HomeMy WebLinkAbout052119 - Minutes - Regular MeetingCITY OF DIAMOND BAR
CITY COUNCIL STUDY SESSION
May 21, 2019
STUDY SESSION: MfHerrera called the Study Session to order at
5:30 p.m. in Room CC -8 of the South Coast Air Quality Management
District/Government Center, 21865 Copley Drive, Diamond Bar, CA 91765.
ROLL CALL: Council Members Chou, Lyons, MPT/Tye,
M/Herrera
Absent: Council Member Low was excused.
Staff Present: Dan Fox, City Manager; Ryan McLean, Assistant City
Manager; David DeBerry, City Attorney; Ryan Wright, Parks and Recreation
Director; Greg Gubman, Community Development Director; David Liu, Public
Works Director; Anthony Jordan, Parks and Maintenance Superintendent; Dianna
Honeywell, Finance Director, Marsha Roa, Public Information Director; Cecilia
Arellano, Public Information Coordinator, and Tommye Cribbins, City Clerk.
® DRAFT FY 2019-20 DRAFT OPERATING BUDGET.
CM/Fox introduced tonight's session and turned the presentation over to
FD/Honeywell.
FD/Honeywell stated that tonight's session focuses on the 201920 Draft
Operating Budget, Special Revenue Funds, Internal Service Funds and Debt
Service Funds. Staff began working on this budget right after the mid -year
budget adjustments. Currently, the General Fund estimated resources
amount to about $26.8 million and the estimated expenditures are about
$26.5 million leaving the City in a positive position of about $350,000,
including the use of reserves of nearly $900,000 for carryover CIP projects
that were not completed in the current fiscal year, Staff is assuming that for
the upcoming fiscal year there will be about a 3.4 percent increase in the
property tax. revenue. Housing prices remain high; however, there is a
slowdown in the sale of homes within the City. The parcels are expected to
increase about 4.63 percent this year but only about 3.75 percent next year.
Sales tax is projected to decline next year by about 2.9 percent (primarily
from gas stations). In this budget, staff has proposed the sale of $250,000
of excess Prop A funds at a rate of 70 cents on the dollar, for a total of
$175,000 that would go back into the General Fund or into a special fund,
depending on the Council's decision.
Current service charges, construction of the South Pointe project has ended
and one-time planning and permit revenues are expected to decline as a
result.
May 21, 2019 PAGE 2 CC STUDY SESSION
General Fund Expenditures are anticipated to be about $26.5 million and the
City Administration (City Council, City Attorney and City Manager's office)
will be lower in the. upcoming year because of increased costs for Tres
Hermanos this current fiscal year. Admin support includes the Human
Resources Department which is proposing to look at the March to March CPI
on an annual basis to help guide the City to an annual proposed COLA. This
year the March to March CPI was 2.7 percent. Staff is proposing a 2 percent
COLA (benefit for full time employees) and a $50 increase in the Benefit
Allotment. Included in this budget is an Alternative Retirement System for
part time employees which sets aside money on a pre-tax basis that is put
into a retirement budget Deferred Compensation 457 Plan. This plan is
portable and fully funded when the employee leaves service with Diamond
Bar and allows them to take advantage of the opportunity to continue paying
into the fund should they become employed by another city that has a similar
Deferred Compensation account. Additionally, this is a savings to Diamond
Bar because currently, the City contributes 6.2 percent and the employee
contributes 6.2 percent and by federal law, Diamond Bar would be required
to provide 7.5 percent for retirement. Staff is proposing that the employee
assume the entire 7.5 percent. In examples that staff has calculated, an
average employee would still realize more money in their paycheck.
C/Lyons asked if other cities were working under this plan.
FD/Honeywell responded "quite a few cities."
C/Lyons asked if it was working well.
FD/Honeywell responded "yes."
C/Lyons asked how many part timers Diamond Bar has.
FD/Honeywell responded "about 60."
CM/Fox said that most of the part timers are in the Parks and Rec
Department.
MPT/Tye asked if this was going forward only and not retroactive.
FD/Honeywell responded "correct." Staff is proposing that this would apply
to all current employees and commence October 1st
In response to C/Lyons question regarding explaining the program to the
part time employees, CM/Fox stated that assuming there is support from the
Council, it will require further Council action that staff will bring back. Staff
has included the savings that were estimated, based upon nine months with
an implementation of October Ist and there will need to be outreach
education for the employees. If something comes up in between and staff
May 21, 2019 PAGE 3 CC STUDY SESSION
decides it is not as great as staff thought it would be, staff will share that at
the time of request for recommendation or modification.
FD/Honeywell continued stating that another item to point out is that effective
January 1, 2020 the minimum wage will go up to $13 per hour which will
translate to a very minimal initial impact to the budget, but as it rises to $15
in the next couple of years, more consideration will have to be given to
calculating how this will impact the organization because there will be
classifications that will have to be looked at in more detail. Staff is also
looking at a benefit allotment/staff alternative for prospective employees so
thatthe benefit would change for new employees only and existing
employees would have their benefit allotment swept into the 457 Plan. Going
forward, the Council may want to look at placing some limits to the amount
that is allowed to be put into the 457 Plan because this scenario is not
currently built into the budget.
One of the recommendations under the Fiscal Sustainability Plan presented
by ACM/McLean a few meetings .back was to start paying down the
CaIPERS unfunded pension liability. Each year there have been some
rather large losses and those are being amortized over time ranging from 15
to 30 years. The City is required to make a UAL payment (payment toward
that unfunded liability) related to those losses, and the minimum the City has
to pay each year based on the 30 -year schedule is about $341,000.
However, the City has chosen to make a higher payment of about $520,000
which would pay that unfunded liability in full in about 15 years for a saving
to the City of about $1.9 million over the 15 -year period.
MPT/Tye asked what losses the City suffered.
FD/Honeywell responded that it was CaIPERS that suffered Investment
losses which spread over all of the plans and Diamond Bar's portion had to
be amortized over 30 years. At the same time, the expected return rate is
down 7.25 percent which is causing the City's costs to go higher each year.
The budget proposes some personnel changes, particularly in the Public
Works Department where there has been some turnover with the loss of
some great engineers and at this point, it has been difficult to fill the Senior
Maintenance Worker position. So, staff is proposing some new job
classifications to handle the vacancies. The proposal is that the City have a
Public Works Manager and Assistant City Engineer come on board to help
with CIP projects, and help manage the other associate engineers at the
salary range 46E which is $170,000 to $243,000 plus benefits. Staff is also
proposing to add an Engineering Technician which would replace the vacant
assistant class associate engineer position that was vacated by John
Beshay, The Engineering Technician would work the counter more which
would provide greater coordination between Planning and Engineering. In
addition, staff is proposing to add a Public Works Inspector. At this point the
May 21, 2019 PAGE 4 CC STUDY SESSION
City spends a lot of money on contractors for this service, and the City would
have an in-house inspector which would save the City a significant amount
of money on contract services. The Senior Civil Engineer position, recently
vacated by Kimberly Young, would be adjusted down one level because the
Public Works Manager would be assuming more of those duties.
ClLyons asked if the Engineering Technician position would provide more
customer service focus.
FD/Honeywell responded "yes."
PWD/Liu responded to C/Lyons that the position would provide more
customer service and that person would be working more closely with
Building and Safety.
C/Lyons asked if the person would have an engineering background plus
education or experience.
PWD/Liu said a combination of, but not necessarily an engineering degree.
FD/Honeywell continued that staff would also make some adjustments to
other engineering positions by defunding one of the assistant class associate
engineers and defunding one of the Senior Maintenance Worker positions.
C/Chou asked if the positions staff intended to defund were currently vacant.
FD/Honeywell responded "correct." No one is being laid off or demoted.
FD/Honeywell summarized that this proposed reorganization would, in staff's
opinion, reduce the City's contract services on CIP projects by about
$250,000 annually.
FD/Finance then spoke about Economic Development reporting that
Restaurant Week was the City's most popular event so staff has allocated
$22,500 for that event in the next fiscal year.
With regard to Public Safety, FD/Honeywell stated that the increase to the
contract this year was about 5 percent and the liability trust fund rate
increased by 11 percent (about $350,000 increase over the current fiscal
year). Staff is again proposing that $100,000 be allocated out of a Law
Enforcement Reserve Fund for any kind of special controls, assignments,
suppression controls, etc.
C/Chou asked if $100,000 was enough.
FD/Honeywell responded that this year staff believes it will use about
$35,000. The $100,000 has been more than enough to allocate. And there
May 21, 2019 PAGE 5 CC STUDY SESSION
is plenty of money in the fund should it be determined at mid -year that a
greater amount needs to be allocated.
There has been an increase to the Crossing Guard costs by about $13,000
which means that Diamond Bar will be spending about $180,000.
M/Herrera asked if the increase was due to adding more schools.
FD/Honeywell said no, that it was just a contract increase.
M/Herrera asked who the City contracts with for the crossing guard services.
AE/Malpica answered American Crossing.
FD/Honeywell reiterated that with respect to Community Development the
City will have lower permit expectations since the South Pointe project is
completed so there will be lower revenues and lower costs because the City
will not be paying RKA as much for services.
For Parks and Recreation this year there was the formation of the Special
Events Subcommittee which looked at all of the programs and revamped the
events, some of which was because certain venues were not available. With
all of these changes and not having the City Birthday Party annually, to the
extent it has been over the past years, costs will be reduced by about 2.7
percent in the Recreation department.
C/Lyons felt 2.7 percent was too low because the Birthday Party alone costs
how much.
ACM/McLean responded that the birthday party costs $100,000, the 41h of
July is about $70,000, and the new patriotic concert is another $5-7,000.
Overall, estimates total about $165,000.
FD/Honeywell pointed out that the 2.7 percentage figure is net because there
will be increases in salary proposed for the 2 percent plus the higher PERS
costs.
C/Lyons said that those two events, the City Birthday Party and the 4th of
July event, are the two biggest events the City has and she was hoping that
the result of not having those events annually would drop costs off by at least
10 percent.
FD/Honeywell said that the Recreation Department budget is about $2
million and in addition to increased salaries and benefits, costs of programs
increase each year.
May 21, 2019 PAGE 6 CC STUDY SESSION
FD/Honeywell went on to discuss Public Works/Engineering reporting that
the budget continues to include the $150,000 for the Safe Routes to School
update as part of the strategic plan. Also, this year, staff was able to
reprogram some of the costs that the City paid for with General Fund monies
whereas, things such as the traffic signal contractor can now be paid with
Prop C funds (nearly $200,000).
PWD/Liu responded to C/Chou's request to explain the Safe Routes
program which he did and Council discussed the details of the program.
FD/Honeywell went on to explain that as in previous years, the General Fund
will be subsidizing LLD's, a matter under consideration by the City Council.
The costs are lower for the upcoming year because the current budget was
higher due to additional tree trimming costs this fiscal year. This upcoming
year it is proposed that the City will subsidize the LLD's with General Fund
money by $429,000 without any changes to the current assessments.
General Fund Reserves are carried over for the Capital Improvement
Projects and for the Lighting and Landscape Districts for a total of about
$897,000.
The Community Organization Support Fund -- staff is suggesting to allocate
$20,000 for all groups in the City (local non-profit organization); the Law
Enforcement Reserve Fund — staff is proposing to allocate the $100,000
(current reserves about $1 million); the Technology Reserve Fund — money
has been set aside in previous years to help fund the Recreation System,
the new Client System and staff is now proposing to set money aside that is
being collected through the City's Permit Fees specifically to replace the
current Permit System; Fund 20 is the OPEC Fund where money was set
aside a few years back to help fund the retirement health benefits and money
continues to be transferred to the Trust Fund with CERT with a current
balance of nearly $300,000.
C/Chou said that for the Law Enforcement Reserve Fund the City is spending
about $100,000 a year on potential overtime and suppression patrol booth
and he wanted to know the rationale for maintaining that large of a balance.
FD/Honeywell responded to C/Chou that when the City had unfunded
positions in previous years, whatever savings the City had were taken from
the Law Enforcement Contract and set aside in that fund for any future use
where the City might have an increase that the City might not want to absorb
with just the General Fund monies. It is kept in place just in case there is a
significant increase. To date, the City has been able to absorb the increases
and has left the balance there to use on special occasions for suppression
patrols.
May 21, 2019 PAGE 7 CC STUDY SESSION
C/Chou suggest the City could use the excess to pay for the increased
liability fund.
Staff is requesting to set up a new fund during FY 2019.20 for Fund 107
which is for Measure W that was passed last election and will be used for
the Storm WaterNVaste Water projects. This revenue will not be forthcoming
until the second half of the fiscal year. CIP projects have been programmed
for the SW/VVW projects; however, those projects will not commence until
the City is certain it has the funds. Staff is awaiting the guidelines that will
specify whether the money can be used for admin costs to offset salaries.
C/Lyons asked what projects would fall under Measure W.
PWD/Liu responded the Canyon Loop Trail project, the Diamond Bar Slope
repair and the Groundwater Drainage Improvements.
CM/Fox emphasized and reiterated FD/Honeywell's statement that these
projects are subject to the ultimate approval of the County and what their
guidelines will be.
At this point, staff believes they will be eligible projects and if something
changes this will be revisited midyear or sooner.
INTEL SERVICE FUND (Insurance -- approximately $500,000 plus)
This is a transfer from the General Fund.
The City needs to purchase a new truck to replace a 2006 F150 during the.
next fiscal year and accordingly, staff is requesting to transfer that money
during the current fiscal year to cover both vehicles and additional equipment
because the money is available.
C/Lyons asked if it was in the budget to replace the City Hall copier.
ACM/McLean responded yes; it is in the 530 Fund.
FD/Honeywell explained that the money has been transferred to replace
servers and the ERP and staff will be expensing these items over the next
couple of years as staff works through the project beginning in the next
couple of weeks. The debt service comes to approximately $158,000 each
year and at the end of the upcoming fiscal year the balance will be about
$8.6 million. The fixed interest rate is about 3.4 percent.
C/Chou thanked staff for doing a great job on what he believes is a really
good budget considering Arcadia, Claremont and other cities are running a
$7-8 million deficit.
May 21, 2019 PAGE 8 CC STUDY SESSION
C/Chou reiterated his concerns about exchanging Prop A Funds. Because
there is no current project, he feels that Council should hold off on
exchanging the funds until staff has time to identify a project that can be
funded.
M/Herrera said that before anything can be done, there needs to be Council
consensus. M/ Herrera said she disagreed with what C/Chou is suggesting.
She does not believe it is a prudent action for this City Council. The City of
Pomona is already taking action on this agenda item and there is a small
window of time to complete the exchange.
Council discussion ensued.
Council concluded 3-1 (Chou, Lyons, MPT/Tye — Yes; M/Herrera -- No) to
remove from the draft budget for 2019/20 the sale of Prop A Funds from
consideration at this time.
M/Herrera referred to Page 160, Tres Hermanos Conservation Authority
Fund totaling $477,000.
FD/Honeywell responded that this was an error and it should read $70,000,
and that the item would be corrected in the next version of the budget,
C/Lyons said she is still concerned about the 2.7 percent reduction for parks
and does not believe it is correct. It would only be $54,000 and she would
like for FD/Honeywell to pencil it out for her.
C/Chou said he would be out of town on June 4th and to him this item is
important enough that all Council Members should be present for the budget
vote. He asked if the vote could be moved forward to the June 18th meeting
when he would be present.
MlHerrera said she believed that would be detrimental for the City because
there are timelines to follow for auditing reasons. Therefore, she believes
the Council should continue with the June 4th date and if staff finds a reason
it needs to be deferred to June 18th, there is that opportunity.
FD/Honeywell further explained that the City cannot legally spend one dollar
if there is no approved budget by July 1st. While June 18th provides enough
time, should there be an issue arise that defers approval of the budget, it
would need to be continued to the first meeting in July and the City is then
without a budget which puts it at risk.
M/Herrera stated that with affirmative consensus the FY 2019-2020 budget
item will be brought forth for consideration on June 4th, 2019.
Public Comments: None.
May 21, 2019 PAGE 9 CC STUDY SESSION
ADJOURNMENT: With no further business to come before the City
Council, MfHerrera recessed the Study Session at 6:23 p.m. to the Regular
Meeting.
TOMMY CRIBBINS, City Clerk
The foregoing minutes are hereby approved this 4th day of June
2019.
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CAROL HERRERA, Mayor
MINUTES OF THE CITY COUNCIL
REGULAR MEETING OF THE CITY OF DIAMOND BAR
MAY 21, 2019
STUDY SESSION: 5:30 P.M., Room CC -8
FY 2019120 DRAFT OPERATING BUDGET
Public Comments: None
CALL TO ORDER: Mayor Herrera called the Regular City Council
meeting to order at 6:32 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; David Liu, Public Works
Director; Ryan Wright, Parks and Recreation Director; Dianna Honeywell, Finance
Director; Greg Gubman, Community Development Director; Marsha Roa, Public
Information Director; ; Anthony Jordan, Parks and Maintenance Superintendent; Cecilia
Arellano, Public Information Coordinator, and Tommye Cribbins, City Clerk.
CM/Fox reported that during tonight's Study Session, the City Council received staff's
report on the Fiscal Year 2019120 Draft Operating Budget. Overall, the City is running
about $26.9 million in revenue and $26.5 million in expenditures leaving a small surplus.
There were Council comments and changes that will be incorporated into the budget
that staff plans to have prepared for the June 4t' Regular meeting for Council adoption.
PLEDGE OF ALLEGIANCE: Mayor Herrera led the Pledge of Allegiance.
INVOCATION: Garrett Rice, Youth Pastor, Diamond Canyon
Christian Church, provided the invocation.
ROLL CALL: Council Members Chou, Lyons, Mayor Pro Tem Tye
and Mayor Herrera.
Absent: Council Member Low was excused.
APPROVAL OF AGENDA: As presented.
1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS:
1.1 MPT/Tye stated that the owner of P.L. Bakery Cafe, 2767 S. Diamond Bar
Boulevard was unable to attend and that the Certificate Plaque would be
taken be delivered.
2. CITY MANAGER REPORTS AND RECOMMENDATIONS: None.
MAY 21, 2019 PAGE 2 CITY COUNCIL
3. PUBLIC COMMENTS:
Pui Ching Ho, Librarian, Diamond Bar Library, spoke about events and programs
available through the library during the remainder of May and the first portion of
June.
Alien Wilson thanked C]Chou for posting information online. He believes that a
COLA should not be automatically included as a guarantee for staff and that he is
discouraged to see that the City Council is selling Prop A funds at a percentage
on the dollar because it means Diamond Bar taxpayer dollars are being given
away. He is generally concerned about the budget because it seems to him that
the City is spending more than it is taking in. He appreciated the community
meeting on the Sunset Crossing Park concept and he would like an update on
the Contract Cities meeting that took place in Indian Wells.
Mr. Harrison said he was concerned about the lack of African American teachers
in the Walnut Valley Unified School District.
Paul Sherwood was bothered that Mr. Harrison was not able to speak for five
minutes.
4. RESPONSE TO PUBLIC COMMENTS:
Responding to Mr. Sherwood and Mr. Harrison, M/Herrera stated that she spoke
with Mr. Harrison at length and explained that the City Council is a separate legal
entity and does not have authority over the Walnut Valley Unified School District.
She knows that Mr. Harrison had spoken with administrators at the WVUSD
office regarding his issue.
With respect to Mr. Wilson's comments about Prop A funds, M/Herrera explained
that this is a practice that the City has done for years, selling excess Prop A
funds to other cities and by selling the surplus Prop A funds the City has the
flexibility to spend those funds on items other than what they are restricted to
under Prop A. She believes that it is in the City's best interest to have the most
flexibility in how it can spend its funds. During tonight's budget study session
however, the line item to sell Prop A funds was removed from consideration and
those funds are now designated to be held in an account to see if there are
projects that the City might want to pursue that are allowed under Prop A
guidelines.
MPT/Tye said he felt it was very unfortunate that a speaker would come forward
and say that the City is "giving taxpayer dollars away" when in fact, the City is not
giving money away. Instead, the City receives a certain dollar amount of Prop A
funds that it is allowed to use in very, very specific ways. At the end of a certain
period, if those funds are not used, the money will go back to Metro or, the City
has an option to sell them to the highest bidder. This year it happened to be
Pomona. There are 70 plus pages of information about Prop A and he would be
MAY 21, 2019 PAGE 3 CITY COUNCIL
.........:
glad to supply a copy to anyone who wants to see for himself that indeed, the
money goes back to Metro. To say that the roads are in bad condition and the
money could be used for that, the roads are not in bad condition. The City keeps
its roads updated and in good repair on a regular basis. PWD/Liu has provided
information and how this is done on a regular basis and he could provide that,
information again at this time to explain the pavement condition index and where
Diamond Bar stands. He is glad that the City Council had an opportunity to look
at the budget and consider Proposition A and realize the City is actually keeping
as much money as the system allows.
5. SCHEDULE OF FUTURE EVENTS:
5.1 Parks and Recreation Commission Meeting -- May 23, 2019, 2019 -- 6:30
p.m., Windmill Community Room, 21810 Copley Drive.
5.2 Memorial Day Holiday — May 27, 2019 — City Offices closed in observance
of Memorial Day and reopen 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 (canceled).
5.4 City Council Meeting — June 4, 2019 — 6:30 p.m., AQMDIGovernment
Center Auditorium, 21865 Copley Drive.
6. CONSENT CALENDAR: C/Lyons moved, C]Chou seconded, to approve
the Consent Calendar as presented. Motion. carried by the following Roll Call
vote:
AYES: COUNCIL MEMBERS: Chou, Lyons, MPT/Tye, M/Herrera
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: Low
6.1 APPROVED CITY COUNCIL MEETING MINUTES:
6.1a REGULAR MEETING OF May 7, 2019 —as presented.
6.2 RATIFIED CHECK REGISTER DATED MAY 2, 2019 THROUGH MAY 15,
2019 TOTALING $863,520.63.
6.3 LANDSCAPE ASSESSMENT DISTRICT NOS. 38, 39 & 41 FOR FISCAL
YEAR 2019-20:
1, ADOPTED RESOLUTION NO. 2019-15 (NO. 38) DECLARING THE
CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR
LANDSCAPE ASSESSMENT DISTRICT NO. 38 AND DIRECTED
THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE
SET FOR THE JUNE 18, 2019 REGULAR MEETING
MAY 21, 2019 PAGE 4 CITY COUNCIL
2. ADOPTED RESOLUTION NO. 2019-16 (NO. 39) DECLARING THE
CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR
LANDSCAPE ASSESSMENT DISTRICT NO. 39 AND DIRECTED
THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE
SET FOR THE JUNE 18, 2019 REGULAR MEETING; AND,
3. ADOPTED RESOLUTION NO. 2019-17 (NO. 41) DECLARING THE
CITY'S INTENTION TO LEVY AND COLLECT ASSESSMENTS FOR
LANDSCAPE ASSESSMENT DISTRICT NO. 41 AND DIRECTED -
THE CITY CLERK TO ADVERTISE THE PUBLIC HEARING TO BE
SET FOR THE JUNE 18, 2019 REGULAR MEETING.
7. PULIC HEARINGS: NONE.
8. COUNCIL CONSIDERATION:
8.1, PROPOSITION 218 ASSESSMENT BALLOT PROCEEDING
PROCEDURES TO REPLACE EXISTING DISTRICT NOS. 39 AND 41.
8.2 FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO.
41-2019 TO REPLACE EXISTING DISTRICT NO. 41.
8.3 FORMATION OF NEW LANDSCAPING ASSESSMENT DISTRICT NO.
39-2019 TO REPLACE EXISTING DISTRICT NO. 39.
CM/Fox asked that the Council take Items 8.1, 8.2 and 8.3 together for purposes
of staff's report. Item 8.1 is to describe and set in place the Proposition 218
Assessment balloting procedures; Item 8.2 and Item 8.3 talks about the
Engineer's Reports and new proposed assessments for both LLD 41 and LLD
No. 39, Much of the material is duplicative so staff's presentation will cover
everything and at the end the Council will have the ability to take individual
actions on each of the three items.
PWD/Liu introduced John Bliss, President, SCI Consulting Group, who provided
staff's presentation.
Mr. Bliss stated that there are a couple of key factors and events as to how
California has developed over time. Prior to Diamond Bar's incorporation, there
were a number of subdivisions and with those subdivisions, there is often a need
and interest to have landscaping and a variety of improvements. As California
was developed, the model and challenge was "how do we sustainably pay for the
maintenance of those improvements that go with typical subdivisions". Many
cities up and down the state have had this same challenge and Diamond Bar is
very typical. Before the City was incorporated, there were assessment districts
formed under a set of rules that has subsequently changed. In 1985 these two
developments were created with associated improvements. In 1989, the City
MAY 21, 2019 PAGE 5 CITY COUNCIL
incorporated and in 1996 was an important year for financing of local districts in
California with the passage of Proposition 218. Proposition 218 was designed to
protect taxpayers from runaway costs from local government and it was, like it's
more famous cousin Prop 13, sponsored and promoted by the Jarvis Taxpayers
Association. The philosophy of 218 is very solid and is that when there is any
kind of improvement to a parcel those property owners ought to pay a fair -share
in relationship to the special benefit that particular parcels receive.
In the case of Landscaping Assessment District No. 39 and 41 these were
created, designed and properly funded, and one of the unintended
consequences of Prop 218 when it passed was it essentially eliminated the ability
for a public agency to make an adjustment as costs went up. For these two
assessment districts, the rate was frozen in time and as costs continued to
increase, there was no ability for the City to raise the rates for those costs. As a
result, the City looked at reducing services as well as, other types of budget cuts
to compensate for the increase. In the end, the reason we are here this evening
is because without an explicit balloting that created a CPI (Consumer Price
Index) escalator, those rates are frozen in time. So, many cities and other
governments up and down the state are faced with the same challenges.
This left the City with three choices: 1) the City can reduce the services; 2)
dissolve the districts and let the property owners create some alternative; or, (3)
the decision that this City Council made is the one that is most typical which is to
create a new assessment. This entails a mail -in ballot by property owners that
will have two specific goals: 1) Make a correction in costs so that the rate goes
up to generate additional revenue allowing the district to be self-sustaining; and,
2) add a much needed CPI mechanism allowing, with direction from Council each
year based if and only if there is an increase in costs, to increase that rate limited
by 3 percent of the local CPI. Thus, the decision was made to go with the mail -in
ballot.
There are essentially four steps that are part of any Prop 218 assessment --- an
Engineer's Report (analysis) done by a Registered Civil Engineer. It is essentially
an analysis that looks at the issue of proportionality (is every parcel assessed
fair) and the concept of general benefit to ensure that if some of these benefits
received and conferred onto other property owners or people traveling through,
that the local property owners do not pay on that behalf. The study comes up
with a rate and rate methodology which is what his firm has produced. Tonight,
the City Council will be asked to consider a couple of resolutions, and if
resolutions are approved for District No's 39 and 41, SCI will mail out ballots to
the property owners in each district who will have 45 days to return those ballots.
At the end of that 45 -day period, the City Council will conduct a Public Hearing
and at the end of the public hearing, there will be a "last call" for ballots after
which the ballots will be tabulated. If the "yes" votes are 50 percent plus 1 of the
returned ballots weighted by their proposed assessment, the City Council is then
empowered to pass another resolution and impose the assessment on those
parcels.
MAY 21, 2019 PAGE 6 CITY COUNCIL.
Tabulation is a very important concept. Prop 218 requires an analysis that has
different rates for different types of benefits. For example, a parcel that has a lot
of benefit would be assessed more versus a parcel that had less benefit be
assessed less. The voting consists of the same kind of structure. As an
example, if he had an assessment of $1000 and his neighbor, for whatever
reason, had a less benefit parcel or smaller parcel and did not get the same
views and was assessed $500, he would get 1000 votes and his neighbor would
get 500 votes. In this way, if one is assessed more that parcel/property owner
gets more voting power. If the tabulation is in support, the City Council will be
empowered to pass a resolution and put the assessment on the property taxes.
SCI uses an unusual sized (5 Yz by 8 Yz) window envelope for sending out the
ballots. It is much like a water bill and there are three documents inside the
envelope: 1) the ballot itself which has a place for someone to indicate "yes" or
"no" and sign their name, and lists the parcels on the back with the proposed
assessment. Most of the property owners in both Districts 39 and 41 own one
parcel. However, there are a couple that own more than one parcel which are all
printed on the same ballot. The property owner can vote and return the ballot in
the prepaid postage return envelope (contained in the packet). In addition, there
is a document "Official Notice and Ballot Information Guide" printed on both sides
and provides non -advocacy information about what the services are, what is the
budget, what is the, proposed rate and describes the tabulation process and
provides information to the property owner so that the property owner can make
a decision as to whether they would like to vote "yes" or "no". It also serves
another legal requirement which is that it is an invitation to the Public Hearing
which is 45 days from the beginning of the balloting. That Public Hearing will be
conducted here in the AQMD Auditorium during the Regular City Council meeting
and that the ballot can be returned any time up until close of the Public Hearing.
Ballots will be tabulated and results will be given on July 16th.
Three key dates: On April 16th, 2019 the City Council adopted a Resolution that
initiated these proceedings and directed SCI to write the Engineer's Report and
conduct the study. Today the City Council makes its decision about moving
forward to mail out the ballots. On July 16th, the end of the 45 -day balloting
period, the balloting will be closed immediately at close of the Public Hearing and
begirt the tabulation of the votes.
Community Outreach and Education — The goal is to get the most participation
possible. SCI's role, working closely with the engineer and staff, is to give
information and get people to participate and embrace this concept. To that end,
each and every property owner received an individual letter sent to them which
contained a fact sheet and information similar to the notice. The notice is what is
legally required, but the City took an extra step to get that information out in the
form of a fact sheet infographic that explained the history, the budgeting history,
why the CPI could not be done, what the City has done to reduce costs overtime
and why the City is coming out at this time to ask for some additional information.
In the letter was an invitation to a community meeting which, again, is above and
MAY 21, 2019 PAGE 7 CITY COUNCIL
beyond what cities do. Most cities rely on the ballot and the Public Hearing. In
addition, Diamond Bar has a dedicated website Assessment Ballot Proceeding
FAQ under www.diamondbarca.gov/faq.aspx. The City has gone out of its way
to notify property owners because the goal is to get the information out to make
sure everyone understands the budget challenges and to get people to
participate in the process.
The City conducted two very successful community meetings, one for each of the
two districts. These were back-to-back community meetings. About 40-50
people attended the District 41 meeting which is less than half the size of District,
39 where 150 people attended with both meetings being very productive.
The Engineer's Report goes into the establishment of these rates, on the budget
side and with respect to abstract concept of "special benefit" and how "special
benefit" can we quantified to make sure people pay their fair -share - not more
and not less.
District No. 41 has 554 parcels with an annual revenue of about $122,000. The
proposed assessment is an increase of that, but the best way to help people get
their arms around it is by a monthly rate. The annual rate is $461 to $501 per
typical residence per year. The monthly rate is $20.04 to $23.38 per month
depending on what the property yields. That would generate $281,703 and that
would render the district self-sustaining, particularly with the CPI going forward.
40 percent would be the maintenance, 28 percent utility (primarily water, some
electrical for limited lighting and some irrigation control systems), about 20
percent weed and pest abatement and the overhead at 12 percent. Proposition
218 requires that there be some specificity as to how a parcel is assessed
commensurate to the benefit. District No. 41 is relatively small and the types of
improvements actually are conferred pretty generally on all of the parcels. The
perimeter brush clearance and landscaping can be seen from every street and
therefore zones were not required. However, there are two different property
types — single family homes and condos. Some of the condo building geometry
receives less benefit with respect to view and access and condos tend to have
fewer people and by looking at census information to determine the average
number of people residing in a condo versus a single-family home. This
information was blended with a slight reduction in the types of benefits a condo
would receive. In this case, the single-family home rate is $401 and the condo
rate is 92 percent or $461 annually. Proposition 218 benefit assessment requires
separate quantification and separation of general benefit which is an abstract
term, but the best way to think about this is if someone drove through the district
and did not know anyone there, had no friends there or were not doing any yard
work or any maintenance, they would enjoy the view, the landscaping, etc. The
law is very clear that the property owners should not pay for the enjoyment of
that particular person just described. This is called "general benefit" and not
special to the property which was calculated that "general' benefit needs to be
paid for directly by the City and that will continue and to that end, the City will
contribute $10,314 annual as required by Proposition 218.
MAY 21, 2019 PAGE 8 CITY COUNCIL
District No. 39 has its own peculiarities and special aspects. It is a little bigger
than District No. 41 with about 1245 parcels. The current annual rate is $236
and people will be balloted an annual rate of $358.34 up to $387.39, the range of
rates depending on the zone. The additional amount is from $10.20 up to $12.62
per month, again with a CPI. Of this amount, 56 percent goes for maintenance,
29 percent for utilities, 9 percent for weed and pest control and 7 percent contract
administration. In District 41, everyone got about the same improvements. In
this case, District 39 is bigger and there are discernable different zones, areas
that get a different type of benefit. Zones A, B and C were developed due to
different types of improvements, different concentrations in brush clearing areas,
mini parks and linear landscaping. Zone A on the south portion (green) has all
three of those improvements in a very concentrated way and are conferred on all
of the parcels. B & C zones have a different combination of those and the rates
are slightly lower because they are associated with less special benefit. Zone A
is the 100 percent rate of $387.39, Zone B is $377.70 and Zone C $358.34. The
general benefit is $33,396.
The unusual parcels in District No. 39 are looked
sometimes they will contribute special benefit.
interesting parcel in an assessment district that is
One of the differences between an assessment ani
were generated by the Jarvis Taxpayers Association
parcels. An assessment is different by design
Proposition 218 that requires public agencies
properties such as churches, to pay that assessm
parcel is looked at with the assumption it has
However, there are some parcels that there will be
A park is a aood examoie because it is one that r
at very specifically because
a park parcel is always an
)aying for park maintenance.
a special tax, both of which
is that there are tax-exempt
with specific language in
and otherwise tax-exempt
.nt. Therefore, every single
some sort of assessment.
finding of no special benefit.
n be Innkpd at aq "if wR ara
assessing these houses to pay for parks, the park is providing a benefit and is
not receiving any special benefit from these services. There is a large parcel in
the northeast corner, a large parcel with an elementary school, and it was.
determined that most of the special benefits that the other parcels receive are not
conferred on the school parcel which led to a very low assessment (a low
estimate of single-family equivalence). In this instance, SCI worked closely with
PWD/Liu and other staff members on this issue and looked at it in the area of
safety and security in terms of lighting, fire retardant structures and proximity to
fire and with the additional information he received from the City, he made a
change on that parcel to indicate the school is receiving no special benefit which
does not affect any of the other parcels. The school will not receive a ballot, it
will not receive an assessment or property tax bill associated with this matter and
it will not affect the other parcels within the zones.
PWD/Liu recommended City Council approval of the Engineer's Report and
authorization for mailing of the ballots.
MPT/Tye asked when the ballots would be mailed.
MAY 21, 2019 PAGE 9 CITY COUNCIL
Mr. Bliss explained that the timeline calls for notices and ballots to be mailed on
May 31St
ClLyons asked what Mr. Bliss anticipated participation to be.
Mr. Bliss responded that in a typical situation, he would see participation between
25 and 40 percent and the reaction to that typically is at the last election I know
they got 50, 60, or 70 percent. The reason for that is, unfortunately in California,
only about 50 percent of eligible adults register to vote. In a community like this it
might be 60 percent. But using the example of 50 percent, when they say "50
percent of people voting" it is the 50 percent of the 50 percent that are registered
which means it is 25 percent. In this instance, the 25-40 percent participation is
very, very similar to a regular election. Furthermore, more than 50 percent of
Californian's receive their ballots by mail or about 55 percent statewide. This
mail ballot format was unusual 20 years ago but now is very common and
expected which means his numbers may be low because Diamond Bar got a
higher percentage in the community meeting or double what SCI would normally
expect and Diamond Bar may get 40-50 percent on this ballot issue.
ClLyons asked how many mailings to property owners came back as
undeliverable.
PWD/Liu said he did not have that information as yet but that it should be
forthcoming.
ClLyons asked if mail forwarding would be done.
Mr. Bliss explained that they are obliged to use the County Assessor records
which have a field called "mail address" which is where the property tax bills go.
The LA County Assessor data is very good — one of the best in the state. Still,
people move, there is change of ownership, etc. and we could expect to see a
one to three percent return. When they come back there is a service that will be
working with the City to determine a forwarding address so in this case, about 30
percent will be mailed a second time.
MPT/Tye said using the assessor records means the property owner should be
voting and not the property resident.
Mr. Bliss said was correct. This is a "property owner" ballot and in a community
like this, there are few renters. If someone owns the house and lives in
Milwaukee, that ballot will go to Milwaukee and the property owner gets to.
participate and the person who lives in the property does not.
C/Chou asked if there was provision for drop-off ballots in addition to the mail -in
ballot.
Mr. Bliss responded the City is required to do that and there is a postage paid
MAY 21, 2019 PAGE 10 CITY COUNCIL
return envelope that will go on the ballot as well as instructions that they can drop
the ballot off during the Public Hearing. In addition, there are protections in place
for lost ballots to prevent double voting, especially if they request a replacement
ballot late in the timeline. Those people will be encouraged to attend the Public
Hearing where there will be a ballot box in which they can place their ballot.
MlHerrera asked if property owners need to be registered voters to vote on this
ballot issue.
Mr. Bliss responded no, that this is a property -owner balloting issue only and
there is no constitutional requirement that they be a registered voter.
MlHerrera asked if anyone wished to speak on this matter.
Seeing no one who wished to speak on this matter, MlHerrera closed public
comments.
Motion on Item 8.1: C/Chou moved, MPT/Tye seconded, to approve Item 8.1.
Motion carried by the following Roll Call vote:
AYES:
COUNCIL MEMBERS:
Chou, Lyons, MPT/Tye, MlHerrera
NOES:
COUNCIL MEMBERS:
None
ABSENT:
COUNCIL MEMBERS:
Low
Motion on Item 8.2: C/Lyons moved, C/Chou seconded, to approve Item 8.2,
Motion carried by the following Roll Call vote:
AYES:
COUNCIL MEMBERS:
Chou, Lyons, MPT/Tye, MlHerrera
NOES:
COUNCIL MEMBERS:
None
ABSENT:
COUNCIL MEMBERS:
Low
Motion on Item 8.3: MPT/Tye moved, C/Lyons seconded to approve Item 8.3 as
amended. Motion carried by the following Roll Call vote:
AYES:
COUNCIL MEMBERS:
Chou, Lyons, MPT/Tye, M/Herrera
NOES:
COUNCIL MEMBERS:
None
ABSENT:
COUNCIL MEMBERS:
Low
9. COUNCIL SUBCOMMITTEE REPORTS AND MEETING ATTENDANCE
REPORTSICOUNCIL MEMBER COMMENTS:
C/Chou responded to comments made earlier that democracy is a beautiful thing
and Council Members were elected as public servants to provide input and it is
okay to disagree. He appreciates his colleagues voicing their opinions. As
elected officials Council Members are held to a higher standard and must speak
their minds because ultimately, elected officials are responsible to the people and
not necessarily in agreement in all cases. C/Chou reported that on May 9th he.
MAY 21, 2019 PAGE 11 CITY COUNCIL
attended the Diamond Bar Corporate Showcase event at the Diamond Bar
Center, one of the best facilities in the area. He attended both the assessment
and community park workshops which were very well attended. It is great to
have public workshops so that staff and Council can receive public input to learn
what they need and want and proceed accordingly. MPT/Tye and M/Herrera and
he attended the Contract Cities Municipal Update Conference. It was a great
update from County Supervisors, State Senators, and State Assemblymen on a _
variety of things including Measure W, Measure H, several propositions and SB
50. It is our duty as elected officials to stay informed on what is happening. A
hundred years ago the US passed the 19th Amendment to the Constitution which
gave women the right to vote. The ultimate goal was not just to have the right to
vote but give women the same freedoms as men. Although the work is never
over, he believes as a nation, we have come a long way.
C/Lyons attended one of the Landscape and Lighting District presentations for
District No. 39 and as Mr. Bliss said, it was great to see so many residents there.
The room was packed. She is hoping between those presentations and tonight's
presentation and the two weeks they have to look into this matter prior to the
ballots being mailed out, that each property owner will get the information they
need to make an informed decision. That same night she attended the end of
the Heritage Park meeting. Staff put together four design options for Heritage
Park and received resident input. It was well done but there were very few
people in attendance but there will be other opportunities for public input. Two
nights later there was a Parks meeting to get input into the Sunset Crossing Park
and that meeting was packed and full of energy. In this instance, staff also put
out four different proposals for different amenities, price tags, etc. and everyone
had an opportunity to rank the different options and provide additional input. She
attended the Spring Showcase at the Diamond Bar Center and as CIChou said, it
was very well done. She thinks residents tend to take for granted how nice the
Diamond Bar Center is. She congratulated C/Low's son, Ryan Wei, who
received his Medical Degree (MD) this weekend.
MPT/Tye attended the 601h Annual California Contract Cities Association
Municipal Seminar in Indian Wells. A lot of information was forthcoming from
Sheriff Villanueva and Supervisors Hahn and Barger. Congratulations to Sandra
Armenta,' the current Mayor of Rosemead as the incoming President of California
Contract Cities. This afternoon he returned from ICSC in Las Vegas — he had
two goals, one to talk to any restaurants that might be interested in coming to
Diamond Bar and why it makes sense for them to come here and thank the
people from Charles Company who have, in his opinion, led to a renaissance of
the old Kmart facility, the new Sprouts Center. He talked with them about future
occupants as well. He came away encouraged about the responses to Diamond
Bar and the different retailers that are interested in talking with the City.
Accordingly, ACM/McLean came back with a pocket full of business cards for
follow up. The other goal MPT/Tye had was to talk with the folks at ROIC and
ask what is the agenda here? Diamond Bar has lost the Whole Enchilada, a
cleaner, and Rite-Aid (who intended to leave the facility anyway). The City will
MAY 21, 2019 PAGE 12 CITY COUNCIL
continue to see losses but he and others will keep doing their best to fill those
locations and provide more amenities for Diamond Bar.
MlHerrera said she appreciates MPTITye's attention to bringing more businesses
to Diamond Bar. Contract Cities was interesting. There were many learning
centers, one of which was fascinating to her was "what do you do when you
encounter an active shooter?" which was a very interesting workshop with a
focus on "do you know when you're in a room how many and where the exits are
because one never knows when they might encounter an active shooter. It could
be in a business meeting such as this evening's meeting, it could be in a
restaurant and it could be at City Hall, So, it is important to remain vigilant about
one's surroundings and take note of such things. It is always an instructional
event and Contract Cities does their very best to provide learning opportunities
for Council Members.
ADJOURNMENT: With no further business to conduct, MlHerrera adjourned
the Regular City Council Meeting at 7:44 p.m,
TOMMYE CRIBBINS, CITY CLERK
The foregoing minutes are hereby approved this 4th day of June , 2019.
CAROL HERRERA, MAYOR