drawings and specifications. Check each submittal
against the Contractor’s schedule for potential
resubmittals that may cause schedule impacts.
Coordinate required reviews of submittals with the
design engineer and the City. Respond to non-design
team related submittals (e.g. schedule, schedule of
values, traffic management plan).
• Log, track, and monitor shop drawings, calculations,
data samples, submittals, and manuals from the
Contractor. Update the submittal log as items are
received and responses given. Prepare weekly
exception reports identifying outstanding submittals
and reviews. Review with the Contractor the status of
submittals at the weekly construction meeting using
the submittal log and the master submittal list.
• Ensure timely response of submittals including
corrections and resubmittals.
• Coordinate evaluation of “or-equal” or product
substitution requests with the design engineer, the
City, vendors, manufacturers, and others. Prepare
evaluation and recommendation for “or-equal” or
product substitution request.
E. Request for Information (RFI)
• Develop and maintain the RFI log. Track, review
and respond to the Contractor RFI. Distribute RFI to
appropriate staff and/or architect and coordinate
timely response. Review answers and prepare
formal response to Contractor within five calendar
days of receipt of response, or as needed to meet
the schedule requirements. Respond in writing to
Contractor questions from a reasonable review of
drawings and specifications for clarification items.
Validate changes in the record specifications and
plans.
• Review and respond to requests for design revisions
by the Contractor. Responses to requests for design
revisions require prior approval from the City and/or
engineer of record. Revisions in design may take the
form of value engineering and shall require extensive
research, evaluation, and recommendation from the
design engineer. Provide written recommendations, as
required.
• Initiate and review field orders and schedule
requirements when a change in the work is required.
Issue the field order to the contractor and monitor the work for compliance. Track the issued field orders in a log. Validate the changes in the record specifications
and plans. If required, follow-up with a change order
within seven calendar days of mutual agreement with
Contractor on pricing and conditions.
F. Construction Observation/Inspection Services
• Provide inspection personnel to ensure that materials and workmanship are in compliance with the
contract documents. Review reports prepared by the
contractor for construction activities including weather conditions, Contractor’s equipment and manpower,
work performed, materials used, site visitors,
noting delays in work and reasons for delays, and
deficiencies, which may impact the schedule.
• Prepare daily inspection records and weekly status
reports. Prepare reports of deviations and nonconformance to specifications and provide responses in accordance with the specification requirements.
Advise the City and the Contractor of deviations
in the work and document any deviations. Record
deviations that are not corrected and immediately
deliver a Notice of Non-Compliance to the Contractor.
Perform necessary follow-up to resolve Notices of
Non-Compliance. Include unresolved Notice of NonCompliance on substantial completion punch lists. • Consultant shall propose a combination of inspection
and construction management level of effort that will
provide sufficiency in overseeing the daily construction activity while at the same time demonstrating
efficiency and maximizing the complementary efforts
of the two (2) positions.
• Consultant shall provide inspection of water quality
best management practices (BMPs) for the project.
Responsibilities shall include but not be limited
to coordination with Qualified SWPPP Practitioner
or Developer (QSP/QSD) to ensure that BMPs are
installed correctly, in good repair, and functional
in conformance with the Storm Water Pollution
Prevention Plan (SWPPP), Erosion and Sediment
Control Plan, and all General Construction Permit
requirements. The consultant shall inform the City
of any potential violations and coordinate with the
QSP/QSD to correct all deficiencies to ensure that
the project is in compliance with all water quality
regulations.
G. Pre/Post Construction Services
• Provide other pre-construction coordination tasks
needed among affected stakeholders and provide
assistance with on-boarding of the contractor.
• Deliver the Operations and Maintenance Manuals and
any spare parts and equipment upon acceptance of
the project by the City.
• Recommend final payment in the form of a release
of retention to the Contractor in accordance with the
contract requirements. Verify that the Contractor
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening NV5 | 21 -17- Page 173 of 334
E. OVERVIEW AND APPROACH
has made all payments to the subcontractors and
vendors and that any stop notices or liens have been
released. Obtain a Conditional Waiver of Lien from
the Contractor prior to recommending final payment.
Certify final payrolls as needed.
• Provide Contractor’s red-lines to the City for as-builts.
Materials Testing/Special Inspection
Per Addendum No. 1, NV5 will provide materials testing
services for this project. Based on our review of the project documents, we anticipate the following scope of work for this task:
• Task 1: Soils, Aggregate Base, and Asphalt
Concrete Pavement Inspection
○ We are assuming two (2) days for subgrade soils
○ We are assuming two (2) days for aggregate base
○ We are assuming two (2) days for asphalt pavement
• Task 2: Concrete Retaining wall and Drainage
Structure Inspection
○ We are assuming three (3) days of concrete
placement requiring sampling and testing during
placement.
○ We are assuming the requirement for batch plant
inspection is not required.
○ We are assuming the requirement for testing steel
reinforcement is not required.
• Task 3: On-site Welding Inspection of Waterline
○ We are assuming ten days (10) days for on-site
welding.
○ We are assuming fabrication shop is not required.
NV5 PROJECT UNDERSTANDING
NV5 agrees to the Scope of Work detailed in the RFP.
Based on a review of the RFP and a site visit, we
understand the scope of work to include the widening
of Bastanchury Road as well as street, and parkway
improvements between Casa Loma Avenue and Eureka
Avenue. Specifically, improvements may include:
1. Rough/Finish Grading
2. PCC Parkway Improvements:
a.Sidewalks
b.Driveways
c.Curb and Gutter
d.ADA Curb Ramps
3. Street Improvements:
a.Rough/Finish Grading
b.AC Pavement Construction
c. AC Pavement Resurfacing
d.Utility Adjustments
e.Traffic Signage and Striping
4. Drainage Improvements:
a.18” and 24” RCP
b.PCC Junction Structures
c. PCC Inlets and Collars
d.Catch Basins and PCC Local Depression
e.Drain Filters
f. PCC Saddle
g.Ancillary Improvements including PVC piping
5. Waterline Improvements
a.16” and 10” CML and C Water Main
b.8” PVC water main
c. Air Vac and Air Release Valve
d.All Appurtenant Valves and Fittings
e.Fire Hydrants and Laterals
f. New CP Test Station
g.Water Service and Meter
h.All Appurtenant Site Improvements
6. Traffic Signal and Street Lighting Improvements
7. CMU Retaining/Property Wall Construction
8. Equestrian Trail Improvements
9. Landscaping and Irrigation
Bastanchury Road between the project limits is an arterial roadway with one travel lane in each direction. The
roadway is in rolling terrain and is separated by a painted median. The surrounding area is residential. There is an ongoing residential development (Shea Homes) fronting
the north side of the roadway.
Trail along Bastanchury Road at Eureka Avenue
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening NV5 | 22 -18- Page 174 of 334
If this is not feasible, then at a minimum, we will ensure that a clear and safe path of travel for pedestrian traffic, with proper signage is provided on the south side at all times. Unfortunately, with the construction of the proposed retaining wall, the equestrian trail may need to be
temporarily closed.
As with vehicular traffic control, we will meet with the Contractor at the beginning of each shift to ensure all potential issues related to pedestrian and equestrian trail traffic are addressed.
Waterline Improvements
Installation of the proposed water main will require tieins with existing system. We will work closely with the Contractor as well as City and Water District staff to
schedule and coordinate required shut-downs in advance
of tie-ins. We will work with the Contractor to provide sufficient advanced notification to affected properties.
We will ensure that all valve assemblies are completed
and inspected prior to tie-in, to minimize shut-down
durations. Also, we will provide all required deputy
inspection for welding, and ensure that all pressure testing and disinfection meets State Division of Drinking Water standards.
Both our design and construction support teams have
worked with Water District staff on several previous City projects. We are familiar with the design and construction practices and standards. This in turn will help facilitate any construction and/or coordination issues we may
encounter.
Storm Drain Improvements (Shoring)
Installation of some segments will require deep excavation and shoring. We will work closely with the Contractor, the engineering design team, as well as the geotechnical
E. OVERVIEW AND APPROACH
PROJECT-SPECIFIC ISSUES
Traffic Control
If not done so already, given the project location and
proposed scope of work, we recommend that contract
provisions be included to require the Contractor to
submit for review and approval, both traffic control and construction staging plans. We will work closely with
the Contractor to ensure the plans are submitted and
approved in a timely manner, and that the plans are
implemented properly.
To minimize the potential for any issues, well-before the beginning of each shift, our Inspector will review with the Contractor the day’s planned activities and make sure
that before the first cone or k-rail is set, that both the Contractor and our Inspector are on the same page in
terms of the day’s traffic control set up and staging. Taper lengths and advance warning signage for lane closures are especially critical given the rolling terrain. Our inspectors have a razor-sharp knowledge and understanding of the
latest WATCH manual and CA MUTCD requirements. They
are experienced in reviewing traffic control and staging plans and can immediately confirm if the Contractor’s
traffic control setup meets both the requirements of
approved plans as well as established standards. The work requires 24-hour lane closures with k-rail. At the end of each shift, we will ensure that the work areas are secured, and properly blocked off to vehicular and pedestrian traffic.
Should there be any questions or if a modification to
the traffic control plans is required, we will work closely with the Contractor as well as City staff to resolve these issues and provide the necessary supplemental direction to the Contractor. If need be, we have an in-house Traffic Engineer and Traffic Engineering design team that can
readily provide assistance and technical support.
Pedestrian/Equestrian Trail Access
The project includes significant parkway construction
work including rough grading, retaining wall construction, sidewalks, driveways, ADA curb ramps and curb and gutter.
This work will impact pedestrian as well as equestrian
trail access on the south side of Bastanchury. We will
work with the Contractor to sequence and phase the work so as not to create significant impacts to pedestrian and equestrian trail access. One consideration is to phase the work such that parkway improvements on the south side of Bastanchury commence only after the north side parkway
improvements are constructed. This will allow for the
temporary diversion of both pedestrian and equestrian trail traffic to the north side, completely out of they way of the construction activities on the south side.
Bastanchury Road at Eureka
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening -19- NV5 | 23 Page 175 of 334 E. OVERVIEW AND APPROACH
engineer to ensure that engineering shoring plans are
submitted, reviewed and approved in a timely manner, and that the approved shoring system is properly installed and maintained during construction. Once work is completed, we will work with the Contractor to ensure that both pits are backfilled to the satisfaction of the geotechnical
engineer.
Utility Conflicts
The drainage plans note an existing underground line
labeled “E”, running parallel to RCP Line A-1c. The City has stated this is an underground electrical line and
anticipates this line will be relocated prior to start of construction. Should relocation not occur in due time and depending upon actual alignment and elevation, this line may potentially pose a conflict with the proposed RCP line and junction structure (~STA 2+46). We recommend this
potential conflict be resolved prior to start of construction.
The drainage plans also note existing 8” and 12” sewers running underneath the proposed RCP Line A-1a. We will
work closely with the Contractor to ensure these facilities are protected in place as the proposed RCP is constructed.
The water improvement plans note an existing 79” water
main with a nominal (1.39’) clearance from the proposed PVC main as well as an existing 24” RCP with a nominal
(1’) clearance from the proposed CML and C main. Given
the water improvement plans have not been finalized,
we recommend the proposed water main alignment be
re-evaluated by the engineering team to provide more
clearance. This in turn minimizes the potential for conflicts as well as facilitates the protection of these existing lines during construction.
If unforeseen conflicts do arise during construction,
our team will work closely with the Contractor and the
engineering design team to develop the most cost-effective and cost-efficient solution. Our construction management and inspection team has had extensive experience in
resolving utility conflicts, and working in concert with our in-house engineering design team, have devised both
creative and practical solutions.
We will ensure that all stakeholders and potentially
affected utilities are invited to the pre-construction
meeting and, if necessary, separate focus groups are
conducted with these utilities so their concerns can be noted and addressed accordingly.
Traffic Signal Equipment – Procurement/Testing
We understand traffic signal poles, cabinets and
controllers are long-lead time items. We will work closely with the Contractor, City staff and engineering team
to ensure material submittals and shop drawings are
submitted, reviewed, and approved in a timely manner.
Once approvals are received, we will follow up with the Contractor on a regular basis to ensure fabrication is on schedule.
We will also work closely with the Contractor, City staff and engineering team to coordinate the testing and
programming of the new controller, signal turn-on, and
interconnection work.
Coordination with Residential Development
As mentioned earlier, there is an ongoing residential
development (Shea Homes) fronting the north side
of Bastanchury Road. Construction of the proposed
improvements on Bastanchury will require close
coordination with the developers.
Our team has recent experience in coordinating on-site
and off-site improvements associated with a proposed
residential development. We served as Project Manager/
Owner Representative for Kennedy-Wilson (Partner) on
the Saddle Crest Development project off of Santiago
Canyon Road in Lake Forest/Unincorporated Orange
County. Our team was involved in the coordination of
off-site improvements including: the widening of Santiago Canyon Road; associated parkway improvements (PCC
sidewalk, driveway/entrance, curb gutter, and ADA curb
ramps); water, sewer and storm drain improvements;
and, the removal of existing overhead power and
telecommunication lines. These are the very same
elements involved in this project.
Public Notification and Public Relations
As mentioned earlier, the surrounding development is
residential. And while no private properties front the
project area, residents will still experience impacts from Bastanchury Road at Casa Loma Avenue
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening -20-- NV5 | 24 Page 176 of 334 find, share and edit files in real time; meet virtually; and streamline workflows all on one single platform. NV5 is committed to maintaining a safe and productive workplace environment while following COVID-19 guidelines and has access to several virtual meeting platforms in addition to Microsoft Teams, including GoToMeeting and Zoom.
Best Management Practices
Our construction support services team is well-versed
in National Pollutant Discharge Elimination System
(NPDES) requirements and experienced in implementing
best management practices. We will monitor the
implementation, maintenance and any required
modification of the approved Stormwater Pollution
Prevention Plan (SWPPP) and Water Quality Management
Plan (WQMP). In the event that the project specifications for developing the SWPPP or WQMP are inadequate
and cannot support the project needs or meet current
NPDES requirements, we will work closely with the design consultants to incorporate the required provisions into the project specifications to meet these goals.
Mobility
Each member of our construction support services team
has access to a mobile office that includes a laptop,
internet/email access, mobile phone, mobile project files, digital cameras and other required materials. Our team
members are always available via mobile phone and email for easy access and continuous communication.
E. OVERVIEW AND APPROACH
Bastanchury Road at Casa Loma Avenue
the proposed construction work. Typically, the contract documents require the Contractor provide advance
notification to all affected properties. We will ensure the formatting and language of the notification is reviewed and approved by the City and that it is issued in a timely manner. Our Inspector will also ensure that verbal followups are made prior to and during construction so as to minimize complaints. Indeed all of our Inspectors and
Construction Managers are adept at responding to public complaints and concerns.
If necessary, our team can track project-related
public correspondence to make sure complaints and
concerns are addressed. On recent citywide street
improvement projects for the City, we maintained a Public Correspondence Log that facilitated our efforts to respond and address public complaints and concerns in a timely
manner.
NV5 PROJECT APPROACH
Our approach to construction support services is centered on our established policy of consistent and effective
employee oversight. The Project Manager will closely
monitor projects to verify that our construction managers and inspectors are performing within the guidelines of
our established management and inspection procedures,
which are patterned after the Caltrans Construction
Manual. NV5 takes this a step further by formulating and implementing a proactive public relations program and a concerted effort to identify previously unforeseen potential claims.
COVID-19 Safety Procedures
We take the health and safety of our employees and those that they come into contact with high importance. NV5 has instituted field safety protocols based on guidelines from the CDC, WHO and OSHA to help reduce our staff’s risk of exposure to COVID-19.
Communication
Our construction support team will be the point of contact for all project correspondence and communication
between the City, the Contractor, the design team and
other project stakeholders. Our team will be in constant communication with the City’s project manager, making
sure he or she has updated information on project status, as well as any on-site or any contractual issues.
Staying Connected
Our staff is equipped with the technology to work efficiently and stay organized and connected with our clients. NV5
utilizes Microsoft Teams to efficiently collaborate; easily City of Yorba Linda — CM and Inspection for Bastanchury Road Widening -21- NV5 | 25 Page 177 of 334 E. OVERVIEW AND APPROACH
Key elements of our public outreach program include:
• Verbal and written notifications
• Informational flyers about the project
• Advanced written notices about upcoming work
• Verbal communication follow-up to ease public
concerns, enabling residents and business to prepare
for any anticipated impacts
PROJECT CONTROLS
Schedule Control
Our construction support services team gives considerable attention to monitoring project schedules. We will
coordinate, review and make recommendations for
changes to the Critical Path Method (CPM) schedule
generated by the Contractor. As changes or discrepancies occur between the CPM schedule and as-built conditions, the project schedule and cost estimates will be updated.
We will review the Contractor’s schedule on a weekly basis and will maintain an as-built/working schedule to reflect as-built conditions to date.
Cost Control and Reporting
Cost control is a key element to successfully delivering a project and must be thoroughly integrated with other
control methods (scope change control, schedule control and quality control) to assure that the City receives full value for all funds earmarked for the project. Key elements of our cost control program include establishment and
maintenance of a project budget; value engineering and
constructability reviews of project plans and specifications; sufficient vetting of owner-requested or contractorgenerated changes; thorough review and evaluation of change order cost proposals; close monitoring of force
account work; and regular maintenance of a change order log. NV5 provides a monthly status report that includes work accomplished during the reporting period, work to be completed during the next reporting period, budget and
schedule status, and a summary of issues and concerns
pending resolution.
QUALITY ASSURANCE
AND QUALITY CONTROL
To assure compliance with the plans and specifications, we will implement a comprehensive quality assurance and quality control (QA/QC) program involving the following steps:
• We will perform a thorough review of the contract
documents. This responsibility will include the
following tasks:
Web-based Document Control System
Our web-based CMIS software is designed to provide the
Construction Manager the capability to manage project
information efficiently and effectively while maintaining full transparency with the City and the design engineer in managing the construction Contractor. The City, as well as NV5’s Construction Manager and inspectors, have
real-time CMIS web-based software installed on an iPad
or computer to record inspectors’ daily reports and can be utilized on any device with internet access including iPhone and Android mobile devices. The City can log-in and view at any time the submittals, RFIs, correspondence,
WSWD, Contractor’s Pay Apps with DIR submissions
and apprentice requirements documentation, and NV5
Inspection reports from any laptop, computer, or mobile device at any time.
Additionally, our inspectors send out supplementary email blasts noting elements of significance performed, along with photographs for a quick glance of work, enabling
all City staff to immediately be up to date. At the end of the project, the data within the CMIS platform will be
downloaded for archival with the City within 60 calendar days of the Notice of Completion.
Labor Compliance and Wage Monitoring
We will review funding with the City to confirm any special requirements affecting the work, and identify accounting and reporting requirements. We will enforce any applicable Labor Compliance requirements and assure all certified
payroll reports are submitted each month with the
payment applications. Our trusted subconsultant Pacific Resources Services will review these reports, verify payroll amounts against wage reports and then submit to the City for filing. They can also perform monthly EEO interviews if necessary, and complete the required forms. NV5 and
Pacific Resources Services will work with the Contractor to maintain adequate project files and to correct any and all labor compliance violations.
Customer Service and Public Outreach
Our first line of customer service comes from our
inspectors. Our inspectors know the value of maintaining great relations with residents, business owners and
anyone affected by a project, and they have proven to be a valuable resource in appeasing public concerns and
resolving field issues.
An effective and informative public outreach program
that informs all affected residents, property owners and motorists about construction impacts and possible traffic delays is critical to the success of any project.
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening NV5 | 26 -22-
E. OVERVIEW AND APPROACH
○ Checking plans and specifications against
requirements that have been associated with issues
that occurred on similar jobs.
○ Comparing existing elevations, grades and details,
etc., shown on plans with those at the actual site.
○ Reporting all errors, omissions and deficiencies,
etc., to the City and engineering design team.
○ Keeping a marked-up set of plans and specifications
for quick reference.
○ Anticipating the Contractor’s operations by
reviewing the plans and specifications for each one
before it begins.
• Before start of construction, we will discuss with
the Contractor the definable features of work to
assure that documentation is complete, materials
are on hand and those who are to perform the work
understand the scope in its entirety.
• At the onset of the work, we will perform an initial
inspection to determine whether the Contractor
thoroughly understands and is capable of
accomplishing the work as specified.
• We will assure that the Contractor has an established safety program and that regular safety meetings are
conducted. We will also assure that the Contractor
meets all OSHA safety requirements.
• The construction inspector will perform follow-up
inspections on a daily basis for the purpose of
assuring that the controls established during the
initial inspection continue to provide work that
conforms to the contract requirements and all
applicable standards. Unsatisfactory workmanship,
materials and construction deficiencies will be
documented and reported for future identification and
traceability. Notices of non-compliance will be issued
to the Contractor and corrective and preventive action
will be taken to assure compliance with the contract
documents.
• We will conduct a monthly review of the as-built
drawings and assure that all items are considered in
the changes of the record drawings, including:
○ The size, type and location of existing and new utility lines
○ The layout and schematic drawings of electrical
circuits and piping
○ Verification of alignment and cross sections
○ Changes in the location of equipment, etc.
• Finally, we will review and approve the as-built
drawings to complete the project turnover and begin
the warranty period.
ANTICIPATED SERVICES
None.
ADDITIONAL SERVICES
None.
City of Yorba Linda — CM and Inspection for Bastanchury Road Widening NV5 | 27 -23-
2284/009410-1001
10434958.1 a05/05/22 -27-
EXHIBIT B
SCHEDULE OF COMPENSATION
Payment shall be on a “Fixed Fee” basis in accordance with the Consultants Schedule of Compensation attached herewith as Exhibit "B-2" for the work tasks performed in conformance with Section 2.2 of the Agreement. Total compensation for all work under this contract shall not exceed Three Hundred Sixty-Six Thousand Four Hundred Eighty Thousand Dollars ($366,480.00) except as specified in Section 1.2 - Changes and Additions to Scope of Services of the Agreement.
TASK
Task No. TASK DESCRIPTION CM INS ADMIN Total Hrs. Total Hourly Bill Rate $160 $130 $90 By Task Fee
1.0 Pre-Construction Phase
Review PSE/Field Review 6 16 22 $3,040
Preconstruction Meeting 4 2 6 $900
Set-up Project Files 2 1 2 5 $630
Subtotal Pre-Construction Phase $1,920 $2,470 $180 $4,570
2.0 Inspection Services
Provide on site inspection services 1600 1,600 $208,000 Subtotal Inspection Services 0 $208,000 $0 $208,000
3.0 Construction Management
Quality Control 100 100 $16,000
Progress meetings 80 80 $12,800
Coordinate and Process RFI 100 100 $16,000
Coordinate Contractors Submittal Review 32 32 $5,120
Coordinate, review, and recommend for approval the contractor's CPM schedule 35 35 $5,600 Monitor contractor's maintenance of copies of all contacts, drawings, addenda, change orders, and other documents on site 35 35 $5,600 Monitor, evaluate, report and ensure compliance for Water Quality Pollution Prevention 20 20 $3,200
Review and evaluate change orders, negotiate on behalf of the City 100 100 $16,000 Contract Administration 60 20 80 $11,400
Review Contractor's progress payment and recommend for approval 35 35 $5,600 Coordinate Testing 35 35 $5,600
Subtotal Construction Management $101,120 $0 $1,800 $102,920
4.0 Close Out
Compile Detail Punch List Items 4 8 12 $1,680
Coordinate Close Out Procedures 12 4 12 28 $3,520
Monitor completion of project records and as-built 4 4 8 $1,160 Oversee completion of the punch list items and final clean up before contractors demobilization 20 40 60 $8,400
Coordinate final testing and documentation of regulatory inspections for conformance with the specification 4 8 12 $1,680
Final Progress Payment 3 2 5 $740
Subtotal Close Out $7,520 $8,580 $1,080 $17,180
Total Hours 691 1685 34 2,410
TOTAL FEE CONSTRUCTION MANAGEMENT and INSPECTION $110,560 $219,050 $3,060 $332,670
5.0 Construction Support Services
Labor Compliance Services (breakdown attached) $13,550
Materials Testing Services (breakdown attached) $20,260 NOT TO EXCEED AGGREGATE CONTRACT AMOUNT: $366,480
LEGEND
* Based on Construction Duration Outlined in RFP (10 months) CM = Construction Manager
INS = Inspector
Admin = Admin
FEE SCHEDULE
CITY OF YORBA LINDA
BASTANCHURY ROAD WIDENING FROM CASA LOMA AVE TO EUREKA AVE Construction Management and Inspection
10 Months (200 Working Days)*
5.1 5.2
EXHIBIT B-2
FEES AND RATES
The following hours and rates are proposed based on additional information received.
All hourly costs are fully burdened. There are no additional costs (such as mileage, communication, etc.) to our client.
The expected fee for labor compliance monitoring services for the project is based on additional information on the nature and project schedule.
Based on an construction budget of $5.3 million and construction schedule of 10 months, the proposed a fee is $13,550.00 (Thirteen-thousand five-hundred fifty dollars and no cents) PACIFIC RESOURCES SERVICES – LABOR RATES 2022
Staff Hours Per
Month
Burdened Hourly
Rate
Monthly SubTotal Total for 10 Month
Period
Principal 4 $146.80 $587.20 $5,872.00
Senior
Analyst 0 $124.21 0 -0-
Analyst 6 $101.63 $609.78 $6,097.8
Staff Support 2 $79.05 $158.10 $1,581.00
Total $13,550.00
LABOR COMPLIANCE FEE BREAKDOWN
SUB-TASK 5.1 FEE TABLE
EXHIBIT B-2
-25- Page 182 of 334
MATERIALS TESTING FEE BREAKDOWN
Task 5.2.1: Soils, Aggregate Base & Asphalt Concrete Pavement Inspection Senior Soils Field Technician 48 hrs @ $110.00 $5,280.00 Proctor (per curve) 1 ea @ $200.00 $200.00
Expansion Index 1 ea @ $160.00 $160.00
Sieve Analysis 1 ea @ $130.00 $130.00
Hveem Stability & Unit Weight 1 ea @ $190.00 $190.00
Extraction - Ignition Oven (including gradation) 1 ea @ $200.00 $200.00 Senior Engineer/Project Manager 4 hrs @ $160.00 $640.00 Subtotal: $6,800.00
Task 5.2.2: Concrete Retaining Wall and Drainage Structure Inspection Special Inspector, Concrete 24 hrs @ $110.00 $2,640.00
Compression Test, 4x8 or 6x12 Cylinder 15 ea @ $29.00 $435.00 Pick Up/Delivery 3 ea @ $75.00 $225.00
Senior Engineer/Project Manager 2 hrs @ $160.00 $320.00 Subtotal: $3,620.00
Task 5.3.3: On-site Welding Inspection of Waterline
Senior Special Inspector, Welding, ICC 80 hrs @ $115.00 $9,200.00 Senior Engineer/Project Manager 4 hrs @ $160.00 $640.00 Subtotal: $9,840.00
TOTAL PROJECT ESTIMATE: $20,260.00
SUB-TASK 5.2 FEE TABLE
EXHIBIT B-2
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10434958.1 a05/05/22 -28-
EXHIBIT C
SCHEDULE OF PERFORMANCE
Consultants Project Schedule is made a part of this agreement. Consultant shall complete services presented within the scope of work contained within Exhibit “A” in accordance with the sub-task project schedules included within Exhibit "A".
Consultant shall perform all Services timely in accordance with to be determined construction schedules. Finalized task deliverable dates will be contingent upon actualized schedules, which shall be approved by the Project Managers. Consultant will coordinate with City and Project staff to ensure timely completion of services and adherence to approved task schedules.
PARKS AND RECREATION DEPARTMENT
DATE: MAY 17, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: MICHEAL KUDRON, DIRECTOR OF PARKS AND RECREATION
PREPARED BY: JEFF RUTH, RECREATION SUPERINTENDENT
SUBJECT: APPROVAL OF CHANGE ORDER NO 3 – ADVENTURE PLAYGROUND RJM DESIGN GROUP, INC.
RECOMMENDATION
It is recommended that the City Council:
Approve Change Order No. 3 for construction administration services with RJM Design Group, Inc. in the amount of $58,000.
BACKGROUND
On July 20, 2021, City Council approved the plans and specifications and awarded the contract for the Adventure Playground Renovation project to Lehman Construction. Construction began on September 13, 2021 and is expected to be completed in late fall 2022.
DISCUSSION
RJM Design Group was hired by the City of Yorba Linda in 2017 to conduct the Master Plan process for Adventure Playground. Following approval of the Master Plan, the City Council approved Amendment No 2 with RJM Design Group, Inc. on August 6, 2019, which revised the scope of services to include professional design, design development, construction documents, and construction administration services and resulted in Change Order No 2 to be approved in the amount of $562,100. Amendment No 3 with RJM Design Group was approved by City Council on April 5, 2022 which extends the previous amendment for construction administration services and includes review and response to requests for information, review project submittals from the contractor, as well as attendance at construction meetings and project site visits through the completion of the project. Change Order No. 3 in the amount of $58,000 will allow for RJM Design Group to see the project through its completion.
FISCAL IMPACT
The change order for RJM Design Group totals $58,000 and sufficient funds have been identified in the contingency budget to account for these services. Per Administrative Policy: A-F-5 Purchase, Bidding, and Contracting, the amount of the change order necessitates City Council approval.
APPROVAL OF CHANGE ORDER NO 3 – ADVENTURE PLAYGROUND RJM DESIGN GROUP, INC.
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ALTERNATIVES
The City Council may not approve Change Order No 3 and provide direction to staff.
ATTACHMENTS
1. Change Order No 3 with RJM Design Group, Inc.
CITY OF YORBA LINDA
CHANGE ORDER FORM
Contract Change Order No.
Project: Original PO No.:
Contractor: Contract Expires:
You are hereby directed to make the following described changes from the plans and specifications / scope of work or do the following described work not included in the plans and specifications / scope of work for this project. All new work herein described shall be done in accordance with the applicable provisions of the plans and specifications / scope of work, except as specifically modified by this contract change order.
Description of work to be done:
Reason for change:
Current change amount:
By reason of this order, the time of completion will be adjusted as follows:
(COMPLETE THIS SECTION ONLY IF A SIGNED AMENDMENT IS NOT ATTACHED) We, the undersigned Contractor, agree that if this proposal is approved, we will, as applicable, provide all equipment, labor, and materials, except as otherwise noted above, and perform all services necessary for the work specified above, and will accept as full payment, therefore, the prices shown above.
Accepted Date: Contractor: __________________________
By: Title: __________________________
Submitted By: _______________________________ Date: ___________________ Approved By: Date: ___________________
City Manager: 1 Date: ___________________
Finance Department: _______________________________ Date: ___________________ 1 The City Manager’s signature is only required if the total contract value will exceed $25,000 as a result of this change.
Contract Summary
Original Contract Amount $
Prior Changes (If Applicable) $
Current Change $________
Revised Contract Amount $
3 Adventure Playground Master Plan RJM Design Group, Inc 19200728 12/30/2022 Provide professional design services, design development, construction documents, and construction administration including review and responses to request for information, review submittals,and attendance at construction meetings for the Adventure Playground renovation project.
Extension of project timeline and services. $ 58,000.00 Dec. 30, 2022 $ 60,000.00 $ 574,100.00 $ 58,000.00 $ 692,100.00
CITY OF YORBA LINDA
PLANNING COMMISSION
AGENDA ITEM SUMMARY
Meeting Date: May 11, 2022
Community Development Department
Planning Division
Director
David Brantley, AICP
CONTINUED PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2022-07 RACZEK A motion by Commissioner Bernstein, Second by Chair Darnell adopting Resolution No. 5497 approving Conditional Use Permit 2022-07 Raczek with conditions. The motion carried (5-0) with the following roll call vote:
AYES: Pease, Singh, Bernstein, Masterson, Darnell
NOES: None
ABSENT: None
ABSTAIN: None
CONTINUED PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2022-03 AND ACCESSORY DWELLING UNIT 2022-02 SHABAFROOZAN
A motion by Chair Pro Tem Pease, Second by Commissioner Singh adopting Resolution No. 5498 approving Conditional Use Permit 2022-03 and Administrative Adjustment 2022-02 Shabafroozan with conditions. The motion carried (5-0) with the following roll call vote:
AYES: Darnell, Pease, Bernstein, Singh, Masterson
NOES: None
ABSENT: None
ABSTAIN: None
PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2022-12 SACA
A motion by Commissioner Bernstein, Second by Commissioner Masterson adopting Resolution No. 5499 approving Conditional Use Permit 2022-12 Saca with conditions. The motion carried (5-0) with the following roll call vote:
AYES: Darnell, Pease, Bernstein, Singh, Masterson
NOES: None
ABSENT: None
ABSTAIN: None
PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2022-13 RUSSELL A motion by Chair Pro Tem Pease, Second by Commissioner Masterson adopting Resolution No. 5500 approving Conditional Use Permit 2022-13 Russell with conditions. The motion carried (5-0) with the following roll call vote:
AYES: Pease, Bernstein, Singh, Darnell, Masterson
NOES: None Page 188 of 334
2 ABSENT: None
ABSTAIN: None
PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2022-15 PACE
A motion by Commissioner Singh, Second by Commissioner Bernstein adopting Resolution No. 5501 approving Conditional Use Permit 2022-15 Pace with conditions. The motion carried (5-0) with the following roll call vote:
AYES: Darnell, Pease, Bernstein, Singh, Masterson
NOES: None
ABSENT: None
ABSTAIN: None
PURSUANT TO ZONING CODE SECTION 18.36.610.B, A REQUEST TO INITIATE
AMENDMENTS TO THE YORBA LINDA GENERAL PLAN AND YORBA LINDA ZONING CODE TO IMPLEMENT THE PROGRAMS ESTABLISHED IN THE 2021-2029 HOUSING ELEMENT.
A motion by Chair Pro Tem Pease, Second by Commissioner Bernstein adopting Resolution No. 5502 initiating amendments to the Yorba Linda General Plan and Yorba Linda Zoning Code to implement the programs established in the 2021-2029 Housing Element. The motion carried (5-0) with the following roll call vote:
AYES: Darnell, Pease, Bernstein, Singh, Masterson
NOES: None
ABSENT: None
ABSTAIN: None
PUBLIC HEARING RE: CONDITIONAL USE PERMIT 2021-46 AND DESIGN REVIEW 2021- 17 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
A motion by Chair Darnell, Second by Commissioner Masterson adopting Resolution No. 5503 approving Conditional Use Permit 2021-46 with an added condition that the height limit of the temple shall not exceed 70’. Design Review 2021-17 The Church of Jesus Christ of Latter-Day Saints was continued to a date certain of June 29, 2022. The motion carried (4-1) with the following roll call vote:
AYES: Darnell, Pease, Singh, Masterson
NOES: Bernstein
ABSENT: None
ABSTAIN: None
Adjournment: The meeting adjourned at 10:35 p.m. to the May 25, 2022, Planning Commission meeting at 6:30 p.m.
CITY OF YORBA LINDA
TRAFFIC COMMISSION
AGENDA ITEM SUMMARY
Traffic Commission Meeting Date: April 28, 2022
Engineering Division Director
Jamie Lai, P.E.
TRAFFIC COMMISSION MEETING CALLED TO ORDER BY CHAIRMAN EQUITZ
APPROVAL OF MINUTES
1. APPROVAL OF FEB 24, 2022 TRAFFIC COMMISSION MEETING MINUTES Summary:
A motion was made by Commissioner Johnson, second by Chair Pro Tem Phayakapong, to approve the February 24, 2022 Traffic Commission Meeting minutes. The motion carried (5-0-0-0) with the following roll call.
AYES: Behura, Cugini, Equitz, Johnson, Phayakapong
NOES: None
ABSTENTION: None
ABSENT: None
2. THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS TEMPLE (APN #334-212-04) TRAFFIC IMPACT ANALYSIS
Summary:
Staff recommended that the Traffic Commission review the Traffic Impact Analysis (TIA) for the proposed Church of Jesus Christ Latter-Day Saints Temple and provide input and recommendation to the Planning Commission.
Staff will provide recommendations and comments as part of the Conditions of Approval to the Planning Commission to address at their May 11, 2022, meeting.
2 3. FEBRUARY 2022 TRAFFIC REPORTS (STATISTICS AND ACCIDENTS) A motion was made by Chair Pro-Tem Phayakapong, second by Commissioner Behura, to receive and file report. The motion carried (5-0-0-0) with the following roll call.
AYES: Behura, Cugini, Equitz, Johnson, Phayakapong
NOES: None
ABSTENTION: None
ABSENT: None
4. MARCH 2022 TRAFFIC REPORTS (STATISTICS AND ACCIDENTS) A motion was made by Chair Pro-Tem Phayakapong, second by Commissioner Behura, to receive and file report. The motion carried (5-0-0-0) with the following roll call.
AYES: Behura, Cugini, Equitz, Johnson, Phayakapong
NOES: None
ABSTENTION: None
ABSENT: None
ADJOURNMENT
The meeting was adjourned at 8:55 p.m. to the May 26, 2022 regularly scheduled Traffic Commission meeting at 6:30 p.m.
CITY CLERK'S OFFICE
DATE: MAY 17, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: MARCIA BROWN, CMC, CITY CLERK
SUBJECT: COUNCIL COMMITTEE AND AGENCY REPORTS
RECOMMENDATION
It is recommended that the City Council receive and file this report.
DISCUSSION
City Council members serve on a number of outside committees and agencies. Attached are updates received recently from these agencies.
ATTACHMENTS
1. Reports from City Council Organizations, Agencies and Committees.
PUBLIC WORKS DEPARTMENT
DATE: MAY 17, 2022
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: JAMIE LAI, P.E., DIRECTOR OF PUBLIC WORKS/CITY ENGINEER PREPARED BY: AUSTIN POSTOVOIT, SENIOR MANAGEMENT ANALYST SUBJECT: APPROVAL OF ENGINEER’S REPORT AND DECLARATION OF INTENT
TO LEVY AND COLLECT ASSESSMENTS WITHIN THE CITYWIDE YORBA
LINDA LIGHTING AND LANDSCAPING MAINTENANCE ASSESSMENT
DISTRICT FOR FISCAL YEAR 2022/2023, RESOLUTION NOS. 2022-5799 AND 2022-5800 AND SETTING A PUBLIC HEARING DATE CONCERNING
THE LEVY OF ASSESSMENTS
RECOMMENDATION
It is recommended that the City Council: 1.) Adopt proposed Resolution No. 2022-5799, approving the Engineer’s Report regarding the levy of an annual assessment with the City of Yorba Linda Street Lighting and Landscaping Maintenance Assessment District (LMAD) for Fiscal Year 2022/2023; and 2.) Adopt proposed Resolution No. 2022-5800, declaring its intention to levy and collect assessments within the City of Yorba Linda Street Lighting and Landscaping Maintenance Assessment District (LMAD) for Fiscal Year 2022/2023, and setting a time and place for a public hearing concerning the levy of annual assessments.
BACKGROUND
The City’s Street Lighting and Landscaping Maintenance Assessment District (LMAD) was formed pursuant to the Landscaping and Lighting Act of 1972 (“1972 Act”), which is included in the State of California Streets and Highways Code Division 15, Part 2, and the provisions of the California Constitution, Article XIII D (commonly referred to as Proposition 218).
Although consolidated into a single assessment district, the LMAD is actually comprised of various traffic signal, lighting, and landscaping benefit zones, which address the variations in the nature, location, and the extent of the improvements that provide special benefits to parcels in the LMAD. Within the boundaries of the LMAD, parcels are assigned to various Zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that zone.
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DISCUSSION
This annual Engineer's Report (the "Report") has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for FY 2022/2023. This Report outlines the District Zone structure, the improvements, and the proposed assessments to be levied in connection with the benefits the properties will receive from the maintenance and servicing of the District improvements for FY 2022/2023.
The annual assessments to be levied on properties within the District provide a funding source for the continued operation and maintenance of landscaping and lighting improvements within various zones of benefit that provide special benefits to the properties within the District and each respective Zone. Each fiscal year, the City establishes the District's assessments based on an estimate of the costs to maintain, operate and service the improvements and based upon available revenues including fund balances, general benefit contributions and additional City contributions and assessment limits. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to, the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collection of funds for operational reserves or for periodic maintenance and improvement rehabilitation projects as authorized by the 1972 Act. Each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
Each Zone outlined in this Report is a reflection of the various improvements and the types of improvements and services to be provided by the District for the properties that are directly associated with and benefit from those improvements. The net annual cost to provide the improvements in each Zone is based on the various improvements and the types of improvements and services to be provided by the District. The net special benefit cost of providing improvements and services is allocated to the benefiting properties within each Zone using a weighted method of apportionment (refer to Assessment Methodology in Section Il, Method of Apportionment in this Report) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services.
For FY 2022/2023, as part of the ongoing annual review of the improvements associated with each zone, and to ensure consistency throughout the District, the Engineer’s Report reflects some updates to the diagrams presented in “Part V- Assessment Diagrams”, and square footages discussed in the improvement descriptions in “Part I - Plans and Specifications” which more accurately depict the landscaping areas maintained by the LMAD. These modifications are not considered significant changes and for the most part involve minor updates to the maintained improvement areas previously depicted in the FY 2021/2022 Engineer's Report. Specifically, the Assessment Diagrams and improvement
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descriptions for Local Landscaping Zones, L-1A, L-1D, L-2B, L-2D, and L-4A have been updated. No other notable or consequential changes to the District and/or improvements have occurred since the adoption of the FY 2021/2022 Engineer's Report.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the City Council will, by resolution, order the improvements to be made and confirm the levy and collection of assessments pursuant to the 1972 Act. The assessments as approved will be submitted to the Orange County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer's Report describes the improvements to be provided, maintained and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for FY 2022/2023. While the budgets outlined in this Report reflect the estimated costs necessary to fully and adequately provide for the maintenance and operation of the improvements within the District, in some circumstances the estimated costs and associated services cannot be fully funded by the combination of the current special benefit assessment revenues and the City contribution for general benefits.
Therefore, in addition to the City's contribution for general benefit costs, on a case-by-case basis and at the discretion of the City Council, the City may also provide additional funding to support the improvements and/or implement service reductions for the fiscal year. To fully fund the improvements that are considered special benefits, it may be necessary in the future to increase assessment revenues which would require the support of the property owners for new or increased assessments through a ballot proceeding conducted under the provisions of the California Constitution Article Xlll D.
FISCAL IMPACT
As identified in the Engineer's Report, the total estimated annual LMAD assessments for FY 2022/2023 amount to $8,071,197. The General Benefit portion that the City must pay from the General Fund has been calculated to be $1,057,844. This amount has been budgeted as a transfer from the General Fund to the LMAD Fund, less a partially offsetting credit for a portion of the ad valorem property tax revenue collected in local landscaping zones L-4A and L-4B, the arterial landscaping zones, and the lighting and traffic signal zones. The net transfer from the General Fund is projected to be $943,735 which has been included in the proposed General Fund budget for FY 2022/2023. This amount will be adjusted at the end of the fiscal year based on actual ad valorem property tax revenue received during Fiscal Year 2022/2023.
Staff has completed an analysis of the current fiscal condition of the local landscaping zones based on the FY 2022/2023 Engineer's Report. This analysis has confirmed that there are no local landscaping zones in which assessments and/or fund balance on hand are likely
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to be insufficient to cover the cost of providing maintenance services. Therefore, there is no projected required or budgeted General Fund subsidy for the local landscaping zones.
In addition, staff anticipates completion of some turf removal and irrigation rebates which are anticipated to yield some long-term cost savings in various zones.
Local Landscaping Zone L-1A, however, does have budgeted expenditures exceeding projected available revenues, but it has fund balance on hand sufficient to cover its deficit in the coming year. However, as part of a longer-range financial projection, reserves are anticipated to deplete within the subsequent fiscal year, and unless significant changes are implemented to either reduce expenditures or increase revenues, the Zone’s expenses will exceed available revenues (assessments and reserves). While the Council previously initiated Proposition 218 proceedings, the proceedings were ultimately deferred to provide time to further analyze the zone and to first utilize existing reserves based on the amount that had accumulated. Therefore, staff is anticipating resuming these proceedings and initiating outreach to the Zone to gauge if there is interest from the property owners to initiate a petition process. In addition, while Local Landscape Zone L-1B’s budgeted expenditures do not exceed available resources, staff is discussing a future petition and Proposition 218 process with residents in this Zone who are interested in enhanced landscaping options as well as to address fallow areas within the zone. It is anticipated a potential petition process be initiated by the residents in FY 2022-2023.
It should also be noted that a General Fund contribution for the City's arterial landscaping zones totaling $409,295 has been included in the budget for FY 2022/2023. Per the Council's previous direction, any difference between the assessment revenues available in the arterial zones and the cost of maintaining those areas is funded by the General Fund.
No General Fund contributions are projected to be required in FY 2022/2023 for the lighting and traffic signal zones, where assessment and ad valorem revenues are sufficient to fully cover the maintenance and operation costs.
NEXT STEPS
The proposed action items for Council are to adopt the proposed two resolutions (Attachments 1 and 2) which approve the FY 2022/2023 Engineer's Report and declares the City's intention to levy and collect assessments and setting a Public Hearing to confirm the assessments. By the proposed Public Hearing on June 7, 2022, any public comments and written protests regarding the District and the annual levy of assessments may be heard.
The time period between approval of the Engineer’s report and the Public Hearing allows approximately 3 weeks for public review. Based upon those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may, by resolution, order the improvements to be made, and confirm the levy and collection of assessments pursuant to the 1972 Act. The assessments, as approved, will be submitted to the Orange County Auditor/Controller by August 10, 2022, to be included on
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the property tax roll for each parcel.
ALTERNATIVES
Do not approve the Engineer's Report as presented and the Declaration of Intent to Levy and Collect Assessments and direct staff to make changes to the Report. If an Engineer's Report is not approved in time, this may not allow the collection of assessment proceeds for FY 2022/2023 to contribute towards the higher cost in maintaining streetlights and landscaping.
ATTACHMENTS
1. Resolution No. 2022-5799 — Approval of the Engineer's Annual Report (Fiscal Year 2022/2023)
2. Resolution No. 2022-5800 — Intent to Levy Assessments and Setting of Public Hearing Date
3. FY 2022/2023 Engineer’s Report
4. City’s Proposed LMAD Capital Improvement Program
RESOLUTION NO. 2022-5799
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
YORBA LINDA, APPROVING THE ENGINEER'S REPORT
REGARDING THE LEVY OF AN ANNUAL ASSESSMENT
WITH THE CITY OF YORBA LINDA STREET LIGHTING
AND LANDSCAPING MAINTENANCE ASSESSMENT
DISTRICT FOR 2022/2023 FISCAL YEAR
WHEREAS, the City Council of the City of Yorba Linda, California has adopted Resolution No. 2022-5800, pursuant to Chapter 3 of Part 2 of Division 15 of the Streets and Highway Code of the State of California relative to Yorba Linda Street Lighting and Landscaping Maintenance District, initiating proceedings to levy and collect annual assessments and ordering the City Engineer to prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of said Code; and WHEREAS, the City Engineer has prepared and filed with the City Clerk a report, and the City Clerk has presented such report for the City of Yorba Linda Street Lighting and Landscaping Maintenance District for Fiscal Year 2022/2023; and WHEREAS, City Council has examined and reviewed said report.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Yorba Linda as follows:
Section 1. Incorporation of Recitals. The foregoing recitals are incorporated herein by this reference.
Section 2. Approval of Report. The Report, including plans and specifications for the improvements and the estimate of the costs of the improvements, a diagram for the district and an assessment for the costs of the improvements, is hereby approved as filed.
Section 3. Capital Improvement Program. In accordance with Streets and Highways Code Section 22660(a), the City Council has determined that the estimated cost of certain proposed improvements, described in Section 22525, subdivisions (a) through (d), are greater than can conveniently be raised from a single assessment and, as a result, shall be collected in installments over a period not to exceed five fiscal years and held in a reserve account, as noted in the Engineer's Report. General descriptions of these improvements for all Zones and sub-zones in the District, as well as the estimated costs thereof, the number of annual installments and years during which they are to be collected, and the maximum amount of each annual installment, are described in the Engineer's Report or in the City’s Capital Improvement Program budget referred to here and on file in the office of the City Clerk. Improvements may generally include, but are not limited to, irrigation/smart controllers, fence rehabilitation, trail surface, landscape renovation/drought tolerant upgrades, drains/drainage, median renovation, and electrical
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upgrades. The projects will be adjusted as necessary to avoid deficit spending should the Engineer's Report be approved.
Section 4. Prior Approvals for Fiscal Year 2022/2023 Engineer's Report. To the extent anything herein differs or is otherwise inconsistent with the City's prior action with respect to the approval of the Fiscal Year 2022/2023 Engineer's Report for prior individual Zone proceedings and/or the levy of assessments for prior individual Zone proceedings, this Resolution shall prevail as to any such inconsistencies.
Section 5. Severability. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Resolution and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions might subsequently be declared invalid or unconstitutional. Additionally, if any section, subsection, sentence, clause, phrase, portion, zone, or sub-zone of the Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
Section 6. EFFECTIVE DATE. This Resolution shall become effective upon its adoption.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Yorba Linda on this 17th day of May, 2022.
CARLOS RODRIGUEZ, MAYOR
CITY OF YORBA LINDA
ATTEST
MARCIA BROWN, CITY CLERK
CITY OF YORBA LINDA
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APPROVED AS TO FORM:
RUTAN & TUCKER, LLP
CITY ATTORNEY
STATE OF CALIFORNIA )
ss.
COUNTY OF ORANGE )
l, MARCIA BROWN, City Clerk of the City of Yorba Linda, California, DO HEREBY CERTIFY that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Yorba Linda held on the 17th day of May, 2022, and was carried by the following roll call vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
MARCIA BROWN, CITY CLERK
CITY OF YORBA LINDA
RESOLUTION NO. 2022-5800
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
YORBA LINDA, PURSUANT TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972,
DECLARING ITS INTENTION TO LEVY AND COLLECT
ASSESSMENTS WITHIN THE CITY OF YORBA LINDA
STREET LIGHTING AND LANDSCAPING MAINTENANCE
ASSESSMENT DISTRICT FOR FISCAL YEAR 2022/2023,
AND SETTING A TIME AND PLACE FOR A PUBLIC
HEARING CONCERNING THE LEVY OF ANNUAL
ASSESSMENTS
WHEREAS, there currently exists in the City of Yorba Linda an assessment district known as the Yorba Linda Lighting and Landscaping Maintenance District ("District"); and WHEREAS, by Resolution No. 2022-5800, the City Council of the City of Yorba Linda initiated proceedings to levy and collect annual assessments in the District, and ordered the City Engineer to prepare the report required by California Streets and Highways Code, pursuant to the provisions of the Landscaping and Lighting Act of 1972; and
WHEREAS, by accompanying Resolution No. 2022-5799, the City Engineer's report has been approved by the City Council.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Yorba Linda as follows:
Section 1. The foregoing recitals are incorporated herein by this reference Section 2. Pursuant to Streets and Highways Code Section 22624, the City Council hereby finds and declares that the public interest and necessity require the maintenance and servicing of landscaping and public lighting facilities in the City, and the City Council hereby declares its intention to levy and collect assessments within the Yorba Linda Lighting and Landscaping Maintenance Assessment District for Fiscal Year 2022/2023.
Under said Act, before levying and collecting assessments in the assessment district, the City Council is required to adopt a resolution declaring its intention to do so.
Section 3. The existing improvements in the District are generally described as the construction, installation, operation, servicing, and maintenance of the landscaping of green belts, multi-purpose trails, median islands, parks, and slopes adjacent to public rights-of-way; and the servicing, maintenance, and operation of public street lighting and traffic signal facilities within the Assessment District.
Section 4. The Yorba Linda Lighting and Landscaping Maintenance District is Citywide, and the boundaries of the District are coterminous with the present boundaries of the City.
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Section 5. Reference is hereby made to the Report of the City Engineer on file with the City Clerk for the Fiscal Year 2022/2023 (the "Engineer's Report"), which contains a full description of the improvements, the boundaries of the District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the District.
Section 6. An assessment will be levied pursuant to said Act upon all property in the City of Yorba Linda Street Lighting and Landscaping Maintenance Assessment District for Fiscal Year 2022/2023, subject to an assessment under said Act, as described in the Engineer's Report. Parcels within the District that are owned or used by any county, city, special district or other agency shall be assessed unless the City demonstrates by clear and convincing evidence that such lots or parcels receive no special benefit from proposed improvements. The District does not propose an increase in any applicable rate, nor does it propose a revision in methodology for the Fiscal Year 2022/2023 by which the assessment is calculated or to exceed an assessment formula or range, from that approved in the votes by the owners of parcels impacted in the assessment ballot proceeding for Fiscal Year 1997/1998, the ballot proceeding for the Fiscal Year 2003/2004 or any prior or subsequent individual zone proceedings, respectively. Per approval of the voters, an increase in the per-parcel assessment based on CPI or any other approved factor(s) will be levied during the Fiscal Year 2022/2023.
Government Code Section 53750(h)(1) provides that for purposes of Article XIIIC and XIIID of the California Constitution an assessment is "increased" if the District increases any applicable rate used to calculate the assessment or revises the methodology by which the assessment is calculated if that revision in methodology results in an increased amount being levied on any person or parcel. Government Code Section 54954.6(a)(1)(D) similarly provides that an "increased assessment" does not include an assessment that does not exceed an assessment formula or range previously adopted by the voters in the area where the assessment is imposed. The District does not propose an increase in any applicable rate, nor does it propose a revision in methodology for the Fiscal Year 2022/2023 by which the assessment is calculated or to exceed an assessment formula or range, from that approved in the votes by the owners of parcels impacted in the assessment ballot proceeding for Fiscal Year 1997/1998, the ballot proceeding conducted for the Fiscal Year 2003/2004 or any prior or subsequent individual zone proceeding, respectively. Therefore, pursuant to the foregoing definitions applicable to the proposed Fiscal Year 2022/2023 Citywide Yorba Linda Lighting and Landscaping Maintenance Assessment District assessment under the California Constitution and California statutory laws, there is no increase in the proposed Fiscal Year 2022/2023 assessments from the assessments imposed for Fiscal Year 2022/2023. The dollar amount of the assessment for some parcels may increase from prior years due to a change in use or other factor not related to the applicable rate, calculation methodology, assessment formula, or range previously approved in the above-referenced assessment ballot proceedings.
Section 7 Notice is hereby given that on Tuesday, June 7, 2022, at 7:00 p.m., in the City Council Chambers at 4845 Casa Loma Avenue, Yorba Linda, at a Regular Meeting of the City Council, the City Council will hold a Public Hearing to consider all oral statements and all written protests and communication made or filed by any interested person
R E S O L U T I O N N O . 2 0 2 2 - 5 8 0 0
P A G E 3
concerning the annual assessments for Fiscal Year 2022/2023 for the Yorba Linda Lighting and Landscaping Maintenance Assessment District.
Section 8. The City Clerk is hereby directed to give Notice of the Public Hearing referred to in Section 7 of this Resolution in accordance with applicable law.
Section 9. To the extent anything herein differs or is otherwise inconsistent with the City's prior action with respect to the approval of any individual Zone proceedings, and/or the levy of assessments for any individual Zone proceedings, this Resolution shall prevail as to any such inconsistencies.
Section 10. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of this Resolution and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions might subsequently be declared invalid or unconstitutional. Additionally, if any section, subsection, sentence, clause, phrase, portion, zone, or subzone of the Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or sub-zones might subsequently be declared invalid or unconstitutional..
Section 11. This Resolution shall become effective upon its adoption PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Yorba Linda on this 17th day of May, 2022.
CARLOS RODRIGUEZ, MAYOR
CITY OF YORBA LINDA
ATTEST
MARCIA BROWN, CITY CLERK
CITY OF YORBA LINDA
R E S O L U T I O N N O . 2 0 2 2 - 5 8 0 0
P A G E 4
APPROVED AS TO FORM
RUTAN & TUCKER LLP
CITY ATTORNEY
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
l, MARCIA BROWN, City Clerk of the City of Yorba Linda, California, DO HEREBY CERTIFY that the foregoing Resolution was adopted at a regular meeting of the City Council of the City of Yorba Linda held on the 17th day of May, 2022, and was carried by the following roll call vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
MARCIA BROWN, CITY CLERK
CITY OF YORBA LINDA
City of Yorba Linda
Street Lighting and Landscaping
Maintenance District
Annual Engineer’s Report
Fiscal Year 2022/2023
Intent Meeting: May 17, 2022
Public Hearing: June 7, 2022
APRIL 2022
PREPARED BY
WILLDAN FINANCIAL SERVICES
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com/financial
ENGINEER'S REPORT AFFIDAVIT
City of Yorba Linda
Street Lighting and Landscaping Maintenance District
For
Fiscal Year 2022/2023
City of Yorba Linda,
County of Orange, State of California
This Report and the enclosed descriptions, budgets and diagram outline the proposed improvements and assessments for the Street Lighting and Landscaping Maintenance District in the City of Yorba Linda for fiscal year 2022/2023, which includes each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Orange County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this ____________ day of ______________, 2022.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Yorba Linda
By: ________________________________
Jim McGuire
Principal Consultant, Project Manager
By: ________________________________
Tyrone Peter
PE # C 81888
Table of Contents
Introduction......................................................................................................... 1 District Changes for Fiscal Year 2022/2023 ............................................................ 1 Report Content and Annual Proceedings ............................................................... 1 Part I - Plans and Specifications.............................................................. 5 Zones of Benefit........................................................................................................ 5 Description of Improvements................................................................................... 6 Part II - Method of Apportionment .........................................................27 Legislative Authority and Provisions .................................................................... 27 Benefit Analysis ...................................................................................................... 28 Assessment Methodology...................................................................................... 33 Part III - Estimate of Costs......................................................................54 Part IV - Assessment Roll.......................................................................67 Part V – Assessment Diagrams .............................................................68 Appendix A - Historical District Changes............................................ 117
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Introduction
The City of Yorba Linda (the “City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the “1972 Act”) and the provisions of the California Constitution Article XIII D (the “Constitution”), annually levies and collects special assessments for the City’s maintenance assessment district designated as:
Street Lighting and Landscaping Maintenance District
(the “District”) in order to provide and maintain various landscaping and lighting improvements throughout the City that provide special benefits to properties within the City.
In accordance with the 1972 Act, the District utilizes benefit zones (“Zones”) to address variations in the nature, location, and extent of the improvements that provide special benefits to parcels in the District. Within the boundaries of the District, parcels are assigned to various Zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone.
In fiscal year 2021/2022, the District was comprised of the following Zones:
¾ Nine Arterial Landscaping Zones (A-1 through A-9);
¾ Thirty-three Local Landscaping Zones:
x L-1A, through L-1E;
x L-2A through L-2V;
x Zone L-3;
x L-4A and L-4B;
x L-5A, L-5B and L-5C;
¾ A single citywide Arterial Street Lighting Zone,
¾ A non-contiguous Local Street Lighting Zone, and
¾ Three Traffic Signal Zones (TS-1, TS-2, and TS-3),
District Changes for Fiscal Year 2022/2023
For FY 2022/2023, as part of the ongoing annual review of the improvements associated with each zone, and to ensure consistency throughout the District, this Report reflects some updates to the diagrams presented in “Part V- Assessment Diagrams”, and square footages discussed in the improvement descriptions in “Part I - Plans and Specifications” which more accurately depict the landscaping areas maintained by the LMAD. These modifications are not considered significant changes and for the most part involve minor updates to the maintained improvement areas previously depicted in the FY 2021/2022 Engineer's Report. Specifically, the Assessment Diagrams and improvement descriptions for Local Landscaping Zones, L-1A, L-1D, L-2B, L-2D, and L-4A have been updated.
No other notable or consequential changes to the District and/or improvements have occurred since the adoption of the FY 2021/2022 Engineer's Report.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Report Content and Annual Proceedings
This Engineer’s Annual Report (the “Report”) has been prepared pursuant to Chapter 1, Article 4 and Chapter 3 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for fiscal year 2022/2023. If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional.
This Report outlines the District Zone structure, the improvements, and the proposed assessments to be levied in connection with the benefits the properties will receive from the maintenance and servicing of the District improvements for fiscal year 2022/2023. The annual assessments to be levied on properties within the District provide a funding source for the continued operation and maintenance of landscaping and lighting improvements within various zones of benefit (“Zones”) that provide special benefits to the properties within the District and each respective Zone. Each fiscal year, the City establishes the District’s assessments based on an estimate of the costs to maintain, operate and service the improvements and based upon available revenues including fund balances, general benefit contributions and additional City contributions and assessment limits. The costs of the improvements and the proposed annual assessments budgeted and assessed against properties within the District may include, but are not limited to the estimated expenditures for regular annual maintenance and repairs; incidental expenditures related to the operation and administration of the District; deficits or surpluses from prior years; revenues from other sources; and the collection of funds for operational reserves or for periodic maintenance and improvement rehabilitation projects as authorized by the 1972 Act.
Each parcel is assessed proportionately for only those improvements, services, and expenses for which the parcel will receive special benefit.
Each Zone outlined in this Report reflects the various improvements and the types of improvements and services to be provided by the District for the properties that are directly associated with and benefit from those improvements. The net annual cost to provide the improvements in each Zone is based on the various improvements and the types of improvements and services to be provided by the District and the net special benefit cost of providing those improvements and services are allocated to the benefiting properties within the Zone using a weighted method of apportionment (refer to Assessment Methodology in Part II, Method of Apportionment) that calculates the proportional special benefit and assessment for each parcel as compared to other properties that benefit from the District improvements and services.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (“APN”) by the Orange County Assessor’s Office. The Orange County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the District assessments.
At a noticed annual Public Hearing, the City Council will accept all public comments and written protests regarding the District and the annual levy of assessments. Based on those public comments and written protests, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments the Council will, by Resolution, order the improvements to be made and confirm the levy and collection of assessments pursuant to the 1972 Act. The assessments as approved will
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
be submitted to the Orange County Auditor/Controller to be included on the property tax roll for each parcel.
As required by the 1972 Act, this Engineer’s Report describes the improvements to be provided, maintained, and serviced by the District, an estimated budget for the District improvements, and the proposed assessments to be levied upon each assessable lot or parcel within the District for fiscal year 2022/2023.
While the budgets outlined in this Report reflect the estimated costs necessary to fully and adequately provide for the maintenance and operation of the improvements within the District, in some circumstances the estimated costs and associated services cannot be fully funded by the combination of the current special benefit assessment revenues and the City contribution for general benefits. Therefore, in addition to the City’s contribution for general benefit costs, on a case by case basis, at the discretion of the City Council, the City may also provide additional funding to support the improvements and/or implement service reductions for the fiscal year. To fully fund the improvements that are considered special benefits, it may be necessary in the future to increase assessment revenues which would require the support of the property owners for new or increased assessments through a ballot proceeding conducted under the provisions of the California Constitution Article XIII D.
This Report consists of five (5) parts:
Part I
Plans and Specifications: This section provides a general description of the District and the improvements for which parcels are assessed. The proposed assessments as outlined in this Report are based on the improvements and appurtenant facilities that provide a special benefit to the properties within the District and generally consist of local and arterial landscaping improvements, arterial and local street lighting, traffic signals and operational expenses authorized pursuant to the 1972 Act. The plans and specifications contained in this Report generally describe the nature and extent of the improvements. In conjunction with these general descriptions of the improvements a visual depiction of the landscape improvement areas is provided in “Part V- Assessment Diagrams” of this Report. More detailed information regarding the specific plans and specifications associated with the District improvements in each Zone may be on file in the Public Works Department and by reference are made part of this Report.
Part II
Method of Apportionment: This section includes a discussion of the general and special benefits associated with the various improvements to be provided within the District (Benefit Analysis), which includes a discussion of the proportional costs of the special benefits and a separation of costs considered to be of general benefit (and therefore not assessed). This section of the Report also outlines the method of calculating each property’s proportional special benefit necessary to calculate the property’s annual assessment. This method of apportionment is consistent with the previously adopted method of apportionment for the District that was approved by the property owners in a protest ballot proceeding conducted in 1997 as well as subsequent Property Owner Protest Ballot Proceedings conducted for increased assessments in individual Zones pursuant to the provisions of the California Constitution Article XIIID.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part III
Estimate of Costs: An estimate of the annual costs to operate, maintain, and service the landscaping and lighting improvements and appurtenant facilities. The budget for each Zone includes an estimate of the maintenance costs and incidental expenses including, but not limited to, labor, materials, utilities, equipment, and administration expenses as well as the collection of other appropriate funding authorized by the 1972 Act and deemed necessary to fully support the improvements, even though not all costs identified in these budgets are necessarily supported by the current assessment revenues. Those improvements and/or costs determined to be of general benefit shall be funded by a City contribution. In addition to the general benefit costs, the City may provide additional funding to support the maintenance and operation of the improvements considered to be of special benefit, but City staff shall make the determination of which improvements, and the extent of the services and activities that shall be provided based on available revenues.
Part IV
Assessment Roll: The assessment amounts to be levied and collected in fiscal year 2022/2023 for each parcel is based on the parcel’s calculated proportional special benefit as outlined in "Part II - Method of Apportionment" and the annual assessment rates established by the estimated budgets in "Part III - Estimate of Costs" of this Report. Due to the number of parcels within the District, the Assessment Roll for fiscal year 2022/2023 has been filed electronically with the City Clerk rather than displayed in this Report and by reference the listing of the Assessor’s Parcel Numbers and the corresponding assessment amounts are made part of this Report.
Part V
Assessment Diagrams: This section of the Report contains a series of diagrams showing the boundaries of the Zones within the District for fiscal year 2022/2023 which incorporate the parcels determined to receive special benefits from the various District improvements. For those Zones that provide landscape improvements, the diagrams also provide a visual depiction of the location and extent of the landscaped areas being maintained. Parcel identification, the lines and dimensions of each lot, parcel, and subdivision of land within the District and Zones are shown on the Orange County Assessor's Parcel Maps and shall include any subsequent lot line adjustments or parcel changes therein. Reference is hereby made to the Orange County Assessor’s Parcel Maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part I - Plans and Specifications
The territory within the District consists of all lots or parcels of land within the City of Yorba Linda and the boundaries of the District are coterminous with the City boundaries. The purpose of this District is to provide in part, through annual assessments, funding for the ongoing operation, maintenance, and servicing of landscaping, street lighting, traffic signal improvements and related facilities and services in various areas throughout the City. Improvements currently provided within the District generally include, but are not limited to:
¾ Landscape improvements within the street medians and parkway side-panels, including parkways, slopes, and entryways; and various non-street landscaping including greenbelt areas, slopes, local trails, and open space areas within various landscape zones. These landscaped improvements and areas may include but are not limited to various combinations of trees; turf; ground cover; shrubs, plantings and other amenities including retaining walls, monuments, fencing, sidewalks, stamped concrete, or pavers; irrigation and drainage systems; and related appurtenances.
¾ Lighting facilities on the public streets within the City including both street lights and traffic signals. These lighting improvements may include but are not limited to street lights located on the City’s arterial streets, traffic signals located throughout the City and local street lights within or adjacent to the various developments and subdivisions.
Zones of Benefit
In accordance with the 1972 Act, the District utilizes Zones to address variations in the nature, location, and extent of the improvements that provide special benefits to parcels in the District.
Within the boundaries of the District, parcels are assigned to benefit zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone.
Prior to fiscal year 2012/2013, the District included twelve designated Zones in order to identify and budget for the various improvements being provided within the District and the relationship and benefits to properties within the District. These twelve Zones included a citywide Arterial Landscaping Zone and Arterial Street Lighting Zone; three Traffic Signal Zones (TS-1, TS-2, and TS-3); a noncontiguous Local Street Lighting Zone; and six Local Landscaping Zones designated as L-1, L-2, L-3, L-4, L-5 and L-5A. Commencing in fiscal year 2012/2013, an ongoing annual review and evaluation of the improvements and properties within the District has been conducted.
As a result, several modifications have been implemented in the District to clarify and more clearly identify the specific improvements directly associated with and that provide special benefits to the properties within the District as well as the general benefits associated with those improvements.
The implementation of these changes since fiscal year 2012/2013, has reorganized the previously established twelve Zones into forty-eight Zones without facilitating an increase to the previously approved maximum assessment rates in most cases.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
For fiscal year 2022/2023, the District is comprised of the following benefit zones (Zones):
¾ Nine Arterial Landscaping Zones (A-1 through A-9);
¾ Thirty-three Local Landscaping Zones:
x L-1A, through L-1E;
x L-2A through L-2V;
x Zone L-3;
x L-4A and L-4B;
x L-5A, L-5B and L-5C;
¾ A single citywide Arterial Street Lighting Zone,
¾ A non-contiguous Local Street Lighting Zone, and
¾ Three Traffic Signal Zones (TS-1, TS-2, and TS-3),
Description of Improvements
As authorized by the 1972 Act, the improvements provided by the District and associated with each Zone incorporate various landscaping or lighting improvements that are maintained and serviced for the benefit of real property within the District. The maintenance of the landscape improvements may also include various appurtenances that may include but is not limited to entry monuments; various types of fencing; retaining walls; ornamental lighting or other ornamental fixtures; signage; and irrigation, drainage, and electrical equipment. In most cases, these improvements were either installed in direct connection with the development of properties within the Zones or were installed for the benefit of those properties as a result of property development or potential development of those properties and were considered necessary for the development of those properties to their full and best use. The work to be performed within each respective Zone may include but is not limited to (as applicable), the personnel, materials, equipment, electricity, water, contract services, repair and rehabilitation of the improvements and incidental expenses required to operate the District and provide the improvements and services for each Zone. The improvements provided within the District and for which parcels receive special benefits are generally described in the following.
Street Light Improvements
The street lighting system in the City of Yorba Linda currently consists of 6,171 street lights (mostly Edison-owned) and the cost of operating and maintaining the street lights including energy costs are funded in part by the District’s annual assessments. Within the District there are two (2) Street Light Zones, designated as the Arterial Street Lighting Zone and the Local Street Lighting Zone. The following is a summary of the two Zones and the street light improvements generally provided in each.
Arterial Street Lighting Zone
The boundaries of the Arterial Street Lighting Zone are coterminous with the City boundaries and all parcels within the City (excluding lots and parcels of land identified as exempt) are proportionately assessed for the net-special benefit costs for the operation and maintenance of
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
these improvements. The following is a summary of the street lights currently included in the Arterial Street Lighting Zone:
Local Street Lighting Zone
Although the Local Street Lighting Zone is also considered a city-wide zone, only parcels that receive special benefits from local street lighting improvements are proportionately assessed for the net special benefit cost of providing those improvements and are designated as “Local Street Lighting Zone A”. All other parcels in the City (parcels that do not receive special benefits from local street lighting improvements and are not assessed) are designated as “Local Street Lighting Zone B” parcels for administration purposes only (not an actual Zone). The following is a summary of the street lighting improvements currently included in the Local Street Lighting Zone for which parcels are proportionately assessed:
Type of Light Wattage Total No.
of Lights
Light Emitting Diodes (LED) 31 39
Light Emitting Diodes (LED) 39 75
Light Emitting Diodes (LED) 71 180
Light Emitting Diodes (LED) 82 751
Light Emitting Diodes (LED) 90 3
Light Emitting Diodes (LED) 105 15
Light Emitting Diodes (LED) 136 12
Light Emitting Diodes (LED) 155 4
Total Lights 1,079
Type of Light Size in
Lumens
Total No.
of Lights
High Pressure Sodium Vapor 4,000 2
High Pressure Sodium Vapor 5,800 3,521
High Pressure Sodium Vapor 9,500 13
High Pressure Sodium Vapor 16,000 37
High Pressure Sodium Vapor 22,000 142
High Pressure Sodium Vapor 27,500 73
High Pressure Sodium Vapor 37,000 2
Total Lights 3,790
Type of Light Wattage Total No.
of Lights
Light Emitting Diodes (LED) 31 1,140
Light Emitting Diodes (LED) 39 14
Light Emitting Diodes (LED) 71 18
Light Emitting Diodes (LED) 82 100
Light Emitting Diodes (LED) 100 23
Light Emitting Diodes (LED) 136 7
Total Lights 1,302
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Traffic Signal Improvements
Within the District there are three (3) Traffic Signal Zones, designated as TS-1, TS-2 and TS-3, the boundaries of which collectively are coterminous with the City boundaries. Each of the three Traffic Signal Zones include traffic signal improvements on the City’s major thoroughfares at specific intersections within the boundaries of each respective Zone that serve as the primary access points to the properties assessed within these Zones. The following is a listing of the traffic signal locations (intersections) currently included in each Traffic Signal Zone.
Traffic Signal Zone TS-1
The zone is located on the eastern side of the City and the proportional special benefit assessments on parcels within this Zone currently fund in part the ongoing maintenance and operation of the traffic signals located at the following intersections:
¾ La Palma Avenue and Via Lomas de Yorba East;
¾ La Palma Avenue and Via Lomas de Yorba West;
¾ La Palma Avenue and Gypsum Canyon Road; and
¾ La Palma Avenue and Mercado Del Rio.
Traffic Signal Zone TS-2
The zone comprises the majority of the properties within the City (both the central and western portions of the City) as well as the majority of the City’s traffic signals. The proportional special benefit assessments on parcels within this Zone currently fund in part the ongoing maintenance and operation of the traffic signals located at the following intersections:
¾ Imperial Highway and Prospect Avenue;
¾ Imperial Highway and Bastanchury Road;
¾ Imperial Highway and Valley View Avenue;
¾ Imperial Highway and Casa Loma Avenue;
¾ Imperial Highway and Eureka Avenue;
¾ Imperial Highway and Lemon Drive;
¾ Imperial Highway and Lemon Drive East;
¾ Imperial Highway and Olinda Street;
¾ Imperial Highway and Yorba Linda Boulevard;
¾ Imperial Highway and Kellogg Drive;
¾ Yorba Linda Boulevard and Linda Vista Street (cost shared with the City of Placentia); ¾ Yorba Linda Boulevard and Rose Drive (cost shared with the City of Placentia); ¾ Yorba Linda Boulevard and Prospect Avenue (cost shared with the City of Placentia); ¾ Yorba Linda Boulevard and Jefferson Street (cost shared with the City of Placentia); ¾ Yorba Linda Boulevard and Van Buren Street;
¾ Yorba Linda Boulevard and Richfield Road;
¾ Yorba Linda Boulevard and Valley View Avenue;
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
¾ Yorba Linda Boulevard and Casa Loma Avenue;
¾ Yorba Linda Boulevard and Casa Loma Circle;
¾ Yorba Linda Boulevard and Eureka Avenue;
¾ Yorba Linda Boulevard and Mountain View Avenue;
¾ Yorba Linda Boulevard and Lakeview Avenue;
¾ Yorba Linda Boulevard and Avocado Avenue;
¾ Yorba Linda Boulevard and Ohio Street;
¾ Yorba Linda Boulevard and Palm Avenue;
¾ Yorba Linda Boulevard and Kellogg Drive;
¾ Yorba Linda Boulevard and Fairmont Boulevard;
¾ Yorba Linda Boulevard and Avenida Rio Del Oro;
¾ Yorba Linda Boulevard and Village Center Drive;
¾ Yorba Linda Boulevard and Paseo De Las Palomas;
¾ Yorba Linda Boulevard and San Antonio Road;
¾ Yorba Linda Boulevard and Yorba Ranch Road;
¾ Yorba Linda Boulevard and Via Esquela;
¾ Yorba Linda Boulevard and Stonehaven Drive;
¾ Yorba Linda Boulevard and Avenida Adobe;
¾ Yorba Linda Boulevard and New River Road;
¾ Fairmont Boulevard and Paseo De Las Palomas;
¾ Fairmont Boulevard and Village Center Drive/Nob Hill; ¾ Fairmont Connector and Esperanza Road;
¾ Fairmont Boulevard and Fairmont Connector;
¾ Fairmont Boulevard and Old Ranch Road;
¾ Fairmont Boulevard and Futura Drive;
¾ Esperanza Road and Lindsey Drive;
¾ Esperanza Road and New River;
¾ Lakeview Avenue and Lemon Drive;
¾ Lakeview Avenue and Town Center Drive;
¾ Mountain View Avenue and Kellogg Drive;
¾ Rose Drive and Wabash Avenue;
¾ Rose Drive School Crossing (at Rose Drive School);
¾ Rose Drive Pedestrian Crossing (at El Cajon Trail);
¾ Valley View Avenue and Orange Drive;
¾ Valley View Avenue and Lakeview Avenue;
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
¾ Valley View Avenue and Bastanchury Road;
¾ Valley View Avenue and Pedestrian Crossing (EL Cajon Trail); ¾ Bastanchury Road and Prospect Avenue;
¾ Bastanchury Road and Rose Drive;
¾ Bastanchury Road and Lakeview Avenue;
¾ Bastanchury Road and Fairmont Boulevard;
¾ Bastanchury Road and Village Center Drive;
¾ Bastanchury Road and Secretariat Way;
¾ Bastanchury Road and Grey Stone Drive;
¾ Bastanchury Road and Clydesdale Drive;
¾ Bastanchury Road and Plumosa Drive
¾ Bastanchury Road and Yorba Linda High School (to be installed summer 2021) ¾ Buena Vista Avenue and Richfield Road; and
¾ Grandview and Kellogg Drive.
Traffic Signal Zone TS-3
The zone is located on the southeastern section of the City and the proportional special benefit assessments on parcels within this Zone currently fund in part the ongoing maintenance and operation of a single traffic signal located at:
¾ Savi Ranch Parkway and Mirage Street.
Landscape Improvements
Arterial Landscaping Zone
Within the District there are nine (9) designated Arterial Landscaping Zones (A-1 through A-9), the boundaries of which collectively are coterminous with the City boundaries. Each of these nine Arterial Landscaping Zones have been established to reflect the proportional special benefit properties within the District receive from the District maintained arterial landscaping improvements. The boundaries of each Arterial Landscaping Zone are based on the improvements being maintained through the District assessments and the relationship and proximity of the developments and properties that derive special benefit from those improvements. The location, extent and types of improvements and the proximity of the various parcels and developments to those improvements were evaluated in developing the boundaries of the nine Zones and proportional special benefit cost allocations and most of the Zones are separated by streets that are considered primary arterials or other thoroughfares that may be considered secondary arterials. Therefore, some improvements (specifically medians) may be located between two Zones and those improvements are shared by the two adjacent Zones. In such cases, the special benefit and cost of providing such improvements are shared by parcels in both Zones. However, because the extent and type of landscaping on either side of these streets (parkways, side panels, or adjacent landscape areas) may often times be dramatically different, the special benefit and the costs associated with these improvements on primary arterial streets are assigned and allocated to the adjacent Arterial Landscaping Zone and on other thoroughfares (including secondary arterials) these parkways, side panels, or adjacent landscape areas are typically funded by the abutting Local Landscaping Zone, instead of the Arterial Landscaping Zone. The following is a brief description and summary of the landscaped areas
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
associated within each Arterial Landscaping Zones. A visual depiction of the location and extent of the improvement areas and Zone boundaries are provided in "Part V- Assessment Diagrams" of this Report. Within some of the Arterial Landscaping Zones there are landscape improvement areas (various parkway landscaping and/or greenbelt areas) that are not included as part of the Arterial Landscaping Zone assessments and are currently funded by the City. These improvement areas are distinguished on the Assessment Diagrams by a different color and are summarized in the following descriptions.
Arterial Landscaping Zone A-1
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 114,610 square feet of designated landscape improvement area that incorporates an estimated 30,010 square feet of irrigated sloped/mostly-sloped landscaped area; 84,250 square feet of irrigated flat/moderatelysloped landscaped area; and 350 square feet of non-irrigated area and trails. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ La Palma Avenue from approximately 700 feet east of Weir Canyon Road (Yorba Linda Boulevard), east to Camino De Bryant.
Arterial Landscaping Zone A-2
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 293,500 square feet of designated landscape improvement area that incorporates an estimated 69,480 square feet of irrigated median landscaping and 3,500 square feet non-irrigated/hardscape median area; 149,840 square feet of irrigated sloped/mostly-sloped landscaped area; and 70,680 square feet of flat/moderately-sloped landscaped area of which 36,710 square feet is irrigated and 33,970 square feet of non-irrigated area and trails. Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by A-3 and A-5) and the square footages presented above represent this Zone’s proportional allocation of the total square footage of those shared median improvements. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Esperanza Road from approximately 370 feet east of Via Del Cazador (the boundary line between Zones A-3 and A-2), west to approximately 490 feet west of Hickory Drive (a point which is approximately 450 feet east of Paseo Del Prado and the boundary line between Zones A-9 and A-2);
¾ Yorba Linda Boulevard from San Antonio Road (the boundary line between Zones A-9 and A-2), east and south to approximately 400 feet southeast of Via De La Escuela (the point at which the boundary line of Zone A-3 crosses Yorba Linda Boulevard), x The median improvements from San Antonio Road to approximately 450 feet northwest of Via Del Agua (approximately 500 feet southeast of Dorinda Road) are shared with Zone A-5; and
x The median improvements from approximately 450 feet northwest of Via Del Agua to approximately 400 feet southeast of Via De La Escuela are shared with Zone A-3; ¾ Yorba Ranch Road from Yorba Linda Boulevard, south to Esperanza Road.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zone A-3
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 294,820 square feet of designated landscape improvement area that incorporates an estimated 42,970 square feet of irrigated median landscaping and 12,130 square feet non-irrigated/hardscape median area; 123,690 square feet of irrigated sloped/mostly-sloped landscaped; and 116,030 square feet of flat/moderately-sloped landscaped area of which 88,790 square feet is irrigated and 27,240 square feet is trails. Portions of the medians associated with this Zone are shared by properties in an adjacent Zone (shared by Zone A-2) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians.
The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Esperanza Road from approximately 370 feet east of Via Del Cazador (the boundary line between Zones A-2 and A-3), east to a point approximately 1,450 east of New River Road; ¾ Yorba Linda Boulevard from approximately 450 feet northwest of Via Del Agua (approximately 500 feet southeast of Dorinda Road and the boundary line between Zones A5 and A-3), south to Esperanza Road, x The median improvements from approximately 450 feet northwest of Via Del Agua to approximately 400 feet south of Via De La Escuela are shared with Zone A-2.
Arterial Landscaping Zone A-4
The properties within this Arterial Landscaping Zone proportionately share and receive benefit from the maintenance, servicing, and operation of approximately 565,650 square feet of designated landscape improvement area that incorporates an estimated 82,940 square feet of irrigated median landscaping and 11,660 square feet non-irrigated/hardscape median area; 383,730 square feet of irrigated sloped/mostly-sloped landscaped area; and 87,320 square feet of flat/moderately-sloped landscaped area of which 82,240 square feet is irrigated and 5,080 square feet of trails. Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by Zones A-7, A-8, and A-9) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians. In addition to the above square feet of improvements associated with this Zone, there are landscape improvements maintained by the City in various locations within the Zone that are not included as part of the improvements for which properties are assessed through the Arterial Landscaping Zone or any Local Landscaping Zone currently. The maintenance of these nonarterial right-of-way improvement areas are funded by the City. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Esperanza Road from Imperial Highway, east to Fairmont Boulevard; ¾ Imperial Highway from Yorba Linda Boulevard, south to Esperanza Road, x The median improvements from Yorba Linda Boulevard to Kellogg Drive are shared with Zone A-8;
¾ Yorba Linda Boulevard from Imperial Highway, east to Avenida Rio Del Oro, (These median improvements are shared with Zone A-7);
¾ Fairmont Boulevard from Yorba Linda Boulevard, south to Esperanza Road, x The median improvements from Paseo De Las Palomas, south to Esperanza Road are shared with Zone A-9;
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
¾ Non-Assessed Local Improvements in this Zone include, but are not limited to:
x Parkways located in the vicinity of Kellogg Drive and Arroyo Cajon Drive; Grandview Avenue and Sunny Slope; Avenida Rio Del Oro south of Yorba Linda Boulevard; the east side of Fairmont Boulevard just north of Paseo De Las Palomas; and the west side of Fairmont Boulevard between Paseo De Las Palomas and Village Center Drive; x Greenbelt/trail areas located generally along Kingsbriar Drive between Fairmont Boulevard and Acacia Hill Drive; and
x Median and parkway landscaping on Imperial Highway located southeast of Kellogg Drive.
Arterial Landscaping Zone A-5
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 678,450 square feet of designated landscape improvement area that incorporates an estimated 112,510 square feet of irrigated median landscaping and 11,630 square feet non-irrigated/hardscape median area; 408,250 square feet of irrigated sloped/mostly-sloped landscaped area; and 146,060 square feet of flat/moderately-sloped landscaped area of which 75,730 square feet is irrigated and 70,330 square feet is non-irrigated comprised of natural vegetation or minimal/modified/fallowlandscaped areas and/or trails. Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by Zones A-2, A-7, and A-9) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Bastanchury Road from the boundary line between Zones A-6 and A-5 which is approximately 310 east of Emerald Downs Drive and 1,000 feet west of Clydesdale, east to Village Center Drive,
x The median improvements from Fairmont Boulevard, east to approximately 830 feet west of Village Center Drive are shared with Zone A-7;
¾ Yorba Linda Boulevard from approximately 750 feet west of Village Center Drive (the boundary line between Zones A-7 and A-5), east to approximately 500 feet southeast of Dorinda Road (approximately 450 feet northwest of Via Del Agua and the boundary line between A-3 and A-5),
x The median improvements from approximately 750 feet west of Village Center Drive to San Antonio Road are shared with Zone A-9;
x The median improvements from San Antonio Road to approximately 500 feet southeast of Dorinda Road are shared with Zone A-2;
¾ Village Center Drive from Yorba Linda Boulevard, north to Fairmont Boulevard; ¾ Fairmont Boulevard from Avenida Del Rey, north to Village Center Drive, x The median improvements from Avenida Del Rey to Bastanchury Road are shared with Zone A-7.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zone A-6
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 519,130 square feet of designated landscape improvement area that incorporates an estimated 93,400 square feet of irrigated median landscaping and 4,950 square feet non-irrigated/hardscape median area; 256,280 square feet of irrigated sloped/mostly-sloped landscaped area; and 164,500 square feet of flat/moderately-sloped landscaped area including 133,560 square feet of irrigated landscaping and 30,940 square feet of trails. Portions of the medians associated with this Zone are shared by properties in an adjacent Zone (shared by Zone A-7) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Bastanchury Road from Valley View Avenue (at the boundary line between Zone A-7 and A6), east to approximately 310 east of Emerald Downs Drive (approximately 1,000 feet west of Clydesdale and is also the boundary line between Zones A-5 and A-6); ¾ Lakeview Avenue from Bastanchury Road, north and west to Valley View Avenue; ¾ Valley View Avenue from Bastanchury Road, north to Valley View Circle, x The median improvements between Bastanchury Road and Brooklyn Avenue are shared with Zone A-7.
Arterial Landscaping Zone A-7
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 1,180,170 square feet of designated landscape improvement area that incorporates an estimated 181,190 square feet of irrigated median landscaping and 31,350 square feet non-irrigated/hardscape median area; 397,500 square feet of sloped/mostly-sloped landscaped area of which 391,370 square feet is irrigated and 6,130 square feet is non-irrigated; and 570,130 square feet of flat/moderately-sloped landscaped area of which 441,510 square feet is irrigated and 128,620 square feet is non-irrigated (24,530 square feet of natural vegetation or minimal-landscaped areas and 104,090 square feet of trails). Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by Zones A-4, A-6, A-8, and A-9) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians.
In addition to the above square feet of improvements associated with this Zone, there are landscape improvements maintained by the City in various locations within the Zone that are not included as part of the improvements for which properties are assessed through the Arterial Landscaping Zone or any Local Landscaping Zone currently. The maintenance of these nonarterial right-of-way improvement areas are funded by the City. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Yorba Linda Boulevard from North Jefferson Avenue, east to approximately 750 feet west of Village Center Drive (the boundary line between Zone A-5 and A-7), x The median improvements from North Jefferson Avenue to Imperial Highway are shared with Zone A-8;
x The median improvements from Imperial Highway to Avenida Rio Del Oro are shared with Zone A-4;
x The median improvements from Avenida Rio Del Oro to approximately 750 feet west of Village Center Drive are shared with Zone A-9;
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
¾ North Rose Drive between Verna Lane and Lathrop Drive; ¾ Imperial Highway between Yorba Linda Boulevard to North Rose Drive; ¾ Bastanchury Road from western City Limit (a point that is approximately 1,000 feet west of North Rose Drive), east to Lakeview Avenue, and then from Fairmont Boulevard, east to approximately 830 feet west of Village Center Drive;
x The median improvements from Fairmont Boulevard, east to approximately 830 feet west of Village Center Drive are shared with Zone A-7;
¾ Lakeview Avenue between Bastanchury Road and Piper Place; ¾ Fairmont Boulevard from Avenida Del Rey, south to Yorba Linda Boulevard; ¾ Valley View Avenue from Bastanchury Road to Brooklyn Avenue, (The median improvements are shared with Zone A-6); and
¾ Non-Assessed Local Improvements in this Zone include, but are not limited to:
x Parkways located on El Cajon Avenue, Prospect Avenue, 2nd Street, Orange Drive, Valley View Avenue, Casa Loma Avenue, Avocado Avenue, and Fairmont Boulevard; and
x Greenbelt/trail areas located generally near north of El Cajon Avenue between Valley View Avenue and Jamestown Drive; and south of Bastanchury Road and west of North Rose Drive.
Arterial Landscaping Zone A-8
The properties within this Arterial Landscaping Zone proportionately share and receive benefit from the maintenance, servicing, and operation of approximately 415,710 square feet of designated landscape improvement area that incorporates an estimated 48,360 square feet of irrigated median landscaping and 4,780 square feet non-irrigated/hardscape median area; 144,290 square feet of irrigated sloped/mostly-sloped landscaped area; and 218,280 square feet of flat/moderately-sloped landscaped area including 167,430 square feet of irrigated landscaping and 50,850 square feet of trails. Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by Zones A-4 and A-7) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians. In addition to the above square feet of improvements associated with this Zone, there are landscape improvements maintained by the City in various locations within the Zone that are not included as part of the improvements for which properties are assessed through the Arterial Landscaping Zone or any Local Landscaping Zone currently. The maintenance of these non-arterial right-of-way improvement areas are funded by the City. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Yorba Linda Boulevard from Jefferson Street to Imperial Highway, (The median improvements are shared with Zone A-7);
¾ Imperial Highway from Yorba Linda Boulevard to Kellogg Drive, (The median improvements are shared with Zone A-4);
¾ Richfield Road from Yorba Linda Boulevard to Orchard Drive (southern City Limits); ¾ Lakeview Avenue from Buena Vista Avenue to Mariposa Avenue (southern City Limits); ¾ Buena Vista Avenue from Windemere Drive (western City Limits) to Imperial Highway; and
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
¾ Non-Assessed Local Improvements in this Zone include, but are not limited to:
x Parkways located on North Van Buren Street between Buena Vista Avenue and Alta Vista Street; and
x Greenbelt/trail area located north of Cascades.
Arterial Landscaping Zone A-9
The properties within this Arterial Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 785,340 square feet of designated landscape improvement area that incorporates an estimated 267,850 square feet of irrigated median landscaping and 3,080 square feet non-irrigated/hardscape median area; 289,580 square feet of irrigated sloped/mostly-sloped landscaped area; and 224,830 square feet of flat/moderately-sloped landscaped area including 133,830 square feet of irrigated landscaping and 91,000 square feet of non-irrigated improvements (49,070 square feet of natural vegetation or minimal-landscaped areas and 41,930 square feet of trails). Portions of the medians associated with this Zone are shared by properties in adjacent Zones (shared by Zones A-4, A-5, and A-7) and the median square footage presented above represents this Zone’s proportional allocation of the total square footage of those shared medians. In addition to the above square feet of improvements associated with this Zone, there is some flat/moderately-sloped improvements within the boundaries of the Zone that is maintained by the City but not included as part of the improvements for which properties are assessed through the Arterial Landscaping Zone or any Local Landscaping Zone currently. The maintenance of these non-arterial right-of-way improvement areas are funded by the City. The improvement areas for which properties in this Zone receive special benefit are generally located in the following area(s):
¾ Esperanza Road from Fairmont Boulevard, east to approximately 490 feet west of Hickory Drive (a point which is approximately 450 feet east of Paseo Del Prado and the boundary line between Zones A-2 and A-9);
¾ Yorba Linda Boulevard from Avenida Rio Del Oro, east to San Antonio Road (the boundary line between Zones A-2 and A-9),
x The median improvements between Avenida Rio Del Oro and a point approximately 750 feet west of Village Center Drive are shared with Zone A-7; x The median improvements from approximately 750 feet west of Village Center Drive to San Antonio Road are shared with Zone A-5;
¾ Village Center Drive from Yorba Linda Boulevard, south and west to Fairmont Boulevard; ¾ Paseo De Las Palomas from Fairmont Boulevard, east and north to Yorba Linda Boulevard; ¾ Fairmont Boulevard from Paseo De Las Palomas, south to Esperanza Road, (These median improvements are shared with Zone A-4).
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones
For fiscal year 2022/2023, the District includes thirty-three (33) designated Local Landscaping Zones including L-1 (A, through E), L-2 (A through V), L-3, L-4 (A and B), and L-5 (A, B and C).
The boundaries of each Local Landscaping Zone are established on the basis of the location, extent and types of improvements or similarities in the types of improvements being maintained through the District assessments as well as the particular and distinct benefits the various developments and properties derive from those improvements based on proximity to those specific improvements and the nexus between the development of the properties that required or facilitated the installation of those improvements. While most local landscaping improvements are specifically associated with specific developments or development areas, some improvements (most typically greenbelts and/or trails) may be located between two or more Zones and/or extend from one Zone to the next and those improvements may reasonably be considered shared improvements. In such cases, the special benefits and cost of providing such improvements are proportionately shared by parcels in each Zone. The following is a brief description and summary of the landscaped areas associated within each Local Landscaping Zone. A visual depiction of the location and extent of the landscape improvement areas and Zone boundaries are provided in "Part V- Assessment Diagrams" of this Report. In connection with these landscaped areas, the maintenance of the improvements within each Zone may also include various appurtenances such as entry monuments, fencing, retaining walls, ornamental lighting, signage, and related irrigation, drainage, and electrical equipment.
Local Landscaping Zone L-1A
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 1,665,390 square feet of designated landscape improvement area that incorporates an estimated 1,940 square feet of irrigated median landscaping and 740 square feet non-irrigated/hardscape median area; 1,346,870 square feet of sloped/mostly-sloped landscaped area including 1,332,620 square feet of irrigated landscaping and 14,250 square feet of non-irrigated area; and 315,840 square feet of flat/moderately-sloped landscaped area including 265,450 square feet of irrigated landscaped area and 50,390 square feet of trails.
Local Landscaping Zone L-1B
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 1,182,740 square feet of designated landscape improvement area that incorporates an estimated 1,310 square feet of irrigated median landscaping; 1,145,870 square feet of irrigated sloped/mostly-sloped landscaped area; and 35,560 square feet of irrigated flat/moderately-sloped landscaped area.
Local Landscaping Zone L-1C
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 849,680 square feet of designated landscape improvement area that incorporates an estimated 640,480 square feet of sloped/mostly-sloped landscaped area including 623,600 square feet of irrigated landscaping of which more than half is being maintained at a reduced service level, and 16,880 square feet of non-irrigated area which is also being maintained at a reduced service level; and 209,200 square feet of flat/moderately-sloped landscaped area including 41,490 square feet of irrigated landscaping, 107,210 square feet of non-irrigated landscaped area being maintained at a reduced service level, and 60,500 square feet of trails.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-1D
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 85,670 square feet of designated landscape improvement area that incorporates an estimated 75,060 square feet of sloped/mostly-sloped landscaped area of which 74,070 square feet is irrigated and 990 square feet is non-irrigated; and 10,610 square feet of flat/moderately-sloped landscaped area of which 9,490 square feet is irrigated landscaping and 1,120 square feet is trails.
Local Landscaping Zone L-1E
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 62,880 square feet of designated landscape improvement area that incorporates an estimated 6,120 square feet of irrigated sloped/mostly-sloped landscaped area; and 56,760 square feet of irrigated flat/moderately-sloped landscaped area.
Local Landscaping Zone L-2A
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 636,170 square feet of designated landscape improvement area that incorporates an estimated 577,550 square feet of sloped/mostly-sloped landscaped area including 558,650 square feet of irrigated landscaping and 18,900 square feet of non-irrigated area; and 58,620 square feet of irrigated flat/moderatelysloped landscaped area.
Local Landscaping Zone L-2B
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 649,870 square feet of designated landscape improvement area that incorporates an estimated 10,330 square feet of irrigated median landscaping; 493,730 square feet of irrigated sloped/mostly-sloped landscaped area; and 145,810 square feet of flat/moderately-sloped landscaped area that includes 47,350 square feet of irrigated landscaping and 98,460 square feet of trails.
Local Landscaping Zone L-2C
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 2,508,330 square feet of designated landscape improvement area that incorporates an estimated 163,950 square feet of irrigated median landscaping and 940 square feet non-irrigated/hardscape median area; 1,233,250 square feet of irrigated sloped/mostly-sloped landscaped area; and 1,110,190 square feet of flat/moderately-sloped landscaped area that includes 893,920 square feet of irrigated landscaping and 216,270 square feet of trails.
A portion of the landscaped area along the western boundary of Zone L-2C (that portion west of the concrete pathway) is reasonably considered a shared improvement area with the adjacent residential properties. A portion of this area is a drainage easement, and a portion is part of the adjacent residential development tract map but was landscaped as part of the East Lake development (Zone L-2C). The adjacent residential tract is not part of a Local Landscaping Zone and the cost to maintain this area will be funded equally by Zone L-2C assessments and the City.
For purpose of calculating the proportional special benefits, the square footages presented above includes this Zone’s proportional allocation of the square footage in this area. In total, this Zone’s proportional share of the improvement area is approximately 32,000 square feet of improvement
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
area that includes an estimated 7,210 square feet of irrigated sloped/mostly-sloped area; 24,610 square feet of irrigated flat/moderately-sloped landscaped area; and 180 square feet of pathway and/or trails.
Local Landscaping Zone L-2D
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 844,720 square feet of designated landscape improvement area that incorporates an estimated 1,680 square feet of irrigated median landscaping; 771,580 square feet of irrigated sloped/mostly-sloped landscaped area; and 71,460 square feet of flat/moderately-sloped landscaped area including 44,840 square feet of irrigated landscaping and 26,620 square feet trails.
Local Landscaping Zone L-2E
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 210,970 square feet of designated landscape improvement area that incorporates an estimated 124,020 square feet of sloped/mostly-sloped landscaped area of which 107,110 square feet is irrigated and 16,910 square feet is non-irrigated area; and 86,950 square feet of flat/moderately-sloped landscaped area that includes 37,200 square feet of irrigated landscaping and 49,750 square feet of trails.
Portions of the designated landscaping improvement areas associated with this Zone are shared with properties in Zones L-2F and L-2U (specifically the parkway side-panel improvements on Village Center Drive) and the square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of those shared improvement areas based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-2F
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 80,350 square feet of designated landscape improvement area that incorporates an estimated 30,700 square feet of sloped/mostly-sloped landscaped area of which 30,070 square feet is irrigated and 630 square feet is non-irrigated area; and 49,650 square feet of flat/moderately-sloped landscaped area of which 16,930 square feet is irrigated and 32,720 square feet is non-irrigated (1,580 square feet of natural vegetation or minimal-landscaped areas and 31,140 square feet of trails).
Portions of the designated landscaping improvement areas associated with this Zone are shared with properties in Zones L-2E and L-2U (specifically the parkway side-panel improvements on Village Center Drive); with properties in Zone L-2U (specifically the parkway side-panel entryway improvements on Manzanita Avenue); and with properties in Zones L-2S, L-2T and L-2U (specifically the connecting trail area within and adjacent to these Zones). The square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of these shared improvement areas based on the proportional equivalent benefit units in each Zone.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2G
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 454,570 square feet of designated landscape improvement area that incorporates an estimated 1,330 square feet of irrigated median landscaping; 297,440 square feet of irrigated sloped/mostly-sloped landscaped area; and 155,800 square feet of flat/moderately-sloped landscaped area that includes 55,380 square feet of irrigated landscaping and 100,420 square feet of non-irrigated improvement area (1,450 square feet of natural vegetation or minimal-landscaped areas and 98,970 square feet of trails).
Local Landscaping Zone L-2H
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 375,010 square feet of designated landscape improvement area that incorporates an estimated 263,790 square feet of irrigated sloped/mostly-sloped landscaped area; and 111,220 square feet of flat/moderatelysloped landscaped area that includes 23,610 square feet of irrigated landscaping and 87,610 square feet of trails.
A portion of the designated landscape improvement areas associated with this Zone includes the trail along the eastern border of the Zone. This trail area (approximately 41,670 square feet) is shared by properties in the adjacent Zone (L-2J). The square footages presented above represents this Zone’s proportional special benefit allocation of the square footage of that shared improvement area based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-2I
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 437,910 square feet of designated landscape improvement area that incorporates an estimated 3,810 square feet of irrigated median landscaping; 180,030 square feet of irrigated sloped/mostly-sloped landscaped area; and 254,070 square feet of flat/moderately-sloped landscaped area of which 115,750 square feet is irrigated and 138,320 square feet is trails.
A portion of the landscaped area for this Zone includes the interconnecting trails and greenbelts that extend across Zones L-2I, L-2O and L-2P. The overall improvement area associated with this greenbelt/trail (approximately 196,440 square feet) is proportionately shared by the properties in these Zones and the square footage presented above includes this Zone’s proportional special benefit allocation of the square footage of that shared improvement area based on the proportional equivalent benefit units in each Zone.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2J
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 194,410 square feet of designated landscape improvement area that incorporates an estimated 69,550 square feet of irrigated sloped/mostly-sloped landscaped area; and 124,860 square feet of flat/moderatelysloped landscaped area that includes 37,820 square feet of irrigated landscaping and 87,040 square feet of non-irrigated area (54,080 square feet of natural vegetation or tree maintenance only areas and 32,960 square feet of trails). In the tree maintenance only areas within the Zone, the District maintains just the trees but the landscaping in these designated areas is not maintained by the District.
A portion of the designated landscape improvement areas associated with this Zone includes the trail along the western border of the Zone. This trail area (approximately 41,670 square feet) is shared by properties in the adjacent Zone (L-2H). In addition, the landscape improvements (approximately 1,125 square feet) located on the south side of Via Del Parque just east of Dominguez Ranch Road is proportionately shared by properties in L-2P and L-2J. Although this improvement area is within the boundaries of L-2J and adjacent to L-2J properties, these improvements were originally installed as part of the development of properties within L-2P and are therefore treated as a shared special benefit. The square footages presented above represents this Zone’s proportional special benefit allocation of the square footage of the shared improvement areas.
Local Landscaping Zone L-2K
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 612,000 square feet of designated landscape improvement area that incorporates an estimated 2,040 square feet of irrigated median landscaping area; 256,960 square feet of irrigated sloped/mostly-sloped landscaped area; 353,000 square feet of flat/moderately-sloped landscaped area that includes 85,940 square feet of irrigated landscaping and 267,060 square feet of non-irrigated improvements (254,200 square feet of natural vegetation or minimal-landscaped areas and 12,860 square feet is trails.
The maintenance, servicing, and operation of the above designated square feet of landscape improvement area, which is depicted on the improvement map contained in “Part V- Assessment Diagrams” of this Report, includes approximately 280,200 square feet of reduced service level area. Although the reduced service level area may be irrigated, the servicing of these improvements or any other such areas within the Zone may be performed only as needed or deemed necessary by the City.
Local Landscaping Zone L-2L
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 180,340 square feet of irrigated sloped/mostly-sloped landscaped area.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2M
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 37,690 square feet of designated landscape improvement area that incorporates an estimated 25,120 square feet of irrigated sloped/mostly-sloped landscaped area; and 12,570 square feet of flat/moderately-sloped landscaped area that includes 11,840 square feet of irrigated landscaping and 730 square feet of trails.
Local Landscaping Zone L-2N
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 51,860 square feet of designated landscape improvement area that incorporates an estimated 26,040 square feet of irrigated sloped/mostly-sloped landscaped area; and 25,820 square feet of flat/moderately-sloped landscaped area that includes 17,380 square feet of non-irrigated landscaping and 8,440 square feet of trails.
Portions of the designated landscaping improvement areas associated with this Zone are shared with properties in Zone L-2V (specifically a portion of the irrigated parkway side-panel improvements and trail on Esperanza Road at the east end of Zone L-2N and the west end of L2V) and the square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of those shared improvement areas based on the proportional equivalent benefit units in each Zone. The maintenance, servicing, and operation of the above designated square feet of landscape improvement area, which is depicted on the improvement map contained in “Part V- Assessment Diagrams” of this Report, includes approximately 17,370 square feet of reduced service level area. Although the reduced service level area may be irrigated or shared in part with another Zone, the servicing of these improvements or any other such areas within the Zone may be performed only as needed or deemed necessary by the City.
Local Landscaping Zone L-2O
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 47,900 square feet of designated landscape improvement area that incorporates an estimated 13,370 square feet of irrigated sloped/mostly-sloped landscaped area; and 34,530 square feet of flat/moderately-sloped landscaped area of which 19,090 square feet is irrigated and 15,440 square feet is trails. All of the landscaped area for this Zone is associated with the interconnecting trails and greenbelts that extend across Zones L-2I, L-2O and L-2P. The overall improvement area associated with this greenbelt/trail (approximately 196,440 square feet) is proportionately shared by the properties in these Zones and the square footage presented above includes this Zone’s proportional special benefit allocation of the square footage of that shared improvement area based on the proportional equivalent benefit units in each Zone.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2P
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 249,400 square feet of designated landscape improvement area that incorporates an estimated 197,160 square feet of irrigated sloped/mostly-sloped landscaped area; and 52,240 square feet of flat/moderately-sloped landscaped area including 46,070 square feet of irrigated landscaping and 6,170 square feet of trails.
A portion of the landscaped area for this Zone includes the interconnecting trails and greenbelts that extend across Zones L-2I, L-2O and L-2P. The overall improvement area associated with this greenbelt/trail (approximately 196,440 square feet) is proportionately shared by the properties in these Zones and the square footage presented above includes this Zone’s proportional special benefit allocation of the square footage of that shared improvement area based on the proportional equivalent benefit units in each Zone. In addition, the landscape improvements (approximately 1,125 square feet) located on the south side of Via Del Parque just east of Dominguez Ranch Road is proportionately shared by properties in L-2P and L-2J. Although this improvement area is within the boundaries of L-2J and adjacent to L-2J properties, these improvements were originally installed as part of the development of properties within L-2P and are therefore treated as a shared special benefit.
Local Landscaping Zone L-2Q
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 97,350 square feet of designated landscape improvement area that incorporates an estimated 36,250 square feet of irrigated sloped/mostly-sloped landscaped area; and 61,100 square feet of flat/moderately-sloped landscaped area that includes 32,790 square feet of irrigated landscaping and 28,310 square feet of trails.
Local Landscaping Zone L-2R
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 96,290 square feet of designated landscape improvement area that incorporates an estimated 2,590 square feet of irrigated median landscaping; 17,450 square feet of irrigated sloped/mostly-sloped landscaped area; and 76,250 square feet of irrigated flat/moderately-sloped landscaped area.
Local Landscaping Zone L-2S
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 50,480 square feet of designated landscape improvement area that incorporates an estimated 10,290 square feet of sloped/mostly-sloped landscaped area of which 9,330 square feet is irrigated and 960 square feet is non-irrigated area; and 40,190 square feet of flat/moderately-sloped landscaped area that includes 8,370 square feet of irrigated landscaping and 31,820 square feet of non-irrigated areas (2,410 square feet of natural vegetation or minimal-landscaped areas and 29,410 square feet of trails).
Portions of the designated landscaping improvement areas associated with this Zone (approximately 18,550 square feet) is shared with properties Zones L-2F, L-2T, and L-2U (specifically the connecting trail area within and adjacent to these Zones). The square footages presented above represents this Zone’s proportional special benefit allocation of the total square
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
footage of these shared improvement areas based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-2T
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 238,510 square feet of designated landscape improvement area that incorporates an estimated 115,520 square feet of sloped/mostly-sloped landscaped area of which 111,890 square feet is irrigated and 3,630 square feet is non-irrigated area; and 122,990 square feet of flat/moderately-sloped landscaped area that includes 57,150 square feet of irrigated landscaping and 65,840 square feet of non-irrigated areas (3,500 square feet of natural vegetation or minimal-landscaped areas and 62,340 square feet of trails).
Portions of the designated landscaping improvement areas associated with this Zone (approximately 18,550 square feet) is shared with properties Zones L-2F, L-2S, and L-2U (specifically the connecting trail area within and adjacent to these Zones). The square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of these shared improvement areas based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-2U
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 76,210 square feet of designated landscape improvement area that incorporates an estimated 35,560 square feet of sloped/mostly-sloped landscaped area of which 34,960 square feet is irrigated and 600 square feet is non-irrigated area; and 40,650 square feet of flat/moderately-sloped landscaped area that includes 15,130 square feet of irrigated landscaping and 25,520 square feet of non-irrigated area (14,270 square feet of natural vegetation or minimal-landscaped areas and 11,250 square feet of trails).
Portions of the designated landscaping improvement areas associated with this Zone (approximately 18,550 square feet) is shared with properties in Zones L-2E and L-2F (specifically the parkway side-panel improvements on Village Center Drive); with properties in Zone L-2F (specifically the parkway side-panel entryway improvements on Manzanita Avenue); and with properties in Zones L-2F, L-2S, and L-2T (specifically the connecting trail area within and adjacent to these Zones). The square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of these shared improvement areas based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-2V
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 412,530 square feet of designated landscape improvement area that incorporates an estimated 19,430 square feet of irrigated median landscaping; 152,310 square feet of irrigated sloped/mostly-sloped landscaped area; and 240,790 square feet of flat/moderately-sloped landscaped area of which 118,370 square feet is irrigated and 122,420 square feet is non-irrigated (60,600 square feet of natural vegetation or minimal-landscaped areas and 61,820 square feet of trails).
A small portion of the designated landscaping improvement areas associated with this Zone is shared with properties in Zone L-2N (specifically a portion of the irrigated parkway side-panel
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
improvements on Esperanza Road at the east end of Zone L-2N and the west end of L-2V) and the square footages presented above represents this Zone’s proportional special benefit allocation of the total square footage of that shared improvement area based on the proportional equivalent benefit units in each Zone.
Local Landscaping Zone L-3
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 34,860 square feet of designated landscape improvement area that incorporates an estimated 27,270 square feet of irrigated median landscaping and 2,650 square feet of non-irrigated/hardscape median area; and 4,940 square feet of flat/moderately-sloped landscaped area of which 2,760 square feet is irrigated landscaping and 2,180 square feet is trails.
Local Landscaping Zone L-4A
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 272,990 square feet of designated landscape improvement area that incorporates an estimated 17,120 square feet of irrigated median landscaping; 75,550 square feet of sloped/mostly-sloped landscaped area of which 48,750 square feet is irrigated and 26,800 square feet is non-irrigated area; and 180,320 square feet of flat/moderately-sloped landscaped area of which 118,040 square feet is irrigated and 62,280 square feet is non-irrigated (37,110 square feet of natural vegetation or minimallandscaped area and 25,170 square feet of trails).
Local Landscaping Zone L-4B
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 115,470 square feet of designated landscape improvement area that incorporates an estimated 58,010 square feet of sloped/mostly-sloped landscaped area of which 5,800 square feet is irrigated and 52,210 square feet is non-irrigated area; and 57,460 square feet of flat/moderately-sloped landscaped area that includes 26,500 square feet of irrigated landscaping and 30,960 square feet of trails.
Local Landscaping Zone L-5A
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 1,941,160 square feet of designated landscape improvement area that incorporates an estimated 26,230 square feet of irrigated median landscaping and 9,560 square feet non-irrigated/hardscape median area; 479,300 square feet of sloped/mostly-sloped landscaped area of which 353,320 square feet is irrigated and 125,980 square feet is non-irrigated area; and 1,426,070 square feet of flat/moderately-sloped landscaped area of which 351,590 square feet is irrigated and 1,074,480 square feet of non-irrigated areas (759,270 square feet of natural vegetation or minimallandscaped areas and 315,210 square feet of trails).
A portion of the landscaped area along the southern boundary of the Zone is identified as a landscape mitigation area and is proportionately shared by Zone L-5A and the General Fund. This area extends east from Prospect Avenue along the north side of Wabash Avenue to 3rd Street, then south along the east side of 3rd Street to Chicago Avenue, then east along the north side of Chicago Avenue over to Valley View Avenue, then south along the west side of Valley View Avenue to Walnut Street. These landscape mitigation improvements were installed in connection with the development of properties within L-5A and the residential developments south of these
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
improvements are not part of a Local Landscaping Zone. The cost to maintain these landscape mitigation improvements will be funded equally by Zone L-5A assessments and the City. For purpose of calculating the proportional special benefits, the square footages presented above includes this Zone’s proportional allocation of the square footage in this area. In total, this mitigation area is approximately 186,600 square feet of which 93,300 square feet is allocated to Zone L-5A and included in the square footage numbers above.
The maintenance, servicing, and operation of the above 1,974,260 square feet of landscape improvement area, which is depicted on the improvement map contained in “Part V- Assessment Diagrams” of this Report, includes approximately 860,085 square feet of reduced service level or fuel modification areas, which are serviced only as needed or deemed necessary by the City, ranging from approximately 1 to 4 times per year.
Local Landscaping Zone L-5B
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 1,398,760 406 square feet of designated landscape improvement area that incorporates an estimated 948,410 square feet of sloped/mostly-sloped landscaped area of which 946,340 square feet is irrigated and 2,070 square feet is non-irrigated area; and 450,350 square feet of flat/moderately-sloped landscaped area of which 163,750 square feet is irrigated and 286,600 square feet of non-irrigated areas (3,930 square feet of natural vegetation or minimal-landscaped areas and 282,670 square feet of trails).
Local Landscaping Zone L-5C
The properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance, servicing, and operation of approximately 522,080 square feet of designated landscape improvement area that incorporates an estimated 198,450 square feet of irrigated sloped/mostly-sloped landscaped area; and 323,630 square feet of flat/moderatelysloped landscaped area of which 34,000 square feet is irrigated landscaping and 289,630 square feet is trails.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part II - Method of Apportionment
Legislative Authority and Provisions
1972 Act
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements, including the acquisition, construction, installation and servicing of landscape improvements and related facilities. The 1972 Act requires that the cost of these improvements be levied according to benefit rather than assessed value:
Section 22573 defines the net amount to be assessed as follows:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.”
Section 22574 provides for zones as follows:
“The diagram and assessment may classify various areas within an assessment district into different zones where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of benefit from the improvements.
A zone shall consist of all territory which will receive substantially the same degree of benefit from the improvements.”
The formulas used for calculating assessments and the designation of zones herein reflect the composition of parcels within the District and the improvements and activities to be provided, and have been designed to fairly apportion the cost of providing those improvements based on a determination of the proportional special benefits to each parcel, consistent with the requirements of the 1972 Act and the provisions of Proposition 218 and Article XIII D of the California Constitution.
California Constitution
The costs of the proposed improvements for fiscal year 2022/2023 have been identified and allocated to properties within the District based on special benefit. The improvements provided by this District and for which properties are assessed are local public landscape improvements and related amenities that were installed in connection with the development of the properties or would otherwise be required for the development of properties within each respective Zone of the District. The assessments and method of apportionment is based on the premise that these improvements would otherwise not have been required without the development of those parcels within the District.
Article XIII D Section 2d defines District as follows:
“District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property-related service”; Article XIII D Section 2i defines Special Benefit as follows:
“Special benefit” means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large. General enhancement of property value does not constitute “special benefit.”
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Article XIII D Section 4a defines proportional special benefit assessments as follows:
“An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel.” Benefit Analysis
Special Benefits
The ongoing maintenance of landscaped areas within the District provide aesthetic benefits to the properties within each respective Zone and a more pleasant environment to walk, drive, live, and work. The primary function of the landscape improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding properties and developments for which the improvements were constructed and installed and/or were facilitated by the development or potential development of properties within the Zones. These improvements are an integral part of the physical environment associated with the parcels in each Zone and while some of these improvements may in part be visible to properties outside the Zone, collectively if these Zone improvements are not properly maintained, it is the parcels within the Zone that would be aesthetically burdened. Additionally, the street landscaping in these Zones serves as both a physical buffer as well as a sound reduction buffer between the roadways and the properties in the District and also serves as a pleasant aesthetic amenity that enhances the approach to the parcels. Likewise, in many of the Zones, the landscaped areas include green space areas (slopes, greenbelts, and trails) that provide a physical buffer and open space between properties and these areas serve as an extension of the physical attributes of the parcels assessed, such as their front or rear yards. These green space areas may also provide a greater opportunity for recreation. As a result, the maintenance of these landscaped improvements provides particular and distinct benefits to the properties and developments within each Zone.
Likewise, street lighting in the District is primarily useful for illuminating the streets that provide access to the properties in the District as well as the sidewalks and parking lanes associated with those properties. While it is recognized that both street lights and traffic signals serve in part to enhance traffic safety, installation and construction of these improvements were clearly required by the development of properties within the district and these improvements provide three main special benefits to those properties: (i) property security benefit, (ii) pedestrian safety benefit, and (iii) parkway/roadway egress benefit. Furthermore, because traffic circulation in the City is largely the result of local traffic to and from these properties by the property owners and guests, it is reasonable to assume that these properties derive a particular and distinct benefit from the street lights and traffic signals that support the safe access to the properties and essentially all pedestrians and parking vehicles in the lit areas will, after dark, be directly associated with the assessed properties. As a result, the maintenance of these lighting improvements is a particular and distinct benefit to the properties and developments within each Zone.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
General Benefit
General Benefit Within Landscaping Zones
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed, it is evident these improvements were primarily installed in connection with the development of properties in each respective Zone or are improvements that would otherwise be shared by and required for development of properties in those Zones. It is also evident that the maintenance these improvements and the level of maintenance provided has a direct and particular impact (special benefit) on those properties in proximity to those improvements. Furthermore, this level of maintenance is beyond that which is required to ensure the safety and protection of the general public and property in general, and such maintenance has no quantifiable benefit to the public at large or properties outside each respective Zone.
In the absence of a special funding Zone, the City would typically provide only limited tree management, minimal weed abatement, and as-needed rodent control and erosion control services for the various landscape easement areas. This baseline level of service would typically provide for periodic servicing of the improvement areas (generally twice annually) or on an asneeded basis. This baseline level of service provides for general public safety and essential property protection to avoid negative impacts on adjacent roadways and vehicles traveling on those roadways and potential property damage resulting from slope failures but results in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance currently provided in the various District Zones.
Based on service provider cost estimates provided to the City, the cost to provide the baseline level of service for flat/moderately-sloped landscaped areas is currently estimated to be approximately $986 per acre ($0.022629 per square foot) including medians, parkway side panels, greenbelts, trails and/or areas identified natural vegetation or minimal/modified/fallowlandscaped areas; and approximately $1,407 per acre ($0.032299 per square foot) for slope landscaping. These baseline level of service rates are approximately 3.83% greater than the rates applied in the previous fiscal year.
This baseline servicing, unlike the enhanced aesthetic services funded through the District assessments, would provide benefits to the general public and to the properties both within and outside of the specific benefit zones. These costs of providing this baseline service along with a five percent (5%) cost factor for City overhead and administration is treated as the cost of general benefits from landscape maintenance services. Therefore, for flat/moderately-sloped landscaped areas a rate of $0.023760 per square foot ($0.022629 +5%) is applied to calculate the general benefit costs for the assessed improvements and for sloped landscaped areas a rate of $0.033914 per square foot ($0.032299 +5%) is applied to calculate the general benefit costs for the assessed improvements.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Utilizing the per square foot costs outlined above and the square footages of the improvement areas in each Zone, the following table summarizes the current estimated general benefit costs calculated for each District Landscape Zone (both local and arterial zones):
Fiscal Year 2022/2023 Estimated General Benefit Landscaping Costs (1) As with most landscape maintenance costs, the General Benefit Costs shown above will be impacted by inflation and in subsequent fiscal years the General Benefit Cost contributions will be adjusted for inflation.
Other Landscaping General Benefits
In addition to the general benefit identified above, it is recognized that there are indirect or incidental general benefits to properties within the District as well as the general public that are associated with regular landscape maintenance services, including:
¾ Minimization of dust and debris; and
¾ Decreased potential water runoff from both properties and the landscaped areas.
Although these types of benefits might best be characterized as indirect consequences of the special benefit of the landscape maintenance provided to parcels served by the District, for the General
Benefit Cost
(1) General
Benefit Cost
(1)
Local Zone L-1A $53,228 Local Zone L-1B $39,737
Local Zone L-1C $26,692 Local Zone L-1D $2,798
Local Zone L-1E $1,556 Local Zone L-2A $20,980
Local Zone L-2B $20,454 Local Zone L-2C $72,098
Local Zone L-2D $27,905 Local Zone L-2E $6,272
Local Zone L-2F $2,221 Local Zone L-2G $13,821
Local Zone L-2H $11,589 Local Zone L-2I $12,233
Local Zone L-2J $5,325 Local Zone L-2K $17,150
Local Zone L-2L $6,116 Local Zone L-2M $1,151
Local Zone L-2N $1,497 Local Zone L-2O $1,274
Local Zone L-2P $7,928 Local Zone L-2Q $2,681
Local Zone L-2R $2,465 Local Zone L-2S $1,304
Local Zone L-2T $6,840 Local Zone L-2U $2,172
Local Zone L-2V $11,348 Local Zone L-3 $765
Local Zone L-4A $7,253 Local Zone L-4B $3,333
Local Zone L-5A $50,762 Local Zone L-5B $42,865
Local Zone L-5C $14,420 Arterial Zone A-1 $3,028
Arterial Zone A-2 $8,390 Arterial Zone A-3 $7,973
Arterial Zone A-4 $17,059 Arterial Zone A-5 $19,989
Arterial Zone A-6 $14,819 Arterial Zone A-7 $31,332
Arterial Zone A-8 $11,229 Arterial Zone A-9 $21,527
Landscape Zone Landscape Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
purposes of this Report, these types of benefits are assumed to be general benefits, albeit general benefits that are extremely difficult to quantify. It is estimated that the costs associated with these indirect benefits do not exceed one percent of the annual maintenance expenditures for Local Landscaping Zone improvements. With respect to arterial landscaping improvements, it is recognized that these improvements are not as localized and these indirect or incidental general benefits may extend to properties that are in proximity to those improvements but are outside of the City and District boundaries, such as the unincorporated areas within the City (county islands) and development areas immediately adjacent to the City located primarily on its southern and western borders. Collectively, these areas of development represent an area that is less than ten percent (10%) of the area (square miles) within the City of Yorba Linda. Therefore, the costs associated with these indirect or incidental general benefits have been calculated based on 1.0% of the estimated “Total Annual Maintenance Expenditures” budgeted for each Local Landscaping Zone and 1.1% of the estimated “Total Annual Maintenance Expenditures” budgeted for each Arterial Landscaping Zone. Together with the baseline general benefit costs previously identified, these indirect/incidental general benefit costs are excluded from the potential assessment funding and together are shown in the budgets for each Zone (“Part III - Estimate of Costs” of this Report) as the “General Benefit Expenses (City Funded)”.
General Benefit Within Lighting Zones
In reviewing the location and extent of the specific lighting improvements (local street lighting, arterial street lighting and traffic signals) to be funded by District assessments and the proximity and relationship to properties to be assessed, like the landscaping improvements, it is evident that these improvements were primarily installed in connection with the development of properties to be assessed, or are improvements that would otherwise be shared by and required for the development of properties to be assessed. It is also evident that the maintenance and servicing of these improvements has a direct and particular impact (special benefit) on those properties in proximity to those improvements and such improvements and maintenance beyond that which is required for traffic circulation to ensure the safety and protection of the general public and property in general, has no measurable benefit to the public at large or properties outside each respective Zone.
Local Street Lighting
The Local Street Lighting Zone is comprised of properties that receive a particular and direct benefit from local street lights to be provided and maintained by the City through the District that were installed as part of the overall development or planned development of the properties to be assessed and the street lights would otherwise not be necessary or required without the development of those properties. Likewise, only those properties and developments that are adjacent to or in close proximity to District local street lights and benefit directly from those lights are included in the Zone. Developments that maintain and fund local street lighting within the development and/or its perimeter street lighting through an association or other revenue sources are not included in the Local Street Lighting Zone. In fact, more than 20% of the City parcels are not currently part of the Local Street Lighting Zone. Because these improvements are directly associated with the development of the properties within the Zone and clearly provide a special benefit to these properties that is not shared by all properties in the District, it is certainly reasonable to conclude that the maintenance and operation of these improvements is largely if not entirely a special benefit to those properties assessed. However, based on a review of the City’s development and street lighting standards it is estimated that not more than thirty-five percent (35%) of the local street lights associated with the parcels and developments in the Local Street Lighting Zone are located on the perimeter of the developments and/or the collector streets that are shared by those properties and developments. It is reasonable to conclude that these
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
particular street lights not only provide a special benefit to properties in the Zone but may also enhance general nighttime traffic safety and circulation for other properties and the general public.
While these street lights were clearly the direct result of the adjacent or nearby property development, it is estimated based on general traffic circulation data for residential and collector streets, that less than half (50%) of these particular street lights and associated costs would be necessary in less concentrated development areas. Therefore, it has been determined that the general benefit related to the operation and maintenance of these particular street lights is no more than eighteen percent (18%) of the local streetlight operating costs (half of the approximate 35% associated with the perimeter and collector lights). However, to ensure that no parcel is assessed for more than its proportional special benefit for local street lighting, for fiscal year 2022/2023 the City will contribute for general benefit an amount equal to twenty percent (20%) of the combined estimated “Total Annual Maintenance Expenditures” and “Annual Administration Expenses” budgeted for local street lighting.
Arterial Street Lighting
In regard to street lighting on the arterial streets (Arterial Street Lighting Zone), similar to the local street lights located on the collector streets and development perimeters, arterial street lights clearly provide a measure of general benefit to the public and to properties in general resulting from nighttime traffic safety and circulation on these primary streets. The American National Standard Practice for Roadway Lighting and various related traffic and street lighting studies suggest that over seventy-five percent (75%) of the street lights installed on primary streets in urban areas are directly the result of property development (both residential and non-residential development). In turn, these developments increase traffic circulation and ultimately dictate the type of lighting, spacing and number of lights required and without such development, both the need and quantity of those lights would be dramatically reduced. Therefore, based on these estimates, it is reasonable to conclude that no more than twenty-five percent (25%) of the arterial street lights and associated costs to service and maintain those street lights would be considered a general benefit. However, to ensure that no parcel is assessed for more than its proportional special benefit for arterial street lighting, for fiscal year 2022/2023, the City will contribute for general benefit an amount equal to thirty percent (30%) of the combined estimated “Total Annual Maintenance Expenditures” and “Annual Administration Expenses” budgeted for arterial street lighting.
Traffic Signal Lighting
Similar to arterial street lights, traffic signals are located throughout the City on streets and at intersections that provide direct access to each property in the District. However, similar to local lighting improvements within the District, the number and extent of these traffic signals varies in different areas of the City and therefore three Traffic Signal Zones have been established to identify and quantify the proportional special benefit to properties in different parts of the City. Like street lights (both arterial and local), it is certainly reasonable to recognize the general benefit to the public and properties in general associated with nighttime traffic safety and circulation associated with traffic signals. However, as clearly reflected by the need to establish different zones of benefit for these traffic signals, the number of traffic signals, the location of those signals and even the type of signalization is clearly the result of property development and the concentration of that development and thus the special benefit nexus to the properties within each Traffic Signal Zone. However, while these improvements are clearly required by development within the City and respective Zones, traffic signals are inherently installed in part to control traffic, not only traffic directly associated with surrounding properties (special benefit) but also general City traffic that is associated with the general public and properties outside each respective Traffic
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Signal Zone (general benefit). General traffic circulation within the City suggests that location and extent of such improvement is directly correlated to property development and such development increase traffic circulation and ultimately the spacing and number of traffic signals required to ensure proper traffic circulation to and from those properties and the overall need for such public improvements is dramatically reduced in areas with less property development. However, to ensure that no parcel is assessed for more than its proportional special benefit for traffic signal improvements, for fiscal year 2022/2023 the City will contribute for general benefit an amount equal to fifty percent (50%) of the combined estimated “Total Annual Maintenance Expenditures” and “Annual Administration Expenses” budgeted within each Traffic Signal Zone.
Assessment Methodology
To assess benefits equitably, it is necessary to calculate each property’s relative share of the special benefits conferred by the funded improvements and service. The Equivalent Benefit Unit (EBU) method of assessment apportionment is utilized in this District and establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. The EBU method of apportioning special benefits is typically seen as the most appropriate and equitable assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of comparable property characteristics which may include, but is not limited to, land use and property size. The method of apportionment originally developed for this District was based on an assessment formula appropriate for the various land uses, identifiable property characteristics and improvements within the District and utilizes the number of comparative dwelling units or dwelling spaces for other residential land uses and comparative lot sizes (acreage) for non-residential and undeveloped properties.
For the purposes of this Engineer's Report, an EBU is the quantum of benefit derived from the various Zone improvements by a single-family residential parcel. The single-family residential parcel has been selected as the basic unit for calculation of assessments since it represents over 90% of the parcels in the District. Thus, the "benchmark" property (the single-family residential parcel) derives one EBU of benefit and is assigned 1.00 Equivalent Benefit Unit.
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 or City records. It has been determined that a parcel use and size are the appropriate factors necessary to identify and calculate the proportional special benefits conveyed to each property within the District for the cost of improvements associated with that property. For this District, each parcel is assigned one of the following land use classifications:
Residential Single-Family -- This classification may include, but is not limited to, all subdivided residential tract lots (with or without structures), condominiums, or other single-family residential units on a single parcel. As previously noted, the single-family residential parcel has been selected as the basic unit for calculation of assessments and each is assigned 1.00 EBU.
Residential Multi-Family and Mobile Home Parks -- This land use classification identifies properties that are used for residential purposes but contain more than a single residential unit on the parcel (parcels with more than one dwelling). Due in part to the development and population densities associated with these types of dwelling units (reduced unit size compared to the typical density and size of single-family units), Residential Multi-Family Parcels and Mobile Home Parks have been assigned a weighted proportional special benefit factor of 0.8 EBU per Unit and 0.5
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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EBU per space, respectively. Studies have consistently shown that the average apartment unit impacts infrastructure approximately 80% as much as a single-family residence and the average mobile home unit impacts infrastructure approximately 50%. (Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition, 1991; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition, 1991). Therefore, it is reasonable to conclude that the proportional special benefit these properties receive from the public improvements funded by the assessments has a similar proportionality.
Therefore, the EBUs assigned to a multi-residential or a mobile home parcel are calculated based on the number of dwelling units identified for that parcel, with each multi-residential parcel being assigned an EBU equal to 0.8 EBU multiplied by the number of dwelling units on the parcel and each mobile home park parcel being assigned an EBU equal to 0.5 EBU multiplied by the number of mobile home units or available spaces on the parcel.
Planned Residential Development – This land use is defined as a parcel and/or development (group of parcels) that are not fully subdivided, but based on an Approved Development Map, Final Tract Map or other Approved Development Plan, the specific number of residential singlefamily lots or units has been approved for development, and the improvements and services associated with the development and/or parcel have been accepted or will be accepted by the City for maintenance.
For balloting purposes to establish the property’s maximum assessment and proportional special benefit, these parcels shall be assigned an EBU that reflects the total EBU’s associated with that parcel at build-out (1.0 EBU per residential single-family lot/unit). However, for calculation of the annual assessments each fiscal year, the City and Assessment Engineer shall apply an EBU that reflects the property’s estimated proportional special benefit from exiting improvements and/or portion of the new improvements to be installed and accepted during the upcoming fiscal year. If the parcel is not expected to be subdivided and no new improvements are being accepted for maintenance in the upcoming fiscal year, the Assessment Engineer may assign such parcels a weighted proportional EBU comparable to that assigned to Vacant/Undeveloped parcels. If the parcel is anticipated to be partially or fully subdivided, and/or new improvements associated with the development of the property are anticipated to come online for maintenance during the fiscal year, the Assessment Engineer may assign to such parcels an EBU that reasonably reflects the parcel’s proportional special benefit from the improvements and services provided as compared to other properties in the Zone up to the maximum EBU for which the property was ballot.
Non-Residential Developed -- This classification includes developed properties that are identified or zoned for commercial, industrial, or other non-residential use including offices, hotels, recreational facilities (excluding parks and golf courses), and institutional facilities including, hospitals, churches or facilities utilized by other non-profit organizations, whether those facilities are publicly owned (non-taxable) or privately owned. Based on an overall evaluation of development in the City when the District was established, it was determined that the average single-family residential development yielded approximately three (3) dwelling units per acre of land. Thus, it was determined that the special benefit for these non-residential properties compared to a single-family residential parcel is proportional to 3.0 EBU multiplied by the acreage of the parcel. Therefore, the EBU assigned to each non-residential property is 3.0 EBU per acre (e.g., A 2.25-acre parcel identified as non-residential is assigned 6.75 EBU).
School (Public/Private) -- This classification includes those parcels that are identified specifically as school sites that include playground or recreational areas (both public and private). Based on an evaluation of the various school sites in the City, it is estimated that on average, 1/3rd (approximately 33.33%) of the total acreage for these parcels is actually developed with structures and parking facilities similar to non-residential developed parcels. The remaining parcel acreage
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
(approximately 66.67%) is generally associated with playground areas and/or sports fields similar to park facilities (e.g., Park Parcels). In recognition of the overall development and use of these properties it has been determined that parcels identified as Schools shall be assigned a proportional EBU that reflects the 1/3rd of the parcel’s acreage being developed non-residential acreage (33.33% of acreage x 3.0 EBU/acre) and 2/3rd of the parcel’s acreage being park acreage (66.67% of acreage x 0.75 EBU/acre). The average of these two calculations results in an EBU of 1.50 EBU per acre. (e.g., A 12.00-acre school parcel is assigned 18.00 EBU [12.0 acres x 1.50 EBU/acre]).
Park -- This classification includes properties that are identified as Parks which have been developed for public use and provide similar public amenities and improvements funded by the District assessments. Although it is recognized that the improvements provided within the various Zones of the District were primarily constructed and installed as the result of property development, it is also recognized that a majority of these improvements were constructed in part to support the overall development of properties within the District and/or Zone to their full and best use. Therefore, when the District was established, it was determined that parcels identified as Park Parcels shall be assigned a proportional EBU that is 25% of the developed non-residential property, or 0.75 EBU per acre, up to a maximum of 5 acres per parcel. (e.g., A 6.00-acre parcel identified as a vacant-rural parcel is assigned 3.75 EBU [5.0 acres x 0.75 EBU/acre]).
Golf Course -- This classification includes all parcels that are identified as all, or a portion of, a golf course. Such properties, like schools are somewhat unique in that the property use is a combination of developed non-residential and vacant/rural/park use. However, unlike schools, a more significant portion of the acreage for such development would be considered vacant/rural/park. In order to establish a proportional calculation of the special benefits for such properties from the District improvements as compared to other property uses, parcels identified as Golf Course Parcels shall be assigned a proportional EBU of 1.50 EBU per acre (similar to School Parcels), but recognizing that much of the acreage associated with these parcels is vacant/rural/park acreage, the maximum acreage applied in the special benefit calculation shall be limited to a maximum of 5 acres per parcel (APN). (e.g., A 10.00-acre parcel identified as a golf course parcel is assigned 7.50 EBU [5.0 acres x 1.50 EBU/acre]).
Vacant/Rural (Undeveloped) -- This classification includes properties that are identified as parcels with no development but have development potential. Although it is recognized that the improvements provided within the various Zones of the District were primarily constructed and installed as the result of property development, it is also recognized that the majority of these improvements were constructed in part to support the overall development of properties within the District and/or Zone to their full and best use, including vacant undeveloped properties.
Therefore, when the District was established, it was determined that parcels identified as Vacant/Undeveloped Parcels shall be assigned a proportional EBU that is 25% of the developed non-residential property, or 0.75 EBU per acre, up to a maximum of 5 acres per parcel. (e.g., A
6.00-acre parcel identified as a vacant-rural parcel is assigned 3.75 EBU [5.0 acres x 0.75 EBU/acre]).
However, within Local Landscaping Zones L-5A, L-5B and L-5C, a portion of the Zones are currently identified as vacant (undeveloped properties) that will be developed based on the overall development plans for the area. Therefore, in order to ensure a fair proportionality between the developed and undeveloped properties in these three Zones, the maximum of 5 acres per parcel for vacant-rural parcels is not applied in these Zones. (e.g., A 6.00-acre parcel identified as a vacant-rural parcel is assigned 4.50 EBU [6.0 acres x 0.75 EBU/acre]).
Special Case -- In many landscaping and lighting districts (particularly districts that have a wide range of land uses and property development) there may be one or more parcels that the standard
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
land use classifications and proportionality identified above do not accurately identify the use and special benefit received from the improvements. Properties that are typically classified as Special Case Parcels usually involve some type of development or land restrictions whether those restrictions are temporary or permanent and affect the properties proportional special benefit.
Examples of such restrictions may include situations where only a small percentage of the parcel’s total acreage can actually be developed. In such a case, the net usable acreage of the parcel rather than the gross acreage of the parcel may be applied to calculate the parcel’s proportional special benefit. Each such parcel shall be addressed on a case-by-case basis by the assessment engineer and the EBU assigned to such parcels shall be based on the specific issues related to that parcel and its proportional special benefit compared to other properties that receive special benefits from the improvements.
Exempt -- Exempt from District assessments are the areas of public streets, private streets, and other roadways, dedicated public easements and open spaces, rights-of-ways including public greenbelts and parkways or that portion of public property that is not developed and used for business purposes similar to private commercial, industrial, and institutional activities. (These types of properties are not usually assigned an Assessor’s Parcel Number by the County). Also exempt from assessments are utility rights-of-way, common areas (such as in condominium complexes), landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that cannot be independently developed. It has been determined that these types of properties receive no direct benefit from the improvements and receive no special benefit or general benefits from the continued operation and maintenance of those improvements.
A summary of the applied Equivalent Benefit Units (EBUs) for the various land use classifications within the District is shown in the following table:
(1) For calculation of Local Landscaping Zone Benefits in Zones L-5A, L-5B & L-5C, the 5.0 Acre Maximum does not apply to Vacant/Rural (Undeveloped) parcels.
Land Use Equivalent Benefit Unit Formula
Residential Single-Family 1.000 EBU per Unit/Lot
Residential Multi-Family 0.800 EBU per Unit
Mobile Home Park 0.500 EBU per Unit/Space
Non-Residential Developed 3.000 EBU per Acre
School (Public/Private) 1.500 EBU per Acre
Planned Residential Development 1.000 EBU per Unit/Lot
Park 0.750 EBU per Acre (Maximum of 5 Acres)
Golf Course 1.500 EBU per Acre (Maximum of 5 Acres)
(1) Vacant/Rural (Undeveloped) 0.750 EBU per Acre (Maximum of 5 Acres) Special Case Varied EBU per Adjusted Acreage or Units
Exempt 0.000 EBU per Acre
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Equivalent Benefit Unit Summary
The following is a summary of the Equivalent Benefit Units applicable to the various land use classifications identified in each District Zone:
Local Landscaping Zones
Local Landscaping Zone L-1A
Local Landscaping Zone L-1B
Local Landscaping Zone L-1C
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,199 1,197 - 1,199.0000
School (Public/Private) 1 - 20.483 30.7245
Park 4 - 11.809 8.8568
Vacant/Rural (Undeveloped) 4 - 11.516 8.6370
Exempt 7 - 60.454 -
Totals 1,215 1,197 104.262 1,247.2183
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 622 622 - 622.0000
Vacant/Rural (Undeveloped) 3 - 8.474 6.3555
Exempt 11 - 33.049 -
Totals 636 622 41.523 628.3555
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 372 372 - 372.0000
Park 2 - 6.408 4.8060
Exempt 5 - 22.727 -
Totals 379 372 29.135 376.8060
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Local Landscaping Zone L-1D
Local Landscaping Zone L-1E
Local Landscaping Zone L-2A
Local Landscaping Zone L-2B
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 48 48 - 48.0000
Non-Residential Developed 1 - 1.098 3.2940
Park 1 - 1.514 1.1355
Exempt 1 - 1.957 -
Totals 51 48 4.569 52.4295
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 243 243 - 243.0000
Residential Multi-Family 1 400 - 320.0000
Exempt 12 - 10.708 -
Totals 256 643 10.708 563.0000
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 301 301 - 301.0000
Vacant/Rural (Undeveloped) 1 - 5.000 3.7500
Totals 302 301 5.000 304.7500
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 564 564 - 564.0000
Park 1 - 2.967 2.2253
Exempt 15 - 12.835 -
Totals 580 564 15.802 566.2253
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2C
Local Landscaping Zone L-2D
Local Landscaping Zone L-2E
Local Landscaping Zone L-2F
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,088 1,088 - 1,088.0000
Park 1 - 5.000 3.7500
Exempt 59 - 63.569 -
Totals 1,148 1,088 68.569 1,091.7500
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 278 278 - 278.0000
Exempt 3 - 1.367 -
Totals 281 278 1.367 278.0000
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 105 105 - 105.0000
Vacant/Rural (Undeveloped) 2 - 2.957 2.2178
Exempt 1 - 0.785 -
Totals 108 105 3.742 107.2178
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 124 124 - 124.0000
Exempt 1 - 1.018 -
Totals 125 124 1.018 124.0000
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2G
Local Landscaping Zone L-2H
Local Landscaping Zone L-2I
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 630 630 - 630.0000
Park 2 - 5.983 4.4873
Vacant/Rural (Undeveloped) 12 - 25.152 18.8642
Special Case 3 - 2.403 1.8023
Exempt 30 - 64.948 -
Totals 677 630 98.486 655.1538
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 419 419 - 419.0000
Vacant/Rural (Undeveloped) 1 - 3.789 2.8418
Exempt 3 - 1.405 -
Totals 423 419 5.194 421.8418
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 607 607 - 607.0000
Vacant/Rural (Undeveloped) 1 - 0.924 0.6930
Exempt 25 - 42.419 -
Totals 633 607 43.343 607.6930
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2J
Local Landscaping Zone L-2K
Local Landscaping Zone L-2L
Local Landscaping Zone L-2M
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 385 385 - 385.0000
Non-Residential Developed 2 - 3.982 11.9460
School (Public/Private) 1 - 0.812 1.2180
Park 4 - 11.080 8.3101
Vacant/Rural (Undeveloped) 1 - 2.585 1.9388
Special Case 1 - 24.244 30.3050
Exempt 6 - 7.516 -
Totals 400 385 50.219 438.7179
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 363 363 - 363.0000
Residential Multi-Family 1 124 - 99.2000
Non-Residential Developed 1 - 1.658 4.9740
Vacant/Rural (Undeveloped) 1 - 0.681 0.5108
Exempt 7 - 10.449 -
Totals 373 487 12.788 467.6848
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 133 133 - 133.0000
Exempt 1 - 0.491 -
Totals 134 133 0.491 133.0000
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 201 201 - 201.0000
Non-Residential Developed 9 - 9.065 27.1950
Exempt 18 - 9.641 -
Totals 228 201 18.706 228.1950
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2N
Local Landscaping Zone L-2O
Local Landscaping Zone L-2P
Local Landscaping Zone L-2Q
Land Use Parcels Units
Applied
Acreage EBUs
Non-Residential Developed 2 - 22.740 68.2200
Park 2 - 10.000 7.5000
Special Case 1 - 1.102 0.8265
Exempt 1 - 3.493 -
Totals 6 - 37.335 76.5465
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 225 225 - 225.0000
Exempt 14 - 3.727 -
Totals 239 225 3.727 225.0000
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 88 88 - 88.0000
Park 1 - 2.480 1.8600
Vacant/Rural (Undeveloped) 1 - 0.046 0.0345
Exempt 7 - 5.819 -
Totals 97 88 8.345 89.8945
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 315 315 - 315.0000
Vacant/Rural (Undeveloped) 2 - 4.161 3.1208
Exempt 13 - 3.763 -
Totals 330 315 7.924 318.1208
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2R
Local Landscaping Zone L-2S
Local Landscaping Zone L-2T
Local Landscaping Zone L-2U
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 193 193 - 193.0000
Park 1 - 0.758 0.5685
Exempt 6 - 2.870 -
Totals 200 193 3.628 193.5685
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 118 118 - 118.0000
Non-Residential Developed 1 - 23.477 70.4310
Exempt 6 - 0.439 -
Totals 125 118 23.916 188.4310
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 274 274 - 274.0000
Exempt 10 - 5.943 -
Totals 284 274 5.943 274.0000
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 117 117 - 117.0000
Exempt 1 - 0.388 -
Totals 118 117 0.388 117.0000
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-2V
Local Landscaping Zone L-3
Local Landscaping Zone L-4A
Local Landscaping Zone L-4B
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 234 234 - 234.0000
Vacant/Rural (Undeveloped) 14 - 18.492 13.8693
Exempt 20 - 26.733 -
Totals 268 234 45.225 247.8693
Land Use Parcels Units
Applied
Acreage EBUs
Residential Multi-Family 1 69 - 55.2000
Non-Residential Developed 63 - 152.288 456.8640
Vacant/Rural (Undeveloped) 5 - 6.531 4.8984
Exempt 20 - 55.108 -
Totals 89 69 213.927 516.9624
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 140 140 - 140.0000
Park 1 - 2.537 1.9028
Vacant/Rural (Undeveloped) 1 - 0.103 0.0773
Exempt 8 - 7.111 -
Totals 150 140 9.751 141.9801
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 100 100 - 100.0000
Park 2 - 1.197 0.8978
Exempt 3 - 3.716 -
Totals 105 100 4.913 100.8978
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-5A
Local Landscaping Zone L-5B
Local Landscaping Zone L-5C
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 745 745 - 745.0000
Vacant/Rural (Undeveloped) 9 - 25.338 19.0038
Exempt 43 - 89.979 -
Totals 797 745 115.317 764.0038
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,131 1,131 - 1,131.0000
School (Public/Private) 1 - 11.230 16.8450
Park 2 - 10.000 7.5000
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 7 - 26.977 20.2329
Exempt 112 - 146.935 -
Totals 1,260 1,131 221.314 1,214.8359
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 689 689 - 689.0000
School (Public/Private) 1 - 16.324 24.4860
Park 3 - 8.542 6.4066
Vacant/Rural (Undeveloped) 1 - 8.934 6.7005
Special Case 1 - 47.150 58.9375
Exempt 46 - 260.637 -
Totals 741 689 341.587 785.5306
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Arterial Landscaping Zones
Arterial Landscaping Zone A-1
Arterial Landscaping Zone A-2
Arterial Landscaping Zone A-3
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,884 2,882 - 2,884.0000
Residential Multi-Family 2 469 - 375.2000
Non-Residential Developed 128 - 237.849 713.5470
School (Public/Private) 1 - 20.483 30.7245
Park 11 - 37.252 27.9391
Vacant/Rural (Undeveloped) 21 - 43.761 32.8210
Exempt 213 - 1,654.758 -
Totals 3,260 3,351 1,994.103 4,064.2316
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,058 1,058 - 1,058.0000
Non-Residential Developed 2 - 3.982 11.9460
School (Public/Private) 1 - 0.812 1.2180
Park 5 - 13.560 10.1701
Vacant/Rural (Undeveloped) 3 - 3.555 2.6663
Special Case 1 - 24.244 30.3050
Exempt 34 - 54.652 -
Totals 1,104 1,058 100.805 1,114.3054
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,156 1,156 - 1,156.0000
Residential Multi-Family 1 124 - 99.2000
Non-Residential Developed 12 - 33.463 100.3890
Park 2 - 10.000 7.5000
Vacant/Rural (Undeveloped) 19 - 39.173 29.3801
Special Case 1 - 1.102 0.8265
Exempt 69 - 812.452 -
Totals 1,260 1,280 896.190 1,393.2956
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Arterial Landscaping Zone A-4
Arterial Landscaping Zone A-5
Arterial Landscaping Zone A-6
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,714 2,714 - 2,714.0000
Residential Multi-Family 3 164 - 131.2000
Non-Residential Developed 13 - 21.795 65.3850
School (Public/Private) 4 - 42.932 64.3980
Park 10 - 20.469 15.3520
Vacant/Rural (Undeveloped) 20 - 18.584 13.9384
Exempt 85 - 113.764 -
Totals 2,849 2,878 217.544 3,004.2734
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,867 2,867 - 2,867.0000
Non-Residential Developed 1 - 23.477 70.4310
School (Public/Private) 1 - 16.324 24.4860
Park 5 - 12.798 9.5986
Vacant/Rural (Undeveloped) 17 - 37.270 27.9528
Special Case 4 - 49.953 61.0398
Exempt 115 - 347.038 -
Totals 3,010 2,867 486.860 3,060.5082
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 1,999 1,997 - 1,999.0000
Non-Residential Developed 4 - 44.804 134.4120
School (Public/Private) 1 - 11.230 16.8450
Park 2 - 10.000 7.5000
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 22 - 59.155 44.3666
Exempt 154 - 237.108 -
Totals 2,189 1,997 388.469 2,241.3816
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zone A-7
Arterial Landscaping Zone A-8
Arterial Landscaping Zone A-9
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 4,701 4,701 - 4,701.0000
Residential Multi-Family 46 393 - 314.4000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 167 - 232.650 697.9500
School (Public/Private) 11 - 49.115 73.6725
Park 19 - 41.049 30.7872
Vacant/Rural (Undeveloped) 55 - 32.321 24.2420
Special Case 2 - 0.951 0.7133
Exempt 367 - 103.682 -
Totals 5,370 5,382 459.768 5,986.7650
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,253 2,252 - 2,253.0000
Residential Multi-Family 1 2 - 1.6000
Non-Residential Developed 22 - 47.708 143.1240
Vacant/Rural (Undeveloped) 51 - 31.561 23.6719
Exempt 83 - 124.489 -
Totals 2,410 2,254 203.758 2,421.3959
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,370 2,370 - 2,370.0000
Non-Residential Developed 1 - 4.889 14.6670
Park 2 - 7.967 5.9753
Vacant/Rural (Undeveloped) 1 - 3.789 2.8418
Exempt 84 - 80.278 -
Totals 2,458 2,370 96.923 2,393.4841
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Street Lighting Zone
Local Street Lighting Zone
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 22,002 21,997 - 22,002.0000
Residential Multi-Family 53 1,152 - 921.6000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 350 - 650.617 1,951.8510
School (Public/Private) 19 - 140.896 211.3440
Park 56 - 153.095 114.8223
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 209 - 269.169 201.8809
Special Case 8 - 76.250 92.8846
Exempt 1,204 - 3,528.221 -
Totals 23,910 23,437 4,844.420 25,679.6408
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 18,022 18,017 - 18,022.0000
Residential Multi-Family 47 652 - 521.6000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 332 - 622.768 1,868.3040
School (Public/Private) 18 - 135.551 203.3265
Park 49 - 133.774 100.3314
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 153 - 205.257 153.9459
Special Case 8 - 76.250 92.8846
Exempt 915 - 1,738.739 -
Totals 19,553 18,957 2,938.511 21,145.6504
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Traffic Signal Zones
Traffic Signal Zone TS-1
Traffic Signal Zone TS-2
Traffic Signal Zone TS-3
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,884 2,882 - 2,884.0000
Residential Multi-Family 1 400 - 320.0000
Non-Residential Developed 65 - 85.561 256.6830
School (Public/Private) 1 - 20.483 30.7245
Park 11 - 37.252 27.9391
Vacant/Rural (Undeveloped) 20 - 57.230 42.9226
Exempt 196 - 2,090.138 -
Totals 3,178 3,282 2,290.664 3,562.2692
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 19,118 19,115 - 19,118.0000
Residential Multi-Family 51 683 - 546.4000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 222 - 412.768 1,238.3040
School (Public/Private) 18 - 120.413 180.6195
Park 45 - 115.843 86.8832
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 184 - 205.408 154.0599
Special Case 8 - 76.250 92.8846
Exempt 988 - 1,382.975 -
Totals 20,643 20,086 2,339.829 21,600.4092
Land Use Parcels Units
Applied
Acreage EBUs
Residential Multi-Family 1 69 - 55.2000
Non-Residential Developed 63 - 152.288 456.8640
Vacant/Rural (Undeveloped) 5 - 6.531 4.8984
Exempt 20 - 55.108 -
Totals 89 69 213.927 516.9624
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Calculation of Assessments
An assessment amount per EBU in each Zone is calculated by:
Taking the “Total Annual Expenses” (Total budgeted costs) and subtracting the “General Benefit Expenses (City Funded)”, to establish the “Total Eligible Special Benefit Expenses”; Total Annual Expenses – General Benefit Expenses = Total Eligible Special Benefit Expenses To the resulting “Eligible Special Benefit Expenses”, various “Funding Adjustments/Contributions” may be applied that may include, but are not limited to:
¾ “Available Ad Valorem Revenues Applied”, represents an adjustment (reduction) in the amount to be collected utilizing ad valorem revenue that may be available for the Zone that was not applied for general benefit expenses.
¾ “Unfunded Reserve Fund Collection” represents an adjustment (reduction) in the amount to be collected for “Operational Reserve Funding” that was budgeted as part of the Total Annual Expenses.
¾ “Unfunded CIP/Rehabilitation Fund Collection”, represents an adjustment (reduction) in the amount to be collected for “CIP & Rehabilitation Reserve Fund Collection” that was budgeted as part of the Total Annual Expenses.
¾ “Reserve Fund Transfer/Deduction” represents an amount of available existing funds from the “Operational Reserve Fund Balances” being applied to pay a portion of the Special Benefit Expenses for the fiscal year.
¾ “Additional City Contribution and/or Service Reductions”, represents a further adjustment that addresses the funding gap between the amount budgeted to provide the improvements and services (“Special Benefit Expenses”); and the amount that will be collected through the assessments. This funding gap may be addressed by an additional City contribution, reductions in service and service expenses, or a combination of the two.
These adjustments to the Special Benefit Expenses result in the net special benefit amount to be assessed “Balance to Levy”;
Eligible Special Benefit Expenses +/- Funding Adjustments/Contributions =Balance to Levy The amount identified as the “Balance to Levy” is divided by the total number of EBUs of parcels that benefit to establish the “Assessment Rate” or “Assessment per EBU” for the fiscal year. This Rate is then applied back to each parcel’s individual EBU to calculate the parcel’s proportionate special benefit and assessment for the improvements.
Balance to Levy / Total EBU = Assessment per EBU (Assessment Rate) Assessment per EBU x Parcel EBU = Parcel Assessment Amount Annual Inflationary Adjustment (Assessment Range Formula) In fiscal year 1997/1998, in part as a result of Proposition 218, which was approved on the November 1996 statewide ballot and added Article XIII D to the California State Constitution, the City took steps to reorganize the District to more fully reflect the special benefits associated with the District improvements and conducted a protest ballot proceeding for the proposed District assessments. Notices and ballots were mailed to all property owners within the District, outlining the changes to the method of apportionment and the resulting assessment amount proposed for each property and that such assessments would include an annual inflationary adjustment (often
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
referred to as an Assessment Range Formula or escalator) based on the Consumer Price Index (CPI). On July 1, 1997, the ballot results were tabulated with eighty-three percent (83%) of the returned assessment ballots approving the assessment rates and annual inflationary adjustment.
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment that are inevitably associated with providing for the maintenance and operation of landscaping and lighting improvements, thereby reducing the need for additional noticing and balloting procedures simply because of normal inflationary factors.
The Assessment Range Formula for Local Landscaping Zone L-2V is defined by the following:
The State of California proposed raising the minimum wage one dollar per year over a four-year period (fiscal year 2019/2020 through fiscal year 2022/2023). The California Director of Industrial Relations (DIR) prevailing wage for Landscape Maintenance Laborer was $11.22 per hour at the time the new L-2V assessments were approved (fiscal year 2018/2019). This wage is required to be paid by City contractors by State law. The minimum wage for Landscape Maintenance Laborer for larger employers like City maintenance contractors is currently $11.00 per hour. As the scheduled minimum wage increases take effect, the Landscape Maintenance Laborer prevailing wage will follow suit, adding approximately a dollar per hour each year over the four year period.
This directly influences the cost of maintenance activities for landscape areas. Therefore, the cost inflator for the LMAD assessment for Zone L-2V is tied to this annual indicator for the four year period through fiscal year 2022/2023, then CPI in subsequent fiscal years.
The Assessment Range Formula for Local Landscaping Zone L-2V which was included as part of the ballot for the new or increased assessment in fiscal year 2018/2019, is defined by the following:
¾ The base prevailing wage for Landscape Maintenance Laborer as of fiscal year 2018/2019 was $11.22 per hour. The Maximum assessment rate for Zone L-2V shall be increased each year cumulatively with the percentage increase for this wage category for the next four years, including fiscal year 2019/2020, fiscal year 2020/2021, fiscal year 2021/2022, and fiscal year 2022/2023. (For fiscal year 2022/2023 the prevailing wage for Landscape Maintenance Laborer increased to $15.22 which is a 7.03% increase over the previous year.) ¾ Thereafter, commencing in fiscal year 2023/2024 and each fiscal year thereafter, the maximum assessment rate established for the improvements in fiscal year 2022/2023 (the previous fiscal year) may be adjusted by the percentage increase of the Local Consumer Price Index (CPI). The CPI used for the inflationary adjustment shall be for the Los AngelesRiverside-Orange County Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
For fiscal year 2022/2023, the “Current Maximum Assessment Rate per EBU” identified in the following budgets (“Part III - Estimate of Costs”), the Maximum Assessment Rate per EBU for Zone L-2V represent a 7.03% increase to the Maximum Assessment Rate approved in the prior fiscal year fiscal based on the Annual Inflationary Adjustment (Assessment Range Formula) described above.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
The Assessment Range Formula for Local Landscaping Zone L-2E and L-4A is defined by the following:
Commencing with fiscal year 2021/2022 and each fiscal year thereafter, the maximum assessment rate established for the improvements in the previous fiscal year may be adjusted by the percentage increase of the Local Consumer Price Index (CPI) plus three percent (CPI + 3.0%) The Consumer Price Index used for the inflationary adjustment shall be the CPI for the Los Angeles-Long Beach-Anaheim, CA, Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year, the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year. This annual percentage change is generally established based on the annual percentage change from the prior year, but a similar 12-month time period may be used if more current data is available. This percentage difference plus three percent shall then establish the range of increase to the maximum assessment rate allowed for Zone L-2E and Zone L-4A. If the percentage change in CPI is negative, the maximum assessment rate may be adjusted from the previous fiscal year by three percent. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
The Assessment Range Formula for all other District Zones is defined by the following:
Commencing in fiscal year 1998/1999 and each fiscal year thereafter, the maximum assessment rates established for the improvements in the previous fiscal year for each Zone may be adjusted by the percentage increase of the Local Consumer Price Index (CPI). The CPI used for the inflationary adjustment shall be for the Los Angeles-Riverside-Orange County Area for All Urban Consumers, as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year, the City shall identify the annual percentage change in the CPI, using the difference over a 12-month period between the current year and of the previous year. This annual percentage change is generally established based on the annual percentage change from the prior year, but a similar 12-month time period may be used if more current data is available. This percentage difference shall then establish the range of increase to the maximum assessment rates allowed. If the percentage change in the CPI is negative, the maximum assessment rates shall not be adjusted from the previous fiscal year (unchanged). Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.
For fiscal year 2022/2023, the “Current Maximum Assessment Rate per EBU” identified in the following budgets (“Part III - Estimate of Costs”- Estimate of Costs), the Maximum Assessment Rate per EBU for all Zones except Zone L-2V represent a 3.83% increase to the Maximum Assessment Rates approved in the prior fiscal year based on the Annual Inflationary Adjustment (Assessment Range Formula) described above.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part III - Estimate of Costs
The following outlines the estimated costs (budgets) to maintain and service the various landscaping and lighting improvements described in "Part I - Plans and Specifications" of this Report for fiscal year 2022/2023. In some cases, the costs to properly service and maintain the improvements cannot be fully funded by the existing assessment revenues. Even with some additional funding support from the City, many of the desired services and activities, particularly those associated with long term repairs, replacements, and rehabilitation, will need to be postponed or eliminated. While City staff will ultimately determine which services and activities shall be eliminated or reduced to keep the actual costs and expenditures for the fiscal year within the current available revenues, the revenue shortfalls are expected to increase over the years as a result of inflation. To the extent any assessment funds remain after those funds are used to pay the cost of the special benefit in any particular Zone, those monies shall be placed in a reserve account for the respective Zone.
The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023, the ad valorem revenues are estimated to be $906,605 for lighting (used for Traffic Signals, Arterial Lighting and/or Local Lighting), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones).
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-1 (A through D)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-1A Zone L-1B Zone L-1C Zone L-1D
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 98,485 $ 76,971 $ 24,221 $ 2,772 Contractual Services 391,008 268,475 88,569 9,398
Landscape Utilities 151,760 158,429 42,919 5,335
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 641,254 $ 503,875 $ 155,709 $ 17,505 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 55,000 $ - $ - $ - CIP & Rehabilitation Fund Collection 88,600 67,660 21,210 2,359 Total CIP & Rehabilitation Funding $ 143,600 $ 67,660 $ 21,210 $ 2,359 Incidental Operational Expenses
Operational Reserve Funding $ 64,125 $ 50,388 $ 15,571 $ 1,750 City Administration/Professional Fees $ 68,798 $ 45,939 $ 18,439 $ 5,319 County Administration Fees 2,561 1,852 586 76
Miscellaneous Administration Expenses 1,032 689 277 80
Annual Administration Expenses 72,391 48,481 19,301 5,475 Total Annual Incidental Expenses $ 136,516 $ 98,869 $ 34,872 $ 7,225 TOTAL ANNUAL EXPENSES $ 921,370 $ 670,404 $ 211,791 $ 27,089 General Benefit Expenses (City Funded) (59,641) (44,776) (28,249) (2,973) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 861,729 $ 625,628 $ 183,542 $ 24,116
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (64,125) $ (50,388) $ (15,571) $ (1,750) Unfunded CIP/Rehabilitation Fund Collection (88,600) (66,285) (21,210) (2,171) Reserve Fund Transfer/Deduction (228,600) - (1,623) -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (381,325) $ (116,673) $ (38,404) $ (3,921) BALANCE TO LEVY $ 480,404 $ 508,955 $ 145,138 $ 20,195
DISTRICT STATISTICS
Total Parcels 1,215 636 379 51
Parcels Levied 1,208 625 374 50
Total Benefit Units 1,247.22 628.36 376.81 52.43
Full Special Benefit Cost Recovery Rate per EBU $690.92 $995.66 $487.10 $459.96 Authorized Maximum Assessment Rate per EBU $385.1889 $809.9831 $385.1889 $385.1889 Applied Assessment Rate per EBU $385.18 $809.98 $385.18 $385.18
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 254,024 $ 107,191 $ 7,099 $ -
Collections / (Contributions) (228,600) 1,375 (1,623) 188 Estimated Ending Fund Balance $ 25,423 $ 108,567 $ 5,476 $ 188
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-1E; and L-2 (A through C)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-1E Zone L-2A Zone L-2B Zone L-2C
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 1,817 $ 34,768 $ 29,151 $ 122,189 Contractual Services 7,829 131,422 108,978 407,642
Landscape Utilities 1,884 61,767 49,520 267,202
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 11,530 $ 227,957 $ 187,648 $ 797,033 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 10,000 $ 30,000 $ 80,000 $ - CIP & Rehabilitation Fund Collection - 31,106 - 106,195 Total CIP & Rehabilitation Funding $ 10,000 $ 61,106 $ 80,000 $ 106,195 Incidental Operational Expenses
Operational Reserve Funding $ - $ 22,796 $ - $ 79,703
City Administration/Professional Fees $ 13,820 $ 21,247 $ 24,830 $ 74,900 County Administration Fees 106 931 877 2,934
Miscellaneous Administration Expenses 207 319 372 1,124 Annual Administration Expenses 14,133 22,497 26,080 78,958 Total Annual Incidental Expenses $ 14,133 $ 45,293 $ 26,080 $ 158,661 TOTAL ANNUAL EXPENSES $ 35,663 $ 334,356 $ 293,728 $ 1,061,890 General Benefit Expenses (City Funded) (1,671) (23,260) (22,330) (80,068) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 33,992 $ 311,096 $ 271,398 $ 981,822
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ (22,796) $ - $ (58,867) Unfunded CIP/Rehabilitation Fund Collection - (16,704) - - Reserve Fund Transfer/Deduction (22,085) - (43,108) -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (22,085) $ (39,500) $ (43,108) $ (58,867) BALANCE TO LEVY $ 11,907 $ 271,596 $ 228,291 $ 922,955
DISTRICT STATISTICS
Total Parcels 256 302 580 1,148
Parcels Levied 244 302 565 1,089
Total Benefit Units 563.00 304.75 566.23 1,091.75
Full Special Benefit Cost Recovery Rate per EBU $60.38 $1,020.82 $479.31 $899.31 Authorized Maximum Assessment Rate per EBU $385.1889 $891.2135 $403.1869 $845.3920 Applied Assessment Rate per EBU $21.15 $891.21 $403.18 $845.39
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 479,287 $ 181,973 $ 609,723 $ (134,957) Collections / (Contributions) (22,085) 14,402 (43,108) 127,031 Estimated Ending Fund Balance $ 457,202 $ 196,375 $ 566,615 $ (7,926)
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-2 (D through G)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2D Zone L-2E Zone L-2F Zone L-2G
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 36,710 $ 11,802 $ 5,878 $ 26,973 Contractual Services 110,464 37,879 26,367 103,778
Landscape Utilities 89,966 27,282 6,409 45,176
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 237,141 $ 76,962 $ 38,653 $ 175,927 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 75,000 $ - $ - $ 20,000 CIP & Rehabilitation Fund Collection 31,073 10,180 5,478 28,947 Total CIP & Rehabilitation Funding $ 106,073 $ 10,180 $ 5,478 $ 48,947 Incidental Operational Expenses
Operational Reserve Funding $ 23,714 $ 7,696 $ 3,865 $ 22,374 City Administration/Professional Fees $ 21,195 $ 7,288 $ 5,286 $ 26,187 County Administration Fees 1,093 283 148 753
Miscellaneous Administration Expenses 318 109 79 393
Annual Administration Expenses 22,606 7,681 5,514 27,333 Total Annual Incidental Expenses $ 46,320 $ 15,377 $ 9,379 $ 49,708 TOTAL ANNUAL EXPENSES $ 389,534 $ 102,519 $ 53,510 $ 274,582 General Benefit Expenses (City Funded) (30,276) (7,042) (2,608) (15,580) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 359,258 $ 95,477 $ 50,902 $ 259,002
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (23,714) $ (7,696) $ (1,881) $ - Unfunded CIP/Rehabilitation Fund Collection (31,073) (1,260) - - Reserve Fund Transfer/Deduction (19,491) - - -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (74,278) $ (8,956) $ (1,881) $ - BALANCE TO LEVY $ 284,981 $ 86,520 $ 49,021 $ 259,002
DISTRICT STATISTICS
Total Parcels 281 108 125 677
Parcels Levied 278 107 124 647
Total Benefit Units 278.00 107.22 124.00 655.15
Full Special Benefit Cost Recovery Rate per EBU $1,292.30 $890.49 $410.50 $395.33 Authorized Maximum Assessment Rate per EBU $1,025.1117 $806.9686 $395.3305 $395.3305 Applied Assessment Rate per EBU $1,025.11 $806.96 $395.33 $395.33
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 288,022 $ - $ 101,598 $ 80,490 Collections / (Contributions) (19,491) 8,920 7,462 51,321 Estimated Ending Fund Balance $ 268,532 $ 8,920 $ 109,060 $ 131,811
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-2 (H through K)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2H Zone L-2I Zone L-2J Zone L-2K
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 16,825 $ 17,346 $ 7,681 $ 27,751 Contractual Services 58,312 61,113 28,718 76,965
Landscape Utilities 34,407 34,346 14,102 78,792
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 109,544 $ 112,805 $ 50,500 $ 183,508 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 75,000 $ 55,000 $ 30,000 $ - CIP & Rehabilitation Fund Collection - - - 23,586
Total CIP & Rehabilitation Funding $ 75,000 $ 55,000 $ 30,000 $ 23,586 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ 18,351
City Administration/Professional Fees $ 16,620 $ 21,165 $ 13,347 $ 22,293 County Administration Fees 603 567 282 688
Miscellaneous Administration Expenses 249 317 200 334
Annual Administration Expenses 17,473 22,049 13,828 23,316 Total Annual Incidental Expenses $ 17,473 $ 22,049 $ 13,828 $ 41,667 TOTAL ANNUAL EXPENSES $ 202,017 $ 189,854 $ 94,329 $ 248,761 General Benefit Expenses (City Funded) (12,684) (13,361) (5,830) (18,985) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 189,333 $ 176,493 $ 88,499 $ 229,776
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ - $ - $ (18,351) Unfunded CIP/Rehabilitation Fund Collection - - - (23,586) Reserve Fund Transfer/Deduction (22,566) (14,780) - (2,949) Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (22,566) $ (14,780) $ - $ (44,886) BALANCE TO LEVY $ 166,767 $ 161,713 $ 88,499 $ 184,890
DISTRICT STATISTICS
Total Parcels 423 633 400 373
Parcels Levied 420 608 394 366
Total Benefit Units 421.84 607.69 438.72 467.68
Full Special Benefit Cost Recovery Rate per EBU $448.82 $290.43 $201.72 $491.30 Authorized Maximum Assessment Rate per EBU $395.3305 $395.3305 $395.3305 $395.3305 Applied Assessment Rate per EBU $395.33 $266.11 $201.72 $395.33
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 253,449 $ 338,393 $ 232,612 $ 14,448 Collections / (Contributions) (22,566) (14,780) - (2,949) Estimated Ending Fund Balance $ 230,883 $ 323,613 $ 232,612 $ 11,499
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-2 (L through O)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2L Zone L-2M Zone L-2N Zone L-2O
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 11,566 $ 2,503 $ 2,386 $ 5,604 Contractual Services 37,140 7,240 8,183 24,918
Landscape Utilities 26,941 6,821 5,007 5,469
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 75,647 $ 16,564 $ 15,576 $ 35,990 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ 25,000 $ - $ 66,000 CIP & Rehabilitation Fund Collection 10,000 - - -
Total CIP & Rehabilitation Funding $ 10,000 $ 25,000 $ - $ 66,000 Incidental Operational Expenses
Operational Reserve Funding $ 7,565 $ - $ - $ -
City Administration/Professional Fees $ 7,793 $ 6,340 $ 2,749 $ 7,472 County Administration Fees 280 144 55 328
Miscellaneous Administration Expenses 117 95 41 112
Annual Administration Expenses 8,190 6,579 2,845 7,912
Total Annual Incidental Expenses $ 15,755 $ 6,579 $ 2,845 $ 7,912 TOTAL ANNUAL EXPENSES $ 101,402 $ 48,143 $ 18,421 $ 109,902 General Benefit Expenses (City Funded) (6,872) (1,317) (1,653) (1,634) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 94,530 $ 46,826 $ 16,768 $ 108,268
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (7,565) $ - $ - $ -
Unfunded CIP/Rehabilitation Fund Collection (9,797) - - - Reserve Fund Transfer/Deduction - - - (19,319)
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (17,362) $ - $ - $ (19,319) BALANCE TO LEVY $ 77,168 $ 46,826 $ 16,768 $ 88,949
DISTRICT STATISTICS
Total Parcels 134 228 6 239
Parcels Levied 133 210 5 225
Total Benefit Units 133.00 228.20 76.55 225.00
Full Special Benefit Cost Recovery Rate per EBU $710.75 $205.20 $219.06 $481.19 Authorized Maximum Assessment Rate per EBU $580.2171 $395.3305 $395.3305 $395.3305 Applied Assessment Rate per EBU $580.21 $205.20 $219.06 $395.33
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 38,607 $ 70,204 $ 56,279 $ 197,236 Collections / (Contributions) 203 - - (19,319)
Estimated Ending Fund Balance $ 38,810 $ 70,204 $ 56,279 $ 177,917
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-2 (P through S)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2P Zone L-2Q Zone L-2R Zone L-2S
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 15,296 $ 4,802 $ 7,381 $ 1,944 Contractual Services 51,767 17,116 24,305 6,112
Landscape Utilities 31,954 9,490 16,593 4,731
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 99,017 $ 31,408 $ 48,279 $ 12,786 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ 45,000 $ 29,000 $ 25,000 CIP & Rehabilitation Fund Collection 13,254 - 6,412 -
Total CIP & Rehabilitation Funding $ 13,254 $ 45,000 $ 35,412 $ 25,000 Incidental Operational Expenses
Operational Reserve Funding $ 9,902 $ - $ 4,828 $ -
City Administration/Professional Fees $ 8,240 $ 9,354 $ 7,503 $ 5,180 County Administration Fees 362 257 274 129
Miscellaneous Administration Expenses 124 140 113 78
Annual Administration Expenses 8,726 9,752 7,889 5,386
Total Annual Incidental Expenses $ 18,628 $ 9,752 $ 12,717 $ 5,386 TOTAL ANNUAL EXPENSES $ 130,899 $ 86,160 $ 96,408 $ 43,173 General Benefit Expenses (City Funded) (8,918) (2,995) (2,948) (1,432) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 121,981 $ 83,165 $ 93,460 $ 41,741
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (9,902) $ - $ (4,828) $ - Unfunded CIP/Rehabilitation Fund Collection (9,830) - (6,412) - Reserve Fund Transfer/Deduction - (20,979) (5,696) (7,066) Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (19,732) $ (20,979) $ (16,936) $ (7,066) BALANCE TO LEVY $ 102,249 $ 62,186 $ 76,523 $ 34,675
DISTRICT STATISTICS
Total Parcels 97 330 200 125
Parcels Levied 90 317 194 119
Total Benefit Units 89.89 318.12 193.57 188.43
Full Special Benefit Cost Recovery Rate per EBU $1,356.93 $261.43 $482.83 $221.52 Authorized Maximum Assessment Rate per EBU $1,137.4366 $395.3305 $395.3305 $395.3305 Applied Assessment Rate per EBU $1,137.43 $195.48 $395.33 $184.02
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 46,381 $ 210,085 $ 65,128 $ 70,666 Collections / (Contributions) 3,424 (20,979) (5,696) (7,066) Estimated Ending Fund Balance $ 49,805 $ 189,106 $ 59,432 $ 63,600
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-2 (T through V) and L-3
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2T Zone L-2U Zone L-2V Zone L-3
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 10,992 $ 3,939 $ 30,017 $ 2,046 Contractual Services 43,987 18,064 110,666 8,000
Landscape Utilities 16,284 3,820 57,844 3,379
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 71,263 $ 25,823 $ 198,528 $ 13,425 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 45,000 $ 20,000 $ 43,000 $ 5,000 CIP & Rehabilitation Fund Collection - - 26,886 1,845
Total CIP & Rehabilitation Funding $ 45,000 $ 20,000 $ 69,886 $ 6,845 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ 19,853 $ 1,343
City Administration/Professional Fees $ 10,802 $ 4,327 $ 18,121 $ 12,698 County Administration Fees 381 150 860 99
Miscellaneous Administration Expenses 162 65 272 190
Annual Administration Expenses 11,345 4,542 19,253 12,987 Total Annual Incidental Expenses $ 11,345 $ 4,542 $ 39,106 $ 14,330 TOTAL ANNUAL EXPENSES $ 127,608 $ 50,365 $ 307,519 $ 34,601 General Benefit Expenses (City Funded) (7,553) (2,430) (13,333) (899) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 120,055 $ 47,935 $ 294,186 $ 33,702
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ - $ (19,853) $ (1,343) Unfunded CIP/Rehabilitation Fund Collection - - (26,886) (1,845) Reserve Fund Transfer/Deduction (18,286) (5,763) (13,763) (1,957) Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (18,286) $ (5,763) $ (60,502) $ (5,145) BALANCE TO LEVY $ 101,769 $ 42,171 $ 233,684 $ 28,557
DISTRICT STATISTICS
Total Parcels 284 118 268 89
Parcels Levied 274 117 248 69
Total Benefit Units 274.00 117.00 247.87 516.96
Full Special Benefit Cost Recovery Rate per EBU $438.16 $409.70 $1,186.86 $65.19 Authorized Maximum Assessment Rate per EBU $395.3305 $395.3305 $942.7720 $55.2417 Applied Assessment Rate per EBU $371.42 $360.44 $942.77 $55.24
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 183,300 $ 57,627 $ 144,201 $ 21,818 Collections / (Contributions) (18,286) (5,763) (13,763) (1,957) Estimated Ending Fund Balance $ 165,014 $ 51,864 $ 130,438 $ 19,861
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones L-4 (A and B); and L-5 (A and B) * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023 the ad valorem revenues are estimated to be $906,605 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-4A Zone L-4B Zone L-5A Zone L-5B
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 11,777 $ 4,157 $ 61,793 $ 54,937 Contractual Services 41,395 14,737 222,941 191,948
Landscape Utilities 22,593 7,891 117,260 103,104
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 75,765 $ 26,784 $ 401,994 $ 349,988 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 30,000 $ - $ - $ 138,000 CIP & Rehabilitation Fund Collection 10,235 3,623 54,436 47,343 Total CIP & Rehabilitation Funding $ 40,235 $ 3,623 $ 54,436 $ 185,343 Incidental Operational Expenses
Operational Reserve Funding $ 7,577 $ 2,678 $ 40,199 $ 34,999 City Administration/Professional Fees $ 8,009 $ 4,012 $ 42,890 $ 50,007 County Administration Fees 372 103 1,498 1,756
Miscellaneous Administration Expenses 120 60 643 750
Annual Administration Expenses 8,501 4,175 45,031 52,513 Total Annual Incidental Expenses $ 16,078 $ 6,853 $ 85,230 $ 87,512 TOTAL ANNUAL EXPENSES $ 132,078 $ 37,260 $ 541,661 $ 622,843 General Benefit Expenses (City Funded) (8,011) (3,601) (54,782) (46,365) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 124,067 $ 33,659 $ 486,879 $ 576,478
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ (28,499) $ (21,271) $ - $ - Unfunded Reserve Fund Collection $ (2,260) $ (1,790) $ (40,199) $ (34,999) Unfunded CIP/Rehabilitation Fund Collection - - (9,463) (47,343) Reserve Fund Transfer/Deduction - - - (72,382)
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (30,759) $ (23,061) $ (49,662) $ (154,724) BALANCE TO LEVY $ 93,308 $ 10,598 $ 437,216 $ 421,755
DISTRICT STATISTICS
Total Parcels 150 105 797 1,260
Parcels Levied 142 102 754 1,148
Total Benefit Units 141.98 100.90 764.00 1,214.84
Full Special Benefit Cost Recovery Rate per EBU $873.84 $333.60 $637.27 $474.53 Authorized Maximum Assessment Rate per EBU $657.1988 $105.0460 $572.2727 $347.1759 Applied Assessment Rate per EBU $657.19 $105.04 $572.27 $347.17
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 59,639 $ 4,027 $ 51,752 $ 730,112 Collections / (Contributions) 15,552 4,511 44,973 (72,382) Estimated Ending Fund Balance $ 75,190 $ 8,538 $ 96,725 $ 657,730
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zone L-5C and Arterial Landscaping Zones (A-1 through A-3) * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023 the ad valorem revenues are estimated to be $906,605 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Local Arterial Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-5C Zone A-1 Zone A-2 Zone A-3
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 16,015 $ 15,573 $ 26,116 $ 12,402 Contractual Services 64,060 59,268 81,810 43,940
Landscape Utilities 23,377 28,754 62,381 25,238
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 103,452 $ 103,595 $ 170,306 $ 81,580 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 175,000 $ 50,000 $ - $ - CIP & Rehabilitation Fund Collection - - 22,427 10,975
Total CIP & Rehabilitation Funding $ 175,000 $ 50,000 $ 22,427 $ 10,975 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ 17,031 $ 8,158
City Administration/Professional Fees $ 24,886 $ 25,367 $ 16,882 $ 11,933 County Administration Fees 910 537 629 313
Miscellaneous Administration Expenses 373 381 253 179
Annual Administration Expenses 26,169 26,285 17,764 12,425 Total Annual Incidental Expenses $ 26,169 $ 26,285 $ 34,795 $ 20,583 TOTAL ANNUAL EXPENSES $ 304,622 $ 179,879 $ 227,528 $ 113,139 General Benefit Expenses (City Funded) (15,455) (4,168) (10,263) (8,870) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 289,167 $ 175,711 $ 217,265 $ 104,269
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ - $ (17,031) $ (8,158) Unfunded CIP/Rehabilitation Fund Collection - - (22,427) (8,180) Reserve Fund Transfer/Deduction (60,075) - - -
Additional City Contribution and/or Service Reductions - - (107,483) - Total Funding Adjustments / Contributions $ (60,075) $ - $ (146,941) $ (16,338) BALANCE TO LEVY $ 229,092 $ 175,711 $ 70,324 $ 87,931
DISTRICT STATISTICS
Total Parcels 741 3,260 1,104 1,260
Parcels Levied 695 3,047 1,070 1,191
Total Benefit Units 785.53 4,064.23 1,114.31 1,393.30
Full Special Benefit Cost Recovery Rate per EBU $368.12 $43.23 $194.98 $74.84 Authorized Maximum Assessment Rate per EBU $347.1759 $63.1107 $63.1107 $63.1107 Applied Assessment Rate per EBU $291.64 $43.23 $63.11 $63.11
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 600,609 $ 926,083 $ - $ 69,545 Collections / (Contributions) (60,075) - - 2,795
Estimated Ending Fund Balance $ 540,535 $ 926,083 $ - $ 72,340
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zones (A-4 through A-7)
* The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023 the ad valorem revenues are estimated to be $906,605 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Arterial Arterial Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone A-4 Zone A-5 Zone A-6 Zone A-7
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 21,414 $ 27,479 $ 18,723 $ 60,726 Contractual Services 77,127 100,518 66,025 215,649
Landscape Utilities 41,262 49,363 32,918 121,290
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 139,803 $ 177,361 $ 117,666 $ 397,665 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ - $ - $ 50,000 CIP & Rehabilitation Fund Collection - 24,136 16,004 53,585 Total CIP & Rehabilitation Funding $ - $ 24,136 $ 16,004 $ 103,585 Incidental Operational Expenses
Operational Reserve Funding $ - $ 17,736 $ 11,767 $ 39,767 City Administration/Professional Fees $ 23,189 $ 26,105 $ 18,257 $ 53,581 County Administration Fees 489 683 456 1,664
Miscellaneous Administration Expenses 348 392 274 804
Annual Administration Expenses 24,026 27,180 18,986 56,049 Total Annual Incidental Expenses $ 24,026 $ 44,916 $ 30,753 $ 95,816 TOTAL ANNUAL EXPENSES $ 163,828 $ 246,412 $ 164,423 $ 597,067 General Benefit Expenses (City Funded) (18,597) (21,940) (16,113) (35,706) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 145,231 $ 224,472 $ 148,310 $ 561,361
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ (17,736) $ (6,856) $ (39,767) Unfunded CIP/Rehabilitation Fund Collection - (13,588) - (53,585) Reserve Fund Transfer/Deduction - - - (90,184)
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ - $ (31,324) $ (6,856) $ (183,536) BALANCE TO LEVY $ 145,231 $ 193,149 $ 141,454 $ 377,825
DISTRICT STATISTICS
Total Parcels 2,849 3,010 2,189 5,370
Parcels Levied 2,764 2,895 2,035 5,003
Total Benefit Units 3,004.27 3,060.51 2,241.38 5,986.77 Full Special Benefit Cost Recovery Rate per EBU $48.34 $73.34 $66.17 $93.77 Authorized Maximum Assessment Rate per EBU $63.1107 $63.1107 $63.1107 $63.1107 Applied Assessment Rate per EBU $48.34 $63.11 $63.11 $63.11
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 461,139 $ 28,120 $ 7,602 $ 152,089 Collections / (Contributions) - 10,548 20,915 (90,184)
Estimated Ending Fund Balance $ 461,139 $ 38,668 $ 28,517 $ 61,905
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zones (A-8 and A-9), Arterial and Local Street Lighting * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023 the ad valorem revenues are estimated to be $906,605 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Arterial Local
Zone A-8 Zone A-9 Lighting Lighting
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 22,665 $ 44,504 $ 1,928 $ 5,783 Contractual Services 96,558 131,507 21,140 8,649
Landscape Utilities 29,128 115,709 - -
Lighting Electrical Service - - 168,912 769,488
Total Annual Maintenance Expenses $ 148,350 $ 291,721 $ 191,980 $ 783,920 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 50,000 $ - $ - $ - CIP & Rehabilitation Fund Collection 20,796 37,973 - -
Total CIP & Rehabilitation Funding $ 70,796 $ 37,973 $ - $ - Incidental Operational Expenses
Operational Reserve Funding $ 14,835 $ 29,172 $ - $ -
City Administration/Professional Fees $ 21,129 $ 31,078 $ 11,701 $ 21,528 County Administration Fees 721 1,082 611 2,416
Miscellaneous Administration Expenses 317 466 176 323
Annual Administration Expenses 22,166 32,626 12,487 24,267 Total Annual Incidental Expenses $ 37,001 $ 61,798 $ 12,487 $ 24,267 TOTAL ANNUAL EXPENSES $ 256,148 $ 391,492 $ 204,467 $ 808,187 General Benefit Expenses (City Funded) (12,861) (24,736) (61,340) (161,637) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 243,287 $ 366,756 $ 143,127 $ 646,550
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ (102,031) $ (215,225) Unfunded Reserve Fund Collection $ (14,835) $ (29,172) $ - $ - Unfunded CIP/Rehabilitation Fund Collection (20,796) (37,973) - - Reserve Fund Transfer/Deduction (54,841) - - -
Additional City Contribution and/or Service Reductions - (148,558) - - Total Funding Adjustments / Contributions $ (90,472) $ (215,703) $ (102,031) $ (215,225) BALANCE TO LEVY $ 152,814 $ 151,053 $ 41,096 $ 431,325
DISTRICT STATISTICS
Total Parcels 2,410 2,458 23,910 19,553
Parcels Levied 2,327 2,374 22,706 18,638
Total Benefit Units 2,421.40 2,393.48 25,679.64 21,145.65 Full Special Benefit Cost Recovery Rate per EBU $100.47 $153.23 $5.57 $30.58 Authorized Maximum Assessment Rate per EBU $63.1107 $63.1107 $1.6739 $21.5786 Applied Assessment Rate per EBU $63.11 $63.11 $1.60 $20.40
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 355,645 $ - $ - $ -
Collections / (Contributions) (54,841) - - -
Estimated Ending Fund Balance $ 300,804 $ - $ - $ -
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Traffic Signal Zones TS-1 through TS-3; and District Total * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2022/2023 the ad valorem revenues are estimated to be $906,605 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $61,382 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Traffic Traffic Traffic Total
BUDGET ITEMS Signals Signals Signals District
Zone TS-1 Zone TS-2 Zone TS-3 Budget
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 1,928 $ 28,144 $ 771 $ 1,076,652 Contractual Services 10,315 119,124 2,579 3,843,703
Landscape Utilities - - - 2,037,896
Lighting Electrical Service 6,141 80,380 1,530 1,026,451 Total Annual Maintenance Expenses $ 18,383 $ 227,648 $ 4,880 $ 7,984,702 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ - $ - $ 1,226,000 CIP & Rehabilitation Fund Collection - - - 776,324
Total CIP & Rehabilitation Funding $ - $ - $ - $ 2,002,324 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ 577,743
City Administration/Professional Fees $ 1,443 $ 10,592 $ 240 $ 910,079 County Administration Fees 59 715 15 32,691
Miscellaneous Administration Expenses 22 159 4 13,651
Annual Administration Expenses 1,524 11,466 259 956,421 Total Annual Incidental Expenses $ 1,524 $ 11,466 $ 259 $ 1,534,165 TOTAL ANNUAL EXPENSES $ 19,908 $ 239,114 $ 5,139 $ 11,521,190 General Benefit Expenses (City Funded) (9,954) (119,557) (2,570) (1,057,844) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 9,954 $ 119,557 $ 2,569 $ 10,463,346
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ (189) $ (2,857) $ (78) $ (370,150) Unfunded Reserve Fund Collection $ - $ - $ - $ (521,434) Unfunded CIP/Rehabilitation Fund Collection - - - (519,013) Reserve Fund Transfer/Deduction - - - (725,512)
Additional City Contribution and/or Service Reductions - - - (256,041) Total Funding Adjustments / Contributions $ (189) $ (2,857) $ (78) $ (2,392,150) BALANCE TO LEVY $ 9,765 $ 116,700 $ 2,491 $ 8,071,197
DISTRICT STATISTICS
Total Parcels 3,178 20,643 89
Parcels Levied 2,982 19,655 69
Total Benefit Units 3,562.27 21,600.41 516.96
Full Special Benefit Cost Recovery Rate per EBU $2.79 $5.53 $4.97 Authorized Maximum Assessment Rate per EBU $3.7878 $7.4778 $9.2130 Applied Assessment Rate per EBU $2.74 $5.40 $4.82
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ - $ - $ - $ 7,421,246
Collections / (Contributions) - - - (411,891)
Estimated Ending Fund Balance $ - $ - $ - $ 7,009,355
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part IV - Assessment Roll
Due to the number of parcels in the District, the Assessment Roll for fiscal year 2022/2023 (a listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk in an electronic format and is, by reference, made part of this Report.
The proposed Assessment Roll shall be available for public inspection in the City Clerk’s Office during normal office hours.
The Assessment Roll reflects all properties identified within the District and their assessment amount(s) for fiscal year 2022/2023. Each parcel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These records are, by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County Assessor's Office securing the final roll and generating tax bills for fiscal year 2022/2023.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Part V - Assessment Diagrams
The boundary of the Yorba Linda Street Lighting and Landscaping Maintenance District is coterminous with the City boundaries and consists of all lots, parcels, and subdivisions of land within the City of Yorba Linda. The following section contains various diagrams that show the boundaries of the Zones within the District that were previously identified and discussed. In addition to depicting the boundaries of the Zones within the District, some diagrams also show the location and extent of the landscape improvements within the Zone.
The parcels within each District Zone consist of all lots, parcels, and subdivisions of land within the boundaries as depicted by these diagrams and shall consist of, and be dictated by, the lines and dimensions as those lots, parcels, and subdivisions of land shown on the Orange County Assessor’s parcel maps for the current year, and by reference, the Orange County Assessor’s parcel maps are incorporated herein and made part of this Report. The following diagrams show the boundaries of the District Zones for fiscal year 2022/2023. These diagrams along with the Assessment Roll incorporated in this Report constitute the District Assessment Diagram for fiscal year 2022/2023.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
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Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Arterial Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Local Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Traffic Signal Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
Appendix A - Historical District Changes
In accordance with the 1972 Act, the Yorba Linda City Council had previously formed the following six (6) Maintenance Assessment Districts:
• Citywide Street Lighting Maintenance District No. 2, in 1979 • Landscape Maintenance No. 1, in 1980
• Landscape Maintenance No. 2, in 1980
• Landscape Maintenance No. 3, in 1981
• Landscape Maintenance No. 5, in 1988
• Landscape Maintenance No. 7, in 1990
These districts were formed to provide a means of funding the maintenance of public improvements including parkway side-panel and median landscaping, greenbelt and slope landscaping within residential developments, and the street lighting and traffic signal systems that benefited properties and developments within the City.
In order to continue to provide for the expenses and servicing of facilities within the boundaries of these districts and to reduce the administrative cost incurred in administering the districts, the City Council at their meeting of June 21, 1994, approved the consolidation of all the districts into a single city-wide consolidated district designated as the Street Lighting and Landscape Maintenance District.
Fiscal Year 1997/1998:
In response to the new procedures required by Proposition 218 (Prop. 218), which was approved on the November 1996 Statewide ballot and added Article XIII D to the California State Constitution, the City initiated steps to reorganize the District to reflect the special benefits associated with the improvements for each property in the District, commencing with the fiscal year 1997/1998. This reorganized District established a citywide Arterial Landscaping Zone, a citywide Arterial Street Lighting Zone, a non-contiguous Local Street Lighting Zone, three Traffic Signal Zones (TS-1, TS-2, and TS-3), and four Local Landscaping Zones (L-1, L-2, L-3, and L-4). As part of this District reorganization, notices and ballots were mailed to all property owners within the District, outlining the changes to the method of apportionment and the resulting assessment amount proposed for each property and that such assessments would include an annual inflationary adjustment (escalator) based on the Consumer Price Index (CPI).
On July 1, 1997, the ballot results were tabulated with eighty-three percent (83%) of the returned assessment ballots approving the assessment rates and annual inflationary adjustment.
Fiscal Year 2000/2001 - Fiscal Year 2003/2004:
In fiscal year 2000/2001, the City Council adopted a resolution establishing Local Landscaping Zone L-5 within the District. The boundaries of Zone L-5 include the area involved in the “Shell Reorganization” (RO 94-01) recorded October 15, 1996, under a Certificate of Completion by the Local Agency Formation Commission (LAFCO) of Orange County. Zone L-5 was created to fund the maintenance and servicing of slopes, parkway side-panels, median islands, trails, and greenbelt areas for the Vista Del Verde master planned project. Subsequently, various developing tracts adjacent to the original Zone boundaries were annexed into Zone L-5.
However, even with the annexation of additional territory, the overall number of housing units for the Zone was less than what was originally anticipated, but the area of landscaping to be maintained within the Zone increased. As a result, the annual assessments did not sufficiently account for the costs associated with the special benefits received by parcels within that Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
and in fiscal year 2003/2004, the City Council established Local Landscaping Zone L-5A (Vista Del Verde) over a portion of the original Zone L-5 in order to provide for the additional funds required to maintain the level of landscaping and special benefits to parcels within the Vista Del Verde project area. The new zone was formed in compliance with proceedings outlined in Article XIII D of the California State Constitution for the implementation of new or increased assessments. The remaining developments that were annexed into Zone L-5 after the original establishment of the Zone were not included as part of Zone L-5A and were not part of the balloting.
Fiscal Year 2012/2013:
A review, analysis and evaluation of the improvements and properties within Local Landscaping Zone L-2 was conducted and as a result of that analysis, this Local Landscaping Zone was reengineered to establish sixteen (16) Local Landscaping Zones (L-2A through L-2P) to more accurately identify the local landscaping improvements associated with the properties and the proportional special benefit derived from those improvements. While this restructuring of Zone L-2 did not increase the previously adopted maximum assessments allowed, the re-engineering did bring to light that to fully fund the maintenance and operation of the improvements that provide special benefit to properties within many of these newly established Zones, assessment increases may likely be warranted in the future.
Fiscal Year 2013/2014:
As part of an ongoing effort to clarify and ensure that the annual District assessments are consistent with the substantive provisions of the California Constitution Article XIII D and the provisions of the Landscaping and Lighting Act of 1972, in fiscal year 2013/2014 a similar review and analysis of the improvements and properties was conducted for Local Landscaping Zones L-1, L-3, L-4 and L-5. As a result of that review and analysis the following zone restructuring was implemented: Zone L-1 was split into three zones (L-1A, L-1B and L-1C); Zone L-3 was left unchanged; Zone L-4 was split into two zones (L-4A and L-4B); and Zone L-5 and L-5A were reorganized into three zones (L-5A, L-5B and L-5C).
In addition to the Local Landscaping Zone changes, an initial re-engineering of the Arterial Landscaping Zone was implemented establishing three arterial zones: Zone A-1 which generally included properties in the eastern portion of the City (east of Yorba Linda Boulevard); Zone A-2, which generally included properties and developments in the western and northern portion of the City that were within one of the Local Landscaping Zones (excluding Zones L-4A & L-4B); and Zone A-3 which includes all other properties not included within Zone A-1 or Zone A-2.
Fiscal Year 2014/2015:
In response to recommendations put forth by the Yorba Linda Landscape Maintenance Citizen Advisory Committee (LMCAC) established by the City Council and the recommendations of the City Council itself, additional changes and refinements to the District were implemented in fiscal year 2014/2015. These changes included:
➢ Local Landscaping Zone L-2B (originally established in fiscal year 2012/2013) was split into four smaller Local Landscaping Zones:
• the residential area east of Village Center Drive and south of Yorba Linda Boulevard (which was a large part of the original Zone) continued to be designated as Zone L-2B; • the area located north of Bastanchury Road and west of Village Center Drive was designated as Zone L-2Q;
• the area between Yorba Linda Boulevard and Bastanchury Road on the west side of Village Center Drive was designated as Zone L-2R; and,
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
• the remaining area located between Yorba Linda Boulevard and Bastanchury Road on the east side of Village Center Drive was designated as Zone L-2S. ➢ Local Landscaping Zone L-1B (originally established in fiscal year 2013/2014) was split into two smaller Local Landscaping Zones:
• the area east of Camino De Bryant Village between La Palma Avenue and the railroad tracks being designated as Zone L-1D; and,
• the residential area north of the railroad tracks on the west side of Camino De Bryant up to Meadow Land Drive, and then both sides of Camino De Bryant and Kodiak Mountain Drive remaining as Zone L-1B.
➢ The Arterial Landscaping Zone structure was modified to establish nine smaller more localized Arterial Landscaping Zones (Zones A-1 through A-9). These nine Zones were established based on the various landscape improvements segments being maintained as part of the arterial improvements, the streets where those improvements are located, and the properties and developments that are typically accessed by those streets and improvement areas.
Fiscal Year 2015/2016:
In fiscal year 2015/2016 the following District changes were implemented:
➢ Local Landscaping Zone L-1C (located east of Camino De Bryant at the end of La Palma Avenue and originally established in fiscal year 2013/2014) was physically bifurcated by a railroad right-of-way running east and west through the Zone. It was determined that the improvements on either side of this railroad right-of-way were substantially different enough to warrant the splitting of this Zone into two smaller Local Landscaping Zones. The residential area south of the railroad right-of-way was established as Zone L-1E with the remaining residential area north of the railroad right-of-way continuing to be designated as Zone L-1C.
➢ Local Landscaping Zone L–1D (originally established in fiscal year 2013/2014) and comprised of primarily Residential Single-Family properties was expanded to include the Non-Residential properties just west of the Zone and east of Via Lomas De Yorba East. It was determined that these Non-Residential properties (previously part of Zone L-1A) regularly utilize and access the trail and improvements within Zone L-1D and therefore receive similar and proportional special benefit from those improvements. Therefore, these Non-Residential properties were reclassified as part of Zone L-1D and removed from Zone L-1A.
➢ Local Landscaping Zone L-1A (originally established in fiscal year 2013/2014, and comprised of both Residential Single-Family and Non-Residential Developed properties), like Zone L-1C was physically bifurcated by a railroad right-of-way running east and west through the Zone with the area north of the railroad right-of-way being primarily Residential Single-Family and the area south of the railroad right-of-way being primarily NonResidential, but also having a 330-unit residential development. It was determined that the improvements being maintained for the Zone were the result of and directly associated with the developments north of the railroad right-of-way and the area south of the railroad rightof-way did not receive the same level of direct benefit from those improvements. Therefore, the area south of the railroad right-of-way (excluding the Non-Residential properties east of Via Lomas De Yorba East which were incorporated into L-1D as noted above) were detached from L-1A and established as Zone L-1F. The residential area north of the railroad right-of-way continued to be designated as Zone L-1A.
➢ Local Landscaping Zone L–2H (located in the central part of the City and originally established in fiscal year 2012/2013) is comprised almost entirely of developed residential properties, but physically bifurcated by Yorba Linda Boulevard. While the properties and landscape improvements both north and south of Yorba Linda Boulevard are very similar in
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2022/2023
nature, in order to make the Local Landscaping Zone structure more consistent with Arterial Zones this large local Zone was split into two Local Landscaping Zones with the residential area north of Yorba Linda Boulevard being established as Zone L-2T (being within Arterial Landscaping Zone A-5) and the residential area south of Yorba Linda Boulevard remaining as L-2H (being within Arterial Landscaping Zone A-9).
➢ In addition to the Local Landscaping Zone adjustments outlined above, the area commonly known as the Hidden Hills area (previously designated in 2014/2015 as part of Arterial Landscaping Zone A-1) was reassigned to Arterial Landscaping Zone A-3. Similar to some of the Local Landscaping Zone changes made, it was determined that the properties in the Hidden Hills area (located north of the railroad right-of-way) are accessed, utilize and benefit from the arterial streets and associated improvements within Zone A-3 rather than those streets and improvements within Zone A-1.
These preceding modifications to the District did not increase the maximum assessments previously authorized and approved for any parcel or the amount paid annually by any property owner and has not changed the nature or extent of the landscape maintenance services provided by the District. These changes are described in more detail in the sections of the Report that follow and the location and extent of both the improvements and boundaries of each of these Zones are shown in "Part V- Assessment Diagrams" of this Report.
Fiscal Year 2016/2017:
In fiscal year 2016/2017 the following District changes were addressed:
Prior to the writing of the fiscal year 2016/2017 Engineer’s Report, the City Council conducted Property Owner Protest Ballot Proceedings for increased assessments for twelve underfunded Local Landscaping Zones pursuant to the provisions of the California Constitution Article XIIID.
The twelve Local Landscaping Zones that were balloted included Zones L-1B, L-2A, L-2B, L-2C, L-2D, L-2E, L-2K, L-2L, L-2N, L-2P, L-4A, and L-5A. As a result of those protest ballot proceedings, Zones L-2B, L-2C, and L-2D approved the proposed increase to their maximum assessments and those approved new maximum assessment rates were implemented for fiscal year 2016/2017.
In the nine Local Landscaping Zones (L-1B, L-2A, L-2E, L-2K, L-2L, L-2N, L-2P, L-4A, and L-5A) that had a majority protest and the proposed assessment increases were not implemented, the City Council directed City staff to begin implementing steps to minimize service levels and reduce the overall cost of maintaining the improvements in each of those nine Zones over the course of fiscal year 2016/2017.
As a result of these planned service reductions for specified improvement areas, it was determined that the extent of the improvements to be maintained at regular services levels within the existing Local Landscaping Zone L-2E would be different for the residential properties on the west side of Village Center Drive as compared to the residential properties on the east side of Village Center Drive which had been collectively included in the same Zone because of the overall similarity in the improvements being maintained in those residential tracts. Therefore, for fiscal year 2016/2017 those residential properties and associated improvements on the east side of Village Center Drive were established as a new Local Landscaping Zone L-2U with the improvements and parcels on the west side of Village Center Drive remaining as Zone L-2E.
Fiscal Year 2017/2018:
In fiscal year 2017/2018 the following District changes were addressed:
After the approval of the fiscal year 2016/2017 District assessments and prior to the writing of fiscal year 2017/2018 Report, the City Council conducted Property Owner Protest Ballot Proceedings for increased assessments for four underfunded Local Landscaping Zones pursuant to the provisions of the California Constitution Article XIIID. The five Local Landscaping