HomeMy WebLinkAboutItem 4.05 AD 97-1 SantaRitaArea CITY CLERK
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: June 3~ 2003
SUBJECT: Landscaping Maintenance Assessment District 97-1
(Santa Rita Area) - Preliminary Engineer's Report
Report Prepared by: Lee S. Thompson, Public Works Director
ATTACHMENTS: 1) Resolution Approving Preliminary Engineer's Report
2) Resolution Appointing Time and Place of Hearing Protests
of Proposed Assessments (July 15, 2003)
3) Preliminary Engineer's Report (Assessment Diagram to be
Displayed at City Council Meeting)
RECOMMENDATION: ~ Adopt resolutions approving preliminary engineer's report and
L,,,!.~i~' setting hearing date and time (July 15, 2003, 7:00 p.m.) for the
2003-2004 assessment
FINANCIAL STATEMENT:
2003-2004 Sources and Use q£Landscape Maintenance District Funds:
Revenues:
Total Amount Proposed to be Assessed: $231,966.00
Estimated Jnterest Revenue: 4, 683. O0
Estimated Prior Year Collections and Penalties: 450.00
Less Estimated Collection and Delinquency Cost: (&583.00)
Net Total Revenues: $228,516. O0
Expenditures:
Cost of Maintenance and Utilities $233, 76& O0
Administration and Engineering: 1,250.00
Total Operating Expenses: $235, Ol& O0
Expenses are expected to exceed revenues as noted above. It is proposed to utilize a
small amount of reserves; however, it is recommended that the assessment be increased by
approximately 93% in order to keep pace with the cost o£maintenance. The recommended
2003-2004 assessment is $541.66 per acre, which is approximately 93% higher than the
2002-2003 assessment, but still below the maximum assessment allowed under the terms
COPIES TO: Alameda Co. Surplus Property Auth.
ITEM NO. - ~;. ~ ~:
g:\assessdistk97-1\staff rpt intent
of the Engineer's Report. Proposed single-family or multi-family lot assessments by
subdivision are indicated below.
DESCRIPTION: This assessment district, which was formed in the fall of 1996, funds street
landscape maintenance and utility costs for the Santa Rita development area, also known as Emerald Park.
This area is bounded by Arnold Road on the west, Gleason Drive on the north, Tassajara Road on the east,
and Interstate 580 on the south. The District was formed at the request of the property owner to assure
that all landscaping in Emerald Park would be maintained at a consistently high level as the property
owner did not believe that maintenance by homeowners' associations would achieve the same desirable
end result.
The scope of work includes maintenance of roadside landscaping for Dublin Boulevard, Hacienda Drive,
Central Parkway, a portion of Arnold Road, Tassajara Road (westerly portion), and a portion of Gleason
Drive, plus the maintenance of the trail and landscaping along the Tassajara Creek channel, as delineated
on Page 2 of the Engineer's Report.
The total maintenance and administration cost for this District for Fiscal Year 2003-2004 is expected to
be $235,018. It is proposed to use a minor amount of the existing surplus to offset part of this cost; the
proposed total assessment for Fiscal Year 2003-2004 is $231,966. The total developed acreage in this
District is now 428.26 acres, which breaks down to a per-acre assessment of $541.66, as compared to the
Fiscal Year 2002-2003 assessment of $280.32 per acre. As provided in the Engineer's Report, individual
lots in residential subdivisions are assessed based on density: the number of acres in the subdivision is
divided by the number of lots, and the resulting quotient is the assessment per lot. For Fiscal Year 2003-
2004, the following assessments resulted from this calculation:
California Creekside single-family lots: $77.02 per lot
California Brookside multi-family units: $33.90 per unit
SummerGlen - Richmond American (north) lots: $63.84 per lot
SummerGlen - Richmond American (south) lots: $74.26 per lot
SummerGlen - Kaufman & Broad and Pulte lots: $115.60 per lot
Dublin Greene Tract 7084 single-family lots: $81.62 per lot
Dublin Greene Tract 7149 multi-family units $61.48 per unit
Dublin Greene Tract 7149 condominium/apartment units $33.34 per unit
Commercial (including retail, office, and industrial uses, as well as apartment properties) are assessed
based on the per-acre figure multiplied by the number of acres per individual lot.
A substantial amount of the assessment district landscaping was accepted during Fiscal Year 2002-03
or is proposed to be accepted very early in 2003-04, and the budget for maintenance has been increased
accordingly. Improvement items included in the budget for this District are additional trash cans for the
Tassajara Creek Trail area and installation of drainage in turf areas along the trail. In addition, the reserve
in this District is now projected to be within the amount allowed by State Law, which is 50% of the
budgeted maintenance cost.
Staff recommends that the City Council adopt the resolutions approving the preliminary Engineer's
Report and setting a public hearing date of July 15, 2003, for the 2003-2004 assessment.
Page2
RESOLUTION NO. -03
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
APPROVING PRELIMINARY ENGINEER'S REPORT,
LANDSCAPING MAINTENANCE ASSESSMENT DISTRiCT 97-1 (SANTA RITA AREA)
WHEREAS, by its Resolution No. 024-03, a Resolution Initiating Proceedings for
LandscapLng Maintenance Assessment District No. 97-1 (Santa Rita Area) (the "District"), this Council
designated the City Engineer as Engineer of Work and ordered said Engineer to make and fie a report in
wrking in accordance with and pursuant to the Landscaping and Lighting Act of 1972; and
WHE~REAS, said Engineer of Work has made and filed with the City Clerk a preliminary
report in writing as ea~led for in said Resolution No. 024-03 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 pre 'hmimfily 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 of land within said
District, as contained in said report be, and it is hereby pre 'hminadly 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 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 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 3rd day of June, 2003.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: Mayor
City Clerk /
RESOLUTION NO. -03
A RESOLUTION OF TItE CITY COUNCIL
OF TIIE CITY OF DUBLIN
APPOINTING TIME AND PLACE OF HEARING PROTESTS
IN RELATION TO PROPOSED ASSESSMENTS
LANDSCAPING MAINTENANCE ASSESSMENT DISTRICT 97-1 (SANTA RITA AREA)
WHEREAS~ by i~s Resotation No. 024-03, a resolution directing preparation of annual
report for City of Dublin Landscaping and Lighting Maintenance Assessment District (the "D~strict") tb~s
Counc~l designated the City Engineer as Engineer of Work and ordered that Engineer to make and file a
report ~ w~tL~g in accordance with and pursuant to the Landscaping and Lighting Act o~ 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. 024-03, and under and pursuant to sa~d Act~ which
report has been presented to this Council for consideration; and
WHEREAS, said Counc~t has duly considered sa~d report and each and every part thereo£~
and grads that each and every part of said report ~s sufficient;
NOW, THEREFO1LE~ BE ~T RESOLVED that a public hearing shall be held on July 15,
2003, at 7:00 p.n~ a~ the Dublin Civic Center, 100 Civic Plaza~ Dublin, Califo~ at which the City
Council w~ hear protests and w~l consider and finally act upon the Engineer's Report.
BE IT FURTHER RESOLVED that the City Clerk is hereby directed to give notice of said
hearing by the following means: publishing a notice once a week for two weeks ~n a local newspaper
published and circulated ~n the City and conspicuously posting a notice at not less than three public
locations; said noticing to be completed at least ten (10) days before the date herein set £or hearing of
protests.
BE IT FURTHER RESOLVED that said notices shall contain the follow~g information:
the estknated assessment per parcel, ~e general description of the purpose or knprovements the
assessment w~ fund, the address to which a protes~ may be ma~led, and the date, hour, and place set for
the aforementioned public hearing.
PASSED~ APPROVED, AND ADOPTED this 3rd day of June, 2003.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: Mayor
City Clerk
CITY OF DUBLIN
LANDSCAPE MAINTENANCE DISTRICT NO. 1997-1
SANTA RITA AREA
FISCAL YEAR 2003-2004
ENGINEER'S REPORT
TABLE OF CONTENTS
1 ENGINEER S LETTER ............................................................................. 3
2 ESTIMATE OF COSTS .............................................................................. 5
3 METHOD OF APPORTIONMENT ........................................................... 6
4 PARCEL LISTING ..................................................................................... 7
5 CER TIFICA TIONS .................................................................................... 9
Cr)asseasdi~97-1Xrpt2003
1 ENGINEER'S LETTER
WHEREAS, on February 18, 2003, the City Council of the City of Dublin, California,
pursuant to the prOvisions of the Landscaping and Lighting Act of 1972, adopted its Resolution
Directing Preparation of Annual Report for Maintenance Assessment District 1997-1 for the
acquisition and maintenance of improvements more particularly therein described; and
WHEREAS, said ResOlution directed the undersigned to prepare and file a report
pursuant to Section 22565, et. seq., of said Act;
NOW, THEREFORE, the undersigned, by virtue of the power veSted in me under said
Act and the order of the Council of said City, hereby make the following assessment to cover the
portion of the estimated cost of acquisition of and maintenance of said improvements and the cost
and expenses incidental thereto, to be paid by said District.
SUMMARY OF ASSESSMENT
(1) (2) (3)
As Preliminarily As Finally
As Filed Approved Approved
Cost of Maintenance $233, 768. O0
Incidental Expenses $! 19, 73 7. O0
TOTAL COSTS $353,505.00
Estimated 2003-04 Interest Income
Applied to 2003-04 Operating Costs ($4, 683.00)
Prior Year Collections and Penalties ($450. 00)
Estimated Surplus from 2002-03 FisCal
Year ($116,40600)
SUB-TOTAL ($121,539.00)
AMOUNT TO BE ASSESSED FOR
FISCAL YEAR 2003-2004 $231,966.00
G 5assessdist\97-1 ~-pt2003
As required by said Act, a diagram is hereto attached showing the exterior boundaries of said
landscape maintenance assessment district and also the lines and dimensions of each lot or parcel of land
within said landscaping maintenance assessment district as the same existed at the time of the passage of
said resolution, each. of which lots or parcels having been given a separate number upon said diagram.
I do hereby assess the net amount to be assessed upon all assessable lots or parcels of land within
said landscape maintenance assessment district by apportioning that amount among the several lots or
parcels in proportion to the estimated benefits to be received by each such lot or parcel from the acquisition
and maintenance of said improvements, and more particularly set forth in the list hereto attached and by
reference made a part hereof.
Said assessment is made upon the several lots or parcels of land within said landscape maintenance
assessment district in proportion to the estimated benefits to be received by said lots or parcels respectively
from the acquisition and maintenance of said improvements. The diagram and assessment numbers
appearing herein are the diagram numbers appearing on said diagram, to which reference is hereby made
for a more particular description of said property.
The total assessment District area shall be 440.08 acres as shown in Section 4 (the Assessment
Diagram) of this report.
The scope of work shall include the following the maintenance and repair of landscaped and open
space areas, entry features, entry lighting, masonry soundwalls, wrought iron fences, publicly-owned
drainage ditches, irrigation systems, trees and plantings, furnishing of water and power for irrigation
systems, together with all appurtenant and incidental expenses for the following areas:
· The northerly and southerly street frontages for Dublin Boulevard, from Arnold Road to Tassajara
Road.
· The northerly and southerly street frontages for Central Parkway from Arnold Road to Tassajara
Road, excluding the future school frontage landscaping.
· The southerly street frontage for Gleason Drive, from Arnold Road to Tassajara Road and the
northerly street frontage for Gleason Drive, from Tassajara Creek to Tassajara Road.
· The easterly street frontage for Arnold Road, from Dublin Boulevard to Gleason Drive.
The easterly and westerly street frontages for Hacienda Drive, from the 1-580/Hacienda
interchange to Gleason Drive.
· The westerly street frontage of Tassajara Road, 350 feet southerly of the Tassajara Road and
Dublin Boulevard intersection, to 450' northerly of the Gleason Drive and Tassajara Road
intersection.
· Tassajara Creek and trail, from 1-580 to the northerly property boundary of the Alameda County
Surplus Property Authority property (APN 986-1-1-10).
· Street median landscaping is not part of this District.
Each lot or parcel of land assessed is described in the assessment list by reference to its parcel number as
shown on the Assessor's Maps of the County of Alameda for the Fiscal Year 2003-2004 and includes all of
such parcels excepting those portions thereof within existing public roads or rights of way to be acquired in
these proceedings for public road purposes. For a more particular description of said property, reference is
hereby made to the deeds and maps on file and of record in tJae_x~ffice of the County,/Recorder of said
oun .
'-~xzee ~. l~m~on
G:Xassessdist~97-1 h-pt2003
2 ESTIMATE OF COSTS
The estimated cost for the maintenance of improvements described in this Report for Fiscal Year
2003/04 is as follows:
Maintenance
Street Landscape Maintenance $176, 650. O0
Street Tree Maintenance $20, 736. O0
Utilities:
Electricky $4 76. O0
Water $35,906. O0
Administration $0.00
$233,768. O0
Incidentals
Engineer's Report and Proceedings $1,250. O0
County of Alameda Collection Costs ~ 1.7% $3,943.42
Delinquencies ~ 2. 0% $4,639.32
Contingencies/Reserve $109, 904. 26
$119,737.00
Total: $353,505.00
G 5assessdist\97-1 ~pt2003
3 METHOD OF APPORTIONMENT
The maximum developed acre assessment will be $710 per year, based on a total of 389,400
square feet of street improvements and a total of 957,000 square feet of creek improvements and
428.26 acres of developed property at build-out of all property within the District.
The cost of the Improvements will be divided equally among the total number of developed
properties within the boundaries of the District on a per acre basis.
"Developed acres" shall include property having a recorded final map or parcel map as of July 1 st
of each year.
Each year the City Council shall determine the assessment for that year based on the following:
1. Cost of maintenance of installed Improvements ("M").
2. Total amount of developed acres ("A").
3. The annual assessment for the developed acres for that year ("M") shall be spread on a
per-acre basis ("M" + "A") based on the following:
A. Commercial developed area, per acre basis.
B. Single-family residential area, per acre basis.
C. Multi-family residential area, per acre basis.
4. The single-family and' multi-family residential area per acre assessment will be further
spread on a per lot basis based on the number of lots on the final map, parcel map, or
condominium map for each particular development.
5. If the assessment in any year would exceed $710 per acre, the amount in excess of
$710 shall be assessed to the remaining undeveloped acres on a per acre basis, subject
to the maximum developed acre amount.
6. The maximum developed acre assessment of $710 per year will be increased annually
by the percentage increase in the Bay Area Urban Wage Earner Price Index (applies to
all costs except water and electricity), plus any actual increase in the cost for water
and electricity.
7. If the square footage cost of the Improvements will be less than the amount set forth
herein (after adjustment in accordance with Paragraph 6), the assessment shall be
reduced proportionately to reflect the reduced cost of Improvements in that year.
G 5assessdist\97-1 ~pt2003
4 PARCEL LISTING
The complete parcel list, showing APN, owner and assessmem per parcel will be provided with
the Final Engineer's Report. The following page shows the number of parcels assessed, the
assessment amount per parcel and the total assessment for the District.
G:Xassessdist\97- I Xrpt2003
2002/2003 ASSESSMENT ROLL ~ ~'~
LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 97-1
(SANTA raTA AREA)
ASSESSMENT AND APN PROPERTY OWNERS ACRES LOTS 2003 TAX YEAR
Per Acre Per Lot Total
1-1 PM 7355~ Parcel 4 ACSPA 22.07 I (NIC)
1-2 PM 7355, Parcel 7 CITY' OF DUBLIN (park) 26.11 1, (NIC)
2-1 thru 2-154 Book 986 Pages 6 8, 7 MULTIPLE, INDIVIDUAL OWNERS 21.9 15,4 541.66 77.02 11,861.08
3-155thru 3-277 Book 986 Pages 6 & 7 MULTIPLE~ INDIVIDUAL OWNERS 7.7 123 54t.66 33.90 4~169.70
4-1 Deleted 1
4-2 986 -0008-013 EQUILON ENTERPRISES 1.23, 541.66 666.24
4-3 986 -0008-012 DUBLIN HWANG 2.12, I 541.66 1,148.32
4-4 986 -0008-011 BABY SUPERSTORE 3.38 1 541.66 1 ~830.82
4-5 986 -0008-010 RREEF AMERICA REIT 2.41 I 541.66 1 ~305.40
4-6 986 -0008-009 RREEF AMERICA REIT 18.72 I 541.66 10~ 139.88
4-7 ' 986 -0008-004 ;FCA ACQUISITIONS 1.08 1 541.66 585.00
4-8 986 -0008-005 IBRINKER RESTAURANT 1.59 I 541.66 861.24
4-9 986 -0008-006 -3CARBROUGH~ W & P 1.08 I 541.66 585.00
4-10 986 -0008-008 !DUBLIN TEPPANYAKI LLC 1.01 I 541.66 547.08
4-11 986 -0008-007 iRREEF AMERICA REIT 4.93 I 541.66 2~670.38
4-12 986 -0008-016 CNL APF PARTNERS 1~03 I 541.66 557.90
4-13 986 -0008-017 APPLE BAY EAST 1.31 1 541.66 709.58
4-14 986 -0008-001 REGAL CINEMAS 13.47 I 541.66 7r296.16
4-15 986 -0016-006 !FtRST SECURITY BANK 4.83 I 541.66 2~616 22
4-16 986 -0016-007 ;EXTENDED STAY CA 2.53 1 541.66 1 r370.40'I
4-17 986 -0016-008 (Auto Nation) ;FIRST SECURITY BANK 19.17 1 541.66 10r383.62
5-1 986 -0014-001 US PROP. FUND GMBH & CO KG 13.15 I 541.66 7r122.82
5-2 986 -0014-002 ICREEKSIDE NORTH TRUST 5.9: 1 541.66 3~212.04
5-3 986 -001 4-003 CREEKSIDE NORTH TRUST 5.56 I 541.66 3,011:62
6-1 986 -0014-004 -IHH INVESTMENTS 11.47 1 541.66 6,212.84
6.2 986 -0014-007 iC.S.T.R.S. 9.93 I 541.66 5,378.68
6.3 986 -0014-008 !OPUS WEST 4.7 I 541.66 2~545.80
6.4 986 -0014-009 iOPUS WEST 5.05 1 541.66 .2~735.38
7-1 986 -0014-010 & 011 !AC, SPA & WDS DUBLIN* 26.02 I 541.66 14i094;00
8-1 986 -0005-026 iACSPA* 48.52 I 541.66 26~281
9-1 thru 9-61 Book 986 Page 10 !MULTIPLE~ INDIVIDUAL OWNERS 7.19 61 541.66 63.84 3,894.24
10-1 thru 10-238 Book 986 Pages 11 & 12 IMULTIPLE~ INDIVIDUAL OWNERS 50.79 238 541.66 115.60 27,512.80
11-1 thru 11-48 Book 986 Page 13 !MULTIPLE~ INDIVIDUAL OWNERS 6.58 48 541.66 74.26 3~564.48
12-1 986 -0009-001 (Jefferson Apts) BERE ISLAND PROPERTIES 15.08 1 541.66 8,168.24
13-1 986 -0008-015 (Archstone Apt-s) SECURITY CAPITAL PACIFIC TRS 12.4 I 541.66 6~716.58
14-1 986 -0016-009 ACSPA* 1.63 1 541.66 882.90
14-2 986 -0016-010 :ACSPA* 1.51 I 541.66 817:90
14-3 986 -0016-011 :ACSPA* 2.96 I 541.66 I i603.32
14-4 986 -0016-012 Koll Center 5.81 1 541.66 3,147.04
14-5 986 -0016-013 Kotl Center 7.04 I 541.66 3~813.28
14-6 986 -0016-014 Koll Center 6.48 I 541.66 3~509.96
14-7 986 -0016-015 ACSPA* 7.14 1 541.66 3~ 867.46
14-8 986 -0016-016 Koll Center 1.71 1 541.66 926.24
15-1 986 -0016-002 ;ARGONAUT HOLDINGS 3.36 I 541.66 1 ~819.98
15-2 986-0016-003 (General Motors) ARGONAUT HOLDINGS · 3.01 1 541.66 1~630.40
15-$ 986 -0016-004 ARGONAUT HOLDINGS 8.11 I 541.66 4~392.86
16-1 thru 16-100 986 -0020-003 thru 102 iMULTIPLE~ INDIVIDUAL OWNERS 15.07 100 541~66 81.62 8i162.00
17-1 thru 17-43 986 -0020-106 thru 148 !MULTIPLE, INDIVIDUAL OWNERS 4.88 43 541.66 6%48 2,643.64
18-1 thru 18-24 Book 986 Pages 21 & 22 !MULTIPLE~ INDIVIDUAL OWNERS 8.99 146 541.66 33.34 4~867.64
19-1 thru 19-95 Tract 7022 11.08 (NIC)
20-1 986 -0017-008 iACSPA* 15.75 1 541.66 8~531.14
New Annex. 986 -0017-001-02 ~,CSPA* 2.95 I 541.66 1,597.90
TOTAL GROSS ACRES 487.52
LESS PARK -26.11
LESS FUTURE PARK AREA -22.07
LESS TR. 7022 (Pages 18 & 19) -11.08 (DELETED FROM DISTRICT)
TOTAL ASSESSABLE ACRES 428.26 $ 231,968.54
Amount per acre/lot $ 541
· HANDBtLLED PARCELS
Page 5
5 CERTIFICATIONS
I, the City Clerk of the City of Dublin, California, hereby certify that the foregoing Engineer's
Report, including Assessment, in the amounts set forth in Section 2, with the diagram thereto
attached, was filed with me on June 3, 2003.
I, the City Clerk of the City of Dublin, California, hereby certify that the foregoing Assessmem,
with the diagram thereto attached, was preliminarily approved and confirmed by the City Council
of said City by its Resolution No. __-03, duly adopted by said Council on June 3, 2003.
I, the City Clerk of the City of Dublin, California, hereby certify that the foregoing Assessment,
with the diagram thereto attached, was finally approved and confirmed by the City Council of said
City by its Resolution No. -03, duly adopted by said Council on ~ 2003.
I, the City Clerk of the City of Dublin, California, hereby certify that a certified copy of the
Assessment and diagram was filed in the office of the County Auditor of the County of Alameda,
California on August 10, 2003.
G:Xassessdist~97- l'mpt2003