Item 1.12 - Lighting District for FY 2017/2018 and Set Date for Public HearingC`� l OF PO��y
4a� yF o THE G
City of Poway
COUNCIL AGENDA REPORT
DATE:
TO:
FROM:
CONTACT:
May 16, 2017
APPROVED
APPROVED AS AMENDED
(SEE MINUTES)
DENIED
REMOVED
CONTINUED
a
Resolution No. 11--07-0
Honorable Mayor and Members of the City Council
Michael Obermiller, P.E., Director of Public Works'`
Eric Heidemann, Assistant Director of Public Works for, A
Maintenance Operations
eheidemann@poway.org
SUBJECT: Engineer's Report and Resolution Declaring the Intention to
Levy and Collect Assessments Within Poway Lighting
District for Fiscal Year 2017/2018 and Set Date for Public
Hearing
Summary:
Maintenance of public lighting improvements within the City of Poway Lighting District
requires funding. These improvements include all street lighting facilities within the
City's boundaries, including, but not limited to street lights, traffic signals, lighted street
signs, and flashing beacons.
The California Landscape and Lighting Act of 1972 (ACT) and its amendments
(Proposition 218 and SB 919) allow for the collection of assessments from parcels
annexed into the District for the maintenance and operation of these facilities. It is the
City's intent to collect assessments under Chapter 3 of the ACT. The ACT requires a
Resolution (Attachment A) declaring the intention to levy and collect assessments and
an Engineer's Report (Attachment B). No increase is proposed to assessment rates
during Fiscal Year 2017/2018 for Zones A, B or C; however, some parcel assessments
will increase due to land development, land use designation changes, and the creation
of new subdivisions.
Recommended Action:
It is recommended that the City Council: 1) adopt the attached Resolution declaring the
intention to levy and collect assessments within Poway Lighting District for Fiscal Year
2017/2018; 2) approve the corresponding Engineer's Report outlining the assessments
for Fiscal Year 2017/2018; 3) direct the City Clerk to publish the approved Resolution
one week following Council approval; and 4) set the public hearing for June 20, 2017.
Discussion:
The City of Poway Lighting District was formed by the City Council on May 12, 1986.
As in previous years, it is proposed that each parcel within the District pay an
assessment according to benefit based on the latest available San Diego Association of
Government (SANDAG) traffic generation study.
1 of 26 May 16, 2017, Item # 1.1 2
Engineer's Report; Intention to Collect within Light Dist for FY17/18; Set Public Hearing
May 16, 2017
Page 2
Since the District is adequately funded at this time, the District will continue to collect
assessments at the same rate for all zones and use SANDAG's traffic generation study
as a basis for its formulas. (See Derivation of Benefit Factor, page 10 of the Engineer's
Report, Attachment B).
Zone A parcels are those that have street lighting within their immediate vicinity. These
parcels also share in the equitable funding for the maintenance and operation of street
lighting along the City's major arterial streets. Therefore, assessments collected within
this zone shall be assessed at the full rate (100%) of $15.00 per Benefit Unit. Vacant
parcels are proposed to be assessed at a 50 percent rate of $7.50 per Benefit Unit.
Zone B parcels are those that do not have benefit of immediate street lighting but
equitably share in the maintenance and operation funding for street lighting along the
City's major arterial streets. Therefore, assessments collected within this zone shall be
proportionally assessed at the partial rate of $3.75 (25% of $15.00) per Benefit Unit.
Because the County lists funds in even amounts on County Tax statements, the Benefit
Unit assessment will be $3.76.
Vacant parcels are proposed to be assessed at a partial rate of $1.88 (50% of $3.75)
per Benefit Unit.
Zone C assessments are collected to fund the operation and maintenance of traffic
signals and flashing beacons within the City boundaries. It has been determined that all
parcels within the District benefit equally. Therefore, Zone C parcels are assessed at
the full rate of $13.58 per Benefit Unit for the maintenance of traffic signal lighting and
flashing beacons. Vacant parcels are proposed to be assessed at a 50 percent rate of
$6.79, which, due to the County requirement, will be assessed as $6.80.
Section 22624 of the Streets and Highways Code requires the City Council to approve
an engineering report and adopt a Resolution of intention prior to establishing a budget
each year. The Engineer's Report (Attachment B) outlines the proposed Fiscal Year
2017/2018 budget and resulting assessments.
The assessments for Fiscal Year 2017/2018 are based on the District's operation and
maintenance costs, and are reflected on the Fiscal Year 2017/2018 property tax bills.
No increases are proposed for the Fiscal Year 2017/2018 street lighting assessments
for Zones A, B. or C. Zone A assessments will remain at $15.00, Zone B at $3.75, and
Zone C at $13.58 per Benefit Unit. Assessments are proposed to be collected for vacant
parcels dependent on their benefit to street light accessibility (as defined by Zone A and
Zone B) at a rate of 50 percent.
Proposition 218, passed by the California voters on November 5, 1996, expands the
requirements for public notification and imposes the requirement of District balloting.
Beginning July 1, 1997, all existing, new, or increased assessments shall comply with
Article XIII D as added to the California Constitution. Since no increases or new
2 of 26 May 16, 2017, Item # 1.12
Engineer's Report; Intention to Collect within Light Dist for FY17/18; Set Public Hearing
May 16, 2017
Page 3
assessments are proposed for Fiscal Year 2017/2018, District street lighting has been
determined to be exempt from the procedures and approval process set forth in Section
4 of this Article. However, this does not preclude increases in assessments in future
years. Subsequent increases in such assessments shall be subject to the procedures
and approval process set forth in Section 4 of Article XIII D.
Proposition 218 requires that the City separate "General Benefit" from "Special Benefit."
General Benefit is a service provided to the public -at -large. Special Benefit is a service
provided at a level greater than the service provided to the public -at -large. The City may
assess for Special Benefit conferred upon parcels. General Benefit shall be funded as it
has in the past for this District - through the collection of an Ad Valorem (General) Tax
collected each year on the property tax roll from each property owner.
The following depicts the preliminary benefit data provided by the County of San Diego:
A 11,711 22,076 $331,144
B 3,071 3,429 $ 12,835
C 14,782 25,506 $346,358
Note: Estimated Benefit Units are rounded up and multiplying times rate will not calculate exactly.
Preliminary assessment tabulations will be available for public review prior to the June
20, 2017, City Council meeting for the collection of assessments and are subject to
change according to the County equalized tax roll. Final tabulations will be based on
County equalized tax roll after July 1, 2017, and will be noted on property tax bills for
Fiscal Year 2017/2018.
Environmental Review:
This action is not subject to California Environmental Quality Act review.
Fiscal Impact:
Revenues collected at the current rate and a portion of District reserves will be used for
the District's maintenance costs during Fiscal Year 2017/2018. A General Fund
contribution of $121,174 will be included with the Fiscal Year 2017/2018 proposed
budget for reimbursement of District costs that provide general benefit to the City.
Public Notification:
None.
3 of 26 May 16, 2017, Item # 1.12
Engineer's Report; Intention to Collect within Light Dist for FY17/18; Set Public Hearing
May 16, 2017
Page 4
Attachments:
A. Resolution Declaring the Intention to Levy and Collect Assessments Within
Poway Lighting District for Fiscal Year 2017/2018
B. 2017/2018 Engineer's Annual Levy Report (Appendix D -A, D -B and D -C on file in
the Office of the City Clerk)
Reviewed/Approved By:
Wendy Kaserman
Assistant City Manager
Reviewed By:
Morgan Foley
City Attorney
Approve
Tina M. White
City Manager
4 of 26 May 16, 2017, Item # 1.12
RESOLUTION NO, 17-
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF POWAY, CALIFORNIA,
DECLARING THE INTENTION TO LEVY AND COLLECT
ASSESSMENTS WITHIN POWAY LIGHTING DISTRICT
FOR FISCAL YEAR 2017/2018
WHEREAS, the City Council of the City of Poway desires to levy and collect
assessments within the Poway Lighting District for the purpose of maintaining,
servicing, operating, and administering public lighting facilities, including, but not limited
to, street lights, traffic signals, lighted street signs, and flashing beacons, in the City of
Poway as shown in Exhibit A of the Poway Lighting District Engineer's Report that is on
file in the City Clerk's Office, pursuant to the Streets and Highways Code, and attached
hereto; and
WHEREAS, assessments will not increase from the Fiscal Year 2016/2017
assessment rate of $15.00 per benefit unit for Zone A, $3.75 per benefit unit for Zone B,
and $13.58 per benefit unit for Zone C; and
WHEREAS, under Article XIII D, Section 4 of the California Constitution, a City
general benefit contribution has been calculated as the average General Fund
expenditure for the maintenance of street lighting and traffic signals. This general
benefit contribution has been calculated to be $121,174; and
WHEREAS, under the provisions of Section 5 of Article XIIID, the existing
assessments in the District are exempt from both the substantive and procedural
requirements outlined in Section 4 of the Article, until such time the assessments are
increased; and
WHEREAS, the public interest and convenience require the maintenance,
service, and operation of street lighting, lighted street signs, traffic signals, and flashing
beacons within said territory.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway
as follows:
Section 1: The foregoing recitals are true and correct and the City Council so
finds and determines.
Section 2: Proposed assessments are as detailed in the Engineer's Report for
Poway Lighting District for Fiscal Year 2017/2018.
Section 3: Pursuant to the Streets and Highways Code, a public hearing will
be held on June 20, 2017, by the City Council to consider the levying and collection of
the proposed assessments.
5 of 26 ATTACHMENT A May 16, 2017, Item # 1.12
Resolution No. 17 -
Page 2
Section 4: The City Clerk shall cause this Resolution to be published in the
Poway News Chieftain, a newspaper of general circulation in the City of Poway.
PASSED, ADOPTED AND APPROVED by the City Council of the City of Poway
at a regular meeting this 16th day of May, 2017.
Vaus, Mayor
ATTEST:
Nancy Neufeld, CMC, City Clerk
STATE OF CALIFORNIA )
) SS
COUNTY OF SAN DIEGO )
I, Nancy Neufeld, CMC, City Clerk, of the City of Poway, do hereby certify under penalty
of perjury that the foregoing Resolution No. 17- was duly adopted by the City Council
at a meeting of said City Council held on the 16th day of May, 2017, and that it was so
adopted by the following vote:
AYES:
NOES:
ABSENT:
DISQUALIFIED:
Nancy Neufeld, CMC, City Clerk
City of Poway
6 of 26 May 16, 2017, Item # 1.12
City of Poway
Poway City Lighting
District
2017/2018 ENGINEER'S ANNUAL LEVY REPORT
Intent Meeting: May 16, 2017
Public Hearing: June 20, 2017
NA/WI LLDAN
Financial Services
Attachment B May 16, 2017, Item # 1.12
AFFIDAVIT FOR THE ENGINEER'S ANNUAL LEVY REPORT
Poway City Lighting District
City of Poway
San Diego County, State of California
This Report describes the District and services therein including the improvements,
budgets, parcels and assessments to be levied for Fiscal Year 2017/2018, as they existed
at the time of the passage of the Resolution of Intention. Reference is hereby made to the
San Diego County Assessor's maps for a detailed description of the lines and dimensions
of parcels within the District. The undersigned respectfully submits the enclosed Report
as directed by the City Council.
Dated this / day of 2017.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Poway
By,
Beatrice Medina
Project Manager, District Administration Services
By: / /
Richard Kopecky
R. C. E. # 16742
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8 of 26 May 16, 2017, Item # 1.12
TABLE OF CONTENTS
1. OVERVIEW ............................................................................................................. 1
A. INTRODUCTION.....................................................................................................1
B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT...........................................1
C. COMPLIANCE WITH CURRENT LEGISLATION..................................................3
D. MAXIMUM ASSESSMENT RATE..........................................................................3
Il. BOUNDARIES OF DISTRICT ..........................
III. DEFINITIONS ..................................................
IV. PLANS AND SPECIFICATIONS .....................
A. PURPOSE........................................................
B. STREET LIGHT INVENTORY .........................
................................................... 4
................................................... 4
....................... 5
....................... 5
....................................... 6
V. DISTRICT BUDGET. ..... ......................................................................................... 6
A. DESCRIPTION OF BUDGET ITEMS......................................................................6
B. LIGHTING DISTRICT BUDGET.............................................................................7
Vl. METHOD OF APPORTIONMENT OF ASSESSMENT ........................................... 8
A. PROPOSITION 218 BENEFIT ANALYSIS.............................................................8
B. ZONE BENEFIT ANALYSIS...................................................................................9
APPENDIX A - DISTRICT ASSESSMENT DIAGRAM ................................................. 14
APPENDIX B - LANDUSE CATEGORY BENEFIT FACTOR ...................................... 15
APPENDIX C - COUNTY LAND USE CODES............................................................ 16
APPENDIX D - 201712018 ASSESSMENT ROLL ....................................................... 17
9 of 26 May 16, 2017, Item # 1.12
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I. OVERVIEW
A. INTRODUCTION
Pursuant to the order of the City Council of the City of Poway ("City") and in
compliance with the requirements of Article 4 of Chapter 1 of the "Landscaping
and Lighting Act of 1972" ("1972 Act"), being Part 2 of Division 15, Sections
22500 through 22679 of the Streets and Highways Code of the State of California
('Assessment Law"), this Report presents the engineering analysis for Fiscal
Year 2017/2018 of the district known as:
'Poway City Lighting District"
On May 12. 1986. the City Council of the City of Poway initially formed the Poway
City Street Lighting District ("District") under the California Streets and Highways
Code. Landscaping and Lighting Act of 1972. This report covers the levy of the
annual assessments for Fiscal Year 2017/2018. and provides for annexations of
additional City areas into the District.
The 1972 Act permits the establishment of assessment districts for the purpose
of providing certain public improvements, which include maintenance and
operations of street lights and related facilities. including but not limited to, traffic
signals, lighted street signs and flashing beacons. The 1972 Act requires that
assessments be levied according to benefit rather than according to assessed
value.
Section 22573 of the 1972 Act provides that:
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 also permits the designation of zones of benefit for the
classification of various areas within an assessment district into different zones.
Section 22574 of the 1972 Act provides that:
'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.
B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this proposed District, the 1972 Act defines
improvements to mean one or any combination of the following:
• The installation or construction of public lighting facilities.
• The installation or construction of any facilities which are appurtenant to any
of the foregoing or which are necessary or convenient for the maintenance
or servicing thereof, including, but not limited to, grading. clearing, removal
2017/2018 Poway City Lighting District Page 1 of 17
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Financial Services
of debris. the installation or construction of curbs, gutters, walls, sidewalks,
or paving, or water. irrigation, drainage, or electrical facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing improvement otherwise authorized pursuant
to this section.
Incidental expenses associated with the improvements including, but not limited
to:
• The cost of preparation of the report, including plans, specifications,
estimates, diagram, and assessment,
• The costs of printing, advertising, and the publishing, posting and mailing of
notices,
• Compensation payable to the County for collection of assessments,
• Compensation of any engineer or attorney employed to render services:
• Any other expenses incidental to the construction, installation, or
maintenance and servicing of the improvements,
• Any expenses incidental to the issuance of bonds or notes pursuant to
Section 22662.5.
• Costs associated with any elections held for the approval of a new or
increased assessment.
The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services
and materials for the ordinary and usual maintenance, operation, and servicing
of any improvement. including:
• Repair, removal, or replacement of all or any part of any improvement.
• Providing for the life, growth, health, and beauty of landscaping, including
cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease
or injury.
• The removal of trimmings. rubbish, debris, and other solid waste.
• The cleaning, sandblasting, and painting of walls and other improvements
to remove or cover graffiti.
2017/2016 Poway City Lighting District Page 2 of 17
11 of 26 May 16, 2017, Item # 1.12
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C. COMPLIANCE WITH CURRENT LEGISLATION
In November 1996 voters of the State of California passed Proposition 218, which
added Article XIIID to the California Constitution that established specific
requirements for assessments. Article XIIID required that all assessments
comply with stated provisions by July 1. 1997, unless an assessment district
meets certain exemptions. The exemptions from substantive and procedural
requirements are set forth in Section 5 of Article XIIID and include the following:
"(a) Any assessment imposed exclusively to finance the capital costs or
maintenance and operation expenses for sidewalks, streets, sewers, water,
flood control. drainage systems or vector control. "
"(b) Any assessment imposed pursuant to a petition signed by the persons
owning all of the parcels subject to the assessment at the time the
assessment is initially imposed. Subsequent increases in such assessments
shall be subject to the procedures and approval process set forth in Section
4'
Under the provisions of Section 5 of Article XIIID. the existing assessments in
the District are exempt from both the substantive and procedural requirements
outlined in Section 4 of the Article, until such time the assessments are
increased.
D. MAXIMUM ASSESSMENT RATE
The approved maximum assessment rates for the District zones are $15.00 per
benefit unit for Zone A, $3.75 per benefit unit for Zone B and $13.58 per benefit
unit for Zone C. The District currently has no approved escalation factor for
increasing the maximum assessment rates. The maximum assessment rate
establishes an approved upper limit on the annual assessment, however, the
assessment rate levied by the District may be less than the maximum amount in
any given year if not required to meet the budgetary needs for that year. If the
long term budgetary needs of the District would require an increase in the rate
greater than the maximum assessment rate in order to meet those needs, then
any proposed increase in the maximum assessment rate would require property
owner balloting procedures as dictated by Article XIIID
2017/2018 Poway City Lighting District rage 3 of '
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l/. BOUNDARIES OF DISTRICT
The boundaries of the Assessment District are shown on the Assessment
Diagram (see Appendix A). All parcels identified on the latest San Diego County
Assessor's maps within the City of Poway are included in the District. However.
public properties such as roadways, alleys, greenbelts, parkways, and other
public properties are exempt from the assessment.
The property lines and dimensions of each lot or parcel of land within the Lighting
District are shown in detail on the County of San Diego Assessor's maps. on file
in the County Assessor's Office, 1600 Pacific Highway, Room 103, San Diego,
CA 92101.
11/. DEFINITIONS
The following definitions were written for clarification as a key to understanding
the assessments levied against parcels and derivation of benefits.
"Facilities" shall mean street light standards, traffic signals, flashing beacons,
their appurtenances, or related improvements. and the energy and maintenance
costs to operate them.
"Gated Community" shall mean a community that restricts the general public from
routine access to streets and roads vacated by the City to the community, but
where utility easements have been retained by the City.
"Immediate Vicinity" (based on the City's illumination spacing standards) shall
mean:
(1) All parcels within subdivisions/commercial/industrial developments that
have street lighting improvements as a condition of development.
(2) All single-family residential parcels having street lighting on their street,
at cul-de-sacs, major curves, and/or intersections.
(3) All multi -residential, commercial, and industrial parcels having street
lighting spaced within 300 feet (except where there are placement limitations,
the spacing will not exceed 400 feet).
"Sub -Zone" shall mean those parcels which can be administratively separated
from a zone to equitably fund the actual cost of maintenance and operation
specific to the needs of those parcels.
"Utilities Easement" shall mean right -of -access retained by the City and other
public utilities for the purpose of maintaining and operating public utilities
including, but not limited to, water, sewer, storm drain. street lighting, electrical,
telephone, and cable TV services.
2017/2018 Poway City Lighting Distad page 4 of 17
13 of 26 May 16, 2017, Item # 1.12
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"Vacant Parcel" shall mean any parcel that has not been developed with a
structure that is intended for habitation, storage. business, industry, or other like
use. and has not been designated for farming or rural land use.
Although the benefit to parcel rate structure used for this report is the latest San
Diego Association of Governments (SANDAL) traffic generation study, the
above definitions will assist in re-evaluating benefit for future assessments.
IV PLANS AND SPECIFICATIONS
A. PURPOSE
To establish benefit assessments to finance the operation, maintenance and
servicing, as defined in the 1972 Act, of street lighting systems in developed and
developing land parcels in the City.
Facilities and Improvements:
The facilities and improvements within the District are defined as street light
standards, their appurtenances and energy and maintenance costs to operate
them. Street lighting systems in the District consist of 3.075 street lights (outlined
on the Street Light Inventory listed below), 56 and one-third traffic -signaled
intersections(') (with related lighted street name signs). 26 flashing beacons. 12
flashing stop signs, fiber optics, video detection units. and 218 safety lights that
are maintained by District contract.
"' The City of Poway pays Caltransby agreementone-third the maintenance and operation costs for the Poway
Road/Highway 67 intersection traffic signal lighting and associated facilities.
20172018 Poway City Lighting District Page 5 of 17
14 of 26 May 16, 2017, Item # 1.12
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B. Street Light Inventory
City of Poway (LS2A) Lights:
22
35
LP Sodium Vapor
42
55
LP Sodium Vapor
1.855
90
LP Sodium Vapor
7
135
LP Sodium Vapor
1,021
180
LP Sodium Vapor
128
175
Metal Halide
City Safety Lights Energized with Traffic Signals:
3
90
LP Sodium Vapor
125
135
LP Sodium Vapor
82
180
LP Sodium Vapor
V DISTRICT BUDGET
A. DESCRIPTION OF BUDGET ITEMS
The 1972 Act provides that the estimated costs of the improvements shall include
the total cost of the maintenance and servicing of the improvements for the entire
Fiscal Year 2017/2018, commencing July 1. 2017 and ending June 30, 2018,
including incidentals, which may include reserves to operate the District.
The 1972 Act also provides that the amount of any surplus, deficit, or contribution
be included in the estimated cost of improvements. The net amount to be
assessed on the lots or parcels within the District is the total cost of maintenance
and servicing with adjustments either positive or negative for reserves,
surpluses, deficits, and/or contributions
Funds from the appropriate Reserve Balance may be used to offset any deficits
realized during any Fiscal Year.
201712018 Poway City Lighting District Page 5 01 1 -
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B. LIGHTING DISTRICT BUDGET
r-tn.1a a u i a r, b
{ry 1.7Y{ri I7Y
I I{ri 17Y4�j I� t�{rr
ur{ry t:tsra
EXPENDITURES ZONE A, B AND C.
12,835
348,152
346,358
Operation and Maintenance
$383,033
$689081
$560.950
Energy Costs
393.306
394.150
401,920
Administration
278.143
308.790
207,960
Total Expenditures
$1,054,482
$1,392,021
$1,170,830
REVENUES ZONE A, B AND C
Zone A Assessment @ S15 OO/B U
Zone B Assessment @ $3 751RU
Zone C Assessment @ $13.58/6 U
Ad Valorem Tax (General Tax Contribution)
City General Benefit Contribution
Interest Revenue
Grant Revenue
Capital Project Closeout
Miscellaneous
Total Revenues
$334.030
$331,144
$331.144
12.417
12,835
12,835
348,152
346,358
346.358
390,494
382,360
415,500
117,169
118868
121,174
50,382
45.620
58190
0
0
0
0
0
0
1,200
12.750
0
$1,253,844
$1,249,935
$1,285,201
DISTRICT STATISTICS
Parcel Count
EBU
Rate
Zone A
11.711
22,076.47
$1500
Zone B
3,071
3.429.15
$3.75
Zone C
14.782
25,505 62
$13.58
OPERATING RESERVE
Beginning Reserve Balance
$502.930
$527.241
$696.011
Transfers In/Out (CIP)
(175,051)
310,856
(224,967)
Reserve Fund Activity
199.362
(142 086)
114,371
Estimated Ending Reserve Balance
$527,241
$696,011
$585,415
CAPITAL IMPROVEMENT FUND
CIP Fund Balance
$4,651.282
$4,824,953
$2.045,347
CIP Transfers In/Out (Operating Reserve)
175,051
(310,856)
224.967
CIP Projects(4,(1,380)
(2,468,750)
(250.0001
Estimated Ending CIP Reserve Balance
$4,824,953
$2,045,347
$2,020,314
Actual t,gures per Finance Fiscal Year 20152016 activity sheets
Approved budget.
(3) Proposed budget.
(4) FY 2015/2016 CIP. Paint signal heads/back plates, repaint decorative poles, re -lamp street lights/ traffic
signal lamps, replace traffic signal controllers.
FY 20162017 CIP Retrofit street lighting to LED.
FY 20172018 CIP'. Projected installation of traffic control equipment, upgrading 3 intersections on Twin Peaks
Road at Silverset, Community and Midland.
2017/2018 Poway City Lighting District Page 7 of 17
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Vl. METHOD OF APPORTIONMENT OF ASSESSMENT
A. Proposition 218 Benefit Analysis
In conjunction with the provisions of the 1972 Act. the California Constitution
Article XIIID addresses several key criteria for the levy of assessments. notably:
Article XIIID 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 XIIID 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
especial benefit."
Article XIIID 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."
This District was formed to establish and provide for the improvements that
contribute to public safety and traffic control for the surrounding properties and
developments. These improvements will directly benefit the parcels to be
assessed within the District. The assessments and method of apportionment is
based on the premise that the assessments will be used to construct and install
lighting improvements within the existing District as well as provide for the annual
maintenance of those improvements, and the assessment revenues generated
by District will be used solely for such purposes.
Assessment Law mandates that the City assess for special benefit only, and the
City shall separate general benefit from special benefit. General benefit is
defined as services provided to the public -at -large. Special benefit is defined as
services provided at a level greater than the services provided to the public -at -
large.
2017/2018 Poway City Lighting District Page 8 of 17
17 of 26 May 16, 2017, Item # 1.12
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The costs of the proposed improvements have been identified and allocated to
properties within the District based on special benefit. The improvements to be
provided by this District and for which properties will be assessed have been
identified as an essential component and local amenity that provides a direct
reflection and extension of the properties within the District which the property
owners and residents have expressed a high level of support.
The method of apportionment of assessment set forth in the Report is based on
the premise that each assessed property receives special benefits from the
landscape and lighting improvements within the District, and the assessment
obligation for each parcel reflects that parcel's proportional special benefits as
compared to other properties that receive special benefits.
To identify and determine the proportional special benefit to each parcel within
the District, it is necessary to consider the entire scope of the improvements
provided as well as the properties that benefit from those improvements The
improvements and the associated costs described in this Report, have been
carefully reviewed and have been identified and allocated based on a benefit
rationale and calculations that proportionally allocate the net cost of only those
improvements determined to be of special benefit to properties within the District
The various public improvements and the associated costs have been identified
as either "general benefit' (not assessed) or "special benefit".
B. Zone Benefit Analysis
In Fiscal Year 1995/1996, it was determined that all "buildable" vacant parcels
receive some benefit from street lights and traffic signals. "Benefit- is derived
from facility improvements either by immediate vicinity street lighting and major
arterial street lighting [Zone A] or by major arterial street lighting [Zone B], and
by a proportionate equitable share of traffic signals, flashing beacons expense
based on one unit per residential parcel. The benefit for buildable vacant parcels
is based on 50 percent of the appropriate unit rate for each applicable zone.
At the writing of this report, 14,782 parcels have been identified as within the
District boundaries. It has been determined that all (except public -owned and
unbuildable miscellaneous) parcels (including vacant parcels), are assessable.
Three benefit zones for assessment purposes have been established as follows
"Zone A" parcels are those that have street lighting within their immediate vicinity.
These parcels fund the maintenance and operation of immediate vicinity street
lighting plus an amount equivalent to "Zone B" assessments for the maintenance
and operation of major arterial street lighting. [This includes both "Service" and
"Community" benefits].
"Zone B" parcels are those that equitably share the expense for the maintenance
and operation of major arterial street lighting. [This only includes "Community"
benefits].
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"Zone C" parcels are all parcels that equitably share the expense for the
maintenance and operation of traffic signals and flashing beacons.
As in previous years, the Fiscal Year 2017/2018 structure of the benefit
assessments is based on traffic generated by the use of the parcel. Benefit Units
are then calculated for each parcel, using a benefit factor derived from the land
use/traffic generation functions
Derivation of Benefit Factor
Benefit factors have been determined for those land use categories whose codes
are shown in Appendix B. A benefit factor of 1.0 is assigned to single family
residential land use.
Benefit factors for all other land use categories are then derived in proportion to
land use/traffic generation, as compared to the single-family residential traffic
generation rate of 10 trips per dwelling unit. or 40 trips per acre. Traffic
generation rates by land use are prepared by the SANDAG and CALTRANS,
District 11, based on trip generation studies done in the San Diego region. These
are generally accepted for use by the San Diego County Lighting District and
other lighting districts throughout the County to calculate these assessments.
Vacant land has been calculated at 50 percent of benefit based on the parcel's
designated land use.
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The derivation of benefit factors for land use categories other than single-family
residential is provided in the examples
listed below'
LAND USE
TRIP GENERATION RATE
BENEFIT
UNITS (BU)
Single Family Residential Apartments or
10 trips/DU
= 1 0
Multi -Family
10 trips/DU
Residential Condominium
10 trips/DU
= 1 0
10 trips/DU
Commercial Retailer
400 trips/acre
= 10 0
40 trips/BU
Regional Shopping, Medical, Dental,
500 trips/acre
= 12 5
Animal Hospital
40 trips/BU
Community Shopping
700 trips/acre
= 17.5
40 trips/BU
Neighborhood Shopping, Theater,
1,200 trips/acre
= 30.0
Restaurant
40 trips/BU
Hotel. Motel
200 trips/acre
= 5.0
40 trips/BU
Parking Lot, Garage. Hospital, Bowling
300 trips/acre
= 7.5
Alley. Used Cars, Auto Sales/Services
40 trips/BU
Small Automotive Garage
400 trips/acre
= 10.0
40 trips/BU
Large Chain Grocery/Drug Stores
2000 trips/acre
= 500
40 trips/BU
Service Station
600 trips/acre
= 15.0
40 trips/BU
Convalescent Hospitals, Rest Homes.
40 trips/acre
= 1.0
Bulk Storage, Etc.
40 trips/BU
Factory—Light Manufacturing.
60 trips/acre
= 1.5
Warehouse, Church, Church Pkg. Fire,
40 trips/BU
School, Library, Meeting Hall,
Gymnasium, Spec./Misc.,
Institution/Recreational
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LAND USE
TRIP GENERATION RATE
BENEFIT
UNITS (BU)
Factory --Heavy Manufacturing. Extra-
120 trips/acre
= 30
active. mining
40 trips/BU
Spec./Misc. Industrial
100 trips/acres
= 2 5
40 trips/BU
1-3 Story Misc. Store Bldgs.. 4+ Story
600 trips/acre
= 15 0
Offices/Stores, Misc. Commercial,
40 trips/BU
Radio Station. Bank, Car Wash
Mobile Home/Trailer Park
5 trips/DU
= 05
10 trips/BU
Multi -Residential
6 trips/DU
= 0.6
10 trips/BU
Farmland. Rural Land. Agricultural
2 trips/acre
= 0.05
Preserve
40 trips/BU
Cemetery. Mausoleum, Mortuary
5 trips/acre
= 0.1
40 trips/BU
Golf Course
8 trips/acre
= 0.2
40 trips/BU
Office Condominiums
20 trips/Condo
= 2.0
10 trips/BU
Industrial Condominiums
8 trips/Condo
= 0.8
10 trips/BU
Vacant Land [Buildable]
Vacant land generates a
= 50%
nominal number of trips as
based on
compared to developed
designated
parcels and therefore,
benefit land
receives a proportionate
use code
benefit from street lighting
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Calculation of Benefit Units
Benefit factors are extended to Benefit Units for assessment by multiplying the
benefit factor by the number of dwelling units per parcel or the acreage of the
parcel as appropriate. This base calculation is applicable to all parcels that
accrue both community benefits and service benefits. as previously defined.
Benefit factors for all land use categories. as derived above, are tabulated in
Appendix C.
Approximately one-third of all parcels in the City of Poway do not, however,
receive service benefits. An adjustment in base Benefit Units for Zones A and B
must then be made to reflect community benefits only. For this purpose, it is
assumed that one-fourth of total benefits accrue as community benefits and
three-fourths accrue as service benefits Therefore, a community benefit factor
of 0.25 is applied to the benefit factors for all developed parcels not directly
serviced by street lights. The adjusted benefit factors are then extended as noted
above.
Based upon the previous discussion, it is proposed in Fiscal Year 2017/2018,
that the base benefit charge be $15.00 for Zone A. Thus, charges for community
benefits and for service benefits will be $3.75 and $11.25 per Benefit Unit,
respectively. In summary, those parcels in Zone A will be assessed at $15.00
per Benefit Unit and those parcels in Zone B will be assessed at $3.75 per Benefit
Unit.
Zone C assessments are based on equal service benefits Therefore. Zone C
will be assessed $13.58 per Benefit Unit.
Using current available data from the San Diego County Assessor. an estimate
of aggregate Benefit Units by zone has been computed using the described
method. These estimates are tabulated in the table below.
Note Estimated Benefit Units are rounded up and multiplying times rate will not calculate exactly
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APPENDIX A - DISTRICT ASSESSMENT DIAGRAM
A District Diagram has been prepared for the District in the format required by the
1972 Act, and is on file with the Special Districts Office of the Public Works
Department, and by reference is made part of this Report. The Assessment Diagram
is available for inspection at the Special Districts Office of the Public Works
Department, during normal business hours.
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APPENDIX B - LANDUSE CATEGORY BENEFIT FACTOR
Benefit
Benefit
L.U.Factor
Code Land Use
L.U.FactorCode Land Use
0.0
00
Unzoned
3.0/AC
45
Extractive & mining
0.02/TS
07
Timeshare
10/AC
46
Small automotive garage
0.5/SP
09
Mobikehome/Condo Space'
0.80/AC
47
Industrial condos
0.5
10
Vacant residential
2.5/AC
49
Spec. misc. industrial
1.0/DU
11
Single family res.
50%
50
Vacant irrigated
1.0/DU
12
Duplex or double
0.05/AC
51
Citrus
1.01DU
13
Res. 2-4 units/2 houses
0.05/AC
52
Avocados
1.0/DU
14
Res. 5-15 units
0.05/AC
53
Vines
1.0/DU
15
Res. 16-60 units
0.05/AC
54
Misc. trees
1.01DU
16
Res. 61 units & up
0.05/AC
55
Livestock
1.0/DU
17
Condominium
0.05/AC
56
Poultry
1.0/DU
18
Co -Op
0.05/AC
57
Misc. irrigated crops
1.0/DU
19
Misc. residential
0.05/AC
58
Growing houses
50%
20
Vacant commercial
0.05/AC
59
Special misc. irrigated
15/AC
21
1-3 story misc. store building
0.05/AC
61
Non -irrigated 1-10 AC
15/AC
22
4 story & up offices/stores
0.05/AC
62
Non -irrigated 11-40 AC
12.5/AC
23
Regional shopping center
0.05/AC
63
Non -irrigated 41-160 AC
17.5/AC
24
Comm. shopping center
0.05/AC
64
Non -irrigated 161-360 AC
30/AC
25
Neighborhood shopping ctr.
0.05/AC
65
Non -irrigated 361 AC and up
5.0/AC
26
Hotel, motel
50%
70
Vacant institutional
15/AC
27
Service station
1.5/AC
71
Church
12.5/AC
28
Medical/dental/animal hosp.
1.5/AC
72
Church parking/related
1.0/AC
29
Convalescent hosp., rest home
0.1/AC
73
Cemetery
0.5/CO(unit)
30
Office condominium
0.1/AC
74
Mausoleum
7.5/AC
31
Parking lot, garage, used cars
0.1/AC
75
Mortuary
32
Trailer park'
1.5/AC
76
Public Bldg. (fire, school, library)
30/AC
33
Theater
7.51AC
77
Hospital
7.5/AC
34
Bowling alley
1.5/AC
79
Spec. misc. institutional
30/AC
35
Restaurant
50%
80
Vacant recreational
15/AC
36
Car wash
1.5/AC
81
Meeting hall, gym
50/AC
37
Large chain grocery
0.21AC
82
Golf course
7.5/AC
38
Auto sales/services agency
0.51AC
83
Marina, clock-
15/AC
39
Misc. commercial, radio
•..
84
Recreational camps
station, bank
0.0
85
Non -tax recreational
50%
40
Vacant industrial
0.0
86
Open space easements
1.5/AC
41
Factory - light manufacturing
0.05/AC
87
Agricultural preserve (no contract)
3.01AC
42
Factory - heavy manufacturing
0.05/AC
88
Agricultural preserve (contract)
1.5/AC
43
Warehouse -processing -storage
1.51AC
89
Spec. misc. recreational
1.0/AC
44
Bulk storage (tanks, etc.)
50%
90
Vacant taxable - gov't property
1.01AC
91
Improved taxable - govt property
'Exclude Mobilehome Coaches
Force to 0.5/Space
""' Force to 0.4/Slip for Time Shares
"" Force to 0.4/Campsite
NOTE: Acreage <.5 AC = .05 AC
2017/2018
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24 of 26 May 16, 2017, Item # 1.12
APPENDIX C - COUNTY LAND USE CODES
RESIDENTIAL
09 Mobilehome
10 Vacant residential
11 Single family residence
12 Duplex or double
13 Multiple 2 to 4 units or 2 houses
14 Multiple 5 to 15 units
15 Multiple 16 to 60 units
16 Multiple 61 units and up
17 Condominium
18 Co-op
19 Miscellaneous
COMMERCIAL
20 Vacant commercial
21 One to 3 story misc store bldgs
22 Four story & up office & store bldgs.
23 Regional shopping center
24 Community shopping center
25 Neighborhood shopping center
26 Hotel, motel
27 Service station
28 Medical. dental. animal hospital
29 Convalescent hospital. rest home
30 Office condominiums
31 Parking lot, garage, used car lot
32 Trailer park
33 Theater
34 Bowling alley
35 Restaurant
36 Car wash
37 Grocery or drug - large chain
38 Auto sales and service agency
39 Misc. commercial, radio station.
bank. etc
INDUSTRIAL
40 Vacant industrial
41 Factory - light manufacturing
42 Factory - heavy manufacturing
43 Warehousing - processing or
storage
44 Bulk storage (tanks, etc.)
45 Extractive & mining
46 Small automotive garages
47 Industrial condominiums
49 Special or misc. industrial
2017/2018
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IRRIGATED FARM
50 Vacant (water available)
51 Citrus
52 Avocados
53 Vines
54 Misc trees
55 Livestock
56 Poultry
57 Misc. irrigated crops
58 Growing houses
59 Special or misc
RURAL LAND (NON -IRRIGATED)
61 1-10 acres
62 11-40 acres
63 41-160 acres
64 161-360 acres
65 361 acres and up
INSTITUTIONAL
70 Vacant institutional
71 Church
72 Church parking or related
73 Cemetery
74 Mausoleum
75 Mortuary
76 Public bldg
library)
77 Hospital
(firehouse, school,
79 Special or misc.
RECREATIONAL
80 Vacant recreational
81 Meeting halls, gym
82 Golf course
83 Marina. docks
84 Recreational camps
85 Non-taxable
86 Open space easements
87 Agricultural preserve
88 Agricultural preserve (contract)
89 Special misc
90 Vacant taxable - government
owned property
91 Improved taxable —government
Poway City Lighting District
owned property
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APPENDIX D - 201712018 ASSESSMENT ROLL
Parcel identification, for each lot or parcel within the District, shall be the parcel as
shown on the County Assessor's Map for the year in which this Report is prepared.
Non -assessable lots or parcels include land principally encumbered by public or utility
rights-of-way and common areas. These parcels will not be assessed.
A listing of parcels assessed within the District along with the proposed assessment
amounts has been identified as "Fiscal Year 2017/2018 Assessment Roll", and is on
file with the City Clerk and is by reference made a part of this Report.
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