Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 2023/2024 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 $68,040 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 $ 20,626 $ 30,519 $ 20,697 $ 66,866 Contractual Services 74,606 122,040 79,572 259,716
Landscape Utilities 44,918 53,735 35,812 132,011
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 140,150 $ 206,293 $ 136,082 $ 458,593 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 145,000 $ - $ - $ - CIP & Rehabilitation Fund Collection - 28,258 18,621 62,188 Total CIP & Rehabilitation Funding $ 145,000 $ 28,258 $ 18,621 $ 62,188 Incidental Operational Expenses
Operational Reserve Funding $ - $ 20,629 $ 13,608 $ 45,859 City Administration/Professional Fees $ 28,042 $ 33,651 $ 23,447 $ 68,890 County Administration Fees 940 805 534 1,769
Miscellaneous Administration Expenses 421 505 352 1,033 Annual Administration Expenses 29,403 34,961 24,333 71,692 Total Annual Incidental Expenses $ 29,403 $ 55,590 $ 37,941 $ 117,551 TOTAL ANNUAL EXPENSES $ 314,553 $ 290,141 $ 192,644 $ 638,332 General Benefit Expenses (City Funded) (19,941) (23,747) (17,420) (38,711) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 294,612 $ 266,394 $ 175,224 $ 599,621
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ (20,629) $ (13,608) $ (45,859) Unfunded CIP/Rehabilitation Fund Collection - (28,258) (9,628) (62,188) Reserve Fund Transfer/Deduction (90,892) (9,974) - (52,765) Additional City Contribution and/or Service Reductions - - - (32,847) Total Funding Adjustments / Contributions $ (90,892) $ (58,861) $ (23,236) $ (193,659) BALANCE TO LEVY $ 203,720 $ 207,533 $ 151,988 $ 405,963
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 $98.06 $87.04 $78.18 $100.16 Authorized Maximum Assessment Rate per EBU $67.8125 $67.8125 $67.8125 $67.8125 Applied Assessment Rate per EBU $67.80 $67.80 $67.80 $67.80
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 467,149 $ 16,071 $ 40,239 $ 52,765 Collections / (Contributions) (90,892) (9,974) 8,993 (52,765) Estimated Ending Fund Balance $ 376,257 $ 6,097 $ 49,233 $ -
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 2023/2024 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 $68,040 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 $ 23,228 $ 47,228 $ 1,995 $ 5,985 Contractual Services 103,863 150,511 22,271 9,675
Landscape Utilities 31,664 126,027 - -
Lighting Electrical Service - - 168,912 869,400
Total Annual Maintenance Expenses $ 158,755 $ 323,766 $ 193,178 $ 885,061 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 125,000 $ - $ - $ - CIP & Rehabilitation Fund Collection 22,230 42,264 - -
Total CIP & Rehabilitation Funding $ 147,230 $ 42,264 $ - $ - Incidental Operational Expenses
Operational Reserve Funding $ 15,876 $ 32,377 $ - $ -
City Administration/Professional Fees $ 26,162 $ 39,148 $ 14,324 $ 27,443 County Administration Fees 996 1,216 623 2,738
Miscellaneous Administration Expenses 392 587 215 412
Annual Administration Expenses 27,551 40,951 15,162 30,592 Total Annual Incidental Expenses $ 43,427 $ 73,328 $ 15,162 $ 30,592 TOTAL ANNUAL EXPENSES $ 349,412 $ 439,357 $ 208,340 $ 915,653 General Benefit Expenses (City Funded) (13,811) (26,691) (62,502) (183,131) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 335,601 $ 412,666 $ 145,838 $ 732,522
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ (99,861) $ (242,410) Unfunded Reserve Fund Collection $ (15,876) $ (32,377) $ - $ - Unfunded CIP/Rehabilitation Fund Collection (22,230) (42,264) - - Reserve Fund Transfer/Deduction (133,429) - - -
Additional City Contribution and/or Service Reductions - (175,723) - - Total Funding Adjustments / Contributions $ (171,535) $ (250,364) $ (99,861) $ (242,410) BALANCE TO LEVY $ 164,066 $ 162,302 $ 45,977 $ 490,112
DISTRICT STATISTICS
Total Parcels 2,406 2,458 23,910 19,549
Parcels Levied 2,321 2,374 22,702 18,632
Total Benefit Units 2,419.50 2,393.48 25,685.24 21,143.75 Full Special Benefit Cost Recovery Rate per EBU $138.71 $172.41 $5.68 $34.64 Authorized Maximum Assessment Rate per EBU $67.8125 $67.8125 $1.7987 $23.1862 Applied Assessment Rate per EBU $67.80 $67.80 $1.78 $23.18
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 320,673 $ - $ - $ -
Collections / (Contributions) (133,429) - - -
Estimated Ending Fund Balance $ 187,244 $ - $ - $ -
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 2023/2024 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 $68,040 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 $ 1,995 $ 29,129 $ 798 $ 1,136,575 Contractual Services 12,899 148,968 3,226 4,373,454
Landscape Utilities - - - 2,187,857
Lighting Electrical Service 6,141 80,380 1,530 1,126,363 Total Annual Maintenance Expenses $ 21,035 $ 258,477 $ 5,554 $ 8,824,249 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ - $ - $ 1,194,500 CIP & Rehabilitation Fund Collection - - - 881,379
Total CIP & Rehabilitation Funding $ - $ - $ - $ 2,075,879 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ 658,379
City Administration/Professional Fees $ 1,837 $ 13,525 $ 307 $ 1,148,727 County Administration Fees 69 816 18 36,147
Miscellaneous Administration Expenses 28 203 5 17,231
Annual Administration Expenses 1,933 14,544 329 1,202,105 Total Annual Incidental Expenses $ 1,933 $ 14,544 $ 329 $ 1,860,484 TOTAL ANNUAL EXPENSES $ 22,968 $ 273,021 $ 5,883 $ 12,760,612 General Benefit Expenses (City Funded) (11,484) (136,511) (2,941) (1,211,169) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 11,484 $ 136,510 $ 2,942 $ 11,549,443
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ (397,828) Unfunded Reserve Fund Collection $ - $ - $ - $ (632,624) Unfunded CIP/Rehabilitation Fund Collection - - - (641,306) Reserve Fund Transfer/Deduction - - - (897,303)
Additional City Contribution and/or Service Reductions - - - (334,296) Total Funding Adjustments / Contributions $ - $ - $ - $ (2,903,357) BALANCE TO LEVY $ 11,484 $ 136,510 $ 2,942 $ 8,646,085
DISTRICT STATISTICS
Total Parcels 3,178 20,643 89
Parcels Levied 2,982 19,651 69
Total Benefit Units 3,562.27 21,606.01 516.96
Full Special Benefit Cost Recovery Rate per EBU $3.22 $6.32 $5.69 Authorized Maximum Assessment Rate per EBU $4.0700 $8.0349 $9.8994 Applied Assessment Rate per EBU $3.24 $6.32 $5.70
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ - $ - $ - $ 7,021,423
Collections / (Contributions) - - - (631,475)
Estimated Ending Fund Balance $ - $ - $ - $ 6,389,948
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Part IV - Assessment Roll
Due to the number of parcels in the District, the Assessment Roll for fiscal year 2023/2024 (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 2023/2024. 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 2023/2024.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 2023/2024. These diagrams along with the Assessment Roll incorporated in this Report constitute the District Assessment Diagram for fiscal year 2023/2024.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Local Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Arterial Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Arterial Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Local Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Traffic Signal Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 2002/2003:
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
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 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 L2 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 L1, 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:
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
• 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,
• 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 Non-Residential, 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 right-of-way did not receive the same
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
level of direct benefit from those improvements. Therefore, the area south of the railroad rightof-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 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 XIII D.
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
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
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 XIII D. The five Local Landscaping Zones that were balloted for increased assessments included Zones L-2A, L-2K, L-2L, L-2N, and L-2P.
The protest ballot proceedings resulted in Zones L-2A, L-2L and L-2P approving the proposed increase to their maximum assessments and those approved new maximum assessment rates were reflected in the fiscal year 2017/2018 Report. In the remaining two Local Landscaping Zones (L-2K and L-2N), there was a majority protest for the proposed assessment increases and those proposed increases were not implemented. As a result of these majority protests, the City Council subsequently directed City staff to implement steps to minimize service levels and reduce the overall cost of maintaining the improvements in these two Zones.
In addition, the fiscal year 2017/2018 Report also incorporated the overall service level and cost reductions that had been implement for Local Landscaping Zones L-2E, L-2P, L-4A, and L-5A which were previously balloted for increased assessments but did not approve those increases.
The steps taken to reduce costs targeted specific improvement areas within each Zone. In many cases, various improvement areas previously being maintained through the District assessments were removed as Zone improvements, reducing the overall maintenance area within those Zones.
Additionally, in some Zones, reduced levels of maintenance were implemented in specific areas which may have include limited tree management such as tree removal for dead/diseased trees, weed abatement to meet fire clearance requirements, rodent control, and best management practices (BMP) installation for erosion control when necessary. These services were to be provided on an as-needed basis similar to the baseline servicing identified for establishing general benefit costs. The extent of the areas being reduced to the minimized maintenance service level and the areas that will continue to be maintained at regular services levels or at a modified service level was based on available assessment revenues and varied for each Zone.
On June 26, 2017, the property owners within Local Landscaping Zone L-1B approved a proposed new/increased assessment through a second Property Owner Protest Ballot Proceeding.
However, at the request of property owners in Zone L-1B, the new/increased assessments that was approved incorporated the elimination of specific improvement areas that had been previously maintained as part of the Zone improvements in order to reduce costs and associated assessment rate. The fiscal year 2017/2018 Report incorporated the improvements, budget, diagram, and assessments for Zone L-1B outlined in the Engineer’s Report prepared in connection with the new/increased assessment that was approved and adopted by the City Council at the conclusion of the Ballot Proceeding.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
Fiscal Year 2018/2019:
In fiscal year 2018/2019 the following District changes were addressed:
As part of the City’s ongoing efforts 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, and in part as a result of planned service reductions for specified improvement areas within the District, it was determined that the overall extent of the improvements to be maintained within the previously established Local Landscaping Zone L-2N (originally established in fiscal year 2013/2014), was different for the overall residential developments as compared to the non-residential properties on Eastside Circle near the entryway to the Zone on Esperanza Road (Esperanza Road/Hidden Hills Road). Therefore, as part of the fiscal year 2018/2019 annual report, the residential properties and development area east of Eastside Circle were established as a new Local Landscaping Zone L-2V and the remaining nonresidential properties accessed from Eastside Circle remained as Zone L-2N. While this reorganization of the Zone did not increase the previously adopted maximum assessments allowed, the new Local Landscaping Zone L-2V and new boundaries for Local Landscaping Zone L-2N provided a more accurate reflection of the proportional special benefits that properties received from the local landscaping improvements.
Although the reorganization into Local Landscaping Zone L-2V and the revised Local Landscaping Zone L-2N did not increase the previously adopted maximum assessments allowed, on May 1, 2018, the City Council initiated proceedings and declared its intention to expand the improvements and servicing (maintenance) for Local Landscaping Zone L-2V and to ballot the properties within Zone L-2V for a new or increased assessment. At the fiscal year 2018/2019 annual public hearing, the outcome of the ballot proceeding for Local Landscaping Zone L-2V was unknown and the Annual Engineer’s Report was adopted, approving the maximum assessments for both Zone L-2N and L-2V at the same previously authorized adjusted maximum assessment rate. Subsequently, at the August 7, 2018, public hearing for Zone L-2V, property owner ballots regarding the new/increased assessment were tabulated and majority protest did not exist. The City Council approved and adopted the new Maximum Assessment and fiscal year 2018/2019 assessment for Local Landscaping Zone L-2V which included a modified Assessment Range Formula (New inflationary adjustment) and by reference these changes to Local Landscaping Zone L-2V were incorporated into the Annual Report for fiscal year 2018/2019.
Fiscal Year 2019/2020:
In fiscal year 2019/2020 the following District change was implemented:
In fiscal year 2015/2016, the primarily non-residential development area within Local Landscaping Zone L-1A located north and northeast of La Palma Avenue, and south and southwest of the railroad right-of-way running east and west through Zone L-1A (originally established in fiscal year 2013/2014) was established as Zone L-1F with the residential developments north of the railroad right-of-way being retained as Zone L-1A. At that time, it was determined that the improvements being maintained within the original L-1A Zone were the result of and directly associated with the residential developments north of the railroad right-of-way and the properties in the new Zone L1F primarily received direct special benefit from just the arterial landscaping on La Palma Avenue and the properties within Zone L-1F were no longer assessed for local improvements. In fiscal
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
year 2019/2020 Local Landscaping Zone L-1F was dissolved pursuant to the provisions of the 1972 Act and any fund balance remaining in that Zone’s account was transferred and applied to the fund balance of Arterial Landscaping Zone A-1.
No other notable or consequential changes to the District and/or improvements were proposed or implemented for fiscal year 2019/2020.
Fiscal Year 2020/2021:
In fiscal year 2020/2021 the following District changes were implemented:
Pursuant to the provisions of the California Constitution Article XIII D the City Council conducted three separate Property Owner Protest Ballot Proceedings for new/increased assessments in three underfunded Local Landscaping Zones. The three Local Landscaping Zones that were balloted for increased assessments included Zones L-2G, L-4A, and L-2E. The separate protest ballot proceedings resulted in approval of new maximum assessments and new assessment range formulas (increased assessments) commencing in fiscal year 2020/2021 for Local Landscaping Zone L-4A on May 5, 2020, and for Local Landscaping Zone L-2E on May 19, 2020.
However, at the conclusion of the public hearing on February 18, 2020, for Local Landscaping Zone L-2G, the ballot tabulation resulted in a majority protest for the proposed assessment increase. Therefore, in accordance with previously adopted City Council policy, City staff began implementing steps to minimize service levels and reduce the overall cost of maintaining the improvements within Zone L-2G for fiscal year 2020/2021 including the vacation of specific landscaping easements on private property as outlined by the City Council policy.
At the Annual Intent Meeting on June 16, 2020, the City Council preliminarily approved the Annual Engineer’s Reported which reflected the proposed vacation of approximately 374,473 square feet of improvements (342,587 square feet of sloped/mostly-sloped area and 31,886 square feet of flat/moderately-sloped area) within Local Landscaping Zone L-2G, which reduced the overall maintenance costs for the Zone. However, as part of that approval, the City Council indicated it would delay the vacation proceedings if property owners within the Zone could garner sufficient petition signatures to re-ballot Zone L-2G for an increased assessment. Prior to the Public Hearing on July 21, 2020, the City received sufficient petitions to warrant the re-ballot of Zone L-2G and the Annual Engineer’s Report was revised to assume the postponement of the vacation process and reflect the continued maintenance of the existing Zone L-2G improvements. Subsequently, the City conducted a second Property Owner Protest Ballot Proceeding for a proposed new/increased assessment for Zone L-2G commencing in fiscal year 2021/2022. At the conclusion of the public hearing on November 17, 2020, the ballot tabulation resulted in a majority protest for the proposed assessment increase. Therefore, the City resumed proceedings to vacate specific landscaping easements on private property as soon as possible and implemented reductions in the levels of maintenance in specific areas as needed to reflect available assessment revenues including limited or modified tree management such as tree removal for dead/diseased trees, weed abatement to meet fire clearance requirements, rodent control, and best management practices (BMP) installation for erosion control when necessary. These services may be provided on an as-needed basis similar to the baseline servicing identified for establishing general benefit costs. The extent of any additional service level reductions as well as the specific locations and service level reductions are determined by the Public Works Director based on available assessment revenues and in accordance with City Council policy.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2023/2024
In addition, commencing with fiscal year 2020/2021, the landscaping and related improvements that are specifically associated with the Old Pomegranate Trail as well as the landscaping and related improvements adjacent to the Susanna Bixby Bryant Museum and Botanic Garden (previously maintained as part of Zone L-1D) were removed as District improvements. With the elimination of these improvements from the District, Local Landscaping Zone L-1D was reconfigured to include only those properties in proximity to the remaining landscape improvement areas within Zone L-1D and that receive a special benefit from those remaining improvements.
Fiscal Year 2021/2022:
In fiscal year 2021/2022, as part of the ongoing annual review of the improvements associated with each Zone, and to ensure consistency throughout the District, various improvement areas presented in “Part V- Assessment Diagrams” and the improvement descriptions in “Part I - Plans and Specifications” of the fiscal year 2021/2022 Report were updated to accurately reflect the landscaping areas and associated square footage currently being maintained in each landscaping Zone. As part of these updates, some improvement areas at the intersection of Valley View Avenue and Lakeview Avenue in proximity to Lakeview Elementary School, as well as on Bastanchury Road in proximity to Yorba Linda High School have been reclassified as arterial landscaping improvements rather than as local landscaping improvements. Also reflected were revised improvement areas to be maintained within Local Landscaping Zone L-2G commencing in fiscal year 2021/2022 after the second majority protest to increase the assessments in November 2020. These new improvement areas incorporated the elimination of the various vacated easements and service reductions necessary to bring the annual expenditures for L-2G in line with available revenues.
Fiscal Year 2022/2023:
In fiscal year 2022/2023, as part of the ongoing annual review of the improvements associated with each Zone, and to ensure consistency throughout the District, various improvement areas presented in “Part V- Assessment Diagrams” and the square footage discussed in the improvement descriptions in “Part I - Plans and Specifications” of the fiscal year 2022/2023 engineer’s report were updated to more accurately depict the landscaping areas and associated square footage being maintained by the LMAD. These modifications were not considered significant changes and for the most part involved minor updates to the maintained improvement areas previously depicted in the fiscal year 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 were updated.
No other notable or consequential changes to the District and/or improvements occurred since the adoption of the prior fiscal year’s engineer's report.