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
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-1E; and L-2 (A through C)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-1E Zone L-2A Zone L-2B Zone L-2C
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 2,048 $ 36,032 $ 32,836 $ 137,321 Contractual Services 9,711 144,125 135,825 509,890
Landscape Utilities 2,212 73,201 58,676 316,327
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 13,971 $ 253,357 $ 227,336 $ 963,538 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 118,000 $ 10,000 $ 40,000 $ - CIP & Rehabilitation Fund Collection - 34,343 31,167 128,715 Total CIP & Rehabilitation Funding $ 118,000 $ 44,343 $ 71,167 $ 128,715 Incidental Operational Expenses
Operational Reserve Funding $ - $ 25,336 $ 22,734 $ 96,354 City Administration/Professional Fees $ 17,472 $ 25,862 $ 31,807 $ 96,380 County Administration Fees 448 971 991 3,566
Miscellaneous Administration Expenses 262 388 477 1,446 Annual Administration Expenses 18,183 27,221 33,275 101,391 Total Annual Incidental Expenses $ 18,183 $ 52,557 $ 56,009 $ 197,745 TOTAL ANNUAL EXPENSES $ 150,153 $ 350,256 $ 354,512 $ 1,289,998 General Benefit Expenses (City Funded) (1,870) (24,767) (25,015) (89,799) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 148,283 $ 325,489 $ 329,497 $ 1,200,199
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ (23,504) $ (22,734) $ (96,354) Unfunded CIP/Rehabilitation Fund Collection - - (31,167) (77,622) Reserve Fund Transfer/Deduction (92,580) - (21,757) -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (92,580) $ (23,504) $ (75,658) $ (173,976) BALANCE TO LEVY $ 55,703 $ 301,986 $ 253,839 $ 1,026,223
DISTRICT STATISTICS
Total Parcels 256 302 580 1,148
Parcels Levied 244 302 565 1,089
Total Benefit Units 563.00 304.75 566.23 1,091.75
Full Special Benefit Cost Recovery Rate per EBU $263.38 $1,068.05 $581.92 $1,099.34 Authorized Maximum Assessment Rate per EBU $428.2887 $990.9337 $448.3006 $939.9851 Applied Assessment Rate per EBU $98.94 $990.92 $448.30 $939.98
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 352,760 $ 227,109 $ 351,222 $ 10,614 Collections / (Contributions) (92,580) 36,175 (21,757) 51,093 Estimated Ending Fund Balance $ 260,180 $ 263,284 $ 329,465 $ 61,707
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-2 (D through G)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2D Zone L-2E Zone L-2F Zone L-2G
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 41,033 $ 12,798 $ 6,496 $ 28,941 Contractual Services 137,349 44,638 31,861 120,305
Landscape Utilities 106,608 32,202 7,571 53,397
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 284,990 $ 89,638 $ 45,928 $ 202,643 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 50,000 $ - $ - $ 35,000 CIP & Rehabilitation Fund Collection 37,418 11,835 6,511 27,727 Total CIP & Rehabilitation Funding $ 87,418 $ 11,835 $ 6,511 $ 62,727 Incidental Operational Expenses
Operational Reserve Funding $ 28,499 $ 8,964 $ 4,593 $ 20,264 City Administration/Professional Fees $ 27,187 $ 9,150 $ 6,708 $ 32,790 County Administration Fees 1,199 332 177 894
Miscellaneous Administration Expenses 408 137 101 492
Annual Administration Expenses 28,794 9,619 6,986 34,176 Total Annual Incidental Expenses $ 57,293 $ 18,583 $ 11,579 $ 54,440 TOTAL ANNUAL EXPENSES $ 429,701 $ 120,055 $ 64,018 $ 319,811 General Benefit Expenses (City Funded) (33,877) (7,870) (2,928) (17,393) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 395,824 $ 112,185 $ 61,090 $ 302,418
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (28,499) $ (8,964) $ (4,593) $ (15,990) Unfunded CIP/Rehabilitation Fund Collection (37,418) (1,466) (1,992) - Reserve Fund Transfer/Deduction (13,040) - - -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (78,957) $ (10,430) $ (6,585) $ (15,990) BALANCE TO LEVY $ 316,867 $ 101,755 $ 54,505 $ 286,428
DISTRICT STATISTICS
Total Parcels 281 108 125 677
Parcels Levied 278 107 124 648
Total Benefit Units 278.00 107.22 124.00 651.62
Full Special Benefit Cost Recovery Rate per EBU $1,423.83 $1,046.33 $492.66 $464.10 Authorized Maximum Assessment Rate per EBU $1,139.8141 $949.0529 $439.5651 $439.5651 Applied Assessment Rate per EBU $1,139.80 $949.04 $439.56 $439.56
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 329,847 $ 35,351 $ 65,673 $ 226,379 Collections / (Contributions) (13,040) 10,369 4,519 32,001 Estimated Ending Fund Balance $ 316,807 $ 45,720 $ 70,193 $ 258,380
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-2 (H through K)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2H Zone L-2I Zone L-2J Zone L-2K
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 18,508 $ 19,444 $ 8,698 $ 30,550 Contractual Services 70,278 75,914 36,199 93,332
Landscape Utilities 40,702 40,636 16,648 93,359
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 129,488 $ 135,995 $ 61,545 $ 217,241 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 25,000 $ 30,000 $ 20,000 $ - CIP & Rehabilitation Fund Collection 17,388 18,368 8,400 27,918 Total CIP & Rehabilitation Funding $ 42,388 $ 48,368 $ 28,400 $ 27,918 Incidental Operational Expenses
Operational Reserve Funding $ 12,949 $ 13,599 $ 6,155 $ 21,724 City Administration/Professional Fees $ 21,035 $ 26,950 $ 16,996 $ 28,255 County Administration Fees 579 634 321 820
Miscellaneous Administration Expenses 316 404 255 424
Annual Administration Expenses 21,929 27,988 17,572 29,499 Total Annual Incidental Expenses $ 34,878 $ 41,587 $ 23,727 $ 51,223 TOTAL ANNUAL EXPENSES $ 206,754 $ 225,950 $ 113,672 $ 296,383 General Benefit Expenses (City Funded) (14,180) (14,961) (6,536) (21,311) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 192,574 $ 210,989 $ 107,136 $ 275,072
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (7,149) $ - $ - $ (21,724) Unfunded CIP/Rehabilitation Fund Collection - - - (27,918) Reserve Fund Transfer/Deduction - - - (16,558)
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (7,149) $ - $ - $ (66,200) BALANCE TO LEVY $ 185,425 $ 210,989 $ 107,136 $ 208,872
DISTRICT STATISTICS
Total Parcels 423 633 400 377
Parcels Levied 420 608 394 368
Total Benefit Units 421.84 607.69 438.72 475.18
Full Special Benefit Cost Recovery Rate per EBU $456.51 $347.20 $244.20 $578.87 Authorized Maximum Assessment Rate per EBU $439.5651 $439.5651 $439.5651 $439.5651 Applied Assessment Rate per EBU $439.56 $347.20 $244.22 $439.56
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 327,059 $ 366,757 $ 267,317 $ 100,862 Collections / (Contributions) 23,188 31,967 14,555 (16,558) Estimated Ending Fund Balance $ 350,247 $ 398,724 $ 281,872 $ 84,304
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-2 (L through O)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2L Zone L-2M Zone L-2N Zone L-2O
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 12,678 $ 2,811 $ 2,344 $ 6,211 Contractual Services 44,502 9,136 8,307 30,212
Landscape Utilities 31,929 8,076 5,708 6,438
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 89,109 $ 20,022 $ 16,359 $ 42,861 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ 25,000 $ 5,000 $ - CIP & Rehabilitation Fund Collection 11,770 2,600 2,169 6,107 Total CIP & Rehabilitation Funding $ 11,770 $ 27,600 $ 7,169 $ 6,107 Incidental Operational Expenses
Operational Reserve Funding $ 8,911 $ 2,002 $ 1,636 $ 4,286 City Administration/Professional Fees $ 9,854 $ 8,040 $ 3,341 $ 9,471 County Administration Fees 332 167 81 175
Miscellaneous Administration Expenses 148 121 50 142
Annual Administration Expenses 10,334 8,328 3,471 9,788 Total Annual Incidental Expenses $ 19,245 $ 10,330 $ 5,107 $ 14,074 TOTAL ANNUAL EXPENSES $ 120,125 $ 57,952 $ 28,635 $ 63,042 General Benefit Expenses (City Funded) (7,691) (1,479) (1,828) (1,845) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 112,434 $ 56,473 $ 26,807 $ 61,197
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (8,911) $ - $ - $ -
Unfunded CIP/Rehabilitation Fund Collection (11,770) - - - Reserve Fund Transfer/Deduction (5,951) - - -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (26,632) $ - $ - $ - BALANCE TO LEVY $ 85,802 $ 56,473 $ 26,807 $ 61,197
DISTRICT STATISTICS
Total Parcels 134 228 6 239
Parcels Levied 133 210 5 225
Total Benefit Units 133.00 228.20 76.55 225.00
Full Special Benefit Cost Recovery Rate per EBU $845.37 $247.48 $350.20 $271.99 Authorized Maximum Assessment Rate per EBU $645.1391 $439.5651 $439.5651 $439.5651 Applied Assessment Rate per EBU $645.12 $247.48 $350.22 $272.00
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 22,951 $ 94,182 $ 18,163 $ 254,309 Collections / (Contributions) (5,951) 4,602 3,805 10,393 Estimated Ending Fund Balance $ 17,001 $ 98,784 $ 21,968 $ 264,702
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-2 (P through S)
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2P Zone L-2Q Zone L-2R Zone L-2S
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 17,009 $ 5,037 $ 7,918 $ 2,069 Contractual Services 63,528 19,112 28,115 6,968
Landscape Utilities 37,817 11,195 19,575 5,582
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 118,353 $ 35,344 $ 55,608 $ 14,619 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ 10,000 $ 10,000 $ 10,000 CIP & Rehabilitation Fund Collection 15,863 4,742 7,362 1,914 Total CIP & Rehabilitation Funding $ 15,863 $ 14,742 $ 17,362 $ 11,914 Incidental Operational Expenses
Operational Reserve Funding $ 11,835 $ 3,534 $ 5,561 $ 1,462 City Administration/Professional Fees $ 10,540 $ 11,705 $ 9,398 $ 6,511 County Administration Fees 434 185 247 99
Miscellaneous Administration Expenses 158 176 141 98
Annual Administration Expenses 11,132 12,065 9,786 6,708 Total Annual Incidental Expenses $ 22,967 $ 15,599 $ 15,347 $ 8,170 TOTAL ANNUAL EXPENSES $ 157,183 $ 65,685 $ 88,317 $ 34,704 General Benefit Expenses (City Funded) (9,999) (3,334) (3,297) (1,596) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 147,184 $ 62,351 $ 85,020 $ 33,108
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (11,835) $ - $ - $ - Unfunded CIP/Rehabilitation Fund Collection (15,863) - - - Reserve Fund Transfer/Deduction (5,797) - - -
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (33,495) $ - $ - $ - BALANCE TO LEVY $ 113,690 $ 62,351 $ 85,020 $ 33,108
DISTRICT STATISTICS
Total Parcels 97 330 200 125
Parcels Levied 90 317 194 119
Total Benefit Units 89.89 318.12 193.57 188.43
Full Special Benefit Cost Recovery Rate per EBU $1,637.30 $196.00 $439.22 $175.70 Authorized Maximum Assessment Rate per EBU $1,264.7073 $439.5651 $439.5651 $439.5651 Applied Assessment Rate per EBU $1,264.70 $196.00 $439.24 $175.72
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 47,191 $ 238,932 $ 114,882 $ 90,612 Collections / (Contributions) (5,797) 8,276 12,923 3,376 Estimated Ending Fund Balance $ 41,394 $ 247,208 $ 127,805 $ 93,988
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-2 (T through V) and L-3
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-2T Zone L-2U Zone L-2V Zone L-3
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 11,606 $ 4,377 $ 32,909 $ 2,291 Contractual Services 49,830 21,412 130,916 9,892
Landscape Utilities 19,241 5,064 69,250 3,946
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 80,677 $ 30,852 $ 233,075 $ 16,129 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 40,000 $ 20,000 $ 50,000 $ 5,000 CIP & Rehabilitation Fund Collection 11,139 4,374 31,499 2,222 Total CIP & Rehabilitation Funding $ 51,139 $ 24,374 $ 81,499 $ 7,222 Incidental Operational Expenses
Operational Reserve Funding $ 8,068 $ 3,085 $ 23,308 $ 1,613 City Administration/Professional Fees $ 13,434 $ 5,496 $ 22,869 $ 16,052 County Administration Fees 436 182 1,012 118
Miscellaneous Administration Expenses 202 82 343 241
Annual Administration Expenses 14,071 5,761 24,224 16,411 Total Annual Incidental Expenses $ 22,139 $ 8,846 $ 47,532 $ 18,024 TOTAL ANNUAL EXPENSES $ 153,955 $ 64,072 $ 362,107 $ 41,375 General Benefit Expenses (City Funded) (8,412) (2,724) (14,949) (1,012) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 145,543 $ 61,348 $ 347,158 $ 40,363
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ (8,068) $ (3,085) $ (23,308) $ (1,613) Unfunded CIP/Rehabilitation Fund Collection (11,139) (4,374) (31,499) (2,222) Reserve Fund Transfer/Deduction (5,897) (2,460) (32,519) (4,776) Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (25,104) $ (9,919) $ (87,326) $ (8,611) BALANCE TO LEVY $ 120,439 $ 51,429 $ 259,831 $ 31,752
DISTRICT STATISTICS
Total Parcels 284 118 268 89
Parcels Levied 274 117 248 69
Total Benefit Units 274.00 117.00 247.87 516.96
Full Special Benefit Cost Recovery Rate per EBU $531.18 $524.34 $1,400.57 $78.08 Authorized Maximum Assessment Rate per EBU $439.5651 $439.5651 $1,048.2612 $61.4228 Applied Assessment Rate per EBU $439.56 $439.56 $1,048.26 $61.42
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 189,651 $ 69,291 $ 231,442 $ 34,507 Collections / (Contributions) (5,897) (2,460) (32,519) (4,776) Estimated Ending Fund Balance $ 183,754 $ 66,830 $ 198,922 $ 29,731
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones L-4 (A and B); and L-5 (A and B) * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2024/2025 the ad valorem revenues being applied are estimated to be $674,364 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $77,241 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Local Local Local Local
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-4A Zone L-4B Zone L-5A Zone L-5B
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 12,732 $ 4,366 $ 73,592 $ 61,436 Contractual Services 48,722 15,258 304,222 237,254
Landscape Utilities 26,762 9,348 138,456 121,981
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 88,216 $ 28,971 $ 516,270 $ 420,671 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 35,000 $ - $ - $ 100,000 CIP & Rehabilitation Fund Collection 11,894 7,261 70,518 57,001 Total CIP & Rehabilitation Funding $ 46,894 $ 7,261 $ 70,518 $ 157,001 Incidental Operational Expenses
Operational Reserve Funding $ 8,783 $ 2,897 $ 51,627 $ 42,067 City Administration/Professional Fees $ 10,059 $ 4,898 $ 57,086 $ 63,765 County Administration Fees 436 123 1,932 1,924
Miscellaneous Administration Expenses 151 73 856 956
Annual Administration Expenses 10,645 5,095 59,874 66,646 Total Annual Incidental Expenses $ 19,428 $ 7,992 $ 111,501 $ 108,713 TOTAL ANNUAL EXPENSES $ 154,538 $ 44,224 $ 698,289 $ 686,384 General Benefit Expenses (City Funded) (8,947) (3,995) (61,643) (50,559) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 145,591 $ 40,229 $ 636,646 $ 635,825
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ (35,853) $ (28,446) $ - $ - Unfunded Reserve Fund Collection $ - $ - $ (51,627) $ (42,067) Unfunded CIP/Rehabilitation Fund Collection - - (70,518) (57,001) Reserve Fund Transfer/Deduction - - (28,366) (67,806)
Additional City Contribution and/or Service Reductions - - - - Total Funding Adjustments / Contributions $ (35,853) $ (28,446) $ (150,511) $ (166,874) BALANCE TO LEVY $ 109,738 $ 11,783 $ 486,136 $ 468,951
DISTRICT STATISTICS
Total Parcels 150 105 797 1,260
Parcels Levied 142 102 754 1,148
Total Benefit Units 141.98 100.90 764.00 1,214.84
Full Special Benefit Cost Recovery Rate per EBU $1,025.43 $398.71 $833.30 $523.38 Authorized Maximum Assessment Rate per EBU $772.9129 $116.7999 $636.3058 $386.0223 Applied Assessment Rate per EBU $772.90 $116.78 $636.30 $386.02
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 93,034 $ 11,574 $ 128,690 $ 625,483 Collections / (Contributions) 20,677 10,158 (28,366) (67,806) Estimated Ending Fund Balance $ 113,711 $ 21,731 $ 100,324 $ 557,676
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zone L-5C and Arterial Landscaping Zones (A-1 through A-3) * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2024/2025 the ad valorem revenues being applied are estimated to be $674,364 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $77,241 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Local Arterial Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone L-5C Zone A-1 Zone A-2 Zone A-3
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 17,919 $ 18,806 $ 29,435 $ 14,293 Contractual Services 78,933 78,274 103,143 56,486
Landscape Utilities 27,610 34,007 73,865 29,855
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 124,462 $ 131,087 $ 206,443 $ 100,633 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 100,000 $ 25,000 $ - $ - CIP & Rehabilitation Fund Collection 17,289 17,963 27,274 13,603 Total CIP & Rehabilitation Funding $ 117,289 $ 42,963 $ 27,274 $ 13,603 Incidental Operational Expenses
Operational Reserve Funding $ 12,446 $ - $ - $ -
City Administration/Professional Fees $ 31,610 $ 32,333 $ 21,171 $ 15,122 County Administration Fees 820 619 765 388
Miscellaneous Administration Expenses 474 485 318 227
Annual Administration Expenses 32,905 33,437 22,254 15,737 Total Annual Incidental Expenses $ 45,351 $ 33,437 $ 22,254 $ 15,737 TOTAL ANNUAL EXPENSES $ 287,102 $ 207,487 $ 255,971 $ 129,973 General Benefit Expenses (City Funded) (17,278) (4,809) (11,624) (9,972) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 269,824 $ 202,678 $ 244,347 $ 120,001
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ - $ - $ -
Unfunded CIP/Rehabilitation Fund Collection - - (27,274) (13,603) Reserve Fund Transfer/Deduction (47,407) - (477) (8,104) Additional City Contribution and/or Service Reductions - - (138,404) - Total Funding Adjustments / Contributions $ (47,407) $ - $ (166,156) $ (21,707) BALANCE TO LEVY $ 222,416 $ 202,678 $ 78,191 $ 98,294
DISTRICT STATISTICS
Total Parcels 741 3,261 1,104 1,264
Parcels Levied 695 3,048 1,070 1,193
Total Benefit Units 785.53 4,064.33 1,114.31 1,400.80
Full Special Benefit Cost Recovery Rate per EBU $343.49 $49.87 $219.28 $85.67 Authorized Maximum Assessment Rate per EBU $386.0223 $70.1724 $70.1724 $70.1724 Applied Assessment Rate per EBU $283.16 $49.88 $70.16 $70.16
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 664,662 $ 992,051 $ 477 $ 35,767 Collections / (Contributions) (17,672) 17,963 (477) (8,104) Estimated Ending Fund Balance $ 646,990 $ 1,010,014 $ - $ 27,663
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Arterial Landscaping Zones (A-4 through A-7)
* The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2024/2025 the ad valorem revenues being applied are estimated to be $674,364 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $77,241 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Arterial Arterial Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Landscaping Landscaping Zone A-4 Zone A-5 Zone A-6 Zone A-7
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 22,273 $ 32,247 $ 21,344 $ 69,890 Contractual Services 84,748 133,646 87,633 279,370
Landscape Utilities 48,814 58,391 38,860 143,395
Lighting Electrical Service - - - -
Total Annual Maintenance Expenses $ 155,835 $ 224,283 $ 147,837 $ 492,655 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 75,000 $ - $ - $ - CIP & Rehabilitation Fund Collection 20,934 30,723 20,233 66,729 Total CIP & Rehabilitation Funding $ 95,934 $ 30,723 $ 20,233 $ 66,729 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ -
City Administration/Professional Fees $ 28,174 $ 33,478 $ 23,324 $ 68,076 County Administration Fees 840 865 574 1,882
Miscellaneous Administration Expenses 423 502 350 1,021 Annual Administration Expenses 29,436 34,845 24,248 70,980 Total Annual Incidental Expenses $ 29,436 $ 34,845 $ 24,248 $ 70,980 TOTAL ANNUAL EXPENSES $ 281,206 $ 289,851 $ 192,319 $ 630,364 General Benefit Expenses (City Funded) (20,650) (23,633) (18,103) (40,540) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 260,556 $ 266,218 $ 174,216 $ 589,824
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ -
Unfunded Reserve Fund Collection $ - $ - $ - $ -
Unfunded CIP/Rehabilitation Fund Collection (20,934) (30,723) (15,850) (66,729) Reserve Fund Transfer/Deduction (28,812) (20,461) - (13,186) Additional City Contribution and/or Service Reductions - - - (89,818) Total Funding Adjustments / Contributions $ (49,746) $ (51,184) $ (15,850) $ (169,733) BALANCE TO LEVY $ 210,810 $ 215,034 $ 158,365 $ 420,091
DISTRICT STATISTICS
Total Parcels 2,849 3,013 2,214 5,370
Parcels Levied 2,764 2,898 2,056 5,003
Total Benefit Units 3,004.27 3,064.48 2,256.88 5,986.77 Full Special Benefit Cost Recovery Rate per EBU $86.73 $86.87 $77.19 $98.52 Authorized Maximum Assessment Rate per EBU $70.1724 $70.1724 $70.1724 $70.1724 Applied Assessment Rate per EBU $70.16 $70.16 $70.16 $70.16
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 381,384 $ 22,813 $ 93,107 $ 13,186 Collections / (Contributions) (28,812) (20,461) 4,383 (13,186) Estimated Ending Fund Balance $ 352,573 $ 2,352 $ 97,490 $ -
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Arterial Landscaping Zones (A-8 and A-9), Arterial and Local Street Lighting * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2024/2025 the ad valorem revenues being applied are estimated to be $674,364 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $77,241 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Arterial Arterial
BUDGET ITEMS Landscaping Landscaping Arterial Local
Zone A-8 Zone A-9 Lighting Lighting
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 25,620 $ 50,007 $ 2,088 $ 6,263 Contractual Services 120,472 165,392 22,270 9,698
Landscape Utilities 34,296 137,125 - -
Lighting Electrical Service - - 185,803 956,340
Total Annual Maintenance Expenses $ 180,388 $ 352,523 $ 210,161 $ 972,300 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ 30,000 $ - $ - $ - CIP & Rehabilitation Fund Collection 25,344 46,022 - -
Total CIP & Rehabilitation Funding $ 55,344 $ 46,022 $ - $ - Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ -
City Administration/Professional Fees $ 26,590 $ 38,913 $ 14,319 $ 27,605 County Administration Fees 787 1,312 673 3,000
Miscellaneous Administration Expenses 399 584 215 414
Annual Administration Expenses 27,776 40,809 15,208 31,018 Total Annual Incidental Expenses $ 27,776 $ 40,809 $ 15,208 $ 31,018 TOTAL ANNUAL EXPENSES $ 263,508 $ 439,354 $ 225,368 $ 1,003,319 General Benefit Expenses (City Funded) (14,055) (27,813) (67,611) (200,664) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 249,453 $ 411,541 $ 157,757 $ 802,655
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ (109,946) $ (296,143) Unfunded Reserve Fund Collection $ - $ - $ - $ -
Unfunded CIP/Rehabilitation Fund Collection (25,344) (46,022) - - Reserve Fund Transfer/Deduction (54,333) (815) - -
Additional City Contribution and/or Service Reductions - (196,753) - - Total Funding Adjustments / Contributions $ (79,677) $ (243,590) $ (109,946) $ (296,143) BALANCE TO LEVY $ 169,776 $ 167,951 $ 47,811 $ 506,512
DISTRICT STATISTICS
Total Parcels 2,406 2,458 23,950 19,558
Parcels Levied 2,321 2,374 22,727 18,632
Total Benefit Units 2,419.50 2,393.48 25,704.81 21,132.82 Full Special Benefit Cost Recovery Rate per EBU $103.10 $171.94 $6.14 $37.98 Authorized Maximum Assessment Rate per EBU $70.1724 $70.1724 $1.8612 $23.9931 Applied Assessment Rate per EBU $70.16 $70.16 $1.86 $23.98
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ 217,460 $ 815 $ - $ -
Collections / (Contributions) (54,333) (815) - -
Estimated Ending Fund Balance $ 163,127 $ - $ - $ -
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Traffic Signal Zones TS-1 through TS-3; and District Total * The City annually receives ad valorem funding for lighting and landscaping. These General Fund revenues are used to fund in whole or in part, the General Benefit Expenses and/or Additional City Contributions in specified Zones. For fiscal year 2024/2025 the ad valorem revenues being applied are estimated to be $674,364 for lighting (may be used for Arterial Lighting, Local Lighting, and/or Traffic Signals), and $77,241 for landscaping (which may be used in Local Landscaping Zones L-4A or L-4B, and any of the nine Arterial Landscaping Zones.
Traffic Traffic Traffic Total
BUDGET ITEMS Signals Signals Signals District
Zone TS-1 Zone TS-2 Zone TS-3 Budget
ANNUAL OPERATING EXPENSES
Annual Maintenance Expenses
Personnel, Maintenance, Operations $ 2,088 $ 30,479 $ 835 $ 1,190,866 Contractual Services 16,114 156,354 4,191 4,699,169
Landscape Utilities - - - 2,376,206
Lighting Electrical Service 6,376 83,367 1,588 1,233,474 Total Annual Maintenance Expenses $ 24,577 $ 270,199 $ 6,614 $ 9,499,716 Capital Improvement Project & Rehabilitation
Planned CIP & Rehabilitation Expenditures $ - $ - $ - $ 1,115,000 CIP & Rehabilitation Fund Collection - - - 1,324,198
Total CIP & Rehabilitation Funding $ - $ - $ - $ 2,439,198 Incidental Operational Expenses
Operational Reserve Funding $ - $ - $ - $ 600,983
City Administration/Professional Fees $ 1,872 $ 13,322 $ 319 $ 1,148,727 County Administration Fees 79 851 21 39,263
Miscellaneous Administration Expenses 28 200 5 17,231
Annual Administration Expenses 1,979 14,372 344 1,205,221 Total Annual Incidental Expenses $ 1,979 $ 14,372 $ 344 $ 1,806,203 TOTAL ANNUAL EXPENSES $ 26,556 $ 284,572 $ 6,958 $ 13,745,117 General Benefit Expenses (City Funded) (13,278) (142,286) (3,479) (1,270,075) TOTAL ELIGIBLE SPECIAL BENEFIT EXPENSES $ 13,278 $ 142,286 $ 3,479 $ 12,475,042
FUNDING ADJUSTMENTS/CONTRIBUTIONS
Available Ad Valorem Revenues Applied $ - $ - $ - $ (470,388) Unfunded Reserve Fund Collection $ - $ - $ - $ (461,066) Unfunded CIP/Rehabilitation Fund Collection - - - (739,667) Reserve Fund Transfer/Deduction - - - (525,044)
Additional City Contribution and/or Service Reductions - - - (475,440) Total Funding Adjustments / Contributions $ - $ - $ - $ (2,671,605) BALANCE TO LEVY $ 13,278 $ 142,286 $ 3,479 $ 9,803,437
DISTRICT STATISTICS
Total Parcels 3,179 20,682 89
Parcels Levied 2,983 19,675 69
Total Benefit Units 3,562.36 21,625.48 516.96
Full Special Benefit Cost Recovery Rate per EBU $3.73 $6.58 $6.73 Authorized Maximum Assessment Rate per EBU $4.2116 $8.3145 $10.2439 Applied Assessment Rate per EBU $3.74 $6.58 $6.74
RESERVE & CIP FUND BALANCES
Beginning Fund Balance $ - $ - $ - $ 7,516,874
Collections / (Contributions) - - - 199,404
Estimated Ending Fund Balance $ - $ - $ - $ 7,716,277
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Part IV - Assessment Roll
Due to the number of parcels in the District, the Assessment Roll for fiscal year 2024/2025 (a listing of the parcels to be assessed within this District along with the assessment amounts) has been filed with the City Clerk in an electronic format and is, by reference, made part of this Report.
The proposed Assessment Roll shall be available for public inspection in the City Clerk’s Office during normal office hours.
The Assessment Roll reflects all properties identified within the District and their assessment amount(s) for fiscal year 2024/2025. Each parcel listed on the Assessment Roll is currently shown and illustrated on the County Assessor's Roll and the County Assessor’s Parcel Number Maps (APN maps). These records are by reference, made part of this Report and shall govern for all details concerning the description of the lots or parcels. All assessments presented on the assessment roll are subject to change as a result of parcel changes made by the County including parcel splits, parcel merges or development changes that occur prior to the County Assessor's Office securing the final roll and generating tax bills for fiscal year 2024/2025.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Part V - Assessment Diagrams
The boundary of the Yorba Linda Street Lighting and Landscaping Maintenance District is coterminous with the City boundaries and consists of all lots, parcels, and subdivisions of land within the City of Yorba Linda. The following section contains various diagrams that show the boundaries of the Zones within the District that were previously identified and discussed. In addition to depicting the boundaries of the Zones within the District, some diagrams also show the location and extent of the landscape improvements within the Zone.
The parcels within each District Zone consist of all lots, parcels, and subdivisions of land within the boundaries as depicted by these diagrams and shall consist of, and be dictated by, the lines and dimensions as those lots, parcels, and subdivisions of land shown on the Orange County Assessor’s parcel maps for the current year, and by reference, the Orange County Assessor’s parcel maps are incorporated herein and made part of this Report. The following diagrams show the boundaries of the District Zones for fiscal year 2024/2025. These diagrams along with the Assessment Roll incorporated in this Report constitute the District Assessment Diagram for fiscal year 2024/2025.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Arterial Landscaping Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Arterial Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Local Street Lighting Zone
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Traffic Signal Zones
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Appendix A - Historical District Changes
In accordance with the 1972 Act, the Yorba Linda City Council had previously formed the following six (6) Maintenance Assessment Districts:
• Citywide Street Lighting Maintenance District No. 2, in 1979 • Landscape Maintenance No. 1, in 1980
• Landscape Maintenance No. 2, in 1980
• Landscape Maintenance No. 3, in 1981
• Landscape Maintenance No. 5, in 1988
• Landscape Maintenance No. 7, in 1990
These districts were formed to provide a means of funding the maintenance of public improvements including parkway side-panel and median landscaping, greenbelt and slope landscaping within residential developments, and the street lighting and traffic signal systems that benefited properties and developments within the City.
In order to continue to provide for the expenses and servicing of facilities within the boundaries of these districts and to reduce the administrative cost incurred in administering the districts, the City Council at their meeting of June 21, 1994, approved the consolidation of all the districts into a single city-wide consolidated district designated as the Street Lighting and Landscape Maintenance District.
Fiscal Year 1997/1998:
In response to the new procedures required by Proposition 218 (Prop. 218), which was approved on the November 1996 Statewide ballot and added Article XIII D to the California State Constitution, the City initiated steps to reorganize the District to reflect the special benefits associated with the improvements for each property in the District, commencing with the fiscal year 1997/1998. This reorganized District established a citywide Arterial Landscaping Zone, a citywide Arterial Street Lighting Zone, a non-contiguous Local Street Lighting Zone, three Traffic Signal Zones (TS-1, TS-2, and TS-3), and four Local Landscaping Zones (L-1, L-2, L-3, and L-4).
As part of this District reorganization, notices and ballots were mailed to all property owners within the District, outlining the changes to the method of apportionment and the resulting assessment amount proposed for each property and that such assessments would include an annual inflationary adjustment (escalator) based on the Consumer Price Index (CPI). On July 1, 1997, the ballot results were tabulated with eighty-three percent (83%) of the returned assessment ballots approving the assessment rates and annual inflationary adjustment.
Fiscal Year 2000/2001 - Fiscal Year 2002/2003:
In fiscal year 2000/2001, the City Council adopted a resolution establishing Local Landscaping Zone L-5 within the District. The boundaries of Zone L-5 include the area involved in the “Shell Reorganization” (RO 94-01) recorded October 15, 1996, under a Certificate of Completion by the Local Agency Formation Commission (LAFCO) of Orange County. Zone L-5 was created to fund the maintenance and servicing of slopes, parkway side-panels, median islands, trails, and greenbelt areas for the Vista Del Verde master planned project. Subsequently, various developing tracts adjacent to the original Zone boundaries were annexed into Zone L-5. However, even with the annexation of additional territory, the overall number of housing units for the Zone was less
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
than what was originally anticipated, but the area of landscaping to be maintained within the Zone increased. As a result, the annual assessments did not sufficiently account for the costs associated with the special benefits received by parcels within that Zone and in fiscal year 2003/2004, the City Council established Local Landscaping Zone L-5A (Vista Del Verde) over a portion of the original Zone L-5 in order to provide for the additional funds required to maintain the level of landscaping and special benefits to parcels within the Vista Del Verde project area.
The new zone was formed in compliance with proceedings outlined in Article XIII D of the California State Constitution for the implementation of new or increased assessments. The remaining developments that were annexed into Zone L-5 after the original establishment of the Zone were not included as part of Zone L-5A and were not part of the balloting.
Fiscal Year 2012/2013:
A review, analysis and evaluation of the improvements and properties within Local Landscaping Zone L-2 was conducted and as a result of that analysis, this Local Landscaping Zone was reengineered to establish sixteen (16) Local Landscaping Zones (L-2A through L-2P) to more accurately identify the local landscaping improvements associated with the properties and the proportional special benefit derived from those improvements. While this restructuring of Zone L2 did not increase the previously adopted maximum assessments allowed, the re-engineering did bring to light that to fully fund the maintenance and operation of the improvements that provide special benefit to properties within many of these newly established Zones, assessment increases may likely be warranted in the future.
Fiscal Year 2013/2014:
As part of an ongoing effort to clarify and ensure that the annual District assessments are consistent with the substantive provisions of the California Constitution Article XIII D and the provisions of the Landscaping and Lighting Act of 1972, in fiscal year 2013/2014 a similar review and analysis of the improvements and properties was conducted for Local Landscaping Zones L1, L-3, L-4 and L-5. As a result of that review and analysis the following zone restructuring was implemented: Zone L-1 was split into three zones (L-1A, L-1B and L-1C); Zone L-3 was left unchanged; Zone L-4 was split into two zones (L-4A and L-4B); and Zone L-5 and L-5A were reorganized into three zones (L-5A, L-5B and L-5C).
In addition to the Local Landscaping Zone changes, an initial re-engineering of the Arterial Landscaping Zone was implemented establishing three arterial zones: Zone A-1 which generally included properties in the eastern portion of the City (east of Yorba Linda Boulevard); Zone A-2, which generally included properties and developments in the western and northern portion of the City that were within one of the Local Landscaping Zones (excluding Zones L-4A & L-4B); and Zone A-3 which includes all other properties not included within Zone A-1 or Zone A-2.
Fiscal Year 2014/2015:
In response to recommendations put forth by the Yorba Linda Landscape Maintenance Citizen Advisory Committee (LMCAC) established by the City Council and the recommendations of the City Council itself, additional changes and refinements to the District were implemented in fiscal year 2014/2015. These changes included:
➢ Local Landscaping Zone L-2B (originally established in fiscal year 2012/2013) was split into four smaller Local Landscaping Zones:
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
• the residential area east of Village Center Drive and south of Yorba Linda Boulevard (which was a large part of the original Zone) continued to be designated as Zone L-2B; • the area located north of Bastanchury Road and west of Village Center Drive was designated as Zone L-2Q;
• the area between Yorba Linda Boulevard and Bastanchury Road on the west side of Village Center Drive was designated as Zone L-2R; and,
• the remaining area located between Yorba Linda Boulevard and Bastanchury Road on the east side of Village Center Drive was designated as Zone L-2S. ➢ Local Landscaping Zone L-1B (originally established in fiscal year 2013/2014) was split into two smaller Local Landscaping Zones:
• the area east of Camino De Bryant Village between La Palma Avenue and the railroad tracks being designated as Zone L-1D; and,
• the residential area north of the railroad tracks on the west side of Camino De Bryant up to Meadow Land Drive, and then both sides of Camino De Bryant and Kodiak Mountain Drive remaining as Zone L-1B.
➢ The Arterial Landscaping Zone structure was modified to establish nine smaller more localized Arterial Landscaping Zones (Zones A-1 through A-9). These nine Zones were established based on the various landscape improvements segments being maintained as part of the arterial improvements, the streets where those improvements are located, and the properties and developments that are typically accessed by those streets and improvement areas.
Fiscal Year 2015/2016:
In fiscal year 2015/2016 the following District changes were implemented:
➢ Local Landscaping Zone L-1C (located east of Camino De Bryant at the end of La Palma Avenue and originally established in fiscal year 2013/2014) was physically bifurcated by a railroad right-of-way running east and west through the Zone. It was determined that the improvements on either side of this railroad right-of-way were substantially different enough to warrant the splitting of this Zone into two smaller Local Landscaping Zones. The residential area south of the railroad right-of-way was established as Zone L-1E with the remaining residential area north of the railroad right-of-way continuing to be designated as Zone L-1C. ➢ Local Landscaping Zone L–1D (originally established in fiscal year 2013/2014) and comprised of primarily Residential Single-Family properties was expanded to include the Non-Residential properties just west of the Zone and east of Via Lomas De Yorba East. It was determined that these Non-Residential properties (previously part of Zone L-1A) regularly utilize and access the trail and improvements within Zone L-1D and therefore receive similar and proportional special benefit from those improvements. Therefore, these Non-Residential properties were reclassified as part of Zone L-1D and removed from Zone L-1A. ➢ Local Landscaping Zone L-1A (originally established in fiscal year 2013/2014, and comprised of both Residential Single-Family and Non-Residential Developed properties), like Zone L-1C was physically bifurcated by a railroad right-of-way running east and west through the Zone with the area north of the railroad right-of-way being primarily Residential Single-Family and the area south of the railroad right-of-way being primarily Non-Residential, but also having a 330-unit residential development. It was determined that the improvements being maintained for the Zone were the result of and directly associated with the developments north of the railroad right-of-way and the area south of the railroad right-of-way did not receive the same
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
level of direct benefit from those improvements. Therefore, the area south of the railroad rightof-way (excluding the Non-Residential properties east of Via Lomas De Yorba East which were incorporated into L-1D as noted above) were detached from L-1A and established as Zone L-1F. The residential area north of the railroad right-of-way continued to be designated as Zone L-1A.
➢ Local Landscaping Zone L–2H (located in the central part of the City and originally established in fiscal year 2012/2013) is comprised almost entirely of developed residential properties, but physically bifurcated by Yorba Linda Boulevard. While the properties and landscape improvements both north and south of Yorba Linda Boulevard are very similar in nature, in order to make the Local Landscaping Zone structure more consistent with Arterial Zones this large local Zone was split into two Local Landscaping Zones with the residential area north of Yorba Linda Boulevard being established as Zone L-2T (being within Arterial Landscaping Zone A-5) and the residential area south of Yorba Linda Boulevard remaining as L-2H (being within Arterial Landscaping Zone A-9).
➢ In addition to the Local Landscaping Zone adjustments outlined above, the area commonly known as the Hidden Hills area (previously designated in 2014/2015 as part of Arterial Landscaping Zone A-1) was reassigned to Arterial Landscaping Zone A-3. Similar to some of the Local Landscaping Zone changes made, it was determined that the properties in the Hidden Hills area (located north of the railroad right-of-way) are accessed, utilize and benefit from the arterial streets and associated improvements within Zone A-3 rather than those streets and improvements within Zone A-1.
These preceding modifications to the District did not increase the maximum assessments previously authorized and approved for any parcel or the amount paid annually by any property owner and has not changed the nature or extent of the landscape maintenance services provided by the District. These changes are described in more detail in the sections of the Report that follow and the location and extent of both the improvements and boundaries of each of these Zones are shown in "Part V- Assessment Diagrams" of this Report.
Fiscal Year 2016/2017:
In fiscal year 2016/2017 the following District changes were addressed:
Prior to the writing of the fiscal year 2016/2017 Engineer’s Report, the City Council conducted Property Owner Protest Ballot Proceedings for increased assessments for twelve underfunded Local Landscaping Zones pursuant to the provisions of the California Constitution Article XIII D.
The twelve Local Landscaping Zones that were balloted included Zones L-1B, L-2A, L-2B, L-2C, L-2D, L-2E, L-2K, L-2L, L-2N, L-2P, L-4A, and L-5A. As a result of those protest ballot proceedings, Zones L-2B, L-2C, and L-2D approved the proposed increase to their maximum assessments and those approved new maximum assessment rates were implemented for fiscal year 2016/2017.
In the nine Local Landscaping Zones (L-1B, L-2A, L-2E, L-2K, L-2L, L-2N, L-2P, L-4A, and L-5A) that had a majority protest and the proposed assessment increases were not implemented, the City Council directed City staff to begin implementing steps to minimize service levels and reduce the overall cost of maintaining the improvements in each of those nine Zones over the course of fiscal year 2016/2017.
As a result of these planned service reductions for specified improvement areas, it was determined that the extent of the improvements to be maintained at regular services levels within
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
the existing Local Landscaping Zone L-2E would be different for the residential properties on the west side of Village Center Drive as compared to the residential properties on the east side of Village Center Drive which had been collectively included in the same Zone because of the overall similarity in the improvements being maintained in those residential tracts. Therefore, for fiscal year 2016/2017 those residential properties and associated improvements on the east side of Village Center Drive were established as a new Local Landscaping Zone L-2U with the improvements and parcels on the west side of Village Center Drive remaining as Zone L-2E.
Fiscal Year 2017/2018:
In fiscal year 2017/2018 the following District changes were addressed:
After the approval of the fiscal year 2016/2017 District assessments and prior to the writing of fiscal year 2017/2018 Report, the City Council conducted Property Owner Protest Ballot Proceedings for increased assessments for four underfunded Local Landscaping Zones pursuant to the provisions of the California Constitution Article XIII D. The five Local Landscaping Zones that were balloted for increased assessments included Zones L-2A, L-2K, L-2L, L-2N, and L-2P.
The protest ballot proceedings resulted in Zones L-2A, L-2L and L-2P approving the proposed increase to their maximum assessments and those approved new maximum assessment rates were reflected in the fiscal year 2017/2018 Report. In the remaining two Local Landscaping Zones (L-2K and L-2N), there was a majority protest for the proposed assessment increases and those proposed increases were not implemented. As a result of these majority protests, the City Council subsequently directed City staff to implement steps to minimize service levels and reduce the overall cost of maintaining the improvements in these two Zones.
In addition, the fiscal year 2017/2018 Report also incorporated the overall service level and cost reductions that had been implement for Local Landscaping Zones L-2E, L-2P, L-4A, and L-5A which were previously balloted for increased assessments but did not approve those increases.
The steps taken to reduce costs targeted specific improvement areas within each Zone. In many cases, various improvement areas previously being maintained through the District assessments were removed as Zone improvements, reducing the overall maintenance area within those Zones.
Additionally, in some Zones, reduced levels of maintenance were implemented in specific areas which may have include limited tree management such as tree removal for dead/diseased trees, weed abatement to meet fire clearance requirements, rodent control, and best management practices (BMP) installation for erosion control when necessary. These services were to be provided on an as-needed basis similar to the baseline servicing identified for establishing general benefit costs. The extent of the areas being reduced to the minimized maintenance service level and the areas that will continue to be maintained at regular services levels or at a modified service level was based on available assessment revenues and varied for each Zone.
On June 26, 2017, the property owners within Local Landscaping Zone L-1B approved a proposed new/increased assessment through a second Property Owner Protest Ballot Proceeding.
However, at the request of property owners in Zone L-1B, the new/increased assessments that was approved incorporated the elimination of specific improvement areas that had been previously maintained as part of the Zone improvements in order to reduce costs and associated assessment rate. The fiscal year 2017/2018 Report incorporated the improvements, budget, diagram, and assessments for Zone L-1B outlined in the Engineer’s Report prepared in connection with the new/increased assessment that was approved and adopted by the City Council at the conclusion of the Ballot Proceeding.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
Fiscal Year 2018/2019:
In fiscal year 2018/2019 the following District changes were addressed:
As part of the City’s ongoing efforts to clarify and ensure that the annual District assessments are consistent with the substantive provisions of the California Constitution Article XIII D and the provisions of the Landscaping and Lighting Act of 1972, and in part as a result of planned service reductions for specified improvement areas within the District, it was determined that the overall extent of the improvements to be maintained within the previously established Local Landscaping Zone L-2N (originally established in fiscal year 2013/2014), was different for the overall residential developments as compared to the non-residential properties on Eastside Circle near the entryway to the Zone on Esperanza Road (Esperanza Road/Hidden Hills Road). Therefore, as part of the fiscal year 2018/2019 annual report, the residential properties and development area east of Eastside Circle were established as a new Local Landscaping Zone L-2V and the remaining nonresidential properties accessed from Eastside Circle remained as Zone L-2N. While this reorganization of the Zone did not increase the previously adopted maximum assessments allowed, the new Local Landscaping Zone L-2V and new boundaries for Local Landscaping Zone L-2N provided a more accurate reflection of the proportional special benefits that properties received from the local landscaping improvements.
Although the reorganization into Local Landscaping Zone L-2V and the revised Local Landscaping Zone L-2N did not increase the previously adopted maximum assessments allowed, on May 1, 2018, the City Council initiated proceedings and declared its intention to expand the improvements and servicing (maintenance) for Local Landscaping Zone L-2V and to ballot the properties within Zone L-2V for a new or increased assessment. At the fiscal year 2018/2019 annual public hearing, the outcome of the ballot proceeding for Local Landscaping Zone L-2V was unknown and the Annual Engineer’s Report was adopted, approving the maximum assessments for both Zone L-2N and L-2V at the same previously authorized adjusted maximum assessment rate. Subsequently, at the August 7, 2018, public hearing for Zone L-2V, property owner ballots regarding the new/increased assessment were tabulated and majority protest did not exist. The City Council approved and adopted the new Maximum Assessment and fiscal year 2018/2019 assessment for Local Landscaping Zone L-2V which included a modified Assessment Range Formula (New inflationary adjustment) and by reference these changes to Local Landscaping Zone L-2V were incorporated into the Annual Report for fiscal year 2018/2019.
Fiscal Year 2019/2020:
In fiscal year 2019/2020 the following District change was implemented:
In fiscal year 2015/2016, the primarily non-residential development area within Local Landscaping Zone L-1A located north and northeast of La Palma Avenue, and south and southwest of the railroad right-of-way running east and west through Zone L-1A (originally established in fiscal year 2013/2014) was established as Zone L-1F with the residential developments north of the railroad right-of-way being retained as Zone L-1A. At that time, it was determined that the improvements being maintained within the original L-1A Zone were the result of and directly associated with the residential developments north of the railroad right-of-way and the properties in the new Zone L1F primarily received direct special benefit from just the arterial landscaping on La Palma Avenue and the properties within Zone L-1F were no longer assessed for local improvements. In fiscal
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
year 2019/2020 Local Landscaping Zone L-1F was dissolved pursuant to the provisions of the 1972 Act and any fund balance remaining in that Zone’s account was transferred and applied to the fund balance of Arterial Landscaping Zone A-1.
No other notable or consequential changes to the District and/or improvements were proposed or implemented for fiscal year 2019/2020.
Fiscal Year 2020/2021:
In fiscal year 2020/2021 the following District changes were implemented:
Pursuant to the provisions of the California Constitution Article XIII D the City Council conducted three separate Property Owner Protest Ballot Proceedings for new/increased assessments in three underfunded Local Landscaping Zones. The three Local Landscaping Zones that were balloted for increased assessments included Zones L-2G, L-4A, and L-2E. The separate protest ballot proceedings resulted in approval of new maximum assessments and new assessment range formulas (increased assessments) commencing in fiscal year 2020/2021 for Local Landscaping Zone L-4A on May 5, 2020, and for Local Landscaping Zone L-2E on May 19, 2020.
However, at the conclusion of the public hearing on February 18, 2020, for Local Landscaping Zone L-2G, the ballot tabulation resulted in a majority protest for the proposed assessment increase. Therefore, in accordance with previously adopted City Council policy, City staff began implementing steps to minimize service levels and reduce the overall cost of maintaining the improvements within Zone L-2G for fiscal year 2020/2021 including the vacation of specific landscaping easements on private property as outlined by the City Council policy.
At the Annual Intent Meeting on June 16, 2020, the City Council preliminarily approved the Annual Engineer’s Reported which reflected the proposed vacation of approximately 374,473 square feet of improvements (342,587 square feet of sloped/mostly-sloped area and 31,886 square feet of flat/moderately-sloped area) within Local Landscaping Zone L-2G, which reduced the overall maintenance costs for the Zone. However, as part of that approval, the City Council indicated it would delay the vacation proceedings if property owners within the Zone could garner sufficient petition signatures to re-ballot Zone L-2G for an increased assessment. Prior to the Public Hearing on July 21, 2020, the City received sufficient petitions to warrant the re-ballot of Zone L-2G and the Annual Engineer’s Report was revised to assume the postponement of the vacation process and reflect the continued maintenance of the existing Zone L-2G improvements. Subsequently, the City conducted a second Property Owner Protest Ballot Proceeding for a proposed new/increased assessment for Zone L-2G commencing in fiscal year 2021/2022. At the conclusion of the public hearing on November 17, 2020, the ballot tabulation resulted in a majority protest for the proposed assessment increase. Therefore, the City resumed proceedings to vacate specific landscaping easements on private property as soon as possible and implemented reductions in the levels of maintenance in specific areas as needed to reflect available assessment revenues including limited or modified tree management such as tree removal for dead/diseased trees, weed abatement to meet fire clearance requirements, rodent control, and best management practices (BMP) installation for erosion control when necessary. These services may be provided on an as-needed basis similar to the baseline servicing identified for establishing general benefit costs. The extent of any additional service level reductions as well as the specific locations and service level reductions, are determined by the Public Works Director based on available assessment revenues and in accordance with City Council policy.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
In addition, commencing with fiscal year 2020/2021, the landscaping and related improvements that are specifically associated with the Old Pomegranate Trail as well as the landscaping and related improvements adjacent to the Susanna Bixby Bryant Museum and Botanic Garden (previously maintained as part of Zone L-1D) were removed as District improvements. With the elimination of these improvements from the District, Local Landscaping Zone L-1D was reconfigured to include only those properties in proximity to the remaining landscape improvement areas within Zone L-1D and that receive a special benefit from those remaining improvements.
Fiscal Year 2021/2022:
In fiscal year 2021/2022, as part of the ongoing annual review of the improvements associated with each Zone, and to ensure consistency throughout the District, various improvement areas presented in “Part V- Assessment Diagrams” and the improvement descriptions in “Part I - Plans and Specifications” of the fiscal year 2021/2022 Report were updated to accurately reflect the landscaping areas and associated square footage currently being maintained in each landscaping Zone. As part of these updates, some improvement areas at the intersection of Valley View Avenue and Lakeview Avenue in proximity to Lakeview Elementary School, as well as on Bastanchury Road in proximity to Yorba Linda High School have been reclassified as arterial landscaping improvements rather than as local landscaping improvements. Also reflected were revised improvement areas to be maintained within Local Landscaping Zone L-2G commencing in fiscal year 2021/2022 after the second majority protest to increase the assessments in November 2020. These new improvement areas incorporated the elimination of the various vacated easements and service reductions necessary to bring the annual expenditures for L-2G in line with available revenues.
Fiscal Year 2022/2023:
In fiscal year 2022/2023, as part of the ongoing annual review of the improvements associated with each Zone, and to ensure consistency throughout the District, various improvement areas presented in “Part V- Assessment Diagrams” and the square footage discussed in the improvement descriptions in “Part I - Plans and Specifications” of the fiscal year 2022/2023 engineer’s report were updated to more accurately depict the landscaping areas and associated square footage being maintained by the LMAD. These modifications were not considered significant changes and for the most part involved minor updates to the maintained improvement areas previously depicted in the fiscal year 2021/2022 engineer's report. Specifically, the Assessment Diagrams and improvement descriptions for Local Landscaping Zones, L-1A, L-1D, L-2B, L-2D, and L-4A were updated.
No other notable or consequential changes to the District and/or improvements occurred since the adoption of the prior fiscal year’s engineer's report.
Fiscal Year 2023/2024:
On March 21, 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 balloting process for the annexation of the Cielo Vista Development (Tract 17341) to the District. Tract 17341 consists of 84.761 acres of land, to be subdivided into seventy-four (74) single-family residential units generally located north of Via Del Agua and Stonehaven Drive within the existing residential developments identified as Tract 13800 and Tract 10455. This territory was annexed to the City in or about early 2020, with the Orange County Local Agency Formation Commission Certificate of Completion being recorded at the County on or about December 20, 2019.
Yorba Linda Street Lighting and Landscaping Maintenance District Engineer’s Annual Report
Fiscal Year 2024/2025
The parcels that comprise Tract 17341 were annexed into the District and the following Zones based on the improvements to be provided and maintained through the District and for which parcels within the Annexation Territory receive special benefits:
➢ Arterial Lighting Zone;
➢ Arterial Landscaping Zone A-3 (“Zone A-3”);
➢ Traffic Signal Zone TS-2 (“Zone TS-2”); and
➢ Local Landscaping Zone L-2K (“Zone L-2K”),
The properties associated with this annexation (Tract 17341) have been incorporated into this Report’s improvements presented in "Part I - Plans and Specifications”, equivalent benefit unit summaries of “Part II - Method of Apportionment”, the budgets as outlined in “Part III - Estimate of Costs”, and the diagrams as presented in “Part V- Assessment Diagrams”.
For fiscal year 2023/2024, in addition to changes resulting from the annexation, as part of the ongoing annual review of the improvements associated with each zone, the Assessment Diagrams and/or improvement descriptions for the following Zones were notably updated:
➢ Local Landscaping Zone L-1B, incorporated the improvement areas previously identified as “Reduced Maintenance”;
➢ Local Landscaping Zone L-2A reflected the vacation of a section of non-street landscaping between homes located northeast of Rimcrest Drive and southeast of Falcon Ridge Drive; ➢ Arterial Landscaping Zone A-4 was updated to include the newly constructed median island on the Fairmont Connector, just north of Esperanza Road; and ➢ The diagram for Local Landscaping Zone L-2K was expanded in two parts (North and South) merely for presentation purposes due to the annexation of Tract 17341.
No other notable or consequential changes to the District and/or improvements occurred since the adoption of the prior fiscal year’s engineer's report.
FINANCE DEPARTMENT
DATE: JUNE 4, 2024
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: DIANNA HONEYWELL, FINANCE DIRECTOR / CITY TREASURER SUBJECT: FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31 TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN
CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION
AUTHORITY RENEWED MEASURE M2 AGREEMENT
RECOMMENDATION
It is recommended that the City Council:
1. Adopt Resolution 2024-5895 approving the fiscal year 2024/25 Mid-Term Budget adjustments as outlined in this report, which include:
a. Revenue Budget adjustments listed in Attachment 1 of which $710,747 are in the General Fund;
b. Expenditure Budget adjustments listed in Attachment 2 of which $1,114,306 are in the General Fund;
c. Budget adjustments for the LMAD as approved in the fiscal year 2024/25 Engineer’s Report;
d. Budget adjustments for the Black Gold Golf Course as outlined in the Kemper Sports budget for fiscal year 2024/25; and
e. Adjustments to the Capital Improvement Program (CIP) (Attachment 3)
2. Approve the Capital Improvement Program (CIP) Database submittals (Attachment 4) as well as the addition of Fiscal Year 2030/31 to the CIP (Attachment 5) to remain in compliance with the Orange County Transportation Authority’s Measure M2 Guidelines;
3. Approve the staffing authorizations set forth in the Authorized Positions Listing (Attachment 6) and the revised Salary Schedule (Attachment 7);
4. Authorize the carryover from the fiscal year 2023/24 budget to the fiscal year 2024/25 budget of 1) unspent CIP project budgets, 2) funds encumbered for outstanding purchase orders, and 3) certain unspent operating budget account balances, and direct staff to return to the City Council with a final list of carryovers for review and final approval.
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 2
BACKGROUND
On June 20, 2023, the recommended Two-Year Budget for fiscal years 2023/24 and 2024/25 was adopted by the City Council. At that time, available General Fund resources were projected to total $48,296,766 million for fiscal year 2024/25, and budget requirements were projected to total $47,764,204 million. The resulting budget surplus was projected to increase the General Fund operating reserve balance by $532,562.
DISCUSSION
Since the adoption of the Two-Year Budget last year, various changes have been made to the fiscal year 2023/24 budget, which have ongoing cost impacts and therefore need to be incorporated into the fiscal year 2024/25 budget. Additionally, staff have comprehensively reviewed General Fund revenue forecasts and made appropriate updates, and City Departments have submitted various budget requests for consideration by the City Manager. The approved budget requests have been incorporated into this report for the Council’s consideration. Staff are also requesting approval of an updated Seven-Year Capital Improvement Program, which incorporates one additional year of projects and several adjustments to the CIP as submitted last fiscal year.
Fiscal Year 2023/24 General Fund Update
Staff presented the Mid-Year Budget to the City Council on March 5, 2024. At that time, a budget surplus in the amount of $293,430 was anticipated, without taking into account the use of $2.6 million in excess General Fund reserves. After taking that adjustment into account, operating reserves were projected to total $29.3 million as of June 30, 2024, or
63.5% of General Fund expenditures. There have been adjustments made to the General Fund reserve balance as a result of the Mid-Term Budget review which are reflected in this report. Currently, it is estimated that the budget surplus at June 30, 2024, has dropped to $116,797 and operating reserves are projected to be $25.2 million or 53.4% of General Fund expenditures. Once the books are closed, staff will return to the City Council to provide year-end results for fiscal year 2023/24 and make recommendations for the use of any General Fund reserve balance in excess of 60% of operating expenditures, should that occur.
Fiscal Year 2024/25 General Fund Update
As part of the Mid-Term Budget update, staff has reviewed the revenue and expenditure budgets that were included in the original Two-Year Budget for fiscal year 2024/25. The following table outlines the changes being requested to the General Fund. Adjustments to the FY 2024/25 budget will result in an estimated $620,761 excess in resources over appropriations, the use of $566,757 of General Fund reserves and an estimated ending General Fund reserve balance of $25.3 million which is approximately 53.7% of General Fund operating expenditures.
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 3
Adjusted
Budget Orignal Budget
Proposed
Adjustments
Proposed
Budget
2024 2025 2025 2025
RESOURCES
Property Taxes $ 24,971,095 $ 25,449,940 $ 473,310 $ 25,923,250 Sales & Use Tax 8,590,000 9,236,000 (640,000) 8,596,000 Franchise Tax 2,270,680 2,352,275 81,685 2,433,960
Other Taxes 1,613,000 1,614,650 (14,500) 1,600,150
Fees, Charges & Permits 2,042,350 2,159,350 633,465 2,792,815 Parks & Recreation Revenue 2,637,702 2,674,451 29,900 2,704,351 Administrative Charges 2,810,764 2,865,569 (264,267) 2,601,302 Other Revenue 1,709,004 1,330,531 411,154 1,741,685
Total Operating Revenue 46,644,595 47,682,766 710,747 48,393,513 Interfund transfers 539,000 539,000 - 539,000
Fd Balance Reserves 4,464,224 75,000 491,757 566,757
Total Resources 51,647,819 48,296,766 1,202,504 49,499,270
APPROPRIATIONS
Administration $ 10,078,943 $ 9,484,881 $ 411,699 $ 9,896,580 City Attorney 650,000 650,000 - 650,000
Community Development 4,351,130 3,721,654 (1,535) 3,720,119 Finance 1,351,648 1,373,221 (8,238) 1,364,983
Non-Departmental 35,000 35,000 (4,000) 31,000
Parks & Recreation 10,043,911 9,993,004 140,246 10,133,250 Police Services 14,373,543 15,299,177 17,577 15,316,754 Public Works 6,634,031 6,313,366 (26,262) 6,287,104
Vacancy Factor (354,075) (363,165) - (363,165)
Total Operating Expenditures 47,164,131 46,507,138 529,487 47,036,625 Transfer to Special Reserve Fund 1,000,000
Transfer to SB2 Fund 49,175 110,000 110,000
Transfer to LMAD 1,147,637 1,182,066 93,061 1,275,127
Transfer to Capital Projects Fund 2,170,079 75,000 381,757 456,757 Total Appropriations 51,531,022 47,764,204 1,114,305 48,878,509 Excess Resources over Appropriations $ 116,797 $ 532,562 $ 88,199 $ 620,761 Fund Balance Reserves @ 7/1 29,557,656 25,210,229 25,210,229 Less Uses of Fd Bal Reserves (4,464,224) (75,000) (491,757) (566,757) Est. Fund Balance Reserves @ 6/30 $ 25,210,229 $ 25,667,791 $ (403,558) $ 25,264,233 Uses of Fund Balance Reserves:
Transfer out - CIP $ 2,170,079 $ 75,000 $ 381,757 $ 456,757 Transfer to Special Reserve Fund 1,000,000 -
Add'l Payment to CalPERS Liability 322,444 -
Add'l Payment to OPEB Liability 417,000 -
Increase in Crossing Guard Services 24,687 -
Transfer to SB2 Fund 49,175 110,000 110,000
GF Carryovers from FY 2022/23 480,839
$ 4,464,224 $ 75,000 $ 491,757 $ 566,757
CITY OF YORBA LINDA
GENERAL FUND BUDGET
FY 2024/25 BUDGET PROJECTION
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 4
General Fund Revenue Adjustments
In comparison to the adopted budget, General Fund resources (which includes interfund transfers and the use of General Fund reserves) are projected to be $1.2 million (2.5%) higher than anticipated. Here are some highlights of the changes:
Property Tax - $473,310
Increases in property tax are driven mainly by higher property values and the fine tuning of original estimates.
Sales Tax - <$640,000>
Consumer spending is down across most categories due to inflation and higher interest rates. Historically strong sectors in the City are down due to businesses scaling back on capital equipment purchases as interest rates remain high. As previously discussed at mid-year, the State and County pool allocation to each City is based on proportional cash receipts within the county each quarter, among other factors. This allocation has been negatively impacted by the same factors impacting other sectors in the City.
Franchise Tax - $81,685
This category is higher due to increases in the Southern California Edison and Disposal franchise fees offset by a decrease in the cable television franchise fees.
Other Taxes - <$14,500>
This category is lower due to a decrease in the collection rate of business licenses offset by higher revenue in transient occupancy tax.
Fees, Charges & Permits - $633,465
This category is higher due to an increase in building permit and plan check revenue.
It is anticipated that some larger projects are coming online and there will be a higher volume of routine permits.
Parks & Recreation Revenue - $29,900
There are increases in Travis Ranch, Community Center, Youth Sports, In-house programs and the facility maintenance reimbursement off set by small decreases in various other programs.
Administrative Charges - <$264,267>
The City enlisted the help of our fee study consultants to prepare a cost allocation plan. This was last updated five years ago. This study estimates the level of “services” that the General Fund provides to other funds such as the LMAD and Library Funds and provides for the General Fund to recoup those costs. The study was recently completed. The estimates that were placed in the FY 2024/25 budget
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 5
were higher than the final results, so the estimates were reduced to the actual amounts.
Other Revenue - $411,154
The main source of the increase in this category is interest revenue. Interest rates have increased dramatically since the original budget was prepared so the City’s investment portfolio is expected to realize a higher rate of return. This is offset by a reduction in the State funding that is used to fund the Drug Use Is Life Abuse Deputy, which is being reduced to zero, however, the Deputy position remains in place. This cost will now be absorbed by the General Fund.
Use of General Fund Reserves - $491,757
The increase in the use of General Fund Reserves is due to the increase in transfers to the CIP fund and the SB2 Fund, which funds North SPA costs. The increase in transfers to the CIP Fund is due to the carryover of projects partially funded by the General Fund in progress at year end. The increase in transfers to the SB2 Fund is due to lower SB2 revenue and higher costs in that fund, which will need to be supplemented by the General Fund. This is considered a loan from the General Fund until such time when SB2 revenue rebounds and the loan can be repaid.
General Fund Expenditure/Transfers Adjustments
The operating expenditures/transfers are projected to increase by $1,114,305. Highlights of the changes are summarized as follows:
Administration - $411,699
Most of the changes in this department are related to personnel changes. The payment to CalPERS for the unfunded retirement liability is recorded in this department. This increase is approximately $253,400. Other increases are due to staff realignments, mainly from Public Works to the City Manager’s office. The City Council budget had an amount originally budgeted for the League of California Cities ($24,500) which has been reprogrammed to procure services needed to update the City’s Strategic Plan. Earlier in FY 2023/24, the City Council voted to discontinue its membership in the League for FY 2024/25. Other notable increases include an increase in consultant services in the Economic Development division to help address the lower sales tax revenue in the City. These higher costs are somewhat offset by lower hardware/software costs in the Information Technology division.
Community Development - <$1,535>
Personnel costs are lower in this department due to senior level staff retiring and being replaced by staff at the lower range of the salary scale in these positions.
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 6
Costs for building code publications are higher due to the need to replace current publications. There are also higher costs anticipated for advertising related to the Housing Element.
Finance - <$8,238>
Personnel costs are lower since the original FY 2024/25 budget was prepared. There was a vacant position that was budgeted higher than the eventual incumbent’s actual cost. It’s been the practice that vacant positions are budgeted at the highest possible level to reduce the need for additional budget costs.
Actuarial costs are lower due to the City hiring a new consulting firm that provided a better cost to prepare the required valuation for the City’s OPEB liability.
Parks & Recreation - $140,246
Costs in this department have increased due to updates in various contract services due to higher inflation costs. These increased costs are offset by reductions in utility costs. These reductions are mainly due to adjustments based on actual costs incurred which are lower than original estimates.
Police Services - $17,577
The City recently adopted the FY 2024/25 Law Enforcement Contract Agreement with the Orange County Sheriff's Department in May 2024. The agreement is $17,577 more than what was originally budgeted. Also reflected is a reclassification of overtime from the base contract which should have been separated when the original two-year budget was adopted.
Public Works - <$26,261>
Personnel costs in this department are lower mainly due to staff realignments from this department to the Administration department.
There are cost increases associated with costs related to crossing guards, maintenance contract increases and other consultant costs.
Non-Departmental - <$4,000>
Anticipated costs for office equipment were eliminated.
Transfers Out - $584,818
Transfers are higher to the LMAD Fund due to changes in the Engineer’s Report. Transfers to the CIP Fund are higher due to an increase in carryover project costs. Transfers to the SB2 Fund are higher due to lower State revenue and higher costs for North SPA activities which represent the City’s share of costs for the North Orange County Navigation Centers. The General Fund will supplement these costs and are considered a loan until such time that SB2 revenue rebounds and the loan can be repaid.
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 7
Requested Mid-Term Budget Adjustments for Other Funds
LMAD Fund Update
Revenue estimates are being increased by $1,116,997 over original estimates. This is made up of increases in Property Tax revenue, interest revenue and the transfer in from the General Fund. Expenditures are increasing by $617,011. This is comprised primarily of an increase in capital project costs and various maintenance costs offset by a reduction in previously discussed administrative costs related to the updated cost allocation plan and lower utility costs.
Library Fund Update
Revenue estimates are being increased by $339,029 over original estimates. This is made up of increases in Property Tax and interest revenue. Expenditures are increasing by $121,824. This is comprised primarily of an increase in the transfer to the Library Capital Reserve Fund along with increases to various other operating accounts offset by lower administrative costs as a result of an updated cost allocation plan that has been previously discussed.
Black Gold Golf Course
Golf continues to be very popular, therefore, revenue estimates in most categories have been increased by a total of $582,522. Expenditure increases total $634,997, which is primarily due to staffing cost increases ($456,000). There are increases in the cost of food & beverage, pro shop items and other non-personnel costs ($134,000). The Kemper management fee is slightly lower by $7,800. Capital outlay costs are decreasing by $100,00 but there is an increase in the transfer to the City’s Capital Improvement Program Fund to account for the carryover of funds for the repaving of the parking lot which was delayed from FY 2023/24.
A complete list of revenue and expenditure adjustments for all funds can be found in Attachments 1 and 2, respectively.
FY 2024/25 Capital Improvement Program
When the Two-Year Budget was approved in June 2023, the FY 2024/25 Capital Improvement Program (CIP) contained projects that totaled $9.9 million. The FY 2024/25 Citywide ADA Ramp Program, funded by CDBG funds, has been postponed due to other funding priorities. The Yorba Linda Widening – Imperial Highway to Lakeview Ave. Right of Way project has been moved to FY 2025/26.
An estimated $25.7 million in CIP projects from the FY 2023/24 budget will be completed by June 30, 2024. Projected carryover projects total $16.7 million. Additional funding for
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 8
existing projects or new appropriations for new projects is being requested in the amount of $5.2 million. The following is a summary of these requests:
Project Category Add’l Request Amt Funding Source
Municipal Buildings & Facilities $185,564 CDBG, AQMD
Street Improvements $2,306,500 Grants, Measure M2,
YLWD Reimbursement
Traffic Control Improvements $10,000 Traffic Mitigation Landscape Improvements $115,000 LMAD
Storm Drain Improvements $2,300,000 Grants, Master Plan of Drainage
Miscellaneous Projects $156,000 Grants
Parks & Recreation Projects $100,000 Donation Funds
Total $5,173,064
The FY 2024/25 CIP budget totals $31,419,989.
A complete detailed list of proposed projects can be found in Attachment 3.
Addition of Fiscal Year 2030/31 to the Capital Improvement Program The Master Agreement between OCTA and the City requires the City to adopt a seven-year CIP annually to remain eligible for OCTA funding programs. The Two-Year Budget adopted by the City Council on June 20, 2023, included a seven-year CIP covering Fiscal Years 2023/24 through 2029/30 for planning purposes. This report removes the FY 2023/24 column and adds FY 2030/31 to the schedule. Additionally, OCTA requires that City Council approves the Database Submittals found in Attachment 4. This is a database maintained by OCTA which contains project and funding details. The updated Seven Year CIP Budget can be found in Attachment 5.
Personnel Budget
When the Two-Year Budget was adopted in June 2023, staff built in a 3% cost of living increase to employee salary and benefit costs. Those estimates have been updated for anticipated increases to benefit costs. The City is currently in negotiations with the two bargaining units representing Miscellaneous and Mid-Management employees, as well as Management employees. It is anticipated that the FY 2024/25 budget will need to be revised at such time that the negotiations are completed.
In addition, City departments have reviewed departmental operations and staffing structures to determine that the delivery of services to the public are efficient and cost effective, as well as providing for long-term organizational stability and succession planning. Upon the
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 9
conclusion of this review, it is recommended that the following positions be funded and added to the Authorized Position Listing (Attachment 6):
COMMUNITY DEVELOPMENT DEPARTMENT – 0.00 FTE
Planning Division – 0.00 FTE
Reclassification of the Administrative Secretary to Administrative Secretary – Housing. Upon the retirement of the former Economic Development Manager, most of the Housing duties have shifted back to the Community Development department.
The Administrative Secretary has assumed additional responsibilities in the Mortgage Assistance Program, the Section 8 Housing Assistance Program, and other Housing Assistance related programs.
Reclassification of the Senior Office Assistant to Senior Office Assistant – CDBG.
Since the formerly responsible person for the CDBG program is nearing retirement, it was determined that transferring these duties to the Senior Office Assistant would allow these duties to reside within the Planning Division where CDBG activities typically reside. This reclassification is for succession planning purposes.
After all adjustments are made to the City’s personnel budget, including the previously approved cost of living adjustments and the proposed staffing changes, there is a total increase of $16,000 to the personnel budget all of which is related to the General Fund. The City’s total personnel budget, as proposed, is $20,141,796 of which $15,554,787 is related to the General Fund, $1,055,184 is LMAD funded and $3,531,825 is funded by the Library.
The Authorized Positions Listing can be found in Attachment 6 and the FY 2024/25 Salary Schedule can be found in Attachment 7.
FISCAL IMPACT
The fiscal year 2024/25 budget, including the adjustments recommended in this report, is balanced with General Fund resources exceeding appropriations by $620,761. The use of $566,757 in General Fund reserves is being appropriated for anticipated carryover projects from FY 2023/24 and the General Fund loan for North SPA costs.
ALTERNATIVES
The City Council could choose to modify or deny one or more of the Mid-Term Budget adjustments and/or provide staff with direction to undertake any additional analysis requested by the City Council.
ATTACHMENTS
1. FY 2024/25 Mid-Term Revenue Adjustments
2. FY 2024/25 Mid-Term Expenditure Adjustments
3. FY 2024/25 Capital Improvement Program (CIP) Budget
FISCAL YEAR 2024/25 MID-TERM BUDGET UPDATE AND ADDITION OF FY 2030/31
TO THE CAPITAL IMPROVEMENT PROGRAM TO REMAIN IN CONFORMANCE WITH THE ORANGE COUNTY TRANSPORTATION AUTHORITY RENEWED MEASURE M2
AGREEMENT
P a g e | 10
4. FY 2024/25 Capital Improvement Program (CIP) OCTA Database Submittals
5. FY 2024/25 – FY 2030/31 Capital Improvement Program List
6. FY 2024/25 Authorized Position Listing
7. FY 2024/25 Salary Schedule
8. Resolution 2025-5895 Approving Fiscal Year 2024/25 Mid-Term Budget Adjustments
Attachment 1
Department / Item Account Number Budget
Adjustment
General Fund Revenue Changes
Property Tax - Secured 1015100-311010 $ 122,575
Property Tax - Unsecured 1015100-311020 $ 23,605
Property Tax - Homeowner's Exemption 1015100-311030 $ 220 Property Tax - Supplemental 1015100-311040 $ 98,730
Proprty Tax - Public Utility 1015100-311050 $ 27,480
VLF Backfill 1015100-311070 $ 91,455
County Admin Charge 1015100-311110 $ 4,455
Interest on Unapportioned Tax 1015100-311120 $ 20
Yorba Linda Residual 1015100-311130 $ 102,795
Greenbelt Maintenance Distric #1 1015100-311200 $ 1,855 Landscape Maintenance District #9 1015100-311210 $ 120
Sales Tax 1015120-312010 $ (640,000)
So. Cal Edison Franchise 1015130-313020 $ 89,885
So. Cal Water Franchise 1015130-313030 $ 7,500
Disposal Franchise 1015130-313050 $ 38,300
Pipeline Franchise 1015130-313070 $ 1,500
Cable TV Franchise 1015130-313080 $ (55,500)
Business Licenses 1015140-314010 $ (47,500)
Oil Well Certificates 1015140-314020 $ (2,000)
TOT - Ayres Hotel 1015160-316010 $ 25,000
TOT - Extended Stay America 1015160-316020 $ 10,000
Building Permits 1015210-321010 $ 482,745
Plan Checks 1015210-321020 $ 150,720
Rental Revenue - Travis Ranch 1015400-342040 $ 50,000
Rental Revenue - Community Center 1015400-342060 $ 50,000 Rental Revenue - Field House 1015400-342070 $ (5,000)
Rental Revenue - Cultural Arts Center 1015400-342080 $ (10,000) Recreation Programs - P&R Processing Fee 1015430-363010 $ (12,000) Recreation Programs - Donations 1015430-363040 $ (2,000) Recreation Programs - Pre-school 1015430-363100 $ (12,000) Recreation Programs - Teen Scene 1015430-363110 $ (13,400) Recreation Programs - Adult Sports 1015430-363120 $ (8,000) Recreation Programs - Youth Sports 1015430-363130 $ 10,300 Recreation Programs - Adult Contract 1015430-363140 $ 4,000 Recreation Programs - Youth Contract 1015430-363150 $ (77,500) Recreation Programs - In-house Programs 1015430-363200 $ 23,500 Recreation Programs - Recreation Brochure Ads 1015430-363300 $ (8,000) Facility Maintenance Reimbursement 1015430-387050 $ 40,000 Admin Charges - LMAD 1015440-364100 $ (138,627)
Admin Charges - OCSD 1015440-364130 $ (15,000)
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Attachment 1
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Admin Charges - Library 1015440-364500 $ (110,640)
Senior Mobility 1015300-351080 $ 20,132
OC Waste Net Import Revenue 1015300-351130 $ 15,662
Miscellaneous State Grant - DUILA 1015340-353090 $ (130,000) Maps and Publications 1015460-365020 $ (500)
Interest Revenue 1015500-341010 $ 490,860
Court Fines 1015600-331010 $ 5,000
Administrative Citations 1015600-331150 $ (5,000)
Damage Claim Recovery 1015900-388070 $ 10,000
Miscellaneous Income 1015900-388090 $ 5,000
Total General Fund Revenue Changes $ 710,747
Total General Fund Resources Changes $ 710,747
LMAD Fund Revenue Changes
Property Tax Assessments 2015110-382010 $ 897,969
Interest Income 2015500-341010 $ 125,967
Transfer In - General Fund 2015999-391010 $ 93,061
LMAD Fund Expenditure Total $ 1,116,997
Library Fund Revenue Changes
Property Tax - Secured 2025100-311010 $ 204,292
Property Tax - Unsecured 2025100-311020 $ 6,635
Property Tax - Homeowners 2025100-311030 $ 1,026
Property Tax - Supplemental 2025100-311040 $ 3,490
Property Tax - Admin Charge 2025100-311110 $ (1,311)
Property Tax - Yorba Linda Residual 2025100-311130 $ 34,207 Interest Income 2025500-341010 $ 90,690
Total Library Fund Resources Changes $ 339,029
Library Capital Reserve Fund Revenue Changes
Interest Income 2035500-341010 $ 13,250
Transfer In - Library Fund 2035999-392010 $ 200,000
Total Library Capital Reserve Fund Resources Changes $ 213,250 Affordable Housing Revenue Changes
Interest Income 2055500-341010 $ 48,960
Total Affordable Housing Resources Changes $ 48,960
Mortgage Assistance Program Fund Revenue Changes
Attachment 1
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Interest Income 2065500-341010 $ 1,255
Total Mortgage Assistance Program Fund Resources Changes $ 1,255 Miscellaneous Grants Fund Revenue Changes
Miscellaneous Reimbursements 2075900-387090 $ 8,179,828 Total Miscellaneous Grant Fund Resources Changes $ 8,179,828 CDBG Fund Revenue Changes
CDBG City Programs 2085320-355050 $ 96,128
Total CDBG Fund Resources Changes $ 96,128
Air Quality Management District Fund Revenue Changes
Interest Income 2095500-341010 $ 1,885
Total Air Quality Management District Fund Resources Changes $ 1,885 PEG Fund Revenue Changes
Interest Income 2105500-341010 $ 5,625
Total PEG Fund Changes $ 5,625
Gas Tax Fund Revenue Changes
Gas Tax - Section 2106 2115340-352100 $ (21,059)
Gas Tax - Section 2107 2115340-352110 $ 17,264
Gas Tax - Section 2105 2115340-352140 $ (43,817)
Gas Tax - Section 2103 (Prop 42) 2115340-352150 $ (72,857) Interest Income 2115500-341010 $ 36,071
Total Gas Tax Fund Resources Changes $ (84,398)
Measure M Fund Revenue Changes
Measure M Local Fares 2125300-351030 $ (82,802)
Interest Income 2125500-341010 $ 42,450
Total Measure M Fund Resources Changes $ (40,352)
RMRA Fund Revenue Changes
RMRA Fees 2135340-352170 $ (20,695)
Interest Income 2135500-341010 $ (5,260)
Total RMRA Fund Resources Changes $ (25,955)
SB-2 Fund Revenue Changes
Attachment 1
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Miscellaneous State Grant - Additional SB-2 Funds 2165310-353090 $ (85,000) Transfer In - General Fund 2165999-391010 $ 110,000
Total SB-2 Fund Resource Changes $ 25,000
Capital Improvement Program Fund Revenue Changes
Transfer In - General Fund 4015999-391010 $ 381,757
Transfer In - Special Reserve Fund 4015999-391020 $ 2,529,464 Transfer In - LMAD Fund 4015999-392010 $ 378,900
Transfer In - Misc Grant Fund 4015999-392070 $ 8,179,828 Transfer In - CDBG Fund 4015999-392080 $ 10,564
Transfer In - Gas Tax Fund 4015999-392110 $ 1,541,292
Transfer In - Measure M2 Fund 4015999-392120 $ 1,422,890 Transfer In - RMRA Fund 4015999-392130 $ 1,580,055
Transfer In - Master Plan of Drainage Fund 4015999-394030 $ 4,165,477 Transfer In - Traffic Mitigation Fund 4015999-394040 $ 241,606 Transfer In - Traffic Signal Fund 4015999-394050 $ 220,000 Transfer In - Lighting & Signal Fund 4015999-394070 $ 455,211 Transfer In - Black Gold Golf Club Fund 4015999-395010 $ 150,000 Transfer In - Donation Fund 4015999-391040 $ 100,000
Transfer In -AQMD Fund 4015999-392090 $ 150,000
Total CIP Fund Resource Changes $ 21,507,044
Master Plan of Drainage Fund Revenue Changes
Interest Income 4035500-341010 $ 41,975
Total Master Plan of Drainage Fund Resources Changes $ 41,975 Traffic Mitigation Fund Revenue Changes
Interest Income 4045500-341010 $ 9,100
Total Traffic Mitigation Fund Resources Changes $ 9,100 Traffic Improvement Fund Revenue Changes
Interest Income 4055500-341010 $ 16,020
Total Traffic Improvement Fund Resources Changes $ 16,020 Lighting & Signal Fund Revenue Changes
Interest Income 4075500-341010 $ 16,020
Transfer In - LMAD Fuind 4075999-392010 $ 67,724
Total Lighting & Signal Fund Resources Changes $ 83,744 Black Gold Golf Club Fund Revenue Changes
Attachment 1
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Interest Income 5015500-341010 $ 31,680
GC Course & Grounds 5016000-368050 $ 278,978
GC Pro Shop 5016000-368100 $ (17,099)
GC Range 5016000-368150 $ 12,495
GC Foold & Beverage 5016000-368200 $ 287,518
GC General & Administrative 5016000-368250 $ (11,050)
Total Black Gold Golf Club Fund Resources Changes $ 582,522 Successor Agency Fund Revenue Changes
Interest Income 7025500-341010 $ 37,520
Total Successor Agency Fund Resources Changes $ 37,520
Attachment 2
Department / Item Account Number Budget
Adjustment
General Fund Appropriation Requests
Administration
Personnel - Administration various $ 383,964
Dues/Publications (City Council) 1010100-426250 $ (23,500) Miscellaneous Other Contract Services (City Council) 1010100-433950 $ 24,500 Travel/Meetings/Seminars (Information Technology) 1010130-426050 $ 2,700 Personnel Development (Information Technology) 1010130-433190 $ (2,000) Computer Hardware/Software (Information Technology) 1010130-461120 $ (50,000) Claims/Settlements/Judgements (Risk Management) 1010150-427400 $ (200,000) Other Legal Service 1010150-431070 $ 200,000
Special Supplies (City Clerk) 1010160-421100 $ 500
Off-Site Records Storage (City Clerk) 1010160-430350 $ 10,000 Printing Service (General Government) 1010170-424380 $ 2,000 Dues/Publications (General Government) 1010170-426250 $ 1,535 OC Animal Control (General Government) 1010170-430100 $ 10,000 Retail Enhanced Program (Economic Development) 1010180-430210 $ 6,000 Consultant Services (Economic Development 1010180-431150 $ 35,000 Printing Service (Communications) 1010190-424380 $ 2,000 Publications/Advertising (Communications) 1010190-424400 $ 9,000 Administration Total $ 411,699
Community Development
Personnel - Community Development various $ (17,735)
Books/Dept Use (Building) 1010210-421240 $ 12,500
Uniforms (Building) 1010210-424550 $ 200
Dues/Publications (Building) 1010210-426250 $ 500
Publication/Advertising (Planning) 1010210-426250 $ 3,000 Community Development Total $ (1,535)
Finance
Personnel - Finance various $ (6,973)
Audit Service 1010600-431010 $ 1,185
Tax Revenue Consultant 1010600-431040 $ 500
Bank Fees 1010600-431110 $ 2,050
Actuarial Consultant 1010600-431210 $ (5,000)
Finance Total $ (8,238)
Parks & Recreation
Personnel - Parks & Recreation various $ 42,893
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Attachment 2
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Special Supplies - ActiveNet upgrade & staff uniforms 1010400-421100 $ 5,250 Misc. Contract Services 1010400-424600 $ 2,500
Bank Fees 1010400-431110 $ 35,000
Recreation Classes 1010410-433100 $ (73,875)
Custodial Supplies - Travis Ranch 1010420-421010 $ 2,400 Facilities Maintenance - Travis Ranch 1010420-432750 $ 500 Printing Service - Youth Activities 1010430-424380 $ 1,500 Custodial Supplies - Community Center 1010440-421010 $ 5,000 Special Supplies - Community Center 1010440-421100 $ 3,000 Uniforms - Community Center 1010440-424550 $ (1,500)
Senior Mobility Program - additional funding 1010440-430230 $ 18,185 Landscape Service - Community Center 1010440-432700 $ 4,528 Facilities Maintenance - Community Center 1010440-432750 $ 10,000 Custodial Supplies - Field House 1010450-421010 $ 250
Office Supplies - Field House 1010450-421050 $ 500
Recreation Class Supplies - Field House 1010450-421140 $ (3,700) Electric Service - Field House 1010450-425100 $ (35,000) Gas Service - Field House 1010450-425200 $ 2,300
Water Service - Field House 1010450-425250 $ (40,000)
Custodial Service - Field House 1010450-432100 $ 2,500
Landscape Service - Field House 1010450-432700 $ 5,875
Facilities Security Service - Field House 1010450-432740 $ 600 Facilities Maintenance - Field House 1010450-432750 $ 27,500 Special Event - Field House 1010450-433500 $ 1,600
Custodial Supplies - Park Maintenance 1010460-421010 $ 6,000 Tree Trimming - Park Maintenance 1010460-432300 $ 44,000 Park Maintenance 1010460-432650 $ 25,000
Misc Other Contract Service - Park Maintenance 1010460-433950 $ 17,300 Custodial Supplies -Facilities Maintenance 1010470-421010 $ 4,000 Uniforms - Facilities Maintenance 1010470-424550 $ 1,900 Misc Non-Contract Service - Facilities Maintenance 1010470-424600 $ 13,000 Custodial Service - Facilities Maintenance 1010470-432100 $ 3,600 Landscape Service - Facilities Maintenance 1010470-432700 $ 1,250 Printing Service - Cultural Arts Center 1010475-424380 $ (4,000) AV Operations - Arts Center 1010475-432050 $ 5,000
Custodial Service - Arts Center 1010475-432100 $ 2,240
Landscape Service - Arts Center 1010475-432700 $ 1,750
Facilities Maintenance - Arts Center 1010475-432750 $ 1,400 Parks & Recreation Total $ 140,246
Police Services
Attachment 2
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Police Services 1010500-430050 $ (685,093)
Sheriff's Department Overtime 1010500-430070 $ 702,670
Police Services Total $ 17,577
Public Works
Personnel - Public Works various $ (151,571)
Consultant Services (PW Administration) 1010300-431950 $ 5,000 Miscellaneous Engineering Service (Project Development) 1010310-431480 $ 18,000 Crossing Guards (Traffic & Transportation) 1010320-432780 $ 46,310 Maintenance/Miscellaneous (Infrastructure Maintenance) 1010330-424210 $ 65,000 Tree Trimming (Infrastructure Maintenance) 1010330-432300 $ 24,000 Public Works Construction (Infrastructure Maintenance) 1010330-435200 $ (65,000) Temporary Personnel (Infrastructure Maintenance) 1010330-433200 $ 30,000 Machinery/Equipment (Infrastructure Maintenance) 1010330-461150 $ (8,000) Miscellaneous Maintenance Service (Non-LMAD Maintenance) 1010331-432950 $ 5,000 NPDES/Orange County (NPDES) 1010340-432870 $ 5,000
Public Works Total $ (26,261)
Non-Departmental
Office Equipment 1011000-461100 $ (4,000)
Non-DepartmentalTotal $ (4,000)
Transfers Out
Transfer Out - LMAD Fund 1011999-492010 $ 93,061
Transfer Out - Capital Imrovement Program Fund 1011999-494010 $ 381,757 Transfer Out - SB2 Fund 1011999-492160 $ 110,000
Police Services Total $ 584,818
General Fund Expenditure Total $ 1,114,306
Special Reserve Fund Appropriation Requests
Transfer Out - CIP Fund 1021999-494010 $ 2,529,464
Special Reserve Fund Expenditure Total $ 2,529,464
Donation Fund Appropriation Requests
Transfer Out - CIP Fund 1041999-494010 $ 100,000
Donation Fund Expenditure Total $ 100,000
Attachment 2
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
LMAD Fund Appropriation Requests
Transfer Out - CIP Fund 2011999-494010 $ 378,900
Transfer Out - Lighting & Signal Fund 2011999-494070 $ 67,724 Special Supplies 2010350-421100 $ 12,000
Auto Gas & Supplies 2010350-421160 $ (4,000)
Maint/Automobiles 2010350-424050 $ (4,000)
Water - Landscape Areas 2010350-425300 $ (50,000)
Admin Charges 2010350-427050 $ (150,114)
Tree Trimming 2010350-432300 $ 215,000
Street Light Maintenance 2010350-432820 $ 1,501
Miscellaneous Maintenance Service 2010350-439250 $ 150,000 LMAD Fund Expenditure Total $ 617,011
Library Fund Appropriation Requests
Admin Charges 2020700-427050 $ (110,640)
Auto Circ Control System 2020700-430300 $ 1,000
Software Maintenance 2020700-431890 $ 6,250
Custodial Service 2020700-432100 $ 4,500
Landscape Service 2020700-432700 $ 1,700
Facilities Security Service 2020700-432740 $ 9,699
Facilities Maintenance 2020700-432750 $ 2,500
Postage 2020710-425500 $ 1,815
Audio Visual 2020730-421310 $ (5,000)
Books/Library 2020730-421400 $ 20,000
Library Materials - Electronic Format 2020730-421450 $ (10,000) Transfer Out - Library Capital Reserve Fund 2021999-492030 $ 200,000 Total Library Fund Expenditure Total $ 121,824
Miscellaneous Grant Fund Appropriation Requests
Transfer Out - CIP Fund 2071999-494010 $ 8,179,828
Total Miscellaneous Grant Fund Expenditure Total $ 8,179,828 CDBG Fund Appropriation Requests
Transfer Out - CIP Fund 2081999-494010 $ 10,564
Evergreen Villa Program 2080173-428270 $ 85,564
Total CDBG Fund Expenditure Total $ 96,128
AQMD Fund Appropriation Requests
Automobile 2091000-461050 $ (215,000)
Attachment 2
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Transfer Out - CIP Fund 2091999-494010 $ 150,000
Total Miscellaneous Grant Fund Expenditure Total $ (65,000) PEG Access Fund Appropriation Changes
Misc Other Contract 2101000-433950 $ 18,500
Computer Hardware/Software 2101000-461120 $ 5,000
Total PEG Fund Expenditure Total $ 23,500
Gas Tax Fund Appropriation Requests
Transfer Out - CIP Fund 2111999-494010 $ 1,541,292
Total Miscellaneous Gas Tax Fund Expenditure Total $ 1,541,292 Measure M Fund Appropriation Requests
Transfer Out - CIP Fund 2121999-494010 $ 1,422,890
Total Measure M Fund Expenditure Total $ 1,422,890
RMRA Fund Appropriation Requests
Transfer Out - CIP Fund 2131999-494010 $ 1,580,055
Total RMRA Fund Expenditure Total $ 1,580,055
SB-2 Fund Appropriation Requests
North SPA Costs 2161000-430000 $ 100,000
Total SB-2 Fund Expenditure Total $ 100,000
CIP Fund Appropriation Requests
Municipal Buildings & Facilities 4010050-461610 $ 1,517,182 Street Improvements 4010050-461620 $ 9,690,211
Traffic Control 4010050-461630 $ 4,392,357
Landscape Improvements 4010050-461640 $ 864,529
Storm Drain Improvements 4010050-461650 $ 1,797,888
Parks & Recreation Improvements 4010050-461660 $ 761,301 Miscellaneous Improvements 4010050-461670 $ 2,483,576
Total CIP Fund Expenditure Total $ 21,507,044
Master Plan of Drainage Fund Appropriation Requests
Attachment 2
Department / Item Account Number Budget
Adjustment
City of Yorba Linda
Fiscal Year 2024/25 Mid-Term Budget Requests
Transfer Out - CIP Fund 4031999-494010 $ 4,165,477
Total Master Plan of Drainage Fund Expenditure Total $ 4,165,477 Traffic Mitigation Fund Appropriation Requests
Transfer Out - CIP Fund 4041999-494010 $ 241,606
Total Traffic Mitigation Fund Expenditure Total $ 241,606 Traffic Signal Improvement Fund Appropriation Requests
Transfer Out - CIP Fund 4051999-494010 $ 220,000
Total Traffic Signal Improvement Fund Expenditure Total $ 220,000 Lighting & Signal Fund Appropriation Requests
Transfer Out - CIP Fund 4071999-494010 $ 455,211
Total Lighting & Signal Fund Expenditure Total $ 455,211 BGGC Fund Appropriation Requests
Kemper Payroll 5010480-415000 $ 456,123
GC Cost of Sales - Pro Shop 5010480-424800 $ 3,251
GC Cost of Sales - Food 5010480-424850 $ 53,908
GC - Non Personnel Costs 5010480-424860 $ 76,850
GC Cart & Equip Loan Payments 5010480-424870 $ 4,662
Kemper Management Fee 5010480-430130 $ (7,997)
Capital Projects 5010480-461030 $ (100,000)
Emergency Capital Repairs 5010480-461040 $ (1,800)
Transfer Out - CIP Fund 5010480-494010 $ 150,000
Total BGGC Fund Expenditure Total $ 634,997
FY 2024/2025 CAPITAL IMPROVEMENT PROJECTS BUDGET - TIER 1 ATTACHMENT 3 Municipal Buildings & Facilities Projects - 4010050-461610 Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
FC221002 Susanna Bixby Bryant Museum Slope Stabilization Carryover Project $ - $ 445,200 $ - $ 445,200 $ 445,200 FC221007 Parks and Facilities Parking Lot Maintenance Carryover Project $ 587,418 $ 35,564 $ 622,982 $ 587,418 $ 35,564 FC241002 BGGC Parking Lot Renovation Carryover Project $ 200,000 $ 200,000 $ 50,000 $ 150,000 FC241006 YLCC Restroom Renovation - Design Carryover Project $ 5,000 $ 5,000 $ 5,000 FC241007 City Hall Eve Renovation - Design Carryover Project $ 4,000 $ 4,000 $ 4,000 FC241008 Multipurpose Room Protective Wall Covering - YLCC Carryover Project $ 25,000 $ 25,000 $ 25,000 FC241009 Travis Ranch Basketball Backboard/Hoops Upgrade Carryover Project $ 40,000 $ 40,000 $ 40,000 FC241010 EV Charger Installation Citywide (Design) Carryover Project $ 25,000 $ 150,000 $ 175,000 $ 25,000 $ 150,000 FC251001 Miscellaneous Facilities Renovations Recurring Project $ 100,000 $ - $ 100,000 $ 100,000 NEW SBBM Roof Replacement New Project $ 50,000 $ - $ 50,000 $ 50,000 NEW Playground Safety Surfacing Maintenance New Project $ 51,000 $ - $ 51,000 $ 51,000 NEW City Hall Exterior ADA Improvements New Project $ 30,000 $ - $ 30,000 $ 30,000 NEW Hurless Barton Park Picnic Shelter New Project $ 50,000 $ - $ 50,000 $ 50,000 NEW YLCC Lighting Retrofit - Construction New Project $ 150,000 $ - $ 150,000 $ 150,000 NEW YLCC Restroom Renovation - Construction New Project $ 200,000 $ - $ 200,000 $ 200,000 NEW City Hall Eve Renovation - Construction New Project $ 200,000 $ - $ 200,000 $ 200,000 Total - Municipal Buildings & Facilities Projects $ 831,000 $ 1,331,618 $ 185,564 $ 2,348,182 $ - $ 1,962,618 $ - $ - $ - $ 85,564 $ 150,000 $ - $ - $ - $ - $ - $ - $ - $ 150,000 Street Improvement Projects - 4010050-461620
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
SI201001
Yorba Linda Blvd. Widening - Imperial Hwy. to Lakeview Ave. (Environmental/PS&E) Carryover Project $ - $ 111,795 $ 111,795 $ 111,795 SI201002 Lakeview Ave. / Buena Vista Ave. Intersection (Study) Carryover Project $ - $ 200,000 $ 200,000 $ 200,000 SI201003
Lakeview Ave Widening - Oriente to Bastanchury
(PS&E/Construction) Carryover Project $ - $ 1,499,476 $ 1,499,476 $ 81,200 $ 1,022,494 $ 395,782 SI201007 Bridge Maintenance Program (Study) Carryover Project $ - $ 27,500 $ - $ 27,500 $ 27,500 SI211001
Savi Ranch Pkwy. Improvements - Yorba Linda Blvd. to Mirage St. (PS&E) Carryover Project $ - $ 109,655 $ - $ 109,655 $ 28,611 $ 50,570 $ 30,474 SI211002
Yorba Linda Blvd. Widening - La Palma Ave. to Santa Ana Canyon Rd. (PS&E) Carryover Project $ - $ 1,091,000 $ - $ 1,091,000 $ 122,738 $ 818,250 $ 150,012 SI221002
Town Center Specific Plan Improvements (Imperial Highway - PS&E/Construction) Carryover Project $ - $ 220,843 $ - $ 220,843 $ 220,843 SI221003 La Palma Avenue Improvement Feasibility Study Carryover Project $ - $ 100,000 $ - $ 100,000 $ 100,000 SI221004 Bastanchury Road Median Modification (Fairmont to Village Center Drive) - Design Carryover Project $ - $ 11,639 $ - $ 11,639 $ 11,639 SI221005 Bastanchury Rd. Widening - Casa Loma Ave. to Eureka Ave. (Construction) Carryover Project $ - $ 595,803 $ 595,803 $ 595,803 SI231001 Lakeview Ave Widening - Lemon Dr to Oriente
(PS&E/Environmental) Carryover Project $ - $ 442,000 $ 500 $ 442,500 $ 331,875 $ 13,817 $ 96,808 SI231002
La Palma Avenue Improvement Project - West City Limit to 1,350 W/O Old Village Rd. Carryover Project $ - $ 271,217 $ - $ 271,217 $ 200,000 $ 71,217 SI241004 APPP Zone 5/6/7 and ADA Ramp Improvements (Misc.) Carryover Project $ - $ 3,200,000 $ 230,000 $ 3,430,000 $ 230,000 $ 1,306,246 $ 250,059 $ 1,643,695 SI241005 Yorba Linda Blvd & Valley View ADA Improvements Carryover Project $ - $ 350,000 $ 350,000 $ 350,000 SI241006 Pavement Management Plan (Study) Carryover Project $ - $ 22,183 $ 22,183 $ 22,183 NEW Sidewalk, Curb, and Gutter Repair Program (Construction) Recurring Project $ 398,000 $ - $ 398,000 $ 398,000 NEW Miscellaneous Street Improvements (Construction) Recurring Project $ 180,000 $ - $ 180,000 $ 180,000 NEW APPP/ADA Ramp Improvements - Zone 7 New Project $ 5,000,000 $ 500,000 $ 5,500,000 $ 500,000 $ 1,620,009 $ 1,637,279 $ 1,742,712 NEW
Savi Ranch Pkwy. Improvements - Yorba Linda Blvd. to Mirage St. (ROW) New Project $ 960,000 $ 1,176,000 $ 2,136,000 $ 1,602,000 $ 534,000 NEW Savi Ranch Pkwy & Yorba Linda Blvd NEPA Environmenal New Project $ - $ 400,000 $ 400,000 $ 352,000 $ 48,000 Total - Street Improvement Projects $ 6,538,000 $ 8,253,111 $ 2,306,500 $ 17,097,611 $ 122,738 $ 1,397,846 $ - $ - $ 4,697,025 $ - $ - $ 3,739,301 $ 3,412,181 $ 3,398,046 $ - $ 130,474 $ 200,000 $ - $ - Traffic Improvements - 4010050-461630
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
TC201003 Traffic Signal - Bastanchury Rd. at Eureka Ave. (Construction) Carryover Project $ - $ 38,013 $ 38,013 $ 38,013 TC201004 Traffic Signal - Bastanchury Rd. at Casa Loma Ave. (Construction) Carryover Project $ - $ 38,013 $ 38,013 $ 38,013 TC201005 Traffic Signal - Lakeview Ave. at Oriente Dr. (Design) Carryover Project $ - $ 50,000 $ 50,000 $ 50,000 TC221001 Active Transportation Plan (Study) Carryover Project $ - $ 203,214 $ 203,214 $ 179,905 $ 15,190 $ 8,119 TC221002
Orangethorpe/Esperanza Corridor Traffic Signal Synchronization (PS&E/Construction) Carryover Project $ - $ 15,000 $ 15,000 $ 15,000 TC221003 Tustin Avenue/Rose Drive TSS (PS&E/Construction) Carryover Project $ - $ 33,028 $ 33,028 $ 13,028 $ 20,000 TC231003
Yorba Linda Boulevard Corridor Traffic Signal Synchronization (PS&E/Construction) Carryover Project $ - $ 4,159,634 $ - $ 4,159,634 $ - $ - $ - $ 3,742,436 $ - $ - $ - $ - $ - $ - $ - $ - $ 417,198 TC241001
Traffic Calming / Safety /Operations Improvements
(Study/Design/Construction) Carryover Project $ 5,000 $ 5,000 $ 5,000 NEW Citywide Engineering & Traffic Survey New Project $ 60,000 $ - $ 10,000 $ 70,000 $ 70,000 NEW
Traffic Calming / Safety /Operations Improvements
(Study/Design/Construction) New Project $ 100,000 $ - $ 100,000 $ 100,000 $ - NEW Traffic Signal Timing (Design & Construction) New Project $ 50,000 $ - $ 50,000 $ 50,000 NEW Citywide Traffic Signal Modification / Rehabilitation (Construction) New Project $ 150,000 $ - $ 150,000 $ 150,000 Total - Traffic Control Improvements $ 360,000 $ 4,541,902 $ 10,000 $ 4,911,902 $ - $ - $ - $ - $ 3,922,341 $ - $ - $ - $ 143,218 $ - $ - $ 171,132 $ 20,000 $ 655,211 $ - Page 482 of 508 1 FY 2024/2025 CAPITAL IMPROVEMENT PROJECTS BUDGET - TIER 1 ATTACHMENT 3 Landscaping Improvements - 4010050-461640
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
LI201002
Entry Monument Landscaping and Lighting Renovation /
Enhancement Carryover Project $ - $ 25,000 $ - $ 25,000 $ 25,000 LI221001 Local Zone L2-F Live Oak Drainage Construction Carryover Project $ - $ 40,013 $ 40,013 $ 40,013 LI221007 Yorba Linda Fuel Reduction Project Carryover Project $ - $ 245,616 $ 245,616 $ 59,019 $ 186,597 LI241001 LMAD Capital Improvement Renovation (23/24 Annual) Carryover Project $ - $ 238,900 $ 238,900 $ 238,900 LI241002 Arterial Landscape Improvmement Project Carryover Project $ - $ 200,000 $ 200,000 $ 200,000 NEW LMAD Capital Improvement Renovation (24/25 Annual) Recurring Project $ 1,000,000 $ 115,000 $ 1,115,000 $ 1,115,000 $ - $ -
Total-Landscaping Improvements $ 1,000,000 $ 749,529 $ 115,000 $ 1,864,529 $ 259,019 $ - $ - $ 1,378,900 $ 186,597 $ - $ - $ - $ - $ - $ 40,013 $ - $ - $ - $ - Storm Drain Improvements - 4010050-461650
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
SD201001 Storm Drain Master Plan Carryover Project $ - $ 3,775 $ - $ 3,775 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 3,775 $ - $ - $ - SD231001 Bastanchury Rd. / Rose Dr. Storm Drain Improvement Carryover Project $ - $ 1,081,607 $ - $ 1,081,607 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,081,607 $ - $ - $ - SD231002 Rio Del Oro Drainage Facility Carryover Project $ - $ 364,600 $ - $ 364,600 $ 364,600 SD241001 Yorba Linda Blvd. & Imperial Highway Sinkhole Repair Carryover Project $ - $ 347,906 $ - $ 347,906 $ 347,906 NEW Camino De Bryant MPD Improvement (PS&E) New Project $ 80,000 $ - $ 80,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 80,000 $ - $ - $ - Total-Storm Drain Improvements $ 80,000 $ 1,797,888 $ - $ 1,877,888 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 1,877,888 $ - $ - $ - $ - Miscellaneous PW Improvements - 4010050-461670
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
MS231001 Fiber Optic Gap Closures New Project $ 75,000 $ - $ 75,000 $ 75,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - MS231002 Black Gold Emergency Storm Drain Repair Carryover Project $ 27,576 $ 2,300,000 $ 2,327,576 $ 2,327,576 MS241003 Cal-Recycle Grant SB1383 Organics (FY 23/24) Carryover Project $ - $ - $ 156,000 $ 156,000 $ 156,000 $ -
Total-Miscellaneous PW Improvements $ 75,000 $ 2,456,000 $ 2,558,576 $ 75,000 $ - $ - $ - $ 156,000 $ - $ - $ - $ - $ - $ 2,327,576 $ - $ - $ - $ - Parks & Recrecation Projects - 4010050-461660
Project # Project Description Status FY 2024-2025
Adopted Budget
FY 2023-24
Estimated
Carryover
Additional
Funding
Requested
FY 2024-2025
Revised Budget
(101)
General
(102)
Special Reserve
(104)
Donation Fund
(201)
LMAD
(207)
MISC GRANTS
(208)
CDBG
(209)
AQMD
(211)
Gas Tax
(212)
Measure M2
(213)
RMRA
(403)
Master Plan
of Drainage
(404)
Traffic
Mitigation
(405)
Traffic Signal
Improvement
(407)
Lighting &
Signal
(501)
BGGC
PR241001 Bryant Ranch Park Basketball Court Carryover Project $ - $ 661,301 $ - $ 661,301 $ - $ - $ - $ 661,301 $ - $ - $ - $ - $ - $ - $ - $ - NEW Adventure Playground - Grass Area Improvements New Project $ - $ - $ 100,000 $ 100,000 $ 100,000 Total-Parks & Rec Projects $ - $ 100,000 $ 761,301 $ - $ - $ 100,000 $ - $ 661,301 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - FY 24-25 CIP Projects Grand Total $ 8,884,000 $ 16,674,048 $ 5,173,064 $ 31,419,989 $ 456,757 $ 3,360,464 $ 100,000 $ 1,378,900 $ 9,623,264 $ 85,564 $ 150,000 $ 3,739,301 $ 3,555,399 $ 3,398,046 $ 4,245,477 $ 301,606 $ 220,000 $ 655,211 $ 150,000 Funding Source Totals
101 General Fund Reserves $ 456,757 done
102 Special Reserve Fund 3,360,464 done $ 2,348,182
104 Donation Fund (Parks & Recreation) 100,000 done 17,097,611 201 Landscape Maintenance Assessment District Fund 1,378,900 done 4,911,902 207 Miscellaneous Grant Fund 9,623,264 done 1,864,529
208 CDBG Fund 85,564 done 1,877,888
209 AQMD Fund 150,000 done 2,558,576
211 Gas Tax Fund 3,739,301 done 761,301
212 Measure M2 Local Fair Share Fund 3,555,399 done $ 31,419,989 213 Road Maintenance Rehabilitation Account Fund 3,398,046 done 403 Master Plan of Drainage 4,245,477 done
404 Traffic Mitigation Fund 301,606 done
405 Traffic Signal Improvement Fund 220,000 done
407 Lighting and Signal Fund 655,211 done
501 Black Gold Golf Club Fund 150,000 done
$ 31,419,989
Miscellaneous PW Improvements - 4010050-461670
Parks and Recreation Improvements
Grand Total
CIP Project Type Totals
Municipal Buildings & Facilities Projects - 4010050-461610 Street Improvement Projects - 4010050-461620
Traffic Improvements - 4010050-461630
Landscaping Improvements - 4010050-461640
Storm Drain Improvements - 4010050-461650
FY24/25 THRU FY30/31 CAPITAL IMPROVEMENT PROJECTS BUDGET - 7 YEARS ATTACHMENT 5 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7
Municipal Buildings & Facilities Projects
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
FC221002 Susanna Bixby Bryant Museum Slope Stabilization $ 445,200 $ - $ - $ - $ - $ - $ - FC221007 Parks and Facilities Parking Lot Maintenance $ 622,982 $ - $ - $ - $ - $ - $ - FC241002 BGGC Parking Lot Renovation $ 200,000 $ - $ - $ - $ - $ - $ - FC241006 YLCC Restroom Renovation - Design $ 5,000 $ - $ - $ - $ - $ - $ - FC241007 City Hall Eve Renovation - Design $ 4,000 $ - $ - $ - $ - $ - $ - FC241008 Multipurpose Room Protective Wall Covering - YLCC $ 25,000 $ - $ - $ - $ - $ - $ - FC241009 Travis Ranch Basketball Backboard/Hoops Upgrade $ 40,000 $ - $ - $ - $ - $ - $ - FC241010 EV Charger Installation Citywide (Design) $ 175,000 $ 124,310 $ - $ - $ - $ - $ - FC251001 Miscellaneous Facilities Renovations $ 100,000 $ - $ - $ - $ - $ - $ - NEW SBBM Roof Replacement $ 50,000 $ - $ - $ - $ - $ - $ - NEW Playground Safety Surfacing Maintenance $ 51,000 $ - $ - $ - $ - $ - $ - NEW City Hall Exterior ADA Improvements $ 30,000 $ - $ - $ - $ - $ - $ - NEW Hurless Barton Park Picnic Shelter $ 50,000 $ - $ - $ - $ - $ - $ - NEW YLCC Lighting Retrofit - Construction $ 150,000 $ - $ - $ - $ - $ - $ - NEW YLCC Restroom Renovation - Construction $ 200,000 $ - $ - $ - $ - $ - $ - NEW City Hall Eve Renovation - Construction $ 200,000 $ - $ - $ - $ - $ - $ - Total - Municipal Buildings & Facilities Projects $ 2,348,182 $ 124,310 $ - $ - $ - $ - $ - Street Improvement Projects
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
SI201001 Yorba Linda Blvd. Widening - Imperial Hwy. to Lakeview Ave. (PS&E) $ 111,795 $ - $ - $ - $ - $ - $ - SI201002 Lakeview Ave. / Buena Vista Ave. Intersection (Study) 200,000 $ - $ - SI201003 Lakeview Ave Widening - Oriente to Bastanchury $ 1,499,476 $ - $ - $ - $ - $ - $ - SI201007 Bridge Maintenance Program (Study) $ 27,500 $ 839,730 $ - $ - $ - $ - $ - SI211001 Savi Ranch Pkwy. Improvements - Yorba Linda Blvd. to Mirage St. (PS&E) $ 109,655 $ - $ - $ - $ - $ - SI211002 Yorba Linda Blvd. Widening - La Palma Ave. to Santa Ana Canyon Rd. (PS&E) $ 1,091,000 $ - $ - SI221002 Town Center Specific Plan Improvements $ 220,843 $ - $ - $ - $ - $ - $ - SI221003 La Palma Avenue Improvement Feasibility Study $ 100,000 $ - $ - $ - $ - $ - $ - SI221004 Bastanchury Road Median Modification (Fairmont to Village Center Drive) - Design $ 11,639 $ - $ 825,000 $ - $ - $ - $ - SI221005 Bastanchury Rd. Widening - Casa Loma Ave. to Eureka Ave. $ 595,803 $ - $ - $ - $ - $ - $ - SI231001 Lakevew Ave Widening - Lemon Dr to Oriente (ROW/Construction) $ 442,500 $ 1,230,000 $ 1,100,000 $ - $ - $ - $ - SI231002 La Palma Avenue Improvement Project from West City Limit to 1,350 W/O Old Village Rd. (CRRSAA) $ 271,217 $ - $ - $ - $ - $ - $ - SI241004 APPP Zones 5/6/7 and ADA Ramp Improvements (misc.) $ 3,430,000 $ - $ - $ - $ - $ - $ - SI241005 Yorba Linda Blvd & Valley View ADA Improvements $ 350,000 $ - $ - $ - $ - $ - SI241006 Pavement Management Plan (Study) $ 22,183 $ - $ - $ - $ - $ - APPP/ADA Ramp Improvements (ZONE 7) $ 5,500,000 $ - $ - $ - $ - $ - APPP/ADA Ramp Improvements (ZONE 1) $ - $ 5,700,000 $ - $ - $ - $ - $ - APPP/ADA Ramp Improvements (ZONE 2) $ - $ - $ 5,800,000 $ - $ - $ - $ - APPP/ADA Ramp Improvements (ZONE 3) $ - $ - $ - $ 6,000,000 $ - $ - $ - APPP/ADA Ramp Improvements (ZONE 4) $ - $ - $ - $ - $ 6,200,000.00 $ - $ - APPP/ADA Ramp Improvements (ZONE 5) $ - $ - $ - $ - $ - $ 6,400,000.00 $ - APPP/ADA Ramp Improvements (ZONE 6) $ - $ - $ - $ - $ - $ 6,600,000.00 SI (NEW) Citywide ADA Ramp Program $ - $ 65,000 $ 65,000 $ 65,000 $ 65,000 $ 65,000.00 $ 65,000.00 SI (NEW) Sidewalk, Curb, and Gutter Repair Program $ 398,000 $ 300,000 $ 300,000 $ 300,000 $ 300,000 $ 300,000.00 $ 300,000.00 SI (NEW) Miscellaneous Street Improvements $ 180,000 $ 180,000 $ 180,000 $ 180,000 $ 180,000 $ 180,000.00 $ 180,000.00 NEW Yorba Linda Blvd. Widening - Imperial Hwy. to Lakeview Ave. (ROW) $ - $ 794,400 $ - $ - $ - $ - $ - NEW Yorba Linda Blvd. Widening - Imperial Hwy. to Lakeview Ave. (Construction) $ - $ - $ 2,800,000 $ - $ - $ - $ - NEW Savi Ranch Pkwy. Improvements - Yorba Linda Blvd. to Mirage St. (ROW) $ 2,136,000 $ - $ - $ - $ - $ - $ - NEW Savi Ranch Pkwy. Improvements - Yorba Linda Blvd. to Mirage St. (Construction) $ - $ - $ 4,670,000 $ - $ - $ - NEW Yorba Linda Blvd. Widening - La Palma Ave. to Santa Ana Canyon Rd. (ROW/Construction) $ - $ 1,760,000 0 $ 31,080,000 $ - $ - $ - NEW Lakeview Ave. / Buena Vista Ave. Intersection (ROW/Construction) $ - $ - $ 6,000,000 $ - $ - $ - $ - NEW Savi Ranch Pkwy & Yorba Linda Blvd NEPA Environmenal $ 400,000 $ - $ - $ - $ - $ - $ - Total - Street Improvement Projects $ 17,097,611 $ 10,869,130 $ 21,740,000 $ 37,625,000 $ 6,745,000 $ 6,945,000.00 $ 7,145,000.00
FY24/25 THRU FY30/31 CAPITAL IMPROVEMENT PROJECTS BUDGET - 7 YEARS ATTACHMENT 5 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7
Traffic Control Improvements
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
TC201003 Traffic Signal - Bastanchury Rd. at Eureka Ave. $ 38,013 $ - $ - $ - $ - $ - $ - TC201004 Traffic Signal - Bastanchury Rd. at Casa Loma Ave. $ 38,013 $ - $ - $ - $ - $ - $ - TC201005 Traffic Signal - Lakeview Ave. at Oriente Dr. (Design) $ 50,000 $ - $ - $ - $ - $ - $ - TC221001 Active Transportation Plan $ 203,214 $ - $ - $ - $ - $ - $ - TC221002 Orangethorpe/Esperanza Corridor Traffic Signal Synchronization $ 15,000 $ - $ - $ - $ - $ - $ - TC221003 Tustin Avenue/Rose Drive TSS $ 33,028 $ - $ - $ - $ - $ - $ - TC231003 Yorba Linda Boulevard Corridor Traffic Signal Synchronization $ 4,159,634 $ - $ - $ - $ - $ - $ - TC241001 Traffic Calming / Safety /Operations Improvements (Study/Design/Construction) $ 5,000 $ - $ - $ - $ - $ - $ - TC (NEW) Traffic Signal Timing $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000 $ 50,000.00 $ 50,000.00 TC (NEW) Citywide Traffic Signal Modification / Rehabilitation $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000.00 $ 150,000.00 Traffic Calming / Safety /Operations Improvements 24-25 $ 100,000 $ - $ - $ - $ - $ - $ - Traffic Calming / Safety /Operations Improvements 25-26 $ - $ 100,000 $ - $ - $ - $ - $ - Traffic Calming / Safety /Operations Improvements 26-27 $ - $ - $ 100,000 $ - $ - $ - $ - Traffic Calming / Safety /Operations Improvements 27-28 $ - $ - $ - $ 100,000 $ - $ - $ - Traffic Calming / Safety /Operations Improvements 28-29 $ - $ - $ - $ - $ 100,000 $ - $ - Traffic Calming / Safety /Operations Improvements 29-30 $ - $ - $ - $ - $ - $ 100,000.00 $ - Traffic Calming / Safety /Operations Improvements 30-31 $ - $ - $ - $ - $ - $ - $ 100,000.00 NEW Citywide Engineering & Traffic Survey $ 70,000 $ - $ - $ - $ - $ - $ - Total - Traffic Control Improvements $ 4,911,902 $ 300,000 $ 300,000 $ 300,000 $ 300,000 $ 300,000.00 $ 300,000.00 Landscaping Improvements
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
LI241001 LMAD Capital Improvement Renovation (23-24) $ 238,900 $ - $ - $ - $ - $ - $ - NEW LMAD Capital Improvement Renovation (24-25) $ 1,115,000 $ - $ - $ - $ - $ - $ - LMAD Capital Improvement Renovation (25-26) $ - $ 1,200,000 $ - $ - $ - $ - $ - LMAD Capital Improvement Renovation (26-27) $ - $ - $ 1,300,000 $ - $ - $ - $ - LMAD Capital Improvement Renovation (27-28) $ - $ - $ - $ 1,300,000 $ - $ - $ - LMAD Capital Improvement Renovation (28-29) $ - $ - $ - $ - $ 1,300,000 $ - $ - LMAD Capital Improvement Renovation (29-30) $ - $ - $ - $ - $ - $ 1,000,000.00 $ - LMAD Capital Improvement Renovation (30-31) $ - $ - $ - $ - $ - $ - $ 1,000,000.00 LI201002 Entry Monument Landscaping and Lighting Renovation / Enhancement $ 25,000 $ - $ - $ - $ - $ - $ - LI221001 Live Oak Drainage Construction $ 40,013 $ - $ - $ - $ - $ - $ - LI221007 Yorba Linda Fuel Reduction Project $ 245,616 $ - $ - $ - $ - $ - $ - NEW Arterial Landscape Improvmement Project $ 200,000 $ - $ - $ - $ - $ - $ - $ -
Total-Landscaping Improvements $ 1,864,529 $ 1,200,000 $ 1,300,000 $ 1,300,000 $ 1,300,000 $ 1,000,000.00 $ 1,000,000.00 Storm Drain Improvements
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
SD231001 Bastanchury Rd. / Rose Dr. Storm Drain Improvement $ 1,081,607 $ - $ - $ - $ - $ - $ - SD231002 Rio Del Oro Green Belt/ Drainage Facility $ 364,600 $ - $ - $ - $ - $ - $ - SD201001 Storm Drain Master Plan 3,775 $ - $ - $ - $ - $ - $ - SD241001 Yorba Linda Blvd. & Imperial Highway Sinkhole Repair 347,906 $ - $ - $ - $ - $ - $ - NEW Camino De Bryant MPD Improvement (PS&E) $ 80,000 $ - $ - $ - $ - $ - $ - NEW Camino De Bryant MPD Improvement (Construction) $ - $ - $ 800,000 $ - $ - $ - $ - $ -
Total-Storm Drain Improvements $ 1,877,888 $ - $ - $ 800,000 $ - Miscellaneous PW Improvements
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
MS231001 Fiber Optic Gap Closures $ 75,000 $ - $ - $ - $ - $ - $ - MS231002 Black Gold Emergency Storm Drain Repair $ 2,327,576 $ - $ - $ - $ - $ - $ - MS241003 Cal-Recycle Grant - SB1383 Organics 156,000 $ - $ - $ - $ - $ - $ - Total-Miscellaneous PW Improvements $ 2,558,576 $ - $ - $ - $ -
FY24/25 THRU FY30/31 CAPITAL IMPROVEMENT PROJECTS BUDGET - 7 YEARS ATTACHMENT 5 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7
Parks and Recreation Improvements
Project # Project Description FY 2024-2025 Projected Costs FY 2025-2026 Projected Costs FY 2026-2027 Projected Costs FY 2027-2028 Projected Costs FY 2028-2029 Projected Costs FY 2029-2030 Projected Costs
FY 2030-2031 Projected
Costs
PR241001 Bryant Ranch Park Basketball Court $ 661,301 $ - $ - $ - $ - $ - $ - NEW Adventure Playground - Grass Area Improvements $ 100,000 $ - $ - $ - $ - $ - $ - Total-Parks and Recreation Projects $ 761,301 $ - $ - $ - $ - CIP Projects Grand Total $ 31,419,989 $ 12,493,440 $ 23,340,000 $ 40,025,000 $ 8,345,000 $ 8,245,000 $ 8,445,000
ATTACHMENT 6
Bargaining Unit Status 2023/24
Approved
2024/25
Proposed Change
Accountant Miscellaneous Full-Time 1.00 1.00 -
Accounting Technician Miscellaneous Full-Time 2.00 2.00 - Administrative Secretary Miscellaneous Full-Time 4.00 3.00 (1.00) Administrative Secretary - Housing Miscellaneous Full-Time - 1.00 1.00 Administrative Services Director Management Full-Time 1.00 1.00 - Assessment District Manager Mid-Management Full-Time 1.00 1.00 - Assistant City Manager Management Full-Time 1.00 1.00 - Assistant Engineer Miscellaneous Full-Time 3.00 3.00 -
Assistant Library Director Mid-Management Full-Time 1.00 1.00 - Assistant to the City Manager Mid-Management Full-Time 2.00 1.00 (1.00) Associate Planner Miscellaneous Full-Time 2.00 2.00 -
Borrower Services Manager Mid-Management Full-Time 1.00 1.00 - Building Inspector Miscellaneous Full-Time 3.00 3.00 -
Building Official Mid-Management Full-Time 1.00 1.00 -
Building Permit Technician Miscellaneous Full-Time 2.00 2.00 - Children Services Manager Mid-Management Full-Time 1.00 1.00 - City Clerk Mid-Management Full-Time 1.00 1.00 -
City Clerk Specialist Miscellaneous Full-Time 1.00 1.00 - City Manager Management Full-Time 1.00 1.00 -
Communications Specialist Miscellaneous Full-Time 1.00 1.00 - Community Development Director Management Full-Time 1.00 1.00 - Community Preservation Officer Miscellaneous Full-Time 1.00 1.00 - Community Pres. Officer / CDBG Coord. Miscellaneous Full-Time 1.00 1.00 - Custodian Miscellaneous Full-Time 1.00 - (1.00)
Deputy City Clerk Miscellaneous Full-Time 1.00 1.00 -
Deputy Public Works Director/Assistant City Engineer Mid-Management Full-Time 1.00 1.00 - Economic Development Manager Mid-Management Full-Time 1.00 1.00 - Executive Assistant Mid-Management Full-Time 1.00 1.00 - Facilities Maintenance Custodian Miscellaneous Full-Time 1.00 2.00 1.00 Facilities Maintenance Technician Miscellaneous Full-Time 2.00 2.00 - Finance Director Management Full-Time 1.00 1.00 -
Financial Services Manager Mid-Management Full-Time 1.00 1.00 - GIS Analyst Miscellaneous Full-Time 1.00 1.00 -
Information Services & Technology Manager Mid-Management Full-Time 1.00 1.00 - IT Analyst Miscellaneous Full-Time 2.00 2.00 -
IT Technician Miscellaneous Full-Time 1.00 1.00 -
Landscape Inspector Miscellaneous Full-Time 1.00 1.00 - Leadworker Miscellaneous Full-Time 2.00 2.00 -
Librarian Miscellaneous Full-Time 4.00 4.00 -
Library Clerk Miscellaneous Full-Time 2.00 2.00 -
Library Director Management Full-Time 1.00 1.00 -
Library Technician Miscellaneous Full-Time 1.00 1.00 -
Maintenance Contract Administrator Miscellaneous Full-Time 2.00 2.00 - Maintenance Worker II Miscellaneous Full-Time 14.00 14.00 - Management Analyst Mid-Management Full-Time 2.00 2.00 - Office Assistant II Miscellaneous Full-Time 1.00 1.00 - Park Maintenance Supervisor Miscellaneous Full-Time 1.00 1.00 - Parks & Facilities Maintenance Superintendent Mid-Management Full-Time 1.00 1.00 - Parks & Recreation Superintendent Mid-Management Full-Time 1.00 1.00 - Parks and Recreation Director Management Full-Time 1.00 1.00 - Payroll Technician Miscellaneous Full-Time 1.00 1.00 -
Plan Check Engineer Miscellaneous Full-Time 1.00 1.00 - Planning Manager Mid-Management Full-Time 1.00 1.00 -
Principal Civil Engineer Mid-Management Full-Time 1.00 1.00 - Principal Management Analyst Mid-Management Full-Time 1.00 2.00 1.00 Public Works Director/City Engineer Management Full-Time 1.00 1.00 - Public Works Superintendent Mid-Management Full-Time 1.00 1.00 - Recreation Coordinator Miscellaneous Full-Time 5.00 5.00 - City of Yorba Linda
Authorized Positions Listing
As of July 1, 2024
Full-Time Positions
ATTACHMENT 6
Bargaining Unit Status 2023/24
Approved
2024/25
Proposed Change
City of Yorba Linda
Authorized Positions Listing
As of July 1, 2024
Recreation Supervisor Miscellaneous Full-Time 4.00 4.00 - Senior Building Inspector Miscellaneous Full-Time 1.00 1.00 - Senior Building Permit Technician Miscellaneous Full-Time 1.00 1.00 - Senior Community Preservation Officer Mid-Management Full-Time 1.00 1.00 - Senior Landscape Inspector Miscellaneous Full-Time 2.00 2.00 - Senior Librarian Miscellaneous Full-Time 2.00 2.00 -
Senior Librarian Assistant Miscellaneous Full-Time 1.00 1.00 - Senior Library Clerk Miscellaneous Full-Time 1.00 1.00 - Senior Library Technician Miscellaneous Full-Time 2.00 2.00 - Senior Management Analyst Mid-Management Full-Time 1.00 1.00 - Senior Office Assistant Miscellaneous Full-Time 3.00 2.00 (1.00) Senior Office Assistant - CDBG Miscellaneous Full-Time - 1.00 1.00 Senior Planner Mid-Management Full-Time 1.00 1.00 -
Senior Public Works Inspector Miscellaneous Full-Time 1.00 1.00 - Traffic Engineering Manager Mid-Management Full-Time 1.00 1.00 - Total Full-Time Positions 116.00 116.00 -
Accounting Technician Miscellaneous Perm. Part-Time 0.75 0.75 - Librarian Miscellaneous Perm. Part-Time 0.75 0.75 -
Librarian Assistant Miscellaneous Perm. Part-Time 0.75 0.75 - Library Clerk Miscellaneous Perm. Part-Time 1.50 1.50 - Recreation Specialist Miscellaneous Perm. Part-Time 5.25 5.25 - Senior Library Page Miscellaneous Perm. Part-Time 0.75 0.75 - Total Permanent Part-Time Positions 9.75 9.75 -
Building Inspector (RA) Temp. Part-Time 0.48 0.48 -
Emergency Management Coordinator (RA) Temp. Part-Time 0.48 0.48 - Intern Temp. Part-Time 4.32 4.32 -
Landscape Inspector Temp. Part-Time 0.48 0.48 -
Library Assistant Temp. Part-Time 4.50 4.50 -
Library Clerk Temp. Part-Time 1.97 1.97 -
Library Page Temp. Part-Time 4.57 4.57 -
Library Technician Temp. Part-Time 0.48 0.48 -
Maintenance Worker Trainee Temp. Part-Time 0.48 0.48 -
Office Assistant I Temp. Part-Time 0.48 0.48 -
Office Assistant II Temp. Part-Time 0.48 0.48 -
Recreation Leader Temp. Part-Time 14.71 14.71 -
Senior Library Page Temp. Part-Time 1.63 1.63 -
Senior Office Assistant Temp. Part-Time 0.48 0.48 -
Senior Recreation Leader Temp. Part-Time 10.03 10.03 -
Total Temporary Part-Time Positions 45.57 45.57 -
Total Authorized Positions 171.32 171.32 -
Temporary Part-Time Positions
Permanent Part-Time Positions
Attachment 7
MISCELLANEOUS STEP A STEP B STEP C STEP D STEP E
Accountant 6,043 6,345 6,662 6,995 7,345
Account Clerk 4,154 4,362 4,580 4,809 5,050
Accounting Technician 5,194 5,454 5,726 6,013 6,313
Administrative Secretary 4,970 5,219 5,480 5,754 6,041
Administrative Secretary - Housing 5,467 5,741 6,028 6,329 6,645 Assistant Civil Engineer 7,173 7,532 7,908 8,304 8,719
Assistant Planner 5,996 6,296 6,611 6,941 7,288
Associate Planner 6,956 7,304 7,669 8,052 8,455
Building Inspector Aide 5,655 5,938 6,235 6,547 6,874
Building Inspector 6,283 6,597 6,927 7,274 7,637
Building Inspector Supervisor 7,398 7,768 8,156 8,564 8,992 Building Permit Aide 4,536 4,763 5,001 5,251 5,514
Building Permit Technician 5,655 5,938 6,235 6,547 6,874 Business License Technician 4,675 4,909 5,154 5,412 5,683 City Clerk Specialist 4,900 5,145 5,402 5,672 5,956
Communications Specialist 5,327 5,593 5,873 6,166 6,475 Community Preservation Officer 5,653 5,935 6,232 6,544 6,871 Community Preservation Officer / CDBG Coordinator 5,935 6,232 6,544 6,871 7,214 Community Preservation Technician 4,053 4,256 4,469 4,692 4,927 Custodian 4,608 4,838 5,080 5,334 5,601
Deputy City Clerk 6,662 6,995 7,345 7,712 8,098
Engineering Aide 5,806 6,097 6,401 6,722 7,058
Facilities Maintenance Custodian 5,048 5,300 5,565 5,843 6,135 Facilities Maintenance Technician 5,314 5,579 5,858 6,151 6,459 GIS Analyst 7,309 7,674 8,058 8,461 8,884
Grading Inspector 6,166 6,475 6,799 7,138 7,495
Graphics Specialist 4,843 5,085 5,339 5,606 5,886
Housing & Redevelopment Specialist 6,956 7,304 7,669 8,052 8,455 IT Administrator 7,898 8,293 8,708 9,143 9,600
IT Analyst 7,898 8,293 8,708 9,143 9,600
IT Technician 6,096 6,401 6,721 7,057 7,410
Irrigation Technician 4,840 5,082 5,336 5,603 5,883
Junior Civil Engineer 6,523 6,849 7,191 7,551 7,928
Landscape Inspector 6,166 6,475 6,799 7,138 7,495
Leadworker 5,314 5,579 5,858 6,151 6,459
Librarian 5,464 5,737 6,024 6,325 6,641
Librarian Assistant 4,792 5,032 5,283 5,547 5,825
Library Clerk 3,416 3,586 3,766 3,954 4,152
Library Clerk Typist I 3,585 3,764 3,952 4,150 4,358
CITY OF YORBA LINDA
2024/25 SALARY SCHEDULE
EFFECTIVE: JULY 1, 2024
Attachment 7
MISCELLANEOUS STEP A STEP B STEP C STEP D STEP E
CITY OF YORBA LINDA
2024/25 SALARY SCHEDULE
EFFECTIVE: JULY 1, 2024
Library Clerk Typist II 3,757 3,945 4,142 4,350 4,567
Library Technician 4,273 4,487 4,711 4,947 5,194
Library Graphics Specialist 4,843 5,085 5,339 5,606 5,886 Library Page 2,947 3,094 3,249
Library Technology Specialist 6,898 7,243 7,606 7,986 8,385 Maintenance Contract Administrator 7,254 7,616 7,997 8,397 8,817 Maintenance Worker I 4,096 4,301 4,516 4,742 4,979
Maintenance Worker II 4,608 4,838 5,080 5,334 5,601
Maintenance Worker I (Equipment) 4,096 4,301 4,516 4,742 4,979 Maintenance Worker II (Equipment) 4,608 4,838 5,080 5,334 5,601 Management Assistant 5,347 5,614 5,895 6,190 6,499
Office Assistant I 3,416 3,586 3,766 3,954 4,152
Office Assistant II 3,757 3,945 4,142 4,350 4,567
Park Maintenance Supervisor 6,644 6,976 7,325 7,691 8,076 Payroll Technician 5,454 5,726 6,013 6,313 6,629
Plan Check Engineer 8,168 8,576 9,005 9,455 9,928
Plan Checker 7,227 7,589 7,968 8,367 8,785
Planning Aide 5,006 5,257 5,519 5,795 6,085
Public Works Inspector 6,166 6,475 6,799 7,138 7,495
Recreation Coordinator 5,554 5,832 6,124 6,430 6,751
Recreation Specialist 3,713 3,898 4,093 4,298 4,513
Recreation Supervisor 6,769 7,107 7,463 7,836 8,228
Senior Account Clerk 4,675 4,909 5,154 5,412 5,683
Senior Building Inspector 6,912 7,258 7,621 8,002 8,402 Senior Building Permit Technician 6,221 6,532 6,859 7,202 7,562 Senior Landscape Inspector 6,783 7,122 7,478 7,852 8,244 Senior Librarian 6,271 6,584 6,913 7,259 7,622
Senior Librarian Assistant 5,070 5,324 5,590 5,870 6,163 Senior Library Clerk 3,757 3,945 4,142 4,350 4,567
Senior Library Page 3,006 3,156 3,314
Senior Library Technician 4,614 4,845 5,087 5,341 5,608 Senior Office Assistant 4,133 4,340 4,557 4,785 5,024
Senior Office Assistant - CDBG 4,546 4,774 5,012 5,263 5,526 Senior Public Works Inspector 6,783 7,122 7,478 7,852 8,244 Steno Clerk 4,116 4,321 4,537 4,764 5,002
Supervising Librarian 6,271 6,584 6,913 7,259 7,622
Supervisor-Technical & Circulation Svcs. 6,898 7,243 7,606 7,986 8,385
Attachment 7
MID-MANAGEMENT STEP A STEP B STEP C STEP D STEP E
Adult Services Manager 6,271 6,584 6,913 7,259 7,622
Assessment District Manager 8,839 9,280 9,744 10,232 10,743 Assistant City Engineer 12,135 12,742 13,379 14,048 14,751 Assistant Library Director 9,590 10,069 10,573 11,101 11,656 Assistant to the City Manager 9,624 10,105 10,610 11,141 11,698 Borrower Services Manager* 7,519 7,895 8,290 8,705 9,140 Building Official 11,430 12,001 12,601 13,231 13,893
Children Services Manager 7,519 7,895 8,290 8,705 9,140 City Clerk 10,616 11,147 11,704 12,289 12,904
Communications Coordinator 5,811 6,102 6,407 6,728 7,064 Deputy Public Works Director/Assistant City Engineer 12,742 13,379 14,048 14,751 15,488 Executive Assistant 6,222 6,533 6,860 7,203 7,563
Financial Services Manager 10,775 11,313 11,879 12,473 13,097 Economic Development Manager 10,572 11,101 11,656 12,239 12,850 Human Resources Manager 10,775 11,313 11,879 12,473 13,097 Human Resources & Risk Manager 11,852 12,445 13,067 13,720 14,406 Information & Technology Services Manager 9,900 10,395 10,915 11,461 12,034 IT Manager 12,340 12,957 13,605 14,286 15,000
Management Analyst 6,934 7,280 7,644 8,026 8,428
Parks & Facilities Manager 8,665 9,098 9,553 10,031 10,533 Parks & Facilities Maintenance Superintendent 10,546 11,073 11,627 12,208 12,819 Parks & Recreation Superintendent 10,546 11,073 11,627 12,208 12,819 Principal Civil Engineer 10,612 11,143 11,700 12,285 12,899 Principal Management Analyst 9,624 10,105 10,610 11,141 11,698 Principal Planner 10,479 11,003 11,553 12,130 12,737
Planning Manager 10,948 11,496 12,070 12,674 13,308
Public Information Officer 9,520 9,996 10,496 11,020 11,571 Public Works Superintendent 11,073 11,627 12,208 12,819 13,459 Recreation Superintendent 9,900 10,395 10,915 11,461 12,034 Senior Civil Engineer 9,647 10,130 10,636 11,168 11,726 Senior Community Preservation Officer 7,884 8,278 8,692 9,126 9,583 Senior Management Analyst 7,564 7,942 8,339 8,756 9,194 Senior Planner 8,248 8,660 9,093 9,548 10,025
Traffic Engineering Manager 11,539 12,116 12,721 13,357 14,025
CITY OF YORBA LINDA
2024/25 SALARY SCHEDULE
EFFECTIVE: JULY 1, 2024
Attachment 7
MANAGEMENT STEP A STEP B STEP C STEP D STEP E
Administrative Services Director 13,013 13,663 14,346 15,064 15,817 Assistant City Manager 15,727 16,513 17,339 18,206 19,116 City Manager 1 24,101 --- --- --- ---
Community Development Director 14,117 14,823 15,564 16,342 17,159 Finance Director 14,261 14,974 15,722 16,509 17,334
Library Director 13,013 13,663 14,346 15,064 15,817
Parks and Recreation Director 13,517 14,193 14,903 15,648 16,430 Public Works Director/City Engineer 14,895 15,639 16,421 17,242 18,105 1 Contract salary effective July 1, 2023
CITY OF YORBA LINDA
2024/25 SALARY SCHEDULE
EFFECTIVE: JULY 1, 2024
PART-TIME STEP A STEP B STEP C STEP D STEP E
Account Clerk 23.97 25.17 26.42 27.75 29.13
Community Preservation Officer 32.61 34.24 35.95 37.75 39.64 Emergency Management Coordinator 45.25 47.51 49.89 52.38 55.00 Intern 20.00 21.00 22.05 23.15 24.31
IT Technician 35.17 36.93 38.78 40.72 42.75
Landscape Inspector 35.58 37.35 39.22 41.18 43.24
Librarian 31.52 33.10 34.75 36.49 38.31
Librarian Assistant 27.65 29.03 30.48 32.00 33.60
Library Clerk 19.71 20.69 21.73 22.81 23.95
Library Graphics Specialist 27.94 29.33 30.80 32.34 33.96 Library Page (PPT and PT) 17.00 17.85 18.74 --- ---
Library Technician 24.65 25.89 27.18 28.54 29.97
Maintenance Worker Trainee 16.00 --- --- --- ---
Management Assistant 30.85 32.39 34.01 35.71 37.50
Office Aide 16.00 16.80 17.64 --- ---
Office Assistant I 19.71 20.69 21.73 22.81 23.95
Office Assistant II 21.68 22.76 23.90 25.09 26.35
Office Clerk 16.00 --- --- --- ---
Recreation Aide 16.00 --- --- --- ---
Recreation Coordinator 32.04 33.65 35.33 37.09 38.95
Recreation Leader 17.00 17.85 18.74 19.68 20.66
Recreation Specialist 21.42 22.49 23.62 24.80 26.04
Senior Librarian Assistant 29.25 30.72 32.25 33.86 35.56 Senior Library Page 17.34 18.21 19.12 --- ---
Senior Office Assistant 23.84 25.04 26.29 27.60 28.98
Senior Recreation Leader 18.00 18.90 19.85 20.84 21.88
CITY OF YORBA LINDA
2024/25 SALARY SCHEDULE
EFFECTIVE: JANUARY 1, 2024
Attachment 8
RESOLUTION NO. 2024-5895
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
YORBA LINDA AMENDING YEAR TWO (FY 2024/25) OF
THE TWO-YEAR BUDGET FOR FY 2023/24 AND FY
2024/25 AND ADOPTING THE OPERATING AND CAPITAL
IMPROVEMENT BUDGET FOR FISCAL YEAR 2024/25
WHEREAS, the Finance Director prepared and submitted to the City Council a Operating Budget and Capital Improvement Budget for Fiscal Year 2023/24 and Fiscal Year 2024/25 on June 20, 2023; and
WHEREAS, State Law requires the appropriation of operating and capital project expenditures;
WHEREAS, amendments are being made to the FY 2024/25 Operating Budget and Capital Improvement Budget as part of the Mid-Term Budget process; WHEREAS, the Capital Improvement Budget was considered by the Yorba Linda Planning Commission at a regular meeting on May 29, 2024 and the Planning Commission has certified that the proposed 2024/25–2030/31 Capital Improvement Program (CIP) is in conformance with the Yorba Linda General Plan, as required by State Government Code Section Nos. 65103(C) and 65401; and
WHEREAS, the City Council certifies that the proposed Capital Improvement Program is exempt from the requirements of the California Environmental Quality Act (CEQA) under state CEQA Guidelines Section 15061(b)(3) in that it can be seen with certainty there is no possibility the proposed CIP will have a significant effect on the environment; and
WHEREAS, this program does not involve a “Major Amendment” to all or any part of the land use planning policy documents as specified in Section 18.01.020 of the Yorba Linda Municipal Code, and thus this program is exempt from the vote provisions of Chapter 18.01 of the Yorba Linda Municipal Code, also known as the “Yorba Linda Rightto-Vote Amendment.” NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Yorba Linda, California as follows:
The proposed Operating Budget and Capital Improvement Program Budget duly submitted and considered together with any supplemental revisions and amendments thereto, is hereby approved, adopted, and fixed as the budget of the City of Yorba Linda for the fiscal year commencing July 1, 2024, and ending June 30, 2025, in the amounts and for the funds, purposes, functions, departments and activities as set forth in said document which will be on file in the office of the City Clerk; and
RESOLUTION NO. 2024-5895 Attachment 8
PAGE NO. 2
That said adopted Operating Budget, including said supplemental revisions and amendments, shall be duly authenticated by the City Clerk, and the same shall be placed in the official files of the office of the Clerk of the City Council; and That the City Manager is hereby authorized to make budgetary revisions if, in his opinion, revisions are necessary or proper; and
That the City Manager is hereby authorized to transfer monies as he may determine necessary to the competent operation and control of the City business, except that no such transfer shall be made in contravention to the State Law, City Policy, or City Ordinance.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Yorba Linda, on the 4th day of June, 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
RESOLUTION NO. 2024-5895 Attachment 8
PAGE NO. 3
STATE OF CALIFORNIA )
ss. COUNTY OF ORANGE )
I, 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 of Yorba Linda held on the 4th day of June, 2024 and was carried by the following roll call vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
____________________________________
MARCIA BROWN, CITY CLERK
CITY OF YORBA LINDA