H. Contractor has agreed to lower lease rates for leased vehicles and has agreed to remove from service, reserve vehicles that have more than 200,000 miles as of July 1, 2023.
I. Per the Contract terms, the Parties are in need of setting a performance bond amount for the extension period.
J. City desires to adjust its share of costs for dial-a-ride software (Trapeze) due to a reduction in service hours.
K. Contractor desires to modify the Consumer Price Index (CPI) adjustments for year two of the extension.
L. City and Contractor desire to make the above referenced changes to the Contract while keeping all other terms intact.
AGREEMENT TO AMEND
NOW, THEREFORE, the undersigned parties to Contract agree to amend Contract as described below:
Part 1. The City and Contractor agree to extend contract 12072-2019 for two years and Section 6 of Contract shall be amended to have a termination date of June 30, 2025, with one (1) optional two-year extension.
Part 2. Exhibit B-1, Schedule of Fees, is hereby replaced with a new Exhibit B-2, Revised Schedule of Fees, attached hereto and incorporated herein by reference, containing a new hourly revenue rate table, new leased vehicle rate table, and new Trapeze scheduling software billing rates, effective July 1, 2023.
Part 3. As memorialized in Exhibit B-2, there will be no CPI increase by the Contractor in year one of the contract extension. On July 1, 2024, Contractor shall be entitled to a CPI increase of not less than three percent but not more than five percent. CPI will be calculated as described in Section 3(a) of the Contract except that in the event of zero CPI, negative CPI, or less than three percent CPI, the minimum increase cannot be less than three percent. CPI increases shall apply solely to revenue hour rates.
Part 4. Exhibit G, Hourly Wage Tables, is hereby replaced with a new Exhibit G-1, Revised Wage Table, attached hereto and incorporated herein by reference, containing new hourly wage tables. Contractor agrees to pay wages that are not less than specified for each position listed. In no case shall the wages specified in Exhibit G-1 be less than the minimum wage in Ventura or Los Angeles Counties plus $0.50 per hour. Wage increases on July 1, 2024, shall be not less than as described in Exhibit G-1.
Item No.10J
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Part 5. Exhibit A, Section 2, Adjustment to Services, is hereby amended to add a new sentence at the end of the section as follows: For first extension, years one and two, contract expected billing hours is set at 55,200 hours.
Part 6. Exhibit A, Section 21, Leased Vehicle Requirements, Subsection (A) 9, DAR and ADA, and Subsection (D) 3, Kanan Shuttle, are hereby amended in part to increase the time of service for leased vehicles and the first sentence of each shall read as follows: No vehicle placed in service shall remain in service more than 72 months or 200,000 miles, whichever is first.
Part 7: Exhibit A, Section 39, Performance Bond, has new paragraph added as follows: For year one of first contract extension, required Performance Bond amount shall be $2,500,000. For year two of first contract extension, Performance Bond may be lowered to $1,500,000 at the sole discretion of the City if the Contractor is in substantial compliance with the Performance Measures described in Exhibit D. Decision to lower the Performance Bond amount shall be made by City Program Manager or designee. In the event Performance Measure are not in substantial compliance, bond shall remain at $2,500,000.
Part 8. All terms used in Parts 1 through 7 above shall have the meanings ascribed thereto in Contract. Except as amended in Parts 1 through 7 above, all other sections, terms, obligations, duties, clauses, and provisions of Contract as written and previously amended, shall remain the same.
IN WITNESS WHEREOF, the parties execute this Third Amendment to Contract as of the date set forth above.
MV TRANSPORTATION, INC.
Kevin Klika, President/COO
Jamie Pierson, EVP/Chief Financial Officer
CITY OF THOUSAND OAKS
Kevin McNamee, Mayor
ATTEST:
Laura B. Maguire, City Clerk
Item No.10J
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APPROVED AS TO ADMINISTRATION:
Andrew P. Powers, City Manager
APPROVED BY DEPARTMENT HEAD:
_______________________________
Clifford G. Finley, Public Works Director
APPROVED AS TO FORM:
Office of the City Attorney
Tracy Friedl, Assistant City Attorney
Item No.10J
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EXHIBIT B-2
SCHEDULE OF FEES
Effective 7/1/23
Contractor’s cost for all labor, materials, and equipment necessary to the completion of work itemized, shall be included in the unit price for various items shown herein. City reserves the right to increase or decrease the quantity of any item or omit items as may be deemed necessary and the same shall in no way affect or make void the Agreement. When increases or decreases are made, appropriate additions or deductions from the Agreement total price will be made at the stipulated unit price. Revenue Hour is as defined in the most current National Transportation Database definition of “revenue hour” for each service type provided by Contractor. This definition shall apply to all services billed unless specifically waived by City’s Project Manager or designee.
Work Description Unit Cost
(per hour)
Revenue
Hours
Annual
Cost*
TOT Fixed Route Bus $ 86.89 22,000 $1,911,580
TOT DAR/ADA (Leased Vehicle) $ 97.97 11,250 $1,102,163 TOT DAR/ADA (City Vehicle) $ 86.90 6,250 $ 543,125 Moorpark Fixed Route Bus $ 93.94 5,700 $ 535,458
Kanan Shuttle $140.11 3,000 $ 420,330
ECTA Inter-city DAR/ADA $117.10 7,000 $ 819,700
Special Services Variable N/A $ 40,000
Performance Incentives Variable N/A $ 200,000
TOTAL $5,572,356
* City Council maximum contract authorization is $6,786,926.
On July 1, 2024, billing rates shall be adjusted to an increase of not less than three percent and not more than five percent using the method described in Section 3(a) of the contract.
Vehicle Lease (current as of 10/1/21) Units Unit Cost
(monthly)
Annual Cost
(rounded)
DAR/ADA Class A 2 $ 863.65 $ 20,728
DAR/ADA Class D 8 $ 569.76 $ 54,697
DAR/ADA Class A (newer) 1 $1,186.34 $ 14,236
ECTA Class A (newer) 1 $1,467.97 $ 17,616
ECTA Class A 4 $ 934.47 $ 44,855
Kanan Shuttle (Class E/F) 3 $2,115.91 $ 76,173
TOTAL 19 $228,305
Item No.10J
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Trapeze (current as of 10/1/21) Monthly Cost Annual Cost (rounded)
Trapeze PASS and MON $3,189.97 $ 38,280
Trapeze Portal $ 247.32 $ 2,968
Trapeze Ripple $ 309.48 $ 3,174
TOTAL $ 44,422
Item No.10J
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EXHIBIT G-1
REVISED HOURLY WAGE TABLES EFFECTIVE 7/1/23
Driver Wage - Table #1 (All License Classes)
7/1/23 7/1/24
Start $23.00 $23.92
1 year $23.37 $24.30
2 years $23.74 $24.69
3 years $24.10 $25.06
4+ years $24.50 $25.50
Maintenance Wage - Table #2
7/1/23 7/1/24
A Level Mechanic $37.50 $38.63
B Level Mechanic $34.00 $35.02
Utility $24.00 $24.72
Dispatch Wage - Table #3
7/1/23 7/1/24
Dispatcher $24.50 $25.24
Dispatch Supervisor $26.00 $26.78
Road Supervisor Wage - Table #4
7/1/23 7/1/24
Road Supervisor $25.05 $25.80
Customer Service Wage – Table #5
7/1/23 7/1/24
Customer Service $19.00 $19.60
Item No.10J
ATTACHMENT #2
FIRST AMENDMENT TO
LEASE BETWEEN THE CITY OF THOUSAND OAKS
AND MV TRANSPORTATION, INC.
FOR OFFICE SPACE AT
THOUSAND OAKS TRANSPORTATION CENTER
Contract No. 12073-2019
THIS FIRST AMENDMENT to Lease entered into between the CITY OF THOUSAND OAKS, a municipal corporation, (hereafter “City”) and MV TRANSPORTATION, INC. (hereinafter referred to as “Contractor”) entitled Thousand Oaks Transportation Center and dated May 21, 2019, (herein “Contract”), is made this 6th day of June 2023.
RECITALS
A. Contract 12073-2019 was for four years to run concurrently with Contract 12072-2019 (Transit Operations Services) with options to renew.
B. City and Contractor have mutually agreed to extend Contract 12072-2019 by two years to June 30, 2025.
C. Contractor desires to modify the Consumer Price Index (CPI) adjustments described in the Contract for years one and two of the extension.
D. City and Contractor desire to make the above-mentioned amendments to the Contract while keeping all other terms intact.
AGREEMENT TO AMEND
NOW, THEREFORE, the undersigned parties to Contract agree to amend Contract as described below:
Part 1. The City and Contractor agree to extend contract 12073-2019 for two years and Section 3 of the Contract is hereby amended to state the termination date as June 30, 2025.
Part 2. Section 4, Rent, subsection B, is modified to add the following sentence: For year one of first extension, no CPI adjustment will be imposed. For year two of the first extension, CPI adjustment shall be limited to no more than three percent.
Part 3. All terms used in Part 1 and 2 shall have the meanings ascribed thereto in Contract. Except as amended in Part 1 and 2, all other sections, terms, obligations, duties, clauses, and provisions of Contract as written and previously amended, shall remain the same.
Item No.10J
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IN WITNESS WHEREOF, the parties execute this First Amendment to Contract as of the date set forth above.
MV TRANSPORTATION, INC.
Kevin Klika, President/COO
Jamie Pierson, EVP/Chief Financial Officer
CITY OF THOUSAND OAKS
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST:
Laura B. Maguire, City Clerk
APPROVED AS TO ADMINISTRATION:
Andrew P. Powers, City Manager
APPROVED BY DEPARTMENT HEAD:
_______________________________
Clifford G. Finley, Public Works Director
APPROVED AS TO FORM:
Office of the City Attorney
Tracy Friedl, Assistant City Attorney
Item No.10J
ATTACHMENT #3
FIRST AMENDMENT TO
LEASE BETWEEN THE CITY OF THOUSAND OAKS
AND MV TRANSPORTATION, INC.
FOR OFFICE TRAILER GROUND LEASE SPACE AT
MUNICIPAL SERVICE CENTER
Contract No. 12074-2019
THIS FIRST AMENDMENT to Lease entered into between the CITY OF THOUSAND OAKS, a municipal corporation, (hereafter “City”) and MV TRANSPORTATION, INC. (hereinafter referred to as “Contractor”) entitled Office Trailer Ground Lease Space at Municipal Service Center and dated May 21, 2019, (herein “Contract”), is made this 6th day of June 2023.
RECITALS
A. Contract 12074-2019 was for four years to run concurrently with Contract 12072-2019 (Transit Operations Services) with options to renew.
B. City and Contractor have mutually agreed to extend Contract 12072-2019 by two years to June 30, 2025.
C. Contractor desires to modify the Consumer Price Index (CPI) adjustments described in the Contract for years one and two of the extension.
D. City and Contractor desire to make the above mentioned amendments to the Contract while keeping all other terms intact.
AGREEMENT TO AMEND
NOW, THEREFORE, the undersigned parties to Contract agree to amend Contract as described below:
Part 1. The City and Contractor agree to extend contract 12074-2019 for two years and Section 3 of the Contract is hereby amended to update the termination date to June 30, 2025.
Part 2. Section 4, Rent, subsection B, is modified to add the following sentence: For year one of first extension, no CPI adjustment will be imposed. For year two of the first extension, CPI adjustment shall be limited to no more than three percent.
Item No.10J
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Part 3. All terms used in Part 1 and 2 shall have the meanings ascribed thereto in Contract. Except as amended in Part 1 and 2, all other sections, terms, obligations, duties, clauses, and provisions of Contract as written and previously amended, shall remain the same.
IN WITNESS WHEREOF, the parties execute this First Amendment to Contract as of the date set forth above.
MV TRANSPORTATION, INC.
Kevin Klika, President/COO
Jamie Pierson, EVP/Chief Financial Officer
CITY OF THOUSAND OAKS
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST:
Laura B. Maguire, City Clerk
APPROVED AS TO ADMINISTRATION:
Andrew P. Powers, City Manager
APPROVED BY DEPARTMENT HEAD:
_______________________________
Clifford G. Finley, Public Works Director
APPROVED AS TO FORM:
Office of the City Attorney
Tracy Friedl, Assistant City Attorney
Item No.10J
TO:City Council
FROM:Community Funding Review Committee
DATE:June 6, 2023
SUBJECT: FY 2023-24 Community Events Grant Recommendations RECOMMENDATION:
1. Approve Community Events Grants totaling $83,073.50.
2. Authorize the City Manager or designee to execute Community Events Grant agreements with grantees.
3. Authorize expenditure in the amount of $83,073.50 in FY 2023-24 from A/C #001-1120-611-5920 (CF2024, CEF Grants/Donations) for Community Events Grants.
4. Find that this action is not a project as defined under the California Environmental Quality Act.
FINANCIAL IMPACT:
No Additional Funding Requested. Minimal administrative staff costs associated with executing contracts and compliance monitoring, and grant funding in the amount of $100,000 will be requested in the upcoming FY 2023-24 General Fund Budget.
BACKGROUND:
At the April 25, 2023, City Council meeting, City Council voted 5-0 to approve the FY 2023-24 Community Events Grants (CEG). Unfortunately, due to vacancy issues, the recommendation that City Council voted on was made at a Community Funding Review Committee (CFRC) meeting that did not meet quorum. Therefore, the March 27, 2023, CFRC meeting was reconvened on May 10, 2023, with a full quorum present. The CFRC considered the grant applications and voted on a recommendation. The CEG recommendation did not change and is re-submitted in this report for City Council action. The FY 2023-24 grants are outlined again below for consideration.
Item No.10K
FY 2023-24 Community Events Grant Recommendations
June 6, 2023
6 7
4 The CEG provides financial support for community arts and cultural activities and events that take place within the boundaries of the City, and for school performance groups representing the City at competition events located outside of the city. The program seeks to benefit a wide cross-section of the community. The CEG is available to local, non-profit community, and school groups. The proposed FY 2023-24 General Fund Budget includes $100,000 for CEG as follows:
$85,000: Available through annual grant funding cycle application process.
$15,000: Held in reserve for City Council to approve unanticipated, off- cycle funding requests that may arise throughout the fiscal year.
The CEG provides grantees a maximum grant award of $8,500 and a minimum award of $500. Grants to organizations seeking funds to support team events are limited to a maximum of $100 per individual team member. Grant applications must demonstrate that the requested CEG funds will be matched through other sources.
CEG grant applications for FY 2023-24 were accepted from January 23, 2023, through February 23, 2023. Public outreach for the grant program took place in January and February and included news postings on the City’s website, social media channels, and the January and February issues of the CityScene. The Acorn published an article about the grant opportunity on February 4, 2023. A CEG workshop was held on January 26, 2023, which was recorded and made available for viewing on the City’s website. In addition, emails were sent to previous CEG recipients, and a press release was sent to local media outlets. Complete program information can be found on the dedicated City Manager’s Office Grant Opportunities webpage (www.toaks.org/grants) on the City website.
A history of the CEG (previously known as the Community Events Endowment Fund and changed by City Council at the September 14, 2021, City Council meeting) awards for the past seven years is attached for City Council reference (Attachment #1). The CEG grant cycle was suspended during FYs 2019-20, 2020- 21, 2021-22, and 2022-23 due to the COVID-19 Pandemic.
DISCUSSION/ANALYSIS:
There were 18 CEG applications received this year with a total requested amount of $104,448.50. Staff conducted an initial review to confirm the applications met minimum qualifications. No applications were rejected for non-compliance with program requirements during staff’s initial review.
Item No.10K
FY 2023-24 Community Events Grant Recommendations
June 6, 2023
6 7
4 The CFRC members separately reviewed each application and scored them based on several grant-specific criteria, including the organization’s mission and background, activity or event goals and objectives, and benefit to City residents.
On May 10, 2023, the CFRC met to discuss the collated scores of the applications.
The committee determined one applicant’s funding request needed to be adjusted to adhere to the criteria of no more than $100 per individual for a team event.
Another applicant’s proposal did not meet the program requirement of a community art or cultural activity or event. The CFRC unanimously recommended funding in the amount of $83,073.50 to 17 programs.
Allocation Scoring Method
In May 2019, the CFRC approved an allocation method based on collated points scored on the application as shown in Table 1.
Table 1: CFRC Original Allocation Method
85 – 100 points scored 100% of requested amount
70 – 84 points scored 75% of requested amount
55 – 69 points scored 50% of requested amount
54 or below points scored No funding
Collating the seven CFRC members’ scorecards and using the original allocation method revealed that nine applicants were eligible for full funding and eight applicants for 75 percent funding, for a total of $83,073.50.
The CFRC members unanimously (5-0, 1 absent, 3 vacant) recommends awarding grants in the amount of $83,073.50 to 17 programs (Attachment #2).
Next Steps
Upon approval by City Council, CEG grantees will enter into agreements with the City for a one-year period, effective July 1, 2023. Grantees will receive payment upfront and will be required to submit a Final Performance Report.
COUNCIL GOAL COMPLIANCE:
Meets the following City Council goals:
C. Operate City government in a fiscally and managerially responsible and prudent manner to ensure that the City of Thousand Oaks remains one of California's most desirable places to live, work, visit, recreate, and raise a family.
Item No.10K
FY 2023-24 Community Events Grant Recommendations
June 6, 2023
6 7
4 G. Continue City's commitment to community and cultural programs and services (such as Performing Arts/Theatres, Libraries, TOTV, Visual Arts, Youth and Senior Programs).
PREPARED BY: Sarah Mailes, Community Services Analyst
Clyde Doheney, CFRC Chair
Attachments:
Attachment #1 – Community Events Grant Award Seven-Year History Attachment #2 – 2023-24 Community Events Grant Award
Recommendations
CMO: 481-10\wl\H:\COMMON\City Council\Council Items\2023 Staff Reports\060623\06062023 CFRC CEG Staff Report.docx
Item No.10K
Award History
Community Events Grant previously known as Whe Community Events Endowment Fund- CEEF 7-YEAR SUMMARY 2016-17 2017-18 2018-19 Total
1 5 Star Theatricals (FKA - Cabrillo Music Theatre) 8,500$ 8,500 $ 5,100 $ $ 22,100 2 ACCV - Young Artists Ensemble 7,500$ 8,50 0$ 5,100 $ $ 21,100 3 Art Trek - Community Art 1,500$ 500 $ 2,25 0$ $ 4,250 4 Art Trek - Conejo Rabbits 500$ $ 500
5 Boys & Girls Club 500$ $ 500
6 California Museum of Art 3,500$ 4,00 0$ 2,550 $ $ 10,050 7 California Shakespeare Company 1,000$ $ 1,000 8 yg g y
Project 1,500$ $ 1,500
9 Conejo Chinese Cultural Association 1,000$ 2,00 0$ 1,125 $ $ 4,125 10 Conejo Las Virgenes Future Foundation 2,500$ 2,500 $ 3,60 0$ $ 8,600 11 Conejo Open Space 2,500$ 3,500 $ 2,16 0$ $ 8,160 12 Conejo Players Theatre 1,500$ 3,22 5$ 1,650 $ $ 6,375 13 Conejo Schools Foundation 2,000$ 4,00 0$ 4,800 $ $ 10,800 14 Conejo Valley Amateur Radio Club 600$ 600 $ $ 1,200 15 Conejo Valley Botanic Garden 1,000$ 450 $ $ 1,450 16 Conejo Valley Pride 2,200$ $ 2,200
17 Conejo Valley Youth Orchestra 4,000$ 3,00 0$ $ 7,000 18 Gold Coast Performing Arts Association 4,500$ 4,00 0$ 2,250 $ $ 10,750 19 Gold Coast Wind Ensemble 1,000$ 450 $ $ 1,450 20 Hospice of the Conejo 2,200$ 4,000 $ 1,125 $ $ 7,325 21 Kingsmen Shakespeare Company 5,500$ 8,000 $ 6,30 0$ $ 19,800 22 Los Robles Childrens Choir 3,000$ 2,200 $ $ 5,200 23 Military Order of the World Wars 500$ 775 $ 450 $ $ 1,725 24 Moorpark Civic Ballet and Dance Theatre 250$ $ 250 25 New West Symphony 5,500$ 8,50 0$ 6,300 $ $ 20,300 26 Newbury Park High School Band Boosters 4,500$ 4,00 0$ 2,475 $ $ 10,975 27 Newbury Park High School Choral Boosters 2,500$ 3,50 0$ $ 6,000 28 Pacific Festival Ballet 3,750$ $ 3,750
29 Performances to Grow On 5,100$ $ 5,100
30 Redwood Middle School - Band 2,000$ 2,50 0$ 1,350 $ $ 5,850 31 Thousand Oaks Alliance for the Arts (TOARTS) 3,000$ $ 3,000 32 Thousand Oaks Arts Festival 1,000$ $ 1,000
33 Thousand Oaks Civic Arts Plaza Foundation 6,000$ $ 6,000 34 Thousand Oaks High School Band Boosters 4,000$ 2,70 0$ $ 6,700 35 Thousand Oaks High School Choral Boosters 2,500$ $ 2,500 36 Thousand Oaks High School Orchestra Boosters 1,200$ 1,50 0$ 675 $ $ 3,375 37 Village Voices 1,000$ 3,50 0$ 2,025 $ $ 6,525 38 Westlake High School Dance Team Boosters 4,000$ 4,00 0$ 3,000 $ $ 11,000 39 g
Boosters 3,515$ $ 3,515
40 Youth Musical Theatre 1,000$ 1,00 0$ $ 2,000 85,000$ 85,000 $ 85,000 $ $ 255,000 TOTAL
FY 2019-20, 2020-21, 2021-22, and 2022-23 No Community Events Grants Awarded due to COVID-19 Pandemic CMO: 481-10?ZO?+
?&20021?&LW\&RXQFLO?&RXQFLO,WHPV?6WDII5HSRUWV??Attch 1 Community Events Grant Award SevenYear HistorySGI $77$&+0(17
Item No.10K
CMO: 481-10?ZO?+
?&20021?&LW\&RXQFLO?&RXQFLO,WHPV?6WDII5HSRUWV??Attch 2023 24 Community Events Grant Award Recommendations͘ƉĚĨ
FY 2023-24 Community Events Grant Award Recommendations Applicant Request Award Project Description
1 Conejo Schools
Foundation $ 8,500.00 $8,500.00 Conejo Schools Foundation All- District Music Festival
2 Conejo Open Space
Foundation $ 4,000.00 $4,000.00 COSF: Trails Education Days 3 Navigating Gray $ 1,900.00 $1,900.00 Unity Conejo Pride Picnic 4 Conejo Players $ 4,473.50 $4,473.50 Conejo Players Youth Theatre 5 Arts Council of the Conejo
Valley $ 5,175.00 $5,175.00 ACCV Community Event Series 6 Conejo Oaks Symphony
Inc. dba Conejo Valley
Youth Orchestra and
California Young Artist
Symphony
$ 8,500.00 $8,500.00 CVYO/CYAS Thousand Oaks
Concert Season 2023-24
7 Kingsmen Shakespeare
Company $ 8,500.00 $8,500.00 Kingsmen Shakespeare Festival 8 Santa Monica Mountain
Fund $ 7,500.00 $7,500.00 To Right a Wrong: The Story of Ballard Mountain
9 Los Robles Children's
Choir $ 8,500.00 $8,500.00 Los Robles Children's Choir Annual Concerts
10 Conejo Chinese Cultural
Association $ 6,000.00 $4,500.00 Chinese New Year Performance 11 Conejo Chinese Cultural
Association $ 4,500.00 $3,375.00 Chinese Cultural Day 12 Westlake Village
Symphony $ 3,200.00 $2,400.00
A concert of classical music from
Spain, Mexico, Central and South
America celebrating the great
composers of that culture
13 CVUSD/ Panther Band
Parents $ 8,500.00 $3,225.00 President's Cup Invitational Concert Band Festival
14 Ventura County Japanese
American Citizens League $ 3,000.00 $2,250.00 Thousand Oaks Asian American Film Festival
15 Village Voices Chorale $ 8,500.00 $6,375.00 Village Voices Chorale Concerts 16 CVUSD/ Westlake High
School Dance Team
Booster Club
$ 2,200.00 $1,650.00 West Coast Elite and United Spirit Association National Competitions
17 United Methodist Church of
Westlake Village- Pizazz
Music Camp
$ 3,000.00 $2,250.00 Pizazz Music Camp
18 Southeast Ventura County
YMCA $ 8,500.00 $0.00 YMCA Youth & Government (Y&G)
Program
TOTAL $83,073.50
ATTACHMENT #2
Item No.10K
TO:Andrew P. Powers, City Manager
FROM:Jaime Boscarino, Finance Director
DATE:June 6, 2023
SUBJECT: Work Program Groups
RECOMMENDATION:
1. Waive the Request for Proposal/Qualifications (RFP/Q) selection process for the provider of the Work Program Groups.
2. Award service agreement for provision of work program groups of adults with developmental disabilities at the Civic Arts Plaza to PathPoint of Thousand Oaks, CA, for three years at an approximate cost of $55,000 per year (subject to authorized annual increases) with two one-year extension options, not to exceed $275,000 over the lifetime of the agreement.
3. Authorize expenditure in the amount of approximately $55,000 per year from A/C #001-3570-612-5620 (Contracted Services – Janitorial).
4. Find that this action is not a project as defined under the California Environmental Quality Act (CEQA).
FINANCIAL IMPACT:
No Additional Funding Requested. $55,000 annual cost is included in the proposed FY 2023-24 and FY 2024-25 General Fund Budget. Additional funds for the remaining agreement term will be requested during the upcoming biennial budget process.
BACKGROUND:
In 1969, California State legislation known as “The Lanterman Developmental Disabilities Act” was passed that declared people with developmental disabilities and their families have a right to receive services and support necessary to live as people without disabilities. It provides programs and monitoring to ensure each individual is receiving needed support in their efforts to meet their particular goals.
Item No.10L
Work Program Groups
June 6, 2023
Currently, the Tri-County area has approximately 10 to 12 non-profit organizations that run programs geared towards preparing individuals with disabilities to participate in various individualized self-improvement endeavors. Depending on the organization’s size and scope, these programs range from “day programs” that teach individuals to learn new personal skills to “work programs” that secure employment for individuals who have progressed beyond introduction to everyday things, such as utilizing public transportation, cooking, cleaning, and socialization.
These non-profit organizations are monitored by the Department of Rehabilitation and/or Tri-County Regional Center to ensure compliance and structure. They derive their financial support from State funding, grants, private fundraising, individual donations and support, and through employment contracts similar to the one currently in place with the City. Without the necessary financing from each of these sources, these organizations would not be able to continue offering programs and providing services at their current level.
PathPoint is one of these non-profit organizations which provides employment and skills training to people with developmental and emotional disabilities. The City has employed workers through PathPoint since 2005.
In 2008, an invitation to participate in the City’s formal RFP/Q for “Provider of Work Program Groups of Developmentally Disabled Adults to Perform Specified Job Duties at Various City Facilities” was sent to four vendors and was publicly advertised. From this effort, one proposal was received from PathPoint (formerly Work Training Programs).
The staff evaluation committee reviewed the proposal and rated it based on qualifications, background, and client references. Staff contacted other vendors included in the solicitation to inquire as to why they did not participate in the RFP/Q process and were informed that in order to avoid putting employees from other such organizations out of work, they would not compete against the current organization in place. Consensus of the committee was that PathPoint was qualified to perform services based on evaluation criteria as set forth in the RFP/Q package and had been successfully performing those services for the City more than three years, so a five-year agreement was executed.
In 2013 and 2018, City Council approved 5-year agreements with PathPoint. The RFP/Q process was waived due to the cooperative relationship with other similar organizations and the non-competitive nature of this type of work. PathPoint has performed service in a satisfactory manner since 2005.
DISCUSSION/ANALYSIS:
The current agreement with PathPoint expires June 30, 2023, and includes janitorial services being performed at the Civic Arts Plaza. Because of the ethical Item No.10L
Work Program Groups
June 6, 2023
nature of the organizations that provide these services and their connection to each other, staff reached out to the other organizations and verified they will continue to uphold their “non-compete” stance. Therefore, because this commitment would result in no other proposals being submitted, staff recommends waiving the RFP/Q process and approving this agreement, which will allow continued services with PathPoint and the current workforce.
Besides the actual services provided, entering into an agreement with PathPoint (Attachment #1) offers additional advantages. PathPoint provides a “coach” to supervise the team at no cost to the City. They assume all personnel obligations including full Workers’ Compensation coverage for all trainees, as well as the job coach. Lastly, working with PathPoint affords the City an opportunity to continue supporting an essential organization within our community, as well as local residents with disabilities by helping them to “earn their own way” in the community. PathPoint’s work program provides meaningful paid employment to its clients, teaches them to live independently, and integrates them into broader society.
By awarding the agreement to PathPoint and having their crews onsite, the City is helping to present diversity to our community, encourages positive perceptions of people with disabilities, and promotes good public relations, while providing needed services to the City.
COUNCIL GOAL COMPLIANCE:
Meets the following City Council goals:
A. Create a more equitable, accessible, safe, welcoming, and inclusive government and community regardless of race, color, ethnicity, religion, sex, physical or mental ability, sexual orientation, gender identity and expression, age, language, education, and/or socio-economic status.
F. Provide and enhance essential infrastructure to ensure that the goals and policies of the Thousand Oaks General Plan are carried out and the City retains its role and reputation as a leader in protecting the environment and preserving limited natural resources.
PREPARED BY: Elizabeth Perez, Facilities Manager
Attachments:
Attachment #1 – PathPoint Agreement
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ATTACHMENT #1
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Project Name: Personnel to Assist at Various City Facilities
AGREEMENT FOR GENERAL SERVICES
BETWEEN THE CITY OF THOUSAND OAKS
AND
PATHPOINT
THIS AGREEMENT, made and entered into this 1st day of July, 2023, by and between the CITY OF THOUSAND OAKS, a municipal corporation (hereinafter referred to as "City"), and PATHPOINT (hereinafter referred to as "Service Provider"). City and Service Provider agree as follows:
1. RETENTION OF SERVICE PROVIDER
City hereby retains Service Provider, and Service Provider hereby accepts such engagement, to perform the services described in Section 2. Service Provider warrants it has the qualifications, experience, and facilities to properly and timely perform said services.
2. DESCRIPTION OF SERVICES
The general services to be performed by Service Provider are as follows and are more particularly described in the Scope of Work, attached as Exhibit “A” and incorporated herein: Trash/litter removal; sweeping and mopping; restroom cleaning and restocking; polishing steel elevators; wiping tables and related janitorial duties.
3. COMPENSATION AND PAYMENT
(a) Maximum. The total compensation earned by or payable to Service Provider, by City, for any and all services under this Agreement shall not exceed $275,000.00 (herein "not to exceed amount”).
(b) Rate. All services under this Agreement shall be paid on a monthly basis at the rate of $4,102.82 per month. Service Provider may request modification of rates after July 1, 2024, and no more frequently than one time per year. Rates may be adjusted in conjunction with the current minimum wages rates, or a maximum of 5%, whichever is greater. Any change in rates must be submitted in writing and will not be effective until approved by the City’s Project Manager in writing.
(c) Payment. All payments shall be made within 30 days after receipt of written verification from Service Provider of the actual compensation earned, in a form satisfactory to City's Project Manager.
(d) Extra Services. Additional work not reasonably encompassed by the Scope of Services described in Section 2 may be agreed upon only by execution of a written Item No.10L
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Amendment to this Agreement. No liability or right to compensation for extra services shall exist without such Amendment.
4. CITY PROJECT MANAGER AND SERVICES BY CITY
The services to be performed by Service Provider shall be accomplished under the general direction of, and in coordination with, City's "Project Manager", as that staff person is designated by City from time to time, and who presently is, Elizabeth Perez, Facilities Manager.
City is to provide the following services under this Agreement: (1) All custodial paper products and supplies for each facility. (2) All keys and card access to facilities to enable group to access all areas of facilities required for service.
5. TERMS OF PERFORMANCE
Non-Exclusivity. This Agreement is non-exclusive. City reserves the rights to retain, employ, or contract with other qualified services providers during the term of this Agreement on such occasions and in such circumstances as City shall determine are appropriate.
Ability to Perform. Service Provider warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with any and all federal, state, county, city, and special district laws, ordinances, and regulations.
Laws to be Observed. Service Provider shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws as well as with Ventura County and City of Thousand Oaks ordinances, regulations and adopted codes during its performance of the work.
Payment of Taxes. The contract prices shall include provision for all taxes that Service Provider is required to pay. Service Provider is responsible for all taxes required to be paid under this Agreement.
Permits and Licenses. Service Provider shall procure all permits and licenses, pay all charges and fees, and give all necessary or legally required notices.
Safety Provisions. Service Provider shall conform to the rules and regulations pertaining to safety established by Occupational Safety & Health Administration (OSHA) and the California Division of Industrial Safety.
Preservation of City Property. Service Provider shall provide and install suitable safeguards, approved by City, to protect City property from injury or damage. If City property is injured or damaged as a result of Service Provider's operations, it shall be replaced or restored within a reasonable time at Service Provider's expense. The facilities Item No.10L
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shall be replaced or restored to a condition as good as when Service Provider began work.
Subcontractors. Service Provider shall be solely responsible for ensuring that any subcontractors used in completing tasks under the Agreement comply with all pertinent laws and regulations as well as the relevant terms of this Agreement. City shall have no obligation to monitor or oversee subcontractors.
Immigration Act of 1986. Service Provider warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder.
Service Provider Non-Discrimination. In the performance of this work, Service Provider agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons.
Work Delays. Should Service Provider be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at City's sole option, be extended for such periods as may be agreed upon by City and Service Provider.
Inspection. Service Provider shall furnish City with every reasonable opportunity for City to ascertain that the services of Service Provider are being performed in accordance with the requirements and intentions of this Agreement. All work done and all materials furnished, if any, shall be subject to City's inspection and approval. The inspection of such work shall not relieve Service Provider of any of its obligations to fulfill its contract requirements.
Audit. Service Provider shall maintain, in accordance with generally accepted accounting principles, complete and accurate records of all activities and operations relating to this Agreement. Records, including but not limited to, timecards, employment records, work progress reports, reimbursements, invoices, project records, proprietary data and information, as well as licensed software and any electronic records shall be kept for a period of four years beyond the termination or expiration of this Agreement. Service Provider agrees that City, or its authorized representative, shall have the right to examine, audit, excerpt, copy or transcribe any of the records pertaining to this Agreement at any time during normal business hours. Service Provider shall reimburse City for all reasonable costs of the audit, including travel time and auditor costs, should such audit reveal an overcharge of five (5) percent or more. Any overcharge will be considered a breach of this Agreement and could be cause for termination. The obligations of this section shall be explicitly included in any subcontracts or other agreements entered into by Service Provider with respect to this Agreement, if allowed by this Agreement.
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6. TERM, PROGRESS AND COMPLETION
This Agreement shall expire on June 30, 2026, unless Service Provider's authorized work assigned before the expiration of the term is not completed by that date.
If work has not been completed during the allotted Agreement period, the terms and conditions of the Agreement, including all rights and obligations, shall remain in effect and bind the parties until the work is completed.
City Manager or his or her designee shall have the authority to extend the term of this Agreement in writing no more than two separate times, for a period of one year each.
Extensions shall be memorialized by written amendment to the contract.
Service Provider shall not commence work on the services to be performed until (i) Service Provider furnishes proof of insurance as required by paragraph 9 below, and (ii) City gives written authorization to proceed with the work provided by City’s Project Manager.
7. NO ASSIGNMENT
This Agreement is not assignable by Service Provider without City's prior consent in writing.
8. HOLD HARMLESS AND INDEMNITY
(a) Hold Harmless for Service Provider's Damages. Service Provider holds City, its elected officials, officers, agents, employees and volunteers, harmless from all of Service Provider's claims, demands, lawsuits, judgments, damages, losses, injuries or liability to Service Provider, to Service Provider's employees, to Service Provider’s contractors or subcontractors, or to the owners of Service Provider's firm, which damages, losses, injuries or liability occur during the work or services required under this Agreement, or performance of any activity or work required under this Agreement. (b) Defense and Indemnity of Third Party Claims/Liability. Service Provider shall indemnify, defend with legal counsel approved by City, and hold harmless City, its elected officials, officers, agents, employees and volunteers from and against all liability including, but not limited to, loss, damage, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with Service Provider’s negligence, recklessness or willful misconduct in the performance of work hereunder or its failure to comply with any of its obligations contained in the Agreement, except such loss or damage which is caused by the sole or active negligence or willful misconduct of City.
Should conflict of interest principles preclude a single legal counsel from representing both City and Service Provider, or should City otherwise find Service Provider’s legal counsel unacceptable, then Service Provider shall reimburse City its costs of defense, including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation. Service Provider shall promptly pay City any final judgment rendered against City (and its officers, officials, employees and volunteers) with respect to claims Item No.10L
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determined by a trier of fact to have been the result of Service Provider’s negligent, reckless or wrongful performance. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination or expiration of this Agreement.
Service Provider’s obligations under this section apply regardless of whether or not such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgment, civil fine or penalty, or liability was caused in part or contributed to by an Indemnitee. However, without affecting the rights of City under any provision of this Agreement, Service Provider shall not be required to indemnify and hold harmless City for liability attributable to the active negligence of City, provided such active negligence is determined by agreement between the parties or by findings of a court of competent jurisdiction. In instances where City is shown to have been actively negligent and where City’s active negligence accounts for only a percentage of the liability involved, the obligation of Service Provider will be for that entire portion or percentage of liability not attributable to the active negligence of City.
(c) Nonwaiver. City does not waive, nor shall be deemed to have waived, any indemnity, defense or hold harmless rights under this section because of the acceptance by City, or the deposit with City, of any insurance certificates or policies described in Section 9.
9. MINIMUM SCOPE AND LIMIT OF INSURANCE
Without limiting Service Provider’s indemnification of City, and prior to commencement of Work, Service Provider shall obtain, provide, and maintain at its own expense during the term of this Agreement, and any extension thereof, policies of insurance of the type and amounts described below in a form that is satisfactory to City.
Coverage shall be at least as broad as:
(a).Commercial General Liability (CGL): Service Provider shall, at Service Provider’s sole cost and expense and throughout the term of this Agreement, and any extensions thereof, carry General Liability insurance coverage at least as broad as Insurance Services form CG 00 01 in an amount not less than $2,000,000 per occurrence, $4,000,000 general aggregate for bodily injury, personal and advertising injury and property damage, including with limitation, blanket contractual liability. (b).Automobile Liability: Service Provider shall, at Service Provider’s sole cost and expense and throughout the term of this Agreement, and any extensions thereof, carry Automobile Liability insurance coverage at least as broad as Insurance Services form CA 00 01 or the exact equivalent covering bodily injury and property damage for all activities of Service Provider arising out of or in connection with the work to be performed under this Agreement, including coverage of any owned, hired, non-owned, or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
Item No.10L
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(c).Worker’s Compensation: Service Provider shall, at Service Provider’s sole cost and expense and throughout the term of this Agreement, and any extensions thereof, carry workers’ compensation statutory benefits as required by law with employer’s liability limits no less than$1,000,000 per accident for bodily injury or disease.
Service Provider shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of City, its officers, agents, employees and volunteers for all work performed by Service Provider, its employees, agents and subcontractors.
If Service Provider maintains higher limits than the minimum shown above, City requires and shall be entitled to coverage for the higher limits maintained by Service Provider. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
Additional Insured Status
City, its elected officials, officers, agents, employees and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of Service Provider including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to Service Provider’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10 10 01 and CG 20 37 10 01 if a later edition is used). The provision shall also apply to any excess liability policies. In addition, Service Provider shall ensure that the automobile liability policy contains a provision covering City as an additional insured, and shall obtain an endorsement to that effect if it does not.
Excess Insurance
The limits of insurance required in this agreement may be satisfied by a combination of primary and umbrella or excess insurance. Umbrella or excess policies shall provide coverage at least as broad as specified for underlying coverages and covering those insured in the underlying policies. Coverage shall be “pay on behalf” with defense costs payable in addition to policy limits. There shall be no cross-liability exclusion of claims or suits by one insured against the other. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City as required in written contract or agreement before City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
City’s Rights of Enforcement
In the event any policy of insurance required under this Agreement does not comply with these specifications or is cancelled and not replaced, City has the right but not the duty Item No.10L
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to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Service Provider, or City will withhold amounts sufficient to pay premium from Service Provider’s payments. In the alternative, City may cancel this Agreement.
City’s Right to Revise Specifications
City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving Service Provider ninety (90) days advance written notice of such change. If such change results in substantial additional cost to Service Provider, City and Service Provider may renegotiate Service Provider's compensation.
Primary and Non-Contributory Coverage
For any claims related to this Agreement, Service Provider's insurance coverage shall be primary insurance as respects City, its elected officials, officers, agents, employees and volunteers. Any insurance or self-insurance maintained by City, its elected officials, officers, agents, employees or volunteers shall be excess of Service Provider's insurance and shall not contribute with it and be at least as broad as CG 20 01 04 13.
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to City.
Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. City may require Service Provider to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance in the State of California, with a current A.M. Best’s rating of no less than A:VII, (unless otherwise acceptable to City).
Waiver of Subrogation
All insurance coverage maintained or procured pursuant to this Agreement shall be endorsed to waive subrogation against City, its elected officials, officers, agents, employees or volunteers or shall specifically allow Service Provider, or others providing insurance evidence in compliance with these specifications, to waive their right of recovery prior to a loss. Service Provider hereby waives his own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subcontractors. Copies of these waivers shall be submitted to City prior to commencement of work.
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Claims Made Policies
If any of the required policies provided coverage on a claims-made basis:
(a). The Retroactive Date must be shown and must be before the date of the Agreement or the beginning of contract work.
(b). Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the work required under this Agreement.
(c). If coverage is canceled or non-renewed, and not replaced with another claims- made policy form with a Retroactive Date prior to the Agreement effective date, Service Provider must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Agreement work.
Verification of Coverage
Service Provider shall provide City with copies of certificates (on City certificate form or an Accord form as modified per City direction) for all policies, with the appropriate named additional insured coverage and an endorsement that they are not subject to cancellation without 30 days prior written notice to City. All certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive Service Provider's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Service Provider shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Service Provider shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a form at least as broad as CG 20 38 04 13.
10. RELATION OF THE PARTIES
(a) Service Provider is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Contractor shall at all times be under Service Provider's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Service Provider or any of Service Provider's officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City. Service Provider shall not incur or Item No.10L
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have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.
(b) No employee benefits shall be available to Service Provider in connection with the performance of this Agreement. Except for the fees paid to Service Provider as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Service Provider for performing services hereunder for City. City shall not be liable for compensation or indemnification to Service Provider for injury or sickness arising out of performing services hereunder.
11. TERMINATION BY CITY
City may terminate any portion or all of the services agreed to be performed under this Agreement by notifying Service Provider in writing 30 calendar days prior to any termination. In the event of such termination, Service Provider shall have the right and obligation to immediately assemble work in progress for the purpose of closing out the job. All compensation for actual work performed and charges outstanding at the time of termination shall be payable by City to Service Provider within 30 days following submission of a final statement by Service Provider.
12. CORRECTIONS
Service Provider shall correct, at its expense, all errors in the work which may be disclosed during City's review of Service Provider's work. Should Service Provider fail to make such correction in a reasonably timely manner, such correction shall be made by City, and the cost thereof shall be charged to Service Provider.
13. ACCEPTANCE OF FINAL PAYMENT CONSTITUTES RELEASE
The acceptance by Service Provider of the final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Service Provider for anything done, furnished or relating to Service Provider's work or services. Acceptance of payment shall be any negotiation of City's check or the failure to make a written extra compensation claim within five (5) calendar days of the receipt of that check, whichever occurs first. However, any approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Service Provider, its employees, subcontractors, agents and Service Providers for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Service Provider, its employees, subcontractors, agents and Service Providers.
14. WAIVER; REMEDIES CUMULATIVE
Failure by a party to insist upon the strict performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure Item No.10L
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continues, shall not constitute a waiver of such party's right to demand strict compliance by such other party in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such party unless made in writing by such party, and no such waiver shall be implied from any omissions by a party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period of time specified.
15. CONFLICT OF INTEREST
Service Provider is unaware of any City employee or official that has a financial interest in Service Provider's business. During the term of this Agreement and/or as a result of being awarded this Agreement, Service Provider shall not offer, encourage or accept any financial interest in Service Provider's business by any City employee or official. If a portion of Service Provider's services called for under this Agreement shall ultimately be paid for by reimbursement from and through an agreement with a developer of any land within City or with a City franchisee, Service Provider warrants that it has not performed any work for such developer/franchisee within the last 12 months, and shall not negotiate, offer or accept any contract or request to perform services for that identified developer/franchisee during the term of this Agreement.
16. NON-APPROPRIATION OF FUNDS
Payments due and payable to Service Provider for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of City funds. In the event City has not appropriated sufficient funds for payment of Service Provider’s services beyond the current fiscal year, this Agreement shall cover only those costs incurred up to the conclusion of the current fiscal year.
17. GOVERNING LAW; CAPTIONS; ENTIRE AGREEMENT BETWEEN PARTIES This Agreement, and the rights and obligations of the parties, shall be governed and interpreted in accordance with the laws of the State of California. The provisions of this Agreement shall be construed as a whole according to its common meaning of purpose of providing a public benefit and not strictly for or against any party. Wherever required by the context, the singular shall include the plural and vice versa, and the masculine gender shall include the feminine or neutral genders or vice versa. The captions or headings in this Agreement are for convenience only and in no other way define, limit or describe the scope or intent of any provision or section of the Agreement.
This Agreement supersedes any other agreements, either oral or in writing, between the parties hereto with respect to the rendering or services and contains all of the covenants and agreements between the parties with respect to said services. Any modifications of this Agreement will be effective only if it is in writing and signed by the party to be charged.
Item No.10L
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18. MITIGATION OF DAMAGES
In all situations arising out of this Agreement, the parties shall attempt to avoid and minimize the damages resulting from the conduct of the other party.
19. TAXPAYER IDENTIFICATION NUMBER
Service Provider shall provide City with a complete Request for Taxpayer Identification Number and Certification, Form W-9, as most recently issued by the Internal Revenue Service.
20. MODIFICATION/AMENDMENT OF AGREEMENT
Any amendment, modification, or variation of the terms or tasks of this Agreement shall be in writing and shall be effective only upon the mutual written approval of the City Manager, or his designee, and Service Provider.
21. AUTHORIZATION
Each party has expressly authorized the execution of this Agreement on its behalf and binds said party and its respective administrators, officers, directors, shareholders, divisions, subsidiaries, agents, employees, successors, assigns, principals, partners, joint venturers, insurance carriers and any others who may claim through it to this Agreement.
22. PARTIAL INVALIDITY
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.
23. NOTICES
Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail, postage prepaid, and addressed as follows:
TO CITY: Jaime Boscarino, Finance Director
City of Thousand Oaks – Finance Department
2100 Thousand Oaks Boulevard
Thousand Oaks, CA 91362
TO SERVICE PROVIDER: Harry Bruell, President/CEO
PathPoint
315 W Haley Street, Suite 202
Santa Barbara, CA 93101
Item No.10L
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24. SIGNATURES
(a)Counterparts. This Agreement may be executed in two or more counterparts, each of which together shall be deemed an original, but all of which together shall constitute one and the same instrument.
(b)Scanned Signatures. In the event that any signature is delivered by facsimile transmission or submitted electronically as a scanned image (i.e. files with .pdf, .tiff or .jpeg extensions), such signature shall create a valid and binding obligation of the party executing (or on whose behalf such signature is executed) with the same force and effect as if such facsimile or scanned signature page were an original thereof. (c)Digital/Electronic Signatures. This Agreement may be executed through the use of digital or electronic signatures provided they meet the requirements of the Electronic Signatures in Global and National Commerce (ESIGN) Act and the California Uniform Electronic Transactions Act (UETA) and are produced using a City-approved method. The presence of an electronic signature on this document shall be construed as the parties’ consent to do business electronically.
In concurrence and witness whereof, this Agreement has been executed by the parties effective on the date and year first written above.
PATHPOINT
By: Harry Bruell
Title: President/CEO
By: Matthew Motomazie
Title: Vice President of Finance
CITY OF THOUSAND OAKS
Kevin McNamee, Mayor
ATTEST:
Laura B. Maguire, City Clerk
Item No.10L
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APPROVED AS TO ADMINISTRATION:
Andrew P. Powers, City Manager
APPROVED BY DEPARTMENT HEAD:
Jaime Boscarino, Finance Director
APPROVED AS TO FORM:
Office of the City Attorney
Tracy Friedl, Assistant City Attorney
Item No.10L
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EXHIBIT A
PATHPOINT
CIVIC ARTS PLAZA
DESCRIPTION OF SERVICES
1. PathPoint will provide an on-site Mentor/Trainer and a group of Trainees/Interns to be present on a daily basis as scheduled.
2. Trainees/Interns will be trained to complete and will perform the following tasks, which may be modified from time to time, on a daily basis:
a. Picking up litter
b. Emptying of trash from bins
c. Replace liners in trash bins
d. Sweep and mop floors
e. Sweep stairwells
f. Rake/sweep leaves and debris around facility
g. Empty ashtrays
h. Polish stainless steel in elevators
i. Clean restroom counters, mirrors, and empty trash
j. Stock restroom supplies
k. Wipe exterior patio tables
l. Other duties as requested and time allows
HOURS, DAYS, AND LOCATION OF WORK
PathPoint will provide a minimum of four (4) Trainees/Interns who will be scheduled Monday – Thursday from 10:00 a.m. to 1:30 p.m., including a half hour lunch break. City Hall is closed annually from December 25 through January 1. No work will occur during the Holiday closure.
PathPoint’s Trainees/Interns will observe the same holiday schedule as the City of Thousand Oaks’ City Hall. PathPoint will schedule State mandated addition of two (2) non-work Holidays annually and will credit City for all associated labor hours.
Work will be performed at the City of Thousand Oaks, Civic Arts Plaza, at 2100 E.
Thousand Oaks Blvd, Thousand Oaks, CA and be coordinated with the Facilities Division staff.
Item No.10L
TO:Andrew P. Powers, City Manager
FROM:Jaime Boscarino, Finance Director
DATE:June 6, 2023
SUBJECT: Proposed FY 2023-24 and FY 2024-25 Operating and Capital Improvement Program Budgets
RECOMMENDATION:
1. Adopt resolution approving proposed Operating and Capital Improvement Program (CIP) Budgets for FY 2023-24 and FY 2024-25.
2. Adopt updated Financial and Budget Policies, including Governmental Fund balances and designations.
3. Authorize City Manager to carry over funds from FY 2022-23 to FY 2023-24 and from FY 2023-24 to FY 2024-25 for projects listed as requiring carryover included in the CIP Budget, Grants, and Project-Related Maintenance and Operations budgets.
4. Find that this action is not a project as defined under the California Environmental Quality Act (CEQA).
FINANCIAL IMPACT:
No Additional Funding Requested. Total appropriations (Operating and CIP funding for all funds) are $270,478,530 for FY 2023-24 and $271,360,474 for FY 2024-25. The General Fund budgets for both fiscal years are balanced for operations and use reserves for one-time expenditures and capital projects, per City Council Financial Policies.
BACKGROUND:
The purpose of this public hearing is to provide City Council with an overview of the Proposed Operating and CIP Budgets (Proposed Budgets) for all funds. The Proposed Budgets are provided under separate cover and available for review at www.toaks.org/Operating23-25 and www.toaks.org/Capital or by emailing the Finance Department at [email protected].
Item No.11A
Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
The City has a biennial budget process where every two years City Council reviews and adopts an Operating Budget and CIP Budget for two separate fiscal years. The City’s fiscal year begins July 1 and ends June 30.
Two-Year Budget Timeline
The biennial budget process began in October 2022 and involved input, strategic planning, and coordination among all departments. Below were the key dates in the budget preparation timeline:
•March 9, 2023 Finance/Audit Committee - Review of User Fees •March 14, 2023 User Fees Study Session
•March 30, 2023 Capital Facilities Committee - Review of CIP Budget •April 3, 2023 Planning Commission - CIP General Plan Consistency •April 4, 2023 CIP Budget Study Session
•April 25, 2023 User Fees Public Hearing
•May 8, 2023 Finance/Audit Committee - Review of Operating Budget •May 9, 2023 Operating Budget Study Session
•May 23, 2023 City Council Goal Setting Workshop
•June 6, 2023 Operating and CIP Budget Public Hearing Budget Theme – “Rooted in Community”
The FY 2023-25 Biennial Budget theme was selected from the City’s Comprehensive General Plan Update initiative: “Rooted in Community.” As the General Plan establishes the community’s vision for the future, the Proposed Budget was prepared with the goal of continuing to be a leader in fiscal sustainability and forward-thinking strategic planning throughout the City.
City Council Goal Setting
On May 23, 2023, City Council discussed their broad Citywide Goals for FY 2023- 24 and FY 2024-25 and developed their Top Priorities for FY 2023-24.
The Proposed Budgets include strategic investments that support City Council’s Goals and Top Priorities. Some highlights include:
•Annual operational funding for the Navigation Center to provide interim supportive housing for individuals experiencing homelessness. •Operational funding to implement required updates of the City’s Municipal Code and Specific Plans based on the comprehensive General Plan update.
•Infrastructure investments to effectively maintain and improve City assets.
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Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
•Environmental sustainability projects aimed at improving public health, sustaining a healthy environment, and mitigating climate change impacts. •Strategic investment in staffing to enhance the City’s service to the public and the ability to support City Council’s Goals and Priorities.
Proposed Operating and CIP Budget Study Sessions
Study sessions were conducted for both the Proposed Operating and CIP Budgets during which staff provided in-depth presentations outlining each budget. On April 4, 2023, staff presented City Council with the Proposed CIP Budget, which provided an overview of the projects intended to focus on continued infrastructure maintenance, water and wastewater improvements, traffic circulation and bike lane improvements, environmental sustainability, and continued support for homelessness and affordable housing efforts. On May 9, 2023, staff presented City Council with the Proposed Operating Budget including the structurally balanced General Fund Budget, in which ongoing revenues are sufficient to cover the proposed ongoing expenditures.
The study session presentations are located on the City’s website at www.toaks.org/departments/finance/budget-information/budget-process and provide detailed discussions on the Proposed Operating and CIP Budgets.
Public Hearing
The next step in the budget process is to conduct a public hearing for both the Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets. Once the public hearing has been completed and the necessary resolution adopted (Attachment #1), the FY 2023-24 budget will go into effect on July 1, 2023.
DISCUSSION/ANALYSIS:
The Proposed FY 2023-24 and FY 2024-25 Operating Budget represents a fiscally sound plan that fully complies with City Council’s formal Financial and Budget Policies as well as provides resources to achieve City Council Goals and Top Priorities.
Total proposed appropriations for the City, including capital and transfers, for all funds are $270,478,530 for FY 2023-24 and $271,360,474 for FY 2024-25. The General Fund makes up the largest portion of the Budget at 42.0 percent and 41.6 percent of appropriations in FY 2023-24 and FY 2024-25, respectively. The table on the following page provides an overview of the Proposed Budgets by fund for each fiscal year.
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Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
Proposed FY 2023-24 and FY 2024-25 Budget Summary by Fund Funds
Proposed
Budget
FY 2023-24
% of
Total
Budget
Proposed
Budget
FY 2024-25
% of
Total
Budget
General Fund 113,525,493$ 42.0% 112,958,450$ 41.6%
Water Fund 46,860,438 17.3% 47,182,197 17.4%
Wastewater Fund 39,317,825 14.5% 31,801,632 11.7%
Transportation Fund 17,041,909 6.3% 14,980,103 5.5%
Library Fund 10,244,900 3.8% 11,205,546 4.1%
Street Improvement Funds 7,952,980 2.9% 11,140,219 4.1% Los Robles Golf Course Fund 7,803,131 2.9% 8,291,506 3.1% Landscaping Assessment District Fund 7,132,692 2.6% 8,946,404 3.3% Theatres Fund 5,124,183 1.9% 5,204,607 1.9%
Lighting Assessment District Fund 3,678,805 1.4% 3,170,354 1.2% Solid Waste Fund 3,006,138 1.1% 2,349,984 0.9%
Stormwater/Flood Control Assessment Funds 2,201,577 0.8% 3,745,347 1.4% Grants Fund 2,349,250 0.9% 3,871,070 1.4%
ECTA - East County Transit Alliance 1,162,000 0.4% 1,162,000 0.4% Public Financing Authority Fund 1,000,400 0.4% 1,006,200 0.4% Capital Projects Funds 993,930 0.4% 3,336,011 1.2%
Community Development Block Grant (CDBG) 575,000 0.2% 575,000 0.2% Housing Trust Fund 215,879 0.1% 221,844 0.1%
Cable Television (PEG) Fund 188,000 0.1% 108,000 0.0%
Law Enforcement Agency Seizure Fund 104,000 0.0% 104,000 0.0% Total Citywide Appropriations 270,478,530$ 100.0% 271,360,474$ 100.0% Since the Operating and CIP Budget study sessions, staff updated revenues based on revised projections, and reviewed expenditures, position allocations, inter-fund transfers, and chargebacks between the various funds. The total impact of these revisions is an increase to the Proposed Budgets of $4.4 million in FY 2023-24 and $3.2 million in FY 2024-25, for a total increase of $7.6 million. The changes to the Proposed Budgets are discussed in further detail below.
General Fund
The table on the next page summarizes the Proposed FY 2023-24 and FY 2024- 25 General Fund Budget, which is structurally balanced. Reserves are used for capital improvement projects to maintain facilities and infrastructure or other one- time operating expenditures, which is compliant with City Council Financial Policies.
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Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
General Fund Prior YearActualFY 2021-22
Projected Actual FY 2022-23
ProposedBudgetFY 2023-24
ProposedBudgetFY 2024-25Revenues and TransfersCurrent Revenues 107,221,143$ 103,725,196$ 111,336,630$ 110,500,390$ Transfers From Other Funds 1,154,803 1,209,506 1,322,180 1,352,419 Total Revenues and Transfers 108,375,946$ 104,934,702$ 112,658,810$ 111,852,809$ AppropriationsSalaries & Benefits 34,647,639$ 37,057,265$ 42,334,459$ 44,459,910$ Police Contract Services 29,211,811 31,444,983 33,799,215 35,579,515 Maintenance and Operations 13,779,237 15,273,263 24,650,471 21,238,093 Total Operating Requirements 77,638,687$ 83,775,511$ 100,784,145$ 101,277,518$ Capital Improvements/Outlay 1,281,041 1,686,842 5,594,771 4,001,682 Maintenance Improvements 68,266 67,796 3,237,500 1,572,500 Transfers to Other Funds 3,695,491 7,350,383 3,909,077 6,106,750 Total Estimated Requirements 82,683,485$ 92,880,532$ 113,525,493$ 112,958,450$ Reserve / (Use of Fund Balance) 25,692,461$ 12,054,170$ (866,683)$ (1,105,641)$ Since the May 9, 2023, study session, the FY 2023-24 Proposed General Fund appropriations increased $3.1 million which is fully offset by an increase in revenue of $3.1 million. For FY 2024-25, total General Fund appropriations decreased $0.6 million, offset by an increase in revenue of $0.1 million.
The primary adjustment to the Proposed General Fund Budget in FY 2023-24 is the addition of $3.0 million costs for the development and construction of the Navigation Center and $0.1 million additional operating costs. There is also an additional $0.1 million in FY 2024-25 in operating costs for the Navigation Center.
The additions in costs for the Navigation Center are fully offset by an increase in anticipated grant revenue. In addition, there is a decrease of $0.6 million in transfers out from the General Fund to the Library Fund in FY 2024-25 due to updated projections in property tax revenue for the Library Fund which decreased the support needed.
Special Revenue and Enterprise Funds
Since the May 9, 2023 study session, the Proposed Budget for Special Revenue Funds has been corrected and updated for a net increase in appropriations of $3.4 million over both fiscal years. The first of these changes is due to a correction to the Grants Fund. The amounts listed for the Grants Fund during the Operating Budget Study Session did not include all the projects listed in the Capital Improvement Budget Study Session. The total appropriations for both revenue and expenditures in the Operating Budget were reported as $1.9 million for FY 2023- 24 and $1.0 million for FY 2024-25. However, the total amounts as presented in the CIP Budget were $3.5 million and $6.7 million respectively. The second change to the Grants Fund is due to the City receiving $3.9 million in grants in FY 2022-23 Item No.11A
Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
that had been projected to be received over the next two fiscal years. The Proposed budget appropriations have subsequently been reduced by the grants received. The combined impact of these two changes to the Grants Fund has resulted in a net increase of $0.5 million in FY 2023-24 and $2.9 million in FY 2024-
25. In addition, Library Fund Revenue increased $0.6 million in both FY 2023-24 and FY 2024-25 due to revised projections in Property Tax Revenue to the Library Fund. The FY 2024-25 revenue adjustment in the Library Fund resulted in a corresponding $0.6 million decrease in the transfer in of funds from the General Fund.
Changes to the Proposed Budget for Enterprise Funds include increases of $0.8 million in FY 2023-24 and $0.9 million in FY 2024-25 for a total increase of $1.7 million over both fiscal years. These adjustments are attributed to an increase in Wastewater Supplies and Equipment to account for the rising cost of chemical supplies for the Hill Canyon Treatment Plant. In addition, in FY 2024-25 the Transportation Fund Budget increased $0.1 million due to adjustments in chargebacks to other funds and consulting support.
Proposed CIP Budget
The Proposed CIP Budget for FY 2023-24 and FY 2024-25 is $63,551,283 and $60,240,451, respectively. The chart below illustrates the Proposed CIP appropriations by project category for each fiscal year, including the projected carryover from FY 2022-23 to FY 2023-24:
Proposed FY 2023-24 & FY 2024-25 CIP Budget
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Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
Since the April 4, 2023, CIP study session, there have been minor revisions to six projects:
•CI 5280 – Freeway Reservoir Access Road Improvements
The estimated project beginning date was updated from the Summer of 2024 to the Summer of 2023, resulting in an increase to FY 2023-24 of $225,000 and FY 2024-25 of $300,000.
•CI 5660 – Lynn Road Class IV Bike Lane and Pedestrian Improvements The budget was reduced by $246,400 for FY 2023-24 and $475,119 for FY 2024-25. Anticipated grant funds were received in FY 2022-23 and therefore moved to the carryover segment of the project budget. • CI 5682 – Hillcrest Dr. Bike Lanes Pedestrian Improvements The budget was reduced by $433,797 for FY 2023-24 and $2,350,000 for FY 2024-25. Anticipated grant funds were received in FY 2022-23 and therefore moved to the carryover segment of the project budget. •CI 5711 – EV Chargers Citywide
$200,000 was moved from year four of the project to year one. This change provides funding for the studies, site analysis, outreach, and preliminary design plans required to apply and qualify for grants.
•CI 5398 – Thousand Oaks Boulevard (Phase II) Curbs and Pedestrian Crossings
This project was updated to reduce FY 2023-24 by $414,540 and moved to the carryover segment of the project budget.
•CI 5594 – Pavement Overlay FY 2023-25
FY 2023-24 was increased by $50,000 to reflect updated Gas Tax funding available.
Financial Policies and Procedures
Financial policies are central to a strategic, long-term approach to financial management. The Government Finance Officers Association (GFOA) recommends that local governments formally adopt certain financial policies including, but not limited to budget, debt, investment, and capital. These policies have been incorporated in Section X (Financial Policies and Procedures) of the proposed FY 2023-24 and FY 2024-25 Operating Budget. The Proposed General Fund Budget fully complies with City Council’s formal Financial and Budget Policies.
Item No.11A
Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
The following policies have been included in the Public Hearing Operating Budget book for review and adoption as follows:
•Budget
•Budget Appropriations/Transfers
•Capital Improvement Program
•Capital Asset Capitalization
•User Fee
•Governmental Fund Balance
•Accounting
•Audit
•Fixed Asset Replacement
•Investment
•Debt
Staff has thoroughly analyzed the existing policies and compared the components to best practice guidelines established by GFOA. The Investment Policy is reviewed annually and presented to City Council for adoption separately and was last adopted on January 10, 2023. The Debt Policy is reviewed biennially and approved through the budget process unless substantive changes are suggested. Since no significant changes are being recommended, independent consideration is not required, and the amended policy may be adopted through the budget process.
Citywide Performance Measures
As part of citywide performance measures, the City tracks and reports performance measure data to provide statistical representation of goals and objectives. At the end of each year, performance measure results are collected and reported for both internal and external measures. The results are used to guide the City's focus and ultimately improve the City's effectiveness and efficiency in delivering services. City departments’ external performance measures will be included in the right-side pages of the Adopted Operating Budget book.
Summary
The Proposed Budget for the next two fiscal years represents a strategic spending plan that is fiscally responsible, invests in maintaining the City’s aging infrastructure, prioritizes sustainability, and includes new positions based on key ongoing, customer-focused initiatives, with a structurally balanced General Fund. The City emerged from the COVID-19 pandemic in a financially stable and healthy position. Continued research, education, and progress will be made toward the future vision of the City as determined through the comprehensive General Plan Update. Strategic, long-term financial planning is a cornerstone of these Item No.11A
Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
efforts as the City maintains its aging infrastructure, increases efficiencies, modernizes technology, and continuously evaluates expenditures while providing quality services to the public.
There continues to be a significant amount of uncertainty regarding the state of the economy. While this Proposed Budget provides strategic investments toward the future, projections have been made conservatively in order to remain agile and resilient should a recession occur over the next two fiscal years. This Proposed Budget represents how the City has worked diligently and strategically to maintain the local municipal services that residents, businesses, and visitors have come to expect.
Acknowledgments
Preparation of the City’s Operating and CIP Budgets would not be possible without the leadership, dedication, and hard work from City Council, the Citywide Budget Team, and staff from all departments who spent time working on the budgets. It is through cooperation and teamwork between all departmental staff that have allowed for an efficient budget preparation process. A list of the City’s Budget Team is included in Attachment #2.
COUNCIL GOAL COMPLIANCE:
Meets the following City Council goals:
A. Create a more equitable, accessible, safe, welcoming, and inclusive government and community regardless of race, color, ethnicity, religion, sex, physical or mental ability, sexual orientation, gender identity and expression, age, language, education, and/or socio-economic status.
B. Provide municipal government leadership which is open and responsive to residents, and is characterized by ethical behavior, stability, promoting public trust, transparency, confidence in the future, and cooperative interaction among civic leaders, residents, business representatives, and staff, while recognizing and respecting legitimate differences of opinion on critical issues facing the City.
Item No.11A
Proposed FY 2023-24 and FY 2024-25 Operating and CIP Budgets June 6, 2023
C. Operate City government in a fiscally and managerially responsible and prudent manner to ensure that the City of Thousand Oaks remains one of California's most desirable places to live, work, visit, recreate, and raise a family.
PREPARED BY: Carrie Matson, Deputy Finance Director
Ryan Roman, Acting Budget Officer
Attachments:
Attachment #1 – Resolution Adopting Annual Operating and CIP Budgets for FY 2023-24 and FY 2024-25
Attachment #2 – Citywide Budget Team
Documents Provided Under Separate Cover:
#1 – Proposed FY 2023-24 and FY 2024-25 Operating Budget #2 – Proposed FY 2023-24 and FY 2024-25 CIP Budget
FIN:330-10\bss\H:\COMMON\Council\2023\Administration\060623 Operating and CIP Budget Staff Report.docx Item No.11A
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RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF THOUSAND OAKS ADOPTING THE ANNUAL CITY
OF THOUSAND OAKS OPERATING AND CAPITAL
IMPROVEMENT PROGRAM BUDGETS FOR FISCAL
YEARS 2023-2024 AND 2024-2025; AND ADOPTING
FINANCIAL POLICIES
WHEREAS, in September 2022 the budget process began with a calendar being set for all critical deadlines in order to conclude the budget preparation process with a June 6, 2023, Public Hearing; and
WHEREAS, on April 3, 2023, the Thousand Oaks Planning Commission reviewed the Capital Improvement Program Budget and found it to be consistent with the General Plan; and
WHEREAS, on April 4, 2023, the City Council held a Study Session to review the Capital Improvement Program Budget; and
WHEREAS, on May 9, 2023, the City Council held a Study Session to review the Operating Budget; and
WHEREAS, the City Manager’s recommended budgets have been forwarded to the City Council; and
WHEREAS, a Public Hearing was noticed and held by the City Council on June 6, 2023; and
WHEREAS, included in the City of Thousand Oaks Operating Budget are Financial Policies which include: Budget, Budget Appropriation/Transfer, Capital Improvement Program (CIP), Capital Asset Capitalization, User Fee, Governmental Fund Balance (GASB 54), Accounting, Audit, Fixed Asset Replacement, Investment, and Debt Policies; and
WHEREAS, GASB 54 requires classification of the ending fund balances into five categories: Non-Spendable, Restricted, Committed, Assigned and Unassigned; and
WHEREAS, GASB 54 requires that a policy for use of financial resources be developed and adopted; and
WHEREAS, the City Manager and Finance Director may assign unclassified revenues to a specific purpose when necessary and appropriate.
ATTACHMENT #1
Item No.11A
NOW, THEREFORE, BE IT RESOLVED THAT, the City Council of the City of Thousand Oaks does hereby adopt the following:
SECTION 1: The City of Thousand Oaks Fiscal Year 2023-2024 Operating Budget of $206,927,247, and Capital Improvement Program Budget of $63,551,283, which totals $270,478,530, and Fiscal Year 2024-2025 Operating Budget of $211,120,023 and Capital Improvement Program Budget of $60,240,451, which totals $271,360,474.
SECTION 2: The City Manager is authorized to carry over funds from Fiscal Year 2022-2023 to Fiscal Year 2023-2024 and from Fiscal Year 2023- 2024 to Fiscal Year 2024-2025, for projects listed as requiring carryover included in the Capital Improvement Program Budget, Grants, and Project-Related Maintenance and Operations budgets.
SECTION 3: The City of Thousand Oaks Financial Policies for Fiscal Year 2023-2024 and Fiscal Year 2024-2025, including GASB 54 (required fund balance policy), are adopted and the ending fund balance of all governmental funds are to be classified into the aforementioned five categories.
PASSED AND ADOPTED this 6th day of June, 2023, by the following vote:
Ayes:
Noes:
Absent:
________________________________
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST/CERTIFY:
______________________________________
Laura B. Maguire, City Clerk
Date Attested: ___________________
APPROVED AS TO FORM:
Office of the City Attorney
_______________________________________
Tracy Friedl, Assistant City Attorney
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APPROVED AS TO ADMINISTRATION:
________________________________
Andrew P. Powers, City Manager
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the City of Thousand Oaks City Council on the date cited above.
FIN:330-10:H:\COMMON\Council\2023\Administration\060623 Operating and CIP Budget Reso - Attach 1.doc
Item No.11A
Operating, Capital Improvement Program & User Fees
Key Budget Contacts, and User Fee Teams
Core Budget Team
Jaime Boscarino
Carrie Matson
Ryan Roman
Julie Prince
Key “Budget” Department Contacts
CAO – Tracy Noonan, Melissa Popham
CCD – Laura Maguire
CMO – Andrew Powers, Ingrid Hardy, Melissa Hurtado
HRD – Tim Giles, Sharon Chen, Sheri Johnson
CDD – Kelvin Parker, Jesse De Anda, Michelle McMurtry
FIN – Julie Prince
DPW – Cliff Finley, Nader Heydari, John Minkel, Shamir Shahamiri, Julie Sandoval, Ester Marcelino
CAD – Jonathan Serret, Marisa Hanke
LIB – Jennifer Patterson, Darren Jeffery, Tracey Stockton, Alina Savulescu POL – Jeremy Paris, Denise Holts
Finance Budget Team
Department’s Budget Review – Elisa Magaña, Caressa Gomez, Blanca Gomez Payroll Budget and Capital Project Budget – Elisa Magaña, Elizabeth Zelickson Revenues – Tara Tosatto
Interest & Debt Service Projections - Jane Adelmann
IT Support – Jason Kwong
Budget Carryover Team
Capital Projects, M&O, and Grant Projects – Elisa Magaña, Blanca Gomez, Ana Olvera
User Fees Team
Carrie Matson
Ryan Roman
Staff:
CDD – Kelvin Parker, Jesse De Anda, Krystin Rice, Steve Kearns DPW – Cliff Finley, Nader Heydari, Mohammad Fatemi
CAD – Jonathan Serret, Marisa Hanke
POL – Jeremy Paris, Denise Holts
CCD – Laura Maguire
LIB – Jennifer Patterson, Darren Jeffery, Tracey Stockton, Alina Savulescu FIN – Liz Perez, Tara Tosatto, Elisa Magaña
Budget Cover
Community Engagement Team
FIN:330-10\bss\H:\COMMON\Council\2021\Administration\060821 Operating and CIP Budget Contacts - Attach 2.docx ATTACHMENT #2
Item No.11A
Agenda Related Items - Meeting of June 6, 2023
Supplemental Packet Date: June 6, 2023
THOUSAND OAKS CITY COUNCIL
Supplemental
Information
Packet
Americans with Disabilities Act (ADA):
In compliance with the ADA, if you need special assistance to participate in this meeting or other services in conjunction with this meeting, please contact the City Clerk Department at (805) 449-2151. Assisted listening devices are available at this meeting. Ask City Clerk st aff if you desire to use this device. Upon request, the agenda and documents in this agenda packet, can be made ava ilable in appropriate alternative formats to persons with a disability. Notification at least 48 hour s prior to the meeting or time when services are needed will assist City staff in assuring reasonable arrangement s can be made to provide accessibility to the meeting or service.
2:30 p.m.
Supplemental Information:
Any agenda related public documents received and distribut ed to a majority of the City Council after the Agenda Packet is printed are included in Supplemental Packets. Supplemental Packets are produced as needed, typically a minimum of two—one available on the Thursday preceding the City Council meeting and the second on Tuesday at the meeting. The Supplement al Packet is available for public inspection on the City’s website at toaks.org/agendas or by contacting the City Clerk Dept at (805) 449-2151 during normal busi- ness hours [main location pursuant to the Brown Act, G.C. 54957.5(2)].
Item No.11A
From: Conejo Housing <[email protected]> Sent: Tuesday, June 6, 2023 12:55 PM
To: City Clerk's Office <[email protected]>; Kevin McNamee <[email protected]>; Al Adam <[email protected]>; Bob Engler <[email protected]>; David Newman <[email protected]>; Mikey Taylor <[email protected]>
Subject: 11. A. Proposed FY 202324 and FY 202425 Operating and Capital Improvement Program Budgets
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Dear City Council Members,
Your review and consideration of the attached letter are appreciated.
Conejo Housing Coalition
TO COUNCIL: 06/06/2023
AGENDA ITEM NO.: 11A
MEETING DATE: 06/06/2023
1 Item No.11A
June 6, 2023
To the honorable members of the Thousand Oaks City Council:
Subject: Proposed FY 2023-24 & FY 2024-2025 Operating and Capital Improvement Program Budgets The Conejo Housing Coalition is an advocacy group made up of several diverse local organizations, focused on the need for affordable housing in Thousand Oaks.
We appreciate your recent vote to set affordable housing as a top priority over the next fiscal year. We also appreciate your vote to identify homelessness as a top priority. We believe these two urgent and inextricably linked priorities should be reflected not only in the city’s statement of priorities, but also in the funding appropriations in the city budget. We encourage you to align the budget with these urgent priorities. We have several requests to address the affordable housing and homelessness issues you voted to make top priorities for the City of Thousand Oaks.
Requested Actions from the Thousand Oaks City Council in Response to Housing Affordability and Homelessness Concerns:
Prioritize Housing Affordability, the Prevention of Homelessness and Support for the Unhoused by:
o Creating ongoing Task Forces on Affordable Housing and Homelessness to work on tackling these issues in the city.
o Dedicating funding for a consultant to create Affordable Housing and Homelessness Action Plans. o Incentivize homeowners and property owners to develop and build Accessory Dwelling Units (ADUs) as a short-term measure to provide additional affordable housing options.
Prioritize Housing Affordability in the Budget by:
o Maintaining Existing Affordable Housing Units within the city. o Creating Conditions conducive to the Production of Substantial Numbers of New Affordable Units (in both the Rental and For-Sale Categories) Year after Year - target meeting or exceeding something like 10% of the total need per year.
o Using City-owned land or purchasing new land to donate to non-profit affordable housing developers. o Budgeting for an increase in Planning staff and/or Consultants to create a series of overlay zones that address specific housing affordability issues (ex. Senior Housing, Extremely Low Income Housing, 2 Item No.11A
Accessible and Supportive Housing for People with Disabilities, Workforce Housing, Family Starter Housing, Faith Community Properties, etc.) until each housing affordability issue has been successfully resolved.
o Seeking Federal and State grants to fund projects and subsidize affordable units, subsidize set asides, and using City staff and resources to assist the public with grant applications for their specific projects, including, but not limited to, AARP Community Challenge Grants, ADA Accessibility Grants,Department of Developmental Disability’s Community Placement Plan (CPP), and Community Resource Development Plan (CRDP) funding,and other available grants, loans, or funding sources that may prevent residents from being displaced due to rising housing-related expenses.
Prioritize Addressing Homelessness in the Budget by:
o Partnering with local religious organizations and utilizing city-owned parking lots to develop a safe parking program.
o Partnering with local religious organizations to provide a year-round emergency shelter program. o Expanding shelter and interim supportive housing capacity to match the City’s current homeless population, including special facilities for specific sub-populations of homeless such as Domestic Violence Shelters. Such as emergency congregate or non-congregate shelter funds to distribute to local agencies in the City of Thousand Oaks.
o Using City-owned land or purchasing new land to donate to permanent supportive housing developers.
o Securing Federal and State grants to fund projects, subsidize housing units, and provide wraparound services.
Context for the Requested Actions on Housing Affordability and Homelessness Concerns:
Inadequate Conditions to Substantially Address Housing Affordability and Homelessness:
Conditions to produce affordable housing are created through the Zoning and Land Uses specified in the City’s General Plan Update Land Use Map and Housing Element, as well as updates to Zoning and Land Use policies through tools such as Overlay Zones. Prior meetings for these elements of the General Plan have resulted in draft documents that will not produce sufficient units, including new affordable units, to meet the affordability needs of the populations already living in Thousand Oaks.
Table 20, on page 20 of the Draft 2021-2029 Housing Element, shows 2017 data on the cost burden experienced by Thousand Oaks households. Even going off of pre-pandemic data, out of 46,135 total households in Thousand Oaks, 16,701 households paid more than 30% of their income towards housing-related expenses, and of these, 7,705 households paid more than 50% of their income towards housing-related expenses. A 50% dedication of household income towards housing-related expenses is a severe cost burden that increases the likelihood of homelessness.
There are multiple ways of addressing a community’s housing cost burden, such as increasing wages, using government and community-based funding or grants to subsidize housing for cost burdened 3 Item No.11A
residents and providing an abundant supply of housing units in all affordability categories, which can reduce competition for scarce housing supply. Of all the factors that affect a community’s housing cost burden, the area where city leaders can have the most impact is increasing the supply of affordable housing units.
Affordable housing production measures currently planned by the City include a 10% Inclusionary Housing Ordinance that will require all new projects meeting the unit number threshold to set aside 10% of the new housing units as affordable, and/or to pay an in-lieu fee that can go into the City’s funding towards affordable housing. A 10% baseline means that for the city to gain 100 affordable housing units through the inclusionary ordinance, 1,000 total units in qualifying projects will have to be approved and built. This alone will not be enough to produce an adequate supply of affordable housing within the City, even if thousands of new housing units get built between now and the end of the 2021-2029 Housing Cycle. If 3,000 units in qualifying projects are produced by 2029, 300 of those units would be in affordable categories.
Another tool to incentivize affordable housing production is the state’s Density Bonus Law. Under this law, a project that sets aside 24% of its housing units at the low income level, or 15% of its housing units at the very low income level, or 44% of its for-sale units at the moderate income level, is allowed to increase the total number of units in the project by 50%.
If 3,000 units in qualifying projects were to be produced by 2029, 720 of those units could fall within the low-income affordable category. Since the 2017 data from Table 20 shows that 1,832 low income households in Thousand Oaks are severely cost burdened, even full use of the density bonus law targeted towards low-income housing would not produce enough affordable units to meet the need for housing at the low-income level, nor would it produce any housing for the other affordable categories that also have a need within the community.
Ultimately, this means that the amount of housing that may be produced under the Thousand Oaks General Plan 2045 will not be capable of meeting the need within the community that existed even prior to the COVID-19 pandemic and subsequent economic turmoil, unless there is an extreme, and very unlikely, increase in total housing production on the order of thousands of units per year throughout this housing cycle.
In order to incentivize affordable housing production beyond what the General Plan will realistically allow, and to stabilize affordable housing for vulnerable populations within the community, the City of Thousand Oaks should append the General Plan’s zoning and land use provisions through the use of a series of overlay zones, which should be viewed as an ongoing project that will require additional planning staff and/or consultant hours throughout the remainder of the housing cycle, and which should receive adequate funding in the City’s biennial budget processes until the affordable housing need has been met.
4 Item No.11A
Housing and Homelessness in the Current Proposed Budget:
Of the total $541,839,004 proposed to be appropriated in Fiscal Years 2023-2024 and 2024-2025, the City is proposing $437,723 for the Housing Trust Fund, $3 million for the development and construction of the Navigation Center, $200,000 for the operations of the Navigation Center over two years, and $4,574,550 in the Capital Improvement Projects Budget, Housing Projects category, that is carried over from one-time funding received from the Federal government as part of the American Rescue Plan Act.
In total, this will equal $8,212,273 for housing and homelessness-related appropriations in this budget cycle, or1.5% of the total appropriations. Absent the $4,574,550 remaining one-time funds from the Federal government, this drops to $3,637,723 for housing and homelessness-related appropriations by the City, or around0.7% of the total appropriations in the budget cycle.
Final Ask:
In closing, we ask that the City Council take additional concrete and substantive steps including, but not limited to, those listed in the Requested Actions section at the top of this letter, to address two of the city’s top priorities – Affordable Housing and Homelessness. The gap between the needs of our community and the likely outcomes of current proposed funding and actions is wide. Please commit to an increased allocation of funds and staffing in this and in upcoming budget cycles to close the gap and meet these critical needs.
Sincerely,
Conejo Housing Coalition
AAUW Thousand Oaks, Peggy Buckles
Adelante Comunidad Conejo, Lynda Karl
Autism Society Ventura County, Ashley Pope
Autism Society Ventura County Advocacy Committee, Ashley Pope Buen Vecino, Willie Lubka
Conejo Climate Coalition, Clint Fultz
Harbor House, Denise Cortes
Lutheran Social Services of Southern California, Dichele Harris Many Mansions, Rich Schroeder
Thousand Oaks Livability Network, Betsy Connolly
THRIVE Conejo, Lee Ann Holland
Ventura County Clergy and Laity United for Economic Justice (CLUE-VC), Rev. Dr. Betty Stapleford Ventura County YIMBY,, Jackson Piper
Steering Committee: Carole Shelton, Rossanna Guerra, Clint Fultz, Rich Schroeder, Jackson Piper, Lee Ann Holland, Willie Lubka
5 Item No.11A
TO:Andrew P. Powers, City Manager
FROM:Clifford G. Finley, Public Works Director
DATE:June 6, 2023
SUBJECT: Landscape and Lighting Assessment District No. 79-2 Annual Levy
RECOMMENDATION:
1. Approve Final Engineer’s Report for Landscape and Lighting Assessment District No. 79-2 FY 2023-24 Assessments.
2. Adopt resolutions approving Engineer’s Report and Ordering Annual Levy of Assessments for FY 2023-24.
3. Approve Final Annexation Engineer’s Report for Landscape and Lighting Assessment District No. 79-2 FY 2023-24 Annexation Territory.
4. Tabulate the assessment ballots submitted, and not withdrawn, in support of, or in opposition to the proposed Annexation, and declare the results.
5. If no majority protest, then adopt resolution Ordering the Annexation of territory to Landscape and Lighting Assessment District No. 79-2 and the Annual Levy of Assessments for FY 2023-24.
6. Find that this action is not a project as defined under the California Environmental Quality Act.
FINANCIAL IMPACT:
No Additional Funding Requested. The proposed maximum Landscape District and Lighting District assessments for FY 2023-24 include a 5.77 percent Consumer Price Index (CPI) inflationary adjustment as previously approved by property owners.
BACKGROUND:
The Landscape and Lighting Assessment District (LLAD) is a special assessment area within Thousand Oaks that funds maintenance of street trees, public landscaping, sidewalk, curb and gutter repair, graffiti removal, weed abatement, streetlights, and traffic signals. Property owners within the LLAD are assessed as Item No.11B
LLAD No. 79-2 Annual Levy
June 6, 2023
6 6
9 part of their annual property taxes collected by Ventura County. Approximately 82 percent of all properties in the City are assessed for lighting, and 43 percent are assessed for landscaping.
Assessments are based on a weighting factor using equivalent benefit units (EBU) to identify a parcel’s share of total assessments based on benefit received. A typical single-family residential property is assigned an EBU of 1.00, and all other property types are assigned EBUs proportionate to a single-family home. For example, a commercial property that contains three times the square footage and infrastructure as a typical residential home, would be assigned an EBU of 3.00.
On May 9, 2023, City Council adopted resolutions initiating the intent to: levy assessments for LLAD 79-2 for FY 2023-24, annex territory into the District, set the public hearing for June 6, 2023, and confirm the Preliminary Engineer’s Report and Preliminary Annexation Engineer’s Report. City Council also approved an agreement with the Ventura County Auditor-Controller to provide assessment- levying services and approved associated expenditures.
DISCUSSION/ANALYSIS:
The FY 2023-24 LLAD Engineer’s Report (Attachment #1) reflects the proposed Landscape and Lighting Budgets. The maximum assessment rate is the maximum rate a property can be assessed within that zone and includes a voter-approved three percent or CPI, whichever is greater, annual increase. The maximum assessment amounts are recommended to be generally adjusted by the allowable annual CPI inflationary increase of 5.77 percent as approved by the property owners.
It is necessary to adjust applied landscape assessments to generate the required revenue for the special benefits received. The assessments pay for particular and distinct (special) benefits over and above the general benefits conferred on properties located within the district or to the public at large. The proposed annual landscape assessments for FY 2023-24 range from $53.48 per EBU (Zone 4), to a maximum annual assessment of $569.40 per EBU (multiple zones).
Assessments for all 39 zones (and four subzones) are proposed to be adjusted by the CPI to cover increased operating and maintenance costs, reduce reliance on ad valorem, and to develop reserves for future capital improvement projects. The proposed applied assessment for Zones 34 and 37A has been increased up to 10 percent to cover increased maintenance costs and reduce the existing City subsidy. By law, zone fund operating reserves are permitted a balance of up to 50 percent of each zone’s operating budget and an appropriate fund amount for capital reserve to complete rehabilitation projects.
Item No.11B
LLAD No. 79-2 Annual Levy
June 6, 2023
6 6
9 All EBUs within the lighting zones pay a uniform rate. For FY 2023-24, the proposed lighting assessment rates are adjusted by the approved inflationary (CPI) adjustment of 5.77 percent, an increase of $1.04, resulting in a revised assessment rate of $19.08 per EBU per year. This adjustment is necessary to cover ongoing increases in maintenance and electricity costs for the City’s street lighting and traffic signals.
“Average” Assessments for LLAD 79-2
The Engineer’s Report contains proposed actual assessment rates and maximum allowable assessment rates for every zone. The actual assessment rate is the amount levied on each property within a zone and appears on the property tax bill. The maximum allowable assessment rate includes a voter-approved CPI annual increase. As previously mentioned, the proposed annual landscape assessments for FY 2023-24 range from $53.48 per EBU (Zone 4), to a maximum annual assessment of $569.40 per EBU (multiple zones). The proposed annual lighting assessment for FY 2023-24 is $19.08 per EBU.
Average assessments for both lighting and landscaping are provided in the following table:
Average Assessments
(per EBU per year)
Lighting Landscape
FY 2022-23 $ 18.04 $ 331.75
FY 2023-24 $ 19.08 $ 351.44
Change ($) $ 1.04 $ 19.69
Upon City Council’s review and approval of the Engineer’s Report, the Resolution Approving the Final Engineer’s Report (Attachment #2) and the Resolution Ordering Levy and Collection of Assessments (Attachment #3) will be adopted.
Annexations to LLAD 79-2
The following annexations are planned in the lighting zones: the Hydam Homes, LLC (2080 Hillcrest Drive) development is proposed to be annexed into the existing Lighting Assessment District, Zone E, and the Vogel Properties, Inc. (1515 Rancho Conejo Boulevard and 1489 Lawrence Drive) development is proposed to be annexed into existing Lighting Assessment District, Zone F.
Item No.11B
LLAD No. 79-2 Annual Levy
June 6, 2023
6 6
9 The Final Annexation Engineer’s Report (Attachment #4) details the plans and specifications, method of apportionment, costs, and maximum assessment rates for the proposed annexation to Lighting Zones E and F. Upon City Council’s review and approval, the Resolution Approving Annexation Engineer’s Report (Attachment #5) will be adopted. As part of this evening’s public hearing and to comply with Prop 218, ballots as directed for issuance by City Council on May 9, 2023, from the two subject parcels’ current owner will be opened and tallied to either confirm or decline voluntary annexation to the District. The election results will be reported in the Certificate of Election Results (Attachment #6).
If the annexation election succeeds, the Resolution Ordering the Annexation and Collection of Assessments (Attachment #7) will be adopted. The LLAD has for many years provided an integral part of the City’s ability to provide excellent infrastructure and maintenance service to Thousand Oaks residents.
COUNCIL GOAL COMPLIANCE:
Meets the following City Council goals:
C. Operate City government in a fiscally and managerially responsible and prudent manner to ensure that the City of Thousand Oaks remains one of California's most desirable places to live, work, visit, recreate, and raise a family.
F. Provide and enhance essential infrastructure to ensure that the goals and policies of the Thousand Oaks General Plan are carried out and the City retains its role and reputation as a leader in protecting the environment and preserving limited natural resources.
PREPARED BY: Jim Taylor, Sr. Civil Engineer
Attachments:
Attachment #1 – Final Engineer’s Report
Attachment #2 – Resolution Approving Engineer’s Report
Attachment #3 – Resolution Ordering Levy and Collection of Assessments Attachment #4 – Final Annexation Engineer’s Report
Attachment #5 – Resolution Approving Annexation Engineer’s Report Attachment #6 – Certificate of Election Results
Attachment #7 – Resolution Ordering the Annexation and Collection of Assessments
DPW: 830-40\jlt\etm\Council\2023\060623\LLAD 79-2 Levying of Annual Assessments staff report.docx Item No.11B
ATTACHMENT #1
Engineer’s Report
Fiscal Year 2023-24
City of Thousand Oaks
Landscape and Lighting Assessment District No. 79-2
Prepared For
June 2023
DPW: 830-40\jlt\etm\Council\2023\060623\LLAD 79-2 Levying of Annual Assessments Item No.11B
Table of Contents
Sections
Section i.
Section 1.
Section 2.
Section 3.
Engineer’s Statement _________________________________________________i Plans and Specifications ______________________________________________ 1 Method of Assessment Apportionment_________________________________ 16 Cost Estimates_____________________________________________________ 24 Tables
Table 2-1.
Table 2-2.
Table 3-1.
Table 3-2.
Table 3-3.
Table 3-4.
Landscaping Equivalent Benefit Unit Summary ___________________________ 22 Lighting Equivalent Benefit Unit Summary ______________________________ 22 Fiscal Year 2023-24 Landscape Zone Cost Estimates_______________________ 24 Fiscal Year 2023-24 Landscape Zone Summary ___________________________ 35 Fiscal Year 2023-24 Lighting Zone Cost Estimates _________________________ 36 Fiscal Year 2023-24 Lighting Zone Summary _____________________________ 37 Appendices
Appendix A. Assessment Diagram_______________________________________________ A-1 Appendix B. Assessment Roll __________________________________________________ B-1 Item No.11B
i. Engineer’s Statement
AGENCY:
PROJECT:
TO:
CITY OF THOUSAND OAKS
LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 79-2
CITY COUNCIL
CITY OF THOUSAND OAKS
STATE OF CALIFORNIA
SECTION 1
SECTION 2
PLANS AND SPECIFICATIONS of the improvements to be maintained and/or improved for the Fiscal Year. The plans and specifications show and describe the existing improvements and are sufficient in showing and describing the general nature, location and extent of the improvements.
The METHOD OF ASSESSMENT APPORTIONMENT calculates the receipt of special benefit and the general benefit derived from the installation and maintenance and servicing of the respective improvements located throughout the District, and the methodology used to apportion the total assessment to the properties within the District.
SECTION 3
SECTION 4
A COST ESTIMATE of the improvements to be maintained and/or improved for the mentioned Fiscal Year.
An ASSESSMENT DIAGRAM of the District. Said Diagrams shall show the exterior boundaries of the District and the boundaries of any zones within the District. Reference is made to the County Assessor's Maps for a detailed description of the lines and dimensions of any lots or parcels. The lines and dimensions of each lot shall conform to those shown on the County Assessor's Maps for the Fiscal Year to which the Report applies.
SECTION 5 An ASSESSMENT ROLL showing the proportionate amount of the assessment to be charged in proportion to the benefits to be received by each lot or parcel within the boundaries as shown on the below-referenced Diagram.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 i
Item No.11B
i. Engineer’s Statement
WHEREAS, on May 24, 2023, the City Council, under the Act, adopted its Resolution Initiating Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer’s Report for LLAD No. 79-2; WHEREAS, the Resolution of Initiation directed Webb Municipal Finance, LLC, to prepare and file a report presenting plans and specifications describing the general nature, location, and extent of improvements to be maintained; an estimate of the costs of the maintenance, operations, and servicing of the improvements for LLAD No. 79-2 for the referenced Fiscal Year; a diagram for LLAD No. 79-2 showing the area and properties to be assessed; and an assessment of the estimated costs of the maintenance, operations, and servicing of the improvements, assessing the net amount upon all assessable lots and/or parcels within LLAD No. 79-2 in proportion to the special benefit received;
NOW THEREFORE, the assessments are made to cover the portion of the estimated costs of maintenance, operation and servicing of said improvements to be paid by the assessable real property within LLAD No. 79- 2 in proportion to the special benefit received.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 ii
Item No.11B
i. Engineer’s Statement
I, Matthew E. Webb, a Professional Civil Engineer (employed at Albert A. Webb Associates and retained through an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf of the City of Thousand Oaks, pursuant to the Act do hereby assess and apportion the total amount of the costs and expenses upon the parcels of land within Landscape and Lighting Assessment District No. 79-2 liable therefore and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively, from said maintenance, works of improvement, and appurtenances.
Executed this day of 2023.
ALBERT A. WEBB ASSOCIATES
MATTHEW E. WEBB
PROFESSIONAL CIVIL ENGINEER NO. 37385
ENGINEER OF WORK
ON BEHALF OF THE CITY OF THOUSAND OAKS
STATE OF CALIFORNIA
Final approval, confirmation and levy of the annual assessment and all matters in the Engineer's Report were made on the day of 2023, by adoption of Resolution No. By City Council.
CITY CLERK
CITY OF THOUSAND OAKS
STATE OF CALIFORNIA
A copy of the Assessment Roll and Engineer's Report were filed in the City Clerk’s Office on the day of , 2023.
CITY CLERK
CITY OF THOUSAND OAKS
STATE OF CALIFORNIA
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 iii
Item No.11B
1. Plans and Specifications
Introduction
The City of Thousand Oaks (“City”) annually levies and collects special assessments on parcels within the Landscape and Lighting Assessment District No. 79-2 (“District”) in order to continue the maintenance of landscape and lighting improvements within the District. The District was formed in 1979 and is levied annually, pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the “1972 Act”) and the provisions of the California Constitution Article XIII D, added by Proposition 218.
The Annual Engineer’s Report (“Report”) describes the District, any changes to the District including any territories to be annexed, modifications to the improvements or zones, and the proposed assessments for Fiscal Year 2023-24. The maintenance, operation and servicing of the improvements associated within specific areas of the District that provide a special benefit to the properties in that area are identified as Zones. The costs of the improvements and services are identified and budgeted separately for each Zone, and each parcel within a Zone is assessed proportionately for only those improvements and services that are a special benefit to the properties within the Zone. The budgets and annual assessments are based on the City’s estimated cost to maintain the improvements that provide special benefits to properties within the District and the specific Zones therein. For Fiscal Year 2023-24 the District consists of thirty-nine (39) landscape benefit Zones (not including four Sub-Zones) and six (6) lighting benefit Zones (Zones A through F).
The word “parcel”, for the purposes of this Report, refers to an individual property assigned its own Assessment Parcel Number by the Ventura County Assessor’s Office. The Ventura County Auditor/Controller uses Assessment Parcel Numbers and specific Fund Numbers to identify properties assessed for special district benefit assessments on the tax roll.
At a noticed annual Public Hearing, the City Council will consider all public comments and written protests regarding the District’s proposed levy of assessments for Fiscal Year 2023-24. The City Council will review the Report and may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report the Council will order the levy and collection of assessments for the fiscal year pursuant to the 1972 Act. In such case, the assessment information will be submitted to the County Auditor/Controller and included on the property tax roll for each parcel in Fiscal Year 2023-24.
Historical Background and Current Legislation
Pursuant to the 1972 Act, the City Council conducts a public hearing annually to accept public comments and testimony, to review the Report and approve the assessments to be levied on the County tax roll for that fiscal year. The assessments adopted by the City Council are prepared in accordance with the 1972 Act and the provisions of the California Constitution.
In Fiscal Year 1998-99 the improvements provided by the District, the costs associated with those improvements and the benefiting properties were closely reviewed and evaluated. At that time, the District was reengineered to more accurately identify specific areas of special benefit within the District. Various tracts and developments were grouped into zones of benefit (hereafter referred to as “Zone” or “Zones”) based on levels of service, similarity of improvement types, and proximity to the improvements. Subzones (e.g., A and B) typically distinguish between properties that receive different levels of special benefit within a Zone (e.g. properties on public versus private streets). In addition, the method of apportioning District costs (Equivalent Benefit Unit method of apportionment) was reviewed and expanded to provide a more comprehensive method of calculating the weighted proportional benefit that various types of property receive from the improvements. This reengineering established a more accurate reflection of the special benefits conveyed to each parcel within the District.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 1
Item No.11B
1. Plans and Specifications
In compliance with the provisions of the California Constitution Article XIIID (Prop 218), the assessments established for each Zone and presented to property owners for approval for Fiscal Year 1998-99, included an assessment adjustment formula. This adjustment formula was established to account for ordinary and reasonable increases in annual costs due to inflation thereby reducing the expense associated with re- approval (noticing, mailing, and balloting) for small and limited cost increases in the future. This assessment adjustment formula allows the City Council to annually increase the maximum assessment rates by the greater of inflation (based on the Consumer Price Index — CPI) or three percent (3%). A property owner protest ballot proceeding was conducted for the proposed assessments applicable to the thirty-five landscape benefit zones and six lighting benefit zones that existed within the District at that time. On June 9, 1998, the property owner protest ballots were tabulated, and the results of the ballot tabulation indicated property owner approval of the proposed District assessments and assessment range formula.
Subsequently, in Fiscal Year 1999-00, additional territory was annexed to the District pursuant to property owner protest ballot proceeding and two new Landscape Zones were established bringing the total number of Landscape Zones to thirty-seven.
In Fiscal Year 2000-01, a supplemental engineer's report for Landscape Zone 32 (Dos Vientos) was presented to the City Council that addressed an expansion of the landscape improvements within the Zone and a proposed increased assessment to cover the associated costs. Ballots for the assessment increase were presented to the property owners of record and at the May 2, 2000, public hearing, the City Council determined that majority protest did not exist and approved the establishment of two Sub- Zones (A and B) within Landscape Zone 32 and the corresponding new maximum assessments for the Zone commencing with Fiscal Year 2000-01.
For Fiscal Year 2003-04, additional territory was annexed to the District. A supplemental engineer’s report was prepared in connection with this annexation and property owner protest ballot proceedings were conducted. The ballot tabulation indicated property owner approval of the proposed assessments and the assessment range formula presented. On February 4, 2003, the City Council approved the supplemental engineer’s report for the annexation of new territories including the establishment of a new landscape benefit zone designated as Landscape Zone 38.
For Fiscal Year 2004-05, the City initiated proceedings and conducted a property owner protest balloting for new assessments related to the annexation of additional territories to the District as well as the reorganization of the District’s existing Landscape Zone 37 (Split into Zone 37A and Zone 37B). A supplemental engineer’s report was prepared in connection with this proceeding. Upon the conclusion of the public hearing on January 13, 2004, the ballots returned were tabulated and indicated property owner approval of the proposed assessments and assessment range formula presented. The City Council approved the supplemental engineer’s report for the annexation of new territories including the establishment of a new landscape benefit zone designated as Landscape Zone 39 and the reorganization of Landscape Zone 37.
For Fiscal Year 2005-06, the City annexed twelve (12) additional development projects to the District. Each of these developments and the properties therein were annexed into one of the existing lighting zones and five (5) of the developments were annexed into one of the existing landscape zones that reflect the development’s special benefit from the improvements provided.
For Fiscal Year 2006-07, the City annexed twelve (12) additional development projects to the District and increased the Maximum Approved Assessment Rate for Zone 37B. These developments and the properties therein were annexed into one of the existing lighting zones and two (2) of the developments were also annexed into one of the existing landscape zones that reflect the development’s special benefit from the improvements provided.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 2
Item No.11B
1. Plans and Specifications
For Fiscal Year 2007-08, the city annexed seven (7) additional development projects to the District. Each of these developments and the properties therein were annexed into one of the existing lighting zones.
For Fiscal Year 2009-10, the City annexed four (4) additional development projects to the District. Two (2) of these developments and the properties therein were annexed into the existing Lighting Zone A, and two (2) of the developments and the properties therein were annexed into the existing landscape Zone 35.
For Fiscal Year 2010-11, the City proposed to annex one (1) additional development project to the District.
All twenty-two (22) parcels within the development were to be annexed into the existing Lighting Zone F.
Upon the conclusion of the public hearing on July 13, 2010, the ballots returned were tabulated and indicated a majority protest resulting in the development not being annexed into the District.
For Fiscal Year 2012-13, the City annexed a total of sixty-four (64) parcels into the District as follows; Lighting - nine (9) parcels to Zone A, six (6) parcels to Zone B, thirty-nine (39) parcels to Zone E and ten (10) parcels to Zone F. Landscape – five (5) parcels to Zone 13 and fifty-five parcels (55) to Zone 35.
For Fiscal Year 2013-14, the City annexed a total of seventy-eight (78) parcels into the District as follows; Lighting – one (1) parcel to Zone E, and thirty-one (31) parcels to Zone F. Landscape – seventy- eight (78) parcels to Zone 35.
For Fiscal Year 2016-17, the City annexed a total of three (3) parcels into the District as follows; Lighting – three (3) parcels to Zone E. Landscape – one (1) parcel to Zone 11.
For Fiscal Year 2020-21, the City annexed one (1) parcel into the District as follows; Lighting – one (1) parcel to Zone C. Landscape – one (1) parcel to Zone 28.
For Fiscal Year 2023-24, the City is proposing to annex three (3) parcels into the District as follows; Lighting – one (1) parcel to Zone E and two (2) parcels to Zone F.
Improvements Authorized by the 1972 Act
As applicable or may be applicable to this proposed District, the 1972 Act defines improvements to mean one or any combination of the following:
The installation or planting of landscaping;
The installation or construction of statuary, fountains, and other ornamental structures and facilities;
The installation or construction of public lighting facilities; The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; The maintenance or servicing, or both, of any of the foregoing; The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment;
The costs of printing, advertising, and the publishing, posting and mailing of notices; Compensation payable to the County for collection of assessments; Compensation of any engineer or attorney employed to render services; Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 3
Item No.11B
1. Plans and Specifications
Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5; Costs associated with any elections held for the approval of a new or increased assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
Repair, removal, or replacement of all or any part of any improvement; Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; The removal of trimmings, rubbish, debris, and other solid waste; The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
Description of Improvements and Services
The District provides and ensures the continued maintenance and operation of landscaping, street lighting, graffiti abatement and related services within the public right-of-way in various areas throughout the City.
Improvements within the District generally include:
Landscape improvements within the medians, parkways, entryways and open space areas within various Landscape Zones including street trees, turf, ground cover, shrubs, irrigation and drainage systems, sound walls, fencing, and necessary appurtenances; Electrical costs and maintenance for street lighting improvements within specific subdivisions and streets adjacent to various residential and commercial developments.
Maintenance and Services
Maintenance includes the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement including, but not limited to:
Repair, removal, or replacement of all or any part of any improvements; Grading, clearing, removal of debris, and the installation or construction of curbs, gutters, walls, sidewalks, paving, water, irrigation, drainage, or electrical facilities; Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
The removal of trimmings, rubbish, debris, and other solid waste; The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti;
Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements;
Water for the irrigation of any landscaping, water features or the maintenance of any other related improvements.
The annual assessments levied for the District in whole or in part fund the services, maintenance, operations and administration associated with the District improvements. Parcels that receive special benefits from the improvements within each Zone, share in the cost of the services and improvements associated with that Zone. The costs and assessments set forth in this Report are based upon the City’s estimate of the expenses related to the operation and maintenance of the District improvements including labor, personnel, utilities, equipment, materials, administration and incidental expenses.
For Fiscal Year 2023-24, the District consists of thirty-nine (39) Landscape Zones (not including four sub- Zones) and six (6) Lighting Zones. Each Landscape Zone includes parcels and subdivisions that are directly associated with specific landscape improvements that were installed as part of developing those properties City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 4
Item No.11B
1. Plans and Specifications
or provide special benefits to those properties based on proximity to the improvements. The total amount to be assessed within each Landscape Zone for the operation and maintenance of the improvements is equitably spread among the benefiting parcels within that Zone only. Unlike the Landscape Zones (that are correlated to specific parcels, developments or subdivisions), the six Lighting Zones cover the entire City with each Zone representing a geographical region of the City. However, within these Lighting Zones, only properties that benefit from local street lighting improvements (in-tract street lighting and/or adjacent street lighting) are assessed. Although local street lighting improvements are usually associated with residential developments and subdivisions within each of the six Lighting Zones, there are some commercial and rural residential properties that are assessed based on their benefit from local lighting. Parcels that receive special benefits from local lighting improvements are assessed proportionately for a portion of the costs to provide the local street lighting. The balance of the local street lighting costs and lighting improvements that are considered general benefit are funded through Ad Valorem revenues.
Landscape Improvements and Services
Landscape improvements and services within the District may include graffiti abatement throughout all benefit zones, center median landscaping, parkway and slope landscaping, open space areas or public easement, weed abatement, and tree maintenance associated with the subdivisions and properties within the District. Each Zone consists of only properties, subdivisions and developments that are associated with the improvements provided and maintained within the Zone. The parcels assessed for special benefits are part of a development or subdivision that originally installed the improvements or are directly associated with the improvements through proximity. The specific improvements within each Zone vary, and may include, but are not limited to: The maintenance of ground cover, turf, shrubs, trees, fences, irrigation systems, drainage systems, lighting systems, hardscapes, sidewalks, trails and associated appurtenances within or adjacent to specific landscaped areas or improvements.
Landscape improvements within the District are maintained and serviced on a regular basis. The frequency and specific maintenance and operations required within the District and each Zone is determined weekly by City staff. Parcels identified as being within a Landscape Zone, share in both the cost and benefit of the improvements. The net costs associated with the improvements are equitably spread to parcels proportionately according to the special benefits received and only parcels that receive special benefits are assessed.
Landscape Zones
The District is divided into thirty-nine (39) Landscape Zones (not including four sub-Zones). The following is a list of the improvements funded through District assessments in each Zone:
Zone 01 (Borchard / Los Vientos / Cabrillo)
Landscaped center median on Borchard Road from Los Vientos to Cabrillo; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 02 (Lynn Rd / Greendale / Fernhill / Reino)
Landscaped center median on Lynn Road, east of Greendale to Fernhill and west of Greendale to Reino Road;
Landscaped parkway and slopes on the north side of Lynn Road, east of Greendale to west of Fernhill and west of Greendale to Reino Road;
Weed abatement of open space at Dale Court and Churchill; Sidewalk, curb and gutter repair;
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 5
Item No.11B
1. Plans and Specifications
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 03 (Elkwood / Greendale / Ravenwood)
Landscaped parkways on the south side of Elkwood from Greendale to Ravenwood; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 04 (Weed / Tree Maintenance / Open Space / Cayo Grande)
Weed abatement of open space areas around Cayo Grande;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 05 (Kimber / Reino / Wendy / Walter / Peppermint)
Landscaped parkways and slopes including the south parkway on Kimber from Reino to 435 feet east of Reino; the west parkway on Daniel; the east parkway and slope on Reino from Kimber to 1,970 feet south of Kimber; Pebble slope up to Bearcreek; Walter slope from 332 feet north of Brisbaine to end; Chadwick slope to 163 feet west of Brisbaine; the west parkway on Wendy from Peppermint to 590 feet south of Peppermint; the west parkway on Wendy from 535 feet north of Charlotte to Peppermint; and the east parkway on Wendy from 550 feet south of Peppermint to 780 feet north to Charlotte; Weed abatement of open space areas at Bearcreek area; Brisbaine, Walter Highview, Daniel, Mooncrest and Charlotte, Peppermint, Firecrest, Cloudcrest, Eagle Ridge, Heatherfield, Pebble Kimber to Reino Road, east side of Wendy, Delacodo, Charlotte, Silas, Avocado, Continental, Pacific, and the west side of Wendy;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 06 (Reino / Paseo De Leon)
Landscaped parkway on the east side of Reino Road from 80 feet south of, to 680 feet north of, Paseo De Leon;
Weed Abatement of open space area at Paseo De Leon;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District- maintained landscaped areas of the Zone.
Zone 07 (Lynn Rd / Wendy / Fowler / Erinlea / Deer Ridge) Landscaped center medians on Lynn Road between Wendy and Fowler; and on Lynn Road east of Wendy to the end of the Zone Boundary;
Landscaped parkways and slopes on the west and east sides of Wendy from 290 feet north of Holloway to Lynn; the north parkway on Lynn from Fowler to the end of tract number 4467; the east parkway on Fowler; the east side parkway on Wendy from Lynn to just south of Erinlea (southern boundary of the Zone); the south and east side parkways on Lynn from Wendy north and east to the end of the Deer Ridge subdivision (northeast boundary of the Zone);
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 6
Item No.11B
1. Plans and Specifications
Zone 08 (Shirley / Alice / Freeway Buffer Zones)
Landscaped Freeway Buffer Zone off Shirley Drive;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 09 (Borchard / Michael / Redfield)
Landscaped center median on Borchard from Michael to Redfield; Landscaped parkways on the south side of Borchard along the Zone Boundary from Redfield to 307 feet west of Redfield; and at Carob approximately 350 feet east and west of Carob; Weed abatement of open space areas within the Zone;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 10 (Lynn Rd / Maple Leaf)
Landscaped center median on Lynn Rd from 580 feet east of Mapleleaf to 290 feet west of Mapleleaf; Landscaped parkways on Lynn Road north and south sides, from 640 feet east of Mapleleaf to 105 feet west of Mapleleaf;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 11 (Corporate Center Dr)
Landscaped slopes and weed abatement at Corporate Center Drive, south side; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 12 (Rancho Conejo Blvd at Baxter)
Landscaped slopes at Baxter, north side off Rancho Conejo Boulevard and Conejo Valley Unified School District slopes, and the end of Rancho Conejo Boulevard; Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 13 (Hillcrest / Camino Dos Rios / Lynn / Ventu / Paseo Grande / Citation) Landscaped center medians on Hillcrest from Ventu Park to approximately 1,500 feet east of Paseo Grande (Zone boundary); and on Ventu Park (Camino Dos Rios) from Hillcrest to Lawrence; Landscaped parkways and slopes on the north and south side of Hillcrest from Lynn to Paseo Grande; the north and east side of Camino Dos Rios from Hillcrest to De Havilland; the north side of Hillcrest from 400 feet south of Camino Dos Rios to Camino Dos Rios; the north parkway on Hillcrest, east and west of Rolling Meadow, and the open space landscaping behind the homes; the north parkway on Hillcrest and slopes, 170 feet west of Kalinda and 900 feet east of Kalinda; and the north parkway on Hillcrest east and west of San Carlos and open space landscaping behind the homes; Weed abatement of open space within the Zone including areas located at Paseo Grande; Citation Way; Amador; Hillcrest and Ventu; and the Indian Burial Grounds;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 7
Item No.11B
1. Plans and Specifications
Zone 14 (Olsen Rd / Starfire / Arboles / Wildwood / Big Sky) Landscaped center medians on Olsen Road from 400 feet north of Starfire (End of Zone boundary) to Avenida De Los Arboles; on Avenida De Los Arboles from Canna to Lynn Road; Landscaped parkways and slopes including the west parkway on Olsen Road 400 feet north of Starfire to 1,000 feet south of Wildwood; the north and south parkway on Wildwood from Olsen to Storm Cloud; the north and south parkways within the zone boundary on Wildwood between Big Sky and Camino De Celeste; west parkway on Lynn Road from 300 feet north of Avenida De Los Arboles to of Avenida De Los Arboles; the north side parkway of Avenida De Los Arboles from Lynn Road to Canna; east side parkway on Canna from Avenida De Los Arboles to 235 feet north of Timberwood; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 15A & 15B (Janss / Lynn / Hartwick / Lynnmere)
Landscaped center median on Janss Road from Lynn Road to Hartwick; Landscaped parkways, slopes and open space areas on the north side of Janss from Lynn Road to Lynnmere; the west parkway on Stonehill; the south side of Janss from Lynn Road to Lynnmere; the open space landscaping on Ramsgate; the Janss park site; the open space landscaping on Hartwick and Stetson; and the west slope on Lynn Road from Lotus to Janss;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 16 (Lynn Rd / 101 / Greenmeadow / Cypress)
Landscaped center medians on Lynn Road from Freeway 101 to Greenmeadow; Landscaped parkway and slopes on the west side of Lynn Road from Greenmeadow to 800 feet north of Greenmeadow; and the slope between the homes along Greenmeadow, Windtree, Newbury Road and Cypress;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 17 (Olsen Rd / Regina / Wildwood / Arboles)
Landscaped center medians on Olsen Road from 400 feet north of Starfire (End of Zone boundary) to Avenida De Los Arboles;
Landscaped parkways and slopes on the east side of Olsen Road 300 feet north of Thunderhead to 650 feet south of Wildwood; the north side of Avenida De Los Arboles from 75 feet east of Regina to Lynn Road and from 75 feet east of Regina to 75 feet east of Odebolt; east side of Olsen/Lynn from 650 feet south of Wildwood to Avenida De Los Arboles; and Wildwood slope (cul-de-sac east of Lynn Road); Weed abatement of open space within the Zone including Odebolt and Thunderhead; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 18 (Arboles / Keats / Longfellow)
Landscaped slopes and parkways on the south side of Avenida De Los Arboles from 100 feet east of Keats to 50 feet east of Longfellow;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 8
Item No.11B
1. Plans and Specifications
subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 19 (Lynn Rd / East Slope / North Parkway / Janss)
Landscaped parkways and slopes on the east side slope of Lynn Road and on the north parkway and slope, 340 feet south of Janss;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 20 (Lynn Rd / Lotus / Camino Manzanas)
Landscaped parkways and slopes on the west side of Lynn Road from Lotus to 150 feet north of Camino Manzanas;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 21 (Moorpark Rd / 101 / Los Padres / Rolling Oaks) Landscaped center median on South Moorpark Road from south of Freeway 101 to Los Padres (the length of the Zone boundary);
Landscaped parkways on the east side of South Moorpark between Los Padres and Rolling Oaks; Weed abatement of open space within the Zone including areas along Los Padres, Woodlet, Scarborough, Newcastle, Oakhampton, Hillsborough;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 22 (Olsen Rd / Moorpark to Mount Clef)
Landscaped medians on Olsen Road from Moorpark Road to Mountclef; and on Moorpark Road from Olsen Road to the end of the Zone boundary;
Landscaped parkways on the east side of Mountclef, the south side of Olsen Road and the west side of Moorpark Road along the Zone boundary;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 23 (Moorpark Rd / Calle Entrar)
Landscaped center median on Moorpark Road adjacent to the Zone boundary; Landscaped parkway on the east side of Moorpark Road at Calle Entrar along the Zone boundary; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 24 (Pederson / Olsen / Northwood / Rushing Creek)
Landscaped center median on Pederson Road between Olsen Road and Northwood Parkway; Olsen Road from approximately 500 feet west of Floating Cloud to the west parkways on Flying Hills; Landscaped parkways and slopes on the north side of Pederson Road from Olsen Road to approximately 500 feet south of Northwood Parkway; the Northwood parkways and slopes from 700 feet south of Mabrey Court, to and including, Mabrey Court; the parkways and slopes on Olsen Road, east and west of Floating Cloud; the Rushing Creek parkways and slopes; the south parkway on Olsen Road between the Pederson slopes and the west parkways on Flying Hills; and the north parkways on Moorpark Road City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 9
Item No.11B
1. Plans and Specifications
at Crossridge;
Weed abatement of open space within the Zone including Northwood Parkway and Rushing Creek; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 25A & 25B (Erbes Rd / Sunset Hills / Olsen / Avenida De Los Flores / Parkview) Landscaped medians on Erbes Road from Sunset Hills Boulevard to Avenida De Los Flores, and on Sunset Hills Boulevard from the 23 Freeway to Avenida Amaranto; Landscaped parkways on the east side of Erbes Road between Avenida De Los Flores and Sunset Hills Boulevard; the west side of Erbes Road from Sunshine to Sunset Hills Boulevard and west to 23 Freeway; the east side parkways and slopes on Erbes Road from McCrea, and North Fernleaf to Lemonberry; the landscaped open space behind homes at Rob Court and Peak Place; north side slope at Monte Carlo to Sunset Hills Boulevard, and the south side landscaped open space on Sunset Hills Boulevard at the Amaranto landscaped parkway; the south side parkway of Avenida De Los Arboles from Erbes to Kensington; on Parkview, the west parkway to Arboles, the north side to Erbes and the east side to Meadowbrook; Erbes, east parkway and slope at McCrea; landscaped parkway and slopes on the north side of Sunset Hills Boulevard from Avenida Amaranto to the west boundary of Tract 4604 (800 feet east end of Avenida Amaranto); landscaped parkway and slopes on the south side of Sunset Hills Boulevard, from Avenida Amaranto to Ocean Bluff Avenue;
Weed abatement of City owned open space areas within the Zone; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone; City maintained Slit Rail Fencing along parkways.
In 2017 and 2018, a Capital Improvement Project was added to Zone A & B to include the following improvements: turf removal, planting new trees and drought tolerant ground coverings consistent with 2017 Forestry Master Plan, removal of sprinklers and installing hard pipe bubbler system, grading and creating local depressions to contain irrigation and rainwater within the landscaping (bioswales / retention basins), remove concrete and replace with decorative paving.
Zone 26 (Janss Country Oaks / Marview / Shadow Oaks / Sapra / Erbes) Landscaped areas within and along Janss Country Oaks area, Marview, Shadow Oaks, and Sapra; and the west parkway on Erbes Road from Sapra to Tubbs;
Weed abatement of open space areas within the Zone;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 27 (Crown View Open space)
Crown View open space landscaping;
Necessary sidewalk repairs.
Zone 28 (Westlake Areas South of 101 / Townsgate / Hampshire / Triunfo / Bridgegate) Landscaped medians and parkways throughout the Zone including: •
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Townsgate center medians from Village Glen to Lakeview; Village Glen Avenue center medians from Agoura Road to Watergate Road; Hampshire center median from Townsgate to Westlake Boulevard; Agoura Road center median and south parkway from Westlake Boulevard to Los Angeles City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 10
Item No.11B
1. Plans and Specifications
County line;
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Windward, north parkway from Triunfo Canyon to Los Angeles County line; Triunfo Canyon center median from Westlake Blvd to Los Angeles County line; Northwest corner parkway of Triunfo Canyon at Glastonbury; Clayford Court, south parkway from Bridgegate to Barclay; Bridgegate north parkway from Westlake Boulevard to Clayford; Aspenwall east parkways;
Potrero north parkways;
Flood plain along Flood Channel from Westlake Boulevard to Vista Oaks entryway; Westlake Boulevard center median from the 101 Freeway to Potrero Road; Weed abatement of open space areas within the Zone;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone; Maintenance of designated City maintained landscape areas that generally include irrigation controller systems (water meter billed to City), shrubs, groundcover, trees, and mulch; Potrero and Westlake floodplain fencing and gates;
Southeast corner parkway on Westlake Boulevard between Potrero Road and Devonshire Court including landscape and gabion baskets.
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Zone 29 (Auto Mall Drive)
Landscaping along Auto Mall Drive;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 30 (North Ranch Areas / Thousand Oaks Blvd / Lakeview / Westlake Blvd / Hillcrest / Kanan / Lir)
Landscaped medians and parkways throughout the Zone including:
Thousand Oaks Boulevard center median from Duesenberg to Los Angeles County line; Thousand Oaks Boulevard north parkway from Lakeview to Los Angeles County line; Lakeview Canyon medians and the east and west parkways from Thousand Oaks Boulevard, north to the last school exit;
Westlake center medians and the east and west parkways, from 101 Freeway to 500 feet north of 2170 Westlake Boulevard (Lang Ranch Border);
Duesenberg, east parkway from north of Thousand Oaks Post Office to Hillcrest; Hillcrest, south parkway from Duesenberg to Westlake Boulevard; Santiago, north parkway from Westlake to Sierra;
Kanan Road center medians, north and south parkways from Westlake Boulevard to Lindero Canyon; Lindero Road center medians and west parkway and berm, from Kanan Road to Los Angeles County line;
Weed abatement of open space areas within the Zone;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone; City maintained Slit Rail Fencing along parkways.
In 2017 and 2018, a Capital Improvement Project was added to Zone 30 to include the following improvements: turf removal, planting new trees and drought tolerant ground coverings consistent with 2017 City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 11
Item No.11B
1. Plans and Specifications
Forestry Master Plan, removal of sprinklers and installing hard pipe bubbler system, grading and creating local depressions to contain irrigation and rainwater within the landscaping (bioswales / retention basins), remove concrete and replace with decorative paving.
Zone 31 (Lang Ranch Area / Westlake Blvd / Arboles)
Landscaped medians and parkways throughout the Zone including:
Avenida De Los Arboles median from Parkview to Westlake Boulevard; Lang Ranch – Westlake Boulevard, the east and west parkways and slopes from Avenida De Los Arboles to 1700 feet north of Brunston;
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone; City maintained Slit Rail Fencing along parkways.
Zone 32A and Zone 32B (Dos Vientos / Borchard / Las Brisas) Landscaped slopes, parkways, fences and trails along both sides and center medians along Borchard Road (approximately 500,000 square feet of landscaping) from the eastern boundary of the Zone to Via Las Brisas;
Landscaped parkways (both sides), slopes (north side) and center medians on Lynn Road from the eastern boundary of the Zone to the western boundary of the Zone (approximately 292,500 square feet of landscaping); fences and trails along Lynn Road within the Zone are maintained by COSCA; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone; City maintained Slit Rail Fencing along parkways.
Each parcel within Zone 32 is designated as either sub-zone “A” or “B” to identify and distinguish between parcels that benefit from street tree maintenance services. Street tree maintenance is provided on public streets only and only those properties that benefit from this service are assessed.
Sub-zone “A” — identifies and designates parcels located on public streets that proportionately share and are assessed for the improvements on Lynn Road, Borchard Road as well as tree maintenance services.
Sub-zone “B” — identifies and designates parcels located on private streets that proportionately share and are assessed for the improvements on Lynn Road and Borchard Road only.
In 2017 and 2018, a Capital Improvement Project was added to Zone A & B to include the following improvements: turf removal, planting new trees and drought tolerant ground coverings consistent with 2017 Forestry Master Plan, removal of sprinklers and installing hard pipe bubbler system, grading and creating local depressions to contain irrigation and rainwater within the landscaping (bioswales / retention basins), remove concrete and replace with decorative paving.
Zone 33 (Lynn Rd / Regal Oak / East Kelley / Ventu Park Rd)
Landscaped center median on Lynn Road 600 feet east of Regal Oak to East Kelley; Landscaped parkway slopes on the south side of Lynn Road between Ventu Park and Kelley; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 34 (Lynn Rd / Haigh)
Landscaped center median on Lynn Road from Haigh to 550 feet west of Haigh; Landscaped parkway and slopes on the north side of Lynn Road from Haigh to 700 feet west of Haigh; City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 12
Item No.11B
1. Plans and Specifications
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 35 (Various Locations Citywide)
Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 36 (Camino Dos Rios / Grande Vista)
Landscaped medians on Camino Dos Rios from Grande Vista Drive to approximately 550 feet east of Hillcrest Drive;
Landscaped medians on Grande Vista Drive north of Camino Dos Rios; Sidewalk, curb and gutter repair;
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 37A (Reino / Kimber / Maurice)
Landscaped medians on Reino Road from Kimber Drive south to Maurice Drive; Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
Zone 37B (Open Space)
A strip of open space area 100 feet wide from the easterly property line of Assessor Parcel Numbers 665-0-020-21 and 665-0-020-27 for tree maintenance purposes and weed abatement as required by the Ventura County Fire Department.
Zone 38 (Moorpark Rd / Columbia / Country Club Rd)
Landscape improvements located on the east side of Moorpark Road adjacent to the properties located on Country Club Road just north of Columbia Road that were installed as part of the City’s Capital Improvement Project 1181.
Zone 39 (S Lynn Rd / E of Ventu)
Landscape parkway/slope located on the south side of Lynn Road from Ventu Park Road east approximately 180 feet to the eastern boundary of Project No. LD694 (extension of the Hope Dr centerline).
Maintenance of designated street trees located on public streets within the developments and subdivisions and within the District-maintained landscaped areas of the Zone.
District Lighting Improvements
Public street lighting exists throughout the City of Thousand Oaks and the costs of maintaining and supplying electricity for these lights are funded through both Ad Valorem revenues and special benefit assessments.
Parcels, subdivisions and developments that receive special benefits from local street lighting (in-tract street lighting and/or adjacent street lighting) are assessed for only a portion of the street lighting costs associated with these improvements. The remaining local street lighting costs, street lighting and traffic signals identified as general benefit are funded through Ad Valorem revenues and other revenue sources. For administrative purposes, the District is divided into six Lighting Zones that represent geographical regions of the City. Within each of these six zones, only parcels that receive special benefits from local street lighting are assessed, each being assessed proportionately for the cost of providing local street lighting in their area.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 13
Item No.11B
1. Plans and Specifications
Lighting Zones
Zones A through C are located south of the Ventura Freeway (Hwy 101)
Zone A is the western one-third;
Zone B is the central area;
Zone C is the eastern one-third.
Zones D through F are located north of the Ventura Freeway (Hwy 101) Zone D is the eastern portion known as North Ranch;
Zone E is the remainder of the eastern portion that is east of the Thousand Oaks Freeway (Hwy 23);
Zone F is all areas north of the Ventura Freeway (Hwy 101) and west of the Thousand Oaks Freeway (Hwy 23)
District Capital Improvement Projects
In February 2006, the City acquired the rights to a 3.29 acre parcel to be used for the expansion of the Municipal Service Center (“MSC”) to address hazardous waste collection recycling transportation and equipment storage needs of the City. The expansion is to include a community recycling facility, transportation bus storage and maintenance as well as meeting room and office space. The $5,310,000 project was funded by the various departments using the facility as well as a $585,000 Federal Transportation Grant. The Landscaping District was responsible for $643,000 in MSC expansion funding and the lighting district for $427,500. The total landscape and lighting contribution amount of $1,070,500 represents 20.2% of the overall project cost. This project was completed in 2014 and the obligation to the District has been satisfied.
In the summer of 2017 the City performed improvements and upgrades to the landscaped areas and irrigation systems in the five demonstration sites from the 2017 Forestry and Landscape Master Plan with a cost of $1,662,000. The Landscape District was responsible for $1,050,500 of the total project cost of $1,662,000.
The locations of the sites are in Dos Vientos, Newbury Park, Thousand Oaks - West, Thousand Oaks – East, and North Ranch/Westlake. The project was completed in the fall of 2019.
In the summer of 2019, the City began design efforts to replace damaged trees and landscaping along City maintained parkways and medians on Westlake Blvd and Kanan Road, as well as City owned water reservoir tank sites at La Granada and Oakbrook that suffered damage during the Woolsey Fire in November 2018. The first phase of project construction (Kanan, Westlake and Oakbrook) was completed in 2022, with the remaining work at La Granada starting construction in 2023.
In the summer and fall of 2023, the City plans on replacing woodcrete fences in various locations within the City. The cost is estimated at $500,000 to be fully funded by the Landscape District. The project is expected to be completed in the spring of 2024.
In the fall of 2023, the City plans on starting design for landscape and irrigation improvements within the center medians of Thousand Oaks Boulevard, between Duesenberg Drive and the County line near Via Merida. The project consists of various center medians totaling approximatley 130,000 square feet with an estimated cost of $2,400,000 to be funded by the Landscape District. The project is expected to be completed by early 2025.
In the summer of 2024, the City plans on starting design for landscape and irrigation improvements within the center medians on Westlake Boulevard between Thousand Oaks Boulevard and Allyson Street. The project consists of various center medians totalling approximatley 210,000 square feet with an estimated City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 14
Item No.11B
1. Plans and Specifications
cost of $3,600,000 to be funded by the Landscape District. The project is expected to be completed by the spring of 2026.
In the summer of 2025, the City plans on starting design for landscaping along Kanan Road from Westlake Boulevard to Lindero Canyon Road, which will be budgeted in the next capital improvement budget.
Annexations
Fiscal Year 2023-24 annexations are being presented under a separate Annexation Engineer’s Report.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 15
Item No.11B
2. Method of Assessment Apportionment
General
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula or method, which fairly distributes the net amount to be assessed among assessable parcels in proportion to the estimated benefits to be received by each such parcel from the improvements. The formula used for calculating special benefits within the District reflects the composition of the parcels and the improvements and services provided to fairly apportion the costs based on the estimated special benefit to each parcel. The Agency is required to identify all parcels which have special benefits conferred upon them and upon which an assessment will be imposed. The proportionate special benefit to each parcel shall be determined in relationship to the entirety of the public improvement or the maintenance and operation expenses being provided.
Proposition 218 Compliance
In conjunction with the provisions of the 1972 Act, the California Constitution Article XIIID addresses several key criteria for the levy of assessments, notably:
Article XIIID 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 XIIID 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.”
Article XIIID 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.” This District was formed to establish and provide for the improvements that enhance the presentation of the surrounding properties and developments. These improvements will directly benefit the parcels to be assessed within the District. The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generated by the District will be used solely for such purposes.
The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit. The improvements to be provided by this District and for which properties will be assessed, have been identified as an essential component and local amenity that provides a direct reflection and extension of the properties within the District which the property owners and residents have expressed a high level of support.
The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape and lighting improvements within the District, and the assessment obligation for each parcel reflects that parcel’s proportional special benefits as compared to other properties that receive special benefits.
To identify and determine the proportional special benefit to each parcel within the District, it is necessary City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 16
Item No.11B
2. Method of Assessment Apportionment
to consider the entire scope of the improvements provided as well as the properties that benefit from those improvements. The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to properties within the District. The various public improvements and the associated costs have been identified as either “general benefit” (not assessed) or “special benefit”.
Benefit Analysis
The District improvements, associated costs and assessments have been reviewed, identified and allocated to each assessed parcel based on special benefit pursuant to the provisions of the California Constitution and the 1972 Act. The improvements provided by the District have been identified as necessary, required and/or desired for the orderly development of the properties within each respective Zone to their full potential, consistent with the proposed property development plans and applicable portions of the City General Plan.
Although the improvements include public street lighting, open space areas, landscaped parkways and medians available or visible to the public at large, the District improvements are typically localized and the construction and installation of the improvements were only necessary for the development of properties within the District or would have been required for property development if the improvements were not pre- existing. In either case, the District improvements were not required nor necessarily desired by any properties or developments outside the various Zone boundaries. Therefore, any public access or use of these local improvements by others is incidental and there is no measurable general benefit to properties outside the District or to the public at large. The improvements for which properties are assessed directly enhance the desirability and security of those properties and the ongoing operation, servicing and maintenance of the improvements are a direct and special benefit to the properties within the District. To the extent that some District improvements may provide similar benefits to properties outside the various Zone boundaries, the proportional costs associated with the “general benefit” components for that specific improvement are funded by other sources and not included as part of the special benefit assessments. The proportional costs identified as “general benefit” are funded either by the General Fund or Ad Valorem revenues. The amount to be assessed against each parcel within the District represents only the parcel’s proportionate special benefit from the improvements.
Special Benefits of Landscaping
The improvements funded by the assessments in each Landscape Zone are specific to the maintenance and service of the improvements installed as part of the individual tracts, developments, or neighborhoods within the Zone. The improvements funded by District assessments have been identified as a special benefit to the properties assessed and provide no measurable general benefit to the public at large. Assessed parcels benefit by having local landscape improvements available for the enjoyment and safety of owners, patrons, customers, residents, tenants and their families, providing special enhancement of properties within the area. The City recognizes that some landscape improvements may enhance the quality of life throughout the City, and to this extent, the amount to be assessed to properties receiving special benefit has been reduced proportionately in some Zones through the use of City Ad Valorem revenues.
The special benefits properties receive from local landscaping include:
The aesthetic value of green space;
Improved aesthetic appeal of nearby parcels;
Enhanced adaptation of the urban environment within the natural environment; Improved erosion resistance;
Improved dust and debris control;
Improved traffic circulation, driver awareness, and reduced accidents; Reduced noise and air pollution (environmental enhancement); City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 17
Item No.11B
2. Method of Assessment Apportionment
Enhanced sense of pride within the development and community.
Special Benefits of Lighting
The special benefits of street lighting are the convenience, safety, and security of property, improvements, and goods. Specifically:
Enhanced deterrence of crime and the aid to police protection; Increased nighttime safety on roads and highways;
Improved ability of pedestrians and motorists to see;
Improved ingress and egress to property;
Reduced vandalism and other criminal acts and damage to improvements or property; Improved traffic circulation and reduced nighttime accidents and personal property loss; Increased promotion of business during nighttime hours in the case of commercial properties.
Assessment Methodology
Each parcel in the District is assigned a weighting factor known as an Equivalent Benefit Unit (EBU) to identify the parcel’s proportionate special benefit from specific improvements. Each parcel’s EBU is calculated based on the parcel’s land use, development status and/or size as compared to other parcels that are associated with the improvements. A typical single-family residential property is assigned an EBU of 1.00, and all other property types are assigned an EBU proportionate to the special benefits they receive as compared to this single-family residential property. The total EBU in a Zone is divided into the total amount to be assessed (Balance to Levy) to establish the Levy per EBU (Assessment Rate). This assessment rate is then multiplied by the parcel’s individual EBU to establish the parcel’s levy amount.
The formulas for the method of apportionment are as follows:
Total Balance to Levy in Zone / Total EBU in Zone = Levy per EBU (Rate) for Zone Levy per EBU (Rate) x Parcel’s Calculated EBU = Parcel’s Levy Amount for Zone Land Use Classifications
Every parcel within the District is assigned a land use classification based on available parcel information obtained from the County Assessor’s Office and City records. It has been determined that a parcel size, development or development potential (planned development) and a primary land use classification (i.e., Residential versus Non-Residential or Vacant versus Developed) are the appropriate factors necessary to identify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. Parcels associated with the District improvements are assigned one of the following land use classifications:
Residential Parcels — This classification may include, but is not limited to: all subdivided residential tract lots (with or without structures); multiple-family residential properties including apartments and mobile-home parks; condominiums; rural/estate residential properties and any other property identified as a subdivided residential property. Because landscape improvements associated with residential properties are usually located on the perimeter of the development or residential subdivision, landscape improvements are typically associated with the entire development and provide substantially similar and equal benefits to each residential unit. Therefore, all residential properties are assigned 1.00 EBU per unit for their proportional allocation of the landscape improvement costs whether a residential unit has been constructed or merely approved for development.
Similarly, for a typical residential tract development with public street lighting within and adjacent to the development, the benefit to each residential property is reasonably equal and each residential parcel is assigned 1.00 EBU. However, most other residential developments including rural residential properties, City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 18
Item No.11B
2. Method of Assessment Apportionment
condominium developments, apartments, or residential developments on private streets, the District maintained street lighting is usually limited to perimeter lighting adjacent to the development or the local public streets used to access the properties. Due to the reduced number of streetlights benefiting these properties and their proximity to District provided streetlights, these residential developments are assigned
0.25 EBU per unit (provided local street lighting exists near the development). In those cases where no local street lighting is associated with the residential property, (as is the case with many rural residential properties) the parcel is not assessed for streetlighting.
Developed Non-Residential — This classification typically includes all developed properties that are not identified as residential properties and includes both publicly owned (non-taxable) and privately owned properties. A property is considered developed, if the County Assessor’s Office has identified the property with a structure (assessed structural value) or a structure is known to exist on the property. This classification may include, but is not limited to all types of commercial or industrial developments, churches or facilities utilized by other non-profit organizations, privately owned recreational facilities, hotels, schools or government owned offices and facilities.
To establish a proportionate special benefit calculation (EBU) for developed non-residential properties, a correlation between residential developments and non-residential developments has been established.
Although the development footprint per acre for non-residential properties is typically greater than that of residential properties a reasonable estimate of the direct and special benefits conveyed to developed non- residential properties would be a similar and equal benefit conveyed to the properties if they had been developed as residential. Within the City of Thousand Oaks, residential developments yield approximately
3.60 benefit units per acre on average. Therefore, developed non-residential properties are assigned 3.60 EBU per acre for landscape improvements, but a minimum of 1.00 EBU per parcel (parcels less than 0.28 acres). For street lighting improvements, developed non-residential properties typically augment lighting in the surrounding area with their own lighting facilities (i.e. parking lot lights or security lights) and their benefit from local street lighting improvements closely resemble residential developments that provide their own street lighting such as condominium projects or apartments. Therefore, developed non-residential properties are assigned 1.00 EBU per acre for street lighting, but a minimum of 0.25 EBU per parcel (parcels less than
0.25 acres).
Planned Residential Developments — This classification identifies properties that are currently vacant land and not fully subdivided, but have an approved specific-plan, tract map or tentative tract map where the number of proposed residential benefit units associated with the property can be quantified. Typically these properties are actively being developed and will be fully subdivided into the proposed number of residential lots in the near future. It has been determined that the proportional special benefit these parcels receive from landscaping improvements is similar to fully subdivided residential properties and are assigned an EBU that reflects the planned number of benefit units. Because these properties have not been subdivided and local street lighting improvements typically have not been completed, this type of property is assessed as a single residential lot for local street lighting improvements until the property is actually subdivided or lighting facilities are constructed. However, if the property is being balloted for a new or increased assessment the proposed maximum street lighting assessment amount presented to the property owner for approval shall be based on a weighted benefit that reflects the planned number of benefit units.
Planned Non-Residential Developments — This classification identifies properties that are currently vacant land, but have an approved specific-plan, development plan, parcel map or tentative map that clearly defines the proposed subdivision and development of the property where the net-acreage to be developed as non- residential (excluding easements or open space areas) is quantifiable. Typically these properties are actively being developed and the property has been fully subdivided or will be completely subdivided in the near future. It has been determined that the proportionate special benefit this type of property receives from local City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 19
Item No.11B
2. Method of Assessment Apportionment
landscaping improvements is similar to other fully subdivided developed non-residential properties and shall be assigned 3.60 EBU per acre (based on net acreage to be developed), eliminating any acreage identified as streets, open space or easements. On the other hand, because these properties have not been fully developed, they clearly have less benefit from local street lighting than a fully developed property and therefore shall be assessed 1.0 EBU per parcel regardless of the parcel’s acreage. However, for the purposes of balloting, the assessment presented to the property owner for approval shall be based on the parcel’s development at build-out. (Fully developed non- residential property at 1.0 EBU per acre).
Vacant Planned Developments — This classification identifies properties that are currently undeveloped (vacant land) that will be developed in whole or in part, but a specific development plan has not been determined or finalized (A specific-plan, project plan, tract map or tentative tract map has either not been approved or the actual number of residential units and/or nonresidential acres to be developed has not been quantified). Typically, these properties are not being actively developed, but may be part of a larger residential or non-residential development area. To reflect both the development status of these properties and overall development potential (considering possible streets, easements or open space), these properties are assigned 1.26 EBU per acre (gross acreage) for landscape improvements and 1.00 EBU per parcel for local street lighting (if they derive benefit for existing local streetlighting).
Vacant Undefined Development — This classification identifies properties that are currently vacant land and there are no current development plans for the property. This classification includes properties zoned for either residential use or non-residential use and may include either publicly owned (nontaxable) or privately owned properties. Although these properties may be physically located within the boundaries of a benefit zone, it has been determined that these properties receive no measurable special benefit from the existing improvements in their current development status. However, because these properties have been included within a Zone boundary it has also been determined that these properties may have future or potential special benefits from the Zone improvements. Therefore, these properties are subject to an assessment if, and when, their development status and land use classification changes. Although these parcels are not currently assessed, any future assessment resulting from a land use change would not be considered a new or increased assessment and would not require property owner balloting and approval.
Exempt — Exempt from District assessments are the areas of public streets, private streets and other roadways, dedicated public easements, rights-of way including public greenbelts and parkways (typically not assigned an Assessor’s Parcel Number by the County) or any other such parcel including open space areas and channel-ways. Also, exempted from the assessment would be utility rights-of-ways, common areas (such as in condominium complexes), landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that cannot be developed or is a shared possessor interest by other properties that are assessed. These types of properties receive no direct benefit from the improvements and receive no measurable special benefit from the continued operation and maintenance of those improvements.
Parks, open space areas, public schools, golf courses or similar facilities by nature of their development or use substantially enhance the landscaping amenities within the District as well as provide recreational opportunities for the public. These properties add to the special benefits of other properties and any benefit these parcels might receive from either landscaping or lighting improvements are more general than special benefits and are therefore exempted from assessment.
Special Cases — In almost every District where multiple land use classifications are involved, there is usually one or more properties that the standard land use classifications or usual calculation of benefit do not or cannot accurately identify the special benefits the parcel receives from the improvements. These types of situations are considered special cases and the EBU calculated for these properties are based on a combination of the standard land use classifications. For example, a parcel may be part of a planned City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 20
Item No.11B
2. Method of Assessment Apportionment
development, but the parcel includes both planned non-residential and residential development. In this special case, neither the Planned Residential Development nor the Planned Non- Residential Development land use classification alone would be appropriate to calculate special benefits, but applying the appropriate EBU calculation to the respective portions of the overall property development would establish an accurate identification of the parcel’s special benefit. In some cases, a property may actually fit a standard land use classification, but the usual method of calculating the parcel’s special benefits is clearly not appropriate. For example, a parcel may be identified as a Developed Non-Residential property, however, only a small percentage of the parcel’s total acreage is actually developed. In this case, an appropriate calculation of special benefit would be based on the net acreage utilized rather than the gross acreage of the parcel.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 21
Item No.11B
2. Method of Assessment Apportionment
The following are the EBU factors applied to various property types for Landscaping:
Table 2-1
Landscaping Equivalent Benefit Unit Summary
Land Use EBU
1.00 Factor
UnitResidential
Multi-Family Residential 0.75
3.60 1.00
3.60 1.26
0.00 0.00
Unit
Developed Non-Residential (1)
Planned Residential Developments
Planned Non-Residential Developments
Vacant Planned Developments (2)
Vacant Undefined Developments
Exempt (3)
Acre
Unit
Acre
Acre
Parcel
Parcel
(1) Assigned 3.60 EBU per acre, with a minimum of 1.00 EBU per parcel. (2) Annual Assessment is calculated at 1.26 per acre, but for balloting purposes, assessments may be calculated at 3.6 per acre (anticipated build-out). (3) Exempt properties include only properties that cannot be developed, common areas, open space areas, easements or other properties with restricted development or identified as receiving no special benefit from the District improvements.
The following are the EBU factors applied to various property types for Street Lighting:
Table 2-2
Lighting Equivalent Benefit Unit Summary
Land Use
Residential Tract Parcels (Public)
Residential Tract Parcels (Private) (1)
Residential Condominiums (1)
Multi-Family Residential (1)
EBU
1.00 Factor
Unit
0.25 0.25
0.25 0.25
1.00 1.00
1.00 1.00
0.00 0.00
Unit
Unit
Unit
Rural Residential Parcels (2) Unit
Developed Non-Residential (2)(3)
Planned Residential Developments (4)
Planned Non-Residential Developments
Vacant Planned Developments (4)
Vacant Undefined Developments
Exempt (3)
Parcel
Parcel
Parcel
Parcel
Parcel
Parcel
(1) Assessed for streetlights on nearby public streets used to access the property, not "in-tract" (private) lighting facilities). EBU reflects the proportional benefit from District provided street lighting. Mobile Homes and Mobile Home Parks are assigned an assessment, but it is covered by the General Fund per Council policy.
(2) Local street lighting is not applicable to this land use in all areas. Assessed only if the property receives direct benefit from local street lighting in the area. (3) Assigned 1.0 EBU per acre, with a minimum of 0.25 EBU per parcel. (4) Annual assessment is per parcel, but for balloting purposes, assessments may be based on proposed build-out.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 22
Item No.11B
2. Method of Assessment Apportionment
Assessment Adjustment Formula
Most budget items are typically impacted by inflation. In an effort to minimize this impact on the District, a formula for an inflation adjustment was submitted to property owners as part of the property owner balloting process conducted for all District assessments. The formula as described below was originally approved by the District property owners in Fiscal Year 1997-98 and was first applied in Fiscal Year 1998-99 (commencing July 1, 1998) and allows for annual adjustments to the maximum assessment allowed. Subsequent new or increased assessments balloted include this same assessment formula.
District assessments include a formula for increasing assessments each Fiscal Year to offset increases in costs due to inflation. Generally, any new or increased assessments require certain noticing, meeting, and balloting requirements by law. However, Government Code Section 54954.6(o) provides that a “new or increased assessment” does not include “an assessment which 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 of an increased assessment was later confirmed by Senate Bill 919 (the Implementing Legislation for Proposition 218).
The following describes the assessment adjustment formula approved by the City Council and the District property owners:
The maximum assessment amount allowed for each fiscal year may be increased in an amount equal to the greater of: (1) three percent (3.0%), or (2) the percentage increase of the Local Consumer Price Index (CPI).
The Consumer Price Index applied is for the Los Angeles-Long Beach-Anaheim, CA Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year the City shall compute the percentage difference between the CPI on January 1, and the CPI for the previous January 1 or a similar time period. This percentage difference shall then establish the range of increased assessments allowed based on CPI. Based on this Assessment Adjustment Formula, the maximum assessment rates for each Zone for Fiscal Year 2023-24 have been adjusted by 5.77% over the previous fiscal year as the percentage change in CPI was 5.77%. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
In the event that the City Council determines that the maximum inflation adjustment allowed to the assessments is not required for a given fiscal year, the City Council may adopt an assessment less than the allowable maximum assessment for that year. If the budget and assessments for the District or any Zone require an increase greater than the adjustment set forth in the formula, then the proposed increase would be subject to approval by the property owners subject to the increased assessment.
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 23
Item No.11B
3. Cost Estimate
District Budgets
The following tables provide a summary of the Landscape and Lighting budgets for each Zone within the District, as well as General Fund expenditures for non-assessed improvements within the City of Thousand Oaks. More specifically, these tables identify the costs and assessments (rate) applied to each Equivalent Benefit Unit within each Zone that are necessary to cover the costs and expenses of the improvements that provide a special benefit to properties within the Zones.
Table 3-1
Fiscal Year 2023-24 Landscape Zone Cost Estimates
Budget Item Zone 1 Zone 2 Zone 3 Zone 4
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$4,990.36
$2,100.00
$587.78
$0.00
$0.00
$2,834.59
$10,512.73
$3,373.81
$15,911.16
$417.70
$0.00
$0.00
$9,450.67
$29,153.34
$1,779.25
$540.00
$85.34
$0.00
$0.00
$0.00
$2,404.59
$887.01
$1,969.90
$32.74
$0.00
$0.00
$0.00
$2,889.65Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$254.36
$61.13
$567.29
$121.37
$149.42
$2,973.59
$3,244.38
$32,397.72
$49.06
$52.37
$77.07
$454.49
$106.65
$194.39
$755.53
$3,645.18
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$882.78 $178.51
$2,583.10$11,395.52
($276.99)
$0.00
$0.00
$0.00
($276.99)
$11,118.52
$0.00
$21,126.47
$0.00
$0.00
$21,126.47
$53,524.18
$0.00
$15,834.89
$0.00
$0.00
$15,834.89
$18,417.99
$0.00
$15,186.41
$0.00
$0.00
$15,186.41
$18,831.59
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
200
197
97 94
39 38
353
352
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
197.00
$56.42
$11,114.74
$56.44
94.00 38.00 352.00
$53.48
$18,824.96
$147.86
$139.79
$50.58
$569.40
$53,523.60
$569.43
$538.36
$538.34
$484.68
$18,417.84
$569.43
$538.36
$458.24
$53.36
$53.36
City of Thousand Oaks Landscape and Lighting Assessment District No. 79-2 Engineer’s Report for Fiscal Year 2023-24 24
Item No.11B
3. Cost Estimate
Budget Item Zone 5 Zone 6 Zone 7 Zone 8
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$62,851.00
$66,793.87
$8,260.82
$0.00
$45,000.00
$22,954.00
$205,859.69
$1,049.80
$4,300.10
$67.51
$0.00
$0.00
$1,978.56
$7,395.97
$47,832.50
$60,074.19
$5,913.14
$0.00
$0.00
$53,168.44
$166,988.27
$5,572.91
$7,116.00
$634.74
$0.00
$0.00
$0.00
$13,323.65Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$566.94
$697.76
$33.57
$41.33
$324.08
$398.97
$187.22
$132.11
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$10,512.65
$11,777.35
$217,637.04
$581.64
$656.54
$8,052.51
$17,019.47
$17,742.53
$184,730.80
$441.23
$760.56
$14,084.20
$0.00
$32,382.40
$0.00
$0.00
$32,382.40
$250,019.44
$0.00
$6,752.05
$0.00
($41,809.84)
$0.00
$0.00
$29,030.48
$0.00
$0.00
$29,030.48
$43,114.68
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
$0.00
$0.00$0.00
$6,752.05 ($41,809.84)
$14,804.56 $142,920.96
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
432
438
27 26
260
251
147
145
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
439.09 26.00 251.00 145.00
$569.40
$250,016.71
$569.43
$538.36
$538.34
$569.40
$14,804.40
$569.43
$538.36
$538.34
$569.40
$142,919.40
$569.43
$538.36
$538.34
$297.34
$43,114.30
$476.85
$450.83
$281.12
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 25
Item No.11B
3. Cost Estimate
Budget Item Zone 9 Zone 10 Zone 11 Zone 12
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$906.10
$3,198.20
$72.91
$0.00
$0.00
$1,886.65
$6,063.86
$7,766.73
$10,209.90
$917.18
$0.00
$0.00
$8,737.67
$27,631.48
$2,428.63
$35,329.74
$308.97
$0.00
$0.00
$11,014.97
$49,082.31
$525.84
$23,213.30
$31.13
$0.00
$0.00
$6,883.43
$30,653.70Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$74.89
$92.19
$50.36
$61.99
$140.43
$160.54
$141.18
$140.34
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$598.67
$765.75
$6,829.62
$2,548.10
$2,660.45
$30,291.92
$4,012.40
$4,313.37
$53,395.68
$2,989.46
$3,270.97
$33,924.67
$0.00
$26,195.94
$0.00
$0.00
$26,195.94
$33,025.56
($8,085.07)
$0.00
$0.00
$0.00
($8,085.07)
$22,206.86
$0.00
$8,533.06
$0.00
$0.00
$8,533.06
$61,928.73
$0.00
$21,873.88
$0.00
$0.00
$21,873.88
$55,798.55
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
59 58
40 39
36 36
13 7
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
58.00 39.00 108.76 109.34
$569.40
$33,025.20
$569.43
$538.36
$538.34
$569.40
$22,206.60
$569.43
$538.36
$538.34
$569.40
$61,928.06
$569.43
$538.36
$538.34
$510.32
$55,798.26
$1,084.69
$1,025.51
$482.48
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 26
Item No.11B
3. Cost Estimate
Budget Item Zone 13 Zone 14 Zone 15A Zone 15B
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$56,401.46
$80,269.08
$3,558.90
$0.00
$0.00
$53,572.06
$193,801.50
$44,843.22
$30,271.32
$5,337.71
$0.00
$0.00
$11,829.71
$92,281.96
$12,085.33
$36,399.89
$1,136.14
$0.00
$0.00
$24,678.41
$74,299.77
$1,050.90
$3,165.21
$98.79
$0.00
$0.00
$2,066.92
$6,381.82Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$1,967.05
$869.92
$683.03
$502.03
$171.16
$227.30
$158.81
$38.32
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$17,345.70
$20,182.67
$213,984.17
$6,364.12
$7,549.18
$99,831.13
$4,170.61
$4,569.07
$78,868.84
$362.66
$559.79
$6,941.61
$0.00
$53,117.35
$0.00
$0.00
$53,117.35
$267,101.52
$0.00
$65,509.16
$0.00
$0.00
$65,509.16
$165,340.30
$0.00
$2,553.23
$0.00
$0.00
$2,553.23
$81,422.06
$0.00
$60.26
$0.00
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
$0.00
$60.26
$7,001.88
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
1,204
1,202
535
529
156
143
135
123
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
1,523.46
$175.32
$267,093.01
$287.61
529.00 143.00 123.00
$56.92
$7,001.16
$56.94
$53.84
$53.82
$312.54
$165,333.66
$312.59
$295.53
$295.50
$569.38
$81,421.34
$569.43
$538.36
$538.32
$271.92
$165.76
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 27
Item No.11B
3. Cost Estimate
Budget Item Zone 16 Zone 17 Zone 18 Zone 19
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$10,067.15
$19,371.63
$836.63
$0.00
$0.00
$9,844.86
$40,120.27
$13,112.18
$38,735.49
$1,783.75
$0.00
$0.00
$24,439.92
$78,071.34
$10,740.36
$3,241.00
$1,371.16
$0.00
$0.00
$823.95
$16,176.47 $13,443.43
$4,867.72
$5,372.22
$440.48
$0.00
$0.00
$2,763.01
Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$111.04
$120.15
$260.82
$321.09
$87.80
$63.56
$16.79
$20.66
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$9,301.99
$9,533.18
$49,653.44
$8,690.58
$9,272.48
$87,343.82
$1,012.26
$1,163.62
$17,340.09 $14,514.52
$1,033.64
$1,071.09
($7,322.98)
$0.00
$0.00
$0.00
($7,322.98)
$42,330.47
$0.00
$27,676.23
$0.00
$0.00
$27,676.23
$115,020.06
$0.00 ($7,112.24)
$3,525.09
$0.00
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
$0.00
$0.00
$0.00$0.00
$3,525.09 ($7,112.24)
$20,865.18 $7,402.28
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
91 86
205
202
73 68
15 13
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
86.00 202.00 68.00 13.00
$492.20
$42,329.20
$492.28
$465.42
$465.36
$569.40
$115,018.80
$569.43
$538.36
$538.34
$306.84
$20,865.12
$569.43
$538.36
$290.10
$569.40
$7,402.20
$569.43
$538.36
$538.34
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 28
Item No.11B
3. Cost Estimate
Budget Item Zone 20 Zone 21 Zone 22 Zone 23
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$4,741.24
$12,333.00
$491.17
$0.00
$0.00
$3,544.04
$21,109.45
$23,389.31
$24,644.44
$2,281.04
$0.00
$0.00
$13,398.00
$63,712.79
$23,154.11
$22,124.39
$2,273.97
$0.00
$0.00
$19,252.86
$66,805.33
$2,309.68
$1,395.86
$133.68
$0.00
$0.00
$4,046.21
$7,885.43Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$166.56
$158.79
$591.31
$460.28
$474.32
$279.56
$116.21
$85.37
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$2,315.66
$2,641.01
$23,750.46
$4,849.06
$5,900.65
$69,613.44
$5,503.01
$6,256.89
$73,062.22
$1,103.69
$1,305.27
$9,190.69
$0.00
$31,151.98
$0.00
$0.00
$31,151.98
$54,902.44
$0.00
$100,204.24
$0.00
$0.00
$100,204.24
$169,817.68
$0.00
$14,222.81
$0.00
$0.00
$14,222.81
$87,285.03
$0.00
$18,923.80
$0.00
$0.00
$18,923.80
$28,114.50
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
134
129
229
217
369
365
92 90
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
129.00 457.96 367.36 90.00
$425.60
$54,902.40
$555.34
$525.05
$402.38
$370.80
$169,812.61
$476.25
$450.27
$350.58
$237.60
$87,283.79
$280.20
$264.91
$224.64
$312.38
$28,114.20
$312.40
$295.36
$295.34
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 29
Item No.11B
3. Cost Estimate
Budget Item Zone 24 Zone 25A Zone 25B Zone 26
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$26,228.39
$59,140.08
$2,388.78
$0.00
$45,000.00
$49,416.92
$182,174.17
$68,343.19
$209,388.77
$6,898.23
$0.00
$51,150.00
$98,745.71
$434,525.90
$5,144.11
$15,760.44
$519.22
$0.00
$3,850.00
$249.70
$43,784.24
$61,748.18
$4,933.83
$0.00
$0.00
$42,561.87
$153,028.12Subtotal Direct Costs $25,523.47
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$508.72
$437.76
$1,900.60
$1,700.33
$377.02
$159.24
$132.99
$163.72
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$16,830.50
$17,776.98
$199,951.16
$36,871.50
$40,472.44
$474,998.33
$2,775.27
$3,311.53
$28,835.00
$16,924.27
$17,220.98
$170,249.10
($51,201.15)
$0.00
$0.00
$0.00
($51,201.15)
$148,750.01
$0.00
$106,738.73
$0.00
$0.00
$106,738.73
$581,737.06
$0.00 ($111,600.26)
$15,163.85Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
$0.00
$0.00
$0.00
$0.00
$0.00
$15,163.85 ($111,600.26)
$43,998.85 $58,648.84
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
430
394
1,516
1,472
313
292
125
103
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
394.00 1,472.00
$395.20
$581,734.40
$395.20
292.00 103.00
$377.52
$148,742.88
$377.55
$356.95
$356.94
$150.68
$43,998.56
$158.08
$149.46
$142.46
$569.40
$58,648.20
$569.43
$538.36
$538.34
$373.64
$373.64
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 30
Item No.11B
3. Cost Estimate
Budget Item Zone 27 Zone 28 Zone 29 Zone 30
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$0.00
$741.00
$0.00
$0.00
$0.00
$1,026.58
$1,767.58
$277,764.97
$142,219.22
$35,124.34
$0.00
$65,000.00
$130,739.35
$650,847.88
$2,331.91
$25,041.00
$273.86
$0.00
$0.00
$10,016.56
$37,663.33
$288,263.24
$226,627.21
$30,744.09
$0.00
$45,000.00
$179,301.83
$769,936.37Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$14.20
$17.48
$5,253.88
$2,570.38
$300.36
$212.88
$5,681.02
$3,049.38
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$266.95
$298.64
$2,066.22
$39,746.63
$47,570.89
$698,418.77
$4,945.08
$5,458.33
$43,121.66
$68,495.20
$77,225.61
$847,161.98
$0.00
$4,197.25
$0.00
$0.00
$4,197.25
$6,263.47
$0.00
$95,459.64
$0.00
$0.00
$95,459.64
$793,878.41
$0.00
$40,408.77
$0.00
$0.00
$40,408.77
$83,530.43
$0.00
$136,280.33
$0.00
$0.00
$136,280.33
$983,442.31
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
11 11
3517
3483
32 27
3,674
3,520
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
11.00 4,072.08
$194.94
$793,810.67
$194.98
$184.34
$184.32
232.63 4,399.90
$223.50
$983,377.47
$223.57
$569.40
$6,263.40
$569.43
$538.36
$538.34
$359.06
$83,527.98
$398.73
$376.97
$339.48
$211.38
$211.32
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 31
Item No.11B
3. Cost Estimate
Budget Item Zone 31 Zone 32A Zone 32B Zone 33
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$14,773.23
$68,864.32
$1,267.53
$0.00
$0.00
$30,516.14
$115,421.22
$138,659.09
$116,736.37
$17,096.82
$0.00
$44,550.00
$79,073.96
$396,116.24
$32,524.97
$27,382.60
$4,010.37
$0.00
$10,450.00
$17,885.45
$92,253.39
$7,266.47
$10,769.65
$236.27
$0.00
$0.00
$10,900.93
$29,173.32Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$2,262.13
$748.94
$2,384.01
$1,594.76
$641.71
$371.06
$107.17
$96.82
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$12,951.15
$15,962.22
$131,383.44
$12,482.57
$16,461.34
$412,577.58
$2,928.01
$3,940.78
$96,194.17
$2,753.42
$2,957.41
$32,130.72
$0.00
$83,873.06
$0.00
$0.00
$83,873.06
$215,256.49
$0.00
$109,824.88
$0.00
$0.00
$109,824.88
$522,402.46
$0.00
$18,803.72
$0.00
$0.00
$18,803.72
$114,997.89
$0.00
$1,050.28
$0.00
$0.00
$1,050.28
$33,181.00
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
1,279
1,251
1,763
1,722
509
497
87 83
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
1,752.00
$122.86
$215,250.72
$122.88
1,845.39
$283.08
$522,393.57
$345.28
497.00 83.00
$231.38
$114,995.86
$253.19
$239.37
$218.76
$399.76
$33,180.08
$399.79
$377.98
$377.96
$116.18
$116.16
$326.44
$267.64
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 32
Item No.11B
3. Cost Estimate
Budget Item Zone 34 Zone 35 Zone 36 Zone 37A
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$26,516.77
$2,640.53
$3,796.66
$0.00
$0.00
$6,568.33
$39,522.29
$16,730.81
$6,283.95
$1,104.90
$0.00
$0.00
$2,325.53
$26,445.19
$8,419.92
$1,290.00
$1,058.93
$0.00
$0.00
$1,066.95
$11,835.80
$1,192.79
$2,905.14
$15.24
$0.00
$0.00
$263.31
$4,376.48Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$51.65
$60.57
$6,242.60
$348.87
$380.77
$50.19
$51.07
$7.84
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$1,680.08
$1,792.30
$41,314.59
$1,533.24
$8,124.71
$34,569.90
$275.80
$706.76
$12,542.56
$340.23
$399.14
$4,775.62
($19,744.03)
$0.00
$0.00
$0.00
($19,744.03)
$21,570.56
$0.00
$48,003.79
$0.00
$0.00
$48,003.79
$82,573.69
$0.00 ($1,904.80)
$6,291.30Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
$0.00
$0.00
$0.00
$0.00
$0.00
$6,291.30 ($1,904.80)
$18,833.86 $2,870.82
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
40 40
934
843
16 19
4 4
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
40.00 962.38
$85.80
$82,572.51
$98.93
303.45
$62.06
$18,831.96
$98.93
$93.53
$58.68
39.56 $539.26
$21,570.40
$569.43
$538.36
$490.24
$72.56
$2,870.11
$118.21
$111.76
$65.98
$93.53
$81.12
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 33
Item No.11B
3. Cost Estimate
Budget Item Zone 37B Zone 38 Zone 39
DIRECT COSTS
Labor and Fringe Benefits $62.78 $550.85 $0.00
Contracted Services $0.00
$0.00
$0.00
$1,125.00
$35.25
$0.00
$0.00
$0.00
$1,711.10
$852.00
$0.00MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$0.00
$0.00
$0.00
$0.00
$566.83
$629.61Subtotal Direct Costs $852.00
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$55.52
$38.25
$0.00
$93.77
$723.38
$19.37
$9.77
$129.88
$159.01
$1,870.11
$3.87
$2.06
$89.28
$95.21
$947.21
City Cost Allocation/Overhead
Subtotal Administration Costs
Total Direct and Admin Costs
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy $0.00
$11,691.23
$0.00
$0.00
$11,691.23
$12,414.61
$0.00
$1,026.31
$0.00
$0.00
$1,026.31
$2,896.43
($325.66)
$0.00
$0.00
$0.00
($325.66)
$621.55
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credit) Applied to Levy
Balance to Levy
DISTRICT STATISTICS
Total Number of Parcels
Total Parcels Assessed
43 43
14 15
3 3
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Total Estimated Revenue
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate per EBU - FY 2022-23
43.00 15.00 3.00
$288.70
$12,414.10
$568.66
$537.64
$272.96
$193.08
$2,896.20
$193.11
$182.57
$182.56
$207.18
$621.54
$207.22
$195.92
$195.88
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 34
Item No.11B
3. Cost Estimate
Table 3-2
Fiscal Year 2023-24 Landscape Zone Summary
Non District
Landscaping
Citywide
LandscapingDistrict Total District Total
DIRECT COSTS
Labor and Fringe Benefits
Contracted Services
$1,305,284 $2,241,505 $3,546,789
$1,487,595
$146,578
$0
$1,047,281
$0
$2,534,876
$146,578
$0
MSC/PW Supplies/Equipment
Maintenance/Capital Projects
Other Operating Expenses (Major Task Orders)
Water & Electricity
$0
$310,000
$950,395
$4,199,852
$510,565
$499,358
$4,298,709
$820,565
$1,449,752
$8,498,561Subtotal Direct Costs
ADMINISTRATION COSTS
Consultant/Management Fee
County Administration Fee
$33,572
$16,882
$0 $33,572
$16,882$0
$0City Cost Allocation/Overhead
Subtotal Administration Costs
TOTAL DIRECT AND ADMINISTRATION COSTS
COLLECTION/(CREDITS) APPLIED TO LEVY
City Subsidy
$326,588
$377,042
$4,576,894
$326,588
$377,042
$8,875,603
$0
$4,298,709
($249,383)
$1,172,673
$0
$0
$0
$0
$0
$0
($249,383)
$1,172,673
$0
Capital Improvement Collection / (Transfer)
Reserve Fund Credit / Adjustment
Interest / Other Reimbursements
Subtotal Collection/(Credits) Applied to Levy
BALANCE TO LEVY
$0 $0
$923,290
$5,500,184
$923,290
DIRECT STATISTICS
Total Number of Parcels 19,251
18,670Total Parcels Assessed
Total Equivalent Benefit Units (EBU)
Total Estimated Revenue
22,149.35
$5,499,972.15
City of Thousand Oaks Landscape and Lighting Assessment District No. 79‐2 Engineer’s Report for Fiscal Year 2023‐24 35
Item No.11B
3. Cost Estimate
Table 3-3
Fiscal Year 2023-24 Lighting Zone Cost Estimates
District Total Zone A Zone B Zone C Zone D Zone E Zone F
DIRECT COSTS
Labor and Fringe Benefits $35,291.10
$232,162.14
$0.00
$9,265.11
$60,953.22
$0.00
$12,149.94
$79,924.63
$0.00
$11,767.87
$77,413.91
$0.00
$24,374.92
$160,353.00
$0.00
$48,669.11
$320,163.61
$0.00
Street Light / Safety Lighting Electricity
Traffic Signal Maintenance
Subtotal Direct Costs $267,453.24 $70,218.33 $92,074.57 $89,181.78 $184,727.93 $368,832.72
ADMINISTRATION COSTS
City Cost Allocation $4,388.08
$795.24
$1,151.88
$208.74
$1,510.07
$273.76
$1,463.45
$265.14
$3,030.38
$549.39
$6,050.52
$1,096.73Consultant Fees
County Administration Fees
Subtotal Administration Costs
TOTAL DIRECT AND ADMINISTRATION COSTS
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$33,345.52
$38,528.83
$305,982.08
$8,754.55
$10,115.17
$80,333.50
$11,479.05
$13,262.88
$105,337.45
$11,118.58
$12,847.18
$102,028.96
$23,032.00
$26,611.78
$211,339.70
$45,985.55
$53,132.80
$421,965.52
($168,124.31)
$0.00
($44,148.28)
$0.00
($58,686.85)
$0.00
($59,008.33)
$0.00
($115,815.68)
$0.00
($242,327.32)
$0.00Supplemental Signal
Interest Income $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Other Revenues $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Subtotal Collection/(Credit) Applied to Levy
BALANCE TO LEVY
($168,124.31)
$137,857.77
($44,148.28)
$36,185.22
($58,686.85)
$46,650.60
($59,008.33)
$43,020.63
($115,815.68)
$95,524.02
($242,327.32)
$179,638.20
DIRECT STATISTICS
Total Number of Parcels
Total Parcels Assessed
8,407
8,071
2,821
2,821
3,482
3,483
3,600
3,521
7,079
7,011
11,123
11,107
9,415.00
$19.08
$19.09
$18.05
$18.04
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate - FY 2022-23
7,225.25
$19.08
$19.09
$18.05
$18.04
1,896.50
$19.08
$19.09
$18.05
$18.04
2,445.00
$19.08
$19.09
$18.05
$18.04
2,254.75
$19.08
$19.09
$18.05
$18.04
5,006.50
$19.08
$19.09
$18.05
$18.04
City of Thousand Oaks Landscape and Lighting Assessment District No. 79-2 Engineer’s Report for Fiscal Year 2023-24 36
Item No.11B
3. Cost Estimate
Table 3-4
Fiscal Year 2023-24 Lighting Zone Summary
Special Benefit
(All Zones)
Non District
Lighting
Citywide
LightingDistrict Total
DIRECT COSTS
Labor and Fringe Benefits $141,518
$930,971
$0
$76,202
$501,292
$469,175
$217,720
$1,432,263
$469,175
Street Light / Safety Lighting Electricity
Traffic Signal Maintenance
Subtotal Direct Costs $1,072,489 $1,046,669 $2,119,158
ADMINISTRATION COSTS
City Cost Allocation $17,594
$3,189
$133,715
$154,499
$1,226,987
$0
$0
$0
$17,594
$3,189
$133,715
$154,499
$2,273,656
Consultant Fees
County Administration Fees
Subtotal Administration Costs
TOTAL DIRECT AND ADMINISTRATION COSTS
COLLECTION/(CREDIT) APPLIED TO LEVY
City Subsidy
$0
$1,046,669
($688,111)
$0
($1,046,669) ($1,734,780)
Supplemental Signal
Interest Income
$0
$0
$0
$0$0
Other Revenues
Subtotal Collection/(Credit) Applied to Levy
BALANCE TO LEVY
$0 $0
($1,046,669)
$0
$0
($688,111)
$538,876
($1,734,780)
$538,876
DIRECT STATISTICS
Total Number of Parcels
Total Parcels Assessed
36,512
36,014
Total Equivalent Benefit Units (EBU)
Proposed Levy per EBU
28,243.00
Maximum Rate per EBU - FY 2023-24
Prior Year Maximum Rate per EBU - FY 2022-23
Prior Year Applied Rate - FY 2022-23
City of Thousand Oaks Landscape and Lighting Assessment District No. 79-2 Engineer’s Report for Fiscal Year 2023-24 37
Item No.11B
APPENDIX A
Assessment Diagram
Item No.11B
CITY OF THOUSAND OAKSLEGEND £ ¤
101City Boundary Landscaping
Zone 4
Lighting 79-2 Zones
Zone A D
Landscapong
Zone 9 Landscaoing
Zone 35Landscaping
Zone 1
Landscaping
Zone 8 Landscaping
Zone 34
Landscaping
Zone 37A Lighting
Zone E
RN
Landscaping
Zone 39Landscaping
Zone 37B
Landscaping
Zone 33Landscaping
Zone 5Landscaping
Zone 32
Landscaoing
Zone 35
Landscaping
Zone 7Landscaping
Zone 2
Landscaping
Zone 10Landscaping
Zone 6
Landscaping
Zone 3
Landscaping 79-2 Zones Zone 4
Zone 5
Zone 6
Zone 7
Zone 8
Zone 9
Zone 10
Zone 32
Zone 33 Zone 37B
Zone 39Zone 1
Zone 2
Zone 3
Zone 34
Zone 35
Zone 37A
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES I
Lighting Zone A
0 2,000 4,000 6,000
Feet
Item No.11B
CITY OF THOUSAND OAKS
· | þ }
23 L
Landscaping
Zone 16
£ ¤
101Landscaping
Zone 21Lighting
Zone B
DR
LEGEND
City Boundary
Lighting 79-2 Zones
Zone B
Landscaping 79-2 Zones
Zone 16
Zone 21
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES I
Lighting Zone B
0 2,000 4,000 6,000
Feet
Item No.11B
CITY OF THOUSAND OAKS
DR
£ ¤
101Landscaping
Zone 28
Lighting
Zone C
O RD
· | þ }
23 LEGEND
City Boundary
Lighting 79-2 Zones
Zone C
Landscaping 79-2 Zones
Zone 28
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES I
Lighting Zone C
0 2,000 4,000 6,000
Feet
Item No.11B
CITY OF THOUSAND OAKS
Landscaping
Zone 20
Lighting
Zone D
Landscaping
Zone 29
£ ¤
101
LEGEND
City Boundary
Lighting 79-2 Zones
Zone D
· | þ }
23 Landscaping 79-2 Zones
Zone 29
Zone 30
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES
I
Lighting Zone D
0 2,000 4,000 6,000
Feet
Item No.11B
CITY OF THOUSAND OAKS
Landscaping
Zone 25B
L
Landscaping
Zone 25A
Landscaping
Zone 31· | þ }
23 Lighting
Zone E
Landscaping
Zone 26
Landscaping
Zone 27Landscaping
Zone 35
T
LEGEND
City Boundary Zone 25B
Zone 26
27 £ ¤
101
Lighting 79-2 Zones
Zone E
Landscaping 79-2 Zones
Zone 25A
Zone 31
Zone 35
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES
I Lighting Zone E
0 2,000 4,000 6,000
Feet
Item No.11B
CITY OF THOUSAND OAKS
Landscaping
Zone 35
Landscaping
Zone 24
Landscaping
Zone 14 Landscaping 79-2 Zones
Zone 11
Landscaping
Zone 15B Zone 12Landscaping
Zone 22Landscaping
Zone 15A
Zone 13
Lighting
Zone F
Landscaping
Zone 12 Zone 14
Landscaping
Zone 17
Zone 15A
Zone 15B
Zone 17
Landscaping
Zone 18
Landscaping
Zone 23
Landscaping
Zone 36 Zone 18
Landscaping
Zone 19 Landscaping
Zone 38 Zone 19
Landscaping
Zone 13 Zone 20
Landscaping
Zone 20
Zone 22
Landscaping
Zone 11 Zone 23
Zone 24
LEGEND
Zone 31
· | þ }
23City Boundary
Lighting 79-2 Zones
Zone F
Zone 35S R
Zone 36
Zone 38
Sources: City of Thousand Oaks,
2019; Ventura Co. GIS, 2018. LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2 ZONES I
Lighting Zone F
0 3,000 6,000 9,000
Feet
Item No.11B
APPENDIX B
Assessment Roll (Under Separate Cover)
Item No.11B
3788 McCray St.
Riverside, CA 92506
951.200.8600
www.webbmfinance.com
Item No.11B
ATTACHMENT #2
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF THOUSAND OAKS APPROVING THE
ENGINEER’S REPORT FOR LANDSCAPE AND
LIGHTING ASSESSMENT DISTRICT NO. 79-2, AND
ANNUAL LEVY OF ASSESSMENTS RELATED
THERETO COMMENCING IN FISCAL YEAR 2023-
24 WHEREAS, the City of Thousand Oaks has previously formed the Thousand Oaks Landscape and Lighting Assessment District No. 79-2 (hereinafter referred to as the “District”), and levied annual special benefit assessments pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, beginning with Section 22500 (hereinafter referred to as the “Act”), and in accordance with the provisions of California Constitution Article XIIID; and WHEREAS, the City Council ordered the preparation of an Engineer’s Annual Levy Report (hereafter referred to as the “Engineer’s Report”) regarding the levy of assessments for Fiscal Year 2023-24, pursuant to Chapter 3, Section 22622 of the Act and in accordance with the provisions of the California Constitution Article XIIID; and
WHEREAS, the Act provides for the levy and collection of assessments by the County of Ventura for the City of Thousand Oaks to pay for the maintenance, operation and services of the improvements and facilities within the District; and WHEREAS, the City Council approved the agreement with the Ventura County Auditor-Controller requesting the service of placement of the Landscape and Lighting Assessment District direct assessments on the Secured Tax Rolls and distribution of Collections to the City of Thousand Oaks; and WHEREAS, there has now been presented to the City Council the Final Engineer’s Report in connection with the proposed levy of assessments for Fiscal Year 2023-24 in accordance with Chapter 1, Article 4 (commencing with Section 22565) of the Act; and
WHEREAS, the City Council has carefully examined and reviewed the Engineer’s Report as presented, has considered the public testimony, and is satisfied that the assessments have been spread in accordance with the benefits received from the improvements, operation, maintenance, and services to be performed within the District and each Benefit Zone therein.
Item No.11B
3 2
0 6
3 2
0 6
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
THOUSAND OAKS DOES HEREBY RESOLVE AS FOLLOWS:
Section 1 The preceding recitals are true and correct.
Section 2 Based on testimony given, and the documents and discussion presented, the City Council has directed and confirmed any necessary modifications or amendments to the Engineer’s Report previously presented and filed, and said modifications or amendments so reflected by the minutes of this meeting shall by reference be incorporated into the Engineer’s Report.
Section 3 The Engineer’s Report, as presented or amended, consists of the following:
a. Plans and specifications that describe the District, the Zones therein, and the proposed improvements related thereto. b. Method of Apportionment that outlines the special benefit conferred on properties within the District from the
improvements; and the calculations used to establish each parcel’s proportional assessment.
c. The Budget that outlines the costs and expenses to service and maintain the improvements for the fiscal year including incidental expenses authorized by the Act, establishing the proposed assessment rates for Fiscal Year 2023-24.
d. Identification of the maximum assessment rates including a description of the assessment range formula associated with these assessment rates.
Section 4 The City Council hereby approves the Final Engineer’s Report and the assessments contained therein as presented or amended, and the assessments so described comply with the provisions of the California Constitution Article XIIID.
Section 5 The Final Engineer’s Report as presented or amended is hereby ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation and approval of the Engineer’s Report.
Item No.11B
3 2
0 6
3 2
0 6
Section 6 This Resolution shall become effective immediately upon its adoption.
Section 7 The City Clerk shall certify the adoption of this Resolution.
PASSED AND ADOPTED this 6 th day of June, 2023, by the following vote:
Ayes:
Noes:
Absent:
____________________________
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST/CERTIFY:
_______________________________
Laura B. Maguire, City Clerk
Date Attested: ___________________
APPROVED AS TO FORM:
Office of the City Attorney
_______________________________
Tracy Friedl, Assistant City Attorney
APPROVED AS TO ADMINISTRATION:
_______________________________
Andrew P. Powers, City Manager
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the City of Thousand Oaks City Council on the date cited above.
DPW: 830-40\jlt\ev\Council\ 2023\060623\ LLAD 79-2 Levying of Annual Assessments.docx Item No.11B
ATTACHMENT #3
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF THOUSAND OAKS ORDERING THE LEVY
AND COLLECTION OF ASSESSMENTS FOR
THOUSAND OAKS LANDSCAPE AND LIGHTING
ASSESSMENT DISTRICT NO. 79-2 FOR FISCAL
YEAR 2023-24
WHEREAS, the City of Thousand Oaks has previously formed the Thousand Oaks Landscape and Lighting Assessment District No. 79-2 (hereinafter referred to as the “District”), and levied annual special benefit assessments pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, beginning with Section 22500 (hereinafter referred to as the “Act”), and in accordance with the provisions of California Constitution Article XIIID; and WHEREAS, the City Council has, by previous Resolution approved the Engineer’s Annual Levy Report (hereafter referred to as the “Engineer’s Report”) for the District for Fiscal Year 2023-24, and said Engineer’s Report sufficiently describes the improvements and the assessments related thereto commencing with Fiscal Year 2023-24; and
WHEREAS, the levy and collection of assessments so described in the Engineer’s Report shall be collected by the County of Ventura Auditor-Controller for the City of Thousand Oaks pursuant to the Agreement for Billing of Direct Assessments as approved by City Council on June 6, 2023; and WHEREAS, the City Council and City Attorney have determined that the assessments comply with applicable provisions of the California State Constitution Section XIIID; and
WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2023 and ending June 30, 2024, to pay the costs of maintenance, operation, and services of the improvements and facilities within the District related thereto located within public places in the City.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
THOUSAND OAKS DOES HEREBY RESOLVE AS FOLLOWS:
Section 1 The preceding recitals are true and correct.
Item No.11B
3 2
0 7
3 2
0 7
Section 2 Based on public testimony, the facts presented, and its review of the Engineer’s Report and any amendments, as applicable, a copy of which has been presented to the City Council and has been filed with the City Clerk, the City Council hereby finds and determines that:
a. The land within the District receives special benefit from the operation, maintenance and servicing of landscape and
lighting improvements and appurtenances, located in public places within the boundaries of the District; and,
b. The net amount to be assessed upon the lands within the District is apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the estimated special benefits to be received by each parcel from the improvements and services and said apportionment of fees was approved by the property owners as defined in the Engineer’s Report.
Section 3 The Engineer’s Report and assessments as presented to the City Council and on file in the Office of the City Clerk are hereby confirmed as filed or as amended by City Council action, and so noted by the minutes of this meeting.
Section 4 The maintenance, operation, and servicing of the improvements and appurtenant facilities shall be performed pursuant to the Act.
The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as follows: the maintenance and operation of and the furnishing of services, materials, and improvements for public landscaping and lighting facilities, including, but not limited to plants, shrubs, grass, trees and other ornamental vegetation, irrigation systems, drainage systems, fencing, sidewalks, trails and other ornamental structures and facilities, street lights, pedestrian lights, traffic signals and safety lights, and other appurtenant facilities within the public right- of-way.
Section 5 The County Auditor of the County of Ventura shall enter on the County Assessment Roll opposite each eligible parcel of land the amount of levy so apportioned by the formula and method outlined in the Engineer’s Report, and such levies shall be collected at the same time and in the same manner as the County taxes are collected, pursuant to Chapter 4, Article 2, Section 22646 of the Act. After collection by the County, the net amount of the levy shall be paid to the City Treasurer.
Item No.11B
3 2
0 7
3 2
0 7
Section 6 The City Treasurer shall deposit the money representing assessments collected by the County for the District to the credit of a fund designated as the Improvement Fund for the Thousand Oaks Landscape and Lighting Assessment District No. 79-2; and such money shall be expended for the maintenance, operation, improvement, and servicing of the landscaping, lighting and appurtenant facilities as described in Section 5 including the administrative and incidental expenses.
Section 7 The City Clerk is hereby directed to enter this Resolution on the minutes of the City Council meeting which shall constitute the official declaration of levy for Thousand Oaks Landscape and Lighting Assessment District No. 79-2 as outlined in the Engineer’s Report.
Section 8 The adoption of this Resolution constitutes the District levy for the Fiscal Year commencing July 1, 2023 and ending June 30, 2024.
Section 9 The City Clerk, or their designee, is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution, pursuant to Chapter 4, Article 1, Section 22641 of the Act.
Section 10 This Resolution shall become effective immediately upon its adoption.
Section 11 The City Clerk shall certify the adoption of this Resolution.
PASSED AND ADOPTED 6th day of June, 2023, by the following vote:
Ayes:
Noes:
Absent:
_______________________________
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST/CERTIFY:
_______________________________
Laura B. Maguire, City Clerk
Item No.11B
3 2
0 7
3 2
0 7
Date Attested: ___________________
Item No.11B
3 2
0 7
3 2
0 7
APPROVED AS TO FORM:
Office of the City Attorney
_______________________________
Tracy Friedl, Assistant City Attorney
APPROVED AS TO ADMINISTRATION:
_______________________________
Andrew P. Powers, City Manager
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the City of Thousand Oaks City Council on the date cited above.
DPW: 830-40\jlt\ev\Council\ 2023\060623\ LLAD 79-2 Levying and Collection of Annual Assessments.docx Item No.11B
AnnexationEngineer’sReport
FiscalYear2023Ͳ24
CityofThousandOaks
LandscapeandLightingAssessmentDistrictNo.79Ͳ2
PreparedFor
June2023
ATTACHMENT #4
DPW: 830-40\jlt\etm\Council\2023\060623\LLAD 79-2 Levying of Annual Assessments Item No.11B
TableofContents
Sections
Sectioni. Engineer’sStatement_________________________________________________i Section1. PlansandSpecifications______________________________________________1 Section2. MethodofAssessmentApportionment__________________________________7 Section3. CostEstimates_____________________________________________________15
Tables
Table2Ͳ1. LandscapingEquivalentBenefitUnitSummary___________________________13 Table2Ͳ2. LightingEquivalentBenefitUnitSummary ______________________________13 Table3Ͳ1. FiscalYear2023Ͳ24AnnexationTerritoryZoneELightingCostEstimates______15 Table3Ͳ2. FiscalYear2023Ͳ24AnnexationTerritoryZoneFLightingCostEstimates______16
Appendices
AppendixA. AssessmentDiagram_______________________________________________ AͲ1 AppendixB. AssessmentRoll __________________________________________________ BͲ1
Item No.11B
i. Engineer’sStatement
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2Annexation Engineer’sReportforFiscalYear2023Ͳ24 i
AGENCY: CITYOFTHOUSANDOAKS
PROJECT: LANDSCAPEANDLIGHTINGASSESSMENTDISTRICTNO.79Ͳ2ANNEXATION TO: CITYCOUNCIL
CITYOFTHOUSANDOAKS
STATEOFCALIFORNIA
SECTION1 PLANSANDSPECIFICATIONSoftheimprovementstobemaintainedand/orimprovedfortheFiscal Year. The plans and specifications show and describe the existing improvements and are sufficient in showing and describing the general nature, location and extent of the improvements.
SECTION2 The METHOD OF ASSESSMENT APPORTIONMENT calculates the receipt of special benefit and the general benefit derived from the installation and maintenance and servicing of the respective improvements located throughout the Annexation Territory, and the methodology used to apportionthetotalassessmenttothepropertieswithintheannexation.
SECTION3 A COST ESTIMATE of the improvements to be maintained and/or improved for the mentioned FiscalYear.
SECTION4 An ASSESSMENT DIAGRAM of the Annexation Territory. Said Diagrams shall show the exterior boundaries of the District and the boundaries of the Annexation Territory within the District. Reference is made to the County Assessor's Maps for a detailed description of the lines and dimensionsofanylotsorparcels.Thelinesanddimensionsofeachlotshallconformtothose shownontheCountyAssessor'sMapsfortheFiscalYeartowhichtheReportapplies.
SECTION5 An ASSESSMENT ROLL showing the proportionate amount of the assessment to be charged in proportiontothebenefitstobereceivedbyeachlotorparcelwithintheboundariesasshown onthebelowͲreferencedDiagram.
Item No.11B
i. Engineer’sStatement
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2Annexation Engineer’sReportforFiscalYear2023Ͳ24 ii
WHEREAS,onMay24,2023,theCityCouncil,undertheAct,adopteditsResolutionInitiatingProceedingsfor theAnnexationofTerritoryintotheDistrictandtheAnnualLevyofAssessmentsandOrderingthePreparation ofanAnnexationEngineer’sReportforLLADNo.79Ͳ2;
WHEREAS, the Resolution of Initiation directed Webb Municipal Finance, LLC, to prepare and file a report presentingplansandspecificationsdescribingthegeneralnature,location,andextentofimprovementstobe maintained;anestimateofthecostsofthemaintenance,operations,andservicingoftheimprovementsforthe AnnexationTerritorywithinLLADNo.79Ͳ2forthereferencedFiscalYear;adiagramforLLADNo.79Ͳ2showing the area and properties to be annexed and assessed; and an assessment of the estimated costs of the maintenance,operations,andservicingoftheimprovements,assessingthenetamountuponallassessablelots and/or parcels within the Annexation Territory within LLAD No. 79Ͳ2 in proportion to the special benefit received;
NOW THEREFORE, the assessments are made to cover the portion of the estimated costs of maintenance, operationandservicingofsaidimprovementstobepaidbytheassessablerealpropertywithintheAnnexation Territoryinproportiontothespecialbenefitreceived.
Item No.11B
i. Engineer’sStatement
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2Annexation Engineer’sReportforFiscalYear2023Ͳ24 iii
I,MatthewE.Webb,aProfessionalCivilEngineer(employedatAlbertA.WebbAssociatesandretainedthrough an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf of the City of ThousandOaks,pursuanttotheActdoherebyassessandapportionthetotalamountofthecostsandexpenses upontheparcelsoflandwithintheAnnexationTerritoryintoLandscapeandLightingAssessmentDistrictNo.79Ͳ 2 liable therefore and benefited thereby, in proportion to the estimated benefits that each parcel receives, respectively,fromsaidmaintenance,worksofimprovement,andappurtenances.
Executedthis dayof 2023.
Finalapproval,confirmationandlevyoftheannualassessmentandallmattersintheEngineer'sReportwere madeonthe dayof 2023,byadoptionofResolutionNo. ByCityCouncil.
CITYCLERK
CITYOFTHOUSANDOAKS
STATEOFCALIFORNIA
AcopyoftheAssessmentRollandEngineer'sReportwerefiledintheCityClerk’sOfficeonthe dayof ,2023.
CITYCLERK
CITYOFTHOUSANDOAKS
STATEOFCALIFORNIA
ALBERTA.WEBBASSOCIATES
MATTHEWE.WEBB
PROFESSIONALCIVILENGINEERNO.37385
ENGINEEROFWORK
ONBEHALFOFTHECITYOFTHOUSANDOAKS,
STATEOFCALIFORNIA
Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 1
Introduction
The City of Thousand Oaks (“City”) annually levies and collects special assessments on parcels within the Landscape and Lighting Assessment District No. 79Ͳ2 (“District”) in order to continue the maintenance of landscape and lighting improvements within the District. The District was formed in 1979 and is levied annually,pursuanttothe LandscapeandLightingActof1972,Part2ofDivision15oftheCaliforniaStreets andHighwaysCode(the“1972Act”)andtheprovisionsoftheCaliforniaConstitutionArticleXIIID,addedby Proposition218.
TheAnnexationEngineer’sReport(“Report”)describestheDistrict,anychangestotheDistrictincludingany territories to be annexed, modifications to the improvements or zones, and the proposed assessments for FiscalYear2023Ͳ24.Themaintenance,operationandservicingoftheimprovementsassociatedwithinspecific areasoftheDistrictthatprovideaspecialbenefittothepropertiesinthatareaareidentifiedasZones.The costsoftheimprovementsandservicesareidentifiedandbudgetedseparatelyforeachZone,andeachparcel withinaZoneisassessedproportionatelyforonlythoseimprovementsandservicesthatareaspecialbenefit tothepropertieswithintheZone.ThebudgetsandannualassessmentsarebasedontheCity’sestimatedcost tomaintaintheimprovementsthatprovidespecialbenefitstopropertieswithintheDistrictandthespecific Zones therein. For Fiscal Year 2023Ͳ24 the District consists of fortyͲthree (43) landscape benefit Zones (including SubͲZones) and six (6) lighting benefit Zones (Zones A through F). The territory proposed to be annexedintotheDistrictisbeingproposedtoannexintotheexistingZonesEandFforLighting. The word “parcel”, for the purposes of this Report, refers to an individual property assigned its own AssessmentParcelNumberbytheVenturaCountyAssessor’sOffice.TheVenturaCountyAuditor/Controller usesAssessmentParcelNumbersandspecificFundNumberstoidentifypropertiesassessedforspecialdistrict benefitassessmentsonthetaxroll.
Atanoticedpublichearing,theCityCouncilwillconsiderpubliccommentsandwrittenprotestsregardingthe annexationofterritoryintotheDistrict.Uponconclusionofthepublichearing,propertyownerprotestballots received will be tabulated to determine whether a majority protest exists. The City Council will confirm the resultsoftheballotingoncetheballottabulationiscompleted.Ifamajorityprotestexists,furtherproceedings toimplementtheproposedannexationofterritoryshallbeabandonedatthattime.Iftabulationoftheballots indicatesthatamajorityprotestdoesnotexistfortheproposedannexationofterritory,theCityCouncilmay adoptthisReportandconfirmtheannexationofterritoryaspresentedherein.Insuchcase,theassessment informationwillbesubmittedtotheCountyAuditor/Controllerandincludedonthepropertytaxrollforeach parcelinFiscalYear2023Ͳ24.
HistoricalBackgroundandCurrentLegislation
Pursuanttothe1972Act,theCityCouncilconductsapublichearingannuallytoacceptpubliccommentsand testimony,toreviewtheReportandapprovetheassessmentstobeleviedontheCountytaxrollforthatfiscal year. The assessments adopted by the City Council are prepared in accordance with the 1972 Act and the provisionsoftheCaliforniaConstitution.
In Fiscal Year 1998/1999 the improvements provided by the District, the costs associated with those improvementsandthebenefitingpropertieswerecloselyreviewedandevaluated.Atthattime,theDistrict wasreengineeredtomoreaccuratelyidentifyspecificareasofspecialbenefitwithintheDistrict.Varioustracts anddevelopmentsweregroupedintozonesofbenefit(hereafterreferredtoas“Zone”or“Zones”)basedon levelsofservice,similarityofimprovementtypes,andproximitytotheimprovements.Subzones(e.g.,Aand B)typicallydistinguishbetweenpropertiesthatreceivedifferentlevelsofspecialbenefitwithinaZone(e.g. propertiesonpublicversusprivatestreets).Inaddition,themethodofapportioningDistrictcosts(Equivalent Benefit Unit method of apportionment) was reviewed and expanded to provide a more comprehensive Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 2
method of calculating the weighted proportional benefit that various types of property receive from the improvements.Thisreengineeringestablishedamoreaccuratereflectionofthespecialbenefitsconveyedto eachparcelwithintheDistrict.
In compliance with the provisions of the California Constitution Article XIIID (Prop 218), the assessments establishedforeachZoneandpresentedtopropertyownersforapprovalinFiscalYear1998/1999,included an assessment adjustment formula. This adjustment formula was established to account for ordinary and reasonable increases in annual costs due to inflation thereby reducing the expense associated with reͲ approval(noticing,mailing,andballoting)forsmallandlimitedcostincreasesinthefuture.Thisassessment adjustmentformulaallowstheCityCounciltoannuallyincreasethemaximumassessmentratesbythegreater ofinflation(basedontheConsumerPriceIndex— CPI)orthreepercent(3%).Apropertyownerprotestballot proceedingwasconductedfortheproposedassessmentsapplicabletothethirtyͲfivelandscapebenefitzones andsixlightingbenefitzonesthatexistedwithintheDistrictatthattime.OnJune9,1998thepropertyowner protestballotsweretabulated,andtheresultsoftheballottabulationindicatedpropertyownerapprovalof theproposedDistrictassessmentsandassessmentrangeformula. Subsequently,inFiscalYear1999/2000,additionalterritorywasannexedtotheDistrictpursuanttoproperty ownerprotestballotproceedingandtwonewLandscapeZoneswereestablishedbringingthetotalnumberof LandscapeZonestothirtyͲseven.
In Fiscal Year 2000/2001, a supplemental engineer's report for Landscape Zone 32 (Dos Vientos) was presented to the City Council that addressed an expansion of the landscape improvements within the Zone andaproposedincreasedassessmenttocovertheassociatedcosts.Ballotsfortheassessmentincreasewere presented to the property owners of record and at the May 2, 2000 public hearing, the City Council determinedthatmajorityprotestdidnotexistandapprovedtheestablishmentoftwoSubͲZones(AandB) withinLandscapeZone32andthecorrespondingnewmaximumassessmentsfortheZonecommencingwith FiscalYear2000/2001.
ForFiscalYear2003/2004,additionalterritorywasannexedtotheDistrict.Asupplementalengineer’sreport was prepared in connection with this annexation and property owner protest ballot proceedings were conducted. The ballot tabulation indicated property owner approval of the proposed assessments and the assessment range formula presented. On February 4, 2003 the City Council approved the supplemental engineer’sreportfortheannexationofnewterritoriesincludingtheestablishmentofanewlandscapebenefit zonedesignatedasLandscapeZone38.
ForFiscalYear2004/2005,theCityinitiatedproceedingsandconductedapropertyownerprotestballotingfor newassessmentsrelatedtotheannexationofadditionalterritoriestotheDistrictaswellasthereorganization of the District’s existing Landscape Zone 37 (Split into Zone 37A and Zone 37B). A supplemental engineer’s reportwaspreparedinconnectionwiththisproceeding.UpontheconclusionofthepublichearingonJanuary 13, 2004, the ballots returned were tabulated and indicated property owner approval of the proposed assessments and assessment range formula presented. The City Council approved the supplemental engineer’sreportfortheannexationofnewterritoriesincludingtheestablishmentofanewlandscapebenefit zonedesignatedasLandscapeZone39andthereorganizationofLandscapeZone37. ForFiscalYear2005/2006,theCityannexedtwelve(12)additionaldevelopmentprojectstotheDistrict.Each ofthesedevelopmentsandthepropertiestherein wereannexedintooneoftheexisting lightingzonesand five (5) of the developments were annexed into one of the existing landscape zones that reflect the development’sspecialbenefitfromtheimprovementsprovided. ForFiscalYear2006/2007,theCityannexedtwelve(12)additionaldevelopmentprojectstotheDistrictand increased the Maximum Approved Assessment Rate for Zone 37B. These developments and the properties therein were annexed into one of the existing lighting zones and two (2) of the developments were also Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 3
annexed into one of the existing landscape zones that reflect the development’s special benefit from the improvementsprovided.
ForFiscalYear2007/2008,thecityannexedseven(7)additionaldevelopmentprojectstotheDistrict.Eachof thesedevelopmentsandthepropertiesthereinwereannexedintooneoftheexistinglightingzones. ForFiscalYear2009/2010,theCityannexedfour(4)additionaldevelopmentprojectstotheDistrict.Two(2)of thesedevelopmentsandthepropertiesthereinwereannexedintotheexistingLightingZoneA,andtwo(2)of thedevelopmentsandthepropertiesthereinwereannexedintotheexistinglandscapeZone35. ForFiscalYear2010/2011,theCityproposedtoannexone(1)additionaldevelopmentprojecttotheDistrict. All twentyͲtwo (22) parcels within the development were to be annexed into the existing Lighting Zone F. UpontheconclusionofthepublichearingonJuly13,2010,theballotsreturnedweretabulatedandindicated amajorityprotestresultinginthedevelopmentnotbeingannexedintotheDistrict. For Fiscal Year 2012/2013, the City annexed a total of sixtyͲfour (64) parcels into the District as follows; LightingͲ nine(9)parcelstoZoneA,six(6)parcelstoZoneB,thirtyͲnine(39)parcelstoZoneEandten(10) parcelstoZoneF.Landscape–five(5)parcelstoZone13andfiftyͲfiveparcels(55)toZone35. ForFiscalYear2013/2014,theCityannexedatotalofseventyͲeight(78)parcelsintotheDistrictasfollows; Lighting – one (1) parcel to Zone E, and thirtyͲone (31) parcels to Zone F. Landscape – seventyͲ eight (78) parcelstoZone35.
ForFiscalYear2016/2017,theCityannexedatotalofthree(3)parcelsintotheDistrictasfollows;Lighting– three(3)parcelstoZoneE.Landscape–One(1)parceltoZone11. ForFiscalYear2020Ͳ21,theCityannexedone(1)parcelintotheDistrictasfollows;Lighting–one(1)parcelto ZoneC.Landscape–one(1)parceltoZone28.
ForFiscalYear2023Ͳ24,theCityisproposingtoannexthree(3)parcelsintotheDistrictasfollows;Lighting– one(1)parceltoZoneEandtwo(2)parcelstoZoneF.
ImprovementsAuthorizedbythe1972Act
AsapplicableormaybeapplicabletothisproposedDistrict,the1972Actdefinesimprovementstomeanone oranycombinationofthefollowing:
x Theinstallationorplantingoflandscaping;
x Theinstallationorconstructionofstatuary,fountains,andotherornamentalstructuresandfacilities; x Theinstallationorconstructionofpubliclightingfacilities; x Theinstallationorconstructionofanyfacilitieswhichareappurtenanttoanyoftheforegoingor whicharenecessaryorconvenientforthemaintenanceorservicingthereof,including,butnot limitedto,grading,clearing,removalofdebris,theinstallationorconstructionofcurbs,gutters, walls,sidewalks,orpaving,orwater,irrigation,drainage,orelectricalfacilities; x Themaintenanceorservicing,orboth,ofanyoftheforegoing; x Theacquisitionofanyexistingimprovementotherwiseauthorizedpursuanttothissection. Incidentalexpensesassociatedwiththeimprovementsincluding,butnotlimitedto: x Thecostofpreparationofthereport,includingplans,specifications,estimates,diagram,and assessment;
x Thecostsofprinting,advertising,andthepublishing,postingandmailingofnotices; x CompensationpayabletotheCountyforcollectionofassessments; x Compensationofanyengineerorattorneyemployedtorenderservices; Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 4
x Anyotherexpensesincidentaltotheconstruction,installation,ormaintenanceandservicingofthe improvements;
x AnyexpensesincidentaltotheissuanceofbondsornotespursuanttoSection22662.5; x Costsassociatedwithanyelectionsheldfortheapprovalofaneworincreasedassessment.
The1972Actdefines"Maintain"or"maintenance"tomeanfurnishingofservicesandmaterialsforthe ordinaryandusualmaintenance,operation,andservicingofanyimprovement,including: x Repair,removal,orreplacementofalloranypartofanyimprovement; x Providingforthelife,growth,health,andbeautyoflandscaping,includingcultivation,irrigation, trimming,spraying,fertilizing,ortreatingfordiseaseorinjury; x Theremovaloftrimmings,rubbish,debris,andothersolidwaste; x Thecleaning,sandblasting,andpaintingofwallsandotherimprovementstoremoveorcover graffiti.
DescriptionofImprovementsandServices
The District provides and ensures the continued maintenance and operation of landscaping, street lighting, graffiti abatement and related services within the public rightͲofͲway in various areas throughout the City. ImprovementswithintheDistrictgenerallyinclude:
x Landscapeimprovementswithinthemedians,parkways,entrywaysandopenspaceareaswithin variousLandscapeZonesincludingstreettrees,turf,groundcover,shrubs,irrigationanddrainage systems,soundwalls,fencing,andnecessaryappurtenances; x Electricalcostsandmaintenanceforstreetlightingimprovementswithinspecificsubdivisionsand streetsadjacenttovariousresidentialandcommercialdevelopments. MaintenanceandServices
Maintenanceincludesthefurnishingofservicesandmaterialsfortheordinaryandusualmaintenance, operation,andservicingofanyimprovementincludingbutnotlimitedto: x Repair,removal,orreplacementofalloranypartofanyimprovements; x Grading,clearing,removalofdebris,andtheinstallationorconstructionofcurbs,gutters,walls, sidewalks,paving,water,irrigation,drainage,orelectricalfacilities; x Providingforthelife,growth,health,andbeautyoflandscaping,includingcultivation,irrigation, trimming,spraying,fertilizing,ortreatingfordiseaseorinjury; x Theremovaloftrimmings,rubbish,debris,andothersolidwaste; x Thecleaning,sandblasting,andpaintingofwallsandotherimprovementstoremoveorcover graffiti;
x Electriccurrentorenergy,gas,orotherilluminatingagentforanypubliclightingfacilitiesorforthe lightingoroperationofanyotherimprovements;
x Waterfortheirrigationofanylandscaping,waterfeaturesorthemaintenanceofanyotherrelated improvements.
TheannualassessmentsleviedfortheDistrictinwholeorinpartfundtheservices,maintenance,operations andadministrationassociatedwiththeDistrictimprovements.Parcelsthatreceivespecialbenefitsfromthe improvements within each Zone, share in the cost of the services and improvements associated with that Zone.ThecostsandassessmentssetforthinthisReportarebasedupontheCity’sestimateoftheexpenses related to the operation and maintenance of the District improvements including labor, personnel, utilities, equipment,materials,administrationandincidentalexpenses. ForFiscalYear2023Ͳ24,theDistrictconsistsoffortyͲthree(43)LandscapeZones(includingsubͲZones)andsix Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 5
(6) Lighting Zones. Each Landscape Zone includes parcels and subdivisions that are directly associated with specificlandscapeimprovementsthatwereinstalledaspartofdevelopingthosepropertiesorprovidespecial benefitstothosepropertiesbasedonproximitytotheimprovements.Thetotalamounttobeassessedwithin eachLandscapeZonefortheoperationandmaintenanceoftheimprovementsisequitablyspreadamongthe benefitingparcelswithinthatZoneonly.UnliketheLandscapeZones(thatarecorrelatedtospecificparcels, developments or subdivisions), the six Lighting Zones cover the entire City with each Zone representing a geographicalregionoftheCity.However,withintheseLightingZones,onlypropertiesthatbenefitfromlocal street lighting improvements (inͲtract street lighting and/or adjacent street lighting) are assessed. Although local street lighting improvements are usually associated with residential developments and subdivisions within each of the six Lighting Zones, there are some commercial and rural residential properties that are assessed based on their benefit from local lighting. Parcels that receive special benefits from local lighting improvementsareassessedproportionatelyforaportionofthecoststoprovidethelocalstreetlighting.The balance of the local street lighting costs and lighting improvements that are considered general benefit are fundedthroughAdValoremrevenues.
LandscapeImprovementsandServices
Landscape improvements and services within the District may include graffiti abatement throughout all benefit zones, center median landscaping, parkway and slope landscaping, open space areas or public easement,weedabatement,andtreemaintenanceassociatedwiththesubdivisionsandpropertieswithinthe District. Each Zone consists of only properties, subdivisions and developments that are associated with the improvementsprovidedandmaintainedwithintheZone.Theparcelsassessedforspecialbenefitsarepartof a development or subdivision that originally installed the improvements or are directly associated with the improvementsthroughproximity.ThespecificimprovementswithineachZonevary,andmayinclude,butare not limited to: the maintenance of ground cover, turf, shrubs, trees, fences, irrigation systems, drainage systems, lighting systems, hardscapes, sidewalks, trails and associated appurtenances within or adjacent to specificlandscapedareasorimprovements.
Landscape improvements within the District are maintained and serviced on a regular basis. The frequency andspecificmaintenanceandoperationsrequiredwithintheDistrictandeachZoneisdeterminedweeklyby City staff. Parcels identified as being within a Landscape Zone, share in both the cost and benefit of the improvements. The net costs associated with the improvements are equitably spread to parcels proportionately according to the special benefits received and only parcels that receive special benefits are assessed.
DistrictLightingImprovements
PublicstreetlightingexiststhroughouttheCityofThousandOaksandthecostsofmaintainingandsupplying electricity for these lights are funded through both Ad Valorem revenues and special benefit assessments. Parcels,subdivisionsanddevelopmentsthatreceivespecialbenefitsfromlocalstreetlighting(inͲtractstreet lightingand/oradjacentstreetlighting)areassessedforonlyaportionofthestreetlightingcostsassociated withtheseimprovements.Theremaininglocalstreetlightingcosts,streetlightingandtrafficsignalsidentified as general benefit are funded through Ad Valorem revenues and other revenue sources. For administrative purposes,theDistrictisdividedintosixLightingZonesthatrepresentgeographicalregionsoftheCity.Within eachofthesesixzones,onlyparcelsthatreceivespecialbenefitsfromlocalstreetlightingareassessed,each beingassessedproportionatelyforthecostofprovidinglocalstreetlightingintheirarea.
Item No.11B
1. PlansandSpecifications
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 6
AnnexationLightingZones
x ZoneEislocatednorthoftheVenturaFreeway(Hwy101)intheeasternportion,eastoftheThousand Oaks Freeway (Hwy 23). The property annexing into Zone E is located at 2080 Hillcrest Drive and consistsofTractNo.5946.
x ZoneFisallareasnorthoftheVenturaFreeway(Hwy101)andwestoftheThousandOaksFreeway (Hwy23).Thepropertyannexinginto ZoneFislocatedat1515RanchoConejoBoulevardand1489 LawrenceDriveandconsistsofDP20Ͳ70095.
Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 7
General
Pursuanttothe1972Act,thecostsoftheDistrictmaybeapportionedbyanyformulaormethod,whichfairly distributesthenetamounttobeassessedamongassessableparcelsinproportiontotheestimatedbenefitsto bereceivedbyeachsuchparcelfromtheimprovements.Theformulausedforcalculatingspecialbenefitswithin the District reflects the composition of the parcels and the improvements and services provided to fairly apportionthecostsbasedontheestimatedspecialbenefittoeachparcel.TheAgencyisrequiredtoidentifyall parcelswhichhavespecialbenefitsconferreduponthemanduponwhichanassessmentwillbeimposed.The proportionate special benefit to each parcel shall be determined in relationship to the entirety of the public improvementorthemaintenanceandoperationexpensesbeingprovided.
Proposition218Compliance
Inconjunctionwiththeprovisionsofthe1972Act,theCaliforniaConstitutionArticleXIIIDaddressesseveralkey criteriaforthelevyofassessments,notably:
ArticleXIIIDSection2(d)definesDistrictasfollows: “Districtmeansanareadeterminedbyanagencytocontainallparcelswhichwillreceiveaspecialbenefitfrom
aproposedpublicimprovementorpropertyrelatedservice”; ArticleXIIIDSection2(i)definesSpecialBenefitasfollows:
“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“specialbenefit.”
ArticleXIIIDSection4(a)definesproportionalspecialbenefitassessmentsasfollows: “An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferreduponthemanduponwhichanassessmentwillbeimposed.Theproportionatespecialbenefitderived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement,the maintenanceandoperationexpensesofapublicimprovement,orthecostof theproperty related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable costoftheproportionalspecialbenefitconferredonthatparcel.” ThisDistrict wasformed toestablishand providefortheimprovementsthatenhance thepresentationofthe surroundingpropertiesanddevelopments.Theseimprovementswilldirectlybenefittheparcelstobeassessed within the District. The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generatedbytheDistrictwillbeusedsolelyforsuchpurposes. The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit. The improvements to be provided by this District and for which properties will be assessed,havebeenidentifiedasanessentialcomponentandlocalamenitythatprovidesadirectreflectionand extensionofthepropertieswithintheDistrictwhichthepropertyownersandresidentshaveexpressedahigh levelofsupport.
Themethodofapportionment(methodofassessment)setforthintheReportisbasedonthepremisethateach assessed property receives special benefits from the landscape and lighting improvements within the District, andtheassessmentobligationforeachparcelreflectsthatparcel’sproportionalspecialbenefitsascomparedto otherpropertiesthatreceivespecialbenefits.
ToidentifyanddeterminetheproportionalspecialbenefittoeachparcelwithintheDistrict,itisnecessaryto Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 8
consider the entire scope of the improvements provided as well as the properties that benefit from those improvements. The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to propertieswithintheDistrict.Thevariouspublicimprovementsandtheassociatedcostshavebeenidentifiedas either“generalbenefit”(notassessed)or“specialbenefit”.
BenefitAnalysis
TheDistrictimprovements,associated costsandassessments havebeenreviewed,identifiedandallocated to eachassessedparcelbasedonspecialbenefitpursuanttotheprovisionsoftheCaliforniaConstitutionandthe 1972Act.TheimprovementsprovidedbytheDistricthavebeenidentifiedasnecessary,requiredand/ordesired fortheorderlydevelopmentofthepropertieswithineachrespectiveZonetotheirfullpotential,consistentwith the proposed property development plans and applicable portions of the City General Plan. Although the improvementsincludepublicstreetlighting,openspaceareas,landscapedparkwaysandmediansavailableor visible to the public at large, the District improvements are typically localized and the construction and installationoftheimprovementswereonlynecessaryforthedevelopmentofpropertieswithintheDistrictor wouldhavebeenrequiredforpropertydevelopmentiftheimprovementswerenotpreͲexisting.Ineithercase, theDistrictimprovementswerenotrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutside the various Zone boundaries. Therefore, any public access or use of these local improvements by others is incidentalandthereisnomeasurablegeneralbenefittopropertiesoutsidetheDistrictortothepublicatlarge. The improvements for which properties are assessed directly enhance the desirability and security of those propertiesandtheongoingoperation,servicingandmaintenanceoftheimprovementsareadirectandspecial benefittothepropertieswithintheDistrict.TotheextentthatsomeDistrictimprovementsmayprovidesimilar benefitstopropertiesoutsidethevariousZoneboundaries,theproportionalcostsassociatedwiththe“general benefit”componentsforthatspecificimprovementarefundedbyothersourcesandnotincludedaspartofthe special benefit assessments. The proportional costs identified as “general benefit” are funded either by the General Fund or Ad Valorem revenues. The amount to be assessed against each parcel within the District representsonlytheparcel’sproportionatespecialbenefitfromtheimprovements.
SpecialBenefitsofLandscaping
The improvements funded by the assessments in each Landscape Zone are specific to the maintenance and serviceoftheimprovementsinstalled aspartoftheindividualtracts,developments,orneighborhoodswithin the Zone. The improvements funded by District assessments have been identified as a special benefit to the propertiesassessedandprovidenomeasurablegeneralbenefittothepublicatlarge.Assessedparcelsbenefit byhavinglocallandscapeimprovementsavailablefortheenjoymentandsafetyofowners,patrons,customers, residents, tenants and their families, providing special enhancement of properties within the area. The City recognizesthatsomelandscapeimprovementsmayenhancethequalityoflifethroughouttheCity,andtothis extent,theamounttobeassessedtopropertiesreceivingspecialbenefithavebeenreducedproportionatelyin someZonesthroughtheuseofCityAdValoremrevenues. Thespecialbenefitspropertiesreceivefromlocallandscapinginclude: x Theaestheticvalueofgreenspace;
x Improvedaestheticappealofnearbyparcels;
x Enhancedadaptationoftheurbanenvironmentwithinthenaturalenvironment; x Improvederosionresistance;
x Improveddustanddebriscontrol;
x Improvedtrafficcirculation,driverawareness,andreducedaccidents; x Reducednoiseandairpollution(environmentalenhancement); x Enhancedsenseofpridewithinthedevelopmentandcommunity. Item No.11B
2.MethodofAssessmentApportionment
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SpecialBenefitsofLighting
Thespecialbenefitsofstreetlightingaretheconvenience,safety,andsecurityofproperty,improvements,and goods.Specifically:
x Enhanceddeterrenceofcrimeandaidtopoliceprotection; x Increasednighttimesafetyonroadsandhighways;
x Improvedabilityofpedestriansandmotoriststosee; x Improvedingressandegresstoproperty;
x Reducedvandalismandothercriminalactsanddamagetoimprovementsorproperty; x Improvedtrafficcirculationandreducednighttimeaccidentsandpersonalpropertyloss; x Increasedpromotionofbusinessduringnighttimehoursinthecaseofcommercialproperties.
AssessmentMethodology
EachparcelintheDistrictisassignedaweightingfactorknownasanEquivalentBenefitUnit(EBU)toidentify theparcel’sproportionatespecialbenefitfromspecificimprovements.Eachparcel’sEBUiscalculatedbasedon theparcel’slanduse,developmentstatusand/orsizeascomparedtootherparcelsthatareassociatedwiththe improvements. A typical singleͲfamily residential property is assigned an EBU of 1.00, and all other property typesareassignedanEBUproportionatetothespecialbenefitstheyreceiveascomparedtothissingleͲfamily residentialproperty.ThetotalEBUinaZoneisdividedintothetotalamounttobeassessed(BalancetoLevy)to establishtheLevyperEBU(AssessmentRate).Thisassessmentrateisthenmultipliedbytheparcel’sindividual EBUtoestablishtheparcel’slevyamount.
Theformulasforthemethodofapportionmentareasfollows:
TotalBalancetoLevyinZone/TotalEBUinZone=LevyperEBU(Rate)forZone LevyperEBU(Rate)xParcel’sCalculatedEBU=Parcel’sLevyAmountforZone
LandUseClassifications
Every parcel within the District is assigned a land use classification based on available parcel information obtained from the County Assessor’s Office and City records. It has been determined that a parcel size, development or development potential (planned development) and a primary land use classification (i.e., ResidentialversusNonͲResidentialorVacantversusDeveloped)aretheappropriatefactorsnecessarytoidentify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. Parcels associated with the District improvements are assigned oneofthefollowinglanduseclassifications:
ResidentialParcels— Thisclassificationmayinclude,butisnot limitedto:allsubdividedresidential tractlots (with or without structures); multipleͲfamily residential properties including apartments and mobileͲhome parks; condominiums; rural/estate residential properties and any other property identified as a subdivided residentialproperty.Becauselandscapeimprovementsassociatedwithresidentialpropertiesareusuallylocated on the perimeter of the development or residential subdivision, landscape improvements are typically associatedwiththeentiredevelopmentandprovidesubstantiallysimilarandequalbenefitstoeachresidential unit.Therefore,allresidentialpropertiesareassigned1.00EBUperunitfortheirproportionalallocationofthe landscape improvement costs whether a residential unit has been constructed or merely approved for development.
Similarly, for a typical residential tract development with public street lighting within and adjacent to the development,thebenefittoeachresidentialpropertyisreasonablyequalandeachresidentialparcelisassigned Item No.11B
2.MethodofAssessmentApportionment
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1.00 EBU. However, most other residential developments including rural residential properties, condominium developments, apartments, or residential developments on private streets, the District maintained street lightingisusuallylimitedtoperimeterlightingadjacenttothedevelopmentorthelocalpublicstreetsusedto accesstheproperties.Duetothereducednumberofstreetlightsbenefitingthesepropertiesandtheirproximity toDistrictprovidedstreetlights,theseresidentialdevelopmentsareassigned0.25EBUperunit(providedlocal streetlightingexistsnearthedevelopment).Inthosecaseswherenolocalstreetlightingisassociatedwiththe residentialproperty,(asisthecasewithmanyruralresidentialproperties)theparcelisnotassessedforstreet lighting.
Developed NonͲResidential — This classification typically includes all developed properties that are not identified as residential properties and includes both publicly owned (nonͲtaxable) and privately owned properties.Apropertyisconsidereddeveloped,iftheCountyAssessor’sOfficehasidentifiedthepropertywitha structure (assessed structural value) or a structure is known to exist on the property. This classification may include,butisnotlimitedtoalltypesofcommercialorindustrialdevelopments,churchesorfacilitiesutilizedby other nonͲprofit organizations, privately owned recreational facilities, hotels, schools or government owned officesandfacilities.
To establish a proportionate special benefit calculation (EBU) for developed nonͲresidential properties, a correlation between residential developments and nonͲresidential developments has been established. Although the development footprint per acre for nonͲresidential properties is typically greater than that of residential properties a reasonable estimate of the direct and special benefits conveyed to developed nonͲ residential properties would be a similar and equal benefit conveyed to the properties if they had been developedasresidential.WithintheCityofThousandOaks,residentialdevelopmentsyieldapproximately3.60 benefit units per acre on average. Therefore, developed nonͲresidential properties are assigned 3.60 EBU per acre for landscape improvements, but a minimum of 1.00 EBU per parcel (parcels less than 0.28 acres). For street lighting improvements, developed nonͲresidential properties typically augment lighting in the surroundingareawiththeirownlightingfacilities(i.e.parkinglotlightsorsecuritylights)andtheirbenefitfrom local street lighting improvements closely resemble residential developments that provide their own street lighting such as condominium projects or apartments. Therefore, developed nonͲresidential properties are assigned 1.00 EBU per acre for street lighting, but a minimum of 0.25 EBU per parcel (parcels less than 0.25 acres).
PlannedResidentialDevelopments— Thisclassificationidentifiespropertiesthatarecurrentlyvacantlandand notfullysubdivided,buthaveanapprovedspecificͲplan,tractmaportentativetractmapwherethenumberof proposedresidentialbenefitunitsassociatedwiththepropertycanbequantified.Typicallythesepropertiesare activelybeingdevelopedandwillbefullysubdividedintotheproposednumberofresidentiallotsinthenear future. It has been determined that the proportional special benefit these parcels receive from landscaping improvements is similar to fully subdivided residential properties and are assigned an EBU that reflects the plannednumberofbenefitunits.Becausethesepropertieshavenotbeensubdividedandlocalstreetlighting improvementstypicallyhavenotbeencompleted,thistypeofpropertyisassessedasasingleresidentiallotfor localstreetlightingimprovementsuntilthepropertyisactuallysubdividedorlightingfacilitiesareconstructed. However, if the property is being balloted for a new or increased assessment the proposed maximum street lightingassessmentamountpresentedtothepropertyownerforapprovalshallbebasedonaweightedbenefit thatreflectstheplannednumberofbenefitunits.
Planned NonͲResidential Developments — This classification identifies properties that are currently vacant land,buthaveanapprovedspecificͲplan,development plan,parcel maportentativemapthat clearly defines the proposed subdivision and development of the property where the netͲacreage to be developed as nonͲ residential (excluding easements or open space areas) is quantifiable. Typically these properties are actively beingdevelopedandthepropertyhasbeenfullysubdividedorwillbecompletelysubdividedinthenearfuture. Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 11
It has been determined that the proportionate special benefit this type of property receives from local landscapingimprovementsissimilartootherfullysubdivideddevelopednonͲresidentialpropertiesandshallbe assigned 3.60 EBU per acre (based on net acreage to be developed), eliminating any acreage identified as streets,openspaceoreasements.Ontheotherhand,becausethesepropertieshavenotbeenfullydeveloped, theyclearlyhavelessbenefitfromlocalstreetlighting thana fullydevelopedproperty andthereforeshallbe assessed 1.0 EBU per parcel regardless of the parcel’s acreage. However, for the purposes of balloting, the assessmentpresentedtothepropertyownerforapprovalshallbebasedontheparcel’sdevelopmentatbuildͲ out.(FullydevelopednonͲresidentialpropertyat1.0EBUperacre).
VacantPlannedDevelopments— Thisclassificationidentifiespropertiesthatarecurrentlyundeveloped(vacant land)thatwillbedevelopedinwholeorinpart,butaspecificdevelopmentplanhasnotbeendeterminedor finalized (a specific plan, project plan, tract map or tentative tract map has either not been approved or the actual number of residential units and/or nonresidential acres to be developed has not been quantified). Typically, these properties are not being actively developed, but may be part of a larger residential or nonͲ residential development area. To reflect both the development status of these properties and overall developmentpotential(consideringpossiblestreets,easementsoropenspace),thesepropertiesareassigned
1.26EBUperacre(grossacreage)forlandscapeimprovementsand1.00EBUperparcelforlocalstreetlighting (iftheyderivebenefitforexistinglocalstreetlighting).
Vacant Undefined Development — This classification identifies properties that are currently vacant land and therearenocurrentdevelopmentplansfortheproperty.Thisclassificationincludespropertieszonedforeither residential use or nonͲresidential use and may include either publicly owned (nontaxable) or privately owned properties.Althoughthesepropertiesmaybephysicallylocatedwithintheboundariesofabenefitzone,ithas beendeterminedthatthesepropertiesreceivenomeasurablespecialbenefitfromtheexistingimprovementsin their current development status. However, because these properties have been included within a Zone boundaryithasalsobeendeterminedthatthesepropertiesmayhavefutureorpotentialspecialbenefitsfrom the Zone improvements. Therefore, these properties are subject to an assessment if, and when, their developmentstatusandlanduseclassificationchanges.Althoughtheseparcelsarenotcurrentlyassessed,any future assessment resulting from a land use change would not be considered a new or increased assessment andwouldnotrequirepropertyownerballotingandapproval.
Exempt— ExemptfromDistrictassessmentsaretheareasofpublicstreets,privatestreetsandotherroadways, dedicated publiceasements,rightsͲofͲwayincludingpublic greenbeltsandparkways(typicallynotassignedan Assessor’sParcelNumberbytheCounty)oranyothersuchparcelincludingopenspaceareasandchannelͲways. Also,exemptedfromthe assessment wouldbe utilityrightsͲofͲways,commonareas(suchasin condominium complexes), landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property thatcannotbedevelopedorisasharedpossessorinterestbyotherpropertiesthatareassessed.Thesetypesof propertiesreceivenodirectbenefitfromtheimprovementsandreceivenomeasurablespecialbenefitfromthe continuedoperationandmaintenanceofthoseimprovements. Parks,openspaceareas,publicschools,golfcoursesorsimilarfacilitiesbynatureoftheirdevelopmentoruse substantiallyenhancethelandscapingamenitieswithintheDistrictaswellasproviderecreationalopportunities for the public. These properties add to the special benefits of other properties and any benefit these parcels mightreceivefromeitherlandscapingorlightingimprovementsaremoregeneralthanspecialbenefitsandare thereforeexemptedfromassessment.
SpecialCases— InalmosteveryDistrictwheremultiplelanduseclassificationsareinvolved,thereisusuallyone or more properties that the standard land use classifications or usual calculation of benefit do not or cannot accuratelyidentifythespecialbenefitstheparcelreceivesfromtheimprovements.Thesetypesofsituationsare considered special cases and the EBUs calculated for these properties are based on a combination of the Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 12
standardlanduseclassifications.Forexample,aparcelmaybepartofaplanneddevelopment,buttheparcel includes both planned nonͲresidential and residential development. In this special case, neither the Planned ResidentialDevelopmentnorthePlannedNonͲResidentialDevelopmentlanduseclassificationalonewouldbe appropriatetocalculatespecialbenefits,butapplyingtheappropriateEBUcalculationtotherespectiveportions oftheoverallpropertydevelopmentwouldestablishanaccurateidentificationoftheparcel’sspecialbenefit.In somecases,apropertymayactuallyfitastandardlanduseclassification,buttheusualmethodofcalculating theparcel’sspecialbenefitsisclearlynotappropriate.Forexample,aparcelmaybeidentifiedasaDeveloped NonͲResidentialproperty,however,onlyasmallpercentageoftheparcel’stotalacreageisactuallydeveloped. Inthiscase,anappropriatecalculationofspecialbenefitwouldbebasedonthenetacreageutilizedratherthan thegrossacreageoftheparcel.
Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 13
ThefollowingaretheEBUfactorsappliedtovariouspropertytypesforLandscaping: Table2Ͳ1
LandscapingEquivalentBenefitUnitSummary
LandUse EBU Factor
Residential 1.00 Unit
MultiͲFamilyResidential 0.75 Unit
DevelopedNonͲResidential(1) 3.60 Acre
PlannedResidentialDevelopments 1.00 Unit
PlannedNonͲResidentialDevelopments 3.60 Acre
VacantPlannedDevelopments(2) 1.26 Acre
VacantUndefinedDevelopments 0.00 Parcel
Exempt(3) 0.00 Parcel
(1) Assigned 3.60EBUper acre, with aminimum of1.00EBUper parcel. (2) Annual Assessment iscalculated at 1.26per acre, but forballoting purposes, assessments may becalculated at 3.6per acre(anticipated build Ͳout). (3) Exempt properties include only properties that cannot be developed, common areas, open space areas, easements or other properties with restricted development or identified as receiving nospecial benefit fromtheDistrict improvements.
ThefollowingaretheEBUfactorsappliedtovariouspropertytypesforStreetLighting: Table2Ͳ2
LightingEquivalentBenefitUnitSummary
LandUse EBU Factor
ResidentialTractParcels(Public) 1.00 Unit
ResidentialTractParcels(Private)(1) 0.25 Unit
ResidentialCondominiums(1) 0.25 Unit
MultiͲFamilyResidential(1) 0.25 Unit
RuralResidentialParcels(2) 0.25 Unit
DevelopedNonͲResidential(2)(3) 1.00 Parcel
PlannedResidentialDevelopments(4) 1.00 Parcel
PlannedNonͲResidentialDevelopments 1.00 Parcel
VacantPlannedDevelopments(4) 1.00 Parcel
VacantUndefinedDevelopments 0.00 Parcel
Exempt(3) 0.00 Parcel
(1) Assessed for streetlights on nearby public streets used to access the property, not "inͲtract" (private) lighting facilities). EBU reflects the proportional benefit from District provided street lighting. MobileHomesandMobileHomeParksareassignedanassessment,butitiscoveredbytheGeneralFund perCouncilpolicy.
(2) Local street lighting is not applicable to this land use in all areas. Assessed only if the property receivesdirectbenefitfromlocalstreetlightinginthearea. (3) Assigned1.0EBUperacre,withaminimumof0.25EBUperparcel. (4) Annualassessmentisperparcel,butforballotingpurposes,assessmentsmaybebasedonproposed buildͲout.
Item No.11B
2.MethodofAssessmentApportionment
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 14
AssessmentAdjustmentFormula
Most budget items are typically impacted by inflation. In an effort to minimize this impact on the District, a formulaforaninflationadjustmentwassubmittedtopropertyownersaspartofthepropertyownerballoting processconductedforallDistrictassessments.Theformulaasdescribedbelowwasoriginallyapprovedbythe DistrictpropertyownersinFiscalYear1997/1998andwasfirstappliedinFiscalYear1998/1999(commencing July 1, 1998) and allows for annual adjustments to the maximum assessment allowed. Subsequent new or increasedassessmentsballotedincludethissameassessmentformula. District assessments include a formula for increasing assessments each Fiscal Year to offset increases in costs due toinflation.Generally,anyneworincreasedassessmentsrequire certainnoticing, meeting,and balloting requirements by law. However, Government Code Section 54954.6(o) provides that a “new or increased assessment” does not include “an assessment which does not exceed an assessment formula or range of assessments...previouslyadoptedbytheagencyorapprovedbythevotersintheareawheretheassessmentis imposed.”ThisdefinitionofanincreasedassessmentwaslaterconfirmedbySenateBill919(theImplementing LegislationforProposition218).
The following describes the assessment adjustment formula approved by the City Council and the District propertyowners:
The maximum assessment amount allowed for each fiscal year may be increased in an amount equal to the greaterof:(1)threepercent(3.0%),or(2)thepercentageincreaseoftheLocalConsumerPriceIndex(CPI).The ConsumerPriceIndexappliedisfortheLosAngelesͲLongBeachͲAnaheim,CAAreaforAllUrbanConsumers,as developedbytheU.S.BureauofLaborStatistics.TheCPIusedshallbeasdeterminedbytheBureauofLabor Statisticsforasimilarperiodoftime.
EachfiscalyeartheCityshallcomputethepercentagedifferencebetweentheCPIonJanuary1,andtheCPIfor the previous January 1 or a similar time period. This percentage difference shall then establish the range of increased assessments allowed based on CPI. Based on this Assessment Adjustment Formula, the maximum assessment rates for each Zone for Fiscal Year 2023Ͳ24 have been adjusted by 5.77% over the previous fiscal year as the percentage change in CPI was 5.77%. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approvedbytheCityCouncilfordeterminingfluctuationsinthecostofliving. In the event that the City Council determines that the maximum inflation adjustment allowed to the assessments is not required for a given fiscal year, the City Council may adopt an assessment less than the allowablemaximumassessmentforthatyear.IfthebudgetandassessmentsfortheDistrictoranyZonerequire anincreasegreaterthantheadjustmentsetforthintheformula,thentheproposedincreasewouldbesubject toapprovalbythepropertyownerssubjecttotheincreasedassessment.
Item No.11B
3.CostEstimate
City of Thousand Oaks Landscape and Lighting Assessment District No. 79-2 Engineer’s Report for Fiscal Year 2020-21 15
AnnexationTerritoryBudgets
ThefollowingtablesprovideasummaryoftheLightingbudgetsfortheAnnexationTerritory,aswellasGeneral Fundexpendituresfor nonͲassessedimprovementswithin the CityofThousandOaks.Morespecifically,these tablesidentifythecostsandassessments(rate)appliedtoeachEquivalentBenefitUnitwithintheAnnexation Territorythatarenecessarytocoverthecostsandexpensesoftheimprovementsthatprovideaspecialbenefit topropertieswithintheAnnexationTerritory.
Table3Ͳ1
FiscalYear2023Ͳ24AnnexationTerritoryZoneELightingCostEstimates
BudgetItems
Annexation
Territory
TractNo.5946
DIRECTCOSTS
LaborandFringeBenefits $4.87
StreetLight/SafetyLightingElectricity $32.03 TrafficSignalMaintenance
SubtotalDirectCosts $36.90
ADMINISTRATIONCOSTS
CityCostAllocation $0.61
ConsultantFees $0.11
CountyAdministrationFees $4.60
SubtotalAdministrationCosts $5.32
TOTALDIRECTANDADMINISTRATIONCOSTS $42.21
COLLECTION/(CREDIT)APPLIEDTOLEVY
CitySubsidy ($23.13)
SupplementalSignal $0.00
InterestIncome $0.00
OtherRevenues $0.00
SubtotalCollection/(Credit)AppliedtoLevy ($23.13) BALANCETOLEVY $19.08
DIRECTSTATISTICS
TotalNumberofParcels 1
TotalParcelsAssessed 1
TotalEquivalentBenefitUnits(EBU) 1.00
ProposedLevyperEBU $19.08
MaximumRateperEBUͲFY2023Ͳ24 $19.09
Item No.11B
3.CostEstimate
CityofThousandOaksLandscapeandLightingAssessmentDistrictNo.79Ͳ2 Engineer’sReportforFiscalYear2023Ͳ24 16
Table3Ͳ2
FiscalYear2023Ͳ24AnnexationTerritoryZoneFLightingCostEstimates
BudgetItems
Annexation
Territory
DP20Ͳ70095
DIRECTCOSTS
LaborandFringeBenefits $10.34
StreetLight/SafetyLightingElectricity $68.01 TrafficSignalMaintenance
SubtotalDirectCosts $78.35
ADMINISTRATIONCOSTS
CityCostAllocation $1.29
ConsultantFees $0.23
CountyAdministrationFees $9.77
SubtotalAdministrationCosts $11.29
TOTALDIRECTANDADMINISTRATIONCOSTS $89.64
COLLECTION/(CREDIT)APPLIEDTOLEVY
CitySubsidy ($51.48)
SupplementalSignal $0.00
InterestIncome $0.00
OtherRevenues $0.00
SubtotalCollection/(Credit)AppliedtoLevy ($51.48) BALANCETOLEVY $38.16
DIRECTSTATISTICS
TotalNumberofParcels 2
TotalParcelsAssessed 2
TotalEquivalentBenefitUnits(EBU) 2.00
ProposedLevyperEBU $19.08
MaximumRateperEBUͲFY2023Ͳ24 $19.09
Item No.11B
APPENDIXA
AssessmentDiagram
Item No.11B
LANDSCAPE AND LIGHTING ASSESSMENT
DISTRICT 79-2
Sources: City of Thousand Oaks,
2023; Ventura Co. GIS, 2023.
Annexation
T5946
23 101
ERBES
RD
KANANRD
THOUSANDOAKSBL
LLCREST DR W
ESTLAKE
BLVD
Lighting
Zone E
S 23 FW
N 23 F
W
ERBESRD
S 101 FW
N 101 FW
KANAN RD
EOLSEN RD
N
W
ESTLAKE
BL
1ST
ST
E JANSS RD
E HILLCREST DR
E AVENIDA DE LOS ARBOLES
LINDERO
CANYON
RD
NMOORPARKRD
EHIL LCREST DR
M:\GIS-Assessment\ThousandOaks\LLMD_79-2_E_9x11_Annex2_T5946.mxd; Map created 04 Apr 2023 Annexation Boundary Map - T5946
0 2,000 4,000 6,000
Feet
CITY OF THOUSAND OAKS
LEGEND
City Boundary
Lighting Zone E
Annexation T5946
Item No.11B
LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 79-2
Sources: City of Thousand Oaks,
2023; Ventura Co. GIS, 2023.
Annexation
DP-2070095
23 ERBESRD
MOORPARKRD
LYNN
RD
HILLCREST
DR
JANSSRD
OLD
CONEJO
RD
Lighting
Zone F
S 101
FW
N 101 FW
S 23 FW
N 23 FW
ERBES RD
SA
NTA ROSA RD
N MOORPARK RD
EOLSEN
RD
W
HILLCREST
DR
NLYNNRD
W
LYNN
RD
N WESTLAKE BL
E
JANSS
RD
BORCHARD
RD
E
HILLCREST
DR
E
AVENIDA
DE
LOS
ARBOLES
W
OLSEN
RD
N REINO RD
N
VENTU
PARKRD
W
AVENIDA
DE
LO
S
ARBOLES
M:\GIS-Assessment\ThousandOaks\LLMD_79-2_F_9x11_Annex2_DP2070095.mxd; Map created 04 Apr 2023 Annexation Boundary Map - DP-2070095
0 3,000 6,000 9,000
Feet
CITY OF THOUSAND OAKS
LEGEND
City Boundary
Lighting Zone F
Annexation DP-2070095
Item No.11B
APPENDIXB
AssessmentRoll
Item No.11B
APN
LightingZoneE
Assessment
LightingZoneF
Assessment
670Ͳ0Ͳ260Ͳ010 $19.08 N/A
667Ͳ0Ͳ360Ͳ145 N/A $19.08
667Ͳ0Ͳ360Ͳ155 N/A $19.08
Item No.11B
3788 McCray St.
Riverside, CA 92506
951.200.8600
www.webbmfinance.com
Item No.11B
ATTACHMENT #5
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF THOUSAND OAKS APPROVING THE
ANNEXATION ENGINEER’S REPORT FOR
LANDSCAPE AND LIGHTING ASSESSMENT
DISTRICT NO. 79-2
WHEREAS, the City of Thousand Oaks has previously formed the Thousand Oaks Landscape and Lighting Assessment District No. 79-2 (hereinafter referred to as the “District”), and levied annual special benefit assessments pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, beginning with Section 22500 (hereinafter referred to as the “Act”), and in accordance with the provisions of California Constitution Article XIIID; and WHEREAS, the City Council ordered the preparation of an Annexation Engineer’s Report (hereafter referred to as the “Engineer’s Report”) regarding the annexation of territory (Hydam Homes, LLC, 2080 Hillcrest Drive and Vogel Properties, Inc., 1515 Rancho Conejo Boulevard and 1489 Lawrence Drive) into the District for Fiscal Year 2023-24, pursuant to Chapter 3, Section 22622 of the Act and in accordance with the provisions of the California Constitution Article XIIID; and
WHEREAS, there has now been presented to the City Council the Final Engineer’s Report in connection with the proposed annexation of territory into the District and levy of assessments for Fiscal Year 2023-24 in accordance with Chapter 1, Article 4 (commencing with Section 22565) of the Act; and WHEREAS, the City Council has carefully examined and reviewed the Engineer’s Report as presented, has considered the public testimony, and is satisfied that the assessments have been spread in accordance with the benefits received from the improvements, operation, maintenance, and services to be performed within the Annexation Territory.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
THOUSAND OAKS DOES HEREBY RESOLVE AS FOLLOWS:
Section 1 The preceding recitals are true and correct.
Section 2 Based on testimony given, and the documents and discussion presented, the City Council has directed and confirmed any necessary modifications or amendments to the Engineer’s Report previously
presented and filed, and said modifications or amendments so Item No.11B
3 2
0 9
3 2
0 9
reflected by the minutes of this meeting shall by reference be incorporated into the Engineer’s Report.
Section 3 The Engineer’s Report, as presented or amended, consists of the following:
a. Plans and specifications that describe the Annexation Territory, and the proposed Improvements related thereto. b. Method of Apportionment that outlines the special benefit conferred on properties within the Annexation Territory from the improvements; and the calculations used to establish each parcel’s proportional assessment.
c. The Budget that outlines the costs and expenses to service and maintain the improvements for the fiscal year including incidental expenses authorized by the Act, establishing the proposed assessment rates for Fiscal Year 2023-24.
d. Identification of the maximum assessment rates including a description of the assessment range formula associated with these assessment rates.
Section 4 The City Council hereby approves the Final Engineer’s Report and the assessments contained therein as presented or amended, and the assessments so described comply with the provisions of the California Constitution Article XIIID.
Section 5 The Final Engineer’s Report as presented or amended is hereby ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation and approval of the Engineer’s Report.
Section 6 This Resolution shall become effective immediately upon its adoption.
Section 7 The City Clerk shall certify the adoption of this Resolution.
PASSED AND ADOPTED this 6 th day of June, 2023, by the following vote:
Ayes:
Noes:
Absent:
____________________________
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST/CERTIFY:
Item No.11B
3 2
0 9
3 2
0 9
_______________________________
Laura B. Maguire, City Clerk
Date Attested: ___________________
APPROVED AS TO FORM:
Office of the City Attorney
_______________________________
Tracy Friedl, Assistant City Attorney
APPROVED AS TO ADMINISTRATION:
_______________________________
Andrew P. Powers, City Manager
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the City of Thousand Oaks City Council on the date cited above.
DPW: 830-40\jlt\etm\Council\ 2023\060623\ LLAD 79-2 Levying of Annual Assessments Approving Annex Eng Report.docx
Item No.11B
ATTACHMENT #6
LANDSCAPE AND LIGHTING ASSESSMENT
DISTRICT NO. 79-2 ANNEXATION CITY OF
THOUSAND OAKS, COUNTY OF VENTURA,
STATE OF CALIFORNIA
CERTIFICATE OF ELECTION RESULTS
I, the undersigned, being the City Clerk or the Acting City Clerk, as the case may be, hereby certify:
In connection with the special mailed-ballot election called by the City Council (the “City Council”) of the City of Thousand Oaks (the “City”) on this same date in the proceedings of the City Council for the above-entitled District, I personally received signed, dated, and marked election ballots on behalf of the owners of property within the Annexation Territory. Copies of the completed ballots received by me and on file in my office are attached hereto.
Following such receipt, I have personally, and in the presence of all persons present, reviewed the ballots to confirm that they were properly marked and signed, and I hereby certify that the result of that count is as follows:
Support Oppose Total
Ballot Count
Dollar Amount
Assessment Percentage
Based upon the tabulation above, the votes that were cast are in favor of ___ or against ___ the ballot measure.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on ____________, 2023.
Laura B. Maguire
City Clerk
City of Thousand Oaks
By:
(Attach completed copies of Ballots)
DPW: 830-40\jlt\etm\Council\ 2023\060623\ LLAD 79-2 Levying of Annual Assessments Certificate Election of Results.docx Item No.11B
ATTACHMENT #7
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF THOUSAND OAKS ORDERING THE
ANNEXATION OF PROPERTY (HYDAM HOMES,
LLC, 2080 HILLCREST DRIVE AND VOGEL
PROPERTIES, INC., 1515 RANCHO CONEJO
BOULEVARD AND 1489 LAWRENCE DRIVE) TO
THOUSAND OAKS LANDSCAPE AND LIGHTING
ASSESSMENT DISTRICT NO. 79-2 AND LEVYING
ASSESSMENTS FOR FISCAL YEAR 2023-24
WHEREAS, the City Council has, by previous Resolution declared its intention to annex certain property to the Thousand Oaks Landscape and Lighting Assessment District No. 79-2 (hereinafter referred to as the “District”), which property has been designated for purposes of such proceedings as “Annexation Territory” and scheduled a public hearing thereon; and WHEREAS, the City Council has, by previous Resolution approved the Annexation Engineer’s Report (hereafter referred to as the “Engineer’s Report”) for the District for Fiscal Year 2023-24, and said Engineer’s Report sufficiently describes the Improvements and the assessments related thereto commencing with Fiscal Year 2023-24; and
WHEREAS, pursuant to Section 53753 of the Government Code, the City Council directed the City Clerk to mail notice of the proposed annexation and the proposed assessments and of the time and place of the public hearing thereon to the record owner of each parcel of property identified in the Engineer’s Report and further directed that each such mailed notice contain an assessment ballot upon which the property owner could indicate his or her support or opposition to the proposed assessments; and
WHEREAS, the City Council has conducted the public hearing with respect to the annexation of the territory proposed to be annexed to the District and has received a report from the City Clerk regarding the tabulation of the assessment ballots submitted, and not withdrawn, in support of or opposition to the proposed assessments advising that the ballots which were received were voted in favor of the proposed assessments and that a majority protest does not therefore exist.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
THOUSAND OAKS DOES HEREBY RESOLVE AS FOLLOWS:
Section 1 The preceding recitals are true and correct.
Item No.11B
3 2
1 1
Section 2 Based on public testimony, the facts presented, and its review of the Engineer’s Report and any amendments, as applicable, a copy of which has been presented to the City Council and has been filed with the City Clerk, the City Council hereby finds and determines that:
a. The proposed Annexation Territory receives special benefit from the operation, maintenance and servicing of lighting improvements and appurtenances, located in public places within the boundaries of the District; and,
b. The net amount to be assessed upon the Annexation
Territory is apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the estimated special benefits to be received by each parcel from the improvements and services and said apportionment of fees was approved by the property owners as defined in the Engineer’s Report.
Section 3 The assessments proposed to be levied on the lots and parcels comprising property annexed to the District, as Annexation Territory, for Fiscal Year 2023-24 in the amounts set forth in the Report and in the assessment ballots mailed to and returned by the owners of the property comprising the Annexation Territory shall be and are confirmed and levied. The assessments shall be levied annually on lots and parcels comprising the Annexation Territory as long as the assessments are necessary to finance the cost of the operation, maintenance, and servicing of lighting and appurtenant facilities within the District.
Section 4 The County Auditor of the County of Ventura shall enter on the County Assessment Roll opposite each eligible parcel of land the amount of levy so apportioned by the formula and method outlined in the Engineer’s Report, and such levies shall be collected at the same time and in the same manner as the County taxes are collected, pursuant to Chapter 4, Article 2, Section 22646 of the Act. After collection by the County, the net amount of the levy shall be paid to the City Treasurer.
Section 5 The City Clerk is hereby directed to enter this Resolution on the minutes of the City Council meeting which shall constitute the official declaration of annexation of territory into Thousand Oaks Landscape and Lighting Assessment District No. 79-2 and levy of assessments as outlined in the Engineer’s Report.
Item No.11B
3 2
1 1
Section 6 The City Clerk, or their designee, is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution, pursuant to Chapter 4, Article 1, Section 22641 of the Act.
Section 7 This Resolution shall become effective immediately upon its adoption.
Section 8 The City Clerk shall certify the adoption of this Resolution.
PASSED AND ADOPTED this 6 th day of June, 2023, by the following vote:
Ayes:
Noes:
Absent:
_______________________________
Kevin McNamee, Mayor
City of Thousand Oaks, California
ATTEST/CERTIFY:
_______________________________
Laura B. Maguire, City Clerk
Date Attested: ___________________
APPROVED AS TO FORM:
Office of the City Attorney
_______________________________
Tracy Friedl, Assistant City Attorney
APPROVED AS TO ADMINISTRATION:
_______________________________
Andrew P. Powers, City Manager
Item No.11B
3 2
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The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the City of Thousand Oaks City Council on the date cited above.
DPW: 830-40\jlt\etm\Council\ 2023\060623\ LLAD 79-2 Ordering Annexation and Levying of Annual Assessments.docx Item No.11B
TO:City Council
FROM:Community Funding Review Committee
DATE:June 6, 2023
SUBJECT: FY 2023-24 Community Social Service Grant Recommendations RECOMMENDATION:
1. Approve Community Social Service Grants totaling $100,000.
2. Authorize the City Manager or designee to execute Community Social Service Grant agreements with grantees.
3. Authorize expenditure in the amount of $100,000 from A/C #001-1120-611- 5920 (SS2024, Community Endowment Grant Account) for Community Social Service Grants.
4. Find that this action is not a project as defined under the California Environmental Quality Act.
FINANCIAL IMPACT:
No Additional Funding Requested. Minimal administrative staff costs associated with executing contracts and compliance monitoring, and grant funding in the amount of $100,000 will be requested in the upcoming FY 2023-24 General Fund Budget process.
BACKGROUND:
The City has been supporting local service providers through community grant programs for over 37 years. The Community Social Services Grant (SSG) provides programmatic support grants to local non-profit agencies offering essential public and social services to eligible low-income persons. The proposed FY 2023-24 General Fund Budget includes $100,000 for SSG. The SSG provides grantees a maximum grant award of $10,000 and a minimum grant award of $2,000.
Item No.14A
FY 2023-24 Community Social Service Grant Recommendations June 6, 2023