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; g. Water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements.
• Incidental expenses associated with the improvements including, but not limited to:
a. The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment;
b. The costs of printing, advertising, and the publishing, posting and mailing of notices;
c. Compensation payable to the County for collection of assessments; d. Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
• Costs associated with any elections held for the approval of a new or increased assessment.

C. DESCRIPTION OF IMPROVEMENTS
General Description of the Improvements
The purpose of this District is to ensure the ongoing maintenance, operation and servicing of local landscaping and street lighting improvements established or installed in connection with development of properties within the District. The improvements may consist of all or a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District. These improvements generally include, but are not limited to the materials, equipment, utilities, labor, contract services and incidental expenses necessary for the ongoing maintenance and operation of the landscaping and lighting improvements, amenities and appurtenant facilities within public properties, rights-of-way or easements including street lighting and various landscaped parkways, 80 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 6 of 16

medians, slopes, open space areas, detention basins and related amenities including, but not limited to plantings, trees, monuments or other ornamental features, fencing, sidewalks and other facilities or landscapes constructed and installed as part of the development plans and agreements approved for the development of the lots and parcels within the District. The improvements maintained and funded entirely or partially through the District assessments are generally described as:
• Streetscape landscaping including street trees located on the perimeter of the development and interior streets that are within the public rights-of-way or easements and dedicated to the City for maintenance;
• Open space areas, slopes and landscaped drainage facilities established and/or constructed as part of developing properties within the District; • Public lighting facilities including internal and perimeter street lighting; safety lighting and/or ornamental lighting within landscaped improvement areas; • All appurtenant facilities, equipment, materials and utilities related to the aforementioned improvements; and
• Specifically not included as District improvements are those improvements located on private property, improvements and facilities that may be provided or maintained by an agency other than the City; improvements and facilities that may be provide by another assessment or tax levied by the City or any improvement provided and maintained by a Homeowner’s Association or similar entity.

Landscape Improvements
The landscape improvements for the District may include, but are not limited to turf, ground cover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, landscape improvements, monuments or other ornamental features and associated appurtenant facilities located within the landscape easements or public rights-of-way. Specifically the landscape improvement areas for this District are identified as:
• Landscape frontage on the south side of Pine Grove Avenue along the length of the District;
• Landscape areas of the entryway median and round-about on Jurak Way; • Landscape areas and decorative cobblestone concrete in 8 pop-out planters within the District;
• Isolated open space areas adjacent to lots 20, 21, 84 and 85; and • All appurtenant facilities, equipment, materials and utilities related to weed abatement, graffiti abatement, the trimming of trees and shrubs, and the aforementioned improvements.
81 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 7 of 16

Public Lighting Improvements
The lighting improvements may include but are not limited to the cost of providing electrical energy and servicing of lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant facilities associated with:
• Public streetlights located on all public streets within and adjacent to the District including Pine Grove Avenue, Rissa Way, Jurak Way and Smith Avenue. (Estimated to be approximately 11 perimeter street lights and 12 internal street lights); and • Lighting facilities located within the landscaped areas that may include safety/security lights, and ornamental lights installed as part of the District’s landscape improvements and features.

Detailed maps and descriptions of the location and extent of the specific improvements maintained by the District are on file at the City of Shasta Lake and by reference are made part of this Report. These plans and specifications may be amended or modified from time to time to reflect future changes within the District or servicing of the improvements currently planned for this District. Those portions of the improvements that may be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received from those various improvements.
82 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 8 of 16

II. METHOD OF APPORTIONMENT
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, which include the construction, maintenance, and servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value:
“The net amount assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits received by each such lot or parcel from the improvements.” The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act and the provisions of the California Constitution.

The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel.

A. BENEFIT ANALYSIS
Each of the improvements, the associated costs and assessments have been carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the California Constitution and 1972 Act. The landscaping and lighting improvements associated with this District and for which properties will be assessed have been identified as necessary, required and/or desired for the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City General Plan. As such, the ongoing operation, servicing and maintenance of these improvements would be necessary and required of individual property owners for the development of such properties and the ongoing operation, servicing and maintenance of these improvements would be the financial obligation of those properties. Therefore, the improvements and the annual costs of ensuring the maintenance and operation of the improvements are considered a distinct and special benefit to the properties developed within the District.

The construction and installation of these improvements are only necessary for development of the properties within the District. As such, these improvements were not required nor necessarily desired by any properties or developments outside the District boundary and any benefit derived by properties outside the District boundaries is considered incidental. Therefore, it has been determined that the ongoing maintenance, servicing and operation of the District improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District.
83 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 9 of 16

B. ASSESSMENT METHODOLOGY
The method of apportionment established for this District and described herein, reflects the proportional special benefit each property receives from the improvements and services based on the actual or land use of that parcel as compared to other properties within the District. The special benefit received by each lot or parcel is equated to the overall land use of parcels within the District based on the parcel’s actual land use or proposed development.

All special benefit costs associated with the improvements shall be fairly distributed among the parcels based upon the benefit received by each parcel. Additionally, in compliance with the California Constitution Article XIIID Section 4, each parcel’s assessment may not exceed the reasonable cost of the proportional special benefit conferred to that parcel. To identify and determine the special benefit received by each parcel and their proportionate share of the improvement costs it is necessary to consider the entire scope of the planned improvements as well as individual property development within the District. Upon review of the improvements it has been determined that each of the properties within the District receives special benefits from all the improvements funded by annual assessments and based on the overall planned development within the District a single zone of benefit is appropriate for the allocation of the assessments and proportional benefit.

The benefit formula used within the District reflects the composition of the parcels and the improvements and services provided, to fairly apportion the costs based on the special benefits to each assessable parcel. It has been previously determined that dedicated public easements, open space areas, public rights-of-ways, public greenbelts and parkways, utility rights-of-way, common areas, sliver parcels and bifurcated lots or any other property that cannot be developed, receive no special benefit from the improvements and are not assessed.

Equivalent Benefit Units
The method of apportionment established for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology (sometimes referred to as Equivalent Dwelling Units) that uses the singlefamily home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and all other land uses are assigned a weighted EBU based on an assessment formula that equates various property characteristics to that of the single-family home site. This proportional weighting may be based on several factors that may include, but are not limited to: the type and status of development (land use), size of the property, location of the property, development plans or restrictions, vehicular trip generation, street frontage, population densities or other property related factors. For most districts the calculation of each parcel’s proportional special benefit can be reasonably determined by applying one or more of these factors.

While the Equivalent Benefit Unit method of apportioning special benefit is commonly used and applied to districts that have or may have a wide range of land use classifications (both residential and non-residential use) or have significant variations in the phasing of improvements and/or property development, this particular District involves 84 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 10 of 16

only the development of single-family residential properties that will receive proportionately the same benefit from all the planned improvements. Therefore, each assessed parcel’s special benefits from the improvements are considered equal and each residential unit/parcel has been assigned one (1) EBU.

The following provides an overview of various land uses and their proportional special benefit as it applies or may apply to this District:

Single-Family Residential Units — This land use is defined as a fully subdivided residential home site with or without a structure. This land use classification shall be assessed at 1.0 EBU per lot or parcel.

Planned Residential Subdivision — This land use is defined as any property not fully subdivided, but has a specific number of residential lots or units approved for the parcel based on an approved tentative or final tract map or an approved development plan. This land use classification shall be assessed at 1.0 EBU per planned single-family residential unit.

Exempt Parcels — This land use classification identifies parcels that receive little or no benefit from the improvements and are assigned 0.00 EBU. This land use classification may include, but is not limited to lots or parcels identified as:
• Public streets and other roadways (typically not assigned an APN by the County); • Public Easements including greenbelts, parkways, parks, dedicated open space areas or utility rights-of-ways or other public lands that are considered part of the District improvements or have similar characteristics; and
• Properties with restricted development potential such as common areas, sliver parcels and bifurcated lots.

Assessment Calculations
The benefit formula and assessment calculation applied to parcels within the District is based on the parcel’s special benefit received as compared to all other parcels benefiting from the improvements. The net annual cost of the maintenance, servicing and operation of the improvements and facilities is proportionately and equitably spread to all parcels that benefit from the District improvements utilizing the proportional special benefit allocation outlined previously.

The following formulas are used to calculate each parcel’s proportional benefit and assessment.

Balance to Levy = Levy Amount per Benefit Unit
Number of Benefit Units (EBU) (Assessment Rate)
Assessment Rate x Parcel’s Calculated EBU = Parcel’s Assessment Amount 85 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 11 of 16

C. ASSESSMENT RANGE FORMULA
All budget items may be impacted by inflation in subsequent years. In an effort to minimize this impact on the District and ensure the long life of the improvements, an assessment range formula for inflation is included as part of the maximum assessment rate presented to the property owners within the District for approval. The formula, as described herein, provides for annual inflationary adjustment to the maximum assessment rate that may be imposed each year without requiring the extensive procedure and cost of balloting for normal operational cost increases. The purpose of establishing an assessment range formula is to provide for reasonable increases and inflationary adjustments to the assessment amounts without requiring costly noticing, mailing, and ballot procedures, which would further increase the assessments. The annual inflationary formula (assessment range formula) described herein is part of the assessment approved by the property owners and should provide for modest increases to the assessment revenues to meet anticipated cost increases in labor and materials that result from normal inflationary factors.

Commencing each fiscal year thereafter, the maximum assessment rate established in the previous fiscal year shall be adjusted by the greater of:
(1) Three percent (3.0%); or
(2) The percentage increase of the Local Consumer Price Index (CPI).

The Consumer Price Index used for the inflationary adjustment shall be for the San Francisco-Oakland-San Jose, since renamed to San Francisco-Oakland-Hayward Area for All Urban Consumers, as established by the U.S. Bureau of Labor Statistics.

Each fiscal year the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year. This annual percentage change in the CPI is generally reflected by the percentage change for the preceding calendar year (January to December), but a similar time period may be used if more current data is available. This percentage difference shall then establish the range of increase to the maximum assessment rates allowed based on CPI. If the percentage change in the CPI is less than three percent (3%), the maximum assessment rates shall be increased by three percent. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.

The adjusted maximum assessments are calculated each fiscal year independent of the annual budget and annual assessments. Although the adjusted maximum assessments will increase each year, the budget and annual assessment rates adopted for a fiscal year may not change from the previous fiscal year. If the budget and the corresponding District assessments for that fiscal year do not require an increase or the increase is less than the allowable adjusted maximum assessment rates, then the assessments required to meet the expenditures shall be applied. If the budget and the corresponding assessments for a given fiscal year require an increase greater than the adjusted maximum assessment rates, then the assessments are considered increased assessments and mailed notices and approval of the property owners through a property owner ballot proceeding would be required before the assessment increases may be imposed.
86 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 12 of 16

III. DISTRICT BUDGET
The following provides the budget establishing the maximum annual assessment rates for the District for fiscal year 2023/2024. The budget includes an estimate of anticipated expenditures and revenues associated with the maintenance and operation of the improvements. The budget and assessment for fiscal year 2023/2024 reflect the anticipated costs and expenses to provide the improvements for all twelve (12) months of the fiscal year.

Starting Fiscal Year 2015/2016, the City began maintenance, operation and servicing of the local landscaping and street lighting improvements. The City has decided to Levy the parcels within the District at $255.00 for Fiscal Year 2023/2024. This will be the eighth levy since the creation of the District in 2007/2008.
87 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 13 of 16

City of Shasta Lake
Fiscal Year 2023/2024 Budget

DEER CREEK MANOR LANDSCAPING AND LIGHTING DISTRICT
ANNUAL MAINTENANCE (DIRECT COSTS) District Totals
Landscape and Lighting Maintenance Expenses
Turf, Landscape and Facility Maintenance $8,000
Median Maintenance 400
Open Space Maintenance 400
Tree Maintenance 500
Landscape Utilities (Water/Electricity) 6,500
Streetlight Maintenance and Energy 875
Miscellaneous Materials and Equipment 380
Total Landscaping and Lighting Maintenance $17,055

REPLACEMENT/REHABILITATION (CIP)
Collection for Future Rehabilitation/Replacements
Turf, Landscape and Facility Rehabilitation/Replacement $500 Median Rehabilitation/Replacement 100
Open Space Rehabilitation/Replacement 100
Tree Rehabilitation/Replacement 1,500
Total Collection for Capital Improvement/Rehabilitation Fund $2,200

ADMINISTRATION
Professional Fees for Admin $500
City Annual Admin 250
County Administration Fee 58
Miscellaneous Administrative Expenses 150
Total Annual Administration Costs $958
Total Costs and Expenses $20,213
Levy Adjustments
Reserve Fund / CIP Collection $952
Rounding 0
BALANCE TO LEVY $21,165

DISTRICT STATISTICS
Total Parcels in District 88
Parcels Levied 83
Total EBU 83.00
Prior Year Levy per EBU $255.00
Proposed Assessment per EBU $255.00
Annual Inflator (greater of CPI or 3%) 4.88%
Maximum Assessment Rate per EBU $548.9788

FUND BALANCE INFORMATION
Beginning Fund Balance (Reserves and CIP) $39,828
Reserve Fund/CIP Collection 952
Estimated Ending Fund Balance (Reserves and CIP) $40,780 Note: Totals may not foot due to rounding.
88 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 14 of 16

IV. DISTRICT DIAGRAM
The parcels within this District consist of lots, parcels and subdivisions of land located in the planned residential development known as Deer Creek Manor. The District covers approximately thirty-six acres (36 acres) in the City of Shasta Lake.

The following District Diagram is based on the Shasta County Assessor’s Maps and the Shasta County Assessor’s information and identifies all the parcels of land within the District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram.
89 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 15 of 16

90 FY 2023/2024 Deer Creek Manor Landscape and Lighting District Page 16 of 16

V. ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the Shasta County Assessor’s Office at the time the Engineer’s Report was prepared. A listing of the lots and parcels assessed within this District along with the assessment amounts is provided herein.

Non-assessable lots or parcels may include, but are not limited to, public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas, rights-of-way, common areas; bifurcated lots, and any other property that cannot be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment.

If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor-Controller. The assessment amount levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment.

The District is going to assess assessable parcels during the Fiscal Year 2023/2024. The following is a list of parcels, the assessment and the maximum assessment amounts as determined by the assessment rates and method of apportionment described herein. 91 Assessor's Parcel Number Land Use Zone Benefit Units Lot Max Tax Charge 075-150-046-000 GOV A 0.00 1 $0.00 $0.00
075-570-003-000 SFR A 1.00 2 548.98 255.00
075-570-004-000 SFR A 1.00 3 548.98 255.00
075-570-005-000 SFR A 1.00 4 548.98 255.00
075-570-006-000 SFR A 1.00 5 548.98 255.00
075-570-007-000 SFR A 1.00 6 548.98 255.00
075-570-008-000 SFR A 1.00 7 548.98 255.00
075-570-009-000 SFR A 1.00 8 548.98 255.00
075-570-010-000 SFR B 1.00 9 548.98 255.00
075-570-011-000 SFV B 1.00 10 548.98 255.00
075-570-012-000 SFR B 1.00 11 548.98 255.00
075-570-013-000 SFR B 1.00 12 548.98 255.00
075-570-016-000 SFR A 1.00 13 548.98 255.00
075-570-019-000 SFR A 1.00 14 548.98 255.00
075-570-020-000 SFR A 1.00 15 548.98 255.00
075-570-021-000 SFR A 1.00 16 548.98 255.00
075-570-022-000 SFR A 1.00 17 548.98 255.00
075-570-023-000 SFR A 1.00 18 548.98 255.00
075-570-024-000 SFR A 1.00 19 548.98 255.00
075-570-025-000 SFR A 1.00 20 548.98 255.00
075-570-026-000 SFR A 1.00 21 548.98 255.00
075-570-027-000 SFR A 1.00 22 548.98 255.00
075-570-028-000 SFR A 1.00 23 548.98 255.00
075-570-029-000 SFR A 1.00 24 548.98 255.00
075-570-030-000 SFR A 1.00 25 548.98 255.00
075-570-031-000 SFR A 1.00 26 548.98 255.00
075-570-032-000 SFR A 1.00 27 548.98 255.00
075-570-033-000 SFR A 1.00 28 548.98 255.00
075-570-034-000 SFR A 1.00 29 548.98 255.00
075-570-035-000 SFR A 1.00 30 548.98 255.00
075-570-036-000 SFR A 1.00 31 548.98 255.00
075-570-037-000 SFR A 1.00 32 548.98 255.00
075-570-038-000 SFR A 1.00 33 548.98 255.00
075-570-039-000 SFR A 1.00 34 548.98 255.00
075-570-040-000 SFR A 1.00 35 548.98 255.00
075-570-041-000 SFR A 1.00 36 548.98 255.00
075-570-042-000 SFR A 1.00 37 548.98 255.00
075-570-047-000 GOV A 0.0 38 0.00 0.00
075-570-048-000 GOV A 0.0 39 0.00 0.00
075-570-049-000 GOV A 0.0 40 0.00 0.00
075-570-050-000 GOV A 0.0 41 0.00 0.00
075-570-052-000 SFR A 1.00 42 548.98 255.00
075-570-054-000 SFR A 1.00 43 548.98 255.00
075-570-057-000 SFR A 1.00 44 548.98 255.00
075-570-063-000 SFR A 1.00 45 548.98 255.00
075-570-064-000 SFR A 1.00 46 548.98 255.00
075-570-065-000 SFR A 1.00 47 548.98 255.00
075-570-070-000 SFR A 1.00 48 548.98 255.00
075-570-072-000 SFR A 1.00 49 548.98 255.00
075-570-073-000 SFR A 1.00 50 548.98 255.00
075-570-074-000 SFR A 1.00 51 548.98 255.00
075-610-001-000 SFR A 1.00 52 548.98 255.00
075-610-002-000 SFR A 1.00 53 548.98 255.00
075-610-003-000 SFR A 1.00 54 548.98 255.00
075-610-004-000 SFR A 1.00 55 548.98 255.00
075-610-005-000 SFR A 1.00 56 548.98 255.00
075-610-006-000 SFR A 1.00 57 548.98 255.00
075-610-007-000 SFR A 1.00 58 548.98 255.00
075-610-008-000 SFR A 1.00 59 548.98 255.00
075-610-009-000 SFR A 1.00 60 548.98 255.00
075-610-010-000 SFR A 1.00 61 548.98 255.00
075-610-011-000 SFR A 1.00 62 548.98 255.00
075-610-012-000 SFR A 1.00 63 548.98 255.00
075-610-013-000 SFR A 1.00 64 548.98 255.00
075-610-014-000 SFR A 1.00 65 548.98 255.00
075-610-015-000 SFR A 1.00 66 548.98 255.00
075-610-016-000 SFR A 1.00 67 548.98 255.00
075-610-017-000 SFV A 1.00 68 548.98 255.00
075-610-026-000 SFV A 1.00 69 548.98 255.00
075-620-001-000 SFR A 1.00 70 548.98 255.00
075-620-002-000 SFR A 1.00 71 548.98 255.00
075-620-003-000 SFR A 1.00 72 548.98 255.00
075-620-004-000 SFR A 1.00 73 548.98 255.00
075-620-005-000 SFV A 1.00 74 548.98 255.00
075-620-006-000 SFR A 1.00 75 548.98 255.00
075-620-007-000 SFR A 1.00 76 548.98 255.00
075-620-008-000 SFR A 1.00 77 548.98 255.00
075-620-009-000 SFR A 1.00 78 548.98 255.00
075-620-010-000 SFR A 1.00 79 548.98 255.00
075-620-011-000 SFR A 1.00 80 548.98 255.00
075-620-012-000 SFR A 1.00 81 548.98 255.00
075-620-013-000 SFR A 1.00 82 548.98 255.00
075-620-014-000 SFV A 1.00 83 548.98 255.00
075-620-015-000 SFR A 1.00 84 548.98 255.00
075-620-016-000 SFR A 1.00 85 548.98 255.00
City of Shasta Lake
Deer Creek Landscaping and Lighting District
Preliminary Assessment Roll
Fiscal Year 2023/2024
Deer Creek Manor DMD Fiscal Year 2023/2024 Preliminary Assessment Page 1 of 2 92 Assessor's Parcel Number Land Use Zone Benefit Units Lot Max Tax Charge City of Shasta Lake
Deer Creek Landscaping and Lighting District
Preliminary Assessment Roll
Fiscal Year 2023/2024
075-620-017-000 SFR A 1.00 86 548.98 255.00
075-620-026-000 SFR A 1.00 87 548.98 255.00
075-620-028-000 SFR A 1.00 88 548.98 255.00
Total: 83.00 $45,565.24 $21,165.00
Parcel Count: 88
Deer Creek Manor DMD Fiscal Year 2023/2024 Preliminary Assessment Page 2 of 2 93 27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com/financial

City of Shasta Lake

Deer Creek Manor
Drainage Maintenance District
2023/2024
ENGINEER’S ANNUAL LEVY REPORT

Intent Meeting: April 18, 2023
Public Hearing: May 2, 2023
94 AFFIDAVIT FOR THE ENGINEER’S REPORT

DEER CREEK MANOR DRAINAGE MAINTENANCE DISTRICT
Establishment of Annual Assessments for the:

City of Shasta Lake
County of Shasta, State of California
This Final Engineer’s Report (the “Report”) and the enclosed District Diagram showing the exterior boundaries of the territory formed as the Deer Creek Manor Drainage Maintenance District (hereinafter referred to as “District”); and each lot, parcel, and subdivision of land within said territory as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Shasta County Assessor’s maps for a detailed description of the lines and dimensions of each lot, parcel, and subdivision of land within said territory and said District. The enclosed Report that includes a description of the plans and specifications, method of apportionment, budgets and special benefit assessments associated therewith. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Chonney Gano, Project Manager
District Administration Services
By: ________________________________
Tyron Peter
PE # C 81888
Dated this ____________ day of ______________, 2023.

Willdan Financial
Assessment Engineer
On Behalf of the City of Shasta Lake
By: ________________________________
95 TABLE OF CONTENTS
INTRODUCTION.....................................................................................................1 I. PLANS AND SPECIFICATIONS .......................................................................4 A. BENEFITING PROPERTIES WITHIN THE DISTRICT .............................4 B. FUNDING AUTHORIZED BY THE 1982 ACT...........................................4 C. DESCRIPTION OF IMPROVEMENTS......................................................5 Drainage Maintenance .................................................................................................... 5 II. METHOD OF APPORTIONMENT ...................................................................7 A. BENEFIT ANALYSIS ................................................................................7 B. ASSESSMENT METHODOLOGY............................................................8 Equivalent Benefit Units................................................................................................. 8 Assessment Calculations............................................................................................... 9 C. ASSESSMENT RANGE FORMULA........................................................10 III. DISTRICT BUDGET .......................................................................................11 IV. DISTRICT DIAGRAM.....................................................................................13 V. ASSESSMENT ROLL....................................................................................15 96 FY 2023/2024 Deer Creek Manor Drainage Maintenance District Page 1 of 15

INTRODUCTION
Pursuant to the provisions of the Benefit Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section 54703 (hereafter referred to as the “1982 Act”), and in compliance with the substantive and procedural requirements of the California State Constitution Article XIIID (hereafter referred to as the “California Constitution”), the City Council of the City of Shasta Lake, County of Shasta, State of California (hereafter referred to as the “City”), formed and levied special benefit assessments for the district designated as:

City of Shasta Lake
Deer Creek Manor Drainage Maintenance District
(hereafter referred to as the “District”), which includes all lots and parcels of land within the residential subdivisions known as Deer Creek Manor that have been determined to receive special benefits from the improvements and facilities installed and constructed in conjunction with the development of such residential properties within the City limits of Shasta Lake. This Engineer’s Report (hereafter referred to as the “Report”) has been prepared as required pursuant to Article 4, Section 54716 of the 1982 Act.

The City Council formed the District to levy and collect annual assessments for Shasta County (the “County”) tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the drainage (storm drain) improvements and related infrastructure that have been constructed in association with the development of properties within the District. The improvements, maintenance and services provided by the District, and the assessments described herein, are made pursuant to the 1982 Act and the substantive and procedural provisions of the California Constitution.

This Report describes the District, the improvements, and the assessments levied against properties in connection with the special benefits that the properties will receive from the maintenance and servicing of the District improvements and facilities commencing in Fiscal Year 2023/2024. The assessments described herein will provide a funding source (annual assessments) for the continued operation, maintenance and servicing of the drainage improvements, and related infrastructure (facilities).

The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (APN) by the County Assessor’s Office. The County Auditor-Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties assessed on the tax roll for special benefit assessments.

Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any changes to the services, the annual budget and assessments for that fiscal year, and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the levy of assessments. If the annual budget for the District requires an assessment that exceeds the maximum assessment described herein (as approved by the property owners at the time of the District formation), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed.
97 FY 2023/2024 Deer Creek Manor Drainage Maintenance District Page 2 of 15

This Report consists of five (5) parts:

Part I
Plans and Specifications: A general description of the District, the improvements, and authorized services for parcels within the District will be assessed is provided in this section of the Report. The specific drainage plans and associated facility specifications prepared in connection with the development of properties within the Deer Creek Manor subdivision (also known as the “Drainage Plans”) are on file in the offices of the City of Shasta Lake, and by reference these plans and specifications are made part of this Report. Based on these improvement and subdivision plans, it has been determined that the District will establish two (2) benefit zones. Four (4) parcels within the Deer Creek Manor subdivision shall not be a part of the District. These four parcels are accessed from Buckingham Drive and it has been determined that the development of these properties do not require the construction of the improvements associated with this District and therefore receive no special benefit from the drainage facilities provided and maintained by the District.

Part II
Method of Apportionment: A discussion of benefits the improvements and services provide to properties within the District and the method of calculating each property’s proportional special benefit and assessment. This section also identifies and outlines an Assessment Range Formula (Annual Inflation Adjustment) that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings.

Part III
District Budget: The annual costs to operate, maintain and service the drainage improvements installed and constructed to support the development of properties within the District. This budget includes direct maintenance costs and incidental expenses including, but not limited to, administration expenses and the collection of appropriate fund balances to establish the initial Maximum Assessment Rates approved by the property owners of record. The special benefit assessments are based on an estimate of the overall operation, maintenance and servicing costs minus any costs that are not assessed as special benefit. The assessments for each subsequent year shall be based on the estimated net annual cost for the City to operate, maintain and service the improvements for that fiscal year including the collection of funds in installments for periodic or long-term maintenance activities. The Maximum Assessment Rates (Rates per Equivalent Benefit Unit) identified in the budgets of this Report establish the Maximum Assessment Rates for the District in Fiscal Year 2023/2024 and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment.

Part IV
District Diagram: A Diagram showing the exterior boundaries of the District is provided in this section of the Report and includes all parcels that will receive special benefits from the District improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District are inclusive of all parcels as shown on 98 FY 2023/2024 Deer Creek Manor Drainage Maintenance District Page 3 of 15

the Shasta County Assessor's Parcel Maps as they existed at the time this Report was prepared and shall include all subsequent subdivisions, lot line adjustments or parcel changes therein. Said parcels of land are consistent with and identified by the following Shasta County Assessor's Parcel Maps: Book 075, Page 150, Parcel 046; Book 075,

Book 075, Page 620, Parcels 001 through 028 and reference is hereby made to the Shasta County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District.

Part V
Assessment Roll: The assessment amount for each parcel is based on the parcel’s proportional special benefit as outlined in the method of apportionment and the initial Maximum Assessment Rates established in this report. The Assessment Roll also provides the assessment amount for each parcel for the Fiscal Year 2023/2024 based on the method of apportionment and estimated expenses (budget) for Fiscal Year 2023/2024.
99 FY 2023/2024 Deer Creek Manor Drainage Maintenance District Page 4 of 15

I. PLANS AND SPECIFICATIONS
A. BENEFITING PROPERTIES WITHIN THE DISTRICT
The territory within the District, totaling approximately thirty-six acres (36 acres), consists of all lots, parcels and subdivisions of land within the Deer Creek Manor subdivision that directly benefit from the improvements and services provided by the District. The District is comprised of 83 of the 88 single-family residential properties within the Deer Creek Manor subdivision and various other properties that collectively represent the easements and public areas within the District.

The District is situated in the southern portion of the City of Shasta Lake generally located:
• North of Trinity Street;
• South of Pine Grove Avenue; and
• West of Cascade Boulevard and Interstate 5
The parcels within the District at the time this District was formed were identified on the Shasta County Assessor’s Secured Roll (as of July 18, 2007) and the Assessor’s Parcel Maps as follows:

Book 075, Page 150, Parcel 046,
Book 075, Page 560, Parcels 005 through 042; and
Book 075, Page 570, Parcels 001 through 051,
B. FUNDING AUTHORIZED BY THE 1982 ACT
As generally defined by the Benefit Assessment Act of 1982 and applicable to this District, the City imposed a special benefit assessment to finance the maintenance and operation costs of the following services:
1) Drainage and Flood Control
In addition to imposing a benefit assessment for the annual maintenance and operation of the District improvements, the City may authorize an assessment or utilize existing assessment revenues to finance the installation, construction or replacement of drainage and flood control facilities. While such activities are permitted under the 1982 Act and may be applicable to this District, the funds necessary to perform such services or activities are generally greater than can be reasonably collected in a single year’s levy of assessments. Therefore, many of the services and activities associated with this District will be collected in installments over several years and held in a reserve fund until such time the services or activities are deemed necessary by the City. However, it should be noted that some of the funds collected in annual installments may not be fully utilized or may be insufficient to cover the full cost of such projects, but should be sufficient to cover the cost of normal repairs that can reasonably be anticipated as a result of typical weather, use, water flow and erosion over a twenty to thirty year period.

While the assessments for the District have been established to fund normal and anticipated maintenance needs for the improvements, major rehabilitation projects or reconstruction of the improvements resulting from unforeseen damages, caused by 100
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natural disasters such as earthquakes or floods, are not included in the assessments.

The extent and cost of such activities are not easily predicted and it would not be reasonable or appropriate to collect and hold such significant fund in reserves for such projects.

C. DESCRIPTION OF IMPROVEMENTS
The purpose of this District is to fund the activities necessary to operate, maintain and service the drainage improvements constructed in connection with the development of properties within the residential subdivision known as Deer Creek Manor. The maintenance, operation and servicing of these improvements may include, but are not limited to, all materials, equipment, labor, and incidental expenses deemed necessary to keep the drainage improvements in satisfactory condition. The maintenance of the improvements and related activities shall be funded entirely through the District assessments. The District services are generally described as:

Drainage Maintenance
Drainage maintenance may include, but is not limited to: grading of access perimeter roads associated with the drainage facilities; repair of erosion to such roads; debris clearance; dust control through the application of soil stabilization agents; weed abatement; mosquito and vector control; water treatment and monitoring; maintenance, cleaning and minor repairs to storm drain inlets, outlets, pumps, filters, pipes and other drainage related equipment. The annual assessments for this District are intended to support the drainage facilities and the maintenance program that will adequately regulate and control storm water runoff resulting from and associated with the development of properties within the District. This maintenance program may include but is not limited to:
inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and the partial removal, replacement or rehabilitation of equipment and facilities. Generally, the drainage improvements for this District include, but are not limited to:
• Approximately 37,370 square feet of natural vegetation drainage basin area within the District;
• Approximately 5,675 square feet of landscaped drainage basin area within the District; • Approximately 17,215 square feet of landscaped channel ways within the District; • Approximately thirty (30) inlets, outlets and manholes located within the District; • Approximately 2,010 square feet of block retaining walls located within the District; • Approximately 4,592 square feet of storm drain fencing within the District; • Approximately 1,200 square feet of asphalt access/service roads within the District; • Approximately 3,215 linear feet of storm drain pipe ranging from 18 inches to 42 inches in diameter;
• Approximately 835 linear feet of flood control pipes associated with the French drain / Drainage System within the District;
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The Public Works Department shall authorize and schedule all operational activities and maintenance of the drainage and storm water pollution treatment infrastructure, facilities and services that may include, but are not limited to:
• Cleaning of storm drain inlets, catch basins, manholes and pipes as needed; • Stencil maintenance and documentation of facilities as required by Federal, State and County regulations;
• Cleaning and landscape maintenance of the drainage basin, bio-filter areas and channel ways as needed;
• Debris removal and pest control in and around the drainage facilities as needed; • Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed;
• Street sweeping services necessary to control debris and water flow for the drainage system; and,
• All operational costs related to the National Pollutant Discharge Elimination System (“NPDES”) compliance requirements.

A portion of the services described above might not be performed on an annual basis but rather as periodic maintenance or due to extraordinary events. The funds necessary for these activities shall be collected as part of the annual assessments and accumulated in a special fund of the District (Reserve Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed necessary by the City. This process of collecting assessment revenues for the Reserve Fund shall continue until such time the District is dissolved, or the City determines that such additional funding procedures require modification.

While all parcels within the District equally benefit from the maintenance and services associated with the drainage improvements as detailed in the preceding sections, the Regional Water Quality Control Board has required the monitoring and treatment of the water run-off emanating from four (4) parcels within the District, identified as lot numbers 49 through 52 of the Deer Creek Manor subdivision, and further identified as the County Assessor Parcel Numbers 075-570-010, 075-570-011, 075-570-012 and 075-570-013 (hereafter referred to as “Lots 49 through 52”). While the need for this water treatment and monitoring system (known as the “Drainage System”) is required to develop these four lots, this water issue directly affects the overall drainage system within the District and is clearly necessary for the overall development of properties within the District.

Without the installation, implementation and ongoing servicing, maintenance and monitoring of this specialized water treatment system, these four residential lots directly affected would not otherwise be developed and the remaining properties would still be required to address the issue and would therefore be negatively impacted.

Pursuant to an agreement between the developer and the City, the developer shall be responsible for all costs and expenses associated with the maintenance and servicing of the Drainage System for the first two fiscal years, commencing with the year in which said improvements are installed and officially accepted by the City, and by reference, said agreement is incorporated herein and made part of this Report. 102
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II. METHOD OF APPORTIONMENT
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for the maintenance, operation and servicing of drainage and flood control improvements and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value:
“The amount of the assessment imposed on any parcel of property shall be related to the benefit to the parcel which will be derived from the provision of the service.”
Furthermore:
“The annual aggregate amount of the assessment shall not exceed the estimated annual cost of providing the service, except that the legislative body may, by resolution, determine that the estimated cost of work authorized is greater than can be conveniently raised from a single annual assessment and order that the estimated cost shall be raised by an assessment levied and collected in installments. The revenue derived from the assessment shall not be used to pay the cost of any service other than the service for which the assessment was levied.”
The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and is in compliance with the provisions of the 1982 Act and the California Constitution. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel.

A. BENEFIT ANALYSIS
Each of the services, and the associated costs and assessments have been carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act and the California Constitution. The drainage improvements associated with this District are necessary and essential requirements for the orderly development of properties within the District to their full potential, consistent with the conditions for development of the properties, and protection of downstream properties which could be negatively affected by increased storm runoff from the development of these properties. As such, the ongoing operation, servicing and maintenance of these improvements are considered the direct financial obligation of the property owners within the District. Since the parcels assessed are directly served by the drainage improvements, each parcel has a direct investment in the proper maintenance of the various improvements that is over and above any general benefits that may be conferred by such improvements and services.

The construction and installation of these improvements are only necessary for development of the properties within the District. As such, these improvements were not required nor necessarily desired by any properties or developments outside the District boundary and any benefit derived by properties outside the District boundaries is considered incidental. Therefore, it has been determined that the ongoing maintenance, servicing and operation of the District improvements provide no measurable general benefit to properties 103
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outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District.

B. ASSESSMENT METHODOLOGY
All costs and expenses associated with the District’s improvements and services shall be fairly distributed among the parcels based upon the special benefit received by each parcel.

With the exception of the Drainage System, all other costs associated with the District improvements shall be fairly distributed among the parcels based upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution Article XIIID Section 4, each parcel’s assessment may not exceed the reasonable cost of the proportional special benefit conferred to that parcel.

The benefit formula used to determine the assessment obligation is therefore based upon both the improvements that benefit the parcels within the District as well as their respective total Zone budget as compared to other parcels that benefit from those services. Zone A includes all of the parcels within the District except Lots 49 through 52, and said parcels proportionately share in the overall District improvements, including half of the costs associated with the Drainage System. Zone B includes Lots 49 through 52. These lots proportionately share in the overall District improvements and costs, as well as half of the costs associated with the Drainage System.

Equivalent Benefit Units
In order to assess benefits equitably it is necessary to relate each property’s proportional special benefits to the special benefits of all other properties within the District. The method of apportionment established for this District utilizes a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology (sometimes referred to as Equivalent Dwelling Units) that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and all other land uses are assigned a weighted EBU based on an assessment formula that equates various property characteristics to that of the single-family home site. This proportional weighting may be based on several factors that may include, but are not limited to: the type and status of development (land use), size of the property, location of the property, development plans or restrictions, vehicular trip generation, street frontage, population densities or other property related factors. Generally, for most districts the calculation of each parcel’s proportional special benefit can be reasonably determined by applying one or more of these factors.

While the Equivalent Benefit Unit method of apportioning special benefit is commonly used and applied to districts that have or may have a wide range of land use classifications (both residential and non-residential use) or have significant variations in the phasing of improvements and/or property development, this particular District involves only the development of single-family residential properties that will receive proportionately the same benefit from all the planned improvements, Therefore, each assessed parcel’s special benefits from the improvements are considered equal and each residential unit/parcel has been assigned one (1) EBU.
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The following provides an overview of various land uses and their proportional special benefit as it applies or may apply to this District:

Single-Family Residential Units — This land use is defined as a fully subdivided residential home site with or without a structure. This land use classification shall be assessed at 1.0 EBU per lot or parcel.

Planned Residential Subdivision — This land use is defined as any property not fully subdivided, but has a specific number of residential lots or units approved for the parcel based on an approved tentative or final tract map or an approved development plan. This land use classification shall be assessed at 1.0 EBU per planned single-family residential unit.

Exempt Parcels — This land use classification identifies parcels that receive little or no benefit from the improvements and are assigned 0.00 EBU. This land use classification may include, but is not limited to lots or parcels identified as:
• Public streets and other roadways (typically not assigned an APN by the County); • Public Easements including greenbelts, parkways, parks, dedicated open space areas or utility rights-of-ways or other public lands that are considered part of the District improvements or have similar characteristics; and
• Properties with restricted development potential such as common areas, sliver parcels and bifurcated lots.

Assessment Calculations
The benefit formula and assessment calculation applied to parcels within the District is based on the parcel’s special benefit received as compared to all other parcels benefiting from the improvements. The net annual cost of the maintenance, servicing and operation of the improvements and facilities is proportionately and equitably spread to all parcels that benefit from the District improvements utilizing the proportional special benefit allocation outlined previously.

The following formulas are used to calculate each parcel’s proportional benefit and assessment.

Balance to Levy (For the
Zone) = Levy Amount per Benefit Unit
Number of Benefit Units (Assessment Rate)
(EBU)
Assessment Rate x Parcel’s Calculated EBU = Parcel’s Assessment Amount 105
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C. ASSESSMENT RANGE FORMULA
All budget items may be impacted by inflation in subsequent years. In an effort to minimize this impact on the District and ensure the long life of the improvements, an assessment range formula for inflation is included as part of the maximum assessment rate presented to the property owners within the District for approval. The formula, as described herein, provides for annual inflationary adjustment to the maximum assessment rate that may be imposed each year without requiring the extensive procedure and cost of balloting for normal operational cost increases. The purpose of establishing an assessment range formula is to provide for reasonable increases and inflationary adjustments to the assessment amounts without requiring costly noticing, mailing, and ballot procedures, which would further increase the assessments. The annual inflationary formula (assessment range formula) described herein is part of the assessment approved by the property owners and should provide for modest increases to the assessment revenues to meet anticipated cost increases in labor and materials that result from normal inflationary factors.

Commencing each fiscal year thereafter, the maximum assessment rate established in the previous fiscal year shall be adjusted by the greater of:
(1) Three percent (3.0%); or,
(2) The percentage increase of the Local Consumer Price Index (CPI).

The Consumer Price Index used for the inflationary adjustment shall be for the San Francisco-Oakland-San Jose Area for All Urban Consumers, since renamed to San Francisco-Oakland-Hayward, as established by the U.S. Bureau of Labor Statistics.

Each fiscal year the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year. This annual percentage change in the CPI is generally reflected by the percentage change for the preceding calendar year (January to December), but a similar time period may be used if more current data is available. This percentage difference shall then establish the range of increase to the maximum assessment rates allowed based on CPI. If the percentage change in the CPI is less than three percent (3%), the maximum assessment rates shall be increased by three percent. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.

The adjusted maximum assessments are calculated each fiscal year independent of the annual budget and annual assessments. Although the adjusted maximum assessments will increase each year, the budget and annual assessment rates adopted for a fiscal year may not change from the previous fiscal year. If the budget and the corresponding District assessments for that fiscal year do not require an increase or the increase is less than the allowable adjusted maximum assessment rates, then the assessments required to meet the expenditures shall be applied. If the budget and the corresponding assessments for a given fiscal year require an increase greater than the adjusted maximum assessment rates, then the assessments are considered increased assessments and mailed notices and approval of the property owners through a property owner ballot proceeding would be required before the assessment increases may be imposed.
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III. DISTRICT BUDGET
The following provides the budget establishing the maximum annual assessment rates for the District for Fiscal Year 2023/2024 The budget includes an estimate of anticipated expenditures and revenues associated with the maintenance and operation of the improvements. The budget and assessments for Fiscal Year 2023/2024 reflect the anticipated costs and expenses to provide the improvements for all twelve (12) months of the fiscal year.

The City took over ongoing maintenance, operation and servicing of the local drainage maintenance authorized by the District beginning in Fiscal Year 2015/2016. The City has decided to levy the parcels within the District at a rate of $36.14 per EBU for Fiscal Year 2023/2024. This will be the eighth levy since the creation of the District in 2007/2008. 107
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City of Shasta Lake
Fiscal Year 2023/2024 Budget

DEER CREEK MANOR DRAINAGE MAINTENANCE DISTRICT
ANNUAL MAINTENANCE (DIRECT COSTS) District Totals
Drainage Improvements
Annual Inspection & Maintenance: Drainage Basin $250
Annual Inspection & Maintenance: Storm Drain Fencing and/or Access Roads 100 Annual Inspection & Maintenance: Drainage Infrastructure 250 Annual Maintenance Expenses: Drainage $600

REPLACEMENT/REHABILITATION (CIP)
Collection for Future Rehabilitation/Replacements
Periodic Debris Removal, Rehabilitation & Repairs: Drainage Basin $500 Periodic Repairs & Rehabilitation: Storm Drain Fencing and/or Access Roads 600 Periodic Repairs & Rehabilitation: Storm Drain Infrastructure 300 Periodic Maintenance & Projects: Drainage $1,400

ADMINISTRATION
Professional Fees & Services $500
City Annual Administrative and Overhead 250
County Admin Fee 58
Miscellaneous Administration Expenses 192
Total Annual Administrative Costs $1,000
Total Costs and Expenses $3,000

LEVY ADJUSTMENTS
Reserve Fund / CIP Collection $0
Rounding $0
BALANCE TO LEVY $3,000

DISTRICT STATISTICS
Total Parcels in District 88.00
Parcels Levied 83.00
Total EBU 83.00
Prior Year Levy per EBU $36.14
Proposed Assessment per EBU $36.14
Annual Inflator (greater of CPI or 3%) 4.88%
Maximum Assessment Rate per EBU $522.0351

FUND BALANCE INFORMATION
Estimated Beginning Reserve Balance $19,720
Reserve Fund / CIP Collection 0
Estimated Ending Fund Balance (Reserves & CIP) $19,720
Note: Totals may not foot due to rounding
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IV. DISTRICT DIAGRAM
The parcels within this District consist of lots, parcels and subdivisions of land located in the planned residential development known as Deer Creek Manor. The District covers approximately thirty-six acres (36 acres) in the City of Shasta Lake.

The following District Diagram is based on the Shasta County Assessor’s Maps and the Shasta County Assessor’s information and identifies all the parcels of land within the District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The Maximum Assessment Rate, assessment range formula and the assessment amount for each of the existing parcels within the District as described herein, shall be presented to the property owners of record for approval or protest in accordance with the provisions of the California Constitution.
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V. ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the Shasta County Assessor’s Office at the time the Engineer’s Report was prepared. A listing of the lots and parcels assessed within this District along with the assessment amounts is provided herein.

Non-assessable lots or parcels may include, but are not limited to, public streets and other roadways (typically not assigned an APN by the County), dedicated public easements, open space areas, rights-of-way, common areas, bifurcated lots, and any other property that cannot be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment.

If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor-Controller. The assessment amount levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment.

The District will assess parcels during Fiscal Year 2023/2024 at the rate $36.14 per parcel.

The following is a list of the parcels, the charge and the maximum assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein:
111
Assessor's Parcel Number Land Use Zone Benefit Units Lot Max Tax Charge 075-150-046-000 GOV A 0.00 1 $0.00 $0.00
075-570-003-000 SFR A 1.00 2 522.04 36.14
075-570-004-000 SFR A 1.00 3 522.04 36.14
075-570-005-000 SFR A 1.00 4 522.04 36.14
075-570-006-000 SFR A 1.00 5 522.04 36.14
075-570-007-000 SFR A 1.00 6 522.04 36.14
075-570-008-000 SFR A 1.00 7 522.04 36.14
075-570-009-000 SFR A 1.00 8 522.04 36.14
075-570-010-000 SFR B 1.00 9 522.04 36.14
075-570-011-000 SFV B 1.00 10 522.04 36.14
075-570-012-000 SFR B 1.00 11 522.04 36.14
075-570-013-000 SFR B 1.00 12 522.04 36.14
075-570-016-000 SFR A 1.00 13 522.04 36.14
075-570-019-000 SFR A 1.00 14 522.04 36.14
075-570-020-000 SFR A 1.00 15 522.04 36.14
075-570-021-000 SFR A 1.00 16 522.04 36.14
075-570-022-000 SFR A 1.00 17 522.04 36.14
075-570-023-000 SFR A 1.00 18 522.04 36.14
075-570-024-000 SFR A 1.00 19 522.04 36.14
075-570-025-000 SFR A 1.00 20 522.04 36.14
075-570-026-000 SFR A 1.00 21 522.04 36.14
075-570-027-000 SFR A 1.00 22 522.04 36.14
075-570-028-000 SFR A 1.00 23 522.04 36.14
075-570-029-000 SFR A 1.00 24 522.04 36.14
075-570-030-000 SFR A 1.00 25 522.04 36.14
075-570-031-000 SFR A 1.00 26 522.04 36.14
075-570-032-000 SFR A 1.00 27 522.04 36.14
075-570-033-000 SFR A 1.00 28 522.04 36.14
075-570-034-000 SFR A 1.00 29 522.04 36.14
075-570-035-000 SFR A 1.00 30 522.04 36.14
075-570-036-000 SFR A 1.00 31 522.04 36.14
075-570-037-000 SFR A 1.00 32 522.04 36.14
075-570-038-000 SFR A 1.00 33 522.04 36.14
075-570-039-000 SFR A 1.00 34 522.04 36.14
075-570-040-000 SFR A 1.00 35 522.04 36.14
075-570-041-000 SFR A 1.00 36 522.04 36.14
075-570-042-000 SFR A 1.00 37 522.04 36.14
075-570-047-000 GOV A 0.0 38 0.00 0.00
075-570-048-000 GOV A 0.0 39 0.00 0.00
075-570-049-000 GOV A 0.0 40 0.00 0.00
075-570-050-000 GOV A 0.0 41 0.00 0.00
075-570-052-000 SFR A 1.00 42 522.04 36.14
075-570-054-000 SFR A 1.00 43 522.04 36.14
075-570-057-000 SFR A 1.00 44 522.04 36.14
075-570-063-000 SFR A 1.00 45 522.04 36.14
075-570-064-000 SFR A 1.00 46 522.04 36.14
075-570-065-000 SFR A 1.00 47 522.04 36.14
075-570-070-000 SFR A 1.00 48 522.04 36.14
075-570-072-000 SFR A 1.00 49 522.04 36.14
075-570-073-000 SFR A 1.00 50 522.04 36.14
075-570-074-000 SFR A 1.00 51 522.04 36.14
075-610-001-000 SFR A 1.00 52 522.04 36.14
075-610-002-000 SFR A 1.00 53 522.04 36.14
075-610-003-000 SFR A 1.00 54 522.04 36.14
075-610-004-000 SFR A 1.00 55 522.04 36.14
075-610-005-000 SFR A 1.00 56 522.04 36.14
075-610-006-000 SFR A 1.00 57 522.04 36.14
075-610-007-000 SFR A 1.00 58 522.04 36.14
075-610-008-000 SFR A 1.00 59 522.04 36.14
075-610-009-000 SFR A 1.00 60 522.04 36.14
075-610-010-000 SFR A 1.00 61 522.04 36.14
075-610-011-000 SFR A 1.00 62 522.04 36.14
075-610-012-000 SFR A 1.00 63 522.04 36.14
075-610-013-000 SFR A 1.00 64 522.04 36.14
075-610-014-000 SFR A 1.00 65 522.04 36.14
075-610-015-000 SFR A 1.00 66 522.04 36.14
075-610-016-000 SFR A 1.00 67 522.04 36.14
075-610-017-000 SFV A 1.00 68 522.04 36.14
075-610-026-000 SFV A 1.00 69 522.04 36.14
075-620-001-000 SFR A 1.00 70 522.04 36.14
075-620-002-000 SFR A 1.00 71 522.04 36.14
075-620-003-000 SFR A 1.00 72 522.04 36.14
075-620-004-000 SFR A 1.00 73 522.04 36.14
075-620-005-000 SFV A 1.00 74 522.04 36.14
075-620-006-000 SFR A 1.00 75 522.04 36.14
075-620-007-000 SFR A 1.00 76 522.04 36.14
075-620-008-000 SFR A 1.00 77 522.04 36.14
075-620-009-000 SFR A 1.00 78 522.04 36.14
075-620-010-000 SFR A 1.00 79 522.04 36.14
075-620-011-000 SFR A 1.00 80 522.04 36.14
075-620-012-000 SFR A 1.00 81 522.04 36.14
075-620-013-000 SFR A 1.00 82 522.04 36.14
075-620-014-000 SFV A 1.00 83 522.04 36.14
075-620-015-000 SFR A 1.00 84 522.04 36.14
075-620-016-000 SFR A 1.00 85 522.04 36.14
City of Shasta Lake
Deer Creek Manor Drainage Maintenance District
Preliminary Assessment Roll
Fiscal Year 2023/2024
Deer Creek Manor DMD Fiscal Year 2023/2024 Preliminary Assessment Page 1 of 2 112
Assessor's Parcel Number Land Use Zone Benefit Units Lot Max Tax Charge City of Shasta Lake
Deer Creek Manor Drainage Maintenance District
Preliminary Assessment Roll
Fiscal Year 2023/2024
075-620-017-000 SFR A 1.00 86 522.04 36.14
075-620-026-000 SFR A 1.00 87 522.04 36.14
075-620-028-000 SFR A 1.00 88 522.04 36.14
Total: 83.00 $43,328.91 $3,000.00
Parcel Count: 88
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