INTRODUCTION
Pursuant to the provisions of the Landscape and Lighting Act of 1972, being Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (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”), propose to form and levy special benefit assessments for the district to be designated as:
Shasta Gateway Industrial Park Landscape and Lighting Maintenance District (hereafter referred to as the “District”), which encompasses approximately 54 acres (53.706 acres) of land subdivided into eighteen (18) non-residential lots and one (1) street, currently identified on the Assessor’s Parcel Map as Book 064, Page 440, that will receive special benefit from the landscaping and lighting improvements installed in connection with these non-residential lots. This Engineer’s Report (hereafter referred to as “Report”) has been prepared in connection with the formation of said District and the levy and collection of annual assessments related thereto commencing in fiscal year 2023/2024, as required pursuant to Chapter 1, Article 4 of the 1972 Act.
The City Council proposes to form the District, and levy and collect annual assessments on the County tax roll to provide ongoing funding for the costs and expenses required to service and maintain landscaping and street lighting improvements and appurtenant facilities that are necessary and essential requirements for the development of the properties within the District.
The improvements to be 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.
The formation of this District and the assessments described herein will provide a funding source for the continued operation and maintenance of the Landscaping and Lighting improvements that are directly associated with the development of properties within the District and for the special benefit of those properties.
The budgets and assessments described in this Report are based on the planned improvements and development associated with the Gateway Industrial Park. The budgets described herein, represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to ensure proper maintenance, servicing and funding needs to support the landscaping and lighting improvements that provide special benefit to properties within the District.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (APN) by the Shasta County Assessor’s Office. The Shasta County Auditor-Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments.
As part of this District formation, the City shall conduct a property owner protest ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California 171
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Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council will conduct a public hearing to consider public testimonies, comments, and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing, property owner protest ballots received will be opened and tabulated to determine whether majority protest exists (ballots shall be weighted based on the calculated proportional assessment amount for each benefiting parcel), and by resolution the City Council will confirm the results of the ballot tabulation. If majority protest exists, proceedings for the formation of the District and the levy of the proposed assessments shall be abandoned. If tabulation of the ballots indicates that majority protest does not exist for the proposed assessments and the assessment range formula presented and described herein, the City Council may approve the Report (as submitted or amended), order the formation of the District, and approve the levy and collection of assessments. In such case, the assessments for fiscal year 2023/2024 will be manually billed .
Thereafter shall be submitted to the Shasta County Auditor-Controller for inclusion on the property tax roll for each parcel beginning in fiscal year 2024/2025.
Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any changes to the improvements, the proposed 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 proposed levy of assessments.
This Report consists of five (5) parts:
Part I
Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. The District is being formed with a single benefit zone encompassing all properties within the territory identified as Gateway Industrial Park.
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 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
The District Budget: An estimate of the annual costs to operate, maintain and service landscaping and lighting improvements related to the properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances to establish an initial maximum assessment to be approved by the property owners of record. The special benefit maximum assessment proposed for this District is based on an estimate of the annual maintenance and operational expenses at full build out of the improvements. The proposed assessments for the first levy fiscal year (2023/2024), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining, and servicing the District improvements for that fiscal year. The proposed maximum assessment (Rate per Equivalent Benefit Unit) identified in the budget of this Report establishes the initial maximum assessment rate for the District in fiscal year 2023/2024 and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. 172
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Part IV
District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes all parcels that will receive special benefits from the 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 this report was prepared and includes all subsequent subdivisions, lot line adjustments or parcel changes therein. 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: A listing of the proposed assessment amount to be presented to the property owners of record in the protest ballot proceedings required pursuant to the provisions of the California Constitution. The proposed assessment amount for each parcel is based on the parcel’s proportional special benefit as outlined in the method of apportionment and the proposed initial maximum assessment rate.
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PART I — PLANS AND SPECIFICATIONS
A. PROPERTIES WITHIN THE DISTRICT
Shasta Gateway Industrial Park consists of eighteen (18) non-residential lots and one (1) street.
The area will include landscaping, and lighting improvements.
The purpose of the District is to ensure the ongoing maintenance, operation, and servicing of landscaping and lighting improvements installed in connection with development of properties within the District. This District will provide the financial mechanism (annual assessments) by which the ongoing operation and maintenance of these improvements will be funded.
The District structure, proposed improvements, method of apportionment and assessments described in this Report are based on current development and improvement plans including all estimated direct expenditures, incidental expenses, and reserves associated with the maintenance and servicing of the improvements.
The District is located within the City of Shasta Lake, generally located east of Ashby Road, and Shasta Gateway Drive in all directions.
B. IMPROVEMENTS AND SERVICES
The purpose of this District is to fund the activities necessary to operate the corresponding streetlights, landscaping and irrigation improvements required of properties within the District.
These improvements collectively may include, but are not limited to: landscaping, lighting, planting, shrubbery, trees, grass, other ornamental vegetation, irrigation systems, hardscapes, and fixtures; facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, paving, or water, irrigation, drainage, or electrical facilities. The District will fund costs in connection with the maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, and other expenses necessary for the satisfactory maintenance and servicing of these improvements.
Detailed maps and descriptions of the location and extent of the improvements to be maintained by the District are on file with the Public Works Division 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 property development within the District or necessary changes to the planned developments currently approved by the City. 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. The District improvements and services are generally described as:
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LANDSCAPING IMPROVEMENTS
The landscape improvements to be funded by the District assessments may include, but are not limited to ground cover, shrubs, and plants; vines, trees; irrigation and drainage systems; masonry walls, retaining walls, or other fencing; monuments; hardscapes; concrete, gravel, or decomposed granite trails, pathways and/or access roads; and other related appurtenant facilities within the District that have been dedicated to the City for maintenance. Other Improvements including but are not limited to:
• designated parkway side-panels within the rights-of-way or easements adjacent to the streets and properties within the District, including parkways and entryways; • various non-street landscaping and/or vegetation management areas including the storm drainage detention basin areas, trails, and any other dedicated open space or greenbelt areas within the District; and
It is anticipated that the District’s landscape improvements which will be located in common areas and the median on Shasta Gateway Drive will generally include but not limited to approximately:
sixty-four thousand four hundred (64,400) square feet of ground covering including shrubs and sixty-six (66) irrigated trees.
STREET LIGHTING IMPROVEMENTS
The operation, maintenance, and servicing of all existing streetlighting, and other appurtenant facilities necessary for the daily operation of said lighting located within City road rights-of-way.
Operation, maintenance, and servicing means all work necessary to maintain said lights in proper operation including providing energy to operate the lights. It is anticipated that the District’s street lighting improvements will generally include, but is not limited to approximately:
• Eleven (11) street lighting poles within the Shasta Gateway Industrial Park which the City will be responsible for energy expenses and maintenance.
CAPITAL IMPROVEMENTS
Description
Fiscal Year
2023/2024 Cost (1) Total Cost
Irrigation Repair $1,577.00 $7,885.00
Sprinkler Replacement 1,797.00 8,985.00
Totals $3,374.00 $16,870.00
(1) Costs spread over 5 years
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PART II — METHOD OF APPORTIONMENT
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
The formula used for calculating assessments reflect the composition of parcels within the District and the improvements and activities to be provided and have been designed to fairly apportion the cost of providing those improvements based on a determination of the proportional special benefits to each parcel, consistent with the requirements of the 1972 Act and the provisions of Proposition 218 and Article XIII D of the California Constitution.
A. CALIFORNIA CONSTITUTION
The costs to operate and maintain the District improvements are identified and allocated to properties on the special benefits conferred. The improvements provided and for which properties within the District are to be assessed are identified as local improvements and related amenities that were installed in connection with the development of the properties and/or would otherwise be required for the development of properties within the District and consistent with the provisions of the 1972 Act. The assessments and method of apportionment described herein are based on the premise that these improvements would otherwise not have been installed and maintained by the County. The improvements were installed as part of the development or planned development of the parcels within the District and the level of maintenance required for the improvements is greater than what the County would otherwise install, maintain, and fund elsewhere in the County.
Article XIII D Section 2(d) defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”; Article XIII D Section 2(i) defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over, and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.”
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Article XIII D Section 4(a) defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” B. BENEFIT ANALYSIS
The improvements provided within the District, for which properties will be assessed have been identified as necessary, desired and/or required for the orderly development of the properties within the District to their full potential, consistent with the development plans.
SPECIAL BENEFIT
The ongoing maintenance of landscaped areas within the District will provide aesthetic benefits to the properties and are intended to provide a more pleasant environment to walk, drive, live, and work. The primary function of these improvements and related amenities is to serve as an aesthetically pleasing enhancement and open space area for the benefit of the immediate surrounding properties and development for which the improvements were constructed and installed, and/or were facilitated by the development or potential development of properties within the District. These improvements are an integral part of the physical environment associated with the parcels in the District and while these improvements may in part be visible to properties outside the District and/or occasionally accessed by the general public, if these improvements are not properly maintained, it is the parcels within the District that would be aesthetically burdened and/or impacted directly by potential environmental issues such as dust, debris, pests, water runoff, erosion, and fire hazards. Thus, the maintenance of these improvements provides advantages to the assessed properties that affect the assessed parcels in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share.
Collectively these improvements, related amenities, and services which will be funded by the special benefit assessments, enhance the overall use, presentation, enjoyment, recreational access, and marketability of the properties, and ensure the long-term cost-efficiency of services that are obtained through the County provided maintenance (economy of scale).
GENERAL BENEFIT
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by the District assessments and the proximity and relationship to properties to be assessed, it is evident these improvements have been installed as part of the development of properties within the District or are improvements that would otherwise be shared by and/or required for development of those properties. Although the improvements are largely located along Shasta Gateway Drive as well as the median on Shasta Gateway Drive the development and may be visible and/or accessible to the general public, it is evident that the ongoing maintenance of these improvements are only necessary for the appearance and advantage of the properties within the District. It is also evident that these improvements were not required nor necessarily desired by any properties or developments outside of the District boundaries. 177
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In the absence of a special funding, these types of improvements would not have been installed by the developer per the City’s conditions and the City’s maintenance of these improvements would for the most part, be limited to weed abatement (fuel modification areas), rodent control, and erosion control services only. This basic or baseline level of service would typically provide for periodic servicing of the open space areas on an as-needed basis. This baseline level of service would only provide a level of service that was necessary to ensure public safety, essential property protection and potential property damage. However, this baseline level of service results in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance that can be provided through the District assessments.
In addition to this baseline level of service, it is recognized that there are indirect or incidental benefits to properties within the District as well as the general public that are associated with regular landscape maintenance services, including minimization of dust and debris, and decreased potential water runoff from the open space areas.
It is also recognized that with the regular maintenance of the improvements, the effort and cost to monitor and address these more indirect issues are reduced to isolated areas and/or less frequent servicing, and these activities generally represent less than two percent (2%) of the overall maintenance costs. Therefore, if the District did not exist and the City had to maintain the area at a minimum level it is estimated that the costs associated with these indirect and incidental benefits would not exceed five percent (5%) of the combined annual expenses for General Maintenance identified in the annual maintenance budget contained in "Part III – The District Budget” of this Report.
C. REASON FOR THE ASSESSMENT
The assessments proposed to be annually levied and collected on parcels within the District are established to defray the costs of the maintenance, operation, and servicing of improvements, as previously identified in “Part I - Plans and Specifications” of this Report.
These identified improvements, services and activities and the associated costs to provide such improvements identified in “Part III – The District Budget” of this Report, have been carefully reviewed and proportionally allocated to the parcels that receive special benefits from those improvements and services and are inclusive of all parcels that receive special benefits which are identified in “Part V – Assessment Roll” of this Report pursuant to the provisions of the California Constitution and 1972 Act. The formulas used for calculating special benefits within the District as outlined by this Report, have been established to reflect the composition of the parcels and the improvements and services to be provided and to fairly apportion the cost of those improvements based on the special benefits to each parcel. The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the improvements to be funded by the assessments, and the assessment obligation for each parcel reflects that parcel’s proportional special benefits as compared to other properties that receive special benefits from the improvements. Furthermore, such assessments shall be used solely for the maintenance operation and servicing of the District improvements as authorized pursuant to the 1972 Act and in accordance with the California Constitution, the proportionate special benefits to each parcel shall be determined in relationship to the entirety of the public improvement or the maintenance and operation expenses being provided and for which the property receives special benefits. 178
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D. ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of the parcels within the District. The special benefit received by each lot or parcel is equated to the overall land use of the parcel based on the parcel’s actual land use or proposed planned development and is reliant upon the special benefit received from the improvements planned within the District.
To identify and determine the special benefit to be received by each parcel, it is necessary to consider the entire scope of the District improvements as well as individual property development within the District. The costs associated with the improvements shall be fairly distributed among the parcels based upon the special benefit received by each parcel. Additionally, in compliance with Article XIIID Section 4 of the State Constitution, 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 the proposed land use of each property as compared to other parcels that benefit from those specific improvements.
E. EQUIVALENT BENEFIT UNITS
To assess benefits equitably it is necessary to calculate each property’s relative share of the special benefits conferred by the funded improvements and service. The Equivalent Benefit Unit (EBU) method of assessment apportionment is utilized for this District and establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. The EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for assessment districts, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics which may include but is not limited to land use and property size.
For the purposes of this Engineer's Report, an EBU is the quantum of benefit derived from the various improvements in the District based on the average acres of single-family residential property. The average single-family home in the surrounding area equates to 0.2555 (0.25) acres of land. Thus, the "benchmark" property (the single-family residential parcel) derives one (1) EBU of benefit and would be assigned 1.00 Equivalent Benefit Unit if existed in place of commercial development, as such each acre of commercial land would be assigned 4.00 EBU per acre.
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula or method that fairly distributes the net amount to be assessed, among all assessable parcels in proportion to the estimated benefits to be received by each parcel from the improvements. The benefit formula used for the District should reflect the composition of the parcels, and the improvements and services provided, to fairly apportion the costs based on special benefit to each parcel.
EBU APPLICATION BY LAND
Developed Non-Commercial — This land use is defined as property developed for either commercial or industrial use. This type of property receives greater benefit than Single-Family or Multi-Family property due to typically larger lot sizes in relation to residential properties. With typical SFR lot sizes in the City at 0.25 acres, Developed Commercial land use type is assessed at 4.0 EBU per gross acre. Parcels less than 0.25 acres are assigned a minimum of 1.0 EBU and there is no maximum acreage cap, as is the case with Vacant Non-Residential Property. 179
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Vacant Commercial — This land use is defined as property currently zoned for any nonresidential use where a tentative or final tract map has not been submitted and/or approved. This land use is assessed at 1.0 EBU per gross acre. Parcels less than 1 gross acre are assigned a minimum of 1.0 EBU.
Exempt Parcels — This land use identifies properties that are not assessed and are assigned
0.0 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); dedicated public easements, open space areas and right-of-ways including greenbelts and parkways; utility right-of-ways; common areas, sliver parcels and bifurcated lots or any other property that cannot be developed; publicly owned properties that are part of the District improvements or that have little or no improvement value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempt from assessment.
The following table provides a listing of land use types, land use code designations, the Equivalent Benefit Unit factor applied to that land use type, and the multiplying factor used to calculate each parcel’s individual EBU.
Land Use Codes and Equivalent Benefit Units
Property Type Land Use
Code
Equivalent
Benefit Units Multiplier
Developed Commercial COM 4.00 Gross Acre
Vacant Commercial VAC 1.00 Gross Acre
Exempt Parcel XMT 0.00 Parcel
F. ASSESSMENT CALCULATIONS
The total number of Equivalent Benefit Units (EBU’s) is the sum of all individual EBU's applied to parcels that receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of EBU’s of all parcels benefiting from the improvements. This Rate is then applied back to each parcel’s individual EBU to determine the parcel’s proportionate benefit and assessment obligation for the improvements.
Total Balance to Levy / Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
G. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.
Prior to the passage of Proposition 218 (California Constitution Articles XIII C and XIII D), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). 180
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The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs. Commencing with fiscal year 2024/2025, the amount of the assessment for the District may be increased to adjust for increases in labor and material costs. This increase will be based upon the greater of three (3) percent or the annual change in the Consumer Price Index, All Urban Consumers, for the San FranciscoOakland-Hayward, CA area, as determined by the United States Department of Labor, or its successor, without conducting another mailed ballot election.
The Maximum Assessment is adjusted annually and is calculated independent of the annual budget and proposed annual assessment. Any proposed annual assessment (rate per EBU less than or equal to this Maximum Assessment) is not considered an increased assessment, even if the proposed assessment is greater than the assessment applied in the prior fiscal year.
Although the Maximum Assessment will increase each year, the actual assessment may remain unchanged. The Maximum Assessment adjustment is designed to establish a reasonable limit on assessments. The Maximum Assessment calculated each year does not require or facilitate an increase to the annual assessment and neither does it restrict assessments to the adjusted maximum amount. If the budget and assessment for the fiscal year do not require an increase, or the increase is less than the adjusted Maximum Assessment, then the required budget and assessment may be applied without additional property owner balloting. If the budget and assessments calculated requires an increase greater than the adjusted Maximum Assessment, then the assessment is considered an increased assessment and would be subject to balloting. 181
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PART III — THE DISTRICT BUDGET
The following budget outlines the estimated annual costs to be collected and deemed necessary for the operation, maintenance, and servicing of the improvements for the District. The maximum assessment (Rate per Equivalent Benefit Unit) identified by this budget establishes the initial maximum assessment for the District in fiscal year 2023/2024. This assessment rate shall be adjusted annually by the Assessment Range Formula described in the method of apportionment and collectively this assessment rate and inflationary adjustment will be presented to the property owners of record for approval as part of the balloting process for new or increased assessments in accordance with the provisions of the California Constitution, Article XIII D. 182
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Shasta Gateway Industrial Park Landscape and Lighting Maintenance District Levy Component Shasta Gateway Industrial Park
LLMD
Landscape Maintenance $30,000
Landscape Utilities 10,368
Median Maintenance 1,691
Streetlight Maintenance 715
Streetlight Utilities 2,016
Total Direct Costs $44,790
Irrigation Repair $1,577
Sprinkler Replacement 1,797
Total Capital Improvement Project Costs $3,374
Levy Administration and Professional Services $500
County Collection Fee 71
City Overhead and Administration 250
Total Administration Costs $821
TOTAL DIRECT AND ADMIN COSTS $48,985
Reserve Collection/(Transfer) $22,395
Capital Improvement Fund Collection/(Transfer) 2,826
General Benefit Contribution 0
General Fund/Other Revenue(Contributions) 0
Total Collections/(Credits) $25,221
Balance to Levy (Budgeted) $74,206
Total Parcels Built Out 19
Total Parcels Levied Built Out 18
Total Equivalent Benefit Units 195.52
Assessment Rate per Benefit Unit $379.54
Maximum Rate per Benefit Unit (Current Fiscal Year) $379.54 Estimated Beginning Reserve Fund Balance $0
Reserve Fund Adjustments 22,395
Estimated Ending Reserve Balance $22,395
Estimated Beginning Capital Improvement Fund Balance $0 Capital Improvement Adjustments 2,826
Irrigation Repair Project - 5 Years 1,577
Sprinkler Replacement Project - 5 Years 1,797
Estimated Ending Capital Improvement Balance $6,200
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PART IV — DISTRICT DIAGRAM
The following District Diagram identifies the area of land within the District to be designated as “Shasta Gateway Industrial Park Landscape and Lighting Maintenance District”, based on the development and improvement plans for the District, Shasta County Assessor’s Maps, and Shasta County Assessor’s property information as the same existed at the time this Report was prepared. The District includes the parcels located on Shasta County Assessor’s Parcel Map Book 064 Page 440. The combination of this map and the Assessment Roll contained in Part V of this Report constitute the Assessment Diagram for the District. The maximum assessment rate, assessment range formula and the proposed assessment amount for each of the lots and parcels of land 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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PART V — ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is outlined in the preceding Assessment Diagram and is based on available parcel maps and property data from the Shasta County Assessor’s Office at the time this Engineer’s Report was prepared. A listing of the lots and parcels to be assessed within this District commencing in Fiscal Year 2023/2024, along with the assessment amount for each such lot or parcel is provided below.
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 to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rates 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 amount.
Assessor's Parcel
Number Owner Acre EBU
Maximum
Assessment
Rate
Maximum
Assessment
064-440-001-000 EVANS ROCKY LIVING TRUST 2.06 8.24 $379.54 $3,127.41 064-440-005-000 DORIO FAMILY TRUST ETAL 6.69 26.76 $379.54 $10,156.49 064-440-008-000 SHASTA LAKE CITY OF 0.92 3.68 $379.54 $1,396.71 064-440-009-000 SHASTA LAKE CITY OF 0.84 3.36 $379.54 $1,275.25 064-440-010-000 MCKENNY NEAL ETAL 3.62 14.48 $379.54 $5,495.74 064-440-015-000 LIBERTY GATEWAY LLC 3.33 13.32 $379.54 $5,055.47 064-440-016-000 SHASTA DAM P U D 4.826 0.00 $0.00 $0.00 064-440-017-000 LAHAR DEVELOPMENT LLC 3.81 15.24 $379.54 $5,784.19 064-440-023-000 TAU WEST LLC 5.1 20.40 $379.54 $7,742.62 064-440-025-000 TAU WEST LLC 1.98 7.92 $379.54 $3,005.96 064-440-026-000 RAW INNOVATIONS LLC 3.04 12.16 $379.54 $4,615.21 064-440-028-000 TAU WEST LLC 1.98 7.92 $379.54 $3,005.96 064-440-029-000 SHASTA LAKE CITY OF 1.4 5.60 $379.54 $2,125.42 064-440-030-000 HULI INVESTMENTS LLC 3.7 14.80 $379.54 $5,617.19 064-440-031-000 HULI INVESTMENTS LLC 1.8 7.20 $379.54 $2,732.69 064-440-032-000 HULI INVESTMENTS LLC 1.5 6.00 $379.54 $2,277.24 064-440-033-000 HULI INVESTMENTS LLC 1.6 6.40 $379.54 $2,429.06 064-440-034-000 HULI INVESTMENTS LLC 3.2 12.80 $379.54 $4,858.11 064-440-035-000 LAWSON 2011 TRUST 2.31 9.24 $379.54 $3,506.95 186
Report and Recommendations 8
Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Jessaca Lugo, City Manager
DATE: November 7, 2023
SUBJECT: A RESOLUTION OF THE CITY OF SHASTA LAKE CITY COUNCIL AUTHORIZING THE AMENDMENT OF FEES AT THE LARRY J.
FARR COMMUNITY CENTER
FILE NO.: xxx-xxx-xxx
RECOMMENDATION:
Staff recommends the City Council approve a resolution authorizing the amendment of fees at the Larry J. Farr Community Center.
BACKGROUND
In 2018, the City of Shasta Lake made a significant investment in building a new community center situated at 4499 Main Street. This facility was subsequently named the Larry J. Farr Community Center ("Community Center") in honor of Larry J. Farr. Since its inauguration, the Community Center has experienced a steady rise in utilization each year, except for a period during the COVID-19 pandemic.
Fiscal year
(Jul1-June 30)
Private/Non-Profit
Bookings
Estimated
Revenue
Estimated
Expenditures
2023 N/P 20 Private 35 $34,500 $25,418.56
2022 N/P 6 Private 22 $17,025 $20,718.33
2021 N/P 3 Private 9 $ 7,725 $12,333.24
2020 N/P 18 Private 14 $11,500 $11,388.72
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Over the past five years since its inception, our fee structure has remained unchanged.
However, it's essential to note that the overall expenses associated with facility maintenance have increased. This rise in costs can be attributed, in part, to the significant shift in the U.S. inflation rate, which was approximately 1.81% in 2019 but escalated to
8.00% by 2022.
The facility's expenditures tend to fluctuate based on its usage. Periodically, we encounter bookings, particularly those related to alcohol events, that result in damage to the facility.
The $500.00 deposit collected for such events often falls short of covering the necessary expenses for more frequent carpet and chair cleaning.
Our primary objective is to ensure that the facility remains in pristine condition, providing an enjoyable experience for all who utilize it. To achieve this, we believe that a modest increase in our fees will prove beneficial in offsetting the day-to-day operational costs and preparing for unforeseen expenditures.
Staff requests the City Council amend the fee schedule to the following:
FULL DAY RATE PARTIAL DAY
RATE
CLEANING
DEPOSIT
(Refundable)
Main Hall (4499
Main Street)
$800.00 (more than
6 hours)
previously $600
Local Non-Profit
Rate (50%
discount)
$400.00
previously $300
$500.00 (6 hours or
less)
previously $400
Local Non-Profit
Rate (50%
discount)
$250.00
previously $200
No Alcohol:
$200.00
Alcohol:
$750.00
previously $500
Meeting Room
(1525 Median
Avenue)
N/A Up to $15 per hour No deposit
FISCAL IMPACT
Projected rise in general fund income around $0.00, with operating expenses for the facility expected to balance it out. Both revenue and expenditures will vary based on usage.
ATTACHMENTS
Resolution
DISTRIBUTION
188
City Clerk
Kathie Reid, Executive Assistant
Public Facilities Committee
189
RESOLUTION NO. 2023-XX
__________________________________________________________________
A RESOLUTION BY THE CITY OF SHASTA LAKE CITY COUNCIL REVISING FEES FOR THE LARRY J. FARR COMMUNITY CENTER
WHEREAS, the City of Shasta Lake (the "City) possesses the authority to levy fees, charges, and rates for regulatory purposes, with the aim of covering the reasonable expenses associated with delivering governmental services to the general public; WHEREAS, the City maintains several public buildings, some of which are available for rental and use by the public for various purposes; and
WHEREAS, the City's staff periodically advises the City Council to review these fees to ensure that the revenue collected sufficiently offsets the costs of operating and maintaining these public facilities; and
WHEREAS, on March 30, 2018, the City implemented policies and procedures (as per CC18-24) to establish guidelines and regulations governing the Larry J. Farr Community Center ("Community Center") and Meeting Room; and
WHEREAS, the City organized a Public Facilities Committee meeting on August 15, 2023, with the purpose of gathering public input on potential revisions to the fees associated with the Community Center; and
WHEREAS, based on the Committee's recommendations, the following adjustments to the fee structure have been proposed:
FULL DAY RATE PARTIAL DAY
RATE
CLEANING
DEPOSIT
(Refundable)
Main Hall (4499
Main Street)
$800.00 (more than
6 hours)
Local Non-Profit
Rate (50%
discount)
$400.00
$500.00 (6 hours or
less)
Local Non-Profit
Rate (50%
discount)
$250.00
No Alcohol:
$200.00
Alcohol:
$750.00
Meeting Room
(1525 Median
Avenue)
N/A Up to $15 per hour No deposit
NOW THEREFORE, the City Council of the City of Shasta Lake hereby enacts the following:
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Section 1. The fees pertaining to the utilization of the City of Shasta Lake Larry J.
Farr Community Center will be amended pursuant to the action of this resolution.
Section 2. This amendment shall take effect in its entirety on January 1, 2024 PASSED, APPROVED, AND ADOPTED this 7th day of November 2023 by the following vote:
AYES:
NOES:
ABSENT:
GREG WATKINS, Mayor
ATTEST:
TONI M. COATES, CMC
City Clerk
191