Agenda packet — City Council and Concurrent Authorities, June 4, 2024 (part 7 of 7)

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The anticipated Zone B-1 reserve balance as of June 30, 2024, is $606,042.23. The recommended reserve balance is $398,996.51. When the assessment for Zone B-1 was originally approved, it did not include a provision for an annual escalator. The assessment cannot be increased without the affected property owners voting to approve the increase. Therefore, no change is proposed in the $84.00/dueF assessment for FY 2024-25. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $157.70 per dueF.

ZONE B-2, WESTON RANCH:

Zone B-2 is located west of Interstate 5, east of the San Joaquin River, and north of French Camp Road. This zone encompasses all of the Weston Ranch development.

Improvements maintained include the back-up walls, landscaping between the walls and back of sidewalk, the landscaping on the PG&E easement/greenbelt, and Paul E.

Weston Park.

There is a request for an appropriation of $767,932.78 from the reserve for continuing appropriations to balance the budget and accommodate contributing to the maintenance of Paul E. Weston Park. The amount remaining in the reserve after this requested appropriation is considered insufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone B-2 account at the close of the fiscal year.

When the assessment for Zone B-2 was originally approved, it did not include a provision for an annual escalator. The assessment cannot be increased without the affected property owners voting to approve the increase. Therefore, no change is proposed in the $117.82/dueF assessment for FY 2024-25. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $257.53 per dueF.

The anticipated Zone B-2 reserve balance as of June 30, 2024, is -$686,578.33. The recommended reserve balance is $4,442,009.01. Zone B-2 will require an appropriation from the reserve and general fund to cover contracted expenses, utilities, and administration even without budgeting for eventual, but unscheduled expenditures. This zone will require further analysis to determine whether it can continue to fund maintenance of all improvements for which it was formed and at the current service levels.

ZONE B-3, PAUL E. WESTON PARK:

Zone B-3 is located west of Interstate 5, east of the San Joaquin River, and generally north of William Long Boulevard. This zone is for the maintenance of the Paul E.

Weston Park.

When the assessment for Zone B-3 was originally approved, it did not include a provision for an annual escalator. The assessment cannot be increased without the affected property owners voting to approve the increase. Therefore, no change is 1296

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proposed in the $24/dueF assessment for FY 2024-25. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $38.57 per dueF.

The anticipated Zone B-3 reserve balance as of June 30, 2024, is -$196,247.02. The recommended reserve balance is $811,123.72. The Zone requires an appropriation from the general fund of $69,497.82 to sustain it. Zone B-2 also funds a portion of Weston Park expenses. This zone will require further analysis to determine whether it can continue to fund maintenance of all improvements for which it was formed and at the current service levels.

ZONE B-4, HONORABLE SANDRA BUTLER SMITH NEIGHBORHOOD PARK:

Zone B-4 is located in the westerly portion of Weston Ranch and is generally bounded by the San Joaquin River, French Camp Road, the PG&E Easement/Greenbelt, and William Moss Boulevard. This zone is for the maintenance of the Honorable Sandra Butler Smith Neighborhood Park.

The assessment for this zone has a provision for an annual escalator. The escalator is the greater of three percent or the percentage increase of the local CPI. The local CPI increased 2.63 percent; therefore, the FY 2024-25 escalator applied to the maximum allowable assessment is 3.00 percent. The actual FY 2023-24 assessment was $111.14/dueF.

The anticipated Zone B-4 reserve balance as of June 30, 2024, is $359,215.77. The recommended reserve balance is $300,262.77. It is recommended that FY 2024-25 assessment increase by 4.25 percent due to the financial impact of rapid inflation. This will be re-evaluated when preparing the FY 2025-26 budget. The FY 2024-25 assessment will nearly fund estimated expenditures with an appropriation from the reserve of $21,214.50. Any unexpended budgeted funds are returned to the Zone B-4 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $115.86/dueF. The proposed maximum FY 2024-25 assessment is $115.87/dueF, which is an increase of 4.25 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures and contributing minimally to the reserve, the assessment would be $136.72/dueF.

ZONE B-5, WESTON RANCH – FRENCH CAMP ROAD FENCE:

Zone B-5 is located in the southwesterly portion of Weston Ranch and is generally bounded by the San Joaquin River, Henry Long Boulevard, Alice McCuen Avenue, and French Camp Road. This zone is for the maintenance of approximately 6,700 lineal feet of masonry wall located on the south side of French Camp Road from Carolyn Weston Boulevard to EWS Woods Boulevard.
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The Zone B-5 has an anticipated reserve balance as of June 30, 2024, of $-20,556.30.

The recommended reserve balance is $330,784.54. This wall was constructed by the Weston Ranch development as a concession to the property owner to the south of French Camp Road for dedicating right-of-way to widen French Camp Road. When the property lying southerly of French Camp Road eventually develops, the fence system will no longer be necessary, and Zone B-5 can be closed. Assessment revenue funds replacements of damaged sections of the fence system. Until there is development to the south, it is recommended that the assessment be set to provide an amount for annual historical damage, which has been approximately $45,000, and not develop a reserve due to historical data that suggests additional funds are highly unlikely. Any potential overages will be funded from the general fund as there is no current significant reserve. Since it is not anticipated that the fence system will reach the end of its service life before development southerly of French Camp Road, there does not appear to be a need to build a replacement reserve to the recommended level. An annual budget of $45,000 for repairs, should be adequate to fund any damage. While there could be a catastrophic series of events that could cause over $45,000 of damage, damage of that magnitude has not occurred in the past.

The budget reflects a potential request for an appropriation of $63,349.00 from the general fund to balance the budget, however as noted above this would only be in the event of an unlikely catastrophic series of events. The amount remaining in the reserve after this potential appropriation is considered insufficient to meet present obligations and would require the subsequent annual assessment be increase to the maximum allowed to replenish the general fund and the Zone. Any unexpended budgeted funds are returned to the Zone B-5 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $95.34/dueF. The proposed maximum FY 2024-25 assessment is $219.59/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $207.46/dueF.

ZONE C-1, SPANOS PARK:

Zone C-1 is located east of Thornton Road and north of Bear Creek. Improvements maintained include back-up walls, landscaping between the walls and curb, landscaped medians, and fund a proportionate share of the costs for Vivian "Lady B" Baxter Park. 1298

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There is a request for an appropriation of $27,776.56 from the reserve for continuing appropriations to balance the budget. The amount remaining in the reserve after this requested appropriation is not considered sufficient to meet future obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone C-1 account at the close of the fiscal year.

The anticipated reserve in Zone C-1 is not sufficient to continue appropriating funds at prior year's levels as the zone has been insolvent for the past two years. To address the limited available revenue, wall repairs will no longer be funded. All walls are a development requirement and are constructed on private property. SMC Section

8.30.040.D obligates the property owner to repair any wall constructed as a condition of development. Reductions in frequency of landscape maintenance services will be evaluated along with a reduction in irrigation frequency. Zone C-1 also pays its proportionate share of the cost to maintain Baxter Park. Zone C-1 was originally formed, and budget set based on maintaining the only street landscaping installed with the development. Baxter Park maintenance cost was added to Zone C-1 in 1997 without an increase in the existing assessment. Annually increasing park maintenance costs are taking a larger percentage of the budget and requiring an ever-increasing appropriation from the reserve. For FY 2023-24, the estimated share was $24,400, which is approximately 33 percent of the revenue generated by Zone C-1. If reserve appropriations continue at past years' magnitude, Zone C-1 will be insolvent in 2 to 3 years. It is further recommended the proportionate share of Baxter Park costs, estimated at $24,400, be funded by the General Fund, Account 010-3070-590. Zone C1 will be able to continue to fund scheduled maintenance of the development's street landscaping but will not be able to fund any enhancements or replacements without the property owners approving an increase in the assessment.

When the assessment for Zone C-1 was originally approved, it did not include a provision for an annual escalator. The assessment cannot be increased without the affected property owners voting to approve the increase. Therefore, no change is proposed in the $119.24/dueF assessment for FY 2024-25. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $167.05/dueF.

The anticipated Zone C-1 reserve balance as of June 30, 2024, is -$70,263.68. The recommended reserve balance is $1,465,760.95. Zone C-1 would require an appropriation from the general fund to cover contracted expenses, utilities, and administration even without budgeting for eventual, but unscheduled expenditures. This zone will require further analysis to determine whether it can continue to fund maintenance of all improvements for which it was formed and at the current service levels.

ZONE C-2, NORTH STOCKTON PROJECTS:

Zone C-2 includes all of the Waterford Estates East and West, Beck Estates, Beck Ranch, Beck Farms, Elkhorn Country Club Estates, Silver Springs, and Gold Springs subdivisions in the northwesterly part of the City. The zone was formed to provide

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funds for the maintenance of masonry walls and landscaping, certain segments of the Pixley Slough bicycle/pedestrian path, and fund a proportionate share of the costs for Vivian "Lady B" Baxter Park.

The anticipated Zone C-2 reserve balance as of June 30, 2024, is $1,608,342.99. The recommended reserve balance is $634,305.59. It is recommended that FY 2024-25 assessment increase by 4.90 percent due to the financial impact of rapid inflation. This will be re-evaluated when preparing the FY 2025-26 budget. Any unexpended budgeted funds are returned to the Zone C-2 account at the close of the fiscal year.

Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be reduced.

The proposed actual FY 2024-25 assessment is $292.86/dueF. The proposed maximum FY 2024-25 assessment is $292.87/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures, the assessment would be $314.16 per dueF.

ZONE C-3, SPANOS PARK WEST:

Zone C-3 is located in the northwesterly portion of the City and is generally bounded by Interstate 5, Bear Creek, the Westlake Villages development, and Eight Mile Road.

This zone was formed to provide funds for the maintenance of decorative concrete pavement, bicycle/pedestrian path along a portion of Bear Creek, and maintenance of Michael Faklis and Iloilo Sister City Parks.

The anticipated Zone C-3 reserve balance as of June 30, 2024, is $1,249,841.01. The recommended reserve balance is $751,148.05. It is recommended that FY 2024-25 assessment increase by 10.09 percent due to the financial impact of rapid inflation. This will be re-evaluated when preparing the FY 2025-26 budget. It is recommended there be an appropriation of $137,181.28 from the reserve to moderate the increase. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone C-3 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can

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be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $179.16/dueF. The proposed maximum FY 2024-25 assessment is $252.19/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $233.24/dueF.

ZONE C-4, FAIRWAY GREENS:

Zone C-4 includes all of the Fairway Greens subdivision in the northwesterly part of the City. The zone was formed to provide funds for the maintenance of masonry walls and landscaping and to provide its proportionate share of costs to maintain any parks serving the subdivision or within the service area of the subdivision.

The anticipated Zone C-4 reserve balance as of June 30, 2024, is $179,213.78. The recommended reserve balance is $217,581.00. It is recommended that the FY 2024-25 actual assessment increase by 10.08 percent and that there be a $24,728.76 appropriation from the reserve to moderate in the increase. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone C-4 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $98.90/dueF. The proposed maximum FY 2024-25 assessment is $333.92/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $224.42/dueF.

ZONE C-6, WESTLAKE VILLAGES:

Zone C-6 is generally bounded by Eight Mile Road, A.G. Spanos Park West subdivision, Bear Creek and Disappointment Slough, and Rio Blanco Road. Zone C-6 was formed to provide funds for maintenance of public parks, a portion of the bicycle/pedestrian path on the Bear Creek levee, and public street lighting constructed within the Westlake Villages project.

The assessment for this zone has a provision for an annual escalator. The escalator is the greater of three percent or the percentage increase of the local CPI. The local CPI

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increased 2.63 percent; therefore, the FY 2024-25 escalator applied to the maximum allowable assessment is 3.00 percent. The actual FY 2023-24 assessment was $105.40/dueF.

The anticipated Zone C-6 reserve balance as of June 30, 2024, is $337,639.26. The recommended reserve balance is $181,558.39. It is recommended that the FY 2024-25 actual assessment increase by 10.38 percent and that there be a $55,090.78 appropriation from the reserve to moderate in the increase. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone C-6 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $116.34/dueF. The proposed maximum FY 2024-25 assessment is $232.38/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $165.93/dueF. This will be studied in FY 2025-26 once the new development maintenance costs have been realized.

ZONE C-7 AND SUB-ZONE A, NORTH STOCKTON PROJECTS III:

North Stockton Projects III is generally bounded by Eight Mile Road, Lower Sacramento Road, and the Union Pacific Railroad. Zone C-7 was formed to provide for maintenance of Dorotha Pitts Park. Sub-Zone A was formed to provide for maintenance of streetscaping, walls, and streetlights in the Northbrook subdivision.

The anticipated Zone C-7/7A reserve balance as of June 30, 2024, is $385,909.88. The recommended reserve balance is $1,010,680.89. It is recommended that FY 2024-25 assessment increase by 10.09 percent due to the financial impact of rapid inflation. This will be re-evaluated when preparing the FY 2025-26 budget. There is a request for $25,713.32 from Zone C-7 and a request for $49,283.76 from the Sub-Zone A reserve for continuing appropriations to modulate the annual increase. The assessment for the zone can be increased slowly in the coming years to fully fund the zone and sub-zone without drawing on the reserves. The amount remaining in the reserve after these requested appropriations is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone C-7 and Sub-Zone A accounts at the close of the fiscal year. Based on current 1302

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projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual Zone C-7 FY 2024-25 assessment is $230.98/dueF. The proposed actual Sub-Zone A FY 2024-25 assessment is $190.52/dueF. The proposed maximum Zone C-7 FY 2024-25 assessment is $259.42/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. The proposed maximum SubZone A FY 2024-25 assessment is $286.48/dueF, which is an increase 3.00 percent over the FY 2023-24 maximum assessment. If the assessments were set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessments for Zones C-7 and C-7 Sub-Zone A would be $264.07/dueF and $336.76/dueF, respectively.

ZONE D-1, BRIDGEPORT TRAILS:

Zone D-1 is located south of Charter Way, north of West Eighth Street, and east and west of Fresno Avenue. Improvements maintained include back-up walls and landscaping between the walls and back of sidewalk.

There is a request for an appropriation of $34,419.00 from the reserve for continuing appropriations to balance the budget. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone D-1 account at the close of the fiscal year.

The anticipated Zone D-1 reserve balance as of June 30, 2024, is $204,571.86. The recommended reserve balance is $289,109.51. When the assessment for Zone D-1 was originally approved, it did not include a provision for an annual escalator. The assessment cannot be increased without the affected property owners voting to approve the increase. Therefore, no change is proposed in the $85/dueF assessment for FY 2024-25. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $193.25/dueF.

ZONE D-3, BRIDGEPORT TRAILS UNIT 4 AND 5:

Zone D-3 is located south of Charter Way, north of West Eighth Street, and east and west of Fresno Avenue. This zone was formed to maintain back-up walls and landscaping between the walls and back of sidewalk, and landscaped buffer parcels.

The anticipated Zone D-3 reserve balance as of June 30, 2024, is $192,874.02. The recommended reserve balance is $123,482.50. It is recommended that the 1303

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assessments for Zone D-3 be increased due to rapid inflation. It is recommended there be an appropriation of $10,554.86 from the reserve to fully fund estimated costs and to moderate the increase. Any unexpended budgeted funds are returned to the Zone D-3 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $271.00/dueF. The proposed maximum FY 2024-25 assessment is $305.04/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $328.36/dueF.

ZONE D-4, CALAVERAS ESTATES:

Zone D-4 includes the new development lying generally north of Barrymore Street on the east and west sides of Alvarado Avenue. This zone was formed to maintain the wall between the subdivision and the railroad tracks, public street lighting, an access way to the Calaveras River at the northerly end of Alvarado Avenue, landscaping in the vicinity of Alvarado Avenue and Beeler Street, and develop a replacement reserve for the eventual replacement of the wall.

The anticipated Zone D-4 reserve balance as of June 30, 2024, is $139,583.44. The recommended reserve balance is $81,297.17. While the reserve exceeds the recommended reserve balance, the proposed FY 2024-25 assessment does not fully fund the estimated expenditures. There is a request for an appropriation of $38,476.12 from the reserve. This appropriation from the reserve is designed to bring the reserve balance to the target level within a couple years, at which point the assessment will revert to a level necessary to fund budgeted expenditures and maintain the reserve.

The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone D-4 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $144.84/dueF. The proposed maximum FY 2024-25 assessment is $1,453.12/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $436.32/dueF. 1304

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ZONE D-6, MOSS GARDEN:

Zone D-6 is located southeasterly of State Route 4/Charter Way and Fresno Avenue.

Improvements maintained/to be maintained include landscaping between the walls and curb, public street lighting, and its proportionate share of the cost to any park that serves the development or is within the service area of the development.

The anticipated Zone D-6 reserve balance as of June 30, 2024, is $153,128.67. The recommended reserve balance is $32,944.20. It is recommended that there be a $78,111.54 appropriation from the reserve, since the reserve exceeds the recommended reserve balance. Increasing the assessment by the CPI to offset rapid inflation, along with the appropriation from the reserve, is designed to bring the reserve closer to the target level within a few years at which time the assessment will revert to a level that will fully fund budgeted expenditures and maintain the reserve. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone D-6 account at the close of the fiscal year.

Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $14.84/dueF. The proposed maximum FY 2024-25 assessment is $593.64/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $223.30/dueF.

ZONE E-1, LITTLE JOHN CREEK:

Zone E-1 is located north of Industrial Drive between Pock Lane and State Highway 99.

Improvements maintained/to be maintained include back-up walls, trees in tree wells, landscaping between the walls and back of sidewalk, the special bridge railing on the Pock Lane Bridge, and fund a proportionate share of the costs for Ernie Shropshire Park. This zone also contributes its proportionate share of costs for maintenance of the Stockton Airport Business Center storm drainage basin.

The assessment approved when the Little John Creek Zone was originally formed was $59.68. In June of 2000, an increase to the assessment was approved to account for increased maintenance costs and to provide for park maintenance. That additional assessment amount was also approved with an annual escalator. The portion of the FY 2024-25 maximum allowable assessment for this zone that is over the original $59.68, $277.00, is subject to the escalator. The escalator is the greater of three percent or the 1305

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percentage increase of the local CPI. The local CPI increased 2.63 percent; therefore, the FY 2024-25 escalator applied to the maximum allowable assessment is 3.00 percent. The actual FY 2023-24 assessment was $226.00/dueF.

The anticipated Zone E-1 reserve balance as of June 30, 2024, is $559,855.50. The recommended reserve balance is $324,519.76. It is recommended that FY 2024-25 assessment increase by 10.10 percent due to the financial impact of rapid inflation.

This will be re-evaluated when preparing the FY 2025-26 budget. It is recommended there be an appropriation of $39,421.62 from the reserve to bring the reserve closer to the target level. Any unexpended budgeted funds are returned to the Zone E-1 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

Zone E-1 will contribute its proportionate share of $5,842.00 to the Stockton Airport Business Center Storm Drain Basin Maintenance District for maintenance costs of the Stockton Airport Business Center storm drain basin.

The proposed actual FY 2024-25 assessment is $248.82/dueF. The proposed maximum FY 2024-25 assessment is $277.36/dueF, which is a 3.00 percent increase in the park maintenance portion of the assessment over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures and reserve allocation, the assessment would be $298.72/dueF.

ZONE E-3, SEABREEZE:

Zone E-3 is generally located south of Industrial Drive and west of State Highway Route 99, and at the northwesterly corner of Pock Lane and Industrial Drive. Improvements maintained/to be maintained include back-up walls, landscaping between the walls and back of sidewalk, a landscaped area under the PG&E power lines west of Pock Lane, and fund a proportionate share of the costs for Ernie Shropshire Park. This zone also contributes its share for the costs of maintenance of the Stockton Airport Business Center storm drainage basin.

The anticipated Zone E-3 reserve balance as of June 30, 2024, is $291,726.32. The recommended reserve balance is $413,678.66. It is recommended that FY 2024-25 assessment increase by 10.10 percent due to the financial impact of rapid inflation. This will be re-evaluated when preparing the FY 2025-26 budget. There is a request for an appropriation of $68,550.90 from the reserve for continuing appropriations to fully fund estimated costs. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for

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future contingencies. The appropriation will be reduced, and the assessment gradually increased over the next several years until the assessment fully funds maintenance expenses and provide for contributing to the reserve to fund replacement of long service life improvements. Any unexpended budgeted funds are returned to the Zone E-3 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

Zone E-3 will also contribute $2,426 to the Stockton Airport Business Center Storm Drain Basin Maintenance District for its proportionate share of maintenance costs of the Stockton Airport Business Center storm drain basin.

The proposed actual FY 2024-25 assessment is $473.20/dueF. The proposed maximum FY 2024-25 assessment is $995.95/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $692.91/dueF.

ZONE E-4, OAKMORE MEADOWS:

Zone E-4 is generally bounded by Alpine Avenue, the Union Pacific Railroad tracks, the Calaveras River, and Sanguinetti Lane. Improvements maintained/to be maintained include back-up walls, landscaping between the walls and back of sidewalk, and a future park.

The anticipated Zone E-4 reserve balance as of June 30, 2024, is $166,306.81. The recommended reserve balance is $417,156.95. It is recommended that there be a $129,856.32 appropriation from the reserve. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies, however in subsequent years increases should continue to rebuild the reserve to the proper level. Any unexpended budgeted funds are returned to the Zone E-4 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $14.58/dueF. The proposed maximum FY 2024-25 assessment is $353.60/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $188.65/dueF.
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ZONE E-5, RANCHO DEL SOL:

Zone E-5 is located on the east side of Airport Way and lies north and south of Duck Creek. Improvements maintained/to be maintained include back-up walls, landscaping between the walls and back of sidewalk, and landscaping and path along the northerly side of Duck Creek.

The anticipated Zone E-5 reserve balance as of June 30, 2024, is $373,145.77. The recommended reserve balance is $195,584.00. It is recommended there be an appropriation of $72,526.94 from the reserve. The appropriation is designed to bring the reserve balance to the target level over the next few years at which time the assessment will revert to a level necessary to fund budgeted expenditures and maintain the reserve. The amount remaining in the reserve after this requested appropriation is considered sufficient to meet present obligations and still provide for future contingencies. Any unexpended budgeted funds are returned to the Zone E-5 account at the close of the fiscal year. Based on current projections, and since the assessment for this zone can be increased, barring any catastrophic event it is not anticipated that the reserve will be depleted.

The proposed actual FY 2024-25 assessment is $151.38/dueF. The proposed maximum FY 2024-25 assessment is $613.60/dueF, which is an increase of 3.00 percent over the FY 2023-24 maximum assessment. If the assessment was set at a level that would fully fund the estimated FY 2024-25 expenditures without an appropriation from the reserve, the assessment would be $351.73/dueF. 1308
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION OVERRULING ANY AND ALL PROTESTS, ADOPTING THE ANNUAL ENGINEER'S REPORT FOR FISCAL YEAR 2024-25, APPROVING THE BUDGET FOR

EACH ZONE, CERTIFYING COMPLIANCE WITH THE REQUIREMENTS OF PROPOSITION 218 AND THE STATE OF CALIFORNIA STREETS AND HIGHWAYS

CODE, AND CONFIRMING AND LEVYING ASSESSMENTS FOR THE STOCKTON CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 96-2 On April 16, 2024, the City Council of the City of Stockton adopted Resolution No. 2024-04-16-1218 to preliminarily approve the Annual Engineer's Report for the Fiscal Year (FY) 2024-25 (the “Annual Engineer’s Report”), to provide preliminary approval of the proposed budget, and to set a public hearing for the Stockton Consolidated Landscape Maintenance Assessment District No. 96-2 (the “Consolidated Landscape District”) and the various zones therein, pursuant to the Landscaping and Lighting Act of 1972; and
Notice of the Public Hearing that was held on June 4, 2024, was duly and regularly published in The Record, in the time, form, and manner required by law as evidenced by the declaration on file with the City Clerk; and
At the public hearing, the City Council afforded to every interested person an opportunity to make a protest for each Zone to the Annual Engineer’s Report, to the maximum annual assessment, the actual FY 2024-25 assessment, to the proposed budget, or to the proposed method and proportion of assessment, either in writing or orally, and this City Council has considered each protest, if any, and all matters and things pertaining to the Annual Engineer’s Report were fully heard and considered by this Council; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. Protests or objections (including all written protests not withdrawn in writing before the conclusion of the public hearing) to the proposed levy of assessments in each zone have not been made by the owners of the area of assessable lands subject to more than 50 percent of the total proposed levy of assessments within each zone of the Consolidated Landscape District, and any and all protests or objections are overruled.

2. The Annual Engineer's Report for the Consolidated Landscape District on file with the City Clerk for FY 2024-25, which includes the budget for each zone, is approved and adopted as the method of assessment for each zone to be used to pay the 1309
costs and expenses for administration, maintenance, and operation of public parks and landscape improvements in public rights-of-way and public open spaces.

3. The Council certifies that the special assessment(s), fee(s), or charge(s) as contained in the Annual Engineer’s Report and to be placed on the FY 2024-25 Secured Property Tax bill by the City of Stockton are certified to meet the requirements of Proposition 218 that added Articles XIIIC and XIIID to the California State Constitution.

4. The assessments of the annual amount of costs and expenses for the maintenance and operation of the improvements upon the assessable lands in the Consolidated Landscape District, as contained in the Annual Engineer’s Report, are hereby approved and confirmed and shall be levied and collected for FY 2024-25. The assessments comply with all laws pertaining to the levy of the annual assessment (California Streets and Highways Code § 22500). The assessments are levied without regard to property valuation. The purpose of the assessments is for the maintenance and operation of public parks and landscape improvements in public rightsof-way and public open spaces.

5. The City Manager or designee, on behalf of the City Clerk, is hereby directed to file the assessments or a copy thereof certified by the City Clerk or other City official with the San Joaquin County Auditor and cause the assessments to be entered on the FY 2024-25 tax roll for the parcels in the Consolidated Landscape District and each Zone within the Consolidated Landscape District as set forth in the Annual Engineer’s Report on file with the City Clerk.

6. The City Manager or designee is hereby authorized and directed to execute all documents, including, but not limited to, agreements and amendments.

7. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED June 4, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC, CPMC

INTERIM CITY CLERK

CITY OF STOCKTON
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STOCKTON CONSOLIDATED

LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 96-2
FY 2024-25 Annual Engineer’s Report
Public Hearing
Stockton City Council Meeting
June 4, 2024
Item No. 16.6
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Stockton Consolidated Landscape
Maintenance Assessment District No. 96-2
 27 Active Zones Est. to Maintain Improvements
 4+ Million sq. ft. of Streetscaping
 5,500+ Trees
 68+ Acres of Open Space
 42+ Miles of Back-up Walls: Repair and Graffiti
Abatement
 10.5+ Miles of Bike/Pedestrian Paths
 12 Parks: 114+ Acres
 Streetlights
 2024-25 Proposed Budget: $6.772 Million
 Maintenance, Repairs, Utilities, Administration
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Stockton Consolidated Landscape
Maintenance Assessment District No. 96-2
 Each Year Council Adopts the Following:
 Engineer’s Report
 Maximum Allowable Assessment
 Annual Budget/Actual Assessment
 Maintenance and Operation of Landscape and Public
Park Improvements
 Provides Funding for:
 Operation, maintenance, and preparation of an annual
Engineer’s Report and tax rolls; legal review; collection of assessments on San Joaquin County property taxes and City administration
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Maximum Allowable
vs
Actual Assessments
 Original Engineer’s Report for 20 Zones approved by
landowner ballot – allows for annual Cost of Living
Adjustment
 Approves annual maximum allowable but collects only
what is needed for anticipated operational costs
 Allows for unanticipated emergencies – to collect only if necessary
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STOCKTON

CONSOLIDATED

LANDSCAPE

MAINTENANCE

ASSESSMENT
DISTRICT NO. 96-2
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Annual Assessment
 Assessment fixed in 7 zones; can be increased in 20
 FY 2024-25 Actual assessment in the 20 Zones:
 Increased in all 20 Zones
 Assessment Varies due to:
 Size of Zone/Number of Assessable Parcels
 Amount and Type of Improvements to be Maintained
 Zone Sizes: 17 parcels (A-5) to over 5,000 (B-2)
 2024-25 Maximum Assessment Adjustment: 3.00%
 Based on San Francisco-Oakland-Hayward Consumer Price Index
 FY 2024-25 Actual Assessment Adjustment: Varies 4.25% to 10.38%
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FY 2024-25 Zone Budgets
Zone
No. Zone Name
Proposed Budget
(Actual
Assessment)
Proposed Per
Dwelling Unit
Equivalent Factor
Maximum
Allowable
Assessment
A-1 Weber/Sperry $62,117.18 $46.90 $62,117.18
A-2 Morada West $7,348.96 $79.88 $7,348.96
A-3 La Morada $925,486.68 $271.00 $1,014,688.57
A-4 Blossom Ranch $67,014.00 $183.60 $105,985.05
A-5 Weber Woods $10,015.72 $589.16 $27,387.00
A-6 Blossom/Sperry/Camera $228,172.00 $314.72 $502,062.50 A-7 Hunter Ridge $75,364.50 $106.90 $608,519.36
A-10 Cannery Park $108,237.00 $165.50 $295,568.76
FY 24-25 FY 24-25 FY 24-25
Zone No. Zone Name
Proposed Budget
(Actual Assessment)
Proposed Per
Dwelling Unit
Equivalent Factor
Maximum
Allowable
Assessment
A-1 Weber/Sperry $62,117.18 $46.90 $62,117.18
A-2 Morada West $7,348.96 $79.88 $7,348.96
A-3 La Morada $1,090,230.14 $319.24 $1,096,340.56
A-4 Blossom Ranch $78,942.20 $216.28 $114,513.67
A-5 Weber Woods $11,798.68 $694.04 $29,590.84
A-6 Blossom/Sperry/Camera $268,789.50 $370.74 $542,463.48 A-7 Hunter Ridge $88,759.50 $125.90 $657,486.92
A-10 Cannery Park $187,699.48 $191.14 $319,353.18
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FY 2024-25 Zone Budgets
Zone No. Zone Name
Proposed Budget
(Actual Assessment)
Proposed Per
Dwelling Unit
Equivalent Factor
Maximum
Allowable
Assessment
B-1 Long Park $92,484.00 $84.00 $92,484.00
B-2 Weston Ranch $647,636.40 $117.82 $647,636.40
B-3 Weston Park $114,427.86 $24.00 $114,427.86
B-4 Smith Park $117,829.62 $115.86 $117,850.38
B-5 Weston Ranch Fence $53,867.10 $95.34 $124,077.13
C-1 Spanos Park $69,278.44 $119.24 $69,278.44
C-2 North Stockton Projects $463,896.10 $292.86 $463,915.42 C-3 Spanos Park West $347,426.86 $179.16 $489,046.85
C-4 Fairway Greens $19,483.30 $98.90 $65,784.23
C-6 Westlake Villages $129,253.74 $116.34 $243,785.82
C-7 North Stockton Projects III $243,676.70 $421.50 $298,124.40 1318
FY 2024-25 Zone Budgets
Zone No. Zone Name
Proposed Budget
(Actual Assessment)
Proposed Per
Dwelling Unit
Equivalent Factor
Maximum
Allowable
Assessment
D-1 Bridgeport Trails $27,030.00 $85.00 $27,030.00
D-3 Bridgeport Trails 4 & 5 $49,864.00 $271.00 $56,129.04 D-4 Calaveras Estates 2 $19,118.88 $144.84 $191,812.39
D-6 Moss Garden $5,560.46 $14.84 $224,396.93
E-1 Little John Creek $196,567.80 $248.82 $236,439.26
E-3 Seabreeze $147,638.40 $473.20 $310,741.54
E-4 Oakmore Meadows $10,876.68 $14.58 $263,797.71
E-5 Rancho Del Sol $54,799.56 $151.38 $222,126.73
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Recommended Actions
 Overrule all public hearing protests
 Approve and adopt:
 Stockton Consolidated Landscape Maintenance Assessment District No. 96-2 Annual Engineer’s Report
 Maximum Allowable Assessment
 Annual Budget/Actual Assessment for each Zone of the
District
 Confirm and levy assessment for each Zone
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City of Stockton
Legislation Text
File #: 24-0438, Version: 1
ADOPT THE BUDGET FOR THE FISCAL YEAR 2024-25 CENTRAL STOCKTON LIGHTING

MAINTENANCE ASSESSMENT DISTRICT

RECOMMENDATION
This public hearing is to consider public comments and testimony regarding the Fiscal Year (FY) 2024-25 Central Stockton Lighting Maintenance Assessment District (District) Annual Engineer's Report, budget, and levy of assessments.

After the public hearing, if owners of more than 50 percent of the area of assessable lands within the District have not protested the proposed levy of annual maintenance assessments, it is recommended that the City Council adopt a resolution to:

1. Overrule any and all protests or objections (including all written protests not withdrawn in writing before the conclusion of the public hearing) to the proposed levy of assessments in the District in each zone.

2. Approve and adopt the District's Annual Engineer's Report for the FY 2024-25 containing the budget for each zone and confirm and levy the assessments for each zone as set forth in the Annual Engineer's Report.

3. Certify that the special assessment(s), fee(s), or charge(s) to be placed on the FY 2024-25 Secured Property Tax bill by the City of Stockton are certified to meet the requirements of Proposition 218 that added Articles XIIIC and XIIID to the California State Constitution.

4. Confirm that the assessments of the annual amount of costs and expenses for the maintenance and operation of the improvements upon the assessable lands in the District, as contained in the Annual Engineer's Report, shall be levied and collected for FY 2024-25. The assessments are in compliance with all laws pertaining to the levy of the annual assessment (State of California Streets and Highways Code Section 22500). The assessments are levied without regard to property valuation. The purpose of the assessments is to pay the costs and expenses for administration, maintenance, and operation of the Central Stockton Lighting Maintenance Assessment District, Zone 4, Oxford Manor.

5. Authorize the City Manager or designee, on behalf of the City Clerk, to file the assessments or a copy thereof certified by the City Clerk with the San Joaquin County Auditor and cause the assessments to be entered on the FY 2024-25 tax roll for the parcels in the District, Zone 4, Oxford Manor, as set forth in the Annual Engineer's Report on file with the City Clerk.

It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.

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File #: 24-0438, Version: 1
Summary
This public hearing is to consider public comments and testimony regarding the FY 2024-25 District's Annual Engineer's Report, budget, and levy of assessments. The Landscaping and Lighting Act of 1972 (Act), under which the District was formed, requires this public hearing and approval of the Annual Engineer's Report, budget, and levy of assessments. The FY 2024-25 Annual Engineer's Report for the District, which contains the budget, assessment amounts, and description of improvements eligible to be maintained, is on file with the City Clerk and is available for online viewing at:
2024-25_Central_Stockton_Lighting_Engineers_Report.pdf (stocktonca.gov). <https://cms3.revize.com/revize/stockton/Documents/Services/Public% 20Works/Streetlights/Central%20Stockton%20Lighting%20Maintenance/24003%20COS% 20Lighting%20Engineers%20Report%20FY%2024-25%20Ver%201.pdf> The District levies assessments to fund maintenance of specialty streetlights in the Oxford Manor area (Attachment A). All funds generated from the assessments in the Oxford Manor zone can only be used for specific work in that zone.

The assessment formula provides for an annual escalator to the maximum allowable assessment and for adjusting the actual assessment. It is recommended that the FY 2024-25 maximum assessment be increased per the formula in the regional Consumer Price Index (CPI) of 3.00 percent. It is further recommended that the actual FY 2024-25 assessment increase by 3.00 percent over the FY 2023-24 assessment to adjust for inflation and track with the national CPI rate. This recommendation is a result of a comprehensive review and evaluation of current maintenance expenditures, long-term capital needs, and available reserves.

The recommended resolution overrules any and all protests; approves and adopts the District's Annual Engineer's Report for the FY 2024-25 containing the budget; confirms and levies the assessments as set forth in the Annual Engineer's Report; certifies that the assessments meet the requirements of Proposition 218 that added Articles XIIIC and XIIID to the California State Constitution; confirms that the assessments are in compliance with State of California Streets and Highways Code Section 22500, that the assessments are levied without regard to property valuation, and that the assessments are to fund maintenance of streetlights in public rights-of-way; authorizes and directs the City Manager or designee to execute all documents, including, but not limited to, agreements and amendments; and authorizes the City Manager to take appropriate and necessary actions to carry out the purpose and intent of the resolution.

DISCUSSION
Background
The City operates and maintains approximately 19,000 streetlights. In most areas of the City, the cost of operating and maintaining streetlights is funded from the Measure K Fund. However, in the area of central Stockton, a special street lighting District was formed to provide enhanced lighting.

The enhanced lighting consists of more lights per block than a standard design would require and more expensive, non-standard poles and fixtures.

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File #: 24-0438, Version: 1
The District was formed in 2011 after achieving a passing vote in a voting process established by Proposition 218. This process requires all benefiting property owners to be given the opportunity to vote on the establishment of a maintenance assessment district. For an assessment district to be established, a majority of the votes cast must be in favor. The District consists of 278 non-City standard streetlights in the Oxford Manor area (Attachment A) and allows for assessments to be collected for the special benefit received as a result of the non-standard street lighting. The general benefit portion is included in the Public Works Operating budget.

The District sets annual assessments collected by the County with annual property taxes on each taxable parcel contained within the District. These annual assessments provide funding for operation, electricity, maintenance, and other administrative costs associated with the specialty lighting system, including preparing an Annual Engineer's Report and assessment roll. The Annual Engineer's Report contains the District's budget. The budget details the maintenance and administrative costs for the Oxford Manor zone.

The special benefit received by each parcel is directly proportional to the Linear Front Footage (LFF) of each parcel fronting the enhanced lighting corridor or street. Therefore, the assessment per parcel was determined by first defining a "Unit Assessment Rate" for the Oxford Manor zone. This assessment rate was calculated by dividing the total special benefit cost in the zone by the total LFF of the zone. This Unit Assessment Rate (dollars per LFF) was then multiplied by each parcel's LFF to determine the special benefit assessment for each parcel. The actual FY 2023-24 LFF assessment rate was $0.329524. The maximum FY 2023-24 LFF assessment rate was $0.634196.

The District assessment was approved with an annual escalator. The escalator is the greater of 3.00 percent or the increase in the CPI. The escalator allows the assessment, when necessary, to keep pace with inflation without having to go through the time and expense to ballot the property owners.

The maximum allowable assessment annually adjusts by the CPI, while the actual assessment needed to cover a zone's expenses is determined based on the estimated expenses for the fiscal year. The annual increase in calendar year 2023 of the San Francisco-Oakland-Hayward All Urban CPI was 2.63 percent. Therefore, the maximum escalator that can be applied to the maximum allowable assessment for FY 2024-25 is 3.00 percent. The maximum allowable assessment has been increased by the maximum allowable escalator each year since the District was formed.

On April 16, 2024, Council adopted Resolution No. 2024-04-16-1217, which preliminarily approved and confirmed the FY 2024-25 Annual Engineer's Report and the proposed actual assessments, set a public hearing for June 4, 2024, and authorized the City Clerk to publish notice of the public hearing. The Annual Engineer's Report contains the budget, proposed assessment amounts, and a complete description of improvements eligible to be maintained. The Annual Engineer's Report is on file with the City Clerk.

Present Situation
A summary of the proposed FY 2024-25 budget for the District (Attachment B) is contained within the Annual Engineer's Report, which is on file with the City Clerk. The budgeted expenditures include energy use, bulb replacements, administration, replacement reserves, general maintenance, repainting, knockdowns, and contingency. Funding for expenditures is from assessments levied on the properties within the District and Public Works Operating budget.

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File #: 24-0438, Version: 1
The total proposed FY 2024-25 cost of the Oxford Manor lighting is $62,016.60, which is an increase of $1,805.74 from FY 2023-24. The increase is attributable to anticipated increases in utility costs and costs to replace potential pole knockdowns due to vehicle collisions, as well as the 2023 CPI increase of 2.63 percent. Since the reserve is fully funded, and in order to keep the assessment within 3.00 percent of the FY 2023-24 assessment rate, an appropriation from the reserve of $4,584.70 is proposed. The actual FY 2024-25 assessment rate is proposed to be $0.339276 per LFF. The maximum assessment rate is recommended to be increased by the allowed 3.00 percent to $0.653221 per LFF.

At the end of each fiscal year, any unexpended funds are returned to the District's reserve, which can be used to fund major repairs, such as wire and/or conduit replacement, foundation replacements, or other major repairs or improvements.

The District was established with the expectation that long-term refurbishment and gradual replacement of equipment would be accomplished utilizing a combination of operating and reserve funds. The reserve was reviewed and determined to be adequate. The District currently generates sufficient revenue for regular operations and has adequate reserves, so no change to the current assessment is in order.

The FY 2024-25 Annual Engineer's Report for the District, which contains the budget, assessment amounts for each property, and a description of improvements eligible to be maintained, is on file with the City Clerk. The assessments fund the special benefit of 278 non-standard streetlights within the District.

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File #: 24-0438, Version: 1

It is also recommended that the City Manager be authorized to take appropriate and necessary actions to carry out the purpose and intent of this resolution.

Public Notification
Notice of the Public Hearing was published in The Record on May 23, 2024. The notice is required to be published a minimum of 10 days prior to the public hearing.

FINANCIAL SUMMARY
Total Proposed FY 2024-25 Assessments $18,637.10
Total Proposed FY 2024-25 Appropriation from Reserves $ 4,584.70 TOTAL PROPOSED FY 2024-25 SPECIAL BENEFIT BUDGET $23,221.80 (FUND 270-001)
Assessments are collected to fund the special benefit costs received by the properties in the District and held in a separate fund (Fund 270-001) for this purpose. Funds for the general benefit costs will be presented to Council for consideration during the normal budget process for the FY 2024-25 and are estimated to be $38,794.80.

There is no impact to the City's General Fund or any other unrestricted fund as a result of taking the recommended actions.

Attachment A - Map of Central Stockton Lighting Maintenance Assessment District (Zone 4, Oxford Manor)
Attachment B - Proposed FY 2024-25 Budget
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ATTACHMENT A
ATTACHMENT A 1326
Dept/Division 071-6803
Activity.Elem-Obj OXFORD MANOR

OPERATION AND MAINTENANCE COSTS OXFORD MANOR LIGHTING
Painting (278 Fixtures @ $300/fixture once every 10 years) 540.20-25 $0.00 540.20-25 $15,819.62
540.20-25 $1,388.32
Cost of Energy
Wattage Voltage Count Cost/YR FY 23-24 Cost/YR FY 23-24 Total Energy 100 W 120 274 $120.20 $116.70 540.20-11 $32,934.80
150 W 120 2 $176.20 $171.08 540.20-11 $352.40
200 W 240 2 $237.84 $230.92 540.20-11 $475.68
Total Energy 540.20-11 $33,762.88
ESTIMATED OPERATION AND MAINTENANCE COSTS $50,970.82

DISTRICT ADMINISTRATION COSTS
Engineering Services 540.20-61 $2,951.42
City Administration 540.10- $1,564.24
Publicity/Advertising/Publication/Legal Notice 540.20-52 $531.24 Processing Fees/County Administration 540.20-57 $360.88 TOTAL ESTIMATED DISTRICT ADMIN. EXPENSES $5,407.78
Subtotal (Est. O&M Costs + Est. Admin. Costs) $56,378.60 Contingency; ±10% 540.40-98 $5,638.00
TOTAL ESTIMATED COST OF OXFORD MANOR LIGHTING $62,016.60 .20-25 $13,983.82
.20-25 $849.98
Wattage Voltage Number of
Lights
Cost/YR FY24-25 Cost/YR FY 23-24 Total Energy
100 W 120 170 $120.20 $116.70 .20-11 $20,434.00
Subtotal General Benefit Value $35,267.80
Contingency; ±10% $3,527.00

TOTAL ESTIMATED GENERAL BENEFIT VALUE
$38,794.80

ESTIMATED SPECIAL BENEFIT VALUE TO OXFORD MANOR
Difference between "Oxford Manor Lighting" and "General Benefit Value" $23,221.80

APPROPRIATION FROM RESERVE FOR
CONTINUING APPROPRIATIONS $4,584.70
2023-24 TOTAL AMOUNT TO BE ASSESSED
$18,637.10
Total Oxford Manor Assessable Linear Frontage Footage (LFF) 54,931.84 $0.339276820
FY24-25 Increase 3.00%
2024-2025 Proposed Potential per LFF Assessment $0.339276820

3.00% $0.653221900
GENERAL BENEFIT VALUE, Value determined on 170 lights if lights in the area were installed per City Standard
Central Stockton Lighting Maintenance Assessment District, Oxford Manor Area Budget
Fiscal Year 2024-2025
Knockdown Repair/Replacement; assumes 1 knockdown per year is assumed, cost represents one known down
Bulb Replacement and General Maintenance (278 lights @ 5 year bulb life @ $22.66/bulb) General Benefit of Knockdowns for Standard Fixtures (Assumes standard 30 foot galvanized pole; 1 knockdown per year)
General Benefit of bulb Replacements (Assume 170 lights at City Standard spacing @ 5 year bulb life @ $22.68/bulb)
General Benefit of Cost of Energy
(Total Est. Cost of Oxford Manor Lighting - Total Est. General Benefit - Approp. From Res.) Proposed Actual 2023-24 LFF Unit Assessment Rate (Total Amount To Be Assessed/Assessable LFF)
2024-2025 Max. Possible per LFF Assessment

ATTACHMENT B
1 1327
Resolution No.

STOCKTON CITY COUNCIL

RESOLUTION OVERRULING ANY AND ALL PROTESTS, ADOPTING THE ANNUAL ENGINEER'S REPORT FOR FISCAL YEAR 2024-25, APPROVING THE BUDGET FOR

EACH ZONE, CERTIFYING COMPLIANCE WITH THE REQUIREMENTS OF PROPOSITION 218 AND THE STATE OF CALIFORNIA STREETS AND HIGHWAYS

CODE, AND CONFIRMING AND LEVYING ASSESSMENTS FOR THE CENTRAL

STOCKTON LIGHTING MAINTENANCE ASSESSMENT DISTRICT
On April 16, 2024, the City Council of the City of Stockton adopted Resolution No. 2024-04-16-1217 to preliminarily approve the Annual Engineer's Report for the Fiscal Year (FY) 2024-25 (the "Annual Engineer's Report"), to provide preliminary approval of the proposed budget, and to set a public hearing for the Central Stockton Lighting Maintenance Assessment District (the "District"), pursuant to the Landscaping and Lighting Act of 1972; and
The only zone currently in the District is Zone 4, Oxford Manor, which currently comprises the entirety of the District subject to an annual assessment; and Notice of the Public Hearing that was held on June 4, 2024, was duly and regularly published in The Record, in the time, form, and manner required by law as evidenced by the declaration on file with the City Clerk; and
At the public hearing, the City Council afforded to every interested person an opportunity to make a protest to the Annual Engineer's Report, to the maximum annual assessment, the actual FY 2024-25 assessment, to the proposed budget, or to the proposed method and proportion of assessment, either in writing or orally, and this City Council has considered each protest, if any, and all matters and things pertaining to the Annual Engineer's Report were fully heard and considered by this Council; now, therefore,

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

1. Protests or objections (including all written protests not withdrawn in writing before the conclusion of the public hearing) to the proposed levy of assessments in Zone 4, Oxford Manor, have not been made by the owners of the area of assessable lands subject to more than 50 percent of the total proposed levy of assessments within the District (Zone 4, Oxford Manor), and any and all protests or objections are overruled.

2. The Annual Engineer's Report for the District on file with the City Clerk for FY 2024-25, which includes the budget for Zone 4, Oxford Manor, is approved and 1328
adopted as the method of assessment for Zone 4, Oxford Manor, to be used to pay the costs and expenses for administration, maintenance, and operation.

3. The Council certifies that the special assessment(s), fee(s), or charge(s) as contained in the Annual Engineer's Report and to be placed on the FY 2024-25 Secured Property Tax bill by the City of Stockton are certified to meet the requirements of Proposition 218 that added Articles XIIIC and XIIID to the California State Constitution.

4. The assessments of the annual amount of costs and expenses for the maintenance and operation of the improvements upon the assessable lands in the District, as contained in the Annual Engineer's Report, are hereby approved and confirmed and shall be levied and collected for FY 2024-25. The assessments comply with all laws pertaining to the levy of the annual assessment (California Streets and Highways Code § 22500). The assessments are levied without regard to property valuation. The purpose of the assessments is to pay the costs and expenses for administration, maintenance, and operation of the Central Stockton Lighting Maintenance Assessment District, Zone 4, Oxford Manor.

5. The City Manager or designee, on behalf of the City Clerk, is hereby directed to file the assessments or a copy thereof certified by the City Clerk or other City official with the San Joaquin County Auditor and cause the assessments to be entered on the FY 2024-25 tax roll for the parcels in the District and each Zone within the District as set forth in the Annual Engineer's Report on file with the City Clerk.

6. The City Manager or designee is hereby authorized and directed to execute all documents, including, but not limited to, agreements and amendments.

7. The City Manager is hereby authorized to take whatever actions are necessary and appropriate to carry out the purpose and intent of this Resolution.

PASSED, APPROVED, and ADOPTED June 4, 2024 .

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

KATHERINE ROLAND, CMC,CPMC

INTERIM CITY CLERK

CITY OF STOCKTON
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CENTRAL STOCKTON LIGHTING

MAINTENANCE ASSESSMENT

DISTRICT
FY 2024-25 Annual Engineer’s Report
Public Hearing
Stockton City Council Meeting
June 4, 2024
Item No. 16.7
1330
Central Stockton Lighting Maintenance
Assessment District
 District established to fund increased costs to
maintain 278 total decorative streetlights that
exceed City standard
 Operation and Maintenance funded:
 Electricity
 Replace Broken Fixtures
 Replace Burned Out Bulbs
 Re-paint Poles
 Replace Damaged or Knocked Down Poles
 Administration
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Central Stockton Lighting Maintenance
Assessment District
 Each year Council adopts the following:
 Engineer’s Report
 Maximum Allowable Assessment
 Annual Budget/Actual Assessment
 Provides funding for:
 Operation, maintenance, and preparation of an annual
Engineer’s Report and tax rolls; legal review; collection of assessments on San Joaquin County property taxes and City administration
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Maximum Allowable
vs
Actual Assessments
 Original Engineer’s Report approved by landowner
ballot – allows for annual Cost of Living Adjustment
 Approves annual maximum allowable, but collects only
what is needed for anticipated operational costs
 Allows for unanticipated emergencies – to collect only if necessary
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CENTRAL

STOCKTON

LIGHTING

MAINTENANCE

ASSESSMENT

DISTRICT
Oxford Manor
Zone 4
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Annual Assessment
 Assessment based on parcel street frontage
 FY 2024-25 Maximum Assessment Adjustment: 3.00%
 Based on San-Francisco-Oakland-Hayward All Urban
Consumers Price Index per original criteria
 FY 2024-25 Maximum Assessment $0.6532219/Frontage
Foot
 FY 2024-25 Actual Assessment Adjustment: 3.00%
 FY 2024-25 Actual Assessment: $0.3392768/Frontage Foot  Actual Assessment for typical 50 Foot Lot: $16.96
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FY 2024-25 Budget
Proposed
Budget
(Actual
Assessment)
Proposed Unit
Assessment
Rate
(per Linear
Frontage Foot)
Zone Name Zone
No.
4 Oxford Manor $0.3392768 $18,637.10
Proposed
Maximum
Allowable
Assessment
$35,875.58
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Recommended Actions
 Overrule all public hearing protests
 Approve and adopt:
 Central Stockton Lighting Maintenance Assessment District Annual Engineer’s Report
 Maximum Allowable Assessment
 Annual Budget/Actual Assessment for each Zone of the
District
 Confirm and levy assessment for each Zone
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City of Stockton
Legislation Text
File #: 24-0450, Version: 1

RECEIVE RECOMMENDATION OF PROPOSED CHARTER AMENDMENT LANGUAGE AND

HOLD PUBLIC HEARING TO SOLICIT COMMUNITY FEEDBACK REGARDING CHARTER

ARTICLES XI AND XI-A RELATED TO THE PUBLIC INFORMATION OFFICE

RECOMMENDATION
Staff recommends that the City Council receive the proposed Charter amendment language for Articles XI and XI-A regarding the Public Information Office and hold the second public hearing to solicit community feedback related to these recommendations.

Summary
The City Council created the Charter Review Advisory Commission (“the Commission”) and the AdHoc Charter Review Committee (“Ad Hoc”) to advise the City Council regarding potential amendments to the City Charter. In accordance with City Council direction, Staff first presented information regarding Charter Articles XI and XI-A related to the Public Information Office to the Charter Review Advisory Commission for review and potential recommendations to the Council Charter Ad Hoc Committee.

Both the Charter Review Advisory Commission and the Ad-Hoc Charter Review Committee received information regarding potential changes to these Articles and made recommendations for those changes. On May 2, 2024, the City Council held its first Public Hearing to review these recommendations, consider the proposed changes, and hear from the public. At its meeting the City Council provided staff with direction to clarify the Public Information Office as the “City of Stockton Public Information Office” and remove language regarding “extenuating circumstances.”

DISCUSSION
Background
On October 24, 2023, the City Council created the Charter Review Advisory Commission and Ad-Hoc Charter Review Committee via resolution 2023-10-24-1502. The City Council first tasked these bodies with the review of Charter Articles XI and XI-A regarding the Public Information Office.

At its January 24, 2024, meeting, the Charter Review Advisory Commission via Motion 2024-01-24- 0301 voted five-to-one (Commissioner Dailey dissenting and Commissioner Prost absent) to recommend a charter revision to allow public information offices in both the City Manager and Mayor’s Office, clean up job descriptions consistent with the change, clearly define job duties by differentiating between the two positions, consider different job titles for each position, and clarifying information access by the Mayor’s Public Information Officer.

At its January 31, 2024, meeting, the Ad-Hoc via Motion 2024-01-31-0301 voted unanimously to City of Stockton Page 1 of 2 Printed on 5/30/2024
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File #: 24-0450, Version: 1
At its January 31, 2024, meeting, the Ad-Hoc via Motion 2024-01-31-0301 voted unanimously to recommend City Council consider a ballot measure amending Charter Articles XI and XI-A to assign the Public Information Office to the City Manager and to allow a Mayoral Public Information Officer.

The recommendation included that the Mayoral Public Information Officer would be allowed access to information necessary to fulfill their role in a reasonable and timely manner, as coordinated through the City Manager Office, with the exception for extenuating circumstances where access cannot be afforded.

Present Situation
On May 2, 2024, the City Council held its first public hearing regarding the proposed changes and provided staff with direction to clarify the Public Information Office as the “City of Stockton Public Information Office” and removing language regarding “extenuating circumstances.” Proposed charter amendments reflecting this direction have been included as Attachment A.

Following this second public hearing, any changes or direction received will be incorporated into the proposed ordinance. 21 days following the second public hearing, the Council will receive the item again for a final vote on whether to approve submission of the proposed amendments to the voters.

Notice
Pursuant to California Government Code section 34458(b) notice of this Public Hearing must be posted in three public places within the jurisdiction at least 21 calendar days prior to the date of the hearing. This notice was posted in three public locations on May 6, 2024, and published in The Record on May 13, 2024, and May 20, 2024.

Financial Summary
There is no fiscal impact to the City. Should Council decide to place the measure on the ballot, the San Joaquin County Registrar of Voters has provided an estimated cost of $50,000 to $80,0000.

Attachment A - Proposed Charter Amendment (redline)
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ATTACHMENT A
ORDINANCE NO.

PROPOSED AMENDMENTS TO THE CITY OF STOCKTON CHARTER

BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF STOCKTON, AS FOLLOWS:

SECTION I. AMENDMENT OF CODE
Article XI, Section 1102 of the City of Stockton Charter shall be amended to read as follows:

Section 1102. Powers and Duties.

The Mayor shall have the following powers and duties:
(a) To review with the City Manager, City Attorney and City Clerk prior to each Council meeting the items on the Council's agenda and to add matters thereto; (b) To make recommendations to the Council on matters of policy and programs which require Council decision;
(c) To make recommendations to the City Manager on matters of policy and programs; (d) To direct those officials appointed by the Council to prepare and provide information to the Council on matters of policy and programs which require Council decision; (e) To request budgetary and any other information from those officials appointed by the Council that the Mayor determines is necessary for the conduct of the Mayor's duties; (f) To appoint, with the advice and consent of the Council, a Chairman, a Vice-Chairman, one regular member and one alternate member to each standing, special and ad hoc committee of the Council;
(g) To appoint, with the advice and consent of the Council, such advisory boards, commissions and ad hoc committees as may be necessary or desirable to advise and assist in the work of the City Council. All members of the Council, including the Mayor and Vice-Mayor, may be so appointed;
(h) To appoint such other advisory boards and ad hoc committees as may be necessary or desirable to advise and assist in the work of the Mayor; provided, however, that the members of such advisory boards or ad hoc committees shall not receive any compensation;
(i) To address, not less than annually, the citizens of the City concerning the current status of City affairs and articulating the policy plans which the Mayor proposes for the City during the ensuing year;
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ATTACHMENT A
(j) To inform the citizens, at other times during the year, of any matters of policy or programs which the Mayor believes are for the welfare of the community; (k) To recommend adjustments to the City Budget and to propose the modification or curtailment of any city service. If the Mayor recommends any increases in the City budget, the Mayor shall recommend the method of financing such expenditures. If the Mayor proposes the modification or curtailment of any city service, the Mayor shall provide specific recommendations and the reasons for such proposal; (l) To preside at meetings of the Council and to vote as a member of the Council without power of veto;
(m) To preserve order at all Council meetings, to remove or cause the removal of any person from any meeting of the Council for disorderly conduct, to enforce the rules of the Council and to determine the order of business under the rules of the Council; (n) To select and appoint, with the advice and consent of the Council, such professional, technical and clerical employees to the office of Mayor as may be necessary or desirable to advise and assist in the work of the Mayor; provided, however, that the Mayor shall not appoint to any position any business associate or any person related to him or her or to the City Manager or to any member of the Council by blood and marriage within the third degree, except that the foregoing prohibition against nepotism may be waived by a vote of at least 2/3 of the members of the Council if the Council finds that the proposed appointment is in the interest of the City. All such appointees shall serve at the pleasure of the Mayor in the unclassified service; and shall serve under such terms and conditions, salaries and benefits as are similar to other unclassified employees. The Council shall provide in the annual budget funding for no less than three positions in the office of the Mayor, including the Mayoral Public Information Officer appointed by the Mayor pursuant to Section 11531 of Article XI-A;
(o) To exercise such other powers and perform such other duties as may be prescribed by the Council, provided the same are not inconsistent with this Charter.

Nothing in this Section shall be construed in any way as an infringement or limitation on the powers and duties of the City Manager as Chief Administrative Officer and head of the administrative branch of the City government as prescribed in other sections of this Charter.

Except as otherwise provided in this Charter, the Mayor shall possess only such authority over the City Manager and the administrative branch as he or she possesses as one member of the Council.

SECTION II. AMENDMENT OF CODE
Article XI-A, Section 1151 of the City of Stockton Charter shall be amended to read as follows:
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ATTACHMENT A
Section 1151. City of Stockton Public Information Office.

The City of Stockton Public Information Office shall be administered by a Public Information Officer appointed by the City Manager Mayor who shall serve at his or her pleasure. The Public Information Officer shall be under the direction and supervision of the Mayor.

SECTION III. AMENDMENT OF CODE
Article XI-A, Section 1153 shall be added to the City of Stockton Charter and shall read as follows:

Section 1153. Mayoral Public Information Officer
The Mayor shall be permitted to have a Mayoral Public Information Officer. The Mayoral Public Information Officer shall be appointed by the Mayor and shall serve at his or her pleasure.

The Mayoral Public Information Officer will be provided information necessary to fulfill his or her role in a reasonable and timely manner, as coordinated through the Public Information Office.

SECTION IV. EFFECTIVE DATE
This ordinance shall take effect and be in full force thirty (30) days after its passage.

ADOPTED:

EFFECTIVE:

KEVIN J. LINCOLN II
Mayor of the City of Stockton
ATTEST:

ELIZA R. GARZA, CMC
City Clerk of the City of Stockton
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PROPOSED CHARTER
AMENDMENT – PUBLIC

INFORMATION OFFICE
06/04/2024
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TIMELINE
 01/24/2024 –The Charter Review Advisory
Commission voted to recommend a revision to
Charter Articles XI and XI-A
 01/31/2024 –The Charter Review Ad-Hoc Committee
voted to forward the revision to Council for
Consideration
 05/02/2024 – First Public Hearing
 06/04/2024 – Second Public Hearing
 06/27/2024 1:30 PM– Council will receive the item
again for a final vote on whether to approve
submission of the proposed amendments to the
voters.
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PROPOSED

CHARTER

AMENDMENT
Article XI
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PROPOSED

CHARTER

AMENDMENT
Article XI-A
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City of Stockton
Legislation Text
File #: 24-0589, Version: 1

COUNCIL COMMITTEE/BOARD AND COMMISSION MINUTES

RECOMMENDATION
Information item only. No action required.

City of Stockton Page 1 of 1 Printed on 5/30/2024
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City Council and Concurrent AuthoritiesJune 4, 2024

City Council and Concurrent Authorities
June 4, 2024