HomeMy WebLinkAbout4.18 Land Light AD 86-1 Eng Rpt
CITY CLERK
File # D~~lm-~[ll]
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: June 17, 2008
SUBJECT:
Landscaping and Lighting Maintenance Assessment District 86-1
(Villages at Willow Creek): Preliminary Engineer's Report
Report Prepared by Melissa Morton, Public Works Dire~
ATTACHMENTS:
1)
2)
Resolution Approving Preliminary Engineer's Report
Resolution Appointing Time and Place of Hearing Protests
of Proposed Assessments (July 15,2008)
Preliminary Engineer's Report
3)
RECOMMENDATION: ,
4JY
Adopt resolutions approving the preliminary Engineer's Report and
setting a public hearing date and time (July 15, 2008, 7:00 p.m.) for
the purpose of hearing protests to the proposed 2008-2009
assessment.
FINANCIAL STATEMENT:
2008-2009 Sources and Use of Landscape Maintenance District Funds
Revenues:
Total Amount Proposed to be Assessed:
Estimated Interest Revenue:
Estimated Prior Year Collections and Penalties
Less Estimated Collection and Delinquency Cost:
Net Total Revenues:
$101,236
$ 2,614
$ 573
( $ 2,227)
$102,196
Expenditures:
Contract Landscape Maintenance and Utilities:
Administration and Engineering:
Total Operating Expenses:
$ 105,489
$ 2,705
$ 108,194
As shown above, $102,196 is proposed to be assessed to property owners for the
2008-2009 street landscaping maintenance costs. The individual assessments are
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COpy TO:
ITEM NO.
if/tO
11
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G:IASSESSMENT DISTRICTS\86-1 DoughertyIFY08-09\Preliminary ER\86- lagst Prelim ER 2008.doc
calculated at $155.38 per single-'family home and $77.69 per multi-family parcel.
This is a 3.18% increase above the 2007-08 assessment, which is the Consumer
Price Index rate of increase (April 2008) and is allowed under the terms of the
Engineer's Report that was approved in 2001. The budgeted cost of maintenance
exceeds the projected income for the District; therefore, approximately $5,998 of
the District reserve will be used to offset the cost of maintenance. The cash balance
at the end of2008-09 is estimated at $65,633.
DESCRIPTION: This maintenance assessment district was formed in 1986 as part of the
review and approval of the Villages at Willow Creek development. This assessment district funds the
maintenance of landscaping, including fencing and soundwalls, along the west side of Dougherty Road
from Amador Valley Boulevard to the northerly City Limit, along Amador Valley Boulevard from
Dougherty Road to Wildwood Road, along Wildwood Road and Fall Creek Road, and certain landscaped
areas within the Ridgecreek single-family home development. Landscaping within the condominium and
apartment developments is the responsibility of the homeowners' association or property owner for those
individual developments. The landscaping along and within the Alamo Creek channel area is not included
in the assessment district as it is the responsibility of Alameda County Flood Control, Zone 7.
In Fiscal Year 2001-02, the assessment in this District was increased by 54%, as the reserve funds had
become depleted and could no longer be used to offset utility and maintenance cost increases. The rate
increase was approved by property owners under the terms of Proposition 218. The property owners also
approved an escalation clause for future years that allows the assessment to be increased to cover (1)
actual increases in utility cost, and (2) inflationary increases in the cost of maintenance, as determined by
the Consumer Price Index rate of increase.
The latest Consumer Price Index information available prior to development of the budget (April 2008,
Bay Area Urban Wage Earners) indicated that the maximum rate of increase is 3.18%; the proposed
assessment for 2007-2008 has been increased by 3.18%. Due to the inclusion of interest as well as
penalities and delinquent payments, the total assessment will increase from $95,966 to $99,009. There are
no changes in the District boundary or the method of calculating the spread of assessments.
In 2007-2008, renovation of the landscaping took place along Willow Creek Drive. For Fiscal Year 2008-
2009, the budget for the upcoming year includes funds for three "annual color" flower changes at entry
comers, shrub replacement throughout the district, and replacement of the metal manhole railings along
Dougherty Road. Staff will be mailing out a newsletter and scheduling a neighborhood meeting prior to
the public hearing date for this District.
Staff recommends that the City Council adopt the resolutions approving the preliminary Engineer's Report
and setting a public hearing date and time (July 15,2008, 7:00 p.m.) for the purpose of hearing protests to
the proposed 2008-2009 assessment.
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leu 22.-
RESOLUTION NO. -08
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
*********
APPROVING PRELIMINARY ENGINEER'S REPORT,
CONFIRMING DIAGRAM AND ASSESSMENT
LANDSCAPING AND LIGHTING MAINTENANCE ASSESSMENT DISTRICT 1986-1
(TRACT 5511)
WHEREAS, by its Resolution No. 30-08, a Resolution Directing Preparation of Annual
Report for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 1986-1 (the
"District"), this Council designated the Public Works Director as Engineer of Work and ordered said
Engineer to make and file a report in writing in accordance with and pursuant to the Landscaping and
Lighting Act of 1972; and
WHEREAS, said Engineer of Work has made and filed with the City Clerk a preliminary
report in writing as called for in said Resolution No. 30-08 and under and pursuant to said Act, which
report has been presented to this Council for consideration; and
WHEREAS, said Council has duly considered said report and finds that each and every
part of said report is sufficient; and that said report neither requires nor should be modified in any respect;
NOW, THEREFORE, BE IT RESOLVED
a) That the Engineer's estimate of the itemized and total costs and expenses of maintaining
said improvements and of the incidental expenses in connection therewith, as contained in said report be,
and each of them are hereby preliminarily approved and confirmed;
b) That the diagram showing the assessment district, description of the improvements to be
maintained, and the boundaries and dimensions of the respective lots and parcels ofland within said
District, as contained in said report be, and it is hereby preliminarily approved and confirmed;
c) That the assessment of the total amount of the cost and expenses of the proposed
maintenance of said improvements upon the severallots and parcels of land in said District in proportion
to the estimated benefits to be received by such lots and parcels, respectively, from said maintenance, and
of the expenses incidental thereto, as contained in said report be, and they are hereby preliminarily
approved and confirmed.
PASSED, APPROVED AND ADOPTED this 17th day of June, 2008.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
Mayor
City Clerk
&-/7-0'5 4.l$
Atta.L.V\MAV\+ 1..
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RESOLUTION NO. -08
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
*********
APPOINTING TIME AND PLACE OF HEARING PROTESTS
IN RELATION TO PROPOSED ASSESSMENTS
LANDSCAPING AND LIGHTING MAINTENANCE ASSESSMENT DISTRICT 1986-1
WHEREAS, by its Resolution No. 30-08, a resolution directing preparation of annual
report for City of Dublin Landscaping and Lighting Maintenance Assessment District 1986-1 (the
"District"), this Council designated the Public Works Director as Engineer of Work and ordered that
Engineer to make and file a report in writing in accordance with and pursuant to the Landscaping and
Lighting Act of 1972; and
WHEREAS, said Engineer of Work has made and filed with the City Clerk a preliminary
report in writing as called for in said Resolution No. 30-08, and under and pursuant to said Act, which
report has been presented to this Council for consideration; and
WHEREAS, said Council has duly considered said report and each and every part thereof,
and finds that each and every part of said report is sufficient;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED,
PURSUANT TO CHAPTER 3, SECTION 22624 OF THE ACT, AS FOLLOWS:
Section 1 Intention: The City Council hereby declares that it is its intention to seek the Annual Levy of
the Districts pursuant to the Act, over and including the land within the District boundaries, and to levy
and collect assessments on all such land to pay the annual costs of the improvements. The City Council
finds that the public's best interest requires such levy and collection.
Section 2 District Boundaries: The boundaries of the District are described as the boundaries previously
defined in the formation documents of the original District, within the boundaries of the City of Dublin,
within the County of Alameda, State of California.
Section 3 Description of Improvements: The improvements within the District may include operation,
maintenance, acquisition and servicing of street lighting and appurtenant facilities within the boundaries
of the District. Services provided include all necessary service, operations, administration and
maintenance required to keep the improvements in a satisfactory operating condition.
Section 4 Proposed Assessment Amounts: For Fiscal Year 2008-2009, the proposed assessments are
outlined in the Engineer's Report which details any changes or increases in the annual assessment.
Section 5 Public Hearing(s): The City Council hereby declares its intention to conduct a Public Hearing
annually concerning the levy of assessments for the District in accordance with Chapter 3, Section 22626
of the Act.
Section 6 Notice: The City Clerk is hereby directed to give notice of said hearing to all property owners
in the District by causing the publishing of this Resolution once a week in a local newspaper published
Atllc...nV\r<a V\;. 2
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and circulated in the City, for two consecutive weeks not less than ten (10) days before the date of the
Public Hearing, and by posting a copy of this Resolution in official posting locations customarily used by
the City Council for the posting of notices. Any interested person may file a written protest with the City
Clerk prior to the conclusion of the Public Hearing, or, having previously filed a protest, may file a written
withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a
property owner shall contain a description sufficient to identify the property owned by such property
owner. At the Public Hearing, all interested persons shall be afforded the opportunity to hear and be
heard.
Section 7 Notice of Public Hearing: Notice is hereby given that a Public Hearing on these matters will
be held by the City Council on Tuesdav. Julv 15.2008. at 7:00 p.m. or as soon thereafter as feasible in
the City Council Chambers, located at 100 Civic Plaza, Dublin.
Section 8 The City Clerk is hereby authorized and directed to give notice of such hearing as provided by
law.
PASSED, APPROVED, AND ADOPTED this 17th day of June, 2008.
AYES:
NOES:
ABSENT
Mayor
ATTEST:
City Clerk
2
CITY OF DUBLIN
LANDSCAPING AND LIGHTING DISTRICT
NO. 1986-1
(Villages at Willow Creek)
Corporate Office:
27368 Via Industria
Suite 110
Temecula, CA 92590
Tel: (951) 587-3500
Tel: (800) 755-MUNI (6864)
Fax: (951) 587-3510
ENGINEER'S ANNUAL LEVY REPORT
FISCAL YEAR 2008/2009
INTENT MEETING: June 17, 2008
PUBLIC HEARING: July 15, 2008
. MuniFinancial
Office Locations:
Lancaster, CA
Memphis, TN
Oakland, CA
Orlando, FL
Phoenix, AZ
Sacramento, CI\
Seattle, W A
www.muni.com
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ENGINEER'S REPORT AFFIDAVIT
Landscaping and Lighting District No. 1986-1
Pursuant to the Landscaping and Lighting Act of 1972
City of Dublin
Alameda County, State of California
This Report describes the District and services therein including the improvements, budgets, parcels
and assessments to be levied for Fiscal Year 2008/2009 as they existed at the time of the passage of
the Resolution of Intention. Reference is hereby made to the Alameda County Assessor's maps for a
detailed description of the lines and dimensions of parcels within the District. The undersigned
respectfully submits the enclosed Report as directed by the City Council.
Dated this
~
day of (]vA.1 -' , 2008.
/
On Behalf of the City of Dublin
By~~d~
Melissa A. orton
Public Works Director
City of Dublin
l.R lJb "'Z Z,
TABLE OF CONTENTS
I. OVERVIEW . ...................................................................................................................... 1
A. INTRODUCTION ........ ....... ..... ... ... ..... ... ..... ... ............... .... ....... ........... .... .... .,. ........ .... ..... .... ..... 1
B. APPLI CABLE LEGISLATION ........ ........... .................... ........... ...... ............ ................. ............... 2
II. DESCRIPTION OF THE DISTRICT AND IMPROVEMENTS ..................................5
A. DISTRICT............. ................................ ............ ...... ................ ................................................ 5
B. IMPROVEMENTS.................................................................................................................... 5
III. METHOD OF APPO RTI ONMENT ................................ ................................................6
A. BACKGROUND.... ........ .... ... .,. ..... ... ..... ... .., ........ .... ... ........... ..... ... .,. .... ... ........ .... .... .......... .... ..... 6
B. BENEFIT ANALySIS.... ........ ........... .......................................................... ............ ................. 6
C. AsSESSMENT METHODOLOGy................... .......................... ..... ........................ ......... .......... 8
D. LAND USE CLASSIFICATIONS ............................. ................................................. .................. 8
E. INFLATIONARY FACTOR APPLIED TO MAxIMUM RATE....................................................... 9
IV. D I STRI CT BUDGET....................................................................................................... 10
A. DESCRIPTION OF BUDGET ITEMS..................... ................ ....................................... .......... ..10
B. DISTRICT BUDGET ........... ..... ....................................... ....... ........ ....... ..... ..... ....... ....... ..... .....14
APPENDIX A - DISTRICT BOUNDARY MAP ...................................................................15
APPENDIX B - 2008/2009 ASSESSMENT ROLL ............................................................... 16
'l1fj2.''l.--
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's Annual Levy Report
Fiscal Year 2008/2009
I. OVERVIEW
A. Introduction
The City of Dublin ("City") annually levies and collects special assessments in order to
maintain the improvements within the Landscaping and Lighting District No. 1986-1
("District"). The District was originally formed in 1986 and is annually levied pursuant to
the Landscape and Lighting Act of 1972, Part 2 of Dil}ision 15 of the California Streets and
Highwqys Code ("1972 Act"). A diagram of the boundaries of the District can be found
within Appendix A of this document.
This Engineer's Annual Levy Report ("Report") has been prepared in accordance with
the provisions of Chapter 3, Section 22622 of the 1972 Act. This Report describes the
District, the improvements therein, any annexations or other modifications to the
District including any substantial changes to the improvements, the method of
apportionment, the boundaries of the District, and financial information including the
district budgets and proposed annual assessments for fiscal year 2008/2009. The
proposed assessments are based on the historic and estimated costs to maintain the
improvements that provide a special benefit to properties within the District. The costs
of improvements and the annual lev7 including all expenditures, deficits, surpluses,
revenues, and reserves are assessed to each parcel within the District proportionate to
the parcel's special benefits.
For the purposes of this Report, the word "parcel" refers to an individual property
assigned its own Assessment Number by the County of Alameda Assessor's Office. The
County of Alameda Auditor/Controller uses Assessment Numbers and specific Fund
Numbers to identify properties assessed for special district benefit assessments on the
tax roll.
Pursuant to Chapter 3, beginning with Section 22620 of the 1972 Act, the City Council shall
conduct a noticed annual public hearing to consider all public comments and written
protests' regarding the District. Following the annual public hearing and review of the
Engineer's Annual Levy Report, the City Council may order amendments to the Report
or confirm the Report as' submitted. Following final approval of the Report and
confirmation of the assessments contained therein, the City Council will by resolution:
order the improvements to be made and confirm the levy and collection of assessments
pursuant to Chapter 4, /lrtide 1, beginning with Section 22640 of the 1972 Act. The
assessment rate and method of apportionment described in this Report as approved or
modified by the City Council defines the assessments to be applied to each parcel within
the District for fiscal year 2008/2009.
lv!.uniFiJlCllUia!
Page 1
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "-\nnual Levy Report
Fiscal Year 2008/2009
The assessments as approved will be submitted to the County Auditor/Controller to be
included on the secured property tax roll for each parcel within the District. If any parcel
submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the current fiscal year, a corrected parcel number and/or new parcel
numbers will be identified and resubmitted to the County. The assessment amount to be
levied and collected for the resubmitted parcel or parcels shall be based on the method
of apportionment and assessment rate contained in this Report as approved by the City
Council.
B. Applicable Legislation
The District has been formed and is annually levied pursuant to the LandscaPing and
Lighting Act oj 1912, Part 2 oj Dil}ision 15 oj the Califorttia Streets and Highwqys Code, beginning
with Section 22500. The assessments and methods of apportionment described in this
Report utilize commonly accepted assessment engineering practices and have been
calculated and proportionately spread to each parcel based on the special benefits
received.
Compliance with the California Constitution
All assessments described in this Report and approved by the City Council are prepared
in accordance with the 1972 Act and shall be in compliance with the provisions of the
California Constitution Article XIIID ("Article XIIID").
On November 5, 1996, California voters approved the Right to Vote on Taxes Act
(Proposition 218) by a margin of 56.5% to 43.5%. The provisions of Proposition 218
became amendments to the California Constitutional Articles XIIIC and XIIID, can be
summarized in four general areas:
1) Strengthens the general and special tax provisions of Proposition 13 and
Proposition 62.
2) Extends the initiative process to all local taxes, assessments, fees, and charges.
3) Adds substantive and procedural requirements to assessments.
4) Adds substantive and procedural requirements to property-related fees and
charges.
Pursuant to Article XIIID Section 4, all property related assessments must comply with
certain substantive and procedural requirements unless they meet certain exemptions
listed in Article XIIID Section V.
MtllliFillrlllcial
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "-\nnual Levy Report
Fiscal Year 2008/2009
The assessments contained in this Report were imposed in accordance with voter
approval pursuant to the establishment of the District and the assessments are imposed
to finance capital costs or maintenance and operation expenses for public streets (and all
improvements within the street right of way including landscaping). Based on these
exempt criteria, the City has determined that the assessments are exempt from the
substantive and procedural requirements of Article XIIID Section 4.
In fiscal year 2001/2002, the assessment in this District was increased by 54%, as the
reserve funds had become depleted and could no longer be used to offset utility and
maintenance cost increases. Property owners in compliance with Proposition 218
approved the rate increase. The property owners also approved an escalation clause for
future years that allows the assessment to increase according to the annual percentage
change of the Consumer Price Index and the utility cost to increase according to the
actual cost of utilities.
Any proposed assessment that exceeds the adjusted maximum assessment rate is
considered an increased assessment. Pursuant to the provisions of the XIIID, all new or
increased assessments (the incremental increase) are subject to both the substantive and
procedural requirements of Article XIIID Section 4, including a property owner protest
proceeding.
Provisions of the 1972 Act (Improvements and Services)
The Method of Apportionment described for the District Report utilizes commonly
accepted assessment-engineering practices and have been established pursuant to the
1972 Act and the provisions of the Article XIIID. As generally defined by the 1972 Act,
the improvements and the associated assessments for each District may include one or
any combination of the following:
1) The installation or planting of landscaping.
2) The installation or construction of statuary, fountains, and other ornamental
structures and facilities.
3) The installation or construction of public lighting facilities, including, but not
limited to streetlights and traffic signals.
4) The installation or construction of any facilities which are appurtenant to any of
the foregoing or which are necessary or convenient for the maintenance or
servicing thereof; including but not limited to, grading, removal of debris, the
installation or construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities.
5) The installation of park or recreational improvements including, but not limited
to the following:
a. Land preparation, such as grading, leveling, cutting and filling, sod,
landscaping, irrigation systems, sidewalks, and drainage.
b. Lights, playground equipment, play courts and public restrooms.
lvIl/lliF illCJIlcial
Pa..ge 3
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
6) The maintenance or servlClng, or both, of any of the foregoing including the
furnishing of services and materials for the ordinary and usual maintenance,
operation, and servicing of any improvement, including, but not limited to:
a. Repair, removal, or replacement of all or any part of any improvements;
b. Grading, clearing, removal of debris, the installation, repair or
construction of curbs, gutters, walls, sidewalks, or paving, or water,
irrigation, drainage, or electrical facilities;
c. Providing for the life, growth, health, and beauty of landscaping,
including cultivation, irrigation, trimming, spraying, fertilizing, or treating
for disease or injury;
d. The removal of trimmings, rubbish, debris, and other solid waste;
e. The cleaning, sandblasting, and painting of walls and other
improvements to remove or cover graffiti.
f. Electric current or energy, gas, or other agent for the lighting or
operation of any other improvements.
g. Water for the irrigation of any landscaping, the operation of any
fountains, or the maintenance of any other improvements.
7) The acquisition of land for park, recreational or open-space purposes, or the
acquisition of any existing improvement otherwise authorized by the Act.
8) Incidental expenses associated with the improvements including, but not limited
to:
a. The cost of preparation of the report, including plans, specifications,
estimates, diagram, and assessment;
b. The costs of printing, advertising, and the publishing, posting and
mailing of notices;
c. Compensation payable to the County for collection of assessments;
d. Compensation of any engineer or attorney employed to render services;
e. Any other expenses incidental to the construction, installation, or
maintenance and servicing of the improvements; arid,
f. Costs associated with any elections held for the approval of a new or
increased assessment.
lvlulliFillallda!
Pa..ge4
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
II. DESCRIPTION OF THE DISTRICT AND IMPROVEMENTS
A. District
The District was formed to fund the maintenance of landscaping, including fencing and
soundwalls, along the west side of Dougherty Road from Amador Valley Boulevard to
the northerly City Limit, along Amador Valley Boulevard from Dougherty Road to
Wildwood Road, along Wildwood Road and Fall Creek Road, and certain landscaped
areas within the Ridgecreek single-family home development. Landscaping within the
condominium and apartment developments is the responsibility of the homeowners'
association or property owner for those individual developments.
A Diagram showing the exterior boundaries of the District is provided in this Report at
Appendix A. Parcel identification, the lines and dimensions of each lot, parcel and
subdivision of land within the District, are inclusive of the parcels as shown on the
Alameda County Assessor's Parcel Maps as they existed at the time of the passage of the
Resolution of Intention, and shall include subsequent subdivisions, lot line adjustments
or parcel changes therein. Reference is hereby made to the Alameda County Assessor's
maps for a detailed description of the lines and dimensions of each lot and parcel of land
within the District
B. Improvements
The Improvements for the District shall include the maintenance and servicing for the
following:
1) The median and roadside landscaping along the north side of \'\'illow Creek
Drive.
2) Roadside landscaping along Shady Cree Drive within Lots 1, 2, 3, 4, 5, 6, 15, 16,
37,38, and south of Lot 145, all within Tract 5511.
3) Roadside landscaping, wall, fence, and pathway improvements along the west
side if Dougherty Road, between Amador Valley Boulevard and the northerly
City Limit line, and along the north side of Amador Valley Boulevard, between
Dougherty Road and Wildwood Road.
4) Roadside landscaping, fence, and pathway improvements on the west side of
Wildwood Road.
5) Roadside landscaping, fence, wall, and pathway improvements on the west side
of Dougherty Road and the south side of Amador Valley Boulevard, adjacent to
Lot 150.
6) Roadside landscaping, fence, and pathway improvements on the west and north
sides of Fall Creek Road.
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's c\nnual Levy Report
Fiscal Year 2008/2009
7) Roadside landscaping and emergency access surfacing at the north end of
Crossridge Road within the street right-of-way.
III. METHOD OF APPORTIONMENT
A. Background
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula
or method that fairly distributes the net amount to be assessed, among all assessable
parcels in proportion to the estimated benefits to be received by each such parcel from
the improvements. The benefit formula used should reflect the composition of the
parcels, and the improvements and services provided, to fairly proportion the costs
based on special benefit to each parcel.
B. Benefit Analysis
Each of the proposed improvements, the associated costs and assessments have been
carefully reviewed, identified and allocated based on special benefit pursuant to the
provisions of the Article XIIID.
All the assessed parcels receive direct and special benefits from the improvements and
activities to be funded through the District assessments. The improvements include all
necessary activities, services, operation, administration, and maintenance required to
keep the improvements in satisfactory condition.
Special Benefit
The method of apportionment (method of assessment) established herein is based on the
premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability of those properties enhanced by the presence of well-
maintained landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
1) Enhanced desirability of properties through association with the improvements.
2) Improved aesthetic appeal of properties providing a positive representation of
the area and properties.
3) Enhanced adaptation of the urban environment within the natural environment
from adequate green space and landscaping.
4) Environmental enhancement through improved erosion resistance, dust and
debris control, and fire prevention.
5) Increased sense of pride in ownership of property within the District resulting
from well-maintained improvements associated with the properties.
J/IlllliFinamia!
PC{ge 6
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City of Dublin
Landscaping and Lighting District 1986~ 1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
6) Enhanced quality of life through well-maintained green space and landscaped
areas.
7) Reduced criminal activity and property-related crimes (especially vandalism)
against properties in the District through well-maintained surroundings and
amenities including abatement of graffiti.
8) Enhanced environmental quality of the parcels by moderating temperatures,
providing oxygenation and attenuating noise.
The preceding special benefits contribute to the aesthetic value and desirability of each of
the assessed parcels within the District and thereby provide a special enhancement of the
properties. Furthermore, it has been determined that the lack of funding to properly service
and maintain the District improvements would have a negative impact on the properties
within the District.
General Benefit
In reviewing each of the District improvements, the proximity of those improvements to
both properties within the District and those outside the District as well as the reasons for
installing and constructing such improvements, it is evident that the improvements are
solely the result of developing properties within the District and the ongoing maintenance
and operation of these improvements will directly effect the properties within the District.
Although the improvements include public areas, easements, right-of-ways and other
amenities available or visible to the public at large, the construction and installation of these
improvements were only necessary for the development of properties within the District
and were not required nor necessarily desired by any properties or developments outside
the District boundary and any public access or use of the improvements by others is
incidental. Therefore, it has been determined that the improvements and the ongoing
maintenance, servicing and operation of those improvements provide no measurable
general benefit to properties outside the District or to the public at large, but clearly provide
distinct and special benefits to properties within the District.
L'vllllliFillamia!t
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City of Dublin
Landscaping and Lighting District 1986-1
Engineer's Annual Levy Report
Fiscal Year 2008/2009
C. Assessment Methodology
Each parcel is assigned a factor rate known as an Equivalent Dwelling Unit (EDU) to
identify the parcel's proportionate special benefit from the improvements. Each parcel's
EDU is calculated based on the parcel's land use. All single-family residential properties
are assigned an EDU of 1.00, and all other property types are assigned an EDU
proportionate to the special benefits they receive as compared to this single-family
residential property. The total EDUs is divided into the total amount to be assessed
(Balance to Levy) to establish the Levy per EDU (Rate). This Rate is then multiplied by
the parcel's individual EDU to establish the parcel's levy amount.
The following table shows the EDU factors for each property type in the District:
1.00
0.50
4.00
0.00
Basis
Parcel
Unit
Parcel
Parcel
Property Type
Single-Family Residential (SFR)
1-Iulti-Family Residential (MFR)
Commercial
Exempt, Common Open Space, Public Land
EDU Factor
The following formulas are used to calculate each property's assessment:
Total Balance to Levy / Total EDUs = Levy per EDU (Rate)
Parcel EDU x Levy per EDU = Parcel Levy Amount
The formula used reflects the composition of the parcels and properties, and the services
provided, to accurately proportion the costs based on estimated special benefit to each
parcel.
D. Land Use Classifications
Every parcel within the District is assigned a land use classification based on available
parcel information obtained from the Alameda County Assessor's Office and City
records. To assess benefits equitably, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Dwelling Unit method of assessment
apportionment uses the single-family home site as the basic unit of assessment. A single-
family home site equals one Equivalent Dwelling Unit (EDU). Every other land use is
converted to EDU's based on an assessment formula that equates the property's specific
development status, type of development Oand use), and size of the property, as
compared to a single-family home site.
MuniFinandal
Page 8
IS Db ~1.-
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
The EDU method of apportioning benefit is typically seen as the most appropriate and
equitable assessment methodology for districts formed under the 1972 Act, as the
benefit to each parcel from the improvements are apportioned as a function of land use
type, size and development.
Single-Family Residential (SFR) - This land use identifies properties that are
developed for single-family residential use and are assigned a factor of 1.00 EDU per
parcel. This is the base value that all other land use types are compared and weighted
against (i.e. Equivalent Dwelling Unit EDU).
Multi-Family Residential - This land use identifies properties that are developed for
multi-family use and are assigned a factor of 0.50 EDU per unit.
Commercial - This land use identifies properties that are classified for commercial use
and are assigned a factor of 4.00 EDU per parcel/lot.
Common Open Space, Cemeteries & Other Exempt Property - This land use
identifies properties that are exempt from assessment and are assigned 0.00 EDU.
E. Inflationary Factor Applied to Maximum Rate
The District assessments include a formula for increasing assessments for each future
fiscal year to offset increases in costs due to inflation. This assessment adjustment
formula was approved by the City Council pursuant to a mailed ballot and public hearing
referenced in Section I. B.
The maximum assessment amount allowed for each fiscal year shall be increased in an
amount equal to the annual percentage increase of the Local Consumer Price Index for
".\11 Urban \~Tage Earners and Clerical \~Torkers" of the San Francisco-Oakland-San Jose
Area ("Index"), plus any actual increase in the cost of utilities (power and water). Each
fiscal year the City shall identify the change in the Index for April to April of the
preceding year. Should the Bureau of Labor Statistics revise such index or discontinue
the preparation of such index, the City shall use the revised index or comparable system
as approved by the City Council for determining fluctuations in the cost of living.
In the event that the City Council determines that an inflation adjustment is not required
for a given fiscal year, the City Council may authorize the assessment without applying
the adjustment formula to the amount levied. If the budget and assessments for a district
require an increase greater than the adjustment set forth in the formula, then the
proposed increase would be subject to approval by the District property owners. Each
fiscal year, the maximum assessment rate shall increase at the maximum amount
allowable regardless of whether the increase is levied to the parcels within the District.
}>lIulliFillolldoi
Page 9
l~rJb ~ z"
Citv of Dublin
Landscaping and Lighting District 1986-1
Engineer's .-'\nnual Levy Report
F iscal Year 2008/2009
Utility costs for this year are anticipated to increase at the same rate as that of the Index.
The estimated percentage difference for the Index from April 2007 to April 2008 was
3.18%. Therefore, the maximum assessment rate per EDU allowed for fiscal year
2008/2009 has been adjusted from $150.60 to $155.38. The assessment per EDU for
the current fiscal year is proposed to be $155.38, an increase of $4.78 over the applied
rate from prior fiscal year 2007/2008.
IV. DISTRICT BUDGET
A. Description of Budget Items
The following describes the services and costs that are funded through the District,
shown in the budget.
DIRECT COSTS:
Maintenance Tree - The cost of installation and maintenance of trees and plantings
along the roadside frontages and pathways within the District
Maintenance Landscape - The cost of maintenance and repair of the landscaping and
open space areas within the District.
Utilities Water - The cost of furnishing water for maintenance of landscape and
irrigation systems within the District.
Utilities Electricity - The cost of electricity for maintenance of landscape and
powering of irrigation systems within the District.
Miscellaneous Expenses - The costs that cannot easily be categorized into any of the
other Direct Costs defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting - The costs of contracting with professionals to
provide services specific to the lev1' administration, including preparation of the
Engineer's Report, resolutions, and levy submittal to the County. These fees can also
include any additional administrative, legal, or engineering services specific to the District
such as the cost to prepare and mail notices of the public meeting and hearing.
County per Parcel Fee - The cost to the District for the County to collect assessments
on the property tax bills.
,VIlIlliFillall(ia!
Page 10
, 7 rib 1,. j,.
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's Annual Levy Report
Fiscal Year 2008/2009
LEVY BREAKDOWN:
Reserve Collection/ (Transfer) - The 1972 Act pursuant to Chapter 1, Artide 4 Section
22569 (a), provides for a District Reserve Fund. Negative amounts shown for this
budget item represent transfers from the Reserve Fund that reduces the Balance to Levy.
Maintaining a fully funded Reserve eliminates the need for the City to transfer funds
from non-District accounts to pay for operational expenses during the first half of the
fiscal year and also provides the District with sufficient funds to address any unforeseen
or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection/ (Transfer) - The 1972 Act pursuant to
Chapter 5, beginning with Section 22660, provides for the District to establish by resolution
an assessment installment plan for proposed improvements and expenditures that are
greater than can be conveniently raised from a single annual assessment. Depending on
the nature of the planned improvements, the collection of funds necessary to complete
the project may be collected over a period up to thirty years, but typically not more than
five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part
of the regular maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific
planned project (budgeted separately), the amount shown for this item in the annual
budget will typically be a positive number representing the amount being collected that
year as part of the Balance to Levy. A negative number (Transfer) should only occur
after the project has been completed and excess funds are being credited back to the
District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the
Budget.
General Fund Loans Repayment/(Advances) - This item represents repayments of
amounts that had been temporarily advanced to the District from other revenue sources
(usually the General Fund) or represents funds being loaned to the District for the
current fiscal year that must be repaid by future assessments. Similar to the Reserve
Collection/ (Transfer) line item, this item directly impacts the Reserve Fund Balances
either positively or negatively.
Repayments are shown as a pOSIt1Ve number and represent additional monies being
collected in the current annual assessment to repay a prior loan. These loans are typically
for capital improvement expenditures or unforeseen expenditures incurred in prior years
and Reserve Fund monies were not sufficient to cover the expenses. To ensure the
ongoing operation and maintenance of the improvements, the City may advance funds
to the District as a temporary loan to meet current expenditures, and collect repayment
of the loan through the annual assessments the following year or possibly over several
years. Generally, all available Reserve Funds are exhausted before a temporary loan is
advanced to the District and the Beginning Reserve Fund Balance will be a negative
number indicating the loan amount still outstanding.
MUlliFillallda!
Page 11
l%U02~'
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
A loan for the current fiscal year (Advance) is shown as a negative number. If the
District is expected to incur significant expenditures in the current fiscal year for special
services or capital improvements (upgrades or refurbishing of the improvements) and
the proposed assessment revenues (annual assessments) and/or available Reserve Funds
are not sufficient to cover the expenditures, the City may advance funds to the District
as a temporary loan to meet the proposed expenditures. Generally, all available Reserve
Funds must be exhausted before a temporary loan is advanced to the District and any
funds temporarily loaned in excess of the available Reserve Funds will be reflected as a
negative Ending Reserve Fund Balance. This negative Reserve Fund Balance will be
repaid and replenished through future assessment revenues.
Delinquency Contingency - This is the estimated amount designated for delinquent
property tax payments that the County is unable to collect in the 2008/2009 fiscal year.
Other Revenue/General Fund (Contributions) - This item includes additional funds
designated for the District that are not annual assessments. These funds are added to the
District account to reduce assessments, and may be from non-District or District
sources including City General Fund Contributions and/or interest earnings. Any funds
indicated on this line will be shown as a negative number indicating a reduction in the
amount to be levied and represent funds that do not have to be repaid.
Balance to Levy - This is the total amount to be collected for the current fiscal year
through the annual assessments (for special benefits). The Balance to Levy represents the
sum of Total Direct and Administration Costs, Reserve Fund Contributions or
Transfers, Contributions from Other Revenue Source, and the Contribution
Replenishment. Only those costs related to the improvements identified as special
benefits are levied and collected on the tax roll.
Total Parcels - The total number of parcels within the boundaries of District, including
all levied and exempt parcels.
Total Parcels Levied - The total number of parcels within the District that will receive
the special benefits during the current fiscal year.
Total EDUs - The total Equivalent Dwelling Units within the District applied to the
parcels described above.
Applied Levy per EDU - This amount represents the rate being applied to each
parcel's individual EDU factor. The Levy per EDU is the result of dividing the "Special
Assessment to Levy" by the Total EDUs of the District for the fiscal year.
Maximum Levy per EDU (Prior Fiscal Year) - This is the maximum rate per EDU
allowed within the District for prior fiscal year 2007/2008, in accordance with
Proposition 218, adjusted for inflation as described in the Method of Apportionment.
,V[lIlliFillallda!
Page 12
(t:tUbzV'
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
Maximum Levy per EDU (Current Fiscal Year) - This is the maximum rate per
EDU allowed within the District, in accordance with Proposition 218, adjusted for
inflation as described in the Method of Apportionment.
Inflationary Factor - Annual percentage increase in the San Francisco-Oakland-San
Jose Area Consumer Price Index for "All Urban \Vage Earners and Clerical \Vorkers,"
applies to all cost except water and electricity, plus any additional increase in the utility
cost of water and electricity. Each fiscal year the City shall identify the change in the
Index for April to April of the preceding year.
;VIlIlliFiIlCllliia!
Page 13
2.0 I1b ~~.
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "\nnual Levy Report
Fiscal Year 2008/2009
B. District Budget
City of Dublin
2008/09 Budget Worksheet
Landscaping and Lighting District No. 1986-1
Fund Number 713
I
I
I -
.
$15,449.00
65,703.00
22,883.00
1,454.00
0.00
$105,489.00
TOTAL DIRECT
$105,489.00
ADMINISTRATIVE COSTS
District Adm inistration
County per Parcel Fee
TOTAL ADMIN
$2,705.00
1,667.97
$4,372.97
COLLECTION/(CREDITS) APPLIED TO LEVY
TOTAL DIRECT AND ADMIN COSTS
Reserve Collection/(Transfer)
Capital Improvement Fund Collection/(Transfer)
General Fund Loans Repayment/(Advances)
Delinquency Contingency
Other Revenues/General Fund (Contributions)
TOTAL ADJUSTMENTS
Balance to Levy (Budgeted)
$109,861.97
(8,612.00)
0.00
0.00
506.18
0.00
($ 8,105.82)
$101,756.15
Total Revenue at Maximum Rate
Variance above/(below) Maximum Revenue
$101,236.00
$ 0.00
A P P lie d C h a rg e
101,236.00
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Benefit Units
Proposed Levy per Benefit Unit
Applied Levy per Benefit Unit
1018
948
651.50
$155.20
$155.38
Maximum Levy per Benefit Unit (Prior Fiscal Year)
Maximum Levy per Benefit Unit (Current Fiscal Year)
Inflationary Factor Applied to Maximum Rate
$150.60
$155.39
3.18%
FUND BALANCE INFORMATION
Beginning Reserve Fund Balance
Reserve Fund Adjustments
Interest
Anticipated Reserve Balance
$71,631.00
-8,612.00
2,614.00
$65,633.00
lv[ulliFillall(ia!
Page 1-1-
Zl6lJ
"",.~
..;t ~.,.
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "-1nnual Levy Report
Fiscal Year 2008/2009
APPENDIX A - DISTRICT BOUNDARY MAP
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Page 15
21.1"b 2. V
City of Dublin
Landscaping and Lighting District 1986-1
Engineer's "1.nnual Levy Report
Fiscal Year 2008/2009
APPENDIX B - 2008/2009 ASSESSMENT ROLL
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
Alameda County Assessor's map for the year in which this Report is prepared.
A listing of parcels assessed within this District, along with the assigned EDU value and assessment
amounts, is included on the following pages. If any parcel submitted for collection is identified by
the County Auditor/Controller to be an invalid parcel number for the current fiscal year, a corrected
parcel number and/or new parcel numbers will be identified and resubmitted to the County
Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or
parcels shall be based on the method of apportionment and assessment rate approved in this Report.
Therefore, if a single parcel has changed to multiple parcels, the assessment amount applied to each
of the new parcels shall be recalculated and applied according to the approved method of
apportionment and assessment rate rather than a proportionate share of the original assessment.
Non-assessable lots or parcels include areas of public streets and other roadways (typically not
assigned an APN by the County); dedicated public easements, open space areas and rights-of-ways
including public greenbelts and parkways; utility rights-of-ways; common areas; landlocked parcels,
small parcels vacated by the County, bifurcated lots, and any other property that can not be
developed or has specific development restrictions. These types of parcels are considered to receive
little or no benefit from the improvements and are therefore exempted from assessment.
LVIlIlliFiflOfldo!
P({~e 16