HomeMy WebLinkAbout4.08 Land & Light Maint AD 83-2~~~ \
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CITY CLERK
File # ^^3 6^ 0^-Q~
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: June 2, 2009
SUBJECT: Landscaping and Lighting Maintenance Assessment District 83-2
(Stagecoach Road): Preliminary Engineer's Report
Report Prepared by Melissa Morton, Public Works Director
ATTACHMENTS:
RECOMMENDATION:
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FINANCIAL STATEMENT:
1) Resolution Approving Preliminary Engineer's Report
2) Resolution Appointing Time and Place of Hearing Protests
of Proposed Assessments (July 21, 2009)
3) Preliminary Engineer's Report
Adopt resolutions approving preliminary Engineer's Report and
setting a public hearing date and time (July 21, 2009, 7:00 p.m.) for
the purpose of hearing protests to the proposed Fiscal Year 2009-
2010assessment.
2009-2010 Sources and Use of Maintenance Assessment District Funds
Revenues:
Total Amount Proposed to Be Assessed.• $69,080
Less Estimated Collection and Delinquency Cost.• 1( ,174)
Net Total Revenues $67,906
Expenditures:
Contract Maintenance and Utilities: $66,583
Administration and Engineering: 3,590
Total Operating Expenses: $70,173
Fund Balance Revenues:
Estimated Interest Revenue: $ 451
Estimated Prior Year Collections and Penalties 322
$ 773
COPY TO:
Page 1 of 3
ITEM NO. ~.
G:\P.SSESSMENT DISTRICTS183-2 Stagecoach\FY 09-10\Preliminary ER\83-2agst Prelim ER 2009;doc
The above calculations include a proposed consumer price index increase of
approximately 0.31 % over the 2008-2009 assessment. Based on the above, $2, 267
of the reserve (projected to be $24, 045) will be used to offset the difference between
expenses and revenues.
DESCRIPTION: In 1983, the City of Dublin formed Landscaping and Lighting
Assessment District No. 83-2 for the purpose of maintaining landscaping within Tract 4719. The District
originally included Stagecoach Park and Stagecoach Road north of the City Limit, but now includes only
roadway landscaping along Stagecoach Road and on the "interior slopes" (Coral Way and Agate Way)
within the Dublin Hills Estates development. The maintenance cost for Stagecoach Park, as well as the
undeveloped Dougherty Hills Park, is paid by the City through the Park Maintenance Operating Budget
and is not a part of this Assessment District.
The estimated June 30, 2009, reserve for this District is projected to be $24,045. The actual reserve will
not be known until the City closes its books and accrues the necessary revenues and expenses.
The spread of assessments assigns 61.6% of the total assessment to the single-family homes of Dublin
Hills Estates and 38.4% to the Amador Lakes Apartments.
In Fiscal Year 2003-2004, Staff conducted a mailed ballot to all of the property owners in this District
proposing an increased assessment in order to maintain and replace certain landscaping improvements. In
addition to the 10% increase in assessment rates the proposed Engineer's Report also included an
escalation clause for succeeding years that allows the maintenance cost to increase according to the
Consumer Price Index and the utility cost to increase according to the actual cost of utilities. The
assessment in the District had not been increased for ten years prior to Fiscal Year 2003-2004.
The results of the election were in favor of the increase, and the current proposed engineer's report
includes the approved assessment rates and a cost of living increase of 0.31%, which is the April 2009
Consumer Price Index. The assessment to single-family property owners in the Dublin Hills Estates
development is proposed to be $283.72 per single-family home, an increase of $0.86 over the 2008-2009
assessment. The Amador Lakes Apartments property is proposed to be assessed at a rate of $47.96 per
dwelling unit, an increase of $0.14 over the 2008-2009 assessment.
In Fiscal Year 2008-2009, work in the assessment district included replacement of shrubbery and
groundcover along Stagecoach Road and Agate Way, and planting along South Lake Drive and North
Lake Drive. Improvements for the entire district included cleaning the stone walls and structural pruning
of oversized shrubbery. Staff has included $5,537 in improvements in the Street Landscape Maintenance
budget for Fiscal Year 2009-2010. The proposed work includes replacement of retaining walls along
Stagecoach road, the placement of bark groundcover in the landscaped areas around Quartz Circle and
Jade Circle, and planting along Corral Way and the Stagecoach Road median. Staff has made itself
available to meet with representatives of the property owners to determine which improvements are most
desirable.
Many improvements are needed in this assessment district, and even though there is an existing reserve or
surplus at this time, Staff recommends that the Consumer Price Index rate of increase be added each year
so that improvements can be made on an ongoing basis. The reserve also serves as a financial cushion to
defray the cost of an unplanned event such as an irrigation mainline break or weather-related damage to
plant material.
Page 2 of 3
Collection of prior year assessments as well as penalties and reimbursement for public damages are listed
separately from the calculation of the current year assessment. These revenues are an estimate based on
previous years' collections and may not come to fruition.
Staff will be scheduling a neighborhood meeting for property owners prior to the public hearing date for
this District.
RECOMMENDATION: Adopt the resolutions approving the preliminary Engineer's Report
and setting a public hearing date and time (July 21, 2009, 7:00 p.m.) for the purpose of hearing protests to
the proposed Fiscal Year 2009-2010 assessment.
Page 3 of 3
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RESOLUTION NO. -09
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 1983-2
WHEREAS, by its Resolution No. 14-09, a Resolution Directing Preparation of Annual Report
for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 1983-2 (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. 14-09 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 the acquisition
of improvements and 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
acquired and maintained, and the boundaries and dimensions of the respective lots and parcels of land
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
acquisition and maintenance of said improvements upon the several lots and parcels of land in said
District in proportion to the estimated benefits to be received by such lots and parcels, respectively, from
said acquisition and 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 2nd day of June, 2009, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
City Clerk
Mayor
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A1TAI~IIYIENT I•
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RESOLUTION NO. -09
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 1983-2
WHEREAS, by its Resolution No. 14-09, a resolution directing preparation of annual report for
City of Dublin Landscaping and Lighting Maintenance Assessment District 1983-2 (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. 14-09, 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 2009-2010, 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
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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 Hearin: Notice is hereby given that a Public Hearing on these matters will
be held by the City Council on Tuesday, July 21, 2009, 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 2nd day of June, 2009, by the following vote.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
City Clerk
Mayor
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
CITY OF DUBLIN
LANDSCAPING AND LIGHTING DISTRICT
NO.1983-2
(Tract 4719)
ENGINEER'S ANNUAL LEVY REPORT
Fiscn><. YEAx 2009/2010
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INTENT MEETING:
PUBLIC HEARING:
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June 2, 2009
July 21, 2009
. WILLDAN
Financial Services
Corporate Office:
27368 Via Industria
Suite 110
Temecula, CA 92590
Tel: (951) 587-3500
Tel: (800) 755-6864
Fax: (951) 587-3510
Office Locations:
Lancaster, CA
Oakland, CA
Orlando, FL
www.willdan.com /financial
Phoenix, AZ
Sacramento, CA
Willdan Financial Sen~icea Page 7
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
ENGINEER'S REPORT AFFIDAVIT
Landscaping and Lighting District No. 1983-2
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 2009/2010 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 , 2009.
On Behalf of the City of Dublin
By:
Melissa A. Morton
Public Works Director
City of Dublin
Willdan Financial Seruice.c Page 2
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Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
TABLE OF CONTENTS
I. OVERVIEW .......................................................................................................................4
A. INTRODUCTION ................................................................................................................... . 4
B. APPLICABLE LEGISLATION .................................................................................................... 5
II. DESCRIPTION OF THE DISTRICT AND IMPROVEMENTS ..............................8
A. DISTRICT ............................................................................................................................... 8
B. IMPROVEMENTS ................................................................................................................... . 8
III. METHOD OF APPORTIONMENT ................................................................................8
A. BACKGROUND ........................................................................................................................8
B. BENEFIT ANALYSIS ............................................................................................................... 9
C. ASSESSMENT METHODOLOGY ............................................................................................. 10
D. INFLATIONARY FACTOR APPLIED TO MAXIMUM RATE ....................................................... 10
IV. DISTRICT BUDGET ....................................................................................................... 11
A. DESCRIPTION OF BUDGET ITEMS ........................................................................................ 11
B. DISTRICT BUDGET ................................................................................................................ 15
APPENDIX A -DISTRICT BOUNDARY MAP ................................................................... 15
APPENDIX B - 2009/2010 ASSESSMENT ROLL ................................................................ 17
Willdan Financial Seryicer Page 3
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
I.
II. OVERVIEW
A. Introduction
The Ciry of Dublin ("City") annually levies and collects special assessments in order to
maintain the improvements within the Landscaping and Lighting District No. 1983-2
("District"). The District was originally formed in 1983 and is annually levied pursuant to
the Landscape and Lighting Act of 1972, Part 2 of Division 1 S of the California Streets and
Highways 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's 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 2009/2010. 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 levy 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 Ciry Council will by resolution:
order the improvements to be made and confirm the levy and collection of assessments
pursuant to Chapter 4, Article 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 2009/2010.
Willdan Financial Senricer Page 4
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Yeax 2009/2010
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 of 1972, Part 2 of Division 15 of the California Streets and Highways 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.
Willdan Financial SerUices Page 5
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
The assessments contained in this Report were imposed in accordance with voter
approval pursuant to the establishment of the District. 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 2003/2004, the City conducted a public hearing that included a mailed ballot to all of
the property owners in this District proposing an increased assessment in order to
maintain and replace certain landscaping improvements. In addition to a 10% increase
in assessment rates, the proposed Engineer's Report also included an escalation clause
for succeeding years that allows the maintenance cost to increase according to the
Consumer Price Index and the utility cost to increase according to the actual cost of
utilities. At the conclusion of the public hearing, there was no majority protest based on
the assessment-weighted ballots received, and the increased assessments were approved
by the City Council. This Report includes the approved assessment rates and an
inflationary factor to account for increased cost of living and actual utility cost increases.
Any proposed assessment that exceeds the adjusted maximum assessment rate is
considered an increased assessment. Pursuant to the provisions of the California
Constitution Article 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 California Constitution 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:
Willdan Financial Serrnce.r Page 6
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
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.
6) The maintenance or servicing, or both, of any of the foregoing including the
fiirnishing 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; and,
f. Costs associated with any elections held for the approval of a new or
increased assessment.
Willdan Financial Services Page 7
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Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
III. DESCRIPTION OF THE DISTRICT AND IMPROVEMENTS
A. District
In 1983, the City of Dublin formed the District for the purpose of maintaining street
landscaping within Tract 4719. The District originally included Stagecoach Park and
Stagecoach Road north of the City Limit, but now includes only roadway landscaping
along Stagecoach Road and on the "interior slopes" (Coral Way and Agate Way) within
the Dublin Hills Estates development. The maintenance cost for Stagecoach Park, as
well as the undeveloped Dougherty Hills Park, is paid by the .City through the Park
Maintenance Operating Budget and is not a part of this Assessment District.
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 scope of work shall include the maintenance of landscaping and irrigation within the
road right-of--way and within a public easement along Stagecoach Road between the
limits of Amador Valley Boulevard and the northerly City Limit.
Further, the scope of work shall include the maintenance of the slopes and landscaping
and irrigation of the slopes within a public easement for those slope areas to the rear of
Lots 80 through 86 and 37 through 48, all within Tract 4719.
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.
Willdan Financial Seruicer Page 8
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Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
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 1972 Act
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.
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 esthetic 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.
Willdan Financial Senuicer Page 9
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
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.
C. Assessment Methodology
The assessment spread for this District shall be calculated as follows: Sixty-one and six
tenths percent (61.6%) spread equally among the 150 single-family homes of Dublin
Hills Estates; thirty-eight and four tenths percent (38.4%) spread equally among the 553
apartments of Amador Lakes Apartments.
Lots 152 and 153, being park and open space, shall have a zero assessment. Lots 154
and 155, being public agency owned, shall have a zero assessment.
D. 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 and actual utility costs. 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 San Francisco-Oakland-San Jose
Area Consumer Price Index for "All Urban Wage Earners and Clerical Workers" of
("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.
Willdan Financial Services Page 70
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City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
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.
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 2008 to April 2009 was
0.309%. Therefore the maximum assessment rates will increase to $283.73 for single-
family residential parcels and $47.97 for multi-family residential units within the District.
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 street frontages 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, powering of
irrigation systems, and entry lighting within the District.
Miscellaneous Expenses -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 levy 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.
Willdan Financial Services Page 7 7
~s ~ a.~
Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
County per Parcel Fee -The cost to the District for the County to collect assessments
of the property tax bills.
LEVY BREAKDOWN:
Reserve Collection/(Transfer) -The 1972 Act pursuant to Chapter >, Article 4 Section
22569 (a), provides for a District Reserve Fund, which shall not exceed approximately
50% of the fiscal year costs. 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.
Willdan Financial Se~vicec Page 12
I~~~ aA
Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
Repayments are shown as a positive 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.
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.
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 District including exempt
parcels.
Total Parcels Levied -The total number of parcels within the District that will receive
the special benefits during the current fiscal year.
Balance to Levy for SFR -The total assessment to single-family property owners in
the Dublin Hills Estates development.
Willdan Financial Seruicea Page 73
I~Q
Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
Balance to Levy for MFR -The total assessment to property owners of condominium
or apartment units in the Amador Lakes Apartments development.
Maximum Levy per SFR (Prior Fiscal Year) -This is the maximum rate allowable in
fiscal year 2009/2010 to assess single-family property owners within the District.
Maximum Levy per MFR (Prior Fiscal Year) -This is the maximum rate allowable
in fiscal year 2009/2010 to assess property owners of amulti-family residential unit
within the District.
Maximum Levy per SFR (Current Fiscal Year) -This is the maximum rate allowable
per SFR parcel to assess property owners within the District, in accordance with
Proposition 218, adjusted for inflation as described in the Method of Apportionment.
Maximum Levy per MFR (Current Fiscal Year) -This is the maximum rate
allowable per MFR unit to assess property owners 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 Wage Earners and Clerical Workers"
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 CPI
Index for April to April of the preceding year.
Willdan Financial Seryicer Page 74
~~~a~
Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
B. District Budget
..
2009/10 Budget Worksheet
Landscaping and Lighting District No. 1983-2
Fund Number 711
~- •
Maintenance-Tree $3,628.00
Maintenance-Landscape 45,978.00
Utilities Water 16,122.00
Utilities Electricity 855.00
Miscellaneous Expenses 0.00
TOTAL DIRECT $66,583.00
~~ • •
District Administration $2,705.00
Public Works Administration $885.00
County per Parcel Fee 1,174.36
TOTAL ADMIN $4,764.36
• • - ~ ~ •
TOTAL DIRECT AND ADMIN COSTS $72,156.36
Reserve Collection/(Transfer) (2,267.48)
Capital Improvement Fund Collection/(Transfer) 0.00
General Fund Loans RepaymenU(Advances) 0.00
Other Revenues/General Fund (Contributions) 0.00
TOTAL ADJUSTMENTS ($2,287.48)
Balance to Levy (Budgeted) $69,079.88
Total Revenue at Maximum Rate $69,086.28
Variance above/(below) Maximum Revenue ($6.40)
Applied Charge 89,079.88
Total Parcels 7oa
Total Parcels Levied 703
Total SFR Count 150
Total MFR Count 553
Balance to Levy for SFR (61.61 % of Total Ap plied Levy) $42,558.00
Applied Levy per SFR $283.72
Balance to Levy for MFR (38.39°k of Total Applied Levy) $28,521.88
Applied Levy per MFR j47,gg
Maximum Levy per SFR (Prior Fiscal Year) $282.86
Maximum Levy per MFR (Prior Fiscal Year) $47.82
Maximum Levy per SFR (Current Fiscal Year) $283.73
Maximum Levy per MFR (Current Fiscal Year) $47.97
Inflationary Factor Applied to Maximum Rate 0.308°k
~: •- •
Beginning Reserve Fund Balance $25,539.00
Reserve Fund Adjustments (2,267.48)
Prior/ Penalties/ Public Damage 322.00
Interest 451.00
Antici ated Reserve Balance 824 044.52
Willdan Financial Senricer Page /5
i~~~
APPENDIX A -DISTRICT BOUNDARY MAP
City of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
Landscape Lighting District 83-2 City of Dublin
O 83-2
Camp Parks RFTA
® City of Dublin
C~ City of Dublin, Sphere of Influence
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Willdan Financial Services Page 7 6
a~ ~,
Ciry of Dublin
Landscaping and Lighting District 1983-2
Engineer's Annual Levy Report
Fiscal Year 2009/2010
APPENDIX B - 2009/2010 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 property type, 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.
Willdan Financial Seruicer Page 77