Tracy City Council
June 7, 2022

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task 2.4 - Community Workshop (1)
We will conduct one online/virtual (live) community workshop to meet with community residents, agencies, and key stakeholders. Utilizing this meeting format, we will provide a brief presentation summarizing the Housing Element Update process, background and contextual information including purpose, goals, objectives, contents and key issue and concerns. The presentations will include interactive live polls with the public followed by brief discussions of the results as well as questions and answers throughout the workshops. A key advantage of online is that it makes the meetings more convenient for individuals to attend from their homes or remotely; and it can be more easily accessible to some residents who would otherwise have to find transportation or have mobility issues. Another advantage of the online platform is the ability to record the workshop for later viewing, sharing and summary. Our budget assumes the City will arrange for translation services if requested.

Task Deliverables:
» VTA and MBI
» Transcripts of the written questions and answers, and information on workshop attendance.

Task 3 – Research and Analysis
Task 3.1 - Evaluation of the 2015-2023 Housing Element
As an initial task to the Housing Element update, we will review and evaluate the City’s progress in implementing the 2015-2023 Housing Element. The City’s 2021 Housing Element Annual Progress Report (APR) is a good starting point for this evaluation.

What’s New?
The review of past accomplishments must include a discussion on the City’s cumulative impact on addressi
ng the housing needs of special needs populations.

Task Deliverables:
» VTA lead
» Review of past accomplishments
Task 3.2 - Needs Analysis
The Housing Needs Assessment will contain the following topics to satisfy Government Code Section 65583(a) requirements: a) demographics, in come, and employment trends; b) household characteristics; c) housing stock characteristics; d) at-risk housing analysis; and analysis of special housing needs. We will utilize a variety of data sources to update the City’s Housing Element needs assessment. These include ACS, 2020 Census, Department of Finance population and housing estimates, State Employment Development Departme nt labor statistics, and housing market data, among others.

What’s New?
HCD requires specific information on farmworker population (including seasonal and migrant farmworkers). American Community Survey (ACS) data is not adequate to address this requirement.

If local farmworker population information is not av ailable, HCD will accept USDA Agriculture Census county-level data. HCD also requires specific information on the jurisdiction’s housing stock conditions based on local knowledge. ACS data on age of structure and availability of plumbing and heating facilities is not considered adequate.

City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task Deliverables:
» VTA lead
» Housing Needs Assessment
Task 3.3 - Housing Resources and Opportunities
We understand the City anticipates a Regional Housing Needs Allocation (RHNA) of about 8,830 units (4,873 lower income and 3,957 moderate/above moderate income units). This RHNA is a 78 percent increase from the City’s 5 th cycle RHNA of 4,976 units and may present a challenge to the City’s ability in meeting its RHNA.

What’s New?
New State laws on addressing the adequate sites requirement (AB 1397 and SB 166) have significant impacts on the sites inventory. AB 1397 places higher standards on the reuse of sites, reliance of nonvacant sites, and extreme sizes of sites (too small and too large). SB 166 requires a no-net loss accounting that necessitates a sites inventory with a comfortable 15-30 percent buffer.

We will use the current sites inventory as a starting point and work with the City to determine which sites are still viable RHNA sites based on new state law requirements. We will update the site selection criteria to identify new sites and reevaluate sites identified from the 5th Cycle Housing Element Land Inventory. As part of the site selection process, we will consider the General Plan policies and land use density range, zoning, available infrastructure, and opportunities within approved specific plans. We will formulate Genera l Plan and zoning strategies that will address additional housing unit capacity.

This task also assumes a high level of collaboration with City staff to identify and evaluate individual sites and essential development criteria and likeli hood based on local knowledge such as ownership status and interest, tenant st atus, stability and turnover, and particular opportunities and constraints. As part of the housing sites analysis, we will complete the following:

Document potential sites . We will prepare an inventory, map, and analysis illustrating the City’s capacity to accommodate the 6th Cycle RHNA. In keeping with State law, we will document the realistic development capacity of each site based on local development trends and/or proposed programs, and prepare a map showing all identifi ed sites. We recommend safe and defensible assumptions to facilitate HCD approval and to avoid and minimize the no net loss risks.

Review sites for whether they a ffirmatively further fair housing. We will prepare an evaluation of the sites to determine how they meet the AFFH rule and will work with City staff to determine if the sites identified in the inventory are located throughout the community in a manner that has the ability to affirmatively further an increase in fair housing.

Non-vacant sites analysis . We will complete an analysis of non- vacant sites to address a portion of the RHNA. As part of this task, we will analyze the realistic development potential within the planning period by considering the extent that a non-vacant site’s existing use impedes additional residential development, the jurisdiction’s past experience converting existing uses to higher density residential development, market trends and conditions.

Analyze the local housing trends to establish site potential estimates . Anticipated and actual project densities will be used to the project and will substantiate assumed future development yields of proposed RHNA sites. This task assumes that City staff will document and compare the maximum zoning density to the actual project yield, including percentage and types of affordable units from development projects built, approved or under review during the 5th cycle period.

City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Infrastructure co nstraints analysis . With supporting GIS data provided by the City, we will work to determine if parcels included in the sites inventor y have sufficient access to water, sewer, and dry utilities and adequate capacity to support housing development. This task assumes City staff will review existing General Plan programs or other mandatory programs or plans to secure sufficient water, sewer, and dry utilities supply and identi fy any potential limitations or constraints and improvements necessary to support housing develo pment on the site. This task does not include technical studies or evaluation.

Opportunities and Resources . In collaboration with key City staff, the Project Team will review and update the site inventory in the 2015-2023 Housing Element as needed, taking into consideration development that has occurred since adoption of the current document as well as the adequate sites requirements under the numerous new stat e housing laws adopted since the last housing element.

Rezoning Analyses (If Needed). If rezoning is necessary to meet the RHNA obligations, we will work with city staff to identify potential areas for rezoning to maintain an adequate housing sites inventory throughout the eight-year planning period.

Task Deliverables:
» MBI lead
» Review and evaluation of relevant background materials » Memorandum summarizing proposed methodological approach, housing project potential and yield trends, assumptions, and initial site inventory results and recommended options » Administrative Draft Housing Sites Inventory chapter, list, and map » Rezoning analyses, if required
Task 3.4 - Affirmatively Furthering Fair Housing (AFFH) We will prepare and incorporate a new appendix for the AFFH analysis. The federal AFFH rule requires the jurisdiction to take “deliberate action to explicitly address, combat, and relieve disparities resulting from past and current patte rns of segregation to foster more inclusive communities.” Assembly Bill 686 extended this AFFH requirement to cities and counties in California.

Cities must incorporate fair housing issues, analys is, goals, and actions when updating their housing element. As such, we will prepare an analysis of fair housing issues, identify contributing factors, develop goals and actions, and revi ew prior goals and actions. Fair housing issues to be assessed include review of fair housing enforcement and capacity, segregation and integration, racially/ ethnically concentrated areas of poverty, access to opportunity, and disproportionate housing needs and displacement risk. Analysis will consider loca l and regional patterns and trends, and local data and knowledge gathered from effective community engagement.

We will review, assess, and integrate as appropriat e the data and analyses from the City’s most current Analysis of Impediments to Fair Housing Choice. The Project Team has worked closely with HCD to fulfill the new and extensive AFFH guidance and HCD requirements.

Task Deliverables:
» MBI lead
» Review and evaluation of background materials
» Administrative Draft AFFH appendix
City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task 3.5 - Housing Constraints
We will identify potential governmental and non-governmental constraints to housing production, including environmental and infrastructural constrai nts. This analysis must contain a review of factors that may potentially constrain the development, improvement, and preservation of housing in Tracy. Factors to be reviewed include market, governmental, environmental, and infrastructural constraints.

We will update the City’s existing Housing Element with new state law requirements. Additional impediments may be identified based on discussions with staff and stakeholders.

What’s New?
The 6th cycle update will address new requirements for:
 AB 101 – Low Barrier Navigation Centers
 AB 139 – Parking
standards for emergency shelters
 AB 2162 –
Supportive housing meeting specific criteria and located with 0.5 mile from transit
 AB 1762, SB 1227, and AB 2345 – Density bonus
 SB 35 and objective development standards
 Compl
iance with transparency in development regulations
New Housing Element laws also require the assessme nt of non-governmental constraints, including NIMBYism, lending practices, shortage of labor, and other economic factors.

In addition, HCD has a new policy direction that re quires jurisdictions to address the provision of large residential care for seven or more persons.

Task Deliverables:
» VTA lead
» Housing Constraints analysis
Task 3.6 – Housing Goals, Policies, and Quantified Objectives Based upon the analyses and research conducted in the previous tasks, we will update the Housing Element. For each program included in the Housing Element, we will establish the timeframe for implementation, specific objectives, funding source s, and responsible agencies. The programs will satisfy requirements of Government Code Sections 65583(b) and (c).

What’s New?
New State laws require the Housing Plan include specific programs:
 By-right approval of reuse sites if 20 percent is set aside for affordable housing  Replace
ment housing for development on sites with existing uses  Monito
ring of no net loss
 Incentives to facilitate ADU development
 SB 35
and objective development standards
City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
 AFFH meaningful actions to promote housing mobility, access to opportunity, reduce displacement, provide fair housing outreach and enforcement, and implement place-based neighborhood improvements.

Task Deliverables:
» VTA lead
» Housing Plan
Task 4 – Housing Element Preparation
Task 4.1 – Draft Housing Element
We will prepare the following drafts: Administrative Draft for staff review; Public Review Draft for City Council Review; and HCD Review Draft.

What’s New?
AB 215 passed in 2021 (effective January 1, 2022) changes the public review process for the Housing Element:
 Draft Housing Element must be available for a 30-day review period prior to submitting to HCD for review
 If comments are received, the City must take at least 10 business days to address the comments prior to submitting to HCD for review
 HCD review of the Draft Housing Element is extended to 90 days (from the 60-day review under old law)
Task Deliverables:
» VTA and MBI
» Public Review Draft Housing Element
» HCD Review Draft Housing Element
Task 4.2 - Public Review Draft Study Session (1)
The Project Team will prepare and attend an in-person study session before the Planning Commission or City Council (or jointly) to obtain public input on the Public Review Draft Housing Element. The hearing will be held during the 30-day public review period and prior to the 90-day HCD review period. The presentation will summarize the purpose and content of the Housing Element, the process and input to date, key changes including any necessary rezoning and housing programs and will include opportunity for public comment. Our budget assumes the City will arrange for translation services if requested.

Task Deliverables:
» VTA and MBI
» Preparation of presentation for use at one (1) public meeting » Flyer in Spanish and English
» Attendance at one in-person public meeting (Planning Commission, or City Council, or jointly) City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task 4.2 – Housing Element and HCD Review
HCD review of the Draft Housing Element is mandatory. During the review, we will work to address all HCD comments. We will communicate with HCD and facilitate review of the revisions via revised pages. All revisions made to the Draft Ho using Element will be shown as tracked changes.

The
goal is to secure a Finding of Substantial Compliance on the Draft Element before proceeding to adoption. We have programmed our timeline to allow for two rounds of HCD review.

HCD revi
ew of the 6 th cycle updates has been stringent and the Housing Element receives heightened attention from housing advocates and community groups. The constant changes to State law also necessitate revisions or changes in strategy. Due to the complexity of the 6 th cycle update, HCD has indicated that most Housing Elements re quire a third round of review after adoption. Therefore, a contingency budget is included to accommodate additional revisions in the event that HCD and public comments are extensive and a third round of review is necessary.

Task Deliverables:
» VTA and MBI
» Preparation of revised Housing Element to address HCD comments Task 4.3 – Public Hearings for Adoption
We will conduct two in-person public hearings before the Planning Commission and City Council for the adoption of the Housing Element.

Task Deliverables:
» VTA and MBI
» Preparation of presentation for use at public hearings » Flyer in Spanish and English
» Attendance at in-person public hearings
Task 4.4 – State Certification
After adoption, the Housing Element must be submitted to HCD for its final review (60 days). We will follo
w through with assisting the City in achieving State certification of the Housing Element. Our proposed sche dule is int ended to give the City the bes t chance of completing the certification process
within the 120-day grace period of the statutory deadline. This task assumes an HCD letter of
substantial compliance on the Final Draft for adoption. We included a contingency budget to addre
ss final technical revisions that HCD may re quire for adoption. This scope does not include revisions or amendments if re-adoption of the housing element is required.

What’s New?
AB 1398 passed in 2021 changes the requirements of the Housing Element regarding timeline for rezoning. Housing Element is due within 120-day from the statutory deadline. This 120-day period is commonly known as the “grace period.” Prior to AB 1398, the Housing Element must be adopted within the grace period or jurisdictions are subject to a four-year mid-term update requirement.

AB1398 eliminated the four-year mid-term penalt y and instead focuses on making jurisdictions complete the necessary rezoning to accommodate the RHNA as soon as possible. Under AB 1398, a jurisdiction must achieve substantial compliance status within the grace period to have three years to complete the rezoning. If the City is unable to achieve compliance status within the grace period, it only gets one year to complete the necessary rezoning for RHNA.

City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task Deliverables:
» VTA and MBI
» Submittal of City adopted Housing Element to HCD for final 60-day review and certification » Coordination with HCD and City staff to discuss and address any remaining technica l comments and revisions to obtain certification
» One set of final revisions to address final technical comments from HCD during the 60-day review period
Task 5 – CEQA
Task 5.1 CEQA Initiation & Project Description
The Project Team recommends a Kickoff Meeting (via Zoom or Microsoft Teams) with the City to discuss the environmental constraints and considerations for the project. The Kickoff Meeting will be conducted to initiate the work effort, discuss the project’s key environmental considerations, review the project schedule, and confirm local CEQA processes.

Following the project Kickoff Meeting, The Project Team will prepare a draft project description for the proposed project for review and comment by City staff. This can begin when the sites analysis is near completion, and the nature and extent of any necessary rezoning can be determined.

This will allow a preliminary evaluation of potent ial impacts and determination of the appropriate CEQA documentation. After receiving comments and making the appropriate changes, we will submit a revised version of the project description, which will be the basis for the project’s environmental analysis.

There is no “one size fits all” approach to CEQA compliance for Housing Element updates. The Project Team will work collaboratively with City staff to outline the best path forward based on the overall objectives of the City. Considerations will include:
» Extent of rezoning actions to accommodate the RHNA allocation » Nature and scope of available planning documents, including the General Plan EIR, prior cycle Housing Element approvals, or recent major development project evaluations » Desired utility of CEQA process to streamline future housing approvals » Feasibility of meeting state schedule mandates
Once our team completes document reviews and addresses other considerations outlined above with City staff, we will provide a CEQA Strategy Memorandum that details the CEQA compliance path, key data needs to meet milestones, and a proposed scope and budget.

CEQA compliance costs and timelines could range from $25,000 and three months for an Addendum to the previously certified Environmental Impact Report (EIR), to approximately $250,000 and 12 months if a new EIR is required. If impacts can be avoided via mitigation, a Mitigated Negative Declaration (MND) could potentially be a “middle ground” solution. Our team would discuss and agree upon this refined effort, scope, and budget required to complete the CEQA review process with the City prior to initiating any work.

City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Task Deliverables:
» MBI lead
» Meeting with City staff
» Draft and Final Project Description
» Review and Analysis of existing CEQA documents
» CEQA Strategy Memorandum
» Proposed scope and fee for agreed upon approach
City of Tracy
6th Cycle Housing Element Update

107 S. Fair Oaks Avenue, Suite 212 P (626) 304-0440
Pasadena, CA 91105 F (626) 304-0005
Tam
Vander
Neut
Bueno/
Power VTA Wery
Barrall/
Peterson
Shannon/
Kreitman Tech
Michael
Baker Project
Task 200 $ 140 $ 120 $ Other Total 215$ 140 $ 120 $ 120 $ Other Total Total Task 1: Project Management and Coordination
Task 1.1: Project Kickoff Meeting (Virtual) 4 2 4 1,560 $ 4 2 4 1,620 $ 3,180$ Task 1.2: Project Management, Coordination, and Quality Control 48 9,600 $ 40 8,600 $ 18,200$ Task 2: Community Outreach and Engagement
Task 2.1: Outreach Materials 8 1,600 $ 8 24 4,600 $ 6,200$ Task 2.2: Joint Planning Commission/City Council Study Session ( 1) 8 4 500 $ 2,580 $ 8 2 500 $ 2,460 $ 5,040$ Task 2.3: Online Housing Needs Survey 4 40 5,600 $ - $ 5,600$ Task 2.4: Stakeholder Interviews (up to 15 interviews) 8 1,600 $ 8 40 6,520 $ 8,120$ Task 2.5: Community Workshop (Virtual) 8 12 3,040 $ 8 8 6 3,400 $ 6,440$ Task 3: Research and Analysis
Task 3.1: Evaluation of the 2015-2023 Housing Element 4 24 3,680$ - $ 3,680$ Task 3.2: Needs Analysis 12 12 80 13,680$ - $ 13,680$ Task 3.3: Housing Resources and Opportunities 16 3,200$ 16 20 60 30 17,040 $ 20,240$ Task 3.4: Affirmatively Furthering Fair Housing 4 8 1,760$ 8 10 70 40 16,320 $ 18,080$ Task 3.5: Housing Constraints 8 80 12 14,240$ - $ 14,240$ Task

3.6: Housing Goals, Policies, and Quantified Objectives 16 16 86 ,400$ 8 1,720 $ 8,120$ Task 4: Housing Element Preparation
Task 4.1: Draft Housing Element 16 40 20 11,200$ 8 8 20 4 5,720 $ 16,920$ Task 4.2: Public Review Draft Study Session (1) 8 4 500$ 2,580 $ 8 500 $ 2,220 $ 4,800$ Task 4.3: Housing Element and HCD Review 20 24 24 10,240$ 20 24 20 9,580 $ 19,820$ Task 4.4: Public Hearings (2) 16 8 1,000$ 5,160 $ 16 8 1,000 $ 5,560 $ 10,720$ Task 4.5: State Certification 2 8 1,520$ 2 8 1,390 $ 2,910$ Task 5: CEQA Intiation
Task 5.1: CEQA Intiation and Project Description 2 400$ 12 40 8,180 $ 8,580$ Required CEQA Documentation (to be determined)
Total 212 182 248 2,000 99,640 174 88 234 126 2,000 94,930 194,570 $ Contingency for HCD Review after A doption 15,000$
Exhibit B

APPROVED

AS TO FORM AND LEGALITY
________________________
CI
TY ATTORNEY’S OFFICE
TRA

CY CITY COUNCIL
RES
OLUTION 2022-_____
APPRO

VING A PROFESSIONAL SERVICES AGREEMENT WITH VERONICA
TAM & ASSOCIATES, INC. FOR THE HOUSING ELEMENT UPDATE PROJECT WHERE
AS, In accordance with California Government Code Section 65588, the General Plan Housing Element shall be periodically reviewed and revised, the next update, of which is due by December 31, 2023; and

WHEREAS, O
n December 14, 2021, the Development Services Department published a Request for Proposals for the Housing Element Update project and two timely proposals were submitted for City review; and
WHERE
AS, The proposal submitted by Veronica Tam & Associates, Inc. (VTA) best meets the City’s needs by demonstrating the competence and professional qualifications necessary for the satisfactory performance of the Housing Element Update project; and WHERE
AS, The proposal from VTA includes an estimated cost of $209,570; and WHERE
AS, These consultant costs will be paid by funds from State grants recently awarded to the City: SB 2, Local Early Action Planning, and Regional Early Action Planning grants; and now, therefore; be it
RESOL
VED: That the Tracy City Council of the City of Tracy hereby approves the Professional Services Agreement with Veronica Tam & Associates, Inc. for the Housing Element Update project as indicated in Attachment A.
* * * * * * * * * * *

The foregoing Resolution 2022-_____ was passed and adopted by the Tracy City Council on the 7th day of June 2022, by the following vote:

AYES: COUNCIL MEMBERS:

NOES:

COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTENTION: COUNCIL MEMBERS:
___________________________
NANCY
D. YOUNG
Mayor of the City of Tracy, California
ATTEST:
_____________________________
ADRI

ANNE RICHARDSON
City Clerk and Clerk of the Council of the
City of Tracy, California
June 7, 2022
AGENDA ITEM 1.F

REQUEST
ADOPT THE FOLLOWING RESOLUTIONS: (1) INITIATING PROCEEDINGS FOR

THE ANNUAL LEVY OF ASSESSMENTS AND ORDERING

PREPARATION OF AN
ENGINEER’S REPORT FOR THE TRACY CONSOLIDATED LANDSCAPE

MAINTENANCE DISTRICT PURSUANT TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972 FOR FISCAL YEAR 2022/2023, (2) APPROVING THE PRELIMINARY ENGINEER’S REPORT REGARDING THE

PROPOSED LEVY AND COLLECTION OF ASSESSMENTS FOR THE TRACY

CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR FISCAL YEAR 2022/2023, AND (3) DECLARING THE CITY OF TRACY'S INTENTION TO

LEVY ANNUAL ASSESSMENTS FOR THE TRACY CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT FOR FISCAL YEAR 2022/2023 AND SETTING A PUBLIC HEARING ON JULY 5, 2022 AT 7:00 PM TO CONSIDER THE SAME IN ACCORDANCE WITH THE LANDSCAPING AND LIGHTING ACT OF 1972

EXECUTIVE SUMMARY
Each year, the City Council is required to review and consider approval of the Tracy C
onsolidated Landscape Maintenance District (District) Engineer’s Report for the new fiscal
year. The approval process consists of two steps: (1) the actions being requested herein; and (2) schedule a Public Hearing for July 5, 20 22, where the City Council will be asked for final approval of the Engineer’s Report and to authorize the levying and collectio
n of special assessments needed to maintain the LMD’s landscaping and related appurtenances in the new fiscal year.

Expenditures for Fiscal Year 2022/2023 are estimated to be $4,380,599, including regular maintenance and capital improvement projects. The total revenues are broken down in the following manner: levying
of assessments and use of LMD reserves is estimated to be $4,259,043; $20,000 from the Drainage Fund to cover a portion of the costs for channel way/bike pat
h landscape improvements; and $119,000 from General Fund for improve
ments and maintenance that are largely of general benefit.

DISCUSSION
The purpose of this annual agenda item is for the City Council to consider and adopt the three resolutions presented which will initiate proceedings to allow the City to: (1) proceed with the annual levy of assessments for the fiscal year commencing July 1, 2022
and ending June 30, 2023; (2) approve the preliminary Engineer’s Report; and (3) set a public hearing date for July 5, 2022 at which time the City Council will consider public testimony before taking the necessary actions to finalize the assessments for fiscal year 2022/2023.

Agenda Item 1.F
June 7, 2022

ASSESSMENT LEVIES
Maximum assessment rates were previously approved by the District’s property owners during district formations. Although maximum rates were approved, the assessments levied for the 41 assessable zones are based upon whether the needs of each zone warrant the levying of the maximum approved rates or a lesser rate.

It is recognized that the cost of maintaining the improvements increases slightly each year because of inflation. Therefore, in order to offset inflationary increases that affect service costs to the District, assessments include a formula for increasing the maximum assessment rates for each future fiscal year1. These annual increases have not been sufficient to keep up with the cost of services. This has resulted in a reduction in service levels in some zones, and an inability to perform needed renovations or amenity improvements/replacements in various zones. On average, for the entire District, it has been almost 25 years since rates have been increased beyond the annual inflationary rate increases.

The annual inflationary rate increase allows the maximum rates to be increased by three percent or the percentage increase of the Consumer Price Index (CPI) for the San Francisco-Oakland-San Jose Area Region, whichever is less. The District’s assessment formula complies with Government Code Section 54954.6 (a), and was approved by the City Council and the original District Property Owners. The percentage difference for the CPI applicable for the period of June 2020 to June 2021 was 3.15%. The Engineer’s Report states that the Maximum Assessments may be increased by the lesser of 3% or CPI. Therefore, the maximum assessment rates allowed for Fiscal Year 2022/2023 will be adjusted by 3% over the prior year’s maximum assessment rates. Although inflationary rates may be applied to the maximum voter-approved rates, only the assessment amount needed for maintenance will be levied.

Note: To increase the rates beyond the existing maximum rates, with the exception of inflationary increases, requires a vote of the property owners within each zone, per Proposition 218.

Based upon the estimated costs and expenditures to maintain the long and short-term landscaping and improvements within the District, staff recommends approval of the assigned assessment rates found in Part II (“Estimate of Costs”) of the Engineer’s Report for fiscal year 2022/2023. Of the 41 assessable zones, 26 zones will be assessed the maximum assessment rates allowed for Fiscal Year 2022/2023 due to operational needs including use of reserves for insufficient annual funding to cover basic maintenance costs and/or due to increased capital spending; seven zones will be assessed at a level below their maximum rate due to lower operating costs; and eight zones will not be assessed due to a Home Owners Association providing maintenance, adequate reserves, no improvements, or the zone providing a general benefit to the City of Tracy.
1 This does not necessarily mean that the inflated rate will be levied. The assessments levied will be based upon the estimated costs of maintenance.

Agenda Item 1.F
June 7, 2022

STRATEGIC PLAN
This agenda item is a routine operational item and does not relate to the Council’s Strategic Plan.

FISCAL IMPACT
Revenue for operations, maintenance and capital replacement in the District is proposed to be from the following sources:

Assessments $3,759,043
Drainage Fund $ 20,000
General Fund $ 119,000
Zone Capital Reserves $ 480,168
Grand Total $4,378,211
The total expenditures for the LMD for Fiscal Year 2022/2023 are estimated to be $4,380,599.

RECOMMENDATION
It is recommended that the City Council adopt a resolution: (1) initiating procedures for the levy and collection of assessments for the fiscal year 2022/2023; (2) approving the Preliminary Engineer’s Report, and (3) declaring the City’s intention to levy and collect assessments and setting a public hearing for Tuesday, July 5, 2022, at 7:00 P.M. to discuss this same item before taking final action.

At
the Public Hearing, the City Council shall hear all public testimony regarding the District and assessments before taking final action to approve the levy of assessments.

Prepared by: Robin Kloepfer, Management Analyst II
Reviewed by: Don Scholl, Director of Public Works
Karin Schnaider, Director of Finance
Midori Lichtwardt, Assistant City Manager
Approved by: Michael Rogers, City Manager

ATTACHMENTS
Attachment A – FY 22/23 Preliminary Engineer’s Report

CITY OF TRACY
PRELIMINARY ENGINEER’S REPORT
FISCAL YEAR 2022-23

CONSOLIDATED LANDSCAPE MAINTENANCE

DISTRICT
June 2022
Prepared by
Harris & Associates
1401 Willow Pass Road, Suite 500
Concord, CA 94520
www.weareharris.com

ATTACHMENT 'A'
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

ENGINEER’S REPORT FOR
FISCAL YEAR 2022-23

CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT
City of Tracy
State of California

APPROVED BY THE CITY COUNCIL FOR THE CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT OF THE CITY OF TRACY, STATE OF CALIFORNIA ON THE _____ DAY OF _________.

_________________________________

ADRIANNE RICHARDSON

CITY CLERK

CITY OF TRACY

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

TABLE OF CONTENTS
Table of Contents
Introduction 1
Impacts of Proposition 218 2
Statement of Assessment Engineer 3
Part I – Plans and Specifications 5
Part II – Estimate of Costs 10
Part III – Quantification of Benefit 55
Part IV – Method of Assessment 56
Part V – Assessment Diagram 60
Part VI – Assessment Roll 61
Appendices
Appendix A – Improvement Areas by Zone
Appendix B – Consolidated Landscape Maintenance Map
Appendix C – Assessment Roll

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

1 INTRODUCTION
The City of Tracy (the “City”), is the second most populated city in San Joaquin County. The City population is approximately 95,000. Tracy is located inside a geographic triangle formed by Interstate 205 on the north side, Interstate 5 to the east, and Interstate 580 to the southwest; this has given rise to Tracy's motto, now recorded on the City's website: "Think Inside the Triangle".

Prior to Fiscal Year 2003-04, the City levied and managed three individual landscape maintenance districts identified as:

• Tracy Landscape and Lighting Assessment District 8501 formed in 1985; • Tracy Landscape and Lighting Assessment District 8801 formed in 1988; and, • Tracy Landscape and Lighting Assessment District 9802 formed in 1998.

Each of these original districts was formed with various Zones, and with specific areas of improvement. The parcels receiving benefit from those improvements have been assessed the costs of maintaining those improvements. At that time, the three original districts included thirty (30) different Zones. Each Zone included specific improvements that were installed as a condition of approval and the Zone improvements were maintained for the benefit of those properties.

In Fiscal Year 2003-04 the City consolidated the three existing districts into a single district pursuant to Section 22605 (d) of the 1972 Act and established the Tracy Consolidated Landscape Maintenance District. As part of the consolidation, the improvements associated with various Zones were clo sely evaluated and it was determined that in some areas, the special benefits to properties could be more refined by expanding the existing thirty (30) Zones to thirty-seven (37) Zones.

Several annexations have taken place over the subsequent years and there are now 4 1 Zones within the District. Each annexation was made pursuant to the 1972 Act and the substantive and procedural requirements of the Proposition 218.

As required by the Landscaping and Lighting Act of 1972, this Engineer's Report describes t he improvements to be constructed, operated, maintained and serviced by the District, provides an estimated budget for the District, and lists the proposed assessments to be levied upon each assessable lot or parcel within the District. Following the approval of the preliminary report, either as submitted or as modified, the City Council will hold a Public Hearing to provide an opportunity for any interested person to be heard. All property owners must be noticed in accordance with Section 22626 of the Str eets and Highways Code prior to the Public Hearing. At the conclusion of the Public Hearing, the City Council may adopt a resolution confirming the levy of assessments as originally proposed or as modified.

Following the adoption of this resolution, the final assessor's roll will be prepared and filed with the County Tax Collector's office to be included on the FY 2022-23 tax roll.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

2 IMPACTS OF PROPOSITION 218
On November 5, 1996 California voters approved Proposition 218 entitled "Right to Vote on Taxes Act" which added Article XIIID to the California Constitution. While its title refers only to taxes, Proposition 218 establishes new procedural requirements for the formation and administration of assessment districts.

Proposition 218 also requires that with certain specified exceptions, which are described below, all existing assessment districts must be ratified by the property owners within the District using the new procedures.

Some of these exceptions include:
1) Any assessment imposed exclusively to finance the capital cost or maintenance and operation expenses for streets.
2) Any assessments levied pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed.

However, even if assessments are initially exempt from Proposition 218, if the assessments are increased in the future, the City will need to comply with the provisions of Proposition 218 for that portion of the increased assessment unless the increase in assessment was anticipated in the assessment formula (e.g., CPI increase).

Proposition 218 does not define this term “streets”, however, following the passage of Proposition 218 based on conversations with other public agency officials, attorneys, assessment engineers and Senate Bill 919, we determined that “streets” include all public improvements located within the street right-of- way. This would include median and parkway landscaping, t raffic signals, safety lighting and street lighting.

It was also determined that if assessments were imposed as a condition of development and property owners agreed to the imposition of assessments and subsequently signed a development agreement confirming so, then this would suffice for the requirement of signing a petition.

The more difficult question arose in those situations where the levy of assessments was imposed as a condition of approval for land development or subdivision where the property owner did not enter into a development agreement. In those cases, if the landscape, park, or street light facilities and the resulting assessment were a condition of the land development or subdivisions approval and the property owner acquiesces to the levy of assessment, it is reasoned that this was a functional equivalent of giving express consent or signing a petition requesting the imposition of the assessment. Even the Howard Jarvis Taxpayers' Association seems to tacitly support this conclusion in its "Statement of Drafters' Intent". When discussing the exemption for existing assessments imposed pursuant to a petition, the taxpayers' association said:
"This provision exempts most land secured financing arrangements used by developers." Clearly acceptance of a condition of approval of a development or subdivision which requires that imposition of assessments is a common form of land secured financing used by developers to fund street lighting or landscape maintenance.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

3 STATEMENT OF ASSESSMENT ENGINEER
Statement of Assessment Engineer
AGENCY: CITY OF TRACY
PROJECT: CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT
TO: THE CITY COUNCIL

CITY OF TRACY

STATE OF CALIFORNIA
ENGINEER’S REPORT FOR FISCAL YEAR 202 2-23
The preparation of this Annual Engineer’s Report (“Report”) is in conformance with the obligation of the City Council for the Consolidated Landscape Maintenance District of the City of Tracy to provide landscape maintenance services upon each lot or parcel of land in the district in proportion to the estimated benefit to be received by each such lot or parcel of land for Fiscal Year 2022-23.

Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Stree ts and Highways Code of the State of California, commencing with Section 22500) (“Act”), Article XIIID, Section 4(a) of the State of California Constitution, and in accordance with the City of Tracy’s Resolution being adopted by the City Council for the Consolidated Landscape Maintenance District on the 7th day of June, this Report has been ordered for:

CONSOLIDATED LAN DSCAPE MAINTENANCE DISTRICT
(Hereinafter referred to as the “District”),
I, Alison Bouley, authorized representative of the District, the duly appointed Assessment Engineer submit the following Report which consists of the following six (6) parts and Appendices:

PART I
Plans and Specifications : Plan s and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and are incorporated herein by reference.

PART II
Es
timate of Cost: An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk and incorporated herein by reference.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

4 PART III
Quantification of Benefit: Th e quantification of benefit identifies, separates and quantifies the general and special benefits received by each parcel in the District, for the services received and the improvements provided.

PART IV
Method of Assessment: The me thod of assessment indicates the proposed levy of the net amount of the costs and expenses of the improvements to be levied upon the parcels of land within the District, in proportion to the estimated benefits to be received by such parcels.

PART V
Asse
ssment Diagram: Th e diagram of the district and zone boundaries showing the exterior boundaries of the Assessment District and all Zones, and the lines and dimensions of each lot or parcel of land within the Assessment District. The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of San Joaquin for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. Appendix A desc ribes the Improvement Areas of the District by Zone.

Appendix B provides the Consolidated Landscape Maintenance District Map.

PART VI
Assessment Ro
ll: An assessment of the estimated cost of the improvements on each benefiting lot or parcel of land within the District. The proposed Assessment Roll using the Fiscal Year 2021-22 assessment rates are included in this Report as Appendix C.

Appendices
Ap
pendix A – Improvement Areas by Zone
Appendix B – Consolidated Landscape Maintenance District Map Appendix C – Assessment Roll
In conclusion, it is my opinion that the costs and expenses of the District have been assessed to the lots and parcels within the boundaries of the District in proportion to the estimated bene fits to be received by each lot or parcel from the services provided.

DATED this d ay of , 2022

___________________________________________
Alison Bouley, P.E., Assessment Engineer
R.C.E. No. C61383
Engineer of Work

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

5 PART I – PLANS AND SPECIFICATIONS

DESCRIPTION OF IMPROVEMENTS

FOR THE CITY OF TRACY

CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT
FISCAL YEAR 2022-23
The District assessments provide for the continued maintenance, servicing, administration and operation of specific landscaped areas and associated appurtenances for each of the forty -one (41) Zones in the District. It has been determined that the assessed parcels within each Zone receive special benefits from various landscape improvements that may include, but are not limited to: ground cover, turf, shrubs, trees, irrigation systems, drainage and electrical systems, masonry walls or other fencing, entrywa y monuments or other ornamental structures, recreational equipment, hardscapes and any associated appurtenances within medians, parkways, dedicated easements, channel -ways, parks or open space areas within each Zone. Services provided include the necessar y operations, administration, and maintenance required to keep the improvements in a healthy, vigorous, and satisfactory condition or are necessary or convenient for the maintenance of the improvements. The continued maintenance of these improvements shall be budgeted and reviewed each fiscal year and fully or partially funded through the annual assessments. A listing of the improvement areas for each Zone is shown in Appendix A.

All assessable parcels identified as being within each Zone share in both the cost and the benefits of the improvements. The costs and expenses associated with the improvements in each Zone are equitably spread among all benefitting parcels within that Zone and only parcels that receive special benefit from the improvements are assessed in proportion to benefit received. The funds collected from the assessments are dispersed and used for the services and operations provided within the District.

Properties receive the following special benefits from the District landscape improvements:
• Enhanced desirability of properties through association with the improvements and the aesthetic value of green space within the area.
• Improved aesthetic appeal of properties providing a positive representation of the area. • Enhanced adaptation of the urban environment within the natural environment from adequate green space and landscaping.
• Environmental enhancement through improved erosion resistance, dust and debris control and reduced noise and air pollution.
• Reduced vandalism and criminal activity resulting from well-maintained surroundings and amenities. • The special enhancements of the properties that results from the above benefits.

The proposed budgets and maintenance costs for various Zones may include the following long-term cyclical maintenance programs:

1. Tree Maintenance Programs (Arterial, Parkway Street and Park Tree Maintenance);

2. Streetscape Revitalization and Rehabilitation Program and;

3. Park Rehabilitation and Renovation Program.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

6 The total amount to provide these programs in each Zone where these services apply is greater than can be conveniently raised from a single annual assessment and the estimated costs of these programs for each Zone shall be raised and collected in installments as part of the annual assessments. The individual Budget pages for each Zone detail the amounts collected and/or expended each year.

The City developed these programs to fund periodic and programmed maintenance, renovation, rehabilitation, replacement and revitalization of District improvements. The City has carefully reviewed each of the associated program costs and the corresponding collection of funds has been proportionately spread to each parcel based on special benefits received from the services to be rendered within their Zone over an extended period.

Tree Maintenance Program
The Tree Maintenance program may include both routine and emergency maintenance for the District trees, whether those trees are along streets or within parks . In the Zones assessed for this program, the following may apply:

1. Parkway street-tree maintenance, targets the trees associated with individual properties within the District installed by the City or developer that are located in the public right- of-way or City easement which the District is responsible for maintaining. This program addresses two specific maintenance issues:
• Regular trimming and pruning of the street-trees. This program is designed to trim and prune all street-trees within the applicable Zones on a five to seven year rotation or as needed to ensure the health and growth of the trees.
• Removal and replacement of the street-trees. The program provides for the removal and replacement of damaged or diseased trees as needed, or removal of trees whose growth has, or will potentially cause damage to existing structures such as underground utilities or sidewalks. This program may also include the replacement or repair of surrounding City improvements as needed.

2. Arterial-tree maintenance, targets the trees associated with the parkways and medians on the arterial streets adjacent to or surrounding the Zones. Similar to the parkway street-tree program, this program addresses two specific maintenance issues:
• Regular trimming and pruning of the arterial-trees, which includes trimming and pruning of the arterial-trees as needed to ensure the health and growth of the trees. • Removal and replacement of the arterial-trees, including the removal or replacement of damaged or diseased trees as needed, or removal of trees whose growth has or will potentially cause damage to existing landscape improvements, sidewalks or curbs. This program may include replacement or repair of surrounding City improvements as needed.

3. Park-tree maintenance, targets the trees within the various Parks of the District/Zones. Similar to the parkway and arterial street-tree program, this program addresses two specific maintenance issues:
• Regular trimming and pruning of the Park-trees, which includes trimming and pruning of the trees as needed to ensure the health and growth of the trees.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

7 • Removal and replacement of the Park-trees, including the removal or replacement of damaged or diseased trees, or removal of trees whose growth has or will potentially cause damage to existing landscape improvements, sidewalks or curbs. This program may include the replacement or repair of surrounding City improvements as needed.

Assessments for the tree maintenance program shall be collected from only those parcels and Zones identified as receiving special benefit from each of the specific services provided. Each parcel within the District that benefits from the various tree maintenance services is assessed on an annual installment basis to meet its proportional share of the cost and expenses associated with the tree maintenance, which is planned every five to seven years, depending upon Zone funding availability.

Streetscape Revitalization and Rehabilitation Program
The Streetscape Revitalization and Rehabilitation program includes, but is not limited to the following and may include routine or emergency maintenance.

1. Removal or replacement of existing dead/dying plant materials within the medians and parkway-landscaped areas.

2. Removal of existing plant materials and replacement with new plant material or non-plant materials within the medians and parkway-landscaped areas.

3. Upgrades or renovation to the irrigation or drainage systems, electrical systems or water meters, hardscape improvements associated with the landscaping such as confirmed City sound walls, walking paths, soil and stamped concrete.

Assessments for the streetscape program shall be collected from only those parcels and Zones identified as receiving special benefit from parkway and median landscaped areas. Each parcel within the District that benefits from the streetscape revitalization and rehabilitation services is assessed on an annual installment basis to meet its proportional share of the cost and expenses associated with the program, which is planned every ten years. This program is designed to ensure the long -term maintenance of all streetscape landscaping within the District.

Park Rehabilitation and Renovation Program
There are specific costs associated the annual and regular maintenance of park improvements and facilities which are included in the annual maintenance expenses of those Zones that benefit from the parks associated with that Zone. However, the cost of periodically repairing, replacing, and upgrading the landscaping and facilities within these parks cannot be reasonably collected in a single annual assessment.

Therefore, the City has established a long-term park rehabilitation and renovation program that includes the design repair and reconstruction of parks within the District.

The program anticipates revitalization design in the 13th year of a park’s life, with the revitalization occurring in the 15th year. Each parcel within the District that benefits from the park rehabilitation and renovation services is assessed on an annual installment basis to meet its proportional share of the c ost and expenses associated with the program. However, with current inflation rates, the majority of Zones are unable to keep up with the accelerating maintenance costs.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

8 The costs of providing for the annual and regular maintenance of the landscape improvements as well as the long- term maintenance programs for the District have been identified as a special benefit to properties within the District. Although the location of the improvements may be visible to properties outside the District or to the public at large, the improvements have been installed and are maintained for the benefit of properties within the District. As such, there is no quantifiable general benefit from the improvements to persons or properties outside the District. The portion of the costs associated with the maintenance of the Channel -ways and the landscaped areas on Eleventh Street , generally between Lammers Road and the Railroad Tracks east of Corral Hollow Road , benefit both properties within the adjacent Zones as well as properties that are not within the District and it has been determined that the City will contribute funds to the District for the maintenance of these areas.

The assessments and Method of Assessment described in this Report utilize commonly accepted assessment engineering practices and have been established pursuant to the 1972 Act and the provisions of Proposition 218. The assessment amount for each Zone is based only on the services and improvements associated with that Zone. All assessments are apportioned based upon the special benefit received by the properties within each Zone and are over and above any general benefit conferred on the public at large. Any new or increased assessments will be subject to the substantive and procedural requirements of Proposition 218. Property owner ballot proceedings are not required if the proposed annual assessment rate is less than or equal to the maximum assessment rate previously approved for each of the Zones.

In any given fiscal year, if the assessment revenue will not allow for full maintenance service in a particular Zone, City staff will determine the scope of work to be performed, and any necessary reductions in t he scope of work will likely include, but not be limited to, the reduction or elimination of the long -term renovation and rehabilitation programs and some or all of the following:

Turf Areas
• Reduced frequency of mowing and edging turf areas. Full scope includes mowing and edging turf areas regularly.
• No fertilization. Full scope includes fertilization multiple times a year. Limited/elimination of weed control.
• Limited/elimination of aeration.

Ground Cover/Shrub Areas
• Limited/elimination of emergent weed control. No fertilization. • Limited/elimination of mowing or removal of dead plants and leaves. • Limited/elimination of vine trimming.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

9 General Landscaping
• Limited/elimination of removal of tree stakes and ties. Limited/elimination of trash pick-up in landscaping areas.
• Limited/elimination of weed and litter control for gutters, curbs, parking lots and walkways and adjacent to contract areas.
• Administration and operations of the landscaping Zones.

The proposed assessments described in this Report are based on the estimated costs associated with the regular annual maintenance, operation and servicing of landscape improvements within each Zone. The total cost of these improvements are proportionately spread to only the properties within each respective Zone based on a method of apportionment that reflects the direct and proportional special benefits to each property. In addition to the regular annual maintenance of the landscape improvements, various Zone budgets include the collection of funds associated with specific long-term maintenance and rehabilitation programs identified as: Tree Maintenance Programs; Streetscape Revitalization and Rehabilitation Program; and Park Rehabilitation and Renovation Program. The funds collected for these programs are proportionally collected from only those Zones for which these programs are provided.

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

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

10 PART II – ESTIMATE OF COSTS
The estimated costs of maintenance and servicing the improvements for the District as described in Part B, Plans and Specifications, for each Zone are summarized in the Zone budget tables on pages 13-53. A summary table of consolidated costs for all 41 Zones in the District is provided on page 54 of this Report.

The following is a description of the budget items including maintenance, replacement, power costs for supplying electrical energy for the illumination of the decorative lights, irrigation systems, City administrative and personnel services for the annual administration, San Joaquin County costs related to placing assessments onto the tax roll, and any Reserve collections.

Description of Budget Items
Personnel – 5100
• Field & Supervisory Personnel. The cost associated to City staff for providing non-scheduled repairs, graffiti removal, operations and maintenance of the improvements, etc. within the Zones.

Contracted Services – 5200
• Contracted Maintenance Contracts. Includes all regularly scheduled labor, material, e.g. fertilizer, insecticides, etc., and equipment required to properly maintain and ensure the satisfactory condition of all landscaping, irrigation and drainage systems, and appurtenant facilities. • Utilities. Th
e cost of water, sewer, and electrical utilities necessary to maintain improvements within the Zones.
• County Collection Fee. The cost to the Consolidated District for the County to collect the assessments on the property tax bills. Cost is the lesser of $3.00 per parcel or 1% of the total amount placed onto the tax roll.
• LMD Administration. Th e costs of contracting with professionals to provide services specific to the levy administration, including preparation of the Engineer’s Report, resolutions, and levy submittal to the County. These fees can also include any additional administrative, legal, or engineering services specific to the District such as the cost to prepare and mail notices of the public meeting and hearing.

Materials – 5300
• Supplies. Includes supplies to maintain or repair irrigation system, playgrounds, plant material, etc.

Capital Project – 5600
• Capital Improvement Projects. These costs include the long -term replacement costs of improvements that cannot be paid for during a single fiscal year. Funds are collected over several years to pay for replacement costs.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

11 Overhead – 5900
• Business expense not chargeable to a particular part of the District (ex: insurance, etc.) Internal Service - 5400
Indirect Costs. Incidental costs and expenses of the City associated with the operation and administration of the District and the cost of maintenance, services and incidentals not included above. (ex. vehicle or building maintenance)
Long-Term Cyclical Maintenance. In cludes the following and will be reflected in the 5200 or 5300 category for the year the funds will be expensed.
• Streetscape Revitalization & Rehabilitation. Thi s represents the zone’s annual installment for participation in the Streetscape Revitalization and Rehabilitation program. • Arterial Street Tree Maintenance. Thi s represents the zone’s annual installment for participation in the Arterial Street Tree Maintenance program. • Street Tree Maintenance. Th is represents the zone’s annual installment for participation in the Street Tree Maintenance program.
• Park Tree Maint enance. This represents the zone’s annual installment for participation in the Tree Maintenance program, specific to Parks.
• Park Rehabilitation & Renovation. Thi s represents the zone’s annual installment for participation in the Park Rehabilitation and Renovation program.

Zone Reserve Adjustments. Eac h Zone has its own Reserve Fund and monies are used from the Reserve Funds to reduce assessment amounts to individual parcels or to contribute to the Zone Reserve Funds, whether Operating Reserves or Capital Reserves.

County Collection Fee. The c ost to the Consolidated District for the County to collect the assessments on the property tax bills. Cost is the lesser of $3.00 per parcel or 1% of the total amount placed onto the tax roll.

Capital Improvement Projects. Thes e costs include the long-term replacement costs of improvements that cannot be paid for during a single fiscal year. Funds are collected over several years to pay for those replacement costs.

Zone Reserve Adjustments. Eac
h Zone has its own Reserve Fund and monies are used from the Reserve Funds to reduce assessment amounts to individual parcels or to contribute to the Zone Reserve Funds, whether Operating Reserves or Capital Reserves.

Special Tax Support. Pr
oceeds allocated to the City per Measure V, Special Transportation Tax, and Gas Tax that can be utilized for maintenance expenses in Zones where the City maintains the arterial, median and right- of-way landscaping.

General Fund Support. Rep resents the City’s contribution to the Zones for any general benefit that the improvements within the Zones may have impact on other properties or the public at large.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

12 Drainage Fund Support. Represents the City’s contribution to the Zones for any channel way that the improvements within the Zones may have impact on other properties or the public at large.

Balance to Levy. This is the total amount to be levied and collected through assessments for the current fiscal year. It represents the sum of Total Expenses and Other Revenues subtracting the General Fund Support and the Drainage Fund Support.

Variance. A variance may be seen between the Levy per EDU and the Maximum Levy per EDU. The va riance occurs because the Special Assessments required to meet expenses for the current fiscal year are below the maximum level. The Maximum Levy per EDU is based upon the total expenses for all improvements both existing and those planned for the future.

Total Parcels Levied. The t otal number of parcels within the Zones that will receive the special benefits during the current fiscal year.

Total EDUs. The t otal Equivalent Dwelling Units within the Zones applied to the parcels described above.

Proposed Levy per EDU. This amount represents the rate being applied to each parcel’s individual EDU. The Levy per EDU is the result of dividing the “Special Assessment to Levy” by the Total EDUs of the Zones for the fiscal year. This rate is rounded to the nearest even pennies.

Maximum Levy per EDU. Thi
s is the rate per EDU approved by property owners within the Zone, in accordance with Proposition 218, adjusted for inflation as described in the Method of Apportionment. This rate is rounded to the nearest penny.

Budget Tables
Budget tables for each zone and a summary table for the District are presented on the following pages.

The following footnotes apply to all the Budgets:

1. Direct Costs for 2023-24 and 2024-25 are equal to the current year’s proposed amount plus 3% escalation to account for inflation. This is shown as an estimate only.

2. Administration Costs for 2023-24 and 2024-25 are equal to the current year’s proposed amount plus 3% escalation to account for inflation, except for the County Collection Fee, which is equal to the lesser of $3 per parcel or 1% of the levy amount.

3. Levy Adjustments for 2023-24 and 2024-25 are equal to the current year’s proposed amount plus 3% escalation to account for inflation, except for the Zone Reserve Adjustments, which equals the amount necessary to maintain the assessment rate that is at or below the maximum allowable assessment rate for that year.

4. The Maximum Assessment Rate for 2023-24 and 2024-25 are equal to the current year’s Maximum Assessment Rate, plus 3% escalation for inflation. The actual escalation rate is detailed on page 59 of this Report, Assessment Range Formula.

5. The Beginning Fund Balances shown on each Budget page includes both the Operating and Cyclical Reserve amounts, and are projections of the April 2022 year-to-date estimates.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

13 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $11,138 $11,472 $11,816
Contracted Services - 5200 $12,160 $12,525 $12,901
Materials - 5300 $3,840 $3,955 $4,074
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $27,138 $27,952 $28,791
Overhead - 5900 $2,134 $2,198 $2,264
Internal Services - 5400 $3,401 $3,503 $3,608
County Collection Fee $416 $429 $442
TOTAL ADMINISTRATION $5,951 $6,129 $6,313
TOTAL DIRECT AND ADMIN COSTS $33,089 $34,082 $35,104
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $9,478 $9,762 $10,053
Special Tax Support $0 $0 $2
General Fund - 101 ($422) ($435) ($448)
Storm Drain Fund - 101 ($522) ($537) ($554)
TOTAL ADJUSTMENTS $8,534 $8,790 $9,054
Balance to Levy $41,623 $42,872 $44,158
Total Revenue at Maximum Rate $41,623 $42,872 $44,158
Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 294 294 294
Total Parcels Levied 294 294 294
Total EDUs 617.00 617.00 617.00
Total EDUs Levied 617.00 617.00 617.00
Proposed Levy per EDU $67.46 $69.48 $71.57
Max Levy per EDU 4 $67.46 $69.48 $71.57
Reserve Fund
Beginning Fund Balance $112,929 $122,972 $133,349
Reserve Fund Adjustment $9,478 $9,762 $10,053
Interest (0.5%) $565 $615 $667
Projected Reserve Fund Balance at End of Year $122,972 $133,349 $144,069

FUND BALANCE INFORMATION
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
City of Tracy
Zone 1
DIRECT COSTS 1
ADMINISTRATION COSTS 2
LEVY ADJUSTMENTS 3

DISTRICT STATISTICS
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

14 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $2,629 $2,708 $2,789
Contracted Services - 5200 $10,170 $10,475 $10,789
Materials - 5300 $2,434 $2,507 $2,583
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $15,233 $15,690 $16,161
Overhead - 5900 $504 $519 $535
Internal Services - 5400 $2,338 $2,408 $2,480
County Collection Fee $126 $130 $134
TOTAL ADMINISTRATION $2,968 $3,057 $3,148
TOTAL DIRECT AND ADMIN COSTS $18,201 $18,747 $19,310
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($4,974) ($5,123) ($5,277)
Special Tax Support $0 $0 $0
General Fund - 101 ($642) ($662) ($681)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($5,616) ($5,785) ($5,958)
Balance to Levy $12,585 $12,963 $13,351
Total Revenue at Maximum Rate $12,585 $12,963 $13,351
Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 125 125 125
Total Parcels Levied 125 125 125
Total EDUs 125.00 125.00 125.00
Total EDUs Levied 125.00 125.00 125.00
Proposed Levy per EDU $100.68 $103.70 $106.81
Max Levy per EDU 4 $100.68 $103.70 $106.81
Reserve Fund
Beginning Fund Balance $19,446 $14,570 $9,519
Reserve Fund Adjustment ($4,974) ($5,123) ($5,277)
Interest (0.5%) $97 $73 $48
Projected Reserve Fund Balance at End of Year $14,570 $9,519 $4,290 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 2
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

15 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $119,402 $122,984 $126,673
Contracted Services - 5200 $201,265 $207,303 $213,522
Materials - 5300 $38,129 $39,273 $40,451
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $358,796 $369,560 $380,646
Overhead - 5900 $22,876 $23,562 $24,269
Internal Services - 5400 $162,200 $167,066 $172,078
County Collection Fee $4,307 $4,437 $4,570
TOTAL ADMINISTRATION $189,383 $195,064 $200,916
TOTAL DIRECT AND ADMIN COSTS $548,178 $564,624 $581,562 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($99,714) ($102,705) ($105,786) Special Tax Support $0 $0 $0
General Fund - 101 ($16,275) ($16,763) ($17,266)
Storm Drain Fund - 101 ($1,453) ($1,497) ($1,542)
TOTAL ADJUSTMENTS ($117,442) ($120,965) ($124,594)
Balance to Levy $430,736 $443,658 $456,968
Total Revenue at Maximum Rate $430,736 $443,658 $456,968 Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 2,301 2,301 2,301
Total Parcels Levied 2,301 2,301 2,301
Total EDUs 2,878.87 2,878.87 2,878.87
Total EDUs Levied 2,878.87 2,878.87 2,878.87
Proposed Levy per EDU $149.62 $154.11 $158.73
Max Levy per EDU 4 $149.62 $154.11 $158.73
Reserve Fund
Beginning Fund Balance $339,047 $241,029 $139,529
Reserve Fund Adjustment (99,714) (102,705) (105,786)
Interest (0.5%) 1,695 1,205 698
Projected Reserve Fund Balance at End of Year $241,029 $139,529 $34,440 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 3
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

16 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $23 $23 $24
Contracted Services - 5200 $200 $206 $212
Materials - 5300 $4 $4 $4
Capit
al Projects - 5600 $0 $0 $0
TOTAL DIRECT $226 $233 $240
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $632 $651 $670
County Collection Fee $86 $89 $92
TOTAL ADMINISTRATION $718 $740 $762
TOTAL DIRECT AND ADMIN COSTS $945 $973 $1,002
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $7,701 $7,932 $8,170
Special Tax Support $0 $0 $0
General Fund - 101 ($6) ($6) ($6)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $7,695 $7,926 $8,164
Balance to Levy $8,640 $8,899 $8,899
Total Revenue at Maximum Rate $21,545 $22,192 $22,857
Variance above/(below) Maximum Revenue ($12,905) ($13,292) ($13,958) Total Parcels 144 144 144
Total Parcels Levied 144 144 144
Total EDUs 144.00 144.00 144.00
Total EDUs Levied 144.00 144.00 144.00
Proposed Levy per EDU $60.00 $61.80 $61.80
Max Levy per EDU 4 $149.62 $154.11 $158.73
Reserve Fund
Beginning Fund Balance $8,015 $15,756 $23,767
Reserve Fund Adjustment $7,701 $7,932 $8,170
Interest (0.5%) $40 $79 $119
Projected Reserve Fund Balance at End of Year $15,756 $23,767 $32,055 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 4
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

17 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $3,884 $4,000 $4,120
Materials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $3,884 $4,000 $4,120
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $0 $0 $0
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $0 $0 $0
TOTAL DIRECT AND ADMIN COSTS $3,884 $4,000 $4,120
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($3,884) ($4,000) ($4,120)
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($3,884) ($4,000) ($4,120)
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $10,324 $10,633 $10,952
Variance above/(below) Maximum Revenue ($10,324) ($10,633) ($10,952) Total Parcels 69 69 69
Total Parcels Levied 69 69 69
Total EDUs 69.00 69.00 69.00
Total EDUs Levied 69.00 69.00 69.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $149.62 $154.11 $158.73
Reserve Fund
Beginning Fund Balance $22,518 $18,747 $14,841
Reserve Fund Adjustment ($3,884) ($4,000) ($4,120)
Interest (0.5%) $113 $94 $74
Projected Reserve Fund Balance at End of Year $18,747 $14,841 $10,795 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 5
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

18 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $60 $62 $63
Materials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $60 $62 $63
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $436 $450 $463
Cou
nty Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $436 $450 $463
TOTAL DIRECT AND ADMIN COSTS $496 $511 $527
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($496) ($511) ($527)
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($496) ($511) ($527)
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $6,733 $6,935 $7,143
Variance above/(below) Maximum Revenue ($6,733) ($6,935) ($7,143) Total Parcels 45 45 45
Total Parcels Levied 45 45 45
Total EDUs 45.00 45.00 45.00
Total EDUs Levied 45.00 45.00 45.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $149.62 $154.11 $158.73
Reserve Fund
Beginning Fund Balance $13,187 $12,757 $12,310
Reserve Fund Adjustment ($496) ($511) ($527)
Interest (0.5%) $66 $64 $62
Projected Reserve Fund Balance at End of Year $12,757 $12,310 $11,845 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 6
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

19 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $95,862 $98,738 $101,700
Contracted Services - 5200 $97,304 $100,223 $103,229
Materials - 5300 $24,639 $25,378 $26,140
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $217,805 $224,340 $231,070
ADMINISTRATION COSTS 2
Overhead - 5900 $18,373 $18,924 $19,492
Internal Services - 5400 $75,352 $77,613 $79,941
County Collection Fee $2,368 $2,439 $2,512
TOTAL ADMINISTRATION $96,093 $98,976 $101,945
TOTAL DIRECT AND ADMIN COSTS $313,899 $323,316 $333,015 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($62,903) ($64,790) ($66,734)
Special Tax Support $0 $0 $0
General Fund - 101 ($12,405) ($12,777) ($13,160)
Storm Drain Fund - 101 ($1,807) ($1,861) ($1,917)
TOTAL ADJUSTMENTS ($77,115) ($79,428) ($81,811)
Balance to Levy $236,784 $243,887 $251,204
Total Revenue at Maximum Rate $236,784 $243,887 $251,204 Variance above/(below) Maximum Revenue $0 ($0) $0
Total Parcels 1,172 1,172 1,172
Total Parcels Levied 1,172 1,172 1,172
Total EDUs 1,269.89 1,269.89 1,269.89
Total EDUs Levied 1,269.89 1,269.89 1,269.89
Proposed Levy per EDU $186.46 $192.05 $197.82
Max Levy per EDU 4 $186.46 $192.05 $197.82
Reserve Fund
Beginning Fund Balance $185,717 $123,742 $59,571
Reserve Fund Adjustment ($62,903) ($64,790) ($66,734)
Interest (0.5%) $929 $619 $298
Projected Reserve Fund Balance at End of Year $123,742 $59,571 ($6,865) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 7
DIRECT COSTS 1
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

20 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $51,938 $53,496 $55,101
Contracted Services - 5200 $24,859 $25,605 $26,373
Materials - 5300 $8,582 $8,839 $9,104
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $85,379 $87,941 $90,579
Overhead - 5900 $9,951 $10,249 $10,557
Internal Services - 5400 $26,320 $27,109 $27,923
County Collection Fee $408 $421 $433
TOTAL ADMINISTRATION $36,679 $37,779 $38,913
TOTAL DIRECT AND ADMIN COSTS $122,058 $125,720 $129,492 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($76,562) ($78,859) ($81,225)
Special Tax Support $0 $0 $0
General Fund - 101 ($2,578) ($2,655) ($2,735)
Storm Drain Fund - 101 ($2,084) ($2,146) ($2,210)
TOTAL ADJUSTMENTS ($81,223) ($83,660) ($86,170)
Balance to Levy $40,835 $42,060 $43,322
Total Revenue at Maximum Rate $40,835 $42,060 $43,322
Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 219 219 219
Total Parcels Levied 219 219 219
Total EDUs 219.00 219.00 219.00
Total EDUs Levied 219.00 219.00 219.00
Proposed Levy per EDU $186.46 $192.05 $197.83
Max Levy per EDU 4 $186.46 $192.05 $197.82
Reserve Fund
Beginning Fund Balance ($225,208) ($301,770) ($380,629) Reserve Fund Adjustment ($76,562) ($78,859) ($81,225)
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year ($301,770) ($380,629) ($461,853) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 8
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

21 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $161,822 $166,677 $171,677
Contracted Services - 5200 $121,066 $124,698 $128,439
Materials - 5300 $26,738 $27,540 $28,366
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $309,626 $318,915 $328,483
Overhead - 5900 $31,005 $31,935 $32,893
Internal Services - 5400 $157,713 $162,445 $167,318
County Collection Fee $4,089 $4,212 $4,338
TOTAL ADMINISTRATION $192,807 $198,591 $204,549
TOTAL DIRECT AND ADMIN COSTS $502,433 $517,506 $533,031 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($73,562) ($75,769) ($78,042)
Special Tax Support $0 $0 $0
General Fund - 101 ($16,154) ($16,639) ($17,138)
Storm Drain Fund - 101 ($3,817) ($3,932) ($4,050)
TOTAL ADJUSTMENTS ($93,533) ($96,339) ($99,229)
Balance to Levy $408,900 $421,167 $433,802
Total Revenue at Maximum Rate $408,900 $421,167 $433,802 Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 2,369 2,369 2,369
Total Parcels Levied 2,369 2,369 2,369
Total EDUs 2,445.57 2,445.57 2,445.57
Total EDUs Levied 2,445.57 2,445.57 2,445.57
Proposed Levy per EDU $167.20 $172.22 $177.38
Max Levy per EDU 4 $167.20 $172.22 $177.38
Reserve Fund
Beginning Fund Balance ($349,225) ($422,786) ($500,669) Reserve Fund Adjustment ($73,562) ($75,769) ($78,042)
Interest (0.5%) $0 ($2,114) ($2,503)
Projected Reserve Fund Balance at End of Year ($422,786) ($500,669) ($581,214) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 9
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

22 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $184,834 $190,379 $196,090
Contracted Services - 5200 $84,797 $87,341 $89,961
Materials - 5300 $30,540 $31,456 $32,400
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $300,171 $309,176 $318,451
Overhead - 5900 $35,414 $36,476 $37,571
Internal Services - 5400 $55,738 $57,410 $59,133
County Collection Fee $2,205 $2,271 $2,339
TOTAL ADMINISTRATION $93,357 $96,158 $99,042
TOTAL DIRECT AND ADMIN COSTS $393,527 $405,333 $417,493 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($154,890) ($159,537) ($164,323) Special Tax Support $0 $0 $0
General Fund - 101 ($10,234) ($10,541) ($10,857)
Storm Drain Fund - 101 ($7,927) (8,165) (8,409)
TOTAL ADJUSTMENTS ($173,050) ($178,242) ($183,589)
Balance to Levy $220,477 $227,091 $233,904
Total Revenue at Maximum Rate $220,477 $227,091 $233,904 Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 316 316 316
Total Parcels Levied 316 316 316
Total EDUs 2,214.96 2,214.96 2,214.96
Total EDUs Levied 2,214.96 2,214.96 2,214.96
Proposed Levy per EDU $99.54 $102.53 $105.60
Max Levy per EDU 4 $99.54 $102.53 $105.60
Reserve Fund
Beginning Fund Balance ($13,669) ($168,559) ($328,939)
Reserve Fund Adjustment ($154,890) ($159,537) ($164,323) Interest (0.5%) $0 ($843) ($1,645)
Projected Reserve Fund Balance at End of Year ($168,559) ($328,939) ($494,906) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 10
DIRECT COSTS 1
ADMINISTRATION COSTS 2

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

23 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $1,743 $1,796 $1,850
Contracted Services - 5200 $883 $910 $937
Materials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $2,626 $2,705 $2,786
$27,068
Overhead - 5900 $334 $344 $354
Internal Services - 5400 $115 $119 $122
County Collection Fee $18 $19 $19
TOTAL ADMINISTRATION $467 $481 $496
TOTAL DIRECT AND ADMIN COSTS $3,094 $3,187 $3,282
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($861) ($887) ($914)
Special Tax Support $0 $0 $0
General Fund - 101 ($426) ($439) ($452)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($1,287) ($1,326) ($1,366)
Balance to Levy $1,807 $1,861 $1,917
Total Revenue at Maximum Rate $1,807 $1,861 $1,917
Variance above/(below) Maximum Revenue $0 ($0) $0
Total Parcels 1 1 1
Total Parcels Levied 1 1 1
Total EDUs 18.15 18.15 18.15
Total EDUs Levied 18.15 18.15 18.15
Proposed Levy per EDU $99.54 $102.53 $105.60
Max Levy per EDU 4 $99.54 $102.52 $105.60
Reserve Fund
Beginning Fund Balance ($1,576) ($2,437) ($3,336)
Reserve Fund Adjustment ($861) ($887) ($914)
Interest (0.5%) $0 ($12) $0
Projected Reserve Fund Balance at End of Year ($2,437) ($3,336) ($4,250) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 11
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

24 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $19,101 $19,674 $20,264
Contracted Services - 5200 $21,766 $22,419 $23,092
Materials - 5300 $5,156 $5,311 $5,470
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $46,023 $47,403 $48,825
Overhead - 5900 $3,659 $3,769 $3,882
Internal Services - 5400 $30,718 $31,640 $32,589
County Collection Fee $1,016 $1,047 $1,078
TOTAL ADMINISTRATION $35,394 $36,456 $37,549
TOTAL DIRECT AND ADMIN COSTS $81,416 $83,859 $86,375
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $24,869 $25,615 $26,384
Special Tax Support $0 $0 $0
General Fund - 101 ($4,666) ($4,806) ($4,950)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $20,204 $20,810 $21,434
Balance to Levy $101,620 $104,668 $107,809
Total Revenue at Maximum Rate $144,698 $149,039 $153,510 Variance above/(below) Maximum Revenue ($43,078) ($44,370) ($45,701) Total Parcels 102 102 102
Total Parcels Levied 102 102 102
Total EDUs 1,016.20 1,016.20 1,016.20
Total EDUs Levied 1,016.20 1,016.20 1,016.20
Proposed Levy per EDU $100.00 $103.00 $106.09
Max Levy per EDU 4 $142.39 $146.66 $151.06
Reserve Fund
Beginning Fund Balance $223,252 $249,238 $276,099
Reserve Fund Adjustment $24,869 $25,615 $26,384
Interest (0.5%) $1,116 $1,246 $1,380
Projected Reserve Fund Balance at End of Year $249,238 $276,099 $303,864 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 12
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

25 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $22,280 $22,949 $23,637
Contracted Services - 5200 $32,387 $33,359 $34,359
Materials - 5300 $5,681 $5,852 $6,027
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $60,349 $62,159 $64,024
Overhead - 5900 $4,269 $4,397 $4,529
Internal Services - 5400 $27,348 $28,168 $29,013
County Collection Fee $1,334 $1,374 $1,415
TOTAL ADMINISTRATION $32,951 $33,939 $34,957
TOTAL DIRECT AND ADMIN COSTS $93,299 $96,098 $98,981
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $41,169 $42,405 $43,677
Special Tax Support $0 $0 $0
General Fund - 101 ($1,110) ($1,143) ($1,178)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $40,059 $41,261 $42,499
Balance to Levy $133,359 $137,359 $141,480
Total Revenue at Maximum Rate $133,359 $137,359 $141,480 Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 418 418 418
Total Parcels Levied 418 418 418
Total EDUs 418.00 418.00 418.00
Total EDUs Levied 418.00 418.00 418.00
Proposed Levy per EDU $319.04 $328.61 $338.47
Max Levy per EDU 4 $319.04 $328.61 $338.47
Reserve Fund
Beginning Fund Balance $520,679 $564,452 $609,678
Reserve Fund Adjustment $41,169 $42,405 $43,677
Interest (0.5%) $2,603 $2,822 $3,048
Projected Reserve Fund Balance at End of Year $564,452 $609,678 $656,403 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 13
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

26 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $16,267 $16,755 $17,258
Contracted Services - 5200 $20,951 $21,579 $22,227
Materials - 5300 $2,688 $2,769 $2,852
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $39,906 $41,103 $42,336
Overhead - 5900 $3,116 $3,210 $3,306
Internal Services - 5400 $22,574 $23,251 $23,948
County Collection Fee $649 $669 $689
TOTAL ADMINISTRATION $26,339 $27,130 $27,944
TOTAL DIRECT AND ADMIN COSTS $66,246 $68,233 $70,280
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($950) ($974) ($1,003)
Special Tax Support $0 $0 $0
General Fund - 101 ($364) ($374) ($386)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($1,313) ($1,349) ($1,389)
Balance to Levy $64,932 $66,884 $68,891
Total Revenue at Maximum Rate $64,936 $66,884 $68,891
Variance above/(below) Maximum Revenue ($4) $0 $0
Total Parcels 368 368 368
Total Parcels Levied 368 368 368
Total EDUs 371.00 371.00 371.00
Total EDUs Levied 371.00 371.00 371.00
Proposed Levy per EDU $175.02 $180.27 $185.70
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $56,866 $56,201 $55,507
Reserve Fund Adjustment ($950) ($974) ($1,003)
Interest (0.5%) $284 $281 $278
Projected Reserve Fund Balance at End of Year $56,201 $55,507 $54,781 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 14
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

27 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $65,999 $67,979 $70,019
Contracted Services - 5200 $52,608 $54,186 $55,812
Materials - 5300 $32,905 $33,892 $34,909
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $151,512 $156,058 $160,739
Overhead - 5900 $12,654 $13,034 $13,425
Internal Services - 5400 $99,746 $102,738 $105,820
County Collection Fee $2,469 $2,543 $2,619
TOTAL ADMINISTRATION $114,869 $118,315 $121,864
TOTAL DIRECT AND ADMIN COSTS $266,381 $274,373 $282,604 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $7,829 $8,079 $8,321
Special Tax Support $0 $0 $0
General Fund - 101 ($27,313) ($28,133) ($28,977)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($19,484) ($20,054) ($20,656)
Balance to Levy $246,897 $254,319 $261,948
Total Revenue at Maximum Rate $246,911 $254,319 $261,948 Variance above/(below) Maximum Revenue ($14) $0 $0
Total Parcels 1,209 1,209 1,209
Total Parcels Levied 1,209 1,209 1,209
Total EDUs 1,410.68 1,410.68 1,410.68
Total EDUs Levied 1,410.68 1,410.68 1,410.68
Proposed Levy per EDU $175.02 $180.27 $185.70
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $74,637 $82,840 $91,333
Reserve Fund Adjustment $7,829 $8,079 $8,321
Interest (0.5%) $373 $414 $0
Projected Reserve Fund Balance at End of Year $82,840 $91,333 $99,654 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 15
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

28 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $10,377 $10,688 $11,009
Contracted Services - 5200 $15,050 $15,501 $15,966
Materials - 5300 $3,715 $3,826 $3,941
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $29,141 $30,015 $30,915
Overhead - 5900 $1,989 $2,048 $2,110
Internal Services - 5400 $16,016 $16,496 $16,991
County Collection Fee $543 $559 $576
TOTAL ADMINISTRATION $18,547 $19,103 $19,676
TOTAL DIRECT AND ADMIN COSTS $47,688 $49,118 $50,592
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $6,569 $6,769 $6,972
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $6,569 $6,769 $6,972
Balance to Levy $54,256 $55,887 $57,564
Total Revenue at Maximum Rate $54,259 $55,887 $57,564
Variance above/(below) Maximum Revenue ($3) $0 $0
Total Parcels 310 310 310
Total Parcels Levied 310 310 310
Total EDUs 310.00 310.00 310.00
Total EDUs Levied 310.00 310.00 310.00
Proposed Levy per EDU $175.02 $180.27 $185.70
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $136,838 $144,091 $151,581
Reserve Fund Adjustment $6,569 $6,769 $6,972
Interest (0.5%) $684 $720 $758
Projected Reserve Fund Balance at End of Year $144,091 $151,581 $159,310 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 16
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

29 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $51,252 $52,790 $54,373
Contracted Services - 5200 $64,884 $66,830 $68, 835
Materials - 5300 $25,468 $26,232 $27,019
Capital Projects - 5600 $500,000 $15,000 $15,450
TOTAL DIRECT $641,604 $160,852 $165,678
Overhead - 5900 $9,820 $10,115 $10,418
Internal Services - 5400 $63,177 $65,072 $67,024
County Collection Fee $3,114 $3,207 $3,303
TOTAL ADMINISTRATION $76,110 $78,394 $80,745
TOTAL DIRECT AND ADMIN COSTS $717,714 $239,246 $246,423 Capital Improvement Projects ($500,000) $0 $0
Zone Reserves Adjustment $103,525 $91,646 $94,396
Special Tax Support $0 $0 $0
General Fund - 101 ($9,870) ($10,166) ($10,471)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($406,345) $81,480 $83,925
Balance to Levy $311,369 $320,726 $330,348
Total Revenue at Maximum Rate $311,385 $320,726 $330,348 Variance above/(below) Maximum Revenue ($15) $0 $0
Total Parcels 1,129 1,129 1,129
Total Parcels Levied 1,129 1,129 1,129
Total EDUs 1,542.96 1,542.96 1,542.96
Total EDUs Levied 1,542.96 1,542.96 1,542.96
Proposed Levy per EDU $201.80 $207.85 $214.09
Max Levy per EDU 4 $201.81 $207.86 $214.10
Reserve Fund
Beginning Fund Balance $971,354 $579,736 $674,281
Res
erve Fund Adjustment ($396,475) $91,646 $94,396
Interest (0.5%) $4,857 $2,899 $0
Projected Reserve Fund Balance at End of Year $579,736 $674,281 $768,676 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 17
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

30 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $26,873 $27,679 $28,509
Contracted Services - 5200 $65,587 $67,555 $69,582
Mate
rials - 5300 $6,440 $6,633 $6,832
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $98,900 $101,867 $104,923
Overhead - 5900 $5,148 $5,303 $5,462
Internal Services - 5400 $23,543 $24,249 $24,977
County Collection Fee $1,218 $1,255 $1,293
TOTAL ADMINISTRATION $29,910 $30,807 $31,731
TOTAL DIRECT AND ADMIN COSTS $128,810 $132,674 $136,654 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($1,180) ($1,206) ($1,242)
Special Tax Support $0 $0 $0
General Fund - 101 ($5,794) ($5,968) ($6,147)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($6,975) ($7,174) ($7,390)
Balance to Levy $121,835 $125,500 $129,265
Total Revenue at Maximum Rate $121,845 $125,500 $129,265 Variance above/(below) Maximum Revenue ($10) $0 $0
Total Parcels 968 968 968
Total Parcels Levied 968 968 968
Total EDUs 977.65 977.65 977.65
Total EDUs Levied 977.65 977.65 977.65
Proposed Levy per EDU $124.62 $128.36 $132.21
Max Levy per EDU 4 $124.63 $128.37 $132.22
Reserve Fund
Beginning Fund Balance $243,756 $243,795 $243,808
Reserve Fund Adjustment ($1,180) ($1,206) ($1,242)
I
nterest (0.5%) $1,219 $1,219 $1,219
Projected Reserve Fund Balance at End of Year $243,795 $243,808 $243,785 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 18
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

31 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $22,012 $22,673 $23,353
Contracted Services - 5200 $79,962 $82,361 $84,832
Materials - 5300 $5,637 $5,806 $5, 980
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $107,612 $110,840 $114,166
Overhead - 5900 $4,218 $4,344 $4,474
Internal Services - 5400 $36,146 $37,230 $38,347
County Collection Fee $1,701 $1,752 $1,805
TOTAL ADMINISTRATION $42,065 $43,326 $44,626
TOTAL DIRECT AND ADMIN COSTS $149,677 $154,167 $158,792 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $21,405 $22,055 $22,717
Special Tax Support $0 $0 $0
General Fund - 101 ($982) ($1,011) ($1,042)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $20,424 $21,044 $21,675
Balance to Levy $170,100 $175,211 $180,467
Total Revenue at Maximum Rate $170,108 $175,211 $180,467 Variance above/(below) Maximum Revenue ($7) ($0) $0
Total Parcels 507 507 507
Total Parcels Levied 507 507 507
Total EDUs 743.51 743.51 743.51
Total EDUs Levied 743.51 743.51 743.51
Proposed Levy per EDU $228.78 $235.65 $242.73
Max Levy per EDU 4 $228.79 $235.65 $242.72
Reserve Fund
Beginning Fund Balance $695,966 $720,851 $746,510
Reserve Fund Adjustment $21,405 $22,055 $22,717
Int
erest (0.5%) $3,480 $3,604 $3,733
Projected Reserve Fund Balance at End of Year $720,851 $746,510 $772,960 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 19
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

32 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $1,760 $1,812 $1,867
Contracted Services - 5200 $16,911 $17,419 $17,941
Materials - 5300 $2,291 $2,359 $2,430
Capit
al Projects - 5600 $0 $0 $0
TOTAL DIRECT $20,962 $21,590 $22,238
Overhead - 5900 $337 $347 $358
Internal Services - 5400 $7,021 $7,231 $7,448
County Collection Fee $262 $270 $278
TOTAL ADMINISTRATION $7,620 $7,848 $8,084
TOTAL DIRECT AND ADMIN COSTS $28,581 $29,439 $30,322
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $8 $8 $8
Special Tax Support $0 $0 $0
General Fund - 101 ($18) ($19) ($19)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($10) ($10) ($11)
Balance to Levy $26,184 $26,970 $27,779
Total Revenue at Maximum Rate $39,937 $41,135 $42,369
Variance above/(below) Maximum Revenue ($13,753) ($14,166) ($14,591) Total Parcels 168 168 168
Total Parcels Levied 168 168 168
Total EDUs 174.56 174.56 174.56
Total EDUs Levied 174.56 174.56 174.56
Proposed Levy per EDU $150.00 $154.50 $159.14
Max Levy per EDU 4 $228.79 $235.65 $242.72
Reserve Fund
Beginning Fund Balance $153,756 $154,533 $155,314
Reserve Fund Adjustment $8 $8 $8
Interest (0.5%) $769 $773 $777
Projected Reserve Fund Balance at End of Year $154,533 $155,314 $156,099 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 20
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

33 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $17,964 $18,503 $19,058
Contracted Services - 5200 $11,868 $12,224 $12,591
Materials - 5300 $7,968 $8,207 $8,453
C
apital Projects - 5600 $0 $0 $0
TOTAL DIRECT $37,801 $38,935 $40,103
Overhead - 5900 $3,442 $3,545 $3,651
Internal Services - 5400 $30,201 $31,107 $32,040
County Collection Fee $679 $699 $720
TOTAL ADMINISTRATION $34,322 $35,351 $36,412
TOTAL DIRECT AND ADMIN COSTS $72,122 $74,286 $76,515
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($4,215) ($4,337) ($4,467)
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($4,215) ($4,337) ($4,467)
Balance to Levy $67,908 $69,949 $72,047
Total Revenue at Maximum Rate $67,912 $69,949 $72,047
Variance above/(below) Maximum Revenue ($4) $0 $0
Total Parcels 388 388 388
Total Parcels Levied 388 388 388
Total EDUs 388.00 388.00 388.00
Total EDUs Levied 388.00 388.00 388.00
Proposed Levy per EDU\ $175.02 $180.27 $185.68
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $68,874 $65,004 $60,992
Reserve Fund Adjustment ($4,215) ($4,337) ($4,467)
Interest (0.5%) $344 $325 $305
Projected Reserve Fund Balance at End of Year $65,004 $60,992 $56,830 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 21
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

34 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $5,428 $5,591 $5,758
Contracted Services - 5200 $9,822 $10,116 $10,420
Materials - 5300 $3,397 $3,499 $3,604
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $18,647 $19,206 $19,782
Overhead - 5900 $1,040 $1,072 $1,104
Internal Services - 5400 $3,619 $3,728 $3,840
County Collection Fee $375 $386 $397
TOTAL ADMINISTRATION $5,034 $5,185 $5,341
TOTAL DIRECT AND ADMIN COSTS $23,681 $24,391 $25,123
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $14,157 $14,584 $15,022
Special Tax Support $0 $0 $0
General Fund - 101 ($384) ($396) ($407)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $13,773 $14,189 $14,614
Balance to Levy $37,454 $38,580 $39,738
Total Revenue at Maximum Rate $37,456 $38,580 $39,738
Variance above/(below) Maximum Revenue ($2) $0 $0
Total Parcels 214 214 214
Total Parcels Levied 214 214 214
Total EDUs 214.00 214.00 214.00
Total EDUs Levied 214.00 214.00 214.00
Proposed Levy per EDU $175.02 $180.28 $185.69
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $105,430 $120,115 $135,300
Reserve Fund Adjustment $14,157 $14,584 $15,022
Interest (0.5%) $527 $601 $676
Projected Reserve Fund Balance at End of Year $120,115 $135,300 $150,998 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 22
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

35 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $4,457 $4,591 $4,728
Contracted Services - 5200 $10,733 $11,055 $11,386
Materials - 5300 $2,736 $2,819 $2,903
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $17,926 $18,464 $19,018
Overhead - 5900 $854 $879 $906
Internal Services - 5400 $5,369 $5,530 $5,696
County Collection Fee $635 $654 $674
TOTAL ADMINISTRATION $6,858 $7,064 $7,275
TOTAL DIRECT AND ADMIN COSTS $24,784 $25,527 $26,293
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $39,837 $41,036 $42,267
Special Tax Support $0 $0 $0
General Fund - 101 ($1,089) ($1,121) ($1,155)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $38,748 $39,915 $41,112
Balance to Levy $63,532 $65,442 $67,405
Total Revenue at Maximum Rate $63,536 $65,442 $67,405
Variance above/(below) Maximum Revenue ($4) $0 $0
Total Parcels 363 363 363
Total Parcels Levied 363 363 363
Total EDUs 363.00 363.00 363.00
Total EDUs Levied 363.00 363.00 363.00
Proposed Levy per EDU $175.02 $180.27 $185.70
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $163,264 $203,918 $245,974
Reserve Fund Adjustment $39,837 $41,036 $42,267
Interest (0.5%) $816 $1,020 $1,230
Projected Reserve Fund Balance at End of Year $203,918 $245,974 $289,471 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 23
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

36 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $17,090 $17,603 $18,131
Contracted Services - 5200 $16,161 $16,646 $17,146
Materials - 5300 $9,824 $10,119 $10,422
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $43,075 $44,368 $45,699
Overhead - 5900 $3,274 $3,373 $3,474
Internal Services - 5400 $23,904 $24,621 $25,359
County Collection Fee $1,050 $1,082 $1,114
TOTAL ADMINISTRATION $28,228 $29,075 $29,947
TOTAL DIRECT AND ADMIN COSTS $71,304 $73,443 $75,646
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $33,696 $34,713 $35,761
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $33,696 $34,713 $35,761
Balance to Levy $105,000 $108,156 $111,407
Total Revenue at Maximum Rate $104,999 $108,149 $111,393 Variance above/(below) Maximum Revenue $1 $7 $13
Total Parcels 600 600 600
Total Parcels Levied 600 600 600
Total EDUs 600.00 600.00 600.00
Total EDUs Levied 600.00 600.00 600.00
Proposed Levy per EDU $175.00 $180.26 $185.68
Max Levy per EDU 4 $175.00 $180.25 $185.66
Reserve Fund
Beginning Fund Balance $404,352 $440,070 $476,984
Reserve Fund Adjustment $33,696 $34,713 $35,761
Interest (0.5%) $2,022 $2,200 $2,385
Projected Reserve Fund Balance at End of Year $440,070 $476,984 $515,129 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 24
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

37 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $0 $0 $0
Mate
rials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $0 $0 $0
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $0 $0 $0
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $0 $0 $0
TOTAL DIRECT AND ADMIN COSTS $0 $0 $0
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $0 $0 $0
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $0 $0 $0
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $0 $0 $0
Variance above/(below) Maximum Revenue $0 $0 $0
Total Parcels 438 438 438
Total Parcels Levied 0 0 0
Total EDUs 438.00 438.00 438.00
Total EDUs Levied 0.00 0.00 0.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $0.00 $0.00 $0.00
Reserve Fund
Beginning Fund Balance $0 $0 $0
Res
erve Fund Adjustment $0 $0 $0
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year $0 $0 $0
LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 25
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

38 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $109,583 $112,871 $116,257
Contracted Services - 5200 $96,690 $99,591 $102,579
Materials - 5300 $23,506 $24,212 $24,938
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $229,780 $236,673 $243,774
Overhead - 5900 $20,996 $21,626 $22,274
Internal Services - 5400 $61,682 $63,532 $65,438
County Collection Fee $2,545 $2,622 $2,700
TOTAL ADMINISTRATION $85,222 $87,779 $90,412
TOTAL DIRECT AND ADMIN COSTS $315,002 $324,452 $334,186 Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($56,015) ($57,684) ($59,414)
Special Tax Support $0 $0 $0
General Fund - 101 ($2,076) ($2,138) ($2,202)
Storm Drain Fund - 101 ($2,390) ($2,462) ($2,536)
TOTAL ADJUSTMENTS ($60,481) ($62,284) ($64,153)
Balance to Levy $254,521 $262,168 $270,034
Total Revenue at Maximum Rate $254,533 $262,168 $270,034 Variance above/(below) Maximum Revenue ($11) $0 $0
Total Parcels 1,130 1,130 1,130
Total Parcels Levied 1,130 1,130 1,130
Total EDUs 1,130.00 1,130.00 1,130.00
Total EDUs Levied 1,130.00 1,130.00 1,130.00
Proposed Levy per EDU $225.24 $232.01 $238.97
Max Levy per EDU 4 $225.25 $232.01 $238.97
Reserve Fund
Beginning Fund Balance $366,963 $310,948 $253,264
Res
erve Fund Adjustment ($56,015) ($57,684) ($59,414)
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year $310,948 $253,264 $193,850 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 26
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

39 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $1,645 $1,695 $1,745
Contracted Services - 5200 $4,853 $4,999 $5,149
Materials - 5300 $2,272 $2,340 $2,410
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $8,770 $9,034 $9,305
Overhead - 5900 $307 $316 $325
Internal Services - 5400 $3,468 $3,572 $3,679
County Collection Fee $165 $170 $175
TOTAL ADMINISTRATION $3,939 $4,057 $4,179
TOTAL DIRECT AND ADMIN COSTS $12,710 $13,091 $13,484
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $3,756 $3,868 $3,984
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $3,756 $3,868 $3,984
Balance to Levy $16,465 $16,959 $17,468
Total Revenue at Maximum Rate $96,065 $98,947 $101,915
Variance above/(below) Maximum Revenue ($79,600) ($81,988) ($84,447) Total Parcels 116 116 116
Total Parcels Levied 116 116 116
Total EDUs 548.84 548.84 548.84
Total EDUs Levied 548.84 548.84 548.84
Proposed Levy per EDU $30.00 $30.90 $31.83
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $77,421 $81,564 $85,840
Reserve Fund Adjustment $3,756 $3,868 $3,984
Interest (0.5%) $387 $408 $429
Projected Reserve Fund Balance at End of Year $81,564 $85,840 $90,254 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 27
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

40 Propposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $9,746 $10,039 $10,340
Contracted Services - 5200 $37,697 $38,828 $39,993
Materials - 5300 $21,610 $22,259 $22, 926
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $69,054 $71,125 $73,259
Overhead - 5900 $1,868 $1,924 $1,982
Internal Services - 5400 $8,103 $8,346 $8,596
County Collection Fee $963 $991 $1,021
TOTAL ADMINISTRATION $10,933 $11,261 $11,599
TOTAL DIRECT AND ADMIN COSTS $79,987 $82,387 $84,858
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $16,274 $16,768 $17,271
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $16,274 $16,768 $17,271
Balance to Levy $96,261 $99,154 $102,129
Total Revenue at Maximum Rate $96,267 $99,154 $102,129
Variance above/(below) Maximum Revenue ($6) $0 $0
Total Parcels 550 550 550
Total Parcels Levied 550 550 550
Total EDUs 550.00 550.00 550.00
Total EDUs Levied 550.00 550.00 550.00
Proposed Levy per EDU $175.02 $180.27 $185.70
Max Levy per EDU 4 $175.03 $180.28 $185.69
Reserve Fund
Beginning Fund Balance $412,667 $431,005 $449,928
Reserve Fund Adjustment $16,274 $16,768 $17,271
Int
erest (0.5%) $2,063 $2,155 $2,250
Projected Reserve Fund Balance at End of Year $431,005 $449,928 $469,448 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 28
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

41 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $29,180 $30,055 $30,957
Contracted Services - 5200 $20,479 $21,093 $21,726
Materials - 5300 $6,821 $7,026 $7,237
Capit
al Projects - 5600 $0 $0 $0
TOTAL DIRECT $56,481 $58,175 $59,920
Overhead - 5900 $5,591 $5,759 $5,932
Internal Services - 5400 $24,524 $25,260 $26,018
County Collection Fee $823 $847 $873
TOTAL ADMINISTRATION $30,938 $31,866 $32,822
TOTAL DIRECT AND ADMIN COSTS $87,419 $90,041 $92,742
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($3,638) ($3,743) ($3,855)
Special Tax Support $0 $0 $0
General Fund - 101 ($1,514) ($1,559) ($1,606)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($5,152) ($5,302) ($5,461)
Balance to Levy $82,267 $84,740 $87,282
Total Revenue at Maximum Rate $82,272 $84,740 $87,282
Variance above/(below) Maximum Revenue ($5) $0 $0
Total Parcels 496 496 496
Total Parcels Levied 496 496 496
Total EDUs 496.00 496.00 496.00
Total EDUs Levied 496.00 496.00 496.00
Proposed Levy per EDU $165.86 $170.84 $175.96
Max Levy per EDU 4 $165.87 $170.85 $175.97
Reserve Fund
Beginning Fund Balance ($4,673) ($8,312) ($12,054)
Reserve Fund Adjustment ($3,638) ($3,743) ($3,855)
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year ($8,312) ($12,054) ($15,909) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 29
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

42 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $9,380 $9,661 $9,951
Co
ntracted Services - 5200 $10,514 $10,829 $11,154
Materials - 5300 $3,550 $3,656 $3,766
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $23,443 $24,147 $24,871
Overhead - 5900 $1,797 $1,851 $1,906
Internal Services - 5400 $13,964 $14,383 $14,815
County Collection Fee $570 $587 $605
TOTAL ADMINISTRATION $16,332 $16,822 $17,326
TOTAL DIRECT AND ADMIN COSTS $39,775 $40,968 $42,197
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $17,961 $18,502 $19,057
Special Tax Support $0 $0 $0
General Fund - 101 ($719) ($740) ($763)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $17,243 $17,761 $18,294
Balance to Levy $57,018 $58,730 $60,492
Total Revenue at Maximum Rate $57,019 $58,730 $60,492
Variance above/(below) Maximum Revenue ($1) $0 $0
Total Parcels 166 166 166
Total Parcels Levied 166 166 166
Total EDUs 166.00 166.00 166.00
Total EDUs Levied 166.00 166.00 166.00
Proposed Levy per EDU $343.48 $353.79 $364.41
Max Levy per EDU 4 $343.49 $353.79 $364.41
Reserve Fund
Beginning Fund Balance $237,748 $256,898 $276, 684
Reserve Fund Adjustment $17,961 $18,502 $19,057
Interest (0.5%) $1,189 $1,284 $1,383
Projected Reserve Fund Balance at End of Year $256,898 $276,684 $297,125 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 30
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

43 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Con
tracted Services - 5200 $0 $0 $0
Materials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $0 $0 $0
Overhead - 5900 $0 $0 $0
LMD Administration $0 $0 $0
Internal Services - 5400 $0 $0 $0
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $0 $0 $0
TOTAL DIRECT AND ADMIN COSTS $0 $0 $0
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $0 $0 $0
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $0 $0 $0
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $6,439 $6,632 $6,831
Variance above/(below) Maximum Revenue ($6,439) ($6,632) ($6,831) Total Parcels 1 1 1
Total Parcels Levied 0 0 0
Total EDUs 27.75 27.75 27.75
Total EDUs Levied 0.00 0.00 0.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $232.02 $238.98 $246.15
Reserve Fund
Beginning Fund Balance $629 $632 $635
Res
erve Fund Adjustment $0 $0 $0
Interest (0.5%) $3 $3 $3
Projected Reserve Fund Balance at End of Year $632 $635 $638 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 31
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

44 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $0 $0 $0
Materials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $0 $0 $0
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $0 $0 $0
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $0 $0 $0
TOTAL DIRECT AND ADMIN COSTS $0 $0 $0
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $0 $0 $0
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $0 $0 $0
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $42,313 $43,582 $44,889
Variance above/(below) Maximum Revenue ($42,313) ($43,582) ($44,889) Total Parcels 2 2 2
Total Parcels Levied 0 0 0
Total EDUs 222.68 222.68 222.68
Total EDUs Levied 0.00 0.00 0.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $190.01 $195.72 $201.59
Reserve Fund
Beginning Fund Balance $0 $0 $0
Reserve Fund Adjustment $0 $0 $0
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year $0 $0 $0
LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 32
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

45 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $2,064 $2,126 $2,190
Contracted Services - 5200 $5,186 $5,342 $5,502
Materials - 5300 $2,341 $2,411 $2,484
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $9,592 $9,879 $10,176
Overhead - 5900 $406 $418 $431
Internal Services - 5400 $6,343 $6,533 $6,729
County Collection Fee $2,037 $2,098 $2,161
TOTAL ADMINISTRATION $8,785 $9,049 $9,320
TOTAL DIRECT AND ADMIN COSTS $18,377 $18,928 $19,496
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $185,783 $191,357 $197,097
Special Tax Support $0 $0 $0
General Fund - 101 ($504) ($519) ($535)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $185,279 $190,837 $196, 562
Balance to Levy $203,656 $209,765 $216,058
Total Revenue at Maximum Rate $626,839 $645,644 $665,013 Variance above/(below) Maximum Revenue ($423,183) ($435,879) ($448,955) Total Parcels 35 35 35
Total Parcels Levied 33 33 33
Total EDUs 2715.41 2,715.41 2,715.41
Total EDUs Levied 2715.41 2,715.41 2,715.41
Proposed Levy per EDU $75.00 $77.25 $79.57
Max Levy per EDU 4 $230.85 $237.77 $244.90
Reserve Fund
Beginning Fund Balance $492,564 $680,810 $875,571
Reserve Fund Adjustment $185,783 $191,357 $197,097
Interest (0.5%) $2,463 $3,404 $4,378
Projected Reserve Fund Balance at End of Year $680,810 $875,571 $1,077,046 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 33
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

46 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $6,300 $6,489 $6,684
Contracted Services - 5200 $7,052 $7,264 $7,482
Materials - 5300 $1,041 $1,072 $1,104
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $14,393 $14,825 $15,270
Overhead - 5900 $1,195 $1,231 $1,268
Internal Services - 5400 $2,857 $2,943 $3,031
County Collection Fee $222 $228 $235
TOTAL ADMINISTRATION $4,274 $4,402 $4,534
TOTAL DIRECT AND ADMIN COSTS $18,667 $19,227 $19,804
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $5,029 $5,180 $5,335
Special Tax Support $0 $0 $0
General Fund - 101 ($1,539) ($1,585) ($1,633)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $3,490 $3,595 $3,702
Balance to Levy $22,157 $22,822 $23,506
Total Revenue at Maximum Rate $22,157 $22,822 $23,506
Variance above/(below) Maximum Revenue ($0) $0 $0
Total Parcels 9 9 9
Total Parcels Levied 9 9 9
Total EDUs 84.10 84.10 84.10
Total EDUs Levied 84.10 84.10 84.10
Proposed Levy per EDU $263.46 $271.36 $279.50
Max Levy per EDU 4 $263.46 $271.36 $279.50
Reserve Fund
Beginning Fund Balance $9,832 $14,910 $20,164
Reserve Fund Adjustment $5,029 $5,180 $5,335
Interest (0.5%) $49 $75 $0
Projected Reserve Fund Balance at End of Year $14,910 $20,164 $25,500 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 34
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

47 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $13,967 $14,386 $14,818
Contracted Services - 5200 $24,426 $25,159 $25,914
Materials - 5300 $4,308 $4,437 $4,570
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $42,701 $43,982 $45,301
Overhead - 5900 $2,676 $2,756 $2,839
Internal Services - 5400 $20,200 $20,806 $21,430
County Collection Fee $831 $856 $882
TOTAL ADMINISTRATION $23,707 $24,418 $25,150
TOTAL DIRECT AND ADMIN COSTS $66,407 $68,400 $70,452
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $17,679 $18,213 $18,759
Special Tax Support $0 $0 $0
General Fund - 101 ($957) ($986) ($1,016)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $16,722 $17,226 $17,743
Balance to Levy $83,129 $85,626 $88,195
Total Revenue at Maximum Rate $83,132 $85,626 $88,195
Variance above/(below) Maximum Revenue ($3) $0 $0
Total Parcels 190 190 190
Total Parcels Levied 190 190 190
Total EDUs 313.08 313.08 313.08
Total EDUs Levied 313.08 313.08 313.08
Proposed Levy per EDU $265.52 $273.48 $281.68
Max Levy per EDU 4 $265.53 $273.50 $281.70
Reserve Fund
Beginning Fund Balance $52,400 $70,341 $88,553
Reserve Fund Adjustment $17,679 $18,213 $18,759
Interest (0.5%) $262 $0 $0
Projected Reserve Fund Balance at End of Year $70,341 $88,553 $107,312 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 35
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

48 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $0 $0 $0
Mate
rials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $0 $0 $0
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $78 $81 $83
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $78 $81 $83
TOTAL DIRECT AND ADMIN COSTS $78 $81 $83
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($78) $0 $0
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($78) $0 $0
Balance to Levy $0 $81 $83
Total Revenue at Maximum Rate $7,167 $7,382 $7,603
Variance above/(below) Maximum Revenue ($7,167) ($7,301) ($7,520) Total Parcels 1 1 1
Total Parcels Levied 0 0 0
Total EDUs 72.00 72.00 72.00
Total EDUs Levied 0.00 0.00 0.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $99.54 $102.52 $105.60
Reserve Fund
Beginning Fund Balance $2,301 $2,234 $2,245
Res
erve Fund Adjustment ($78) $0 $0
Interest (0.5%) $12 $11 $11
Projected Reserve Fund Balance at End of Year $2,234 $2,245 $2,257 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 36
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

49 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $0 $0 $0
Contracted Services - 5200 $0 $0 $0
Mate
rials - 5300 $0 $0 $0
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $0 $0 $0
Overhead - 5900 $0 $0 $0
Internal Services - 5400 $0 $0 $0
County Collection Fee $0 $0 $0
TOTAL ADMINISTRATION $0 $0 $0
TOTAL DIRECT AND ADMIN COSTS $0 $0 $0
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $0 $0 $0
Special Tax Support $0 $0 $0
General Fund - 101 $0 $0 $0
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $0 $0 $0
Balance to Levy $0 $0 $0
Total Revenue at Maximum Rate $7,565 $7,792 $8,025
Variance above/(below) Maximum Revenue ($7,565) ($7,792) ($8,025) Total Parcels 10 10 10
Total Parcels Levied 0 0 0
Total EDUs 76.00 76.00 76.00
Total EDUs Levied 0.00 0.00 0.00
Proposed Levy per EDU $0.00 $0.00 $0.00
Max Levy per EDU 4 $99.54 $102.52 $105.60
Reserve Fund
Beginning Fund Balance $4,996 $5,021 $5,046
Res
erve Fund Adjustment $0 $0 $0
Interest (0.5%) $25 $25 $25
Projected Reserve Fund Balance at End of Year $5,021 $5,046 $5,071 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 37
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

50 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $2,183 $2,248 $2,316
Contracted Services - 5200 $1,059 $1,091 $1,123
Materials - 5300 $361 $371 $383
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $3,602 $3,710 $3,821
Overhead - 5900 $418 $431 $444
Internal Services - 5400 $9,780 $10,073 $10,375
County Collection Fee $46 $47 $49
TOTAL ADMINISTRATION $10,244 $10,551 $10,868
TOTAL DIRECT AND ADMIN COSTS $13,846 $14,261 $14,689
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($8,740) ($9,002) ($9,272)
Special Tax Support $0 $0 $0
General Fund - 101 ($533) ($549) ($566)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($9,273) ($9,551) ($9,838)
Balance to Levy $4,573 $4,710 $4,851
Total Revenue at Maximum Rate $4,573 $4,710 $4,851
Variance above/(below) Maximum Revenue $0 $0 ($0)
Total Parcels 1 1 1
Total Parcels Levied 1 1 1
Total EDUs 9.00 9.00 9.00
Total EDUs Levied 9.00 9.00 9.00
Proposed Levy per EDU $508.08 $523.32 $539.02
Max Levy per EDU 4 $508.08 $523.32 $539.02
Reserve Fund
Beginning Fund Balance ($25,845) ($34,585) ($43,588)
Reserve Fund Adjustment ($8,740) ($9,002) ($9,272)
Interest (0.5%) $0 $0 $0
Projected Reserve Fund Balance at End of Year ($34,585) ($43,588) ($52,860) LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 40
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

51 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $351 $362 $372
Contracted Services - 5200 $2,008 $2,068 $2,130
Materials - 5300 $58 $60 $62
Capit
al Projects - 5600 $0 $0 $0
TOTAL DIRECT $2,417 $2,489 $2,564
Overhead - 5900 $67 $69 $71
Internal Services - 5400 $23 $24 $25
County Collection Fee $18 $19 $19
TOTAL ADMINISTRATION $108 $112 $115
TOTAL DIRECT AND ADMIN COSTS $2,525 $2,601 $2,679
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment ($622) ($640) ($659)
Special Tax Support $0 $0 $0
General Fund - 101 ($86) ($88) ($91)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS ($707) ($729) ($750)
Balance to Levy $1,818 $1,872 $1,929
Total Revenue at Maximum Rate $1,818 $1,872 $1,929
Variance above/(below) Maximum Revenue ($0) ($0) $0
Total Parcels 1 1 1
Total Parcels Levied 1 1 1
Total EDUs 4.15 4.15 4.15
Total EDUs Levied 4.15 4.15 4.15
Proposed Levy per EDU $438.06 $451.21 $464.74
Max Levy per EDU 4 $438.06 $451.20 $464.74
Reserve Fund
Beginning Fund Balance $9,353 $8,778 $8,182
Reserve Fund Adjustment ($622) ($640) ($659)
Interest (0.5%) $47 $44 $41
Projected Reserve Fund Balance at End of Year $8,778 $8,182 $7,563 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 41
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

52 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $1,266 $1,304 $1,343
Contracted Services - 5200 $3,913 $4,030 $4, 151
Materials - 5300 $2,209 $2,275 $2,344
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $7,388 $7,609 $7,838
Overhead - 5900 $242 $249 $257
Internal Services - 5400 $799 $823 $848
County Collection Fee $198 $204 $211
TOTAL ADMINISTRATION $1,240 $1,277 $1,315
TOTAL DIRECT AND ADMIN COSTS $8,627 $8,886 $9,153
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $11,527 $11,873 $12,229
Special Tax Support $0 $0 $0
General Fund - 101 ($309) ($319) ($328)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $11,218 $11,554 $11,901
Balance to Levy $19,845 $20,440 $21,054
Total Revenue at Maximum Rate $29,516 $30,401 $31,313
Variance above/(below) Maximum Revenue ($9,671) ($9,961) ($10,260) Total Parcels 2 2 2
Total Parcels Levied 2 2 2
Total EDUs 441.00 441.00 441.00
Total EDUs Levied 441.00 441.00 441.00
Proposed Levy per EDU $45.00 $46.35 $47.74
Max Levy per EDU 4 $66.93 $68.94 $71.01
Reserve Fund
Beginning Fund Balance $47,439 $59,203 $71,372
Res
erve Fund Adjustment $11,527 $11,873 $12,229
Interest (0.5%) $237 $296 $357
Projected Reserve Fund Balance at End of Year $59,203 $71,372 $83,958 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 42
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

53 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $132 $136 $140
Contracted Services - 5200 $3,378 $3,479 $3, 584
Materials - 5300 $2,022 $2,082 $2,145
Capital Projects - 5600 $0 $0 $0
TOTAL DIRECT $5,532 $5,698 $5,869
Overhead - 5900 $25 $26 $27
Internal Services - 5400 $9 $9 $9
County Collection Fee $105 $108 $111
TOTAL ADMINISTRATION $139 $143 $147
TOTAL DIRECT AND ADMIN COSTS $5,671 $5,841 $6,016
Capital Improvement Projects $0 $0 $0
Zone Reserves Adjustment $4,861 $5,007 $5,158
Special Tax Support $0 $0 $0
General Fund - 101 ($32) ($33) ($34)
Storm Drain Fund - 101 $0 $0 $0
TOTAL ADJUSTMENTS $4,829 $4,974 $5,123
Balance to Levy $10,500 $10,815 $11,139
Total Revenue at Maximum Rate $23,398 $24,100 $24,823
Variance above/(below) Maximum Revenue ($12,898) ($13,285) ($13,684) Total Parcels 105 105 105
Total Parcels Levied 105 105 105
Total EDUs 105.00 105.00 105.00
Total EDUs Levied 105.00 105.00 105.00
Proposed Levy per EDU $100.00 $103.00 $106.09
Max Levy per EDU 4 $222.84 $229.52 $236.41
Reserve Fund
Beginning Fund Balance $49,628 $54,738 $60,019
Res
erve Fund Adjustment $4,861 $5,007 $5,158
Interest (0.5%) $248 $274 $300
Projected Reserve Fund Balance at End of Year $54,738 $60,019 $65,476 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Zone 43
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

54 Proposed Forecasted Forecasted
Budget Budget Budget
FY 2022-23 FY 2023-24 FY 2024-25
Personnel - 5100 $1,096,050 $1,128,932 $1,162,455
Contracted Services - 5200 $1,192,593 $1, 228,371 $1,264,846 Materials - 5300 $318,912 $328,479 $338,215
Capital Projects - 5600 $500,000 $15,000 $15,450
TOTAL DIRECT $3,107,555 $2,700,781 $2,780,966
Overhead - 5900 $209,999 $216,299 $222,722
Internal Services - 5400 $1,025,454 $1,056,217 $1,087,799 County Collection Fee $37,590 $38,718 $39,867
TOTAL ADMINISTRATION $1,273,043 $1,311,235 $1,350,388
TOTAL DIRECT AND ADMIN COSTS $4,380,598 $4,012,016 $4,131,354 Capital Improvement Projects ($500,000) $0 $0
Zone Reserves Adjustment $19,832 $5,605 $5,487
Special Tax Support $0 $0 $0
General Fund - 101 ($119,000) ($122,570) ($126,234)
Storm Drain Fund - 101 ($20,000) ($20,600) ($21,202)
TOTAL ADJUSTMENTS ($619,168) ($137,565) ($141,949)
Balance to Levy $3,759,043 $3,871,993 $3,986,605
Total Revenue at Maximum Rate $4,434,758 $4,567,800 $4,703,548 Variance above/(below) Maximum Revenue ($675,715) ($695,808) ($716,943) Total Parcels 17,052 17,052 17,052
Total Parcels Levied 16,598 16,598 16,598
Total EDUs 25,975 25,975 25,975.01
Total EDUs Levied 25,139 25,139 25,138.58
Reserve Fund
Beginning Fund Balance $5,663,630 $5,213,046 $5,234,156 Reserve Fund Adjustment ($480,168) $5,605 $5,487
Interest (0.5%) $29,584.32 $25,882 $22,731
Projected Reserve Fund Balance at End of Year $5,213,046 $5,244,534 $5,262,374 LEVY ADJUSTMENTS 3

DISTRICT STATISTICS

FUND BALANCE INFORMATION
City of Tracy
Consolidated Landscape Maintenance District
Proposed Budget for Fiscal Year 2022-23
Consolidated Totals - 41 Zones
DIRECT COSTS 1
ADMINISTRATION COSTS 2
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

55 PART III – QUANTIFICATION OF BENEFIT
The Act allows cities to establish benefit zones for the purpose of providing certain public improvements which provide a special benefit to the parcels. This includes the construction, maintenance, and servicing of street lights, traffic signals, and landscaping facilities. Section 22573 of the Act requires that maintenance assessments be levied according to benefit rather than according to the assessed value o f property. This section states:
“
The net amount to be assessed upon lands within an
assessment district may be apportioned by any formula
or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or
parcel from the improvements.
— Streets and Highways Code Section 22573
Section 22574 of the Act permits the designation of zones of benefit within any individual assessment district if “by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements.” In addition, Proposition 218, the “Right to Vote on Taxes Act,” which was approved on the November 1996 Statewide ballot and added Article XIIID to the California Constitution, requires that a parcel’s assessment not exceed the reasonable cost of the proportional special benefit conferred on that parcel.

Proposition 218 provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. In addition, Proposition 218 also requires that publicly owned property which benefits from the improvements be assessed, unless there is clear and definite evidence that those properties receive no special benefit. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.

The amount to be assessed may be apportioned by any formula or method which fairly distributes the amount among all assessable lots or parcels. Additionally, it’s required that the City separate the general benefits from the special benefits, because only special benefits may be assessed. The quantification and separation of general benefit from special benefits follows for each of the Zones and associated benefit areas.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

56 PART IV – METHOD OF ASSESSMENT
General
The Method of Assessment outlines the formula by which property that receives special benefit from the improvements and services provided will be assessed annually. The Method of Assessment for the District follows:

Each parcel within the District is deemed to receive special benefit from the landscaping improvements.

Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of the improvements is identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entirety of the costs of the maintenance, operation, and servicing of the improvements.

Each parcel is assigned a weighting factor known as an Equivalent Dwelling Unit (EDU) to identify the parcel’s proportionate special benefit from the improvements. Each parcel’s EDU 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. All single-family residential properties are assigned an EDU of 1.00, and all other property types are assigned an EDU proportionate to the special benefits they receive as compared to this single-family residential property. The total EDU’s in a Zone is divided into the total amount to be assessed (Balance to Levy) to establish the Levy per EDU (Rate). This Rate is then multiplied by the parcel’s individual EDU to establish the parcel’s levy amount.

The following formulas are used to calculate each property’s assessment:

Total Balance to Levy ÷ Total EDUs = Levy per EDU Levy per EDU x Parcel EDU = Parcel Levy Amount The formula used for each Zone reflects the composition of the parcels and properties, and the services provided, to accurately proportion the costs based on estimated special benefit to each parcel. The total Levy per EDU will vary between Zones due to the different costs to maintain the improvements within each Zone and the number of EDU within the 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. To assess benefits equitably, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Dwell ing Unit method of assessment apportionment uses the single-family home site as the basic unit of assessment. A single - family home site equals one Equivalent Dwelling Unit (EDU). Every other land use is converted to EDU’s based on an assessment formula tha t equates the property’s specific development status, type of development (land use), and size of the property, as compared to a single-family home site.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

57 The EDU method of apportioning benefit is typically seen as the most appropriate and equitable assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of land use type, size and development.

Single-Family Residential Subdivided Lot. This land use is defined as a fully subdivided residential home site with or without a structure. This land use is assessed 1.00 EDU per lot or parcel. This is the base value that all other land use types are compared and weighted against.

Planned-Residential Subdivision. This land use is defined as any property not fully subdivided, but has a specific number of proposed residential lots to be developed on the parcel (approved tract map). This land use type is assessed at 1.00 EDU per planned (proposed) residential lot.

Vacant, Undeveloped Private Property. This land use is defined as vacant property (undeveloped) that is not a fully subdivided residential lot or planned residential subdivision. This land use is assessed at 4.00 EDU per acre. Parcels less than 0.25 acres are assigned a minimum of 1.00 EDU. In Zones 10, 11, 36 and 37 this land use is assessed at 5.00 EDU per acre. Parcels less than 0.20 acres are assigned a minimum of

1.00 EDU.

Developed Non -Residential. This land use is defined as property developed for non -residential use, including, but not limited to, commercial and industrial properties, offices, churches and not -for-profit institutions and private schools. This land use type is assessed at 5.00 EDU per gross acre. Parcels less than

0.20 acres are assigned a minimum of 1.00 EDU.

Developed Multiple Residential Units. This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. This land use is assessed 1.00 EDU per unit for properties that the number of units can be identified. For properties that the number of units cannot be identified the property is assessed as Developed Commercial/Industrial property at 5.00 EDU per gross acre, but a minimum of 1.00 EDU.

Undeveloped, Public Property. This land use identifies properties that are exempt and are assigned 0.00 EDU. This land use classification may include, but is not limited to lots or parcels identified as:
• Public streets and other roadways (typically not assigned an APN by the County); • Dedicated public easements such as utility right-of-ways, detention basins, channel ways, greenbelts, parkways, parks and open space areas;
• Privately owned property that cannot be developed or is associated with another property such as common areas, sliver parcels and bifurcated lots or properties that have little or no land value;
These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. Government -owned properties commonly identified as non - taxable properties by the County Assessor’s Office are not exempt from District assessments unless:
• The property has restricted development or limited land use potential and the improvements clearly provide no benefit to the property; or
• The property provides additional or substantially similar improvements being provided by the District (such is the case with parks, open space areas and common areas).

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

58 Developed Public Property . This land use is defined as developed property owned by a public agenc y such as the City or by utility companies. This land use type is assessed at 0.30 EDU per gross acre.

Developed Regional Commercial. This land use is defined as property that has been designated for regional commercial development (i.e. Shopping mall). This land use type is assessed at 0.36 EDU per gross acre.

Restricted/Special Land Use. This land use classification identifies properties that benefit from the improvements, but cannot be fairly categorized by one of the other land use designations. This land use classification may include, but is not limited to:
• Developed Commercial/Industrial properties that only a small portion of the parcel has been developed;
• Properties identified as planned residential subdivisions, but currently have development restrictions; or
• Vacant properties with development limitations or development plans that identify large portions of the property as open space areas, parklands or similar exempt land uses.

The following table shows the EDU factors assigned to each property type in the District:

Property Type Factor Basis
Single Family Residential – Subdivided Lot 1.00 Parcel
Planned Residential Subdivision 1.00 Planned Lot
Vacant, Undeveloped Private Property (1) 4.00 Acre
Vacant, Undeveloped Private Property (Zones 10, 11, 36 & 37)(1) 5.00 Acre Developed, Non-Residential Property 5.00 Acre
Developed, Multi-Family Residential 1.00 Unit
Undeveloped, Public Property (2) 0.00 Acre
Developed, Public Property (3) 0.30 Acre
Developed, Regional Commercial (4) 0.36 Acre

Notes

1. The Undeveloped Private property factor for Zones, 10, 11, 36 and 37 (5.00 EDU/Acre) reflects the more intense use of propert y within these Zones when the properties are developed as compared to property development in other Zones of the District, which are assigned a weighting factor of 4.00 EDU/Acre. It is important to note that the factors shown above are used to apportion the assessment within each specific Zone, not across the entire District and therefore this distinction is an appropriate reflection of these parcels’ benefit compared to other property types within the respective Zones.

2. It has been determined that undeveloped public properties generally do not benefit from the improvements and services provided by the District and are not assessed. These types of properties generally include easements, detention basins, parks or properties that have little or no development potential and therefore receive no special benefits from the D istrict improvements.

3. Developed Public properties typically receive comparatively less benefit from the improvements and services provided by the District, since the use and enhancement of these properties has little direct benefit from aesthetics of the local environment.

The factor shown was originally established based on typical proportionate cost of service and hours of use for this land use type.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

59 4. Regional Commercial properties have been assigned a reduced benefit because of their size and their more distant proximity to the District improvements. Additionally, due to the nature and hours of use, the benefit received by such properties from the improvements and services is substantially less than other developed properties. The factor shown was originally established based on a calculation of the proportionate cost of service, average floor area ratios, and hours of use.

Assessment Range Formula
The annual landscaping assessment shall be calculated for each parcel annually by multiplying each parcel’s number of EDU’s by the actual assessment rate for the specific fiscal year. The actual annual assessment rate levied in any fiscal year for the District may not exceed the maximum annual assessment rate for such fiscal year without receiving property owner approval for the increase. The actual assessment rate shall be as approved by the City Council, not to exceed the maximum annual assessment rate for such fiscal year, after a noticed public hearing has been conducted, as required by law.

In each year, starting in the first year after the consolidation of the District (2003-04), the maximum annual assessment rate for each Zone shall be increased in an amount equal to the lesser of: (1) three percent (3.0%), or (2) the annual percentage increase of the Local Consumer Price Index (“CPI”) for All Urban Consumers, for the San Francisco-Oakland-Hayward Area.

Each fiscal year, the City shall identify the percentage difference between the CPI for June and the CPI for the previous June (or similar time perio d). This percentage difference shall then establish the range of increased assessments allowed based on CPI. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or compa rable system as approved by the City Council for determining fluctuations in the cost of living.

The actual annual assessment rate and actual assessments levied in any fiscal year will be as approved by the City Council and may not exceed the maximum annua l assessment rate for that fiscal year without property owner approval via a Proposition 218 compliant increase procedure.

The percentage difference for the CPI for the San Francisco -Oakland-Hayward Area June 20 20 to June 2021 was 3.15%. The maximum assessment rates allowed for Fiscal Year 2022-23 therefore, have been adjusted by 3.00% over the prior year’s maximum assessment rates.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

60 PART V – ASSESSMENT DIAGRAM
The assessment diagrams for each Zone in the District are on file with the City’s Office of the City Clerk and available for public inspection.

The lines and dimensions of each lot or parcel within each Zone are those lines and dimensions shown on the maps of the Assessor of the County of San Joaquin for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report.

An overview map of the District showing the locations of each Zone is included herein as Appendix B.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

61 PART VI – ASSESSMENT ROLL
The assessment set forth for each parcel is shown on the Assessment Roll for the District, submitted separately, as "Assessment Roll for the City of Tracy, Consolidated Landscape Maintenance District, Fiscal Year 2022-23”, which exhibit is incorporated by reference herein as Appendix C under separate cover, and is on file in the Office of the City Clerk.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

1 APPENDIX A – IMPROVEMENT AREAS BY ZONE
Zone 1 Sycamore subdivision on east side of Tracy Boulevard Arterial Street Landscaping
Tracy Boulevard – Southeast corner of Tracy Boulevard and Central Avenue, north to 1688 S. Tracy Boulevard
Zone 2 Fairhaven subdivision on west side of Tracy Boulevard Arterial Street Landscaping
S. Tracy Boulevard – West side, approximately 1,000 feet south of Valpico to Sycamore Parkway (Fairhaven subdivision)
Rockport Way – Media n strip and side strips
Zone 3 Northwest section of Tracy, bordered by I-205 to the north, Byron Road to the south and O’Hare Drive to the east
Arterial Street Landscaping
Grant Line Road – North side from Corral Hollow Road to O’Hare Drive; south side from 1820 W. Grant Line Road, east to Lincoln Road; median island from Lincoln Road, west to Orchard Parkway; south side from Corral Hollow Road, west to Henley Parkway
Corral Hollow Road – West
side from Grant Line Road, south to Byron
Road; east side from Byron Road to approximately 150 feet north of Alegre; median island from Byron Road, north to Grant Line Road; east side from Grant Line Road, north to beginning of the channel way; median island on Corral Hollow Road, north of Grant Line Road to the Mall entrance
Kavanagh Avenue – South
side from Corral Hollow Road, east to Golden
Springs Drive

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

2 Lowell Avenue – Corral Hollow, west to Regency (both sides), north side from Henley Parkway heading west to the end of the sound wall; south side from Henley Parkway, west to Blandford Lane; median island from Corral Hollow Road, east to Lincoln Boulevard; south side from Corral Hollow Road, east to Promenade Circle; north side between the sound wall and curb, from Bridle Creek to Joe Pombo Parkway
Parkway; south side from east end of subdivision to the end of the s
oundwall/Joe Pombo Parkway; south side from Joe Pombo Parkway to Blandford Lane; south side from Promenade Circle, east to the end of the sound wall; northside from Henley Parkway, west to the end of the sound wall
Orchard Parkway –
East side from Lowell Avenue to Grant Line Road;
median island from Hillcrest, north to Joseph Damon Drive; west side from Lowell Avenue, north to approximately 500 feet north of Hillcrest, and from Joseph Damon Drive to Grant Line Road (to be weed free between curb and fence line); west side between curb and fence line, approximately 500 feet south of Joseph Damon Drive
Henley Parkway – East
side between sound wall and curb, from Lowell
Avenue to Bridle Creek Drive; west side from Lowell Avenue, north to the end of the sound wall (north of Giovanni)
Blandford Lane – East side from Lowell Avenue heading south to the end of the sound wall, including traffic circle at Lowell Avenue and Blandford Lane
Subdivision Landscaping

Arnaudo Village – Entryways at Lincoln Boulevard and Grant Line Road Blossom Valley – Entryways at Travao Lane and Grant Line Road, including median-island
Foothill Ranch Estates – Entr yway at Foothill Ranch Drive and Corral Hollow Road, including median-island
Woodfield Estates – Entryw ay at Fieldview, including north and south side sound wall and median strip along Fieldview; entryway at Promenade Circle, including west side of sound wall and median island Sterling Estates – Aleg
re – north side and median-island
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

3 Pheasant Run – Entryways at Corral Hollow Road and Fieldview, including median-island; Annie Court adjacent to Fieldview, including south side of sound wall
Bridle Creek – Entr yway at Lowell Avenue and Bridle Creek Circle, including median island on Bridle Creek Circle; entryway at Bridle Creek Circle and Joe Pombo Parkway
Entryways at Lowell Avenue and Oxford Way, including median-i sland on Oxford Way; entryway at Hampshire Lane, including median strip Laurelbrook – En tryway at Laurelbrook Drive and Southbrook Lane, including median strip
Foothill Vista – Entr yway at Hillcrest Drive between Orchard Parkway and Isabel Virginia
Countryside – Gio vanni Lane, both sides, including median-island, from Henley Parkway, west to Rochester Street
Park Maintenance
Arnaudo Village – Slater Park on Suellen Drive
Buena Vista Estates – Kelly Park on Tammi Court
Foothill Ranch Estates – New Harmon Park on Hillcrest Drive Laurelbrook – Dr. Ralph Allen Park at Veranda Court and Dorset Lane Sterling Estates – Pombo Family Park on Joseph Damon Drive and Mary Alice Court
Park Atherton – Eag an Park on Oxford Lane and Lowell Avenue; Thrasher Park on Lowell Avenue and Joseph Menusa Lane; McCray Park on Fieldview Drive and Vivian Lane
Weed Abatement
Corral Hollow – Byron Road, north to Grant Line Road
Grant Line – North side from Corral Hollow Road heading west 500 feet from curb to 10 feet behind curb
Orchard Parkway – East s ide from Lowell Avenue to Hillcrest Drive curb to sidewalk; Orchard Parkway median island from Lowell Avenue to Grant Line Road
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

4 Pombo Parkway – East side from existing landscape, north to the end of the sound wall
Zone 4 Located in front of the Summergate Apartments on Grant Line Road Weed Abatement
Grant Line Road – In front of apartment complex
Zone 5 Located south of East Grant Line Road and east of Esther Drive. No maintenance activity currently being performed
Zone 6 Located on the southwest corner of Clover Drive and North Tracy Boulevard. No maintenance activity currently being performed
Zone 7 Located within the boundaries of 11th Street to the south, Corral Hollow Road, the SPRR tracks to the south and Hickory Avenue on the east Arterial Street Landscaping
Lauriana Lane – West side of Cypress Drive, south to Schulte Drive Cypress Drive – North side from approximately 100 feet west of Hickory Avenue, west to Lauriana Lane; south side and median island from Lauriana Lane to Corral Hollow Road
Corral Hollow Road – East side approximately 300 feet north of Tennis Lane, south to the railroad tracks; east side, south from 11th Street to Cypress Drive (Safeway frontage only to include from face of curb to face of sidewalk); median strip from 11th Street, south to railroad tracks, south of Schulte Road; west side from Krohn Road, south to Cypress curb, to bike path
Schulte Road – From Corral Hollow Road heading east. The south side ends 1,000 feet before the railroad tracks. The north side ends at the railroad tracks and includes the median island

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

5 Subdivision Landscaping
Fox Hollow – Entryways at Tennis Lane and Lauriana Lane; entryways at Cypress Drive and Fox Hollow; entryways at Cypress Drive and Hunter’s Trail; entryways at Tennis Lane and Corral Hollow Road, including median strip and two cul-de-sacs at Pheasant Run Court and Thomas Dehaven Court
Harvest Country West – Entr yways at Raywood Lane, including median strip
Quail Meadows – Entr yway at Golden Leaf Lane, including median strip; entryway at Quail Meadows, including median strip
Candlewood Estates – Entr yway at Alden Glen Drive and Cypress Drive, including median strip
Corral Hollow Estates – Entr yway at Lauriana Lane, both side, including median strip from Schulte Road, south approximately 92 feet Park Maintenance
Fox Hollow – Kit Fox Park at Foxwood Court and Fox Hollow Way; Rippin Park at Tennis Lane and Firefly
Har vest Country West – Harvest Park at Birchwood Court and Fireside Lane Candlewood Estates – Patzer Park at Alden Glen Drive and Meadowlark Quail Meadows – Bailor-Hennan Park on Golden Leaf Lane
Weed Abatement
11th Street – Church frontage west of Alden Glen Drive, from face of curb to chain link fence
Schulte Road – fro m railroad tracks east of Lauriana Lane, heading west 1,000 feet to start of landscaping, 10 feet from the curb

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

6 Zone 8 Located within the boundaries of Corral Hollow Road on the west and 11th Street on the south
Arterial Street Landscaping
Belconte Drive – From 11th Street to Byron Road, east and west sides, including median-island
Redington Drive – Median -island, east and west of Belconte Drive Byron Road – From Corral Hollow Road, west approximately 2,280 feet to the end of the subdivision sound wall
Corral Hollow Road – West side from Byron Road to 11th Street Park Maintenance
Fabian – Fabian Park on Redington Drive
Zone 9 Located west of Tracy Boulevard from the UPRR spur line to Corral Hollow Road on the west, and to the south, Edgewood and Brookview West subdivisions Arterial Street Landscaping
Tracy Boulevard – Circle B Ranch – west side from 245 feet north of Mt.

Diablo Avenue, heading south past Schulte Road, approximately 650 feet to the end of the shopping center
Heritage subdivision – Wes t side starting from approximately 200 feet north of Menay Drive, heading south to West Central Avenue W est side from Central Avenue heading south approximately 970 feet south of Valpico Road, next to the baseball field
West side from Sycamore Parkway heading south approximately 570 feet, to the end of the sound wall
Corral Hollow Road – From the railroad tracks south to Parkside drive, approximately 600 feet
Sycamore Parkway – West side and medians from Amberwood Lane south to Dove Lane; south of Central Avenue to Tracy Boulevard; west side, from Schulte Road, south to Amberwood Lane

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

7 Schulte Road – Median strip from Tracy Boulevard to railroad tracks; north side from Tracy Boulevard to Sycamore Parkway; south side from Tracy Boulevard to west end of shopping center; south side, from Sycamore Parkway, west to the end of the sound wall; south side from Sycamore Parkway, east to the shopping center
Valpico Road – Tra
cy Boulevard, both side, west to the City limits;
median islands from Tracy Boulevard, west to the City limits West Central Avenue – Medi an from Tracy Boulevard to Sycamore Parkway; north side from Tracy Boulevard, west to the end of Cedrus Drive
Subdivision Landscaping
Circle B Ranch – Entryways at Morris Phelps and Schulte Road; entryways at Mt. Diablo Avenue and Tracy Boulevard
Hearthstone – Entr yways at Menay Drive and Tracy Boulevard; entryways at Amberwood Ln. and Sycamore Parkway cul-de-sac at Yorkshire Loop and Hampton Ct.

Regency Square – Entr yways at Monument Drive, Tracy Boulevard and Sycamore Parkway; Monument Drive (north and south sides), including
Median islands at Monterey and Vintage Courts; cul-d
e-sac at southeast
corner of Tahoe Court and northwest corner; cul-de-sacs at northeast and southwest corners of Tahoe Circle; court adjacent to Mt. Oso Mini Park on Henderson Court; court adjacent to Mt. Diablo Mini Park on Alpine Court
Muirfield – En
tryway at Steinbeck; entryway at Petrig; cul-de-sac at
Whitman Court; cul-de-sac at Longfellow Court; entryway at Dove Lane; median island on Chaplin, east and west of Sycamore Parkway; entry at Cagney; cul-de-sac at Shaw Creek; cul-de-sac at Williams Court; cul-de- sac at Bogart Court; cul-de-sac at Mansfield Court; cul-de-sac at Hepburn Court; entryway at Allegheny
Glen Creek – Entr yway at Glen Creek Way
Greystone Station – Median-island at Windham; median-island at Sudley Drive
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

8 Harvest Glen – Entryway at Ray Harvey Drive; entryway at Meadow Lane; cul-de-sac at Cornucopia
Ironwood – Entr yway at Monument Drive; walking path from Whitehaven Court, heading west to Mountain View Road; cul-de-sac at Newcastle Court; cul-de-sac at Clairmont Court; cul-de-sac at Hampton Court
Park Maintenance
Hearthstone – Valley Oak Park at Larkspur and Honeysuckle Court; Evelyn Costa Park at Claremont Drive and Whitehaven Court Parkside Estates – Evan s Park on Parkside Drive
Harvest Glen – Fitzpatrick Park on Savanna Drive; Albert Emhoff Park on Jonathon Place and Moonlight Way
Regency Square – Mt. Oso Park at Henderson Court; Mt. Diablo Park at Alpine Court
Muirfield – Gol den Spike Park on Christy Court; Fred Icardi Park on Russell Street at Steinbeck Way; Westside Pioneer Park at Cagney Drive and Hepburn Street
Circle B – Sister Cities Park at Morris Phelps Drive and Saddleback Court Greystone Station – John Kimball Park at Tom Fowler Drive and Sudley Drive
Sienna Park – Trac y Press Park at Schulte Road and Weeping Willow Lane Zone 10 Includes the MacArthur Drive area, bounded by I-205 to the north and 11th Street to the south
Arterial Street Landscaping
MacArthur Drive – East side, from Pescadero Avenue south to 2020 MacArthur Drive (curb to sidewalk); west side from Grant Line Road to 11th Street, approximately 35 feet from curb; median strip from I-205 to 11th Street; west side from Pescadero Avenue, south to end of the California Esprit subdivision; east side from Pescadero Avenue, north 165 feet; west side from Pescadero to a private canal; North side of 11 th
Street at channelway
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

9 Pescadero Avenue – North side, from MacArthur Drive, east to the end of the Outlet Center, curb to sidewalk and median strip; adjacent to Yellow Freight, from redwood header to sidewalk; south side adjacent to Market Wholesale, from face of curb approximately 30 feet; south side adjacent to the California Esprit subdivision, from MacArthur Drive west to the end of the sound wall; south side from MacArthur Drive, east to McLane Food Services; north side starting at 3403 Bungalows Drive to MacArthur Drive
Grant Line Road – Nor th side, MacArthur Drive, east to the City limits, including median strip; south side, east of channelway to Skylark (ground cover only)
Zone 11 Located southwest at the corner of W. Eleventh Street and N. MacArthur Drive.

In front of storage facility
Zone 12 Located northwest of I-205 including the existing arterial landscaping along the right-of-way on Naglee Road and Grant Line Road
Arterial Street Landscaping
Naglee Road – From Grant Line Road to Auto Plaza Drive, median and 5 foot strip between curb and sidewalk on the east side; west side from Pavilion Parkway to Robertson Drive, turf and curb strip only; Grant Line Road to Auto Plaza drive sidewalk on west side
Auto Plaza Drive – Sout
h side curb face to sidewalk, from Naglee Road,
east to dead end
Robertson Drive – Both sides of the street curb face to sidewalk, from Naglee Road, west to Pavilion Parkway
Grant Line Road – Sout h side from 2850 W. Grant Line Road, west to 3292 W. Grant Line Road; north side from west driveway of Chevron at 2615 W. Grant Line Road, west to the western edge of the property at 2785 W. Grant Line Road
Pavilion Parkway – Both
sides of the street curb face to sidewalk, from
Naglee Road to Power Road; median from Naglee Road, west to Power Road
Corral Hollow – Medi
an from I-205 to Mall entrance; east side from I-205
to Mall entrance
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

10 Zone 13 Located southwest of I-205 with 11th Street bordering on the south, Lammers Road on the west and Byron Road on the north
Arterial Street Landscaping
Fabian Road – North side from the edge of the sound wall, east to Montgomery Lane, west to Lammers Road; both sides and median on Montgomery Lane from King Loop to Fabian Rd
Lammers Road – East side from Fabian Road, north to Feteira Way Subdivision Landscaping
Westgate – Entryway at Westgate Drive, both sides, east to Antonio Loop; entryway from Feteira Way to Glazzy Lane, both sides, from Lammers Road, east to Glazzy Lane; median on Souza Way, from Thelma Loop to Antonio Loop
Park Maintenance
Souza Park South – On Antonio Loop between Souza Way and Ann Marie Way
Souza Park North – On T helma Loop between Milton Jenson Court and Michael Drive
Zone 14 Bounded on the west by Lammers Road, on the east by Corral Hollow Road and on the south by Schulte Road and the railroad tracks
Arterial Street Landscaping
Corral Hollow Road – West side, 234 feet north of Tracey Jean Way, including the walking path between Corral Hollow Road and Tracey Jean Court
Subdivision Landscaping
Gabriel Estates – Entryway at Tracey Jean Way, including median strip Park Maintenance
Joan Sparks Park – On Carol Ann Drive
Chandeayne Kingsley Park – On Robert Gabriel Drive
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

11 Zone 15 Located in the southwest section of the City, bordered by Tracy Boulevard, Linne Road and Corral Hollow Road
Arterial Street Landscaping
Tracy Boulevard – West side, from approximately 700 feet north of Whispering Wind, south to the end of the sound wall
Whispering Wind – Bot h sides, including medians from Tracy Boulevard, west to English Oaks Lane
Applebrook Lane – Both sides, including median from Whispering Wind, south to approximately 75 feet
English Oak Lane – East side from Whispering Wind, north to approximately 80 feet
Windsong Drive – Both sides, including median from Tracy Boulevard, west to approximately 370 feet
Corral Hollow Road – East side from 75 feet north of Peony Drive, heading south to railroad tracks
Subdivision Landscaping
Edgewood VI – Entryway at Peony Drive, both sides, including median strip from Corral Hollow Road, east to Maison Court; entryway at Middlefield Drive, both sides, including median strip from Corral Hollow Road, east to Whispering Wind Drive
Park Maintenance
William Adams Park – On Edgewood Terrace Drive
Don Cose Park – On Whirlway Lane
Bill Schwartz Park – On Peony Drive
Zone 16 Bordered on the north by Byron Road, 11th Street on the south, Palomar Drive on the west and Mamie Anderson on the east
Subdivision Landscaping
Crossroads Drive – Crossroads Drive, east and west from 11th Street to Solomon Lane; Crossroads Drive from Solomon Drive to fence line of 2506 Spencer Lane
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

12 Park Maintenance
Dan Busch Park – On the northeast corner of Crossroads Drive and Tolbert Drive
Zone 17 Includes all areas east of Tracy Boulevard between the SPRR tracks on the north and 100 feet north of Deerwood Lane on the south
Arterial Street Landscaping
Tracy Boulevard – East side from Valpico Road, north to the end of the shopping center (on-site landscape contractor maintains the 5,150 sq. ft. of shrubs and 800 sq. ft. of turf); east side from Valpico Road, south to the end of the shopping center
Central Avenue – West side from Schulte Road, south to Ferdinand Street and the east side from Schulte Road, south to Deerwood Lane; west side from Schulte Road, north to Country Court, including ground cover in front of fence on Mt. Oso
Schulte Road – Nort h side from Tracy Boulevard, east to the cemetery; medians from east of Tracy Boulevard to Gianelli Street; south side from Central Avenue to 300 feet east of Independence Drive
MacArthur Boulevard – West side from Krider Court, south to the north edge of the cemetery
Third Street – Nort h side from Jaeger to Tudor
Leamon Street – South side of California Cameo Parkway from MacArthur Boulevard, west to Third Street and Jaeger Street Mt. Diablo Avenue – Sout h side (est. 1,000 sq. ft.) and median-island from MacArthur, west to Third Street
Valpico Boulevard – Sout h side from Tracy Boulevard, east to end of landscaping; north side from Tracy Boulevard, east to end of landscaping (on-site landscape contractor maintains the 4,906 sq. ft. of shrubs) Subdivision Landscaping
Meadow Glen – Entryways at Edenvale and Schulte Road; parkway from Cedar Mountain Drive to San Simeon Way
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

13 Victoria Park I – Entryways at Gianelli, including median, south side of Schulte Road; cul-de-sacs at Elizabeth Court, Henry Court and Edward Court
Victoria Park II (American Classics) – Cul-de-s acs at James Court and Mary Court
Victoria Park II (Traditions) – Cul-de-s acs at Elysan, Lavender and Primrose Courts, and entrance at Junior Harrington, north side to 100 feet east
California Collections – Entr yways at MacArthur Drive and Wagtail Drive; cul-de-sac at Krider Court
California Renaissance – Entr yway median at Third Street; entryway and median at Hotchkiss Street; cul-de-sac at Sir Lancelot
California Cameo – Entr yway median at Leamon Street; cul-de-sac at Versailles Court; cul-de-sac at Czerny Street
Park Maintenance
Meadow Glen – Florence Stevens Park at Tassajero Court
Victoria Park – Sullivan Park on Victoria Street
California Collections – Huck Park on Wagtail Drive
Zone 18 Bounded on the north by Valpico Road, on the east by MacArthur Drive and on the south by Linne Road
Arterial Street Landscaping
Valpico Road (Glenbriar Estates) – South side from MacArthur Drive, west to the end of the sound wall; south side from Pebblebrook Drive, west to the end of the sound wall, approximately 600 feet (Pebblebrook Estates) MacArthur Drive (Glenbriar Estates) – West side from Valpico Road, south to the end of the landscaping, approximately 290 south of Fair Oaks Road; west side from Glenbrook Drive, south 237 feet to end of landscape; north 220 feet to the end of the landscaping

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

14 Subdivision Landscaping
Glenbriar Estates – Glenbriar Drive from Valpico Road, south to Glenbriar Circle, both sides and median
Pebblebrook Estates – Entr yway at Pebblebrook Drive, including median; cul-de-sac at Pebblebrook Court
Zone 19 Located north of the UPRR tracks, south of Valpico Road, east of Tracy Boulevard and west of Glenbriar Estates
Arterial Street Landscaping
Tracy Boulevard – East side including median from Valpico Road, south to UPRR tracks, Whispering Winds, Regency and Brookview,
Park Maintenance
William Kendal Lowes Park
Subdivision Landscaping
Regis Drive – West side from Whispering Wind Drive, south to Dietrick Avenue; from Regis Drive, east to 418 feet east of Reids Way; from Whispering Wind Drive, north to Arezzo Way, then east on Arezzo Way to Escatta Avenue
Brookview Driv e – From Perennial Place, east to Glenhaven Drive, north side; from Regis Drive, east to Glenhaven Drive, south side Zone 20 (Larkspur Estates) located generally south of Montclair Lane, west of MacArthur Drive, and north of Valpico Road
Arterial Street Landscaping
MacArthur Boulevard – West side from DeBord Drive, north 415 feet to the end of the sound wall, and south from DeBord Drive 213 feet to the end of the sound wall; median on DeBord Drive
Park Maintenance
Stalsberg Drive – Clyde Abbot Park located on the south dead end of Stalsberg Drive
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

15 Zone 21 (Huntington Park) located generally between Byron Road, south to Fabian Road and Gentry Lane, east to Jones Lane
Subdivision Landscaping
Huntington Park – Entryway on Montgomery Lane, both sides from Fabian Road, north to King Loop, including median; entryway on Lankershire Drive, both sides from Byron Road, south to Kensington Court, including median; cul-de-sac on Kensington Court; Byron Road south side from Lankershire Drive, west 243 feet to the end of the sound wall, and east from Lankershire Drive 554 feet to the end of the sound wall; entryway at Byron Road, 100 feet to Ogden Sannazor, east and west side of the pathway
Mini-Park Maintenance

Richard Hastie Park – located on Huntington Park Drive
Zone 22 G enerally located between Corral Hollow Road, east to Egret Drive, and from Persimmon Way, south to Starflower Drive on the western half and Dove Drive on the eastern half
Arterial Street Landscaping
Corral Hollow Road – East side from Starflower Drive, north to the end of the sound wall of the sound wall
Subdivision Landscaping
Parkview (Muirfield 7) – North side of Persimmon Way along the sound wall from Geranium, west to Corral Hollow Road; west side of Lotus Way, along sound wall from Starflower Drive, north to Petunia; north side of Starflower along sound wall from Corral Hollow Road, east to Lotus Way, including median
Zone 23 Starflower Drive south to canal between Corral Hollow Road, Monroe Street and Gretchen Talley Park
Arterial Street Landscaping
Corral Hollow Road – From Starflower Drive, south to Kagehiro Drive; east side of Corral Hollow, Kagehiro Drive to Lotus Way Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

16 Starflower Drive – From Corral Hollow Rd south side to Lotus way Kagehiro Drive – From Corral Hollow Road, east to Lotus Way Zone 24 ( Eastlake) - Located south of 26102 S. MacArthur Drive, north of Valpico Road and east of MacArthur Drive
Park Maintenance Only
Tiago Park – Located on Eastlake Circle between Crater Place and McKenna Court
Zone 25 Located north of Brichetto Road and Schulte Road, east of Zone 32. No maintenance activity currently being performed
Zone 26 Located generally west of Corral Hollow Road, east of Lammers Road, north of Zone 14 and south of W. 11th Street
Arterial Street Landscaping
Corral Hollow Road – 60 feet north of Cypress Drive to the end of the sound wall, south approximately 240 feet; north side, 31 feet north of Cypress Drive
Sterling Park II – From San Marcos subdivision at Tennis Lane, 290 feet north to the Sterling Park subdivision; Tennis Lane, west of Corral Hollow Road center median and south side
Krohn Road – South side from Corral Hollow Road, west to end of landscaping
Subdivision Landscaping
Sterling Park – Cypress Drive, north and south side, including median; Banff, east and west side, including median
San Marcos – Schu lte, north and south side, including median; Babcock entryway and median; Cabana entryway and median; Schulte Road, north 922 feet to Tennis Lane; Schulte Road, south to Golden Leaf Lane; Nabor Court
Park Maintenance

Verner Harrison – Located at Jill Drive and Brittany
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

17 Marlow Brothers – Located at Adaire Lane and Golden Leaf Lane John Erb Park – located Barcelona Drive and Cypress Drive Zone 27 Located generally west of Zone 26, south of Zone 28, north of Zones 25 and 14, approximately one mile east of Lammers Road
Arterial Street Landscaping
South Gate – Schulte Road, east from Mabel Josephine to the end of the landscaping
South Gate – Mab el Josephine, south from Schulte Road to Patrick McCaffrey Drive
South Gate – Sch ulte Road median, east from Mabel Josephine to Barcelona
Zone 28 Located generally south of W. 11th Street, west of Zone 26, north of Zone 27 and east of Lammers Road
Subdivision Landscaping
Crossroads Drive – From 11th Street, heading south on west side of the dead end of Crossroads Drive, curb to sound wall (curb to mow strip in front of Sports Complex); from 11th Street, heading south on the east side of the dead end of Crossroads Drive; median from 11th Street, heading south to the end of Crossroads Drive; Cranston Court; Wyman Court; Bennet Court; Marshall Court
Jefferson Parkway – 11th Street, heading south to Safford Lane; median from 11th Street, heading south to Safford Lane; east side from 11th Street to end of Sports Complex
Zone 29 Located generally south of Schulte Road, north of Valpico Road, west of Chrisman Road and east of Zone 24
Arterial Street Landscaping
Valpico Road – North side of Valpico Road from Chrisman Road, heading west 1,018 feet to the end of the sound wall; north side from Elissagaray Drive, heading west 145 feet; north side starting 440 feet west of Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

18 Elissagaray Drive at sound wall, heading 238 feet west to the end of the sound wall
Chrisman Road – Wes t side of Valpico Road, heading north 960 feet past Elissagaray Drive
Subdivision Landscaping
Elissagaray Drive – East side from Valpico Road to Rodger Drive; east side from Rodger Drive, heading northeast to Chrisman Road, including Amatchi Drive entrances, east and west; west side from Rodger Drive, heading north to Dominique Drive; north side from Aldacourrou Street, heading east to Chrisman Road
Dominique Drive – Sout
h side from Elissagaray Drive, heading west 525
feet past Basque Drive
Mount Pellier Street – West side from 125 feet south of Montauban Street, heading south 225 feet to the end of the fence at 2203 Mt. Pellier Street
Subdivision Court Landscaping
Baigorry Court – East side from 130 feet south of Rodger Drive, starting at the sound wall 210 feet to the end of the sound wall Park Maintenance
Robert Kellogg Park – Located on Elissagaray Street
Zone 30 Yosemite Vista Housing Development located on S. MacArthur Drive Arterial Street Landscaping
S. MacArthur Drive – From Yosemite Drive, heading north to the end of the sound wall; from Yosemite Drive, heading south to Jesse J. Martinez Drive; from Jesse J. Martinez Drive, heading south to the end of the landscaping
Yosemite Drive – Median
-island from S. MacArthur Drive, east
approximately 100 feet

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

19 Park Maintenance
Sentinel Drive – Jim Raymond Park
Zone 31 Tracy Mini Storage
Arterial Street Landscaping
Tracy Boulevard – East of Tracy Boulevard, west of Zone 28 and south of Valpico Road
Zone 32 Located north of Schulte Road, east of Lammers Road. No maintenance activity currently being performed
Zone 33 Generally located south of I-205, north of the SPRR tracks and east of Chrisman Road
Arterial Street Landscaping
Grant Line Road – From Best Buy warehouse, east to Skylark Way Zone 34 The triangle area located south of the SPRR tacks, north of W. 11th Street and east of Corral Hollow Road
Arterial Street Landscaping
Corral Hollow Road – East side from 11th Street, north to railroad tracks at Byron Road
11th Street – From r ailroad tracks east of Alden Glen, heading west to Corral Hollow Road, north side from sidewalk to mow strip Zone 35 East side of Tracy Boulevard between Centre Court and Tennis Lane Arterial Street Landscaping
Tracy Boulevard – East side from BSC, heading south 375 feet past Tennis Lane
11th Street – From r ailroad tracks east of Alden Glen, heading west to Corral Hollow Road, north side from sidewalk to mow strip Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

20 Subdivision Landscaping
Ryland Junction – Ent ryway at Tracy Boulevard and Tennis Lane, including median; entryway at Tracy Boulevard and Centre Court, including median; Rockingham Court cul-de-sacs
Park Maintenance
Fisher Park – Located on Tracy Boulevard between Tennis Lane and Centre Court
Zone 36 El Pescadero at Grant Line Road
Arterial Street Landscaping
El Pescadero Park – South of El Pescadero Park, north of Grant Line Road and east of Buthmann
Zone 37 Forrest Greens
Arterial Street Landscaping
Acacia Street – North side of Acacia Street between East Street and MacArthur Drive
Zone 38 This Zone is split into four different areas within the District (Funded by City’s General Fund, and not assessment revenue)
Zone A
Arterial Street Landscaping
11th Street – North side of 11th Street from Belconte Drive, west to Lammers Road; north side of 11th Street from Corral Hollow Road, west to Belconte Drive, from curb to sidewalk; north side of 11th Street from rail road tracks east of Alden Glen Drive, west to Corral Hollow Road, from curb to sidewalk; south side of 11th Street from Corral Hollow Road, west to the end of the landscaping west of Jefferson Drive, curb to sidewalk; south side of 11th Street from railroad tracks east of Alden Glen Drive, west to Corral Hollow Road, curb to sidewalk; median on 11th Street from rail road tracks east of Alden Glen Drive, heading west to Lammers Road; Lammers Road – westside, median and eastside from 11th Street to end of Kimball High School; on eastside from curb to fence.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

21 Grant Line Road – South side of Grant Line Road from 1820 W. Grant Line Road, east to Lincoln Boulevard; Corral Hollow Road, west side from Grant Line Road, north to I-205
Tracy Transit Station – Plaza ar ea in the middle of 6th Street from Central Avenue to D Street; traffic circle at the intersection of 6th Street and Central Avenue; traffic circle at the intersection of 6th Street and D Street; all on-site landscaping around the transit building and parking lot Zone B
V
alpico Town Center – North side of Valipco Road from Glenbriar Drive heading east to MacArthur Drive.

Zone 40 Located at the northwest corner of Valpico Road and MacArthur Arterial Street Landscaping
Rite-Aid – North side of Valpico Road from MacArthur Drive, heading west 370 feet to second driveway; west side of MacArthur Drive from Valpico Road, heading north 135 feet
Zone 41 Located at east side of Corral Hollow Road, north of Tennis Lane and south of Cypress Drive
Arterial Street Landscaping
Corral Hollow Road – east side of Corral Hollow Road fronting 350 N.

Corral Hollow Road, starting from 285 feet north of Cypress Drive, heading north 375 feet to the end of the landscaping
Zone 42 Located at south side of W. Grant Line Road, north of Byron Road and west of S.

Lammers Road
Arterial Street Landscaping
Grant Line – C enter median and south side from east to west of complex

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

22 Zone 43 Located east of MacArthur Drive and north of Valpico Road Arterial Street Landscaping
Tract 3290 (Ventana) – Ong oing maintenance, servicing and operation of the landscaping improvements within the public right- of-ways, to be installed in connection with this development Channel Way with Arterial Landscaping
Located in Zone 1
Central Avenue – From Silkwood Lane, west to Tracy Boulevard (channel way in front of the Sycamore Village apartments); Central Avenue channel along the eastern side of the Sycamore Village apartments Transit Corridor – Bike path to face of curb; from Silkwood lane west to Tracy Blvd in front of the Sycamore Apartments
Located in Zone 3
Grant Line Road – East side from Grant Line Road to the I-205 freeway right-of-way, approximately 1,600 linear feet; east side from Grant Line Road, north to I-205 (no mow), weed down as needed
Orchard Parkway – West side of Orchard Parkway from Lowell Avenue to Grant Line Road
Vivian Lane/Rita Way – From south end of Vivian Lane, heading north past Rita Way to Lowell Avenue
Lowell Avenue – Nor th side of Lowell Avenue to Orchard Parkway Transit Corridor (bike path to face of curb) – East side of Corral Hollow Road from Grant Line Road to I-205; Orchard Parkway shrubs; Orchard Parkway, west side from Lowell Avenue to Grant Line Road; Vivian Lane/Rita Way from rail road tracks, south of Vivian Lane, north to Lowell Avenue; north side of Lowell Avenue, west to Orchard Parkway Located in Zone 7
From edge of property to bike path – North side of Cypress Drive from Corral Hollow Road to Lauriana lane; east side of Lauriana Lane from Cypress Drive to Schulte Road; north side of Schulte Road from Lauriana Lane, east to the rail road tracks
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

23 Transit Corridor (bike path to face of curb) – Starting at the rail road tracks on Schulte Road west of Sycamore Parkway, heading west to Lauriana Lane, then on Lauriana, then west on Cypress Drive to Corral Hollow Road
Located in Zone 9
From edge of property to bike path – North side of Schulte Road channel way from railroad tracks to Sycamore Parkway; east side of Sycamore Parkway from Schulte Road, south to Windham Drive; south side of Central Avenue from Tracy Boulevard to Sycamore Parkway; east side of Windham Drive, south from Sycamore Parkway to Cherry Blossom Transit Corridor (bike path to face of curb) – From C herry Blossom, north to Sycamore Parkway on the east side, north to Schulte Road then west to rail road tracks; Central Avenue from Tracy Boulevard, west to Sycamore Parkway; north side of Schulte Road from Sycamore Parkway, west to Lauriana Lane
Located in Zone 10
MacArthur Drive
– Landscaped channel way, east side from 11th Street
overpass, north to driveway at 2020 MacArthur Drive-edge of property to bike path; non-landscaped channel area, east side from driveway at 2020 MacArthur Drive to Grant Line Road, north to Pescadero Road; I- 205, west to rail road tracks west of MacArthur
Pescadero Avenue – Starti ng from the east driveway of the Outlet Mall, heading east 835 feet to the curve, then heading north 975 feet to the curve, then west 2,080 feet, ending at MacArthur Drive; starting from the south side of Pescadero Avenue from the east driveway of the Outlet Mall, heading south 2,550 feet to Grant Line Road; starting on the eastern edge of the property at 800 Grant Line Road, heading south 485 feet, then picking back up on the south side of the rail road tracks and heading south 950 feet to MacArthur Drive (Channel way is approximately 50 feet wide)
Transit Corridor (
bike path to face of curb) – East side of MacArthur Drive from the 11th Street overpass, north to 1820 MacArthur Drive Located in Zone 12
Naglee Detention Basin – Around fence line to bottom of the berm; entrance on Naglee Road, northwest side of Auto Plaza Drive Park and Ride Lot – Tran sit corridor Park & Ride
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

24 Located in Zone 26
From edg e of p roperty to bike path – West side of Corral Hollow Road from Cypress Drive, north to Krohn Road; end of channel way from Krohn Road, 300 feet west to DB-V Detention Basin;
Placentia Fields Channel Way (G eneral Fund Channel Way) – North of Cypress Drive towards 11th Street, then east to the end of the channel way
Transit Corridor (bike path to face of curb) – West side of Corral Hollow Road from Cypress Drive, north to Krohn Road
Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

APPENDIX B – CONSOLIDATED LANDSCAPE MAINTENANCE MAP
A Diagram showing the District and Zone boundaries is on the following page.

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23

Engineer’s Report
Consolidated Landscape Maintenance District
City of Tracy
Fiscal Year 2022-23
APPENDIX C – ASSESSMENT ROLL
The assessment set forth for each parcel is shown on the Assessment Roll for the District, submitted separately, as "Assessment Roll for the City of Tracy, Consolidated Landscape Maintenance District, Fiscal Year 2022-23”, which exhibit is incorporated by reference herein as Appendix C under separate cover, and is on file in the Office of the City Clerk.

The Assessment Roll lists all parcels within the boundaries of the District as shown on the Assessment Diagram, Part D herein, and on the last equalized roll of the Assessor of the County of San Joaquin, which is by reference made part of this report.

A list of names and addresses of the owners of all parcels within this District is shown on the last equalized Property Tax Roll of the Assessor of the County of San Joaquin, which by reference is hereby made a part of this report. This list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll on file in the office of the City Clerk of the City of Tracy.

APPROVED AS TO FORM AND LEGALITY
________________________
CIT
Y ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022 _______________

INITIATING PROCEEDINGS FOR THE ANNUAL LEVY OF ASSESSMENTS AND ORDERING THE PREPARATION OF AN ENGINEER’S REPORT FOR

THE TRACY CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT

PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR FISCAL YEAR 2022/2023
WHEREAS, the City Council of the City of Tracy previously formed a special maintenance district, the Tracy Consolidated Landscape Maintenance District (“District”), pursuant to the terms of the “Landscaping and Lighting Act of 1972,” codified in Division 15, Part 2 of the California Streets and Highways Code (“Act”), and
WHEREAS, the City Council has retained Harris & Associates (“Harris”) for the purpose of assisting with the annual levy of the District and to prepare and file with the City Clerk, the Annual Assessment Report (“Report”) for the District in accordance with the Act; now, therefore, be it
RESOLVED: Annual Engineer’s Report: The City Council wishes to initiate proceedings for the preparation of the Report and hereby orders Harris to prepare and file with the City Clerk, the Report concerning the annual levy and collection of assessments for the District. Said levy and collection shall be for the fiscal year commencing July 1, 2022, and ending June 30, 2023, in accordance with Chapter 3, Section 22622 of the Act; and be it FURTHER RESOLVED: Proposed Improvements: The improvements within the District may include, but are not limited to, the maintenance, operation and incidental expenses related to:
street trees; turf; ground cover and shrubs; irrigation and electrical systems; monuments; fountains; hardscape improvements; masonry walls and other fencing; and all necessary appurtenances and services connected with the landscaped channelways, medians, parkways, entryways, parks and public easements and facilities designated and maintained as part of the District improvements.

The Report shall provide a more detailed description of the improvements and services provided by the District.
* * * * * * * * *
* * * * *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by the following vote:

AYES: CO
UNCIL MEMBERS:

NOES:

COUNCIL MEMBERS:

ABSENT: CO
UNCIL MEMBERS:

ABSTENT
ION: COUNCIL MEMBERS:
___________________________________________
NANCY
D. YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City of Tracy, California
Resolution 2022-

APPROVED AS TO FORM AND LEGALITY
________________________
CITY
ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022- __________
APPROVING THE PRELIMINARY ENGINEER’S REPORT REGARDING THE

PROPOSED LEVY AND COLLECTION OF ASSESSMENTS FOR THE TRACY

CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR FISCAL YEAR 2022/2023
WHEREAS, the City Council, pursuant to provisions of the “Landscaping an d Lighting Act of 1972,” codified in Division 15, Part 2 of the California Streets and Highways Code (“Act”), did by prev
ious Resolution, order the preparation of the Fiscal Year 2022/2023 Engineer’s Report (“Report”) for the Tracy Consolidated Landscape Maintenance District (“District”), and WHEREAS, the City Council, pursuant to provisions of the Act, proposes to levy and collect assessments against lots and parcels of land within the various Zones of the District for Fiscal Year 2022/2023 to pay the maintenance, servicing, and operation of the improvements related thereto, and
WHEREAS, this City Council has examined and reviewed the Report as presented, and is preliminarily satisfied with the description of the District, the Zones, and improvements identified therein, each of the budget items and documents as set forth, and is satisfied that the proposed assessments have been spread proportionately in accordance with the special benefit each property receives from the improvements, operation, maintenance, and services to be performed, as set forth in the Report or as modified by Council action and inc orporated herein; now, therefore, be it

RESOLVED
: The above recitals are true and correct; and be it

FURTHER
RESOLVED: Contents of the Engineer’s Report: The Report as presented, consists of the following:
a. A sufficient description of the territory and properties within the District, the Zones therein and the improvements and services to be provided. b. The Annual Budgets associated with the various improvements and services provided by the District (an estimate of the costs and expenses required for the operation and maintenance of the improvements within the various Zones of the District).
c. An Assessment Rate per benefit unit and description of the Method of Apportionment sufficient to calculate the proportional special benefit assessment to be applied to each parcel for Fiscal Year 2022/2023 and identification of the maximum assessment rates that may be applied to properties within each Zone of the District.

An assessment roll identifying the proposed levy amount for each assessed parcel within the District for Fiscal Year 2022/2023; and be it

FURTHER
RESOLVED: Approval of the Engineer’s Report: The Report as presented is hereby preliminarily approved pursuant to California Streets and Highways Code Section 22623, and ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection.
* * * * * * * * * * * *
* *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by the following vote:

AYES: COUNCI
L MEMBERS:

NOES: CO
UNCIL MEMBERS:

ABSENT: COUNCI
L MEMBERS:

ABSTENTI
ON: COUNCIL MEMBERS:
___________________________________________
NANCY D.

YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City of Tracy, California
Resolution 2022-

APPROVED AS TO FORM AND LEGALITY
________________________
CITY
ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022-__________
DECLARING THE CITY OF TRACY’S INTENTION TO LEVY ANNUAL

ASSESSMENTS FOR THE TRACY CONSOLIDATED LANDSCAPE
MAINTENANCE DISTRICT FISCAL YEAR 2022/2023 AND SETTING A PUBLIC HEARING ON JULY 05, 2022, AT 7:00 PM TO CONSIDER THE SAME IN ACCORDANCE WITH THE LANDSCAPING AND LIGHTING ACT OF 1972 WHEREAS, the City Council, pursuant to provisions of the “Landscaping an d Lighting Act of 1972,” codified in Division 15, Part 2 of the California Streets and Highways Code (“Act”), did by previous Resolution, initiate proceedings for the levy and collection of assessments against lots and parcels within the Tracy Consolidated Landscape Maintenance District (“District”) for Fiscal Year 2022/2023, and
WHEREAS, Harris & Associates (“As sessment Engineer” for the District) has prepared and filed the District Engineer’s Report (“Report”) for Fiscal Year 2022/2023 with the City Clerk pursuant to Streets and Highways Code Section 22623, and said report has been presented to the City Council, and is incorporated herein by reference, and WHEREAS, the Report does not include new or increased assessments pursuant to Government Code section 54954.6; now, therefore, be it

RESOLVED
: That the above recitals are true and correct; and be it

FURTHER
RESOLVED: That the City Council, pursuant to Streets and Highways Code Section 22624, hereby declares its intention to order the District improvements and to levy and collect assessments against lots and parcels of land therein for Fiscal Year 2022/2023, to pay the costs and expenses of the improvements that provide special benefits to said properties. The City Council finds that the District improvements and the levy and collection of the assessments related thereto is in the best interest of the property owners; and be it FURTHER RESOLVED: Description of Improvements: The District improvements and services include, but are not limited to, the maintenance, operation and incidental expenses related to: street trees; turf; ground cover and shrubs; irrigation and electrical systems; monuments; fountains; hardscape improvements; masonry walls and other fencing, and all necessary appurtenances and services connected with the landscaped channelways, medians, parkways, entryways, parks and public easements and facilities designated and maintained as part of the District improvements. No substantial changes in the improvements or services are proposed for Fiscal Year 2022/2023 other than to services levels as they correspond to each Zone’s funding availability or for the addition of planned improvement areas that were an ticipated as part of ongoing development within specific zones. The Engineer’s Report for Fiscal Year 2022/2023 shall provide a more detailed description of the improvements and services provi ded by the District and by reference this Report shall describe any substantial changes or expansion of the improvements for which properties are assessed, and be it FURTHER RESOLVED: That the Assessment Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council, an Engineer’s Report in connection with the proposed improvements, the assessments, and the levy and collection of assessments against lot s an d parcels of land within the District for Fiscal Year 2022/2023 in accordance with Chapter 1, Article 4 of the Streets and Highways Code and as required by Section 22623 of the Streets and Highways Code, and the City Council did by Resolution preliminarily approve said Report. Reference is hereby made to the Engineer’s Report for a detailed description of improvements, the boundaries of the District consisting of forty-one (41) benefit Zones designated as Zones 1 through 37, and Zones 40 through 43; and the proposed assessments upon assessable lots and parcels of land within the said District and Zones, and be it
FURTHER RESOLVED: That the proposed District assessments for Fiscal Year 2022/2023 are apportioned according to the rates and method identified in the Engineer’s Report and do not exceed the maximum assessments previously authorized by the City Council and approved by property owners through protest ballot proceedings conducted in accordance with the provisions of the California Constitution Article XIIID, and be it FURTHER RESOLVED: That the proposed District assessments for Fiscal Year 2022/2023 are not a new or increased assessment pursuant to Government Code Section 54954.6, and be it
FURTHER RESOLVED: That the City Council hereby declares its intention to conduct a Public Hearing concerning the District, the improvements, and the levy of assessments and in accordance with Streets and Highways Code Sections 22624(e) and 22625, notice is hereby given that on Tuesday, July 5, 2022 at 7:00 P.M., the City Council will hold a Public Hearing for the
District and the levy and collection of assessments for Fiscal Year 2022/2023, or as soon thereafter
as feasible. The Public Hearing will be held in the City Council chambers, located at 333
Civic Center Plaza, Tracy, at the time so fixed. At the Public Hearing, all interested persons
shall be afforded the opportunity to hear and be heard, and be it FURTHER RESOLVED: That the City shall give notice of the time and place of the Public Hearing to all property owners within the District by causing the publishing of this Reso
lution once in the local newspaper not less than ten (10) days before the date of the Public Hearing, and by posting a copy of this resolution on the official bulletin board customarily used by the City Council for the posting of notices, pursuant to Sections 22552, 22553, 22554 and 22626 of the Act. For Fiscal Year 2022/2023 no new or increased assessments are proposed and a mailing of a notice and ballot to the property owners is not required, and be it FURTHER RESOLVED: That the City Clerk is here by authorized and directed to give notice of such Public Hearing as provided by law.

Resolution 2022-

* * * * * * * * * * * *
* *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by the following vote:

AYES: COUNCI
L MEMBERS:

NOES: CO
UNCIL MEMBERS:

ABSENT: COUNCI
L MEMBERS:

ABSTENTI
ON: COUNCIL MEMBERS:
___________________________________________
NANCY D.

YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City of Tracy, California
Resolution 2022-

June 7, 2022
AGENDA ITEM 1.G

REQUEST

APPROVE A PROFESSIONAL SERVICES AGREEMENT WITH FRUITRIDGE

PRINTING, LLC FOR A TERM OF FOUR YEARS, WITH AN ADMINISTRATIVE

OPTION TO EXTEND FOR ANOTHER TWO YEARS UPON SATISFACTORY

PERFORMANCE, FOR PRINTING SERVICES FOR THE GRAND THEATRE

CENTER FOR THE ARTS SEASON BROCHURE AND ARTS EDUCATION
CATALOG, IN AN ANNUAL AMOUNT NOT TO EXCEED $45,000.00

EXECUTIVE SUMMARY
Staff is recommending that Council award the printing services of the Grand Theatre Center for the Arts Season Brochure and Arts Education Catalog project to Fruitridge Printing, LLC based on its proposal being the most qualified and capable of the required high-quality services as outlined in the scope of services.

DISCUSSION
Pursuant to Tracy Municipal Code section 2.20.140, the printing services of the Grand Theatre Center for the Arts Season Brochure (produced once annually) and Arts Education Catalog (produced three times annually) project was advertised for proposals on April 12, 2022. The Request for Proposal (RFP) was sent to printing vendors throughout the region on the Cultural Arts Division’s contact list. An optional pre-proposal meeting was held on April 20, 2022, at 10:00 a.m. at the Grand Theatre Center for the Arts. The scope of services was requested for a period of four years with City’s option of extension for another two years upon the satisfactory performance. A total of two proposals were received on April 25, 2022.

A Printing Review Committee comprised of Cultural Arts Division staff reviewed the proposals for qualifications, the cost, and quality of work, strength of content, creativity, and ability to meet needs as it relates to the projects. Fruitridge Printing was identified as the most qualified vendor capable of meeting the required high- quality services as outlined in the scope of services. Staff recommends that the City Council approve a Professional Service Agreement with Fruitridge Printing, LLC in an amount not to exceed $45,000 annually for a period of four years with an optional extension of two years upon satisfactory performance. Attachment “A” is the Professional Services Agreement which includes the Scope of Services and Compensation Specifications.

STRATEGIC PLAN
This agenda item supports the City of Tracy’s Quality of Life Priority, which is to provide an outstanding quality of life by enhancing the City’s amenities, business mix and services, and cultivating connections to promote positive change and progress in our community.

Agenda Item 1.G
June 7, 2022

FISCAL IMPACT
$45,000 will be budgeted for Fiscal Year 2022/23 for one 20 to 24-page Season Brochure, three 16 to 20-page Arts Education Catalogs per year, and supplemental promotional advertisements and merchandise. The proposed Agreement provides services through June of 2026.

RECOMMENDATION
That the City Council, by resolution, approve a Professional Services Agreement with Fruitridge Printing, LLC for printing services in an amount not to exceed $45,000 annually for a period of four years with an option of extension for another two years upon satisfactory performance.

Prepared by: William Wilson, Cultural Arts Supervisor
Reviewed by: Anna Cross, Cultural Arts Division Manager Karin Schnaider, Finance Director
Midori Lichtwardt, Assistant City Manager
Approved by: Michael Rogers, City Manager

ATTACHMENT
Attachment A – Professional Services Agreement

CITY OF TRACY

PROFESSIONAL SERVICES AGREEMENT WITH

FRUITRIDGE PRINTING, LLC
This Professional Services Agreement (Agreement) is entered into between the City of Tracy, a municipal corporation (City), and Fruitridge Printing, LLC (Consultant).

RECITALS
A. City desires to retain Consultant to perform printing services.

B. Pursuant to Tracy Municipal Code section 2.20.140, the City requested proposals from numerous printing companies and Con sultant’s proposal was determined to be the most capable to provide required printing services to meet the City’s needs C. After negotia tions between the City and Consultant, the Parties have reached a n agreement for the performance of services in ac cordance with the terms set forth in th is Agreement.

D. This Agreement is b eing executed pursuant to Resoluti on No. ____ app roved by Tracy City Council on June 7, 2022.

NOW THEREFORE, THE PARTIES MUTUALLY AGREE AS FOLLOWS:

1. SCOPE OF SERV ICES. Consultant shall perform the servi ces described in Exhibit “A” attached and incorporated by reference. The services s hall be perform ed by, or under the direct supervision of, Consultant’s Authorized Representative: Karen Young. Consultant shall not r eplace its Author ized Representati ve, nor sha ll Consultant replace any of the personnel listed in Exhibit “A ,” nor shall Consultant use any subcontractors or subconsultants, without the prior written consent of t he City.

2. TIME OF PERFORMANCE. Time is of the essence in the performance of services under this Agreemen t and the timing requirements set forth herei n shall be str ictly adher ed to unless otherwise modified in writing in accordance with this Agreement. Consultant shall begin performance, and shall complete all required services no later than the dates set forth in Exhibit “A.” Any services for which t imes for perfo rmance are not specified in this Agreement shall be commenced and completed by Consultant in a reasonably prompt and timely m anner bas ed up on the ci rcumstances and d irection commu nicated to the Consultant. Consultant shall submit all request s for extensio ns of time to the City in writing no later than ten (10) days after the start of the condi tion which purportedly caused the delay, and not later tha n the date on whi ch performance is due. City shall grant or deny such requests at its sole discretion.

2.1 TERM. The term of this Agreement shall begin on July 1, 2022 and end on June 30, 2026, unless terminated in accordance with Section 6. This agreement may be extended for an add itional two years by the City Manager following a written de termination that Consultant has satisfactorily met all requirements of this Agreement.

3. Compensation. City shall pay Consultant on a time and expense basis, at the billing rates set forth in Exhibit “B,” attached and incorporated by reference for services performed under this Agreement.

3.1 Not to Exceed Amount. Consultant’s total compensation under this Agreement shall not exceed $45,000.00 per fiscal year. Consultant’s billing rates shall cover all costs and

ATTACHMENT A
CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

expenses for Consultant’s performance of this Agreement. No work shall be performed by Consultant in excess of the total compensation amount provided in this section without the City’s prior written approval.

3.2 Invoices. Consultant shall submit invoices to the City that describe the services performed, including times, dates, and names of persons performing the service s.

3.2.1 Consultant’s failure to submit invoices in accordance with these requirements may result in the City rejecting said invoices and thereby delaying payment to Consultant.

3.3 Payment. Within 30 days after the City’s receipt of invoice, City shall make payment to the Consultant based upon the services described on the invoice and approved by the City.

4. Indemnification. Consultant shall, to the fullest extent permitted by law, indemnify, defend (with independent counsel approved by the City), and hold harmless the City from and against any claims arising out of Consultant’s performance or failure to comply with obligations under this Agreement, except to the extent caused by the sole, active negligence or willful misconduct of the City.

In this section, “City” means the City, its officials, officers, agents, employees and volunteers; “Consultant” means the Consultant, its employees, agents and subcontractors; “Claims” includes claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all related costs and expenses) and any allegations of these; and “Arising out of” includes “pertaining to” and “relating to”.
(The duty of a "design professional" to indemnify and defend the City is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of the design professional, under Civ. Code § 2782.8.)
The provisions of this section survive completion of the services or the termination of this Agreement, and are not limited by the provisions of Section 5 relating to insurance.

5. Insurance. Consultant shall, throughout the duration of this Agreement, maintain insurance to cover Consultant, its agents, representatives, and employees in connection with the performance of services under this Agreement at the minimum levels set forth herein.

5.1 Commercial General Liability (with coverage at least as broad as ISO form CG 00 01 01 96) “per occurrence” coverage shall be maintained in an amount not less than $4,000,000 general aggregate and $2,000,000 per occurrence for general liability, bodily injury, personal injury, and property damage.

5.2 Automobile Liability (with coverage at least as broad as ISO form CA 00 01 07 97, for “any auto”) “claims made” coverage shall be maintained in an amount not less than $1,000,000 per accident for bodily injury and property damage.

5.3 Workers’ Compensation coverage shall be maintained as required by the State of California.

5.4 Professional Liability “claims made” coverage shall be maintained to cover damages that may be the result of errors, omissions, or negligent acts of Consultant in an amount not less than $1,000,000 per claim.

5.5 Endorsements. Consultant shall obtain endorsements to the automobile and commercial general liability insurance policies with the following provisions:

5.5.1 The City (including its elected officials, officers, employees, agents, and volunteers) shall be named as an additional “insured.”
CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

5.5.2 For any claims related to this Agreement, Consultant’s coverage shall be primary insurance with respect to the City. Any insurance maintained by the City shall be excess of the Consultant’s insurance and shall not contribute with it.

5.6 Notice of Cancellation. Consultant shall notify the City if the policy is canceled before the expiration date. For the purpose of this notice requirement, any material change in the policy prior to the expiration shall be considered a cancellati on. Consultant shall immediately obtain a replacement policy.

5.7 Authorized Insurers. All insurance companies providing coverage to Consultant shall be insurance organizations authorized by the I nsurance Commissioner of the State of California to transact the business of insurance in the State of California.

5.8 Insurance Certificate. Consultant shall provide evidence of compliance with the insurance requirements listed above by providing a certi ficate of insurance and endorsements, in a form satisfactory to the City, before the City signs this Agreement.

5.9 Substitute Certificates. Consultant shall provide a substitute certificate of insurance no later than 30 days prior to the policy expiratio n date of any insurance policy required by this Agreement.

5.10 Consultant’s Obligation. Maintenance of insurance by the Consultant as specified in this Agreement shall in no way be interpreted as relieving the Consultant of any responsibility whatsoever (including indemnity obligations under this Agreement), a nd the Consultant may carry, at its own expense, such additional insurance as it deems necessary.

Failure to provide or maintain any insurance policies or endorsements required herein may result in the City terminating this Agreement.

6. Termination. The City may terminate this Agreement by giving ten days’ written notice to Consultant. Upon termination, Consultant shall give the City all original documents, including preliminary drafts and supporting documents, prepared by Consultant for this Agreemen t. The City shall pay Consultant for all services satisfactorily performed in accordance with this Agreement, up to the date notice is given.

7. Dispute Resolution. If any dispute arises between the City and Consultant that cannot be settled after engaging in good faith negotiations, City and Consultant agree to resolve the dispute in accordance with the following:

7.1 Each Party shall designate a senior management or executive level representative to negotiate the dispute;

7.2 The representatives shall attempt, through good faith negotiations, to resolve the dispute by any means within their authority.

7.3 If the issue remains unresolved after fifteen (15) days of good faith negotiations, the Parties shall attempt to resolve the disagreement by negotiations betw een legal counsel. If the aforementioned process fails, the Parties shall resolve any remaining disputes thro ugh mediation to expedite the resolution of the dispute.

7.4 The mediation process shall provide for the selection within fifteen (15) days by both Parties of a disinterested third person as mediator, shall be commenced within thirty (30) days and shall be concluded within fifteen (15) days from the commencement of the mediation.

7.5 The Parties shall equally bear the costs of any third party in any alte rnative dispute resolution process.

7.6 The dispute resolution process is a material condition to this Agreement and must be exhausted prior to either Party initiating legal action. This dispute resolution process is not intended to nor shall be construed to change the time periods for filing a claim or action specified by Government Code §§ 900 et seq.

CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

8. Ownership of Work. All original documents prepared by Consultant for this Agreement, whether complete or in progress, are the property of the City, and sh all be given to the City at the completion of Consultant’s services, or upon demand from the City. No such d ocuments shall be revealed or made available by Consultant to any third party without the City’s prior written consent.

9. Independent Contractor Status. Consultant is an independent contractor and is solely responsible for the acts of its employees or agents, including any negligent acts or omissions.

Consultant is not City’s employee and Consultant shall have no authority, express or implied, to act on behalf of the City as an agent, or to bind the City to any obligation, unless the City provides prior written authorization. Consultant is free to work for other entities while under contract with the City. Consultant, and its agents or employee s, are not entitled to City benefits.

10. Conflicts of Interest. Consultant (including its employees, agents, and subconsultants) shall not maintain or acquire any direct or indirect interest t hat conflicts with the performance of this Agreement. If Consultant maintains or acquires such a conflicting interest, the City may terminate any contract (including this Agreement) involving Consultant’s conflicting interest.

11. Rebates, Kickbacks, or Other Unlawful Consideration. Consultant warrants that this Agreement was not obtained or secured through rebates, kickbacks, or other unlawful consideration either promised or paid to any City official or employee. For breach of this warranty, City shall have the right, in its sole discretion, to terminate this Agreement without liability; to pay only for the value of the work actually performed ; or to deduct from the contract price; or otherwise recover the full amount of such rebate, kickback, or ot her unlawful consideration.

12. Notices. All notices, demands, or other communications which this Agreement contemplates or authorizes shall be in writing and shall be personally delivered or mailed to the other party to the addresses listed below. Communications shall be deemed to have been given and received on the first to occur of: (1) actual receipt at the address designated below, or (2) three working days after the deposit in the United States Mail of registered or certified mail, sent to the address designated below.

To City: To Consultant:

Anna Cross Karen Young
Cultural Arts Division Manager FPL Vice President Sales Grand Theatre Center for the Arts Fruitridge Printing, LLC 715 Central Avenue 4251 Gateway Park Blvd.

Tracy, CA 95376 Sacramento, CA 95834
With a copy to:

City Attorney
333 Civic Center Plaza
Tracy, CA 95376
CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

13. Miscellaneous.

1. 13.1 Standard of Care. Unless otherwise specified in this Agreement, the standard of care applicable to Consultant’s services will be th e degree of skill and diligence ordinarily used by reputable professionals performing in the same or similar time and locality, and under the same or similar circumstances.

13.2 Amendments. This Agreement may not be modified orally or in any manner other than by an agreement in writing signed by both Parties.

13.3 Waivers. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver or a waiver of a subsequent breach of the same or any other provision of this Agreement.

13.4 Assignment and Delegation. Consultant may not assign, transfer or delegate this Agreement or any portion of it without the City’s written consent. Any attempt to do so will be void. City’s consent to one assignment shall not be deemed to be a consen t to any subsequent assignment.

13.5 Jurisdiction and Venue. The interpretation, validity, and enforcement of the Agreement shall be governed by and construed under the law s of the State of California. Any suit, claim, or legal proceeding of any kind related to this Agreement shall be filed and hear d in a court of competent jurisdiction in the County of San Joaquin.

13.6 Compliance with the Law. Consultant shall comply with all applicable local, state, and federal laws, whether or not those laws are expressly stated in this Agreement. In particular, Consultant

13.6.1 Prevailing Wage Laws. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which req uire the payment of prevailing wage rates; employment of apprentices (§ 1777.5), certified payroll records (§1776), hours of labor (§1813 and §1815), debarment of contractors and subcontractors (§1777.1) and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed under this Agreement are part of a “public works” or “maintenance” project, as defined in the Prevailing Wage Laws , and if the total compensation is $1,000 or more, Consultant agrees to fu lly comply with such Prevailing Wage Laws. These prevailing rates are on file with the City and are available online at http://www.dir.ca.gov/DLSR. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents, harmless from any and all claims, costs, penalties, or interests arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

13.6.2 Non-discrimination. Consultant represents and warrants that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Consultant shall also comply with all applicable anti-discrimination federal and state laws, including but not limited to, the California Fair Employment and Housing Act (Gov. Code 12990 (a-f) et seq.).

13.7 Business Entity Status. Consultant is responsible for filing all required documents and/or forms with the California Secretary of State and meeting all requirements of the Franchise Tax Board, to the extent such requir ements apply to Consultant. By entering into this Agreement, Consultant represents that it is not a suspended corporation. If Co nsultant is a suspended corporation at the time it enters this Agreement, City may take steps to have this Agreement declared voidable.

13.8 Business License. Before the City signs this Agreement, Consultant shall obtain a City of Tracy Business License. Consultant shall maintain an active City of Tracy Business License during the term of this Agreement.

CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

EXHIBIT “A” - SCOPE OF SERVICES
Presenting Program Season Brochure (4) : o ne Season Brochure produc ed ann ually (spring/summer) to market the Presenting Season.

Format: 20 to 24-page booklet (plus cover)
Page/Trim Size: 7” W x 7” H
Binding: Score and Fold, Saddle Stitched
Paper: Cover – 80# Cover / Text – 80# Book
Ink: 4CP/Throughout + Spot Varnish
Quantity: estimated 6,000 copies per edition
Arts Education Program Class Catalogs (12): three Catalogs produced seasonally to market classes in Dance, Drama, Literary Arts, Music, and Visual Arts.

Format: 20 to 24-page catalog booklet (plus cover)
Page/Trim Size: 8” W x 10” H
Binding: Fold, Saddle Stitched on 10” Side
Paper: Cover – 100# Silk Book Cover / Text – 70# Silk Book Ink: 4CP/Throughout
Quantity: estimated 6,000 copies per edition
2022-25 Season
Brochures
Production/Edits Print Ready Files to
Printer
Printing complete
and delivered to

GTCFTA & USPS
for distribution
Fall
2022/23/24/25
March – June June July – August
AEP Class Catalogs Production/Edits Print Ready Files to Printer/Media Outlets
Printing complete
and delivered to
GTCFTA for
distribution
Fall 2022/23/24/25 June – July July August
Winter/Spring
2023/24/25/26
September –
November
November November
Summer
2023/24/25/26
February –
March
March April
CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT

FRUITRIDGE PRINTING, LLC

EXHIBIT B – BILLING RATES
Fruitridge Printing Hourly Rates
Graphic Design & Print Production Preparation Services
$95/hr.

Press Ready Artwork Correction Services $95/hr.

APPROVED AS TO FORM AND LEGALITY
________________________
CITY ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022- _______________

APPROVING A PROFESSIONAL SERVICES AGREEMENT WITH

FRUITRIDGE PRINTING, LLC FOR A TERM OF FOUR YEARS, WITH AN

ADMINISTRATIVE OPTION TO EXTEND FOR ANOTHER TWO YEARS UPON

SATISFACTORY PERFORMANCE, FOR PRINTING SERVICES FOR THE

GRAND THEATRE CENTER FOR THE ARTS SEASON BROCHURE AND

ARTS EDUCATION CATALOG, IN AN ANNUAL AMOUNT NOT TO EXCEED $45,000.00
WHEREAS, the City of Tracy operates the Grand Theatre Center for the Arts; and WHEREAS, the Grand Theatre Center for the Arts pro duces a Season Brochure annually and an Arts Education Catalog three times a year; and WHEREAS, the Grand Theatre Center for the Arts requires third party printing services to produce the Season Brochure and Arts Education Catalog; and WHEREAS, pursuant to Tracy Municipal Code section 2.20.140, a Request for Proposals was posted on the City’s website and sent to companies throughout the region on the City’s Cultural Arts Division’s contact list for these services; and WHEREAS, Fruitridge Printing, LLC was determined to be the most capable to provide the required high-quality printing services out of the two proposals submitted; and WHEREAS, the City reached an agreement with Fruitridge Printing, LLC to provide the requested services in the form of the Professional Services Agreement attached as Exhibit A; and
WHEREAS, the Professional Services Agreement specifies that Fruitridge Printing, LLC will provide the specified printing services in an annual amount not to exceed $45,000.00 a year and that the term of the agreement shall be four years, with an administrative option to extend for another two years, upon satisfactory performance; now, therefore be it RESOLVED: That the City Council hereby ap pro ves the Professional Services Agreement, in substantially the form attached as Exhibit A, with Fruitridge Printing, LLC, reflecting the procurement of the specified printing services in an annual amount not to exceed $45,000.00 a year and a term of four years, with an administrative option to extend for another two years, upon satisfactory performance; and be it
FURTHER RESOLVED: That the C ity Council hereby au thori zes the City Manager to extend the term of the Professional Services Agreement upon satisfactory performance; and be it FURTHER RESOLVED: That the City Council hereby authorizes the City Manager to take all actions needed to implement the purposes of this Resolution; and be it FURTHER RESOLVED: That the final agreement shall be reviewed and approved as to form and legality by the City Attorney prior to final execution. * * * * * * * * * * * * * *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTENTION: COUNCIL MEMBERS:
___________________________________________
NANCY D. YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City of Tracy, California
Resolution 2022-

June 7, 2022
AGENDA ITEM 1.H

REQUEST

APPROVE A PROFESSIONAL SERVICES AGREEMENT WITH MHD GROUP, INC. FOR A TERM OF FOUR YEARS, WITH AN ADMINISTRATIVE OPTION TO

EXTEND FOR ANOTHER TWO YEARS UPON SATISFACTORY

PERFORMANCE, FOR MARKETING SERVICES FOR THE GRAND THEATRE

CENTER FOR THE ARTS SEASON BROCHURE AND ARTS EDUCATION
CATALOG, IN AN ANNUAL AMOUNT NOT TO EXCEED $50,000

EXECUTIVE SUMMARY
Staff is recommending that City Council award the marketing services of the Grand Theatre Center for the Arts Season Brochure and Arts Education Catalog project to MHD Group, Inc. based on its proposal being the most qualified and capable of the required high-quality services.

DISCUSSION
Pursuant to Tracy Municipal Code section 2.20.140, the marketing services of the Grand Theatre Center for the Arts Season Brochure (produced once annually) and Arts Education Catalog (produced three times annually) project was advertised for proposals on April 12, 2022. The Request for Proposal (RFP) was sent to marketing vendors throughout the region on the Cultural Arts Division’s contact list.

An optional pre-proposal meeting was held on April 20, 2022, at 9:00 a.m. at the Grand Theatre Center for the Arts. The scope of services was requested for a period of four years with City’s option of extension for another two years upon satisfactory performance. A total of four proposals were received on April 25, 2022.

A Marketing Review Committee comprised of Cultural Arts Division staff reviewed the proposals for qualifications, the cost, and quality of work, strength of content, creativity, and ability to meet needs as it relates to the projects. MHD Group, Inc. was identified as the most qualified vendor capable of meeting the required high- quality services as outlined in the scope of services. Staff recommends that the City Council approve a Professional Services Agreement with MHD Group, Inc. in an amount not to exceed $50,000 annually for a period of four years with an optional extension of two years upon satisfactory performance. Attachment “A” is the Professional Services Agreement which includes the Scope of Services and Compensation Specifications.

STRATEGIC PLAN
This agenda item supports the City of Tracy’s Quality of Life Priority, which is to provide an outstanding quality of life by enhancing the City’s amenities, business mix and services, and cultivating connections to promote positive change and progress in our community.

Agenda Item 1.H
June 7, 2022

FISCAL IMPACT
$50,000 will be budgeted for Fiscal Year 2022/23 for one 20 to 24-page Season Brochure, three 16 to 20-page Arts Education Catalogs per year, and supplemental promotional advertisements and merchandise. The proposed Agreement provides services through June of 2026.

RECOMMENDATION
That the City Council, by resolution, approve a Professional Services Agreement with MHD Group, Inc. for marketing services in the amount not to exceed $50,000 annually for a period of four years with an option of extension for another two years upon satisfactory performance.

Prepared by: William Wilson, Cultural Arts Supervisor
Reviewed by: Anna Cross, Cultural Arts Division Manager Karin Schnaider, Finance Director
Midori Lichtwardt, Assistant City Manager
Approved by: Michael Rogers, City Manager

ATTACHMENT
Attachment A – Professional Services Agreement

ATTACHMENT A

CITY OF TRACY – PROFESSIONAL SERVICES AGREEMENT
MHD GROUP, INC.

EXHIBIT B – BILLING RATES

MHD Group, Inc. Hourly Rates

C r e a t i v e D i r e c t o r $200/hr.

Marketing Manager $185/hr.

A r t D i r e c t o r $185/hr.

Graphic Designer $150/hr.

Multimedia Designer $150/hr.

Web Developer $150/hr.

W e b D e s i g n e r $150/hr.

Print Supervision $200/hr.

Vendor Management $200/hr.

Ads & Merchandise Design $175/hr.

APPROVED AS TO FORM AND LEGALITY
________________________
CITY ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022- _______________

APPROVING A PROFESSIONAL SERVICES AGREEMENT WITH MHD
GROUP, INC. FOR A TERM OF FOUR YEARS, WITH AN ADMINISTRATIVE

OPTION TO EXTEND FOR ANOTHER TWO YEARS UPON SATISFACT ORY

PERFORMANCE, FOR MARKETING SERVICES FOR THE GRAND THEATRE

CENTER FOR THE ARTS SEASON BROCHURE AND ARTS EDUCATION
CATALOG, IN AN ANNUAL AMOUNT NOT TO EXCEED $50,000.00
WHEREAS, The City of Tracy operates the Grand Theatre Center for the Arts; and WHEREAS, The Grand Theatre Center for the Arts pro duces a Season Brochure annually and an Arts Education Catalog three times a year; and WHEREAS, The Grant Theatre Center for the Arts requires third party marketing and design services to produce the Season Brochure and Arts Education Catalog; and WHEREAS, Pursuant to Tracy Municipal Code section 2.20.140, a Request for Proposals was posted on the City’s website and sent to marketing vendors throughout the region on the City’s Cultural Arts Division’s contact list for these services; and WHEREAS, MHD Group, Inc. was determined to be the most capable to provide the required high-quality marketing services out of the four proposals submitted; and WHEREAS, The City reached an agreement for MH D Group, Inc. to provide the requested services in the form of the Professional Services Agreement attached as Exhibit A; and
WHEREAS, The Professional Services Agreement specifies that MHD Group, Inc. will provide the specified marketing and design services in an annual amount not to exceed $50,000.00 a year and that the term of the agreement shall be four years, with an administrative option to extend for another two years, upon satisfactory performance; now, therefore it be
RESOLVED: That the City Council hereby approves the Professional Services Agreement, in substantially the form attached as Exhibit A, with MHD Group, Inc., reflecting the procurement of the specified marketing and design services in an annual amount not to exceed $50,000 a year and a term of four years, with an administrative option to extend for another two years, upon satisfactory performance; and it be
FURTHER RESOLVED: That the City Council hereby authorizes the City Manager to extend the term of the Professional Services Agreement upon satisfactory performance; and be it
FURTHER RESOLVED: That the City Council hereby authorizes the City Manager to take all actions needed to implement the purposes of this Resolution; and be it FURTHER RESOLVED: That the final agreement shall be reviewed and approved as to form and legality by the City Attorney prior to final execution. * * * * * * * * * * * * * *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTENTION: COUNCIL MEMBERS:
___________________________________________
NANCY D. YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City of Tracy, California
Resolution 2022-

June 7, 2022
AGENDA ITEM 1.I

REQUEST
APPROVE AMENDMENT NO.1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH MARK THOMAS AND COMPANY, INC. TO (1) AUGMENT THE SCOPE FOR

PROJECT APPROVAL (PA), ENVIRONMENTAL DOCUMENT (ED), AND PLANS, SPECIFICATIONS AND ESTIMATES (PS&E) FOR MODIFICATION OF I-205 AND I- 580 / MOUNTAIN HOUSE EXISTING INTERCHANGES CIP NOs. 73146 & 73147, AND (2) INCREASE THE CONTRACT AMOUNT BY AN ADDITIONAL $389,688, FOR A NEW NOT-TO-EXCEED TOTAL CONTRACT AMOUNT OF $4,687,724

EXECUTIVE SUMMARY
This agenda it
em, with City Council approval, would approve Amendment No.1 to the Professional Services Agreement with Mark Thomas and Company, Inc. for Professional Engineering Services for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS&E) for Modification of I-205 and I-580/Mountain House Existing Interchanges CIP Nos. 73146 & 73147, to amend the scope of services and increase the contract amount by an additional $389,688 for a new not-to-exceed total contract amount of $4,687,724.

DISCUSSION
On Oc
tober 16, 2018, Resolution No. 2018-216 was adopted by Council approving a Professional Services Agreement (PSA) for Mark Thomas and Company, Inc. for a Professional Engineering Services for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS&E) for Modification of I- 205 and I-580/Mountain House Existing Interchanges for a total contract amount of $4,298,036.

The PSA requir
es that for the I-580/Mountain House interchange, Mark Thomas will complete the technical reports required for the PA and ED phase and deliver the final plans, specifications, and estimates. Generally, this will include project management, topographic surveying and base mapping, environmental and project approvals preliminary and final engineering, right-of-way engineering, bidding and construction services. Mark Thomas will also coordinate all design submittals and QA/QC for the project design. Mark Thomas will serve as the central coordinator for all activities between the consulting team, California Department of Transportation (CalTrans), City staff, and other regulatory agencies.

For the I-205/Moun
tain House interchange, Mark Thomas will complete the engineering and environmental technical reports required for completion of the Project Approval & Environmental Document (PA&ED) phase. Generally, this will include project management, topographic surveying and base mapping, geometric design, right-of-way & utilities evaluation, environmental analysis, public outreach, and project approvals.

Mark Thomas will also coordinate all project submittals and perform QA/QC services for the deliverables. Mark Thomas will serve as the central coordinator for all activities between the consulting team, CalTrans, Federal Highway Administration, City staff, County staff, and other regulatory agencies.

Agenda Item 1.I
June 7, 2022

The PA&ED Phase of I-205/Mountain House Interchange is in the final stage of completion. The I-580/Mountain House Interchange is in the design phase with anticipated completion by September 2022, followed by right-of-way certification by December 2022. The I-580/Mountain House Interchange is anticipated to be ready for bid for construction by February 2023.

Performance of additional tasks are required under this PSA to address changes in the project delivery work program as related to the revision of the I-580/Mountain House Interchange eastbound ramp design. The revision or re-design of the I-580 east bound ramps is to avoid the 20” Crimson Oil line identified during the PS&E phase.

The City requested a proposal from the Consultant for the time and materials required to complete the additional tasks. On October 14, 2021, the Consultant submitted its proposal to the City. After negotiations between the City and Consultant, the parties have reached an agreement for the performance of these additional services for a not- to-exceed amount of $389,688.

STRATEGIC PLAN
This agenda item supports the City of Tracy’s Quality of Life Strategic Priority, which is to provide an outstanding quality of life by enhancing the City’s amenities, business mix and services and cultivating connections to promote positive change and progress in our community.

FISCAL IMPACT
The PSA with Mark Thomas and Company, Inc. for Professional Engineering Services for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS&E) for Modification of I-205 and I-580/Mountain House Existing Interchanges is budgeted under two approved Capital Improvement Projects, CIP 73146 and 73147, with sufficient funds available for the Amendment No.1 to the PSA in the amount of $389,688.

RECOMMENDATION
Staff recommends that City Council, by resolution, approve Amendment No.1 to the PSA with Mark Thomas and Company, Inc. to amend the scope for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS&E) for Modification of I-205 and I-580/Mountain House Existing Interchanges CIP Nos. 73146 & 73147, and increase the compensation by an additional $389,688 for a new not-to- exceed
total contract amount of $4,687,724.

Prepared by: Anju Pillai, PE, Senior Civil Engineer
Reviewed by: Robert Armijo, PE, City Engineer / Assistant Director of Development Services Karin Schnaider, Finance Director
William
Dean, Assistant Director of Development Services
Midori Lichtwardt, Assistant City Manager
Approved by: Michael Rogers, City Manager

ATTACHMENTS
Attachment A – Amendment No.1 to PSA with Mark Thomas & Company, Inc.

Rev. October 2019

CITY OF TR
ACY
AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
FOR

PROJECT APPROVAL (PA), ENVIRONMENTAL DOCUMENT (ED), AND PLANS,

SPECIFICATIONS AND ESTIMATES (PS&E) FOR
MODIFICATION OF I-205 and I-580 / MT. HOUSE EXISTING INTERCHANGES CIP NOS. 73146 & 73147
This Amendment No. 1 (A
mendment) to the Professional Service Agreement for the Modification of I-205 and I-580 / Mt. House Existing Interchanges is entered into between the City of Tracy, a municipal corporation (City), and Mark Thomas and Company, Inc. City and Consultant are referred to individually as “Party” and collectively as “Parties.” Recitals
A. The City and Consultant entered into a Professional Service Agreement (Agreement) for Modification of I-205 and I-580 / Mt. House Existing Interchanges in the amount not to
exceed $4,298,036 which was approved by the City Council on October 16, 2018, under Resolution No. 2018-216.

B. A contract amendment request is needed to perform additional tasks to address changes in the project delivery work program
as related to the revision of the I-580/Mountain House Hwy interchange eastbound ramp design. The revision or re-design of the I -580 EB ramps is to
avoid the
20” Crimson Oil line identified during the PS&E phase. The terms and requirements stated on the original contract remain in full force and effort.

C. This Amendment is being exec
uted pursuant to Resolution No. ______approved by Tracy City Council June 7th, 2022.

Now therefore, t
he Parties mutually agree as follows:

1. Incorporation by Reference. This Amendment incorporates by reference all terms set forth in the Agreement, unless
specifically modified by this Amendment. The terms which are not specifically modified by this Amendment will remain in effect.

2. Terms of Amendment.

A. The following language shall be added to Section 1. SCOPE OF SERVICES of the Agreement:
“For services performed pursuant to Exhibit A-1, City shall pay Consultant a not-to- exceed amount of $389,688 at the billing rates set forth in Exhibit B-1.

B. Exhibit A-1 “Scope of Services,” attached hereto shall supplement Exhibit “A” of the Agreement. Consultant is
responsible for completing all tasks identified in Exhibits “A” and “A-1.”
Attachment A
City of Tracy – Amendment No. 1 to Agreement with Mark Thomas and Company, Inc.

3. Modifications. This Amendment may not be modified orally or in any manner other than by an agreement in writing signed by both parties, in accordance with the requirements of the Agreement.

4. Severability. If any ter
m of this Amendment is held invalid by a court of competent jurisdiction, the Amendment shall be construed as not containing that term, and the remainder of this Amendment shall remain in effect.

5. Signatures. The i
ndividuals executing this Amendment represent and warrant that they have the right, power, legal capacity and authority to enter into and to execute this Amendment.

This Amendment shall inure to the benefit of and be binding upon the parties and their respective successors and assigns.

The Parties agree to the
full performance of the terms set forth here.

City of Tracy
By: _________________________
Title: Mayor
Date: ________________________

Mark Thomas and Company, Inc.

By: ________________________
Title: ________________
Date: ________________________
Attest:

By: ________________________________

Adrianne Richardson, City Clerk
By: ________________________
Title: ________________________
Date: ________________________

Approved as to form
By: ________________________________
Bijal Patel, City Attorney
03/01/2022
03/01/2022
Secretary
_____Vice President___
Robert Himes
R. Matt Brogan
EXHIBIT A-1 – Additional Services

1. PROJECT REPORT/ENVIRONMENTAL DOCUMENT/DESIGN STANDARD DECISION DOCUMENT: As a result of the changes to the approved interchange design, prepare Supplemental Project Report, Environmental Re-Validation and Supplemental Design Standard Decision Document as required by Caltrans to document project revisions.

2. PLANS, SPECIFICATIONS AND ESTIMATE: Perform additional design services required due to the revision of eastbound ramps. Services include revision to Storm water dat a Report, drainage study, Structure Advance Planning Study, geotechnical investigations, roadway/drainage design, stage construction, signal/lighting design, retaining wall design and potholing. The design revision involves modification of 116 plan sheets.

3. PRECONSTRUCTION RECORD OF SURVEY: Perform additional right of way engineering services required to prepare a preconstruction Record of Survey per Caltrans requirements.

4. PROJECT MANAGEMENT: Perform additional project management and meeting services as required to execute the work program.

Engineering Manager
Sr. Technical Lead
Technical Lead
Sr. Project Engineer
Project Engineer
Design Engineer II
Design Engineer I
Sr. Survey Manager
Sr. Project Surveyor
Sr. Surveyor
Survey Technician
2 Person Field Crew

FEHR & PEERS
GEOCON
ICF
$312 $270 $242 $200 $173 $147 $121 $260 $200 $160 $120 $295 200 MOUNTAIN HOUSE I-580
015 Fact Sheets for Design Exceptions 8 40 40 88 $18,056 $18,056 017 Prepare Project Report 8 40 40 88 $18,056 $18,056
018 Control & Supplemental Topographic Survey 8 16 24 $5,680 $5,680 022 Roadway Drainage Report 20 20 40 $5,880 $5,880
023 Storm Water Data Report 20 20 40 $5,880 $5,880
024 Geotechnical & Foundation Report 8 8 $1,384 $1,384
026 Structure Type Selection Report 20 40 60 $13,400 $13,400 029 Final Utility Coordination 8 16 40 64 $13,736 $13,736 030 Roadway Plans 32 80 160 400 400 1072 $166,464 $166,464 048 Preconstruction Record of Survey 16 50 24 100 20 210 $35,900 $35,900 099 MT REIMBURSABLES 0 $26,251 $26,251
200 F&P: Traffic Modeling/Analysis 0 $0 10,000 $10,000 201 F&P: Traffic Signal/Highway Lighting 0 $0 19,907 $19,907 202 F&P: TMP 0 $0 4,204 $4,204
300 GEOCON: Geotechnical/Foundation Reports 0 $0 38,390 $38,390 423 ICF: Final IS/MND 0 $0 4,000 $4,000
Subtotal Phase 200 56 116 80 40 248 480 440 16 50 24 108 36 1694 $310,687 $34,111 $38,390 $4,000 $387,188 TOTAL HOURS 56 116 80 40 248 480 440 16 50 24 108 36 1694 Anticipated Salary Increases $0 $0 $0 $0 $0
OTHER DIRECT COSTS $2,500 $0 $0 $0 $2,500
TOTAL COST $17,472 $31,320 $19,360 $8,000 $42,904 $70,560 $53,240 $4,160 $10,000 $3,840 $12,960 $10,620 $313,187 $34,111 $38,390 $4,000 $389,688 COST PROPOSAL FOR PROJECT SCOPE: Tracy I-205/I-580 Mountain House Interchanges (CIP #73146 & #73147) TOTAL COSTTotal
Hours
Total MT
Cost
Subconsultants

APPROVED AS TO FORM AND LEGALITY
________________________
CITY ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RES
OLUTION 2022-_____
APPROV
ING AMENDMENT NO.1 TO THE PROFESSIONAL SERVICES
AGREEMENT WITH MARK THOMAS AND COMPANY, INC. TO (1) AUGMENT

THE SCOPE FOR PROJECT APPROVAL (PA), ENVIRONMENTAL

DOCUMENT (ED), AND PLANS, SPECIFICATIONS, AND ESTIMATES (PS&E) FOR MODIFICATION OF I- 205 and I -580 / M OUNTAIN HOUSE EXISTING INTERCHANGES CIP NO s. 73146 & 73147, AND (2) INCREASE THE CONTRACT AMOUNT BY AN ADDITIONAL $389,688, FOR A NEW NOT-TO- EXCEED TOTAL CONTRACT AMOUNT OF $4,687,724
WHEREAS, On October 16, 2018, Resolution No. 2018-216 was adopted by Council approving a Professional Services Agreement (PSA) with Mark Thomas and Company, Inc. for Pr
ofessional Engineering Services for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS &E) for Modification of I-205 and I- 580/Mountain House Existing Interchanges for a total contract amount of $4,298,036; and WHEREAS, The PSA requires that for the I-580/Mountain House interchange, Mark Thomas will complete the technical reports required for the PA and ED phase and deliver the final plans, specifications, and estimates; and
WHEREAS, For the I-205/Mountain House interchange, Mark Thomas will complete the engineering and environmental technical reports required for completion of the Project Approval & Environmental Document (PA&ED) phase; and
WHEREAS, The PA&ED Phase of I-205/Mountain House Interchange is in the final stage of completion; and
WHEREAS, The I-580/Mountain House Interchange is in the design phase with anticipated completion by September 2022, followed by right-of-way cer tification by December 2022
; and
WHEREAS, The I-580/Mountain House Interchange is anticipated to be ready for bid f or construction by February 2023; and
WHEREAS, It is required to perform additional tasks under this PSA to address changes in the project delivery work program as related to the revision of the I-580/Mountain House Interchange eastbound ramp design; and
WHEREAS, The revision or re-design of the I-580 eastbound ramps is to avoid the 20” Crimson Oil line identified during the PS&E phase; and
Resolution 2022-_____

WHEREAS, The Ci ty requested a proposal from the Consultant for the time and materials required to complete the additional tasks and on October 14, 2021, the Consultant submitted its proposal to the City; and
WHERE
AS, After negotiations between the City and Consultant, the parties have reached an agreement for the performance of these additional services for a not-to-exceed amount of $389,688, and now, therefore; be it
RESOL
VED: That the City Council of the City of Tracy, by resolution, hereby approves Amendment No.1 to the PSA with Mark Thomas and Company, Inc. to (1) augment the scope for the Project Approval (PA), Environmental Document (ED), and Plans, Specifications and Estimates (PS&E) for Modification of I-205 and I-580/Mountain House Existing Interchanges CIP Nos. 73146 & 73147, and (2) increase the contract amount by an additional $389,688 for a new not-to-exceed total contract amount of $4,687,724.
* * * *
* * * * * * *
The for
egoing Resolution 2022-_____ was passed and adopted by the Tracy City Council on the 7th day of June 2022, by the following vote:

AYES: COUNCIL MEMBERS:

NOES:

COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTENTION: COUNCIL MEMBERS:
___________________________
NANCY
D. YOUNG
Mayor of the City of Tracy, California
ATTEST
:
_____________________________
ADRI

ANNE RICHARDSON
City Clerk and Clerk of the Council of the
City of Tracy, California
June 7, 2022
AGENDA ITEM 1.J

REQUEST

APPROVE A PR

OFESSIONAL SERVICES AGREEMENT WITH TRACY CITY
CENTER ASSOCIATION TO COORDINATE AND HOST THE ANNUAL 4TH OF JULY

PARADE AND PANCAKE BREAKFAST WITH A NOT TO EXCEED AMOUNT OF $10,000

EXECUTIVE

SUMMARY
Historically, the Tracy Chamber of Commerce (Chamber) has partnered with the City of Tracy to host the annual 4th of July celebrations in Tracy. Due to several limitations, the Chamber informed the City it does not have the resources to continue hosting the 4th of July Pancake Breakfast and Parade for 2022 and beyond. Staff requests that C ity Council approve a Professional Service Agreement (PSA) for the Tracy City Center Association (TCCA) to host these annual events.

DISCUSSI
ON
Tracy City Center Association (T CCA) is a non-profit public benefit California corporation that operates the Downtown Tracy Community Benefit District (“District”). The District exists to benefit businesses and to revitalize Downtown Tracy by promoting beautification and marketing efforts of particular benefit to the properties located within its boundaries. The District was formed in 2009 pursuant to the Property and Business Improvement District law of 1994, and generates revenue through annual property assessm
ents from the properties located within its boundary. The District has a western boundar
y of A and 10th Street, a northern boundary of 11th Street and Central Avenue, an eastern boundary east of Central Avenue, with the southern boundary at 6th Street and the commercial block between 6th and D Streets. TCCA’s goal “is to facilitate the investment of private and public capital, the offering of quality public improvements, educational, cultural, artistic, charitable, and social events & services that will result in the increased economic well-being of residents, employees, business & property owners within the TCCA district and the downtown locality”.

Historically, the Chamber has partnered with the City to host the annual 4th of July celebrations. The events on the 4th have include d hosting a Lion's Club Pancake Breakfast, Hot Air Balloon launch, Parade from Central to Lincoln Park, Day in the Park at Lincoln Park, and Fireworks show launched from the old Heinz plant in the evening.

Due to several limitations, the Chamber informed the City it does not have the resources to continue with the Pancake Breakfast and Parade for 2022 and beyond. The Chamber intends to continue to partner with the City to host the hot air balloon launch at Lincoln Park and 4th of July Fireworks show from the Heinz plant on 11th Street (viewable from Wayne Schneider Stadium at Tracy High School).

As a result, TCCA has offered to host the 4th of July Parade (to begin at 10th and A St, ending at Front Street Plaza) and the Lion's Club Pancake Breakfast at Front Street Plaza within their District Boundaries to preserve the tradition of these events. TCCA will host and organize these events in partnership with the City, taking on coordinating, staffing, cleaning, and other responsibilities. TCCA hopes these events will become Agenda 1.J
June 7, 2022

impor
tant investments in the local community, and to provide social, economic, and artistic opportunities to local businesses and residents to celebrate and come together in the City.

This PSA f
ormalizes the services TCCA will be providing, including submitting applications, acquiring permits, maintaining insurance, and hosting/coordinating these events in a timely manner. The compensation for these services will not exceed $10,000.

City staf
f is amenable to the negotiated terms included in the PSA and is able to fund support through existing operating budgets.

STRAT

EGIC PLAN
This
agenda item supports the City of Tracy’s Quality of Life Strategic Priority, and specifically implements the following goal:

Goal 3: Prov
ide City programming and events that bolster quality of life.

FISC

AL IMPACT
Approva
l of this PSA will have a fiscal im pact to the General Fund which will be absorbed by department operating budgets. TCCA will pay the application fee for the event permit, and the cost of this agreement is not to exceed $10,000. Exhibit A to this report outlines the direct funding for these events. The hosting of Special Events in Downtown Tracy generates additional foot and vehicle traffic that leads to tax revenue for the City from Downtown Businesses.

RECOMMENDATION
That
City Council, by resolution, approve the professional services agreement between the City of Tracy and Tracy City Center Association to coordinate and host the annual 4th of July parade and pancake breakfast with not to exceed amount of $10,000.

Prepar
ed by: Katie Akre, Recreation Program Coordinator
Revi
ewed by: Thien Nguyen, Recreation Services Supervisor
Jolene Jauregui-Correll, Recreation Services Manager
Brian MacDonald, Director of Parks & Recreation
Karin Schnaider, Director of Finance
Midori Lichtwardt, Assistant City Manager
Approv
ed by: Michael Rogers, City Manager

ATTACHME
NTS
Attac
hment A – PSA with Tracy City Center Association
City of Tracy -- Professional Services Agreement with Tracy City Center Association

CITY

OF TRACY

PROFESSIONAL SERVICES AGREEMENT WITH

TRACY CITY CENTER ASSOCIATION
This
Professional Services Agreement (Agreement) is entered into between the City of Tracy, a municipal corporation (City), and Tracy City Center Association (TCCA), a non-profit public benefit California corporation (Consultant). City and Consultant are referred to individually as “Party” and collectively as “Parties.”
Recit
als
A. The City is
in need of services to coordinate and host annual 4th of July events including an annual 4th of July Parade and Pancake Breakfast. City has determined that Consultant possesses the skills, experience, and certification required to provide the services.

B. Aft
er negotiations between the City and Consultant, the Parties have reached an agreement for the performance of services in accordance with the terms set forth in this Agreement.

C. This
Agreement is exempt from formal procurement procedure requirements pursuant to Tracy Municipal Code section 2.20.120.

D. This
Agreement is being executed pursuant to Resolution No. 2022 - _____, approved by City Council on June 7, 2022.

Now
therefore, the Parties mutually agree as follows:

1. Scope of Work. Consultant shall perform the services described in Exhibit “A” attached hereto and incorporated by reference. The services shall be performed by, or under the direct supervision of, Consultant’s Authorized Representative: John Oh. Consultant shall not replace its Authorized Representative, nor shall Consultant replace any of the personnel listed in Exhibit “A,” nor shall Consultant use or replace any subcontractor or subconsultant, without City’s prior written consent. A failure to obtain the City’s prior written consent for any change or replacement in personnel or subcontractor/subconsultant may result in the termination of this Agreement.

1.1. Per mit Requirements. In addition to the services described in Exhibit “A,” Consultant shall submit a facility use and special event permit application, including any applicable supplemental permits for operation of the events described above, and permit applications for all required safety inspections. Any City obligations will be specified in any permits issued.

2. Time of Performance. Ti me is of the essence in the performance of services under this Agreement and the timing requirements set forth shall be strictly adhered to unless otherwise modified in writing in accordance with this Agreement. Consultant shall begin performance and shall complete all required services no later than the dates set forth in Exhibit “A.” Any services for which times for performance are not specified in this Agreement shall be started and completed by Consultant in a reasonably prompt and timely manner based upon the circumstances and direction communicated to the Consultant. Consultant shall submit all requests for time extensions to the City in writing no later than ten days after the start of the condition which purportedly caused the delay, and not later than the date on which performance is due. City shall grant or deny such requests at its sole discretion.

2.1 Term. The
term of this Agreement shall begin on July 1, 2022 and end on July 31, 2022, unless terminated in accordance with Section 6.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1

ATTACHMENT A
City of Tracy -- Professional Services Agreement with Tracy City Center Association

3. Compensation. City shall pay Consultant on a time and expense basis, at the billing rates set forth in Exhibit “B,” attached hereto and incorporated by reference for services performed under this Agreement.

3.1 N ot to Exceed Amount . Consultant’s total compensation under this Agreement shall not exceed $10,000.00. Consultant’s billing rates shall cover all costs and expenses for Consultant’s performance of this Agreement. No work shall be performed by Consultant in excess of the total compensation amount provided in this section without the City’s prior written approval.

3.2 Invoices. Consultant shall submit annual invoice(s) to the City that describe the services performed, including times, dates, and names of persons performing the services.

3.2.1 If Consultant is providing services in response to a development application, separate invoice(s) must be issued for each application and each invoice shall contain the City’s designated development application number.

3.2.2 Consultant’s failure to submit invoice(s) in accordance with these requirements may result in the City rejecting said invoice(s) and thereby delaying payment to Consultant.

3.3 Payment. Within 30 days after the City’s receipt of invoice(s), City shall make payment to the Consultant based upon the services described on the invoice(s) and approved by the City.

4. Indemnification. Consultant shall, to the fullest extent permitted by law, indemnify, defend (with independent counsel approved by the City), and hold harmless the City from and against any claims arising out of Consultant’s performance or failure to comply with obligations under this Agreement, except to the extent caused by the sole, active negligence or willful misconduct of the City.

In
this section, “City” means the City, its officials, officers, agents, employees and volunteers; “Consultant” means the Consultant, its employees, agents and subcontractors; “Claims” includes claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all related costs and expenses) and any allegations of these; and “Arising out of” includes “pertaining to” and “relating to”.

(The duty of a "design professional" to indemnify and defend the City is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of the design professional, under Civ. Code § 2782.8.)

The provisions of this section survive completion of the services or the termination of this Agreement, and are not limited by the provisions of Section 5 relating to insurance.

5. Insurance. C
onsultant shall, throughout the duration of this Agreement, maintain insurance to cover Consultant, its agents, representatives, and employees in connection with the performance of services under this Agreement at the minimum levels set forth herein.

5.1 Commercial General Liability (
with coverage at least as broad as ISO form CG 00 01
01 96) “per occurrence” coverage shall be maintained in an amount not less than $4,000,000 general aggregate and $2,000,000 per occurrence for general liability, bodily injury, personal injury, and property damage.

5.2 Automobile Liability (with coverage at least as broad as ISO form CA 00 01 07 97, for “any auto”) “claims made” coverage shall be maintained in an amount not less than $1,000,000 per accident for bodily injury and property damage.

5.3 Workers’ Compensation coverage shall be maintained as required by the State of California.

5.4 Professional Liability “claims made” coverage shall be maintained to cover damages that may be the result of errors, omissions, or negligent acts of Consultant in an amount not less than $1,000,000 per claim.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 City of Tracy -- Professional Services Agreement with Tracy City Center Association

5.5 Endorsements. Consultant shall obtain endorsements to the automobile and commercial general liability insurance policies with the following provisions:

5.5.1 The City (including its elected officials, officers, employees, agents, and volunteers) shall be named as an additional “insured.”

5.5.2 For any claims related to this Agreement, Consultant’s coverage shall be primary insurance with respect to the City. Any insurance maintained by the City shall be excess of the Consultant’s insurance and shall not contribute with it.

5.6 Notice of Cancellation. Consultant shall notify the City if the policy is canceled before the expiration date. For the purpose of this notice requirement, any material change in the policy prior to the expiration shall be considered a cancellation. Consultant shall immediately obtain a replacement policy.

5.7 Authorized Insurers. All insurance companies providing coverage to Consultant shall be insurance organizations authorized by the Insurance Commissioner of the State of California to transact the business of insurance in the State of California.

5.8 Insurance Certificate. Consultant shall provide evidence of compliance with the insurance requirements listed above by providing a certificate of insurance and endorsements, in a form satisfactory to the City, before the City signs this Agreement.

5.9 Substitute Certificates. Consultant shall provide a substitute certificate of insurance no later than 30 days prior to the policy expiration date of any insurance policy required by this Agreement.

5.10 Consultant’s Obligation. Maintenance of insurance by the Consultant as specified in this Agreement shall in no way be interpreted as relieving the Consultant of any responsibility whatsoever (including indemnity obligations under this Agreement), and the Consultant may carry, at its own expense, such additional insurance as it deems necessary. Failure to provide or maintain any insurance policies or endorsements required herein may result in the City terminating this Agreement.

6. Termination.

The City may terminate this Agreement by giving ten (10) days’ written notice to Consultant. Upon termination, Consultant shall give the City all original documents, including preliminary drafts and supporting documents, prepared by Consultant for this Agreement. The City shall pay Consultant for all services satisfactorily performed in accordance with this Agreement, up to the date notice is given.

7. D
ispute Resolution. If any dispute arises between the City and Consultant that cannot be settled after engaging in good faith negotiations, City and Consultant agree to resolve the dispute in accordance with the following:

7.1 E ach Party shall designate a senior management or executive level representative to negotiate the dispute;

7.2 The representatives shall attempt, through good faith negotiations, to resolve the dispute by any means within their authority.

7.3 If the issue remains unresolved after fifteen (15) days of good faith negotiations, the Parties shall attempt to resolve the disagreement by negotiations between legal counsel. If the aforementioned process fails, the Parties shall resolve any remaining disputes through mediation to expedite the resolution of the dispute.

7.4 The mediation process shall provide for the selection within fifteen (15) days by both Parties of a disinterested third person as mediator, shall be commenced within thirty (30) days and shall be concluded within fifteen (15) days from the commencement of the mediation.

7.5 The Parties shall equally bear the costs of any third party in any alternative dispute resolution process.

7.6 The dispute resolution process is a material condition to this Agreement and must be exhausted prior to either Party initiating legal action. This dispute resolution process is not intended to nor shall be construed to change the time periods for filing a claim or action specified by Government Code §§ 900 et seq.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 City of Tracy -- Professional Services Agreement with Tracy City Center Association

8. Ownership of Work. All original documents prepared by Consultant for this Agreement, whether complete or in progress, are the property of the City, and shall be given to the City at the completion of Consultant’s services, or upon demand from the City. No such documents shall be revealed or made available by Consultant to any third party without the City’s prior written consent.

9. Independent Contractor Status.

Consultant is an independent contractor and is solely
responsible for the acts of its employees or agents, including any negligent acts or omissions.

Consultant is not City’s employee and Consultant shall have no authority, express or implied, to act on behalf of the City as an agent, or to bind the City to any obligation, unless the City provides prior written authorization. Consultant is free to work for other entities while under contract with the City.

Consultant, and its agents or employees, are not entitled to City benefits.

10. C onflicts of Interest . Consultant (including its employees, agents, and subconsultants) shall not maintain or acquire any direct or indirect interest that conflicts with the performance of this Agreement. If Consultant maintains or acquires such a conflicting interest, the City may terminate any contract (including this Agreement) involving Consultant’s conflicting interest.

11. Rebates, Kickbacks, or Other U
nlawful Consideration. Consultant warrants that this
Agreement was not obtained or secured through rebates, kickbacks, or other unlawful consideration either promised or paid to any City official or employee. For breach of this warranty, City shall have the right, in its sole discretion, to terminate this Agreement without liability; to pay only for the value of the work actually performed; or to deduct from the contract price; or otherwise recover the full amount of such rebate, kickback, or other unlawful consideration.

12. Notices. A
ll notices, demands, or other communications which this Agreement contemplates or authorizes shall be in writing and shall be personally delivered or mailed to the other party to the addresses listed below. Communications shall be deemed to have been given and received on the first to occur of: (1) actual receipt at the address designated below, or (2) three working days after the deposit in the United States Mail of registered or certified mail, sent to the address designated below.

To City: To
Consultant:

Parks and Recreation Director Tracy City Center Association Community Facilities Division John Oh 333 Civic Center Plaza 20 W. 11th Street Tracy, CA 95376 Tracy, CA 95376

With a copy to:

City Attorney
333 Civic Center Plaza
Tracy, CA 95376

13. Miscellaneous.

13.1 Standard of Care. Unless otherwise specified in this Agreement, the standard of care applicable to Consultant’s services will be the degree of skill and diligence ordinarily used by reputable professionals performing in the same or similar time and locality, and under the same or similar circumstances.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 City of Tracy -- Professional Services Agreement with Tracy City Center Association

13.2 Amendments. This Agreement may not be modified orally or in any manner other than by an agreement in writing signed by both Parties.

13.3 Waivers. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver or a waiver of a subsequent breach of the same or any other provision of this Agreement.

13.4 Assignment and Delegation. Consultant may not assign, transfer or delegate this Agreement or any portion of it without the City’s written consent. Any attempt to do so will be void.

City’s consent to one assignment shall not be deemed to be a consent to any subsequent assignment.

13.5 Jurisdiction and Venue. The interpretation, validity, and enforcement of the Agreement shall be governed by and construed under the laws of the State of California. Any suit, claim, or legal proceeding of any kind related to this Agreement shall be filed and heard in a court of competent jurisdiction in the County of San Joaquin.

13.6 Compliance with the Law. Consultant shall comply with all applicable local, state, and federal laws, whether or not those laws are expressly stated in this Agreement.

13.6.1 Prevailing Wage Laws. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates; employment of apprentices (§ 1777.5), certified payroll records (§1776), hours of labor (§1813 and §1815), debarment of contractors and subcontractors (§1777.1) and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed under this Agreement are part of a “public works” or “maintenance” project, as defined in the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. These prevailing rates are on file with the City and are available online at http://www.dir.ca.gov/DLSR. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents, harmless from any and all claims, costs, penalties, or interests arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

13.6.2 No n -discrimination. Consultant represents and warrants that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age.

Consultant shall also comply with all applicable anti-discrimination federal and state laws, including but not limited to, the California Fair Employment and Housing Act (Gov. Code 12990 (a-f) et seq.).

13.7 Business Entity Status. Consultant is responsible for filing all required documents and/or forms with the California Secretary of State and meeting all requirements of the Franchise Tax Board, to the extent such requirements apply to Consultant. By entering into this Agreement, Consultant represents that it is not a suspended corporation. If Consultant is a suspended corporation at the time it enters this Agreement, City may take steps to have this Agreement declared voidable.

13.8 Business License. Before the City signs this Agreement, Consultant shall obtain a City of Tracy Business License. Consultant shall maintain an active City of Tracy Business License during the term of this Agreement.

13.9 Successors and Assigns. This Agreement shall inure to the benefit of and be binding upon the Parties hereto and their respective successors and assigns.

13. 10 Construction of Agreement. Each Party hereto has had an equivalent opportunity to participate in the drafting of this Agreement and/or to consult with legal counsel. Therefore, the usual construction of an agreement against the drafting Party shall not apply hereto.

13.11 Severability. If a term of this Agreement is held invalid by a court of competent jurisdiction, the Agreement shall be construed as not containing that term, and the remainder of this Agreement shall remain in effect.

13.12 Controlling Provisions. In the case of any conflict between the terms of this Agreement and the Exhibits hereto, and Consultant’s proposal (if any), the Agreement shall control. In the case of any conflict between the Exhibits hereto and the Consultant’s proposal (if any), the Exhibits shall control.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 City of Tracy -- Professional Services Agreement with Tracy City Center Association

13.13 Entire Agreement. This Agreement and the attached Exhibits comprise the entire integrated understanding between the Parties concerning the services to be performed. This Agreement supersedes all prior negotiations, representations or agreements. All exhibits attached hereto are incorporated by reference herein.

14. Signatures. The individuals executing this Agreement on behalf of Consultant represent and warrant that they have the right, power, legal capacity and authority to enter into and to execute this Agreement on behalf of Consultant.

The Par
ties agree to the full performance of the terms set forth here.

City of Tracy, a Municipal Corporation
By:
__________________________
Nancy Young
Title: Mayor
Date:
_______________________
Attes
t:
____________________________
Adr
ianne Richardson, City Clerk
Approv
ed as to form:
_________________________________
Bi
jal M. Patel, City Attorney
Tracy City Center Association, a Non-profit
Public Benefit California Corporation
By:
________________________
John Oh
Title: President
Date:
_______________________
Federal
Employer Tax ID No.: 37-1605304
By:
________________________
Dennis Barta
Title: Treasurer
Date:
_______________________
Exh
ibits:

A - Scope of Work
B - Compensation
DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 5/18/2022 | 12:52 PM PDT
5/18/2022 | 6:16 PM PDT
City of Tracy -- Professional Services Agreement with Tracy City Center Association

EXHIBIT A - Scope of Work

Tracy City Center Association’s (TCCA) Obligations: TCCA agrees to diligently and faithfully furnish the following services to the City:

1.1 Personnel.

1.1.1 Plan, coordinate, organize, promote, and host annual 4th of July Parade including registration process with community members for floats and participants, promotional material for parade, identify judging panel for parade, and submit event layout map for designated areas of event (parade staging, spectator locations, judges booth, etc.) in Tracy, CA on July 4, 2022

1.1.2 P artner with Tracy Breakfast Lion’s, or comparable organization, to host annual Pancake Breakfast including acquiring all necessary permits for preparation of food onsite, providing equipment and food onsite, submit event layout for designated areas of event (location of cooking trailer, volunteer stations, tables, and chairs for eating, etc.) and staff/volunteers necessary for event in Tracy, CA on July 4, 2022.

1.1.3 P rovide necessary staff, volunteers, equipment, and promotions to successfully conduct the 4
th of July Parade and Lion’s Pancake Breakfast, or comparable event, and have a TCCA representative on site during all permitted reservation times.

1.2 Operations.

1.2.1 Conduct regular meetings with TCCA staff, volunteers, and City staff to coordinate event details, and adhere to the final, City-approved event schedule and layout map.

1.2.2 Provide supplemental portable toilets, trash receptacles, and dumpsters on site for event. Coordinate with City Staff for delivery.

1.2.3 Clean and restock portable toilets and empty trash receptacles during event.

1.2.4 Adequately clean any City facilities and public right of way to acceptable condition after permitted use and facilitate and pay for any repairs to damages caused by such use, other than normal wear and tear, in excess of the damage deposit.

DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1 City of Tracy -- Professional Services Agreement with Tracy City Center Association

EXHIBIT B - Compensation
Compens
ation listed below are estimated expenses for TCCA to host this annual event, with TCCA intending to pursue and seek different funding and sponsorships opportunities in the future. The City will provide TCCA with compensation not to exceed $10,000.00 for miscellaneous expenses related to coordination and organization of the event specified in the Agreement:

EXPENSE AMO UNT

1. Staf
f Time $ 1,269.40

2. Advertising/ Promotion $ 2,350.00

3. Insurance $ 1,212.94

4. Rentals $ 2,788.40

5. Decorations $ 500.00

6. Security $ 960.00

7. Entertainment $ 500.00

8. Miscellaneous items $ 150.00
- Judges Station
TOTAL: $ 9,730.74
DocuSign Envelope ID: A99AE886-4516-4B7C-AE3F-BC7873C4D6E1

APPROVED AS TO FORM AND LEGALITY
________________________
CITY
ATTORNEY’S OFFICE

TRACY CITY COUNCIL
RESOLUTION 2022- _______________

APPROVING A PROFESSIONAL SERVICES AGREEMENT WITH TRACY

CITY CENTER ASSOCIATION TO COORDINATE AND HOST THE ANNUAL 4TH OF JULY PARADE AND PANCAKE BREAKFAST WITH A NOT TO
EXCEED AMOUNT OF $10,000
WHEREAS, Tracy City Center Association (TCCA) is a non-profit public benefit California corporation that operates the Downtown Tracy Community Benefit District (“District”); and WHEREAS, TCCA has offered to hos t the annual 4th of July Parade and a Pancake Breakfast within their District boundaries to preserve the tradition of these events; and WHEREAS, the Tracy City Council recognizes TCCA as a valuable partner to the City of Tracy in providing events and supporting the economic growth within the City; and WHEREAS, TCCA and the City reached an agreement regarding the services TCCA will provide the City to host and coordinate the 4 th of July Parade and Pancake Breakfast in the form of the Professional Services Agreement attached as Exhibit A; and WH
EREAS, Pursuant to the Professional Services Agreement, TCCA is responsible for submitting applications, acquiring permits, maintaining insurance, and hosting/coordinating these events in a timely manner; and
WHEREAS, the City will provide an estimated payment for direct services not to exceed $10,000; and
WHEREAS, the Professional Services A greement is e xempt from f ormal procurement requirements pursuant to Tracy Municipal Code section 2.20.120; now, therefore, be it RESOLVED: That the City Council of the City of Tracy hereby approves the Professional Services A greement, in substantially the form attached as Exhibit A, with Tracy City Center Association, reflecting the procurement of the specified services to host the 4th of July Parade and Pancake Breakfast with a not to exceed amount of $10,000; and be it FURTHER RESOLVED: That the final agreement shall be reviewed and approved as to form and legality by the City Attorney prior to final execution. * * * * * * * * * * * * * *
The foregoing Resolution 2022-_____ was adopted by the Tracy City Council on June 7, 2022, by
the following vote:

AYES: CO
UNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTENTION: COUNCIL MEMBERS:
___________________________________________
NANCY D. YOUNG
Mayor of the City of Tracy, California
ATTEST:

ADRIANNE RICHARDSON
City Clerk and Clerk of the Council of
the City
of Tracy, California
Resolution 2022-

June 7, 2022
AGENDA ITEM 1.K

REQUEST

APPROVE

A CHANGE ORDER TO THE SAAS AGREEMENT WITH TYLER
TECHNOLOGIES, INC. TO LICENSE TWO ADDITIONAL MODULES FOR

TIMEKEEPING AND BID MANAGEMENT TO THE MUNIS ERP SYSTEM AND FIND

THAT IT IS IN THE BEST INTEREST OF THE CITY TO FOREGO THE REQUEST

FOR PROPOSALS PROCESS FOR THESE SERVICES

EXECUTI

VE SUMMARY
The City of Tracy uses the Munis Enterprise Resource Planning software (Munis ERP), a product of Tyler Technologies, Inc., to run the City’s financial, budget ing, payroll, human resources, timekeeping and utility billing systems. The City entered into a seven- year SaaS (Software as a Service) Agreement to license the Munis ERP system in 2014. The SaaS Agreement was renewed in 2021 for three-years and now extends through June 2024, with automatic one-year renewals thereafter. Staff is recommending a change order for the licensing of two additional modules, ExecuTime Advanced Timekeeping and Vendor Self Service (VSS) Bid Management to enhance the functionality of Munis ERP. These two modules will increase efficiency, add additional features
to the existing software, and provide additional on-line services for vendors.

TMC 2.20.140(b)(6) allows for an exception to the Request For Proposals (RFP) proce ss when the City Council determines that it is not in the best interest of the City to issue an RFP. These additional software modules are specific to t his vendor and an extension of the existing system. City staff feel that given these are vendor specific modules, it is in the best interest of the City to forego the RFP process. This is considered a change order, so no contract modification is necessary.

DISCUSS
ION
The City has been using the cloud-based Tyler Munis ERP system since 2015 for most of the City’s financial functions including accounting, budgeting, purchasing, payroll, human resources, electronic timesheets and utility billing. We originally entered into a seven-year SaaS Agreement to license the Munis ERP software and renewed the SaaS Agreement
in 2021. The current SaaS Agreement extends through June 2024 with automatic one-year renewals thereafter. Tyler has additional modules that the City did not license in the original SaaS Agreement due to resource requirements of im
plementing a full ERP system. Finance now has the resources available to implement additional modules.

ExecuTime
The City first implemented basic electronic timekeeping in 2017. The functionality is limited to time entry and accruals requests via the City’s Employee Self-Service (ESS) web portal. ExecuTime is an add-on module to ESS that provides advanced timekeeping, administration and advanced scheduling. Many departments will benefit from these advanced features including Police, Parks and Public Works, al l of w hich have a need for advanced scheduling software. One department currently uses Agenda Item 1.K
June 7, 2022

scheduling software that is not compatible with Munis ERP. Using ExecuTime would be more efficient by eliminating double entry of time while bringing additional scheduling features to the department. This module will cost $36,800 annually plus one-time implementation costs of $59,200, or approximately $132,800 over the remaining two years of the SaaS Agreement. Additionally, there is a 3rd party electronic timekeeping option for an additional $2,510 one-time cost and $251 annually.

VSS Bid Management
The City does not currently have any system in place for compressive bid management.

This module will add a web-based portal for introducing and receiving many of the various bids for which the City advertises. I n combination with the secure Vendor Self- Service (VSS) on-line portal and the existing contracts management module, this module provides additional on-line services to vendors. Vendors will be able to submit invoices for payment, check payment status, submit additional documentation, check the status of bids submitted and finalize contracts. This combines several manual tasks that will increase the overall efficiency of the bid and contract management processes. This module will cost $11,078 annually plus one-time im plementation costs of $8,000, or approximately $30,156 over the remaining two years of the SaaS Agreement.

The combined licensing cost of both modules is $47,878 annually for two years with a one-time implementation cost of $67,200, without the addition of an electronic timekeeping system. The total two-year cost is $162,956 without electronic timekeeping and
$165,717 with electronic timekeeping. Electronic timekeeping is a third-party additional feature and staff is not recommending the purchase of the optional electronic timekeeping system at this time.

The attached Sales Quote constitutes a change order to the SaaS Agreement. No amendments to the SaaS Agreement are necessary.

Enterprise-wide Philosophy
In combination with the City’s Information Technology Division, staff is promoting an Enterprise-wide software philosophy. This philosophy is designed to lever age existing vendors for products that com municate w ith one-another and provide seamless integration, thus increasing both efficiency and productivity within the City. Too often, software products are being picked because they are ‘best in class’ and suit a single department’s needs over ‘best for the enterprise’. Often these systems do not integrate well, if at all, with existing systems. This lack of integration induces internal control risk into the environment and tends to result in duplicate data entry and incomplete data reporting. Additionally, when products do integrate, using multiple vendors adds unnecessary support issues as finger-pointing between vendors invariably happens.

Without integration, the processes are often inefficient, causing duplicate work to be performed.

The Enterprise-wide philosophy seeks to maximize efficiency and productivity while decreasing overall risk, including internal control risk. Often existing vendors with proven track records have pr oducts that meet the needs of both the department and the overall enterprise. These may not be the preferred vendor for a specific task, or the ‘best in class’; however, they are the ‘best for the enterprise’ and provide all the necessary functionality and integration for efficient and productive operations and comprehensive reporting. Products should be chosen that benefit the City as a whole Agenda Item 1.K
June 7, 2022