HomeMy WebLinkAboutSANITATION DISTRICT #3 - 1973-07-02 August 21, 1973
itary
LCULILy 5anitation�Districts of Orange County
P. 0. Box 8127
Fountaixi Valley, CA 92708
Devr Mr. Sylvester:
The City Council of Huntington Beach* at its regular
meeting held Monday, August 20 19730 approved the
Suppler.*nt to Agreement for Collection of Sewer Con-
nection Charges l,etwean the City of Huntington Beao-..h
and County Sanitation District No. 3.
We are transmitting herewith two copies of said
Supplement for signature. When executed, please return
cne of ,:he copies to this offfte for our files . Thank
you.
Sincerely,
Alicia M. Wet- ..• )rth
City Clerk
PNW:pj
Inc 1.
i
SANrrATION DISTRICTS ;%� a T4EA CO E 714COUNTY D ��7 Ai2EA -29 0
� $ � �� ti 962-?4111
OF ORANGE COUNTY, CALIFOI,.NIA
P. 0. BOX 8127. FOUNTAIN VALLEY, CALIFORNIA 9270E3
10644 LLLIS AVENUE: (EUCLID OFF-RAMP, 5AN DIEGO FREEWAY)
9
August 10, 1973
The Honorable City Council
City of Huntington Beach
P. 0. Box 190
Huntington Beach, California 92648
Attention: Mr. David D. Rowlands, City Administrator
Subject: Standard Agreement for Collection of Sewer Connection
Charges in District 'No. 3
Returned hcrl'1tiTith please find one fully executed copy of subject
agreement as approved by the ci.tN- council -ind the; District's Board
of Di rectors .
Pursuant to inquiries received from se�rera I cities regarding possible
liability in connection, with admini :-trction or the agreement, the
District's Board of Directors, upon reconmicndation of their General
Counsel, has conside-red and arproved a supnlemerit to each stzridare:l
agreement incorporating "hold harmless" Pr'ovislons for thv protection
of the ci LNi cs .
We sre also enclosing herewith two copies of said Supplement to Standard
Agreement for Collection of Sewer Connection Charges for consi.deral".on
by your city. If t11n council acts favorably o11 the supplement, please
return both copies to the 1tndersigned. Upon final execution b;• the
District, enc copy wi1i be returned to thv city.
If you have any q cst:i:nis conceiring this natter, pleasf: do not hesi trite
to contact either myself or Mr. }:obt.-rt llcbbe�, Chief of the Industrial
and Permit rivisi o-D . !
t�C..
J: Wq)ne Sy ester
C Sec •�f�en- Vll the Board
n . Dire tors
JViS:rb
Enclosures
cc: Director Jack Green
. s�'
ti
�frt �4 TELEPHONES:
COUNTY SANITATION DISTRICTS �� ��„�� AREA CODE 714
54010
OF ORANGE COUNTY CALIFORNIA 9 6 2-2-2 4�-�"� 96211
�
P. O. BOX 8127, FOUNTAIN VALLEY. CALIFORNIA 92708
10644 ELLIS AVENUE (cur-LID OI-F•RAMP. SAN DIEGO FREEWAY)
September 18 , 1973
City of Huntington Beach
P. 0. Box 190
Huntington Beach, California 92648
Attention: ':licia Id. Wentworth
City Clerk
La
'—otJect : Supplement to Standard Agreement for Collection
of Sewer Connection Charges in District No . 3
Enclosed herewith please find one fully executed copy of subject
supplement for your files .
tc
. / nP vester
Secretary, of they Board
of Directors
JWS : rb
Enclosure
•/ .{ ' i ..♦. — ya 1.-. •4
COUNTY SANITATION DISTRICTS �`'�j��� TE A CPH ODN71 :
�#+�,t AREA CODE 714
OF ORANGE COUNTY, CALIFORNIA Soo-Z911
�� 96Z-Z41
P. C. BGX 8127. FOUNTAIN VALL CY, CALIFORNIA 92706
1❑B44 ELLIS AVENUE (EUCLID OFF-RAMP, SAN DIEGO FREEWAY)
August 153 1973 AU
CITY OF
City Council fD''I��I ii:.ATl1�r OFFICE
City of Huntington Beach
P. 0. Box 190
Huntington Bach, CA 92648
Subject : Effective Date of Connection and Use Ordinance No . 303
Pursuant to notice given on June' 22 , the Board of Directors of
County Sanitation District No . 3 , at their regular meeting on
August 8 , 1.973 , adopted Ordinance No . 301I , establishing October 1 ,
19733 as the effective date for collection of connection fees set
forth under Ordinance No . 303, and e;ctabl_i :,hecl a waiver period
until August 1, 1974 , for said conne:-tion fees for currently
developed properties .
Copies of Ordinance NO . 303 and Ordinance No . 304 were forwarded
with the June 22 notice. Should you need additional copies or
if you have any g1?estions concerning either ordinance, please
feel free to contact Mr . Robert t-aebber , Chief of our Tndustrial
and Permit Division .
14, . ne •fiy:�vester
ec nary t�f the Board
of Directors
cltf
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7 r
Tw
. T
FINANCING MAJOR
SEWERAGE IMPROVEMENTS
ORANGE COUNTY
2
SANITATION DIS ' /
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- • i i �'..
r.-� J
FINATJOING MA)OR SEWI:RM3E IMPROVEMENTS
ORANGE COUNTY SANITATION DIEI'1RICT NO. 3
BOARD OF DIRECTORS
Norman E. Culver, Chairman
Garden Grove S . D.
Robert Battin Unincorporated Alicita Lewis Stanton
;esse Davis Buena Park Charles Long Los Alamitos
Donald L. ] a>: Brea Dereh McWhi.nney Midway City S . D.
jack Green Huntington Beach Robert E. Root Fullerton
Wade Ilerdn Santa Ana Georgo B. Scott Fountain Valley
H. ].. I•Iolden Seel Beach IJiark Stephenson Anaheim
Otto Lac:a,•o Cypress Charles Stevens, Jr. La }-lair a
Cor Vanderv,►aal
La Palma
ADA41I1\111ST ATIVE STUFF
Fred A. Harper
General Manager
J. Wayne Sylvester r, Arthur Nissan
Director of l'inance General Counsel
PROFESSIONAL SERVICES
Boyle Engirieering & John Carollo Engineers
Consulting Eng:-curs
Stone & Youngberg Municipal Financing Consultants , Inc.
Finanr:ing Consultants
March 9 , 1973
SrpONE L`�'.. "YTOUNGB1-BRG.
MUNICIPAL FINANCING CONSULTAN'rs, INC.
March 9, 1973
The Ilonorable Board of Directors
Orange County Sanitation District 43
P . 0 . Box 8127
Fountain Valley , California 92708
Gentlemen:
In accordance with your authoriv.ation and direction , vie have prepL red
a recommended financing plai7 for your consideration to implement
major sewerage improvement programs whlch.arc to be, carried out over
the next several years .
We have concluded that the estimated maximum cash flow needs to
implement the programs can be met from the: sale of $ 13 , 000 , 000 Genoral
Obligaticn Bonds . This is the amount that %AItould be required should
federal and state standz�rris provide for secondary treatmcnt at an
equivalent to activated sludge for total district flows . Consulting
engineers are of the opinion that federal and state standards will
eventually require; this level of treatment. Should federal and state
standards be set at lower l--vels , the fall amount of authorized bonds
need not be sc'd to implement the program.
The recommended financing plan suggest; that the Board of Directors
initiate a connection charge as an add tional source of revenue to
*,reet district funding needs and recover the costs of providing excess
capacity in facilities to meet future users . The level suggested for
your consideration is $250 per dwelling unit. Suggestions are also
made regarding commercial and industrial user connection fees .
I would like to take this opportunity to express our appreciation to
Mr. Fred A. Harper , General Manager, J . Wayne Sylvester, Director
of Finance, Mr. Graham Hazlett of the District Staff, Mr. Conrad
Hohner, Boyle Engineering, and Mr. Walter Howard, Carollo Engineers ,
for their assistance in the completion of this study.
SUITC .750 ONC CALIVONNIA r:TRrtT i-AN rF!ANCISCO CALIVONNIA 94111
+s' •f
The Honorable; Board of Directors March 9, 1973
Orange County Sanitation District #r3 Page Two
We are available to Provide any further information you need to assist
the District in implementing its sewerage program.
Yours very truly,
STONE & YOUNGBERG
Municipal rinancing Consultants , Inc.
� � J
� r=-
Ernest P . Bodnar
Assistant Vice President
r13B:ac
enclosure
SUMMITRY OF FINDINGS AND RECOMMETNIDATIONS
1 . To meet Its existing and antic ip�ted future needs , District No. 3 initi:Ited a
s(!ven year trun): sewer improvement progratn which is estimated to cost more
than. $29 million over the purlod 1971/72 through 1.977/78 . In conjunction with
six other orangc: County sanitation districts , the District is in the process of
upgrading jointly owned sev✓age: treahlent works to Inert State water quality con-
trol standard^ . A"he estilrla' : d cost of upgrading jointly own rl primary treatment
facilities; is appro::i ilia toIy $7. 1 . 2 million . The consulting eng;ncers estimate the
cost of activated sludge soc:ondwy treatincrtt which eventually will be required by
Federal and State staradarcl:., aL approximately > 100 . 6 million.
2 . On the hasi:; of the consulting engineers' cost estimates and construction
schedules , the Director of I'itlunre has projected fun dinrt needs of District
No. :3 to implement the master plan trunk sewer pro,Jram; Ialeet its share of esti-
mated capital costa- Of the propor cad joint treatment work:, improvement program;
provide for the Dis tric.t.'s share of projected operations and maintenance costs;
and debt serviL:e costs on District bonds . Projected cash flo;v deficits range
from applo,cimatcly $4 . 85 million to $ 12 . 5 million dependent upon the lovel of
secondary treatment required of the District to meat I'cdcral and State standards .
3 . General obligation droned financing is the most practical and feasible financing
alternative availciMc to District lxlo. 3 to implement the master plan trunk
sewer and joint treatment N%,orks improvemenL program as scheduled . It is reconn-
mended that District No. 3 seek authoriv ation of $ 13 million of general obligation
bonds since the consulting eng�,Ieers care of the opinion that Federal and State
standards v.-ill eventually require secondary treatment equivalent to activated
sludge.
4 . Authorization of $13 , 000 , 000 of general obligatiun bonds- sloes not mean that
the full amount will be issued . Should I'edercal and State standards provide
for secondary treatment at an equivalent less than activated sludge for total Dis-
trict flow, facilities could be firiunced with the issuance of that portion of the
authorization needed to complete the pragr-am .
5 . Recent development trends within the area served by the District have in--
aicated the following:
a . R trend toward Increasedlai;;Ier density resiriential types of
development in the District.
b. The potential property tax base provided by single family
unit land uses tends to be significantly greater than the
potential property tax base provided by a multiple family unit.
c. Engineering dtata indicate average daily flows per dwelling unit
in single family residential land uses; average about 385 gallons
per unit. In high dera:;it}► residential land uses , flows, averaged about
25G gallons per day per unit, or approximately two-thirds that of
lower density single family land uses .
d. Within cities served by District No. 3 , there are significant
differences in present users of the District's sewerage facili-
ties. ?Median value of owner occupied housing units ranges from
$22 , 000 io $34 , 700. Population per owner occupied housing units
ranges from 2 . 1 to 4 . 0.
e. Land values within the District have increased significantly in
recent years . Land suitable for low density resiclontial devel-
opment has incr. a secs from appro>:iinately $ 10 , 000 to $ 12 , 000 per
acre in 1.960 to current levels of $20 , 000 to $30, 000 . Land suitable
for high density residential development is; no%%, valued at approxi-
mately $50 , 000 per acre. Land suitable- for commercial cicvolopment
is now valued at appro::ianately $ 100 , 000 per acre.
f. The District' s Property tag: base of $ 1 , 259 billion consists of
land having an assessed valuation of $00 million (36 percent
of total t%ax base) and improvements on land % hich is owned and
occupied by present property o%vners: having] an assessed valuation
of $770 million (62 percent of Total tax base) .
G . Demands for sewerage service are created by two broad classifications:
(1) present users , and (2) potential users (owners of improved or unimproved
land not connected to the system but adjacent to it) . A systcin of assessing and
recovering the costs of these benefits must consider the following:
a. Equity among Present users .
b. Equity among potential users .
c. Equity betvaeen present and potential us;crs .
The distribution of costs in relation to complete equity in all cases is highly
unlikely . What must be attempted is the achievement of optimum equity in rela-
tion to the degree of benefits received by broad categories of present users and
potential users within the constraints. posed by statutory provisions a:.:? practical
administrative procedures .
7 . On the basis of our analyses , evaluations , and consideration to optini.:e
equity among users and potential users of tho District's sewer age system,
it is our recommendation that the governing board of District No. 3 consider the
.� .� .( 't.. .r..;..r'v"!'mow•"1`af7.3 l v,j; �„
use of a newer connection foe as a source of revenue . The purpose of the
connection fee would be to recover cost, of providing facilities in the near future
which will have sufficient built--in rapacity to serve future users . We also recom-
mend that the connection fee hr` inade applicable to connections made to a District
owned facility r to zany local collector sewer whic-h discharges into the District' s
se%verage system .
B . As the basis for formulating connection charges , %;►cc suggrrst unit costs of pro-
viding trunk and se\%'MJ0 trOatnaent-disposEll capacity . We e.-Almate
the unit casts of providing such facilities at appro.:imntely $645 , 000 per million
gallons .
9 . As the basis for c.omputincl connection charge fees , we recommend that the
governing board of. District No. 3 consider using avc_age anticipated sowago
flows from residential land uses which have L-erved a:; the basis to design masf.er
plan trur,. sewer faci:ities in District. No. 3 ,
10. Rased on the estimated capital cost of provi.riing re%vc�rage facilities , pro--
jectcd flows from residentiol IOnd uses : and current land Lire ,cvelopmcn.s
within the, llistr•ict, it is recommended that cos !-Aderation be given to the estab-
lishment of a residentiral unit connection charge of $250 .
11 . Commercial and inchistrial uses %,(,re considered in the same irianner as resi-
dential uses . It is anticipated t.aese uses will provide an average flow of
3 , 555 q allons per day per acre . At a Lriiit Ci:pital cost: of ti G5 for providing100
gallons of sewerage capacity, the charge would be approximately $2 , 300 per
acre . On a square footage basis , the capiUll cost for sc .":mace facilities would
be appro.-:imately $500 per 10 , 000 square feet of the facility. This rate is sucj--
gested as a general galieiC' In reco:3nition of the: %,,lidc variation in types of Indus-
trial and commercial uses . It is suggested the charge for major types of indus-
trial and commercial facilities he ad-ninistered on the basis of a close study of
the capacity requirements , type of discharge , number of enfployucs , and other
related factors .
12 . Revonue from connection charnel under rates suggested in th°s study could
provide as much as $2 . 4 million on the basis of the December 1972 study
of ne_. ,-torn development patterns in the District.
13 . Based on the estimated bond service costs for the $ 13 , 000 , OOt, of proposes'
general obligation bonds , estimated connection cha:-go revcj,aes ;•voula be
more than sufficient to service the bonds . Connection foe revenues in excess of ,
actual bond service requirements could be I-eld in reserve to meet future capital
needs , thereby malting it possible for the District to reduce the property tax rate
levied for the accumulation of capital reserves .
.,..h., �yr^ 'Mt / .y...a.,L:.+. IL`f�: �i+.�'.':�,;;5:^�•':.t;°,�•'i' ai?J '�;��`i'3c..�
CONTENTS
Pagg
INTRODUCTION . . . . . 1
EXISTING ORG'ANTI2tATIONT AND FAi:ILIVES . . . . . . . . . . . . . . . . 3
Organisation and Administration . , 3
Existing Sewage Collection I'acilit:irs . . . . . . . . . . . . . . . . . 3
Existing Sewage Treatment Facilities , , S
Financinq Existing Facilities
Assessed Valuation and Tax !fates . . . . . . . . . . . . . . . . . . G
THE PROPOSED SEVVE'RAGE IMPROVEMENT T'ROSCi11M . . . . . . . . . . . 0
Proposed Sewage Collection Facilities . . . . . . . . . . . . . . . . 0
Proposed Joint Tl-'=atnwnt l'acilities . . . . . . . . . . . . . . . . . 9
INANCING ALTERNATPIES AND RUG0!\fi1\4END1;D PINANCING4 PLAN . . . . . 10
Projected Cash flow IX,ficita . . . . 10
Financing Gapabilitie:t . 10
Evaluation of Financing Altern,-it.iv(-s . 13
Recommended financing JAethod . . 14
Recommondod Bond Authorization . . 15
Estimated Bond Services Costs . 15
SOURCES OF REVENUE TO MEET DOND SERVICE COSTS . . . . . . . . . . 18
Recent Development. Trends . 18
Summary of Findings Relative to Recent Devcticipment Trends . . . . . . . 23
Beneficiaries) and Achieving Equity in Providi,q Sv%verage Services . . . . 25
Alternative 'Sources of Rovenue to finance Seererage improvements . . . . 25
Recc,mrne-nded Financing Alternative. . . . , . . . . . . . . , . . . . 31
Estimated Lovel of Ccnnection Charger . . , . . . . . . . . . . . . . 34
E. timateci Revenge from Connection Charges . . . . . . . . . . . . , . 35
Table 1 . Original Cost of Sewage Col Iectionl'acili ties . . . . . . . . . 4
Table 2 . Original Cost -f Joint Treatment I'milities . . . . . . . 5
Table 3 . Assessed Valuation , , 7
Table 4 . Secured Roll Tax Rates . 7
'fable., 5 . Sewage Collection Sy::tern Elements . . . . . . . . . . . . . S
Table G . Proposed Joint TreL-A rent Works . . . . . . . . . . . . . . . 9
Table 7 . Statement of Projected Cash Flow -Assumes Construction of
Phase 1 (46 nigd) Secondary Treatment Only . . . . . . . . . . 11
Table 8 . Statement of Projected Cash Flow -Assumes Construction of
Three Phases (196 mgd) Secondary ir;mtment . . . . . . . . . 12
Table 9 . Estimated Bond Service . . . . . . . . . . . . . . . . . . 17
Table 10. Building Ponnits Issued for Dwelling Units . . . . . . . . . . 19
Table 11 . 1971 Valuation of Building Permits for Dwelling Units . . . . . 21
Table 12 . Estimated Per Capita Cost for Stinitary Sewerrge Servl-
in Ocvner Occuplec' a-Tousing Units . , . , . . 24
Table 13 . Conneetic,i, Gbarges for Single-Famlly Units in ;carious
California Communities . , 30
Tablc 14 . Trunk Sewer System Coat Elements , . . . . . . . . . . . . 32
Table IF . joint 'Treatment Works Cost Elements, . 33
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JNTROMTCTIOI�T
Grange County Sanitation District No, 3 provides sewage collection , treat--
mont and disposal service to a rapidly rlCvOlopincj arek-i of more than 97 square
mile:.; in northwestern Orange County . The District',; service area inclLldcls the
Ciiti(s Of Buena P: it , l:yl.)I'f'f :; , La Palma , Los 11 alllito.; , a11d SoLalIfOrl; SubStillltic11
por'i.ons, of the C%itie of Anaheim , Brea , fountain Valle , , I'ullerloii , Garden Grove ,
13111,10llgtoll Beach , "I'a Ilrlhrn , `tezd Beach , and Westminster; and unincorporated
-ire-is of Orange County .
The l_)opulation of t1w, nis:trir..t has increasc,d rapidly in recent years, from an
es4imilted 50 , 000 ill 1950 to moo, than 400 , 000 ill 1973 , Development withirl the
District has been predominatc'Iy le—sidenti1il in character; however, a substantial
amount of commerciial md ill dIIr,tri.i►I developII-]ent hE's inIso taken place. Ovcr
the past toll year; tho District' s; asse.s;;ed w0utation hw; drown from $488 , 729 , 500
ill 19G3/G/1 to $ 1 , 2 5f1 , 9M , 910 in 1.972/73 , an incre.a.-,e of nearly 160 Percent.
It is tlnticipated) that continued grov.,th and developnicrlt will talc place
Within thc. District l)c;C.aLi` C' of its mild clirnate,• tho availability of land suitable
for furth('r rosidentiai, , C:ollunel-Ciiil , and il-!dw.trial dovc'lopri ent; adcquate Water
supply; excellent, hiCjhway ; air, and roil tr msportatioll facilitics; and its strat-
egic lacr,tiun in the, c,colaulnic:ill)�- diversified !-outllwe!; orn rc gion of the United
States u.c ritering t-:bout. Los Angel(-; , and it" of Orange , River--
side , and V(mtura .
To meat its exkting rand antiriptated future nec,ds , the District initiated a
seven--year trunk sc-v,,(,r improvement program %vhicll is estimated' to cost more
than $29 Million over the period 1971�7'2 throtlell} 1977j7" , Concurrently, tho
District, in conjunction v. ith six other Orc317ge County sanitation districts , is
in the process of up;rOding jointly owned se%vage treatment works to meet State
water quality control :.Umdards . The estimizAcd cost of upgrading jointly ov.,ned
primate treatment facilities is appro--:imatcly $2 .1 . 2 million. With respect to
t secondary treatment facilities , federal standards have not been finalized
Lor✓ever, Indications are that: a dogree of secondal-y treatment equivrllent to
activated sludge will eventually 1)cl required . The consulting engincers estimate
the cost of activated sludge secondary treatment at approximately $ 100. 0 million .
Gash floe.► projections of anticipated revenues and e:.:penditures Prepared by
the Director of I'inance indicate the major portion of the sevverage improvement
program attributable to L7i.:;trict Inc. 3 can be financed from existing revenues ,
property tar, revenues at e.;j .;tiny rates , federal and Satre C011'Struc:tion grants ,
and other miE32cellanuous revenues; however, a si;;ahlc cash flow deficit is e;;--
pected to occur in fi:;c;,l year 1.973/7,1 . Tho magnitude of the cash flow deficit
to Implement the trunk so%ver prog1iam, the District's share of primary so%vage
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treatment f(cilitics , and Stage 1 of secondary sew(age.; treatment facilities is
c.�,tirrtat.�d at $,5 million. Should Stages, 2 and 3 of .iccondmy sewage treatment
facilities be requircd as anticipated by the con ulUno e11c1i tine 111a gnitude
of the District' s cash f.lo;-; deficit could inc:rewr e to an estimated $I2 . 5 million .
To ;lssirt the District, the firth of ;tone & Youngberg Municipal Finilnr:ng
Consultant , , lnc,. was. engarjed to develop a fitttlt�rNg plcln to en;lble the District
to complotc, its; progrirm of ,>crweragc systcnl improvemrnts cis, scheduled through
1977/ 8 . Uur findirlcj;• , COr1G1u:,iont, , and recommiendation:, are presented in the
accompanying rcport.
f
-z-
EXISTING ORGANI7.ATION AND FACILITIES
ORGAi`J17,M10M AND
11I )M11\1I.I'1 RA"1'1ON
Oranctc County Sanitation Dis;tric:t No. 3 operates. pursuant to provislorls of
the State of Califol-10.1 Health and Snfoty Coda , Sections, 4700 ct seq . The Di s--
tl'iC:t• is olle of r-'even County swiltadon districts which provide sev.,erage service
to an area of. appi-0::11,lately 320 square miles; of northern Orange County. Each
of the SC've'n districts; Z1170 1'es;p()ns:il:�lc for the can5tl'uc:tion pri, OCltinn and
Main-
tenance of t:hoil• rep--puc:tive portions of approx1imately 400 miles of tl'unk sevvers
and 27 pumping slatiun:, . T11C :;even districts joint];` cnvn and nravidc' for the
Operation send maintenance of t-wo sewage' treatnlrnt plant:s, , eonticcting trunks ,
Pumping stations , tend two occ'i.111 OUtfalls: .
The govurnincj hc>>rd of I:)Istrint No. 3 consists of sixteen members including
the mayors, of I " citiC's , h1J71'C1 111(:I1111C'rr Of t%"JC) s;cll7it:i3ly C1istliCt.`i , and aInelnbC't'
of the Ormicic County 13oard of SLIJ.wrvis;ors . Thu governing board of the seven
Orange County Stanitntion Districts; have formed a Joint: Organi,.ation pursuant to
a joint of powers r3clrccrnc-nt. The ]dint Orgt3ni;:ation is responsible for
the Coll s,t.rtictioil , oprrtction , and maintenance of joint facilities. Shire of ov;m--
ea-ship of joint faC7111 9cs is adjusted amon(t the Districts on tin annu-71 bi-tsis to
meet the: rc spective needs of each District. Operation and in ai.ntenance cos;ts;
of joint facilities are prorated among the Dis;tricts ell the, h)asis of their propor-
tionate shf-Jre of use.
Day--to-day administration , operation , and maintentanco of individual District
and joint facilities is provided by the joint Administrative Organs ation through a
staff of 165 authori;.ed personnel . Servicos provides] by the Joint Administrative
Organization are distributed among thy- Districts on a cost-accounting basis .
EXISTING SEWAGE
COLLECTION FACILITIES
Elements of District No. 3 seNvagc collection system and their respective
costs are shown In 'fable .1 . Cos.,t data are based on District No. 3 proportionate
capacities in the Magnolia and Miller-Holder trunk sewers which are shares]
with District No. 2 and I)istricst No. 11 , respectively.
The area served by District No. 3 consists of three basins: (1) Westsid,:,
(2) Central , and (3) Magnolia . The Westsido Basin is served by the Los Alamitos
subt:runk. Sewage collected in the We:=aside I3asin is pumped through a force
main to the Central Basin's main collector, the Miller-Holder trunk . The south-
western portion of the Central Ba:•,in is somyed by the Noxvland-Delmvare trunk
and force main. The Magnolia Basin is served by the Magnolia trunk.
-3-
Table 1
Orange County S7nitnHon District No. 3
Orlgilial Cost of Sev.,agc Collection I'adlities
June. 30 , 1972
Sewage Collec:;tioi7 I'acilitics:
Miller Holder Trunk . . . . . . . . . . . . . . . . $ 8 , 530 , 727
Magnolia Trunk . . . . . . . . . . . . . . . . . . 2 , 00?. 1663
Los Alamitos "iuhtrunk . . . . . . . . . . . . . . . 862 , 031 r,
Wc,-stmin stvr 13rz►nc:h Knott Trun}: . . . . . . . . . . . 801 , 043
Scal Beach l,uul c�vard intc�rc�c.:I,tar 651 , 314
I-100ver-wester-11 suhtrur►}: 650 , 117
Beach Bouleviird Rulicif . . . . . 529 , ()62
Uranc�c�-�1�r:r,tc:r Suhtrc�nl. . . . . . . . . . . . . . . 485 , 429
D,ev'Iland Dcla%varc- `I'run}: meld) . . . 147 , G25
hi-le.-,in Branch . . . . . . . . . . . . • • . . • . 145 , 093
BoI na Avenue Tr-un}: . . . . . . . . . . . . . . . . 84 , 197
East Jmperial Iliglit:,ay 7Y1 nl. . . . . . . . • . . . . 79 , 432
Bushilyd I:cliuf 7'rurl. . . . . . . . . . . . . . . . . 47 , 715
Orangethrohe Trunk . . . . . . . . . . . . . . . . 44 , 031
Pullip Stations and Force IvIa1►1s:
wostsidc. . . . . . . . . . . . . . . . . . . . . r486 , 893
Nowland Strict . . . . . . . . . . . . . . . . . . 35 , 604
I'Vc,Ami.nster Avenue . . , . , . • . , . 4G7 , BG5
Seal Beach Boulevard . . . . . . . . . . . . . . . 420 , 189
Easc roc nts and Rights of Way . • . . • . . . . . . . . 23G( 105
Total Cost . . . . . . . . . . . . . . . . . . $ 16 , 795 , 1r4 0
Averauc, District No , 3
laler'ent Capacity Capacity Rights
Miller--"lolder Trun}: . . . . . . . . 45 . 0 mgd 36. 8 mod
Magnolia Tninl: . . . . . . . . . . 28 . 3 m9c] 18 . 3 ingd
Nowland--Dc21aware Tntnlc: . . . . . . 4 . 0 mg(I 4 . 0 mgd
Total . . . . . . . . . . . . . 77. 3 mcid 59 . 1. nlgd
-4-
Existing 7verarle se\vage flows through the Miller--I•Iolder and Magnolia
Trunk sewers are at full capacity, and on frequent. occasion; , sewage flown,
exceed c:apticity, causing surcharge.,., in sections of the system.
EXISTING Sf;VIAG11,
TI2I TIVIIENT 17 CJLI'1'IIaS
The joint Treatme tit Work f, consist of two sewage treatment plants; two out-
fall hooster pumping st;itions; two autfall f:owors and interconnecting sQViers ,
power transini-slon linos , (.:0111I1111I1ic�lti.ons, Cable:. , and digester gels pipe.
Treatmont Plant No. 1 has an nveracjc, primary treatment capacity of 46 mqd
Plus 15 mcJd Of : CC-011dc,ry trC8t1nonL capacity . Treatment Plant No. 2 has an
average primary treatment capacity of 138 ingd plus 2 mgd of secondary treat-
ment facilitie.. . The original c,,,);;t of joint 'Treatment Works is shown in Ta);lc, 2 .
Table 2
County Sanitation Districts of Orange Count),
Origimil Cast of joint Treatment facilities
Lend and imprwensiont . . . . . . . . . . . . . . . $ 1 , 307 , 209
Collection fa
. 2 , 840, 248
Sewage trc7t:ment facilities . . . . . . . . . . . . . 1G , 32G , 0119
Sewage cli.,posal facilities . . . . . . . . . . . . . 18 , 111 , 200
General plant and administrative facilities . . . . . . 4 , 349 , 111
Other property . . . . . . . . . . . . . . . . 124 , 071
Work in progress (ij . . . . . . . . . . 17, G00 , 000
Estimated Total . . . . . . . . . . . . . . . . $60 , 717, E100
(i) Include: approximately $ 12 , GOO, 000 wider construction
plus an estimated $5 , 000, 000 needed to complete such
construction .
District No. 3 share of Joint Treatment Facilities is presently 32 . 79
percent based on the allocation formula contained in the joint Ownership,
Operation, and Construction Agreement amoncJ L11c seven individual Orange
County Sanitation Districts .
FINANCING EXISTING FACILITIES
Existing sewerage facilities of the Orange County Sanitation 'Districts have
been financed principally an a pay-as--you-go basis supplementcd by general
-5--
obligation bond proceed, as nc'edc`d , joint rev.►nqe tre �atntr..nt facilities have 1jeell
financed on a pay-oaf-•you•-qo basis With the exception of the 0119inal f,7cilitic�^
acquired in 1951 through the s;ale of cloneral obligation bond issues by individual
districts . The District No . 3 sllare of facilities; acquired in 1951 amount to
$925 , 000 (seNN,zacle treatrnent and outfall facilities) and $547 , 000 (existing trun);
sewers) , or a total of $ ] , 472 , 000. The s,ourcc.s of District No. 3 funds to ac—
quire tho 1951 facil itic,:.: included: cgencr<al ohlig ation band proceeds of $ 1 , 364 , 000
and $ IOt, , Ot)U of State aicl , Presently , $629 , 000 of 1951 bands are outsttanding .
5owage collec:tioll facilities in District No . 3 hiivo been financed since 1959
by cap=h ("'1 "316 , 540) , Yederal chants ($916 , G00) , and gei-leral ohlinatlon
bond proceeds ($ 1,31 , 015 , 000) , of which $8 , 000 , 000 tare outstanding .
The tabtilation hc.low s umrnr3ri:,es the sources of capital funds used to fillanc.e
existing Disatri.c:t JR). 3 sex,,, agc, collection facilities .
I3ond proce('d; .$ 13 , 5G2 , 000
Cash res:rrvn,: ? , 31G , 540
Federal arid State akis 91 G , G00(i)
Total . . . . . . . . .$IG , I95 , 140
(i) Assurrar_,�- no fit-atc laid for acquisition of
existing trunl: se%t.cr f�aci.litie:_; in 1951 .
ASSESSED VALUATION
AND TAX RATES
Since tile 1950' s , Orancte County has been one of the most rapidly dcvelclp-
ing large counties in the nation. Orange County Sanitation District No. 3 has
shared in this development. Since 1959/60 the District's assessed valuation
has increased 334 percent from $209 , 716 , 350 to $ 1 , 258 , 979 , 910 . The percent-
age growth in the District's assessed valuation has moderated in recent years;
however, in absoliiLe terms , it is anticipatod that the District \,%►ill continue to
experience substantival growth in its assessed valuation . Table 3 shows the
District' s assessed valuation over the period. 1068/69 through 1972/13 . The
Director of Finance has conservatively estimated that the District' s assesscd
valuation will continua to increasC over the next five years at tic, rate of rap-
proximately five percent per year.
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Tabl e 3
Orange G'Mllity SEirlitiltjoll lei MI-ICL 1\10. 3
Pisc�ll ,Secured Unr(-,curc:d �� w
,.'ear ya111aIiC)i-1 Velluaticm Total
196f;/G9 $ 831 , 2.2.7. , 100 $13 , 561 , '1 $ 844 , 783 , 650
1969/70 892 , 018 , 380 14 , 992 ,/IV0 907, 010 , 8u-O
19'1U,/11 1 , [143 , 355 , ;30 17, 580 , 050 1 , 060, 934 , 580
1971/72 1 , 090 , 735 , 990 16 , 430 , 330 1 , 107, 166 , 32.0
1972/73 1 , 238 , 713 , 790 • 20 , 266 , 120 1 , 2S8 , 979 , �) 10
The Ortinctc, County Sanitation 17i:,tric:ts collectively , and OranUe County
Sarlitatioll District. No. 3 individucllly , 11M'C' in financing sizahlc
SCWCINICIC ilnprov(,Im'nt:, as n("oded oil it basis with it nliniimull
use of bonds . 1I('latively fc\,., public entitics enn match Lhis inchievC'ii ent. Tax
rate levels , based oil they average annur.,i rate of all I hAricts , have dec:rca:,c�d
from slightly le5:, tho n $0 . 44 ill 1964/65 to le:,:_ thin $0 . 39 in B72/73 . Over
the Sim-w period , tic, sccurcd tax rate? of Di..l.rict No. 3 fluctuated in the rarigo
of $0 ,3,839 to $0. 479 . In recant years , t1w tag: rate of District No. 3 has )-c --
mailloc' relatively stable as shown in 'I'Tihlc 4 . Over the five year periocl njore
than 70 percent of the, averacle total tax rate, was allocatccl Lc the Accumulation
of reserves for capital outlay v.ith thc� rumaindr.r allot-cited to operations and
bond service.
Table 4
Orango County Sanitation E)istrict No. 3
Secured Roll 'Iax hates
ACCUinUI aced
Fiscal Operating I3ond Capital
Year �^ Fund Service Outlay Total
1968/G9 $0. 0652. $0. 088 1 $0 . 2661 $0. 4194
1969/70 0. 0565 0. 0791 0 . 3437 0. 4793
1970/71 0 . 0391 0 . 0795 0. 3555 0. 4741
1971/72. 0 . 0773 0. 0778 0. 3190 0 . 4741
1972/73 0 . 0539 0. 0631 0 . 3569 0. 4739
Averages $0 . 0584 $0. 0775 $0. 3262 $0. 4642
Average of Total 12 . G% 16 . 77a 70 . 7% 1005�
-7-
THE PROPOSI.'D SEWERAGE IMPROVEMENT PROCRIIRI
The District No. 3 lMard has nclopted a mt►stor plan for trunk Prepared
by Boyle un(Onc'cring , r.c>nr.tlltinrr mlyjrleers . )ohn G'arollo Engineer.,; hass, prepared
prelimintsry cost for nouded improvements to joint treatment: facilit.icr,
Over the I exL five years as part of the devolopmellL of a Inaster plaIl . The goneral
scope of. those Jnlprovomont:' and their costs ' as estinvAed by the consulting c:n--
gincers .11-(, cic;r,r.ril�� cl belo'.v.
PROTIOLSED SLIA'AC;);
COLLECTION FAC:JIYFIES
The master plan sy:;hmi of trun): s mvor facilities, is dcr:icjncd to relieve the
presently overlctided A4zv.jno1. ir_i and trunk s,m%,cr<, and meet District
No. 3 anticipOic.'d need:, for -ev'mcle c:ollc.'et:io�n fac•ilitirs at ultfinaLe development.
111ILL1I-Cl fIOVJ : \','(T(C USH111ated by the t:Cfrl`;111tI11:J engineer:- on the basic of antici-
pated land usus7 c;ontainc:d in v.oning snap zmd comprehensive general plans of
citic-, lyilig v jthill the 1,l::tric-t' r, s>ervk.'e 01-(2a , field iiivesticjatiotlra of ���:,s;i.ewatc:i
f]O%', fI-oln re:ddential areas , and other empirlCal sources . I'Vork
cn the mzifiLer plan pror1rci n %vii s l:ogun in 1068/69 and is s.chedulcd for completion
by 1977/18 . Upon Completion the I.7ist-rict No. 3 triml: sc v.,ur syCtem %will have an
averaqu capacity, of 159 . 1 1ngd . Principal clement:. of the n1nster plan program
needed to complete the system ayc� -ho%vij in Table S .
'fable S
Orange County Sanitation District I`To. 3
Se%vagc Collection System Elements(i)
Estimated
Element Cost (ii)
Knott Trull): . . . . . . . . . . . . . . . . . . . . $20 , 9ti6 , 000
Wests9de Relief Interceptor . . . . . . . . . . . . . 2 , 098 , 000
Orangethrope Relief 'Trunk . . . . . . . . . . . . . . 1 , 80U , 000
Share of Interplant Jnterceptor . . . . . . . . . . . . 1 , 189 , 000
Westminster Avenue Force IvInin . , . . . . . . . . . 6601000
Magnolia Interceptor Enlargement . . . . . . . . . . 216 , 000
Lalnpson Intcrcreptol. . . . . . . . . . . . . . . . 32 7, 000
Bolsin, Imperial , Katella, and Crescent Relief Trunk . . 1 , 275 , 000
Other improvements . . . . . . . . . . . . . . . . 5SB 1000
Total . . . . . . . . . . . . . . . . . . . $29 , 009 , 000
i) Needed to complete master plan.
(ii) Estimated by consulting ene7incerss which includes 15 per-
cent for engine^rind , contingencies and administrative costs.
..B_
PROPOSED )C7lltT
TREATMENT FACILITII,S
The proct► ,am to increase ana upgrade existing .joint treatment works provider,
for the 36 anctcl of addit.ioni,! primary tro attncnt ca}zacity. This would Increase
primary treiat. rent Capacity of the joint war}:s to 220 amid , The addition of 196
rngd of secondary tre aLvient. facilities equivalent to activated sludge has bean
proposed in t}irc c stage.,; by the cora:�ultinci engineers on the assumption tbat
Federal stand'-ards v,►ill eventually rc quire; this level of secondary t.rcatment.
Thu estimated c:ot;t;> of the proposc;cl joint treatim--nt works are shov,►a; in Tablo G .
Table G
Orange County "ra A ta ti on Ili t-a i ct: No. 3
Propo sod Joint '"roatr►acnt Works
Estimated
Element Cost(i)
Primary Twee atment - 36 angd . . . . . . . . . . . . $ 21 ,200, 000
Secondary Treatment
Stago One -- 9 G m(id. . . . . . . . . . . . . 24 , 480, 000
Stage Two -- 75 mgd. . . . . . . . . . . . 36, 720, 000
Stage 'Three -- 75 angel. . . . . . . . . . . . 39 , 600i OOU
TotaI . $ 122. , 000, 000
(i) Includes callo\vances for engineering and incidental costs .
Upon completion of the proposed joint treatment improvements for 1977/78,
the joint treatment works would have: a combined primary-socond ary capacity of
196 mgd with 24 mud of primary treatment capacity available for eanergency or
standby use.
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FINl1Tt C MIG, AI-,TERR1ATII�I S
AND
RI'sCOIvlMf:1`1U1;17 FINAHIGINIG PLAN
I'ROJEC:'I'ED C,11SII
FLOW DEVIC:I'1'S
On the 'Wasis of tiv� consulting ongineors' cost estimates and construction:
schedules , ilae Director of Finance ha.s projP(:t(.rd funding ncods of Ili.st.rict No. 3
to imp)ernent tho mastor plan trunl; sewer progr<aill; nic-ot its sllal'C' of C� tlmdt.C`(l
capital cost of the propo.ed joint treatment v,Jorks improvement program; provide
for their District' s share of projected operation.,, and naaintenanc.e costs; and debt
service co!-Js on District bonds .
Two projections were made and have bclen updat(!d . The first, shoe%,n in
Table 7, indicates Y)isti Je:t IN1o . 3 would expc�ri(!nc;e cl maximum cash flo%%, dr,fic:it
in 1973/7,1 of appro::iink-;tcdl , $4 . 85 million . This projection assumo:c compietion
of tine master plan trun): sci,,,er progriain and the fi.r:;t sty.:ctc (40 ingd) of secondary
treatment improvement.., to the joint treatirlent The second projection ,
shown in Table 8 , indicator that ).)is-.tric,t No. 3 would exj)erieIlce to mz3>:inaunl
cash flow deficit in 2974/1:) of $ 17. . :; million. 'Phis projection
assumes completion of th.-: dirce stag(,s (19G mg(l) of. �:econdary treatment Dn-
provement.s to the joint tror-tmrnt N%,orl::, as %,,eH as this ma.-A_r plan trunl. se%ver
1.: ogram .
In both cash flo%,, projections , rcvenuo projections wore made on the same
baser: , i. e. , propert}, tax I'evenue oil the 1)asi:: of Projected assessed valuations
and maintenance of the property- tax rate at the 1972/73 level; Federal and State
grants--in-aid equivalent to 87-•1/2 percent of eligible joint trecAment works
project: costs; projected levels of revenue from other sources; and estimated
available cash reserves .
FINANCING CAPABILITII.S
A County Sanitation District, pursuant to Section 4700 et seq . of the State
Health and Safety Code, is empowcred to:
1 . Isstte (jeneral obligation bonds approved by two-thirds, of fhe
voters at a bond election. There is no statutory limit on the
amount of bonds that may be issued. Such bonds may be payable
over a period of not to exceed CIO years and interest rotes may not
exceed seven perco.nt. I r
-10-
rt{. +. .1y !,y7Zr.,� ..a l.tbY,t{.}r.A%:•"Y.' ra".( ,.:'r,(� rj ..r . . cr.wr -
x
Table 7
COUNTY SANITATION DISTRICT NO. 3
STATEMENT OF PROTECTED CASri FLOW
ASSUMES CONSTRUCTION OF PHASE I (46 :4;rd) S=,CONDARr TREEATVE-NT ONLY
FISCAL YEARS 1972/73 THROUG-H 1976/77
Description 1972/73 1973/74 i51)74/"5 1975/76 1976/77
REVENUE:
Tax Revenue (at current tax .
rate of $ . 4740) . S 5 , 661 , 000 $ 5 , 944 , 000 $ 6 , 211 , 000 $ 05 , 491 , 000 $ 6 , 783 , 000
Other Revenue:
Federal and State participation
joint Works projects . . . . 1 , 799 , 000 3 , 007 , 000 6 , 150 , 000 3 , 804 , 000 866 , 000
District projects 192 , 000 182 , 000 ----- ---- ---
Sale of capacity rights . . . . 177 , 000 1 , 000 1 , 000 566 , 000 15 , 000
Miscellaneous . . . . . . . . 721 , 000 220 , 000 150 , 000 150 , 000 150 , 000
Carry over from previous fiscal year 11 , 821 , 000 10 , 2=2 , 000 2 , 10^ , OCO ?0.5 , 500 2167ir500
TOTAL FUNDS AVAILABLE. . . . $20 , 371 , 000 S?9 , 606 , 000 $ 14 , 520 , 000 511 , 916 , 500 $10 , 491 , 500
EXPENDITURE::
Disuict construction $ 4 , 992 , 000 $ i1 , ?11 , 000 S 5 , 722 , 000 $ 4 , 383 , 000 $ 1 , 6751, 000
Share of joint works construction . 3 , 095 , 000 4 , 449 , 000 6 , 021 , 500 2 , 622 , 000 1 ,002 , 000
Bond retirement and interezt . . . 858 , 000 87.7 , 0'30 707, 000 777 , 000 756 , 000
Share of joint operating . . . . . . 792 , 000 812 , COO 855 , 000 1 , 116 , 000 11 aa8 , 000
District operating and other
expenditures . . . . . . . . . 362 , 000 299 , 000 ? 19 , 000 341 , 000 365 , 000
TOTAL EXPENDITURES $10 , 119 , 000 $ 17, 495 , 000 513 , 714 , 500 $ 9 , 239 , 000 $ 4 , 956, 000
Carry over to following fiscal year $10 ,252•,000 $ 2 , 106 ,000 $ 905 , 500 $ 2 , 677 , 500 $ 5 , 535 , 500
Less: Necessary reserve for fol-
lowing year dry period . . . 8 , 852 , 000 6 , 956 , 250 4 , 703 , 500 2 , 632 , 500 2 , 908 , 000
Fund Balance (or deficit) . . . . $ 1 , 400, 000 (S 4 , 848 , 000) (S 3 , 803 , 000) 8 45 , 000 $ 2 , 627 , 500
WA
Table 8
COUNTY SANITATION DISTRICT NO, 3
STA T EIJIENT OF PROJE'C T ED CASH FLO.V
ASSUMES CONSTRUCTION Or THREE PTi SES (196 : gd) SECC1NDARY.PEAT1%4ENT
FISCAL YEARS 1972/7? ;'-iTn;7 1976j 77
Description 1972/73 1973/7 19 A/75 1975j76 1976/77
REVENUE:
Tax Revenue (at current tax
rate of $ , 4740) . . . . . r . . $ 5 , 661 , 000 $ 5 , 944 , 000 $ 6 , 211 , 000 $ 6, 491 , 000 5 6 , 783 , 000
Other Revenue:
Federal and State participation
,oint Works projects 1 , 799 , 000 3 , 007 , 000 6 , 150 , 000 10, 460 , 000 11 , 926, 000
District projects . . . . . . 192 , 000 182 , 00 0 ----- _-- _-_
Sale of capacit'' rights . . . . 177 , 000 11000 i , 000 566 , 000 15 , 000
Miscellaneous . . . . . . . . 721 , 000 220 , 000 150 , 000 159, 000 150 , 000
Carry over from previous fiscal year 11 , 821 , 000 10 , 252 , CC0 i_ 2.-1-/ n00 '7. , 82(? , nnn) S4 , G571500)
TOTAL FUNDS AVAILABLE. $20 , 371 , 00C, $ 191506 , OG0 3% 14 , 3= 9 , 000 , 247 , 000 $14 , 616 , 500
EXPENDITURES:
District construction . . . . . . $ 4 , 992 , 000 S111111 , 000 8 5 , 722 , 000 $ 4 , 333 , 000 $ i , 675 , 000
Share of joint works cons tmction . 3 , 095 , 000 4 , 720, 000 9 , 476 , 000 12 ,407, 500 10 , 115 , 000
Bond retirement and interest - 8581000 227 , 000 79 7, 0Cr_1 777, 000 756 , 000
Share of joint operating 792 , 000 C12 , 000 6' CCO 1 , 116 , 000 I , 153, OC'0
District operating and other r
expenditures . . . . . . . . 3882 000 _ 209 , 000 319 , 000 3a 1 , 000 365 , 000
TOTAL EXPENDITURES - $10 , 119 , 000 $ 17, 7c"9 , 000 817 , 159 , 000 :19 , 104 , 500 $14 , 069 , 000
Carry over to following fiscal year $10 , 252 , 000 6 1 , 837 , 000 (S 2 , 820 , 000) ($ 4 ,257, 500) $ 547, 500
Less: Necessary reserve for fol--
lc%ving year dry peri.ed . . . 8 , 987, 500 8 , 683 , 500 9 , 641 , 250 7, 189 , 000 4 , V r,3 , V 0110,,•�1
Fund Balance (or deficit) - 5 1 , 264 , 500 ($ 6 , 846 , 500) (S12 , 46I , 250) ($11 ,446 , 5001 1$ 3 , 521 , 000)
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+,�,Jy�y rr .,-�� , �1 rw��.,.• r i' A,!`1 �,' _ 1y � � �51,.�^M �'`F' ! t'Y,�.t.�� . �,r ,wt„J •4. ,1'1 �.i 1�, ..��',Yn•tA Q^�,��l.a ��' `.��T h, {,' i ..7y�. 'l�"�r'•"1 4►.'''1'"r�.r -� f� !� 4 >, �' r -,-� , �Z +'f � f tw '�,r Y1,j�•, ,f. 'F �" ?tarot !"'�Y":,�+'.e'y��taY.� 1� ^r�C-, }:�";� �• f•' r7riAf.!'1 py,�SM
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,, t. ,•, •; r , { ;i t, ''S. � � 1� z � �'r. : 'l, :G �L,y, 3. ,t �• r � ,r e� � L� `',[ �..�,'�.�„a�'.,,X,M.,J,. �.- '�. •.L•`'� .11.r:, rw.91 '�,.. A°',{ i. '.!)y,l• ';h, �.}Z,., yr:�1' 'y :� r -( `��"'1b \! :f� ` �`r ��r� !'.ii}t +r '',�r S.2'Y �'L: ..� 'r�',�.',,`,•. 4� f��1�i
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a• ;e r. r S,. r � r: qk �. ., �, bra i j Sl. it �, ,( t , # kj „r + +,, ,4J•.,tip' Jstr,r.5'.� 2 ft� ,1 `+ a�: L ,o, \,. ♦ =r !-
�, ! '1 tr LL:� .r� r rt7 +, �r:,'b,:+t d H,_, 1 r„ t• t 11
}fir' i. �t� F\F 'r• ,-St. ,i. .1°,.�i .,ti7• �.y4 ,.��.-'r ..f ,t,., y j + f �C �(i '�, �. 1 y.,, `r ;r .r��y ,F. pf.? .r -� .k, .M': .r,� . .? ".)J, .`r« •7, 'rX .t, r dt i }
jo. ,f r�.,,....�+t..,. _ "+{4...w...�,V � f.4 •:-�,�-r,.,.y._..,*r.t,Nia.._, ti..v ., • t,.� *•'F '4 r't
Revenue bonds contain the folln%-,,!Ilg fccituro.s: (1) funds for the ji,-lynient of
the borlds are cderivud -c-l( ly frurn tllc):;c: N-,lho llre the facilitie r for which the 1?orlds
arc, is!"Lled , (7.) such bonds, are jwiy;ib1c.: solely {rolls the revc1111(�:-, of tale project
and earl never beconle a lio)i acJ;lil►: t 1•c zil projx-,rty , and (a) t}lc b0llds may hi-, allth-
ori xed by it ,;irt,ple inajority vote.
The of revenue hands arc. : (1) revenu(,s to secure their pay-
ment must be at Iozi5,t 7.;) to 0 j"lr,rc-Cllt ill c:;cry;;;: of actual requirenients , (2) a
reserve fund must lie c l-catecl c!s aclditioncll se'Clll•ity foI' tI1C'il- paylnc`lit, thus Ill-
creasing cripiMl rcquilonlunLs; , (3) c)%-Jric,rr of prolwity not using tho service pay
nothing to" and t1w bonds; even thougl-, 1aenc,fft Illrly 1?c, received from the project,
(4) the into iesj: rate, i:: us call; lliulic.r than r1ollel-Ell obligation bonds , and (5)
there 1:; relative inflexibility ill the nlclrlc. gelll('Itt: of the funds of th(`
In the obsenc:e of n proven record oi: derived from service c:har(jes;
and other lion- propolly too :'ourC:C:: rc:v��nui� bullcl financing by District l\TO. 3 is;
impractical rind )lot fc rig,- ,Ie.
RF,C0N'lM I;N I)i":)
I'lNIA `CIhTG TAIEThOD
Gencrz:' c;?ligation hones finr,nc:in(T is; the rno:;t prac:tictil and fezisihlc firlal]Cinj
alt:elrlative ci\'Z,ilable to District Nlo. 3 to implr`lnent the Inas t.cr plan trunk sewer
and joint treatment %vorl:s improvement progran) as scheduled .
The generid obligation bosses i:; the type of l)nncl moat often used by public
entiticr to finance irnproveinents %which provi( rk, gew-roll benefits- This type of
bond is ultinxltely sec;ilrc d by, and pay'lblc from , ad valorc ill taxes levities on all
taxF..,1)Ic proporty v,=ithin the issuing entit.y . If other revenue: are available , they
may be apphod toward the payment of debt service in lieu of pluperty taxes .
General obligation bonds represent the highest type of Credit that ii public entity
can issue and is a result: they can normally be sol.cl at iIterest !'age's C0111--
a7reci to other types of bonds .
Gc';leral obligation bond alithori;.ations niny be divided into series; ants soled
separately to coincide N-,,ith the need for projc,c.L fund s . 1lutliori ed bUt unsold
gencral chligation hond:; create llc) liability foi- the District despite tier fact that
the authori ation to Call the bonds is unlimited as to time . The principal ad-
vantages of financing by th:r issuilnce of gullercil obligation blonds are lower
interest costs and greater flexibility in raising funds; to inect bond scn►ice Casts .
The two-thirds vote requirement to authorize gonerll obligation bonds may
be considered a disadvantage compared to authori:ation requirements of other
types of bonds; however, C.xPe 'ionce has sho1v11 that voters cjeilerally approve
general obligation bond authorizations when the needs for the project are clear
Ind I.
`inancim costs are rc-coinn1Cnded and equitrlbly distributed vinong beneficiaries.
-14-
, /,. ,�«• :a'.�w jv�f. ,`z�(il'-.<.' ..+, •iytik +� "r:t '•k• 'f' 1
In the• (went of the failm-(` of a clellorill Obligation bond election, it might be
possible' to tho pro'.11,t:111s; 1111deI' I'CCc'lltl)' erltic:tecl Ieciis;lalion (Chaptor '164
of flit 1971 f;tiltuk,r:) an illlihority cIe atod throucill it joint o>:ejcl�,(,
of puv,,ers agreemc•rIl to finallc:e ,;o%v(?rao(' talc:ilitlC':; %vit11 revenue honds pul—tlailt
to rhea Roverluc` Bond I ay. of apl-)1'ovc-d by thC Within the e100gritphiral
area :;crvc d by the vitiLhorit.y . This, lugislatioll furthc`r provides, thclt 010 WILhurity ,
to corlltI�' Vlith n c'r(-1.;e -arld-de.cis L Older or other action O.L the appropriate res-
gional \.'ato..r quality control hoard , may bonds, by ordinance md)-
je`C:t: to 1'('fC`rC'11C1111t1 its fillf-lnch tll!' Cons;trlw.tirm of ur ImILly nooded SeNvol-age fac-Hi-"
do, to (-ol1'llAy\-.'ith t•"nirr du,:ility control plans, . The.- joint Authority approacill '
wmild requiro the ilpproval of all Or<lrlgo Comity `'imitation Distrj(.t.s clue to the
cxist-Int.1 joint ov,ncrs;l►ip of fzIc-iliticss ,
71LCOM1\11EI'l DJID
BOND AUT1101;1Zr,'1'10N
At; pro.v.iou::ly not.c`ci , the 1n;1(mitude of the projec'Le l casll f1mv deficit 1�'('-ed
by Distric-t No . 3 mngess from 85 millioll to appro:.:jIm.11ely $ 12 . 5 million do--
pendintl on the tyl-W of s;erond,lry fa(:11 it.ie s; that ;'ill be required by
Federal and S'tclt(' 11) viUv.' of tllis' 11necrti!illt}, , it is r(-,c-olllr endcd
that. Dirtric-t 1\10. 3 '-,eu : clllthori;...:tion of $ 13 rilillion of (lcn(:`ral oMi(•jiltion boncls;
since the c:ollSultinq i:re of the opinion thrlt Feo(:r�11 and SU'Ite stEllld-
ards v,,III oventudIly recluirc• secondary tr(•vIt1;lc-nt eduivOlunt to etivatecl s'ludge .
1luthori nation of thin amount. of bonds: does 110t main that the full amount:
will he i.;s 11cd . Should federal anti StL . it111c1�1rds provide for sc�cvndary treat-
will at an (--,quivalent less, th_m autivaf.ed sludge for total District flow, facsilit:its-
could by financed with the isst1�l11c�e of that portion cif the authorization needed to
Complete the. program . Upon completion of the program , any authori.-ed belt un-
issued general obligation bollds could be held in restive to meet future nceds or
rescinded by the. Distric-t. Nlo. 3 g-:werning board .
ESTIMATED hOND
SERVICE C:OS'i'S
As a fundamental principle , the life, of a bond isslle should not exceed the
useful life of th( irllprovernent. Static StatUtess generally try to refloot this by
setting maximum 1irdts.; thot. lnay run. The 111axi1ntlt11 11.111i.t: of a bond is--
sued by the District is 40 years . Generally spcziHng , the shorter the term of
all is;suo , the better interest rate it. will bring; hrnvc�vr.r, a comparatively short
torn Issue Would il'11po se, an extremely heavy burden on preS011t 11S('r:; to Ine'ct.
accelerated principal payments, . Based on the mature of tho Dictri•,t. No. 3
project, and current conditions in the municipal bone] market, it is, recommended
that the term of the District' s bonds not o::rc.-ecl 20 years .
.+' k.' .� . . ',,: - ., ;%t•tip, •`r.,� _.';, .1'i��.v{ .c� �+i� v;` .�: is (� .:, ti' '"�M
�. . ., �.� ,�..:.�•,y•r '�f .�CC, RCl' '} a 'a Y +:5� , iL .. ..t ' .'a' . , h.: },..-y +t ,� y
h
r
To provide thc: District %�,itll maximulll flc!;ability, provision r Mould he ni'loc
for Varly redemptio!i of ])ond.,� , at the aption of the District, aft(,r a feria( of
ten to fifteen yoilr-, from the clote bond!, arc- sold . To call honde; ahead of ma--
tur'ity , 0 )VO11liuln of ,►)out Onc-lmlf of onc. percent plus, one-gltal-lor of one pc.r--
cent for each ycccr c).• frlct.i.on of a year hl,twecn ill(' 111aturity d at(;' and the dilte
of redemption l:, reCluired . The preinilllll i:' de-Ignod to C'ompell.., -A ` a bondholder
for having his bond (.i?,lled a)lc�nd of )niAuri.ty . If no pi'0miu111 vrerc. provided for
call allei,d of liwtilrit:y the i,Aerust r,11.c bid on thc, bands would he )lfgher. The
COD fc�tlturC hE;s 1.)P(::o1nc er-1-wciillly important in recent: years, because interest.
rates, on munic.ipril. bonds lmve ri,,�;en to relativvly M(.1 l levels . By having the
ability to cell bond" ahead cif milturity , the Ui:;trict. vAll , at some future date ,
he ill thepo.sitiorl to cAl.her rofiwinc:e thc, project if lower intcru. .A riltes l rew it
Or accelmilte principal pilyincnt:.; if avilililhlu revenurs pormit.
The actual lni'Wrft}' ;GIWdulc mid terms mid conditions should he iin-
alirc-d at the tilde, the are affcred for aide in order to till•,. maximuln advan-
tage of munjull-Nil );ond mar):et, condition.,; ilt that ti.rr►c ,
Tablo 9 shop•;):, u:.-,Hmrlt(.,cl l)ond -1crvfr:c colts f.cu' ii $ 13 million ct(-�ncral obli-
ctat:i011 bold i:;sup, rn;lturin(j over ;1 20 y('ii1- pt'riod . For il1urtrat1%1Q purpmr (;s ,
tlics(, data of the bonds in thc field of ) f)7; and on int.ercrst
rate e!,.tima'Lcd ilt 5 . 50 percent. The dintc: Of the hoi:dc; i'llld pro-vi`,;lons rc .,inrcling
prillcip�ll ilnd int(7'rc'st 1)i'1y,mcnt diatc's would bey flnali :c l at th(, time the bond
sale \vas ))(:ing plrinned . E.-tiluated anml.-Il bond s,(�rvicc �%,( uld Flvcrage approx-
imately 1,11 , 090 , 000 .
-- 1G--
I IS
I:S']'l NIA11'1:1_) 13 C)i�T l) ` I: 'vIC.I_;
$ 13 , 000 , 000 PRIN(;Il"hf, AIv,0UJq'1'
C:1:I�T:)ti,i, C)I3L.IC:11'.f'IC71`' l;Ol`T1:),;
I1rnr)t!tlt. Pdlici1,71 I.:;i in►,:,tccl EsHinated
Ending Out..'J ,r,clinq II.t-erc,:,t I3ond
C7ctol.,r.l 1 Star" of 1'(,L!!, I ,1t 5 . 50,/') Service
1974 $ 13 , C►00 , 000 $ 375 , 000 $ 715 , 000 11090 , 000
1975 12 , G:�'i , 00O 390 , 000 694 , 375 1 , 084 , 375
1.976 415 , 000 6762 , 925 1 , 087, 92;i
1977 1 .1 , ):12(1 , 000 440, 000 G::,O , 100 1 , 090 , 1()0
19711 11 , 380 , 000 46,5 , 000 625 , 900 1 , 090 , 900
1979 10 , c) J ',> , t100 /185 , 001► (i0C! , 3:?5 1 , 085 , 32 S
1980 1 :))0 , 0()O 515 , (1(10 573 , 650 1 , on , G.'iU
198) 9 , 915 , 000 5115 , 000 .545' , 3115) 1 . 090, 325
1982 9 , 370 , 000 575 , 0(10 515 , 350 1 , 090 , 350
19831 8 , 795' , 000' G00 , (10() 483 , 725 1 , 003 , 725
1984 8 , 195 , 000 ()-3.i , 000 450 , 72.5 1 , 08ri , 725
1905 7 , 560 , 000 675 , 0()() 4Y) , 800 1 , 090 , F300
19£3G G , CI£).). , 00() 705 , 000 37£1 , G75 1 , 0£13 , 075
1987 G , 111() , ()00 m) , (m) 33)9 , 900 1 , 084 , 900
1988 5 , 435 , 000 790 , ()0() 29£1 , !)25 1 , 088 , 9n
1989 4 , M5 , 000 835 , 000 2.55 , 475 1 , 090 , 475
1990 3 , 610 , 000 11£30 , 00() 209 , 5',iU 1 , 089 , 550
1991 2. , 930 , 000 925 , 000 161 , 150 1 , 086 , 150
1992 2 , 005 , 000 975 , 000 110 , 275 1 , 085 , 2.75
1993 1 , 030 , 000 �1� (13(1, nf)C1 51) , 650 1 , O£JC�C�SC►
$13 , 000 , 000 $8 , 753 , 800 $21 , 753 , 800
-1.7-
�t
►SOURC'Mc, OI` YIEVEN111; 'I'O N41"ET B01,tt:) SERVICE COSTS
130nd "(:Ivice co::t:. on ol.,)igtttiUll 1):end; 111cty ho Inca by riny tu7r'o--
,tricted 7uthorl:."ed rf:%'ejaw r;cn)r('r, avdilabl(' to District. No. 3 . Traditionally ,
Dlritr'1Ct l\t0, 3 Ila:; Ii`1iC'C1 C)I1 }lI'C.)1)(:1'I'y tii}:C(; t:(--) lliC'.Ct. tJ1C: J11111: of i.tS 1'C'.VC`1111C:
quirel'llc!n1s; hr:w,,ever, th(., nUnijw h")- rd Of thr i .` now Consi( evinq the
adoption of :;(rwc:r co n o(.- on fcc., it:; iln odditional source of reverltle. The
COnnec.tion fee: sett-.'s hr.:illo c.c)n::ide'l-ecl SO per ringlr family dwe'll.incl;
$ 125 for rich unit in a multi;:plc, fau;ily dwc,11incl buildinn; w-1 $ 50 to $ 300 for
Colll erC:iill , indtl:,tri„l c.lncl othcr tyj)::t; of facilitio. dopelldlilvI on tllc' si:O. of tilt:
htillClil��J �Cl'�'('1'. StC)17L' �`.a �'OttI1CTl)t,I'i) }17fi b(tC`ll t:I'1(li1l.:CI tC) S'>t'tlClj' fl1(::;c: Arid Other
�71t:C'I'17illiVC :;011IC'C';; of 1C'V(�1711C' 1111'UIItJh \;'J7lCh i !! :: 17i:7t1'iC:t�:� :;U�":C1'ilcf(! 1:)1'GCJI'it171
Illay be fi.tlmiced ill all and fuzlUible ll,:lrt)1C'r.
RECENT DI;VI;(,O111M]:NT,1,
Pofol'i: �31torlwljttive ';nIll-ce5 of 1-c"re1711C, for the ill))Ael1wlitcItlOil of
the District No. :3 1)roglarl-1, it i:; to djs(;u:.;s recent develop-
ment trends withill the: Di ;'.Adct which hnvU C'1C'i?lc.'C.l llc!cd`� far r.cm.,ra(l(: {i3cilitir:; .
Table 10 the nt.lnlher of huild; ng poill:it:.; i: :.;ucc? for clv"ollind unit_; t'rithill
citie.� :�crvt�(l by17i. tri.ct l�'o. 3 over tt.c) petit)-1:;: (1) 1t3G i tllrough 1967 , 'and
(2) 39G8 through 1.971 . Thc:�e dat:� clearly shoo, rIll almoat colt!pletc reversal in
building lien .1s . Durill,t the poriod MG4 throwih 1967 , thc: rltio of :tingle family
permits to inultiple Family permits v:'rl:: thrill 2 to 1 . 1.)uI'in('i the pr"riod 106E3
through 1971 , the ratio or shin), family pc'rmita to multiple family permits was
approximately 2 to 3.
Tho. Orancie County Planning Coll-imission in its " IYogr ss RepoI't , Volume 8"
indicated the follm trim!:
1 . Theprice at nc:ti,, housinn has incrca:;ed con.sider7bly beyond that
of consume. income. I'ow: _,r and fewer household:. are now able
to afford nett., 11011-s'In ; than in ;any othor time: pertod sinco the housin(i
shortage at the end of World War 11.
2 . Iaue to the sovcral factor of increased housing cost , a yotu7rlcr
Population and their accotllpan7 in(.-) higher rates of mobility, and
a gencral attitude toward fuller utilization of lejsure time, the County
has experienced a rapid incrcc-Ise in the., numhcr of InuMple unit, built
and rented since 1.960.
3. She impact: of those factors should have a considerable. effect on
future County growth. Increased reliance on multiple units to
--1t3--
blu-
ROOM
'Alble 10
Yor Dvrollln(i Units
Cjti(,-; "eived Oj,iimo C(;unty 'Slanitoticul Di'Allct NTO .
190/1 Thrrm.,il, 1967
Single N11-11 liplo To to I Percent. ",ingle Porccril Mul t ipI
CI ty Y�olljly Pcrlllit': Family Pcilliltv J'aidly Pormil Famij� llormit.s
. . . . . . 1 ,220 2 ,979 4, 199 29. 11/1 70. 9;,,I
Brok-) . . . . . . . . 1 ,w32 36 1 11 it 9G.8 3.2
G�. 14 . 4 E35.G
-,2 96 .0 4 .0
G, pr c, . . . . . . 2,9!
1,01111NAll Volloy . . - 4, 141 4, 141 100. 0 0
FoU ri-loll . . . . . . I ,249 1 , 425 2 ,674 4G. 7 5,14. 3
Gar(wil O-CA10 . . . . 89.2 I , 15 t; 2,250 39.6 CO. 4
Bc,acll . . 8, 494 1 , 52!) lo,olq V.4 16. 6
Lo Hillwo . . . . . . 443 897 1 , 340 33. 1 (16. 9
Lij llahm-i . . . . . . U.(-) 3 1 ,(Iw) 99.8 . 0. 11!
Lo.,; ldolnilkwi . . . . 286 2`,1 537 53. 3 46. 7
scill ll,��ilcll . . . . . 1 ,037 G 10 1 , 047 62 .9 37. 1
o 1,tall 1('11. . . . . . . 164 550 720 2 .8 77. 2
Ir i
4 3"1 72 .8 2 7
Totillr. . . . . . 4 ,8 4 8 11 7" 36, 320 68.V,/-. 3 1 . 2'
HGS Tiocluqh 3971
S11)(11c l,fjIll'Jp]( TO L;I I Percent "Angle
v 1'atofly lolinit.
JJ I�,-------- - -.- _I_----
Analwiro . . . . . . 2 ,9G7 30,245 13,21"' 2 2 . S 7 7. 5,/,1.
B r I . . . . . . . . 929 94 1,0 2'1 90. 13 9.2
Buena Pail: . . . . . 224 1 ,081 1 ,305 17.2 62.111
Cypress . . . . . . 2,24. 1 ,308 3,550 63.2 3G.13
rouritcOn Valley . . - 3,930 1 , 733 5,663 69. 4 30. 6
I'tillertan . . . . . . 753 3,455 4,208 17. 9 82. 1
Guidon Grove . . . . 271 2, 339 2 ,G 10 10.4 89.G
Huntington Beach - - 51909 7,832 13,741 43. 0 511. 0
La Habra . . . . . . 14 C, 2,000 2, 146 6.8 93. 2
La Palma . . . . . . 1 ,290 404 1,694 76. 2 23.11
Los Alamitos 240 2213 468 51 . 3 48.7
Scal 1"CL-1ch . . . . . 1,201 1 ,072 2,273 52 .8 4 7. 2
Stanton. . . . . . . 473 1 3 7 28 .9 71 . 1
294 6()'7 68. 1 3.1 .9
Totals 21 ,8 6 IS 33, 562 S 5 431 39 5 60. S'X,
SOURCE: Orange County Progi-css Reports .
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i
sati ::fy h0u:,in(; nerd:; of County res-idellt:; Will have the effect of
consiCCrably the: C.;ounty's ovcr;)il dl�nsity h-)sed oil pres-
ent ).1L)i.1dinrl
A secc,)-tcl Jc-nJurn of me ent development trends within the District i:; gained
from datil in 'i'ilhle 11 . As Aio%-;)t ill ihc:�r.� cl�.fln , the val(a of building permits is-
sued for "Alt(l)e family unit:, in chic.- v.,ithin District. No. 3 averaged $24 , 071 in
1971 as compr.lr(rcl vJ1 h a v able of only $ 1 1 , 213 for multi plc fonlil.y uni.t.. The
potential prop"'•rty providc d try tho single fz)wHy unit tilcrrc fort; tonds to
bo significm-11.1y grc.:r,ter 1hr3ll the properly ta:.' Ix"s : pl-ovided by a multiple family
unit. The po,,;:.;I1)1C: ret1:>ar, for tliir: is cited by ihc: Or,ande County I'll Finni.ncJ Corll--
mission in its Vallu1-1c, it ":
I . Because of thr: hicih niantlil;j r:n: t of home ownership and the cle-
clininut buyer tlrc huildinca track: ::; :ems to hc: responding
by irlc:Y001.,i.nc1 t:llr r;ur:;l,c:r of lov. (::o,".t condon-jiniurn unit:,
being offr:ved In 1970, :;ante 674 unit:; ill thr: $ 20, 000 --
$ 24 , 999 1•ang(, %v rc- olfored fc::• : ,11r_ . \'dllilc this pries! r011"lc of
$20, 000 to $? , 099 i:; :,till rcliiiivcly 10;v in to the 11'('-
vailing mcdian of "; K" , 1,101) for 'AIIC11r fanlil}r aIld It , 900 for
plarilled tlllit i:, , hov.'evcl•, ,Ail) i.'}:1!.'rl:,iv(t foi lnctlly
familic!; tryin('l to Hvc: can i),con;c:�; hulo',.r the County
aver,-r(Ie 7'hi:, group rr.luc:ac'r,t:, a %'cry Mace: 111*0l,ortioll of those
scckinr) t.,hclter.
2. The fact that: builcicrs are, offering tllrn(! log .'er priced condomirl--
ium c11A tC)%VlflI011:;0 urlitr; i)j :spite of ble price incrcoses
in buildinc; costs r my— inclicatc: tlw•t they arcs f.l,r:ling the pu:,h of an
ever--clecrc:a:�,ing mal-het for t.hcAr c1well ings mid are now producing
lower-priced units in order to accommocinte the demand. The " Mar-
ketability by Price I2an9r:" datit for Planned Unit Developments tend:
to confirm that. the c:nw3mner hcen respon.,Avc to t:hc availability
of these lov,'er-priced unit::.
I? third featuro of recent development: trend., vAthin the District is cjained
from Coll fcrt:nc.e", we have conducted with officials of the Orringo. County
AssesSer's office. Land value; within the 1)i:,tlir.t have i.ncr(!ascd markedly in
recent ycars . The County staff ha" indicated that in 1960' the value of land
suitable for ro..;idential and i.ndu Anti] development was approximately $ 1 0, 000
to $ 12 , 000 per r,cre. By 1065 , the valLle of si)lliltlr type land had increase!) to
the $ 18 , 000 -- $ 22 , 000 per acre rar)r,o. Jn the intervening yexirs since 1005 ,
land value.,; have continued to increzise. to their pre-lent. levois of approximately
$28 , 000 -- $ 30, 000 per acre. With respoct to land suitable for high--density
residential development:, current values range from ; 1 . 00 to $ 1 . 40 per square
foot, or appro.%imately $50, 000 per acre while Lind �-'uitable for corn mcrcial de-
velopment rl` ncjes from $ 2. 00 to $ 3 . 00 per square foot, or 7pproximatcly 100, 000
per acre.
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.v.eersrrro•,�p7�
Table 11
1971 Valuation of Building Fernits For D-r:elling units
Issued in Cries Ser'✓e4 B rli•�,•••C C,ou nty Soni'tati-n D? rC J
Sinale Family
Valueof Value �;•;;l,.�n Qi Value
City number Permi`sM P•�_ Unit �:t.mbe-
� 18 a3�, $ 10 , 770
Anaheim . . . . . . . 950 $ 17 ,:j, 7. , 1 ' 250
. . . . . . 272. 6 , 396 23 , 515 8 11 '•
Brea .Buena Par}: _
72 1 �94 2 7 , 69.1 252 3 , 045 15 , 655
,
Cypress . . . . . 499 12 , 043 2:: 1341 6:55 7 , /'il1
FoI�ntain Valley . 1 , . 1_;0 43 , 010 27 , a55, L8 55= 11 _ �11 , 251
Fullerton . Z�14 7 , 402 3G , �- �4 � , 273
Garden Grove . 1.93 4 , 271 22 , 130 i�75 10, 197
Huntington Beach . 1 , 483 36 , 363 2 ' , 520 2 , 3,�7 27, 504' 11 , 719
t 7 .4 6 , �'39 9 , 454
La Habra . . . . . . . 62 2 , 659 42 , F87 (1
La Palma . . . . . . 241 w , 0 s., 2
Los Alamitos 9 Z5�' 28 , ,?�2 -56 £''6 1., , 27?
Seal Beach . . . . . . 242 6 , 555 Z7 , ?3 2 60 1 , 6G1 27 , 633
51 6 , 029 11 , 165
Stanton. . . . . . . . 473 6 5 , 5 �0
Westminster 222 Sf 502 24370 3 , ��3g 9 , 295
. -
Total . . . . . . 6 , 522 $1r1 ,991 8 , 778 $98 , 425
Average . . . . . . . . . . . . . . . . . $2 4 , 071 $ 11 , Z 13
W In thousands of dollars .
11 fourth fe itllre lciclt.ivc! to recolit dekrelohn-w-lltr: vAthin thc: District
ctdillC'cl frolll collfc'I'c:'l1Cc .,; v.-Itll official"; Of tllc,�
The staff illclic itod thilt tiv, vahlc: of illlpovemelltt; tend to he approxi-
Illately tl'✓lcc the ii untjc111 of lilm.l 01: i I'll pravccl props ,rty , c.g. , ]In-
prov(�cl rc,:;i(10l;1,i-AI I hiivirJ. n tot..iI ilssc:;r;c d vziiII lilt ion of "' 7 , 000 to $ U , 000
had an Fl.r;riessc d li. nd value of approxinmtcly •$2 , !,0O alld an Fl:;.serised vrllun foi-
lmprovamer-U.; Of ilpprox!I.]Iiitc I $ 5 , 000.
'I'hi> c�r_3I►c ri.,I is rlcl(�I1C`r' i:; eonfil-Ine.cl firl•thc;r by ,111 of the District
No. 3 1972./73 ai:'op:�rty tel:. h,ise.. The. tii,, brie of $ I . 2.59 1)illinn
corlsir;ts of �-1 vC1111Cition of land at. $0'0 l::i.11ion (31.1) p.,!i'c;(,rlt) , and improve-n-jent, of
$ 770 million (ti '. It may be callr.lucled fro,.rj thir; that thc: clrec-lter portion
Of the I71r1t1'1Ct' S til.: bn' ,;c: i :; Icpa'sento l by implo:'C't;'ents on InIl(1 vlhich is ov.,Iled
and occupied by pre., ent llscr:-; ,
Engill(.'ering fitudic`t; of flov! from sc:lecLod land ii,(., C:lilr�r;lflCt.ti011s
vAtlli)l Ho. 3 and Igo. 7 have inclicilted the fallowing:
Y•
Col (1alIolI s Dwellirl(J
Plov., Per Holl%' Per Illy Units
hc:rc'/1� ly ] i;'✓c llincl Unit Pc;r A :re
Si�lc_�1'�lmily__1'c`�.ici.��I�ti.�l. •
Fullerton (hillside) . . . . . . . 216 436 2. . 0
Garden Gro'.•-' (level) . . . . . . 1 , 364 345 4 . 0
Huntington Beach (level) . . . . . 1 , 587 390 4 . 2
La Hinbrii (rol linct) . . . . . . . . 1 221i. 380 4 . 2
1lverlge. . . . . . I , 099 385 3 . 6
Moh-Densi_t- Ilf-idential
Tustin (level) , . . 5 , 793 277 2.0 . 0
Tustin (level) . . . 4 , 571 212 21. 6
Garden Grove (level) (i) lU , 091 278 35 . 4
131intanclton Bcilc;h (?eves) (i) . . . . 6 , 143 277 22 . 2
Hunting Lon Beach (1(`vc-1) (i) . . 5 , 333 212 25 . 0
Huntington Beach (lr.vcl) (') . G � 277 _2.5 . 0
Average. . . . . . . . . . . 6 ,479 256 2 5 . 0
Industrial
Irvine, Industrial. Complex. . . . . 3 , 33G ---- ---
(i) The Actual fic d Inc%]sureinents . Average flow figures
prorated in Tustin measurements .
-22-
ti
Those data inclic:,]t:c: (l ) significant differences in the gallons of flaw 1wr
Acre per doy bot.%\'e(!n ,iingle family residorltiill , high doll:;it.y rosidnntial , and
i lid u:,tri.r]1 1r1)1c1 t►;;c :;, (2) �wcrwi(, flovJs per day pc:r dvJolling Unit in ,;Jn(JIe
family re:,ide'1ltial \?v1•O approxi111atC1)' 150 pnrccnt higher the:n av(7Iago( fkwvs
per day per d\\'cllin(j unit in high dcll'ity rc•:;identlal arc`a.s .
hllginc(;ring studies, of the relation.,A il) ),c,t\vc on wilu:lt:ion and
gonerat.0c) flov., of varioll:; larl l tt:;c: c•lclssit; ti also ':hov.'Cc1 that the
asser;:;ed vflluatiorl 1) r cive-P .. flc]\v cJon(;r(n]t.ec1 for t') low cl(::n:;ity re:;idenlicll
developl;]c!nt i:; from 1 . 4 to 4 . ' tins( , that. (" the high den."it:y rc:�idr n--
tMI dcrvelopment.; , 1.),]:;cd on cictual 1►cw,-v.:('cl flew✓. U:.)-ing the City of Huntinq--
toll 13c'c]C'h i]V('.1'i3(JQ il::r (:a:;rd vi:11101icm lig171-c s , thi:.; rela loll5hip i ..; botv'recil 2 . 0
and 6. 3 . In Di r tl i cl: No. 7 , thi .; f�ictc:r i:, from 3 . 7 to 4 . tilnc::, , 1►cl:;crl on
actual n] o."Jured
When compzirod v,?ith indwAijal devolopment in Di:.trict IJo, 7 , the: assc:-.,c:d
vaIunt-ion perr clvc:r�t(;c "lov✓ (Jc,n"r•Mco froill lov., rlo ,sty I-e."Idontial cl(�vc)opnlellt
is betv✓w!(,11 4 . 0 to biro..) Qrc:nter, h,]r;(.,d on ilc-t 11al rnOU.' tll-cd
La.;ily, data from th(- 1970 11. S. C;omsms indicr.itc: suh:;tc] flal diffc!rences ill
tho r1lC?C lon vollm of owncn- occiipiod }1om,.;)o tillit:; %vithin the. C U'cs' served by Di;;•-
trict No. 3 , andpc. lmIc►tion per ov.,ncr-occuppvv d dv"(-Aling unit ,-Is r hov"11 in 'I;Jhl(� 12 .
SU MMIARY OF PI N1)I1\1 C;S RI,Ln'I'IV1;
TO RECENT D1:VlJ'l,0l 1v1 ,'MT TRI NIXII
Based on th(' farr.going i111<ilysc:; the follov✓inet observation.; may be n;z-Ido:
1 , There appcars to bc; <a do finite trend toward increased higher
density re-sidontial type:-, of developme-nt in the District.
2 . The value of building pervilts issued in 1071 within cities
served by the District avorocled $24 , 071 for family
units comp trod v.,ith $ 1 1 , 213 for multiple family units' . The
polo ►liol property tax base provided by single fair►i.ly unit lcrrld
W11d.; to he significantly grc'i-to.r thc-1I1 the polontial
II o c. ty ��,.: base provid
ed by i1 muliiple it]nlily unit..
3 . I.ngineering data indicate averricie daily f1mvs per cl\velling
unit in single, family re:,idc;ntit;l bind uses avoracle about 3115
gallons por unit. Donsity of these typo..,; of dcvc;)opmc:nts aver--
c7. gccl 3. G unite, por acre. In high don amity residentizil land usc`, ,
flows averaged about 256 gallons per day per unit, or apprc*'illiltely
2/3 that of lower density -Angie, family land uscs. On the btl::is of
--23-
}
._4
f,T
7 PUIj
WA,�,Jz V"rlj
v�Ak 1, •K, 1-1
�A PY,��i
tit
1i N
•
V 10
1p
P
C4.,
V;I lit
f
" 11 M
Off: 1'4.
irl
&'
m Gi "a
ijl
f"A
kV
ik.
, II,I�KI �WV •
�ij
J;
YMI
fly
12
Estimated Per Capita Cost
For Sanj Lory !;mverage '�'.ervice
IT) Ov"nC.1- OC-c-upi od Tjo-,l sing U I I i t s
1A ed iall VaI lie 11's I imated Population N'r
Owner Occupir,c] Assessed Owner Occupied
C j ty ]- ll$;j jjCj IJIlit
110U.Sillc,' MIA Vahlation(i To
Anaheim . . . . . . . $24 , 800 $6 , 20() 3 . 60
llroa . . . . . . . . . 28 , 700 7, 175 3 . 70
BUCIIE', 1"ElY1: 22 , 800 S , 700 4 . 00
G e s s . . . . . . . 29 , 200 7 , 300 4 . 00
Fountain kfollc-, . . . . 30, 400 7 , 6()0 4 . 00
IM I ei ton . . . . . If . 26 , 300 6 , 575 3 . 60
Garden Grove' . . If . . 23 , 900 5 ,975 3 . b 0
Huntington B-zic.-h 211 , 700 7 , 1 71r. 3 . 70
, 025 3 . 60
LE, flabr . 24 , 900 ia . . . . . . 6 ,
Los Al0mit,,)F. . . . . . 29 , 900 7 , 475 3 . 80
1;oal Beach . . . . . . 3/1 , 700 8 , 675 9. 2 . 10
Stonton . . . . . . . 22 , 400 3 . 80
L 5 , 60()
Westinj Tistol.. . . . . . 24 , 200 C) Oro 3 . PO
Average $26 , 992 $6 , 748 3 . 65
1) La Palma not listed .
(h) Assumes assessed valuation basc-d on 25 porcont
of Inedi'an value .
valuation of building permits issued In citics, served by the District,
the potential property tax. base provided by single family Aillits, is
approximately 1. 15 percont greater than the potc.-Titial property tax
base provided by ML11tij)1(-1 family higher clow--ity developmentc;.
4 . Within the, cities -sorvorl by District No. 3 , there are sligniff-
ciant differences in p-escrit users of the District's sev";1rage
facilitic.s. hdedlan vallio of mvner om.nipicd housing units ranges
from $ 22 , 800 to $ 34 , 700. POP111;A1011 per OW1101- OCCLIJ)iOd 11011shig
units rancles. from 2 . 1 to 4 . 0.
5. Land values within the District have increased significantly
in recent years. Land suitable for low density rosidontic I
development has increascd from approximately $ 10, 000 $ 12 , 000
-24-
15