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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