HomeMy WebLinkAbout06 APPROVE ENGINEER'S REPORT FOR TUSTIN LANDSCAPE & LIGHTING DIST FOR FY 2015-16 ASSESSMENTSAGENDA REPORT Revdweldm
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e
City Manager
Finance DirectorN/A
MEETING DATE: MAY 5, 2015
TO: JEFFREY C. PARKER, CITY MANAGER
FROM: DOUGLAS S. STACK, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJECT: APPROVE THE ENGINEER'S REPORT FOR THE TUSTIN LANDSCAPE AND
LIGHTING DISTRICT AND SET A PUBLIC HEARING TO CONSIDER LEVYING
FISCAL YEAR 2015-2016 ASSESSMENTS
SUMMARY
At the February 17, 2015 meeting, the City Council ordered the preparation of an Engineer's
Report for the Levy of Annual Assessments for the Tustin Landscape and Lighting District. The
Engineer's Report has now been completed and is ready for City Council approval. Additionally, it
is requested that the City Council declare its intention to levy annual assessments and set a public
hearing for June 2, 2015.
RECOMMENDATION
It is recommended that the City Council:
1. Adopt Resolution No. 15-20 approving the Engineer's Report for the Tustin Landscape and
Lighting District for Fiscal Year 2015-2016; and
2. Adopt Resolution No. 15-21 declaring its intention to levy annual assessments for Fiscal
Year 2015-2016 and setting a public hearing for June 2, 2015.
FISCAL IMPACT
A portion of the landscape maintenance and public street lighting expenses within the Tustin
Ranch area are typically recovered through the levy of the annual assessments for the District.
The proposed Fiscal Year 2015-2016 budget is $1,111,500 with proposed assessments of
$610,595. Included in the assessments is a charge of $10,098 to the City for parkland which will be
paid through the City's general fund operating budget. In order to meet the District's budget needs
at the conclusion of FY 2015-2016, the City must consider additional funding to cover a deficit
currently projected at $514,605 from the Reassessment District 95-1 (RAD 95-1) Construction
Fund (431) available balance. The Finance Department has projected the RAD 95-1 Construction
Fund balance at the end of FY 2014-2015 to be approximately $3,400,000.
Staff recently solicited proposals for landscape maintenance throughout the community. The
apparent low bid for this landscape maintenance services within the District is approximately
$376,500 higher than the current cost of the service, therefore increasing the overall District
budget.
Tustin Landscape and Lighting District
May 5, 2015
Page 2
BACKGROUND
The Tustin Landscape and Lighting District was formed in 1985 to fund the maintenance of
perimeter landscaping on the arterial highways and for the operation and maintenance of street
lighting on public streets within the Tustin Ranch area. Assessments for the benefiting properties
were first confirmed for Fiscal Year 1985-1986 and each fiscal year thereafter. As property
developed in the Tustin Ranch area, such development was required to annex to the District. The
District currently consists of 5,704 parcels encompassing 458.95 acres.
As a result of procedures required by the passage of Proposition 218 on the November 1996
Statewide ballot, which added Article XIID to the State Constitution, the City re -analyzed the
District regarding the special benefits associated with the improvements for each property in the
District, commencing with Fiscal Year 1997-1998. Notices and ballots to approve the assessment
including future adjustments based on increases in the Consumer Price Index (CPI) were mailed in
the spring of 1997 to all property owners in the District. Subsequently, at the conclusion of a public
hearing on July 7, 1997, the majority of returned ballots, weighted by assessed amount, approved
the annual assessments.
Assessment Districts AD 85-1 and AD 86-2 were formed in 1986 and 1988, respectively and
$132,050,000 bonds were issued to fund the design and construction of public improvements
including streets, traffic signals, drainage facilities, utility improvements, and landscaping. Streets
constructed within these Districts included, but were not limited to, Jamboree Road, Tustin Ranch
Road, Irvine Boulevard, Bryan Avenue, Portola Parkway and Pioneer Road.
On January 15, 1996, Re -Assessment District No. 95-1 (RAD 95-1) was formed by Resolution No.
96-8, thereby consolidating AD 85-1 and AD 86-2 within the City of Tustin into a single district and
authorizing the issuance of bonds to exonerate the previous bonds. Assessments levied under
RAD 95-1 cover the same public infrastructure improvements within the City of Tustin as the
previous Assessment Districts.
On November 17, 2009, the City Council declared that construction of all required improvements
was complete and, pursuant to Section 10427 of the California Streets and Highways Code, the
remaining funds in RAD 95-1 were surplus and, as such, the remaining funds could be utilized for
maintenance projects within the Tustin Landscape and Lighting District. These one-time funds
have been utilized to offset annual District deficits in Fiscal Years 2009-2010, 2010-2011, 2011-
2012, 2012-2013, 2013-2014 and are proposed to be utilized for 2014-2015. The Finance
Department has projected the RAD 95-1 Fund balance at the end of FY 2014-2015 to be
approximately $3,400,000.
DISCUSSION
Based on the results of the 1997 ballot proceedings, the base assessment rate for Fiscal Year
1997-1998 may be increased in subsequent years by no more than the increase in the CPI for all
urban consumers for the Los Angeles, Anaheim, and Riverside area. The percentage increase in
the CPI for calendar year 2014 is 0.7%. The District's budget for Fiscal Year 2015-2016 has been
increased per the maximum allowed by Proposition 218 to offset anticipated increases in operating
expenses.
Each year, the City estimates the cost to provide the street lighting and landscape maintenance
services within the District. Staff estimates the proposed FY 2015-2016 budget to be $1,111,500,
comprised of the following major components: arterial and collector street lighting; local residential
lighting; and parkway, slope and trail landscaping.
Tustin Landscape and Lighting District
May 5, 2015
Page 3
The resulting total costs to be assessed for lighting and landscape maintenance for Fiscal Year
2015-2016 are $84,417 and $526,178, respectively, for a total operating and maintenance
assessment of $610,595. This total cost is then divided among the parcels on a proportionate
share, based on a report prepared by consultant engineers. The precise method used to establish
each parcel's special benefit may vary according to land usage and benefit area, but similar
parcels with equal benefit from the District pay equal assessments.
There are 5,704 parcels within the District for Fiscal Year 2015-2016, which remains unchanged
from the previous fiscal year.
The District includes three separate benefit areas based upon the special benefits received.
• Benefit Area "A" Properties located in Benefit Area "A" pay only for Arterial and Collector
Street Lighting (ACLT).
• Benefit Area "B" Properties located in Benefit Area "B" pay for Arterial and Collector Street
Lighting, plus Parkway, Slope, and Trail Landscaping (ACLT + PSTL).
• Benefit Area "C" Properties located in Benefit Area "C" pay for Arterial and Collector Street
Lighting, plus Parkway, Slope, Trail Landscaping, plus Local Residential Street Lighting
(ACLT + PSTL + LRLT). Those parcels that pay for local residential street lighting are located
within the residential tracts that have public streets.
Typically, owners of single-family residential parcels in each area pay an equal share. The
proposed assessments to be paid by single family residential parcels in each of the following
benefit areas are:
• Benefit Area "A" (ACLT)........................................................$8.52 per year
• Benefit Area "B" (ACLT + PSTL).............................................$76.94 per year
• Benefit Area "C" (ACLT +PSLT + LRLT)................................. $106.86 per year
The Engineer's Report prepared by Harris & Associates has been filed with the City Clerk and
contains the following proposed levy of assessments for Fiscal Year 2015-2016 along with a
comparable listing to last year's assessment.
ASSESSMENT RATE SUMMARY BY LAND USE
FY 2014-15
FY 2015-16
BENEFITAREA
A
B
C
A
B
C
LAND USE
ACLT
ACLT+
ACLT+PSTL
ACLT
ACLT+
ACLT+PSTL+
PSTL
+LRLT
PSTL
LRLT
Single Family Res. ($/Dwelling Unit)
$68.03/DU
$106.12/DU
$76.94/DU
$106.86/DU
Multi -family Res. ($/Dwelling Unit)
$51.02/DU
$57.71/DU
Non -Residential ($/ac)
$408.18/ac
$461.64/ac
Non -Res - Tustin Market Place ($/ac)
$49.74/ac
$51.12/ac
Golf Course ($/ac)
$272.12/ac
$307.76/ac
Vacant and Parks ($/ac)
$136.06/ac
$153.88/ac
Tustin Landscape and Lighting District
May 5, 2015
Page 4
It is recommended that the City Council adopt the two attached resolutions. These resolutions
provide for the following:
• Resolution No. 15-20 approves the Engineer's Report for the Tustin Landscape and Lighting
District for Fiscal Year 2015-2016.
• Resolution No. 15-21 declares the City Council's intention to provide for an annual levy of
assessment for the Tustin Landscape and Lighting District to levy and collect assessments
pursuant to the Landscape and Lighting Act of 1972. Resolution No. 15-21 also sets the date,
time, and place for a public hearing concerning the annual levy of assessment for the District.
The hearing is proposed for Tuesday, June 2, 2015 at 7:00 p.m. in the City Council Chambers,
300 Centennial Way, Tustin, California.
S. tack, P.E. -
Df ublic Works/City Engineer
1. Resolution No. 15-20
2. Resolution No. 15-21
3, Engineer's Report for Tustin Landscape and Lighting District, Fiscal Year 2015-2016
S:\City Council Items\2015 Council Items\05-05-2015\Hpprove and Set Public Hearing TLLD\Set a Public Hearing for TL&LD 15-
16.docx
ATTACHMENT 1
Resolution No. 15-20
RESOLUTION NO. 15-20
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA
APPROVING THE ENGINEER'S REPORT FOR THE TUSTIN LANDSCAPE AND
LIGHTING DISTRICT LEVY OF ANNUAL ASSESSMENTS FOR FISCAL YEAR 2015-
2016
WHEREAS, by Resolution No. 15-07, the City Council initiated proceedings for the
2015-2016 Fiscal Year for the levy of annual assessments and ordered the Engineer to prepare
a report in accordance with Section 22565 of the State of California Streets and Highways Code
and Proposition 218; and
WHEREAS, pursuant to said Resolution, the Engineer has filed the report with the City
Clerk; and
WHEREAS, the City Clerk has submitted the report to the City Council and the City
Council now has reviewed and examined the report as so submitted.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Tustin that it
determines and orders as follows:
Section 1: That the report entitled "Engineer's Report for Tustin Landscape and Lighting District,
Fiscal Year 2015-2016" prepared by the Engineer, Harris & Associates, dated April 22, 2015,
including description of improvement, estimated costs and diagram, as filed with the City Clerk,
is hereby approved.
Section 2: A copy of this report shall remain on file in the office of the City Clerk.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin
held on the 5th day of May, 2015.
CHARLES E. PUCKETT,
Mayor
ATTEST:
JEFFREY C. PARKER
City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF TUSTIN )
I, Jeffrey C. Parker, City Clerk and ex -officio Clerk of the City Council of the City of Tustin,
California, do hereby certify that the whole number of the members of the City Council is five;
that the above and foregoing Resolution No. 15-20 was duly and regularly passed and adopted
at a regular meeting of the City Council held on the 5th day of May, 2015 by the following vote:
COUNCILMEMBER AYES:
COUNCILMEMBER NOES:
COUNCILMEMBER ABSTAINED:
COUNCILMEMBER ABSENT:
JEFFREY C. PARKER
City Clerk
ATTACHMENT 2
Resolution No. 15-21
RESOLUTION NO. 15-21
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA
DECLARING ITS INTENTION TO PROVIDE FOR AN ANNUAL LEVY OF
ASSESSMENT FOR FISCAL YEAR 2015-2016 FOR THE IMPROVEMENT,
MAINTENANCE AND SERVICING OF PUBLIC LANDSCAPING AND LIGHTING
FACILITIES IN THE TUSTIN RANCH AREA WITHIN THE BOUNDARIES OF THE
TUSTIN LANDSCAPE AND LIGHTING DISTRICT AND TO LEVY AND COLLECT
ASSESSMENTS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972
AND PROPOSITION 218 AND GIVING NOTICE THEREOF
WHEREAS, the City Council by Resolution No. 15-07 initiated proceedings for the
annual levy of assessments for the Tustin Landscape and Lighting District pursuant to the
provisions of the Landscaping and Lighting Act of 1972 (Part 2, Division 15 of the California
Streets and Highways Code) as amended and Proposition 218; and
WHEREAS, by said Resolution No. 15-07, the City Council ordered the City Engineer to
prepare a report pursuant to Section 22565 of said Code and Proposition 218, and
WHEREAS, the City Engineer did prepare and file such a report and it was approved by
the City Council on the 5th day of May 2015, with the passage and adoption of Resolution No.
15-20.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Tustin that it
determines and orders as follows:
Section 1: That the public interest and convenience require and it is the intention of the City
Council of the City of Tustin to order the annual levy of assessments for Fiscal Year 2015-2016
and to levy and collect said assessments pursuant to the provision of said Landscaping and
Lighting Act of 1972 (Part 2 of Division 15 of said Streets and Highways Code) as amended and
Proposition 218.
Section 2: That the improvements to be undertaken consist of the installation, maintenance,
servicing and operations of those certain public landscaping and lighting facilities located within
the Tustin Landscape and Lighting District. The Assessment District designated as Tustin
Landscape and Lighting District generally encompasses the portion of the City known as East
Tustin, being north of the 1-5 Freeway and east of Browning Avenue except the areas of all
public streets, avenues, lanes, alleys, and rights-of-way provided, however, notwithstanding
property owned by the railroad and public utility companies not used for public purposes shall
be included in the district and not be excluded pursuant to the aforesaid exceptions.
Section 3: That reference is hereby made to the Engineer's Report on file with the City Clerk
and open to inspection for a fully detailed description of the improvements, the boundaries of
the Assessment District and any areas therein, and the proposed assessments upon
assessable lots and parcels of land within the District.
Section 4: That said proposed maintenance, servicing and operation of landscaping and
lighting, in the opinion of the City Council of the City of Tustin will be to the benefit of the
property lying within the described boundaries of the Assessment District as said Assessment
District is described and defined in said Engineer's Report.
Section 5: Notice is hereby given that Tuesday, June 2, 2015, at the hour of 7:00 p.m. in the
Tustin City Council Chambers, 300 Centennial Way, Tustin, California 92780 is hereby fixed as
the time and place where all interested persons may appear before the City Council and be
heard concerning the annual levy of assessments of the District, and extent of the District, the
services to be performed, and the proposed assessment and all other matters relating thereto.
Protests must be in writing and must be filed with the City Clerk prior to the conclusion of the
hearing. Any such protest shall state all grounds of the objection and, if filed by the property
owner, shall contain a description sufficient to identify the property.
Section 6: The City Clerk shall cause notice of the hearing to be given by causing the
Resolution of Intention to be posted and published in the manner required by Part 2 of Division
15 of the Streets and Highways Code.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin
held on the 5th day of May, 2015.
CHARLES E.PUCKETT,
Mayor
ATTEST:
JEFFREY C. PARKER,
City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE )SS
CITY OF TUSTIN )
I, Jeffrey C. Parker, City Clerk and ex -officio Clerk of the City Council of the City of Tustin,
California, do hereby certify that the whole number of the members of the City Council is five;
that the above and foregoing Resolution No. 15-21 was duly and regularly passed and adopted
at a regular meeting of the City Council held on the 5th day of May, 2015 by the following vote:
COUNCILMEMBER AYES:
COUNCILMEMBER NOES:
COUNCILMEMBER ABSTAINED:
COUNCILMEMBER ABSENT:
JEFFREY C. PARKER,
City Clerk
ATTACHMENT 3
Engineer's Report for Tustin Landscape and Lighting District
Fiscal Year 2015-2016
Engineer's Report
for
Tustin
Landscape and Lighting
Fiscal Year 2015-16
Presented to the
City of Tustin
Orange County, California
April 29, 2015
District
City of Tustin — Landscape and Lighting District, FY 2015.16 April 29, 2015
Engineer's Report Page 1
ENGINEER'S REPORT
TUSTM
LANDSCAPE AND LIGHTING DISTRICT
The undersigned respectfully submit the enclosed report as directed by the City Council. The
undersigned certifies that he or she is a Professional Engineer, registered in the State of California.
pFESSI DATED: April 29, 2015
o Harris & Associates
N0. 661383°
t EXP. 6-30-15
�� V ,� ��� BY: Alison Bouley, P.E.
OF- C0001V No. C61383
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached, was filed in the office of the City Clerk on the day of
, 2015.
City of Tustin
Orange County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached, was approved and confirmed by the City Council of the City of Tustin, California, on the _
day of , 2015.
City of Tustin
Orange County, California
A
RPT -Final II and 1516. 2015-04-29. r02.docx
City Clerk,
ilii Harris & Associates,.
City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
Engineer's Report Page 2
TABLE OF CONTENTS
Submittal and Acknowledgments..................................................................................I
Introduction..
Report............................................................................................................................4
Part A - Plans and Specific
Part B - Estimate of Cost..
Part C - Assessment Roll.......................................................................................10
Part D - Method of Apportionment of Assessment...............................................11
Part E - Property Owner List.................................................................................20
Part F - Assessment Diagram
Appendix
Budget Detail / Maximum Assessment Rate Calculations
Budget & Assessment Comparison
Government Parcels
Landscape Maintenance Facilities Map
Assessment Diagram/Boundary Map
Land Use Map
Preliminary Assessment Roll (under separate cover)
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INTRODUCTION
HISTORY
The purpose of this report is to set forth findings and the engineering analysis to levy the assessments
in the Tustin Landscape and Lighting District for the 2015-16 fiscal year.
The District was formed on July 15, 1985 to install and maintain certain street lighting and
landscaping in the area bounded by Browning Avenue, Irvine Boulevard, Jamboree Road (formerly
Myford Road) and the I-5 Freeway within the City of Tustin. Assessments for the benefiting property
were confirmed for the first fiscal year, 1985-86, and each fiscal year thereafter. As property
developed in the Tustin Ranch area, such development was required to annex to the District. The
current boundary is shown on the Assessment Diagram/Boundary Map, which is included in the
Appendix.
As a result of the new procedures required by Proposition 218 (Prop. 218), which was approved on
the November 1996 Statewide ballot and added Article XIIID to the State Constitution, the City re-
analyzed the District regarding the special benefits associated with the improvements for each
property in the District, for the 1997-98 fiscal year. Notices and ballots to approve the Assessment,
including a Consumer Price Index (CPI) adjustment, were mailed to all property owners in the
District, and a majority of the returned Assessment ballots approved the Assessment, including
potential adjustments for increases in the CPI in future years.
IMPROVEMENTS
The District improvements consist solely of parkway landscaping, trail landscaping, slope
landscaping, arterial and collector street lighting, and local residential street lighting in public rights-
of-way and dedicated easements. The District does not install or maintain parks or median islands in
roadways.
SCOPE OF REPORT
This report covers the levy of annual assessments for the 2015-16 fiscal year, based on the
methodology adopted by the City Council in the 1997-98 fiscal year. The base assessment rate
which may be levied for each Equivalent Dwelling Unit (EDU) may be increased by the CPI for all
Urban Consumers for the Los Angeles, Anaheim, Riverside Area in any calendar year. The intent of
applying the annual CPI adjustment to the base assessment rate is to maintain the value of the
maintenance work, in relation to the increased cost of the maintenance. Therefore, the rates applied
in FY 1997-98 are equal to the maximum rates today, when you consider the increased cost of living.
In 1997, property owners within the District were noticed for and they approved, by assessment
ballot proceeding, potential adjustments in the rates based on the annual CPI. The CPI for Calendar
Year 2014 (December 2013 to December 2014) is 0.7%. Since the notice to property owners in 1997
included a potential CPI adjustment each subsequent year, and the property owners approved the
potential range of rates, it is not necessary to hold an assessment ballot proceeding any year in which
such an adjustment is made. For the calculation of the maximum assessment for each Fiscal Year,
please refer to the Appendix.
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CITY OF TUSTIN
FISCAL YEAR 2015-16
ENGINEER'S REPORT
PREPARED PURSUANT TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972
SECTION 22500 THROUGH 22679
OF THE CALIFORNIA STREETS AND HIGHWAYS CODE
AND ARTICLE XIIID OF THE
CALIFORNIA CONSTITUTION
Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California (the
1972 Act), Article XIIID of the California Constitution and in accordance with the Resolution of
Initiation adopted by the City Council of the City of Tustin, State of California, in connection with
the proceedings for:
TUSTIN
LANDSCAPE AND LIGHTING DISTRICT
hereinafter referred to as the "Assessment District" or "District", I, Alison Bouley, P.E., the
authorized representative of Harris & Associates, the duly appointed ENGINEER OF WORK,
submit herewith the "Report" consisting of six (6) parts as follows:
PART A
PLANS AND SPECIFICATIONS
Plans and specifications for the improvements are as set forth on the lists thereof, are on file in the
Office of the City Engineer and are incorporated herein by reference.
PART B
ESTIMATE OF COST
An estimate of the costs of the proposed improvements, including incidental costs and expenses in
connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Office
of the City Clerk and incorporated herein by reference.
PART C
ASSESSMENT ROLL
An assessment of the estimated cost of the improvements on each benefited lot or parcel of land
within the Assessment District is on file in the Office of the City Clerk and incorporated herein by
reference.
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PART D
METHOD OF APPORTIONMENT
The method of apportionment of assessments indicates the proposed assessment of the net amount of
the costs and expenses of the improvements to be assessed upon the several lots and parcels of land
within the Assessment District in proportion to the estimated special benefits to be received by such
lots and parcels.
PART E
PROPERTY OWNER LIST
A list of the names and addresses of the owners of real property within this Assessment District, as
shown on the last equalized roll of the Assessor of the County of Orange, is keyed to the records of
the Assessor of the County of Orange which are incorporated herein by reference.
PART F
ASSESSMENT DISTRICT DIAGRAM
The Diagram of the Assessment District Boundaries showing the exterior boundaries of the
Assessment District, the boundaries of any benefit areas within the Assessment District and the lines
and dimensions of each lot or parcel of land within the Assessment District is on file in the Office of
the City Engineer and is incorporated herein by reference.
The lines and dimensions of each lot or parcel within the Assessment District are those lines and
dimensions shown on the maps of the Assessor of the County of Orange for the fiscal year to which
this Report applies. The Assessor's maps and records are incorporated by reference herein and made
part of this Report.
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PART A
PLANS AND SPECIFICATIONS
The facilities, which have been constructed within the City of Tustin, and those which may be
subsequently constructed, will be serviced and maintained as generally described as follows:
DESCRIPTION OF IMPROVEMENTS
FOR THE CITY OF TUSTIN
LANDSCAPE AND LIGHTING DISTRICT
FISCAL YEAR 2015-16
The existing facilities to be maintained and serviced include street lighting and arterial landscaping
as described herein.
• LIGHTING
The street lighting system in the District consists of 760 lights. A summary by type and size
follows:
No. Size of Lumens
375 16,000
11 9,500
374 5,800
Type of Light
High Pressure Sodium Vapor
High Pressure Sodium Vapor
High Pressure Sodium Vapor
The area is built -out; therefore no additional street lights are anticipated.
• LANDSCAPING
The arterial landscaping includes parkway, slope and trail landscaping in the Tustin Ranch area,
specifically:
• the southerly side of Bryan Avenue between Browning Avenue and Tustin Ranch Road
• the northerly side of Bryan Avenue between Browning Avenue and Jamboree Road, excepting
that portion adjacent to the SCE substation
• the easterly side of Browning Avenue between the northerly corner of Tract No. 13094
(southerly of Bent Twig Lane) and El Camino Real, including area from APN 500-201-02 for
a future overcrossing, but excepting that portion adjacent to the SCE substation
• the westerly side of Tustin Ranch Road between the Santa Ana I-5 Freeway and Jamboree
Road, excepting that portion between the northerly boundary of Tract No. 16782 (-350 feet
northerly of Rawlings Way) and Portola Parkway.
• the easterly side of Tustin Ranch Road between Bryan Avenue and Jamboree Road, excepting
that portion adjacent to Heritage Park between Heritage Way and Kinsman Circle, that portion
adjacent to the Golf Course northerly and southerly of the main entrance, and that portion
adjacent to the Citrus Ranch Park site at Tustin Ranch Road and Portola Parkway
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• the southerly side of Irvine Boulevard between the westerly boundary of Tract No. 13053 and
the easterly boundary of Tract No. 13038 (±630 feet easterly of Myford Road)
• the northerly side of Irvine Boulevard between the westerly City limits and Jamboree Road
• the westerly side of Jamboree Road from Bryan Avenue northerly 1,100 feet to the northerly
boundary of Tract No. 13030
• the westerly side of Jamboree Road between Irvine Boulevard and the northerly City limits,
except that portion adjacent to the Tustin Sports Park
• the slopes on the westerly side of Jamboree Road between the northerly City limits and 600
feet southerly
• the slopes and parkways on the easterly side of Jamboree Road between the northerly City
limits and Tustin Ranch Road, including the slopes granted to the City by the Transportation
Corridor Agency per Instrument No. 1999048101 recorded January 22, 1999 (net acreage
increase of 4.11 acres)
• La Colina Drive, northerly and southerly sides, between Tustin Ranch Road and the westerly
City limits
• Portola Parkway, both northerly and southerly sides, between Jamboree Road and Tustin
Ranch Road
• Equestrian/Hiking Trail between Tustin Ranch Road/Portola Parkway and Peters Canyon
Regional Park
• Paseo for public access between Jamboree Road and Pioneer Road adjacent to Tract Numbers
14366 and 14576
The total landscaped area is approximately 51 acres. These areas are shown on the Landscape
Maintenance Facilities Map, in the Appendix.
The District will fund costs in connection with the District maintenance and servicing including, but
not limited to, personnel, electrical energy, water, materials, contracting services, and other expenses
necessary for the satisfactory operation of these facilities. Reference is made to Part "D" of this
report for a discussion of the Benefit Areas and the facilities associated with them which are serviced
and maintained. The facilities are described as follows:
Landscaping and Appurtenant Facilities
Facilities include but are not limited to: Landscaping, planting, shrubbery, trees, irrigation
systems, hardscapes, fixtures, sidewalk maintenance resulting from landscape growth and
appurtenant facilities, in public rights-of-way, parkways, and dedicated easements within the
boundaries of said Assessment District.
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Lightingand nd Appurtenant Facilities
Facilities include but are not limited to: Poles, fixtures, bulbs, conduits, conductors, equipment
including guys, anchors, posts and pedestals, metering devices and appurtenant facilities as
required to provide lighting in public rights-of-way and dedicated easements within the
boundaries of said Assessment District.
The public lighting system shall be maintained to provide adequate illumination. Electricity for
street lights shall be furnished by the Southern California Edison Company, and it shall be
adequate for the intended purpose. Rates for power shall be those authorized by the California
Public Utilities Commission.
Maintenance means the furnishing of services and materials for the ordinary and usual operation,
maintenance and servicing of the landscaping, public lighting facilities and appurtenant facilities,
including repair, removal or replacement of all or part of any of the landscaping, public lighting
facilities or appurtenant facilities; providing for the life, growth, health and beauty of the
landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease
or injury; the removal of trimmings, rubbish, debris and other solid waste.
Servicing means the furnishing of water for the irrigation of the landscaping and the maintenance of
any of the public lighting facilities or appurtenant facilities and the furnishing of electric energy for
the public lighting facilities, or for the lighting or operation of landscaping or appurtenant facilities.
The plans and specifications for the improvements, showing the general nature, location and the
extent of the improvements to be serviced and maintained, are on file in the office of the City
Engineer and are by reference herein made a part of this report.
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PART B
ESTIMATE OF COST
The City's budget for the maintenance and service costs, shown below, details the estimated costs
and fund balances for Fiscal Year 2015-16 as available at the time of preparation of this report. The
1972 Act provides that the total cost can be recovered in the assessment spread including incidental
expenses. This was not changed by Article X1IID of the California Constitution. The costs can
include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs
identified with the district proceedings.
FY 2015-16 BUDGET & ASSESSMENT
District
Less Projected
General
**Additional
Reserve
Admin.
Fund Balance
Benefit
City
Total to
Service Category
Budget
(50% Max.)
(*No. 6018)
6/30/2014
Contribution
Contribution
Asmt
Arterial and Collector Street Lighting
$105,160
$0
$1,296
SO
($33,079)
$0
$73,377
*Object No. 6220
Local Residential Lighting
$14,340
SO
$177
SO
$0
($3,477)
$11,040
*Object No. 6220
Parkway, Slope and Trail Landscaping
$992,000
SO
S12,227
SO
($79,944)
($398,105)
$526,178
*Object Nos. 6028, 6132, 6335, 6350
Totals
j $1,111,500
j $0
j 513,700
j $0
j ($113,023)
j ($401,582)
$610,595
Total to Assessment: $610,595
* For descriptions of the object numbers, refer to the'Budget Detail' table in the Appendix.
**Additional contribution required due to budget exceeding maximum allowable assessments.
Note: District Administration Costs are prorated based on the Budget Amounts and include Orange County's
charge of 0.3% of the assessment for placement and collection on the property tax roll.
The Reserves, District Administration and Projected Fund Balance items have been prorated based
on the budget amounts.
The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the District.
Funds raised by assessment shall be used only for the purpose as stated herein. The City will make
funds available to the District to ensure adequate cash flow, and will be reimbursed upon receipt of
assessments. Any balance or deficit remaining on July 1 must be carried over to the next fiscal year.
The 1972 Act allows a reserve for cash flow not to exceed 50% of the budget.
For a breakdown of the costs by Service Category and Benefit Area, please see `Benefit Areas" on
page 16 of this report.
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PART C
ASSESSMENT ROLL
The Assessment Roll is a listing of the proposed assessment and the amount of assessment for Fiscal
Year 2015-16 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Office,
and contained in the Assessment Roll on file in the office of the City Clerk of the City of Tustin,
which is incorporated herein by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Orange
and these records are, by reference, made part of this Report.
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PART D
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of street
lights, traffic signals and landscaping facilities.
Street and Highways Code Section 22573 requires that maintenance assessments be levied according
to benefit rather than according to assessed value. This section states:
The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among
all assessable lots or parcels in proportion to the estimated benefits to be received by
each such lot or parcel from the improvements.
The 1972 Act permits the designation of areas of benefit within any individual assessment district if
"by reason of variations in the nature, location, and extent of the improvements, the various areas
will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act
requires the levy of a true "assessment" rather than a "special tax."
In addition, Proposition 218 (Prop. 218), the "Right to Vote on Taxes Act" which was approved on
the November 1996 Statewide ballot and added Article XIIID to the California Constitution, requires
that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit
conferred on that parcel. Prop. 218 provides that only special benefits are assessable and the City
must separate the general benefits from the special benefits. Prop. 218 also requires that publicly
owned property which benefit from the improvements be assessed.
REASON FOR THE ASSESSMENT
The assessment is proposed to be levied to defray the costs of the maintenance and servicing of
landscaping, lighting and appurtenant facilities, including but not limited to, personnel, electrical
energy, utilities such as water, materials, contracting services, and other items necessary for the
satisfactory operation of these services.
EQUIVALENT DWELLING UNITS
Since the assessment will be levied against parcels of property as shown on the tax roll, the final charges
must be assigned by Assessor's Parcel Number. If assessments were to be spread just by parcel, not
considering land use or parcel size, a single family parcel would be paying the same as a 50 unit
apartment parcel or a large commercial establishment in a similar zone and this would not be equitable.
The single family residential lot has been selected as the basic unit for calculation of assessments and is
defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to calculate the
EDU's for other residential land uses and for non-residential parcels. Every land -use is converted to
EDU's: parcels containing apartments are converted to EDU's based on the number of dwelling units
on each parcel of land; commercial parcels are converted based on the lot size of each parcel of land.
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The EDU method is seen as the most appropriate and equitable method of spread for landscape and
lighting districts, as the benefit to each parcel from the improvements are apportioned as a function of
land -use type and size.
Single Family Residential (SFR). Parcels zoned for single family residential uses are assessed
I EDU per dwelling unit. Parcels designated as SFR land -use will be assessed I EDU per
dwelling unit, including vacant subdivided residential lots and vacant land zoned for single
family residential uses with a tentative or final tract map.
Multiple Family Residential. Multiple -residential (including condominiums) land use
equivalencies are determined based on the number of dwelling units on each parcel. Due to
population density and size of structure relative to the typical single family residence, each
dwelling unit defined as multi -family residential, including condominiums, would be 0.75 EDU.
The EDU's assigned to a multiple -residential parcel are calculated by multiplying the number of
dwelling units by the EDU factor of 0.75. This includes vacant multi -family residential parcels
zoned for multiple -residential uses with a tentative or final tract map.
Non -Residential. In converting non-residential properties to EDU's, the factor used is the City
of Tustin's typical standard single family residential lot area and the number of lots that could be
subdivided into an acre of land. All properties that are developed for non-residential uses are
therefore assigned 6 EDU's per acre. These include commercial, industrial, church, school and
other non-residential uses.
Vacant Parcels with No Development Designation. Vacant parcels with no development
designation or without a tentative or final map are assigned a reduced equivalency due to their
current lack of immediate development potential. Based upon the opinions of professional
appraisers appraising current market property values for real estate in Southern California, the
land value portion of a property typically ranges from 20 to 30 percent of the total value of the
property. In Tustin Ranch, the land value portion of a single family detached residence appears
to be typically one-third or higher of the total value based on the County Assessor's tax rolls.
Therefore, vacant parcels are assigned equivalency units at the rate of one-third of improved
property which is 6 EDU/acre x one-third = 2 EDU/acre. Park parcels are also considered as
vacant with no development potential, and are assessed at that rate.
Peters Canyon Regional Park is a large, natural, open space park with very few facilities, which
straddles the cities of Orange and Tustin and a portion of unincorporated county area. The park has
many access points around its perimeter and one is within the Tustin Ranch area. This park
receives a very small amount of benefit relative to its size, and it seems reasonable to compare it to
other existing parks within Tustin Ranch. At the time the district was formed, there were seven
developed parks, five public parks (Camino Real, Cedar Grove, Heritage, Laurel Glen, and the
Tustin Sports Park) and two private parks, with an average park size of 6.26 acres'. Therefore, 6.26
acres have been used to estimate the relative benefit Peters Canyon Regional Park receives.
Golf Course Property. Golf Course parcels are developed commercial property, but the
development is at a very low level. Therefore, golf course parcels are assessed at a rate between
developed and vacant land, at twice the rate of vacant parcels with no development designation,
which is 2.0 EDU/acre x 2 = 4.0 EDU/acre.
'As of FY 1997-98, when the District was approved by property owner ballot.
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Public Property. Article XIIID of the California Constitution requires that all benefiting public
properties be assessed for their fair share of the special benefit. Public property which is
designated for residential or non-residential purposes (such as schools and fire stations) will be
assessed the same as private property with the same designation. Public parks will be assessed
the same as vacant parcels with no development designation.
Exempt Property. Excepted from the assessment would be the areas of public streets, public
avenues, public lanes, public roads, public drives, public courts, public alleys, public drainage,
public easements and rights -of -ways, public greenbelts and parkways. Also excepted from
assessment would be utility rights-of-way, common areas (such as in condominium complexes),
landlocked parcels, unbuildable parcels vacated by the City, and parcels designated on Tract or
Parcel Maps for landscaping.
EQUIVALENT DWELLING UNIT (EDU) FORMULA
Land Use
Basic Unit
x
EDU Factor =
EDU Rates
Single Family Res. (SFR)
1 D.U.
x
1.00 =
1 EDU/DU
Multi -family Res. (including Condos)
1 D.U.
x
0.75 =
0.75 EDU/DU
Commercial/Industrial and other
Non -Residential (including Schools)
1 Acre
x
6.00 =
6.0 EDU/ac
Vacant (including Parks)
1 Acre
x
2.00 =
2.0 EDU/ac
Golf Courses
1 Acre
x
4.00 =
4.0 EDU/ac
BENEFIT ANALYSIS
STREET LIGHTING BENEFIT
Proper maintenance and servicing of the street lighting system benefits all properties within the
District by providing security, safety and community character and vitality as outlined below. Street
lights provide only incidental benefits to motorists traveling to, from or through the area.
SPECIAL BENEFITS OF STREET LIGHTING
Security and Safety Community Character and Vitality
• Mitigates crime • Promotes social interaction
• Alleviates the fear of crime • Promotes business and industry
• Enhances pedestrian safety • Contributes to a positive nighttime visual image
A large portion of the City of Tustin is within an Ad Valorem Lighting Maintenance District and is
paying for the operation and maintenance of street lights in a similar manner. The area of the District
was not a part of this Ad Valorem Maintenance District. Therefore, to fund the public street lights in
the developing area, in 1985 the City established the 1972 Landscape and Lighting District. Those
properties that are adjacent to private streets pay for their local private street lights through their
Home Owners Association fees.
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Arterial and Collector Lighting. Street lighting on the arterial and collector streets provides
special and direct benefits to all properties within the District, as these lighting benefits are
directly related to the positive enhancement of the Community and therefore increase property
desirability and quality of life. All properties within the District receive a special benefit from
lighting on the arterials and collectors.
The portion of the arterial lighting above what is required to illuminate a typical residential
neighborhood is for vehicular traffic and is a general benefit. The typical local light is 5,800
lumens whereas the arterial light is 16,000 lumens, therefore 63.75% of the arterial light cost is
general benefit.
Lighting at intersections, which is defined as safety lighting, is considered to be the minimum
lighting requirement for vehicular safety; therefore, safety lighting represents the general benefit
portion of street lighting and is not assessed. Traffic Signals are also considered to provide a
general benefit and are not assessed.
Street lights which are not adjacent to the development in the District are deemed not to benefit
the area. Street lights on the east side of Jamboree Road, north of the I-5 Freeway, which provide
benefit to the property on the east side of Jamboree, are not included in this District and the costs
will not be assessed.
The following table shows the number of parcels, dwellings, acres and EDUs for each land use
type that receive this benefit.
*assessor adjusted acreage due to lot consolidations
Local Residential Lighting. Many of the residential units in the District have private street
lighting systems directly adjacent to their homes. This lighting is usually provided by a Home
Owners Association, and payment for the lights are usually made through association dues or
assessments. Parcels that have local residential street lighting provided by the City receive
special and direct local lighting benefit and are assessed for those local lights. There are eighty-
seven local residential 5,800 lumen lights and four 9,500 lumen lights. The cost for these lights
is assessed only to these benefiting parcels.
The following table shows the number of parcels, dwellings and EDUs that receive this benefit.
There were no changes from the previous fiscal year.
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Arterial & Collector Lighting Benefit
FY 2014-15
FY 2015-16
By Land Use
Parcels
Dwellings Acres
EDU's
Parcels Dwellings
Acres
EDU's
Single Family Res.
2,626
2,626
2,626.000
2,626 2,626
2,626.000
Multi -family Res.
2,974
5,100
3,825.000
2,974 5,100
3,825.000
Non -Residential
60
184.979
1,109.874
60
186.251
1,117.506
Schools
10
48.573
291.438
10
48.573
291.438
Vacant
0
0.000
0.000
0
0.000
0.000
Parks
22
72.135
144.270
22
72.135
144.270
Golf Course
1 12
151.991
607.9641
12
151.991
607.964
Total
I 5 704
7,726 457.678
8,604.5461
5,704 7,726
458.950
8,612.1781
*assessor adjusted acreage due to lot consolidations
Local Residential Lighting. Many of the residential units in the District have private street
lighting systems directly adjacent to their homes. This lighting is usually provided by a Home
Owners Association, and payment for the lights are usually made through association dues or
assessments. Parcels that have local residential street lighting provided by the City receive
special and direct local lighting benefit and are assessed for those local lights. There are eighty-
seven local residential 5,800 lumen lights and four 9,500 lumen lights. The cost for these lights
is assessed only to these benefiting parcels.
The following table shows the number of parcels, dwellings and EDUs that receive this benefit.
There were no changes from the previous fiscal year.
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City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
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Local Residential Lighting Benefit
By Land Use Parcels Dwellings EDU's
Single Family Residential 369 369 369.000
369 369 369.000
LANDSCAPING BENEFIT
Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification,
shade and enhancement of the desirability of the surroundings, and therefore increase property value.
In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated:
...there is no lack of opinion, based on general principals and experience and common
sense, that parkways do in fact add value to property, even though the amount cannot
be determined exactly.... Indeed, in most cases where public money has been spent for
parkways the assumption has been definitely made that the proposed parkway will
show a provable financial profit to the City. It has been believed that the establishment
of parkways causes a rise in real estate values throughout the City, or in parts of the
City,...
It should be noted that the definition of "parkways" above may include the roadway as well as the
landscaping along side the roadway.
Landscaping along recreational trails and greenbelts, if well maintained, provide beautification and
enhancement of the desirability of the surroundings, and therefore increase property value.
In Greenways for America by Charles E. Little, it is stated:
... [real estate] agents routinely advertise properties as being on or near the
trail.... property near but not immediately adjacent to the Burke -Gilman Trail is
significantly easier to sell and, according to real estate agents, sells for an average of
6 percent more as a result of its proximity to the trail. Property immediately adjacent
to the trail, however, is only slightly easier to sell .... trails are an amenity that helps
sell homes, increase property values and improve the quality of life.
Additionally, the National Recreation and Park Association, in June 1985, stated:
The recreation value is realized as a rise in the value of land and other property in or
near the recreation area, and is of public interest to the taxpayers, who have a stake in
a maximum of total assessed values.
The District enjoys a higher level of landscaping and streetscaping in their parkways and slopes than
the rest of the City of Tustin. The City provides funding for the landscaped medians in the area, so
these costs are not assessed. Additionally, a pedestrian and equestrian trail, linked with the regional
trail system, is landscaped and beautified by the District. The landscape improvements along the
arterial and collector streets, in the parkways and slopes, and the regional trail enhance the beauty of
the area and benefit all parcels in the community.
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Excepted from this landscaping benefit are the Tustin Marketplace, Tustin Annex, and the Tustin
Auto Center, which provide their own landscaping adjacent to their properties at an even higher level
than the rest of the District. Landscaping along roadways provides only incidental benefits to
motorists traveling to, from or through the area.
Slopes along the easterly side of Jamboree Road are considered general benefit and reflect 8.1% of
the total landscaping maintained in the district (4.11 AC/51 AC).
The following table shows the number of parcels, dwellings, acres and EDUs for each land use type
that receive this benefit.
BENEFIT AREAS
There are three benefit areas within the District:
Benefit Area A - parcels that receive only Arterial and Collector Street Light benefit.
Benefit Area B - parcels that receive Arterial and Collector Street Light benefit and Parkway,
Slope, and Trail Landscaping benefit.
Benefit Area C - parcels that receive Arterial and Collector Street Light benefit, Parkway,
Slope, and Trail Landscaping benefit, and Local Residential Lighting benefit.
The following tables provide a summary of parcels, dwellings, acres, EDU's and Costs by Benefit
Area for the District. The Service Category Costs are based on the EDU's and rates for each benefit
area.
Landscaped Parkway, Slope & Trail Benefit
FY 2015-16
FY 2014-15
Parcels
Dwellings
FY 2015-16
EDU's
By Land Use
Parcels
Dwellings Acres
EDU's
Parcels
Dwellings
Acres
EDU's
Single Family Res.
2,626
2,626
2,626.000
2,626
2,626
305.323
2,626.000
Multi -family Res.
2,974
5,100
3,825.000
2,974
5,100
0.000
3,825.000
Non -Residential
19
32.624
195.744
19
0
32.624
195.744
Schools
10
48.573
291.438
10
0
48.573
291.438
Vacant
0
0.000
0.000
0
0
0.000
0.000
Parks
22
72.135
144.270
22
0
72.135
144.270
Golf Course
12
151.991
607.964
12
0
151.991
607.964
Total
5,663
7,726 305.323
7,690.416
1 5,663
7,726
305.323
7,690.416
BENEFIT AREAS
There are three benefit areas within the District:
Benefit Area A - parcels that receive only Arterial and Collector Street Light benefit.
Benefit Area B - parcels that receive Arterial and Collector Street Light benefit and Parkway,
Slope, and Trail Landscaping benefit.
Benefit Area C - parcels that receive Arterial and Collector Street Light benefit, Parkway,
Slope, and Trail Landscaping benefit, and Local Residential Lighting benefit.
The following tables provide a summary of parcels, dwellings, acres, EDU's and Costs by Benefit
Area for the District. The Service Category Costs are based on the EDU's and rates for each benefit
area.
*assessor adjusted acreage due to lot consolidations
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FY 2014-15
FY 2015-16
By Benefit Area
Parcels
Dwellings
Acres
EDU's
Parcels
Dwellings Acres
EDU's
A
41
--
152.355
914.130
41
-- 153.627 *
921.762
B
5,294
7,357
305.323
7,321.416
5,294
7,357 305.323
7,321.416
C
369
369
0.000
369.000
369
369 0.000
369.000
Total:
r 5,704
7,726
457.678
8,604.546
5,704
7,726 458.950
8,612.1781
*assessor adjusted acreage due to lot consolidations
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City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
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Service Category Costs by Benefit Area
FY 2014-15
FY 2015-16
Benefit
Area
Arterial &
Collector
Street Lights
Local
Residential
Lighting
Parkway,
Slope & Trail
Landscaping
Total to
Assessment
Arterial &
Collector
Street Lights
Local
Residential
Lighting
Parkway,
Slope & Trail
Landscaping
Total to
Assessment
A
$7,578
$7,578
$7,853
$7,853
B
$60,695
$437,408
$498,103
$62,380
$500,931
$563,311
C
$3,059
$14,057
$22,044
$39,160
$3,144
$11,040
$25,247
$39,431
Totals
$71,332
$14,057
$459,452
$544,841
$73,377
$11,040
$526,178
$610,595
Note: FY 2015-16 totals may differ from the budgeted totals for each category due to rounding of
the assessments.
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ASSESSMENT RATE SUMMARY
The tables below summarize the assessment amounts per EDU for each Benefit Area.
Service Category and Benefit Area FY 2015-16
ASSESSMENT RATE SUMMARY
ACLT - Arterial & Collector Lighting $8.52 / EDU
FY 2014-15
FY 2015-16
LRLT - Local Residential Lighting $29.92 / EDU
Actual
Asmt Rates
Max. Asmt Rates
(incl. CPI)*
Actual
Asmt Rates
Total
Asmt
PSTL - Pkwy, Slope & Trail Landscape $68.42 / EDU
Benefit Area A (ACLT)
$8.29 / EDU
$12.07 / EDU
$8.52 / EDU
$7,853
Benefit Area B (ACLT + PSTL)
$68.03 / EDU
$76.94 / EDU
$76.94 / EDU
$563,311
Benefit Area C (ACLT + PSTL + LRLT)
$106.12 / EDU
1 $106.86 / EDU
1 $106.86 / EDU
$39,431
$610,595
* See "Maximum Assessment Rate Calculations" in the Appendix for details on the calculation of the Max. Assessment Rates
The base assessment rate which may be levied for each Equivalent Dwelling Unit (EDU) may be
increased by the annual change in CPI for all Urban Consumers for the Los Angeles, Anaheim,
Riverside Area in any calendar year by City Council approval each year. The CPI change for
Calendar Year 2014 (December 2013 to December 2014) is 0.7%.
As discussed previously, each benefit area assessment rate is a combination of the service category
cost per EDU. The maximum assessment rates per benefit area are fixed rates that increase based on
CPI. The proposed assessed rates for each Benefit Area equal the maximum allowable rates.
The proposed assessment rates by land use category for each Benefit Area are shown below.
ASSESSMENT RATE SUMMARY BY LAND
USE
FY 2014-15
FY 2015-16
BENEFIT AREA:
A
B
C
A
B
C
ACLT +
ACLT + PSTL
ACLT +
ACLT + PSTL
LAND USE
ACLT
PSTL
+ LRLT
ACLT
PSTL
+ LRLT
Single Family Res. ($/Dwelling Unit)
$68.03 / DU
$106.12 / DU
$76.94 / DU
$106.86 / DU
Multi -family Res. ($/Dwelling Unit)
$51.02 / DU
$57.71 / DU
Non -Residential ($/ac)
$408.18 / ac
$461.64 / ac
Non -Res - Tustin Market Place ($/ac)
$49.74 / ac
$51.12 / ac
Golf Course ($/ac)
$272.12 / ac
$307.76 / ac
Vacant and Parks ($/ac)
$136.06 / ac
$153.88 / ac
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Engineer's Report
April 29, 2015
Page 19
I, Alison Bouley, P.E. the authorized representative of Harris & Associates, the duly appointed
Assessment Engineer, am of the opinion that the assessments have been apportioned in accordance
with the estimated special benefit derived by each parcel and that the assessments do not exceed the
reasonable cost of the proportional special benefit, per the assessment apportionment methodology
approved by the City Council and the property owners within the assessment district via a property
owner balloting proceeding in 1997 per the provisions of Article XIIID of the California Constitution.
DATED: April 29, 2015
ffl
NO. C61383
* EXP. 6-30-15 1
cln- �'t`���
C W01
Harris & Associates
By: a,",
Alison Bouley, P.E.
ASSESSMENT ENGINEER
R.C.E. No. C61383
RPT -Final Ilmd1516. 2015-04-29.r02.docx Harris & Associates..
City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
Engineer's Report Page 20
PART E
PROPERTY OWNERS LIST
The property owner list with the names and addresses of each property owner of each lot or parcel, as
shown on the Assessment Diagram referenced in Part F herein, is the list of property owners within
the District boundaries as shown on the last equalized roll of the Assessor of the County of Orange
and is, by reference, made part of this report.
PART F
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is on file in the office of the City Clerk. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County of Orange, for the year when this Report was prepared, and are
incorporated by reference herein and made part of this Report.
RPT -Final II and 1516. 2015-04-29. r02.docx
ii Harris &Associates.
City of Tustin — Landscape and Lighting District, FY 2015-16 April 29, 2015
Engineer's Report Appendix
Appendix
RPT -Final IImd1516. 2015-04-29.r02.docx Harris & Associates..
City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
Engineer's Report Appendix
BUDGET DETAIL
FY 2015-16
DISTRICT ANALYSIS WORKSHEET
Object No.
Description
City's
Budget ($)
District
Estimate of
Costs ($)
Comments
6018
Architect/Eng Services
13,700
13,700
Annual Engineer's Report - Dist. Admin.;
County charge of 0.3% for placement on
property tax bills
6028
Landscape Maintenance
740,000
740,000
Contract - Turf & groundcover maint.
6132
Tree Trimming Contract
132,000
132,000
Contract - approx. 1,500 trees/yr
6220
Street Light Energy
119,500
105,160
14,340
Street lights - Arterial & Collector
Street lights - Local
6335
Electric
15,000
15,000
For irrigation equipment
6350
Water
105,000
105,000
IRWD service areas
DISTRICT TOTAL
1,125,200
1,125,200
FY 2006-2007
Maximum Assessment Rate Calculations
by Consumer Price Index (CPI) increases
FY 2015-16 CPI WORKSHEET
Base Year
Benefit Area A
Max Actual
CPI Rate ($) Rate ($)
FY 1997-1998
Max
Rate ($)
7.91
7.91
FY 1998-1999
1.2%
8.00
7.87
FY 1999-2000
2.2%
8.18
8.04
FY 2000-2001
2.8%
8.41
8.04
FY 2001-2002
3.7%
8.72
8.40
FY 2002-2003
2.1%
8.90
8.90
FY 2003-2004
3.7%
9.23
9.23
FY 2004-2005
1.8%
9.40
9.40
FY 2005-2006
4.4%
9.81
9.81
FY 2006-2007
4.5%
10.25
10.25
FY 2007-2008
3.3%
10.59
9.79
FY 2008-2009
4.2%
11.03
10.82
FY 2009-2010
0.1%
11.041
11.04
FY 2010-2011
1.8%
11.24
11.24
FY 2011-2012
1.3%
11.39
11.39
FY 2012-2013
2.2%
11.64
8.29
FY 2013-2014
1.9%
11.86
8.29
FY 2014-2015
1.1%
11.99
8.29
FY 2015-2016
0.7%
1 12.071
8.52
RPT -Final II and 1516. 2015-04-29. r02.docx
Benefit Area C
Benefit Area B
CPI
Max
Rate ($)
Actual
Rate ($)
69.96
50.38
50.38
1.2%
50.98
50.98
2.2%
52.10
52.10
2.8%
53.56
52.10
3.7%
55.54
55.54
2.1%
56.71
56.71
3.7%
58.81
58.81
1.8%
59.87
59.87
4.4%
62.50
62.50
4.5%
65.31
65.31
3.3%
67.47
67.47
4.2%
70.30
70.30
0.1%
70.37
70.37
1.8%
71.64
71.64
1.3%
72.57
72.57
2.2%
74.17
64.89
1.9%
75.581
68.03
1.1%
76.411
68.03
0.7%
76.94
76.94
Benefit Area C
CPI
Max
Rate ($)
Actual
Rate ($)
69.96
69.96
1.2%
70.80
70.27
2.2%
72.36
71.82
2.8%
74.39
71.82
3.7%
77.14
76.38
2.1%
78.76
78.76
3.7%
81.67
81.67
1.8%
83.14
83.14
4.4%
86.80
86.80
4.5%
90.71
90.71
3.3%
93.70
93.70
4.2%
97.64
97.18
0.1%
97.74
97.74
1.8%
99.50
99.50
1.3%
100.79
100.79
2.2%
103.01
103.01
1.9%
104.97
106.12
1.1%
106.12
106.12
0.7%
106.86
106.86
iii Harris & Associates.
City of Tustin - Landscape and Lighting District, FY 2015-16 April 29, 2015
Engineer's Report Appendix
Budget & Assessment Comparison
FY 2015-16 Budget & Assessment
FY 2015-16 BUDGET & ASSESSMENT
District
District
Less Projected
General
**Additional
Reserve
Reserve
Admin.
Fund Balance
Benefit
City
Total to
Service Category
Budget
(50% Max.)
(*No. 6018)
6/30/2014
Contribution
Contribution
Asmt
Arterial and Collector Street Lighting
$105,160
$0
$1,296
$0
($33,079)
$0
$73,377
*Object No. 6220
Local Residential Lighting
Local Residential Lighting
$14,340
$0
$177
$0
$0
($3,477)
$11,040
*Object No. 6220
Parkway, Slope and Trail Landscaping
Parkway, Slope and Trail Landscaping
$992,000
$0
$12,227
$0
($79,944)
($398,105)
$526,178
*Object Nos. 6028, 6132, 6335, 6350
Totals
Totals
$1,111,500
$0
$13,700
$0
($113,023)
($401,582)
$610,595
Total to Assessment: $610,595
* For descriptions of the object numbers, refer to the 'Budget Detail' table in the Appendix.
**Additional contribution required due to budget exceeding maximum allowable assessments.
FY 2014-15 Budget & Assessment
(from previous Engineer's Report)
Total to Assessment: $544,841
* For descriptions of the object numbers, refer to the'Budget Detail' table in the Appendix.
**Additional contribution required due to budget exceeding maximum allowable assessments.
Lighting and Landscape District Fund Balance Projection
Landscape and Lighting District Fund Balance Projection
Beginning Fund Balance, 7/01/2014 $0 per Mid Year Budget
Projected Expenditures, FY 2014-15
Projected Revenues, FY 2014-15
Projected Contribution to make budget whole
$748,700 per Mid Year Budget Projections
$545,000 Projected annual Assessment District Revenues
$203,700 Projected contribution from RAD 95-1 Construction Fund
Projected Ending Fund Balance, 6/30/2015 $0
RPT -Final Ilmd1516. 2015-04-29.rO2.docx Harris & Associates.
District
Less Projected
General
**Additional
Reserve
Admin.
Fund Balance
Benefit
City
Total to
Service Category
Budget
(50% Max.)
(*No. 6018)
6/30/2013
Contribution
Contribution
Asmt
Arterial and Collector Street Lighting
$101,200
$79
$1,886
$0
($31,833)
$0
$71,332
*Object No. 6220
Local Residential Lighting
$13,800
$0
$257
SO
$0
$0
$14,057
*Object No. 6220
Parkway, Slope and Trail Landscaping
$620,000
$0
S11,556
SO
($49,965)
($122,139)
$459,452
*Object Nos. 6028, 6132, 6335, 6350
Totals
1 $735,000
1 $79
1 $13,699
1 $0
1 ($81,798)
1 ($122,139)
1 $544,841
Total to Assessment: $544,841
* For descriptions of the object numbers, refer to the'Budget Detail' table in the Appendix.
**Additional contribution required due to budget exceeding maximum allowable assessments.
Lighting and Landscape District Fund Balance Projection
Landscape and Lighting District Fund Balance Projection
Beginning Fund Balance, 7/01/2014 $0 per Mid Year Budget
Projected Expenditures, FY 2014-15
Projected Revenues, FY 2014-15
Projected Contribution to make budget whole
$748,700 per Mid Year Budget Projections
$545,000 Projected annual Assessment District Revenues
$203,700 Projected contribution from RAD 95-1 Construction Fund
Projected Ending Fund Balance, 6/30/2015 $0
RPT -Final Ilmd1516. 2015-04-29.rO2.docx Harris & Associates.
CITY OF TUSTIN
LLMD - FY 2015-16
GOVERNMENT PARCELS
APN
BENEFIT
AREA
CURRENT
LANDUSE
ACRES DU'S
FY 2014-15
ASSESSMENT
FY 2015-16
ASSESSMENT
10429026
B
PRK
6.260
$851.73
$963.29
50020301
B
PRK
4.251
$578.39
$654.15
50022107
B
PRK
3.600
$489.82
$553.96
50022110
B
PRK
1.358
$184.77
$208.97
50023302
B
PRK
3.008
$409.27
$462.87
50109501
B
PRK
15.275
$2,078.32
$2,350.52
50109508
B
PRK
1.260
$171.43
$193.89
50109509
B
PRK
0.380
$51.70
$58.48
50111201
B
SCH
5.810
$2,371.53
$2,682.13
50111205
B
PRK
1.800
$244.90
$276.98
50111206
B
PRK
1.660
$225.86
$255.44
50111207
B
PRK
0.240
$32.66
$36.93
50111208
B
PRK
14.230
$1,936.13
$2,189.71
50111212
B
PRK
0.463
$63.00
$71.25
50111213
B
SCH
1.297
$529.41
$598.74
50111214
B
PRK
1.210
$164.63
$186.20
50111215
B
SCH
0.790
$322.46
$364.69
50111216
B
PRK
0.450
$61.23
$69.25
50111217
B
SCH
2.080
$849.02
$960.21
50128135
B
SCH
9.901
$4,041.39
$4,570.70
50245124
B
SCH
3.110
$1,269.44
$1,435.70
50245125
B
PRK
2.070
$281.64
$318.53
50245127
B
PRK
2.230
$303.41
$343.15
50245128
B
SCH
5.070
$2,069.47
$2,340.52
50245129
B
SCH
1.080
$440.84
$498.57
50245130
B
PRK
1.530
$208.17
$235.44
50245131
B
PRK
3.880
$527.91
$597.06
govt pcls 2015-04-22.r02.xls
OWNER
COUNTY OF ORANGE
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
SCHOOL, TUSTIN UNIFIED
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
CITY OF TUSTIN
SCHOOL, TUSTIN UNIFIED
CITY OF TUSTIN
SCHOOL, TUSTIN UNIFIED
CITY OF TUSTIN
SCHOOL, TUSTIN UNIFIED
SCHOOL, TUSTIN UNIFIED
TUSTIN UNIFIED SCHOOL
CITY OF TUSTIN
CITY OF TUSTIN
TUSTIN UNIFIED SCHOOL
TUSTIN UNIFIED SCHOOL
CITY OF TUSTIN
CITY OF TUSTIN
4/22/2015
PAGE 1
COMMENTS
PETERS CANYON PARK
CAMINO REAL PARK
HERITAGE PARK
HERITAGE PARK
LAUREL GLEN PARK
CITRUS RANCH PARK
CITRUS RANCH PARK
CITRUS RANCH PARK
TUSTIN RANCH ELEM. SCHOOL
TUSTIN SPORTS PARK
TUSTIN SPORTS PARK
TUSTIN SPORTS PARK
TUSTIN SPORTS PARK
TUSTIN SPORTS PARK
TUSTIN RANCH ELEM. SCHOOL
TUSTIN SPORTS PARK
TUSTIN RANCH ELEM. SCHOOL
TUSTIN SPORTS PARK
TUSTIN RANCH ELEM. SCHOOL
LADERA ELEMENTARY SCHOOL
PETERS CANYON ELEM. SCHOOL
CEDAR GROVE PARK
CEDAR GROVE PARK
PETERS CANYON ELEM. SCHOOL
PETERS CANYON ELEM. SCHOOL
CEDAR GROVE PARK
CEDAR GROVE PARK
CITY OF TUSTIN
LLMD - FY 2015-16
GOVERNMENT PARCELS
APN
BENEFIT
AREA
CURRENT
LANDUSE
ACRES DU'S
FY 2014-15
ASSESSMENT
FY 2015-16
ASSESSMENT
50245132
B
SCH
1.100
$448.99
$507.80
50245313
B
C/I
1.250
$510.23
$577.05
50252107
B
SCH
18.335
$7,483.98
$8,464.17
52502203
B
PRK
2.980
$405.46
$458.56
govt pcls 2015-04-22.r02.xls
OWNER
TUSTIN UNIFIED SCHOOL
CITY OF TUSTIN
SCHOOL, TUSTIN UNIFIED
CITY OF TUSTIN
4/22/2015
PAGE 2
COMMENTS
PETERS CANYON ELEM. SCHOOL
FIRE STATION
PIONEER MIDDLE SCHOOL
PIONEER ROAD PARK
CrTY OF TUS nN
LANDSCAPE AND LIGHTING DISTRICT
ASSESSMENT DIAGRAM
FOR THE
2015-16 FISCAL YEAR
LANDSCAPE MAINTENANCE FACILITIES MAP
__LEGEND_
---. LANOS E umNEEWNCE
SLOPE WINTENPNCE
Harris & Associates.
22 E•ealire Park, Wh 200 -Irvine, CA 92634
PHONE; (949) 655 -3900 -FAX: (949) 655-3995
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CfTY OF TUS1114
LANDSCAPE AND LIGHTING DISTRICT
ASSESSMENT DIAGRAM
FOR THE
2015-16 FISCAL YEAR
ASSESSMENT DIAGRAM/BOUNDARY MAP
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Harris & Associates.
22 N.0 - hM1, SO. 200 — Mn, CA 92614
PHONE (949) 655-3900• FM (949) 655-5995
CfTY OF TU"N
LANDSCAPE AND LIGHTING DISTRICT
ASSESSMENT DIAGRAM
FOR THE
2015-16 FISCAL YEAR
LAND USE MAP
-LfBEND_
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Hams & Associates.
22 U+ ullve Pah, SWb 200 - lrvi CA 92614
PHONE: (945) 655-3900. FAX: (949) 655-3995