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HomeMy WebLinkAboutAgenda Report - October 20, 2004 E-08 PHAGENDA ITEM E"08 CITY OF LODI COUNCIL COMMUNICATION TM AGENDA TITLE: Adopt Resolution of Preliminary Determination and Resolution of Intention to Annex Woodlake Meadow Zone 7 to Lodi Consolidated Landscape Maintenance District No. 2003-1; Set Public Hearing and Deadline for Receipt of Ballots for December 15, 2004; and Adopt Resolutions Authorizing City Manager to Execute Professional Services Agreement Task Orders with Timothy J. Hachman, Attorney at Law, ($6,500) and Thompson-Hysell Engineers, a Division of The Keith Companies, Inc., ($6,500) for Services Required in Support of the Annexation MEETING DATE: October 20, 2004 PREPARED BY: Public Works Director RECOMMENDED ACTION: That the City Council adopt the following resolutions and additionally adopt resolutions authorizing the City Manager to execute Professional Services Agreement Task Order 2 with Timothy J. Hachman, Attorney at Law, and Professional Services Agreement Task Order 3 with Thompson-Hysell Engineers, a Division of The Keith Companies, Inc., for services required in support of the annexation: 1, Resolution of Preliminary Determination to Annex Territory to a Maintenance Assessment District, to Form a Zone, to Levy an Annual Assessment for Costs Incurred and Preliminary Approval of Engineer's Report for Woodlake Meadow Zone 7, Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. 2. Resolution of Intention to Annex Territory to a Maintenance Assessment District, to Form a Zone, to Levy and Collect an Annual Assessment for Maintenance and Operation of Improvements and for Costs and Expenses and Setting Time and Place of Public Hearing and Setting Forth Mailed Property Owner Ballot Procedure and Notice for Woodlake Meadow Zone 7, Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. BACKGROUND INFORMATION: Developers of the Woodlake Meadow subdivision have elected to form an assessment district pursuant to the Landscaping and Lighting Act of 1972 for the purpose of installing and/or maintaining the public improvements described in Exhibit 1. Woodlake Meadow Zone 7 consists of five lots. The location of Zone 7 is presented in Exhibit 1. The action requested of the City Council will initiate the steps leading to formation of the district and preliminarily approve the Engineer's Report. Additionally, the City Council will set a public hearing for December 15, 2004, to hear public testimony on the formation and proposed assessments and to finally act to form the district. The Engineer's Report, prepared by Thompson-Hysell Engineers, a division of The Keith Companies, Inc., of Modesto, California, is attached as Exhibit 1. It presents a description of the project, defines the area, describes the improvements to be maintained and provides a cost estimate of the First Year Estimated Assessment and sets the Maximum Annual Assessment amount. The annual assessment includes costs APPROVED: Interim City Manager J:1DEV_SERV1LandscapeDistdct12003Zone7\Clntention_Set PH.doc 1 10/12/2004 Adopt Resolution of Preliminary Determination and Resolution of Intention to Annex Woodlake Meadow Zone 7 to Lodi Consolidated Landscape Maintenance District No. 2003-1; Set Public Hearing and Deadline for Receipt of Ballots for December 15, 2004; and Adopt Resolutions Authorizing City Manager to Execute Professional Services Agreement Task Orders with Timothy J. Hachman, Attorney at Law, ($6,500) and Thompson-Hysell Engineers, a Division of The Keith Companies, Inc., ($6,500) for Services Required in Support of the Annexation October 20, 2004 Page 2 for maintaining the improvements, utilities, replacement reserves, and administration of the district. Since there are no reverse frontage walls, landscaping or street trees for the project, the principal activity covered by the district is a prorated share of public park maintenance. The Woodlake Meadow (Zone 7) subdivision is comprised of a single parcel that is expected to subdivide subsequent to the formation of the assessment district into five lots and will have a proposed assessment roll as set forth in Exhibit 1. Election ballots will be distributed to the owners of record as of the date of ballot preparation. Voting is based upon acres and simple majority vote is required to form the district. It is expected that none of the lots will be sold to individual homeowners prior to formation of the district on December 15, 2004. The First Year Assessment will be added to the tax roll for Fiscal Year 2005106 and the first revenues from the district will not be received until January 2006. FUNDING: Applicant fees and reimbursement from funds collected through the assessment district. Richard C. Prima, Jr. Public Works Director Prepared by Sharon A. Welch, Senior Civil Engineer RCPISAWIpmf Attachment cc: D. Stephen Schwabauer, Interim City Attorney Tony Goehring, Parks and Recreation Director George Bradley, Street Superintendent J:1DEV_SERV1LandscapeDistrict12003Zane7\Clntention_Set PH.doc 10/12/2004 ENGINEER'S REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI FISCAL YEAR 2004-2005 PREPARED BY: Thompson-Hysell Engineers, a division of The Keith Companies, Inc. 1016 12th Street Modesto, CA 95354 OCTOBER 2004 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI (Pursuant to the Landscaping and Lighting Act of 1972) The undersigned respectfully submits the enclosed annual report as directed by the City Council. DATED: , 2004. mm Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California mm I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Lodi, California on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California October 11, 2004 The Honorable Mayor and City Council of The City of Lodi, CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements of the "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Woodlake Meadow Zone 7) in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. BACKGROUND The Woodlake Meadow zone consists of a 5 -lot residential development located in the northwestern portion of the City of Lodi. The development is being pursued by Woodlake Meadow, LLC. This report is relative to the proposed Woodlake Meadow Zone 7 Landscape Maintenance District of the City of Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1, which provides annual funds for the maintenance of various public landscape improvements. PHASED DEVELOPMENT The Woodlake Meadow Zone 7 development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment (see Exhibit A). The Woodlake Meadow Zone 7 project, when completed, will include 5 dueF's. ASSESSMENT DISTRICT AREA The area of Woodlake Meadow Zone 7 is described as all of the property within the following assessor's parcel identified by assessor's number (APN): Book Page Parcel 015 230 09 A boundary map is attached to this Engineer's Report as Exhibit B. The assessment diagrams for the Woodlake Meadow Zone 7 Landscape Maintenance District are attached to the Engineer's Report as Exhibit C. Sheet 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. Engineer's Report Woodlake Meadow Zone 7 Page 2 of 6 October 11, 2004 PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Woodlake Meadow Zone 7 Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED The Woodlake Meadow Zone 7 Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30, or until such time as funds are available for maintenance, at which time the new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion. Description of Improvements for Future Development A. Public park land area of 0.0468 acres in size equivalent to the current level of service standard for park area within the City of 3.4 acres per 1000 persons served. ALLOCATION OF COSTS Assessments for the Woodlake Meadow Zone 7 Landscape Maintenance District are apportioned in a manner intended to fairly distribute the amounts among all assessable developed parcels in proportion to the estimated benefits to be received by each such parcel. A parcel is considered as being developed by reason of having been included as a lot or parcel in the Zone 7 recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessment are as follows: Dwelling Unit Equivalent Factor (dueF) The dueF for each use is as follows: A. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. Parcels designated for duplex use will be assigned a dueF of 2.0. B. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. Engineer's Report Woodlake Meadow Zone 7 Page 3 of 6 October 11, 2004 C. Commercial/Office All parcels determined to be developed for commercial or office use shall have the dueF factor calculated as follows: 5 dueF per acre for the first 7.5 acres 2.5 dueF per acre for the next 7.5 acres 1.25 dueF per acre for all acreage over 15 acres. D. Other Uses All parcels determined to have uses other than identified above shall have a dueF established at the time of the first annual budget affecting such areas as determined by the Engineer or other officer appointed by the City of Lodi to prepare the annual cost spread. The determined dueF shall follow the character of the factors assigned above as nearly as practicable, but the determination shall be the sole responsibility of the appointed parry and the City of Lodi. E. Zero Dwelling Unit Equivalent Factor (dueF) Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a zero assessment for that fiscal year. All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcels which may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all, publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or used for public utilities, public parks, public schools, and remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. Area Adjustments Parcels which have an assessment determined by area and which have a portion of the parcel occupied by public or public utility uses separate from the entitled use and located in easements, prior to the multiplication by the dueF, shall have the area of the parcel adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This reduction shall not apply for normal peripheral and interior lot line public utility easements generally existing over the whole subdivision. 2. Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single-family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single-family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will Engineer's Report Woodlake Meadow Zone 7 Page 4 of 6 October 11, 2004 all have a zero dueF and consequently a zero due and a zero assessment. 3. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 2003-1 are particular and distinct benefits (hereinafter "special benefits") over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. The base objective of the assessment spread is to distribute costs in accordance with the benefits received. Costs will be spread equally to each residential lot as follows: Lots 1-5 in Woodlake Meadow shall be assessed equally per their dueF for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of. 1) five percent (5.0%), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. Engineer's Report Woodlake Meadow Zone 7 Page 5 of 6 October 11, 2004 ESTIMATE OF COSTS The location and size of a park serving these subdivisions has not yet been determined. The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: Water for plants and trees, weeding, pruning, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, and maintaining and replacing all sprinkler lines and heads. The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as follows: FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM OPERATION OF COSTS ASSESSMENT ASSESSMENT Future Park Site $0.00 $500.00 Est. Subtotal Operation Costs $0.00 $500.00 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $0.00 $100.00 Publication $0.00 $100.00 City Administration Fee $0.00 $50.00 County Administration Fee $0.00 $15.00 Est. Total Administration Costs $0.00 $265.00 Est. Contingency $.00 $100.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $0.00 $865.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $0.00 $865.00 Engineer's Report Woodlake Meadow Zone 7 Page 6 of 6 October 11, 2004 Total dueF Assessment per dueF MAXIMUM ANNUAL ASSESSMENT ASSESSMENT ROLL $0.00 $173.00 The assessment roll for the fiscal year 2004-2005 is as follows: $173.00 Assess- FY 2004-05 FY 2004-05 Future Lot No. of ment APN No. Owner Estimated Maximum Nos. dueF's No. Assessment Assessment 1 015-230-09 1-5 Woodlake Meadow, 5 $0.00 $865.00 LLC Total 5 $0.00 $865.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 7. The proposed subdivision will yield approximately 5 dueF's (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, as set forth in Exhibit A. The foregoing Engineer's Report and the estimate of costs, as well as the Assessment Diagram and Assessment Roll, which are attached hereto, are presented for your approval by resolution dated this day of , 2004. THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 PALODI\302100\11d\Eng Rpt Woodlake.doc-rkc EXHIBIT A ASSESSMENT ROLL WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA COUNTY DIAGRAM ASSESSOR FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM NUMBER NUMBER UNIT NO. LOT NO. ASSESSMENT ASSESSMENT 1 015-230-09 Woodlake Meadow Lot No. 1 $0.00 $173.00 2 015-230-09 Woodlake Meadow Lot No. 2 $0.00 $173.00 3 015-230-09 Woodlake Meadow Lot No. 3 $0.00 $173.00 4 015-230-09 Woodlake Meadow Lot No. 4 $0.00 $173.00 5 015-230-09 Woodlake Meadow Lot No. 5 $0.00 $173.00 TOTAL $0.00 $865.00 P:\LODI\302100\lld\Exhibit A Woodiake.xls-rkc Page 1 of 1 — OVERALL DISTRICT BOUNDARY UNE EMBIT / B �(I PROPOSED AMENDED BOUNDARIES (WOODLAKE MEADOW ZONE 7 ANNDl4770N) CITY OF LODI CONSOVD47FD LANDSCAPE Z� i MA/N7FNANCE ASSESSMENT DIS7RICT NO. 2003-1 CITY OF STOCKTON, SAN JOAQUIN COUNTY / i STA7F OF CALIFORNIA / / BONG PORTIONS OF SEMONS 34, / g3' T.4 H., R.6 E, M.D.B.& M., p1Y OF SIOCKIDN, / SAN ia4oulN couN w, GIUFO M / THOMPSOWMELL SWINEERS / CO / 3 I TOT6 12th SNEET �BER,U200At CWFURNM R,5,O° 52� REED IN THE O FTC£ OF 1H£ Cm CLERK OF 1H£ C17Y OF LODI 7Ht� AAY OF .2004. / / PP 30,09 I CITY CLERK OF 7H£ CITY OF LODI gag/ i % / 5 4 15,2 2 �' RECORDED THIS DAY OF 2004 A7 TH£ HOUR OF— 0 CLOCK _.M. IN BOOK PAG£ OF 5 2�A�22j1 I h AAP OF ASSESSMEWS AND COMMUNITY FACILM S AWNCTS IN THE OFFXE` OF 7H£ COUNTY RECORDER OF THE COUNTY OF SW "WIN, SPATE OF CALIFORNA. W COUNTY RECORDER OF SAN "QUIN COUNTY, CAUFORNM �— S 7*1208" Wim` I, HEREBY CERTIFY TMT THE TYTTMN WP SF"M PROI OSED BOUNDARY OF LODI CONSOULNTED IANDSYiWE AwNTEWAVE s LODI.aTY OF OSAN AP I COUNTY AUFOROVT WAS vm r W aTY COUNCIL OF THE CITY OF LODI AT A REG" MEEANG MEREW. MELD ON THE LOWER �OR4MENT0 DAY OF , 2004, BY ITS RESOLUIIOw Na ROAD CRY CLERK OF THE Cm OF LODI THE AUBMED BOUNDARY AAP AMENDS THE BOUNLWtY MAP FOR aTY OF LODI WOOD WNp 1– o I % CIOTMMIED LANDSOAPE AA/ OMACE ASSESSNENP USVWr NO 2005-1, Cm OF LOP, SO JGAWIN COUNTY, SPAR: OF CALAVMH AftV RECORDED AT BOOK 4 OF p 21 AT Ar P 105, A TSE OFFlCE OF 7H£ COUNTY RECORDER 5, LOW SAN JOADUdd STAR: OF CAUFORM4 I 1 I — OVERALL DISTRICT BOUNDARY UNE EMBIT / B M07ES 1. ASSESSVORS APPLY ONCE IO LAND LOC47ED WHIN THE L7/Y OF LOA' AAD WTHlN THE DES ,M7ED ASSESSORS PARCELS 2 TMS ANP WAS COAO°JLED FROM THE RECORD TM47RMA77ON AND IS NOT 7HE RERRT OF A FWID SURVEY. .I 7MS ASSESSMENF DWWr CONIANS 1.0 ACRE — — ASMSUENT DbTRTCT MWa4RY LINE Q/ ASSESSMENT D57R/CT PARCEL NUMBER i ASSESSW&ffDMGWlA Ex BOOK PACE PARCELS / 015 230 09 / G0- / UPRR. / RV1,100. go -09 015-2p ASSESSMENT DIAGRAM, ZONE 7 WOODLAKE MEADOW CITY OF LODI CONSOUDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT II NO. 2003-1 CITY OF STOCKTON, SAN JOAQUIN COUNTY Z� STATE OF CAUFORN/A 1 �II IW y W N !� i W .TT7.6-91--- I I COWER SACRAMENTO ROAD 1° LAK6�" P 27,81 1 7 BEING PORWW OF SECTIONS X. T.4 N., R.6 E. MAfit& Alt, CITY OF 5TOCK70N, SAN JWWl IN COUNT?, CAUFMVA THOMPSOAtHY ML ENGINEERS 1016 12th STREET MODESTO, CALIFORNIA OCTOBER, 2004 FRED IN THE OFFICE OF THE CITY CLEIW OF 7HE CITY OF LORI INS _ AIY OF . 2004. CITY CLERK OF THE CITY OF LODI RECORDED W THE OFFICE OF THE SUPERINTENDENT OF STREETS THIS _ OAY OF . 20004. SUPERINIDVDENT OF STREETS OF THE CITY OF LODI F1lfD TIdS_ OIY OF 2004 AT TIE HOUR OF_ O'aOCK_.M. Av BOOK PACE OF ANP OF ASSESSMEIVIS AND COMMUNDY MaMES aVWIS IN THE 071E OF THE CaffiTY RECORDER OF THE COUNTY OF SW "OW,, STATE OF C4UF09VLA. ASS£SMR-RECORDER-COUNTY CLERK OF SW , aWN COLMR; CAUFORM4 AN ASSESSWENr WAS LEKD BY THE CITY CO(AVf.7L OF THE L7/Y OF LODI, COUNTY OF SW "(X#N. SLATE OF CMOV % ON THE PIECES AND PARCELS OF LAND SIOWN OF THE ASSESSMOff DWLi4AM. THE ASSESSAWIVT Wits L EM ON THE _ OAY OF . 2004. THE ASSf357WNT a4MW AAD THE ASSESSMOVT ROLL WERE RECORDED AN THE 00TIC£ OF THE SUFE? TENDENT OF STREETS OF THE L7/Y ON INE_ a4Y OF 2004. RUDUCE 6 UWE IO THE ASSESSMEM ROLL RECOR10 D AN 71E WCE OF THE SUPOWEVID&T OF STREEIS FAR THE EMT AVOI,NT OF E 0Y ASWW" LEM AGVN67 MCH PARCEL OF LAND SHOWN OF DO ASSESSAWJVT DDIQ4W L7/Y CLERK OF THE CLTY OF LOA' C CV IBff SHEET I OF 2 V POR. SEC. 34, T.4N. ME, M.D.B. &M CWr M Jw. Jf �I A- R. S. Hk. 06 Pg. 0:f, 8- R. 5. Hk. C5 Pg. 195 e 1. S. Hk. 66 Pg. 233 0- P. M. 9k. 12 Pg- 103 E- P. M. Hk. 13 Pg- 0?.v r- R. S. 2k. 29 Pg. 066 G- P. M. Hk. 1 / Pg. IHN 11- i2. S. Hk- 31 Pg. 1'J6 1- P. U- Bk- 16 Pg. .63 J- P. If 3k 21 Pg. 075 NOTE. R--w's Pa•re1 Numbrls Shawn in C:¢las AJ6R3dW % iI.,Ck HsmhrrS S—.. in ..c- THIS MAP IS FOR ASSESSMENT USE ONLY 015-23 Lwr 35 2 r CITY OF LODI Assessor's Mop Bk -015 Pg.23 County of Son Joaquin, Calif. SHEET 2 Or 2 RESOLUTION NO. 2004-215 A RESOLUTION OF THE LODI CITY COUNCIL MAKING PRELIMINARY DETERMINATION TO ANNEX WOODLAKE MEADOW (ZONE 7) TO A MAINTENANCE ASSESSMENT DISTRICT, TO FORM ZONE 7, TO LEVY AN ANNUAL ASSESSMENT FOR COSTS INCURRED AND PRELIMINARY APPROVAL OF ENGINEER'S REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (Landscaping and Lighting Act of 1972) NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that: 1. The City Council proposes to annex territory to an existing assessment district, to form a zone and to levy and collect assessments pursuant to the Landscaping and Lighting Act of 1972 (Streets & Highways Code, Section 22500, et seq.) (the "Act"). 2. The improvements to be installed and/or maintained in the territory to be annexed are generally described as public park land area 0.0468 acres in size, equivalent to the current level of service standard for park area within the City of 3.4 acres per 1,000 persons served. 3. The territory to be annexed shall be known as follows: Woodlake Meadow Zone 7, Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1 (Landscaping and Lighting Act of 1972), City of Lodi, San Joaquin County, California. The territory is a residential area comprising 5 lots in all, east of Lower Sacramento Road, north of Eilers Lane, south of the Southern Pacific Railroad tracks, and east of Lodi Lake Park in the City of Lodi, California. 4. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., of Modesto, California, is directed to prepare and file a report in accordance with Article 4 (commencing with Section 22565 of Chapter 1 of Streets & Highway Code.) 5. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., designated engineer, in accordance with the Council's directive herein, has filed with the City Clerk the Report required by Section 22585 of the Act, which Report is hereby preliminarily approved. Dated: October 20, 2004 City of Lodi. ROD: Zone 7: draft 10/5/04 I hereby certify that Resolution No. 2004-215 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 20, 2004, by the following vote: AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLACKSTON City Clerk 2004-215 EXHIBIT 1 ENGINEER'S REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI FISCAL YEAR 2004-2005 PREPARED BY. Thompson-Hysell Engineers, a division of The Keith Companies, Inc. 1016 12th Street Modesto, CA 95354 OCTOBER 2004 60 ANNUAL ENGINEER'S REPORT FOR THE 2004-1005 FISCAL YEAR WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI (Pursuant to the Landscaping and Lighting Act of 1972) The undersigned respectfully submits the enclosed annual report as directed by the City Council. DATED: , 2004. :• Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Lodi, California on the day of . 2004. , City Clerk, City of Lodi San Joaquin County, California .V I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California : 51 October 11, 2004 The Honorable Mayor and City Council of The City of LA CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements ofthe "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Woodlake Meadow Zone 7) in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. The Woodlake Meadow zone consists of a 5 -lot residential development located in the northwestern portion of the City of Lodi. The development is being pursued by Woodlake Meadow, LLC. This report is relative to the proposed Woodlake Meadow Zone 7 Landscape Maintenance District ofthe City of Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1, which provides annual funds for the maintenance of various public landscape improvements. PHASED -DEVELOPMENT The Woodlake Meadow Zone 7 development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment (see Exhibit A). The Woodlake Meadow Zone 7 project, when completed, will include 5 dueF's. ASSESSMENT DISTRICT AREA The area of Woodlake Meadow Zone 7 is described as all of the property within the following assessor's parcel identified by assessor's number (APN): Book Paye Parcel 015 230 09 A boundary map is attached to this Engineer's Report as Exhibit B. The assessment diagrams for the Woodlake Meadow Zone 7 Landscape Maintenance District are attached to the Engineer's Report as Exhibit C. Sheet 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. �N Engineer's Report Woodlake Meadow Zone 7 Page 2 of 6 October 11, 2004 PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Woodlake Meadow Zone 7 Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED The Woodlake Meadow Zone 7 Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30, or until such time as funds are available for maintenance, at which time the. new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion. Description of Improvements for Future Development A. Public park land area of 0.0468 acres in size equivalent to the current level of service standard for park area within the City of 3.4 acres per 1000 persons served. ALLOCATION OF COSTS Assessments for the Woodlake Meadow Zone 7 Landscape Maintenance District are apportioned in a manner intended to fairly distribute the amounts among all assessable developed parcels in proportion to the estimated benefits to be received by each such parcel. A parcel is considered as being developed by reason of having been included as a lot or parcel in the Zone 7 recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessment are as follows: 1. Dwelling Unit Eguivalent Factor dueF The dueF for each use is as follows: A. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. Parcels designated for duplex use will be assigned a dueF of 2.0. B. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. 53 D. Qther Uses All parcels determined to have uses other than identified above shall have a dueF established at the time of the first annual budget affecting such areas as determined by the Engineer or other officer appointed by the City of Lodi to prepare the annual cost spread. The determined dueF shall follow the character of the factors assigned above as nearly as practicable, but the determination shall be the sole responsibility of the appointed party and the City of Lodi. E. Zero Dwelling Unit Equivalent Factor dueF Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a zero assessment for that fiscal year. All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcels which may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all, publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or used for public utilities, public parks, public schools, and remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. 1. Area Adiu_stmeuts Parcels which have an assessment determined by area and which have a portion of the parcel occupied by public or public utility uses separate from the entitled use and located in easements, prior to the multiplication by the dueF, shall have the area of the parcel adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This reduction shall not apply for normal peripheral and interior lot line public utility easements generally existing over the whole subdivision. 2. Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single-family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single-family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will 54 Engineer's Report Woodlake Meadow Zone 7 Page 4 of 6 October 11, 2004 all have a zero dueF and consequently a zero due and a zero assessment. 3. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 2003-1 are particular and distinct benefits (hereinafter "special benefits") over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. The base objective of the assessment spread is to distribute costs in accordance with the benefits received. Costs will be spread equally to each residential lot as follows: Lots 1-5 in Woodlake Meadow shall be assessed equally per their dueF for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of 1) five percent (5.01/6), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. Eneer's Report WoDdlake Meadow Zone 7 .:Papp 5 of 6 -11,2004 IS MATE OF CATS The location and size of a park serving these subdivisions has not yet been determined. The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: Water for plants and trees, weeding, pruning, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, and maintaining and replacing all sprinkler lines and heads. The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as follows: FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM OIZMIQN OF COSTS ASSESSMENT ASSESSMENT Future Park Site $0.00 $500.00 Est. Subtotal Operation Costs $0.00 $500.00 DI,LTRICT ADMINISTRATION COSTS Annual Engineer's Report $0.00 $100.00 Publication $0.00 $100.00 City Administration Fee $0.00 $50.00 County Administration Fee $0.00 $15.00 Est. Total Administration Costs $0.00 $265.00 Est. Contingency $.00 $100.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $0.00 $865.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $0.00 $865.00 56 Engineer's Report Woodlake Meadow Zone 7 Page 6 of 6 October 11, 2004 Total dueF Assessment per dueF MAXIMUM ANNUAL ASSESSMENT ASSESSMENT ROLL 5 $0.00 $173.00 The assessment roll for the fiscal year 2004-2005 is as follows: $173.00 Assess- Future Lot FY 2004-05 FY 200405 went APN No. os. Owner ueNo. 's Estimated. Maximum No. s Assessment Assessment 1 015-230-09 1-5 Woodlake Meadow, 5 $0.00 $865.00 LLC Total 5 $0.00 $865.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 7. The proposed subdivision will yield approximately 5 dueF's (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, as set forth in Exhibit A. The foregoing Engineer's Report and the estimate of costs, as well as the Assessment Diagram and Assessment Roll, which are attached hereto, are presented for your approval by resolution dated this day of , 2004. PALODF002100111d1Eng Rpt Woodlake.doc-rke THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 bil P'%L0DAW2100Yld1Exhlbk A Woodlake.xls-ft Page 1 o(1 EXHIBIT A ASSESSMENT ROLL WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA COUNTY FY 2004-05 FY 2004-05 DIAt3RAM ASSESSOR ESTIMATED MAXIMUM NUMBER NUMBER UNIT NO. LOT NO. ASSESSMENT ASSESSMENT 1 015-230-09 Woodlake Meadow Lot No. 1 $0.00 $173.00 2 015-230-09 Woodlake Meadow Lot No. 2 $0.00 $173.00 3 015-230-09 Woodlake Meadow Lot No. 3 $0.00 $173.00 4 015-230-09 Woodlake Meadow Lot No. 4 $0.00 $173.00 5 015-230-09 Woodlake Meadow Lot No. 5 $0.00 $173.00 TOTAL $0.00 $865.00 P'%L0DAW2100Yld1Exhlbk A Woodlake.xls-ft Page 1 o(1 a� i CO. ss� / Pi5o Opf �+ 4 015" 2 5 ' 41 W ' N J' I to" SACR,gME}VTD � 1 j f,oaV�```r----� W005; so I LEW m 1 d"a Aawr Below, Lm PROPOSED AMENDED BOUNLARIES (*WDLAKE ME40OW ZONE 7 ANNIXATION) 07Y OF LODI CONSOUDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF STOCKTON, SAN JQAQUIN COUNTY STATE OF GAUFORNM aM MOM OF SECMW 34 SAN d7aW MWYJ"I, CAL fors 12th SnW MXESM, r+LAFOrPM 0cmaER 2m am AY m Os7x r ar RCE wr cYE w or 111E c fr QF Lacs mL, DIY W - — - . srlDr. WY CLE701C OF 7W C7fr OF LOOP fiecofiam 1Cms lf, My or ZM Ar 7AE FGPAAI 1AFp A� Aho aNrIPAw�FAccAnES it 'FS NP RIE c"w OF JW CW*Ty A'EL10 TWf CrIW COMM OF SAN AMM 5f9IfE OF A11MW or SSN J comfly f. 1 lAF1Iw C>:" r rmT RE WAW AW 9mm m vtLS'ED ASSESMff pC Wr An MI -1 MY Or AOA SW .EMOfW WR1 r a Arun Nils Afy1i1nb ff 111E or COPMiCfi ff oK car CIF C NR Ar A MAW 1i>< W DO. 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'' ArrHA VM A P.I-bMrs s e 4 THis mAP IS FOR ASSESSMENT USE ONLY 015-23 CITY OF LODI Assessor's Map Bk.d i 5 Pg.23 County of Son Joaquin, Calif. �sar RESOLUTION NO. 2004-216 A RESOLUTION OF THE LODI CITY COUNCIL DECLARING ITS INTENTION TO ANNEX WOODLAKE MEADOW (ZONE 7) TO A MAINTENANCE ASSESSMENT DISTRICT, TO FORM ZONE 7, TO LEVY AND COLLECT AN ANNUAL ASSESSMENT FOR MAINTENANCE -AND OPERATION OF IMPROVEMENTS AND FOR COSTS AND EXPENSES AND SETTING TIME AND PLACE OF PUBLIC HEARING AND SETTING FORTH MAILED PROPERTY OWNER BALLOT PROCEDURE AND NOTICE WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (Landscaping and Lighting Act of 1972) NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that: 1. The City Council proposes to annex territory to an existing assessment district, to form a zone and to levy and collect assessments pursuant to the Landscaping and Lighting Act of 1972 (Streets & Highway Code, Section 22500, et seq.) (the "Act"). 2. The improvements to be installed and/or maintained in the territory to be annexed are generally described as public park land area 0.0468 acres in size, equivalent to the current level. of service standard for park area within the City of 3.4 acres per 1,000 persons served. 3. The territory to be annexed shall be known as follows: Woodlake Meadow Zone 7, Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1 (Landscaping and Lighting Act of 197.2), City of Lodi, San Joaquin County, California. The territory is a residential area comprising 5 lots in all, east of Lower Sacramento Road, north of Eilers lane, south of the Southern Pacific Railroad tracks, and east of Lodi Lake Park in the City of Lodi, California. 4. In accordance with the City Council's resolution initiating proceedings, Thompson- Hysell Engineering, a division of The Keith Companies, Inc., of Modesto, California, designated engineer, has filed with the City Clerk the Report required by Section 22585 of the Act, which Report has been preliminarily approved by this Council. All interested persons are referred to that Report for a full and detailed description of the improvements, the zone to be formed, the proposed assessments upon assessable lots and parcels of land within the territory proposed to be annexed and the proposed budget for the fiscal year 2005-06, the estimated cost of annual operation and maintenance of the improvements, and the maximum annual assessment. 5. On Wednesday, December 15, 2004, at the hour of 7:00 p.m., or as soon thereafter as possible, at the regular meeting place of the Lodi City Council, Carnegie Forum, 305 West Pine Street, Lodi, California, the City Council will conduct a public hearing, at which the Council will hear and consider any objections and protests respecting (a) whether the public interest and convenience require the improvements and/or maintenance thereof, (b) the extent of the territory to be annexed and the formation of Zone 7, (c) the estimated costs and expenses of the project, (d) the amounts of the assessments proposed to be levied upon the benefited parcels, and (e) the method or formula by which benefit has been estimated and any other aspect of the proposed annexation of territory and the formation of Zone 7 to which any interested person may want to object or protest. The City Clerk shall tabulate the assessment ballots received and report the same to the City Council. 6. The proposed boundaries of the proposed territory to be annexed are hereby described as shown on a map thereof on file in the office of the City Clerk (the "Amended Boundary Map"), which indicates by a boundary line the extent of the territory to be included in the proposed City of Lodi: 1201: Zone 7 draft 10 /5/04 annexation and which Amended Boundary Map shall govern for all details for further purposes of the proceedings for the annexation and to which reference is hereby made for further particulars. This Council approves the map and adopts the boundaries shown on the map as describing the extent of the territory included in the proposed annexation and finds that the map is in the form and contains -the matters prescribed by Section 3113 of the California Streets and Highways Code. This Council directs the City Clerk to certify the adoption of this resolution on the face of the map, and to record, or cause to be recorded, said map of the boundaries of the territory proposed to be annexed in the office of the County Recorder within ten days of the date of the adoption of this Resolution. 7. Notice is further given that Wally Sandelin of the Public Works. Department, Telephone (209) 333-6709, is the person and the department designated by this Council to answer inquiries regarding the protest proceedings. 8. The City Clerk is hereby authorized and directed to cause notice of the hearings ordered under Section 5 hereof to be given by mailing, postage prepaid, in the United States mail, and such notice shall be deemed to have been given when so deposited in such mail. The envelope or cover of the mailing shall include the name of the City and the return address of the City Clerk as the sender. The mailed notice shall be given to all property owners within the territory to be annexed as shown in the Engineer's Report by such mailing by name to those persons whose names and addresses appear on the last equalized assessment roll of the County of San Joaquin or the State Board of Equalization assessment roll, as the case may be. The notice shall include, but not be limited to, the total amount of the assessment proposed to be levied in the territory proposed to be annexed, the assessment proposed for the owner's particular parcel(s) and the duration thereof, the reason for the assessment and the basis upon which the amount of the assessment was calculated. Each notice shall also contain an assessment ballot, a summary of the procedures applicable to the completion, return and tabulation of assessment ballots, and a statement that the existence of a majority protest will result in the assessment not being imposed. The notice herein provided shall be mailed not less than forty-five (45) days before the date of the public hearing. Dated: October 20, 2004 I hereby certify that Resolution No. 2004-216 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 20, 2004, by the following vote: AYES: COUNCIL MEMBERS -- Beckman, Hitchcock, Howard, Land, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLACKSTON City Clerk 2004-216 EXHIBIT 1 ENGINEER'S REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI FISCAL YEAR 2004-2005 PREPARED BY: Thompson-Hysell Engineers, a division of The Keith Companies, Inc. 1016 12th Street Modesto, CA 95354 OCTOBER 2004 50 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI (Pursuant to the Landscaping and Lighting Act of 1972) The undersigned respectfully submits the enclosed annual report as directed by the City Council, DATED: I , 2004. mm Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Lodi, California on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California EUM I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of , 2004. , City Clerk, City of Lodi San Joaquin County, California 51 To Whom It May Concern: October 11, 2004 This report is prepared pursuant to and in compliance with the requirements of the "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Woodlake Meadow Zone 7) in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. BACKQR—Qt D The Woodlake Meadow zone consists of a 5 -lot residential development located in the northwestern portion of the City of Lodi. The development is being pursued by Woodlake Meadow, LLC. This report is relative to the proposed Woodlake Meadow Zone 7 Landscape Maintenance District of the City of Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1, which provides annual funds for the maintenance of various public landscape improvements. PHASED DEVELOPMENT The Woodlake Meadow Zone 7 development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment (see Exhibit A). The Woodlake Meadow Zone 7 project, when completed, will include 5 dueF's. ASSESSMENT DISTRICT AREA The area of Woodlake Meadow Zone 7 is described as all of the property within the following assessor's parcel identified by assessor's number (APN): Book Page Parcel 015 230 09 A boundary map is attached to this Engineer's Report as Exhibit B. The assessment diagrams for the Woodlake Meadow Zone 7 Landscape Maintenance District are attached to the Engineer's Report as Exhibit C. Sheet 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. 52 Engineer's Report Woodlake Meadow Zone 7 Page 2 of 6 October 11, 2004 PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Woodlake Meadow Zone 7 Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED The Woodlake Meadow Zone 7 Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30, or until such time as funds are available for maintenance, at which time the new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion. I . Description of Improvements for Future Development A. Public park land area of 0.0468 acres in size equivalent to the current level of service standard for park area within the City of 3.4 acres per 1000 persons served. ALLOCATION OF COSTS Assessments for the Woodlake Meadow Zone 7 Landscape Maintenance District are apportioned in a manner intended to fairly distribute the amounts among all assessable developed parcels in proportion to the estimated benefits to be received by each such parcel. A parcel is considered as being developed by reason of having been included as a lot or parcel in the Zone 7 recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (duel~) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessment are as follows: Dwelling Unit Equivalent Factor (duef The dueF for each use is as follows: A. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. Parcels designated for duplex use will be assigned a dueF of 2.0. B. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. 53 C. Commercial/Office All parcels determined to be developed for commercial or office use shall have the dueF factor calculated as follows: 5 dueF per acre for the first 7.5 acres 2.5 dueF per acre for the next 7.5 acres 1.25 dueF per acre for all acreage over 15 acres. D. Other Uses All parcels determined to have uses other than identified above shall have a dueF established at the time of the first annual budget affecting such areas as determined by the Engineer or other officer appointed by the City of Lodi to prepare the annual cost spread. The determined dueF shall follow the character of the factors assigned above as nearly as practicable, but the determination shall be the sole responsibility of the appointed party and the City of Lodi. E. Zero Dwelling Unit E uivalent Factor dueF Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a zero assessment for that fiscal year. All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcels which may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all, publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or used for public utilities, public parks, public schools, and remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. 1. Area Adjustments Parcels which have an assessment determined by area and which have a portion of the parcel occupied by public or public utility uses separate from the entitled use and located in easements, prior to the multiplication by the dueF, shall have the area of the parcel adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This reduction shall not apply for normal peripheral and interior lot line public utility easements generally existing over the whole subdivision. Z_ Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single-family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single-family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will 54 Engineer's Report Woodlake Meadow Zone 7 Page 4 of 6 October 11, 2004 all have a zero dueF and consequently a zero due and a zero assessment. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 2003-1 are particular and distinct benefits (hereinafter "special benefits") over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. The base objective of the assessment spread is to distribute costs in accordance with the benefits received. Costs will be spread equally to each residential lot as follows; 1. Lots 1-5 in Woodlake Meadow shall be assessed equally per their dueF for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of. 1) five percent (5.0%), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. 56 ErWneer's Report Woodlake Meadow Zone 7 :Pam 5 of 6 1, 2004 ATE OF COSTS The location and size of a park serving these subdivisions has not yet been determined. The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: Water for plants and trees, weeding, pruning, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, and maintaining and replacing all sprinkler lines and heads. The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as follows: FY 2004-05 FY 2004-05 ESTIMATED MAXEVIT]M OPERATION OF COSTS ASSESSMENT ASSESSMENT Future Park Site $0.00 $500.00 Est. Subtotal Operation Costs $0.00 $500.00 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $0.00 $100.00 Publication $0.00 $100.00 City Administration Fee $0.00 $50.00 County Administration Fee $0.00 $15.00 Est. Total Administration Costs $0.00 $265.00 Est. Contingency $.00 $100.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $0.00 $865.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $0.00 $865.00 56 Engineer's Report Woodlake Meadow Zone 7 Page 6 of 6 October 11, 2004 Total dueF Assessment per dueF MAXIMUM ANNUAL ASSESSMENT ASSESSMENT ROLL $0.00 The assessment roll for the fiscal year 2004-2005 is as follows: $173.00 $173.00 Assess- Future Lot No. of FY 2004-05 FY 2004-05 ment APN No. Nos. Owner dueF's Estimated Maximum No. Assessment Assessment 1 015-230-09 1-5 Woodlake Meadow, 5 $0.00 $865.00 LLC Total 5 $0.00 $865.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 7. The proposed subdivision will yield approximately 5 dueF's (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, as set forth in Exhibit A. The foregoing Engineer's Report and the estimate of costs, as well as the Assessment Diagram and Assessment Roll, which are attached hereto, are presented for your approval by resolution dated this day of , 2004. PALODM02I00111dT-ng Rpt Woodlake.doc-rkc THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 57 EXHIBIT A ASSESSMENT ROLL WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA PALOORW21OOVld1Exhibit A Woodiake.xls-rkc Page 1 of 1 COUNTY FY 2004-05 FY 200405 DIAGRAM ASSESSOR ESTIMATED MAXIMUM NUMBER NUMBER UNIT NO. LOT NO. ASSESSMENT ASSESSMENT 1 015-230-09 Woodlake Meadow Lot No. 1 $0.00 $173.00 2 015-230-09 Woodlake Meadow Lot No- 2 $0.00 $173.00 3 015-230-09 Woodlake Meadow Lot No. 3 $0.00 $173.00 4 015-230-09 Woodlake Meadow Lot No. 4 $0.00 $173.00 5 015-230-09 Woodlake Meadow Lot No. 5 $0.00 $173.00 TOTAL $0.00 $865.00 PALOORW21OOVld1Exhibit A Woodiake.xls-rkc Page 1 of 1 i p ; 5 j 101iEp Su4CR, /ENTO RaW ' Y 1 pop" r f !� M T PROPOSED AMENDED BOUNDARIES (WOODLAKE MEADOW ZONE 7 ANNEYANON) CITY OF LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF STOCKTON, SAN JAWUIN COUNTY STATE OF CriLIFORNW BM POiRT)OW OF SECTA S A T.4 H R.a 4 Ata" U. mompsymmEL ENGAEM_ Tors 12L/r SMELT AWaESM CALf1aRW OCrOW 2004 FXM N WE OFFA:E aF 110E WY CLM OF nC aTr Of LODI Off - 04Y Of .20N. 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ABgMVAM AFr+Lr OWE IV L40 tOG W AK WMW RAE 01r OF LOW A0V WW me ms IV or / A NO AMP W COWID MW RAE 111A71EIWWN AND 6 MY IW AERIT 4F / A FW SLR1£1: S IM ASSESSMOYT 01578 CT CMMWC 1.0 ADM i` / 430 o}5 2O M W � trs 4ht;A' I r. I t LOWER SWRAMEWTO Ip 27 i ASSESSMENT DWGRAM, ZONE 7 WOODL4KE MEADOW CITY OF LODI CONSOIJAATED LANDSWE MAINTENANCE ASSESSMENT DISTRICT NO. 200.3-1 CITY OF STOCKTON, SAN J04OUIN COUNTY Z� STATE OF CALIFORNW bIEI W PORI1 W OF SEMOM 34. T.4N R6 E. MA&&K, My or snxxnx SAN da4MW CW" DKOMM ThgNb10K MEU SYSWEM 1016 12th SntffT UWEM C+IL PRAM OCTOOM 204 &M IN RE OI Xf OF RAE L11Y . OF RK atr dF LO" 11A6 cm ajm or RE Gly OF Lm fiEWom iv RAE OFFM or RAE st eERAMREwff or snmm im LNY OF 20" StPDWWMW OF suers OF RAE WY LAS LOOI r<acLn Res _ W LiF 2004 AT RIE HM A—V-7W WM 4F R1E oxwr REco m GIS RAE caw OF s w A9Aaw smw OF oie/A7Al K ASSEMM"FAWDUR-� *M AN AsscmogNr W49 LE60 BY PC WY Lir RIF Gtr OF LOR mW OF SW 44A01W SAIF OF O%F� OW IW AV= AAV N=$ PA OF LARD 9MW RE ASS�.S.SSW RAE ASMI W LM Z&pY R�'Is,aDV XK lW ASM aW" Alb W , u IIE7�- C BE AFFXf far PW SM49W VSW OF S7RLEIs OF RIF Lm ON IIAE_ fw or ROWCE 6 MOE In W AgEM 7111 NOEL AEMWW Av RE WWX OF RE SifgWf VffD F OF SN EM AIR PIF EWT AAVW LAF ACV ASSESSWOff LM A01 W Gidf MOM OF LARD SIAINN OF RE ASSE000 plfi®!V. EDIT C 5mmT I nF 2 POR. SEC. 34, T. 4N. ME, E., M. 0. B. &M. k� 4 l5 A - R. S. 8+ " Pq. Qj, B- k. S. ek. GS Pq. 195 G K. S. Ilk. G6 Pq. 7.]J n- P. 1/. sk. I2 Pg. IA! E- P. M. ek. t! Pg. 079 t- R. S. N+ 79 Pg. OGb r- P. u Hk. 11 Pq. ISM +:- if. 5. Ok- SI Pg' I'Jb I8 Pg. !eJ ? - Pg. d3�fF. pemw's Pvt*e N+ o.n SAS» in G,4f-s �Lse.��ori :kask .n,nnnn 5-- ;n }:I+:n,:. THIS MAP IS FOR ASSESSMENT USE ONLY 015-23 Lr � Lr /rye I f CITY OF LOD1 Assessor's Map Bk.015 P9.23 County of Son Joaquin, Calif. ,Qner r a r RESOLUTION NO. 2004-217 A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE CITY MANAGER TO EXECUTE PROFESSIONAL SERVICES AGREEMENT TASK ORDER 2 WITH TIMOTHY J. HACHMAN, ATTORNEY AT LAW, FOR SERVICES REQUIRED IN SUPPORT OF THE ANNEXATION OF WOODLAKE MEADOW ZONE 7 TO THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT NO. 2003-1 NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize the City Manager to execute Professional Services Agreement Task Order 2 with Timothy J. Hachman, Attorney at Law, for services required in support of the annexation of Woodlake Meadow Zone 7 to the Lodi Consolidated Landscape Maintenance District No. 2003-1, in an amount not to exceed $6,500.00. Dated: October 20, 2004 I hereby certify that Resolution No. 2004-217 was passed and adopted by the Lodi City Council in a regular meeting held October 20, 2004, by the following vote: AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS -- None I W--,- - ---- r� r 06M SUSAN J. BLACKSTON City Clerk 2004-217 RESOLUTION NO. 2004-218 A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE CITY MANAGER TO EXECUTE PROFESSIONAL SERVICES AGREEMENT TASK ORDER 3 WITH THOMPSON-HYSELL ENGINEERS, A DIVISION OF THE KEITH COMPANIES, INC., FOR SERVICES REQUIRED IN SUPPORT OF THE ANNEXATION OF WOODLAKE MEADOW ZONE 7 TO THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT NO. 2003-1 NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize the City Manager to execute Professional Services Agreement Task Order 3 with Thompson-Hysell Engineers, a Division of the Keith Companies, Inc., for services required in support of the annexation of Woodlake Meadow Zone 7 to the Lodi Consolidated Landscape Maintenance District No. 2003-1, in an amount not to exceed $6,000.00. Dated: October 20, 2004 I hereby certify that Resolution No. 2004-218 was passed and adopted by the Lodi City Council in a regular meeting held October 20, 2004, by the following vote: AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLACKSTON City Clerk 2004-218