HomeMy WebLinkAboutMaterials Distributed at MeetingASSESSMENT SUMMARY
TOTAL ANNUAL BUDGET $1,032,725
Assessment
Distribution Rate
(City /District) 64/36
60/40
50/50
Zone 1 Zone 2
(Primary Lights) (Local Lights)
$3191111 $713,614
$13.96 $24.28
$2.79 $4.86
$16.67 $27.49
$3.33 $5.50
$19.13 $34.94
$3.83 $6.99
1111 7/2D09
November 16, 2009 -+.00 PM
CITY FUNDS 64% OF LIGHTING MAINTENANCE BUDGET
Total
Zone 1
Zone 2
Budget
Primary Lights
Local Lights
Primary Lights (Not Local Lights)
$ 319,111
$ 319,111
$ -
Local Street Light Improvements
713,614
-
713,614
Total Annual Maintenance Budget
1,032,725
319,111
713,614
General Fund Contribution (64 %)
(671,026)
(259,829)
(411,196)
BALANCE TO LEVY
$ 361,699
$ 599282
$ 302,418
Parcels Levied
14,650
2,408
12,242
Proposed Maximum Rates
$13.96
$24.28
(Proposed Rates to be Balloted)
Sparse Lighting SFR Rate (20% of Maximum Rate)
$2.79
$4.86
f
November 16, 2009 4:00 PM
CITY FUNDS 60% OF LIGHTING MAINTENANCE BUDGET
Total
Zone 1
Zone 2
Budget
Primary Lights
Local Lights
Primary Lights (Not Local Lights)
$ 319,111
$ 319,111
$ -
Local Street Light Improvements
713,614
-
713,614
Total Annual Maintenance Budget
$ 1,032,725
$ 319,111
$ 713,614
General Fund Contribution (60 %)
(619,635)
(2482358)
(371,277)
BALANCE TO LEVY
$ 413,090
$ 70,753
$ 342,337
Parcels Levied
14,650
2,408
12,242
Proposed Maximum Rates
$16.67
$27.49
(Proposed Rates to be Balloted)
Sparse Lighting SFR Rate (20% of Maximum Rate)
$3.33
$5.50
November 16, 2001 :00 PM
CITY FUNDS 50% OF LIGHTING MAINTENANCE BUDGET
Total
Zone 1
Zone 2
Budget
Primary Lights
Local Lights
Primary Lights (Not Local Lights)
$ 319,111
$ 319,111
$ -
Local Street Light Improvements
713,614
-
713,614
Total Annual Maintenance Budget
$ 1,032,725
$ 319,111
$ 713,614
General Fund Contribution (50 %)
(516,363)
(237,890)
(278,473)
BALANCE TO LEVY
$ 516,363
$ 81,221
$ 435,141
Parcels Levied
14,650
2,408
12,242
Proposed Maximum Rates
$19.13
$34.94
(Proposed Rates to be Balloted)
Sparse Lighting SFR Rate (20% of Maximum Rate)
$3.83
$6,99
CITYWIDE I( ITING ASSESSMENT TENTATIVE TIMELINE - FY 2010 -11
f..
2009
Item
No.
Key Project Tasks
Nov
Dec
Mar
Apr
May
Jun
Jul
Au
Council Study Session
Present method of assessment and
1
rates
11/17
Council Study Session
Approve revised method of
2
assessment and rates
12/15
Council Meeting
3
Approval of public outreach strategy
3/16
Public Outreach Efforts
Written media, cable, web,
HOA/Commissions /Chamber
4
meetings
3/18-6/18
Council Study Session
Review Engineer's Report, notice and
5
ballot
5/4
Council Study Session
6
Approval of notice and ballot
5/18
Council Meeting
Adoption of resolutions: 1) Initiate
Proceedings; 2) Approve Engineer's
Report; 3) Set Public Hearing dates &
7
authorize balloting process
6/1
8
Mail Notices and Ballots
6/4
Public Hearing
9
Ballot process closes
7/6
Public Hearing
Declare results of the ballot, adopt
resolutions and levy and collect
10
assessments
7/20
11
Submittal of Levy to County
8/10
rJ'
CITY OF ARCADIA
OFFICIAL ASSESSMENT BALLOT
CITYWIDE LIGHTING DISTRICT 2009 -1
This Ballot is for the property designated as Assessor's Parcel Number: <FULL_APN >.
This is your official property owner ballot for the proposed levy of annual assessments to fund the ongoing annual maintenance,
operation and servicing of local street lighting improvements within the public right -of -ways associated with and for the special
benefit of properties within the District. The total annual amount balloted for the entire District is $403,993.12.
<Name>
<Care Of>
<Mailing Address>
<Mailing City>, <Mailing State> <Mailing Zip>
To complete your ballot, check the square before the word "YES" or before the word "NO" below, sign and date the
ballot, and return the entire ballot to the City Clerk. If you wrongly mark, tear, or deface this ballot, return it to the City
Clerk to obtain a replacement ballot.
PROPERTY OWNER ASSESSMENT BALLOT
CITY OF ARCADIA CITYWIDE LIGHTING DISTRICT 2009 -1
This ballot represents.
Assessor's Parcel Number:
Zone Designation:
Your Parcel's Assigned Equivalent Benefit Units:
The Maximum Assessment Rate for Fiscal Year 2009/2010 is:
Your Parcel's Proposed Maximum Assessment Amount is
(Balloted Assessment Amount)
<FULL APN>
<ZONE>
<EBU BENEFIT>
$<RATE> per Equivalent Benefit Unit
$ <LEVYAMT> for Fiscal Year 2009/2010
❑ Yes, I do approve of the proposed annual assessment for my property to provide street lighting facilities, based on the
amounts shown above, including an annual inflationary rate adjustment not to exceed 3% each fiscal year that may be
applied to future assessments.
❑ No, I do not approve of the proposed annual assessment for my property to provide street lighting facilities, based on
the amounts shown above, including an annual inflationary- rate adjustment not to exceed 3% each year that may be
applied to future assessments.
I hereby declare, under penalty of perjury that I am the record owner or the authorized representative of the parcel identified on
this ballot.
Signed
Please Print Name (If different from above)
Date
0111111111111111111111111111111 » « dli111111111111111111111111111111111IIII»
ABOUT YOUR ASSESSMENT BALLOT AND
INSTRUCTIONS FOR COMPLETION AND DELIVERY OF ASSESSMENT BALLOT PROCEDURE
THIS BALLOT is your opportunity to indicate whether you support or oppose the proposed assessment for your property that the
City has determined is necessary to adequately fund the ongoing maintenance, operation and servicing of local street light facilities that
provide special benefits to your property. Because the cost of maintaining and servicing street lights are inevitably impacted by infla
over time, the proposed assessment rates and the resulting parcel assessments, include an annual inflationary adjustment that shall tio not
exceed three percent (3 %) per fiscal year. As part of your support for or opposition to the proposed assessment presented on this ballot,
you are also indicating your support for or opposition to this annual inflationary adjustment that may be applied to your proposed
assessment in future years. If the proposed assessments are approved, this annual inflationary adjustment may be applied to the
maximum assessment rate each year commencing with Fiscal Year 2010/2011 and your calculated annual assessment may be adjusted
accordingly. This does not mean that your assessments will automatically increase each year, but it does allow future assessments to be
reasonably adjusted for inflation and energy cost increases as needed, but also sets a limit on those adjustments and the amount that
may be assessed in any given year.
Basis of Calculation: A description of the street light facilities and the method used to calculate the assessments is set forth in the District
Engineer's Report on file in the City Clerk's Office and is summarized in the notice of public hearing that accompanies this ballot. If the
assessments are approved, your parcel's initial maximum assessment will be the amount identified on this ballot as "Your Parcel's Proposed
Maximum Assessment Amount" (For Fiscal Year 2009 /2010). This amount will be subject to the annual inflationary adjustment
described above and in the notice that accompanies this ballot.
Assessment Ballot Proceedings: In addition to the right to participate in the public hearing scheduled for November 18, 2008, beginning at
7:00 P.M at the City Council Chambers located at 240 West Huntington Drive, Arcadia, California, each record owner of property proposed
to be assessed has the right under the provisions of the California Constitution to submit an Assessment Ballot in favor of or in opposition to
the proposed assessment. An owner of record or a legally authorized representative of such record owner(s) may complete the Assessment
Ballot and thereby indicate such owners' support for or opposition to the proposed assessment and inflationary adjustment. After the
conclusion of the public hearing, the City Council shall cause the Assessment Ballots timely received to be tabulated by the City Clerk or their
designee. Because this is a property owner assessment ballot proceeding under the provisions of the California Constitution, it is not necessary
for a record owner to be a citizen of the United States or a resident of the City, the State of California or the United States in order to eligible
to complete an Assessment Ballot.
For purposes of the Assessment Ballot proceedings, majority, protest exists if, upon conclusion of the public bearing, valid
ballots submitted in opposition to the proposed assessments exceed valid ballots submitted in favor of the proposed
assessments. In tabulating the ballots, each ballot shall be weighted by the amount of the proposed assessment to be imposed upon the
parcel for which such Assessment Ballot was ubmitted If a majority protest exists, the City Council shall not impose the nevi
assessment, and shall abandon the current proceedings to form the District.
To Cast Your Ballot: Completed ballots may be personally delivered to the City Clerk at City Hall located at 240 West Huntington Drive,
Arcadia; or may be mailed to the City Clerk at the address indicated below. (A return envelope has been provided for your convenience). If
you return your ballot by mail, please be sure to allow time for mail delivery; the City Clerk must receive all ballots no later than the end of the
public testimony at the Public Hearing on November 18, 2008. If you damage or misplace your ballot, a replacement ballot can be obtained
from the City Clerk upon request. All ballots returned must be submitted in a sealed envelope that clearly indicates an Assessment
Ballot is enclosed and the ballot must be clearly marked to indicate either a "Yes" or "No" vote and signed, otherwise the ballot
will be rejected and not counted. All ballots must be signed and dated. A ballot previously submitted, may be withdrawn at any time prior to
the close of the public hearing by request to the City Clerk by the person(s) that signed the submitted ballot. An assessment ballot may be
changed at any time prior to the end of the Public Hearing by requesting a withdrawal of the previous ballot and requesting a replacement
ballot. Only the person signing the ballot may make such a request. The replacement ballot must be received by the City Clerk prior to the
deadline set forth above.
If you have questions: Should you have any questions prior to the public hearing, you may call Tom Tait or Maria Aquino of the Arcadia
Public Works Services Department at (626) 256 -6554 during regular City business hours.
Office of the City Clerk
City of Arcadia Completed ballots MUST be received by the City Clerk no later than the closing of the puGlic
240 W. Huntington Drive testimony portion of the Public Hearing which is scheduled to begin on Tuesday,
P.O. Box 60021 November 18, 2008 at 7. -00 p.m., in the Council Chambers, 240 W. Huntington Dr.,
Arcadia, CA 91066 -6021 Arradia, CA.
How to cast your ballot:
3.
Check u Sign and Return to the City Clerk on or before
Yes or No date it 'Fuesday, November 18, 2008 in accordance
"nth the deadlines referenced above
CITY OF ARCADIA
NOTICE OF PUBLIC HEARING AND ASSESSMENT BALLOT PROCEDURE
CITYWIDE LIGHTING DISTRICT 2009 -1
CITY OF
ARCAMA
Purpose of this Notice
The purpose of this notice, which includes both this document and the accompanying Assessment Ballot that includes Instructions
for Completion and Delivery of Assessment Ballot, is:
• to provide information to the record owners of property within the proposed boundaries of the Citywide Lighting District
2009 -1 (the "District") of the City of Arcadia (the "City' regarding the proceedings being undertaken by the City to consider
the formation of the District and the levy of assessments on properties within the District for the purposes specified below;
• to transmit the Assessment Ballot to the owner or owners of each property within the District to enable such owner or owners
to express support for or opposition to the levy of the proposed assessment against the property of such owner or owners by
completing and returning the Assessment Ballot; and
• to identify the time and place of the scheduled public hearing on these matters and to provide instructions to the owner or
owners to assist in the completion of the Assessment Ballot and in returning it to the City.
Reason for the Assessment
The purpose of this District is to provide a revenue source to fund the ongoing annual maintenance, servicing and operation of
local street lighting within the public right -of -ways associated with and for the special benefit of properties within the District that
may include but is not limited to the following activities and associated costs:
• Regular maintenance and servicing of the street light systems and control devices including, cleaning, sandblasting, repainting
of poles and equipment to remove or cover graffiti and as needed prevent corrosion; repair or replacement of lighting
standards, bulbs and fixtures; and furnishing of electric current or other illuminating agent.
• Periodic repair and rehabilitation of the street lighting system including replacement of old equipment with new or
reconditioned equipment; and repair, removal or replacement of related equipment as required including but not limited to
lighting fixtures, poles, meters, conduits, electrical cable and relocation of street light facilities as necessary including the
purchase and installation of related equipment and facilities.
• Incidental expenses related to the annual administration of the District including, but not limited to: preparation of the annual
engineer's report and resolutions; publishing, posting and mailing of notices; compensation payable to the County for
collection of assessments; compensation of any engineer or attorney employed to render related services; and compensation to
various departments of the City for services rendered by the City for operation and administration of the District.
• Specifically not included in the District budget and proportional assessments are the installation and construction of new street
lights and /or conversion of existing street lights to decorative street lights or electrical system conversions (i.e. 6.0 electrical
systems to 120 volt systems). Such projects and expenditures would be considered Capital Improvement Projects that are
beyond the purpose of the assessments for this District. If such projects are needed or desired, the cost of these projects would
require funding from other sources including but not limited to an additional special assessment on the affected properties
and /or funds contributed by the City.
The Total Annual Assessment Proposed to be Charged to the Entire Assessment District
The City's total estimated street lighting budget for fiscal year 2009/2010 is $883,764 of which approximately $479,870 will be paid
by the City with the remainder being collected through the District's proposed special benefit assessments. The total amount of
the assessments proposed to be balloted to the property owners within the District is $403,993.12 (approximately 46% of
the total cost). To ensure an appropriate allocation of the local street lighting costs, each parcel in the City has been grouped into
one of three zones based on their proximity and level of local street lighting. Zone 01 includes about 80% of the City's parcels and
$386,792.04 of the total amount being balloted; Zone 02 includes slightly less than 10% of the City's parcels and $17,201.08 of the
total amount being balloted; and Zone 03 includes the remaining parcels in the City, but because these parcels have no local street
light improvements at this time they are not being balloted for an assessment. A more detailed description of the budget and
assessments appears in the District's Engineer's Report, which is on file with the City Clerk.
Assessment Proposed to be Levied on Your Property
The amount of the assessment proposed to be levied against the property for which this notice is given is specifically set forth on
the accompanying Assessment Ballot as "Your Parcel's Proposed Maximum Assessment Amount for Fiscal Year 2009 /2010 ". This
assessment amount is your parcel's calculated proportional special benefit assessment of the total amount being balloted and is
Itaw based on your property's Assigned Equivalent Benefit Units and Maximum Assessment Rate established for fiscal year 2009/2010,
which is $24.00 per Equivalent Benefit Unit for Zone 01 and $10.12 per Equivalent Benefit Unit for Zone 02. The initial Maximum
Assessment Rate established for each Zone (as shown above), shall be adjusted annually for inflation by an amount not to exceed
three percent (3 %) to establish the new maximum assessment rates each fiscal year and may be applied to your assessment.
Basis upon which the Proposed Assessments are Calculated
Each year the City estimates how much it will cost to maintain, operate and service the City's street lighting improvements. This
total cost minus those improvement costs determined to be of general benefit as well as additional City contributions result in a Net
Special Benefit Budget for each Zone of the District ( "Balance to Levy ").
Within each Zone, parcels are assigned a calculated Equivalent Benefit Unit ( "EBU'D that reflects that parcel's proportional special
benefit from local street lighting improvements as compared to other parcels that benefit from those improvements based on
various property factors including land use and size of the property as well as its proximity to local street lights (zone designation).
Your property will be assessed for only those improvements and costs determined to provide special benefits to your property.
The Balance to Levy for each Zone is divided by the total EBU of all parcels in that Zone and the result of this calculation
establishes the Assessment Rate per Equivalent Benefit Unit. This Rate multiplied by each parcel's individual EBU assignment
equals the parcel's Annual Assessment Amount. The formulas used for calculating assessments are generally:
Total Budget — General Benefit Costs = Total Special Benefit Costs
Zone Specific Special Benefit Costs = Total Zone Budget
Total Zone Budget — Additional City Contribution = Balance to Levy (Zone)
Parcel's Land Use Benefit x (Acreage or Units) = Parcel's EBU
Balance to Levy (Zone)/ Total EBU (Zone) = Assessment Rate per EBU (Calculated for each Zone)
Assessment Rate per EBU (Zone) x Parcel EBU = Parcel Levy Amount
A more detailed description of the basis upon which the amount of the proposed assessments have been calculated is described in
the Engineer's Report, which is on file with the City Clerk.
Inflationary Adjustment
As part of your support for or opposition to the proposed assessments described in this notice and presented on the accompanying
Assessment Ballot, you are also indicating your support for or opposition to an annual inflationary adjustment that shall be applied
to the maximum assessment rates that may be applied to your calculated assessment in future years. Because the cost of operating,
servicing and maintaining local street lighting improvements are impacted by inflation over time and these factors may fluctuate
from one year to the next, the proposed assessment rates for the District include an annual inflationary adjustment that shall not
exceed three percent (3.0 %) per year commencing with Fiscal Year 2010/2011. This does not mean that your assessments will
automatically increase each year, but it does allow future assessments to be reasonably adjusted for inflation and energy cost
increases as needed, but also sets a limit on those adjustments and the amount that may be assessed in any given year.
Duration of the Assessments
If approved, the first annual assessment will appear on your 2009/2010 property tax bills. Because the proposed assessments
will provide annual funding for the ongoing maintenance, operation and servicing of local street lighting improvements, there
is no sunset on the proposed assessments, but the District budget and assessments shall be presented each fiscal year at a
public hearing which is open to the public for comment and testimony.
Protest Provisions:
Pursuant to California Constitution Article XIIID, Section 4 (e), at the Public Hearing, the City Council shall consider all
protests against the proposed assessments. In addition to the property owner assessment ballots, written protests regarding
the District and assessments may be filed with the City Clerk prior to or during the Public Hearing. Please ensure that your
Assessor's Parcel Number (APN) is included on any written protest or correspondence so that your property can be correctly
identified.
Public Hearing.
Notice is hereby given that a public hearing on the District and proposed assessments will be held in the regular
meeting place of the City Council of the City of Arcadia, being the City Council Chambers at City Hall, located at 240
West Huntington Drive, Arcadia, California, on the following date and at the following time:
Tuesday November 18, 2008, at 7:00 P.M.
The City Council shall consider all objections and protests, if any, to the proposed assessments. Any interested person shall be
permitted to present written and oral testimony. The City Council may impose reasonable time limits on both the length of the
entire public hearing and the length of each interested person's oral testimony. The City Council may also continue the public
hearing from time to time.
Arcadia Citywide Streetlight District
V/WILLDAN
Financial Services
MWP- djj a
PROPOSED LIGHTING DISTRICT FY 2009 -10