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HomeMy WebLinkAbout052119 Agenda - Regular Meeting City Council Agenda Tuesday, May 21, 2019 Revised Face Sheet for City Council Meeting Study Session – 5:30 p.m., Room CC-8 Regular Meeting - 6:30 p.m. The Government Center South Coast Air Quality Management District/ Main Auditorium 21865 Copley Drive, Diamond Bar, CA 91765 CAROL HERRERA Mayor STEVE TYE Mayor Pro-Tem ANDREW CHOU Council Member RUTH M. LOW Council Member NANCY A. LYONS Council Member City Manager Dan Fox • City Attorney David DeBerry • City Clerk Tommye Cribbins Copies of staff reports or other written documentation relating to agenda items are on file in the Off ice of the City Clerk, and are available for public inspection. If requested, the agenda will be made available in an alternative format to a person with disability as required by Section 202 of the Americans with Disabilities Act of 1990. If you have questions regarding an agenda item, please contact the City Clerk at (909) 839-7010 during regular business hours. In an effort to comply with the requirements of Title II of the Americans with Disabilities Act of 1990, the City of Diamond Bar requires that any person in need of any type of special equipment, assistance or accommodation(s) in order to communicate at a City public meeting, must inform the City Clerk a minimum of 72 hours prior to the scheduled meeting. Have online access? City Council Agendas are now available on the City of Diamond Bar’s web site at www.diamondbarca.gov Please refrain from smoking, eating or drinking in the Council Chambers. The City of Diamond Bar uses recycled paper and encourages you to do the same. DIAMOND BAR CITY COUNCIL MEETING RULES Welcome to the meeting of the Diamond Bar City Council. Meetings are open to the public and are broadcast live on Spectrum Cable Channel 3 and Frontier FiOS television Channel 47. You are invited to attend and participate. PUBLIC INPUT Members of the public may address the Council on any item of business on the agenda during the time the item is taken up by the Council. In addition, members of the public may, during the Public Comment period address the Council on any Consent Calendar item or any matter not on the agenda and within the Council’s subject matter jurisdiction. Persons wishing to speak should submit a speaker slip to the City Clerk. Any material to be submitted to the City Council at the meeting should be submitted through the City Clerk. Speakers are limited to five minutes per agenda item, unless the Mayor determines otherwise. The Mayor may adjust this time limit depending on the number of people wishing to speak, the complexity of the matter, the length of the agenda, the hour and any other relevant consideration. Speakers may address the Council only once on an agenda item, except during public hearings, when the applicant/appellant may be afforded a rebuttal. Public comments must be directed to the City Council. Behavior that disrupts the orderly conduct of the meeting may result in the speaker being removed from the Council chambers. INFORMATION RELATING TO AGENDAS AND ACTIONS OF THE COUNCIL Agendas for regular City Council meetings are available 72 hours prior to the meeting and are posted in the City’s regular posting locations, on DBTV Channel 3, Spectrum Cable Channel 3, Frontier FiOS television Channel 47 and on the City’s website at www.diamondbarca.gov. A full agenda packet is available for review during the meeting, in the foyer just outside the Council chambers. The City Council may take action on any item listed on the agenda. ACCOMMODATIONS FOR THE DISABLED A cordless microphone is available for those persons with mobility impairments who cannot access the podium in order to make a public comment. Sign language interpretation is available by providing the City Clerk three business days’ notice in advance of a meeting. Please telephone (909) 839-7010 between 7:30 a.m. and 5:30 p.m. Monday through Thursday and 7:30 a.m. to 4:30 p.m. on Fridays. HELPFUL PHONE NUMBERS Copies of agendas, rules of the Council, Cassette/Video tapes of meetings: (909) 839-7010 Computer access to agendas: www.diamondbarca.gov General information: (909) 839-7010 Written materials distributed to the City Council within 72 hours of the City Council meet ing are available for public inspection immediately upon distribution in the City Clerk’s Office at 21810 Copley Dr., Diamond Bar, California, during normal business hours. THIS MEETING IS BEING BROADCAST LIVE FOR VIEWING ON SPECTRUM CABLE CHANNEL 3 AND FRONTIER FiOS TELEVISION CHANNEL 47, AS WELL AS BY STREAMING VIDEO OVER THE INTERNET AND BY REMAINING IN THE ROOM, YOU ARE GIVING YOUR PERMISSION TO BE TELEVISED. THIS MEETING WILL BE RE-BROADCAST EVERY SATURDAY AND SUNDAY AT 9:00 A.M. AND ALTERNATE TUESDAYS AT 8:00 P.M. AND ARE ALSO AVAILABLE FOR LIVE AND ARCHIVED VIEWING ON THE CITY’S WEB SITE AT WWW.DIAMONDBARCA.GOV. CITY OF DIAMOND BAR CITY COUNCIL AGENDA May 21, 2019 Next Resolution No. 2019-15 Next Ordinance No. 02(2019) STUDY SESSION: 5:30 p.m., Room CC-8 FY 19/20 DRAFT OPERATING BUDGET PUBLIC COMMENTS: CALL TO ORDER: 6:30 p.m. PLEDGE OF ALLEGIANCE: Mayor INVOCATION: Garrett Rice, Youth Pastor, Diamond Canyon Christian Church ROLL CALL: Chou, Low, Lyons, Mayor Pro Tem Tye, Mayor Herrera APPROVAL OF AGENDA: Mayor 1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: 1.1 Presentation of Certificate Plaque to P.L. Bakery Caf é, 2767 S. Diamond Bar Boulevard. 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: MAY 21, 2019 PAGE 2 3. PUBLIC COMMENTS: "Public Comments" is the time reserved on each regular m eeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or matters of interest to the public that are not already scheduled for consideration on this agenda. Although the City Council values your comments, pursuant to the Brown Act, the Council generally cannot take any action on items not listed on the posted agenda. Please complete a Speaker's Card and give it to the City Clerk (completion of this form is voluntary). There is a five-minute maximum time limit when addressing the City Council. 4. RESPONSE TO PUBLIC COMMENTS: Under the Brown Act, members of the City Council may briefly respond to public comments but no extended discussion and no action on such matters may take place. 5. SCHEDULE OF FUTURE EVENTS: 5.1 Parks and Recreation Commission Meeting – May 23, 2019 – 6:30 p.m., Windmill Community Room, 21810 Copley Drive. 5.2 Memorial Day Holiday – May 27, 2019 - City Offices will be closed in observance of Memorial Day. City Offices will re-open Tuesday, May 28, 2019 at 7:30 a.m. 5.3 Planning Commission Meeting – May 28, 2019 – 6:30 p.m., Windmill Community Room, 21810 Copley Drive. (Cancelled). 5.4 City Council Meeting – June 4, 2019 – 6:30 p.m., AQMD/Government Center Auditorium, 21865 Copley Drive. 6. CONSENT CALENDAR: All items listed on the Consent Calendar are considered by the City Council to be routine and will be acted on by a single motion unless a Council Member or member of the public request otherwise, in wh ich case, the item will be removed for separate consideration. 6.1 CITY COUNCIL MEETING MINUTES. 6.1.a Regular Meeting of May 7, 2019. Recommended Action: Approve. Requested by: City Clerk MAY 21, 2019 PAGE 3 6.2 RATIFICATION OF CHECK REGISTER DATED MAY 2, 2019 THROUGH MAY 15, 2019 TOTALING $863,520.63. Recommended Action: Ratify. Requested by: Finance Department 6.3 LANDSCAPE ASSESSMENT DISTRICT NOS. 38, 39 & 41 FOR FISCAL YEAR 2019-20. Recommended Action: 1. Adopt Resolution No. 2019-XX (No. 38), declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 38 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting; 2. Adopt Resolution No. 2019-XX (No. 39) declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 39 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting; and 3. Adopt Resolution No. 2019-XX (No.41) declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 41 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting. Requested by: Public Works Department 7. PUBLIC HEARINGS: NONE. 8. COUNCIL CONSIDERATION: 8.1 PROPOSITION 218 ASSESSMENT BALLOT PROCEEDING PROCEDURES TO REPLACE EXISTING DISTRICT NOS. 39 AND 41. Recommended Action: Adopt Resolution No. 2019-XX adopting Proposition 218 assessment ballot proceeding procedures. Requested by: Public Works Department 8.2 FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 TO REPLACE EXISTING DISTRICT NO. 41. Recommended Action: Adopt Resolution No. 2019-XX declaring intention to form Landscape Assessment District No. 41-3019, preliminarily approving the Engineer’s Report, providing notice of public hearing and mailing of the ballot. Requested by: Public Works Department MAY 21, 2019 PAGE 4 8.3 FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 TO REPLACE EXISTING DISTRICT NO. 39 Recommended Action: Adopt Resolution No. 2019-XX declaring intention to form Landscape Assessment District No. 39-3019, preliminarily approving the Engineer’s Report, providing notice of public hearing and mailing of the ballot. Requested by: Public Works Department 9. COUNCIL SUB-COMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: 10. ADJOURNMENT: Agenda #: 1 Meeting Date: May 21, 2019 CITY COUNCIL STUDY S ESSION REPORT TO: Honorable Mayor and Members of the City Council VIA: Daniel Fox, City Manager FROM: Dianna Honeywell, Finance Director TITLE: FY 19/20 DRAFT OPERATING BUDGET Introduction Each year, the City prepares an annual Operating Budget and Capital Impr ovement Program for City Council consideration that implements the Council’s priorities and Strategic Plan Goals, and provides the financial resources to deliver services to the community. The preparation of the annual budget is a significant and importan t undertaking that takes place over the course of more than four months. Below is the schedule for the preparation of the FY 19/20 City Budget: • FY 18/19 Mid-Year Budget Review – City Council Completed on 2/19/2019 • 2017 – 2020 Strategic Plan Year 3 Review – City Council Completed on 3/19/2019 • Council Study Session on Draft FY 19/20 Capital Improvement Project Budget – City Council Completed on 4/16/2019 • Council Study Session on Draft FY 19/20 Operating Budget – 5/21/2019 • Adoption of FY 19/20 City Budget – 6/4/2019 The purpose of this Study Session is to provide the City Council with an opportunity to review the Draft FY 19/20 Operating Budget, including Special Funds. Based on any direction received, appropriate revisions and refinements will be made and presented to the City Council for adoption at the June 4, 2019 City Council meeting. Budget Overview The City Manager’s Draft Recommended FY 19/20 Operating Budget continues to be conservative in revenue and expenditure growth. Using the FY 18/19 m id-year budget levels as a baseline, the FY 19/20 expenditures were maintained at or below previous levels to the greatest extent practical. The use of special funds and outside funding 1 Packet Pg. 7 sources have also been utilized to the maximum extent practical to pr ovide additional relief to General Fund resources. The Recommended Budget as currently drafted reflects the following estimated resources and expenditures: Estimated Resources $26,845,548 Estimated Expenditures $26,497,599 Estimated Surplus/(Deficit) $347,949 Included within these estimates is the use of $896,527 in Fund Balance Reserves. The use of General Fund reserves has been significantly curtailed during FY 19/20 in an effort to preserve those funds for large capital projects or unexpected fi scal emergencies. The City has benefited from prudent fiscal practices of the current and previous City Councils, building sound reserves for times of economic uncertainty. To maintain ample reserves, it will be important to carefully consider each use of reserves and to prioritize and balance desired service levels, desired Capital Improvement Projects and the maintenance of existing facilities. Revenue Overview – Estimated Resources: $26,497,599 The following are noteworthy revenue items that have been incorporated into the proposed FY 19/20 Operating Budget: Property Taxes o While the local economy continues to show very modest growth, there are signs that this growth is slowing. Home sales in California were the lowest for a March in five years and first quarter sales in 2019 were 26.7% lower than the previous year, a potential indication of a slowing housing market. However, the median price of a home in Diamond Bar is still 10.3% above the peak prior to the recession of ten years ago. o The assessed valuation of parcels in the City increased by 4.63% during FY 18/19. This will result in an overall increase to property tax revenue of 3.4% over the anticipated FY 18/19 amount of $5.4 million to $5.6 million. It is anticipated that there will be an increase in the assessed valuation of 3.75% in FY 19/20. This will result in lower property tax revenue in the following year. o Property Tax In Lieu of VLF is anticipated to increase 3.7% to $6.5 million during FY 19/20. Sales Tax o Sales tax has already been exhibiting signs of leveling off with 4 th quarter 2018 results showing decreases in the business & industry and building & construction 1 Packet Pg. 8 sectors. This is a sign of the slowing economy. Because of this, sales tax revenue is projected to decrease by 2.9% over the expected FY 18/19 results to $5.02 million. This decrease is due to anticipated decreases in most industry groups in FY 19/20 over the current fiscal year. From Other Agencies o It is proposed that the City sell $250,000 in Proposi tion A funds in exchange for $175,000 in General Fund funds. This is an estimated exchange rate of $0.70. Proposition A funds are very restrictive transit funds for which the City has limited ability to use on current projects. It is proposed that these funds be exchanged for General Fund funds to be used for Council determined purposes. Current Service Charges o With the remainder of the South Pointe housing development permits being issued early in FY 18/19, it is anticipated that FY 19/20 building a ctivity will return to pre-development levels which results in significantly lower revenue than the City has seen during the last few budget cycles. Revenue from all sources of service charges (which include Building, Planning, Engineering and Recreation fees) are estimated to be down 15.8% or a total of $433,000. Expenditures Overview – Estimated Appropriations: $26,497,599 The following are noteworthy appropriation items that have been incorporated into the proposed FY 19/20 Operating Budget: • City Administration (City Attorney, City Council, City Manager/City Clerk) o City Attorney – reduced from FY 18/19 as additional Special Legal Services required for the Tres Hermanos property transaction are not anticipated in FY 19/20. o City Manager – reduced in FY 19/20 due to the completion of the Tres Hermanos property transaction being reflected in this department in FY 18/19. • Administration & Support (Finance, Human Resources, Health & Safety Programs, Information Systems, Civic Center, Public Information, Economic Development) o Human Resources • Cost of Living/Benefit Allotment: Each year, the City Council adopts the Compensation and Benefits Plan for the upcoming fiscal year which includes employee positions, associated salary ranges and benefits. The City’s Personnel Rules and Regulations specify that the City Manager may request that the City Council authorize a Cost of Living Adjustment (COLA) for employees based on the March -to-March rates of the federal Consumer Price Index (CPI) for Wage Earners and Clerical Workers in Los Angeles/Orange Counties. Although the CPI was 2.7% during the 1 Packet Pg. 9 established 2019 measurement period, the recommendation is for a 2.0% COLA for all benefitted classifications of employment including all executive positions such as Department Heads, Assistant City Manager and the City Manager position. Additionally, the City Manager’s contract provides that the annual salary shall be maintained at 15% above the Assistant City Manager. The City Manager’s salary would therefore need to increase from $219,504 (inclusive of the proposed COLA) to $227,049, an additional 3.44% or $7,545. It is also recommended that a $50 per month increase to the Benefit Allotment be approved for all benefitted classifications of employment including the executive positions and the members of the City Council to keep up with health premium rate increases. With the monthly Benefit Allotment increase, full-time non-exempt staff will receive $1,370 and full- time exempt staff and City Council Members will rece ive $1,400 to be used towards health benefits. The approximate annual cost to implement these actions is $165,163. • Alternative Retirement System for Part-Time Employees: Part-Time non-benefited employees are currently enrolled into Social Security while full-time employees are enrolled in the California Public Employees Retirement System (CalPERS). Contributions to Social Security are made by both the employees and employer at the rate of 6.2% each for a total of 12.4% of payroll. In lieu of Social Security, an Alternative Retirement System (ARS) may be created. It is recommended that an ARS for part - time employees be established in a form similar to a deferred compensation 457 plan. The total required contribution to an ARS is 7.5% and would be fully paid by the employee. Payments are made on a pre-tax basis (Social Security is on an after-tax basis). This effectively results in the same take home pay so the employee is kept whole, even after the increased contribution. Benefits of an ARS include: ➢ 100% immediate vesting, with no waiting period as required by Social Security. ➢ Portability - upon separation, the employee can keep the deferred compensation plan, cash out the contributions, or roll the account over into another qualified investment plan. ➢ Pre-tax contribution instead of after-tax contribution. There is a $25 per employee annual administration fee which is proposed to be paid by the City, for a total approximate annual cost of $1,500. The proposed Part-Time payroll for FY 19/20 is approximately $792,000. By moving to an ARS, a net savings of approximately $36,830 (based on an October 1, 2019 implementation date) could be realized and is incorporated into the proposed budget for the first year. Annual savings would increase to approximately $49,100 thereafter. Separate Council 1 Packet Pg. 10 action will be required to authorize the ARS plan details. • Minimum Wage: Effective January 1, 2020, California’s minimum wage will rise to $13 per hour. Adjustments to the Part-Time salary schedule to comply with state law will have a negligible impact based on the current makeup of the part-time staff. Moving forward, the Minimum Wage increases to $14 per hour in 2021 and $15 per hour in 2022 will have more significant financial implications. • Benefit Allotment “Opt Out” Alternative: Staff is also exploring additional benefit alternatives that could be implemented to limit future expenses. One option being considered is to lower the amount of the benefit allotment that an employee receives should they choose to “opt out” of the medical benefits. This is envisioned to apply to new hires and would result in potential saving prospectively. Separate Council action will be required to implement this change. • CalPERS Unfunded Pension Liability: Each year, as part of its required contributions to CalPERS, the City must make a payment towards the City’s unfunded pension liability. CalPERS has set the minimum payment due each year which is based on a 30-year amortization schedule. The City makes this payment each July and by making a voluntary lump sum payment (rather than a monthly payment) in order to realize a 3.5% discount. As presented in the Long-Term Financial Forecast, it is estimated that if the City pays this liability down over 15 years the savings would be approximately $1.9 million. During FY 19/20 it is proposed that the City pay approximately $520,000 as set forth in the 15 -year amortization schedule vs. the $341,000 it would have paid if using the 30 - year amortization schedule ($179,000 net difference). • Personnel: The City Council has made the development and maintenance of a professional and effective workforce to serve the public a priority. It is the duty and responsibility of the City Manager to periodically review departmental operations and staffing structures for efficient, cost effective, and economical delivery of services to the public and to conduct long-term organizational and succession planning. Within a four-month period between November 2018 and February 2019, the Engineering Division of the Public Works Department accepted the resignations of an Assistant/Associate Engineer and Senior Civil Engineer, reducing division staffing levels by 50%. The department also has a vacant Maintenance Worker/Senior Maintenance Worker position which has proven difficult to recruit for and retain over the past several years. With these vacancies, contract services have been engaged to ensure service expectations are met. Following a thorough review of the current operational, technical and staffing needs of the department, the following recommendations are proposed: 1 Packet Pg. 11 • Add three new job classifications and fund the positions, as follows: o Public Works Manager/Assistant City Engineer This position would replace the vacant Senior Civil Engineer position and provide management oversight of the three divisions within the Public Works Department (Engineering, Street Maintenance, and Parks & Facilities). The position would also serve as the Assistant City Engineer, providing support for the Capital Improvement Program, Traffic Engineering/Management functions, and general departmental administration. The recommended salary schedule placement is 46E ($106,811.32 - $143,137.38) as an Exempt Manager with commensurate benefits, resulting in an annual net salary increase between $5,583 and $7,481. o Engineering Technician This position would replace the vacant Assistant/Associate Engineer position and would be primarily dedicated to the public counter assisting with the development review process and other public inquires to the Engineering Division. This is intended to improve customer service and provide greater coordination with planning and building through the development review process. The recommended salary schedule placement is 17NE ($52,225.63 - $69,987.34) as a non-exempt overtime eligible employee with commensurate benefits, resulting in an annual net salary decrease between $27,242 and $36,507. o Public Works Inspector The City relies heavily on contract services for public works inspections of streets and other City infrastructure. By bringing the work in-house, the City would realize an estimated $250,000 in annual savings based on the proposed Capital Improvement Projects and other work within the City’s Rights-of-Way. The recommended salary schedule placement is 17NE ($52,225.63 - $69,987.34) as a non-exempt overtime eligible employee with commensurate benefits. The position would replace the vacant Maintenance Worker/Senior Maintenance Worker position and result in a net annual salary increase between $8,290 and $11,100. o Adjust the Senior Civil Engineer salary schedule and defund the position. It is recommended that the salary range for this position be adjusted 10% downward from 44E to 40E ($90,294.40 - $121,003.14). This recommendation is based on the City’s labor 1 Packet Pg. 12 market survey group and is in line with the commensurate job duties of a Senior Civil Engineer. • Defund one (1) of the three (3) Assistant/Associate Engineer positions. • Defund one (1) of the four (4) Maintenance Worker/Senior Maintenance Worker positions. In summary, the proposed reorganization maintains the same number of personnel and reduces reliance on contract services by approximately $250,000 annually, thereby resulting in an annual net savings of approximately $263,369 to $267,926. Considering the other personnel related items, including the COLA/Benefit Allotment and Alternative Retirement Program for Part-Time Employees, there is an overall annual net savings of approximately $132,886 to $149,003. o Economic Development – Amount is down $34,710 based on estimated as - needed services. Also included is $22,500 allocated for Restaurant Week. • Public Safety (Law Enforcement, Volunteer Patrol, Fire Protection, Animal Control, Emergency Preparedness) o Law Enforcement – The FY 19/20 law enforcement service level authorization is unchanged from FY 18/19 and includes 17 sworn deputies (including the STAR deputy) and two non-sworn personnel. The City’s service level authorization is supplemented by command staff (Captain and Service Area Lieutenant) sworn personnel assigned to the station (Watch Commanders, Sergeants, Detectives, administrative staff, etc.), special units (Major Crimes, Narcotics, etc.), facilities, and equipment that are included in the base cost of contract personn el. The FY 19/20 law enforcement contract rate increase is 4.91% (rounded to 5.0% in the budget) and the Liability Trust Fund (LTF) rate applied to each position is 11%. These increases result in a total law enforcement contract amount of $6,923,660, an increase of $359,757 from FY 18/19. The FY 19/20 contract amount represents 26.1% of the General Fund expenditures. An additional $100,000 is proposed from the Law Enforcement Reserve Fund for as - needed special assignments and suppression patrols which have proven to be a cost- effective approach to reducing crime and responding to specific public safety issues throughout the year. o Crossing Guards – The City currently provides Crossing Guards at 17 elementary and middle schools. The total budget for crossing guard services is $186,940 which is a $12,940 increase over the previous year. • Community Development (Planning, Building & Safety, Neighborhood Improvement) 1 Packet Pg. 13 o Building & Safety - Decrease in overall expenses of $158,265 is reflective of the lower permit activity projected. • Parks & Recreation (Diamond Bar Center, Recreation) o Recreation – FY 18/19 saw the formation of the Special Events Sub -Committee which looked at the City’s existing special events schedule and determined what mix of events would best represent the wants and needs of the residents of Diamond Bar. Costs are down 2.7% in the Recreation department primarily due to changes in the Special Events schedule during FY 19/20. Here is a summary of the changes: ➢ 4th of July Bash: Due to construction at Diamond Bar High School until at least 2023, this event is on hiatus. In its place there will be an extra Concert/Movie in the Park event with a patriotic theme the week of the 4 th of July. ➢ Winter Snow Fest/Holiday Event: Last year was the first year that the annual Winter Snow Fest was moved from January to early December with the rescheduled event incorporating a distinct holiday theme. This change will remain in place during FY 19/20. ➢ City Birthday Party: In April 2019, the City celebrated 30 years of cityhood with the April Birthday Party event. In subsequent years, the City will celebrate with a much smaller, informal gathering with the large -scale Birthday Party event being held in milestone years like the 35th, 40th, etc. ➢ Breakfast with the Bunny: A Breakfast with the Bunny program replaced the Easter Egg Hunt this year which resulted in positive family event in a more controlled environment. This change will remain in place during FY 19/20. • Public Works (PW Administration, Engineering, Road Maintenance, Parks & Facilities Maintenance, Landscape Maintenance) o Engineering – Includes $150,000 for Safe Routes to School Updates consistent with the Strategic Plan Item. Safe Route to School Grants would be sought to off-set this expense. Staff has been working with Metro to identify traffic related services that are currently paid for with General Fund funds that could be paid for with alternative funds such as Proposition A or Proposition C funds. Staff has been able to reprogram n early $300,000 worth of goods and services previously paid for by the General Fund and move them over to Prop A and C. Due to the staffing changes previously discussed, the contract services are much lower for FY 19/20. o Landscape and Lighting Assessment Districts - As in previous years, the General Fund has subsidized the Lighting and Landscape Assessment Districts. With 1 Packet Pg. 14 rising maintenance and utility costs, and a fixed amount of property tax assessment revenue available, General Fund Reserves are requ ired to fund the deficit in each District. To balance these budgets, a transfer of $425,939 is required. This is approximately $129,900 lower than the anticipated subsidy for FY 18/19. FY 18/19 costs were higher due to a higher than average tree trimming costs and increased assessment engineer costs related to the ballot initiative discussed below. LLAD District Proposed Expenditures Est. Assessment Resources Est. General Fund Resources #38 $336,829 $276,330 $60,499 #39 $463,832 $294,764 $169,068 #41 $321,658 $122,157 $199,501 Total $1,122,319 $693,251 $429,068 As the Council is aware, staff is in the process of conducting a Proposition 218 election to determine if property owners are in favor of increasing the property tax assessments in District #39 and #41. Meetings were held May 13 and 14 and information has been mailed to all affected property owners. The results of the election are expected in mid - July 2019. If successful, the General Fund subsidies could be reduced by as much as $367,399. • Use of General Fund Reserves – The following table summarizes the use of General Fund Reserves for those items mentioned above. Use of General Fund Reserves $ Amount Capital Improvement Projects (carryover)* $467,459 LLADs $429,068 Total $896,527 *Carryover from FY 18/19 • Special Funds Special Funds are generally used to set aside General Fund revenue from one year for a specific purpose over more than one budget cycle. This ensures that the funds will not go into General Fund reserves at the end of the year and get reprogrammed for other purposes in future years. Fund 011 – Community Organization Support Fund As in previous years, $20,000 will be set aside for the Community Organization Support Fund which helps local non-profit organizations. Fund 012 – Law Enforcement Reserve Fund During FY 19/20 up to $100,000 will be transferred out of the Law Enforcement 1 Packet Pg. 15 Reserve Fund into the General Fund in order pay for as-needed additional suppression patrols throughout the City. Fund 018 – Technology Reserve Fund Over the last few years the Technology Reserve Fund has accumulated funds in anticipation of the purchase of new Finance and Recreation systems. Now that both systems are either done or underway, this fund will be used to collect th e fees assessed on building permits designated as “permit system replacement” fees. This is a fee that has been in place for over a year now and will help to replace the Land Management system. Fund 020 – Other Post-Employment Benefits Fund In FY 2014-15 the City Council set aside resources in order to fund the City’s Other Post-Employment Benefits unfunded liability. At that time approximately $596,000 was set aside in its own fund. The City’s actuary recommended that the City contribute its annual Actuarial Required Contribution (ARC) to California Employer’s Retiree Benefit Trust (CERBT) from this reserve fund. As in past years, the ARC is estimated to be $88,000 during FY 19/20. As actuarial assumptions and demographics change, so does the Cit y’s OPEB liability. At June 30, 2018 the City’s total OPEB liability was $781,925. There was $240,630 in the CERBT account which means that the City’s net OPEB liability was $541,295 at the end of last fiscal year. The City continues to make annual contributions to bring this net liability down each year. • Special Revenue Funds The City has several special revenue funds which account for and report proceeds for specific revenue sources that are restricted for specified purposes. Some examples of special revenue funds utilized by the City Bar include Measure M Fund, Measure R Fund, Prop A & C Funds and the Lighting and Landscape District Funds. Each of these funds has a specific revenue source and strict guidelines as to how those resources may be spent. The City uses these restricted resources to pay for things such as slurry seal projects, transit related programs, park projects and solid waste reduction programs. There is one proposed new fund in the FY 19/20 draft budget which is Fund 107 for revenues anticipated for Measure W. The Safe Clean Water Act (ACW Program), also known as Measure W, was passed by the voters in November 2018. The revenue generated from this measure is intended to maximize the ability of local governments to address local storm water and urban runoff challenges and is to be used for water quality improvements within the City. It is anticipated that the City will receive $900,000 annually as part of this program. During FY 19/20 staff has identified 4 capital improvement projects that these funds are an appropriate funding source. 1 Packet Pg. 16 • Internal Service Funds (Self-Insurance Fund, Vehicle Maintenance & Replacement Fund, Equipment Maintenance & Replacement Fund, Building Facility & Maintenance Fund) Self-Insurance Fund - CJPIA covers the City’s property, pollution liability, crime, workers compensation and general liability insurance needs. The premiums for FY 19/20 are anticipated to be about $31,325 (6.7%) higher than FY 18/19 premiums. Vehicle Maintenance & Replacement Fund – A total of $150,000 is recommended to be transferred from the General Fund in FY 18/19 in order to replenish this fund for the purchase and maintenance of vehicles in both FY 18/19 and FY 19/20. ➢ Includes the purchase of a new truck ($40,000) to replace the 2006 F-250 for Public Works Department. ➢ Includes the purchase of a portable message board ($25,000) for the Street Maintenance division. ➢ Includes a new speed radar trailer ($15,000) Equipment Maintenance & Replacement Fund ➢ Provides $20,000 for a copier replacement at the Diamond Bar Center. ➢ Provides $54,000 for scheduled server replacements. ➢ Includes $589,225 in anticipated costs for the first year of the ERP system project approved by the City Council on 5/7/2019. • Debt Service Fund In order to take advantage of historically low interest rates, the 2002 variable rate bond to finance the Diamond Bar Center was refinanced into a fixed rate bond during FY 2011-12. The debt service payment during FY 19/20 will be $857,306. The outstanding balance at June 30, 2020 will be $8,315,000. Attachments: 1. 1.a 001-GF Budget Totals 2. 1.b FY 19.20 Operating Budget Study Session 1 Packet Pg. 17 Attachment 1 FY 2017-18 FY 2018-19 FY 2018-19 FY 2019-20 % Actual Adjusted Projected Proposed Change ESTIMATED RESOURCES Property Taxes $5,187,630 $5,396,669 $5,391,500 $5,577,160 3.4% Other Taxes 7,843,845 7,908,000 8,011,888 8,075,000 0.8% State Subventions 6,011,177 6,257,924 6,285,505 6,519,465 3.7% From Other Agencies - 840,000 888,500 175,000 -80.3% Fines and Forfeitures 459,615 407,500 415,000 430,000 3.6% Current Services Charges 3,171,171 2,814,094 2,744,991 2,311,810 -15.8% Use of Money & Property 972,280 1,424,860 1,338,250 1,503,500 12.3% Cost Reimbursements 176,437 215,777 215,777 127,150 -41.1% Transfers-In Other Funds 1,099,269 1,027,348 962,348 1,229,936 27.8% Fd Balance Reserves 2,633,643 5,953,311 5,227,685 896,527 -82.9% Total Estimated Resources $27,555,067 $32,245,483 $31,481,444 $26,845,548 -14.7% APPROPRIATIONS City Council $171,149 $185,227 $187,069 $189,232 1.2% City Attorney 760,265 741,491 741,491 210,000 -71.7% City Manager/City Clerk 1,372,818 2,915,555 2,806,605 1,597,556 -43.1% Finance 770,653 785,428 783,486 841,816 7.4% Human Resources 328,948 429,150 426,700 449,270 5.3% Safety Program 7,503 26,500 22,500 19,800 -12.0% Information Systems 1,147,375 1,256,565 1,235,365 1,256,840 1.7% Civic Center 468,841 613,383 613,380 647,502 5.6% Public Information 767,336 704,218 673,618 692,272 2.8% Economic Development 191,792 298,160 297,414 273,139 -8.2% Law Enforcement 6,646,313 7,033,503 6,968,203 7,409,850 6.3% Volunteer Patrol 2,654 4,000 4,000 6,000 50.0% Fire 11,955 12,500 12,500 12,500 0.0% Animal Control 173,511 184,671 184,671 196,501 6.4% Emergency Preparedness 51,391 72,200 60,804 70,050 15.2% Community Dev./Planning 636,138 663,434 664,000 721,579 8.7% Building & Safety 820,017 861,772 861,772 703,757 -18.3% Neighborhood Improvement 282,922 301,404 300,086 307,813 2.6% Parks & Recreation Admin 2,303 - - - Diamond Bar Center - Oper.1,128,546 1,429,839 1,424,345 1,440,125 1.1% Recreation 1,754,205 2,101,287 2,044,395 1,988,439 -2.7% Public Works - Admin 785,450 703,201 672,843 729,030 8.4% Engineering 520,978 1,195,977 1,114,080 932,263 -16.3% Road Maintenance 1,604,667 1,838,948 1,731,792 1,566,328 -9.6% Park & Facilities Maintenance 2,016,462 1,543,345 1,533,852 1,460,368 -4.8% Landscape Maintenance 342,613 347,713 347,713 331,885 -4.6% Transfer-Out Other Funds 2,869,792 5,514,022 4,956,489 2,443,684 -50.7% Total Appropriations 25,636,597 31,763,493 30,669,173 26,497,599 -13.6% Excess Resources over Appropriations $1,918,470 $481,990 $812,271 $347,949 Fund Balance Reserves @ Beg of Year 22,468,849 21,753,676 21,753,676 17,338,262 Less Appropriations Carry Over Less Uses of Fd Bal Reserves (2,633,643) (5,953,311) (5,227,685) (896,527) Estimated Fd Bal Reserves @ 06/30 21,753,676 16,282,355 17,338,262 16,789,684 Uses of Fund Balance Reserves: Transfer out - CIP 738,733 2,323,933 1,615,694 467,459 Transfer out - LLADS 234,801 560,912 561,833 429,068 Transfer out - Technology Reserve 100,000 - - - Special Legal Counsel 493,509 796,491 796,491 - New Finance System - 840,442 840,442 - New Recreation System 26,825 - New Land Management System - 30,000 30,000 - GF Carryovers from FY 17/18 183,192 183,192 - Purchase of YMCA Property 735,882 - Purchase of Tres Hermanos - 1,200,033 1,200,033 - Economic Development 191,792 - - - Professional Svcs - Ballot Measure 112,101 18,308 - - 2,633,643 5,953,311 5,227,685 896,527 CITY OF DIAMOND BAR GENERAL FUND BUDGET FY 2019-20 1.a Packet Pg. 18 City of Diamond Bar, California 48 FY 2019/20 Proposed Budget 1.b Packet Pg. 19 SUMMARY OF ESTIMATED FINANCIAL SOURCES & USES - ALL FUNDS General Fund Special Funds Special Revenue Funds Capital Projects Fund Debt Service Fund Internal Service Funds Fiduciary Funds Total EST. FUND BAL @ 6/30/2019 17,338,263 1,566,077 12,686,648 10,673 199 3,323,935 329,760 35,255,555 Estimated Revenues Property Taxes 5,577,160 —1,593,251 ————7,170,411 Other Taxes 8,075,000 —6,341,869 ————14,416,869 State Subventions 6,519,465 ——————6,519,465 From Other Agencies 175,000 —1,636,280 678,328 ———2,489,608 Fines & Forfeitures 430,000 ——————430,000 Current Service Charges 2,311,810 36,000 1,314,000 ————3,661,810 Use Of Money & Property 1,503,500 —74,800 —100 26,500 5,000 1,609,900 Cost Reimbursements 127,150 —91,470 ————218,620 Transfers In 1,229,936 20,000 499,068 7,903,246 860,706 596,451 88,000 11,197,407 Use of Reserves 896,527 440,700 1,456,841 ——1,098,625 —3,892,693 Total Revenue 26,845,548 496,700 13,007,579 8,581,574 860,806 1,721,576 93,000 51,606,783 Expenditures by Function City Administration 1,996,788 20,000 —————2,016,788 Administration & Support 4,180,639 20,000 68,700 ————4,269,339 Public Safety 7,694,901 —20,000 ————7,714,901 Community Development 1,733,149 268,700 115,271 ————2,117,120 Parks & Recreation 3,428,564 ——————3,428,564 Public Works 5,019,874 —4,237,885 ————9,257,759 Capital Projects ———8,581,574 ——8,581,574 Debt Service ————860,806 ——860,806 Internal Service —————1,721,576 —1,721,576 Transfers Out 2,443,684 188,000 8,565,723 ————11,197,407 Total Expenditures 26,497,599 496,700 13,007,579 8,581,574 860,806 1,721,576 —51,165,834 Use of Reserves 896,527 440,700 1,456,841 ——1,098,625 —3,892,693 EST. FUND BAL @ 6/30/2020 16,789,685 1,125,377 11,229,807 10,673 199 2,225,310 422,760 31,803,811 Net Change In Fund Balance (548,578)(440,700)(1,456,841)——(1,098,625)93,000 (3,451,744) Percentage of Change (3.2)%(28.1)%(11.5)%—%—%(33.1)%28.2%(9.8)% CONSOLIDATED FINANCIAL SCHEDULE City of Diamond Bar, California 49 FY 2019/20 Proposed Budget 1.b Packet Pg. 20 Resources Uses Fund # Fund Title FB Reserves @ 06/30/19 Revenues Transfers In Total Resources Expenditures Transfers Out FB Reserves @ 06/30/20 % Change in FB Reserves Explanation of Change in FB Reserves Greater Than 10% 1 General Fund 17,338,263 24,719,085 1,229,936 43,287,284 24,053,914 2,443,684 16,789,686 (3)% GF Reserves are being used primarily for CIP projects and subsidy of LLAD's 11 Com Organization Support Fund ——20,000 20,000 20,000 ———% 12 Law Enforcement Reserve Fund 1,013,311 ——1,013,311 —100,000 913,311 (10)%Money to be used for as-needed assignments and suppression patrols 15 General Plan Revision Fund 292,653 ——292,653 268,700 —23,953 (92)%Money set aside for GP will be expended 18 Technology Reserve Fund 1,500 36,000 —37,500 ——37,500 2400 %Money is being collected for the update of the Land Management System 20 OPEB Reserve Fund 258,613 ——258,613 20,000 88,000 150,613 (42)%Reserves are being invested into OPEB Trust 107 Measure W —900,000 —900,000 —453,000 447,000 —% 108 Road Maintenance & Rehab (RMRA)1,181,511 952,348 —2,133,859 —1,806,811 327,048 (72)%Reserves are being used for CIP projects 109 Measure M Fund 371,042 825,413 —1,196,455 —1,152,691 43,764 (88)%Reserves are being used for CIP projects 110 Measure R Fund (6,774)726,266 —719,492 —719,492 —(100)%Reserves are being used for CIP projects 111 Gas Tax Fund 72,986 1,498,315 —1,571,301 —1,472,821 98480 35 %The annual allocation is more that expenses this year 112 Prop A - Transit Fund 397,467 1,916,574 —2,314,041 1,903,427 378,102 32,512 (92)%Reserves are being built up for future projects 113 Prop C - Transit Fund 877,333 974,751 —1,852,084 448,468 883,031 520,585 (41)%Reserves are being used for CIP projects 114 MAP-21 Fund 363 ——363 ——363 —% 115 Integrated Waste Mgt Fund 1,278,463 653,470 —1,931,933 589,771 10,000 1,332,162 4 %The annual allocation is more that expenses this year 116 Traffic Mitigation Fund 6,957,013 8,000 —6,965,013 —110,000 6,855,013 (1)%Reserves are being used for CIP projects 117 Sewer Mitigation Fund 66,579 2,000 —68,579 —16,138 52,441 (21)%Reserves are being used for CIP projects 118 Air Quality Improvement Fd 90,545 74,500 —165,045 51,000 16,948 97,097 7 %The annual allocation is more that expenses this year 119 SB821 Trails (TDA)—151,298 —151,298 —109,918 41,380 —% 120 MTA Grants Fund —777,898 —777,898 —777,898 ——% 121 Waste Hauler Fund 469 137,000 —137,469 —134,469 3000 540 %The annual allocation is more that expenses this year 122 Park Fees (Quimby) Fd 107,663 3,500 —111,163 —36,250 74,913 (30)%Reserves are being used for CIP projects 123 Prop A - Safe Neighborhood Pks Fd 41,538 ——41,538 ——41,538 —% 124 Park & Facility Development Fd 48,722 1,000 —49,722 —25,000 24,722 (49)%Reserves are being used for CIP projects 125 Community Dev Block Grant Fd 44,843 275,324 —320,167 115,271 160,000 44,896 —% 126 Citizens Option for Public Sfty Fd 245,942 104,500 —350,442 10,000 118,154 222,288 (10)%Reserves are being used for Law Enforcement purposes 128 CA Law Enforcement Eq Fund 14,534 200 —14,734 10,000 —4,734 (67)%We no longer receive this funding source 131 Street Beautification 392,439 2,000 —394,439 ——394,439 1 %Reserves are being built up for future projects 132 Measure A Neighborhood Parks Act 46,000 231,000 —277,000 —185,000 92,000 100 %Reserves are being built up for future projects 133 CASP (SB1186) Fund 14,165 8,100 —22,265 ——22,265 57 %Reserves are being built up for future projects 134 Tres Hermanos ——70,000 70,000 70,000 ———% 135 PEG Fees Fund 373,302 104,000 —477,302 68,700 —408,602 9 %The annual allocation is more that expenses this year 138 Landscape Maint Dist - 38 —276,330 60,499 336,829 336,829 ———% 139 Landscape Maint Dist - 39 —294,764 169,068 463,832 463,832 ———% 141 Landscape Maint Dist - 41 —122,157 199,501 321,658 321,658 ———% FUND BALANCE City of Diamond Bar, California 52 FY 2019/20 Proposed Budget 1.b Packet Pg. 21 FB Reserves @ Resources Uses Fund # Fund Title FB Reserves @ 06/30/18 Revenues Transfers In Total Resources Expenditures Transfers Out FB Reserves @ 06/30/19 % Change in FB Reserves Explanation of Change in FB Reserves Greater Than 10% 160 Used Oil Grant 16,486 15,800 —32,286 15,900 —16,386 (1)% 161 Beverage Recycling Grant 54,016 15,162 —69,178 37,000 —32,178 (40)%Reserves are being used for expanded programs 250 Capital Improvement Project Fd 10,673 678,328 7,903,246 8,592,247 8,581,574 —10,673 —% 370 Debt Service Fund 199 100 860,706 861,005 860,806 —199 —% 510 Self Insurance Fund 1,000,000 9,000 487,451 1,496,451 496,451 —1,000,000 —% 520 Vehicle Maint & Replacement Fund 435,333 5,000 —440,333 226,900 —213,433 (51)%No transfer in this FY so expenses are funded w/reserves 530 Equipment Maint & Repl Fd 1,682,495 5,500 109,000 1,796,995 848,225 —948,770 (44)%Reduction in reserves is due to depreciation expense 540 Building Facility & Maint Fund 206,107 7,000 —213,107 150,000 —63,107 (69)%No transfer in this FY so expenses are funded w/reserves 620 OPEB Trust Fund 329,760 5,000 88,000 422,760 ——422,760 28 %Contribution being made from OPEB Reserve Fund Grand Totals 35,255,554 36,516,683 11,197,407 82,969,644 —39,968,426 11,197,407 31,803,811 FUND BALANCE City of Diamond Bar, California 53 FY 2019/20 Proposed Budget 1.b Packet Pg. 22 City of Diamond Bar, California 54 FY 2019/20 Proposed Budget 1.b Packet Pg. 23 Property Taxes 5,577,160 20.8% Other Taxes 8,075,000 30.1% Subventions -State 6,519,465 24.3% From Other Agencies 175,000 0.7% Fines &Forfeitures 430,000 1.6% Current Service Charges 2,311,810 8.6% Use of Money and Property 1,503,500 5.6% Cost Reimbursements 127,150 0.5% Transfers In-Other Funds: 1,229,936 4.6%Fund Balance Reserves 896,527 3.3% Total Revenue: $26,845,548 FY 2019/20 GENERAL FUND REVENUE City of Diamond Bar, California 63 FY 2019/20 Proposed Budget 1.b Packet Pg. 24 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed Property Taxes 30010 Current Secured $4,824,840 $5,043,469 $5,043,000 $5,250,560 30020 Current Unsecured 187,673 188,000 188,000 188,000 30050 Supplemental Roll 138,830 124,700 125,000 132,250 30100 Prior Year Property Tax (8,804)(10,000)(10,000)(10,000) 30200 Misc. Property Taxes ———— 30250 Interest Penalties & Delinquencies 15,481 20,000 15,000 16,350 Total Property Taxes $5,158,020 $5,366,169 $5,361,000 $5,577,160 Other Taxes 31010 Sales Tax $4,999,873 $5,098,000 $5,169,000 $5,020,000 31200 Transient Occupancy Tax 1,019,915 1,250,000 1,250,000 1,400,000 31210 Franchise Tax 1,419,605 1,285,000 1,317,888 1,380,000 31250 Property Transfer Tax 404,452 275,000 275,000 275,000 Total Other Taxes $7,843,845 $7,908,000 $8,011,888 $8,075,000 Subventions - State 31340 Homeowners Exemption $29,610 $30,500 $30,500 $30,000 31700 Motor Vehicle in Lieu (VLF)30,039 —27,581 — 31701 VLF - Property Tax in Lieu 5,981,138 6,257,924 6,257,924 6,489,465 Total Subventions - State $6,040,786 $6,288,424 $6,316,005 $6,519,465 From Other Agencies 31900 Intergovernmental Revenue - Other Cities $—$840,000 $888,500 $175,000 Total From Other Agencies $—$840,000 $888,500 $175,000 Fines & Forfeitures 32150 Vehicle Code Fines $165,501 $185,000 $155,000 $160,000 32200 General Fines 27,569 15,000 10,000 15,000 32210 Municipal Code Fines 5,044 5,000 25,000 30,000 32230 Parking Fines 243,226 185,000 215,000 215,000 32250 Vehicle Impound Fees 6,400 7,500 10,000 10,000 32270 False Alarm Fees 11,875 10,000 —— Total Fines & Forfeitures $459,614 $407,500 $415,000 $430,000 Current Service Charges Building Fees: 34110 Building Permits $555,354 $476,219 $476,219 $369,900 34120 Plumbing Permits 147,278 117,873 117,873 48,785 34130 Electrical Permits 69,767 67,752 67,527 53,425 34140 Mechanical Permits 47,113 56,961 56,961 28,225 34200 Permit Issuance Fee 86,745 91,378 91,378 72,065 34250 Inspection Fees 339 8,653 8,653 6,820 34300 Plan Check Fees 528,552 498,939 498,939 470,920 34310 Plan Retention Fee 41,169 55,194 55,194 24,070 34350 SMIP Fees 6,236 5,273 5,273 4,155 34355 Building Standards Admin Fee 2,114 2,087 2,087 1,645 34415 Waste Reduction Fees 2,604 900 900 500 Sub-Total $1,487,272 $1,381,229 $1,381,004 $1,080,510 GENERAL FUND REVENUE OVERVIEW City of Diamond Bar, California 64 FY 2019/20 Proposed Budget 1.b Packet Pg. 25 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed Planning Fees: 34430 Current Planning Fees $136,265 $192,000 $125,000 $125,000 34435 Planning Administration Fees ———— 34550 Developer Fees ———— 34554 Willow Heights Park Improvement Fees ———— 34556 South Pointe Developer Fees 500,000 110,000 110,000 — 34560 Business License Fees 27,067 20,000 24,000 27,000 34561 Business License Late Fees 4,092 2,500 2,500 2,500 Sub-Total $667,424 $324,500 $261,500 $154,500 Engineering Fees: 34610 Engineering - Plan Check Fees $23,875 $37,000 $37,000 $37,000 34620 Engineering - Address Change Fee 3,839 2,000 2,000 2,000 34630 Engineering - Encroachment Fees 90,856 90,000 90,000 95,000 34640 Engineering - Inspections Fees 18,403 25,000 25,000 25,000 34650 Soils/Traffic/Misc Engineering Fees 29,491 35,000 35,000 35,000 34660 Traffic Mitigation - Engineering 11,919 ——— 34662 Waste Hauler Fees 190,000 195,000 195,000 203,000 34665 Industrial Waste Fees 35,612 40,000 35,000 35,000 Sub-Total $403,994 $424,000 $419,000 $432,000 Recreation Fees: 34720 Community Activities $38,101 $64,550 $65,550 $29,600 34730 Senior Activities 39,715 40,350 40,350 41,500 34740 Athletics 47,789 63,750 63,750 58,200 34760 Fee Programs 241,581 260,715 258,840 259,500 34780 Contract Classes 245,294 255,000 255,000 256,000 34800 Special Event Fees 16,740 ——— Sub-Total $629,220 $684,365 $683,490 $644,800 Total Current Service Charges $3,187,911 $2,814,094 $2,744,994 $2,311,810 Use of Money and Property Misc Use of Money & Property 36600 Returned Check Charges $485 $460 $150 $150 36630 Sale of Fixed Assets ———— 36637 Film Permits 3,153 3,000 3,000 3,000 36660 Donations 1,650 500 1,100 500 36900 Miscellaneous Revenue 27,526 10,000 10,000 10,000 Sub-Total $32,814 $13,960 $14,250 $13,650 Investments 36100 Investment Earnings $398,794 $420,900 $420,900 $485,750 36110 Unrealized Gain/(Loss) on Invests (472,353)——— 36120 Gain/Loss On Sale of Investments 4,139 7,500 —— Sub-Total $(69,420)$428,400 $420,900 $485,750 GENERAL FUND REVENUE OVERVIEW City of Diamond Bar, California 65 FY 2019/20 Proposed Budget 1.b Packet Pg. 26 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed Rents & Concessions 36610 Rents & Concessions $154,144 $150,000 $160,000 $160,000 36615 Diamond Bar Center Rental 788,339 725,000 650,000 725,000 36618 Facility Security 38,566 39,000 52,500 52,500 36620 Heritage Park Building Rental 19,165 25,000 20,000 20,000 36622 Pantera Park Building Rental ———5,000 36625 Parks & Fields Rental 19,511 15,000 15,000 10,000 36627 Concert Share Revenue ———24,600 Sub-Total $1,019,724 $954,000 $897,500 $997,100 Taxable Sales 36640 City Store Sales $45 $—$—$— 36650 Sale of Printed Material 963 2,500 1,000 1,000 Sub-Total $1,008 $2,500 $1,000 $1,000 Property Damage 36800 Property Damage - Public Works $20,936 $24,000 $4,500 $5,000 36810 Property Damage - Parks 32 2,000 100 1,000 Sub-Total $20,968 $26,000 $4,600 $6,000 Total Use of Money and Property $1,005,094 $1,424,860 $1,338,250 $1,503,500 Cost Reimbursements 36950 Cost Reimbursements $126,884 $215,777 $215,777 $127,150 Total Cost Reimbursements $126,884 $215,777 $215,777 $127,150 Transfers In-Other Funds: 39012 Transfer In - Law Enforcement Fund $—$100,000 $35,000 $100,000 39111 Transfer In - Gas Tax Fund 939,088 757,122 757,122 1,001,782 39115 Transfer In - Integrated Waste Mgmt. Fund 30,000 10,000 10,000 10,000 39123 Transfer In - Prop A Safe Parks Fund 35,000 50,000 50,000 — 39126 Transfer In - COPS Fund 95,180 110,226 110,226 118,154 Total Transfers In-Other Funds $1,099,268 $1,027,348 $962,348 $1,229,936 Fund Balance Reserves Use of Fund Balance Reserves $2,633,643 $5,748,010 $5,227,685 $896,527 GENERAL FUND TOTAL $27,555,065 $32,040,182 $31,481,447 $26,845,548 GENERAL FUND REVENUE OVERVIEW City of Diamond Bar, California 66 FY 2019/20 Proposed Budget 1.b Packet Pg. 27 City of Diamond Bar, California 67 FY 2019/20 Proposed Budget 1.b Packet Pg. 28 By Department City Administration $1,996,788 7.5% Administration & Support $4,177,639 15.8% Public Safety $7,694,901 29.0% Community Development $1,733,149 6.5% Parks &Recreation $3,428,564 12.9% Public Works $5,019,874 18.9%Transfers Out $2,443,684 9.2% Total Appropriations: $26,497,598 FY 2019/20 GENERAL FUND APPROPRIATIONS City of Diamond Bar, California 68 FY 2019/20 Proposed Budget 1.b Packet Pg. 29 By Category Personnel Services $8,469,095 32.0% Supplies $444,000 1.7%Operating Expenditures $2,655,170 10.0% Professional Services $1,132,745 4.3% Contract Services $11,278,404 42.6% Capital Outlay $74,500 0.3% Transfers $2,443,684 9.2% Total Appropriations: $26,497,598 FY 2019/20 GENERAL FUND APPROPRIATIONS City of Diamond Bar, California 69 FY 2019/20 Proposed Budget 1.b Packet Pg. 30 Personnel Operating Professional Contract Capital Department Services Supplies Expenditures Services Services Outlay Transfers Total Percentage Community Administration City Council $142,432 $250 $45,350 $1,200 $—$—$—$189,232 0.71 % City Attorney ———210,000 ———210,000 0.79 % City Manager/Clerk 1,201,681 31,000 188,375 176,500 ———1,597,556 6.03 % Finance 631,271 3,000 42,450 165,095 ———841,816 3.18 % Human Resources 398,565 3,000 45,705 2,000 ———449,270 1.70 % Health & Safety Program —7,300 4,500 8,000 ———19,800 0.07 % Information Systems 622,140 33,000 486,400 84,300 31,000 ——1,256,840 4.74 % Civic Center 139,076 44,000 459,926 2,500 —2,000 —647,502 2.44 % Public Information 391,197 34,250 173,475 88,650 4,700 ——692,272 2.61 % Economic Development 144,889 —11,250 105,000 12,000 ——273,139 1.03 % Law Enforcement —6,000 16,000 —7,387,850 ——7,409,850 27.96 % Community Volunteer Patrol —1,000 5,000 ————6,000 0.02 % Fire ————7,500 5,000 —12,500 0.05 % Animal Control ————196,501 ——196,501 0.74 % Emergency Preparedness —20,000 25,050 25,000 ———70,050 0.26 % Transfers Out ——————1,547,157 1,547,157 5.84 % Use of General Fund Reserves ——————896,527 896,527 3.38 % Community Development Planning 695,979 2,400 13,200 10,000 ———721,579 2.72 % Building and Safety 162,257 2,500 2,000 —537,000 ——703,757 2.66 % Neighborhood Improvement 251,263 1,200 5,050 —50,300 ——307,813 1.16 % Diamond Bar Center 873,600 36,000 283,435 19,500 205,090 22,500 —1,440,125 5.43 % Recreation Services 1,363,079 107,400 159,510 7,500 350,950 ——1,988,439 7.50 % Public Works - Admin 437,290 5,000 29,240 227,500 30,000 ——729,030 2.75 % Engineering 226,063 —4,250 —701,950 ——932,263 3.52 % Road Maintenance 405,328 61,000 100,000 —1,000,000 ——1,566,328 5.91 % Parks & Facilities Maintenance 382,986 45,700 555,004 —431,678 45,000 —1,460,368 5.51 % Landscape Maintenance ————331,885 ——331,885 1.25 % GENERAL FUND TOTAL $8,469,095 $444,000 $2,655,170 $1,132,745 $11,278,404 $74,500 $2,443,684 $26,497,598 100.00% Percentage of Total 31.96%1.68%10.02%4.27%42.56%0.28%9.22%100.00% FY 2019/20 GENERAL FUND APPROPRIATIONS City of Diamond Bar, California 70 FY 2019/20 Proposed Budget 1.b Packet Pg. 31 CITY ADMINISTRATION City of Diamond Bar, California 71 FY 2019/20 Proposed Budget ESTIMATED EXPENDITURES SUMMARY Organization #: 001-4010 through 001-4030 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES $1,111,496 $1,203,084 $1,204,226 $1,344,113 SUPPLIES 22,059 31,250 31,250 31,250 OPERATING EXPENDITURES 209,157 474,915 365,465 233,725 PROFESSIONAL SERVICES 961,521 927,991 929,191 387,700 DEPARTMENT TOTAL $2,304,233 $3,842,273 $3,735,165 $1,996,788 DEPARTMENT INCLUDES: 4010 City Council $189,232 4020 City Attorney 210,000 4020 City Manager/City Clerk's Office 1,597,556 Total Department Expenditures $1,996,788 City Council $189,232.1515 9.5% City Attorney $210,000 10.5% City Manager/City Clerk's Office $1,597,556 80.0% 1.b Packet Pg. 32 DEPARTMENT: City Administration DIVISION:City Council ORGANIZATION #:001-4010 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $44,910 $44,760 $44,760 $44,760 40070 City Paid Benefits 3,528 5,684 5,684 4,101 40080 Classic Member Retirement 5,731 2,828 2,828 3,162 40081 Classic Member - UAL Pmt —1,003 1,003 2,189 40082 PEPRA Member Retirement 49 2,167 2,167 2,024 40083 Worker's Comp. Expense —358 —— 40085 Medicare 3,253 1,327 1,327 695 40087 Social Security 62 —1,500 1,500 40090 Benefit Allotment 77,904 81,000 81,000 84,000 TOTAL PERSONNEL $135,436 $139,127 $140,269 $142,432 SUPPLIES 41200 Operating Supplies $143 $250 $250 $250 TOTAL SUPPLIES $143 $250 $250 $250 OPERATING EXPENDITURES 42112 Photography $50 $1,000 $500 $500 42125 Telephone 2,595 2,700 2,700 2,700 42315 Membership & Dues —500 500 500 42325 Meetings 1,046 1,000 1,000 1,000 42330 Travel-Conferences 12,927 22,650 22,650 22,650 42335 Travel-Mileage & Auto Allow 17,952 18,000 18,000 18,000 TOTAL OPERATING EXP $34,570 $45,850 $45,350 $45,350 PROFESSIONAL SERVICES 44000 Professional Services $1,000 $—$1,200 $1,200 TOTAL PROFESSIONAL SERVICES $1,000 $—$1,200 $1,200 DIVISION TOTAL $171,149 $185,227 $187,069 $189,232 CITY COUNCIL City of Diamond Bar, California 73 FY 2019/20 Proposed Budget 1.b Packet Pg. 33 DEPARTMENT: City Administration DIVISION:City Attorney ORGANIZATION #:001-4020 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PROFESSIONAL SERVICES 44020 Prof Svcs - General Legal $167,784 $155,000 $155,000 $170,000 44021 Prof Svcs - Special Legal 557,037 546,491 546,491 — 44023 Prof Svcs - Sp Lgl Code Enf 35,444 40,000 40,000 40,000 TOTAL PROFESSIONAL SVCS $760,265 $741,491 $741,491 $210,000 DIVISION TOTAL $760,265 $741,491 $741,491 $210,000 CITY ATTORNEY City of Diamond Bar, California 75 FY 2019/20 Proposed Budget 1.b Packet Pg. 34 DEPARTMENT:City Administration DIVISION:City Manager/ Clerk ORGANIZATION #:001-4030 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $699,572 $730,223 $730,223 $808,376 40020 Over-Time Wages 323 500 500 500 40030 Part Time Wages 20,957 36,875 36,875 36,666 40070 City Paid Benefits 6,478 7,800 7,800 7,272 40080 Classic Member Retirement 130,074 111,670 111,670 127,924 40081 Classic Member - UAL Pmt —39,594 39,594 82,641 40083 Worker's Comp. Expense 6,487 12,310 12,310 11,000 40084 Short/Long Term Disability 3,428 4,292 4,292 4,668 40085 Medicare 12,459 12,168 12,168 12,313 40087 Social Security 27 2,286 2,286 575 40090 Benefit Allotment 96,256 106,239 106,239 109,746 TOTAL PERSONNEL $976,060 $1,063,957 $1,063,957 $1,201,681 SUPPLIES 41200 Operating Supplies $18,559 $21,500 $21,500 $21,500 41300 Small Tools & Equipment 1,660 2,000 2,000 2,000 41400 Promotional Supplies 1,697 7,500 7,500 7,500 TOTAL SUPPLIES $21,915 $31,000 $31,000 $31,000 OPERATING EXPENDITURES 42110 Printing $5,566 $8,000 $8,000 $8,000 42113 Engraving Services 304 2,500 2,500 2,000 42115 Advertising 5,558 15,000 15,000 10,000 42120 Postage 17,620 25,000 25,000 25,000 42124 Technology 4,200 4,200 4,200 4,200 42125 Telephone 1,335 1,100 1,100 1,100 42130 Rental/Lease of Equipment 46 750 50 50 42140 Rental/Lease of Real Prop 53,159 54,000 54,000 56,000 42200 Equipment Maintenance 2,513 2,800 2,800 500 42315 Membership & Dues 38,122 44,575 44,575 44,835 42320 Publications 10,453 9,750 9,750 1,800 42325 Meetings 11,497 7,000 7,000 7,000 42330 Travel-Conferences 11,345 12,700 12,700 15,200 42335 Travel-Mileage & Auto Allow 11,015 6,440 5,440 4,940 42340 Education & Training 1,662 1,500 500 1,500 42390 Elections 191 233,750 127,500 6,250 TOTAL OPERATING EXP $174,587 $429,065 $320,115 $188,375 PROFESSIONAL SERVICES 44000 Professional Services $200,256 $186,500 $186,500 $176,500 TOTAL PROFESSIONAL SVCS $200,256 $186,500 $186,500 $176,500 MISCELLANEOUS EXPENDITURES 47230 Cont to other Govts $—$1,205,033 $1,205,033 $— Total Contract Services $—$1,205,033 $1,205,033 $— DIVISION TOTAL $1,372,818 $2,915,555 $2,806,605 $1,597,556 CITY MANAGER / CITY CLERK City of Diamond Bar, California 77 FY 2019/20 Proposed Budget 1.b Packet Pg. 35 ESTIMATED EXPENDITURES SUMMARY Organization #: 001-4050 through 001-4096 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES $1,938,858 $2,174,766 $2,174,955 $2,327,138 SUPPLIES 109,174 133,250 127,050 124,550 OPERATING EXPENDITURES 1,037,117 1,198,600 1,152,350 1,220,706 PROFESSIONAL SERVICES 529,946 511,414 506,984 455,545 CONTRACT SERVICES 45,764 62,274 58,024 47,700 CAPITAL OUTLAY 21,557 30,100 30,100 2,000 DEPARTMENT TOTAL $3,682,416 $4,110,404 $4,049,463 $4,177,639 DEPARTMENT INCLUDES: 4050 Finance $841,816 4060 Human Resources & Risk Management 449,270 4065 Health & Safety Program 19,800 4070 Information Systems 1,256,840 4093 Civic Center 647,502 4095 Public Information 692,272 4096 Economic Development 273,139 Total Department Expenditures $4,177,639 Finance $841,816 20.1% Human Resources $449,270 10.7%Health &Safety Program $19,800 0.5% Information Systems $1,256,840 30.1% Civic Center $647,502 15.5% Public Information $692,272 16.6% Economic Development $273,139 6.5% ADMINISTRATION & SUPPORT City of Diamond Bar, California 78 FY 2019/20 Proposed Budget 1.b Packet Pg. 36 DEPARTMENT: Administration & Support DIVISION:Finance ORGANIZATION #:001-4050 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $419,369 $415,056 $415,000 $424,430 40020 Over-Time Wages 1,196 2,000 3,000 6,000 40070 City Paid Benefits 4,984 5,142 5,142 4,898 40080 Classic Member Retirement 79,735 64,716 64,716 70,563 40081 Classic Member - UAL Pmt —22,946 22,940 45,558 40083 Worker's Comp. Expense 3,285 3,278 3,278 3,375 40084 Short/Long Term Disability 2,246 2,499 2,499 2,573 40085 Medicare 6,670 6,602 6,602 6,197 40090 Benefit Allotment 66,719 64,994 64,994 67,677 TOTAL PERSONNEL $584,205 $587,233 $588,171 $631,271 SUPPLIES 41200 Operating Supplies $1,819 $2,000 $2,000 $2,000 41300 Small Tools & Equipment —1,000 1,000 1,000 TOTAL SUPPLIES $1,819 $3,000 $3,000 $3,000 OPERATING EXPENDITURES 42110 Printing $5,508 $5,250 $5,250 $6,000 42124 Technology 1,200 1,200 1,200 1,200 42128 Banking Charges 14,107 18,600 18,600 19,000 42200 Equipment Maintenance —1,000 1,000 1,000 42315 Membership & Dues 1,030 1,250 1,250 1,250 42320 Publications —500 500 500 42325 Meetings 300 500 250 500 42330 Travel-Conferences 1,573 4,200 3,500 6,700 42335 Travel-Mileage & Auto Allow 3,248 3,500 3,500 3,500 42340 Education & Training 2,734 2,800 2,800 2,800 TOTAL OPERATING EXP $29,700 $38,800 $37,850 $42,450 PROFESSIONAL SERVICES 44000 Professional Services $77,420 $79,145 $81,765 $84,445 44010 Prof Svcs-Acctg & Auditing 77,509 77,250 72,700 80,650 TOTAL PROFESSIONAL SVCS $154,929 $156,395 $154,465 $165,095 DIVISION TOTAL $770,653 $785,428 $783,486 $841,816 FINANCE City of Diamond Bar, California 80 FY 2019/20 Proposed Budget 1.b Packet Pg. 37 DEPARTMENT: Administration & Support DIVISION: Human Resources & Risk Management ORGANIZATION #:001-4060 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $194,865 $276,577 $276,577 $283,799 40030 Part-Time Salaries 31 ——— 40070 City Paid Benefits 1,983 2,574 2,574 1,951 40080 Classic Member Retirement 40,835 43,396 43,396 46,111 40081 Classic Member - UAL Pmt —15,387 15,387 26,378 40083 Worker's Comp. Expense 1,548 1,618 1,618 1,658 40084 Short/Long Term Disability 1,156 1,234 1,234 1,264 40085 Medicare 2,958 4,179 4,179 4,164 40090 Benefit Allotment 30,840 32,040 32,040 33,240 40093 Benefits Administration 4,287 ——— TOTAL PERSONNEL $278,504 $377,005 $377,005 $398,565 SUPPLIES 41200 Operating Supplies $786 $1,500 $1,000 $1,500 41400 Promotional Supplies 1,616 1,500 1,500 1,500 TOTAL SUPPLIES $2,402 $3,000 $2,500 $3,000 OPERATING EXPENDITURES 42110 Printing $33 $1,500 $500 $500 42115 Advertising 987 1,000 1,000 2,000 42124 Technology 1,200 1,200 1,200 1,200 42315 Membership & Dues 4,523 4,855 4,855 5,205 42320 Publications 143 600 500 600 42325 Meetings 2,384 2,500 2,000 2,500 42330 Travel-Conferences 227 2,500 550 2,500 42335 Travel-Mileage/Auto Allow 1,481 1,740 1,740 — 42340 Education & Training 17,793 15,000 16,000 15,000 42341 Employee Tuition Reimb 5,405 3,500 4,100 3,500 42345 Pre-Employment Screening 11,342 8,000 8,000 8,000 42346 Misc Employee Benefits 1,337 1,500 1,500 1,500 42347 Employee Recognition Prgm.1,054 3,250 3,250 3,200 TOTAL OPERATING EXP $47,909 $47,145 $45,195 $45,705 PROFESSIONAL SERVICES 44000 Professional Services $133 $2,000 $2,000 $2,000 TOTAL PROFESSIONAL SVCS $133 $2,000 $2,000 $2,000 DIVISION TOTAL $328,948 $429,150 $426,700 $449,270 HUMAN RESOURCES & RISK MANAGEMENT City of Diamond Bar, California 82 FY 2019/20 Proposed Budget 1.b Packet Pg. 38 DEPARTMENT: Administration & Support DIVISION:HR - Safety Prog ORGANIZATION #:001-4065 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed SUPPLIES 41200 Operating Supplies $1,089 $1,000 $1,000 $1,000 41300 Small Tools & Equipment 1,409 10,000 10,000 4,300 41400 Promotional Supplies 1,867 2,000 1,000 2,000 TOTAL SUPPLIES $4,365 $13,000 $12,000 $7,300 OPERATING EXPENDITURES 42315 Membership & Dues $300 $—$—$— 42320 Publications ———500 42325 Meetings 117 1,500 1,500 1,000 42340 Education & Training 2,174 2,500 2,500 2,500 42347 Employee Recognition Program 548 500 500 500 TOTAL OPERATING EXP $3,139 $4,500 $4,500 $4,500 PROFESSIONAL SERVICES 44000 Professional Services $—$9,000 $6,000 $8,000 TOTAL PROFESSIONAL SVCS $—$9,000 $6,000 $8,000 DIVISION TOTAL $7,503 $26,500 $22,500 $19,800 HEALTH & SAFETY PROGRAM City of Diamond Bar, California 84 FY 2019/20 Proposed Budget 1.b Packet Pg. 39 DEPARTMENT: Administration & Support DIVISION:Info Systems ORGANIZATION #:001-4070 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $385,246 $417,868 $417,868 $433,452 40020 Over-Time Wages 1,437 1,500 1,500 1,500 40070 City Paid Benefits 3,551 4,777 4,777 4,067 40080 Classic Member Retirement 67,769 55,860 55,860 61,473 40081 Classic Member - UAL Pmt —19,806 19,806 39,947 40082 PEPRA Member Retirement 72 4,012 4,012 3,765 40083 Worker's Comp. Expense 5,779 4,848 4,848 6,380 40084 Short/Long Term Disability 2,061 2,461 2,461 2,570 40085 Medicare 5,376 6,067 6,067 6,319 40090 Benefit Allotment 57,602 60,417 60,417 62,667 TOTAL PERSONNEL $528,894 $577,616 $577,616 $622,140 SUPPLIES 41200 Operating Supplies $30,145 $32,500 $30,500 $31,000 41300 Small Tools & Equipment 1,834 2,500 1,300 2,000 TOTAL SUPPLIES $31,979 $35,000 $31,800 $33,000 OPERATING EXPENDITURES 42100 Photocopying $12,976 $16,000 $13,000 $16,000 42124 Technology 2,400 2,400 2,400 2,400 42125 Telephone 51,635 64,800 64,800 57,400 42200 Equipment Maintenance —3,500 4,250 3,500 42205 Computer Maintenance 329,204 366,506 351,806 394,200 42315 Membership & Dues 1,695 2,250 2,100 2,200 42320 Publications 216 200 200 200 42325 Meetings 40 1,000 600 600 42330 Travel-Conferences 3,496 4,200 4,200 4,200 42335 Travel-Mileage & Auto Allow 3,894 3,200 3,200 3,200 42340 Education & Training 2,322 3,000 2,500 2,500 TOTAL OPERATING EXP $407,877 $467,056 $449,056 $486,400 PROFESSIONAL SERVICES 44000 Professional Services $64,359 $52,000 $52,000 $51,000 44030 Prof Svcs-Data Processing 75,708 68,293 68,293 33,300 TOTAL PROFESSIONAL SVCS $140,067 $120,293 $120,293 $84,300 CONTRACT SERVICES 45000 Contract Services $17,001 $32,000 $32,000 $31,000 TOTAL CONTRACT SERVICES $17,001 $32,000 $32,000 $31,000 CAPITAL OUTLAY 46230 Computer Equip-Hardware $3,025 $20,300 $20,300 $— 46235 Computer Equip-Software 18,532 4,300 4,300 — TOTAL CAPITAL OUTLAY $21,557 $24,600 $24,600 $— DIVISION TOTAL $1,147,375 $1,256,565 $1,235,365 $1,256,840 INFORMATION SYSTEMS City of Diamond Bar, California 86 FY 2019/20 Proposed Budget 1.b Packet Pg. 40 DEPARTMENT: Administration & Support DIVISION:Civic Center ORGANIZATION #:001-4093 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $57,959 $84,299 $84,299 $93,112 40020 Over-Time Wages 1,830 2,500 2,500 2,500 40070 City Paid Benefits 742 1,216 1,216 1,015 40080 Classic Member Retirement 9,634 9,668 9,668 11,499 40081 Classic Member - UAL Pmt —3,428 3,425 7,522 40082 PEPRA Member Retirement 27 1,609 1,609 1,572 40083 Worker's Comp. Expense 1,737 2,340 2,340 2,583 40084 Short/Long Term Disability 352 495 495 556 40085 Medicare 870 1,274 1,274 1,397 40090 Benefit Allotment 12,336 16,020 16,020 17,320 TOTAL PERSONNEL $85,487 $122,849 $122,846 $139,076 SUPPLIES 41200 Operating Supplies $27,065 $42,500 $42,500 $42,500 41300 Small Tools & Equipment 1,249 1,500 1,500 1,500 TOTAL SUPPLIES $28,314 $44,000 $44,000 $44,000 OPERATING EXPENDITURES 42125 Telephone $1,481 $—$—$— 42126 Utilities 158,923 212,700 212,700 223,335 42130 Rental/Lease of Equipment 2,145 2,000 2,000 2,000 42210 Maint. of Grounds/Buildings 192,491 202,834 202,834 213,591 42315 Membership & Dues $—$21,000 $21,000 $21,000 TOTAL OPERATING EXP $355,041 $438,534 $438,534 $459,926 PROFESSIONAL SERVICES 44000 Professional Services $—$2,500 $2,500 $2,500 TOTAL PROFESSIONAL SVCS $—$2,500 $2,500 $2,500 CAPITAL OUTLAY 46220 Furniture/Fixtures $—$5,500 $5,500 $2,000 TOTAL CAPITAL OUTLAY $—$5,500 $5,500 $2,000 DIVISION TOTAL $468,841 $613,383 $613,380 $647,502 CIVIC CENTER City of Diamond Bar, California 88 FY 2019/20 Proposed Budget 1.b Packet Pg. 41 DEPARTMENT: Administration & Support DIVISION:Public Information ORGANIZATION #:001-4095 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $248,266 $255,180 $255,180 $260,325 40020 Overtime Wages 5,351 6,000 6,000 6,000 40070 City Paid Benefits 3,044 3,158 3,158 2,998 40080 Classic Member Retirement 47,019 38,982 38,982 42,405 40081 Classic Member - UAL Pmt —13,822 13,822 27,376 40083 Worker's Comp. Expense 4,909 4,936 4,936 5,070 40084 Short/Long Term Disability 1,460 1,506 1,506 1,546 40085 Medicare 3,977 3,969 3,969 3,801 40090 Benefit Allotment 38,837 40,176 40,176 41,676 TOTAL PERSONNEL $352,863 $367,729 $367,729 $391,197 SUPPLIES 41200 Operating Supplies $5,461 $5,000 $5,000 $5,000 41300 Small Tools & Equipment 3,787 5,750 4,250 4,750 41400 Promotional Supplies 31,047 24,500 24,500 24,500 TOTAL SUPPLIES $40,295 $35,250 $33,750 $34,250 OPERATING EXPENDITURES 42110 Printing $72,733 $95,000 $81,000 $85,000 42112 Photography 4,072 8,500 8,500 8,500 42115 Advertising 43,299 19,500 19,500 10,000 42120 Postage 58,700 58,650 51,000 58,200 42124 Technology 1,200 1,200 1,200 1,200 42315 Membership & Dues 1,455 3,875 2,615 1,835 42320 Publications 19 500 300 500 42325 Meetings 96 150 —150 42330 Travel-Conferences 5,067 4,900 3,550 6,050 42335 Travel-Mileage & Auto Allow 1,440 1,540 1,540 1,540 42340 Education & Training 20 500 260 500 TOTAL OPERATING EXP $188,101 $194,315 $169,465 $173,475 PROFESSIONAL SERVICES 44000 Professional Services $169,502 $88,650 $88,650 $88,650 TOTAL PROFESSIONAL SVCS $169,502 $88,650 $88,650 $88,650 CONTRACT SERVICES 45000 Contract Services $16,574 $18,274 $14,024 $4,700 TOTAL CONTRACT SERVICES $16,574 $18,274 $14,024 $4,700 DIVISION TOTAL $767,336 $704,218 $673,618 $692,272 PUBLIC INFORMATION City of Diamond Bar, California 90 FY 2019/20 Proposed Budget 1.b Packet Pg. 42 DEPARTMENT: Administration & Support DIVISION: Econ Development ORGANIZATION #:001-4096 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $83,481 $103,588 $103,588 $100,163 40020 Over Time Wages ——250 — 40070 City Paid Benefits 564 841 841 703 40080 Classic Member Retirement 15,350 15,842 15,842 16,142 40081 Classic Member - UAL Pmt —5,617 5,617 10,435 40083 Worker's Comp. Expense 708 2,006 1,010 1,932 40084 Short/Long Term Disability 312 612 612 589 40085 Medicare 1,215 1,513 1,513 1,461 40090 Benefit Allotment 7,308 12,315 12,315 13,464 TOTAL PERSONNEL $108,937 $142,334 $141,588 $144,889 OPERATING EXPENDITURES 42315 Membership & Dues $5,350 $5,750 $5,750 $5,750 42325 Meetings $—$2,500 $2,000 $2,500 42330 Travel - Conferences $—$3,000 $3,000 $3,000 TOTAL OPERATING EXP $5,350 $11,250 $10,750 $11,250 PROFESSIONAL SERVICES 44000 Professional Services $65,315 $132,576 $133,076 $105,000 TOTAL PROFESSIONAL SVCS $65,315 $132,576 $133,076 $105,000 CONTRACT SERVICES 45000 Contract Services $12,189 $12,000 $12,000 $12,000 TOTAL CONTRACT SERVICES $12,189 $12,000 $12,000 $12,000 DIVISION TOTAL $191,792 $298,160 $297,414 $273,139 ECONOMIC DEVELOPMENT City of Diamond Bar, California 92 FY 2019/20 Proposed Budget 1.b Packet Pg. 43 ESTIMATED EXPENDITURES SUMMARY Organization #: 001-4411 through 001-4440 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed SUPPLIES $8,300 $25,000 $25,000 $27,000 OPERATING EXPENDITURES 24,754 46,200 44,304 46,050 PROFESSIONAL SERVICES 31,583 29,500 20,000 25,000 CONTRACT SERVICES 6,816,591 7,201,174 7,135,874 7,591,851 CAPITAL OUTLAY 4,596 5,000 5,000 5,000 DEPARTMENT TOTAL $6,885,824 $7,306,874 $7,230,178 $7,694,901 DEPARTMENT INCLUDES: 4411 Law Enforcement $7,409,850 4415 Volunteer Patrol 6,000 4421 Fire Protection 12,500 4431 Animal Control 196,501 4440 Emergency Preparedness 70,050 Total Department Expenditures $7,694,901 Law Enforcement $7,409,850 96.3% Volunteer Patrol $6,000 0.1% Fire Protection $12,500 0.2% Animal Control $196,501 2.6% Emergency Preparedness $70,050 0.9% PUBLIC SAFETY City of Diamond Bar, California 93 FY 2019/20 Proposed Budget 1.b Packet Pg. 44 DEPARTMENT:Public Safety DIVISION: Law Enforcement ORGANIZATION #:001-4411 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed SUPPLIES 41200 Operating Supplies $876 $5,000 $5,000 $5,000 41300 Small Tools & Equipment —1,000 1,000 1,000 TOTAL SUPPLIES $876 $6,000 $6,000 $6,000 OPERATING EXPENDITURES 42200 Equipment Maintenance $366 $1,000 $1,000 $1,000 42325 Meetings 2,112 2,500 2,500 2,500 42361 Criminal Apprehension Award 500 5,000 5,000 2,500 42363 Public Safety Outreach 6,737 10,000 10,000 10,000 TOTAL OPERATING EXP $9,716 $18,500 $18,500 $16,000 CONTRACT SERVICES 45401 CS-Sheriff Department $6,318,667 $6,563,903 $6,563,903 $6,923,660 45402 CS-Sheriff /Special Events 142,040 241,100 175,800 247,250 45405 CS-Parking Citation Admin 26,995 30,000 30,000 30,000 45410 CS-Crossing Guard Services 148,020 174,000 174,000 186,940 TOTAL CONTRACT SERVICES $6,635,722 $7,009,003 $6,943,703 $7,387,850 DIVISION TOTAL $6,646,313 $7,033,503 $6,968,203 $7,409,850 LAW ENFORCEMENT City of Diamond Bar, California 95 FY 2019/20 Proposed Budget 1.b Packet Pg. 45 DEPARTMENT:Public Safety DIVISION:Volunteer Patrol ORGANIZATION #:001-4415 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed SUPPLIES 41200 Operating Supplies $93 $1,000 $1,000 $1,000 TOTAL SUPPLIES $93 $1,000 $1,000 $1,000 OPERATING EXPENDITURES 42325 Meetings $2,561 $3,000 $3,000 $5,000 TOTAL OPERATING EXP $2,561 $3,000 $3,000 $5,000 DIVISION TOTAL $2,654 $4,000 $4,000 $6,000 VOLUNTEER PATROL City of Diamond Bar, California 97 FY 2019/20 Proposed Budget 1.b Packet Pg. 46 DEPARTMENT:Public Safety DIVISION:Fire Protection ORGANIZATION #:001-4421 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed CONTRACT SERVICES 45404 Contract Services-Fire Dept $7,359 $7,500 $7,500 $7,500 TOTAL CONTRACT SERVICES $7,359 $7,500 $7,500 $7,500 CAPITAL OUTLAY 46250 Misc Equipment $4,596 $5,000 $5,000 $5,000 TOTAL CAPITAL OUTLAY $4,596 $5,000 $5,000 $5,000 DIVISION TOTAL $11,955 $12,500 $12,500 $12,500 FIRE PROTECTION City of Diamond Bar, California 99 FY 2019/20 Proposed Budget 1.b Packet Pg. 47 DEPARTMENT:Public Safety DIVISION:Animal Control ORGANIZATION #:001-4431 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed CONTRACT SERVICES 45403 CS - Animal Control $169,938 $177,171 $177,171 $189,001 45406 CS - Wild Animal Control 3,573 7,500 7,500 7,500 TOTAL CONTRACT SERVICES $173,511 $184,671 $184,671 $196,501 DIVISION TOTAL $173,511 $184,671 $184,671 $196,501 ANIMAL CONTROL City of Diamond Bar, California 101 FY 2019/20 Proposed Budget 1.b Packet Pg. 48 DEPARTMENT:Public Safety DIVISION: Emergency Prep ORGANIZATION #:001-4440 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed SUPPLIES 41200 Operating Supplies $7,331 $18,000 $18,000 $20,000 TOTAL SUPPLIES $7,331 $18,000 $18,000 $20,000 OPERATING EXPENDITURES 42125 Telephone $5,341 $8,650 $7,150 $8,700 42126 Utilities 250 4,350 4,350 4,500 42130 Rental/Lease - Equipment 945 1,000 1,000 1,000 42140 Rental/Lease - Real Property 150 150 150 150 42200 Equipment Maintenance 2,684 5,500 5,500 5,500 42315 Membership & Dues 2,866 3,200 2,854 3,200 42340 Education & Training 241 1,850 1,800 2,000 TOTAL OPERATING EXP $12,477 $24,700 $22,804 $25,050 PROFESSIONAL SERVICES 44000 Professional Services $31,583 $29,500 $20,000 $25,000 TOTAL PROFESSIONAL SVCS $31,583 $29,500 $20,000 $25,000 DIVISION TOTAL $51,391 $72,200 $60,804 $70,050 EMERGENCY PREPAREDNESS City of Diamond Bar, California 103 FY 2019/20 Proposed Budget 1.b Packet Pg. 49 ESTIMATED EXPENDITURES SUMMARY Organization #: 001-5210 through 001-5230 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES $975,576 $1,003,044 $1,007,510 $1,109,499 SUPPLIES 4,622 4,850 6,050 6,100 OPERATING EXPENDITURES 17,719 25,450 18,263 20,250 PROFESSIONAL SERVICES 9,871 8,150 5,600 10,000 CONTRACT SERVICES 731,288 785,116 788,435 587,300 DEPARTMENT TOTAL $1,739,077 $1,826,610 $1,825,858 $1,733,149 DEPARTMENT INCLUDES: 5210 Planning $721,579 5220 Building & Safety 703,757 5230 Neighborhood Improvement 307,813 Total Department Expenditures $1,733,149 Planning $721,579 41.6% Building and Safety $703,757 40.6%Neighborhood Improvement $307,813 17.8% COMMUNITY DEVELOPMENT City of Diamond Bar, California 104 FY 2019/20 Proposed Budget 1.b Packet Pg. 50 DEPARTMENT: Community Development DIVISION:Planning ORGANIZATION #:001-5210 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $431,813 $445,563 $445,563 $467,690 40020 Over-Time Wages 5,278 5,000 5,000 5,000 40070 City Paid Benefits 5,243 5,400 5,400 5,162 40080 Classic Member Retirement 82,746 69,035 69,035 77,258 40081 Classic Member - UAL Pmt —24,477 24,047 49,882 40083 Worker's Comp. Expense 7,661 7,947 16,343 8,396 40084 Short/Long Term Disability 2,417 2,666 2,666 2,817 40085 Medicare 6,543 6,756 6,756 6,897 40090 Benefit Allotment 68,345 69,840 69,840 72,876 TOTAL PERSONNEL $610,043 $636,684 $644,650 $695,979 SUPPLIES 41200 Operating Supplies $2,093 $1,200 $2,400 $2,400 TOTAL SUPPLIES $2,093 $1,200 $2,400 $2,400 OPERATING EXPENDITURES 42110 Printing $497 $1,000 $500 $500 42115 Advertising 1,796 2,400 500 1,000 42120 Postage 813 1,000 200 200 42124 Technology 1,200 1,200 1,200 1,200 42315 Membership & Dues 1,529 2,000 1,600 1,800 42320 Publications 581 800 800 800 42325 Meetings 1,087 1,000 100 200 42330 Travel-Conferences 3,370 4,000 3,000 4,000 42335 Travel-Mileage & Auto Allow 3,000 3,500 3,200 3,200 42340 Education & Training 258 500 250 300 TOTAL OPERATING EXP $14,130 $17,400 $11,350 $13,200 PROFESSIONAL SERVICES 44000 Professional Services $4,445 $3,000 $600 $3,000 44100 Commission Compensation 3,835 2,150 3,500 4,000 44240 Prof Services - Environmental 1,591 3,000 1,500 3,000 TOTAL PROFESSIONAL SVCS $9,871 $8,150 $5,600 $10,000 DIVISION TOTAL $636,138 $663,434 $664,000 $721,579 PLANNING City of Diamond Bar, California 106 FY 2019/20 Proposed Budget 1.b Packet Pg. 51 DEPARTMENT: Community Development DIVISION: Building & Safety ORGANIZATION #:001-5220 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $92,139 $90,129 $90,129 $109,603 40020 Over-Time Wages —200 200 250 40070 City Paid Benefits 866 1,305 1,305 864 40080 Classic Member Retirement 17,758 13,640 13,640 17,727 40081 Classic Member - UAL Pmt —4,836 4,836 11,441 40083 Worker's Comp. Expense 1,032 1,007 1,007 1,171 40084 Short/Long Term Disability 502 527 527 646 40085 Medicare 1,238 1,307 1,307 1,596 40090 Benefit Allotment 17,466 16,686 16,686 18,960 TOTAL PERSONNEL $130,998 $129,637 $129,637 $162,257 SUPPLIES 41200 Operating Supplies $1,662 $2,500 $2,500 $2,500 TOTAL SUPPLIES $1,662 $2,500 $2,500 $2,500 OPERATING EXPENDITURES 42110 Printing $—$500 $500 $500 42128 Banking Charges 550 1,000 1,000 1,000 42340 Education & Training —500 500 500 TOTAL OPERATING EXP $550 $2,000 $2,000 $2,000 CONTRACT SERVICES 45201 CS-Building & Safety $686,806 $727,635 $727,635 $537,000 TOTAL CONTRACT SERVICES $686,806 $727,635 $727,635 $537,000 DIVISION TOTAL $820,017 $861,772 $861,772 $703,757 BUILDING & SAFETY City of Diamond Bar, California 108 FY 2019/20 Proposed Budget 1.b Packet Pg. 52 DEPARTMENT: Community Development DIVISION: Neighborhood Improvement ORGANIZATION #:001-5230 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $160,540 $152,602 $152,602 $174,626 40020 Over-Time Wages 5,445 8,500 5,000 5,000 40070 City Paid Benefits 1,814 2,867 2,867 2,727 40080 Classic Member Retirement 28,572 18,089 18,089 8,817 40081 Classic Member - UAL Pmt —6,481 6,481 6,223 40082 PEPRA Member Retirement 71 4,202 4,202 8,390 40083 Worker's Comp. Expense 2,832 3,063 3,063 3,143 40084 Short/Long Term Disability 884 1,024 1,024 1,051 40085 Medicare 2,632 2,617 2,617 2,598 40090 Benefit Allotment 31,746 37,278 37,278 38,688 TOTAL PERSONNEL $234,534 $236,723 $233,223 $251,263 SUPPLIES 41200 Operating Supplies $867 $1,150 $1,150 $1,200 TOTAL SUPPLIES $867 $1,150 $1,150 $1,200 OPERATING EXPENDITURES 42110 Printing $1,387 $2,000 $2,000 $2,000 42315 Membership & Dues 559 600 600 600 42325 Meetings —100 200 200 42330 Travel-Conferences 1,093 3,000 1,363 1,500 42335 Travel-Mileage and Auto —50 50 50 42340 Education & Training —300 700 700 TOTAL OPERATING EXP $3,039 $6,050 $4,913 $5,050 CONTRACT SERVICES 45213 CS-Code Enforcement $9,538 $17,481 $20,800 $8,000 45214 CS - Property Abatement —3,000 3,000 5,000 45520 CS-Graffiti Removal 34,944 37,000 37,000 37,300 TOTAL CONTRACT SERVICES $44,482 $57,481 $60,800 $50,300 DIVISION TOTAL $282,922 $301,404 $300,086 $307,813 NEIGHBORHOOD IMPROVEMENT City of Diamond Bar, California 110 FY 2019/20 Proposed Budget 1.b Packet Pg. 53 ESTIMATED EXPENDITURES SUMMARY Organization #: 001-5333 through 001-5350 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES $1,790,864 $2,200,639 $2,152,247 $2,236,679 SUPPLIES 158,950 164,850 166,550 143,400 OPERATING EXPENDITURES 375,587 531,592 526,580 442,945 PROFESSIONAL SERVICES 8,769 22,950 22,750 27,000 CONTRACT SERVICES 495,548 583,854 578,854 556,040 CAPITAL OUTLEY 53,032 26,653 21,759 22,500 DEPARTMENT TOTAL $2,882,751 $3,530,538 $3,468,740 $3,428,564 DEPARTMENT INCLUDES: 5333 Diamond Bar Center 1,440,125 5350 Recreation 1,988,439 Total Department Expenditures $3,428,564 Diamond Bar Center $1,440,125 42.0% Recreation $1,988,439 58.0% PARKS & RECREATION City of Diamond Bar, California 111 FY 2019/20 Proposed Budget 1.b Packet Pg. 54 DEPARTMENT: Parks & Recreation DIVISION:D-Bar Center ORGANIZATION #:001-5333 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $187,093 $301,096 $301,096 $319,474 40020 Over-Time Wages 4,768 7,000 7,000 6,000 40030 Part-Time Salaries 358,378 393,700 393,700 390,500 40070 City Paid Benefits 3,280 4,946 4,946 3,913 40080 Classic Member Retirement 27,369 29,876 29,876 34,512 40081 Classic Member - UAL Pmt —10,593 10,593 22,767 40082 PEPRA Member Retirement 93 8,650 8,650 7,697 40083 Worker's Comp. Expense 14,837 18,982 18,982 8,141 40084 Short/Long Term Disability 1,140 1,808 1,808 1,928 40085 Medicare 29,987 10,317 10,317 10,482 40087 Social Security 416 24,273 24,273 6,100 40090 Benefit Allotment 46,346 63,126 63,126 62,086 TOTAL PERSONNEL $673,708 $874,367 $874,367 $873,600 SUPPLIES 41200 Operating Supplies $55,251 $35,150 $35,150 $34,000 41300 Small Tools & Equipment 265 2,000 2,000 2,000 TOTAL SUPPLIES $55,517 $37,150 $37,150 $36,000 OPERATING EXPENDITURES 42110 Printing $3,153 $19,950 $19,950 $16,400 42115 Advertising —30,000 30,000 30,000 42124 Technology 600 612 600 1,800 42125 Telephone 4,306 ——— 42126 Utilities 88,785 102,500 102,500 107,625 42130 Rental/Lease - Equipment 5,034 8,500 8,500 4,500 42141 Rental/Lease - Exhibit Space 2,198 2,500 2,500 2,500 42200 Equipment Maintenance 14,472 30,725 30,725 34,100 42210 Maint. of Grounds/Buildings 38,486 97,820 97,820 82,510 42330 Travel - Conferences 2,003 500 500 2,500 42335 Travel - Mileage & Auto All —1,500 1,500 1,500 TOTAL OPERATING EXP $159,038 $294,607 $294,595 $283,435 PROFESSIONAL SERVICES 44000 Professional Services $6,519 $20,250 $20,250 $19,500 TOTAL PROFESSIONAL SVCS $6,519 $20,250 $20,250 $19,500 CONTRACT SERVICES 45010 CS-Security $39,194 $50,344 $50,344 $53,000 45300 CS-Parks & Recreation 141,537 125,880 125,880 152,090 TOTAL CONTRACT SERVICES $180,731 $176,224 $176,224 $205,090 DIAMOND BAR CENTER OPERATIONS City of Diamond Bar, California 113 FY 2019/20 Proposed Budget 1.b Packet Pg. 55 CAPITAL OUTLAY 46250 Misc Equipment $13,774 $21,759 $21,759 $22,500 46410 Capital Improvements 39,258 4,894 —— TOTAL CAPITAL OUTLAY $53,032 $26,653 $21,759 $22,500 DIVISION TOTAL $1,128,546 $1,429,251 $1,424,345 $1,440,125 DIAMOND BAR CENTER OPERATIONS City of Diamond Bar, California 114 FY 2019/20 Proposed Budget 1.b Packet Pg. 56 DEPARTMENT: Parks & Recreation DIVISION:Recreation ORGANIZATION #:001-5350 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $465,152 $551,950 $551,950 $618,551 40020 Over-Time Wages 16,919 19,600 18,600 10,300 40030 Part-Time Salaries 343,212 425,450 382,100 382,775 40070 City Paid Benefits 8,719 12,227 10,000 9,996 40080 Classic Member Retirement 88,799 69,882 69,882 79,480 40081 Classic Member - UAL Pmt —23,680 21,865 52,061 40082 PEPRA Member Retirement 196 12,421 12,421 13,175 40083 Worker's Comp. Expense 18,363 22,959 22,959 14,782 40084 Short/Long Term Disability 3,415 3,638 3,638 4,039 40085 Medicare 30,385 14,691 14,691 15,500 40087 Social Security 702 22,984 22,984 6,000 40090 Benefit Allotment 141,295 146,790 146,790 156,420 TOTAL PERSONNEL $1,117,156 $1,326,272 $1,277,880 $1,363,079 SUPPLIES 41200 Operating Supplies $98,381 $127,700 $129,400 $107,400 41210 Car Show Supplies 3,000 ——— 41300 Small Tools & Equipment 2,052 ——— TOTAL SUPPLIES $103,434 $127,700 $129,400 $107,400 OPERATING EXPENDITURES 42110 Printing $13,309 $24,400 $24,400 $18,400 42115 Advertising ———9,000 42120 Postage Charges 14 ——— 42124 Technology Allowance —600 600 1,200 42128 Banking Charges 30,416 24,000 24,000 5,000 42130 Rental/Lease of Equipment 43,712 45,800 45,800 19,600 42140 Rental/Lease of Real Property 38,711 47,000 47,000 47,500 42145 Rental/Lease Rides & Attractions 38,896 29,000 24,000 — 42315 Membership & Dues 2,175 3,635 3,635 3,660 42320 Publications —100 100 100 42325 Meetings 1,800 2,500 2,500 2,000 42330 Travel - Conferences 2,770 8,500 8,500 3,000 42335 Travel - Mileage & Auto Allowance 81 1,500 1,500 1,500 42340 Education & Training 1,378 3,400 3,400 3,000 42410 Admissions-Youth Activities 43,286 46,550 46,550 45,550 TOTAL OPERATING EXP $216,549 $236,985 $231,985 $159,510 PROFESSIONAL SERVICES 44000 Professional Service $—$—$500 $4,800 44100 Commission Compensation $2,250 $2,700 $2,000 $2,700 TOTAL PROFESSIONAL SVCS $2,250 $2,700 $2,500 $7,500 CONTRACT SERVICES 45300 CS-Parks & Recreation $141,840 $209,130 $204,130 $150,950 45305 CS-Concerts in the Park 21,352 ——— 45306 CS-City Birthday 1,440 ——— 45310 CS-Excursions 10,965 15,500 15,500 17,000 45320 CS-Contract Classes 128,719 158,000 158,000 158,000 45402 CS-Sheriff's Dept Special Events 10,501 25,000 25,000 25,000 TOTAL CONTRACT SERVICES $314,817 $407,630 $402,630 $350,950 DIVISION TOTAL $1,754,205 $2,101,287 $2,044,395 $1,988,439 RECREATION City of Diamond Bar, California 115 FY 2019/20 Proposed Budget 1.b Packet Pg. 57 ESTIMATED EXPENDITURES SUMMARY Organization #: 001-5510 through 001-5558 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES $1,395,474 $1,389,961 $1,411,875 $1,451,667 SUPPLIES 88,375 141,601 124,600 111,700 OPERATING EXPENDITURES 559,351 705,330 667,230 688,494 PROFESSIONAL SERVICES 224,702 222,500 214,500 227,500 CONTRACT SERVICES 2,266,386 2,971,609 2,863,891 2,495,513 CAPITAL OUTLAY 735,882 198,184 118,184 45,000 DEPARTMENT TOTAL $5,270,171 $5,629,185 $5,400,280 $5,019,874 DEPARTMENT INCLUDES: 5510 Public Works Administration $729,030 5551 Engineering 932,263 5554 Road Maintenance 1,566,328 5556 Parks & Facilities Maintenance 1,460,368 5558 Landscape Maintenance 331,885 Total Department Expenditures $5,019,874 PW Administration $729,030 14.5% Engineering $932,263 18.6% Road Maintenance $1,566,328 31.2% Parks &Facilities Maintenance $1,460,368 29.1% Landscape Maintenance $331,885 6.6% PUBLIC WORKS City of Diamond Bar, California 117 FY 2019/20 Proposed Budget 1.b Packet Pg. 58 DEPARTMENT:Public Works DIVISION: Public Works Administration ORGANIZATION #:001-5510 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $371,318 $280,320 $280,320 $301,620 40020 Over-Time Wages 156 —500 500 40070 City Paid Benefits 3,853 3,168 3,168 3,077 40080 Classic Member Retirement 65,876 45,520 45,520 45,972 40081 Classic Member - UAL Pmt —16,140 16,140 29,791 40082 PEPRA Member Retirement 32 —1,542 1,542 40083 Worker's Comp. Expense 6,584 5,151 5,151 5,380 40084 Short/Long Term Disability 1,986 1,758 1,758 1,811 40085 Medicare 5,423 4,393 4,393 4,405 40090 Benefit Allotment 52,446 35,451 35,451 43,192 TOTAL PERSONNEL $507,675 $391,901 $393,943 $437,290 SUPPLIES 41200 Operating Supplies $2,993 $4,500 $4,000 $4,500 41300 Small Tools & Equipment —500 100 500 TOTAL SUPPLIES $2,993 $5,000 $4,100 $5,000 OPERATING EXPENDITURES 42110 Printing $4,075 $8,000 $3,500 $4,000 42115 Advertising —30,000 11,000 8,000 42124 Technology 1,800 1,800 1,800 1,800 42126 Utilities 74,406 ——— 42315 Membership & Dues 1,164 2,000 2,000 2,000 42320 Publications 1,000 1,500 1,500 1,500 42325 Meetings 1,462 500 500 500 42330 Travel-Conferences 2,918 4,000 4,000 4,000 42335 Travel-Mileage & Auto Allow 3,000 3,000 3,000 4,440 42340 Education & Training 824 3,000 3,000 3,000 TOTAL OPERATING EXP $90,648 $53,800 $30,300 $29,240 PROFESSIONAL SERVICES 44000 Professional Services $800 $1,500 $1,500 $1,500 44100 Commissioner Compensation 2,000 3,000 3,000 3,000 44240 Prof Svcs-Environmental 139,166 218,000 210,000 223,000 TOTAL PROFESSIONAL SVCS $141,966 $222,500 $214,500 $227,500 CONTRACT SERVICES 45000 CS - Contract Services $13,138 $—$—$— 45530 CS - Industrial Waste 29,031 30,000 30,000 30,000 TOTAL CONTRACT SERVICES $42,168 $30,000 $30,000 $30,000 DIVISION TOTAL $785,450 $703,201 $672,843 $729,030 PUBLIC WORKS ADMINISTRATION City of Diamond Bar, California 118 FY 2019/20 Proposed Budget 1.b Packet Pg. 59 DEPARTMENT:Public Works DIVISION:Engineering ORGANIZATION #:001-5551 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $117,380 $145,278 $145,278 $151,554 40020 Over-time Wages 289 1,500 1,500 1,500 40070 City Paid Benefits 1,422 2,266 2,266 1,861 40080 Classic Member Retirement 19,329 16,776 16,776 21,576 40081 Classic Member - UAL Pmt —10,469 24,489 14,024 40083 Worker's Comp. Expense 2,304 3,557 3,557 3,074 40084 Short/Long Term Disability 712 1,140 1,140 921 40085 Medicare 1,795 2,890 2,890 2,238 40090 Benefit Allotment 20,165 24,984 24,984 27,773 TOTAL PERSONNEL $163,456 $208,860 $225,880 $226,063 OPERATING EXPENDITURES 42315 Membership & Dues $1,003 $2,000 $1,800 $1,800 42325 Meetings 699 750 750 750 42330 Travel-Conferences —500 300 500 42335 Travel-Mileage & Auto Allow 11 500 200 200 42340 Education & Training 597 1,000 500 1,000 TOTAL OPERATING EXP $2,310 $4,750 $3,550 $4,250 CONTRACT SERVICES 45221 CS - Engineering $224,683 $475,380 $442,250 $241,950 45222 CS - Traffic 72,660 373,400 373,400 365,000 45223 CS - Plan Checking 28,680 31,971 20,000 45,000 45224 CS - Soils 8,880 37,650 20,000 20,000 45226 CS - Surveying 3,972 10,000 4,000 10,000 45227 CS - Inspection 16,339 53,967 25,000 20,000 TOTAL CONTRACT SERVICES $355,213 $982,368 $884,650 $701,950 DIVISION TOTAL $520,978 $1,195,978 $1,114,080 $932,263 ENGINEERING City of Diamond Bar, California 119 FY 2019/20 Proposed Budget 1.b Packet Pg. 60 DEPARTMENT:Public Works DIVISION: Road Maintenance ORGANIZATION #:001-5554 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $223,341 $274,830 $277,000 $265,993 40020 Over-Time Wages 3,567 3,500 3,500 3,500 40070 City Paid Benefits 3,166 4,385 4,385 3,457 40080 Classic Member Retirement 42,449 38,703 38,703 39,419 40081 Classic Member - UAL Pmt —13,723 13,723 25,540 40082 PEPRA Member Retirement 29 1,823 1,823 1,692 40083 Worker's Comp. Expense 6,250 7,707 7,707 7,316 40084 Short/Long Term Disability 1,324 1,633 1,633 1,584 40085 Medicare 3,389 4,225 4,225 3,939 40090 Benefit Allotment 45,061 57,068 57,843 52,888 TOTAL PERSONNEL $328,577 $407,597 $410,542 $405,328 SUPPLIES 41200 Operating Supplies $2,972 $500 $1,000 $1,000 41250 Road Maintenance Supplies 31,884 81,601 65,000 50,000 41300 Small Tools & Equipment 19,668 10,000 10,000 10,000 TOTAL SUPPLIES $54,524 $92,101 $76,000 $61,000 OPERATING EXPENDITURES 42126 Utilities $—$85,000 $85,000 $90,000 42130 Rental/Lease of Equip $1,937 $4,000 $4,000 $4,000 42200 Equipment Maintenance 717 6,000 2,000 6,000 TOTAL OPERATING EXP $2,674 $95,000 $91,000 $100,000 PROFESSIONAL SERVICES 44520 Prof Svcs - Engineering $82,736 $—$—$— TOTAL PROFESSIONAL SVCS $82,736 $—$—$— CONTRACT SERVICES 45501 CS-Street Sweeping $176,489 $180,000 $180,000 $180,000 45502 CS-Road Maintenance 204,511 195,000 185,000 195,000 45504 CS-Sidewalk Insp & Repair 394,862 250,000 250,000 270,000 45506 CS-Striping & Signing —50,000 50,000 50,000 45507 CS-Traffic Signal Maintenance 199,023 279,250 279,250 90,000 45508 CS - Vegetation Control 120,000 130,000 130,000 130,000 45512 CS-Storm Drainage 11,272 30,000 30,000 35,000 45522 CS-Right of Way Maintenance 30,000 50,000 50,000 50,000 TOTAL CONTRACT SERVICES $1,136,157 $1,164,250 $1,154,250 $1,000,000 CAPITAL OUTLAY 46250 Misc Equipment $—$80,000 $—$— TOTAL CAPITAL OUTLAY $—$80,000 $—$— DIVISION TOTAL $1,604,667 $1,838,948 $1,731,792 $1,566,328 ROAD MAINTENANCE City of Diamond Bar, California 120 FY 2019/20 Proposed Budget 1.b Packet Pg. 61 DEPARTMENT:Public Works DIVISION: Parks & Facility Maintenance ORGANIZATION #:001-5556 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed PERSONNEL SERVICES 40010 Salaries $235,953 $231,250 $231,250 $224,039 40020 Over-Time Wages 11,207 8,000 8,000 8,000 40030 Part-Time Salaries 36,912 36,000 36,000 36,941 40070 City Paid Benefits 3,441 3,529 3,529 2,805 40080 Classic Member Retirement 43,195 30,215 30,125 34,188 40081 Classic Member - UAL Pmt —10,713 10,710 22,122 40082 PEPRA Member Retirement 42 2,536 2,536 964 40083 Worker's Comp. Expense 6,789 5,130 5,130 6,019 40084 Short/Long Term Disability 1,427 1,359 1,359 1,330 40085 Medicare 6,473 4,037 4,037 3,933 40087 Social Security 50 2,232 2,232 575 40090 Benefit Allotment 50,276 46,602 46,602 42,070 TOTAL PERSONNEL $395,767 $381,603 $381,510 $382,986 SUPPLIES 41200 Operating Supplies $28,365 $39,500 $39,500 $40,700 41300 Small Tools & Equipment 2,494 5,000 5,000 5,000 TOTAL SUPPLIES $30,858 $44,500 $44,500 $45,700 OPERATING EXPENDITURES 42125 Telephone $3,203 $—$—$— 42126 Utilities 306,010 351,225 351,225 368,754 42130 Rental/Lease of Equipment 4,102 8,700 8,700 7,500 42210 Maint. of Grounds/Bldgs 149,955 181,005 181,005 172,300 42330 Travel-Conferences 450 10,850 1,450 6,450 TOTAL OPERATING EXP $463,720 $551,780 $542,380 $555,004 CONTRACT SERVICES 45300 CS-Park & Facility Maint $390,234 $447,278 $447,278 $431,678 TOTAL CONTRACT SERVICES $390,234 $447,278 $447,278 $431,678 CAPITAL OUTLAY 46250 Misc Equipment $—$118,184 $118,184 $45,000 46305 Real Estate Acquisition $735,882 $—$—$— TOTAL CAPITAL OUTLAY $735,882 $118,184 $118,184 $45,000 DIVISION TOTAL $2,016,462 $1,543,345 $1,533,852 $1,460,368 PARKS & FACILITIES MAINTENANCE City of Diamond Bar, California 121 FY 2019/20 Proposed Budget 1.b Packet Pg. 62 DEPARTMENT:Public Works DIVISION: Landscape Maintenance ORGANIZATION #:001-5558 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed CONTRACT SERVICES 45500 CS - Public Works $34,643 $50,000 $50,000 $35,000 45503 CS - Parkway Maintenance 26,832 29,196 29,196 30,072 45509 CS - Tree Maintenance 262,935 244,993 244,993 243,289 45510 CS - Tree Watering 18,203 23,524 23,524 23,524 TOTAL CONTRACT SERVICES $342,613 $347,713 $347,713 $331,885 DIVISION TOTAL $342,613 $347,713 $347,713 $331,885 LANDSCAPE MAINTENANCE City of Diamond Bar, California 122 FY 2019/20 Proposed Budget 1.b Packet Pg. 63 DEPARTMENT:Transfers-Out DIVISION:Transfers-Out ORGANIZATION #:001-9915 FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed OPERATING TRANSFER OUT 49011 Transfer Out-Com Orgnztn Fd $14,712 $20,000 $20,000 $20,000 49015 Transfer Out - Gen Plan 33,007 ——— 49018 Transfer Out - IS Replcmt Fund 100,000 ——— 49134 Transfer Out - Tres Hermanos Fund —55,000 55,000 70,000 49370 Transfer Out-Debt Service Fd 859,059 858,307 858,092 860,706 49510 Transfer Out-Self Ins Fund 460,706 456,628 456,628 487,451 49530 Transfer Out-Equip Replcmt 401,949 368,800 368,800 109,000 TOTAL OPERATING TRANSFERS $1,869,433 $1,758,735 $1,908,520 $1,547,157 USES OF FUND BALANCE RESERVES 49138 Transfer Out-LLAD #38 146,199 111,215 111,738 60,499 49139 Transfer Out-LLAD #39 3,737 277,759 277,957 169,068 49141 Transfer Out-LLAD #41 84,865 171,938 172,138 199,501 49250 Transfer Out-CIP Fund 738,733 2,323,933 1,615,694 467,459 49530 Transfer Out-Equip Replcmt 26,825 870,442 870,442 — TOTAL USE OF RESERVES $1,000,359 $3,755,287 $3,047,969 $896,527 TOTAL TRANSFERS OUT $2,869,792 $5,514,022 $4,956,489 $2,443,684 TRANSFERS OUT City of Diamond Bar, California 123 FY 2019/20 Proposed Budget 1.b Packet Pg. 64 City of Diamond Bar, California 129 FY 2019/20 Proposed Budget 1.b Packet Pg. 65 FUND TYPE:General Fund FUNCTION: Community Organization Support FUND #011 FUND DESCRIPTION: This fund was established in FY 97-98 to account for transfers and expenditures related to the City Council's policy to support various non profit community organizations which are of a benefit to the City. The City has continued this program to show their ever increasing interest and support of the City's non profit community organizations. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $—$—$—$— 39001 Transfer-in General Fund 14,712 20,000 20,000 20,000 TOTAL RESOURCES 14,712 20,000 20,000 20,000 OPERATING EXPENDITURES 4010-42355 Contributions - Com Groups $14,712 $20,000 $20,000 $20,000 TOTAL OPERATING EXP $14,712 $20,000 $20,000 $20,000 FUND BALANCE RESERVE 25500 Reserves ———— FUND BALANCE RESERVES ———— TOTAL USES $14,712 $20,000 $20,000 $20,000 COMMUNITY ORGANIZATION SUPPORT FUND City of Diamond Bar, California 130 FY 2019/20 Proposed Budget 1.b Packet Pg. 66 FUND TYPE:General Fund FUNCTION:Public Safety FUND #012 FUND DESCRIPTION: This fund was established in FY12-13 to incorporate a method to fund future increases in the Sheriff's Department contract and the Liability Trust Fund. The primary revenue source in this fund is from annual savings realized in the law enforcement budget in the General Fund. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Unrestricted Fund Balance $1,017,944 $1,035,310 $1,035,310 $1,013,310 36100 Investment Earnings 17,366 13,000 13,000 — TOTAL RESOURCES $1,035,310 $1,048,310 $1,048,310 $1,013,310 TRANSFERS OUT 9915-49001 Transfer Out - General Fund $—$100,000 $35,000 $100,000 TOTAL TRANSFERS OUT $—$100,000 $35,000 $100,000 FUND BALANCE RESERVE 25500 Reserves $1,035,310 $948,310 $1,013,310 $913,310 FUND BALANCE RESERVES $1,035,310 $948,310 $1,013,310 $913,310 TOTAL USES $1,035,310 $1,048,310 $1,048,310 $1,013,310 LAW ENFORCEMENT RESERVE FUND City of Diamond Bar, California 131 FY 2019/20 Proposed Budget 1.b Packet Pg. 67 FUND TYPE:General Fund FUNCTION: General Plan Update FUND #015 FUND DESCRIPTION: This fund was created in FY 14-15 to establish an allocation of resources needed to fund the preparation of a comprehensive update to the City's General Plan. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Unrestricted Fund Balance $685,638 $411,753 $411,753 $292,653 36100 Investment Earnings 9,476 8,000 8,000 — 39001 Transfer In - General Fund 33,007 ——— TOTAL RESOURCES $728,121 $419,753 $419,753 $292,653 OPERATING SUPPLIES 5210-41200 Operating Supplies $113 $500 $500 $500 5210-41400 Promotional Supplies 2,712 2,500 —— TOTAL OPERATING SUPPLIES $2,826 $3,000 $500 $500 OPERATING EXPENDITURES 5210-42110 Printing 8,183 10,000 2,000 10,000 5210-42115 Advertising —4,000 —4,000 5210-42120 Postage —4,000 100 500 5210-42325 Meetings 2,590 4,000 200 200 TOTAL OPERATING EXP $10,773 $22,000 $2,300 $14,700 PROFESSIONAL SERVICES 5210-44000 Professional Services $2,685 $3,000 $4,300 $3,500 5210-44220 PS - Planning General Plan 300,085 381,332 120,000 250,000 TOTAL PROFESSIONAL SERVICES $302,770 $384,332 $124,300 $253,500 FUND BALANCE RESERVE 25500 Reserves $411,753 $10,420 $292,653 $23,953 FUND BALANCE RESERVES $411,753 $10,420 $292,653 $23,953 TOTAL USES $728,121 $419,753 $419,753 $292,653 GENERAL PLAN UPDATE FUND City of Diamond Bar, California 132 FY 2019/20 Proposed Budget 1.b Packet Pg. 68 FUND TYPE:General Fund FUNCTION: Technology Reserve FUND #018 FUND DESCRIPTION: This fund was created in FY 15-16 to establish an allocation of resources needed to fund the future replacement of a variety of hardware and software platforms throughout the City. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Unrestricted Fund Balance $302,906 $391,898 $391,898 $1,500 34305 Permit System Replacemnt ———36,000 36100 Investment Earnings 5,168 3,000 4,500 — 39001 Transfer In - General Fund 100,000 ——— TOTAL RESOURCES $408,074 $394,898 $396,398 $37,500 TRANSFERS OUT 9915-49530 Transfer Out - Maint & Repl $16,176 $394,898 $394,898 $— TOTAL TRANSFERS OUT $16,176 $394,898 $394,898 $— FUND BALANCE RESERVE 25500 Reserves $391,898 $—$1,500 $37,500 FUND BALANCE RESERVES $391,898 $—$1,500 $37,500 TOTAL USES $408,074 $394,898 $396,398 $37,500 TECHNOLOGY RESERVE FUND City of Diamond Bar, California 133 FY 2019/20 Proposed Budget 1.b Packet Pg. 69 FUND TYPE:General Fund FUNCTION:OPEB Fund FUND #020 FUND DESCRIPTION: This fund was created in FY 14-15 to establish an allocation of resources needed to fund the Other Post Employment Benefits (OPEB) unfunded liability. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Unrestricted Fund Balance $446,625 $355,743 $355,743 $258,613 36100 Investment Earnings 7,419 5,500 5,500 — 36950 Cost Reimbursements ———— TOTAL RESOURCES $454,044 $376,743 $361,243 $258,613 PERSONNEL SERVICES 4060-40086 Post Retirement Benefits $13,710 $15,500 $15,500 $20,000 TOTAL PERSONNEL SERVICES $13,710 $15,500 $15,500 $20,000 TRANSFERS OUT 9915-49620 Contribution To - OPEB Trust $84,591 $86,600 $87,130 $88,000 TOTAL TRANSFERS OUT $84,591 $86,600 $87,130 $88,000 FUND BALANCE RESERVE 25500 Reserves $355,743 $274,643 $258,613 $150,613 FUND BALANCE RESERVES $355,743 $274,643 $258,613 $150,613 TOTAL USES $454,044 $376,743 $361,243 $258,613 OTHER POST EMPLOYMENT BENEFITS (OPEB) RESERVE FUND City of Diamond Bar, California 134 FY 2019/20 Proposed Budget 1.b Packet Pg. 70 City of Diamond Bar, California 135 FY 2019/20 Proposed Budget 1.b Packet Pg. 71 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:107 FUND DESCRIPTION: Approved by the voters on November 6, 2018, the Measure W parcel tax of 2.5 cents a square foot of "impermeable space", will fund projects that will improve water quality. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$—$—$— 31327 Measure W Revenue ———900,000 TOTAL RESOURCES $—$—$—$900,000 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $—$—$—$453,000 TOTAL TRANSFERS OUT $—$—$—$453,000 FUND BALANCE RESERVES 25500 Reserves $—$—$—$447,000 FUND BALANCE RESERVES $—$—$—$447,000 TOTAL USES $—$—$—$900,000 MEASURE W FUND City of Diamond Bar, California 136 FY 2019/20 Proposed Budget 1.b Packet Pg. 72 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:108 FUND DESCRIPTION: Senate Bill 1 (SB-1), the Road Repair and Accountability Act of 2017 was signed into law in April 2017 in order to address the significant multi-modal transportation funding shortfalls statewide. SB-1 prioritizes funding towards maintenance, rehabilitation and safety improvements on state highways, local streets and roads, and bridges, and to improve the State's trade corridors, transit and active transportation facilities. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$335,136 $335,136 $1,181,511 31732 Road Maint Rehab Acct 334,381 911,144 908,875 944,348 36100 Investment Earnings $754 $7,500 $7,500 $8,000 TOTAL RESOURCES $335,136 $1,253,780 $1,251,511 $2,133,859 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $—$1,276,811 $70,000 $1,806,811 TOTAL TRANSFERS OUT —1,276,811 70,000 1,806,811 FUND BALANCE RESERVES 25500 Reserves $335,136 $(23,031)$1,181,511 $327,048 FUND BALANCE RESERVES $335,136 $(23,031)$1,181,511 $327,048 TOTAL USES $335,136 $1,253,780 $1,251,511 $2,133,859 ROAD MAINTEANCE & REHABILITATION FUND City of Diamond Bar, California 137 FY 2019/20 Proposed Budget 1.b Packet Pg. 73 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:109 FUND DESCRIPTION: Approved by the voters on November 8, 2016, the Measure M half-cent sales tax increase will fund projects that will improve local streets, repair potholes and improve traffic flow/safety. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$217,420 $217,420 $371,042 31323 Measure M Revenue 599,463 787,501 787,501 817,913 36100 Investment Earnings 3,374 7,000 7,000 7,500 TOTAL RESOURCES $602,837 $1,011,921 $1,011,921 $1,196,455 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $385,417 $977,850 $640,879 $1,152,691 TOTAL TRANSFERS OUT $385,417 $977,850 $640,879 $1,152,691 FUND BALANCE RESERVES 25500 Reserves $217,420 $34,071 $371,042 $43,764 FUND BALANCE RESERVES $217,420 $34,071 $371,042 $43,764 TOTAL USES $602,837 $1,011,921 $1,011,921 $1,196,455 MEASURE M FUND City of Diamond Bar, California 138 FY 2019/20 Proposed Budget 1.b Packet Pg. 74 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:110 FUND DESCRIPTION: The Measure R Local Return program funds are to be used for major street resurfacing, rehabilitation, and reconstruction; pothole repair; left turn signals; bikeways; pedestrian improvements; streetscapes; signal synchronization; & transit. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $680,953 $63,393 $63,393 $(6,774) 31325 Measure R Revenue 661,492 694,868 694,868 721,766 36100 Investment Earnings 3,155 4,500 4,500 4,500 TOTAL RESOURCES $1,345,600 $762,761 $762,761 $719,492 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $1,282,207 $769,535 $769,535 $719,492 TOTAL TRANSFERS OUT $1,282,207 $769,535 $769,535 $719,492 FUND BALANCE RESERVES 25500 Reserves $63,393 $(6,774)$(6,774)$— FUND BALANCE RESERVES $63,393 $(6,774)$(6,774)$— TOTAL USES $1,345,600 $762,761 $762,761 $719,492 MEASURE R FUND City of Diamond Bar, California 139 FY 2019/20 Proposed Budget 1.b Packet Pg. 75 DEPARTMENT: Special Revenue DIVISION: Street Maintenance/ Construction FUND #:111 FUND DESCRIPTION: The City receives funds from Sections 2105, 2106, 2107, and 2107.5 of the Streets and Highway Code. State law requires that these revenues be recorded in a Special Revenue Fund, and that they be utilized solely for street related purposes such as new construction, rehabilitation or maintenance. It is anticipated that the City will use Gas Tax Funds to fund ongoing street maintenance programs to the extent possible. Any remaining funds will be used to assist in the funding of the City's Capital Improvement Project Program. Beginning in 2011-12, the State replaced Prop 42 funds with Gas Tax funds. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $2,423 $72,222 $72,222 $72,986 31705 Gas Tax - 2105 309,678 321,585 319,145 319,117 31710 Gas Tax - 2106 190,781 194,703 193,232 193,215 31720 Gas Tax - 2107 403,027 422,357 416,830 416,792 31730 Gas Tax - 2107.5 7,500 7,500 7,500 7,500 31731 HUTA - Prop 42 Replacement 222,229 203,825 210,757 494,893 31734 Loan Repayment 64,874 64,874 64,798 64,798 36100 Interest Revenue 2,033 2,500 2,500 2,000 TOTAL RESOURCES $1,202,546 $1,289,566 $1,286,984 $1,571,301 TRANSFERS OUT 9915-49001 Transfer to General Fund $939,088 $757,122 $757,122 $1,001,782 9915-49250 Transfer to CIP Fund 191,236 532,444 456,876 471,039 TOTAL TRANSFERS OUT $1,130,324 $1,289,566 $1,213,998 $1,472,821 FUND BALANCE RESERVES 25500 Reserves $72,222 $—$72,986 $98,480 FUND BALANCE RESERVES $72,222 $—$72,986 $98,480 TOTAL USES $1,202,546 $1,289,566 $1,286,984 $1,571,301 GAS TAX FUND City of Diamond Bar, California 140 FY 2019/20 Proposed Budget 1.b Packet Pg. 76 DEPARTMENT: Special Revenue DIVISION: Public Transportation FUND #:112 FUND DESCRIPTION: The City receives Proposition A Transit Tax which is a voter approved sales tax override for public transportation purposes. This fund has been established to account for these revenues and approved project expenditures. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $466,006 $1,073,300 $1,073,300 $397,467 31310 Transportation Tax 1,064,747 1,116,939 1,116,939 1,160,074 34850 Transit Subsidy Program Rev 767,659 925,000 707,600 744,000 36100 Interest Revenue 14,331 10,000 10,000 12,500 TOTAL RESOURCES $2,312,743 $3,125,239 $2,907,839 $2,314,041 PERSONNEL SERVICES 5553-40010 Salaries $103,978 $102,819 $102,819 $107,325 5553-40070 City Paid Benefits 1,156 1,722 1,722 1,625 5553-40080 Classic Member Retirement 19,693 15,671 15,671 17,435 5553-40081 Classic Member - UAL Pmt —5,495 5,557 11,257 5553-40082 PEPRA Member Retirement —9 217 204 5553-40083 Workers Comp Expense 1,417 903 903 1,017 5553-40084 Short/Long Term Disability 582 622 622 653 5553-40085 Medicare Expense 1,638 1,723 1,723 1,572 5553-40090 Cafeteria Benefits 17,852 22,468 22,468 23,490 TOTAL PERSONNEL $146,316 $151,432 $151,702 $164,577 OPERATING SUPPLIES 5553-41200 Supplies $1,180 $1,200 $1,200 $1,200 TOTAL OPERATING SUPPLIES $1,180 $1,200 $1,200 $1,200 OPERATING EXPENDITURES 5553-42128 Bank Charges $11,931 $15,000 $15,000 $15,000 5553-42205 Computer Maintenance —2,100 2,100 8,100 5553-42315 Membership & Dues 19,491 20,000 20,000 20,000 TOTAL OPERATING EXP $31,422 $37,100 $37,100 $43,100 CONTRACT SERVICES 5350-45310 CS - Excursions $62,582 $70,250 $70,250 $64,550 5553-45529 CS - Dial-A-Cab Services —100,000 100,000 350,000 5553-45533 Transit Subsidy Program 203,828 231,250 176,900 200,000 5553-45535 Transit Subsidy-Fares 781,022 925,000 707,600 800,000 TOTAL CONTRACT SERVICES $1,047,432 $1,326,500 $1,054,750 $1,414,550 CAPITAL OUTLAY 5553-46230 Computer Equip-Hardware $—$17,000 $17,000 $20,000 5553-46235 Computer Equip-Software —15,000 15,000 10,000 TOTAL CAPITAL OUTLAY $—$32,000 $32,000 $30,000 MISC EXPENDITURES 5553-47230 Sale of Prop A Funds $—$1,200,000 $1,200,000 $250,000 TOTAL MISC EXPENDITURES $—$1,200,000 $1,200,000 $250,000 TRANSFERS OUT 9915-49250 Transfer Out - CIP Fund $13,092 $311,722 $33,620 $378,102 TOTAL TRANSFERS OUT $13,092 $311,722 $33,620 $378,102 FUND BALANCE RESERVES 25500 Reserves $1,073,300 $65,285 $397,467 $32,512 FUND BALANCE RESERVES $1,073,300 $65,285 $397,467 $32,512 TOTAL USES $2,312,743 $3,125,239 $2,907,839 $2,314,041 PROPOSITION A FUND City of Diamond Bar, California 141 FY 2019/20 Proposed Budget 1.b Packet Pg. 77 DEPARTMENT: Special Revenue DIVISION: Street Maintenance/ Construction FUND #:113 FUND DESCRIPTION: The City receives Proposition C Tax which is additional allocations of State Gas Tax funds from Los Angeles County. These funds must be used for street-related purposes such as construction, rehabilitation, maintenance or traffic safety. The projects must be transit related improvements. In order to spend these funds, the City must submit the project to the County for prior approval. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $678,682 $729,278 $729,278 $877,333 31320 Transportation Tax 879,898 926,471 926,471 962,251 36100 Interest Revenue 12,661 10,500 10,500 12,500 TOTAL RESOURCES $1,571,241 $1,666,249 $1,666,249 $1,852,084 PERSONNEL SERVICES 5553-40010 Salaries $79,853 $146,303 $146,303 $125,220 5553-40070 City Paid Benefits 627 1,677 1,677 1,175 5553-40080 Classic Member Retirement 18,103 22,362 22,362 13,375 5553-40081 Classic Member - UAL Pmt —7,925 7,929 8,843 5553-40082 PEPRA Member Retirement —5 108 3,186 5553-40083 Workers Comp Expense 1,290 2,728 2,728 2,384 5553-40084 Short/Long Term Disability 401 872 872 765 5553-40085 Medicare Expense 1,132 2,192 2,192 1,824 5553-40090 Benefit Allotment 9,451 21,969 21,969 20,697 TOTAL PERSONNEL $110,857 $206,033 $206,140 $177,468 OPERATING EXPENDITURES 5553-42205 Computer Maintenance $6,000 $6,000 $6,000 $26,000 TOTAL OPERATING EXP $6,000 $6,000 $6,000 $26,000 CONTRACT SERVICES 5553-45222 CS - Traffic $—$—$—$60,000 5553-45507 CS - Traffic Signal Maintenance ———185,000 5553-45529 Para -Transit Dial a Cab 310,435 250,000 250,000 — TOTAL CONTRACT SERVICES $310,435 $250,000 $250,000 $245,000 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $414,671 $829,495 $326,776 $883,031 TOTAL TRANSFERS OUT $414,671 $829,495 $326,776 $883,031 FUND BALANCE RESERVES 25500 Reserves $729,278 $374,721 $877,333 $520,584 FUND BALANCE RESERVES $729,278 $374,721 $877,333 $520,584 TOTAL USES $1,571,241 $1,666,249 $1,666,249 $1,852,084 PROPOSITION C FUND City of Diamond Bar, California 142 FY 2019/20 Proposed Budget 1.b Packet Pg. 78 DEPARTMENT:Special Revenue DIVISION: Waste Management FUND #:115 FUND DESCRIPTION: The Integrated Waste Management Fund was created during FY90-91, to account for expenditures and revenues related to the activities involved with the City's efforts to comply with AB939. Revenues recorded in this fund are the adopted waste hauler fees and funds received from the State for recycling education and efforts. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $1,170,472 $1,204,605 $1,204,605 $1,278,463 34820 AB939 Admin Fees 552,706 547,000 547,000 562,000 36950 Cost Reimbursement 6,735 —17,000 91,470 TOTAL RESOURCES $1,729,912 $1,751,605 $1,768,605 $1,931,933 PERSONNEL SERVICES 5515-40010 Salaries $284,924 $197,105 $197,105 $214,417 5515-40020 Over-Time Wages 847 2,000 2,000 2,000 5515-40030 Part Time Wages 902 2,000 —1,000 5515-40070 City Paid Benefits 3,246 2,646 2,646 2,414 5515-40080 Classic Member Retirement 54,004 29,617 29,617 32,855 5515-40081 Classic Member - UAL Pmt —10,505 10,509 21,330 5515-40082 PEPRA Member Retirement 4 412 558 1,021 5515-40083 Worker's Comp. Exp.3,933 3,647 3,647 3,811 5515-40084 Short/Long Term Disability 1,554 1,187 1,187 1,282 5515-40085 Medicare 4,401 3,202 3,202 3,148 5515-40090 Benefit Allotment 40,966 34,578 34,578 34,592 TOTAL PERSONNEL $394,782 $286,899 $285,049 $317,871 SUPPLIES 5515-41200 Operating Supplies $15,696 $19,500 $19,500 $20,500 5515-41300 Small Tools & Equipment 8,960 29,294 25,293 16,000 5515-41400 Promotional Supplies 12,035 17,500 17,500 21,500 TOTAL SUPPLIES $36,691 $66,294 $62,293 $58,000 OPERATING EXPENDITURES 5515-42110 Printing $3,749 $15,000 $12,000 $12,000 5515-42115 Advertising 3,100 3,000 3,000 3,000 5515-42120 Postage 3 4,000 4,000 4,000 5515-42315 Membership/Dues 487 700 500 500 5515-42320 Publications 11 200 200 200 5515-42325 Meetings 75 1,000 300 500 5515-42330 Travel-Conferences & Meetings 15 2,000 —— 5515-42340 Education & Training 267 1,000 500 1,000 TOTAL OPERATING EXP $7,707 $26,900 $20,500 $21,200 INTEGRATED WASTE MANAGEMENT FUND City of Diamond Bar, California 143 FY 2019/20 Proposed Budget 1.b Packet Pg. 79 DEPARTMENT:Special Revenue DIVISION: Waste Management FUND #:115 PROFESSIONAL SERVICES 5515-44000 Professional Services $28,104 $71,600 $49,600 $134,600 TOTAL PROFESSIONAL SERVICES $28,104 $71,600 $49,600 $134,600 CONTRACT SERVICES 5515-45500 CS - Professional Services $26,364 $31,500 $31,500 $35,600 TOTAL CONTRACT SERVICES $26,364 $31,500 $31,500 $35,600 CAPITAL OUTLAY 5515-46250 Miscellaneous Equipment $—$30,000 $30,000 $20,000 TOTAL CAPITAL OUTLAY $—$30,000 $30,000 $20,000 INSURANCE EXPENSE 5515-47220 Insurance Expense $1,659 $2,500 $1,200 $2,500 TOTAL INSURANCE EXPENSE $1,659 $2,500 $1,200 $2,500 TRANSFERS OUT 9915-49001 Transfer Out - General Fund $30,000 $10,000 $10,000 $10,000 TOTAL TRANSFERS OUT $30,000 $10,000 $10,000 $10,000 FUND BALANCE RESERVES 25500 Reserves $1,204,605 $1,225,912 $1,278,463 $1,332,162 FUND BALANCE RESERVES $1,204,605 $1,225,912 $1,278,463 $1,332,162 TOTAL USES $1,729,912 $1,751,605 $1,768,605 $1,931,933 INTEGRATED WASTE MANAGEMENT FUND City of Diamond Bar, California 144 FY 2019/20 Proposed Budget 1.b Packet Pg. 80 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:116 FUND DESCRIPTION: The Traffic Mitigation Fund is used to account for funds which have been received from development projects and designated by the City Council for traffic mitigation projects. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $1,000,504 $483,646 $483,646 $6,957,013 31331 Federal STPL Revenue 8,417 ——— 34660 Traffic Mitigation Fees - Eng 73,214 —6,543,657 — 36100 Investment Earnings 13,744 8,000 8,000 8,000 TOTAL RESOURCES $1,095,880 $491,646 $7,035,303 $6,965,013 TRANSFERS OUT 9915-49133 Transfer to CASP Fund $2,039 $—$—$— 9915-49250 Transfer to CIP Fund 610,195 158,067 78,290 110,000 TOTAL TRANSFERS OUT $612,234 $158,067 $78,290 $110,000 FUND BALANCE RESERVES 25500 Reserves $483,646 $333,579 $6,957,013 $6,855,013 FUND BALANCE RESERVES $483,646 $333,579 $6,957,013 $6,855,013 TOTAL USES $1,095,880 $491,646 $7,035,303 $6,965,013 TRAFFIC MITIGATION FUND City of Diamond Bar, California 145 FY 2019/20 Proposed Budget 1.b Packet Pg. 81 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:117 FUND DESCRIPTION: This fund was established in FY 14-15 as a result of Developer Impacts to existing sewer facilities in the City. The fund will be used to account for funds which have been received from development projects and designated by the City Council for sewer facility mitigation/improvement projects. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $111,097 $112,992 $112,992 $66,579 36100 Investment Earnings 1,895 2,000 2,000 2,000 TOTAL RESOURCES $112,992 $114,992 $114,992 $68,579 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $—$64,551 $48,413 $16,138 TOTAL TRANSFERS OUT $—$64,551 $48,413 $16,138 FUND BALANCE RESERVES 25500 Reserves $112,992 $50,441 $66,579 $52,441 FUND BALANCE RESERVES $112,992 $50,441 $66,579 $52,441 TOTAL USES $112,992 $114,992 $114,992 $68,579 SEWER MITIGATION FUND City of Diamond Bar, California 146 FY 2019/20 Proposed Budget 1.b Packet Pg. 82 DEPARTMENT: Special Revenue DIVISION:Air Quality FUND #:118 FUND DESCRIPTION: This fund was established in FY91-92 to account for revenues received as a result of AB2766 which authorized the imposition of an additional motor vehicle registration fee to fund the implementation of air quality management compliance and provisions of the California Clean Air Act of 1988. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $184,074 $139,290 $139,290 $90,545 31810 Pollution Reduction Fees 73,140 70,000 70,000 73,000 36100 Interest Revenue 1,782 3,000 1,500 1,500 TOTAL RESOURCES $258,995 $212,290 $210,790 $165,045 CAPITAL OUTLAY 5098-46100 Auto Equipment $—$56,000 $54,300 $21,000 5098-46412 Traffic Control Improvement —68,545 8698 30,000 TOTAL CAPITAL OUTLAY $—$124,545 $62,998 $51,000 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $119,705 $74,195 $57,247 $16,948 TOTAL TRANSFERS OUT $119,705 $74,195 $57,247 $16,948 FUND BALANCE RESERVES 25500 Reserves $139,290 $13,550 $90,545 $97,097 FUND BALANCE RESERVES $139,290 $13,550 $90,545 $97,097 TOTAL USES $258,995 $212,290 $210,790 $165,045 AIR QUALITY IMPROVEMENT FUND City of Diamond Bar, California 147 FY 2019/20 Proposed Budget 1.b Packet Pg. 83 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:119 FUND DESCRIPTION: The State allocates funds to cities for the specific purpose of the construction of bike and pedestrian paths via SB821. This fund has been established to account for transactions related to the receipt and expenditure of these funds. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$—$—$— 31880 SB821 Revenue 37,525 157,338 22,419 151,298 TOTAL RESOURCES $37,525 $157,338 $22,419 $151,298 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $37,525 $132,337 $22,419 $109,918 TOTAL TRANSFERS OUT $37,525 $132,337 $22,419 $109,918 FUND BALANCE RESERVES 25500 Reserves $—$25,001 $—$41,380 FUND BALANCE RESERVES $—$25,001 $—$41,380 TOTAL USES $37,525 $157,338 $22,419 $151,298 SB 821 FUND - BIKE AND PEDESTRIAN PATHS (TDA) City of Diamond Bar, California 148 FY 2019/20 Proposed Budget 1.b Packet Pg. 84 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:120 FUND DESCRIPTION: The Los Angeles County Metropolitan Transportation Authority (Metro) Call for Projects allocates discretionary transportation capital funds for regionally significant projects proposed by local jurisdictions, Caltrans, and other public agencies. The Call is a competitive grant process that is typically held biannually in odd-numbered years. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Reserve $33 $—$—$— 31332 MTA Grant Revenue 66,277 1,289,418 511,520 777,898 36100 Investment Earnings 54 ——— TOTAL RESOURCES $66,364 $1,289,418 $511,520 $777,898 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $66,364 $1,289,418 $511,520 $777,898 TOTAL TRANSFERS OUT $66,364 $1,289,418 $511,520 $777,898 FUND BALANCE RESERVES 25500 Reserves $—$—$—$— FUND BALANCE RESERVES $—$—$—$— TOTAL USES $66,364 $1,289,418 $511,520 $777,898 MTA GRANTS FUND City of Diamond Bar, California 149 FY 2019/20 Proposed Budget 1.b Packet Pg. 85 DEPARTMENT: Special Revenue DIVISION: Street/Paths Improvements FUND #:121 FUND DESCRIPTION: The Waste Hauler Fund was established in FY 2013-14. These funds are received from the City's Waste Hauler in order to mitigate damage to City streets by large trash trucks. Previously these funds were recognized in the General Fund. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $88,878 $79,725 $79,725 $469 34662 Solid Waste Impact Fees 124,001 130,000 132,000 136,000 36100 Investment Earnings 924 1,000 2,000 1,000 TOTAL RESOURCES $213,803 $210,725 $213,725 $137,469 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $134,079 $213,256 $213,256 $134,469 TOTAL TRANSFERS OUT $134,079 $213,256 $213,256 $134,469 FUND BALANCE RESERVES 25500 Reserves $79,725 $(2,531)$469 $3,000 FUND BALANCE RESERVES $79,725 $(2,531)$469 $3,000 TOTAL USES $213,803 $210,725 $213,725 $137,469 WASTE HAULER FUND City of Diamond Bar, California 150 FY 2019/20 Proposed Budget 1.b Packet Pg. 86 DEPARTMENT: Special Revenue DIVISION: Park Improvement FUND #:122 FUND DESCRIPTION: Within the California Subdivision Map Act is a requirement that developers either contribute land or pay fees to the local municipal government to provide recreational facilities within the development area. This fund is used to account for the fees received. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $496,567 $258,410 $258,410 $107,663 36100 Interest Revenue 6,028 5,000 5,000 3,500 TOTAL RESOURCES $502,595 $263,410 $263,410 $111,163 TRANSFERS OUT 9915-49250 Transfer Out - CIP $244,186 $237,210 $155,747 $36,250 TOTAL TRANSFERS OUT $244,186 $237,210 $155,747 $36,250 FUND BALANCE RESERVES 25500 Reserves $258,410 $26,200 $107,663 $74,913 FUND BALANCE RESERVES $258,410 $26,200 $107,663 $74,913 TOTAL USES $502,595 $263,410 $263,410 $111,163 PARK FEES FUND (QUIMBY) City of Diamond Bar, California 151 FY 2019/20 Proposed Budget 1.b Packet Pg. 87 DEPARTMENT: Special Revenue DIVISION: Park Improvement FUND #:123 FUND DESCRIPTION: The County allocates voter approved funds to the City for the purpose of creating and maintaining an environment which addresses the needs of the City's at risk youth. This FY funds are being used toward the implementation of the youth master plan and the construction of improvements at Stardust Park. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$738 $738 $41,538 31815 Prop A-Safe Neighborhood Parks 35,000 50,000 90,000 — 36100 Investment Earnings 738 —800 — TOTAL RESOURCES $35,738 $50,738 $91,538 $41,538 TRANSFERS OUT 9915-49001 Transfer to General Fund $35,000 $50,000 $50,000 $— TOTAL TRANSFERS OUT $35,000 $50,000 $50,000 $— FUND BALANCE RESERVES 25500 Reserves $738 $738 $41,538 $41,538 FUND BALANCE RESERVES $738 $738 $41,538 $41,538 TOTAL USES $35,738 $50,738 $91,538 $41,538 PROP A - SAFE NEIGHBORHOOD PARKS FUND City of Diamond Bar, California 152 FY 2019/20 Proposed Budget 1.b Packet Pg. 88 DEPARTMENT: Special Revenue DIVISION: Park Improvement FUND #:124 FUND DESCRIPTION: The purpose of this fund is to provide resources for the development and enhancement of the City's parks and facilities. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $75,804 $68,526 $68,526 $48,722 36100 Interest Revenue 1,262 1,000 1,000 1,000 TOTAL RESOURCES $77,066 $69,526 $69,526 $49,722 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $8,540 $45,804 $20,804 $25,000 TOTAL TRANSFERS OUT $8,540 $45,804 $20,804 $25,000 FUND BALANCE RESERVES 25500 Reserves $68,526 $23,722 $48,722 $24,722 FUND BALANCE RESERVES $68,526 $23,722 $48,722 $24,722 TOTAL USES $77,066 $69,526 $69,526 $49,722 PARK & FACILITY DEVELOPMENT FUND City of Diamond Bar, California 153 FY 2019/20 Proposed Budget 1.b Packet Pg. 89 DEPARTMENT: Special Revenue DIVISION:Community Dev FUND #:125 FUND DESCRIPTION: The City receives an annual CDBG allotment from the federal government via the Community Development Commission. The purpose of this grant is to fund approved community development programs and projects benefiting low and moderate income citizens. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 31630 CDBG Revenue-Carry Over $—$(1,319)$(1,319)$44,843 31630 CDBG Revenue 363,842 501,416 501,416 275,324 TOTAL RESOURCES $363,842 $500,097 $500,097 $320,167 PERSONNEL SERVICES 5350-40010 Salaries $14,653 $10,644 $10,935 $25,042 TOTAL PERSONNEL $14,653 $10,644 $10,935 $25,042 SUPPLIES 5215-41200 Operating Supplies $1,751 $2,400 $—$2,400 TOTAL SUPPLIES $1,751 $2,400 $—$2,400 PROFESSIONAL SERVICES 5215-44000 Professional Services $81,792 $117,000 $117,000 $87,829 TOTAL PROFESSIONAL SERVICES $81,792 $117,000 $117,000 $87,829 TRANSFERS OUT 9915-49250 Transfer to CIP Fund $266,965 $343,732 $327,319 $160,000 TOTAL TRANSFERS OUT $266,965 $343,732 $327,319 $160,000 CDBG Carry Over $(1,319)$26,321 $44,843 $44,896 FUND BALANCE RESERVES $(1,319)$26,321 $44,843 $44,896 TOTAL USES $363,842 $500,097 $500,097 $320,167 COMMUNITY DEVELOPMENT BLOCK GRANT FUND City of Diamond Bar, California 154 FY 2019/20 Proposed Budget 1.b Packet Pg. 90 DEPARTMENT: Special Revenue DIVISION:Public Safety FUND #:126 FUND DESCRIPTION: The purpose of these funds are to enhance the City's public safety budget and to fund special public safety related projects. There are some remaining funds which will be used to provide some at risk youth counseling, a contribution to Project Sister, and transfer to the General Fund to fund the City's contracted Law Enforcement Technician. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $222,456 $221,468 $221,468 $245,942 31855 Public Safety Grant - State 100,000 100,000 150,000 100,000 36100 Interest Revenue 4,091 4,500 4,500 4,500 TOTAL RESOURCES $326,547 $325,968 $375,968 $350,442 PROFESSIONAL SERVICES 4411-44000 Professional Services $4,900 $5,000 $5,000 $5,000 TOTAL PROFESSIONAL SERVICES $4,900 $5,000 $5,000 $5,000 CAPITAL OUTLAY 4411-46250 Misc Equipment $4,999 $15,000 $14,800 $5,000 TOTAL CAPITAL OUTLAY $4,999 $15,000 $14,800 $5,000 TRANSFERS OUT 9915-49001 Transfer Out-General Fund $95,180 $110,226 $110,226 $118,154 TOTAL TRANSFERS OUT $95,180 $110,226 $110,226 $118,154 FUND BALANCE RESERVE 25500 Reserves $221,468 $195,742 $245,942 $222,288 FUND BALANCE RESERVES $221,468 $195,742 $245,942 $222,288 TOTAL USES $326,547 $325,968 $375,968 $350,442 CITIZENS OPTION FOR PUBLIC SAFETY FUND City of Diamond Bar, California 155 FY 2019/20 Proposed Budget 1.b Packet Pg. 91 DEPARTMENT: Special Revenue DIVISION:Public Safety FUND #:128 FUND DESCRIPTION: During FY1999-2000, the City received California Law Enforcement Equipment Program (CLEEP) from the State. These funds are to be used to enhance equipment resources available to the City's local law enforcement agency. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $21,187 $14,284 $14,284 $14,534 36100 Interest Revenue 297 250 250 200 TOTAL RESOURCES $21,484 $14,534 $14,534 $14,734 CAPITAL OUTLAY 4411-46250 Misc Equipment $7,199 $10,000 $—$10,000 TOTAL CAPITAL OUTLAY $7,199 $10,000 $—$10,000 FUND BALANCE RESERVES 25500 Reserves $14,284 $4,534 $14,534 $4,734 FUND BALANCE RESERVES $14,284 $4,534 $14,534 $4,734 TOTAL USES $21,484 $14,534 $14,534 $14,734 CA LAW ENFORCEMENT EQUIPMENT PROGRAM FUND City of Diamond Bar, California 156 FY 2019/20 Proposed Budget 1.b Packet Pg. 92 DEPARTMENT: Special Revenue DIVISION: Street Beautification FUND #:131 FUND DESCRIPTION: This fund was established in FY 17-18 as a result of funds received from development projects to be used towards the Diamond Bar Complete Streets improvements as well as other identified capital improvement streetscape or complete streets projects as conditioned by the development projects entitlements. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$318,439 $318,439 $392,439 34550 Developer Fees 368,197 70,000 70,000 — 36,100 Investment Earnings 243 —4,000 2,000 TOTAL RESOURCES $368,439 $388,439 $392,439 $394,439 TRANSFERS OUT 9915-49250 Transfer to CIP $50,000 $—$—$— TOTAL TRANSFERS OUT $50,000 $—$—$— FUND BALANCE RESERVES 25500 Reserves $318,439 $388,439 $392,439 $394,439 FUND BALANCE RESERVES $318,439 $388,439 $392,439 $394,439 TOTAL USES $368,439 $388,439 $392,439 $394,439 STREET BEAUTIFICATION City of Diamond Bar, California 157 FY 2019/20 Proposed Budget 1.b Packet Pg. 93 DEPARTMENT: Special Revenue DIVISION: Park Improvement FUND #:132 FUND DESCRIPTION: Measure A Neighborhood Parks Act was approved by the voters in November 2016 and provides funds to improve the quality of life throughout Los Angeles County by preserving and protecting parks, safe places to play, community recreation facilities, beaches, rivers, open spaces and water conservation. Measure A funds provide local funding for parks, recreation, trails, cultural facilities, open space and Veteran and youth programs. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$—$—$46,000 31341 Category 1 Revenue —190,717 190,717 185,000 31342 M&S Revenue —46,053 46,000 46,000 TOTAL RESOURCES $—$236,770 $236,717 $277,000 TRANSFERS OUT 49250 Transfer Out - CIP Fund $—$190,717 $190,717 $185,000 TOTAL TRANSFERS OUT $—$190,717 $190,717 $185,000 FUND BALANCE RESERVES 25500 Reserves $—$46,053 $46,000 $92,000 FUND BALANCE RESERVES $—$46,053 $46,000 $92,000 TOTAL USES $—$236,770 $236,717 $277,000 MEASURE A NEIGHBORHOOD PARKS ACT City of Diamond Bar, California 158 FY 2019/20 Proposed Budget 1.b Packet Pg. 94 DEPARTMENT: Special Revenue DIVISION:Disability Access FUND #:133 FUND DESCRIPTION: SB 1186 requires that a $4 additional fee is to be paid by any applicant seeking a local business license when it is initially issued or renewed. From January 1, 2018 through December 31, 2023, the City will retain 90% of the fees collected. The purpose of the fee is to increase disability access and compliance with construction-related accessibility. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$6,065 $6,065 $14,165 34562 Business License - SB1186 3,946 8,000 8,000 8,000 36100 Investment Earnings 80 —100 100 39116 Transfer In - Traffic Impr Fund 2,039 ——— TOTAL RESOURCES $6,065 $14,065 $14,165 $22,265 FUND BALANCE RESERVES 25500 Reserves $6,065 $14,065 $14,165 $22,265 FUND BALANCE RESERVES $6,065 $14,065 $14,165 $22,265 TOTAL USES $6,065 $14,065 $14,165 $22,265 CASP SB1186 City of Diamond Bar, California 159 FY 2019/20 Proposed Budget 1.b Packet Pg. 95 DEPARTMENT: Special Revenue DIVISION:Conservation FUND #:134 FUND DESCRIPTION: The Tres Hermanos Conservation Authority Fund was created in 2019 to track the CIty's portion of the maintenance costs related at the Tres Hermanos property and transfers in from the General Fund. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $—$—$—$— 39001 Transfer In - General Fund —55,000 55,000 70,000 TOTAL RESOURCES $—$55,000 $55,000 $70,000 OPERATING EXPENDITURES 42210 Maint. of Grounds/Bldgs $—$55,000 $55,000 $70,000 TOTAL OPERATING EXP $—$55,000 $55,000 $70,000 FUND BALANCE RESERVES 25500 Reserves $—$—$—$— FUND BALANCE RESERVES $—$—$—$— TOTAL USES $361,661 $403,302 $403,302 $477,302 TRES HERMANOS CONSERVATION AUTHORITY FUND City of Diamond Bar, California 160 FY 2019/20 Proposed Budget 1.b Packet Pg. 96 DEPARTMENT: Special Revenue DIVISION: Public Information FUND #:135 FUND DESCRIPTION: Public, Educational and Governmental (PEG) fees totaling 1% of gross revenues are remitted to the City by all video service providers with a valid state franchise. In accordance with federal law, PEG fees may be used only for capital expenditures related to the City's operations of its PEG channels. Capital expenditures include equipment, and related labor, software, training and associated warranty costs. Repairs are not considered capital expenditures. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $252,471 $299,302 $299,302 $373,302 31215 PEG Fees 104,870 100,000 100,000 100,000 36100 Interest Revenue 4,320 4,000 4,000 4,000 TOTAL RESOURCES $361,661 $403,302 $403,302 $477,302 CAPITAL OUTLAY 4095-46250 Miscellaneous Equipment $62,359 $35,000 $30,000 $68,700 TOTAL CAPITAL OUTLAY $62,359 $35,000 $30,000 $68,700 TRANSFERS OUT 9915-49250 Transfer Out - CIP Fund $—$75,000 $—$— TOTAL TRANSFERS OUT $—$75,000 $—$— FUND BALANCE RESERVES 25500 Reserves $299,302 $368,302 $373,302 $408,602 FUND BALANCE RESERVES $299,302 $368,302 $373,302 $408,602 TOTAL USES $361,661 $403,302 $403,302 $477,302 PEG FEES FUND City of Diamond Bar, California 161 FY 2019/20 Proposed Budget 1.b Packet Pg. 97 DEPARTMENT: Special Revenue DIVISION:Landscape FUND #:138 FUND DESCRIPTION: The City is responsible for the operations of the LLAD #38 which primarily maintains the City's medians. This district was was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund accounts for this district's operations. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $—$—$—$— 30300 Prop Tax-Special Assessment 267,337 274,170 274,170 276,330 39001 Transfer in - General Fund 146,199 111,215 111,738 60,499 TOTAL RESOURCES $413,536 $385,385 $385,908 $336,829 PERSONNEL SERVICES 5538-40010 Salaries $24,524 $26,467 $26,467 $27,028 5538-40020 Over Time Wages 371 300 500 400 5538-40070 City Paid Benefits 300 300 300 286 5538-40080 Classic Member Retirement 4,792 3,981 3,981 4,358 5538-40081 Classic Member - UAL Pmt —1,412 1,410 2,814 5538-40083 Worker's Comp. Exp.729 756 756 782 5538-40084 Short/Long Term Disability 149 154 154 159 5538-40085 Medicare 349 389 389 398 5538-40090 Benefit Allotment 3,882 4,032 4,032 4,182 TOTAL PERSONNEL $35,096 $37,791 $37,989 $40,406 OPERATING EXPENDITURES 5538-42115 Advertising $2,205 $5,000 $5,000 $5,000 5538-42126 Utilities 144,392 168,000 168,000 176,399 5538-42210 Maint. of Grounds/Bldgs 7,698 46,070 46,070 36,500 TOTAL OPERATING EXP $154,295 $219,070 $219,070 $217,899 PROFESSIONAL SERVICES 5538-44000 Professional Services $5,319 $5,500 $5,500 $5,500 TOTAL PROFESSIONAL SERVICES $5,319 $5,500 $5,500 $5,500 CONTACT SERVICES 5538-45500 Contract Services $215,612 $116,524 $116,524 $66,524 5538-45509 Tree Maintenance 3,214 6,500 6,825 6,500 TOTAL CONTRACT SERVICES $218,826 $123,024 $123,349 $73,024 FUND BALANCE RESERVE 25500 Reserves $—$—$—$— FUND BALANCE RESERVES $—$—$—$— TOTAL USES $413,536 $385,385 $385,908 $336,829 LANDSCAPE MAINTENANCE - DIST. #38 FUND City of Diamond Bar, California 162 FY 2019/20 Proposed Budget 1.b Packet Pg. 98 DEPARTMENT: Special Revenue DIVISION:Landscape FUND #:139 FUND DESCRIPTION: The City is responsible for the operations of the LLAD #39. This district was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund accounts for this district's operations. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Approp Fund Balance $66,810 $—$—$— 30300 Prop Tax-Special Assessment 293,634 294,764 294,764 294,764 39001 Transfer In - General Fund 3,737 253,959 277,957 169,068 TOTAL RESOURCES $364,180 $548,723 $572,721 $463,832 PERSONNEL SERVICES 5539-40010 Salaries $13,822 $14,868 $14,868 $15,265 5539-40020 Over Time Wages 371 300 500 400 5539-40070 City Paid Benefits 180 180 180 172 5539-40080 Classic Member Retirement 2,697 2,249 2,249 2,475 5539-40081 Classic Member - UAL Pmt —797 795 1,598 5539-40083 Worker's Comp. Exp.414 427 427 444 5539-40084 Short/Long Term Disability 84 87 87 90 5539-40085 Medicare 203 221 221 225 5539-40090 Benefit Allotment 2,322 2,412 2,412 2,502 TOTAL PERSONNEL $20,093 $21,541 $21,739 $23,170 OPERATING EXPENDITURES 5539-42115 Advertising $2,205 $5,000 $5,000 $5,000 5539-42126 Utilities 106,522 133,035 133,035 139,686 5539-42210 Maint. of Grounds/Bldgs 21,566 42,871 42,871 34,500 TOTAL OPERATING EXP $130,292 $180,906 $180,906 $179,186 PROFESSIONAL SERVICES 5539-44000 Professional Services $5,319 $5,500 $29,300 $5,500 TOTAL PROFESSIONAL SERVICES $5,319 $5,500 $29,300 $5,500 CONTACT SERVICES 5539-45500 Contract Services $208,476 $208,476 $208,476 $208,476 5539-45509 Tree Maintenance —95,400 95,400 6,500 5539-45519 Weed Abatement —36,900 36,900 41,000 TOTAL CONTRACT SERVICES $208,476 $340,776 $340,776 $255,976 FUND BALANCE RESERVE 25500 Reserves $—$—$—$— FUND BALANCE RESERVES $—$—$—$— TOTAL USES $344,087 $527,182 $550,982 $463,832 LANDSCAPE MAINTENANCE - DIST. #39 FUND City of Diamond Bar, California 163 FY 2019/20 Proposed Budget 1.b Packet Pg. 99 DEPARTMENT: Special Revenue DIVISION:Landscape FUND #:141 FUND DESCRIPTION: The City is responsible for the operations of the LLAD #41. This district was set up in accordance with the Landscape and Lighting Act of 1972. Property owners benefiting from this district receive a special assessment on their property taxes. This fund is to account for the cost of the operations of this special district. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $—$—$—$— 30300 Prop Tax-Special Assessment 123,130 122,157 122,157 122,157 39001 Transfer in - General Fund 84,865 149,138 172,138 199,501 TOTAL RESOURCES $207,995 $271,295 $294,295 $321,658 PERSONNEL SERVICES 5541-40010 Salaries $11,950 $14,868 $14,868 $15,265 5541-40020 Over Time Wages 148 200 400 400 5541-40070 City Paid Benefits 144 180 180 172 5541-40080 Classic Member Retirement 2,336 2,249 2,249 2,475 5541-40083 Worker's Comp. Exp.362 427 427 444 5541-40084 Short/Long Term Disability 73 87 87 90 5541-40085 Medicare 169 221 221 225 5541-40090 Benefit Allotment 1,865 2,412 2,412 2,502 TOTAL PERSONNEL $17,046 $21,441 $21,641 $23,170 OPERATING EXPENDITURES 5541-42115 Advertising $1,680 $5,000 $5,000 $5,000 5541-42126 Utilities 61,309 71,138 71,138 74,694 5541-42210 Maint. of Grounds/Bldgs —25,000 25,000 20,000 TOTAL OPERATING EXP $62,989 $101,138 $101,138 $99,694 PROFESSIONAL SERVICES 5541-44000 Professional Services $5,319 $9,500 $32,300 $5,500 TOTAL PROFESSIONAL SERVICES $5,319 $9,500 $32,300 $5,500 CONTACT SERVICES 5541-45500 Contract Services $68,430 $68,076 $68,076 $68,076 5541-45509 Tree Maintenance 18,000 ——71,000 5541-45519 CS-Weed/Pest Abatement 36,211 71,140 71,140 54,218 TOTAL CONTRACT SERVICES $122,641 $139,216 $139,216 $193,294 FUND BALANCE RESERVE 25500 Reserves $—$—$—$— FUND BALANCE RESERVES $—$—$—$— TOTAL USES $190,949 $249,854 $272,654 $321,658 LANDSCAPE MAINTENANCE - DIST. # 41 FUND City of Diamond Bar, California 164 FY 2019/20 Proposed Budget 1.b Packet Pg. 100 DEPARTMENT: Special Revenue DIVISION:Grant Fund FUND #:160 FUND DESCRIPTION: The Department of Resources Recycling and Recovery (CalRecycle) administers the annual Used Oil Payment Program (OPP) grant program to provide cities with the opportunity to offer used oil recycling and disposal programs. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $17,292 $16,486 $16,486 $16,486 31870 Used Motor Oil Block Grant 15,496 15,700 15,700 15,800 36100 Interest Revenue 305 300 —— TOTAL RESOURCES $33,093 $32,486 $32,186 $32,286 SUPPLIES 5516-41200 Operating Supplies $3,484 $3,000 $3,000 $3,000 5516-41300 Small Tools and Equipment 5,819 6,000 6,000 6,000 TOTAL SUPPLIES $9,302 $9,000 $9,000 $9,000 OPERATING EXPENDITURES 5516-42110 Printing $1,200 $1,000 $1,000 $400 5516-42115 Advertising 1,400 900 900 2,000 5516-42120 Postage 2,700 2,000 2,000 1,500 TOTAL OPERATING EXP $5,300 $3,900 $3,900 $3,900 PROFESSIONAL SERVICES 5516-44000 Professional Services $1,460 $2,800 $2,800 $3,000 TOTAL PROFESSIONAL SERVICES $1,460 $2,800 $2,800 $3,000 CONTRACT SERVICES 5516-45500 Contract Services $545 $—$—$— TOTAL CONTRACT SERVICES $545 $—$—$— FUND BALANCE RESERVE 25500 Reserves $16,486 $16,786 $16,486 $16,386 FUND BALANCE RESERVES $16,486 $16,786 $16,486 $16,386 TOTAL USES $33,093 $32,486 $32,186 $32,286 USED OIL BLOCK GRANT FUND City of Diamond Bar, California 165 FY 2019/20 Proposed Budget 1.b Packet Pg. 101 DEPARTMENT: Special Revenue DIVISION:Grant Fund FUND #:161 FUND DESCRIPTION: The Department of Resources Recycling and Recovery (CalRecycle) administers this annual grant program to provide cities with the opportunity to offer beverage container recycling programs, including aluminum, glass, plastic and bi-metal. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Approp Fund Balance $54,044 $53,264 $53,264 $54,016 31875 Beverage Container Grant 14,409 14,409 14,562 14,562 36100 Interest Revenue 818 600 600 600 TOTAL RESOURCES $69,271 $68,273 $68,426 $69,178 OPERATING EXPENDITURES 5516-41200 Supplies $9,421 $8,410 $8,410 $— 5516-41300 Small Tools & Equipment ———37,000 5516-42110 Printing 1,200 1,000 1,000 — 5516-42115 Advertising 1,400 3,000 3,000 — 5516-42120 Postage 3,987 1,000 1,000 — TOTAL OPERATING EXP $16,008 $13,410 $13,410 $37,000 PROFESSIONAL SERVICES 5516-44000 Professional Services $—$1,000 $1,000 $— TOTAL PROFESSIONAL SERVICES $—$1,000 $1,000 $— FUND BALANCE RESERVE 25500 Reserves $53,264 $53,863 $54,016 $32,178 FUND BALANCE RESERVES $53,264 $53,863 $54,016 $32,178 TOTAL USES $69,271 $68,273 $68,426 $69,178 BEVERAGE CONTAINER RECYCLING GRANT FUND City of Diamond Bar, California 166 FY 2019/20 Proposed Budget 1.b Packet Pg. 102 City of Diamond Bar, California 204 FY 2019/20 Proposed Budget 1.b Packet Pg. 103 FUND TYPE:Debt Service FUNCTION:Debt Service FUND #:370 FUND DESCRIPTION: This fund was established to account for the debt service on the 2002 fixed rate bonds used to finance the Diamond Bar Center. The fund will account for principal and interest payments on the bonds and any banking charges related to the bond. The costs will be reimbursed by means of a transfer from the General Fund. The bonds will mature June 1, 2033. The outstanding principal balance at June 30, 2019 is $8,775,000. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $80 $199 $199 $199 36100 Investment Earnings 250 100 100 100 39001 Transfer from General Fund 859,059 858,307 858,092 860,706 TOTAL RESOURCES $859,390 $858,606 $858,391 $861,005 OTHER EXPENDITURES 5333-42128 Banking Charges $3,285 $3,500 $3,285 $3,500 5333-47050 Bond Principal 420,000 440,000 440,000 460,000 5333-47100 Interest Expense 435,906 414,907 414,907 397,306 TOTAL OTHER EXP $859,191 $858,407 $858,192 $860,806 FUND BALANCE RESERVES 25500 Reserves $199 $199 $199 $199 FUND BALANCE RESERVES $199 $199 $199 $199 TOTAL USES $859,390 $858,606 $858,391 $861,005 DEBT SERVICE FUND City of Diamond Bar, California 205 FY 2019/20 Proposed Budget 1.b Packet Pg. 104 City of Diamond Bar, California 206 FY 2019/20 Proposed Budget 1.b Packet Pg. 105 FUND TYPE:Internal Service FUNCTION:Self Insurance FUND #:510 FUND DESCRIPTION: This fund was established in accordance with Resolution #89-53. The resolution states the City will establish a self-insurance reserve fund. The purpose of the fund shall be to pay all self-assumed losses and related costs. Contributions to the fund shall be pro-rata from all other City funds afforded protection under the program based upon each of the funds exposure to liability. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $921,506 $1,000,000 $1,000,000 $1,000,000 36100 Interest Revenue 8,140 8,500 8,500 9,000 39001 Transfer in - General Fund 460,706 456,628 456,628 487,451 TOTAL RESOURCES $1,390,351 $1,465,128 $1,465,128 $1,496,451 OTHER EXPENDITURES 4081-47200 Insurance Expenditures $31,055 $42,927 $42,927 $46,292 4081-47210 Insurance Deposits 359,296 422,201 422,201 450,159 TOTAL OTHER EXP $390,351 $465,128 $465,128 $496,451 FUND BALANCE RESERVES 25500 Reserves $1,000,000 $1,000,000 $1,000,000 $1,000,000 FUND BALANCE RESERVES $1,000,000 $1,000,000 $1,000,000 $1,000,000 TOTAL USES $1,390,351 $1,465,128 $1,465,128 $1,496,451 SELF INSURANCE FUND City of Diamond Bar, California 207 FY 2019/20 Proposed Budget 1.b Packet Pg. 106 FUND TYPE:Internal Service FUNCTION: Equip Maint/ Replacement FUND #:520 FUND DESCRIPTION: This fund was established in FY99-00 to incorporate a method for the eventual replacement of the City's vehicles and associated equipment. The vehicles and equipment will be capitalized over its useful life expectancy. Beginning with FY 2015/16 the fleet fuel and maintenance costs will also be tracked in this fund. The necessary funds to cover the costs incurred are transferred from the General Fund. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserve $652,911 $532,721 $532,721 $435,333 36100 Investment Revenue 7,212 7,500 5,000 5,000 39001 Transfer in - General Fd ——150,000 — TOTAL RESOURCES $660,123 $540,221 $687,721 $440,333 OPERATING EXPENDITURES 4093-42310 Fuel - Pool Cars $2,971 $6,000 $6,000 $6,000 5333-42310 Fuel - DBC —500 500 500 5350-42310 Fuel - Recreation 223 ——— 5230-42310 Fuel - Neighborhood Improvement 1,534 2,400 2,400 2,400 5556-42310 Fuel - Parks & Facilities 17,872 19,500 19,500 19,500 5554-42310 Fuel - Road Maintenance 6,512 8,000 8,000 8,000 4030-42203 Vehicle Maint - City Manager —500 500 500 4093-42203 Vehicle Maint - Pool Cars 6,436 7,000 7,000 7,000 5230-42203 Vehicle Maint - NI 1,173 2,500 2,500 2,500 5310-42203 Vehicle Maint - Parks & Rec Admin 160 ——— 5350-42203 Vehicle Maint - Recreation 91 ——— 5556-42203 Vehicle Maint - Parks & Facilities 19,027 20,000 20,000 20,000 5554-42203 Vehicle Maint - Road Maint 6,380 8,500 8,500 5,500 4090-42215 Depreciation Expense 65,022 50,000 65,000 75,000 TOTAL OPERATING EXP 127,402 124,900 139,900 146,900 CAPITAL OUTLAY 4090-46100 Auto Equipment $—$87,488 $87,488 $40,000 5554-46250 Miscellaneous Equipment —25,000 25,000 40,000 TOTAL CAPITAL OUTLAY $—$112,488 $112,488 $80,000 FUND BALANCE RESERVES 25500 Reserves $532,721 $302,833 $435,333 $213,433 FUND BALANCE RESERVES $532,721 $302,833 $435,333 $213,433 TOTAL USES $660,123 $540,221 $687,721 $440,333 VEHICLE MAINTENANCE & REPLACEMENT FUND City of Diamond Bar, California 208 FY 2019/20 Proposed Budget 1.b Packet Pg. 107 FUND TYPE:Internal Service FUNCTION:Equip Maint/Rpl FUND #:530 FUND DESCRIPTION: This fund has been established to assist the City in funding and anticipating various equipment replacement and/or enhancements. The equipment will be capitalized over the life expectancy and the amount will be transferred into this fund from the General Fund. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance, Beginning of Year $642,762 $783,755 $783,755 $1,682,495 36100 Investment Revenue 5,238 5,800 5,800 5,500 39001 Transfer in - General Fund 428,774 989,895 1,248,242 109,000 39018 Transfer in - Tech Reserve Fund 16,176 394,898 394,898 — TOTAL RESOURCES $1,092,950 $2,174,348 $2,432,695 $1,796,995 OPERATING EXPENDITURES 4070-42215 Depreciation - Expense $96,263 $150,000 $150,000 $150,000 TOTAL OPERATING EXP $96,263 $150,000 $150,000 $150,000 CAPITAL OUTLAY 4070-46230 Computer Equip-Hardware $151,748 $368,800 $368,800 $109,000 4070-46235 Computer Equip-Software 50,201 976,694 231,400 589,225 TOTAL CAPITAL OUTLAY $201,949 $1,345,494 $600,200 $698,225 LOSS ON EQUIPMENT DISPOSAL 4070-47170 Loss on Equipment Disposal $10,983 $—$—$— TOTAL LOSS ON EQUIP DISPOSAL $10,983 $—$—$— FUND BALANCE RESERVES 25500 Reserves $783,755 $678,854 $1,682,495 $948,770 FUND BALANCE RESERVES $783,755 $678,854 $1,682,495 $948,770 TOTAL USES $1,092,950 $2,174,348 $2,432,695 $1,796,995 EQUIPMENT MAINTENANCE & REPLACEMENT FUND City of Diamond Bar, California 209 FY 2019/20 Proposed Budget 1.b Packet Pg. 108 FUND TYPE:Internal Service FUNCTION: Equip Maint/ Replacement FUND #:540 FUND DESCRIPTION: This fund was established in FY12-13 to incorporate a method to fund the eventual replacement of equipment at City Hall. The primary revenue source in this fund is rebates received from Southern California Edison from the installation of solar panels at City Hall. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $435,578 $444,107 $444,107 $206,107 36100 Investment Revenue 7,446 7,000 7,000 7,000 36760 Solar Incentive Revenue 1,084 ——— TOTAL RESOURCES $444,107 $451,107 $451,107 $213,107 CAPITAL OUTLAY 4093-46410 Capital Improvements $—$18,000 $18,000 $10,000 5333-46410 Capital Improvements —100,000 100,000 75,000 5556-46410 Capital Improvements —55,000 27,000 65,000 TOTAL CAPITAL OUTLAY $—$173,000 $145,000 $150,000 TRANSFERS OUT 9915-49250 Transfer Out - CIP Fund $—$100,000 $100,000 $— TOTAL TRANSFERS OUT $—$100,000 $100,000 $— FUND BALANCE RESERVES 25500 Restricted Fund Balance $—$—$—$— 25500 Reserves 444,107 178,107 206,107 63,107 FUND BALANCE RESERVES $444,107 $178,107 $206,107 $63,107 TOTAL USES $444,107 $451,107 $451,107 $213,107 BUILDING FACILITY & MAINTENANCE FUND City of Diamond Bar, California 210 FY 2019/20 Proposed Budget 1.b Packet Pg. 109 City of Diamond Bar, California 211 FY 2019/20 Proposed Budget 1.b Packet Pg. 110 FUND TYPE:Fiduciary Funds FUNCTION:OPEB Trust FUND #:620 FUND DESCRIPTION: This fund was established in accordance with the GASB Statement 74 (previously GASB 43) for Post Employment Benefit Plans Other Than Pension Plans. FY 17/18 Actual FY 18/19 Adjusted FY 18/19 Projected FY 19/20 Proposed ESTIMATED RESOURCES 25500 Fund Balance Reserves $149,069 $240,630 $240,630 $329,760 36100 Interest Revenue 6,970 10,000 2,000 5,000 39020 Contrib from OPEB Reserve 84,591 86,600 87,130 88,000 TOTAL RESOURCES $240,630 $337,230 $329,760 $422,760 OTHER EXPENDITURES 4090-40086 OPEB Expenditure $—$—$—$— TOTAL OTHER EXP $—$—$—$— FUND BALANCE RESERVES 25500 Reserves $240,630 $337,230 $329,760 $422,760 FUND BALANCE RESERVES $240,630 $337,230 $329,760 $422,760 TOTAL USES $240,630 $337,230 $329,760 $422,760 OTHER POST EMPLOYMENT BENEFITS TRUST City of Diamond Bar, California 212 FY 2019/20 Proposed Budget 1.b Packet Pg. 111 Agenda #: 6.1 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CITY COUNCIL MEETING MINUTES. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Approve. PREPARED BY: Attachments: 1. 6.1.a Regular Meeting of May 7, 2019. 6.1 Packet Pg. 112 MINUTES OF THE CITY COUNCIL REGULAR MEETING OF THE CITY OF DIAMOND BAR MAY 7, 2019 CALL TO ORDER: Mayor Pro Tem Tye called the Regular City Council meeting to order at 6:30 p.m. in the South Coast Air Quality Management District/Government Center Auditorium, 21865 Copley Drive, Diamond Bar, CA. Staff Present: Dan Fox, City Manager; Ryan McLean, Assistant City Manager; David DeBerry, City Attorney; Ken Desforges, IS Director; Ryan Wright, Parks and Recreation Director; Dianna Honeywell, Finance Director; Grace Lee, Senior Planner; Anthony Santos, Assistant to the City Manager; Marsha Roa, Public Information Director; Cecilia Arellano, Public Information Coordinator, and Tommye Cribbins, City Clerk. PLEDGE OF ALLEGIANCE: Mayor Pro Tem Tye led the Pledge of Allegiance. INVOCATION: None provided. ROLL CALL: Council Members Chou, Low, Lyons, and Mayor Pro Tem Tye. Absent: Mayor Herrera was excused. APPROVAL OF AGENDA: As presented. 1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: 1.1 J. Lopez, Assistant Chief of Forestry from the Los Angeles County Fire Department, provided a video entitled READY SET GO a video regarding the need for brush clearance. 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: None. 3. PUBLIC COMMENTS: Greg Agee, LA County Sanitation Districts, provided an update on contract negotiations and asked that the City’s delegates support the contract. Felicia Petrie, 1483 Winterwood Lane, asked that the Council delegates support the union ASME contract. 4. RESPONSE TO PUBLIC COMMENTS: None. 5. SCHEDULE OF FUTURE EVENTS: 5.1 Spring Corporate Showcase – May 9, 2019 – 11:00 a.m. – 1:00 p.m., Diamond Bar Center, 1600 S. Grand Avenue. 6.1.a Packet Pg. 113 MAY 07, 2019 PAGE 2 CITY COUNCIL 5.2 Traffic and Transportation Commission Meeting – May 9, 2019, 2019 – 6:30 p.m., W indmill Community Room, 21810 Copley Drive. 5.3 Planning Commission Meeting – May 14, 2019 – 6:30 p.m., Windmill Community Room, 21810 Copley Drive. 5.4 Heritage Park Conceptual Design Community Workshop – May 14, 2019 – 6:30 p.m. – 8:00 p.m., Heritage Park, 2900 S Brea Canyon Road. 5.5 Sunset Crossing Conceptual Design Community Workshop – May 16, 2019 – 6:30 p.m., YMCA Early Learning Center, 22600 Sunset Crossing Road. 5.6 City Council Meeting – May 21, 2019 – 6:30 p.m., AQMD/Government Center Auditorium, 21865 Copley Drive. 6. CONSENT CALENDAR: C/Lyons moved, C/Low seconded, to approve the Consent Calendar Items with the exception of Item 6.8 pulled by C/Chou and Item 6.10 pulled by C/Lyons for further considerat ion. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chou, Low, Lyons, MPT/Tye NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: M/Herrera 6.1 APPROVED CITY COUNCIL MEETING MINUTES: 6.1a STUDY SESSION OF APRIL 16, 2019 – as presented. 6.1b REGULAR MEETING OF APRIL 16, 2019 – as presented. 6.2 RECEIVED AND FILED PLANNING COMMISSION MINUTES: 6.2a REGULAR MEETING OF JANUARY 22, 2019. 6.3 RECEIVED AND FILED TRAFFIC AND TRANSPORTATION COMMISSION MINUTES: 6.3a REGULAR MEETING OF FEBRUARY 14, 2019. 6.4 RECEIVED AND FILED PARKS AND RECREATION COMMISSION MINUTES: 6.4a REGULAR MEETING OF MARCH 28, 2019. 6.5 RATIFICATION OF CHECK REGISTER DATED APRIL 11, 2019 THROUGH MAY 1, 2019 TOTALING $2,444,075.09. 6.6 APPROVED TREASURER’S STATEMENT FOR MARCH 2019. 6.1.a Packet Pg. 114 MAY 07, 2019 PAGE 3 CITY COUNCIL 6.7 APPROVED AND AUTHORIZED THE DIRECTOR OF PUBLIC WORKS/CITY ENGINEER, TO FILE THE NOTICE OF COMPLETION FOR THE CITY ENTRY MONUMENT SIGN PROJECT AT DIAMOND BAR BOULEVARD/TEMPLE AVENUE AND GOLDEN SPRINGS DRIVE/CALBOURNE DRIVE – PROJECT #26516. 6.9 APPROVED THE MERCHANT PROCESSING AGREEMENT FOR CREDIT CARD PAYMENT PROCESSING WITH CARDCONNECT. WITHDRAWN FROM CONSENT CALENDAR: 6.8 PROPOSITION A LOCAL RETURN TRANSIT FUND AGREEMENT WITH THE CITY OF POMONA. C/Chou asked if the $727,000 was the City’s portion (25 percent) of the ½ cent sales tax measure. FD/Honeywell responded affirmatively. C/Chou stated that this was a Proposition passed by the voters with the understanding that the actual sales tax dollars being collected w ould be spent on transit projects through the County and expressed concern that the proposed exchange would take that money and place it in the City’s General Fund for other Capital Improvement Projects. C/Chou stated that Metro Guidelines lists 15 ways the money can be spent. C/Chou said that one of the exceptions, Item 14 on the approved uses list, is that the City can actually accumulate the funds beyond the three -year allotted period to fund a larger p roject going forward. He believes that on a practical level, if the City is looking at the Downtown Diamond Bar area at Diamond Bar Boulevard/Golden Springs Drive, this area would have need for some creative public transit solution once the area is bu ilt-out, to alleviate potential congestion. Additionally, with the potential passage of SB50, there may be some high-density requirements around the transit center and he believes at some point, the City may be looking at building some public transit solutions like buses or Park ‘n Ride. On a fiscal level, the City is proposing to give up $970,000 to Pomona in exchange for $727,500, at an exchange rate of about 75 cents on the dollar, for a loss of about $242,500 of Prop A monies. If the City cannot find a project it would, in his opinion, benefit the residents if the dollars were returned back to the Dial-a-Ride program or allocated to the paratransit projects to fully fund those projects going forward. C/Chou recommended that the Council look at projects that could potentially use this money, and if there is no current project for the 6.1.a Packet Pg. 115 MAY 07, 2019 PAGE 4 CITY COUNCIL $242,000, come up with a project for the downtown Diamond Bar area or the potential high-density area around the Metro Station area. At a minimum he believes the City should return the money to the Dial -a-Ride program from which the City took money a couple of years ago. C/Chou made a motion for staff to come up with a way to use the entire amount of the City’s portion and not exchange it for 75 cents on the dollar. FD/Honeywell explained that during Fiscal Year 2019 budget process staff did an exhaustive search of projects that the City could fund with Prop A funds and were able to reprogram the Dial-a-Ride program to be fully funded by Prop A which was previously funded by Prop C funds. Additionally, staff looked at all of the City’s outstanding Capital Improvement Projects that are currently in process, as well as, those that will be in process as new projects next year. As was reported in the CIP Study Session, there was very little General Fund money used for Capital Improvement Projects because the City was able to use Special Revenue Funds (primarily) for all of those projects. Staff has been doing a be tter job of programming those Special Revenue Funds and using them first before using General Fund monies. CM/Fox stated that this evening’s request is imbedded in the current Fiscal Year budget. Based on the exchange of Prop A Funds, the City would be able to fund those Capital Improvements Projects listed in staff’s report. It clearly is a policy decision on how the Cou ncil wishes to move forward; however, if the Council decides not to move forward, staff will need to come back to the Council and reprogram those Capital Improvement Projects with General Fund reserves to pay for those projects that are currently underway as part of this year’s budget. C/Lyons stated that she believes that with the proceeds of this money going to the General Fund they can be used to repair the City’s roads and still get used for “transportation” purposes. One of the things people really like about Diamond Bar is that the City really maintains its roads well, and that the City does not have potholes and huge cracks but she agrees with C/Chou that she hates giving up the 25 percent. C/Low said that C/Chou mentioned these funds can be aggregated over a three-year period, and asked FD/Honeywell to explain how that works. FD/Honeywell explained that the City is allocated money each year and her understanding of the funds is that the City has to spend them within three years of issuance of the funds. With the Dial-a-Ride program, Diamond Bar is very generous and more generous than most cities in the region with a 20 percent subsidy for residents’ passes for the program. These funds are being utilized to the greatest extent possible and when there is an excess of funds, it is determined that the best option is to sell 6.1.a Packet Pg. 116 MAY 07, 2019 PAGE 5 CITY COUNCIL the excess funds and program them only in Capital Improvement Projects which has been the City’s practice in the past. C/Low said that if this year the City’s rebate amount was $1.2 million aggregated for three years, and there was a project in the next three-year timeframe that would cost under $4 million that it could fund. FD/Honeywell said that it is a very specific kind of transportation. Cities cannot merely pave the streets with Prop A money. It is very specific as to what cities can do and it has to involve a transit line, building a train station, etc. which are not things that Diamond Bar necessarily does or foresees doing. C/Low asked if she was correct that Diamond Bar woul d not have the opportunity to spend those dollars in that fashion other than how the City is currently acting. FD/Honeywell said that C/Low was correct. C/Low said that in this case, it would be pointless to hold on to the funds . C/Chou said that according to Metro guidelines, the Capital Reserve option is stated as such: “a Capital Reserve Project provides a jurisdiction the opportunity to accumulate local return funds over and above the three- year period to finance a large project”. Per your discussion, projects are limited to construction of bus facilities, bus purchases, transit centers, park and ride lots, construction of major street improvements or, rail projects along Metro’s plan and adopted rail corridor. Further, it states that a Capital Reserve Project constitutes a long-term financial planning commitment. Again, to his earlier point, he believes with the future planning for downtown Diamond Bar and the potential for high -density housing around transit centers (Metro Station), it is hard for him to believe that a project cannot be found for spending this money. In 2018 $230,000 was exchanged with Manhattan Beach for which Diamond Bar received $161,000 (a loss of about $69,000) and in 2017 $1.2 million was exchanged with the City of Industry for which Diamond Bar received $840,000 (a loss of about $360,000). By combining this year’s exchange, the City will have given up $671,000 in Prop A funds over a three -year period. FD/Honeywell said she understood C/Chou’s point. She believes that in the current five-year CIP plan, the City has allocated as much Prop A funds as possible. If there is something beyond that she is not aware of for which she needs to be setting aside Prop A funds, that would be a Council direction. 6.1.a Packet Pg. 117 MAY 07, 2019 PAGE 6 CITY COUNCIL C/Chou moved to have staff look at this item again to potentially find a way to spend this excess money over the next three to five -year period or try to negotiation a better rate of exchange. C/Lyons said she was not sure either of those option s would be feasible. She asked the timeline for executing the exchange with Pomona. FD/Honeywell responded that Pomona has this item agendized for their May 20 City Council meeting and Diamond Bar has it in the budget to be completed by June 30th. MPT/Tye said his understanding is that there is a “use it or lose it” timeframe which is the end of the current fiscal year (June 30th) for the money in question. CM/Fox said he believes this opportunity to exchange it with the City of Pomona is this fiscal year. FD/Honeywell agreed. CM/Fox said that as a part of that, should the Council decide not to approve the exchange, this year’s fiscal year budget and capital improvement program with respect to several projects related to parks would need to be subsidized through General Fund reserves in order to complete those projects. Council could continue this matter to the next meeting to see if staff can renegotiate a slightly better rate. This rate is better than what was put forth several months ago with the City of Manhattan Beach. To C/Chou’s comments regarding the Capital Improvement Program, staff could look at that moving forward and with the General Plan update, if there are those opportunities for the next budget year, the City could begin banking those funds and look for those types of projects. Again, they are very limited and they are related to public transportation. Diamond Bar does not run a bus system, the Metrolink is not within the City limits and about the only thing the City could possibly do would be to expand the Diamond Ride program, Metrolink subsidies for bus passes or build a Park and Ride lot somewhere on property the City does not currently own. MPT/Tye said if he heard FD/Honeywell correctly, Diamond Bar is alread y subsidizing Metro to the maximum amount. These funds cannot be held on the idea of something that has come forward out of the General Plan into perpetuity. Such a project has to be ready to go within a time certain. MPT/Tye said we did not take money from Dial-A-Ride, we tightened up the restrictions to eliminate the abuse which grew from about $350,000 to $650,000 with folks using it outside of the parameters of what was originally designated. 6.1.a Packet Pg. 118 MAY 07, 2019 PAGE 7 CITY COUNCIL ACM/McLean said that MPT/Tye was correct that the radius of the program was adjusted. At one point it stretched to the west side of Los Angeles and out past the Fontana/Rialto area on the east side. Those radius areas were brought back down which reduced the mileage and the costs. MPT/Tye has always had the sense that it was a use it or lose it proposition and he would much rather have 75 cents on the dollar than zero dollars. It is our tax money to use as we see fit once, we make that exchange with Pomona. C/Chou reiterated his concerns. C/Lyons said she believes the thing to do would be to move forward with the exchange with Pomona, which is certainly better than what Manhattan Beach offered, and next fiscal year when the General Plan is adopted and approved, the Council and staff would know with more clarity what might be possible. C/Lyons moved to approve the agreement as recommended by staff. C/Low said she understands C/Chou’s concerns that Diamond Bar doesn’t want to give up 25 percent. She appreciates the research C/Chou brought to the Council this evening, but having been in public service and having done a lot of work on websites, what is on the website does not go into the nitty gritty and give you the complete facts. There are exceptions and qualifications and she does not feel that the Council should be making a policy decision which could result in the City getting zero dollars based upon language on a general public website with very general terms. What is before the Council this evening is, in her opinion, a very p rofessional City staff recommendation from individuals who have done this type of work for decades. Indeed, she believes staff is looking for a balance between what the City is getting and what the City is giving up. They are looking at the total $29 million budget as a whole which is what the Council and City want. When looking at the matter of the 25 percentage against a $29 million budget it does not seem to be very much. The staff report clearly states the projects the City plans to fund and if we do not fund these projects with the Prop A funds, the money would come out of the General Fund Reserves which, as everyone has understood and agreed that the City’s reserves are on the downhill and are not projected to increase. If these CIP projects were to be funded from the General Fund, it would probably not be the wisest fiscal choice. In addition, in looking at the specific project being targeted, it includes the Sycamore Canyon Park slope erosion which amounts to over $400,000. She does not believe it would make any sense for the entirety of the City to hold off on this project even longer for the prospect of a downtown Diamond Bar or Transit Center. There is really no other way except to hold on to this 6.1.a Packet Pg. 119 MAY 07, 2019 PAGE 8 CITY COUNCIL money for the sake of the 25 percent for three years or 30 years until Diamond Bar actually gets a feasible project. Overall, while she gets the point, the overall balance is for the 25 percent, the projects to be completed and the future budget of the City of Diamond Bar under the uncertainty of what can be done. C/Chou said he appreciates the feedback from staff and his colleagues. To clarify, the $1.2 million received was in this fiscal year so if the City does not spend that amount does it mean that the City would have three years from today to spend that money? FD/Honeywell said she would have to do more analysis to determine how aged each portion of the funds are, but certainly a portion should be falling off next year. MPT/Tye said that ideally, when Prop A was passed (Local Return Transit Fund) it would let the City use the funds that come to the City of Diamond Bar the way the City deems fit, whether to paint, slurry roads or whatever, Diamond Bar has to deal with the guidelines and rather than lose it all, it is better to “lose” the 25 percent but he does not see it as “losing” the 25 percent as much as he sees it gaining the 75 percent because otherwise, it will all be lost. That is the tradeoff to him – what can we keep and determine what we will use it for and we will keep the 75 cents on the dollar. While that is distasteful, it remains better than the alternative. C/Chou’s motion died for lack of a second. C/Lyons again moved and C/Low seconded, to approve Consent Calendar Item 6.8, Proposition A Local Return Transit Fund Agreement with the City of Pomona. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Low, Lyons, MPT/Tye NOES: COUNCIL MEMBERS: Chou ABSENT: COUNCIL MEMBERS: M/Herrera 6.10 AUTHORIZATION TO PURCHASE A NEW FINANCE ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, HARDWARE AND RELATED IMPLEMENTATION SERVICES AS FOLLOWS: A. APPROVE AND AUTHORIZE THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH TYLER TECHNOLOGIES TO PROVIDE AND IMPLEMENT A FINANCE ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM IN THE AMOUNT OF $796,564; 6.1.a Packet Pg. 120 MAY 07, 2019 PAGE 9 CITY COUNCIL B. APPROVE AND AUTHORIZE THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH SCHAFER CONSULTING TO PROVIDE CONSULTING SERVICES DURING THE IMPLEMENTATION OF THE ERP SYSTEM IN THE AMOUNT OF $140,000; C. APPROVE AND AUTHORIZE THE CITY MANAGER TO ISSUE A PURCHASE ORDER TO OLD AMERICAN, INC., FOR THE PURCHASE OF FOUR (4) HEWLET PACKARD SERVERS IN THE AMOUNT OF $62,250.00; D. APPROVE AND AUTHORIZE A CONTINGENCY AMOUNT OF $93,656 FOR CONTRACT CHANGE ORDERS, SERVICES, AND HARDWARE NECESSARY FOR THE SUCCESSFUL IMPLEMENTATION OF THE ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM, TO BE USED AT THE DISCRETION OF THE CITY MANAGER; AND, E. APPROPRIATE AN ADDITIONAL $249,347 FROM THE GENERAL FUND RESERVE TO COVER THE ENTIRE FINANCE ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM PROJECT, INCLUDING CONTINGENCY. C/Lyons said she pulled this item for further discussion about why the cost of this project has increased a quarter of a million dollars from when Council originally approved it. ISD/Desforges provided information regarding this item. As the Council is aware, from both a strategic planning and budget processing, Council and staff have been preparing for the three major software system upgrades/replacements for a number of years. The first system was the most recently completed Parks and Recreation software upgrade which was completed by PRD/Wright and his team on time and under budget. The item before the Council tonight is the second soft ware system replacement and this item achieves a significant milestone in the Council’s Strategic Plan, the selection of the City’s new financial ERP vendor, Tyler Technologies in the amount of $796,564. Council has been prudently preparing for this large capital expense for a number of years and has already allocated the significant sum of $885,993 toward the required $1,135,340 funding for this project. Of this approximately $1.1 million, $93,656 is contingency of which staff hopes to use as little as possible. However, with a two-year implementation it is still prudent to request approval of this amount in advance rather than coming back to Council again and again for each little item that may occur. Additionally, some of the professional services in the Tyler Contract and all of the professional services in the Schafer Consulting Contract are billed on a time and materials basis and these amounts have been carefully calculated through an extensive scoping process. Yet both may offer opportunities for staff to 6.1.a Packet Pg. 121 MAY 07, 2019 PAGE 10 CITY COUNCIL achieve additional cost savings during the year post implementation which makes him optimistic that staff may yet achieve a sub -$1 million total cost in the end. The Tyler product selection was approximately a 15-month process that involved virtually every department in the City. FD/Honeywell, along with HRRM/Haug and CC/Cribbins, were key stakeholders and thought leaders during the process, developing over 1,127 desired functional requirements along with the Schafer Consulting Team. As mentioned in the Council report, the Tyler technologies Munis System over time will greatly enhance customer service and increase staff efficiencies in the area of finance, human resources, purchas ing, cashiering, and contract management, and allow for over-the-counter credit card processing. As noted in the report, the recommended vendor solution, Tyler’s on-premises solution, along with all of the implementation costs, represents a savings of between $1.1 million and $1.5 million over the next 10 years and is likely to double that amount over the 20-year anticipated lifespan when compared to other viable alternatives. The Tyler Munis implementation is anticipated to take 24 months beginning on June 3, 2019. In conclusion, the City’s third software system replacement project, the Enterprise Land Management system replacement has started the functional requirements development process. C/Lyons questioned the cost of the consulting service and asked if that cost could be reduced. ISD/Desforges responded that it will be managed by FD/Honeywell who will be the project manager during the implementation process. However, the answer is yes, but he does not want to predict how it will work out in the end. It is a time and materials-based contract and the company is an excellent service provider for the City. For the City to use its own staff or directly hire staff to implement the system, the City would not benefit from their experience. They have implemented this solution numerous times and that alone will save the City a lot of time and trouble. He believe s it is worth having them and their experience during implementation. The City will pay for only what it uses as opposed to creating a long-term encumbrance if he had to hire a permanent staff member to d o that job. In addition, the City has traditionally used out-source project managers and it has proven to be cost-effective. C/Low asked how ISD/Desforges could be certain that this software had a 20-year lifespan. ISD/Desforges explained that in finance systems accounting does not change that much and the key is that Tyler has an evergreen software upgrade package which is a key point in staff’s report about how valuable they are on their annual maintenance because unlike other vendors that charge upgrade fees, etc. there are none on this product. By simply continuing the annual maintenance for that 20 years, baring them going 6.1.a Packet Pg. 122 MAY 07, 2019 PAGE 11 CITY COUNCIL bankrupt, or being bought up which seems unlikely, they will be in business to follow through on this contract. C/Low asked if purchase and implementation of this system would allow the City to retain staffing at the current level as opposed to requiring additional full time or part time staff to do the function the software is supposed to do for the City. ISD/Desforges responded that this was a key part of the discussions st aff had throughout this process and while he does not want to speak to that issue in terms of absolutes, staff believes that the software product will allow FD/Honeywell to reorganize her departmental staff functions by freeing up some staff tasks that are currently manual and turning those into automated process will allow her to repurpose staff for functions the City has a need for. This will at least delay the n eed for additional staff for some period of time but he cannot say that there will never be a request for an additional staff person. C/Low asked where the benefits to customer service will be seen for residents as a result of implementation of this syste m. ISD/Desforges said he believed the earliest benefit the residents will see is in the ability for the City to take credit card processing over the counter which the City cannot do except for the current online credit card processing. This will ultimately allow the City to take credit cards for all sorts of areas, both in the Parks and Rec system, Enterprise Land Management system when it comes online as well as, miscellaneous and other types of cash functions that are currently ongoing. C/Chou moved, C/Lyons seconded, to approve Consent Calendar Item 6.10 as proposed by staff. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Chou, Low, Lyons, MPT/Tye NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: M/Herrera 7. PULIC HEARINGS: NONE. 8. COUNCIL CONSIDERATION: NONE. 9. COUNCIL SUBCOMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: C/Chou reported that on April 24th as the Delegate to the League of Cities, he traveled to Sacramento on a day trip to receive a presentation from Senator Weiner, the author of SB 50 (the housing bill) which he is closely monitor to see 6.1.a Packet Pg. 123 MAY 07, 2019 PAGE 12 CITY COUNCIL how that can potentially impact the City and the way it zones. He toured local businesses with Congressman Cisneros and Congress Member Judy Chu to learn more about how businesses are run and potentially advocate for more businesses to come to Diamond Bar. On April 25th he attended the Sheriff Department’s Volunteer Recognition Dinner. It was amazing to hear about all of the volunteers who volunteer thousands of hours. They are an amazing group of people and without them we would not be the 4th or 5th safest City in California. Thank you to the Volunteers! May is Asian -Pacific American Heritage month which was passed in 1977 by the US Congress. During this month we come together to celebrate the vibrant history and widespread contributions that Asian Americans and Pacific Islanders have made for our nation. As we celebrate this month let us honor the tireless work of generations of API’s who came before us and recommit ourselves to advancing the work that still lies ahead. C/Lyons congratulated City staff for a very successful Breakfast with the Bunny. A couple of weeks ago she spent an entire day at the Ports of Long Beach in Los Angeles. She attended with the Capital Projects Construction committee. They were on a boat and saw everything from the oceanside including the incoming container ships, container ships being unloaded and containers moving out east having been loaded on trains and trucks. This is part of goods movement and the better we understand goods movement, the better it can be explained to people in Sacramento and Washington, D.C. to make a stronger case for getting the SR57/60 choke point fixed. One more arrow in Diamond Bar’s quiver of arrows to get a full picture of why this choke point needs to be un-choked. She wished Diamond Bar moms a Happy Mother’s Day. C/Low thanked the Volunteer Patrol for their many hours of service to Diamond Bar everyday of every year. She congratulated City staff for an excellent 30th Diamond Bar Birthday held on April 27th. It was a lot of fun, great showing, good participation by the City as well as, by the residents. It was a great event she hopes the City will continue, as it appears to be growing every year. Mayor Herrera was there for Meet the Mayors Day. This is snake season and she cautioned residents to be aware and watch out for themselves and thei r pets. Happy Mother’s Day to residents of Diamond Bar as well as, all of those who have generously and kindly stepped into the “mother” role. All are appreciated so please take time to express appreciation for the moms in your life. MPT/Tye said it is estimated that the Volunteers equal about ½ million dollars of Sheriff’s services and the City greatly appreciates everything they do for Diamond Bar. Last week he attended his first SCAG General Assembly meeting as the recently elected delegate to Region 37 during which they welcomed the new Executive Director, Kome Ajise and Congressman Bill Yawn from Big Bear who will take over as the incoming President. Last Saturday he had coffee and donuts with Assemblyman Chen and listened to what he had to say about Sacramento and he believes Assemblyman Chen is an advocate for Diamond Bar. On his way to the Diamond Bar Center where that meeting was held, it was exciting to pass by the top of Sycamore Canyon Park and see the machinery 6.1.a Packet Pg. 124 MAY 07, 2019 PAGE 13 CITY COUNCIL ready to move forward with the rehabilitation of the slope. It was January 2017 when Diamond Bar suffered that storm and two plus years later it is finally being repaired which ties in with what was being discussed this evening about not giving money away. A lot of people couldn’t figure out why Diamond Bar would not just pay for it and get it done who now realize that FEMA came through with almost a million dollars of the repair cost and that it was worth waiting for, no matter how frustrating. He wished his beautiful wife, his daughter and all mothers a Happy Mother’s Day. ADJOURNMENT: With no further business to conduct, MPT/Tye adjourned the Regular City Council Meeting at 7:37 p.m. _____________________________________ TOMMYE CRIBBINS, CITY CLERK The foregoing minutes are hereby approved this ____ day of , 2019. STEVE TYE, MAYOR PRO TEM 6.1.a Packet Pg. 125 Agenda #: 6.2 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: RATIFICATION OF CHECK REGISTER DATED MAY 2, 2019 THROUGH MAY 15, 2019 TOTALING $863,520.63. STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Ratify. FINANCIAL IMPACT: Expenditure of $863,520.63. BACKGROUND: The City has established the policy of issuing accounts payable checks on a weekly basis with City Council ratification at the next scheduled City Council Meeting. DISCUSSION: The attached check register containing checks dated May 2, 2019 through May 15, 2019 for $863,520.63 is being presented for ratification. All payments have been made in compliance with the City’s purchasing policies and procedures. Payments have been reviewed and approved by the appropriate departmental staff and the attached Affidavit affirms that the check register has been audited and deemed accurate by the Finance Director. PREPARED BY: 6.2 Packet Pg. 126 REVIEWED BY: Attachments: 1. 6.2.a Check Register Affidavit 5-21-2019 2. 6.2.b Check Register 5-21-2019 6.2 Packet Pg. 127 6.2.a Packet Pg. 128 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 1 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 2 5 9 0 5 / 0 8 / 1 9 A B C P U B L I A B C P U B L I C R E L A T I O N S 0 0 1 4 0 9 5 A D - B / F A S T W / B U N N Y 0 . 0 0 1 , 4 0 0 . 0 0 10 1 0 0 1 2 9 2 6 0 0 5 / 0 8 / 1 9 B A K E R M O T B A K E R M O T I V A T I O N 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 7 5 0 . 0 0 10 1 0 0 1 2 9 2 6 0 0 5 / 0 8 / 1 9 B A K E R M O T B A K E R M O T I V A T I O N 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 1 3 . 0 0 TO T A L C H E C K 0 . 0 0 8 6 3 . 0 0 10 1 0 0 1 2 9 2 6 1 0 5 / 0 8 / 1 9 B A L D W I N C C A R O L E B A L D W I N 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 2 6 5 . 2 0 10 1 0 0 1 2 9 2 6 2 0 5 / 0 8 / 1 9 B A R A J A S J J O S E B A R A J A S 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 6 3 0 5 / 0 8 / 1 9 E V E R G R E E R O B Y N A B E C K W I T H 0 0 1 5 3 3 3 P L A N T M A I N T - D B C 0 . 0 0 2 0 0 . 0 0 10 1 0 0 1 2 9 2 6 3 0 5 / 0 8 / 1 9 E V E R G R E E R O B Y N A B E C K W I T H 0 0 1 5 5 5 6 P L A N T M A I N T - H E R I T A G E 0 . 0 0 1 3 5 . 0 0 TO T A L C H E C K 0 . 0 0 3 3 5 . 0 0 10 1 0 0 1 2 9 2 6 4 0 5 / 0 8 / 1 9 B O S S L I T H B O S S L I T H O I N C 0 0 1 4 0 9 5 P R I N T / M A I L - D B C O N N 0 . 0 0 2 , 6 4 6 . 0 0 10 1 0 0 1 2 9 2 6 5 0 5 / 0 8 / 1 9 V A L L E Y C R B R I G H T V I E W L A N D S C A P E S E R 0 0 1 5 5 5 6 A D D L I R R I G A T I O N R E P R 0 . 0 0 5 6 1 . 3 2 10 1 0 0 1 2 9 2 6 6 0 5 / 0 8 / 1 9 C A P P O C A A S S O C I A T I O N O F P U B L I C 0 0 1 4 0 5 0 M E M B E R S H P D U E S - 1 9 / 2 0 0 . 0 0 1 3 0 . 0 0 10 1 0 0 1 2 9 2 6 7 0 5 / 0 8 / 1 9 A R E L L A N O C E C I L I A A R E L L A N O 0 0 1 4 0 9 5 R E I M B - C / S U M M I T C O N F 0 . 0 0 8 7 6 . 2 8 10 1 0 0 1 2 9 2 6 8 0 5 / 0 8 / 1 9 C E R T I T R A C E R T I F I E D T R A N S P O R T A T I O N 1 1 2 5 3 5 0 S H U T T L E S V C S - C / B / D A Y 0 . 0 0 7 3 8 . 9 5 10 1 0 0 1 2 9 2 6 9 0 5 / 0 8 / 1 9 C H A N J E A N J E A N C H A N 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 7 0 0 5 / 0 8 / 1 9 C H E M P R O L C H E M P R O L A B O R A T O R Y I N C 0 0 1 4 0 9 3 W A T E R T R E A T M E N T S V C S 0 . 0 0 1 5 5 . 0 0 10 1 0 0 1 2 9 2 7 1 0 5 / 0 8 / 1 9 C H E N G F R A F R A N K Y I S H I A N G C H E N G 1 1 2 5 5 5 3 R E U N D - M E T R O L I N K 0 . 0 0 1 1 . 9 0 10 1 0 0 1 2 9 2 7 2 0 5 / 0 8 / 1 9 C H E O N H E Y H E Y B E E N C H E O N 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 7 3 0 5 / 0 8 / 1 9 R E I N B E R G C N C P R I N T W E R K S 0 0 1 4 0 3 0 P R I N T S V C S - B U S C A R D S 0 . 0 0 2 5 9 . 5 2 10 1 0 0 1 2 9 2 7 4 0 5 / 0 8 / 1 9 D A V I D A P R A P R I L D A V I D 0 0 1 F A C I L I T Y R E F U N D - H R T G E 0 . 0 0 1 , 3 0 0 . 0 0 10 1 0 0 1 2 9 2 7 5 0 5 / 0 8 / 1 9 D A V I D E V A D A V I D E V A N S A N D A S S O C I A T 0 0 1 P R O F . S V C S - P R 1 5 - 2 4 1 6 0 . 0 0 7 3 0 . 0 0 10 1 0 0 1 2 9 2 7 5 0 5 / 0 8 / 1 9 D A V I D E V A D A V I D E V A N S A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 1 5 - 2 4 1 6 0 . 0 0 1 3 1 . 4 0 10 1 0 0 1 2 9 2 7 5 0 5 / 0 8 / 1 9 D A V I D E V A D A V I D E V A N S A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 1 5 - 2 4 1 6 0 . 0 0 - 1 3 1 . 4 0 TO T A L C H E C K 0 . 0 0 7 3 0 . 0 0 10 1 0 0 1 2 9 2 7 6 0 5 / 0 8 / 1 9 D A Y N I T E C D A Y & N I T E C O P Y C E N T E R 0 0 1 P R I N T S V C S - P R 1 8 - 1 0 8 4 0 0 . 0 0 5 . 4 8 10 1 0 0 1 2 9 2 7 6 0 5 / 0 8 / 1 9 D A Y N I T E C D A Y & N I T E C O P Y C E N T E R 0 0 1 P R I N T S V C S - P R 1 7 - 2 6 9 0 6 0 . 0 0 3 2 . 8 5 10 1 0 0 1 2 9 2 7 6 0 5 / 0 8 / 1 9 D A Y N I T E C D A Y & N I T E C O P Y C E N T E R 0 0 1 P R I N T S V C S - P R 1 7 - 2 5 6 6 3 0 . 0 0 6 5 . 7 0 TO T A L C H E C K 0 . 0 0 1 0 4 . 0 3 10 1 0 0 1 2 9 2 7 7 0 5 / 0 8 / 1 9 D E N N I S C A C A R O L A D E N N I S 0 0 1 5 5 1 0 P R O F . S V C S - T & T M T G 0 . 0 0 1 2 5 . 0 0 10 1 0 0 1 2 9 2 7 8 0 5 / 0 8 / 1 9 D E P T O F T R D E P T O F T R A N S P O R T A T I O N 0 0 1 5 5 5 4 T R A F F I C S I G N A L M A I N T 0 . 0 0 3 , 7 0 8 . 4 8 10 1 0 0 1 2 9 2 7 9 0 5 / 0 8 / 1 9 D I A Z L O U R L O U R D E S D I A Z 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 9 . 0 0 6.2.b Packet Pg. 129 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 2 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 2 8 0 0 5 / 0 8 / 1 9 D O G G I E W A D O G G I E W A L K B A G S I N C 1 1 5 5 5 1 5 S U P P L I E S - D O G G I E B A G S 0 . 0 0 1 , 1 1 9 . 1 0 10 1 0 0 1 2 9 2 8 1 0 5 / 0 8 / 1 9 D Y E T T B H A D Y E T T & B H A T I A , U R B A N & 0 1 5 5 2 1 0 G E N P L A N U P D A T E - F E B 0 . 0 0 1 0 , 1 5 5 . 0 0 10 1 0 0 1 2 9 2 8 2 0 5 / 0 8 / 1 9 E X T E R M I N E X T E R M I N E T I C S O F S O C A L 0 0 1 5 5 5 6 P E S T C O N T R O L - P A N T E R A 0 . 0 0 3 0 . 0 0 10 1 0 0 1 2 9 2 8 2 0 5 / 0 8 / 1 9 E X T E R M I N E X T E R M I N E T I C S O F S O C A L 0 0 1 5 5 5 6 P E S T C O N T R O L - H E R I T A G E 0 . 0 0 4 0 . 0 0 10 1 0 0 1 2 9 2 8 2 0 5 / 0 8 / 1 9 E X T E R M I N E X T E R M I N E T I C S O F S O C A L 0 0 1 5 3 3 3 R O D E N T C O N T R O L - D B C 0 . 0 0 4 0 . 0 0 10 1 0 0 1 2 9 2 8 2 0 5 / 0 8 / 1 9 E X T E R M I N E X T E R M I N E T I C S O F S O C A L 0 0 1 5 5 5 6 P E S T C O N T R O L - P E T E R S O N 0 . 0 0 5 0 . 0 0 10 1 0 0 1 2 9 2 8 2 0 5 / 0 8 / 1 9 E X T E R M I N E X T E R M I N E T I C S O F S O C A L 0 0 1 5 3 3 3 P E S T C O N T R O L - D B C 0 . 0 0 7 5 . 0 0 TO T A L C H E C K 0 . 0 0 2 3 5 . 0 0 10 1 0 0 1 2 9 2 8 3 0 5 / 0 8 / 1 9 G A R G M A H E M A H E N D R A G A R G 0 0 1 5 5 1 0 T & T C O M M - 4 / 1 1 0 . 0 0 4 5 . 0 0 10 1 0 0 1 2 9 2 8 4 0 5 / 0 8 / 1 9 G O N Z M I C H M I C H A E L A G O N Z A L E Z 0 0 1 5 5 1 0 T & T C O M M - 4 / 1 1 0 . 0 0 4 5 . 0 0 10 1 0 0 1 2 9 2 8 5 0 5 / 0 8 / 1 9 G J S I N C G U A R A N T E E D J A N I T O R I A L S E 0 0 1 5 3 5 0 J A N I T O R I A L S V C S - B / D A Y 0 . 0 0 1 6 2 . 0 0 10 1 0 0 1 2 9 2 8 6 0 5 / 0 8 / 1 9 H A R D Y H A R H A R D Y & H A R P E R I N C 0 0 1 5 5 5 4 R O A D M A I N T - A R E A 7 0 . 0 0 6 6 , 2 2 3 . 6 5 10 1 0 0 1 2 9 2 8 6 0 5 / 0 8 / 1 9 H A R D Y H A R H A R D Y & H A R P E R I N C 0 0 1 5 5 5 4 R O A D M A I N T - A R E A 7 0 . 0 0 9 9 , 7 7 2 . 6 0 TO T A L C H E C K 0 . 0 0 1 6 5 , 9 9 6 . 2 5 10 1 0 0 1 2 9 2 8 7 0 5 / 0 8 / 1 9 H D L C O R E N H D L C O R E N & C O N E 0 0 1 4 0 5 0 C O N T R A C T S V C S - A P R - J U N 0 . 0 0 3 , 3 4 7 . 6 4 10 1 0 0 1 2 9 2 8 8 0 5 / 0 8 / 1 9 H O K I M K I M H O 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 8 9 0 5 / 0 8 / 1 9 H O F F M A N S H O F F M A N S O U T H W E S T C O R P 0 0 1 5 3 3 3 M A I N T - D B C 0 . 0 0 2 6 0 . 0 0 10 1 0 0 1 2 9 2 9 0 0 5 / 0 8 / 1 9 I B A N E Z P A P A T R I C I A I B A N E Z 0 0 1 F A C I L I T Y R E F U N D - H R T G E 0 . 0 0 1 1 8 . 0 0 10 1 0 0 1 2 9 2 9 1 0 5 / 0 8 / 1 9 I C G I N C I C G I N C 2 5 0 5 5 5 6 C O N S U L T I N G S V C S - S / X N G 0 . 0 0 2 2 , 1 2 5 . 0 0 10 1 0 0 1 2 9 2 9 1 0 5 / 0 8 / 1 9 I C G I N C I C G I N C 2 5 0 5 5 5 6 C O N S U L T I N G S V C S - H R T G E 0 . 0 0 2 5 , 0 3 0 . 0 0 TO T A L C H E C K 0 . 0 0 4 7 , 1 5 5 . 0 0 10 1 0 0 1 2 9 2 9 2 0 5 / 0 8 / 1 9 I V D B I N L A N D V A L L E Y D A I L Y B U L L 0 0 1 4 0 3 0 S U B S C R I P T I O N R E N E W A L 0 . 0 0 4 1 6 . 3 4 10 1 0 0 1 2 9 2 9 3 0 5 / 0 8 / 1 9 L E E G R A C E J I L E E 0 0 1 5 2 1 0 R E I M B - A P A P L N G C O N F 0 . 0 0 1 , 7 3 1 . 9 5 10 1 0 0 1 2 9 2 9 4 0 5 / 0 8 / 1 9 J O H N S O N J J E F F J O H N S O N 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 9 5 0 5 / 0 8 / 1 9 J O H N S O N K K E I T H E J O H N S O N 0 0 1 5 3 5 0 D . J . S V C S - D A N C E 0 . 0 0 3 5 0 . 0 0 10 1 0 0 1 2 9 2 9 6 0 5 / 0 8 / 1 9 J O N E S K E V K E V I N D J O N E S 0 0 1 5 5 5 1 C O N S U L T A N T S V C S - 5 7 / 6 0 0 . 0 0 4 , 0 0 0 . 0 0 10 1 0 0 1 2 9 2 9 7 0 5 / 0 8 / 1 9 F A S T S I G N K 7 E N T E R P R I S E S 0 0 1 4 0 9 5 S I G N A G E - T / H E R M A N O S 0 . 0 0 2 1 9 . 2 3 10 1 0 0 1 2 9 2 9 8 0 5 / 0 8 / 1 9 K A S H T O S H S H A W N A K A S H T O 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 2 9 9 0 5 / 0 8 / 1 9 K I M E U I K Y E U I K Y U N G K I M 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 2 0 1 9 - 4 6 0 . 0 0 - 7 7 . 1 0 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 2 0 1 9 - 4 6 0 . 0 0 - 2 0 7 . 3 3 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 2 0 1 9 - 4 6 0 . 0 0 2 0 7 . 3 3 6.2.b Packet Pg. 130 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 3 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 A D M I N F E E - P R 2 0 1 9 - 4 6 0 . 0 0 7 7 . 1 0 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 P R O F . 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S V C S - P R 2 0 1 9 - 4 6 0 . 0 0 4 2 8 . 3 2 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 5 5 5 1 O N C A L L E N G S V C S 0 . 0 0 4 2 8 . 3 2 10 1 0 0 1 2 9 3 0 0 0 5 / 0 8 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 0 0 1 5 5 5 1 E N G S V C S - S R - 6 0 G / S P R N 0 . 0 0 2 , 8 3 6 . 1 8 TO T A L C H E C K 0 . 0 0 4 , 8 4 4 . 6 3 10 1 0 0 1 2 9 3 0 1 0 5 / 0 8 / 1 9 L A N C E S O L L A N C E , S O L L & L U N G H A R D L 0 0 1 4 0 5 0 A U D I T S V C S - I N T E R I M 0 . 0 0 1 0 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 0 2 0 5 / 0 8 / 1 9 L E E S A M S A M L E E 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 0 3 0 5 / 0 8 / 1 9 L E E S E U Y E S E U N G Y E O N L E E 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 0 4 0 5 / 0 8 / 1 9 L A C P U B W K L O S A N G E L E S C O U N T Y P U B L I 0 0 1 5 5 1 0 I N D U S T R I A L W A S T E S V C S 0 . 0 0 1 , 0 6 2 . 8 2 10 1 0 0 1 2 9 3 0 4 0 5 / 0 8 / 1 9 L A C P U B W K L O S A N G E L E S C O U N T Y P U B L I 0 0 1 5 5 1 0 I N D U S T R I A L W A S T E S V C S 0 . 0 0 2 , 1 8 3 . 7 9 10 1 0 0 1 2 9 3 0 4 0 5 / 0 8 / 1 9 L A C P U B W K L O S A N G E L E S C O U N T Y P U B L I 0 0 1 5 5 1 0 S S M P S V C S - M A R 2 0 1 9 0 . 0 0 5 7 6 . 7 5 TO T A L C H E C K 0 . 0 0 3 , 8 2 3 . 3 6 10 1 0 0 1 2 9 3 0 5 0 5 / 0 8 / 1 9 M E H T A S U R S U R E N D R A M E H T A 0 0 1 5 5 1 0 T & T C O M M - 4 / 1 1 0 . 0 0 4 5 . 0 0 10 1 0 0 1 2 9 3 0 6 0 5 / 0 8 / 1 9 M E T R O L I N M E T R O L I N K 1 1 2 5 5 5 3 M E T R O L I N K P A S S E S - A P R 0 . 0 0 3 5 , 3 4 7 . 2 0 10 1 0 0 1 2 9 3 0 6 0 5 / 0 8 / 1 9 M E T R O L I N M E T R O L I N K 1 1 2 5 5 5 3 C I T Y S U B S I D Y - A P R 0 . 0 0 8 , 8 3 6 . 8 0 10 1 0 0 1 2 9 3 0 6 0 5 / 0 8 / 1 9 M E T R O L I N M E T R O L I N K 1 1 2 5 5 5 3 M E T R O L I N K P A S S E S - S R 0 . 0 0 2 , 5 6 7 . 2 5 10 1 0 0 1 2 9 3 0 6 0 5 / 0 8 / 1 9 M E T R O L I N M E T R O L I N K 1 1 2 5 5 5 3 C I T Y S U B S I D Y - S R P A S S 0 . 0 0 2 , 5 6 7 . 2 5 TO T A L C H E C K 0 . 0 0 4 9 , 3 1 8 . 5 0 10 1 0 0 1 2 9 3 0 7 0 5 / 0 8 / 1 9 M I R A N D I L M Y L A D E E N M I R A N D I L L A 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 0 8 0 5 / 0 8 / 1 9 M O J I C A R I R I C A R D O M O J I C A 1 1 5 5 5 1 5 D J S V C S - E A R T H D A Y 0 . 0 0 8 0 0 . 0 0 10 1 0 0 1 2 9 3 0 9 0 5 / 0 8 / 1 9 N E O P O S T N E O P O S T U S A , I N C 0 0 1 4 0 3 0 E Q - M A I L I N G S Y S T E M 0 . 0 0 9 9 7 . 4 1 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 P R O F . S V C S - P R 1 5 - 0 9 6 6 0 . 0 0 1 , 0 0 8 . 0 0 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 A D M I N F E E - P R 1 5 - 0 9 6 6 0 . 0 0 3 9 5 . 2 8 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 P R O F . S V C S - P R 1 5 - 0 9 6 6 0 . 0 0 2 , 1 9 6 . 0 0 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 A D M I N F E E - P R 1 5 - 0 9 6 6 0 . 0 0 1 8 1 . 4 4 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 A D M I N F E E - P R 1 5 - 0 9 6 6 0 . 0 0 - 1 8 1 . 4 4 10 1 0 0 1 2 9 3 1 0 0 5 / 0 8 / 1 9 N I N Y O M O O N I N Y O & M O O R E I N C 0 0 1 A D M I N F E E - P R 1 5 - 0 9 6 6 0 . 0 0 - 3 9 5 . 2 8 TO T A L C H E C K 0 . 0 0 3 , 2 0 4 . 0 0 10 1 0 0 1 2 9 3 1 1 0 5 / 0 8 / 1 9 O H C O F C A O C C U P A T I O N A L H E A L T H C E N T 0 0 1 4 0 6 0 P R E - E M P L Y M N T P H Y S I C A L 0 . 0 0 2 3 9 . 0 0 10 1 0 0 1 2 9 3 1 1 0 5 / 0 8 / 1 9 O H C O F C A O C C U P A T I O N A L H E A L T H C E N T 0 0 1 4 0 6 0 P R E - E M P L Y M N T P H Y S I C A L 0 . 0 0 7 8 7 . 0 0 TO T A L C H E C K 0 . 0 0 1 , 0 2 6 . 0 0 10 1 0 0 1 2 9 3 1 2 0 5 / 0 8 / 1 9 O F F I C E S O O F F I C E S O L U T I O N S 0 0 1 4 0 3 0 S U P P L I E S - C M G R 0 . 0 0 1 , 6 4 0 . 1 2 10 1 0 0 1 2 9 3 1 2 0 5 / 0 8 / 1 9 O F F I C E S O O F F I C E S O L U T I O N S 0 0 1 4 0 5 0 S U P P L I E S - F I N A N C E 0 . 0 0 9 6 . 6 4 10 1 0 0 1 2 9 3 1 2 0 5 / 0 8 / 1 9 O F F I C E S O O F F I C E S O L U T I O N S 0 0 1 5 3 3 3 S U P P L I E S - D B C 0 . 0 0 3 6 2 . 7 0 10 1 0 0 1 2 9 3 1 2 0 5 / 0 8 / 1 9 O F F I C E S O O F F I C E S O L U T I O N S 0 0 1 5 3 5 0 S U P P L I E S - R E C R E A T I O N 0 . 0 0 1 9 9 . 3 7 10 1 0 0 1 2 9 3 1 2 0 5 / 0 8 / 1 9 O F F I C E S O O F F I C E S O L U T I O N S 0 0 1 5 5 5 6 S U P P L I E S - P / W O R K S 0 . 0 0 2 5 . 9 0 TO T A L C H E C K 0 . 0 0 2 , 3 2 4 . 7 3 10 1 0 0 1 2 9 3 1 3 0 5 / 0 8 / 1 9 P A R A G O N E P A R A G O N E V E N T S I N C 0 0 1 4 0 9 5 T R N G - P / I N F O S T A F F 0 . 0 0 7 9 8 . 0 0 6.2.b Packet Pg. 131 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 4 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 3 1 4 0 5 / 0 8 / 1 9 Q U A N C Y N T C Y N T H I A L Q U A N 0 0 1 5 5 1 0 T & T C O M M - 4 / 1 1 0 . 0 0 4 5 . 0 0 10 1 0 0 1 2 9 3 1 5 0 5 / 0 8 / 1 9 R F D I C K S O R F D I C K S O N C O M P A N Y I N C 0 0 1 5 5 5 4 S T S W E E P I N G S V C S - A P R 0 . 0 0 1 1 , 7 6 5 . 9 2 10 1 0 0 1 2 9 3 1 6 0 5 / 0 8 / 1 9 R T S C R E G I O N A L T A P S E R V I C E C E N 1 1 2 5 5 5 3 T A P S V C S - M A R 1 9 R E G 0 . 0 0 1 7 , 7 7 2 . 8 0 10 1 0 0 1 2 9 3 1 6 0 5 / 0 8 / 1 9 R T S C R E G I O N A L T A P S E R V I C E C E N 1 1 2 5 5 5 3 C I T Y S U B S I D Y - M A R R E G 0 . 0 0 4 , 4 4 3 . 2 0 10 1 0 0 1 2 9 3 1 6 0 5 / 0 8 / 1 9 R T S C R E G I O N A L T A P S E R V I C E C E N 1 1 2 5 5 5 3 T A P S V C S - M A R 1 9 S R 0 . 0 0 2 0 0 . 0 0 10 1 0 0 1 2 9 3 1 6 0 5 / 0 8 / 1 9 R T S C R E G I O N A L T A P S E R V I C E C E N 1 1 2 5 5 5 3 C I T Y S U B S I D Y - M A R S R 0 . 0 0 2 0 0 . 0 0 10 1 0 0 1 2 9 3 1 6 0 5 / 0 8 / 1 9 R T S C R E G I O N A L T A P S E R V I C E C E N 1 1 2 5 5 5 3 3 % C O M M I S S I O N - M A R 0 . 0 0 - 6 7 8 . 4 8 TO T A L C H E C K 0 . 0 0 2 1 , 9 3 7 . 5 2 10 1 0 0 1 2 9 3 1 7 0 5 / 0 8 / 1 9 S G V C S C S A N G A B R I E L V A L L E Y C O N S E 0 0 1 5 5 5 8 B R U S H C L E A R A N C E - A P R 0 . 0 0 1 2 , 0 8 9 . 4 8 10 1 0 0 1 2 9 3 1 8 0 5 / 0 8 / 1 9 S G V C G S A N G A B R I E L V A L L E Y C O U N C 0 0 1 4 0 3 0 M O A S V C S D E L I V E R C O S T 0 . 0 0 4 , 9 5 0 . 0 0 10 1 0 0 1 2 9 3 1 9 0 5 / 0 8 / 1 9 S I M P S O N A S I M P S O N A D V E R T I S I N G I N C 0 0 1 4 0 9 5 G R A P H I C D E S I G N S V C S 0 . 0 0 1 , 0 3 5 . 6 3 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 6 E L E C T S V C S - P A R K S 0 . 0 0 3 , 1 9 7 . 8 6 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 4 E L E C T S V C S - T / C O N T R O L 0 . 0 0 8 3 2 . 9 4 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 4 E L E C T S V C S - T / C O N T R O L 0 . 0 0 2 0 9 . 1 9 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 1 3 9 5 5 3 9 E L E C T S V C S - D I S T 3 9 0 . 0 0 2 1 9 . 0 1 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 4 E L E C T S V C S - T / C O N T R O L 0 . 0 0 3 9 4 . 1 1 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 1 3 8 5 5 3 8 E L E C T S V C S - D I S T 3 8 0 . 0 0 2 6 8 . 5 7 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 6 E L E C T S V C S - T / C O N T R O L 0 . 0 0 4 9 . 7 4 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 4 E L E C T S V C S - T / C O N T R O L 0 . 0 0 5 0 . 7 8 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 0 0 1 5 5 5 4 E L E C T S V C S - T / C O N T R O L 0 . 0 0 8 6 . 3 7 10 1 0 0 1 2 9 3 2 0 0 5 / 0 8 / 1 9 S C E S O U T H E R N C A L I F O R N I A E D I S 1 3 8 5 5 3 8 E L E C T S V C S - D I S T 3 8 0 . 0 0 2 2 . 9 8 TO T A L C H E C K 0 . 0 0 5 , 3 3 1 . 5 5 10 1 0 0 1 2 9 3 2 1 0 5 / 0 8 / 1 9 S U N S H I N E S U N S H I N E R O O F I N G 0 0 1 R E F U N D - C / D D E P O S I T 0 . 0 0 2 5 0 . 0 0 10 1 0 0 1 2 9 3 2 2 0 5 / 0 8 / 1 9 T A I T D A V I T H E T A I T G R O U P I N C 0 0 1 5 5 5 1 S R - 5 7 / 6 0 I N T E R C H A N G E 0 . 0 0 2 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 2 3 0 5 / 0 8 / 1 9 W I N D M I L L T H E W I N D M I L L 0 0 1 4 0 9 5 A D - M A R / A P R 2 0 1 9 0 . 0 0 2 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 2 4 0 5 / 0 8 / 1 9 T O N G W E I X W E I X I N G T O N G 1 1 2 5 5 5 3 R E F U N D - M E T R O L I N K M A Y 0 . 0 0 1 1 . 9 0 10 1 0 0 1 2 9 3 2 5 0 5 / 0 8 / 1 9 T U C K E R R A R A Y M O N D M I C H A E L T U C K E R 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 4 8 0 . 0 0 10 1 0 0 1 2 9 3 2 6 0 5 / 0 8 / 1 9 U S P S B U L K U N I T E D S T A T E S P O S T A L S E R 0 0 1 4 0 9 5 B U L K M A I L A / C P E R M I T 0 . 0 0 2 3 5 . 0 0 10 1 0 0 1 2 9 3 2 7 0 5 / 0 8 / 1 9 U S B A N K U S B A N K 0 0 1 4 0 5 0 C I T Y C R E D I T C A R D - A P R 0 . 0 0 1 9 , 5 1 1 . 1 8 10 1 0 0 1 2 9 3 2 8 0 5 / 0 8 / 1 9 W V U S D W A L N U T V A L L E Y U N I F I E D S C 0 0 1 5 3 5 0 F A C I L I T Y R E N T A L - J A N 0 . 0 0 5 4 8 . 1 0 10 1 0 0 1 2 9 3 2 9 0 5 / 0 8 / 1 9 W A N G A P R I A P R I L W A N G 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 2 9 0 5 / 0 8 / 1 9 W A N G A P R I A P R I L W A N G 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 TO T A L C H E C K 0 . 0 0 2 6 . 0 0 10 1 0 0 1 2 9 3 3 0 0 5 / 0 8 / 1 9 W A X I E S A N W A X I E S A N I T A R Y S U P P L Y 0 0 1 5 5 5 6 S U P P L I E S - H E R I T A G E P K 0 . 0 0 3 1 . 8 3 10 1 0 0 1 2 9 3 3 0 0 5 / 0 8 / 1 9 W A X I E S A N W A X I E S A N I T A R Y S U P P L Y 0 0 1 4 0 9 3 S U P P L I E S - C I T Y H A L L 0 . 0 0 6 1 0 . 8 5 6.2.b Packet Pg. 132 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 5 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T TO T A L C H E C K 0 . 0 0 6 4 2 . 6 8 10 1 0 0 1 2 9 3 3 1 0 5 / 0 8 / 1 9 W E N G I F A N I F A N G W E N G 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 3 2 0 5 / 0 8 / 1 9 W E S T C O A S W E S T C O A S T A R B O R I S T S I N C 0 0 1 5 5 5 8 T R E E W A T E R I N G S V C S - A P 0 . 0 0 5 1 0 . 0 0 10 1 0 0 1 2 9 3 3 2 0 5 / 0 8 / 1 9 W E S T C O A S W E S T C O A S T A R B O R I S T S I N C 0 0 1 5 5 5 8 T R E E M A I N T S V C S - A P R 0 . 0 0 8 9 5 . 0 0 TO T A L C H E C K 0 . 0 0 1 , 4 0 5 . 0 0 10 1 0 0 1 2 9 3 3 3 0 5 / 0 8 / 1 9 W C M E D I A W E S T C O A S T M E D I A 0 0 1 5 3 3 3 A D - M A Y / J U N D B C 0 . 0 0 5 0 0 . 0 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - C O M M D E V 0 . 0 0 3 9 9 . 6 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - T / H E R M A N O S 0 . 0 0 1 , 3 7 6 . 4 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - P / W O R K S 0 . 0 0 3 , 1 7 4 . 6 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - C O U N C I L 0 . 0 0 1 , 6 6 5 . 0 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - C M G R 0 . 0 0 1 , 7 7 2 . 3 7 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - M I L L E N N I U M 0 . 0 0 1 8 9 . 7 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - H / R 0 . 0 0 6 6 . 6 0 10 1 0 0 1 2 9 3 3 4 0 5 / 0 8 / 1 9 W O O D R U F F W O O D R U F F S P R A D L I N & S M A R 0 0 1 4 0 2 0 L E G A L S V C S - C O M M S V C S 0 . 0 0 2 2 . 2 0 TO T A L C H E C K 0 . 0 0 8 , 6 6 6 . 4 7 10 1 0 0 1 2 9 3 3 5 0 5 / 0 8 / 1 9 X I A O L I M E L I M E I X I A O 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 1 , 3 8 2 . 4 0 10 1 0 0 1 2 9 3 3 6 0 5 / 0 8 / 1 9 Y I N A N A Y I 0 0 1 R E C R E A T I O N R E F U N D 0 . 0 0 1 3 . 0 0 10 1 0 0 1 2 9 3 3 7 0 5 / 1 5 / 1 9 A A R P A A R P 0 0 1 5 3 5 0 A A R P M A T U R E D R I V I N G 0 . 0 0 1 7 0 . 0 0 10 1 0 0 1 2 9 3 3 8 0 5 / 1 5 / 1 9 A M E R I C O M A M E R I C O M P G R O U P 0 0 1 4 0 7 0 T O N E R F O R P R I N T E R S 0 . 0 0 1 , 0 5 1 . 1 6 10 1 0 0 1 2 9 3 3 9 0 5 / 1 5 / 1 9 A R A M E X X G A R A M E X X G R O U P I N C 2 5 0 R E T E N T I O N S P A Y A B L E 0 . 0 0 - 1 9 2 . 1 0 10 1 0 0 1 2 9 3 3 9 0 5 / 1 5 / 1 9 A R A M E X X G A R A M E X X G R O U P I N C 2 5 0 5 5 1 0 C I T Y E N T R Y M O N U M E N T 0 . 0 0 3 , 8 4 2 . 0 0 TO T A L C H E C K 0 . 0 0 3 , 6 4 9 . 9 0 10 1 0 0 1 2 9 3 4 0 0 5 / 1 5 / 1 9 A R C I M A G I A R C I M A G I N G R E S O U R C E S 0 0 1 4 0 7 0 M A I N T S V C S - P R I N T E R 0 . 0 0 1 , 6 8 0 . 0 0 10 1 0 0 1 2 9 3 4 1 0 5 / 1 5 / 1 9 A V E L L A J E J E S S E A V E L L A 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 , 3 0 0 . 0 0 10 1 0 0 1 2 9 3 4 2 0 5 / 1 5 / 1 9 A Y A L A R O B R O B E R T A Y A L A 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 , 2 5 0 . 0 0 10 1 0 0 1 2 9 3 4 3 0 5 / 1 5 / 1 9 B A N G I B E T B E T T Y B A N G I 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 4 4 0 5 / 1 5 / 1 9 B A R R E T T T T H O M A S B A R R E T T 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 6 0 . 0 0 10 1 0 0 1 2 9 3 4 5 0 5 / 1 5 / 1 9 B I O C O N T R B I O C O N T R A C T O R S I N C 1 1 5 5 5 1 5 S M A R T G A R D E N I N G W S H P 0 . 0 0 7 4 0 . 7 5 10 1 0 0 1 2 9 3 4 6 0 5 / 1 5 / 1 9 B I S H O P J O J O H N E B I S H O P 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 2 1 6 . 0 0 10 1 0 0 1 2 9 3 4 7 0 5 / 1 5 / 1 9 M A R T I N B L B L A K E M A R T I N 0 0 1 R E F U N D - C / D D E P O S I T 0 . 0 0 6 0 0 . 0 0 10 1 0 0 1 2 9 3 4 8 0 5 / 1 5 / 1 9 B L O O J O E J O E B L O O M F I E L D 0 0 1 F A C I L I T Y R E F U N D - H T R G E 0 . 0 0 3 0 0 . 0 0 10 1 0 0 1 2 9 3 4 9 0 5 / 1 5 / 1 9 B O T T O M D O B O T T O M D O L L A R R O O F I N G 0 0 1 R E F U N D - C / D D E P O S I T 0 . 0 0 2 5 0 . 0 0 6.2.b Packet Pg. 133 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 6 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 3 5 0 0 5 / 1 5 / 1 9 B R E A U X K A K A T H Y B R E A U X 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 8 1 . 0 0 10 1 0 0 1 2 9 3 5 1 0 5 / 1 5 / 1 9 V A L L E Y C R B R I G H T V I E W L A N D S C A P E S E R 0 0 1 5 3 5 0 M A I N T S V C S - C I T Y B / D A Y 0 . 0 0 7 2 0 . 0 0 10 1 0 0 1 2 9 3 5 1 0 5 / 1 5 / 1 9 V A L L E Y C R B R I G H T V I E W L A N D S C A P E S E R 0 0 1 5 5 5 6 A D D L I R R I G A T I O N R E P R 0 . 0 0 4 8 9 . 4 1 TO T A L C H E C K 0 . 0 0 1 , 2 0 9 . 4 1 10 1 0 0 1 2 9 3 5 2 0 5 / 1 5 / 1 9 C A T T R A C K C A T T R A C K I N G I N C 0 0 1 5 5 5 4 R O A D M A R K I N G S - S N S T X 0 . 0 0 5 , 0 4 0 . 0 0 10 1 0 0 1 2 9 3 5 3 0 5 / 1 5 / 1 9 C H A R T E R C H A R T E R O A K G Y M N A S T I C S , 0 0 1 5 3 5 0 C O N T R A C T C L A S S - S U M M E R 0 . 0 0 6 8 6 . 4 0 10 1 0 0 1 2 9 3 5 4 0 5 / 1 5 / 1 9 C P R S X C P R S D I S T R I C T 1 0 0 0 1 5 3 5 0 R E C R E A T I O N T R N G - S T A F F 0 . 0 0 4 5 . 0 0 10 1 0 0 1 2 9 3 5 5 0 5 / 1 5 / 1 9 B S P 7 3 7 C U B S C O U T P A C K 7 3 7 0 0 1 5 3 5 0 P R O D E E D S - C I T Y B / D A Y 0 . 0 0 3 0 0 . 0 0 10 1 0 0 1 2 9 3 5 6 0 5 / 1 5 / 1 9 D B C A A D / B C H I N E S E A M E R I C A N A S S 0 0 1 4 0 1 0 2 0 1 9 A N N L G A L A 0 . 0 0 2 4 0 . 0 0 10 1 0 0 1 2 9 3 5 7 0 5 / 1 5 / 1 9 D E N N I S C A C A R O L A D E N N I S 0 0 1 4 0 3 0 P R O F . S V C S - C N C L M T G 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 5 8 0 5 / 1 5 / 1 9 D E P T O F J U D E P A R T M E N T O F J U S T I C E 0 0 1 4 0 6 0 P R O F . S V C S - H / R 0 . 0 0 4 8 0 . 0 0 10 1 0 0 1 2 9 3 5 9 0 5 / 1 5 / 1 9 D F S F L O O R D F S F L O O R I N G L P 0 0 1 4 0 9 3 C A R P E T M A I N T - L I B R A R Y 0 . 0 0 1 , 8 6 0 . 0 0 10 1 0 0 1 2 9 3 5 9 0 5 / 1 5 / 1 9 D F S F L O O R D F S F L O O R I N G L P 0 0 1 4 0 9 3 C A R P E T M A I N T - C / H A L L 0 . 0 0 5 5 0 . 0 0 TO T A L C H E C K 0 . 0 0 2 , 4 1 0 . 0 0 10 1 0 0 1 2 9 3 6 0 0 5 / 1 5 / 1 9 D B H I G H S C D I A M O N D B A R H I G H S C H O O L 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 5 0 0 . 0 0 10 1 0 0 1 2 9 3 6 1 0 5 / 1 5 / 1 9 D I S C O V E R D I S C O V E R Y S C I E N C E C E N T E R 1 1 5 5 5 1 5 C O N T R A C T S V C S - A P R 1 9 0 . 0 0 1 , 9 8 6 . 0 0 10 1 0 0 1 2 9 3 6 2 0 5 / 1 5 / 1 9 D Y E T T B H A D Y E T T & B H A T I A , U R B A N & 0 1 5 5 2 1 0 G E N P L A N U P D A T E - M A R 0 . 0 0 1 2 , 8 0 6 . 9 6 10 1 0 0 1 2 9 3 6 3 0 5 / 1 5 / 1 9 E C O F E R T I E C O F E R T I N C 0 0 1 5 5 5 6 F E R T I G A T I O N S V C S - A P R 0 . 0 0 3 1 0 . 0 0 10 1 0 0 1 2 9 3 6 4 0 5 / 1 5 / 1 9 F E D E X F E D E X 0 0 1 4 0 3 0 E X P R E S S M A I L - G E N E R A L 0 . 0 0 7 9 . 1 7 10 1 0 0 1 2 9 3 6 4 0 5 / 1 5 / 1 9 F E D E X F E D E X 0 0 1 4 0 3 0 E X P R E S S M A I L - G E N E R A L 0 . 0 0 2 1 . 0 1 10 1 0 0 1 2 9 3 6 4 0 5 / 1 5 / 1 9 F E D E X F E D E X 0 0 1 E X P R E S S M A I L - P L 1 8 - 9 2 0 . 0 0 3 2 . 1 4 10 1 0 0 1 2 9 3 6 4 0 5 / 1 5 / 1 9 F E D E X F E D E X 0 0 1 E X P R E S S M A I L - P L 1 7 - 1 6 9 0 . 0 0 3 6 . 3 2 10 1 0 0 1 2 9 3 6 4 0 5 / 1 5 / 1 9 F E D E X F E D E X 0 0 1 E X P R E S S M A I L - P L 1 7 - 3 6 0 . 0 0 4 3 . 8 0 TO T A L C H E C K 0 . 0 0 2 1 2 . 4 4 10 1 0 0 1 2 9 3 6 5 0 5 / 1 5 / 1 9 F R E G O S O C C H R I S T I N A F R E G O S O 0 0 1 R E F U N D - P R 2 0 1 9 - 7 1 6 0 . 0 0 2 2 8 . 5 4 10 1 0 0 1 2 9 3 6 6 0 5 / 1 5 / 1 9 F R O N T I E R F R O N T I E R C O M M U N I C A T I O N S 0 0 1 4 0 7 0 P H . S V C S - C I T Y H A L L 0 . 0 0 3 4 6 . 1 4 10 1 0 0 1 2 9 3 6 6 0 5 / 1 5 / 1 9 F R O N T I E R F R O N T I E R C O M M U N I C A T I O N S 0 0 1 4 0 7 0 P H . S V C S - E M E R P H L I N E S 0 . 0 0 7 7 5 . 0 0 TO T A L C H E C K 0 . 0 0 1 , 1 2 1 . 1 4 10 1 0 0 1 2 9 3 6 7 0 5 / 1 5 / 1 9 G A R Z A B L A B L A N C A G A R Z A 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 6 8 0 5 / 1 5 / 1 9 G O M E R G E R G E R A L D L G O M E R 0 0 1 5 3 5 0 Y O U T H S O C C E R M E D A L S 0 . 0 0 6 7 6 . 1 6 10 1 0 0 1 2 9 3 6 8 0 5 / 1 5 / 1 9 G O M E R G E R G E R A L D L G O M E R 0 0 1 5 3 5 0 V O L U N T E E N S H I R T S - 2 0 1 9 0 . 0 0 7 8 7 . 8 5 10 1 0 0 1 2 9 3 6 8 0 5 / 1 5 / 1 9 G O M E R G E R G E R A L D L G O M E R 0 0 1 5 3 5 0 S H I R T S - C I T Y B / D A Y 0 . 0 0 8 7 0 . 4 7 10 1 0 0 1 2 9 3 6 8 0 5 / 1 5 / 1 9 G O M E R G E R G E R A L D L G O M E R 0 0 1 5 3 5 0 S U P P L I E S - D A Y C A M P 0 . 0 0 2 , 9 9 6 . 5 8 TO T A L C H E C K 0 . 0 0 5 , 3 3 1 . 0 6 6.2.b Packet Pg. 134 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 7 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 3 6 9 0 5 / 1 5 / 1 9 H E R N S T E F S T E F F A N Y H E R N A N D E Z 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 7 0 0 5 / 1 5 / 1 9 J J A U T O S A J & J A U T O S A L E S V E R N O N 0 0 1 R E F U N D - B L D G & S F T Y 0 . 0 0 8 2 . 0 0 10 1 0 0 1 2 9 3 7 1 0 5 / 1 5 / 1 9 F A S T S I G N K 7 E N T E R P R I S E S 2 5 0 5 5 5 6 S I G N S - P A R K W O R K S H O P S 0 . 0 0 1 9 3 . 2 2 10 1 0 0 1 2 9 3 7 2 0 5 / 1 5 / 1 9 K E N S H A R D K E N S H A R D W A R E 0 0 1 5 5 5 4 S U P P L I E S - R D M A I N T 0 . 0 0 7 5 . 8 2 10 1 0 0 1 2 9 3 7 3 0 5 / 1 5 / 1 9 K E S H A V R A R A K S H A K E S H A V 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 , 2 5 0 . 0 0 10 1 0 0 1 2 9 3 7 4 0 5 / 1 5 / 1 9 K I M L E Y H O K I M L E Y H O R N A N D A S S O C I A T 2 5 0 5 5 1 0 T / C O N T R O L S Y S - M A R 1 9 0 . 0 0 5 , 0 6 4 . 5 3 10 1 0 0 1 2 9 3 7 5 0 5 / 1 5 / 1 9 K L E I N G A B G A B R I E L A K L E I N 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 5 3 1 . 0 0 10 1 0 0 1 2 9 3 7 6 0 5 / 1 5 / 1 9 K P R S C O N S K P R S C O N S T R U C T I O N S E R V I C 0 0 1 R E F U N D - C / D D E P O S I T 0 . 0 0 5 , 0 0 0 . 0 0 10 1 0 0 1 2 9 3 7 7 0 5 / 1 5 / 1 9 L E E M I C H M I C H A E L L E E 1 1 2 5 5 5 3 R E F U N D - M E T R O L I N K P A S S 0 . 0 0 1 1 . 9 0 10 1 0 0 1 2 9 3 7 8 0 5 / 1 5 / 1 9 L E I L E I L E I L E I 0 0 1 F A C I L I T Y R E F U N D - S / C Y N 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 7 9 0 5 / 1 5 / 1 9 L O O M I S L O O M I S 0 0 1 4 0 5 0 C O U R I E R S V C S - A P R 2 0 1 9 0 . 0 0 6 3 5 . 3 8 10 1 0 0 1 2 9 3 7 9 0 5 / 1 5 / 1 9 L O O M I S L O O M I S 0 0 1 5 3 3 3 C O U R I E R S V C S - A P R 2 0 1 9 0 . 0 0 6 3 5 . 3 8 TO T A L C H E C K 0 . 0 0 1 , 2 7 0 . 7 6 10 1 0 0 1 2 9 3 8 0 0 5 / 1 5 / 1 9 L A C A S S E S L O S A N G E L E S C O U N T Y A S S E S 0 0 1 4 0 7 0 A B S T R A C T D A T A - G I S 0 . 0 0 6 4 . 0 0 10 1 0 0 1 2 9 3 8 1 0 5 / 1 5 / 1 9 L A C M T A L O S A N G E L E S C O U N T Y M T A 1 1 2 5 5 5 3 M T A P A S S E S - A P R 2 0 1 9 0 . 0 0 5 2 8 . 0 0 10 1 0 0 1 2 9 3 8 1 0 5 / 1 5 / 1 9 L A C M T A L O S A N G E L E S C O U N T Y M T A 1 1 2 5 5 5 3 C I T Y S U B S I D Y - A P R 2 0 1 9 0 . 0 0 1 3 2 . 0 0 10 1 0 0 1 2 9 3 8 1 0 5 / 1 5 / 1 9 L A C M T A L O S A N G E L E S C O U N T Y M T A 1 1 2 5 5 5 3 M T A P A S S E S - S R A P R 0 . 0 0 6 3 . 0 0 10 1 0 0 1 2 9 3 8 1 0 5 / 1 5 / 1 9 L A C M T A L O S A N G E L E S C O U N T Y M T A 1 1 2 5 5 5 3 C I T Y S U B S I D Y - S R A P R 0 . 0 0 6 3 . 0 0 TO T A L C H E C K 0 . 0 0 7 8 6 . 0 0 10 1 0 0 1 2 9 3 8 2 0 5 / 1 5 / 1 9 L A S H E R I F L O S A N G E L E S C O U N T Y S H E R I 0 0 1 4 4 1 1 S T S W E E P E R - M A R 2 0 1 9 0 . 0 0 6 6 7 . 6 0 10 1 0 0 1 2 9 3 8 2 0 5 / 1 5 / 1 9 L A S H E R I F L O S A N G E L E S C O U N T Y S H E R I 0 0 1 4 4 1 1 S P C L E V E N T - C / B / D A Y 0 . 0 0 8 4 3 . 5 3 10 1 0 0 1 2 9 3 8 2 0 5 / 1 5 / 1 9 L A S H E R I F L O S A N G E L E S C O U N T Y S H E R I 0 0 1 4 4 1 1 C A L V A R Y C H A P E L - M A R 1 9 0 . 0 0 1 0 , 3 5 0 . 0 5 TO T A L C H E C K 0 . 0 0 1 1 , 8 6 1 . 1 8 10 1 0 0 1 2 9 3 8 3 0 5 / 1 5 / 1 9 M C E C O R P O M C E C O R P O R A T I O N 0 0 1 5 5 5 4 V E G E T A T I O N C N T R L - A P R 0 . 0 0 1 4 , 1 5 8 . 1 6 10 1 0 0 1 2 9 3 8 3 0 5 / 1 5 / 1 9 M C E C O R P O M C E C O R P O R A T I O N 1 3 8 5 5 3 8 A D D L M A I N T - S / C R O S S I N G 0 . 0 0 4 3 1 . 3 8 TO T A L C H E C K 0 . 0 0 1 4 , 5 8 9 . 5 4 10 1 0 0 1 2 9 3 8 4 0 5 / 1 5 / 1 9 M E R C U R Y D M E R C U R Y D I S P O S A L S Y S T E M S 1 1 5 5 5 1 5 B U L B S / B A T T E R I E S R E C Y C 0 . 0 0 1 , 4 7 6 . 3 1 10 1 0 0 1 2 9 3 8 5 0 5 / 1 5 / 1 9 M I R A J E L A J E L A N N I E M I R A N D A 0 0 1 F A C I L I T Y R E F U N D - S / C Y N 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 8 6 0 5 / 1 5 / 1 9 M I T Y L I T E M I T Y L I T E I N C 0 0 1 4 0 9 3 S U P P L I E S - C I T Y H A L L 0 . 0 0 3 , 1 1 1 . 6 3 10 1 0 0 1 2 9 3 8 7 0 5 / 1 5 / 1 9 M O B I L E I N M O B I L E I N D U S T R I A L S U P P L Y 0 0 1 5 3 5 0 H E L I U M - C I T Y B / D A Y 0 . 0 0 8 4 7 . 5 3 10 1 0 0 1 2 9 3 8 7 0 5 / 1 5 / 1 9 M O B I L E I N M O B I L E I N D U S T R I A L S U P P L Y 0 0 1 5 3 5 0 S U P P L I E S - H E L I U M 0 . 0 0 9 3 . 0 0 10 1 0 0 1 2 9 3 8 7 0 5 / 1 5 / 1 9 M O B I L E I N M O B I L E I N D U S T R I A L S U P P L Y 0 0 1 5 5 5 6 C Y L I N D E R A R G O N 0 . 0 0 8 . 0 0 TO T A L C H E C K 0 . 0 0 9 4 8 . 5 3 6.2.b Packet Pg. 135 SU N G A R D P E N T A M A T I O N I N C P A G E N U M B E R : 8 DA T E : 0 5 / 1 5 / 2 0 1 9 C I T Y O F D I A M O N D B A R A C C T P A 2 1 TI M E : 0 8 : 5 8 : 1 4 C H E C K R E G I S T E R - D I S B U R S E M E N T F U N D SE L E C T I O N C R I T E R I A : t r a n s a c t . c k _ d a t e b e t w e e n ’ 2 0 1 9 0 5 0 2 0 0 : 0 0 : 0 0 . 0 0 0 ’ a n d ’ 2 0 1 9 0 5 1 5 0 0 : 0 0 : 0 0 . 0 0 0 ’ AC C O U N T I N G P E R I O D : 1 1 / 1 9 F U N D - 0 0 1 - G E N E R A L F U N D CA S H A C C T C H E C K N O I S S U E D T V E N D O R N A M E F U N D / D I V I S I O N - - - - - D E S C R I P T I O N - - - - - - S A L E S T A X A M O U N T 10 1 0 0 1 2 9 3 8 8 0 5 / 1 5 / 1 9 M O O N E Y M A M A R L E N E R A M I R E Z M O O N E Y 0 0 1 5 3 5 0 C O N T R A C T C L A S S - W I N T E R 0 . 0 0 2 5 9 . 2 0 10 1 0 0 1 2 9 3 8 9 0 5 / 1 5 / 1 9 M O R A L E S E E D A M O R A L E S 0 0 1 F A C I L I T Y R E F U N D - P N T R A 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 9 0 0 5 / 1 5 / 1 9 M T S A C C M T . S A N A N T O N I O C O M M U N I T 0 0 1 F A C I L I T Y R E F U N D - D B C 0 . 0 0 1 0 0 . 0 0 10 1 0 0 1 2 9 3 9 1 0 5 / 1 5 / 1 9 J I F F Y L U B M Y F L E E T C E N T E R 5 2 0 5 5 5 6 V E H M A I N T - P / W O R K S 0 . 0 0 5 0 . 4 5 10 1 0 0 1 2 9 3 9 2 0 5 / 1 5 / 1 9 M Y E R S A N D M Y E R S A N D S O N S H I W A Y S A 0 0 1 5 5 5 4 S U P P L I E S - R O A D M A I N T 0 . 0 0 4 , 0 1 5 . 3 0 10 1 0 0 1 2 9 3 9 3 0 5 / 1 5 / 1 9 N A B L E K I M K I M N A B L E 0 0 1 F A C I L I T Y R E F U N D - H R T G E 0 . 0 0 2 0 0 . 0 0 10 1 0 0 1 2 9 3 9 4 0 5 / 1 5 / 1 9 N E O G O V N E O G O V 0 0 1 4 0 7 0 C O M P M A I N T S V C S - I . T . 0 . 0 0 3 , 6 7 6 . 8 4 10 1 0 0 1 2 9 3 9 5 0 5 / 1 5 / 1 9 N E O P O S T N E O P O S T U S A , I N C 0 0 1 4 0 3 0 M E T E R R E N T A L - F Y 1 9 / 2 0 0 . 0 0 7 0 9 . 5 6 10 1 0 0 1 2 9 3 9 5 0 5 / 1 5 / 1 9 N E O P O S T N E O P O S T U S A , I N C 0 0 1 4 0 3 0 I N K C A R T R I D G E - P O S T A G E 0 . 0 0 1 5 3 . 3 0 TO T A L C H E C K 0 . 0 0 8 6 2 . 8 6 10 1 0 0 1 2 9 3 9 6 0 5 / 1 5 / 1 9 N I C H O L S C N I C H O L S C O N S U L T I N G E N G I N 0 0 1 5 5 5 1 P A V E M E N T M N G M N T S Y S 0 . 0 0 1 , 5 6 9 . 7 7 10 1 0 0 1 2 9 3 9 7 0 5 / 1 5 / 1 9 P F P E T T I B P F P E T T I B O N E & C O 0 0 1 U S E T A X 0 . 0 0 - 1 2 . 1 6 10 1 0 0 1 2 9 3 9 7 0 5 / 1 5 / 1 9 P F P E T T I B P F P E T T I B O N E & C O 0 0 1 5 3 1 0 S U P P L I E S - P K S / R E C 0 . 0 0 1 4 2 . 9 5 10 1 0 0 1 2 9 3 9 7 0 5 / 1 5 / 1 9 P F P E T T I B P F P E T T I B O N E & C O 0 0 1 5 3 1 0 U S E T A X 0 . 0 0 1 2 . 1 6 TO T A L C H E C K 0 . 0 0 1 4 2 . 9 5 10 1 0 0 1 2 9 3 9 8 0 5 / 1 5 / 1 9 P A C W E S T A P A C W E S T A I R F I L T E R L L C 0 0 1 5 3 3 3 R O O F P A N E L S - D B C 0 . 0 0 3 7 0 . 0 2 10 1 0 0 1 2 9 3 9 9 0 5 / 1 5 / 1 9 P U B L I C S T P U B L I C S T O R A G E # 2 3 0 5 1 1 6 0 5 5 1 6 S T O R A G E - U N I T # 1 2 6 6 0 . 0 0 1 3 0 . 0 0 10 1 0 0 1 2 9 4 0 0 0 5 / 1 5 / 1 9 P Y R O C O M M P Y R O C O M M S Y S T E M S I N C 0 0 1 4 0 9 3 E M E R G E N C Y S V C S - C / H A L L 0 . 0 0 4 1 0 . 0 0 10 1 0 0 1 2 9 4 0 0 0 5 / 1 5 / 1 9 P Y R O C O M M P Y R O C O M M S Y S T E M S I N C 0 0 1 5 3 3 3 A L A R M M O N I T O R I N G - D B C 0 . 0 0 1 3 5 . 0 0 TO T A L C H E C K 0 . 0 0 5 4 5 . 0 0 10 1 0 0 1 2 9 4 0 1 0 5 / 1 5 / 1 9 R A W L I N G S W I L L I A M A U S T I N R A W L I N G S 0 0 1 5 2 1 0 P L N G C O M M - A P R 2 0 1 9 0 . 0 0 6 5 . 0 0 10 1 0 0 1 2 9 4 0 2 0 5 / 1 5 / 1 9 R E G I O N A L R E G I O N A L C H A M B E R O F C O M M 0 0 1 4 0 9 6 S V C S C O N T R A C T - O C T - A P R 0 . 0 0 7 , 0 0 0 . 0 0 10 1 0 0 1 2 9 4 0 3 0 5 / 1 5 / 1 9 R E T A I L M A R E T A I L M A R K E T I N G S E R V I C E 1 1 5 5 5 1 5 C A R T R E T R I E V A L S V C S 0 . 0 0 2 5 5 . 0 0 10 1 0 0 1 2 9 4 0 4 0 5 / 1 5 / 1 9 R U U H W A D A R U U H W A D A N N A N D A S S O C I A T 1 1 5 5 5 1 5 E - 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P E P R A 0 . 0 0 3 , 0 7 2 . 1 8 10 1 0 0 P P 0 9 / 1 9 A 0 5 / 0 3 / 1 9 P E R S R E T I P E R S R E T I R E M E N T F U N D 0 0 1 R E T I R E C O N T R I B - E E 0 . 0 0 2 7 , 1 3 3 . 1 6 10 1 0 0 P P 0 9 / 1 9 A 0 5 / 0 3 / 1 9 P E R S R E T I P E R S R E T I R E M E N T F U N D 0 0 1 S U R V I V O R B E N E F I T 0 . 0 0 5 1 . 1 5 TO T A L C H E C K 0 . 0 0 3 0 , 2 5 6 . 4 9 10 1 0 0 P P 0 9 / 1 9 B 0 5 / 0 3 / 1 9 V A N T A G E P V A N T A G E P O I N T T R N S F R A G N T 0 0 1 5 / 3 / 1 9 - P / R D E D U C T I O N S 0 . 0 0 3 7 , 4 6 8 . 0 3 10 1 0 0 P P 0 9 / 1 9 B 0 5 / 0 3 / 1 9 V A N T A G E P V A N T A G E P O I N T T R N S F R A G N T 0 0 1 5 / 3 / 1 9 - L O A N D E D U C T I O N S 0 . 0 0 4 , 2 3 2 . 3 7 TO T A L C H E C K 0 . 0 0 4 1 , 7 0 0 . 4 0 10 1 0 0 P P 0 9 / 1 9 C 0 5 / 0 3 / 1 9 T A S C T A S C 0 0 1 5 / 3 / 1 9 - P / R D E D U C T I O N S 0 . 0 0 1 , 7 8 0 . 7 8 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 0 0 1 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 1 9 3 , 3 5 7 . 2 2 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 1 2 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 5 , 5 1 1 . 1 0 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 1 3 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 3 , 9 4 4 . 9 0 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 1 5 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 1 5 , 3 0 6 . 2 7 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 3 8 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 2 , 4 5 8 . 6 2 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 3 9 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 1 , 3 6 3 . 5 7 10 1 0 0 P P 0 9 / 1 9 D 0 5 / 0 3 / 1 9 P A Y R O L L P A Y R O L L T R A N S F E R 1 4 1 P / R T R A N S F E R - 0 9 / P P 1 9 0 . 0 0 1 , 3 6 3 . 5 7 TO T A L C H E C K 0 . 0 0 2 2 3 , 3 0 5 . 2 5 TO T A L C A S H A C C O U N T 0 . 0 0 8 6 3 , 5 2 0 . 6 3 TO T A L F U N D 0 . 0 0 8 6 3 , 5 2 0 . 6 3 TO T A L R E P O R T 0 . 0 0 8 6 3 , 5 2 0 . 6 3 6.2.b Packet Pg. 138 Agenda #: 6.3 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: LANDSCAPE ASSESSMENT DISTRICT NOS. 38, 39 & 41 FOR FISCAL YEAR 2019-20. STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: 1. Adopt Resolution No. 2019-XX (No. 38), declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 38 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting; 2. Adopt Resolution No. 2019-XX (No. 39) declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 39 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting; and 3. Adopt Resolution No. 2019-XX (No.41) declaring the City’s intention to levy and collect assessments for Landscape Assessment District No. 41 and directing the City Clerk to advertise the Public Hearing to be set for the June 18, 2019 regular meeting. FINANCIAL IMPACT: A General Fund subsidy totaling $423,779 is required to cover the operating costs of the Districts. District No. 38 As shown on the attached Engineer’s Report, $276,330 of assessment generated by this District and $57,948 of the General Fund are proposed to pay for the operation and maintenance costs budgeted in special fund No. 138. District No. 39 As shown on the attached Engineer’s Report, the $294,764 of assessment generated 6.3 Packet Pg. 139 by this District and $167,699 of General Funds are proposed to pay for the operation and maintenance costs budgeted in special fund No. 139. District No. 41 As shown on the attached Engineer’s Report, $122,157 of assessment generated by this District and $198,132 of General Funds are proposed to pay for the operation and maintenance costs budgeted in special fund No. 141. BACKGROUND/DISCUSSION: District No. 38 The attached Engineer’s Report for the City’s Landscaping Assessment District Number 38, which is prepared pursuant to provisions of the Landscaping and Ligh ting Act of 1972 of Part 2 of Division 15 of the Streets and Highways Code of the State of California, includes authority for the report, estimated costs of improvements, a diagram for the District and the assessments. The estimated number of parcels within the District is 18,422 parcels. The amount assessed upon the lands within District Number 38 for Fiscal Year 2018-19 was $15.00 per parcel. The amount to be assessed for Fiscal Year 2019 -20 is to remain at $15.00 per parcel. The assessments will be utilized towards the general maintenance of City’s medians and parkways. The proposed assessment has been determined to be exempt from the provisions of Proposition 218 as set forth in section 5 (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. District No. 39 The attached Engineer’s Report for the City’s Landscaping Assessment District Number 39, which is prepared pursuant to provisions of the Landscaping and Lighting Act of 1972 of Part 2 of Division 15 of the Streets and Highways Code of the State of California, includes authority for the report, estimated costs of operation and maintenance, a diagram for the District and the assessments. The estimated number of parcels within the District is 1,249 parcels. The amount assessed upon the lands within District Number 39 for Fiscal Year 2018 -19 was $236.00 per parcel. The amount to be assessed for Fiscal Year 2019 -20 is proposed to remain at $236.00 per parcel. The assessments will be utilized towards the general maintenance of slopes, open space areas and the five (5) mini parks within District 39. The proposed assessment has been determined to be exempt from th e provisions of Proposition 218 as set forth in section 5 (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. 6.3 Packet Pg. 140 District No. 41 The attached Engineer’s Report for the City’s Landscaping Assessment District Number 41, which is prepared pursuant to provisions of the Landscaping and Lighting Act of 1972 of Part 2 of Division 15 of the Streets and Highways Code of the State of California, includes authority for the report, estimated costs of improvements, a diagram for the District and the assessments. The estimated number of parcels within the District is 554 parcels. The amount assessed upon the lands within District Number 41 for Fiscal Year 2018-19 was $220.50 per parcel. The amount to be assessed for Fiscal Year 2019 -20 is to remain at $220.50 per parcel. The assessments will be utilized towards the general maintenance of mini parks, slopes, and open space areas within District 41. The proposed assessment has been determined to be exempt from the provisions of Proposition 218 as set forth in section 5 (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. Concurrent Processes for Proposed New Districts and Existing Districts (Nos. 39 and 41) At its April 16, 2019 meeting the Council passed Resolution Nos. 2019 -12 and 2019-13 initiating proceedings for the formation of new landscape maintenance districts intended to replace the current District Nos. 39 and 41. The goal is to increase the assessment rates that, for the existing districts, cannot otherwise be increased without the approval of a majority of property owners in accordance with Proposition 218. The two new district formations, which include property-owner ballot proceedings, are running concurrently with the actions recommended in this agenda item for District Nos. 39 and 41 (as well as District No. 38, for which a replacement district is not being pursued). The annual deadline for submitting the levies to the County Auditor/Controller is August 10, so both processes must run concurrently allowing the Council to continue the existing assessments should either of the two new districts not succeed. Therefore, if one or both new formations are successful, the Council will rescind any direction given for levies for the corresponding existing district. The existing district assessment continuations are scheduled to be completed at the June 18, 2019 public hearing but will be held in abeyance until the July 16, 2019 public hearings for the new district formations pending the outcome of those ballot proceedings. LEGAL REVIEW: City Attorney has reviewed and approved as to form. PREPARED BY: 6.3 Packet Pg. 141 Attachments: 1. 6.3.a Resolution - LLAD #38 2. 6.3.b LLAD #38 - Engineer's Report 3. 6.3.c Resolution - LLAD #39 4. 6.3.d LLAD #39 - Engineer's Report 5. 6.3.e Resolution - LLAD #41 6. 6.3.f LLAD #41 - Engineer's Report 6.3 Packet Pg. 142 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR TO DECLARE THE CITY’S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 38 AND DIRECT THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING BEFORE THE COUNCIL AT THE JUNE 18, 2019 REGULAR MEETING. WHEREAS, the City of Diamond Bar Assessment District No. 38 (“District”) was created pursuant to Part 2 of Division 15 of the California Streets and Highways Code (§ 22500, et seq.). WHEREAS, SCI Consulting Group, the Engineer of Work, has prepared, filed with the City Clerk and presented to this Council a report relating to said assessment district pursuant to the provisions of the California Streets and Highways Code § 22623. WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond as follows: Section 1. The Recitals, as set forth in Part A of this Resolution, are in all respects true and correct. Section 2. The above-described report submitted by the Engineer of Work relating to City of Diamond Bar Assessment District No. 38 is hereby approved as filed. Section 3. The Council hereby declares its intention to levy and collect assessments during fiscal year 2019-20 pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, known as the “Landscaping and Lighting Act of 1972, “within that area designated “City of Diamond Bar Assessment District No. 38,” as shown on Exhibit “A-1” attached hereto and incorporated herein by reference. Section 4. A general description of the improvements proposed for the aforementioned district is as follows: The installation, maintenance and servicing of landscaping and any facilities which are appurtenant thereto or which are necessary or convenient for the maintenance and servicing thereof, 6.3.a Packet Pg. 143 2 including but not limited to, repair, removal or replacement, grading, clearing, removal of debris, pruning, fertilization, pest contr ol and weed control, and the installation or construction of appurtenant facilities, including curbs, gutters, walls, sidewalks or paving, or water, irrigation, or electrical facilities. Said installation, maintenance and servicing of the landscaping and installation, maintenance and servicing of related work shall be within the area of Assessment District No. 38 as shown on Exhibit “A-1,” as attached hereto and incorporated by reference. The location and type of improvement is shown on Exhibit “A-1.” Section 5. Reference is hereby made to the Engineer’s Report relating to the said assessment district hereinabove approved. Said report is on file with the City Clerk of the City of Diamond Bar and contains a full and detailed description of the improvements, the boundaries of the assessment district and contains the proposed assessments upon assessable lots and parcels of land within City of Diamond Bar Assessment District No. 38 for fiscal year 2019-20. Said proposed assessment per lot is the amount of $15.00, the same amount which was levied in fiscal year 2018-19. Section 6. This Council hereby fixes 6:45 p.m. on June 18, 2019 in the Auditorium located at the AQMD/Government Center, 21865 Copley Drive, Diamond Bar, California, as the time and place fo r a hearing before this Council on this question of the levy of the proposed assessments on assessable lots with City of Diamond Bar Assessment District No. 38 for fiscal year 2019-20 and hereby gives notice of said hearing. Section 7. The City Council hereby determines and declares that the proposed assessments constitute a continuation of assessments existing on the effective date of Article XIIID of the California Constitution, that the assessments are imposed exclusively to finance the capital costs and maintenance and operation expenses for streets and sidewalks and that the assessment are exempt from the requirements of Article XIIID, Section 4 of the California Constitution. Section 8. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. 6.3.a Packet Pg. 144 3 PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 6.3.a Packet Pg. 145 4 Exhibit A-1 6.3.a Packet Pg. 146 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT FISCAL YEAR 2019-20 APRIL 2019 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972, GOVERNMENT CODE AND ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION ENGINEER OF WORK: SCIConsultingGroup 4745 MANGELS BOULEVARD FAIRFIELD, CALIFORNIA 94534 PHONE 707.430.4300 FAX 707.430.4319 WWW.SCI-CG.COM 6.3.b Packet Pg. 147 (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.b Packet Pg. 148 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE i CITY OF DIAMOND BAR CITY COUNCIL Carol Herrera, Mayor Steve Tye, Mayor Pro Tem Andrew Chou, Councilmember Ruth Low, Councilmember Nancy Lyons, Councilmember CITY MANAGER Dan Fox PUBLIC WORKS DIRECTOR / CITY ENGINEER David Liu CITY ATTORNEY David DeBerry ENGINEER OF WORK Jerry Bradshaw, P.E. SCI Consulting Group 6.3.b Packet Pg. 149 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE ii (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.b Packet Pg. 150 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iii TABLE OF CONTENTS INTRODUCTION....................................................................................................................... 5 OVERVIEW ...................................................................................................................... 5 ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS .............................................. 5 LEGISLATIVE ANALYSIS .................................................................................................... 6 PLANS & SPECIFICATIONS ...................................................................................................... 9 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET ....................................................... 11 BUDGET FOR FISCAL YEAR 2019-20 ............................................................................... 11 METHOD OF ASSESSMENT APPORTIONMENT .......................................................................... 12 METHOD OF APPORTIONMENT ........................................................................................ 12 DISCUSSION OF BENEFIT ................................................................................................ 12 SPECIAL BENEFIT .......................................................................................................... 13 GENERAL VERSUS SPECIAL BENEFIT .............................................................................. 15 BENEFIT FINDING ........................................................................................................... 16 METHOD OF APPORTIONMENT ........................................................................................ 19 ANNUAL ASSESSMENT CALCULATION .............................................................................. 20 DURATION OF ASSESSMENT ........................................................................................... 20 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY........................................................... 20 ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA ............................. 20 ASSESSMENT ...................................................................................................................... 21 ASSESSMENT DIAGRAM ........................................................................................................ 23 ASSESSMENT ROLL ............................................................................................................. 25 6.3.b Packet Pg. 151 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iv LIST OF TABLES TABLE 1: FY 2019-20 ESTIMATE OF COSTS ........................................................................... 11 TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE .................................................................. 21 6.3.b Packet Pg. 152 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 INTRODUCTION OVERVIEW The City of Diamond Bar (the “City”) services and maintains perimeter and median landscaping, and other improvements (“Improvements”) to various parts of the City. In order to fund the maintenance and operation (“Services”) of these projects and improvements, Landscaping Assessment District No. 38 (“District”) was formed in 1984 by the County of Los Angeles prior to the incorporation of the City of Diamond Bar. Upon incorporation in 1989, the City assumed jurisdiction over the District. This Engineer’s Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the 2019-20 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the “Article”). ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS The assessments have been continued for over 30 years. In each subsequent year for which the assessments will be continued, the Diamond Bar City Council (the “Council”) must direct the preparation of an Engineer’s Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer’s Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer’s Report (the “Report”) was prepared pursuant to the direction of the City Council. As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District. If the Council approves this Engineer’s Report and the continuation of the Assessments by resolution, a notice of public hearing must be published in a local newspaper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer’s Report and establishing the date for a public hearing is typically used for this notice. Following the minimum 10-day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the Assessments. This hearing is currently scheduled for June 18, 2019. At this hearing, the Council will consider approval of a resolution confirming the continuation of the Assessments for fiscal year 2019-20. If so confirmed and approved, the Assessments would be submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2019-20. 6.3.b Packet Pg. 153 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 6 Beginning in 2015, SCI Consulting Group became the Assessment Engineer for the District. To maintain an accurate reference and legally defensible record of the District, pertinent language used in previous engineer’s reports has been retained herein and is cited in italics as appropriate. LEGISLATIVE ANALYSIS PROPOSITION 218 The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996 and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property. SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431 In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority (“SVTA”). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that:  Benefit assessments are for special, not general, benefit  The services and/or improvements funded by assessments must be clearly defined  Special benefits are directly received by and provide a direct advantage to property in the Improvement District  The assessment paid by property should be proportional to the special benefits it receives from the Improvements This Engineer’s Report and the process used to establish the continuation of the assessments for fiscal year 2019-20 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors: 1. The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required, and the assessment revenue derived from real property in the District is expended only on the Improvements in the District. 2. The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment. The Improvements provide landscaping and other services to the residents of such assessed property. The proximity of the Improvements to the assessed parcels provides a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision. 6.3.b Packet Pg. 154 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 7 3. Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values. 4. The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because: a. The specific landscaping Improvements and maintenance and utility costs thereof in the District are specified in this Report; and b. Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi-family residential parcels, commercial parcels, industrial parcels, etc. DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 In Dahms v. Downtown Pomona Property (“Dahms”) the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties. BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 Bonander v. Town of Tiburon (“Bonander”), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub-areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits. BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 Steven Beutz v. County of Riverside (“Beutz”) the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits. GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (2011) 199 CAL. APP. 4TH 416 On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its 6.3.b Packet Pg. 155 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 8 decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels. COMPLIANCE WITH CURRENT LAW This Engineer’s Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property. This Engineer’s Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer’s Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties. 6.3.b Packet Pg. 156 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 9 PLANS & SPECIFICATIONS The City maintains landscaping and other improvements in locations within the District’s boundaries. The work and improvements to be undertaken by Landscaping Assessment District No. 38, (“District”), and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972 (the “Act”), the work and improvements are generally described as follows: MEDIANS The landscaped islands to be maintained by the District are located as follows:  Diamond Bar Blvd  Grand Ave  Golden Springs Dr – 57 freeway overcrossing to West City Limits  Golden Prados Dr – Golden Springs Dr to Hopi St  Tin Dr – Great Bend Dr to Diamond Bar Blvd  Lemon Ave – Lycoming St to Golden Springs Dr  Sunset Crossing Rd – 57 freeway off-ramp to Prospectors Rd  Prospectors Rd – at Dry Creek Rd; at Palo Cedro Dr; and at Beaverhead Dr  Pathfinder Rd at Brea Canyon Rd (east of 57 freeway) PARKWAYS The landscaped parkways to be maintained by the District are located as follows:  Grand Ave – Summit Ridge to Diamond Bar Blvd, north side  Temple Ave – Diamond Bar Blvd to Golden Springs Dr, south side  Golden Springs Dr – Ballena Dr to End of cul-de-sac  Golden Springs Dr – El Encino Dr to Platina Dr  Golden Springs Dr – Rancheria Rd to end of cul-de-sac  Diamond Bar Blvd – Mountain Laurel Way to Maple Hill Rd  Pathfinder Rd – Evergreen Springs Dr to end of cul-de-sac  Brea Canyon Rd – at Gerndal St  Golden Springs Dr – at Adel Ave  Brea Canyon Rd – South of Pathfinder Rd to southerly City Limits, both sides  Sunset Crossing Rd – Big Falls Dr to Chapparal Dr TURF AREAS The landscaped turf areas to be maintained by the District are located as follows:  Diamond Bar Blvd – at Gold Rush Dr  Grand Ave (east side) – from south of Rolling Knoll Dr to driveway at the Diamond Bar Center 6.3.b Packet Pg. 157 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 10 Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, lighting, fencing, entry monuments, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, at each of the locations owned, operated or maintained by the District. As applied herein, “Installation” means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage and lights. “Maintenance” means the 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, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. “Servicing” means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526). Modifications to the District structure could include, but are not limited to, substantial changes or expansion of the Improvements provided, substantial changes in the service provided, modifications or restructuring of the District including annexation or detachment of specific parcels, revisions in the method of apportionment, or proposed new or increased assessments. The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses. 6.3.b Packet Pg. 158 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 11 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET BUDGET FOR FISCAL YEAR 2019-20 The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings. An estimate of District costs for fiscal year 2019-20 for the maintenance and servicing of the Improvements is provided below. TABLE 1: FY 2019-20 ESTIMATE OF COSTS A. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund or would be used to reduce future years' assessments. Expenditure Item Salaries & Benefits (subsidized by General Fund)37,855$ Operating Expenses Advertising 5,000$ Utilities 176,399$ Maintenance of Grounds/Buildings 36,500$ Professional Services 5,500$ Contract Services Trails Maintenance 66,524$ Trees Maintenance 6,500$ Estimated Expenditures 334,278$ Revenue Item Direct Benefit Assessments 276,330$ General Fund Contribution 57,948$ Estimated Revenues 334,278$ Budget Allocation to Parcels Total Assessment BudgetA 276,330$ Total Assessable Parcels 18,422$ Assessment per Parcel 15$ 6.3.b Packet Pg. 159 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 12 METHOD OF ASSESSMENT APPORTIONMENT METHOD OF APPORTIONMENT This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the District. The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based upon the relative special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The Assessment is apportioned to lots and parcels in proportion to the relative special benefit from the Improvements. The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the Improvements and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property. DISCUSSION OF BENEFIT In summary, the Assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 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." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment: "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows: 6.3.b Packet Pg. 160 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 13 A. Proximity to Improved Landscaped Areas and Other Public Improvements within the District. B. Access to Improved landscaped areas and Other Public Improvements within the District. C. Improved Views within the District. D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements. In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas:  Proximity  Expanded or improved access  Views The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment: The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values). Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments. Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provided and that other property in general and the public do not share or receive are 100% special benefit. The assessment-funded services upheld by Dahms included streetscape maintenance and security services. SPECIAL BENEFIT The District was formed by a different engineer of record. From the original Engineer’s Report, the primary special benefits on landscaping are as set forth below: 1. Beautification of the streets which are used by all of the residents in Diamond Bar. 2. A sense of community pride resulting from well-maintained green spaces. 6.3.b Packet Pg. 161 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 14 3. The enhancement of the value of property which results from the foregoing benefits.1 In addition, SCI assessment engineers have identified the following special benefits: PROXIMITY TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and valuable proximity and access to the Improvements that the public at large and property outside the District do not share. In absence of the Assessments, the Improvements would not be provided, and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District. ACCESS TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Since the parcels in the District are nearly the only parcels that enjoy close access to the Improvements, they directly benefit from the unique close access to improved landscaping areas and other public improvements that are provided by the Assessments. This is a direct advantage and special benefit to property in the District. IMPROVED VIEWS WITHIN THE ASSESSMENT DISTRICTS The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District. EXTENSION OF A PROPERTY’S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE PROXIMITY TO THE IMPROVEMENTS In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely proximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, 1 From the Engineer’s Report, Update of Assessment District No. 38, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.b Packet Pg. 162 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 15 valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements. GENERAL VERSUS SPECIAL BENEFIT Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to “separate the general benefits from the special benefits conferred on a parcel.” The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section. In other words: There is no widely-accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not “particular and distinct” and are not “over and above” benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide “an indirect, derivative advantage” and are not necessarily proximate to the improvements. In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements “over and above” this general, baseline level and the general benefits estimated in this section are over and above the baseline. A formula to estimate the general benefit is listed below: General Benefit = Benefit to Real Property Outside the Assessment District + Benefit to Real Property Inside the Assessment District that is Indirect and Derivative + Benefit to the Public at Large Special benefit, on the other hand, is defined in the state constitution as “a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.” The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it “receives a direct advantage from the improvement (e.g., proximity to a park).” In these Assessments, as noted, properties in the District have Total Benefit = General Benefit + Special Benefit 6.3.b Packet Pg. 163 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 16 close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special and is only minimally received by property outside the Districts or the public at large. BENEFIT FINDING QUANTIFICATION OF GENERAL BENEFIT In this section, the general benefit from landscaping and other types of Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. BENEFIT TO PROPERTY OUTSIDE THE ASSESSMENT DISTRICTS Properties within the District receive almost all of the special benefits from the Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large. However, certain properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group. Since the properties outside the District but with frontage abutting the Improvements cannot be assessed by the District, this is a form of general benefit to other property. The primary way that parcels outside the district benefit by the Improvements is from views. Therefore, parcels that abut the landscape areas and are not separated from the Improvements by a privacy fence are counted for this general benefit. Since very few of the Improvements lie at the District boundary near occupied parcels, there are very few parcels in this category. The general benefit to property outside of the District is calculated as follows. 18 Parcels Outside District 18,422 Parcels In the District 18 18 +18,422 =0.10% Calculation: Assumptions: General Benefit to Property Ouside the District 6.3.b Packet Pg. 164 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 17 BENEFIT TO PROPERTY INSIDE THE ASSESSMENT DISTRICTS THAT IS INDIRECT AND DERIVATIVE The “indirect and derivative” benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly “over and above” and “particular and distinct” when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District. Nevertheless, the SVTA vs. SCCOSA decision indicates there may be general benefit “conferred on real property located in the district” A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. Approximately 4.43% of the land area in the District is used for such regional purposes, so this is a measure of the general benefits to property within the District. BENEFIT TO THE PUBLIC AT LARGE The general benefit to the public at large can be estimated by the proportionate amount of time that the District’s Improvements are used and enjoyed by individuals who are not residents, employees, customers or property owners in the District. It should be noted that these Improvements do not attract the public at large in the same way as park improvements – and they confer far less benefit to the public at large than do similar park improvements. In essence, the public does not visit an area to enjoy landscaping in the same way as they may visit a park. One way to measure the special benefit to the general public is by the vehicle trips through an area with Improvements by people who are not residents within the District. Of the four ways benefits are conferred (proximity, access, views, extension of a property’s green space, and creation of lots), the only benefit that is conferred by way of pass-by vehicle trips is views, which accounts for 25% of the total benefits. This is further reduced to 10% due the brevity of the views and because views are less critically important and are enjoyed much less often to the average non-resident driver than to a resident. Specific data is not available for the number of vehicle trips by non-residents of the District past the Improvements, which lie mostly on arterial roadways. A conservative estimate of vehicle trips by non-residents is 50% of all vehicle trips. Therefore (50% of 10% =) 5.00% of the benefits from the other Improvements are general benefits to the public at large. TOTAL GENERAL BENEFITS Using a sum of these three measures of general benefit, we find that approximately 9.53% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment. 6.3.b Packet Pg. 165 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 18 Outside the District Inside the District Public At Large Total General Benefit Landscaping General Benefit Calculation 0.10% 4.43% 5.00% 9.53% Although this analysis finds that 9.53% of the assessment may provide general benefits from the Improvements, the Assessment Engineer establishes a requirement for a minimum contribution from sources other than the assessments of 10%. This minimum contribution above the measure of general benefits will serve to provide additional coverage for any other general benefits. CURRENT GENERAL BENEFIT CONTRIBUTION FROM THE CITY This general benefit cannot be funded from the Assessments; it must be funded from other sources such as the City’s General Fund or other non-District funds. These contributions can also be in the form of in-lieu contributions to the installation and maintenance of the Improvements such as other City assets that support and protect the Improvements. The City of Diamond Bar will contribute both monetary and in-lieu resources to ensure that the general benefits conferred by the proposed Improvements are not funded by the District’s Assessments. A summary and quantification of these other contributions from the City is discussed below: The City of Diamond Bar owns, maintains, rehabilitates and replaces curb and gutter along the border of the District Improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the Improvements. The contribution from the City towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 5%. The City owns and maintains a storm drainage system along the border of the District Improvements. This system serves to prevent flooding and associated damage to the Improvements, and manage urban runoff including local pollutants loading from the Improvements. The contribution from the City towards general benefit from the maintenance, and operation of the local storm drainage system is conservatively estimated to be 5%. The City owns and maintains local public streets along the border of the District Improvements. These public streets provide access to the Improvements for its enjoyment as well as efficient maintenance. The contribution from the City towards general benefit from the maintenance of local public streets is conservatively estimated to be 5%. 6.3.b Packet Pg. 166 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 19 The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non-assessment funds, this “annuity” can be used to offset general benefit costs and is conservatively estimated to contribute 10%. The total General Benefit is liberally quantified at 10% which is entirely offset by the conservatively quantified total non-assessment contribution towards general benefit described above of 25%. Therefore, no additional General Benefit must be funded by the City. METHOD OF APPORTIONMENT The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer’s Report is included below: The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each lot or parcel from the Improvements, namely the maintenance and servicing of public landscaping improvements within such District. The maintenance and servicing of public landscaping improvements installed and constructed in public places in the City of Diamond Bar provides a special benefit which is received by each and every lot or parcel within the District, tending to enhance their value. The primary benefits on landscaping are set forth below: 1. Beautification of the streets which are used by all of the residents in Diamond Bar. 2. A sense of community pride resulting from well-maintained green spaces. 3. The enhancement of the value of property which results from the foregoing benefits. The existing land use information indicates that well over 90 percent of the parcels within the City of Diamond Bar are residences. Because the special benefits derived apply equally to all residents and parcels, it has been determined that all assessable parcels would receive the same net assessment.2 2 From the Engineer’s Report, Update of Assessment District No. 38, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.b Packet Pg. 167 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 20 ANNUAL ASSESSMENT CALCULATION For fiscal year 2019-20 the amount of Assessments for the District is not increased from prior years. The assessment per parcel is $15. DURATION OF ASSESSMENT The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the District. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment. APPEALS OF ASSESSMENTS LEVIED TO PROPERTY Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Diamond Bar City Manager or his or her designee. Any such appeal is limited to correction of an Assessment during the then-current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Manager or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Manager or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Manager or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Manager or his or her designee shall be referred to the Diamond Bar City Council, and the decision of the City Council shall be final. ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section. 6.3.b Packet Pg. 168 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 21 ASSESSMENT WHEREAS, the City of Diamond Bar directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the City of Diamond Bar City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District. The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2019-20 is generally as follows: TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll. I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report. The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements. Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Los Angeles for the Fiscal Year 2019-20. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County. Salaries & Benefits 37,855$ Operating Expenses & Services 296,423$ Total for Services 334,278$ Less General Fund Contribution (57,948)$ Net Amount to Assessments 276,330$ 6.3.b Packet Pg. 169 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 22 I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2019-20 for each parcel or lot of land within the District. Dated: April 30, 2019 Engineer of Work By Jerry Bradshaw, License No. C48845 6.3.b Packet Pg. 170 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 23 ASSESSMENT DIAGRAM The District boundary is conterminous with the City Limits. The parcels to be assessed in Landscaping Assessment District No. 38 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Diamond Bar and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Los Angeles, for Fiscal Year 2019-20, and are incorporated herein by reference, and made a part of this Diagram and this Report. 6.3.b Packet Pg. 171 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 24 6.3.b Packet Pg. 172 CITY OF DIAMOND BAR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 38 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 25 ASSESSMENT ROLL An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 21810 Copley Drive, 2nd floor, Diamond Bar, California 91765. Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report. These records shall govern for all details concerning the description of the lots or parcels. 6.3.b Packet Pg. 173 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR TO DECLARE THE CITY’S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 39 AND DIRECT THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING BEFORE THE COUNCIL AT THE JUNE 18, 2019 REGULAR MEETING. WHEREAS, the City of Diamond Bar Assessment District No. 39 (“District”) was created pursuant to Part 2 of Division 15 of the California Streets and Highways Code (§ 22500, et seq.). WHEREAS, SCI Consulting Group, the Engineer of Work, has prepared, filed with the City Clerk and presented to this Council a report relating to said assessment district pursuant to the provisions of the California Streets and Highways Code § 22623. WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. The Recitals, as set forth in Part A of this Resolution, are in all respects true and correct. Section 2. The above-described report submitted by the Engineer of Work relating to City of Diamond Bar Assessment District No. 39 is hereby approved as filed. Section 3. The Council hereby declares its intention to levy and collect assessments during fiscal year 2019-20 pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, known as the “Landscaping and Lighting Act of 1972, “within that area designated “City of Diamond Bar Assessment District No. 39,” as shown on Exhibit “A-2” attached hereto and incorporated herein by reference. Section 4. A general description of the improvements proposed for the aforementioned district is as follows: The maintenance and servicing of landscaping and any facilities which are appurtenant thereto or which are necessary or convenient for the maintenance and servicing thereof, includin g but not limited to, repair, removal or replacement, grading, clearing, 6.3.c Packet Pg. 174 2 removal of debris, pruning, fertilization, pest control and weed control, and the installation or construction of appurtenant facilities, including curbs, gutters, walls, sidewalks or paving, or water, irrigation, or electrical facilities. Said maintenance and servicing of the landscaping and installation, maintenance and servicing of related work shall be within the area of Assessment District No. 39 as shown on Exhibit “A-2” as attached hereto and incorporated by reference. The location and type of improvement is shown on Exhibit “A-2.” Section 5. Reference is hereby made to the Engineer’s Report relating to the said assessment district hereinabove approved. Said report is on file with the City Clerk of the City of Diamond Bar and contains a full and detailed description of the improvements, the boundaries of the assessment district and contains the proposed assessments upon assessable lots and parcels of land within City of Diamond Bar Assessment District No. 39 for fiscal year 2019-20. Said proposed assessment per lot is the amount of $236.00, the same amount which was levied in fiscal year 2018-19. Section 6. This Council hereby fixes 6:45 p.m. on June 18, 2019 in the Auditorium located at the AQMD/Government Center, 21865 Copley Drive, Diamond Bar, California, as the time and place for a hearing before this Council on this question of the levy of the proposed assessments on assessable lots with City of Diamond Bar Assessment District No. 39 for fiscal year 2019-20 and hereby gives notice of said hearing. Section 7. The City Council hereby determines and declares that the proposed assessments constitute a continuation of assessments existing on the effective date of Article XIIID of the California Constitution, that the assessments are imposed exclusively to finance the capital costs and maintenance and operation expenses for streets and sidewalks and that the assessment are exempt from the requirements of Article XIIID, Section 4 of the California Constitution. Section 8. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. 6.3.c Packet Pg. 175 3 PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 6.3.c Packet Pg. 176 4 Exhibit A-2 6.3.c Packet Pg. 177 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT FISCAL YEAR 2019-20 APRIL 2019 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972, GOVERNMENT CODE AND ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION ENGINEER OF WORK: SCIConsultingGroup 4745 MANGELS BOULEVARD FAIRFIELD, CALIFORNIA 94534 PHONE 707.430.4300 FAX 707.430.4319 WWW.SCI-CG.COM 6.3.d Packet Pg. 178 (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.d Packet Pg. 179 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE i CITY OF DIAMOND BAR CITY COUNCIL Carol Herrera, Mayor Steve Tye, Mayor Pro Tem Andrew Chou, Councilmember Ruth Low, Councilmember Nancy Lyons, Councilmember CITY MANAGER Dan Fox PUBLIC WORKS DIRECTOR / CITY ENGINEER David Liu CITY ATTORNEY David DeBerry ENGINEER OF WORK Jerry Bradshaw, P.E. SCI Consulting Group 6.3.d Packet Pg. 180 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE ii (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.d Packet Pg. 181 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iii TABLE OF CONTENTS INTRODUCTION....................................................................................................................... 5 OVERVIEW ...................................................................................................................... 5 ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS .............................................. 5 LEGISLATIVE ANALYSIS .................................................................................................... 6 PLANS & SPECIFICATIONS ...................................................................................................... 9 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET ....................................................... 11 BUDGET FOR FISCAL YEAR 2019-20 ............................................................................... 11 METHOD OF ASSESSMENT APPORTIONMENT .......................................................................... 12 METHOD OF APPORTIONMENT ........................................................................................ 12 DISCUSSION OF BENEFIT ................................................................................................ 12 SPECIAL BENEFIT .......................................................................................................... 13 GENERAL VERSUS SPECIAL BENEFIT .............................................................................. 15 BENEFIT FINDING ........................................................................................................... 17 METHOD OF APPORTIONMENT ........................................................................................ 19 ANNUAL ASSESSMENT CALCULATION .............................................................................. 20 DURATION OF ASSESSMENT ........................................................................................... 20 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY........................................................... 21 ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA ............................. 21 ASSESSMENT ...................................................................................................................... 22 ASSESSMENT DIAGRAM ........................................................................................................ 24 ASSESSMENT ROLL ............................................................................................................. 26 6.3.d Packet Pg. 182 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iv LIST OF TABLES TABLE 1: FY 2019-20 ESTIMATE OF COSTS ........................................................................... 11 TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE .................................................................. 22 6.3.d Packet Pg. 183 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 5 INTRODUCTION OVERVIEW The City of Diamond Bar (the “City”) services and maintains mini-parks, slopes and open space areas and other improvements (“Improvements”) in the Diamond Bar Hills area of the City. In order to fund the maintenance and operation (“Services”) of these projects and improvements, Landscaping Assessment District No. 39 (“District”) was formed in 1985 by the County of Los Angeles prior to the incorporation of the City of Diamond Bar. Upon incorporation in 1989, the City assumed jurisdiction over the District. This Engineer’s Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the 2019-20 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the “Article”). ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS The assessments have been continued for 30 years. In each subsequent year for which the assessments will be continued, the Diamond Bar City Council (the “Council”) must direct the preparation of an Engineer’s Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer’s Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer’s Report (the “Report”) was prepared pursuant to the direction of the City Council. As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District. If the Council approves this Engineer’s Report and the continuation of the Assessments by resolution, a notice of public hearing must be published in a local newspaper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer’s Report and establishing the date for a public hearing is typically used for this notice. Following the minimum 10-day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the Assessments. This hearing is currently scheduled for June 18, 2019. At this hearing, the Council will consider approval of a resolution confirming the continuation of the Assessments for fiscal year 2019-20. If so confirmed and approved, the Assessments would be submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2019-20. 6.3.d Packet Pg. 184 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 6 Beginning in 2015, SCI Consulting Group became the Assessment Engineer for the District. To maintain an accurate reference and legally defensible record of the District, pertinent language used in previous engineer’s reports has been retained herein and is cited in italics as appropriate. LEGISLATIVE ANALYSIS PROPOSITION 218 The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996 and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property. SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431 In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority (“SVTA”). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that:  Benefit assessments are for special, not general, benefit  The services and/or improvements funded by assessments must be clearly defined  Special benefits are directly received by and provide a direct advantage to property in the Improvement District  The assessment paid by property should be proportional to the special benefits it receives from the Improvements This Engineer’s Report and the process used to establish the continuation of the assessments for fiscal year 2019-20 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors: 1. The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required, and the assessment revenue derived from real property in the District is expended only on the Improvements in the District. 2. The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment. The Improvements provide landscaping and other services to the residents of such assessed property. The proximity of the Improvements to the assessed parcels provides 6.3.d Packet Pg. 185 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 7 a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision. 3. Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values. 4. The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because: a. The specific landscaping Improvements and maintenance and utility costs thereof in the District are specified in this Report; and b. Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi-family residential parcels, commercial parcels, industrial parcels, etc. DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 In Dahms v. Downtown Pomona Property (“Dahms”) the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties. BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 Bonander v. Town of Tiburon (“Bonander”), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub-areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits. BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 Steven Beutz v. County of Riverside (“Beutz”) the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits. GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (2011) 199 CAL. APP. 4TH 416 On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an 6.3.d Packet Pg. 186 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 8 assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels. COMPLIANCE WITH CURRENT LAW This Engineer’s Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property. This Engineer’s Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer’s Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties. 6.3.d Packet Pg. 187 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 9 PLANS & SPECIFICATIONS The City maintains landscaping and other improvements in locations within the District’s boundaries. The work and improvements to be undertaken by Landscaping Assessment District No. 39, (“District”), and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972 (the “Act”), the work and improvements are generally described as mini-parks, slopes and open space areas within the District. The Assessment Diagram shows the location and extent of the Improvements to be installed, maintained or serviced by the proceeds from this Assessment District. Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, sidewalks, parking lots, lighting, fencing, entry monuments, basketball courts, tennis courts, other recreational facilities, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, at each of the locations owned, operated or maintained by the District. As applied herein, “Installation” means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage, lights, playground equipment, play courts, playing fields, recreational facilities and public restrooms. “Maintenance” means the 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, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. “Servicing” means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant 6.3.d Packet Pg. 188 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 10 to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526). Modifications to the District structure could include, but are not limited to, substantial changes or expansion of the Improvements provided, substantial changes in the service provided, modifications or restructuring of the District including annexation or detachment of specific parcels, revisions in the method of apportionment, or proposed new or increased assessments. The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses. 6.3.d Packet Pg. 189 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 11 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET BUDGET FOR FISCAL YEAR 2019-20 The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings. An estimate of District costs for fiscal year 2019-20 for the maintenance and servicing of the Improvements is provided below. TABLE 1: FY 2019-20 ESTIMATE OF COSTS A. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund or would be used to reduce future years' assessments. Expenditure Item Salaries & Benefits 21,801$ Operating Expenses Advertising 5,000$ Utilities 139,686$ Maintenance of Grounds/Buildings 34,500$ Professional Services 5,500$ Contract Services Trails Maintenance 208,476$ Tree Maintenance 6,500$ Weed/Pest Abatement 41,000$ Estimated Expenditures 462,463$ Revenue Item Direct Benefit Assessments 294,764$ General Fund Contribution 167,699$ Estimated Revenues 462,463$ Budget Allocation to Parcels Total Assessment BudgetA 294,764$ Total Assessable Parcels 1,249$ Assessment per Parcel 236$ 6.3.d Packet Pg. 190 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 12 METHOD OF ASSESSMENT APPORTIONMENT METHOD OF APPORTIONMENT This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the District. The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based upon the relative special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The Assessment is apportioned to lots and parcels in proportion to the relative special benefit from the Improvements. The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the Improvements and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property. DISCUSSION OF BENEFIT In summary, the Assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 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." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment: "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows: 6.3.d Packet Pg. 191 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 13 A. Proximity to Improved Landscaped Areas and Other Public Improvements within the District. B. Access to Improved landscaped areas and Other Public Improvements within the District. C. Improved Views within the District. D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements. E. Safety and Security within the District F. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created. In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas:  Proximity  Expanded or improved access  Views The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment: The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values). Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments. Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provided and that other property in general and the public do not share or receive are 100% special benefit. The assessment-funded services upheld by Dahms included streetscape maintenance and security services. SPECIAL BENEFIT The District was formed by a different engineer of record. From the original Engineer’s Report, the primary special benefits on landscaping are as set forth below: 6.3.d Packet Pg. 192 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 14 1. Beautification of the streets which are used by all of the residents in Diamond Bar. 2. A sense of community pride resulting from well-maintained green spaces. 3. The enhancement of the value of property which results from the foregoing benefits. 4. The enhancement of the value of property which results from the foregoing benefits.1 In addition, SCI assessment engineers have identified the following special benefits: PROXIMITY TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and valuable proximity and access to the Improvements that the public at large and property outside the District do not share. In absence of the Assessments, the Improvements would not be provided, and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District. ACCESS TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Since the parcels in the District are nearly the only parcels that enjoy close access to the Improvements, they directly benefit from the unique close access to improved landscaping areas and other public improvements that are provided by the Assessments. This is a direct advantage and special benefit to property in the District. IMPROVED VIEWS WITHIN THE ASSESSMENT DISTRICT The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District. 1 From the Engineer’s Report, Update of Assessment District No. 39, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.d Packet Pg. 193 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 15 EXTENSION OF A PROPERTY’S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE PROXIMITY TO THE IMPROVEMENTS In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely proximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements. SAFETY AND SECURITY WITHIN THE ASSESSMENT DISTRICT The City, through proper installation, maintenance and servicing of permanent public improvements funded by the Assessments in the District, provides increased security and safety by preventing crime and suppressing fire. For parks and recreation Improvements, proper lighting and well-kept landscapes help to deter crime and vandalism. Other landscaped area activities such as slope maintenance and brush clearing provide critical fire suppression. CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL AND COMMERCIAL USE THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN CREATED In most of the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for public improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate “White Paper” reports that the parcels were subject to assessment. Purchase of property was also an “agreement” to pay the Assessment. Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments. GENERAL VERSUS SPECIAL BENEFIT Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to “separate the general benefits from the special benefits conferred on a parcel.” The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section. 6.3.d Packet Pg. 194 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 16 In other words: There is no widely-accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not “particular and distinct” and are not “over and above” benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide “an indirect, derivative advantage” and are not necessarily proximate to the improvements. In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements “over and above” this general, baseline level and the general benefits estimated in this section are over and above the baseline. A formula to estimate the general benefit is listed below: General Benefit = Benefit to Real Property Outside the Assessment District + Benefit to Real Property Inside the Assessment District that is Indirect and Derivative + Benefit to the Public at Large Special benefit, on the other hand, is defined in the state constitution as “a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.” The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it “receives a direct advantage from the improvement (e.g., proximity to a park).” In these Assessments, as noted, properties in the District have close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special and is only minimally received by property outside the Districts or the public at large. Total Benefit = General Benefit + Special Benefit 6.3.d Packet Pg. 195 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 17 BENEFIT FINDING QUANTIFICATION OF GENERAL BENEFIT In this section, the general benefit from landscaping and other types of Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. BENEFIT TO PROPERTY OUTSIDE THE ASSESSMENT DISTRICTS Properties within the District receive almost all of the special benefits from the Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large. However, certain properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group. Since certain properties outside the District enjoy close proximity and access to the Improvements cannot be assessed by the District, this is a form of general benefit to other property. There are eight parcels outside the District that lie within a half mile travel distance of one of mini-parks within the District. In addition, there are 87 parcels outside the District that are directly adjacent to areas where brush clearing activity is performed by the District. The benefits conferred to these properties do not include the Lot Creation benefit factor, therefore the benefit is reduced by half. The general benefit to property outside of the District is calculated as follows. BENEFIT TO PROPERTY INSIDE THE ASSESSMENT DISTRICTS THAT IS INDIRECT AND DERIVATIVE The “indirect and derivative” benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly “over and above” and “particular and distinct” when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District. 87 Parcels Outside District 1,249 Parcels In the District 50%Benefit Factor 87 87 +1,249 x 50% Assumptions: Calculation: General Benefit to Property Ouside the District =3.26% 6.3.d Packet Pg. 196 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 18 Nevertheless, the SVTA vs. SCCOSA decision indicates there may be general benefit “conferred on real property located in the district” A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as regional parks, major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. Approximately 1.51% of the land area in the District is used for such regional purposes, so this is a measure of the general benefits to property within the District. BENEFIT TO THE PUBLIC AT LARGE The general benefit to the public at large can be estimated by the proportionate amount of time that the District’s Improvements are used and enjoyed by individuals who are not residents, employees, customers or property owners in the District. There are two ways in which the public at large can enjoy the improvements, with each counting for half of the general benefit: use of parks, and pass-by trips where landscaped areas can be viewed. In the case of the mini-parks that serve primarily the neighborhood, City staff estimate that approximately 10% of the users do not live, work or own property in the District. The general landscape improvements are typically along slopes and open space areas, out of view of the general public; no general benefit is conferred for views of landscaping. Finally, the general benefits conferred to the public at large does not include the benefit of lot creation, so this benefit is further reduced by half. Therefore, we find that ((50% of 10%) x 50% =) 2.50% of the benefits from the Improvements are general benefits to the public at large. TOTAL GENERAL BENEFITS Using a sum of these three measures of general benefit, we find that approximately 7.27% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment. Although this analysis finds that 7.27% of the assessment may provide general benefits from the Improvements, the Assessment Engineer establishes a requirement for a minimum contribution from sources other than the assessments of 8%. This minimum contribution above the measure of general benefits will serve to provide additional coverage for any other general benefits. Outside the District Inside the District Public At Large Total General Benefit 3.26% 1.51% 2.50% 7.27% Landscaping General Benefit Calculation 6.3.d Packet Pg. 197 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 19 CURRENT GENERAL BENEFIT CONTRIBUTION FROM THE CITY This general benefit cannot be funded from the Assessments; it must be funded from other sources such as the City’s General Fund or other non-District funds. These contributions can also be in the form of in-lieu contributions to the installation and maintenance of the Improvements such as other City assets that support and protect the Improvements. The City of Diamond Bar will contribute both monetary and in-lieu resources to ensure that the general benefits conferred by the proposed Improvements are not funded by the District’s Assessments. A summary and quantification of these other contributions from the City is discussed below: The City of Diamond Bar owns, maintains, rehabilitates and replaces curb and gutter along the border of the District Improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the Improvements. The contribution from the City towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 5%. The City owns and maintains a storm drainage system along the border of the District Improvements. This system serves to prevent flooding and associated damage to the Improvements, and manage urban runoff including local pollutants loading from the Improvements. The contribution from the City towards general benefit from the maintenance, and operation of the local storm drainage system is conservatively estimated to be 5%. The City owns and maintains local public streets along the border of the District Improvements. These public streets provide access to the Improvements for its enjoyment as well as efficient maintenance. The contribution from the City towards general benefit from the maintenance of local public streets is conservatively estimated to be 5%. The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non-assessment funds, this “annuity” can be used to offset general benefit costs and is conservatively estimated to contribute 10%. The total General Benefit is liberally quantified at 8% which is entirely offset by the conservatively quantified total non-assessment contribution towards general benefit described above of 25%. Therefore, no additional General Benefit must be funded by the City. METHOD OF APPORTIONMENT The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer’s Report is included below: 6.3.d Packet Pg. 198 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 20 The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each lot or parcel from the Improvements, namely the maintenance and servicing of public landscaping improvements within such District. The maintenance and servicing of public landscaping improvements installed and constructed in public places in the City of Diamond Bar provides a special benefit which is received by each and every lot or parcel within the District, tending to enhance their value. The primary benefits on landscaping are as set forth below: 1. Beautification of the streets which are used by all of the residents in Diamond Bar. 2. Public parks which can be utilized and enjoyed by all residents within the District. 3. A sense of community pride resulting from well-maintained green spaces. 4. The enhancement of the value of property which results from the foregoing benefits. The existing land use information indicates that all of the parcels within the District are residences. Because the special benefits derived apply equally to all residents and parcels, it has been determined that all assessable parcels would receive the same net assessment.2 ANNUAL ASSESSMENT CALCULATION For fiscal year 2019-20 the amount of Assessments for the District is not increased from the prior year. The assessment per parcel is $236. DURATION OF ASSESSMENT The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the District. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment. 2 From the Engineer’s Report, Update of Assessment District No. 39, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.d Packet Pg. 199 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 21 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Diamond Bar City Manager or his or her designee. Any such appeal is limited to correction of an Assessment during the then-current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Manager or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Manager or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Manager or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Manager or his or her designee shall be referred to the Diamond Bar City Council, and the decision of the City Council shall be final. ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section. 6.3.d Packet Pg. 200 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 22 ASSESSMENT WHEREAS, the City of Diamond Bar directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the City of Diamond Bar City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District. The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2019-20 is generally as follows: TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll. I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report. The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements. Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Los Angeles for the Fiscal Year 2019-20. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County. Salaries & Benefits 21,801$ Operating Expenses & Services 440,662$ Total for Services 462,463$ Less General Fund Contribution (167,699)$ Net Amount to Assessments 294,764$ 6.3.d Packet Pg. 201 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 23 I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2019-20 for each parcel or lot of land within the District. Dated: April 30, 2019 Engineer of Work By Jerry Bradshaw, License No. C48845 6.3.d Packet Pg. 202 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 24 ASSESSMENT DIAGRAM The District boundary and the parcels to be assessed in Landscaping Assessment District No. 39 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Diamond Bar and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Los Angeles, for Fiscal Year 2019-20, and are incorporated herein by reference, and made a part of this Diagram and this Report. 6.3.d Packet Pg. 203 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 25 6.3.d Packet Pg. 204 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 26 ASSESSMENT ROLL An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 21810 Copley Drive, 2nd floor, Diamond Bar, California 91765. Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report. These records shall govern for all details concerning the description of the lots or parcels. 6.3.d Packet Pg. 205 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR TO DECLARE THE CITY’S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR LANDSCAPE DISTRICT NO. 41 AND DIRECT THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING BEFORE THE COUNCIL AT THE JUNE 18, 2019 REGULAR MEETING. WHEREAS, the City of Diamond Bar Assessment District No. 41 (“District”) was created pursuant to Part 2 of Division 15 of the California Streets and Highways Code (§ 22500, et seq.). WHEREAS, SCI Consulting Group, the Engineer of Work, has prepared, filed with the City Clerk and presented to this Council a report relating to said assessment district pursuant to the provisions of the California Streets and Highways Code § 22623. WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar does hereby: Section 1. The Recitals, as set forth in Part A of this Resolution, are in all respects true and correct. Section 2. The above-described report submitted by the Engineer of Work relating to City of Diamond Bar Assessment District No. 41 is hereby approved as filed. Section 3. The Council hereby declares its intention to levy and collect assessments during fiscal year 2019-20 pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, known as the “Landscaping and Lighting Act of 1972, “within that area designated “City of Diamond Bar Assessment District No. 41,” as shown on Exhibit “A-3” attached hereto and incorporated herein by reference. Section 4. A general description of the improvements proposed for the aforementioned district is as follows: The maintenance and servicing of landscaping and any facilities which are appurtenant thereto or which are necessary or convenient for the maintenance and servicing thereof, including but not limited to, repair, removal or replacement, grading, clearing, 6.3.e Packet Pg. 206 2 removal of debris, pruning, fertilization, pest control and weed control, and the installation or construction of appurtenant facilities, including curbs, gutters, walls, sidewalks or paving, or water, irrigation, or electrical facilities. Said maintenance and servicing of the landscaping and installation, maintenance and servicing of related work shall be within the area of Assessment District No. 41 as shown on Exhibit “A-3” as attached hereto and incorporated by reference. The location and type of improvement is shown on Exhibit “A-3.” Section 5. Reference is hereby made to the Engineer’s Report relating to the said assessment district hereinabove approved. Said report is on file with the City Clerk of the City of Diamond Bar and contains a full and detailed description of the improvements, the boundaries of the assessment district and contains the proposed assessments upon assessable lots and parcels of land within City of Diamond Bar Assessment District No. 41 for fiscal year 2019-20. Said proposed assessment per lot is the amount of $220.50, the same amount which was levied in fiscal year 2018-19. Section 6. This Council hereby fixes 6:45 p.m. on June 18, 2019 in the Auditorium located at the AQMD/Government Center, 21865 Copley Drive, Diamond Bar, California, as the time and place for a hearing before this Council on this question of the levy of the proposed assessments on assessable lots with City of Diamond Bar Assessment District No. 41 for fiscal year 2019-20 and hereby gives notice of said hearing. Section 7. The City Council hereby determines and declares that the proposed assessments constitute a continuation of assessments existing on the effective date of Article XIIID of the California Constitution, that the assessments are imposed exclusively to finance the capital costs and maintenance and operation expenses for streets and sidewalks and that the assessment are exempt from the requirements of Article XIIID, Section 4 of the California Constitution. Section 8. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. 6.3.e Packet Pg. 207 3 PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 6.3.e Packet Pg. 208 4 Exhibit A-3 6.3.e Packet Pg. 209 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT FISCAL YEAR 2019-20 APRIL 2019 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972, GOVERNMENT CODE AND ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION ENGINEER OF WORK: SCIConsultingGroup 4745 MANGELS BOULEVARD FAIRFIELD, CALIFORNIA 94534 PHONE 707.430.4300 FAX 707.430.4319 WWW.SCI-CG.COM 6.3.f Packet Pg. 210 (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.f Packet Pg. 211 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE i CITY OF DIAMOND BAR CITY COUNCIL Carol Herrera, Mayor Steve Tye, Mayor Pro Tem Andrew Chou, Councilmember Ruth Low, Councilmember Nancy Lyons, Councilmember CITY MANAGER Dan Fox PUBLIC WORKS DIRECTOR / CITY ENGINEER David Liu CITY ATTORNEY David DeBerry ENGINEER OF WORK Jerry Bradshaw, P.E. SCI Consulting Group 6.3.f Packet Pg. 212 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE ii (THIS PAGE INTENTIONALLY LEFT BLANK) 6.3.f Packet Pg. 213 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iii TABLE OF CONTENTS INTRODUCTION....................................................................................................................... 5 OVERVIEW ...................................................................................................................... 5 ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS .............................................. 5 LEGISLATIVE ANALYSIS .................................................................................................... 6 PLANS & SPECIFICATIONS ...................................................................................................... 9 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET ....................................................... 11 BUDGET FOR FISCAL YEAR 2019-20 ............................................................................... 11 METHOD OF ASSESSMENT APPORTIONMENT .......................................................................... 12 METHOD OF APPORTIONMENT ........................................................................................ 12 DISCUSSION OF BENEFIT ................................................................................................ 12 SPECIAL BENEFIT .......................................................................................................... 13 GENERAL VERSUS SPECIAL BENEFIT .............................................................................. 15 BENEFIT FINDING ........................................................................................................... 17 METHOD OF APPORTIONMENT ........................................................................................ 19 ANNUAL ASSESSMENT CALCULATION .............................................................................. 20 DURATION OF ASSESSMENT ........................................................................................... 20 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY........................................................... 21 ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA ............................. 21 ASSESSMENT ...................................................................................................................... 22 ASSESSMENT DIAGRAM ........................................................................................................ 24 ASSESSMENT ROLL ............................................................................................................. 26 6.3.f Packet Pg. 214 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iv LIST OF TABLES TABLE 1: FY 2019-20 ESTIMATE OF COSTS ........................................................................... 11 TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE .................................................................. 22 6.3.f Packet Pg. 215 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 5 INTRODUCTION OVERVIEW The City of Diamond Bar (the “City”) services and maintains mini-parks, slopes and open space areas and other improvements (“Improvements”) in the Diamond Bar High Country area of the City. In order to fund the maintenance and operation (“Services”) of these projects and improvements, Landscaping Assessment District No. 41 (“District”) was formed in 1985 by the County of Los Angeles prior to the incorporation of the City of Diamond Bar. Upon incorporation in 1989, the City assumed jurisdiction over the District. This Engineer’s Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the 2019-20 assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the “Article”). ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS The assessments have been continued for 30 years. In each subsequent year for which the assessments will be continued, the Diamond Bar City Council (the “Council”) must direct the preparation of an Engineer’s Report, budgets, and proposed assessments for the upcoming fiscal year. After the report is completed, the City Council may preliminarily approve the Engineer’s Report and the continued assessments and establish the date for a public hearing on the continuation of the assessments. Accordingly, this Engineer’s Report (the “Report”) was prepared pursuant to the direction of the City Council. As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District. If the Council approves this Engineer’s Report and the continuation of the Assessments by resolution, a notice of public hearing must be published in a local newspaper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer’s Report and establishing the date for a public hearing is typically used for this notice. Following the minimum 10-day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the Assessments. This hearing is currently scheduled for June 18, 2019. At this hearing, the Council will consider approval of a resolution confirming the continuation of the Assessments for fiscal year 2019-20. If so confirmed and approved, the Assessments would be submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2019-20. 6.3.f Packet Pg. 216 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 6 Beginning in 2015, SCI Consulting Group became the Assessment Engineer for the District. To maintain an accurate reference and legally defensible record of the District, pertinent language used in previous engineer’s reports has been retained herein and is cited in italics as appropriate. LEGISLATIVE ANALYSIS PROPOSITION 218 The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996 and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property. SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431 In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority (“SVTA”). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that:  Benefit assessments are for special, not general, benefit  The services and/or improvements funded by assessments must be clearly defined  Special benefits are directly received by and provide a direct advantage to property in the Improvement District  The assessment paid by property should be proportional to the special benefits it receives from the Improvements This Engineer’s Report and the process used to establish the continuation of the assessments for fiscal year 2019-20 are consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution based on the following factors: 1. The District is drawn to include the entire City; although only parcels deriving special benefits are included in the assessment rolls. Thus, zones of benefit are not required, and the assessment revenue derived from real property in the District is expended only on the Improvements in the District. 2. The Improvements which are constructed and maintained with assessment proceeds in the District are located in close proximity to the real property subject to the assessment. The Improvements provide landscaping and other services to the residents of such assessed property. The proximity of the Improvements to the assessed parcels provides 6.3.f Packet Pg. 217 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 7 a special benefit to the parcel being assessed pursuant to the factors outlined by the Supreme Court in that decision. 3. Due to their proximity to the assessed parcels, the Improvements financed with assessment revenues in the District benefit the properties in that District in a manner different in kind from the benefit that other parcels of real property in the City derive from such Improvements, and the benefits conferred on such property in the District are more extensive than a general increase in property values. 4. The assessments paid in the District are proportional to the special benefit that each parcel within that Assessment District receives from the Improvements because: a. The specific landscaping Improvements and maintenance and utility costs thereof in the District are specified in this Report; and b. Such Improvement and maintenance costs in the District are allocated among different types of property located within the District, and equally among those properties which have similar characteristics, such as single-family residential parcels, multi-family residential parcels, commercial parcels, industrial parcels, etc. DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 In Dahms v. Downtown Pomona Property (“Dahms”) the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties. BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 Bonander v. Town of Tiburon (“Bonander”), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub-areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits. BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 Steven Beutz v. County of Riverside (“Beutz”) the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits. 6.3.f Packet Pg. 218 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 8 GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (2011) 199 CAL. APP. 4TH 416 On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels. COMPLIANCE WITH CURRENT LAW This Engineer’s Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property. This Engineer’s Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the Assessments. The Engineer’s Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties. 6.3.f Packet Pg. 219 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 9 PLANS & SPECIFICATIONS The City maintains landscaping and other improvements in locations within the District’s boundaries. The work and improvements to be undertaken by Landscaping Assessment District No. 41, (“District”), and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972 (the “Act”), the work and improvements are generally described as mini-parks, slopes and open space areas within the District. The Assessment Diagram shows the location and extent of the Improvements to be installed, maintained or serviced by the proceeds from this Assessment District. Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, sidewalks, lighting, fencing, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, at each of the locations owned, operated or maintained by the District. As applied herein, “Installation” means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage, lights, playground equipment, play courts, playing fields, recreational facilities and public restrooms. “Maintenance” means the 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, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. “Servicing” means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant 6.3.f Packet Pg. 220 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 10 to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526). Modifications to the District structure could include, but are not limited to, substantial changes or expansion of the Improvements provided, substantial changes in the service provided, modifications or restructuring of the District including annexation or detachment of specific parcels, revisions in the method of apportionment, or proposed new or increased assessments. The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses. 6.3.f Packet Pg. 221 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 11 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET BUDGET FOR FISCAL YEAR 2019-20 The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings. An estimate of District costs for fiscal year 2019-20 for the maintenance and servicing of the Improvements is provided below. TABLE 1: FY 2019-20 ESTIMATE OF COSTS A. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund or would be used to reduce future years' assessments. Expenditure Item Salaries & Benefits 21,801$ Operating Expenses Advertising 5,000$ Utilities 74,694$ Maintenance of Grounds/Buildings 20,000$ Professional Services 5,500$ Contract Services Trails Maintenance 68,076$ Tree Maintenance 71,000$ Weed/Pest Abatement 54,218$ Estimated Expenditures 320,289$ Revenue Item Direct Benefit Assessments 122,157$ General Fund Contribution 198,132$ Estimated Revenues 320,289$ Budget Allocation to Parcels Total Assessment BudgetA 122,157$ Total Assessable Parcels 554$ Assessment per Parcel 220.50$ 6.3.f Packet Pg. 222 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 12 METHOD OF ASSESSMENT APPORTIONMENT METHOD OF APPORTIONMENT This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the District. The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based upon the relative special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The Assessment is apportioned to lots and parcels in proportion to the relative special benefit from the Improvements. The apportionment of special benefit is a two-step process: the first step is to identify the types of special benefit arising from the Improvements and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property. DISCUSSION OF BENEFIT In summary, the Assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 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." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment: "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows: 6.3.f Packet Pg. 223 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 13 A. Proximity to Improved Landscaped Areas and Other Public Improvements within the District. B. Access to Improved landscaped areas and Other Public Improvements within the District. C. Improved Views within the District. D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements. E. Safety and Security within the District F. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created. In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas:  Proximity  Expanded or improved access  Views The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment: The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values). Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments. Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provided and that other property in general and the public do not share or receive are 100% special benefit. The assessment-funded services upheld by Dahms included streetscape maintenance and security services. SPECIAL BENEFIT The District was formed by a different engineer of record. From the original Engineer’s Report, the primary special benefits on landscaping are as set forth below: 6.3.f Packet Pg. 224 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 14 1. Beautification of the streets which are used by all the residents in Diamond Bar. 2. A sense of community pride resulting from well-maintained green spaces. 3. The enhancement of the value of property which results from the foregoing benefits. 4. The enhancement of the value of property which results from the foregoing benefits.1 In addition, SCI assessment engineers have identified the following special benefits: PROXIMITY TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and valuable proximity and access to the Improvements that the public at large and property outside the District do not share. In absence of the Assessments, the Improvements would not be provided, and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District. ACCESS TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Since the parcels in the District are nearly the only parcels that enjoy close access to the Improvements, they directly benefit from the unique close access to improved landscaping areas and other public improvements that are provided by the Assessments. This is a direct advantage and special benefit to property in the District. IMPROVED VIEWS WITHIN THE ASSESSMENT DISTRICT The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District. 1 From the Engineer’s Report, Update of Assessment District No. 41, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.f Packet Pg. 225 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 15 EXTENSION OF A PROPERTY’S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE PROXIMITY TO THE IMPROVEMENTS In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely proximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements. SAFETY AND SECURITY WITHIN THE ASSESSMENT DISTRICT The City, through proper installation, maintenance and servicing of permanent public improvements funded by the Assessments in the District, provides increased security and safety by preventing crime and suppressing fire. For parks and recreation Improvements, proper lighting and well-kept landscapes help to deter crime and vandalism. Other landscaped area activities such as slope maintenance and brush clearing provide critical fire suppression. CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL AND COMMERCIAL USE THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN CREATED In most of the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for public improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate “White Paper” reports that the parcels were subject to assessment. Purchase of property was also an “agreement” to pay the Assessment. Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments. GENERAL VERSUS SPECIAL BENEFIT Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to “separate the general benefits from the special benefits conferred on a parcel.” The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section. 6.3.f Packet Pg. 226 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 16 In other words: There is no widely-accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not “particular and distinct” and are not “over and above” benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide “an indirect, derivative advantage” and are not necessarily proximate to the improvements. In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements “over and above” this general, baseline level and the general benefits estimated in this section are over and above the baseline. A formula to estimate the general benefit is listed below: General Benefit = Benefit to Real Property Outside the Assessment District + Benefit to Real Property Inside the Assessment District that is Indirect and Derivative + Benefit to the Public at Large Special benefit, on the other hand, is defined in the state constitution as “a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.” The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it “receives a direct advantage from the improvement (e.g., proximity to a park).” In these Assessments, as noted, properties in the District have close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special and is only minimally received by property outside the Districts or the public at large. Total Benefit = General Benefit + Special Benefit 6.3.f Packet Pg. 227 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 17 BENEFIT FINDING QUANTIFICATION OF GENERAL BENEFIT In this section, the general benefit from landscaping and other types of Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. BENEFIT TO PROPERTY OUTSIDE THE ASSESSMENT DISTRICTS Properties within the District receive almost all of the special benefits from the Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large. However, certain properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group. Since certain properties outside the District enjoy close proximity and access to the Improvements cannot be assessed by the District, this is a form of general benefit to other property. There are 23 parcels outside the District that are directly adjacent to areas where slopes are maintained by the District. The benefits conferred to these properties do not include the Lot Creation benefit factor, therefore the benefit is reduced by half. The general benefit to property outside of the District is calculated as follows. 23 Parcels Outside District 554 Parcels In the District 50%Benefit Factor 23 23 +554 Assumptions: Calculation: General Benefit to Property Ouside the District x 50%=1.99% BENEFIT TO PROPERTY INSIDE THE ASSESSMENT DISTRICTS THAT IS INDIRECT AND DERIVATIVE The “indirect and derivative” benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly “over and above” and “particular and distinct” when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District. 6.3.f Packet Pg. 228 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 18 Nevertheless, the SVTA vs. SCCOSA decision indicates there may be general benefit “conferred on real property located in the district” A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as regional parks, major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. The District boundaries are narrowly drawn to include only the residential areas within the neighborhood, and there are no regional facilities within the District. Therefore, the indirect and derivative general benefits to property within the District are zero. BENEFIT TO THE PUBLIC AT LARGE The general benefit to the public at large can be estimated by the proportionate amount of time that the District’s Improvements are used and enjoyed by individuals who are not residents, employees, customers or property owners in the District. It should be noted that these Improvements do not attract the public at large in the same was as park improvements, and they confer far less benefit to the public at large than do similar park improvements. In essence, the public does not visit an area to enjoy slope improvements in the same way as they may visit a park. However, certain slopes maintained by the District may provide some enhancement to views enjoyed by the public as they drive past. Approximately 25% of the slopes and linear green areas maintained by the District lie along arterial roadways that carry a high percentage of traffic not associated with people who are not residents or property owners within the District. While there are not statistics available as to what percentage of pass-by vehicle trips are by non-residents or non-property owners, a liberal factor of 90% is assumed. Finally, of all the types of benefits conferred by the Improvements, passersby only benefit from views, which are estimated at 10% of the total benefits. Therefore, we find that ((90% of 25%) x 10% =) 2.25% of the benefits from the Improvements are general benefits to the public at large. TOTAL GENERAL BENEFITS Using a sum of these three measures of general benefit, we find that approximately of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment. Outside the District Inside the District Public At Large Total General Benefit Landscaping General Benefit Calculation 1.99% 0.00% 2.25% 4.24% Although this analysis finds that 4.24% of the assessment may provide general benefits from the Improvements, the Assessment Engineer establishes a requirement for a minimum contribution from sources other than the assessments of 5%. This minimum contribution 6.3.f Packet Pg. 229 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 19 above the measure of general benefits will serve to provide additional coverage for any other general benefits. CURRENT GENERAL BENEFIT CONTRIBUTION FROM THE CITY This general benefit cannot be funded from the Assessments; it must be funded from other sources such as the City’s General Fund or other non-District funds. These contributions can also be in the form of in-lieu contributions to the installation and maintenance of the Improvements such as other City assets that support and protect the Improvements. The City of Diamond Bar will contribute both monetary and in-lieu resources to ensure that the general benefits conferred by the proposed Improvements are not funded by the District’s Assessments. A summary and quantification of these other contributions from the City is discussed below: The City of Diamond Bar owns, maintains, rehabilitates and replaces curb and gutter along the border of the District Improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the Improvements. The contribution from the City towards general benefit from the maintenance, rehabilitation, and replacement of the curb and gutter is conservatively estimated to be 5%. The City owns and maintains a storm drainage system along the border of the District Improvements. This system serves to prevent flooding and associated damage to the Improvements, and manage urban runoff including local pollutants loading from the Improvements. The contribution from the City towards general benefit from the maintenance, and operation of the local storm drainage system is conservatively estimated to be 5%. The City owns and maintains local public streets along the border of the District Improvements. These public streets provide access to the Improvements for its enjoyment as well as efficient maintenance. The contribution from the City towards general benefit from the maintenance of local public streets is conservatively estimated to be 5%. The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non-assessment funds, this “annuity” can be used to offset general benefit costs and is conservatively estimated to contribute 10%. The total General Benefit is liberally quantified at 8% which is entirely offset by the conservatively quantified total non-assessment contribution towards general benefit described above of 25%. Therefore, no additional General Benefit must be funded by the City. METHOD OF APPORTIONMENT The development of an Assessment methodology requires apportioning to determine the relative special benefit for each property. As the District was formed by a different engineer of record, the precise language from the most recent Engineer’s Report is included below: 6.3.f Packet Pg. 230 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 20 The net amount to be assessed upon lands within the District in accordance with this report is apportioned by a formula and method which fairly distributes the amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each lot or parcel from the Improvements, namely the maintenance and servicing of public landscaping improvements within such District. The maintenance and servicing of public landscaping improvements installed and constructed in public places in the City of Diamond Bar provides a special benefit which is received by each and every lot or parcel within the District, tending to enhance their value. The primary benefits on landscaping are as set forth below: 1. Beautification of the streets which are used by all the residents in Diamond Bar. 2. Public parks which can be utilized and enjoyed by all residents within the District. 3. A sense of community pride resulting from well-maintained green spaces. 4. The enhancement of the value of property which results from the foregoing benefits. The existing land use information indicates that all of the parcels within the District are residences. Because the special benefits derived apply equally to all residents and parcels, it has been determined that all assessable parcels would receive the same net assessment.2 ANNUAL ASSESSMENT CALCULATION For fiscal year 2019-20 the amount of Assessments for the District is not increased from prior years. The assessment per parcel is $220.50. DURATION OF ASSESSMENT The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the District. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment. 2 From the Engineer’s Report, Update of Assessment District No. 41, Fiscal Year 2014-15, City of Diamond Bar, dated June 3, 2014 6.3.f Packet Pg. 231 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 21 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Diamond Bar City Manager or his or her designee. Any such appeal is limited to correction of an Assessment during the then-current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Manager or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Manager or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Manager or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Manager or his or her designee shall be referred to the Diamond Bar City Council, and the decision of the City Council shall be final. ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section. 6.3.f Packet Pg. 232 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 22 ASSESSMENT WHEREAS, the City of Diamond Bar directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the City of Diamond Bar City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District. The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2019-20 is generally as follows: TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll. I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report. The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements. Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Los Angeles for the Fiscal Year 2019-20. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County. Salaries & Benefits 21,801$ Operating Expenses & Services 298,488$ Total for Services 320,289$ Less General Fund Contribution (198,132)$ Net Amount to Assessments 122,157$ 6.3.f Packet Pg. 233 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 23 I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2019-20 for each parcel or lot of land within the District. Dated: April 30, 2019 Engineer of Work By Jerry Bradshaw, License No. C48845 6.3.f Packet Pg. 234 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 24 ASSESSMENT DIAGRAM The District boundary and the parcels to be assessed in Landscaping Assessment District No. 39 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Diamond Bar and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Los Angeles, for Fiscal Year 2019-20, and are incorporated herein by reference, and made a part of this Diagram and this Report. 6.3.f Packet Pg. 235 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 25 6.3.f Packet Pg. 236 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 26 ASSESSMENT ROLL An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 21810 Copley Drive, 2nd floor, Diamond Bar, California 91765. Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report. These records shall govern for all details concerning the description of the lots or parcels. 6.3.f Packet Pg. 237 Agenda #: 8.1 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: PROPOSITION 218 ASSESSMENT BALLOT PROCEEDING PROCEDURES TO REPLACE EXISTING DISTRICT NOS. 39 AND 41 STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Adopt Resolution No. 2019-XX adopting Proposition 218 assessment ballot proceeding procedures. FINANCIAL IMPACT: This action carries no financial impact. BACKGROUND: The City Council has initiated two concurrent assessment district ballot proceedings to replace existing District Nos. 39 and 41. Proposition 218, adopted by California voters in 1996, imposes certain procedural and substantive requirements related to assessments, and allows municipalities to adopt specific ballot proc edures. The Resolution would establish and memorialize the specific procedures for this process. LEGAL REVIEW: City Attorney has reviewed and approved as to form. PREPARED BY: 8.1 Packet Pg. 238 Attachments: 1. 8.1.a Resolution - Prop 218 Procedures 8.1 Packet Pg. 239 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR ADOPTING PROPOSITION 218 ASSESSMENT BALLOT PROCEEDING PROCEDURES WHEREAS, the City of Diamond Bar has adopted Resolution Nos. 2019-12 and 2019-13 initiating proceedings for two new landscape assessment districts (Nos. 39-2019 and 41-2019). WHEREAS, Proposition 218 was adopted on November 6, 1996 adding Articles XIIIC and XIIID to the California Constitution, which impose certain procedural and substantive requirements relating to assessments (as defined). WHEREAS, the City believes it to be in the best interests of the City and its property owners to confirm and memorialize the City’s procedures and guidelines regarding implementation of the provisions of Proposition 218 and pertinent statutes relating to assessments. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. The above Recitals are in all respects true and correct. Section 2. Statement of Legislative Intent: In adopting this resolution, it is the City Council’s intent to adopt assessment ballot proceedings, which are consistent and in compliance with Articles XIIIC and XIIID of the California Constitution and with Government Code §§ 53750 through 53754. It is not the intent of the City Council to vary in any way from the requirements of either the California Constitution or the laws of the State of California. If there is any inconsistency of each between a provision of this resolution and state law, state law will govern. Section 3. Definition of Assessment: Proposition 218 defines “assessment” as “any levy or charge by an agency upon real property that is based upon the special benefit conferred upon the real property by a public improvement or services, that is imposed to pay the capital cost of the public improvement, the maintenance and operation expenses of the public improvement or the cost of the service being provided.” “Assessment” includes, but is not limited to, “special assessment,” “benefit assessment,” “maintenance assessment,” and “special assessment tax.” 8.1.a Packet Pg. 240 2 Section 4. Assessment Ballot Proceeding: The following procedures shall be used in an assessment ballot proceeding that follows the requirements of California Constitution, Article XIIID, § 4: A. Amount of Assessment: Only special benefits are assessable. The amount of assessment shall be each identified parcel’s proportionate share of the cost of the landscape maintenance services based upon that parcel’s special benefit from the services provided. The amount shall be proportional to, and no greater than, the special benefits conferred on the property. B. Engineer’s Report: The City Council shall direct the filing of an engineer’s report that shall comply with the applicable state statute(s) authorizing the assessment and with California Constitution, Article XIIID, § 4. The engineer’s report shall explain the special benefits conferred by the improvements and/or services funded by the assessments. The engineer’s report shall also provide the evidence upon which the City Council may find that a special benefit exists. If the improvement or service confers a general benefit, the engineer’s report shall describe the general benefit and an alternative funding source for any general benefits. The engineer’s report shall be prepared by a registered professional engineer certified by the State of California, (“Assessment Engineer”). The cost of preparing the engineer’s report shall be included as a cost of the assessment. C. Notice: The following guidelines shall apply to giving notice of an assessment: (1). The record owner(s) of each parcel to be assessed shall be determined from the last equalized property tax roll. If the property tax roll indicates more than one owner, each owner shall receive notice. Only property owners shall receive notice; (2). The notice shall be sent at least forty-five (45) days prior to the date set for the public hearing on the assessment; (3). The notice provided by this section shall contain the following information: (a). The total amount to be assessed for the entire assessment district; (b). The amount to be assessed to the owner’s particular parcel; 8.1.a Packet Pg. 241 3 (c). The duration of the payments; (d). The reason for the assessment; (e). The basis upon which the amount of the proposed assessment was calculated; (f). The date, time and location of the public hearing on the proposed assessment; (g). A summary of the procedures for the completion, return and tabulation of the assessment ballots; (h). A disclosure statement that the existence of a majority protest will result in the assessment not being imposed; and (i). A ballot to be completed by the owner, as further described in paragraph IV, D of this resolution. (4). The notice provided by this section and in accordance with California Code §§ 53753(b) and (c) shall supersede and be in lieu of any other statutes requiring notice to levy or increase an assessment, including but not limited to the notice required by the state statute authorizing the assessment and California Government Code § 54954.6; (5). Failure of any person to receive notice shall not invalidate the proceedings; (6). The cost of providing notice shall be included as a cost of the assessment. D. Assessment Ballot: The following guidelines shall apply to the assessment ballot: (1). The ballot required by Article XIIID, § 4(d), of the California Constitution shall be mailed to all property owners of record subject to the proposed assessment at least forty-five (45) days prior to the date of the public hearing on the proposed assessment. Said ballot shall comply with the requirements of California Government Code §§ 53753(b) and (c). The ballot shall be designed in such a way that, once sealed, its contents are concealed. (2). All ballots must be returned either by mail or by hand delivery; not later than the date for return of ballots stated on the notice and ballot described in this section. Mailed ballots must be returned to 8.1.a Packet Pg. 242 4 City of Diamond Bar, City Clerk, P.O. Box 5679, Diamond Bar, CA 91765, or, if delivered at the time and location of the public hearing, to be held at the SCAQMD Auditorium, located at 21865 Copley Drive, Diamond Bar, CA, and handed to the City Clerk. Ballots must be returned either by mail or by hand delivery prior to the conclusion of the public input portion of the public hearing. The City Clerk shall tabulate the ballots (“Tabulator”) at a time and location which will be accessible to the public. (3). Each ballot must be signed under penalty of perjury. In the event that more than one (1) of the record owners of a parcel submits an assessment ballot, the amount of the proposed assessment to be imposed upon the parcel shall be allocated to each ballot submitted in proportion to the respective record ownership interests or, if the ownership interests are not shown on the record, as established to the satisfaction of the City Council or Assessment Engineer by documentation provided by the record owners. If two (2) or more persons own a parcel subject to the assessment, any one (1) owner may cast an assessment ballot for all owners. (4). If a parcel has multiple owners, any owner m ay request a proportional assessment ballot. If the ownership interest of the owner is not shown on the last equalized secured property tax assessment roll, such request must include evidence, satisfactory to the City, of the owner's proportional rights in the parcel. The Assessment Engineer will provide the proportional ballot to the owner at the address shown on the assessment roll. Any request for a ballot to be mailed to another location must include evidence, satisfactory to the City, of the identity of the person requesting the ballot. Each proportional ballot will be marked to identify it as a proportional ballot and to indicate the owner’s proportional rights in the parcel. The Assessment Engineer shall keep a record of each proportional ballot provided to an owner. (5). The City will only accept official ballots mailed or otherwise provided to owners by the Assessment Engineer. (6). If an assessment ballot is lost, withdrawn, destroyed or never received, the Assessment Engineer will mail or otherwise provide a replacement ballot to the owner upon receipt of a request delivered to the City or the Assessment Engineer. The replacement ballot will be marked to identify it as a replacement ballot or a replacement proportional ballot. Any request for a replacement or replacement proportional ballot to be mailed to another location must include evidence, satisfactory to the City or the Assessment Engineer, of the identity of the person requesting the ballot. The same procedure 8.1.a Packet Pg. 243 5 applies to replacement ballots or replacement proportional ballots, which are lost, withdrawn, destroyed, or never received. (7). If an assessment ballot is returned by the United States Post Office as undeliverable, the Assessment Engineer may mail a redelivered ballot to the current property owner, if updated ownership or owner mailing address can be determined. The redelivered ballot will be marked to identify it as a redelivered ballot. (8). An assessment ballot proceeding is not an election or voting for purposes of Article II of the California Constitution or of the Elections Code. (9). An assessment ballot is a disclosable “public record” as that phrase is defined by California Government Code § 6252 during and after tabulation of the ballots. (10). The California Government Code requires that assessment ballots be signed by property owners. However, property owner names and corresponding votes will remain strictly confidential, except as necessary to count the votes or as disclosure is required by California law. (11). To complete an assessment ballot, the owner of the parcel or his or her authorized representative must (1) mark the appropriate box (or circle) supporting or opposing the proposed assessment, and (2) sign, under penalty of perjury, the statement on the ballot that the person completing the ballot is the owner of the parcel or the owner’s authorized representative. Only one (1) box (or circle) may be stamped or marked on each ballot. All incomplete or improperly marked ballots shall be disqualified from balloting. The Tabulator will retain all such invalid ballots. (12). After returning an assessment ballot to the City, or the Tabulat or on behalf of the City, the person who signed the ballot may withdraw the ballot by submitting a written statement to the City directing the City to withdraw the ballot. Such statement must be received by the City or the Tabulator prior to the close of the public input portion of the public hearing on the proposed assessment. When ballots for the assessment are tabulated, the Tabulator will segregate withdrawn ballots from all other returned ballots. The Tabulator will retain all withdrawn ballots and will indicate on the face of such withdrawn ballots that they have been withdrawn. (13). In order to change the contents of a ballot that has been submitted, the person who has signed that ballot may (1) request that 8.1.a Packet Pg. 244 6 such ballot be withdrawn, (2) request that a replacement ballot be issued, and (3) return the replacement ballot fully completed. Each of these steps must be completed according to the procedures set forth above. E. Tabulating Ballots: The following guidelines shall apply to tabulating assessment ballots: (1). Assessment ballots shall remain sealed until tabulation commences. (2). The City Clerk shall oversee and direct the tabulation of the assessment ballots. The Tabulator shall follow the rules and procedures of the laws of the State of California, this Resolution and any other rules and procedures of the City Council. If the Tabulator needs clarification, then he or she shall inquire of the City Council, which is the final arbiter. All ballots shall be accepted as valid except those in the following categories: (a). A photocopy of a ballot, a letter or other form of a ballot that is not an official ballot provided by the City or the Assessment Engineer on behalf of the City; (b). An unsigned ballot, or ballot signed by an unauthorized individual; (c). A ballot which lacks an identifiable mark in the box for a “yes” or “no” vote or with more than one (1) box marked, will not be counted; (d). A ballot which appears tampered with or otherwise invalid based upon its appearance or method of delivery or other circumstances; (e). A ballot for which the barcode representing the parcel number is damaged or obstructed, unless the parcel number or property ownership information is legible and allows the Tabulator to clearly determine the property(s) identified on the ballot. (f). A ballot received after the close of the balloting time period. (3). The Tabulator’s decision, after consultation with the City Council’s legal counsel, that a ballot is invalid shall be final and ma y not be appealed to the City Council. 8.1.a Packet Pg. 245 7 (4). If more than one (1) of the record owners of a parcel submits an assessment ballot, the amount of the proposed assessment to be imposed upon the parcel shall be allocated to each ballot in proportion to the respective record ownership interests, as shown on the record or as established to the City’s satisfaction by documentation provided by the record owners. (5). In the event of a dispute regarding whether the signer of a ballot is the owner of the parcel to which the ballot applies, the City Council will make such determination from the official County Assessor records and any evidence of ownership submitted to the City Council prior to the conclusion of the public hearing. The City Council shall be under no duty to obtain or consider any other evidence as to ownership of property and its determination of ownership will be final and conclusive. (6). In the event of a dispute regarding whether the signer of a ballot is an authorized representative of the owner of the parcel, the City Council may rely on the statement on the ballot signed under penalty of perjury that the person completing the ballot is the owner’s authorized representative and any evidence submitted to the City Council prior to the conclusion of the public hearing. The City Council will be under no duty to obtain or consider any other evidence as to whether the signer of the ballot is an authorized representative of the owner and its determination will be final and conclusive. (7). A property owner who has submitted an assessment ballot may withdraw the ballot and submit a new or changed ballot up until the conclusion of the public input portion of the public hearing on the assessment. Assessment ballots may be withdrawn and newer changed ballots submitted up until the conclusion of the public input portion of the public hearing on the assessment. (8). A property owner’s failure to receive an assessment ballot shall not invalidate the proceedings conducted under this section and California Constitution Article XIIID, § 4. (9). The City shall retain all ballots for a period of two (2) years from the date of the public hearing. F. Public Hearing. (1). At the public hearing, the City Council shall hear and consider all public testimony, objections and protests regarding the proposed 8.1.a Packet Pg. 246 8 assessment and accept ballots until the close of the public input portion of the public hearing. (2). Reasonable time limits may be imposed on both the length of the entire hearing and the length of each speaker’s testimony. (3). At the conclusion of the public input portion of the hearing, but prior to the conclusion of the public hearing, the Tabulato r shall begin tabulation of the ballots at the direction of the City Council, including those received during the public hearing. (4). If it is not possible to tabulate the ballots on the day of the public hearing, or if additional time is necessary for public testimony, the City Council may continue the public hearing from time to time in order to receive additional testimony, information, or to finish tabulating the ballots. (5). If, according to the final tabulation of the ballots, ballots submitted against the assessment exceed the ballots submitted in favor of the assessment, weighted according to the proportional financial obligation of the affected property, a “majority protest” exists and the City Council shall not impose the assessment. Section 5. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor 8.1.a Packet Pg. 247 9 I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 8.1.a Packet Pg. 248 Agenda #: 8.2 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 TO REPLACE EXISTING DISTRICT NO. 41. STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: Adopt Resolution No. 2019-XX declaring intention to form Landscape Assessment District No. 41-3019, preliminarily approving the Engineer’s Report, providing notice of public hearing and mailing of the ballot. FINANCIAL SUMMARY: Assessment District No. 41 was formed in 1985 (prior to incorporation of the City of Diamond Bar), and assessment rates have not increased since that time. However, costs to maintain the landscaping in the district has increased significantly over the past three decades resulting in an operating deficit in the district since FY 11/12. Annually, the operating deficits have been subsidized by the City’s General Fund. Forming a new district with self-supporting assessments will relieve the General Fund of this burden. As shown in the attached Engineer’s Report, costs are annualized at $281,703 (FY 19/20). Revenues from the current assessment rate of $220.50 per parcel are $127,157, causing the City’s General Fund to subsidize this District in the amount of $154,546. This shortfall is projected to increase in coming years. If approved by the property owners, the new assessments ranging from $461.00 to $501.09 per parcel would generate revenues of $271,389, which would be supplemented by $10,314 of General Fund for the requisite general benefit portion of the new Assessment District. BACKGROUND/DISCUSSION: Assessment District No. 41 was created in 1985 upon the request of developer William Lyon Company to pay for the maintenance and upkeep of certain landscape and open space areas in the neighborhood. At that time before the 1989 incorporation of the City of Diamond Bar, the County of Los Angeles formed the District and provided 8.2 Packet Pg. 249 maintenance and administration. Upon incorporation in 1989, the City of Diamond Bar took possession of the District (the improvements as well as the annual assessment responsibilities), although the County was contracted to perform the actual maintenance for a period of time after that. Assessment Districts were structured to be self- supporting, and the County, then the City, had full authority to set assessments at levels sufficient to raise the required revenues in subsequent years. In 1996 California voters approved Proposition 218, which changed the legal requirements of increasing assessments such as these. From that year forward any increase in assessments would need to be approved by a vote of the property owners within the District. This new requirement effectively froze assessment levels for most assessments across the State, including District No. 41. For a few years, cost increases were modest and fiscal reserves were sufficient to fund maintenance activities. Once the reserves were depleted, the City’s General Fund was utilized to cover the shortfalls in the District. The continuing operational deficit for the District is an unintended burden on the City’s General Fund. The most straightforward remedy is to increase assessments for the District to levels adequate to cover costs. Other options include scaling back landscape services to fit within available revenues or dissolving the District and ceasing all services. In the former case, it is anticipated that residents in the area would see noticeable declines in the health and appearance of the landscaped areas. In the latter case, several complications would arise including identifying who would inherit the maintenance responsibilities (abutting property owners, homeowners’ associations, or the City) and to what level they would perform that work. In a study session on March 19, the City Council considered the details of these options for the District and decided to pursue the option of increasing assessments to fund current levels of service through a ballot proceeding. On April 16, 2019, the City Council adopted Resolution 2019-13 initiating Proposition 218 proceedings and approved a contract amendment with the City’s assessment firm, SCI Consulting Group, to draft an Engineer’s Report and assist the City in the Proposition 218 procedures and neighborhood outreach. ENGINEER’S REPORT AND ASSESSMENT RATES: The draft Engineer’s Report is now complete and filed with the City for approval. The Report has estimated the annualized cost to perform the required services to be $281,703 in FY 19/20 dollars. The proposed District No. 41-2019 is essentially the same as the existing District No. 41 (same boundaries and services), but the methodology for determining the assessment rates is slightly different than was used in the original 1985 District. The primary differences are that t he General Benefit must be quantified in more specific terms, and additional scrutiny must be given to differing levels of benefit for the various types of properties in the District. District No. 41-2019 is made up two types of homes: single-family and condominium homes. Based on occupancy differences applied to various categories of benefits, the Assessment Engineer has determined that condominiums should pay 92% of the rate of 8.2 Packet Pg. 250 single-family homes. The resultant assessment rates are $501.09 and $461.00, respectively. One other significant difference brought about by Proposition 218 is that public -owned properties are no longer exempt from assessments unless it can be demonstrated that they receive no benefit from the improvements. In District No. 41 -2019 there is one public-owned property: the Walnut Valley Water District tank site. The Engineer’s Report determined that this site, as well as the privately-owned open space, receive no benefit from the improvements and will not be assessed. The final item stemming from Proposition 218 is General Benefit, which is the amount of benefit received by properties outside the District or by the public at large and is typically expressed in terms of a percentage of overall benefit. For District No. 41 -2019, the Engineer’s Report determined the General Benefit to be 3.84%. Proposition 218 does not allow that portion of costs to be included in the assessments, and it must be paid from other sources. The most common source payment for City -managed districts like this is the General Fund. In summary, the Report identifies $10,314 in General Benefit to be paid by the City’s General Fund for FY 19/20. Procedure The task of increasing the assessment levels requires a ballot proceeding where the property owners would need to approve the increase. The procedure is laid out in Division 15, Part 2 of the California Streets and Highways Code as well as Section 53750 - 53754 of the Government Code (Proposition 218). It requires three steps: (1) adopt a resolution to initiate the proceedings and direct preparation of the Engineer’s Report (completed on April 16, 2019), (2) adopt a resolution approving an Engineer’s Report (which establishes assessment rates) and setting the date for a public hearing (tonight’s action), and (3) conducting the public hearing at which time ballots will be tabulated and the outcome of the balloting proceeding will be known. The ballots, along with a formal notice, will be mailed to each property owner after the second resolution is adopted and at least 45 days prior to the public hearing. The ballots can be returned any time up to the close of the hearing. The dates for the key steps are as follows (with Council actions in bold): Key Task Dates Resolution 1 – Initiate Process; Award SCI Contract (completed April 16) Mail Notice of Neighborhood Meetings (completed May 1) Conduct Two Neighborhood Meetings (completed May 13) Resolution 2 – Approve ER, set hearing date, authorize ballots May 21 (tonight) Mail ballot packets May 31 Respond to inquiries, ballot requests June 3 – July 16 Resolution 3 – Conduct hearing, tabulate ballots, order levies (if approved) July 16 In accordance with the statutes, these proceedings are voted on by property owners (instead of registered voters). In addition, votes are weighted by the amount of the proposed assessment. For example, a property owner being assessed $501.09 has 8.2 Packet Pg. 251 slightly more voting power as an owner being assessed $461.00. This new assessment district is being structured to replace the existing district No. 41. Since the results of the ballot proceeding will not be known until July 16, the annual renewal processes for the existing district will continue so that it can be assessed in the event that the new district is not approved by the p roperty owners. Community Outreach In addition to the required procedures, the City held two community meetings for the District to inform affected property owners of the issues and proposed actions and to listen to their feedback. The meetings were held on Monday, May 13, 2019 (one at 6:30 and a second one at 7:30 pm) at Heritage Park. Letters were sent to all property owners informing them of the proposed actions and inviting them to the meetings. Approximately 40-50 residents were in attendance. The presentation portion of the agenda included District Background and Overview, Types of Landscape Maintenance Work, District Funding Needs and Options, and Mail-in Ballot Process. In addition, City staff and the Consultant answered questions during the Q&A session. LEGAL REVIEW: City Attorney has reviewed and approved as to form. PREPARED BY: Attachments: 1. 8.2.a Resolution No. 2019-XX for District No. 41-2019 2. 8.2.b Exhibit A - Boundary and Work Areas of District No. 41-2019 3. 8.2.c Engineer's Report for District No. 41-2019 8.2 Packet Pg. 252 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR DECLARING INTENTION TO FORM LANDSCAPE ASSESSMENT DISTRICT NO. 41-2019 AND LEVY ASSESSMENTS, PRELIMINARILY APPROVING THE ENGINEER’S REPORT, PROVIDING NOTICE OF PUBLIC HEARING AND THE MAILING OF THE ASSESSMENT BALLOT WHEREAS, by Resolution No. 2019-13, approved on April 16, 2019, the City Council ordered the initiation of proceedings for the formation of Landscape Assessment District No. 41-2019 pursuant to the Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the California Streets and Highways Code (commencing with § 22500 thereof) (“Act”). WHEREAS, Proposition 218 was adopted on November 6, 1996 adding Articles XIIIC and XIIID to the California Constitution, which impose certain procedural and substantive requirements relating to assessments (as defined). WHEREAS, an Engineer’s Report (“Report”) has been prepared by SCI Consulting Group, registered, professional engineers (“Assessment Engineer”), and submitted to the City Council, in which an assessment is proposed to fund the cost of the installation, maintenance and servicing of improvements within the District boundaries as described in § 3 below. The proposed landscaping maintenance assessment shall be described as “Landscape Assessment District No. 41-2019” of the City of Diamond Bar (hereinafter the “Assessment District”). NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. The above Recitals are in all respects true and correct. Section 2. Reference to Initiation. In accordance with direction from the City Council, SCI Consulting Group, (“Engineer of Work”), prepared an Engineer’s Report (“Report”) pursuant to the Act and Article XIIID of the California Constitution. The Report has been prepared, filed with the City Clerk, reviewed and duly considered by the City Council and is hereby deemed sufficient and preliminarily approved. The Report shall stand as the Engineer’s Report for all subsequent proceedings under and pursuant to this Resolution. Section 3. Description of the Improvements: The purpose of the Assessment District shall be for the installation, maintenance and servicing of improvements. Within the District, the existing and 8.2.a Packet Pg. 253 2 proposed improvements (“Improvements”) are generally described as the installation, maintenance and servicing of public and private areas and facilities, including but not limited to, landscaping, sprinkler systems, landscape corridors, ground cover, shrubs and trees, street frontages, drainage systems, lighting, fencing, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, for property owned and/or maintained by the City. Installation means the construction of landscape improvements, including, but not limited to, land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage, and lights. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of said improvements, including (a) repair, removal, or replacement of all or part of any improvement; (b) providing for the life, growth, health and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; and (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of (a) electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements, and (b) water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements.” Section 4. Reference to Engineer’s Report: The Report is hereby incorporated by reference. Reference is hereby made to the Report for a full and detailed description of the Improvements, the boundaries of the Assessment District and the proposed assessments upon assessable lots and parcels of land within the Assessment District. Reference is also hereby made to the Report for an estimate of the costs of the Improvements proposed to be financed from the proceeds of the proposed assessment. Section 5. Report of the Assessment Engineer: The Report is available for public review at the City of Diamond Bar City Hall, located at 21810 Copley Drive, Diamond Bar, CA. The Engineer’s Report includes: A. A description of the Improvements to be funded with assessment proceeds, services and incidental costs; and B. An estimate of the annual cost of such Improvements; and 8.2.a Packet Pg. 254 3 C. A description of the assessable parcels of land within the District and proposed to be subject to the assessment; and D. A description of the proportionate special and general benefits conferred on property by the proposed assessment; and E. A description of the boundaries of the proposed Assessment District; and F. A specification of the amount to be assessed upon various types of assessable land to fund the cost of the Improvements; and G. The proposed method and formula of assessing the costs and expenses of the Improvements to the properties which will specially benefit from the Improvements; and Section 6. Description of Assessment District: The Assessment District consists of the lots and parcels shown on the boundary map of the Assessment District on file with the City Clerk, and reference is hereby made to such map for further particulars. Section 7. Proposed Assessment Rate: It is the intention of this City Council to levy and collect assessments within the Assessment District. The estimated Fiscal Year 2019-20 cost of providing the Improvements is $281,703. Said estimated cost results in a proposed Single-Family Equivalent (“SFE”) assessment rate of FIVE HUNDRED ONE DOLLARS AND NINE CENTS ($501.09) and a proposed condominium assessment rate of FOUR HUNDRED SIXTY-ONE DOLLARS AND NO CENTS ($461.00) for fiscal year 2019-20. It is the further intention of the City to have the assessment collected on the tax roll in the same manner, by the same persons, and at the same time as, together with and not separately from, its general taxes. Section 8. Public Hearing: NOTICE IS HEREBY GIVEN THAT THE PUBLIC HEARING ON THE PROPOSED ASSESSMENT SHALL BE HELD BEFORE THE CITY COUNCIL OF THE CITY OF DIAMOND BAR IN THE SCAQMD AUDITORIUM, LOCATED AT 21865 COPLEY DRIVE, DIAMOND BAR, CA ON TUESDAY, JULY 16, 2019 AT THE HOUR OF 6:45 P.M., OR AS SOON THEREAFTER AS THE MATTER MAY BE HEARD, FOR THE PURPOSE OF THIS CITY COUNCIL’S DETERMINATION OF WHETHER THE PUBLIC INTEREST, CONVENIENCE AND NECESSITY REQUIRE THE IMPROVEMENTS AND THIS CITY COUNCIL’S FINAL ACTION UPON THE REPORT AND THE ASSESSMENTS THEREIN. All interested persons shall be afforded 8.2.a Packet Pg. 255 4 the opportunity to hear and be heard. Any interested person may file a written protest with the City Clerk, or, having previously filed a protest, may file a written withdrawal of that protest, prior to the conclusion of the public input portion of the public hearing. A written protest shall state all grounds of objection. A protest by a property owner shall contain a description sufficient to identify the property owned by the signer thereof. The City Council shall consider all oral statements and all written protests made or filed by any interested person4: Section 9. Notice and Ballot: The City Clerk hereby is authorized and directed to cause Notice of the hearing ordered under Section 8 hereof to be given in accordance with law by United States Mail, and such Notice shall be deemed to have been given when so deposited in the United States Mail. The envelope or cover of the mailing shall include the name of the City. The mailed Notice shall be given to all property owners of assessable parcels within the Assessment District by such mailing by name to those persons whose names and addresses appear on the last equalized secured property tax assessment roll of Los Angeles County, or in the case of any public entity, the representative of such public entity at the address thereof known to the City Clerk. The Notice shall include, but not be limited to, the total amount of assessment proposed to be levied in the Assessment District for fiscal year 2019-20, the assessment proposed for the owner’s particular parcel(s) and the duration thereof and the reason for the assessment. Each Notice shall also contain the proposed assessment and the basis upon which the amount of the assessment was calculated. Each Notice shall also contain an assessment ballot, a summary of the procedures applicable to the completion, return and tabulation of assessment ballots, the date, time, and location of the public hearing and a statement that the existence of a majority protest will result in the assessment not being imposed. The Notice herein provided shall be mailed not less than forty-five (45) days before the date of the public hearing. Section 10. Additional Information: To obtain additional information about the proposed assessments, the Assessment District or the proposed Improvements contact: David Liu, Public Works Director/City Engineer, 21810 Copley Drive, Diamond Bar, CA 91765, telephone number (909) 839-7000. The Engineer’s Report and other written material about the Assessment District may also be reviewed at the Office of the City Clerk during regular business hours. Section 11. Annual Assessments: The assessments are proposed to be levied annually. If the proposed assessments are approved 8.2.a Packet Pg. 256 5 and confirmed by the City Council, the assessments will increase in future years by an amount up to the change in the Los Angeles - Riverside-Orange County area Consumer Price Index, but not exceeding three percent (3%), without a further vote or balloting process. In each subsequent year in which the assessments will be levied, an updated Engineer’s Report, including a proposed budget and assessment rate, shall be prepared. The updated Engineer’s Report shall be considered by the City Coun cil at a noticed public hearing. The updated Engineer’s Report shall serve as the basis for the continuation of the assessments. Section 12. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor City of Diamond Bar I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 8.2.a Packet Pg. 257 6 EXHIBIT A 8.2.a Packet Pg. 258 EXHIBIT A 8.2.b Packet Pg. 259 8.2.c Packet Pg. 260 (THIS PAGE INTENTIONALLY LEFT BLANK) 8.2.c Packet Pg. 261 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE i CITY OF DIAMOND BAR CITY COUNCIL Carol Herrera, Mayor Steve Tye, Mayor Pro Tem Andrew Chou, Councilmember Ruth Low, Councilmember Nancy Lyons, Councilmember CITY MANAGER Dan Fox PUBLIC WORKS DIRECTOR / CITY ENGINEER David Liu CITY ATTORNEY David DeBerry ENGINEER OF WORK Jerry Bradshaw, P.E. SCI Consulting Group 8.2.c Packet Pg. 262 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE ii (THIS PAGE INTENTIONALLY LEFT BLANK) 8.2.c Packet Pg. 263 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iii TABLE OF CONTENTS INTRODUCTION....................................................................................................................... 1 OVERVIEW ...................................................................................................................... 1 ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS .............................................. 1 LEGISLATIVE ANALYSIS .................................................................................................... 2 PLANS & SPECIFICATIONS ...................................................................................................... 4 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET ......................................................... 6 BUDGET FOR FISCAL YEAR 2019-20 ................................................................................. 6 METHOD OF ASSESSMENT APPORTIONMENT ............................................................................ 8 METHOD OF APPORTIONMENT .......................................................................................... 8 DISCUSSION OF BENEFIT .................................................................................................. 8 SPECIAL BENEFIT ............................................................................................................ 9 GENERAL VERSUS SPECIAL BENEFIT .............................................................................. 11 BENEFIT FINDING ........................................................................................................... 12 METHOD OF APPORTIONMENT ........................................................................................ 14 RESIDENTIAL PROPERTIES ............................................................................................. 15 VACANT/UNDEVELOPED PROPERTIES .............................................................................. 16 OTHER PROPERTY TYPES .............................................................................................. 16 ANNUAL ASSESSMENT CALCULATION .............................................................................. 16 DURATION OF ASSESSMENT ........................................................................................... 16 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY........................................................... 17 ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA ............................. 17 ASSESSMENT ...................................................................................................................... 18 ASSESSMENT DIAGRAM ........................................................................................................ 21 ASSESSMENT ROLL ............................................................................................................. 22 8.2.c Packet Pg. 264 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iv LIST OF TABLES TABLE 1: FY 2019-20 ESTIMATE OF COSTS ............................................................................. 6 TABLE 2: ASSESSMENT RATE DETERMINATION ......................................................................... 7 TABLE 2: FY 2019-20 SUMMARY COST ESTIMATE .................................................................. 18 8.2.c Packet Pg. 265 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 1 INTRODUCTION OVERVIEW The City of Diamond Bar (the “City”) services and maintains turf areas, slopes and open space areas and other improvements (“Improvements”) in the Diamond Bar Hills area of the City. In order to fund the maintenance and operation (“Services”) of these projects and improvements, Landscaping Assessment District No. 41 was formed in 1985 by the County of Los Angeles prior to the incorporation of the City of Diamond Bar. Upon incorporation in 1989, the City assumed jurisdiction over the District. Since the passage of Proposition 218, the assessments for this existing District cannot be increased beyond the previously approved amount of $280.00 per parcel. This assessment amount does not generate sufficient revenue to fund the District’s improvements and services, and the annual shortfalls have been funded by the City’s General Fund. The City Council has directed that a new assessment be proposed and voted on by property owners within the District in accordance with Proposition 218 (Article XIIIC and D or the California Constitution). Their intent is to replace the existing District No. 41 with a new District No. 41-2019 that would adhere to the existing boundary and include the same improvements and services. If approved, the existing District No. 41 will be dissolved. This Engineer’s Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the proposed assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the “Article”). ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District. If the Council approves this Engineer’s Report and the proposed Assessments by resolution, a ballot and notice will be mailed to each property owner as identified in the most recent equalized tax roll prepared by the Los Angeles County Assessor’s office. The resolution preliminarily approving the Engineer’s Report and mailed notice will include the date for a public hearing at which time all ballots must be received to be counted in accordance with Government Code Section 53753. The notice and ballots must be mailed at least 45 days prior to the public hearing. At the appointed time and place, a public hearing is held for the purpose of allowing public testimony about the proposed Assessments. This hearing is currently scheduled for July 16, 2019. At this hearing, the Council will hear public testimony and tabulate all ballots 8.2.c Packet Pg. 266 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 2 turned in before the close of the public comment period of the public hearing. If it is determined that the assessment ballots submitted in opposition to the proposed Assessments do not exceed the assessment ballots submitted in favor of t he Assessments (each ballot is weighted by the proportional financial obligation of the property for which the ballot is submitted) the Council may take action to approve the levying of Assessments for Fiscal Year 2019-20. If so confirmed and approved, the Assessments would be submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2019-20. LEGISLATIVE ANALYSIS PROPOSITION 218 The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996 and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property. SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431 In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority (“SVTA”). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that: ➢ Benefit assessments are for special, not general, benefit ➢ The services and/or improvements funded by assessments must be clearly defined ➢ Special benefits are directly received by and provide a direct advantage to property in the Improvement District ➢ The assessment paid by property should be proportional to the special benefits it receives from the Improvements DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 In Dahms v. Downtown Pomona Property (“Dahms”) the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties. BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 Bonander v. Town of Tiburon (“Bonander”), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments 8.2.c Packet Pg. 267 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 3 primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub-areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits. BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 Steven Beutz v. County of Riverside (“Beutz”) the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits. GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (2011) 199 CAL. APP. 4TH 416 On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels. COMPLIANCE WITH CURRENT LAW This Engineer’s Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property. This Engineer’s Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from the A ssessments. The Engineer’s Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties. 8.2.c Packet Pg. 268 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 4 PLANS & SPECIFICATIONS The City maintains landscaping and other improvements in locations within the District’s boundaries. The work and improvements to be undertaken by Landscaping Assessment District No. 41-2019, (“District”), and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972 (the “Act”), the work and improvements are generally described as mini-parks, slopes and open space areas within the District. The Assessment Diagram shows the location and extent of the Improvements to be installed, maintained or serviced by the proceeds from this Assessment District. Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, sidewalks, lighting, fencing, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, at each of the loc ations owned, operated or maintained by the District. As applied herein, “Installation” means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage, lights, playground equipment, play courts, playing fields, recreational facilities and public restrooms. “Maintenance” means the 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, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. “Servicing” means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed no tices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant 8.2.c Packet Pg. 269 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 5 to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526). Modifications to the District structure could include, but are not limited to, substantial changes or expansion of the Improvements provided, substantial changes in the service provided, modifications or restructuring of the District including annexation or detachment of specific parcels, revisions in the method of apportionment, or proposed new or increased assessments. The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses. 8.2.c Packet Pg. 270 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 6 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET BUDGET FOR FISCAL YEAR 2019-20 The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings. An estimate of District costs for fiscal year 2019-20 for the maintenance and servicing of the Improvements is provided below. TABLE 1: FY 2019-20 ESTIMATE OF COSTS Expenditure Item Amount Salaries & Benefits 21,801$ Operating Expenses Advertising 5,000 Utilities 74,694 Maintenance of Grounds/Buildings 20,000 Professional Services 5,500 Contract Services Landscape Maintenance 68,076 Tree Maintenance 19,000 Weed/Pest Abatement 54,218 Capital Improvements 0 Estimated Expenditures 268,289$ Contingencies/Reserves 5%13,414 Total Budget 281,703$ Revenue Item Amount Direct Benefit Assessments 271,389$ Carryover from Prior Year $0 General Fund Contribution 3.84%10,314 Estimated Revenues 1 281,703$ 1. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund or would be used to reduce future years' assessments. 8.2.c Packet Pg. 271 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 7 Table 2 below shows how the assessment rates are determined including the estimated number of single-family equivalents (“SFE”) and how the costs of improvements are allocated to parcels as defined later in this Report. TABLE 2: ASSESSMENT RATE DETERMINATION Single-Family Equivalents Parcels SFE factor SFEs Single Family Parcels 399 100%399.00 Condominium Parcels 155 92%142.60 Total 554 541.60 Budget Allocation to Parcels Total Amount Assessed 271,389$ Total SFEs `541.60 Assessment per SFE 2 501.09$ Single-Family Assessment 501.09$ Condominium Assessment 461.00$ 2. The rate shown here is for a single-family home or its equivalent. For the definition of the term SFE and rates for other types of property, see the section titled, “Method of Assessment Apportionment” and the sections following it in this report. 8.2.c Packet Pg. 272 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 8 METHOD OF ASSESSMENT APPORTIONMENT METHOD OF APPORTIONMENT This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the District. The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all privately and publicly owned parcels as shown. The method used for apportioning the Assessment is based upon the relative special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The Assessment is apportioned to lots and parcels in proportion to the relative special benefit from t he Improvements. The apportionment of special benefit is a two -step process: the first step is to identify the types of special benefit arising from the Improvements and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property. DISCUSSION OF BENEFIT In summary, the Assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 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." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment: "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows: 8.2.c Packet Pg. 273 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 9 A. Proximity to Improved Landscaped Areas and Other Public Improvements within the District. B. Improved Views within the District. C. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements. D. Safety and Security within the District E. Creation of individual lots for residential and commercial use that, in absence of the Assessments, would not have been created. In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas: ➢ Proximity ➢ Expanded or improved access ➢ Views The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guida nce that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment: The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values). Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments. Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provi ded and that other property in general and the public do not share or receive are 100% special benefit. The assessment-funded services upheld by Dahms included streetscape maintenance and security services. SPECIAL BENEFIT SCI assessment engineers have identified the following special benefits: PROXIMITY AND ACCESS TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and 8.2.c Packet Pg. 274 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 10 valuable proximity and access to the Improvements that the public at large and property outside the District do not share. In absence of the Assessments, the Improvements would not be provided , and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District. IMPROVED VIEWS WITHIN THE ASSESSMENT DISTRICT The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District. EXTENSION OF A PROPERTY’S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE PROXIMITY TO THE IMPROVEMENTS In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely proximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements. SAFETY AND SECURITY WITHIN THE ASSESSMENT DISTRICT The City, through proper installation, maintenance and servicing of public and private improvements funded by the Assessments in the District, provides i ncreased security and safety by preventing crime and suppressing fire. For parks and recreation Improvements, proper lighting and well-kept landscapes help to deter crime and vandalism. Other landscaped area activities such as slope maintenance and brush clearing provide critical fire suppression. CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL USE THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN CREATED In the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for 8.2.c Packet Pg. 275 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 11 development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate “White Paper” reports that the parcels were subject to assessment. Purchase of property was also an “agreement” to pay the Assessment. Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments. SUMMARY OF RELATIVE WEIGHT OF BENEFIT FACTORS A solid argument could be made that the Creation of Individual Lots benefit comprises 100% of the benefit because the Improvements were incorporated into the original planning and design of the subdivision, and thus were deemed to be necessary and required for the development of the lot. Without those Improvements and associated benefit, the lots would not have been created in the first place. Nevertheless, four other definitive benefits accruing to the parcels within the District are identified, and an allowance should be made within the overall relative importance of benefits. The relative benefit level of the five identified benefits used in this Report is shown below. Benefit Category Proximity & Access 10% Views 10% Outdoor Area Extension 10% Safety & Security 10% Creation of Lots 60% TOTAL Benefit 100% Relative Weight GENERAL VERSUS SPECIAL BENEFIT Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to “separate the general benefits from the special benefits conferred on a parcel.” The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section. In other words: 8.2.c Packet Pg. 276 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 12 There is no widely-accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not “particular and distinct” and are not “over and above” benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide “an indirect, derivative advantage” and are not necessarily proximate to the improvements. In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements “over and above” this general, baseline level and the general benefits estimated in this section are over and above the baseline. A formula to estimate the general benefit is listed below: Special benefit, on the other hand, is defined in the state constitution as “a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.” The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it “receives a direct advantage from the improvement (e.g., proximity to a park).” In these Assessments, as noted, properties in the District have close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special and is only minimally received by property outside the Districts or the public at large. BENEFIT FINDING QUANTIFICATION OF GENERAL BENEFIT In this section, the general benefit from landscaping and other types of Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. BENEFIT TO PROPERTY OUTSIDE THE ASSESSMENT DISTRICTS Properties within the District receive almost all of the special benefits from the Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large. However, certain 8.2.c Packet Pg. 277 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 13 properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group. Since certain properties outside the District enjoy close proximity and access to the Improvements cannot be assessed by the District, this is a form of general benefit to other property. There are 23 parcels outside the District that are directly adjacent to areas where slopes are maintained by the District. The benefits conferred to these properties do not include the Lot Creation benefit factor, therefore the benefit is reduced by 60%. The general benefit to property outside of the District is calculated as follows. 23 Parcels Outside District 554 Parcels In the District 40%Benefit Factor 23 23 +554 Assumptions: Calculation: General Benefit to Property Ouside the District x 40%=1.59% BENEFIT TO PROPERTY INSIDE THE ASSESSMENT DISTRICTS THAT IS INDIRECT AND DERIVATIVE The “indirect and derivative” benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly “over and above” and “particular and distinct” when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District. Nevertheless, the SVTA vs. SCCOSA decision indicates there m ay be general benefit “conferred on real property located in the district” A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as regional parks, major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. The District boundaries are narrowly drawn to include only the residential areas within the neighborhood, and there are no regional facilities within the District. Therefore, the indirect and derivative general benefits to property within the District are zero. BENEFIT TO THE PUBLIC AT LARGE The general benefit to the public at large can be estimated by the proportionate amount of time that the District’s Improvements are used and enjoyed by individuals who are not 8.2.c Packet Pg. 278 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 14 residents, employees, customers or property owners in the District. It should be noted that these Improvements do not attract the public at large in the same was as park improvements , and they confer far less benefit to the public at large than do similar park improvements. In essence, the public does not visit an area to enjoy slope improvements in the same way as they may visit a park. However, certain slopes maintained by the District may provide some enhancement to views enjoyed by the public as they drive past. Approximately 25% of the slopes and linear green areas maintained by the District lie along arterial roadways that carry a high percentage of traffic not associated with people who are not residents or property owners within the District. While there are not statistics available as to what percentage of pass-by vehicle trips are by non-residents or non-property owners, a liberal factor of 90% is assumed. Finally, of all the types of benefits conferred by the Improvements, passersby only benefit from views, which are estimated at 10% of the total benefits. Therefore, we find that ((90% of 25%) x 10% =) 2.25% of the benefits from the Improvements are general benefits to the public at large. TOTAL GENERAL BENEFITS Using a sum of these three measures of general benefit, we find that approximately 3.84% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment. Outside the District Inside the District Public At Large Total General Benefit Landscaping General Benefit Calculation 1.59% 0.00% 2.25% 3.84% METHOD OF APPORTIONMENT As previously discussed, the proposed Assessments will provide comprehensive Improvements that will clearly confer special benefits to properties in the proposed District. The allocation of special benefits to property is partially based on the type of pro perty and the size of property. These benefits can also partially be measured by the occupants on property in the District because such parcel population density is a measure of the relative benefit a parcel receives from the Improvements. It should be not ed that many other types of “traditional” assessments also use parcel population densities to apportion the Assessments. For example, the assessments for sewer systems, roads and water systems are typically allocated based on the population density of the parcels assessed. Therefore, the apportionment of benefit is reasonably based on the type of parcel, the size of parcels and the population density of parcels. The next step in apportioning Assessments is to determine the relative special benefit for each property. This process involves determining the relative benefit received by each 8.2.c Packet Pg. 279 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 15 property in relation to a single-family home, or, in other words, on the basis of Single-Family Equivalents (SFE). This SFE methodology is commonly used to distribute Assessments in proportion to estimated special benefit and is generally recognized as providing the basis for a fair and appropriate distribution of Assessments. For the purposes of this Engineer’s Report, all properties are designated a SFE value, which is each property’s relative benefit in relation to a single family home on one parcel. In this case, the "benchmark" property is the single-family detached dwelling which is one Single Family Equivalent or one SFE. RESIDENTIAL PROPERTIES Certain residential properties in the District that contain a single residential dwelling unit are assigned one Single Family Equivalent or 1.0 SFE. Detached or attached houses and zero- lot line houses are included in this category of single -family residential property. If there is more than one single family detached dwelling on a parcel, it will be charged one SFE per single family detached dwelling. Another residential property type in the District is the condominium. These properties benefit from the Improvements in proportion to the average number of people who reside in multi - family residential units versus the average number of people who reside in a single -family home (Population Density Factor, or PDF). Using the total population of each property type in the City from recent Census data and dividing it by the total number of such households reveals that approximately 3.42 persons occupy each single-family residence, whereas an average of 2.48 persons occupy each condominium. The ratio of 2.48 people (condominium) to 3.42 people (single-family) results in a PDF of 0.73 for condominiums. The PDF of 0.73 for condominiums is applied to certain benefit categories, whereas other benefit categories are applicable to condominiums in full measure. The calculation of the overall SFE factors are summarized below. Benefit Category PDF SFE Factor PDF SFE Factor Proximity & Access 10%100%10.0%73%7.3% Views 10%100%10.0%73%7.3% Outdoor Area Extension 10%100%10.0%73%7.3% Safety & Security 10%100%10.0%100%10.0% Creation of Lots 60%100%60.0%100%60.0% TOTAL Benefit 100%100%92% SFR CondoWeight There are no other multi-family property types (e.g., duplex, triples, fourplex, apartments) in the District, and none are foreseen in the near future. Therefore, no SFR-based assessment rate is calculated. 8.2.c Packet Pg. 280 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 16 VACANT/UNDEVELOPED PROPERTIES While there are currently no vacant or undeveloped properties in the District, the following discussion is included in the event that properties become vacant in the future. The benefit to undeveloped properties is determined to be proportional to the corresponding benefits for similar type developed properties, but at a lower rate due to the lack of improvements on the property. A measure of the benefits accruing to the underlying land is the average value of land in relation to Improvements for developed property. An analysis of the assessed valuation data from the City of Diamond Bar found that approximately 45% of the assessed value of improved properties is classified as the land value. It is reasonable to assume, therefore, that approximately 45% of the benefits are related to the underlying land and 55% are related to the improvements and the day-to-day use of the property. Using this ratio, the SFE factor for vacant/undeveloped parcels is 0.45 per parcel. OTHER PROPERTY TYPES Notwithstanding the foregoing discussion, there are two other types of property uses to be considered: Water utility, and open space. These are discussed below. Water Utility: The Walnut Valley Water District owns a parcel with two water tanks used to supply water for domestic use and fire protection. This property has no people stationed on - site and derives no benefit in any category. Therefore, it is not assessed a fee. Open Space: The open space parcels that lie within the District are part of the improvements (views, safety & security, etc.) Therefore, these parcels are not assessed a fee. The property in the District is fully developed, has been stable since its original development in the late 1980s, and is zoned such that a change in the predominately residential land use is not expected in the future. As a result, there is no analysis of type, size and population densities for other uses such as commercial, industrial and institutional properties. ANNUAL ASSESSMENT CALCULATION The assessment shall be subject to an adjustment up to a cap of 3% annually, which adjustment shall be based upon actual costs, including any reasonable reserves, supported by an Engineer’s Report prepared in accordance with Article XIIID of the California Constitution. If the Engineer’s Report does not support an increase or supports a redu ction in the assessment, then the assessment shall not be increased or shall be lowered as applicable. DURATION OF ASSESSMENT The District was formed or annexed in previous years. It is proposed that the Assessments be continued every year after their formation or annexation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the District. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated 8.2.c Packet Pg. 281 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 17 Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearing to continue the Assessment. APPEALS OF ASSESSMENTS LEVIED TO PROPERTY Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Diamond Bar City Manager or his or her designee. Any such appeal is limited to correction of an Assessment during the then-current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Manager or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Manager or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Manager or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Manager or his or her designee shall be referred to the Diamond Bar City Council, and the decision of the City Council shall be final. ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section. 8.2.c Packet Pg. 282 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 18 ASSESSMENT WHEREAS, the City of Diamond Bar directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the City of Diamond Bar City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District. The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2019-20 is generally as follows: TABLE 3: FY 2019-20 SUMMARY COST ESTIMATE Salaries & Benefits 21,801$ Operating Expenses & Services 246,488 Capital Expenses/Reserves 13,414 Total for Services 281,703$ Less General Fund Contribution (10,314) Net Amount to Assessments 271,389$ As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll. I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received b y each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report. The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements. Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Los Angeles for the Fiscal Year 8.2.c Packet Pg. 283 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 19 2019-20. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County. I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2019-20 for each parcel or lot of land within the District. Dated: May 15, 2019 Engineer of Work By Jerry Bradshaw, License No. C48845 8.2.c Packet Pg. 284 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 20 8.2.c Packet Pg. 285 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 21 ASSESSMENT DIAGRAM The District boundary and the parcels to be assessed in Landscaping Assessment District No. 41-2019 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Diamond Bar and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Los Angeles, for Fiscal Year 2019-20, and are incorporated herein by reference, and made a part of this Diagram and this Report. 8.2.c Packet Pg. 286 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 41-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 22 ASSESSMENT ROLL An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 21810 Copley Drive, 2nd floor, Diamond Bar, California 91765. Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report. These records shall govern for all details concerning the description of the lots or parcels. 8.2.c Packet Pg. 287 Agenda #: 8.3 Meeting Date: May 21, 2019 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 TO REPLACE EXISTING DISTRICT NO. 39 STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: Adopt Resolution No. 2019-XX declaring intention to form Landscape Assessment District No. 39-3019, preliminarily approving the Engineer’s Report, providing notice of public hearing and mailing of the ballot. FINANCIAL SUMMARY: Assessment District No. 39 was formed in 1985 (prior to incorporation of the City of Diamond Bar), and assessment rates have not increased since that time. However, costs to maintain the landscaping in the district has increased significantly over the past three decades resulting in an operating deficit in the district since FY 08/09. Annually, the operating deficits have been subsidized by the City’s General Fund. Forming a new district with self-supporting assessments will relieve the General Fund of this burden. As shown in the attached Engineer’s Report, costs are annualized at $504,255 (FY 19/20). Revenues from the current assessment rate of $236.00 per parcel are $294,764, causing the City’s General Fund to subsidize this District in the amount of $209,491. This shortfall is projected to increase in coming years. If approved by the property owners, the new assessments ranging from $358.34 to $387.39 per parcel would generate revenues of $470,859, which would be supplemented by $33,396 of General Fund for the requisite general benefit portion of the Assessment District. BACKGROUND/DISCUSSION: Assessment District No. 39 was created in 1985 upon the request of developers Bramalea Limited, Inc, and M. J. Brock and Sons, Inc. to pay for the maintenance and upkeep of certain landscape/open space areas and recreation features in the 8.3 Packet Pg. 288 neighborhood. At that time before the 1989 incorporation of the City of Diamond Bar, the County of Los Angeles formed the District and provided maintenance and administration. Upon incorporation in 1989, the City of Diamond Bar took possession of the District (the improvements as well as the annual assessment responsibilities), although the County was contracted to perform the actual maintenance for a period of time after that. Assessment Districts were structured to be self -supporting, and the County, then the City, had full authority to set assessments at levels sufficient to raise the required revenues in subsequent years. In 1996 California voters approved Proposition 218, which chang ed the legal requirements of increasing assessments such as these. From that year forward any increase in assessments would need to be approved by a vote of the property owners within the District. This new requirement effectively froze assessment levels for most assessments across the State, including District No. 39. For a few years, cost increases were modest and fiscal reserves were sufficient to fund maintenance activities. Once the reserves were depleted, the City’s General Fund was utilized to cover the shortfalls in the District. The continuing operational deficit for the District is an unintended burden on the City’s General Fund. The most straightforward remedy is to increase assessments for the District to levels adequate to cover costs. Ot her options include scaling back landscape services to fit within available revenues or dissolving the District and ceasing all services. In the former case, it is anticipated that residents in the area would see noticeable declines in the health and appearance of the landscaped areas. In the latter case, several complications would arise including identifying who would inherit the maintenance responsibilities (abutting property owners, homeowners’ associations, or the City) and to what level they would perform that work. In a study session on March 19, the City Council considered the details of these options and decided to pursue the option of increasing assessments to fund current levels of service through a ballot proceeding. On April 16, 2019, the City Council adopted Resolution 2019-12 initiating Proposition 218 proceedings and approved a contract amendment with the City’s assessment firm, SCI Consulting Group, to draft an Engineer’s Report and assist the City in the Proposition 218 procedures and neighborhood outreach. ENGINEER’S REPORT AND ASSESSMENT RATES: The draft Engineer’s Report is now complete and filed with the City for approval. The Report has estimated the annualized cost to perform the required services to be $504,255 in FY 19/20 dollars. The proposed District No. 39-2019 is essentially the same as the existing District No. 39 (same boundaries and services), but the methodology for determining the assessment rates is slightly different than was used in the original 1985 District. The primary differences are that the General Benefit must be quantified in more specific terms, and additional scrutiny must be given to differing levels of benefit for the various types of properties in the District. District No. 39-2019 is made up primarily of single-family homes, so there are no 8.3 Packet Pg. 289 practical differences in how they accrue benefits from the District’s improvements. However, the improvements are not spread throughout the District evenly, so the Assessment Engineer has determined that three benefit zones are appropriate, each with different assessment rates. See Exhibit “B”. • Zone A lies south of Grand Avenue and has the greatest concentration of improvements such as a mini park, landscape slopes and brush -clearing areas. This zone has the highest assessment rate of $387.39 for FY 19/20. • Zone B lies north of Grand Avenue and south of Pantera Elementary School and has a similar concentration of mini parks, but less quantities of landscaped slopes and brush-clearing areas. This zone has a slightly lower assessment rate of $377.70. • Zone C lies at the north end of the District and has no nearby mini parks and no landscaped slope areas, although there are several brush -clearing areas. This has the lowest assessment rate of $358.34. One other significant difference brought about by Proposition 218 is that public -owned properties are no longer exempt from assessments unless it can be demonstrated that they receive no benefit from the improvements. In District No. 39 -2019 there are several public-owned properties: Pantera Elementary School, Walnut Valley Water District tank site, Pantera Park, and City-owned open space. The Engineer’s Report determined that the only property that receives any benefit from the District improvements is the school. The annual rate is proposed to be $1,207.65. The final item stemming from Proposition 218 is General Benefit, which is the amount of benefit received by properties outside the District or by the public at large and is typically expressed in terms of a percentage of overall benefit. For District No. 39-2019, the Engineer’s Report determined the General Benefit to be 6.62%. Proposition 218 does not allow that portion of costs to be included in the assessments, and it must be paid from other sources. The most common source payment for City-managed districts like this is the General Fund. In summary, the Report identifies $33,396 in General Benefit to be paid by the City’s General Fund for FY 19/20. Procedure The task of increasing the assessment levels requires a ballot proceeding where the property owners would need to approve the increase. The procedure is laid out in Division 15, Part 2 of the California Streets and Highways Code as well as Section 53750 - 53754 of the Government Code (Proposition 218). It requires three steps: (1) adopt a resolution to initiate the proceedings and direct preparation of the Engineer’s Report (completed on April 16, 2019), (2) adopt a resolution approving an Engineer’s Report (which establishes assessment rates) and setting the date for a public hearing (tonight’s action), and (3) conducting the public hearing at which time ballots will be tabulated and the outcome of the balloting proceeding will be known. The ballots, along with a formal notice, will be mailed to each property owner after the second resolution is adopted and at least 45 days prior to the public hearing. The ballots can be returned any time up to the close of the hearing. The dates for the key steps are as follows (with Council actions in bold): 8.3 Packet Pg. 290 Key Task Dates Resolution 1 – Initiate Process; Award SCI Contract (completed April 16) Mail Notice of Neighborhood Meetings (completed May 1) Conduct Two Neighborhood Meetings (completed May 14) Resolution 2 – Approve ER, set hearing date, authorize ballots May 21 (tonight) Mail ballot packets May 31 Respond to inquiries, ballot requests June 3 – July 16 Resolution 3 – Conduct hearing, tabulate ballots, order levies (if approved) July 16 In accordance with the statutes, these proceedings are voted on by property owners (instead of registered voters). In addition, votes are weighted by the amount of the proposed assessment. For example, a property owner being assess ed $387.39 has slightly more voting power as an owner being assessed $358.34. This new assessment district is being structured to replace the existing district No. 39. Since the results of the ballot proceeding will not be known until July 16, the annual renewal processes for the existing district will continue so that it can be assessed in the event that the new district is not approved by the property owners. Community Outreach In addition to the required procedures, the City held two community meetings for the District to inform affected property owners of the issues and proposed actions and to listen to their feedback. The meetings were held on Tuesday, May 14, 2019 (one at 6:30 pm and a second one at 7:30 pm) at the Diamond Bar Center. Letters were sent to all property owners informing them of the proposed actions and inviting them to t he meetings. Approximately 150 residents were in attendance. The presentation portion of the agenda included District Background and Overview, Types of Landscape Maintenance Work, District Funding Needs and Options, and Mail -in Ballot Process. In addition, City staff and the Consultant answered questions during the Q&A session. LEGAL REVIEW: City Attorney has reviewed and approved as to form. PREPARED BY: 8.3 Packet Pg. 291 Attachments: 1. 8.3.a Resolution No. 2019-XX for District No. 39-2019 2. 8.3.b Engineer's Report for District 39-2019 3. 8.3.c Exhibit A - Boundary and Work Areas of District No. 39-2019 4. 8.3.d Exhibit B - Zones of Benefits for District No. 39-2019 8.3 Packet Pg. 292 RESOLUTION NO. 2019-XX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR DECLARING INTENTION TO FORM LANDSCAPE ASSESSMENT DISTRICT NO. 39-2019 AND LEVY ASSESSMENTS, PRELIMINARILY APPROVING THE ENGINEER’S REPORT, PROVIDING NOTICE OF PUBLIC HEARING AND THE MAILING OF THE ASSESSMENT BALLOT WHEREAS, by Resolution No. 2019-12, approved on April 16, 2019, the City Council ordered the initiation of proceedings for the formation of Landscape Assessment District No. 39-2019 pursuant to the Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of the California Streets and Highways Code (commencing with § 22500 thereof) (“Act”). WHEREAS, Proposition 218 was adopted on November 6, 1996 adding Articles XIIIC and XIIID to the California Constitution, which impose certain procedural and substantive requirements relating to assessments (as defined). WHEREAS, an Engineer’s Report (“Report”) has been prepared by SCI Consulting Group, registered, professional engineers (“Assessment Engineer”), and submitted to the City Council, in which an assessment is proposed to fund the cost of the installation, maintenance and servicing of improvements within the District boundaries as described in § 3 below. The proposed landscaping maintenance assessment shall be described as “Landscape Assessment District No. 39-2019” of the City of Diamond Bar (hereinafter the “Assessment District”). NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. The above Recitals are in all respects true and correct. Section 2. Reference to Initiation. In accordance with direction from the City Council, SCI Consulting Group, (“Engineer of Work”), prepared an Engineer’s Report (“Report”) pursuant to the Act and Article XIIID of the California Constitution. The Report has been prepared, filed with the City Clerk, reviewed and duly considered by the City Council and is hereby deemed sufficient and preliminarily approved. The Report shall stand as the Engineer’s Report for all subsequent proceedings under and pursuant to this Resol ution. Section 3. Description of the Improvements: The purpose of the Assessment District shall be for the installation, maintenance and servicing of improvements. Within the District, the existing and 8.3.a Packet Pg. 293 2 proposed improvements (“Improvements”) are generally described as the installation, maintenance and servicing of public and private areas and facilities, including but not limited to, landscaping, sprinkler systems, landscape corridors, ground cover, shrubs and trees, street frontages, drainage systems, lighting, fencing, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, for property owned and/or maintained by the City. Installation means the construction of landscape improvements, including, but not limited to, land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage, and lights. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of said improvements, including (a) repair, removal, or replacement of all or part of any improvement; (b) providing for the life, growth, health and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; and (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of (a) electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements, and (b) water for the irrigation of any landscaping, the operation of any fountains, or the mainten ance of any other improvements.” Section 4. Reference to Engineer’s Report: The Report is hereby incorporated by reference. Reference is hereby made to the Report for a full and detailed description of the Improvements, the boundaries of the Assessment District and the proposed assessments upon assessable lots and parcels of land within the Assessment District. Reference is also hereby made to the Report for an estimate of the costs of the Improvements proposed to be financed from the proceeds of the proposed assessment. Section 5. Report of the Assessment Engineer: The Report is available for public review at the City of Diamond Bar City Hall, located at 21810 Copley Drive, Diamond Bar, CA. The Engineer’s Report includes: A. A description of the Improvements to be funded with assessment proceeds, services and incidental costs; and B. An estimate of the annual cost of such Improvements; and 8.3.a Packet Pg. 294 3 C. A description of the assessable parcels of land within the District and proposed to be subject to the assessment; and D. A description of the proportionate special and general benefits conferred on property by the proposed assessment; and E. A description of the boundaries of the proposed Assessment District; and F. A specification of the amount to be assessed upon various types of assessable land to fund the cost of the Improvements; and G. The proposed method and formula of assessing the costs and expenses of the Improvements to the properties which will specially benefit from the Improvements; and Section 6. Description of Assessment District: The Assessment District consists of the lots and parcels shown on the boundary map of the Assessment District on file with the City Clerk, and reference is hereby made to such map for further particulars. Section 7. Proposed Assessment Rate: It is the intention of this City Council to levy and collect assessments within the Assessment District. The estimated Fiscal Year 2019-20 cost of providing the Improvements is $504,255. Said estimated cost results in a proposed Single-Family Equivalent (“SFE”) assessment rate of THREE HUNDRED EIGHTY-SEVEN DOLLARS AND THIRTY-NINE CENTS ($387.39) in Zone A, THREE HUNDRED SEVENTY-SEVEN DOLLARS AND SEVENTY CENTS ($377.70) in Zone B, and THREE HUNDRED FIFTY-EIGHT DOLLARS AND THIRTY-FOUR CENTS ($358.34) in Zone C for fiscal year 2019-20. It is the further intention of the City to have the assessment collected on the tax roll in the same manner, by the same persons, and at the same time as, together with and not separately from, its general ta xes. Section 8. Public Hearing: NOTICE IS HEREBY GIVEN THAT THE PUBLIC HEARING ON THE PROPOSED ASSESSMENT SHALL BE HELD BEFORE THE CITY COUNCIL OF THE CITY OF DIAMOND BAR IN THE SCAQMD AUDITORIUM, LOCATED AT 21865 COPLEY DRIVE, DIAMOND BAR, CA ON TUESDAY, JULY 16, 2019 AT THE HOUR OF 6:45 P.M., OR AS SOON THEREAFTER AS THE MATTER MAY BE HEARD, FOR THE PURPOSE OF THIS CITY COUNCIL’S DETERMINATION OF WHETHER THE PUBLIC INTEREST, CONVENIENCE AND NECESSITY REQUIRE THE IMPROVEMENTS AND THIS CITY COUNCIL’S FINAL ACTION UPON THE REPORT AND THE 8.3.a Packet Pg. 295 4 ASSESSMENTS THEREIN. All interested persons shall be afforded the opportunity to hear and be heard. Any interested person may file a written protest with the City Clerk, or, having previously filed a protest, may file a written withdrawal of that protest, prior to the conclusion of the public input portion of the public hearing. A written protest shall state all grounds of objection. A protest by a property owner shall contain a description sufficient to identify the property owned by the signer thereof. The City Council shall consider all oral statements and all written protests made or filed by any interested person4: Section 9. Notice and Ballot: The City Clerk hereby is authorized and directed to cause Notice of the hearing ordered under Section 8 hereof to be given in accordance with law by United States Mail, and such Notice shall be deemed to have been given when so deposited in the United States Mail. The envelope or cover of the mailing shall include the name of the City. The mailed Notice shall be given to all property owners of assessable parcels within the Assessment District by such mailing by name to those persons whose names and addresses appear on the last equalized secured property tax assessment roll of Los Angeles County, or in the case of any public entity, the representative of such public entity at the address thereof known to the City Clerk. The Notice shall include, but not be limited to, the total amount of assessment proposed to be levied in the Assessment District for fiscal year 2019-20, the assessment proposed for the owner’s particular parcel(s) and the duration thereof and the reason for the assessment. Each Notice shall also contain the proposed assessment and the basis upon which the amount of the assessment was calculated. Each Notice shall also contain an assessment ballot, a summary of the procedures applicable to the completion, return and tabulation of assessment ballots, the date, time, and location of the public hearing and a statement that the existence of a majority protest will result in the assessment not being imposed. The Notice herein provided shall be mailed not less than forty-five (45) days before the date of the public hearing. Section 10. Additional Information: To obtain additional information about the proposed assessments, the Assessment District or the proposed Improvements contact: David Liu, Public Works Director/City Engineer, 21810 Copley Drive, Diamond Bar, CA 91765, telephone number (909) 839-7000. The Engineer’s Report and other written material about the Assessment District may also be reviewed at the Office of the City Clerk during regular business hours. 8.3.a Packet Pg. 296 5 Section 11. Annual Assessments: The assessments are proposed to be levied annually. If the proposed assessments are approved and confirmed by the City Council, the assessments will increase in future years by an amount up to the change in the Los Angeles - Riverside-Orange County area Consumer Price Index, but not exceeding three percent (3%), without a further vote or balloting process. In each subsequent year in which the assessments will be levied, an updated Engineer’s Report, including a proposed budget and assessment rate, shall be prepared. The updated Engineer’s Report shall be considered by the City Council at a noticed public hearing. The updated Engineer’s Report shall serve as the basis for the continuation of the assessments. Section 12. The City Clerk shall: a) Certify to the adoption of this Resolution; and b) Cause a true and correct copy of this Resolution to be published pursuant to California Government Code § 6061. PASSED, ADOPTED AND APPROVED this 21st day of May 2019. Carol Herrera, Mayor City of Diamond Bar I, TOMMYE CRIBBINS, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at the regular meeting of the City Council of the City of Diamond Bar held on the 21st day of May 2019, by the following roll call vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: ABSTAINED: COUNCIL MEMBERS: ATTEST: Tommye Cribbins, City Clerk City of Diamond Bar 8.3.a Packet Pg. 297 6 EXHIBIT A 8.3.a Packet Pg. 298 7 EXHIBIT B 8.3.a Packet Pg. 299 8.3.b Packet Pg. 300 (THIS PAGE INTENTIONALLY LEFT BLANK) 8.3.b Packet Pg. 301 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE i CITY OF DIAMOND BAR CITY COUNCIL Carol Herrera, Mayor Steve Tye, Mayor Pro Tem Andrew Chou, Councilmember Ruth Low, Councilmember Nancy Lyons, Councilmember CITY MANAGER Dan Fox PUBLIC WORKS DIRECTOR / CITY ENGINEER David Liu CITY ATTORNEY David DeBerry ENGINEER OF WORK Jerry Bradshaw, P.E. SCI Consulting Group 8.3.b Packet Pg. 302 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE ii (THIS PAGE INTENTIONALLY LEFT BLANK) 8.3.b Packet Pg. 303 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iii TABLE OF CONTENTS INTRODUCTION....................................................................................................................... 1 OVERVIEW ...................................................................................................................... 1 ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS .............................................. 1 LEGISLATIVE ANALYSIS .................................................................................................... 2 PLANS & SPECIFICATIONS ...................................................................................................... 4 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET ......................................................... 6 BUDGET FOR FISCAL YEAR 2019-20 ................................................................................. 6 METHOD OF ASSESSMENT APPORTIONMENT ............................................................................ 8 METHOD OF APPORTIONMENT .......................................................................................... 8 DISCUSSION OF BENEFIT .................................................................................................. 8 SPECIAL BENEFIT ............................................................................................................ 9 GENERAL VERSUS SPECIAL BENEFIT .............................................................................. 11 BENEFIT FINDING ........................................................................................................... 12 ZONES OF BENEFIT ........................................................................................................ 14 METHOD OF APPORTIONMENT ........................................................................................ 17 RESIDENTIAL PROPERTIES ............................................................................................. 17 VACANT/UNDEVELOPED PROPERTIES .............................................................................. 17 OTHER PROPERTY TYPES .............................................................................................. 18 ANNUAL COST INDEXING ................................................................................................ 18 DURATION OF ASSESSMENT ........................................................................................... 19 APPEALS OF ASSESSMENTS LEVIED TO PROPERTY........................................................... 19 ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA ............................. 19 ASSESSMENT ...................................................................................................................... 20 ASSESSMENT DIAGRAM ........................................................................................................ 22 ASSESSMENT ROLL ............................................................................................................. 24 8.3.b Packet Pg. 304 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE iv LIST OF TABLES TABLE 1: FY 2019-20 ESTIMATE OF COSTS ............................................................................. 6 TABLE 2: ASSESSMENT RATE DETERMINATION ......................................................................... 7 TABLE 3: FY 2019-20 SUMMARY COST ESTIMATE .................................................................. 20 8.3.b Packet Pg. 305 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 1 INTRODUCTION OVERVIEW The City of Diamond Bar (the “City”) services and maintains mini-parks, slopes and open space areas and other improvements (“Improvements”) in the Diamond Bar Hills area of the City. In order to fund the maintenance and operation (“Services”) of these projects and improvements, Landscaping Assessment District No. 39 was formed in 1985 by the County of Los Angeles prior to the incorporation of the City of Diamond Bar. Upon incorporation in 1989, the City assumed jurisdiction over the District. Since the passage of Proposition 218, the assessments for this existing District cannot be increased beyond the previously approved amount of $236.00 per parcel. This assessment amount does not generate sufficient revenue to fund the District’s improvements and services, and the annual shortfalls have been funded by the City’s General Fund. The City Council has directed that a new assessment be proposed and voted on by property owners within the District in accordance with Proposition 218 (Article XIIIC and D or the California Constitution). Their intent is to replace the existing District No. 39 with a new District No. 39-2019 that would adhere to the existing boundary and include the same improvements and services. If approved, the existing District No. 39 will be dissolved. This Engineer’s Report ("Report") was prepared to establish the budget for the Improvements (as described below) that will be funded by the proposed assessments and other revenue, and to determine the general and special benefits received from the Improvements by property within the District and the method of assessment apportionment to lots and parcels. This Report and the assessments have been made pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "Act") and Article XIIID of the California Constitution (the “Article”). ENGINEER’S REPORT AND CONTINUATION OF ASSESSMENTS As required by the Act, this Report includes plans and specifications, a diagram or map of the District, the benefits received by property from the Improvements within the District, and the method of assessment apportionment to lots and parcels within the District. If the Council approves this Engineer’s Report and the proposed Assessments by resolution, a ballot and notice will be mailed to each property owner as identified in the most recent equalized tax roll prepared by the Los Angeles County Assessor’s office. The resolution preliminarily approving the Engineer’s Report and mailed notice will include the date for a public hearing at which time all ballots must be received to be counted in accordance with Government Code Section 53753. The notice and ballots must be mailed at least 45 days prior to the public hearing. At the appointed time and place, a public hearing is held for the purpose of allowing public testimony about the proposed Assessments. This hearing is currently scheduled for July 16, 2019. At this hearing, the Council will hear public testimony and tabulate all ballots 8.3.b Packet Pg. 306 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 2 turned in before the close of the public comment period of the public hearing. If it is determined that the assessment ballots submitted in opposition to the proposed Assessments do not exceed the assessment ballots submitted in favor of the Assessments (each ballot is weighted by the proportional financial obligation of the property for which the ballot is submitted) the Council may take action to approve the levying of Assessments for Fiscal Year 2019-20. If so confirmed and approved, the Assessments would be submitted to the Los Angeles County Auditor/Controller for inclusion on the property tax rolls for fiscal year 2019-20. LEGISLATIVE ANALYSIS PROPOSITION 218 The Right to Vote on Taxes Act was approved by the voters of California on November 6, 1996 and is now Article XIIIC and XIIID of the California Constitution. Proposition 218 provides for benefit assessments to be levied to fund the cost of providing services and improvements, as well as maintenance and operation expenses to a public improvement which benefits the assessed property. SILICON VALLEY TAXPAYERS ASSOCIATION, INC. V SANTA CLARA COUNTY OPEN SPACE AUTHORITY (2008) 44 CAL. 4TH 431 In July of 2008, the California Supreme Court issued its ruling on the Silicon Valley Taxpayers Association, Inc. v. Santa Clara County Open Space Authority (“SVTA”). This ruling is significant in that the Court clarified how Proposition 218 made changes to the determination of special benefit. The Court also found that: ➢ Benefit assessments are for special, not general, benefit ➢ The services and/or improvements funded by assessments must be clearly defined ➢ Special benefits are directly received by and provide a direct advantage to property in the Improvement District ➢ The assessment paid by property should be proportional to the special benefits it receives from the Improvements DAHMS V. DOWNTOWN POMONA PROPERTY (2009) 174 CAL. APP. 4TH 708 In Dahms v. Downtown Pomona Property (“Dahms”) the Court upheld an assessment that was 100% special benefit (i.e. 0% general benefit) on the rationale that the services and improvements funded by the assessments were directly provided to property in the assessment district. The Court also upheld discounts and exemptions from the assessment for certain properties. BONANDER V. TOWN OF TIBURON (2009) 180 CAL. APP. 4TH 103 Bonander v. Town of Tiburon (“Bonander”), the 1st District Court of Appeal overturned a benefit assessment approved by property owners to pay for placing overhead utility lines underground in an area of the Town of Tiburon. The Court invalidated the assessments 8.3.b Packet Pg. 307 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 3 primarily on the grounds that the assessments had been apportioned to assessed property based on the costs within sub-areas of the assessment district instead of the overall cost of the improvements and the overall proportional special benefits. BEUTZ V. COUNTY OF RIVERSIDE (2010) 184 CAL. APP. 4TH 1516 Steven Beutz v. County of Riverside (“Beutz”) the Court overturned an assessment for park maintenance in Wildomar, California, primarily because the general benefits associated with improvements and services were not explicitly calculated, quantified and separated from the special benefits. GOLDEN HILL NEIGHBORHOOD ASSOCIATION V. CITY OF SAN DIEGO (2011) 199 CAL. APP. 4TH 416 On September 22, 2011, the San Diego Court of Appeal issued a decision on the Golden Hill Neighborhood Association v. City of San Diego appeal. This decision overturned an assessment for street and landscaping maintenance in the Greater Golden Hill neighborhood of San Diego, California. The court described two primary reasons for its decision. First, like in Beutz, the court found the general benefits associated with services were not explicitly calculated, quantified and separated from the special benefits. Second, the court found that the City had failed to record the basis for the assessment on its own parcels. COMPLIANCE WITH CURRENT LAW This Engineer’s Report is consistent with the SVTA decision and with the requirements of Article XIIIC and XIIID of the California Constitution because the Improvements to be funded are clearly defined; the benefiting property in the District enjoys close and unique proximity, access and views to the Improvements; the Improvements serve as an extension of usable land area for benefiting properties in the District and such special benefits provide a direct advantage to property in the District that is not enjoyed by the public at large or other property. This Engineer’s Report is consistent with Beutz, Dahms and Greater Golden Hill because the Improvements will directly benefit property in the District and the general benefits have been explicitly calculated and quantified and excluded from th e Assessments. The Engineer’s Report is consistent with Bonander because the Assessments have been apportioned based on the overall cost of the Improvements and Services proportional special benefit to each property, rather than the proportional cost to the District to provide the Improvements to specific properties. 8.3.b Packet Pg. 308 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 4 PLANS & SPECIFICATIONS The City maintains landscaping and other improvements in locations within the District’s boundaries. The work and improvements to be undertaken by Landscaping Assessment District No. 39-2019, (“District”), and the cost thereof paid from the levy of the annual Assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. In addition to the definitions provided by the Landscaping and Lighting Act of 1972 (the “Act”), the work and improvements are generally described as mini-parks, slopes and open space areas within the District. The Assessment Diagram shows the location and extent of the Improvements to be installed, maintained or serviced by the proceeds from this Assessment District. Installation, maintenance and servicing of Improvements, may include, but are not limited to, turf and play areas, landscaping, ground cover, shrubs and trees, irrigation systems, sidewalks, parking lots, lighting, fencing, entry monuments, basketball courts, tennis courts, other recreational facilities, graffiti removal and repainting, and labor, materia ls, supplies, utilities and equipment, as applicable, at each of the locations owned, operated or maintained by the District. As applied herein, “Installation” means the construction of Improvements, including, but not limited to, land preparation (such as grading, leveling, cutting and filling), sod, landscaping, irrigation systems, walkways and drainage, lights, playground equipment, play courts, playing fields, recreational facilities and public restrooms. “Maintenance” means the 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, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. “Servicing” means the furnishing of electric current, or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; or water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notic es; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant 8.3.b Packet Pg. 309 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 5 to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment (Streets & Highways Code §22526). Modifications to the District structure could include, but are not limited to, substantial changes or expansion of the Improvements provided, substantial changes in the service provided, modifications or restructuring of the District including annexation or detachment of specific parcels, revisions in the method of apportionment, or proposed new or increased assessments. The assessment proceeds will be exclusively used for Improvements within the District plus incidental expenses. 8.3.b Packet Pg. 310 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 6 FISCAL YEAR 2019-20 ESTIMATE OF COST AND BUDGET BUDGET FOR FISCAL YEAR 2019-20 The 1972 Act provides that the total costs for providing the maintenance and servicing of the District Improvements and facilities can be recovered in the assessment spread including incidental expenses. The latter can include engineering fees, legal fees, printing, mailing, postage, publishing and all other costs identified with the District proceedings. An estimate of District costs for fiscal year 2019-20 for the maintenance and servicing of the Improvements is provided below. TABLE 1: FY 2019-20 ESTIMATE OF COSTS Expenditure Item Amount Salaries & Benefits 21,801$ Operating Expenses Advertising 5,000 Utilities 139,686 Maintenance of Grounds/Buildings 34,500 Professional Services 5,500 Contract Services Landscape Maintenance 208,476 Tree Maintenance 24,280 Weed/Pest Abatement 41,000 Capital Improvements - Estimated Expenditures 480,243$ Contingencies/Reserves 5%24,012 Estimated Expenditures 504,255$ Revenue Item Amount Direct Benefit Assessments 470,859$ Carryover from Fund Balance 0 General Fund Contribution 6.62%33,396 Estimated Revenues 1 504,255$ 1. The Act requires that proceeds from the assessments must be deposited into a special fund that has been set up for the revenues and expenditures of the District. Moreover, funds raised by the assessment shall be used only for the purposes stated within this Report. Any balance remaining at the end of the Fiscal Year, June 30, must be carried over to the next Fiscal Year. The District may also establish a reserve fund for contingencies and special projects as well as a capital improvement fund for accumulating funds for larger capital improvement projects or capital renovation needs. Any remaining balance would either be placed in the reserve fund or would be used to reduce future years' assessments. 8.3.b Packet Pg. 311 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 7 Table 2 below shows how the assessment rates are determined including the estimated number of single-family equivalents (“SFE”) and how the costs of improvements are allocated to parcels in the various benefit zones as defined later in this Report. TABLE 2: ASSESSMENT RATE DETERMINATION Single-Family Equivalents Parcels SFE factor SFEs Zone A 176 100%176.00 Zone B 969 98%944.78 Zone C 99 93%91.58 Elementary School 1 --3.12 Total 1245 1,215.47 Budget Allocation to Parcels Amount Total Assessment Budget 470,859$ Total SFEs 1,215.47 Assessment per SFE 2 387.39$ Zone A Assessment Rate 387.39$ Zone B Assessment Rate 377.70$ Zone C Assessment Rate 358.34$ Elementary School Assessment Rate 1,207.65$ 2. The rate shown here is for a single-family home or its equivalent. For the definition of the term SFE and rates for other types of property, see the section titled, “Method of Assessment Apportionment” and the sections following it in this report. 8.3.b Packet Pg. 312 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 8 METHOD OF ASSESSMENT APPORTIONMENT METHOD OF APPORTIONMENT This section of the Engineer's Report explains the benefits to be derived from the Improvements and the methodology used to apportion the total assessment to properties within the District. The District consists of certain assessor parcels within the boundaries as defined by the Assessment Diagram referenced in this report and the parcels identified by the Assessor Parcel Numbers listed with the levy roll. The parcel list includes all private ly and publicly owned parcels as shown. The method used for apportioning the Assessment is based upon the relative special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The Assessment is apportioned to lots and parcels in proportion to the relative special benefit from the Improvements. The apportionment of special benefit is a two -step process: the first step is to identify the types of special benefit arising from the Improvements and the second step is to allocate the Assessments to property based on the estimated relative special benefit for each type of property. DISCUSSION OF BENEFIT In summary, the Assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 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." Proposition 218, as codified in Article XIIID of the California Constitution, has confirmed that assessments must be based on the special benefit to property and that the value of the special benefits must exceed the cost of the assessment: "No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." The following benefit categories summarize the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the Improvements to be provided with the assessment proceeds. These types of special benefit are summarized as follows: 8.3.b Packet Pg. 313 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 9 A. Proximity and access to Improved Landscaped Areas and Other Public Improvements within the District. B. Improved Views within the District. C. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements. D. Safety and Security within the District E. Creation of individual lots for residential use that, in a bsence of the Assessments, would not have been created. In this case, the recent SVTA v. SCCOSA decision provides enhanced clarity to the definitions of special benefits to properties from similar improvements in three distinct areas: ➢ Proximity ➢ Expanded or improved access ➢ Views The SVTA v. SCCOSA decision also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public bene fits from a service or improvement are general benefits. The SVTA v. SCCOSA decision also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment: The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values). Proximity, improved access and views, in addition to the other special benefits listed herein further strengthen the basis of these assessments. Moreover, the Dahms decision further clarified that certain services and improvements funded by assessments, that are over and above what otherwise would be provided and that other property in general and the public do not share or receive are 100% special benefit. The assessment-funded services upheld by Dahms included streetscape maintenance and security services. SPECIAL BENEFIT SCI assessment engineers have identified the following special benefits: PROXIMITY AND ACCESS TO IMPROVED LANDSCAPED AREAS WITHIN THE DISTRICT Only the specific properties within close proximity to the Improvements are included in the District. The District has been narrowly drawn to include the properties that receive special benefits from the Improvements. Therefore, property in the District enjoys unique and 8.3.b Packet Pg. 314 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 10 valuable proximity and access to the Improvements that the public at large and property outside the District do not share. In absence of the Assessments, the Improvements would not be provided , and the public improvements funded in the District would be degraded due to insufficient funding for maintenance, upkeep and repair. Therefore, the Assessments provide Improvements that are over and above what otherwise would be provided. Improvements that are over and above what otherwise would be provided do not by themselves translate into special benefits but when combined with the unique proximity and access enjoyed by parcels in the District, they provide a direct advantage and special benefit to property in the District. IMPROVED VIEWS WITHIN THE ASSESSMENT DISTRICT The City, by maintaining permanent public improvements funded by the Assessments in the District, provides improved views to properties in the District. The properties in the District enjoy close and unique proximity, access and views of the specific Improvements funded in the District; therefore, the improved and protected views provided by the Assessments are another direct and tangible advantage that is uniquely conferred upon property in the District. EXTENSION OF A PROPERTY’S OUTDOOR AREAS AND GREEN SPACES FOR PROPERTIES WITHIN CLOSE PROXIMITY TO THE IMPROVEMENTS In large part because it is cost prohibitive to provide large open land areas on property in the District, the residential, commercial and other benefiting properties in the District do not have large outdoor areas and green spaces. The Improvements within the District provide additional outdoor areas that serve as an effective extension of the land area for proximate properties because the Improvements are uniquely p roximate and accessible to property in close proximity to the Improvements. The Improvements, therefore, provide an important, valuable and desirable extension of usable land area for the direct advantage and special benefit of properties in the District because such properties have uniquely good and close proximity to the Improvements. SAFETY AND SECURITY WITHIN THE ASSESSMENT DISTRICT The City, through proper installation, maintenance and servicing of public and private improvements funded by the Assessments in the District, provides i ncreased security and safety by preventing crime and suppressing fire. For parks and recreation Improvements, proper lighting and well-kept landscapes help to deter crime and vandalism. Other landscaped area activities such as slope maintenance and brush clearing provide critical fire suppression. CREATION OF INDIVIDUAL LOTS FOR RESIDENTIAL USE THAT, IN ABSENCE OF THE ASSESSMENTS, WOULD NOT HAVE BEEN CREATED In the District, the original owner/developer(s) of the property within the District agreed unanimously to the Assessments. The Assessments provide the necessary funding for improvements that were required as a condition of development and subdivision approval. Therefore, such Assessments allowed the original property to be subdivided and for 8.3.b Packet Pg. 315 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 11 development of the parcels to occur. As parcels were sold, new owners were informed of the Assessments through the title reports, and in some cases, through Department of Real Estate “White Paper” reports that the parcels were subject to assessment. Purchase of property was also an “agreement” to pay the Assessment. Therefore, in absence of the Assessments, the lots within most of the District would not have been created. These parcels, and the improvements that were constructed on the parcels, receive direct advantage and special benefit from the Assessments. SUMMARY OF RELATIVE WEIGHT OF BENEFIT FACTORS A solid argument could be made that the Creation of Individual Lots benefit comprises 100% of the benefit because the Improvements were incorporated into the original planning and design of the subdivision, and thus were deemed to be necessary and required for the development of the lot. Without those Improvements and associated benefit, the lots would not have been created in the first place. Nevertheless, four other definitive benefits accruing to the parcels within the District are identified, and an allowance shou ld be made within the overall relative importance of benefits. The relative benefit level of the five identified benefits used in this Report is shown below. Benefit Category Proximity & Access 10% Views 10% Outdoor Area Extension 10% Safety & Security 10% Creation of Lots 60% TOTAL Benefit 100% Relative Weight GENERAL VERSUS SPECIAL BENEFIT Article XIIIC of the California Constitution requires any local agency proposing to increase or impose a benefit assessment to “separate the general benefits from the special benefits conferred on a parcel.” The rationale for separating special and general benefits is to ensure that property owners subject to the benefit assessment are not paying for general benefits. An assessment can fund special benefits but cannot fund general benefits. Accordingly, a separate estimate of the special and general benefit is given in this section. In other words: 8.3.b Packet Pg. 316 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 12 There is no widely accepted or statutory formula for general benefit. General benefits are benefits from improvements or services that are not special in nature, are not “particular and distinct” and are not “over and above” benefits received by other properties. SVTA vs. SCCOSA provides some clarification by indicating that general benefits provide “an indirect, derivative advantage” and are not necessarily proximate to the improvements. In this Report, the general benefit is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. The starting point for evaluating general and special benefits is the current, baseline level of service. The Assessment will fund Improvements “over and above” this general, baseline level and the general benefits estimated in this section are over and above the baseline. A formula to estimate the general benefit is listed below: Special benefit, on the other hand, is defined in the state constitution as “a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.” The SVTA v. SCCOSA decision indicates that a special benefit is conferred to a property if it “receives a direct advantage from the improvement (e.g., proximity to a park).” In these Assessments, as noted, properties in the District have close and unique proximity, views and access to the Improvements and uniquely improved desirability from the Improvements and other properties and the public at large do not receive significant benefits because they do not have proximity, access or views of the Improvements. Therefore, the overwhelming proportion of the benefits conferred to property is special and is only minimally received by property outside the Districts or the public at large. BENEFIT FINDING QUANTIFICATION OF GENERAL BENEFIT In this section, the general benefit from landscaping and other types of Improvements is liberally estimated and described, and then budgeted so that it is funded by sources other than the Assessment. BENEFIT TO PROPERTY OUTSIDE THE ASSESSMENT DISTRICTS Properties within the District receive almost all of the special benefits from the Improvements because properties in the District enjoy unique close proximity and access to the Improvements that is not enjoyed by other properties or the public at large. However, certain properties within the proximity/access radius of the Improvements, but outside of the boundaries of the District, may receive some benefit from the Improvements. Since this 8.3.b Packet Pg. 317 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 13 benefit is conferred to properties outside the District boundaries, it contributes to the overall general benefit calculation and will not be funded by the Assessments. The general benefit to property outside of the District is calculated with the parcel and data analysis performed by SCI Consulting Group. Since certain properties outside the District enjoy close proximity and access to the Improvements cannot be assessed by the District, this is a form of general benefit to other property. There are eight parcels outside the District that lie within a half mile travel distance of one of mini parks within the District. In addition, there are 79 parcels outside the District that are directly adjacent to areas where brush clearing activity is performed by the District. The benefits conferred to these properties do not include the Lot Creation benefit factor, therefore the benefit is reduced by 60%. The general benefit to property outside of the District is calculated as follows. 87 Parcels Outside District 1,245 Parcels In the District 40%Benefit Factor 87 87 +1,245 x 40% Assumptions: Calculation: General Benefit to Property Ouside the District =2.61% BENEFIT TO PROPERTY INSIDE THE ASSESSMENT DISTRICTS THAT IS INDIRECT AND DERIVATIVE The “indirect and derivative” benefit to property within the District is particularly difficult to calculate. A solid argument can be presented that all benefit within the District is special, because the other Improvements are clearly “over and above” and “particular and distinct” when compared with the baseline level of service and the unique proximity, access and views of the other Improvements enjoyed by benefiting properties in the District. Nevertheless, the SVTA vs. SCCOSA decision indicates there may be general benefit “conferred on real property located in the district” A measure of the general benefits to property within the Assessment area is the percentage of land area within or directly abutting the District that is publicly owned and used for regional purposes such as regional parks, major roads, rail lines and other regional facilities because such properties used for regional purposes could provide indirect benefits to the public at large. Approximately 1.51% of the land area in the District is used for such regional purposes, so this is a measure of the general benefits to property within the District. BENEFIT TO THE PUBLIC AT LARGE The general benefit to the public at large can be estimated by the proportionate amount of time that the District’s Improvements are used and enjoyed by individuals who a re not 8.3.b Packet Pg. 318 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 14 residents, employees, customers or property owners in the District. There are two ways in which the public at large can enjoy the improvements, with each counting for half of the general benefit: use of parks, and pass-by trips where landscaped areas can be viewed. In the case of the mini parks that serve primarily the neighborhood, City staff estimate that approximately 10% of the users do not live, work or own property in the District. The general landscape improvements are typically along slopes and open space areas, out of view of the general public; no general benefit is conferred for views of landscaping. Finally, the general benefits conferred to the public at large does not include the benefit of lot creation, so this benefit is further reduced by half. Therefore, we find that ((50% of 10%) x 50% =) 2.50% of the benefits from the Improvements are general benefits to the public at large. TOTAL GENERAL BENEFITS Using a sum of these three measures of general benefit, we find that approximately 6.62% of the benefits conferred by the Improvements may be general in nature and should be funded by sources other than the assessment. Outside the District Inside the District Public At Large Total General Benefit 2.61% 1.51% 2.50% 6.62% Landscaping General Benefit Calculation ZONES OF BENEFIT The boundaries of the District were developed in conjunction and concurrent with the planning and design of the subdivisions and Improvements, and thus include only the properties in the City of Diamond Bar that are proximate to the Improvements and that would materially benefit from the Improvements. Certain other properties surrounding the District were not part of the designed association between the Improvements and the assessed areas and are generally less proximate to the Improvements. In other words, the boundaries of the District have been narrowly drawn to include only properties that will specially benefit from the Improvements and would receive a declining level of service if the Assessm ents were not approved. The SVTA decision indicates: In a well-drawn district — limited to only parcels receiving special benefits from the improvement — every parcel within that district receives a shared special benefit. Under section 2, subdivision (i), these benefits can be construed as being general benefits since they are not “particular and distinct” and are not “over and above” the benefits received by other properties “located in the district.” 8.3.b Packet Pg. 319 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 15 We do not believe that the voters intended to invalidate an assessment district that is narrowly drawn to include only properties directly benefiting from an improvement. Indeed, the ballot materials reflect otherwise. Thus, if an assessment district is narrowly drawn, the fact that a benefit is conferred throughout the district does not make it general rather than special. In that circumstance, the characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g., proximity to park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g., general enhancement of the district’s property values). In the District, the benefit that each parcel receives from the Improvements is direct, and the boundaries are narrowly drawn to include only parcels that benefit from the Assessment. However, proximity to the improvements varies somewhat within the District. In order to most conservatively assure that Assessments are proportional to the relative benefits in the District, three zones have been created: A. In the area south of Grand Avenue the concentration of landscaped areas (brush and slopes) as well as mini parks is the greatest. B. In the area north of Grand Avenue but south of Pantera Park there is less concentration of landscaped slopes and brush -cleared areas, but still a high concentration of mini parks. C. In the area around and north of Pantera Park there is less concentration of landscaped slopes and brush-cleared areas and no mini parks within a half mile. Based on the varying characteristics of these three distinct zones , each of the five benefit categories have been assigned a benefit factor to estimate the overall relative benefit. Using Zone A as the benchmark (100%), the other two zones derive less benefit due to the proximity of relatively fewer improvements. This estimation is summarized below. Benefit Category Weight Factor Benefit Factor Benefit Factor Benefit Proximity & Access 10%100%10.0%75%7.5%75%7.5% Views 10%100%10.0%100%10.0%75%7.5% Outdoor Area Ext.10%100%10.0%100%10.0%75%7.5% Safety & Security 10%100%10.0%100%10.0%100%10.0% Creation of Lots 60%100%60.0%100%60.0%100%60.0% Relative Benefit 100%98%93% Zone A Zone B Zone C A map of these zones is shown on the following page. 8.3.b Packet Pg. 320 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 16 8.3.b Packet Pg. 321 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 17 METHOD OF APPORTIONMENT As previously discussed, the proposed Assessments will provide comprehensive Improvements that will clearly confer special benefits to properties in the proposed District. The allocation of special benefits to property is partially based on the type of property and the size of property. These benefits can also partially be measured by the occupants on property in the District because such parcel population density is a measure of the relative benefit a parcel receives from the Improvements. It should be noted that man y other types of “traditional” assessments also use parcel population densities to apportion the Assessments. For example, the assessments for sewer systems, roads and water systems are typically allocated based on the population density of the parcels assessed. Therefore, the apportionment of benefit is reasonably based on the type of parcel, the size of parcels and the population density of parcels. The next step in apportioning Assessments is to determine the relative special benefit for each property. This process involves determining the relative benefit received by each property in relation to a single-family home, or, in other words, on the basis of Single-Family Equivalents (SFE). This SFE methodology is commonly used to distribute Assessments in proportion to estimated special benefit and is generally recognized as providing the basis for a fair and appropriate distribution of Assessments. For the purposes of this Engineer’s Report, all properties are assigned an SFE value, which is each property’s relative benefit in relation to a single-family home on one parcel. In this case, the "benchmark" property is the single-family detached dwelling which is one Single Family Equivalent or one SFE. RESIDENTIAL PROPERTIES In the District, there is only one type of residential property present: the single-family home. Other types of residential property, such as multifamily, apartments and condominiums, are not present. Furthermore, the prope rty in the District is fully developed, has been stable since its original development in the late 1980s, and is zoned such that a change in that dominate land use is not expected in the future. As a result, there is no need for a detailed analysis of population densities to determine relative benefit for other types of residential properties. Each single-family residential property is assigned one SFE. VACANT/UNDEVELOPED PROPERTIES While there are currently no vacant or undeveloped properties in the District, the following discussion is included in the event that properties become vacant in the future. The benefit to undeveloped properties is determined to be proportional to the corresponding benefits for similar type developed properties, but at a lower rate due to the lack of improvements on the property. A measure of the benefits accruing to the underlying land is the average value of land in relation to Improvements for develop ed property. An analysis of the assessed valuation data from the City of Diamond Bar found that approximately 45% of the assessed value of improved properties is classified as the land value. It is reasonable to assume, therefore, that approximately 45% of the benefits are related to the underlying 8.3.b Packet Pg. 322 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 18 land and 55% are related to the improvements and the day-to-day use of the property. Using this ratio, the SFE factor for vacant/undeveloped parcels is 0.45 per parcel. OTHER PROPERTY TYPES Notwithstanding the foregoing discussion, there are four other types of property uses to be considered: School, municipal park, water utility, and open space. These are discussed below. School Property: Pantera Elementary School lies within the District and may derive some benefit from the Improvements. To determine the SFE for the school parcel, its benefits are compared to that of a single-family residence (one SFE). Considering the five benefit categories, it is determined that the School would derive no benefit from pr oximity, views, extension of outside areas, or creation of lots. The only benefit it would derive would be in the category of safety and security, which accounts for 10% of the benefit. Further, the daily population of the School is estimated to be approx imately 400 while the population of a single-family home would be 3.42 according to the most recent census data. However, while a single-family home benefits from the improvements at all times, the school benefits only during occupied hours. A single-family home accrues 8,760 hours in a year, while the school accrues 2,335 hours. The calculation at the right shows the product of those quantities for both the school and a single-family residence with the result being 3.12 SFE for the school parcel. Municipal Park: Pantera Park lies partly within the District. However, all benefits that may be derived from the improvements are included in the General Benefits calculation noted earlier. Therefore, the park accrues no further special benefit and is not assessed a fee. Water Utility: The Walnut Valley Water District owns a parcel with two water tanks used to supply water for domestic use and fire protection. This property has no people stationed on- site and derives no benefit in any category. Therefore, it is not assessed a fee. Open Space: The open space parcels that lie within the District are part of the improvements (views, safety & security, etc.) Therefore, these parcels are not assessed a fee. ANNUAL COST INDEXING The assessment shall be subject to an adjustment up to a cap of 3% annually, which adjustment shall be based upon actual costs, including any reasonable reserves, supported by an Engineer’s Report prepared in accordance with Article XIIID of the California Constitution. If the Engineer’s Report does not support an increase or supports a redu ction in the assessment, then the assessment shall not be increased or shall be lowered as applicable. SFR School Benefit 100%10% Population 3.42 400 Hours / year 8,760 2,335 Product 29,959 93,395 SFE 1 3.12 8.3.b Packet Pg. 323 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 19 DURATION OF ASSESSMENT It is proposed that the Assessments, if approved by property owners, will be continued every year after their formation, so long as the public Improvements need to be maintained and improved, and the City requires funding from the Assessments for these Improvements in the District. As noted previously, the Assessment can continue to be levied annually after the City Council approves an annually updated Engineer’s Report, budget for the Assessment, Improvements to be provided, and other specifics of the Assessment. In addition, the City Council must hold an annual public hearin g to continue the Assessment. APPEALS OF ASSESSMENTS LEVIED TO PROPERTY Any property owner who feels that the Assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment may file a written appeal with the City of Diamond Bar City Manager or his or her designee. Any such appeal is limited to correction of an Assessment during the then-current Fiscal Year and applicable law. Upon the filing of any such appeal, the City Manager or his or her designee will promptly review the appeal and any information provided by the property owner. If the City Manager or his or her designee finds that the Assessment should be modified, the appropriate changes shall be made to the Assessment Roll. If any such changes are approved after the Assessment Roll has been filed with the County for collection, the City Manager or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any dispute over the decision of the City Manager or his or her designee shall be referred to the Diamond Bar City Council, and the decision of the City Council shall be final. ASSESSMENT FUNDS MUST BE EXPENDED WITHIN THE DISTRICT AREA The net available Assessment funds, after incidental, administrative, financing and other costs shall be expended exclusively for Improvements within the boundaries of the District or as described herein, and appropriate incidental and administrative costs as defined in the Plans and Specifications section. 8.3.b Packet Pg. 324 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 20 ASSESSMENT WHEREAS, the City of Diamond Bar directed the undersigned engineer of Work to prepare and file a report presenting an estimate of costs, a Diagram for the District and an assessment of the estimated costs of the Improvements upon all assessable parcels within the District; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under the Act, Article XIIID of the California Constitution, and the order of the City of Diamond Bar City Council, hereby makes the following Assessment to cover the portion of the estimated cost of the Improvements, and the costs and expenses incidental thereto to be paid by the District. The amount to be paid for said Improvements and the expense incidental thereto, to be paid by the District for the Fiscal Year 2019-20 is generally as follows: TABLE 3: FY 2019-20 SUMMARY COST ESTIMATE Salaries & Benefits 21,801$ Operating Expenses & Services 458,442 Capital Expenses / Reserves 24,012 Total for Services 504,255$ Less General Fund Contribution (33,396) Less Carryover 0 Net Amount to Assessments 470,859$ As required by the Act, an Assessment Diagram of the District is hereto attached and incorporated herein by reference. The distinctive number of each parcel or lot of land in the District is its Assessor Parcel Number appearing on the Assessment Roll. I do hereby assess and apportion the net amount of the cost and expenses of the Improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the District, in accordance with the special benefits to be received by each parcel or lot, from the Improvements, and more particularly set forth in the Estimate of Cost and Method of Assessment in the Report. The Assessment is made upon the parcels or lots of land within the District in proportion to the special benefits to be received by the parcels or lots of land, from the Improvements. Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Los Angeles for the Fiscal Year 8.3.b Packet Pg. 325 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 21 2019-20. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County. I hereby will place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the Fiscal Year 2019-20 for each parcel or lot of land within the District. Dated: May 15, 2019 Engineer of Work By Jerry Bradshaw, License No. C48845 8.3.b Packet Pg. 326 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 22 ASSESSMENT DIAGRAM The District boundary and the parcels to be assessed in Landscaping Assessment District No. 39-2019 are shown on the Assessment Diagram, which is on file with the City Clerk of the City of Diamond Bar and includes all those properties included in the original formation of the District and subsequent annexations. The following Assessment Diagram is for general location only and is not to be considered the official boundary map. The lines and dimensions of each lot or parcel within the District are those lines and dimensions as shown on the maps of the Assessor of the County of Los Angeles, for Fiscal Year 2019-20, and are incorporated herein by reference, and made a part of this Diagram and this Report. 8.3.b Packet Pg. 327 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 23 8.3.b Packet Pg. 328 CITY OF DIAMOND BAR LANDSCAPING ASSESSMENT DISTRICT NO. 39-2019 ENGINEER’S REPORT, FISCAL YEAR 2019-20 PAGE 24 ASSESSMENT ROLL An Assessment Roll (a listing of all parcels assessed within the District and the amount of the Assessment) will be filed with the City Clerk and is, by reference, made part of this Report and is available for public inspection during normal office hours at the City Hall at 21810 Copley Drive, 2nd floor, Diamond Bar, California 91765. Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference, made part of this Report. These records shall govern for all details concerning the description of the lots or parcels. 8.3.b Packet Pg. 329 EXHIBIT A 8.3.c Packet Pg. 330 EXHIBIT B 8.3.d Packet Pg. 331 Pr o p o s i t i o n 2 1 8 A s s e s s m e n t B a l l o t Pr o c e e d i n g & t h e F o r m a t i o n o f Ne w L a n d s c a p e A s s e s s m e n t Di s t r i c t s t o R e p l a c e E x i s t i n g O n e s DI S T R I C T N O . 3 9 DI S T R I C T N O . 4 1 55 4   PA R C E L S (s o u t h w e s t ) 19 8 5 Di s t r i c t s a r e c r e a t e d b y th e C o u n t y u p o n t h e re q u e s t o f d e v e l o p e r s 19 8 9 Ci t y i n c o r p o r a t e s a n d as s u m e s a d m i n i s t r a t i o n of D i s t r i c t s a n d t h e i r ma i n t e n a n c e c o n t r a c t s mi n i  pa r k s 6. 9 5  ac   sl o p e s 14 . 6 7  ac   br u s h 38 . 7 3  ac turf slopes 12.06  ac  brush 3.00  ac Ke y E v e n t s 19 9 6 Pr o p o s i t i o n 2 1 8 i s pa s s e d b y v o t e r s 1, 2 4 5   PA R C E L S (n o r t h e a s t ) Op e r a t i n g D e f i c i t s i n D i s t r i c t s LA D 3 9 s i n c e F Y 0 8 - 0 9 LA D 4 1 s i n c e F Y 1 1 - 1 2 Ma i n t e n a n c e C o s t s Ex c e e d D i s t r i c t R e v e n u e $2 9 4 , 7 6 4 DI S T R I C T 3 9 Co n t r a c t A d m i n i s t r a t i o n Pe s t A b a t e m e n t | U t i l i t i e s Gr o u n d s M a i n t e n a n c e Ad d r e s s i n g t h e D i s t r i c t s ’ F u n d i n g C h a l l e n g e s Op t i o n s C i t y C o u n c i l C o n s i d e r e d Fo l l o w P r o p . 2 1 8 pr o c e e d i n g t o gi v e D i s t r i c t pr o p e r t y o w n e r s a c h a n c e t o v o t e on i n c r e a s e Di s s o l v e t h e Di s t r i c t a n d r e t u r n th e m a i n t e n a n c e re s p o n s i b i l i t y t o pr o p e r t y o w n e r s Ma i l - I n Ba l l o t Se r v i c e Re d u c t i o n Di s t r i c t Di s s o l u t i o n Sc a l e b a c k la n d s c a p e ma i n t e n a n c e se r v i c e s t o m a t c h Di s t r i c t r e v e n u e s Pr o p o s i t i o n 2 1 8 A s s e s s m e n t B a l l o t P r o c e e d i n g Ci t y C o u n c i l ho l d s a p u b l i c he a r i n g t o ta b u l a t e b a l l o t re s u l t s . T h i s d a y i s al s o b a l l o t po s t m a r k de a d l i n e . Vo t e i s p u t be f o r e p r o p e r t y ow n e r s w i t h i n di s t r i c t . V o t e i s we i g h t e d b y as s e s s m e n t am o u n t . S i m p l e ma j o r i t y r e q u i r e d fo r a p p r o v a l . An E n g i n e e r ’ s Re p o r t i s pr e p a r e d ou t l i n i n g s e r v i c e s co s t s , p a r c e l ch a r a c t e r i s t i c s , an d a p p o r t i o n of a s s e s s m e n t . Ci t y C o u n c i l ad o p t s t h e En g i n e e r ’ s Re p o r t , a n d m a i l s no t i c e s a n d ba l l o t s 4 5 d a y s pr i o r t o p u b l i c he a r i n g . Ba l l o t P r o c e e d i n g No t i c e a n d B a l l o t M a i l i n g Ba l l o t P r o c e e d i n g Pu b l i c H e a r i n g o n J u l y 1 6 Ba l l o t s c a n b e r e t u r n e d an y t i m e u p t o c l o s e o f he a r i n g Ba l l o t s w i l l b e t a b u l a t e d (w e i g h t e d v o t e s ) Ou t c o m e o f b a l l o t pr o c e e d i n g w i l l b e kn o w n Ad o p t i o n o f a re s o l u t i o n a p p r o v i n g th e E n g i n e e r ’ s Re p o r t , s e t t i n g o f pu b l i c h e a r i n g da t e , a n d au t h o r i z a t i o n o f ba l l o t m a i l i n g Pr o p o s i t i o n 2 1 8 A s s e s s m e n t B a l l o t P r o c e e d i n g Th r e e P r i m a r y S t e p s C i t y C o u n c i l i s R e q u i r e d t o T a k e Ad o p t i o n o f a re s o l u t i o n t h a t in i t i a t e s p r o c e e d i n g an d d i r e c t s t h e pr e p a r a t i o n o f a n En g i n e e r ’ s R e p o r t Ho l d i n g o f p u b l i c he a r i n g t o r e c e i v e pu b l i c c o m m e n t s , ta b u l a t e b a l l o t s , an d l e a r n o u t c o m e of b a l l o t i n g pr o c e e d i n g Ap r i l 1 6 Ma y 2 1 July 16 Co m m u n i t y O u t r e a c h & E d u c a t i o n to D i s t r i c t P r o p e r t y O w n e r s Ma i l i n g – L e t t e r , F a c t S h e e t , M a p , M e e t i n g D e t a i l s De d i c a t e d w e b p a g e , U R L , F A Q , e - n o t i f y s u b s c r i p t i o n ww w . d i a m o n d b a r c a . g o v / d i s t r i c t s Ed u c a t i o n f o r P r o p e r t y O w n e r s Ne i g h b o r h o o d M e e t i n g s ba c k - t o - b a c k ne i g h b o r h o o d me e t i n g s i n e a c h Di s t r i c t 2 15 0 40 - 5 0 at t e n d e e s a t th e D i s t r i c t 4 1 me e t i n g s at t e n d e e s a t th e D i s t r i c t 3 9 me e t i n g s En g i n e e r ’ s R e p o r t – P r o p o r t i o n a l Be n e f i t s & A s s e s s m e n t s Di s t r i c t 4 1 En g i n e e r ’ s R e p o r t – D i s t r i c t 4 1 Si n c e 1 9 9 0 … $1 2 2 , 1 5 7 an n u a l D i s t r i c t re v e n u e 55 4 pa r c e l s $2 2 0 . 5 0 as s e s s m e n t pe r p / y r . pe r p a r c e l , p e r m o n t h $2 0 . 0 4 - $ 2 3 . 3 8 Pr o p o s e d A s s e s s m e n t ba l l o t i n c l u d e s a d j u s t m e n t ( n o t t o e x c e e d 3 % p e r y e a r ) t o k e e p p a c e wi t h c o s t s as s e s s m e n t p e r pa r c e l , p e r y e a r $4 6 1 . 0 0 - $ 5 0 1 . 0 9 on l y a n a d d i t i o n a l … Di s t r i c t 4 1 – E s t i m a t e d B u d g e t f o r F Y 1 9 - 2 0 $2 8 1 , 7 0 3 – a n n u a l e x p e n s e b r e a k d o w n ( a p p r o x . ) 40 % 12% 20 % 28 % contract ad m i n i s t r a t i o n ut i l i t i e s we e d & p e s t ab a t e m e n t ma i n t e n a n c e of g r o u n d s & MC E c o n t r a c t En g i n e e r ’ s R e p o r t pa r c e l t y p e s 39 9 15 5 10 0 % 92 % pr o p o r t i o n $5 0 1 . 0 9 $4 6 1 . 0 0 as s e s s m e n t $2 8 1 , 7 0 3 ( F Y 1 9 - 2 0 ) $1 0 , 3 1 4 F Y 2 0 1 9 - 2 0 Ge n e r a l B e n e f i t P a i d b y G e n e r a l B u d g e t En g i n e e r ’ s R e p o r t – P r o p o r t i o n a l Be n e f i t s & A s s e s s m e n t s Di s t r i c t 3 9 En g i n e e r ’ s R e p o r t – D i s t r i c t 3 9 Si n c e 1 9 8 5 … $2 9 4 , 7 6 4 an n u a l D i s t r i c t re v e n u e 1, 2 4 5 pa r c e l s $2 3 6 . 0 0 as s e s s m e n t pe r p / y r . Pr o p o s e d A s s e s s m e n t pe r p a r c e l , p e r m o n t h $1 0 . 2 0 - $ 1 2 . 6 2 ba l l o t i n c l u d e s a d j u s t m e n t ( n o t t o e x c e e d 3 % p e r y e a r ) t o k e e p p a c e wi t h c o s t s as s e s s m e n t p e r pa r c e l , p e r y e a r $3 5 8 . 3 4 - $ 3 8 7 . 3 9 on l y a n a d d i t i o n a l … Di s t r i c t 3 9 – E s t i m a t e d B u d g e t f o r F Y 1 9 - 2 0 $5 0 4 , 2 5 5 – a n n u a l e x p e n s e b r e a k d o w n ( a p p r o x . ) 56 % 7% 9% 29 % contract ad m i n i s t r a t i o n ut i l i t i e s we e d & p e s t ab a t e m e n t ma i n t e n a n c e of g r o u n d s & MC E c o n t r a c t En g i n e e r ’ s R e p o r t th r e e b e n e f i t z o n e s A B C gr e a t e s t c o n c e n t r a t i o n o f im p r o v e m e n t s – m i n i p a r k s , la n d s c a p e s l o p e s a n d b r u s h - cl e a r i n g a r e a s si m i l a r c o n c e n t r a t i o n o f m i n i pa r k s a s z o n e A , b u t l e s s qu a n t i t i e s o f l a n d s c a p e d s l o p e s an d b r u s h - c l e a r i n g a r e a s se v e r a l b r u s h - c l e a r i n g a r e a s b u t no n e a r b y m i n i p a r k s o r la n d s c a p e d s l o p e a r e a s Be n e f i t Z o n e s $3 8 7 . 3 9 99 parcels 93%SFE $358.34 assessment $3 7 7 . 7 0 as s e s s m e n t 96 9 pa r c e l s 98 % SF E 17 6 pa r c e l s 10 0 % SF EA B C $3 3 , 3 9 6 F Y 2 0 1 9 - 2 0 Ge n e r a l B e n e f i t VOLUNTARY REQUEST TO ADDRESS THE CITY COUNCIL TO: CITY CLERK FROM: DATE:m)�I ADDRESS: PHONE: (Optional) ORGANIZATION: AGENDA#/SUBJECT: �t5�tnrc �rwYt! 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