Yorba Linda City Council
May 21, 2024

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 8
Jesus “Freddie” Olmos | CEQA/NEPA Support
Education: BA, Environmental Analysis & Design, Minor in Urban & Regional Planning (University of California, Irvine, 1999) Years with ECORP: 18 Years
Certifications: Advanced NEPA Workshop (2020); Caltrans Environmental Compliance Training (2013)
Freddie’s brings 24 years of experience with California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) analysis and document preparation for government agencies and private clients. He has prepared and managed a variety of environmental documents, including Initial Studies/ Mitigated Negative Declarations (IS/MNDs), Environmental Impact Reports (EIRs), Environmental Impact Statements (EISs), Environmental Assessments (EAs), and Findings of No Significant Impact (FONSIs), including Programmatic and Addendum CEQA/NEPA documentation.

Relevant Experience
CEQA/NEPA and Caltrans Environmental Documentation for the Ontario Avenue Widening Project, Corona, CA. Project Manager for the CEQA IS/MND, NEPA CE, and associated technical studies. The City of Corona proposed a widening of Ontario Avenue at Interstate 15 (I-15) from the intersection of Ontario Avenue with Compton Avenue to the intersection of Ontario Avenue with State Street. The improvements were intended to address existing and future traffic deficiencies associated with existing and future commercial and residential development in the City. The City applied for a federal Rebuilding American Infrastructure with Sustainability and Equity (RAISE) Grant administered by the Caltrans Local Assistance Program. ECORP prepared the Natural Environment Study – Minimal Impacts (NES-MI), Air Quality/Greenhouse Gas Assessment, Noise Analysis Report, Phase I Environmental Site Assessment, Cultural Resources documents (APE, ASR, HPSR), and Paleontological Assessment. All documents were prepared per Caltrans’ Local Assistance Procedures Manual and Standard Environmental Reference in an expedited timeframe to meet funding requirements set by Caltrans and the RAISE Grant.

Adams Avenue Bicycle Facility/Adams-Pinecreek Intersection Improvement Project, Costa Mesa, CA. Project Manager. ECORP prepared the Preliminary Environmental Study (PES) form, NEPA Categorical Exclusion (CE), and CEQA Categorical Exemption (CE). The City received a federal Bicycle Corridor Improvement Program (BCIP) grant for the improvements. The improvements included the design and construction of pedestrian and bicycle improvements at the intersection of Adams Avenue and Pinecreek Drive to improve access to Orange Coast College.

Market Street Pedestrian and Streetscape Enhancements
Project, Long Beach, CA. Project Manager. ECORP prepared the PES and CEQA/NEPA CEs in addition to the supporting cultural resources documents (APE Map, ASR, HPSR, and Native American Consultation).

The City of Long Beach was awarded federal funds from a 2013 Metro Call for Projects Grant to improve roadway safety and mobility along a 1.9-mile stretch of Market Street.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 9
E. REFERENCES
DEA’s project managers develop long-lasting, sincere, collaborative relationships with their clients. We encourage you to contact the following references for their insight on the professional services of the DEA team.

Reference #1 Reference #2 Reference #3
Agency City of Hesperia City of Laguna Niguel City of Newport Beach Contact Person Dani Fox Jacki Scott Dave Webb
Telephone Number 760.947.1434 949.362.4337 949.644.3309 Description of Services [email protected] [email protected] [email protected] Comparable Contracts/Projects in the Last Five Years
Project Name Project Description Agency Cost
Project Manager Scope/Details (Size) Phase Start/End Date Main St. & Sultana St./Timberlane Ave.

Traffic Signal
Construction of a new traffic signal, roadway widening to accommodate left-turn pockets, curb & gutter, sidewalks, curb ramps, crosswalks, and lighting
City of Hesperia $389,914
Steven Anderson The City of Hesperia awarded DEA a contract to provide environmental clearance and design to construct a new traffic signal, striping and civil improvement at the intersection of Main Street & Sultana Street / Timberlane Avenue. The project includes the construction of the proposed improvements will enhance the safety of pedestrians walking along and crossing the roadways at the intersection, in addition to providing better movement of vehicular traffic through the intersection.

Final Design 2020/2023
Jefferson Boulevard Complete Streets
Project - Vermont to Western Avenue
Roadway improvement to promote access and mobility City of Los Angeles
$9.3M
Steven Anderson Roadway design, landscape architecture, traffic signal, striping, construction specifications, bid documents, engineer’s cost and quantity estimate, and Final PS&E
Planning & Final
Design
2020/2022
Soto Street Widening from Multnomah
Street to Mission Road
Roadway widening of Soto Street from Multnomah Street to Mission Road
City of Los
Angeles
$22.9M
Steven Anderson Alternatives analysis, roadway design, retaining wall design, and sidewalk/bicycle lane widening
Planning & Final
Design
2020/2022
Century Boulevard – Jordan Downs
Redevelopment Project
Roadway design of Century Boulevard from Grape Street to Alameda Street
City of Los
Angeles
$14.8M
Steven Anderson Roadway design, sewer plans, water plans, streetlight plans, traffic signal plans, storm drain improvement, landscape and irrigation design, and utility coordination
Planning & Final
Design
2020/2022
Balboa Boulevard Median
Improvements
Raised median modification from 12th Street to Medina Way (3,600’)
City of Newport
Beach
$2M
Marie Marston Design to modify median, signing and striping, improve landscape and irrigation, traffic control
Planning & Final
Design
2020/2022
South Highland Ave / Mango Ave
Intersection Traffic Signal Project
New signal at intersection and street widening (680’) City of Fontana $350,000 Marie Marston Design of traffic signal, lighting, street widening, signing, and striping, utilities, curb ramps
Planning & Final
Design
2020/2021

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 10
Project Name Project Description Agency Cost
Project Manager Scope/Details (Size) Phase Start/End Date Raymond Ave at Pico Street Intersection
Traffic Signal Modification
Traffic signal modification with intersection improvements and street narrowing (spot intersection location)
City of Pasadena $400,000
Marie Marston Design of traffic signal modification, signing and striping, traffic control, pedestrian detour, temporary traffic signal, temporary signing and striping
Final Design 2020/2021
Orange County Bikeway Loop
Segment D
Close bikeway gap between El Cajon Regional Riding and Hiking Trail and the La Floresta Trail, (3,550’)
County of Orange $9.5M
Marie Marston Design of WQMP, traffic signal modification, utilities, lighting, cost estimate
Planning & Final
Design
2020/2021
Fairview Street Widening Design and
Bridge Replacement
Street widening and bridge replacement from 9th to 17th Street (2,100’)
City of Santa Ana $22.5M
Marie Marston Design of geometrics, utility, river hydraulic and floodplain analysis, drainage study, ROW documents
Planning & Final
Design
2020/2021
Eastside 2 Parking Structure and East
Campus Drive Widening
Street widening (3,600’) and parking structure design California State University -
Fullerton
$43M
Marie Marston Structural design, roadway design and widening, pavement rehabilitation, curb, signing and striping, storm drain relocation, erosion control, grading, utility design and coordination, SWPPP, ADA compliance, plaza design, and construction support
Planning, Design
& Construction
Services
2019/2020
Archibald Street and Ramp Widening at
SR 60 Interchange
Street and ramp widening including adding a bike lane (4 ramps and 1,000’ on street)
SBCTA $9.6M
Marie Marston Design of utility, and stage construction, traffic handling Planning & Design
2015/2019
Pepper Avenue Street Extension New street extension (1300’) and new interchange (4 ramps) at SR- 210
SBCTA $18M
Marie Marston Design of geometrics, utilities, storm water (including 2 new infiltration basins), grading, 3 new signals
Planning, Design
& Construction
Services
2011/2018

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 11
F: PROJECT UNDERSTANDING, OVERVIEW AND APPROACH
Project Understanding
As stipulated in the RFP, the proposed project will widen Lakeview Avenue between Lemon Drive and Oriente Drive, to accommodate the addition of a second through lane and bike lanes in both directions. The project also includes associated right-of-way acquisition, street improvements, utility relocation, minor site restoration, environmental clearance and a new traffic signal at Lakeview Avenue and Oriente Drive.

The implementation of this project represents the culmination of the previous Lakeview Avenue RFP which included two phases of work. Phase 1 included various corridor improvements from Bastanchury Road to Oriente Drive (total length = 2000’ approx.) while Phase 2 included 35% design development work for the project segment between Oriente Drive and Lemon Drive (total length = 1000’ approximately).

Key Issues
KEY ISSUE #1: Right of Way Acquisition and Power Pole Relocation Challenge: Power pole relocations and coordination will be the single biggest issue facing this project. As such, it is worth considering a potential design solution that will achieve the operational objective of the project without the need for these actions.

Solution A: As an “outside-the-box” solution, it may be worth exploring the use of a chicane street design that would serve not only to minimize the need for extensive utility relocation but would also serve to reduce the potential for speeding that often occurs with the typical straight-line street design. Although the chicane street design is typically applied as a non-arterial traffic calming measure, the objective of the new “complete streets” design objectives, as put forth by the Federal Highway Administration (FHWA) and other regulatory agencies, is to bring forward the consideration of all design features that could ensure the safety for all modes of travel including those design features that might not typically be applied. Under the current 35 percent design plans it appears that the physical application of such a design is possible but given the unique nature of the design, a thorough evaluation of all design details would need to be completed to ensure that potential safety conflicts are fully explored. As such, DEA’s scope and schedule is tied to a recommendation of using a chicane street design in order to eliminate the need for utility relocation of the power poles and R/W purchases. This will also mitigate construction costs since the landscaping in front of the four properties will likely not need to be demolishing, will mitigate political/legal support from the council member and City attorney, and expedite the completion of the project.

Cross section of proposed improvements mitigating pole and R/W impacts.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 12
Solution B: If the chicane design discussed in solution A above is ultimately determined not to be possible then to ensure there is no delay, we will contact SCE, AT&T, and Time Warner immediately after we receive the notice to proceed from the City. We will see that coordination with the SCE local service planner is performed by either our team or the City and submit the power pole relocation request application, required documentation/ CADD drawings per SCE Standard, updated utility base map showing the adjacent utilities around and proposed relocated power pole locations, and the 100% project plans. We will perform potholing for the relocated power pole locations and adjacent potential conflicting utilities to ensure the power pole relocation will be clear of adjacent utilities. Based on our updated utility base map and the potholing results, we will determine the final locations of the relocated power poles and show them on the 100% plans so that SCE will know the preferred locations and can start their design accordingly. During the potholing, we will contact Dig Alert and have them layout the existing underground utilities near the power pole final locations to ensure there are no conflicting utilities. Then, we will meet with SCE planner at the site and show the final power pole locations to him to expedite the SCE design process. Our experience on previous projects has seen this process take up to 18 months while the City secures a design and construction contract with the utility agency and coordination on the relocation of the poles relative to the City’s final design. In addition, these agencies are resource constrained and can take time to secure meetings, get approvals and designs. This resource issue is more critical as the poles will be the last element to start final design and the first to be constructed since the corridor cannot be widened until these are moved.

KEY ISSUE #2: Lakeview Avenue and Oriente Street Traffic Signal Design Challenge: To implement a typical traffic signal design, the project would need to execute a right of way acquisition (ROWA) process that often takes considerable time to navigate and complete. To minimize the impact of this process on the project, it may be worth considering an alternative solution that utilizes the existing available right-of-way to provide the signal.

Solution: To minimize the role of the ROWA process for this improvement, DEA would work with the City to pursue a design alternative that would take full advantage of the existing available ROW at the northeast, northwest, and southwest corners of the intersection to build a majority of the traffic signal so that the City can operate the signal with or without right of way acquisition. For example, we will propose an ultimate signal pole (27-4-100 pole) and mast arm (45’ long) at the southwest corner for the southbound traffic. The signal mast arm will have one left turn indication serving the southbound left turn and one through indication serving two southbound through movement. While the ROW issue remains in process, the southbound left turn indications can remain covered until the ROWA process is completed. Ultimate street crossing conduit and transitional pull boxes will be pre-installed at the current southeast corner for the future transitioning from current curb return to future curb return with right of way acquisition. If this alternative solution is acceptable to the City, then the City will not need to bear the traffic signal equipment and foundation replacement cost in the future and will not need to wait for completion of right of way acquisition to implement the signal.

KEY ISSUE #3: WQMP Permanent BMPs
Challenge: The proposed project will incur an additional impervious surface above the threshold, requiring permanent treatment alternatives for the small additional pollutant. Since the existing drainage systems will be sufficient to handle the increase in runoff, with no drainage improvements planned for the project, the treatment BMP(s) will need to be incorporated into the project in some other creative way.

Solution: The proposed WQMP will provide the City with information on the amount of water quality volume and/or flow will need to be treated.

We will then analyze the City’s current permanent BMPs which would meet the needs of this project and could be effortlessly designed into the final plans for either Phase 1 or 2, or perhaps both. The solution could be an existing catch basin fitted with infiltration chambers, or possibly curb opening biofiltration options such as those recently installed on Lakeview Avenue south of Lemon Drive.

KEY ISSUE #4: Mitigating Impacts to Lakeview Avenue/Lemon Drive Intersection Challenge: Providing a smooth transition to Lakeview Avene southbound of Lemon Drive while establishing that the proposed corridor is fully ADA compliant.

Solution: Reviewing the intersection, it appears all curb ramps are ADA compliant. DEA will review the intersection to verify they meet current ADA and PROWAG, in particular the spacing to the current signals. Since DEA does not anticipate pole relocations or a new intersection layout, we are only recommending the re-installation of loops on the north side of Lemon Drive since this section of the street will be repaved. In order to save cost, the new loops would be shown on the signing and striping sheets.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 13
KEY ISSUE #5: ADA Compliance and Crossings at Oriente Drive Challenge: Spacing issues and a driveway constraint on the northwest corner make the current crossing layout challenging to achieve with the current spatial requirements.

Solution: Moving the crosswalk across Lakeview to the
southern portion of the intersection provides more space for ADA accessible ramps and sufficient pad spacing for pedestrian push buttons, while mitigating impacts to the driveway. Additionally, this provides some greater freedom to locate the 17’ mast arm on the north side of the street, which is critical with the major spatial constraints due to the power pole that cannot be moved.

KEY ISSUE #6: Environmental Document – IS/MND
Challenge: With the passage of Senate Bill (SB) 743, the new environmental review standards require projects to consider their potential to increase vehicle miles travelled (VMT) as opposed to vehicle delay. As such, projects that include the “Addition of through lanes…”, would likely lead to a measurable and substantial increase in vehicle travel and thus, require mitigation. The City will want to properly address this issue during the environmental review phase.

Solution: In accordance with CEQA (Public Resources Code Sections 21000-21177) and pursuant to Section 15063 of Title 14 of the California Code of Regulations (CCR), if the City of Yorba Linda, acting in the capacity of Lead Agency, finds that there is no evidence that the project may cause a significant effect on the environment, the Lead Agency shall find that the proposed project would not have a significant effect on the environment and shall prepare a Negative Declaration (or Mitigated Negative Declaration) for the project. While there is still some ambiguity on this discussion at the State level, other jurisdictions within the Orange County Traffic Analysis Model (OCTAM) Region have applied this discretion to transportation projects that serve an already approved General Plan objective, particularly those projects that are less than a mile in length, since these types of projects would not generally result in substantial changes to the travel demand patterns in the OCTAM and thus are considered minor modifications.

Project Approach
Scope of Work
Below is the scope of work on providing the required services described in the RFP.

TASK 1.0 – SIGHT RECONNAISSANCE
Kick-Off Meeting and Project Development Team (PDT) Meetings:

Upon the receipt of the notice to proceed, a kickoff meeting would be held with the team members and City to establish the key contacts, design directives protocol, discuss issues, and confirm objectives and schedule of deliverables. We also expect to establish a bi-weekly project development team (PDT) meetings schedule to discuss and develop the 65% and 100% PS&E.

Research and Assemble Existing Data: During the proposal phase of the previous project RFP, the city provided a number of available items including:
• Lakeview Street improvement record drawings as prepared for the Melia Homes development
• Geotechnical, infiltration data, and soils report for the Melia Homes development
• Utility facility maps (AT&T, SCE, Charter, YLWD)
In addition to these data sets and the 35% design work that was completed through the previous RFP, we will work with the City to assess what additional data may be needed and ascertain if existing records for said data are available.

Field Verification: We will conduct a site visit and take photographs to thoroughly document the existing conditions for our design. We will confirm changes that may have occurred within or adjacent to the project limits and verify if the roadway rehabilitation limits are still appropriate. The site visit will include verification of the existing roadway features and surface utilities by comparing with the City provided survey data/drawing, obtaining measurements for existing roadway features and striping lane widths. We will document potential physical constraints, limitations, or infrastructure concerns to consider in the final design. Special attention will also be given to affirming the potential private property impacts and ROW acquisition likely to be required if necessary.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 14
We also understand from the previous RFP that the City has met with the affected utility owners. We will review the available facility maps and verify they are correctly mapped on the existing plans. We understand three power poles (as mentioned in the RFP, but we only found two SCE poles in the field), which also have AT&T and Charter on them, will require re-location. We will confer with Dig Alert regarding the sweeps and service laterals. We will also contact Dig Alert and have them layout the existing underground utilities near the power pole final locations.

Then, we will meet with SCE planner in the site and mark up the final power pole locations for them in order to expedite the SCE design TASK 2.0 – UTILITY LOCATING AND VERIFICATION
As per the previous RFP, should it be necessary to pursue utility relocation, we understand the City will be assisting in utility notifications and coordination for SCE power pole relocations and AT&T and Charter/Time Warner facilities atop the poles. We will obtain copies of the facility maps from City to verify locations, types, and sizes of the utilities. Vertical information is likely unavailable on the maps. At a minimum, horizontal information collected will be used to verify the existing utility locations shown on the City provided utility drawing in AutoCAD format. We will update the utility base maps if needed. Once shown on the base maps, we or the City will forward these to the utility companies for verification. Comments received from the utility owners will be incorporated into our plans.

If necessary, we will perform potholing for the relocated power pole locations and adjacent potential conflicting utilities to verify the power pole relocation will be clear of adjacent utilities. Based on our updated utility base map and the potholing results, we will work with SCE on the final locations of the relocated power poles and show them on the 100% plans so that SCE will know the preferred locations and can start their design accordingly.

DEA’s subconsultant Aztec will perform vacuum excavation to find four utility facilities on Lakeview Ave. All locations are in the roadway in asphalt. As part of the restoration, we assume that the city will require half-sack slurry backfill material at each location. Our team will core the asphalt and after backfill is placed replace the core using a waterproof concrete adhesive. Should the city require other, more extensive repairs, a cost can be provided for the additional labor and materials. The pothole crew will have a professional traffic control company provide traffic control plans to be approved by the city, as well as labor and equipment for control of traffic at each location. It is assumed that the city will provide a no cost permit for this effort.

For the deliverable, Aztec will provide an excavation form for each of the four proposed locations accompanied by a summary sheet of the entire project. Each report will include a rough sketch of the location of the hole, the size, type, and ownership of the facility. DEA’s survey team will come by after the pothole have been excavated to perform a one day survey of the vertical and horizontal locations for incorporation into the base map.

TASK 3.0A – TOPOGRAPHIC SURVEY & ROW RESEARCH
We will thoroughly review the topographic survey and ROW research compiled under the previous RFP to determine if any additional survey work is needed. If needed, any additional data will be thoroughly documented and incorporated in the final base map.

As stipulated in the RFP, we will order five title reports (we only noticed five properties that could be affected based on the 35% signing and striping plans) for affected properties on the east side of Lakeview Avenue and prepare plans and legals for anticipated acquisitions.

DEA’s survey team has accounted for legal and plat descriptions for five parcels. The legal descriptions are assumed to be simple type descriptions requiring a small effort. The legal descriptions will be signed by a California Licensed Land Surveyor and includes one round of revisions. Additional right of way activities including title reports, appraisals, negotiation, outreach to property owners, escrow, right of way certification, and any other supplemental certification forms are not a part of this scope.

DEA’s survey team has allocated budget for a one day field visit to perform survey at the join condition locations with the existing base map; however, the team did not include budget to fully review and validate the entire survey and the base map. We trust the survey was performed by the standards set forth with industry standards of care, the City of Yorba Linda’s requirements, and the American Congress on Survey and Mapping and National Society of Professional Surveyors and as such would adopt it as the project survey and basemap augmented with additional join locations survey.

TASK 3.0B – GEOTECHNICAL INVESTIGATION
Like the survey and right-of-way review task, we will thoroughly review the geotechnical work that was completed under the previous RFP to determine if additional investigation work is needed. Since DEA does not anticipate recommendations for the pavement sections above what is already shown in the 35% plans, and there is no need for any retaining walls or sound walls, DEA will reference the geotechnical evaluation prepared by GeoTek dated August 16, 2021 for these improvements. The preliminary pavement design recommendations in Section 5.7 of the report will be followed for street cross sections.

TASK 4.0 – ENVIRONMENTAL DOCUMENTATION – IS/MND
ECORP will prepare an IS/MND using the approved checklist format from the City or Appendix G of the CEQA Guidelines. ECORP will write a description of the Proposed Project, including the location of the Project Area (including a Project map), a brief description of the environmental setting, an identification of environmental effects using the above referenced checklist format, a brief substantiation of the checklist entries, and a list of references and preparers.

After receipt of one set of integrated, non-conflicting comments on the Administrative Draft IS/MND from the City, ECORP will revise the IS/MND accordingly. The revised IS/MND will be provided to the City in track-changes for ease of review and as a “clean” version. After the City approves the document for public circulation ECORP will prepare the State Clearinghouse Environmental Summary Form and Notice of Completion (NOC). ECORP will distribute the Notice of Intent (NOI) to those listed on an agency/interested party distribution list provided by the City.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 15
A Cultural Resources Assessment, Air Quality/Greenhouse Gas and Noise Assessment will be conducted for the project.

For Cultural Resources, the team will perform a records search, field visit and historic building review and prepare significant evaluations of the homes. A technical report documenting the methods and results of the records search, archival research and evaluation. The report will include a brief summary of the environmental setting and the ethnographic, prehistoric, and historical background of the project area. The analysis of air quality and greenhouse gas (GHG) emissions will quantify short-term (i.e., construction) and long-term (i.e., operational) emissions generated by the proposed Project using the latest version of the California Emissions Estimator Model (CalEEMod) modeling software. CalEEMod is a statewide land use emissions computer model designed to quantify pollutant emissions associated with operations from a variety of land use projects.

For efficiency and to reduce costs, ECORP proposes to evaluate potential air quality and GHG emission-related impacts in the body of the Initial Study. The analysis will be supported by modeling documentation, which would be included as an attachment to the Initial Study. Project criteria air pollutant and GHG emissions will be compared to the thresholds of significance promulgated by the South Coast Air Quality Management District (SCAQMD), including SCAQMD’s recommended Localized Significance Thresholds (LSTs).

The Project Noise Analysis will be incorporated directly into the body of the Initial Study. The analysis would be supported by modeling documentation, which would be included as an attachment. The applicable noise standards for the Project area (i.e., City of Yorba Linda General Plan Noise Element and Municipal Code Chapter 8.32, Noise Control) will be reviewed and discussed as these standards will be the basis for the Project impact determination and whether mitigation is necessary. In order to establish the existing ambient noise levels currently experienced in the Project vicinity, a site visit will be conducted, and short-term noise level measurements will be taken in the Project Area. The noise monitoring survey will be conducted at up to three separate locations to establish baseline noise levels.

Consultation with California Native American tribes under Assembly Bill 52 (AB 52) is the responsibility of the CEQA lead agency. However, ECORP can assist the City with the consultation process.

First, ECORP will coordinate with the City to determine which tribes have submitted general requests to consult under AB 52. AB 52 requires that each group that has requested consultation will be contacted by letter to provide them with information about the project and ask if they wish to consult with the agency. ECORP will draft the letter for the City and submit the draft letter to the City electronically. We have assumed that the City staff will print the letters on agency letterhead, obtain the required internal signatures, and mail the letters to the tribes and individuals named on the list within 14 days of determining that the project application is complete, as required by AB 52. For tribes that respond within 30 days with a request to consult, ECORP will assist the City in initiating consultation. Consultation must be initiated within 30 days of receiving the written request to consult. ECORP will assist the City by arranging meeting times for consultation or field visits.

Native American consultation meetings will be led by City staff with technical assistance from ECORP. ECORP will document the consultation process and comments discussed and advise the City on how to come to a conclusion to the consultation, as specified by AB 52. For costing purposes, ECORP assumes that no on-site meetings will occur as part of the AB 52 process.

After comments have been addressed in the CEQA document as appropriate, or a robust administrative record has been assembled to document unsuccessful attempts to consult with one or more tribes under AB 52, ECORP will draft an AB 52 conclusion letter for the City to send to the tribes. The letter will summarize the consultation efforts under AB 52, the comments received, and the measures taken to address those comments. If any comments are not reasonable or feasible to address, then the letter will also state why that is the case. The purpose of the letter is to officially conclude the AB 52 consultation and close out the administrative record, thereby demonstrating compliance.

ECORP assumes that the City will maintain an administrative record documenting all AB 52 Consultation activities and results.

TASK 5.0 – DESIGN
This task includes the preparation of the 65% and 100% design plans along with project estimates, including utility relocation for the signal at Oriente. Based on the updated survey map, we will review and check the design and CAD work prepared under the previous RFP to determine if the original design remains feasible with the updated survey reflecting the current conditions.

Please note that all impacts to the private properties are intended to be shown on the civil sheets – no additional sheets are anticipated except for the details discussed in this scope.

Plans shall fit City of Yorba Linda standard “Title Block” sheet. Specific design details will include curb ramp details at the Oreinte Drive/ Lakeview Avenue intersection and BMPs as stated in the WQMP and street cross sections. We anticipate the following sheet count:

Civil
Sheet
Cover 1
Cross Sections / BMPs 1
Curb Ramp Detail 1
Plan / Profile 2
Utility Sheets 2
BMP 1
Total Sheets 8
Traffic
Sheet
Signing/Striping 2
Signal (Single Phase) 1
Total Sheets 3

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 16
We will prepare technical specifications using the latest APWA “Greenbook” 2021 and consistent with current City format in Microsoft Word. The specifications will include a utility work window.

The engineer’s quantity and cost estimate will be prepared in Excel spreadsheet. The estimate will show quantities and unit prices for each work item along with appropriate mobilization and contingency costs including utility adjustments, tie out and resetting of survey monuments, record and filing of corner records for the monuments. We will research the latest unit prices available and consult with the City on specific prices and use our own information from other recent bids as well as City of Yorba Linda and other cities’ cost data as available to ensure the unit prices are current.

Review comments from the 65% and 100% submittal will be addressed and responses will be provided in a matrix format. After the 100% comments, DEA will respond and finalize any outstanding comments from the City.

TASK 6.0 – PUBLIC OUTREACH EXHIBITS
We will assist the City with the preparation of right-of-way exhibits and/ or renderings on affected properties for outreach purposes to show the location of impacts and type of acquisitions requested. As part of DEA’s support, we will join the City for at least one public meeting and virtual meeting (if needed) to summarize the impacts and respond to any questions. As part of the support for right of way impacts, we have assumed two meetings to meet with homeowners on discussing site impacts to any right-of-way takes.

TASK 7.0 – WATER QUALITY MANAGEMENT PLAN
A WQMP for a public agency street project will be required per the County of Orange due to the project having more than 5,000 square feet of new or replaced paved surface.

The project is within the Santa Ana Region in the North Orange County Permit “Area, Hydrologic Area Lower Santa Ana River, Sub-Area #801.15, in the Lower San Gabriel River Watershed Subwatershed. Receiving water, Carbon Creek, is not listed on the TMDL 303(d) list. The WQMP requires implementation of United States Environmental Protection Agency (USEPA) guidance, “Managing Wet Weather with Green Infrastructure: Green Streets” Manual (Green Streets) in a manner consistent with the maximum extent practicable (MEP) standard.

Recommended storm water treatment could be a combination of landscaped biofiltration planters, street trees, infiltration devices and biofiltration vault. The City would choose the preferred treatment BMP option(s) to be incorporated in the final WQMP and project plan.

Percolation Test for Permanent Infiltration BMP (for WQMP):

To initiate the percolation data and tests, Converse will coordinate access to each project site, conduct site reconnaissance to observe surface conditions and mark boring locations, notify Underground Service Alert (USA) at least 48 hours prior to drilling to clear the boring locations of conflict with underground utilities, and schedule augering equipment for planned explorations.

The proposed subsurface exploration program will consist of drilling a total of three to five exploratory borings in non-hardscape areas alongside Lakeview Avenue. The borings will be advanced to depths of 5 feet below the existing ground surface (bgs).

The purpose of the explorations is to obtain subsurface information to identify the types and distribution of soils on-site and conduct percolation testing. The borings will be advanced using a hand-auger.

Soils will be continuously logged and classified by the geologist/ engineer in the field by visual examination in accordance with the Unified Soil Classification System.

Percolation testing will be performed to obtain water infiltration rates of the on-site soils. The data will be used to determine the feasibility of stormwater infiltration. Percolation testing is proposed to be conducted at two boring locations. The depths of the percolation tests will range from 0 to 3 feet below the existing ground surface. Upon completion of the percolation tests, the pipes will be removed from the bore holes and backfilled with cement grout.

Data obtained from the exploratory borings, percolation testing, and laboratory testing will be evaluated to develop geotechnical recommendations which will be presented in a formal report. The report will include the description of on-site soils and field exploration methods utilized, depth to groundwater (if encountered) and historical groundwater depth, percolation rates of surface soils and discussion of likely rates of percolation for similar soils.

A separate BMP sheet will be placed in the civil set to provide locations and details of BMPs to be installed on site.

OPTIONAL FEES

RIGHT OF WAY SERVICES
Research and Investigation
All Preliminary Title Reports will be reviewed, along with underlying documents of the impacted parcels. Any findings, such as reciprocal easements, restrictive covenants, land-sale contracts, licenses, defects in chain of title, non-released liens, etc., which could have a design and/or cost impact on the City’s ability to obtain property rights, will immediately be brought to the attention of the Project Team, along with recommended resolutions. In conjunction with the preliminary review of legal public records, Paragon will perform Project area field inspections to determine whether any obvious or subtle physical impediments or “challenges” exist. Findings may include non-conforming building set-backs, illegal encroachments, the presence of hazardous waste or material, non-permitted use of property, etc. .

Appraisal and Acquisition
Appraisal reports will be prepared for the necessary rights to be acquired for the project. Valuations will include a determination of the Highest and Best Use of Properties, an analysis and determination of the “larger parcel” (as defined by: Use, Contiguity, Common Ownership) as well as severance damages to partial acquisitions,

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 17
if needed. Appraisal reports will be used to establish the fair market value and become the basis for the determination of Just Compensation set by the City.

Acquisition services will be performed in accordance with the Uniform Relocation and Real Property Acquisition Act (49 CFR Part 24); the California Relocation Assistance and Real Property Acquisition Guidelines (Title 25, California Code of Regulations), as applicable.

The acquisition agent will personally meet and negotiate in good faith with each property owner, or their agent or representative, at appointed times convenient for them to present offers, explain the acquisition process, and gather information to obtain the required executed documents. Our acquisition agent will maintain a parcel diary of all pertinent information and contacts made with respect to the acquisition negotiations. All executed documents (acquisition agreements, executed deeds, etc.) will be promptly transmitted to the City for acceptance and processing. We will include a report summarizing the pertinent data relative to the transaction.

Escrow Coordination services will include facilitating the entire process of escrow for the affected properties in the project, from opening to closing of escrow. Services include a review any additional documents required to ensure that the City is acquiring good and equitable title to the properties to be acquired, such as conveyance deed, deed restrictions, liens, encumbrances, title chains, etc. At close of escrow, the agent will ensure that the escrow company prepares and submits to the City and grantor the escrow closing statement, record all conveyance deeds, release of liens, and encumbrances.

TRAFFIC COUNTS – RESEARCH TRAFFIC DATA
In the event additional traffic data is required for other scope areas such as the Air Quality study, Noise Assessment, traffic index or validation of an alternative design, DEA has put a place holder of $1,500 to obtain traffic count data along Lakeview, Lemon and/or Oriente..

ALTERNATIVE CHICANE LAYOUT
In the event the City wants to reduce the R/W impacts, DEA recommends reviewing an alternative alignment via the use of a chicane street design that would serve not only to minimize the need for extensive utility relocation but would also serve to reduce the potential for speeding that often occurs with the typical straight-line street. Under the current 35 percent design plans, it appears that the physical application of such a design is possible but given the unique nature of the design, a thorough evaluation of all design details would need to be completed to ensure that potential safety conflicts are fully explored. Working with the City, DEA’s traffic team will develop conceptual layouts of the alternative design addressing elements such as geometric alignment, right of way impacts, connection to the project extents and utility impacts.

FINALIZE ALTERNATIVE SCOPE AND EXTENTS
In order to validate the layout for the final design phase, DEA will develop an Alternative Analysis Memo that includes conceptual layouts of the alternatives and cost/benefits relative to the 35% design. DEA will update and finalize the analysis after one round of formal comments from the City.

ADDITIONAL PRIVATE PROPERTY TRANSITIONS
There are existing walls located on private property that may require removal. As an optional fee, DEA will provide details on how to cut or move these walls per the request of the homeowners. There may be one structural wall required for the grade separation between two properties. In the event there is a wall greater than 4’ in depth, we would use a Caltrans standard retaining wall (likely a Type 1 from the 2023 Caltrans Standard Plans) to address the separation. If during the civil layout we need a wall less than 4’ in height, we will work with the City and homeowners on a satisfactory landscape wall solution (stem wall) that will minimize maintenance. We do not intend to perform structural calculations, do a wall type selection report or design a customized retaining wall that would require a permit.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 18
Project Management
The success of this project depends on close coordination and communication among the project team and the City’s designated staff. Coordination with the City (communication plan) and providing adequate staff resources (human resources plan) are the key components to maintaining project schedule adherence. At DEA we practice our methods of client and team communication throughout our firm, and we facilitate communication beginning with our Project Management Plan (PMP), which describes project scope, schedule, expectations, milestones, quality assurance procedures, and method and extent of project deliverables. We develop a PMP document and process as a first step in all significant projects that DEA performs, and we present it to all team member as well as the client. The PMP will serve as valuable tool to communicate expectations and facilitate successful project delivery. This is the type of project that falls in DEA’s “wheelhouse” in its call for civil engineering and traffic design.

Management Team’s Experience
The project manager, Steven Anderson, will be the main point of contact for the duration of the contract and will provide project controls, coordination, and scheduling of the project delivery teams in close coordination with all subconsultants. Steven’s efforts will include tracking the project progress and permitting requirements, advising the City of the schedule status, and coordinating with outside agencies and companies. Quality reviews will be coordinated by the program manager and the quality assurance/quality control (QA/QC) manager, Eddie Guerrero, and will include technical and cursory reviews of deliverable documents prepared by the DEA team. The contract manager will prepare and submit monthly progress reports summarizing the actual work performed, project issues, and status of the project schedule and budget. At minimum, the reports will reflect the following:
• Highlights of accomplishments
• Current project status and schedule updates
• Actual versus scheduled percentages complete by task
• Explanation of schedule deviations
• Accomplishments planned for next reporting period
Project Management Fundamentals
The following elements will be central to our project management. • Effective communication with the City’s project manager accomplished through regular meetings, proper documentation, and QC measures
• Control of project scope, schedule, and budget through internal coordination
• Early identification and resolution of project issues • Proactive management of critical path items and regular updates to the schedule
• Weekly and monthly progress reports that clearly identify project progress and problems to be resolved
• A clear and logical filing system, with information readily available for the City
• A SharePoint site available to exchange information, project deliverables, and comments between the City and the consultant team
City Resources
The RFP has identified the following items as reference documents to be provided by the City:
• 35% Design Plans
• Geotechnical Memo
• Topographic Survey
• Traffic Counts,Crash Data,Traffic Projections
Additional Services
The following services can be provided if needed to finalize the layout and scope elements determined during the Alternative Analysis in Task 2:
• Potholing
• AB 52 Consultation
• Traffic Counts /Traffic Research
• Coordination with SCE on utility relocation
• Percolation Testing for BMPs
• R/W Cost Estimation
• R/W PTRs, Appraisals and Reviews
• R/W Offers and Negotiations
• R/W Certification and Close-out
Project Controls
DEA’s project management practices emphasize efficiency and costeffectiveness. DEA’s creative solutions and diverse experience in civil and transportation engineering provide us with the ability to fully exercise the breadth of planning and design best practices which allows us to achieve project completions on time and within budget.

To further distribute resources more efficiently, each major deliverable has a designated project lead and a plan for team members to cross check and provide interdisciplinary reviews. Keeping the project on schedule is critical, and the milestones for each task can only be accomplished by and experienced team with staff who are knowledgeable in the specific processes that the RFP tasks will require and by providing adequate resources to ensure that the execution of each task is completed in the shortest amount of time possible.

Quality Control/Quality Assurance (QA/QC)
DEA’s Quality Management Plan (QMP) is an essential element in our approach to deliver a project that meets or exceeds our client’s needs.

Eddie Guerrero, PTE, our QA/QC manager has overall responsibility and authority to implement the QA/QC program, including resource and training needs, approving the QMP, documentation, and monitoring progress. The terms “quality assurance” and “quality control” are often used interchangeably, but DEA clearly distinguishes these concepts as follows:

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 19
Quality Assurance (QA)
QA is an overall program that establishes project related policies, procedures, standards, guidelines, and systems aimed at producing and acceptable level of quality in our products. These are things we do continuously before, during, and upon completion of specific project deliverables to confirm we understand what is required of our deliverables and that those requirements are met. But most importantly, it’s the things we do during the process like setting and communicating standards and verifying requirements, among others. The goal is to do things right the first time by verifying that the project requirements are clearly defined and communicated. The QA program is the responsibility of all DEA team members, with particular emphasis and responsibility for technical aspects resting with the task leaders.

Quality Control (QC)
QC are project-specific activities consistently applied to assist with quality project deliverables. The objective of DEA’s QC program is to detect and eliminate major defects in project work products and limit minor defects consistent with commonly accepted standards. This is accomplished through the application of continuous checks and comprehensive reviews prior to each delivery milestone adopting the 30-60-90 percent review. We believe that this procedure will increase QC, attention to project controls, and target budgets. The QC program is project specific (technical review, accuracy review, interdisciplinary review, constructability review) and is implemented under the authority of the QA/QC manager.

Eddie Guerrero has extensive experience with delivering large capital improvement projects and will use this expertise to verify that the project will be completed on time and on budget. Eddie will meet with the project team bi-weekly to review plan design and discuss quality reviews of plans, utility information, details, and accuracy of the design. Comments resulting from the QC process will be provided to the City upon request and included in the final set of deliverables.

Value Engineering
The team is focused on maximizing project dollars and the community’s return on investment for Lakeview. DEA team’s Value Engineering (VE) process is a systematic and organized approach aimed at optimizing the functions of the project by balancing performance, cost, and other critical factors such as complexity of Right-of-way (ROW) acquisition, cost, political challenges and the time it takes to complete a transaction. When undertaking a highway improvement project that involves ROW acquisition, the significance of Value Engineering becomes particularly pronounced, especially when cost constraints, and the negotiation process pose a major challenge to the likelihood of delivering the project within budget and schedule.

In this context, DEA involves a meticulous analysis of the City’s design standards and explore possible exceptions to those guidelines to identify areas where costs can be minimized without compromising essential functions or safety standards. Examples of these design exceptions are minimizing amount of ROW necessary by narrowing down the lanes to minimum allowable width, modifying the median island and the left turn channelization, and or modifying other facilities, such as sidewalks and parkways. The intent is to strike a delicate balance between achieving project goals and ensuring costeffectiveness and timeliness.

To achieve this, DEA’s team will conduct a value engineering process of including Decision-Analysis, Design Charrettes, Risk Analysis, Constructability Reviews and Safety Analysis through close consultation with the City’s Project Manager, decision makers and other agency stakeholders who will have input in the approval process.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 22
Sub Markup 1.05
Burdened Hourly Rate $282.11 $338.02 $291.24 $275.18 $151.75 $248.32 $119.56 $130.00 $170.00 $365.00 $270.00 $125.69 Task 1 $25,320

1.1 4 21 4 16 45 $11,756 $11,756

1.2 2 10 4 16 $4,423 $4,423

1.3 14 6 11 $2,414 $2,414

1.4 33 2 2 10 $2,714 $2,714

1.5 25 14 21 $4,014 $4,014
Task 2 $74,492

2.1 6 36 15 $3,764 $3,764

2.2 2 10 12 $1,872 $1,872

2.3 2 16 18 $2,589 $2,589

2.4 4 14 4 22 $3,955 $3,955

2.5 2 20 6 28 $4,428 $4,428

2.6 2 4 683 23 $5,904 $12,745 $19,287

2.7 683 17 $4,750 $4,750

2.8 16 62 19 97 $17,750 $17,750

2.9 2 2 $676 $10,255 $11,444

2.1O 4 6 20 30 $4,654 $4,654
Task 3 $63,396

3.1 24 6 $1,916 $3,650 $5,749

3.2 3 12 15 $2,835 $16,800 $20,475

3.3 1 1 $338 $4,975 $5,562

3.4 3 3 $1,014 $5,100 $6,369

3.5 3 3 $1,014 $8,900 $10,359

3.6 13 4 $1,164 $4,300 $5,679

3.7 1 1 $338 $5,000 $5,588

3.8 2 2 $676 $2,800 $3,616 Survey Project Manager Survey Project Assistant Senior Survey Technician Administrative Draft IS/MND and Project Description
Distribute Draft IS/MND (includes NOI and NOC)
Final IS/MND and Mitigation Plan (MMRP) - including NOD Technical Analysis - Cultural Resources Assessment
Technical Analysis - Air Quality / Greenhouse Gas Assessment Technical Analysis - AB 52 Consultation
Environmental Clearance
Kickoff Meeting, Environmental Scoping and Agency Consultation Utility Documentation and Conflict Matrix
Site Visits (2)
Coordination with SCE pole relocation
Review As-Builts and Geotechnical Report
Review Previous Utility Information
Task Description
Project Design Team Meetings with City (3 submittal and bi-weekly) Internal Team Meetings
Project Management Plan - Quality Management Plan
Kick-off, Initial Scope and Schedule
Monthly Reporting and Administrative
Project Management, Coordinating and Administration
Review Existing Base Map

TOTAL FEE DEA

TOTAL PROJECT FEE
Paragon (R/W)
Aztec (Potholing)
Traffic Signal -
Rob Kilpatrick
Marie Marston -
Steven Anderson -
Project Manager
PIC
Armen Ware -
Marga Rosso -
Admin Support
Utilities

TOTAL HOURS DEA
Final Design Analysis and Clearance
ECORP (Environmental)
Civil Design -
Ryan Williams
Newport Traffic (Traffic
Counts)
Eddie Guerrero -
QA/QC Manager
2 Person Crew
Converse (geotech)
Drainage -
Francois
Zugmeyer
Technical Analysis - Noise Assessment
Potholing (4 potholes)
Validate Join Condition
Right-of-Way Services - Legal Descriptions and Exhibits (5 properties) Percolation testing for BMPs (2 tests)
David Evans and Associates - Detailed Labor and Fee Breakdown City of Yorba Linda
Lakeview Avenue Widening Between Lemon Drive and Oriente Drive

SECTION V -COMPENSATION / PAYMENT FEE SCHEDULE

COST PROPOSAL

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 23
Burdened Hourly Rate $282.11 $338.02 $291.24 $275.18 $151.75 $248.32 $119.56 $130.00 $170.00 $365.00 $270.00 $125.69 Survey Project Manager Survey Project Assistant Senior Survey Technician Task Description

TOTAL FEE DEA

TOTAL PROJECT FEE
Paragon (R/W)
Aztec (Potholing)
Traffic Signal -
Rob Kilpatrick
Marie Marston -
Steven Anderson -
Project Manager
PIC
Armen Ware -
Marga Rosso -
Admin Support
Utilities

TOTAL HOURS DEA
ECORP (Environmental)
Civil Design -
Ryan Williams
Newport Traffic (Traffic
Counts)
Eddie Guerrero -
QA/QC Manager
2 Person Crew
Converse (geotech)
Drainage -
Francois
Zugmeyer
Task 4 $13,137

4.1 2 24 26 $4,318 $4,318

4.2 55 10 $3,146 $3,146

4.3 33 6 $1,888 $1,888

4.4 36 6 15 $3,785 $3,785
Task 5 $83,995

5.1 9 3 88 20 24 144 $25,106 $25,106

5.2 6 2 32 36 76 $16,879 $16,879

5.3 2 1 412 19 $3,889 $3,889

5.4 4 2 40 10 12 68 $11,923 $11,923

5.5 3 1 16 18 38 $8,440 $8,440

5.6 1126 10 $2,090 $2,090

5.7 5128 16 $3,746 $3,746

5.8 2 1 4 24 31 $7,534 $7,534

5.9 2 1 16 4 23 $4,389 $4,389
16 132 25 68 340 58 100 16 74 16 25 14 884
$4,514 $44,619 $7,281 $18,712 $51,596 $14,403 $11,956 $2,080 $12,580 $5,840 $6,750 $1,760 $182,090 $51,525 $0 $10,255 $0 $12,745 $260,342 1 $950 $950
2 $1,200 $1,200
$2,150 $2,150
$184,240 $262,492
Task 6

6.1 2 2 $676 $1,330 $2,073

6.2 2 2 $676 $19,850 $21,519

6.3 3 3 $1,014 $18,660 $20,607

6.4 0 $0 $8,160 $8,568

6.5 4 6 10 $2,039 $1,500 $3,614

6.6 4 10 24 6 44 $9,396 $9,396

6.7 3 8 10 3 24 $5,606 $5,606

6.8 4 35 39 $6,663 $6,663
$26,072 $0 $1,500 $48,000 $0 $78,047
Additional Private Property Transitions
TOTAL ESTIMATED FEE FOR ENGINEERING, ENVIRONMENTAL SUPPORT AND FINAL ENGINEERING (without optional items)

TOTAL LABOR
Mileage
Finalize Alternative Scope and Extents
Alternative Chicane Layout
100% Impovement Plans - BMP sheet
Other Direct Costs

OPTIONAL ITEMS
65% Improvement Plans - Title, Details, Civil and Utility Base Public Outreach
Homeowner meetings on site impacts
65% Cost Estimate and Technical Specifications
TOTAL LABOR (Optional Items)
Right-of-Way Services - Cost Estimate
Traffic Counts - Research Traffic Data
If Needed Additional Support
Right-of-Way Services - PTRs and Appraisals (4 properties) Right-of-Way Services - Offers, Negotiation, Escrow and Closeout Right-of-Way Services - Meetings
Meeting #1 with City (if necessary)
Develop Outreach Materials
Final Design Phase
Collateral/Printing

SUBTOTAL
100% Improvement Plans - Signal, Signing and Striping
65% Improvement Plans - Signal, Signing and Striping
100% Resolution and Final Submittal
100% Cost Estimate and Technical Specifications
Total Hours
Water Quality Management Plan
Meeting #2 virtually (if necessary)
100% Improvement Plans - Title, Details, Civil and Utility Base

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 20
RFP Scope of Services (Section IV)
Please see appendix for the RFP’s scope of services.

City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
14 SECTION IV

SCOPE OF SERVICES

PROJECT DESCRIPTION
Lakeview Avenue between Lemon Drive and Oriente Drive is currently a two-lane arterial highway.

Per the City’s General Plan Circulation Element and the 2022 Master Plan of Arterial Highways (MPAH), Lakeview Avenue has an ultimate configuration as a four-lane secondary arterial highway. This project would improve this segment to meet the City’s General Plan Circulation Element and MPAH designation. Oriente Drive is not on the MPAH.

The proposed roadway layout is provided per the attached preliminary plan. These preliminary plans were developed to a 35% level and will be made available in CAD format to the selected firm. In order to accomplish the widening project, partial right of way acquisition will be needed from adjacent residential properties. Widening will also require utility relocations, rebuilding private project join conditions, and installation of new traffic signal at Lakeview Avenue and Oriente Drive.

The project is currently programmed in the City’s Capital Improvement Program (CIP). The City has been awarded OCTA M2 Comprehensive Transportation Program Funds (CTFP) funds for engineering design and environmental phases of the project. Once the design and environmental documents are complete, additional funds for right of way and construction will be pursued.

Services Requested:

1.0 Site Reconnaissance
Consultant shall conduct a field reconnaissance visit to scope out project limits, verify impacts, and identify any items of concern. The field reconnaissance visit should be performed with special attention to the private property impacts and partial right of way acquisitions that will be required.

2.0 Utility Locating & Verification
Consultant shall prepare utility notifications upon project award. Consultant shall review available facility maps and verify the alignment (and depths, if applicable) of all overhead & underground utilities within the project limit. Consultant is expected to provide utility locating services.

Consultant shall prepare a pothole report of findings, a utility exhibit identifying affected utilities and relocations, and utility base map for design purposes. Known facilities within the area include, but not limited to:
• City storm drain
• Southern California Edison
• Southern California Gas
• Time Warner Cable
• AT&T
• OC Sanitation District
• Yorba Linda Water District (sewer & water)

3.0 Topographic Survey & Right-of-way Research
Topograhpic survey has been performed at 30-ft intervals and will be provided to the selected firm

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 25
City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
15 (includes right-of-way, parcel lines, centerline, gutter, top of curb, flowline, back of sidewalk, driveways, power poles, ADA ramps, fences, and trees) Consultant shall order up to 7 title reports for affected properties on the east side of Lakeview Avenue and prepare plats and legals for anticipated acquisitions.

3.0 Geotechnical Investigation
Previous geotechnical evaluation was performed and included as an attachment to this RFP. If Consultant believes any supplemental geotechnical investigation is needed, please provide scope and basis for the supplemental evaluation.

4.0 Environmental Document – IS/MND
Consultant shall prepare an Initial Study/ Mitigated Negative Declaration for the project. Tasks should include all technical studies and protocol surveys required for approval and impacts to adjacent properties as part of right-of-way acquisition. CEQA determination will be performed and coordinated with City’s Planning Department. Consultant shall include efforts to participate in typically anticipated public meetings as required as part of the regulatory process.

5.0 Design
Consultant shall prepare 65%and 100% level plans, specifications, and estimates for the project.

Estimates shall include costs for any utility relocations and right-of-way acquisitions. • Scope shall include complete plan set required for construction bid documents, including but not limited to street improvements, utility disposition, landscape and irrigation restoration, traffic signal installation, signing & striping, and erosion control. • Street Improvements include roadway widening, realignment of curb and gutter, landscaped raise medians as necessary, ADA facilities, retaining walls, driveway & sidewalk reconstruction to join existing facilities.
• It is expected that Consultant will schedule Project Design Team (PDT) meetings biweekly with City team to coordinate and review submittal comments. • Final Design (65% & 100% Submittals) - Consultant shall prepare 65% & 100% contract documents including street improvement plans, engineer’s estimate of probable costs, and specifications.

6.0 Public Outreach exhibits
Consultant shall assist the City with preparation of right-of-way exhibits and/or renderings on affected properties for outreach purposes. City staff will attend outreach meetings with property owners. Consultant may be required to attend one public meeting with City (plus an additional virtual meeting) and incorporate any comments/ revisions into design.

7.0 Water Quality Management Plan
Consultant shall determine project category and applicability of a Water Quality Management Plan (or equivalent document) utilizing green streets and low-impact development (LID) principles to meet Santa Ana Region MS4 requirements.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 26
City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
16 DELIVERABLES
The proposal should include a milestone schedule of the deliverables noted below. • Utility mapping/ pothole report of conduit alignments and depths • Survey files (topography, DTM)
• Right-of-Way exhibits, plats & legals, title reports
• Environmental Document (IS/MND anticipated)
• 65% Submittal – Plans, Specifications, and Opinion of Probable Construction Cost (PDF, Excel, AutoCAD files)
• 100% Submittal – Final Signed Plans, Specifications, and Opinion of Probable Construction Cost (PDF, Excel, AutoCAD files)
• Record drawings in electronic format (AutoCAD 2020 files) • Right-of-way/ Public Outreach exhibits for affected properties • Priority/Non-priority Water Quality Management Plan

CITY RESPONSIBILITIES
The City is providing the following reference documents:
• 35% Design Plans
• Geotechnical Memo
Standards of Work
CONFLICTS / DESIGN EXCEPTIONS. In case of conflict, ambiguities, discrepancies, errors, or omissions, Consultant shall submit the matter to City for clarification. Any work affected by such conflicts, ambiguities, discrepancies, errors or omissions which is performed by Consultant prior to clarification by City shall be at Consultant's risk and expense.

DELIVERABLE DOCUMENTS. Deliverables shall be prepared in English units and in conformance with the latest editions of applicable standards.

REFERENCE MATERIALS. The Consultant shall make use of additional reference material as appropriate. Consultant shall also be responsible for ensuring the most recent version of all reference materials are used, including any addenda and errata.

City of Yorba Linda | LAKEVIEW AVENUE WIDENING BETWEEN LEMON DRIVE AND ORIENTE DRIVE DAVID EVANS AND ASSOCIATES, INC. PAGE 21
H. PROJECT SCHEDULE
ID Task Name Duration Start Finish Predecessors
1 Lakeview Avenue between Lemon and Oriente 187 days? Mon 5/6/24 Tue 1/21/25 2 Notice to proceed (NTP) - (Tentative Council Award Date + 2 weeks) 0 days Mon 5/6/24 Mon 5/6/24 3 Project Management 186 days Mon 5/6/24 Mon 1/20/25
4 Bi-Weekly Project Design Team Meetings 171 days Mon 5/27/24 Mon 1/20/25 23 Monthly Progress Report and Meeting with City 156 days Thu 5/23/24 Thu 12/26/24 32 Kickoff Meeting 1 day Mon 5/13/24 Mon 5/13/24 2FS+1 wk 33 Project Management Plan (Schedule, QA/QC, Risk Register, Work Plan, Project Controls)
4 wks Mon 5/6/24 Fri 5/31/24 2
34 Identify Stakeholders 1 wk Tue 5/14/24 Mon 5/20/24 32 35 Finalize Communication Register and PMP 3 days Mon 6/3/24 Wed 6/5/24 33 36 Final Design Analysis and Clearance 185 days? Tue 5/7/24 Tue 1/21/25 37 Review Existing Documentation and Obtain Topographic Base Map 3 wks Tue 5/7/24 Mon 5/27/24 2FS+1 day 38 Site Investigation 1 day Mon 5/20/24 Mon 5/20/24 37FF-5 days 39 Utility Coordination and Mapping 3 mons Tue 5/21/24 Mon 8/12/24 34 40 Alternative Chicane Layout 60 days Tue 5/28/24 Mon 8/19/24 41 Develop Conceptual Layout 15 days Tue 5/28/24 Mon 6/17/24 37 42 City Reviews and Provides Feedback 3 wks Tue 6/18/24 Mon 7/8/24 41 43 DEA Updates Layout 2 wks Tue 7/9/24 Mon 7/22/24 42
44 City Validates Scope and Extents 3 wks Tue 7/23/24 Mon 8/12/24 43 45 Finalize Chicane Layout 1 wk Tue 8/13/24 Mon 8/19/24 44 46 CEQA 12 wks? Tue 8/20/24 Mon 11/11/24
47 Administrative Draft IS/MND 8 wks Tue 8/20/24 Mon 10/14/24 45 48 City Review 2 wks Tue 10/15/24 Mon 10/28/24 47
49 Distribute Draft IS/MND 2 wks Tue 10/29/24 Mon 11/11/24 48 50 Public/Agency Review 30 days Tue 11/12/24 Mon 12/23/24 49 51 Respond/Review and Finalize IS/MND and MMRP 4 wks Tue 12/24/24 Mon 1/20/25 50 52 Notice of Determination (NOD) 0 days Tue 1/21/25 Tue 1/21/25 51 53 Cultural Resources, Air Quality and Noise Studies 8 wks Tue 10/29/24 Mon 12/23/24 48 54 Public Outreach 12 days Tue 11/12/24 Wed 11/27/24
55 Meeting #1 with City 1 day Tue 11/12/24 Tue 11/12/24 59FS+1 wk 56 Meeting #2 virtually 1 day Wed 11/27/24 Wed 11/27/24 55FS+2 wks 57 Final Design Phase 110 days Tue 8/20/24 Tue 1/21/25
58 Utility Potholing 4 wks Tue 8/20/24 Mon 9/16/24 45
59 Develop 65% PS&E 8 wks Tue 8/20/24 Mon 10/14/24 45
60 Draft Water Quality Management Plan 3 wks Tue 9/24/24 Mon 10/14/24 59FF 61 City reviews 65% PS&E 3 wks Tue 10/15/24 Mon 11/4/24 59 62 Respond to 65% Comments 2 wks Tue 11/5/24 Mon 11/18/24 61 63 Develop 100% PS&E 6 wks Tue 11/5/24 Mon 12/16/24 61
64 Final Water Quality Management Plan 1 wk Tue 12/17/24 Mon 12/23/24 63 65 City reviews 100% PS&E 3 wks Tue 12/17/24 Mon 1/6/25 63 66 Respond to Comments and Finalize Plans 2 wks Tue 1/7/25 Mon 1/20/25 65 67 Submit Final PS&E 0 days Tue 1/21/25 Tue 1/21/25 66
68 69 Desired Completion Date - Nine Months After NTP 9 mons Mon 5/6/24 Fri 1/10/25 2 5/6
1/21
1/21
May Jun Jul Aug Sep Oct Nov Dec Jan Feb
Qtr 3, 2024 Qtr 4, 2024 Qtr 1, 2025
2025
Task
Split
Milestone
Summary
Project Summary
External Tasks
External Milestone
Inactive Task
Inactive Milestone
Inactive Summary
Manual Task
Duration-only
Manual Summary Rollup
Manual Summary
Start-only
Finish-only
Deadline
Progress
Manual Progress
City of Yorba Linda

Appendix - Proposal Forms & Scope of Services

City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
20 NON-COLLUSION AFFIDAVIT
The undersigned represents and certifies that:

1. This Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization or corporation.

2. This Proposal is genuine and not collusive or sham.

3. The Proposer has not directly or indirectly induced or solicited any other Proposer to put in a false or sham proposal and has not directly or indirectly colluded, conspired, connived, or agreed with any other Proposer or anyone else to put in sham proposal or to refrain from submitting to this RFP.

4. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price or to fix any overhead, profit or cost element of the proposal price or to secure any advantage against the City of Yorba Linda or of anyone interested in the proposed contract.

5. Proposer affirms that all statements contained in the Proposal and related documents are true and correct.

6. Proposer has not directly or indirectly submitted the proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay any fee to any person, corporation, partnership, company, association, organization, RFP depository, or to any member or agent thereof to effectuate a collusive or sham proposal.

7. Proposer has not entered into any arrangement or agreement with any City of Yorba Linda public officer in connection with this proposal.

8. Proposer understands that collusive bidding is a violation of State and Federal law and can result in fines, prison sentences, and civil damage awards.

I declare under penalty of perjury pursuant to the laws of the State of California and the United States that the foregoing facts are true and correct.

Executed this ______ day of ______, 2024, at ________________, California. ________________________________
Signature of Authorized Representative
________________________________ __________________________________ Name of Authorized Representative Title of Authorized Representative 9th Feb Tustin
Steven Anderson, PE, LEED AP, ENV SP, LSIT, PMP Project Manager

City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
21 CONSULTANT’S ACKNOWLEDGEMENT OF COMPLIANCE

WITH INSURANCE REQUIREMENTS FOR

AGREEMENT FOR PROFESSIONAL SERVICES
Consultant agrees, acknowledges, understands and is fully aware of the insurance requirements as specified in Section 5, Insurance Requirements of the attached sample Agreement for Professional Services and hereby accepts all conditions and requirements as contained therein.

Consultant:

Name (Please Print or Type)
By:

Consultant’s Signature & Title
Date:

Steven Anderson, PE, LEED AP, ENV SP, LSIT, PMP | Project Manager David Evans and Associates, Inc.

February 9, 2024

City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
22 CERTIFICATION OF PROPOSAL

TO THE CITY OF YORBA LINDA
The undersigned hereby submits its proposal and agrees to be bound by the terms and conditions of this Request for Proposal (RFP). By signing the Certification of Proposal and submitting a proposal to the City in response to this Request for Proposals, the Proposer hereby represents and certifies that:

A) No elected or appointed official, officer, or employee of the City has been or shall be compensated, directly or indirectly, in connection with this proposal or for any work connected with this proposal; should any agreement be approved in connection with this Request for Proposals (“Agreement”) no elected or appointed official, officer, or employee of the City, during the term of his/her service with the City, shall have any direct or indirect financial interest in the Agreement, or obtain any present, anticipated, or future financial interest or other material benefit arising therefrom;
B) No elected or appointed official, officer, or employee of the City shall have any financial interest, direct or indirect, in the Agreement nor shall any such official, officer, or employee participate in any decision relating to the Agreement which effects his/her personal financial interest or the financial interest of any corporation, partnership, or association in which they are, directly or indirectly, interested in violation of state law; C) The Proposer and its principals do not have now, nor shall it acquire any financial or business interest that would conflict with the performance of services under the Agreement; D) Proposer shall represent and certify that it does not and will not discriminate against any employee or applicant for employment because of race, religion, gender, color, national origin, sexual orientation, ancestry, material status, physical condition, pregnancy or pregnancy related conditions, political affiliation or opinion, age or medical condition; E) By submitting the response to this request, Proposer agrees, if selected, to furnish services to the City in accordance with this RFP;
F) Proposer has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the Proposer and that the Proposer is responsible for them;
G) It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City; H) The proposal response includes all of the commentary, figures and data required by the Request for Proposal, dated _______.
1 of 2
1/8/24

City of Yorba Linda
Professional Engineering Consulting Services for the

LAKEVIEW AVENUE WIDENING BETWEEN

LEMON DRIVE AND ORIENTE DRIVE
23 I) The proposal shall be valid for 180 days from the due date of this RFP.

Name of Proposer:

By:
(Authorized Signature)
Type Name:

Title:

Date:
2 of 2
David Evans and Associates, Inc.

Steven Anderson, PE, LEED AP, ENV SP, LSIT, PMP
Project Manager
February 9, 2024

www.deainc.com

PUBLIC WORKS DEPARTMENT
DATE: MAY 21, 2024
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: REJECTION OF BIDS FOR CITYWIDE TREE TRIMMING SERVICES

RECOMMENDATION
It is recommended that the City Council reject all bids received for Citywide Tree Maintenance Services within the City of Yorba Linda.

BACKGROUND
The City currently contracts for Citywide Tree Maintenance Services which include service responsibility areas within the Local Landscape Maintenance Assessment District, Public Works and Parks and Recreation departments. This contract encompasses all maintenance pruning as well as incidental tree management services such as inventory maintenance and emergency response duties. The current service agreement is set to expire on June 30, 2024, with no preapproved term extension renewals available. In order to ensure continuity of service City staff advertised replacement services. The bid package included a proposed agreement term for such work to take effect on or about July 1, 2024.

DISCUSSION
City staff reviewed the solicitation documents, updated quantities, and contract specifications before advertising an invitation for bids in March 2024. Upon completion of the solicitation period for the packages on April 23, 2024, the City received bids from three (3) tree maintenance contractors. Each bid was reviewed and tabulated to ensure correct figures were displayed. Bids were received in total bid amounts as follows:

Bid Result Table
Bidder Total Bid Amount
Great Scott Tree Service, Inc. $2,697,935.00
Mario’s Tree Service, Inc. $2,848,330.00
West Coast Arborists, Inc. $2,879,150.00
Upon analysis of the bid results, staff determined it is in the City’s best interest for Council to reject all bids received for the Citywide Tree Maintenance Services. Staff will notify the

R E J E C T I O N O F B I D S F O R C I T Y W I D E T R E E T R I M M I N G S E R V I C E S

W I T H I N T H E C I T Y O F Y O R B A L I N D A
P a g e | 2
bidders as to the rejection status and proceed with pursuing alternative options and return to Council at a future meeting to present said alternative recommendations.

FISCAL IMPACT
There is no direct fiscal impact resulting from the recommended action.

ALTERNATIVES
The City Council may direct staff to proceed with approval of award based upon the low bid received via a separate staff report recommendation at a future Council meeting date.

ATTACHMENTS
None.

ADMINISTRATION DEPARTMENT
DATE: MAY 21, 2024
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: MARK A. PULONE, CITY MANAGER
PREPARED BY: ARLENE QUINTERO, PRINCIPAL RISK AND SAFETY

ANALYST
SUBJECT: DENIAL OF CLAIM FOR DAMAGES-SOUTHERN CALIFORNIA EDISON,

BROWN AND REYES

RECOMMENDATION
It is recommended that the City Council of the City of Yorba Linda deny the claim for damages filed by Southern California Edison (SCE), George Brown and Edgar Reyes.

BACKGROUND
Claims for damages filed against the City are reviewed and investigated by City staff and a third-party claims administrator with George Hills Company, Inc. George Hills Company specializes in claims management and risk management services. These services are provided through the City’s contract membership in the California Insurance Pool Authority.

City staff make recommendations to the Council for settlement or denial based on the investigatory findings. A claimant’s failure to provide evidence of and/or supporting documents to substantiate the claim for damages will also result in a recommendation for denial of the claim.

DISCUSSION
Southern California Edison (SCE)
On February 23, 2023, Southern California Edison (SCE) sent a claim by certified mail seeking over $10,000 to recover incurred costs. SCE claims that a tree owned and maintained by the City of Yorba Linda fell onto and damaged one of their poles (1361876E) behind 5082 Torida Way on November 19, 2022. On February 24, 2024, SCE updated their claim to $51,675.75 after receiving the repair invoice.

The City Clerk initially had no record of receiving the original claim. City staff contacted SCE for more information, and SCE provided proof of delivery to the City. After evaluating the claim, City Staff determined it does not own or maintain any trees in the easement where the incident occurred. There is no public access to this area, and the City has no reason to

DENIAL OF CLAIM FOR DAMAGES-SOUTHERN CALIFORNIA EDISON, BROWN AND REYES P a g e | 2
maintain landscaping in the area. Therefore, the third-party claims administrator and City staff recommend denying the claim.

George Brown
The claimant was riding an electric scooter when he struck an empty tree well grate at the intersection of Yorba Linda Blvd and Casa Loma Avenue, damaging his electric scooter and injuring his face, neck, and back. The incident falls under a hazardous recreational activity as defined by California Government Code Section 831.7. Because motorized scooters are prohibited on the sidewalk, the third-party claim administrator and City staff recommend denying the claim.

Edgar Reyes
The claimant alleges that the City failed to repair a pothole on the 91 West Freeway at the 241 Toll Road interchange, which caused damage to the claimant's vehicle.

The 91 Freeway is not within the City’s boundaries or jurisdiction. Therefore, the third-party claims administrator and City staff recommend denying the claim.

FISCAL IMPACT
None.

ALTERNATIVES
As an alternative to staff’s recommendations for the claims, the City Council has the following options:

1. Accept liability for the claims and pay the amount specified in the claim forms.

2. Grant settlement authority to a certain amount and direct the claims adjuster to enter settlement negotiations with the claimants.

PLANNING COMMISSION | AGENDA ITEM SUMMARY
MEETING DATE | MAY 15, 2024
Community Development Department
Planning Division
Director
David Brantley, AICP
APPROVAL OF APRIL 10, 2024 PLANNING COMMISSION MEETING MINUTES A motion by Chair Pro Tem Bernstein, Second by Chairman Singh to approve the minutes as mailed.

The motion carried (2-0-2-1) with the following roll call vote:

AYES: Singh, Bernstein
NOES: None
ABSENT: Masterson, Behura
ABSTAIN: Pease
APPROVAL OF APRIL 24, 2024 PLANNING COMMISSION MEETING MINUTES A motion by Commissioner Pease, Second by Chairman Singh to approve the minutes as mailed.

The motion carried (2-0-2-1) with the following roll call vote:

AYES: Pease, Singh
NOES: None
ABSENT: Behura, Masterson
ABSTAIN: Bernstein
Commissioner Behura arrived at 6:38 p.m.

PUBLIC HEARING RE: REVISED 2021-2029 HOUSING ELEMENT AND VARIOUS GENERAL

PLAN AND ZONING CODE AMENDMENTS RELATED TO THE HOUSING ELEMENT

IMPLEMENTATION PROGRAMS
A motion by Commissioner Pease, Second by Commissioner Behura recommending that the City Council adopt General Plan Amendment 2023-01 to revise the 2021-2029 Housing Element as approved by the State Department of Housing and Community Development and adopt the following resolutions:

Resolution No. 5586 Approval of General Plan Amendment 2023-01 Resolution No. 5587 Approval of General Plan Amendment 2024-01 Resolution No. 5588 Approval of General Plan Amendment 2024-02 Resolution No. 5589 Approval of Zoning Code Amendment 2024-01 Resolution No. 5590 Approval of Zoning Code Amendment 2024-02 The motion carried (4-0-1) with the following roll call vote:

AYES: Pease, Singh, Behura, Bernstein
NOES: None
ABSENT: Masterson
Adjournment: The meeting adjourned at 8:33 p.m. to the May 29, 2024, Planning Commission meeting at 6:30 p.m.

CITY CLERK'S OFFICE
DATE: MAY 21, 2024
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

Transportation Corridor Agencies
For the May 9, 2024, Meeting

BOARD MEETING HIGHLIGHTS

F/ETCA BOARD OF DIRECTORS
John Taylor, Chair,

SAN JUAN CAPISTRANO
Patricia Kelley, Vice Chair,

MISSION VIEJO
Natalie Meeks,

ANAHEIM
Mike Frost,

DANA POINT
Farrah Khan,
IRVINE
Scott Voigts,

LAKE FOREST
Denis Bilodeau,
ORANGE
Anthony Beall,

RANCHO SANTA MARGARITA
David Penaloza,

SANTA ANA
Ray Schnell,
TUSTIN
Beth Haney,

YORBA LINDA
Donald P. Wagner,
COUNTY OF ORANGE, 3RD DIST.

Doug Chaffee,
COUNTY OF ORANGE, 4TH DIST.

Katrina Foley,
COUNTY OF ORANGE, 5TH DIST.

Lan Zhou, Ex Officio Member,
CALTRANS DIST. 12

SJHTCA BOARD OF DIRECTORS
Janine Heft, Chair,

LAGUNA HILLS
David Penaloza, Vice Chair,

SANTA ANA
Richard Hurt,

ALISO VIEJO
John Stephens,

COSTA MESA
Jamey Federico,

DANA POINT
Farrah Khan,
IRVINE
Stephanie Oddo,

LAGUNA NIGUEL
Cynthia Conners,

LAGUNA WOODS
Patricia Kelley,

MISSION VIEJO
Robyn Grant,

NEWPORT BEACH
John Taylor,

SAN JUAN CAPISTRANO
Donald P. Wagner,
COUNTY OF ORANGE, 3RD DIST.

Katrina Foley,
COUNTY OF ORANGE, 5TH DIST.

Lan Zhou, Ex Officio Member,
CALTRANS DIST. 12
73/133/241/261 TOLL ROADS

SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY TRADEMARK AND

SERVICE LICENSE AGREEMENT AUTHORIZATION
The Foothill/Eastern Transportation Corridor Agency (F/ETCA) and San Joaquin Hills Transportation Corridor Agency (SJHTCA) Boards of Directors approved a Trademark and Service Mark License Agreement authorizing the Transportation Corridor Agencies (TCA) use of the San Bernardino County Transportation Authority’s (SBCTA) name, symbols, service marks, trademarks and logos in connection with terms of the 2018 signed cooperative agreement between TCA and SBCTA.

Under the 2018 cooperative agreement, TCA, operator of The Toll Roads, is providing back-office related services to SBCTA as the account and payment processing partner for the future I-10 and I-15 SB Express Lanes. TCA’s proven efficiencies in these services and the leveraging of TCA’s current back-office infrastructure will benefit both SBCTA and TCA, ensuring efficiencies in processing transactions and improving costs. In mid-June, The Toll Roads and SBCTA will open a walk-in center in San Bernardino County to service customers in that region. The I-10 SB Express Lanes are anticipated to open in July 2024.

Consistent with TCA’s Strategic Plan, the Agencies are leading in a “first of its kind” for Southern California to leverage existing back-office systems. TCA will continue to look for opportunities to provide processing services to other tolling agencies when operationally and fiscally beneficial.

BUSINESS INTELLIGENCE ANALYTICS SYSTEM
The Joint Boards of Directors approved a contract extension with ThoughtSpot, Inc. – a business intelligence analytics system.

ThoughtSpot offers agile and scalable data tools to support the Agencies’ analytic needs to better understand operational and financial trends to help drive business decisions. The valuable data, such as traffic flows, transactional details and historical comparatives, is often used to analyze the need for future roadway improvements and capital programs that benefit The Toll Roads customers by ensuring a reliable trip. In addition, data analysis has been applied to support business decisions, such as the elimination of account maintenance fees for TCA accountholders.

CHIEF EXECUTIVE OFFICER REPORT
TCA Chief Executive Officer (CEO) Ryan Chamberlain shared an update from the recent International Bridge, Tunnel & Turnpike (IBTTA) Technology Summit which highlighted advances in tolling technology, including artificial intelligence, data utilization, safety and toll enforcement.

The valuable insights are important for TCA in choosing the right technology for the planned 241/91 Express Connector Project to ensure the connector meets the performance requirements during peak-period travel times.

TCA will continue to work with its valued partners in moving the 241/91 Express Connector project forward from its current phase to plan for near-term construction.

MONTHLY REPORT:

April
Monthly Year to Date (YTD) County Monthly County YTD

CONTROL
Service Requests Completed: 7 20 208 664
Mosquitoes: 5 15 178 488
Rats: 2 3 12 105
RIFA: 0 2 11 59
Number of Swimming Pools Inspected/Treated: 14 118 910 3,133 Hours Spent Treating/Inspecting Gutters 0 0 0 0.0
Acres of Flood Channels Treated: 0 0 4.4556 7.2449
Acres Treated for RIFA: 57 215 1,657 4,883
IT (inspection/treatment) Sites Serviced: 77 159 1,424 4,057

SURVEILLANCE
Adult Mosquitoes Collected: 0 0 6,591 12,002
Mosquito Pools (Samples) Tested: 0 0 189 459
WNV Positive Samples: 0 0 0 0
Other Positive Samples 0 0 0 0
WNV Positive Birds: 0 0 0 0

COMMUNICATIONS / OUTREACH
Outreach Events Attended: 0 0 10 13
General Presentations: 0 0 3 10
Educational Program Presentations: 0 0 0 0
Service Requests & Miscellaneous Calls Received 15 42 438 1,406 Fleas, Ticks, and Others Tested: - - - 266
Number of Disease Investigations: 0 0 0 11
WNV Investigations: 0 0 0 1
Dengue Investigations: 0 0 4 13
Typhus Investigations: 0 0 0 1
Other Investigations: 0 0 0 0
Undergrounds Storm Systems Treated: 0 20 441 2,806
Public Insect ID Completed: - - 89 187

COUNTY WIDE PROJECTS / INFORMATIONAL UPDATE
Yorba Linda

ORANGE COUNTY MOSQUITO AND VECTOR CONTROL DISTRICT

COMMUNITY DEVELOPMENT DEPARTMENT
DATE: MAY 21, 2024
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: NATE FARNSWORTH, COMMUNITY DEVELOPMENT DIRECTOR
PREPARED BY: NICHOLE VALDEZ, SENIOR OFFICE ASSISTANT
SUBJECT: COMMUNITY DEVELOPMENT BLOCK GRANT APPLICATION FOR FISCAL YEAR 2024/25 FUNDING

RECOMMENDATION
It is recommended that the City Council approve the projects associated with Yorba Linda’s Community Development Block Grant (CDBG) application for Fiscal Year 2024-2025.

Furthermore, the Council may direct staff to submit an application package to the County of Orange Housing and Community Development offices in accordance with the previously approved Cooperation Agreement between the City of Yorba Linda and the County of Orange executed on June 17, 2014.

BACKGROUND
On an annual basis, the City of Yorba Linda participates in the CDBG program, for which the City submits an application for fiscal year funding. The program allocates federal monies for projects aimed at providing assistance to low-moderate income areas or neighborhoods and income-qualified individuals throughout the community.

For many years now the City has participated in a Cooperation Agreement with the County of Orange for joint participation in the City’s CDBG Program. Under this designation as a “Metro City”, Yorba Linda receives its full entitlement amount in accordance with the federal formula which allocates funding to eligible jurisdictions. As a Metro City, the County assists with specific documents, monitoring and reporting requirements and shares in the administrative costs related to the CDBG contracts.

DISCUSSION
The purpose of the CDBG program is to assist communities in providing decent housing and a suitable living environment, and in expanding economic opportunities, principally for persons of low and moderate income. The overriding purpose of the CDBG program is to support “brick and mortar” activities, e.g., acquisition, rehabilitation and preservation, and public improvements and facilities.

COMMUNITY DEVELOPMENT BLOCK GRANT APPLICATION FOR FISCAL YEAR 2024/25 FUNDING
P a g e | 2
In accordance with federal requirements and as outlined in the Citizen Participation Plan, the City is required to conduct a public hearing in connection with the application process and allow the community to provide input and suggestions related to the use of CDBG funds for the FY 2024-2025 funding cycle.

The City will have available an estimated $270,096 in regular CDBG funds during the 2024/25 fiscal year. As such, the following programs are proposed for use of CDBG funding:

Use of CDBG Funds Proposed
Allocation
FY 23/24
Allocation
Neighborhood Improvement Program:

Funds will be used to provide rehabilitation grants to qualified homeowners for general property improvements and repairs to meet local codes, standards, and ordinances.
$90,000 $90,000
Senior Nutrition Program:

Maximum public service allocation is based upon 15% of the total grant award. This amount assists in covering a portion of the operational costs associated with the daily Senior Nutrition Program held at the Yorba Linda Community Center.
$40,514 $40,514
Evergreen Villa Program:

Funds will be used for low-income senior community to help replace a portion of the complexes dilapidated roofs which will be completed in phases. Additional phases may be completed through funding if awarded in the future. The complex has three (3) buildings, seventeen (17) units with one hundred fifty (150) residents.

Note: FY 23/24 awarded money was used for ADA Improvements.

The funds helped offset the costs of bringing the areas identified by the Parks and Recreation Department into ADA compliance.
$85, 564 $85,564
CDBG Program Administration:

The overall development, management, coordination and monitoring of the CDBG program. Maximum administration allocation is based upon 20% of the total grant award – 10% to City and 10% to County of Orange.

City allocation:

County allocation:
$27,009
$27,009
$27,009
$27,009
CDBG Award $270,096* $270,096
*Estimated Allocation

COMMUNITY DEVELOPMENT BLOCK GRANT APPLICATION FOR FISCAL YEAR 2024/25 FUNDING
P a g e | 3

ENVIRONMENTAL DETERMINATION
All projects being proposed in the Year 2024-2025 CDBG application have received a preliminary environmental review and will have clearance prepared for each project as categorically exempt.

FISCAL IMPACT
There are no fiscal impacts associated with the public hearing nor the preparation of the application for funding.

The Senior Nutrition Program provides a local community benefit by assisting lower income seniors and the disabled population with warm, balanced, and nutritional meals they may otherwise not have access to. Agencies can only use a maximum of 15% of CDBG funds to support this type of program. This funding has been a great resource to help offset General Fund staffing costs related to operating the program. Although the annual CDBG allocation may vary from year to year, the Parks and Recreation Department budgets funds through the annual budget process for any additional costs not covered by CDBG funding. It is important to note that this program also operates in a separate successful collaboration with Meals on Wheels Orange County. Meals on Wheels provides all the food associated with Senior Nutrition Program at no cost to the City of Yorba Linda.

Administrative costs associated with the CDBG program are capped at 20% of the annual grant award. As per the Cooperation Agreement with the County, the City and County equally share in the duties and responsibilities of administering program activities. As such, the City and the County will each receive 10% in CDBG administrative funds during the program year to help offset salaries and expenses associated with program implementation.

Funds related to the FY 2024/25 CDBG programs will be appropriated in the FY 2024/25 budget.

ALTERNATIVES
If City Council would like to reallocate funds from any of the programs, other than the Senior Nutrition Program and the Administration Program, staff can work with the County Board of Supervisors for approvals.

If the City Council were to decide not to participate in the CDBG application process, the funds that the City of Yorba Linda were to receive would then be given to the County of Orange to be distributed through a competitive process to other Orange County cities seeking additional funding.

PUBLIC WORKS DEPARTMENT
DATE: MAY 21, 2024
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 LMAD FOR FY 2024/25, RESOLUTION NOS. 2024-5888 AND 2024-5889 AND

SETTING A PUBLIC HEARING DATE CONCERNING THE LEVY OF

ASSESSMENTS

RECOMMENDATION
It is recommended that the City Council: 1.) Adopt proposed Resolution No. 2024-5888, approving the Engineer’s Report regarding the levy of an annual assessment within the City of Yorba Linda Street Lighting and Landscaping Maintenance Assessment District (LMAD) for Fiscal Year 2024/2025; and 2.) Adopt proposed Resolution No. 2024-5889, 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 2024/2025, 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 is annually levied in compliance with 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 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.

A P P R O V A L O F E N G I N E E R ’ S R E P O R T A N D D E C L A R A T I O N O F

I N T E N T T O L E V Y A N D C O L L E C T A S S E S S M E N T S W I T H I N T H E

C I T Y W I D E Y O R B A L I N D A L I G H T I N G A N D L A N D S C A P I N G

M A I N T E N A N C E A S S E S S M E N T D I S T R I C T F O R F I S C A L Y E A R 202 4 / 2 0 2 5 , R E S O L U T I O N N O S . 2 0 2 4 - 58 88 A N D 2 0 2 4 - 58 89 A N D

S E T T I N G A P U B L I C H E A R I N G D A T E C O N C E R N I N G T H E L E V Y O F

A S S E S S M E N T S
P a g e | 2

DISCUSSION
The 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 Fiscal Year 2024/2025. The 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 2024/2025. 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 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 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 Fiscal Year 2024/2025, 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.

District changes for Fiscal Year 2024/2025 are limited primarily to Local Landscaping Zone L-1B’s Proposition 218 efforts. Changes for Zone L-1B implemented subsequent to the

A P P R O V A L O F E N G I N E E R ’ S R E P O R T A N D D E C L A R A T I O N O F

I N T E N T T O L E V Y A N D C O L L E C T A S S E S S M E N T S W I T H I N T H E

C I T Y W I D E Y O R B A L I N D A L I G H T I N G A N D L A N D S C A P I N G

M A I N T E N A N C E A S S E S S M E N T D I S T R I C T F O R F I S C A L Y E A R 202 4 / 2 0 2 5 , R E S O L U T I O N N O S . 2 0 2 4 - 58 88 A N D 2 0 2 4 - 58 89 A N D

S E T T I N G A P U B L I C H E A R I N G D A T E C O N C E R N I N G T H E L E V Y O F

A S S E S S M E N T S
P a g e | 3
balloting came after the conclusion of Proposition 218 proceedings which resulted in approval of new maximum assessments and new assessment range formula (increased assessments) commencing in fiscal year 2024/2025. These changes can be seen in the attached Engineer’s Report. In addition to funding the regular annual maintenance, servicing, and operation of full maintenance landscape improvement areas, the new/increased assessment provides for the collection of additional funding to maintain substantial landscaped areas identified as “Transitional Maintenance” areas initially at a reduced maintenance level but also provides the needed funding to rehabilitate these areas to full maintenance via future Capital Improvement projects. Due to the size of the zone and the associated budget implications, a significant adjustment to the overall District budget can be seen in Part III of the Engineer’s Report. Other less significant modifications for the upcoming fiscal year involve minor updates to the maintained improvement areas previously depicted in the Fiscal Year 2023/2024 Engineer's Report. Specifically, these minor adjustments to the Assessment Diagrams, acreages and improvement descriptions for Local Landscaping and Arterial Landscaping Zones: L-2A, L-5A, L-5B, A-4, A-7 and A-8 are detailed in the Introduction section of the attached 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.

FISCAL IMPACT
As identified in the Engineer's Report, the total estimated annual LMAD assessments for Fiscal Year 2024/2025 amount to $9,803,437.00. The General Benefit portion that the City must pay from the General Fund has been calculated to be $1,270,075.00 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 $1,275,127.00 which has been included in the proposed General Fund budget for Fiscal Year 2024/2025. It should also be noted that a General Fund contribution for the City's arterial landscaping zones is included within the net transfer figure above. 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 Fiscal Year 2024/2025 for the lighting and traffic signal zones, where assessment and ad valorem revenues are sufficient to fully cover the maintenance and operation costs. Transfer amounts noted above will be adjusted at the end

A P P R O V A L O F E N G I N E E R ’ S R E P O R T A N D D E C L A R A T I O N O F

I N T E N T T O L E V Y A N D C O L L E C T A S S E S S M E N T S W I T H I N T H E

C I T Y W I D E Y O R B A L I N D A L I G H T I N G A N D L A N D S C A P I N G

M A I N T E N A N C E A S S E S S M E N T D I S T R I C T F O R F I S C A L Y E A R 202 4 / 2 0 2 5 , R E S O L U T I O N N O S . 2 0 2 4 - 58 88 A N D 2 0 2 4 - 58 89 A N D

S E T T I N G A P U B L I C H E A R I N G D A T E C O N C E R N I N G T H E L E V Y O F

A S S E S S M E N T S
P a g e | 4
of the fiscal year based on actual ad valorem property tax revenue received during Fiscal Year 2024/2025.

Staff has completed a preliminary analysis of the current fiscal condition of the local landscaping zones based on the Fiscal Year 2024/2025 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 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. Given cost increases for a variety of budget inputs throughout the District, along with potential future cost escalation factors for contractual labor, staff is closely monitoring several Local and Arterial Landscaping Zones that are not collecting at full capital improvement and reserve fund ratios. LMAD staff intends to engage Willdan Financial Services over the next fiscal year to perform long-range projections to identify zone budget feasibilities in the long term for targeted zones.

As noted during the prior year’s Engineer’s Report, Local Landscape Zone L-1A continues to have budgeted expenditures exceeding projected available revenues. Staff and consultants have closely monitored the budgets and expenditures for this zone over the past fiscal year. It was previously anticipated that a Proposition 218 process would need to be conducted during the prior two fiscal years, but this was able to be delayed until Fiscal Year 2024-2025 due to sufficient fund balance availability and modifications made to maintenance strategies. Financial projections continue to indicate that reserves are anticipated to deplete by the end of the upcoming 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). Based on the prior projection that a Proposition 218 effort would be required during the current year, staff conducted outreach activities including community outreach, community meetings, budget forecasting and development of potential budgetary “options”. These options will be updated with the new Fiscal Year 2024/2025 Engineer’s Report cost figures, before being redistributed to the zone’s property owners as a part of ongoing community outreach. During the prior round of community engagement, a potential lead petitioner was identified, who will begin outreach in earnest later this year. It is anticipated that the latter stages of the Proposition 218 process (which would include the critical property owner petition phase) will be undertaken for L-1A in late 2024.

NEXT STEPS
The proposed action items for Council are to adopt the proposed two resolutions (Attachments 1 and 2) which approve the Fiscal Year 2024/2025 Engineer's Report and declare the City's intention to levy and collect assessments and set a Public Hearing to confirm the assessments. At the proposed Public Hearing on June 4, 2024, 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

A P P R O V A L O F E N G I N E E R ’ S R E P O R T A N D D E C L A R A T I O N O F

I N T E N T T O L E V Y A N D C O L L E C T A S S E S S M E N T S W I T H I N T H E

C I T Y W I D E Y O R B A L I N D A L I G H T I N G A N D L A N D S C A P I N G

M A I N T E N A N C E A S S E S S M E N T D I S T R I C T F O R F I S C A L Y E A R 202 4 / 2 0 2 5 , R E S O L U T I O N N O S . 2 0 2 4 - 58 88 A N D 2 0 2 4 - 58 89 A N D

S E T T I N G A P U B L I C H E A R I N G D A T E C O N C E R N I N G T H E L E V Y O F

A S S E S S M E N T S
P a g e | 5
Hearing allows 2 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, 2024, to be included on 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 Fiscal Year 2024/2025 to contribute towards the higher cost of maintaining streetlights and landscaping.

ATTACHMENTS
Attachment 1 - Resolution No. 2024-5888 — Approval of the Engineer's Annual Report (Fiscal Year 2024/2025)
Attachment 2 - Resolution No. 2024-5889 — Intent to Levy Assessments and Setting of Public Hearing Date
Attachment 3 – Fiscal Year 2024/2025 Engineer’s Report

RESOLUTION NO. 2024-5888

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 2024/2025 FISCAL YEAR
WHEREAS, the City Council of the City of Yorba Linda, California has adopted Resolution No. 2024-5880, 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 2024/2025; 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 Plan. 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 City’s LMAD Capital Improvement Plan, attached hereto as Attachment “A”. Improvements may generally include, but are not limited to, irrigation/smart controllers, fence rehabilitation, trail surface, landscape renovation/drought tolerant upgrades, drains/drainage, median

R E S O L U T I O N N O . 202 4 - 5 4 8 8
P A G E 2
renovation, and electrical 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 2024/2025 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 2024/2025 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 21st day of May, 2024.

TARA CAMPBELL, 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 . 202 4 - 5 4 8 8
P A G E 3

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 21st day of May, 2024, 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. 2024-5889

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 2024/2025,

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. 2024-5880, 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. 2024-5888, 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 2024/2025.

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.

R E S O L U T I O N N O . 202 4 - 5 8 8 9
P A G E 2
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.

Section 5. Reference is hereby made to the Report of the City Engineer on file with the City Clerk for the Fiscal Year 2024/2025 (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 2024/2025, 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 2024/2025 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 2024/2025.

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 2024/2025 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 2024/2025 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 2024/2025 assessments from the assessments imposed for Fiscal Year 2024/2025. 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.

R E S O L U T I O N N O . 202 4 - 5 8 8 9
P A G E 3
Section 7. Notice is hereby given that on Tuesday, June 4, 2024, 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 concerning the annual assessments for Fiscal Year 2024/2025 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

R E S O L U T I O N N O . 202 4 - 5 8 8 9
P A G E 4
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Yorba Linda on this 21st day of May, 2024.

TARA CAMPBELL, MAYOR

CITY OF YORBA LINDA
ATTEST

MARCIA BROWN, CITY CLERK

CITY OF YORBA LINDA

APPROVED AS TO FORM

RUTAN & TUCKER LLP

CITY ATTORNEY

R E S O L U T I O N N O . 202 4 - 5 8 8 9
P A G E 5

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 21st day of May, 2024, 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 2024/2025
Intent Meeting: May 21, 2024
Public Hearing: June 4, 2024
MAY 2024

PREPARED BY

WILLDAN FINANCIAL SERVICES
27368 Via Industria
Suite 200
Temecula, CA 92590
T. 951.587.3500|800.755.6864
F. 951.587.3510|888.326.6864
Property Tax Information Line
T.866.807.6864
www.willdan.com Page 247 of 376

ENGINEER'S REPORT AFFIDAVIT
City of Yorba Linda
Street Lighting and Landscaping Maintenance District
For
Fiscal Year 2024/2025
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 2024/2025, 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 ______________, 2024.

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 2024/2025 ..................................................................1 Report Content and Annual Proceedings................................................................ 3 Part I - Plans and Specifications..............................................................6 Zones of Benefit ........................................................................................................ 6 Description of Improvements ................................................................................... 7 Part II - Method of Apportionment .........................................................28 Legislative Authority and Provisions..................................................................... 28 Benefit Analysis....................................................................................................... 29 Assessment Methodology ...................................................................................... 34 Part III - Estimate of Costs......................................................................55 Part IV - Assessment Roll.......................................................................68 Part V - Assessment Diagrams ..............................................................69 Local Landscaping Zones....................................................................................... 70 Arterial Landscaping Zones ................................................................................. 106 Arterial Street Lighting Zone ................................................................................ 116 Local Street Lighting Zone ................................................................................... 117 Traffic Signal Zones .............................................................................................. 118 Appendix A - Historical District Changes............................................ 119

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

Introduction
The City of Yorba Linda (“City”), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”) and the provisions of the California Constitution Article XIII D (“California Constitution”), annually levies and collects special assessments for the City’s maintenance assessment district designated as:

Street Lighting and Landscaping Maintenance District
(“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 2023/2024, the District was comprised of the following Zones:
➢ Nine Arterial Landscaping Zones (A-1 through A-9);
➢ Thirty-three Local Landscaping Zones:
• L-1A, through L-1E;
• L-2A through L-2V;
• Zone L-3;
• L-4A and L-4B;
• L-5A, L-5B and L-5C;
➢ A single citywide Arterial Street Lighting Zone,
➢ A non-contiguous Local Street Lighting Zone, and
➢ Three Traffic Signal Zones (TS-1, TS-2, and TS-3),
District Changes for Fiscal Year 2024/2025
For fiscal year 2024/2025, the following District changes have been implemented:

On December 5, 2023, in accordance with the 1972 Act and the provisions of the California Constitution Article XIII D, the City Council conducted a public hearing and completed the Property Owner Protest Ballot Proceeding for a new/increased assessment within Local Landscaping Zone L-1B that resulted in approval of new maximum assessments and new assessment range formula (increased assessments) commencing in fiscal year 2024/2025. In addition to funding the regular annual maintenance, servicing, and operation of approximately 1,181,360 square feet of designated full maintenance landscape improvement area, the new/increased assessment provides for the collection of additional funding to maintain approximately 1,582,930 square feet of landscaped area identified as “Transitional Maintenance” areas initially at a reduced maintenance level but also provides the needed funding to rehabilitate (transition) these areas to full regular maintenance levels over an estimated 30 to 35 years as available assessment revenues allow.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

In addition, as part of the ongoing annual review of the improvements associated with each zone, the vacation of easements or expansion of improvement areas, and to ensure consistency throughout the District, this Report reflects some updates to the diagrams presented in “Part VAssessment Diagrams”, and square footages discussed in the improvement descriptions in “Part I - Plans and Specifications” in order to more accurately depict the landscaping areas maintained as part of the LMAD. Generally, these modifications are not considered significant changes and for the most part involve minor updates to the maintained improvement areas previously depicted in the fiscal year 2023/2024 engineer's report. Specifically, the Assessment Diagrams and/or improvement descriptions for the following Zones reflect updates or changes:
➢ Local Landscaping Zone L-2A has been updated to remove a section of non-street landscaping located south of Sherwood Drive behind homes on the south side of the Forest Glen Road cul-de-sac, which is privately maintained;
➢ Local Landscaping Zone L-5A incorporates a minor increase to the irrigated slope square footage resulting from GIS mapping adjustments;
➢ Local Landscaping Zone L-5B reflects improvement area mapping adjustments that eliminated a portion of irrigated sloped parkway landscaping on the south side of Via Miani just north of Lakeview Drive, an area of flat irrigated greenbelt landscaping located behind homes west of Elsie Dr, as well as areas of flat irrigated parkway landscaping located on the north side of Bruin Court and also located along Bastanchury Road; ➢ Arterial Landscaping Zone A-4 has been updated to remove the irrigated parkway landscaping behind the sidewalk in front of the commercial properties on the south side of Yorba Linda Blvd between Imperial Highway and Lakeview Avenue (The trees in the sidewalk tree wells in this area are still in the Arterial Zone);
➢ Arterial Landscaping Zone A-5 has been updated to reflect the vacation of several small landscape areas around Bastanchury Road and Cornell Lane, and around Bastanchury Road and Clydesdale Drive. Collectively, approximately 29,820 square feet of landscaping was removed from Zone A-5 (24,020 irrigated slopes and 5,800 irrigated flat landscaping); ➢ Arterial Landscaping Zone A-7 incorporates minor increases to the median and trail square footages resulting from GIS mapping adjustments; and
➢ Arterial Landscaping Zone A-8 reflects the vacation of the irrigated parkway landscaping and trails on the west side of Lakeview Avenue in the areas around Mariposa Avenue and Timberland Drive.

No other notable or consequential changes to the District and/or improvements have occurred since the adoption of the fiscal year 2023/2024 Engineer's Report.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

Report Content and Annual Proceedings
This Engineer’s Annual Report (“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 2024/2025. 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 2024/2025. 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 2024/2025

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 2024/2025.

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 XIII D.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 2024/2025 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 2024/2025 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 2024/2025 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 2024/2025

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:
➢ 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.
➢ 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 2024/2025

For fiscal year 2024/2025, the District is comprised of the following benefit zones (Zones):
➢ Nine Arterial Landscaping Zones (A-1 through A-9);
➢ Thirty-three Local Landscaping Zones:
• L-1A, through L-1E;
• L-2A through L-2V;
• Zone L-3;
• L-4A and L-4B;
• L-5A, L-5B and L-5C;
➢ A single citywide Arterial Street Lighting Zone,
➢ A non-contiguous Local Street Lighting Zone, and
➢ 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 6,172 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 2024/2025

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) 82 101
Light Emitting Diodes (LED) 100 23
Light Emitting Diodes (LED) 136 7
Total Lights 1,303

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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:
➢ La Palma Avenue and Via Lomas de Yorba East;
➢ La Palma Avenue and Via Lomas de Yorba West;
➢ La Palma Avenue and Gypsum Canyon Road; and
➢ 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:
➢ Imperial Highway and Prospect Avenue;
➢ Imperial Highway and Bastanchury Road;
➢ Imperial Highway and Valley View Avenue;
➢ Imperial Highway and Casa Loma Avenue;
➢ Imperial Highway and Eureka Avenue;
➢ Imperial Highway and Lemon Drive;
➢ Imperial Highway and Lemon Drive East;
➢ Imperial Highway and Olinda Street;
➢ Imperial Highway and Yorba Linda Boulevard;
➢ Imperial Highway and Kellogg Drive;
➢ Yorba Linda Boulevard and Linda Vista Street (cost shared with the City of Placentia); ➢ Yorba Linda Boulevard and Rose Drive (cost shared with the City of Placentia); ➢ Yorba Linda Boulevard and Prospect Avenue (cost shared with the City of Placentia); ➢ Yorba Linda Boulevard and Jefferson Street (cost shared with the City of Placentia); ➢ Yorba Linda Boulevard and Van Buren Street;
➢ Yorba Linda Boulevard and Richfield Road;
➢ Yorba Linda Boulevard and Valley View Avenue;

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

➢ Yorba Linda Boulevard and Casa Loma Avenue;
➢ Yorba Linda Boulevard and Casa Loma Circle;
➢ Yorba Linda Boulevard and Eureka Avenue;
➢ Yorba Linda Boulevard and Mountain View Avenue;
➢ Yorba Linda Boulevard and Lakeview Avenue;
➢ Yorba Linda Boulevard and Avocado Avenue;
➢ Yorba Linda Boulevard and Ohio Street;
➢ Yorba Linda Boulevard and Palm Avenue;
➢ Yorba Linda Boulevard and Kellogg Drive;
➢ Yorba Linda Boulevard and Fairmont Boulevard;
➢ Yorba Linda Boulevard and Avenida Rio Del Oro;
➢ Yorba Linda Boulevard and Village Center Drive;
➢ Yorba Linda Boulevard and Paseo De Las Palomas;
➢ Yorba Linda Boulevard and San Antonio Road;
➢ Yorba Linda Boulevard and Yorba Ranch Road;
➢ Yorba Linda Boulevard and Via Esquela;
➢ Yorba Linda Boulevard and Stonehaven Drive;
➢ Yorba Linda Boulevard and Avenida Adobe;
➢ Yorba Linda Boulevard and New River Road;
➢ Yorba Linda Boulevard and Via Del Agua
➢ Fairmont Boulevard and Paseo De Las Palomas;
➢ Fairmont Boulevard and Village Center Drive/Nob Hill; ➢ Fairmont Connector and Esperanza Road;
➢ Fairmont Boulevard and Fairmont Connector;
➢ Fairmont Boulevard and Old Ranch Road;
➢ Fairmont Boulevard and Futura Drive;
➢ Esperanza Road and Lindsey Drive;
➢ Esperanza Road and New River;
➢ Lakeview Avenue and Lemon Drive;
➢ Lakeview Avenue and Town Center Drive;
➢ Mountain View Avenue and Kellogg Drive;
➢ Rose Drive and Wabash Avenue;
➢ Rose Drive School Crossing (at Rose Drive School);
➢ Rose Drive Pedestrian Crossing (at El Cajon Trail);
➢ Valley View Avenue and Orange Drive;

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

➢ Valley View Avenue and Lakeview Avenue;
➢ Valley View Avenue and Bastanchury Road;
➢ Valley View Avenue and Pedestrian Crossing (EL Cajon Trail); ➢ Bastanchury Road and Prospect Avenue;
➢ Bastanchury Road and Rose Drive;
➢ Bastanchury Road and Lakeview Avenue;
➢ Bastanchury Road and Fairmont Boulevard;
➢ Bastanchury Road and Village Center Drive;
➢ Bastanchury Road and Secretariat Way;
➢ Bastanchury Road and Grey Stone Drive;
➢ Bastanchury Road and Clydesdale Drive;
➢ Bastanchury Road and Plumosa Drive
➢ Bastanchury Road and Yorba Linda High School
➢ Bastanchury Road and Casa Loma Avenue (Installation completion anticipated in 2024) ➢ Bastanchury Road and Eureka Avenue (Installation completion anticipated in 2024) ➢ Buena Vista Avenue and Richfield Road; and
➢ 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:
➢ 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 would be shared by those two adjacent Zones. In such cases, the special benefit and cost of providing such improvements are proportionately 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)

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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. 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 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 VAssessment 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):
➢ 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 Zone A-2 and A-3 as well as A-5) and the square footage 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):
➢ 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);
➢ 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), • 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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

• 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; ➢ Yorba Ranch Road from Yorba Linda Boulevard, south to Esperanza Road.

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):
➢ 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; ➢ 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, • 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 564,710 square feet of designated landscape improvement area that incorporates an estimated 85,660 square feet of irrigated median landscaping and 11,660 square feet non-irrigated/hardscape median area; 383,090 square feet of irrigated sloped/mostly-sloped landscaped area; and 84,300 square feet of flat/moderately-sloped landscaped area of which 79,220 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 Zone A-4 and 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 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):
➢ Esperanza Road from Imperial Highway, east to Fairmont Boulevard; ➢ Imperial Highway from Yorba Linda Boulevard, south to Esperanza Road, • The median improvements from Yorba Linda Boulevard to Kellogg Drive are shared with Zone A-8;

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

➢ Yorba Linda Boulevard from Imperial Highway, east to Avenida Rio Del Oro, (These median improvements are shared with Zone A-7);
➢ Fairmont Connector between Fairmont Boulevard and Esperanza Road, • The median island situated between the roadway and the bike lane on the Fairmont Connector just north of Esperanza Road;
➢ Fairmont Boulevard from Yorba Linda Boulevard, south to Esperanza Road, • The median improvements from Paseo De Las Palomas, south to Esperanza Road are shared with Zone A-9;
➢ Non-Assessed Local Improvements in this Zone include, but are not limited to:
• 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; • Greenbelt/trail areas located generally along Kingsbriar Drive between Fairmont Boulevard and Acacia Hill Drive; and
• 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 648,630 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; 384,230 square feet of irrigated sloped/mostly-sloped landscaped area; and 140,260 square feet of flat/moderately-sloped landscaped area of which 69,930 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 Zone A-5 and 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):
➢ Bastanchury Road from the boundary line between Zones A-6 and A-5 which is approximately 310 feet east of Emerald Downs Drive and 1,000 feet west of Clydesdale, east to Village Center Drive,
• The median improvements from Fairmont Boulevard, east to approximately 830 feet west of Village Center Drive are shared with Zone A-7;
➢ 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),
• The median improvements from approximately 750 feet west of Village Center Drive to San Antonio Road are shared with Zone A-9;

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

• The median improvements from San Antonio Road to approximately 500 feet southeast of Dorinda Road are shared with Zone A-2;
➢ Village Center Drive from Yorba Linda Boulevard, north to Fairmont Boulevard; ➢ Fairmont Boulevard from Avenida Del Rey, north to Village Center Drive, • The median improvements from Avenida Del Rey to Bastanchury Road are shared with Zone A-7.

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):
➢ Bastanchury Road from Valley View Avenue (at the boundary line between Zone A-7 and A6), east to approximately 310 feet 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); ➢ Lakeview Avenue from Bastanchury Road, north and west to Valley View Avenue; ➢ Valley View Avenue from Bastanchury Road, north to Valley View Circle, • 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 nonPage 264 of 376 Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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):
➢ 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), • The median improvements from North Jefferson Avenue to Imperial Highway are shared with Zone A-8;
• The median improvements from Imperial Highway to Avenida Rio Del Oro are shared with Zone A-4;
• The median improvements from Avenida Rio Del Oro to approximately 750 feet west of Village Center Drive are shared with Zone A-9;
➢ North Rose Drive between Verna Lane and Lathrop Drive; ➢ Imperial Highway between Yorba Linda Boulevard to North Rose Drive; ➢ 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;
• The median improvements from Fairmont Boulevard, east to approximately 830 feet west of Village Center Drive are shared with Zone A-7;
➢ Lakeview Avenue between Bastanchury Road and Piper Place; ➢ Fairmont Boulevard from Avenida Del Rey, south to Yorba Linda Boulevard; ➢ Valley View Avenue from Bastanchury Road to Brooklyn Avenue, (The median improvements are shared with Zone A-6); and
➢ Non-Assessed Local Improvements in this Zone include, but are not limited to:
• Parkways located on El Cajon Avenue, Prospect Avenue, 2nd Street, Orange Drive, Valley View Avenue, Casa Loma Avenue, Avocado Avenue, and Fairmont Boulevard; and
• 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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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):
➢ Yorba Linda Boulevard from Jefferson Street to Imperial Highway, (The median improvements are shared with Zone A-7);
➢ Imperial Highway from Yorba Linda Boulevard to Kellogg Drive, (The median improvements are shared with Zone A-4);
➢ Richfield Road from Yorba Linda Boulevard to Orchard Drive (southern City Limits); ➢ Lakeview Avenue from Buena Vista Avenue to Mariposa Avenue (southern City Limits); ➢ Buena Vista Avenue from Windemere Drive (western City Limits) to Imperial Highway; and ➢ Non-Assessed Local Improvements in this Zone include, but are not limited to:
• Parkways located on North Van Buren Street between Buena Vista Avenue and Alta Vista Street; and
• 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):
➢ 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);
➢ Yorba Linda Boulevard from Avenida Rio Del Oro, east to San Antonio Road (the boundary line between Zones A-2 and A-9),
• 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; • The median improvements from approximately 750 feet west of Village Center Drive to San Antonio Road are shared with Zone A-5;
➢ Village Center Drive from Yorba Linda Boulevard, south and west to Fairmont Boulevard;

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

➢ Paseo De Las Palomas from Fairmont Boulevard, east and north to Yorba Linda Boulevard; ➢ Fairmont Boulevard from Paseo De Las Palomas, south to Esperanza Road, (These median improvements are shared with Zone A-4).

Local Landscaping Zones
For fiscal year 2024/2025, 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 full maintenance, servicing, and operation of approximately 1,181,360 square feet of designated full maintenance landscape improvement area that incorporates an estimated 1,310 square feet of irrigated median landscaping; 1,135,990 square feet of irrigated sloped/mostly-sloped landscaped area; and 44,070 square feet of irrigated flat/moderately-sloped landscaped area.

In addition, the properties within this Local Landscaping Zone proportionately share and receive special benefit from the maintenance and servicing of approximately 1,582,980 square feet of landscaped area identified as “Transitional Maintenance” areas consisting of approximately 1,582,930 square feet of sloped/mostly-sloped landscape areas and 50 square feet of flat/moderately-sloped landscape areas. For fiscal year 2024/2025 these Transitional

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

Maintenance areas will initially continue to be maintained at a Reduced Maintenance service level. However, with the recently approved new/increased assessment for the Zone, these Transitional Maintenance areas will be rehabilitated (transitioned) to full regular maintenance levels over an estimated 30 to 35 years as available assessment revenues allow by planting of cost effective, drought resistant ground cover. Collectively, the Zone improvements consist of approximately 2,764,340 square feet of 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.

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 598,040 square feet of designated landscape improvement area that incorporates an estimated 569,840 square feet of sloped/mostly-sloped landscaped area including 550,940 square feet of irrigated landscaping and 18,900 square feet of non-irrigated area; and 28,200 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.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 the purpose of calculating the proportional special benefits, the square footage presented above includes this Zone’s proportional allocation of the square footage in this area. In total, this Zone’s proportional share of this shared improvement area is approximately 32,000 square feet, which 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 area associated with this Zone are shared by properties in Zones L-2E, L-2F, and L-2U, specifically the parkway side-panel improvements on Village Center Drive, which totals approximately 113,900 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 area associated with this Zone are shared by properties in Zones L-2E, L-2F, and L-2U, specifically the parkway side-panel improvements on Village Center Drive, which total approximately 113,900 square feet; also shared by properties in Zones L-2F and L-2U are the parkway side-panel entryway improvements on Manzanita Avenue, which total approximately 1,715 square feet; and shared by properties in Zones L-2F, L2S, L-2T, and L-2U are the connecting trail area and associated landscaping within and adjacent to these Zones, which total approximately 105,250 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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.

Portions of the designated landscaping improvement area associated with this Zone are shared by properties in Zones L-2H and L-2J, specifically the trail located between the two zones along the eastern border of L-2H and the western boarder of L-2J, which totals approximately 41,670 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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.

Portions of the designated landscaping improvement area associated with this Zone are shared by properties in Zones L-2H and L-2J, specifically the trail located between the two zones along the eastern border of L-2H and the western boarder of L-2J, which totals approximately 41,670 square feet. In addition, the landscape improvements (approximately 1,360 square feet) located on the south side of Via Del Parque just east of Dominguez Ranch Road is proportionately shared by properties in L-2J and L-2P. Although this improvement area is within the boundaries of L-2J and adjacent to L-2J properties, this particular improvement area was originally installed as part of the development of properties within L-2P and are therefore treated as a shared special benefit.

The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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 614,650 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; 355,650 square feet of flat/moderately-sloped landscaped area that includes 85,940 square feet of irrigated landscaping and 269,710 square feet of non-irrigated improvements (254,200 square feet of natural vegetation or minimal-landscaped areas and 15,510 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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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.

For fiscal year 2024/2025 the landscaping square footage and the improvement areas depicted on the Assessment Diagram for Zone L-2K contained in “Part V- Assessment Diagrams” of this Report, does not include the planned trail area improvements that will be constructed and installed as part of the development of Tract 17341 which was annexed to Zone L-2K in March 2023. When these planned improvements are completed and accepted for maintenance in subsequent fiscal years, the improvements will be added to the Assessment Diagram for L-2K and incorporated into the improvement description above.

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.

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 area associated with this Zone are shared by properties in Zones L-2N and 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, which totals approximately 25,540 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones. 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 VAssessment 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.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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. In addition, the landscape improvements (approximately 1,360 square feet) located on the south side of Via Del Parque just east of Dominguez Ranch Road is proportionately shared by properties in L-2J and L-2P. Although this improvement area is within the boundaries of L-2J and adjacent to L-2J properties, this particular improvement area was originally installed as part of the development of properties within L-2P and are therefore treated as a shared special benefit.

The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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).

More than half of the designated landscaping improvement areas associated with this Zone are shared by properties in Zones L-2F, L-2S, L-2T, and L-2U, specifically the connecting trail area and associated landscaping within and adjacent to these Zones, which total approximately 105,250 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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).

Some of the designated landscaping improvement areas associated with this Zone are shared by properties in Zones L-2F, L-2S, L-2T, and L-2U, specifically the connecting trail area and associated landscaping within and adjacent to these Zones, which total approximately 105,250 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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).

Some of the designated landscaping improvement areas associated with this Zone are shared by properties in Zones L-2F, L-2S, L-2T, and L-2U, specifically the connecting trail area and associated landscaping within and adjacent to these Zones, which total approximately 105,250 square feet. In addition, properties in Zones L-2E, L-2F, and L-2U, also proportionately share in the parkway side-panel improvements on Village Center Drive, which total approximately 113,900 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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 improvements on Esperanza Road at the east end of Zone L-2N and the west end of L-2V, which totals approximately 25,540 square feet. The square footage totals presented in the paragraph above incorporate this Zone’s proportional special benefit allocation of the shared square footage referenced here, based on the proportional equivalent benefit units of the sharing Zones.

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.

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 1,942,210 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; 480,350 square feet of sloped/mostly-sloped landscaped area of which 353,320 square feet is irrigated and 127,030 square feet is non-irrigated area; and 1,426,070 square feet of flat/moderately-sloped landscaped area of which 251,370 square feet is irrigated and 1,174,700 square feet of non-irrigated areas (859,490 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 (approximately 158,960 square feet) 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 but the residential developments south of these improvements are not part of a Local Landscaping Zone.

The cost to maintain these landscape mitigation improvements will be funded equally by Zone L5A assessments and the City. For the purpose of calculating the proportional special benefits, the square footage presented in the paragraph above includes this Zone’s proportional allocation of the square footage in this shared benefit area.

The maintenance, servicing, and operation of the above 1,942,210 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 1,351,090 square feet of designated landscape improvement area that incorporates an estimated 944,130 square feet of sloped/mostly-sloped landscaped area of which 942,060 square feet is irrigated and 2,070 square feet is non-irrigated area; and 406,960 square feet of flat/moderately-sloped landscaped area of which 119,500 square feet is irrigated and 287,460 square feet of non-irrigated areas (3,930 square feet of natural vegetation or minimal-landscaped areas and 283,530 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 2024/2025

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 2024/2025 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 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 are 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 2024/2025

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 provides 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 landscape 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 2024/2025

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 of 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 previously 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 $1,151 per acre ($0.025160 per square foot) including medians, parkway side panels, greenbelts, trails and/or areas identified natural vegetation or minimal/modified/fallowlandscaped areas; and approximately $1,643 per acre ($0.035912 per square foot) for slope landscaping. These baseline level service rates are approximately 3.48% 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. The cost of providing these baseline services 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 $0.026418 per square foot ($0.025160 + 5%) is applied to calculate the general benefit costs for the assessed improvements and for sloped landscaped areas a rate of $0.037708 per square foot ($0.035912 + 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 2024/2025

Utilizing the per square foot costs outlined above and the square footage 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 2024/2025 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:
➢ Minimization of dust and debris; and
➢ 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 $59,183 Local Zone L-1B $103,821
Local Zone L-1C $29,678 Local Zone L-1D $3,111
Local Zone L-1E $1,730 Local Zone L-2A $22,233
Local Zone L-2B $22,742 Local Zone L-2C $80,164
Local Zone L-2D $31,027 Local Zone L-2E $6,974
Local Zone L-2F $2,469 Local Zone L-2G $15,367
Local Zone L-2H $12,885 Local Zone L-2I $13,601
Local Zone L-2J $5,921 Local Zone L-2K $19,139
Local Zone L-2L $6,800 Local Zone L-2M $1,279
Local Zone L-2N $1,664 Local Zone L-2O $1,416
Local Zone L-2P $8,815 Local Zone L-2Q $2,981
Local Zone L-2R $2,741 Local Zone L-2S $1,450
Local Zone L-2T $7,605 Local Zone L-2U $2,415
Local Zone L-2V $12,618 Local Zone L-3 $851
Local Zone L-4A $8,065 Local Zone L-4B $3,705
Local Zone L-5A $56,480 Local Zone L-5B $46,352
Local Zone L-5C $16,033 Arterial Zone A-1 $3,367
Arterial Zone A-2 $9,353 Arterial Zone A-3 $8,865
Arterial Zone A-4 $18,936 Arterial Zone A-5 $21,166
Arterial Zone A-6 $16,477 Arterial Zone A-7 $35,121
Arterial Zone A-8 $12,071 Arterial Zone A-9 $23,935
Landscape Zone Landscape Zone

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 “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 2024/2025

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 2024/2025 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 2024/2025, 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
Fiscal Year 2024/2025

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 2024/2025 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’s land 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 the specific 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
Fiscal Year 2024/2025

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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

and parking facilities similar to non-residential developed parcels. The remaining parcel acreage (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]).

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 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 – Excluded 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 2024/2025

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) 5 - 11.643 8.7323
Exempt 7 - 60.454 -
Totals 1,216 1,197 104.389 1,247.3136
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
Fiscal Year 2024/2025

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 2024/2025

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 2024/2025

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) 13 - 20.446 15.3347
Special Case 3 - 2.403 1.8023
Exempt 29 - 64.654 -
Totals 677 630 93.486 651.6243
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 2024/2025

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) 3 - 10.681 8.0108
Exempt 9 - 50.203 -
Totals 377 487 62.542 475.1848
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 2024/2025

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 2024/2025

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 2024/2025

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 2024/2025

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
Fiscal Year 2024/2025

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) 22 - 43.888 32.9163
Exempt 213 - 1,654.758 -
Totals 3,261 3,351 1,994.230 4,064.3269
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) 21 - 49.173 36.8801
Special Case 1 - 1.102 0.8265
Exempt 71 - 852.206 -
Totals 1,264 1,280 945.944 1,400.7956

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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) 20 - 42.564 31.9233
Special Case 4 - 49.953 61.0398
Exempt 115 - 346.816 -
Totals 3,013 2,867 491.932 3,064.4787
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 2,022 1,997 - 2,022.0000
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) 20 - 49.155 36.8666
Exempt 158 - 241.705 -
Totals 2,214 1,997 383.066 2,256.8816

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 21 - 47.344 142.0320
Vacant/Rural (Undeveloped) 46 - 30.483 22.8633
Exempt 85 - 125.852 -
Totals 2,406 2,254 203.679 2,419.4953
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 2024/2025

Arterial Street Lighting Zone
Local Street Lighting Zone
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 22,025 21,997 - 22,025.0000
Residential Multi-Family 53 1,152 - 921.6000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 349 - 650.253 1,950.7590
School (Public/Private) 19 - 140.896 211.3440
Park 56 - 153.095 114.8223
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 208 - 273.512 205.1381
Special Case 8 - 76.250 92.8846
Exempt 1,223 - 3,575.044 -
Totals 23,950 23,437 4,895.222 25,704.8060
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 331 - 622.404 1,867.2120
School (Public/Private) 18 - 135.551 203.3265
Park 49 - 133.774 100.3314
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 148 - 189.600 142.2031
Special Case 8 - 76.250 92.8846
Exempt 926 - 1,740.883 -
Totals 19,558 18,957 2,924.634 21,132.8156

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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) 21 - 57.357 43.0179
Exempt 196 - 2,090.138 -
Totals 3,179 3,282 2,290.791 3,562.3645
Land Use Parcels Units
Applied
Acreage EBUs
Residential Single-Family 19,141 19,115 - 19,141.0000
Residential Multi-Family 51 683 - 546.4000
Mobile Home Park 2 288 - 144.0000
Non-Residential Developed 221 - 412.404 1,237.2120
School (Public/Private) 18 - 120.413 180.6195
Park 45 - 115.843 86.8832
Golf Course 7 - 26.172 39.2580
Vacant/Rural (Undeveloped) 182 - 209.624 157.2218
Special Case 8 - 76.250 92.8846
Exempt 1,007 - 1,429.798 -
Totals 20,682 20,086 2,390.504 21,625.4791
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 2024/2025

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:
➢ “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.
➢ “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.
➢ “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.
➢ “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.
➢ “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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

each property and that such assessments would include an annual inflationary adjustment (often 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:

In fiscal year 2018/2019 the property owners of record within Local Landscaping Zone L-2V, through a Property Owner Protest Ballot Proceeding, approved a new/increased assessment that included an Assessment Range Formula (inflationary adjustment) that over an initial four year period would increase the maximum assessment rate by the percentage increase to the prevailing wage for Landscape Maintenance Laborer as a result of the State of California’s proposed minimum wage increase adjustments. Over the first four years those adjustments were as follows:
fiscal year 2019/2020 (8.91%); fiscal year 2020/2021 (8.18%); fiscal year 2021/2022 (7.56%); and fiscal year 2022/2023 (7.03%). Commencing in fiscal year 2023/2024 and each fiscal year thereafter, the maximum assessment rate established for the improvements in fiscal year 2022/2023 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.

For fiscal year 2024/2025, 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 3.48% increase to the Maximum Assessment Rate approved in the prior fiscal year fiscal based on the Annual Inflationary Adjustment (Assessment Range Formula) described above.

The Assessment Range Formula for Local Landscaping Zones L-2E, L-4A, and L-1B 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 in Zones L-2E and L-4A may be adjusted by the percentage increase of the Local Consumer Price Index (CPI) plus three percent (CPI + 3.0%) Commencing with fiscal year 2025/2026 and each fiscal year thereafter, the maximum assessment rate established for the improvements in the previous fiscal year in Zone L-1B 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

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

percentage difference plus three percent shall then establish the range of increase to the maximum assessment rate allowed for Zone L-1B, 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.

For fiscal year 2024/2025, 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-1B represents the Maximum Assessment Rate approved for fiscal year 2024/2025 in the Protest Ballot Proceeding that concluded on December 5, 2023, and for Zones L-2E and L-4A the Maximum Assessment Rates per EBU represent a 6.48% increase to the Maximum Assessment Rate approved in the prior fiscal year fiscal based on the Annual Inflationary Adjustment (Assessment Range Formula) described above, (3.48% CPI +3.0% = 6.48%).

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 2024/2025, 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-2E and Zone L-4A represent a 3.48%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 2024/2025

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 2024/2025. 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 2024/2025, the ad valorem revenues are estimated to be $906,605 for lighting (used for Traffic Signals, Arterial Lighting and/or Local Lighting), 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).

Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025

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 $ 89,093 $ 96,714 $ 24,830 $ 2,552 Contractual Services 382,238 372,143 100,558 10,697
Landscape Utilities 147,138 187,633 47,903 5,412
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 618,469 $ 656,490 $ 173,291 $ 18,661 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ 247,000 $ - $ - CIP & Rehabilitation Fund Collection 85,414 328,319 23,598 2,528 Total CIP & Rehabilitation Funding $ 85,414 $ 575,319 $ 23,598 $ 2,528 Incidental Operational Expenses
Operational Reserve Funding $ 61,847 $ 65,649 $ 17,329 $ 1,866 City Administration/Professional Fees $ 77,857 $ 62,308 $ 22,635 $ 6,588 County Administration Fees 2,345 3,882 659 83
Miscellaneous Administration Expenses 1,168 935 340 99
Annual Administration Expenses 81,370 67,125 23,633 6,770 Total Annual Incidental Expenses $ 143,217 $ 132,774 $ 40,962 $ 8,636 TOTAL ANNUAL EXPENSES $ 847,100 $ 1,364,584 $ 237,851 $ 29,825 General Benefit Expenses (City Funded) (65,368) (110,386) (31,411) (3,298) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 781,732 $ 1,254,198 $ 206,440 $ 26,527

FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (61,847) $ - $ (17,329) $ (1,866) Unfunded CIP/Rehabilitation Fund Collection (85,414) - (23,598) (2,206) Reserve Fund Transfer/Deduction (49,807) - (4,135) -
Additional City Contribution and/or Service Reductions (50,465) - - - Total Funding Adjustments / Contributions $ (247,532) $ - $ (45,062) $ (4,072) BALANCE TO LEVY $ 534,199 $ 1,254,198 $ 161,378 $ 22,455

DISTRICT STATISTICS
Total Parcels 1,216 636 379 51
Parcels Levied 1,209 625 374 50
Total Benefit Units 1,247.31 628.36 376.81 52.43
Full Special Benefit Cost Recovery Rate per EBU $626.73 $1,996.00 $547.87 $505.95 Authorized Maximum Assessment Rate per EBU $428.2887 $1,996.0000 $428.2887 $428.2887 Applied Assessment Rate per EBU $428.28 $1,996.00 $428.28 $428.28

RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 49,807 $ 86,683 $ 27,068 $ 5,751 Collections / (Contributions) (49,807) 393,968 (4,135) 322 Estimated Ending Fund Balance $ - $ 480,651 $ 22,933 $ 6,072