HomeMy WebLinkAboutAgenda Report - April 2, 2008 E-21 PHAGENDA ITEM ,I
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution of Preliminary Approval, Resolution of Intention and
Resolution Initiating Proceedings to Annex Luca Place Zone 14,
Guild Avenue Industrial Zone 15 and West Kettleman Lane Commercial Zone
16 to Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1; and Set Public Hearing and Deadline for Receipt of Ballots for
May 7,2008
MEETING DATE: April 2,2008
PREPARED BY: Public Works Director
RECOMMENDED ACTION: Adopt the following resolutions regarding annexation of Luca Place
Zone 14, Guild Avenue Industrial Zone 15 and West Kettleman Lane
Commercial Zone 16 to the Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1:
1. Resolution of PreliminaryApproval of the Engineer's Report Regarding the Proposed Annexation of
Territory into the Lodi Consolidated Landscape Mai ntenanceAssessment District No. 2003-1 and the
Levy and Collection of Assessments for Fiscal Year 2008/09
2. Resolution Declaring Intention to Annex Territory into Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 and to Provide for the Levy and Collection of Assessments in Such
Annexation, Setting a Time and Place for Public Hearing Thereon and Ordering the Initiation of
Assessment Ballot Procedures
3. Resolution Initiating Proceedings for the Annexation of Territory into the Lodi Consolidated Landscape
Maintenance Assessment District No. 2003-1 and the Levy and Collection of Assessments for Certain
Zones for Fiscal Year 2008/09
BACKGROUND INFORMATION: As required as a condition of development, the developers of the
residential subdivision, Luca Place (APN 027-420-09), located on
the east side of Westgate Drive, north of Kettleman Lane; the
industrial developments located at 1390 and 1399 East Turner Road
(APN 049-080-81 and 049-080-82), 955 North Guild Avenue (APN 049-080-74) and 1518 East Victor Road
(APN 049-340-38); and the commercial office developments located at 1750 and 1811 West Kettleman Lane
(APN 031-330-10 and 058-160-86) have elected to annex to the Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 (District)for the purpose of maintaining and/or replacing certain public
improvements that have been or are to be installed in conjunction with or for the benefit of those projects.
The Engineer's Reportfor the proposed annexations, prepared by NBS of Temecula and attached as
Exhibit 1, presents a description of the projects, defines the areas, describes the improvements to be
maintained and provides a cost estimate of the First Year Estimated Assessment and sets the Maximum
Annual Assessment amount for each zone.
Zone 14
Luca Place Zone 14 (Exhibit 2) is comprised of a single lot bounded by the Vintner's Square shopping
center to the north, south and east and Westgate Drive to the west that is expected to subdivide
subsequent to the formation of the assessment district into 17 medium -density residential lots.
APPROVED: J
13(a-i-rRM. Citv Manaaer
K:1WPIDEV_SERVILandscapeDistdct12003Zonet4_15-161C1ntention—SetPH.doc—,-- r +
3/24/2008
Adopt Resolution of PreliminaryApproval, Resolution of Intention and Resolution Initiating Proceedings
to Annex Luca Place Zone 14, Guild Avenue Industrial Zone 15 and West Kettleman Lane Commercial
Zone 16 to Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1; and Set Public
Hearing and Deadline for Receipt of Ballots for May 7, 2008
April 2, 2008
Page 2
Zone 15
Guild Avenue Industrial Zone 15 is comprised of four industrial zoned parcels, two located on
West Turner Road at the intersection with North Guild Avenue, one located on North Guild Avenue and
one located on Victor Road, east of North Guild Avenue. Zone 15 is the second annexations within the
defined Area of Benefit, Exhibit 3. Zone 13 was the first zone annexed on April 7, 2007. Zone 15
receives 6.27% of the benefit (Attachment 1) from the public improvements and will, therefore, provide
6.27% of the funding for the maintenance of those improvements. Until such time that the balance of the
parcels within the Area of Benefit are annexed, the City will be responsiblefor the balance of the funding
for maintenance.
Zone 16
West Kettleman Lane Commercial Zone 16 is comprised of two commercial office parcels located on
West Kettleman Lane, west of Lakeshore Drive and east of Mills Avenue. Zone 16 is the first annexation
that will occur within the defined Area of Benefit, Exhibit 4. Zone 16 receives 1.24% of the benefit
(Attachment2) from the public improvementsand will, therefore, provide 1.24% of the funding for the
maintenance of those improvements. Until such time that the balance of the parcels within the Area of
Benefit are annexed, the City will be responsiblefor the balance of the funding for maintenance.
The total number of lots in the three zones proposed to be annexed into the assessment district is 23.
The proposed assessment roll for each Zone is set forth in Exhibit 1.
The action requested of the City Council will initiate the steps leading to annexation of Zones 14, 15 and
16 and preliminarily approve the Engineer's Report. Additionally, the City Council will set a public
hearing for May 7, 2008, to hear public testimony on the formation and proposed assessments and to
finally act to form the district.
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.
The First Year Assessment will be added to the tax roll for Fiscal Year 2008109 and the first revenues
from the district will be received in December 2008.
FISCAL IMPACT: The purpose of the District is to collect funds to offset the fiscal impact of
the maintenanceand replacementof certain public improvements
benefiting to each development.
FUNDING AVAILABLE: All costs will be paid by applicant fees and reimbursement from funds
collected through the assessment district.
� va a
Richard C. Prima,
Public Works Director
Prepared by Sharon A. Welch, Senior Civil Engineer
RCP/SAWlpmf
Attachments
cc: Sharon Welch, Senior Civil Engineer
NBS
Mailing List
K:\WP\DEV—SERV\LandscapeDistrict\2003ZOne 14_15_161GI ntention_SetPM. doc 312412008
City of Lodi
Lodi Consolidated Landscape
Maintenance District No. 2003-1
ZONE 14 - LUCA PLACE
ZONE 15 - GUILD AVENUE INDUSTRIAL
ZONE 16 - WEST KETTLEMAN LANE COMMERCIAL
2008/09 Preliminary Engineer's Report
April 2008
Prepared by
N I B I S
Corporate Office
Regional Office
32605 Temecula Parkway, Suite 100
870 Market Street, Suite 901
Temecula, CA 92592
San Francisco, CA 94102
(800) 676-7516 phone
(800) 434-8349 phone
(951) 296-1998 fax
(415) 391-8439 fax
CITY OF LODI
LODI CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT NO. 2003-1
221 W. Pine Street
Lodi, California 95240
Phone - (209) 333-6706
Fax - (209) 333-6807
CITY COUNCIL
Joanne Mounce, Mayor
Larry D. Hansen, Mayor Pro Tem
Susan Hitchcock, Council Member
Bob Johnson, Council Member
Phil Katzakian, Council Member
CITY STAFF
Blair King, City Manager
Jim Krueger, Deputy City Manager
Randi Johl, City Clerk
D. Stephen Schwabauer, City Attorney
Richard Prima, Public Works Director
Wally Sandelin, City Engineer
N I B I S
Pablo Perez, Client Services Director
Rick Clark, Senior Consultant
TABLE OF CONTENTS
1. ENGINEER'S LETTER...................................................................1-1
2. OVERVIEW....................................................................................2-1
2.1 INTRODUCTION............................................................................................... 2-1
2.2 EFFECT OF PROPOSITION 218......................................................................... 2-2
3. PLANS AND SPECIFICATIONS....................................................3-1
3.1 DESCRIPTION OF FACILITIES FOR ZONE 14 ........................................................ 3-1
3.2 DESCRIPTION OF FACILITIES FOR ZONE 15 ........................................................ 3-1
3.3 DESCRIPTION OF FACILITIES FOR ZONE 16 ........................................................ 3-2
4. METHOD OF APPORTIONMENT..................................................4-1
4.1 METHOD OF APPORTIONMENT.......................................................................... 4-1
4.2 LAND USE BENEFIT FACTORS.......................................................................... 4-2
5. ESTIMATE OF COSTS...................................................................5-1
5.1 DESCRIPTION OF BUDGET ITEMS...................................................................... 5-1
5.2 DISTRICT BUDGET.......................................................................................... 5-2
5.3 LANDSCAPE & WALL RESERVE INFORMATION.................................................... 5-4
6. ASSESSMENT DIAGRAMS...........................................................6-1
7. PARCEL LISTING..........................................................................7-1
1. ENGINEER'S LETTER
WHEREAS, on April 2, 2008, the City Council of the City of Lodi (the "City"), State of
California, directed NBS Government Finance Group, DBA NBS ("NBS") to prepare and file a report
presenting plans and specifications describing the general nature, location and extent of the
improvements to be maintained, an estimate of the costs of the maintenance, operations and
servicing of the improvements for the City of Lodi Consolidated Landscape Maintenance District No.
2003-1 (the "District"), Zones 14 — 16 (the "Annexation") for Fiscal Year 2008/09. The report includes
a diagram(s) for the Annexation, showing the area and properties proposed to be assessed, an
assessment of the estimated costs of the maintenance, operations and servicing the improvements,
and the net amount upon all assessable lots and/or parcels within the Annexation in proportion to the
special benefit received;
NOW THEREFORE, the following assessment is made to cover the portion of the estimated
costs of maintenance, operation and servicing of said improvements to be paid by the assessable real
property within the Annexation in proportion to the special benefit received:
SUMMARY OF ASSESSMENT
Description
2008/09
Assessment
Maximum
Assessment As Confirmed
by Council
Luca Place - Zone 14 Le
$2,936.24
$4,997.00
Zone 14 Equivalent Units
17.00
17.00
Assessment Per Equivalent Unit
$ 172.72
$ 293.94
Guild Avenue Industrial — Zone 15 Le
$466.22
$3,719.08
Zone 15 Equivalent Units
36.652
36.652
Assessment Per Equivalent Unit
$ 12.72
$ 101.47
West Kettleman Commercial - Zone 16 Le
$264.84
$311.52
Zone 16 Equivalent Units
1 8.365 1
8.365
Assessment Per Equivalent Unit
1 $ 31.66 1
$ 37.24
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my
knowledge, information and belief, the Engineer's Report, Assessments, and the Assessment
Diagram herein have been prepared and computed in accordance with the order of the City Council of
the City of Lodi.
Wally Sandelin, P.E., Engineer of Work
Date:
Seal
Prepared by NBS 1-1
2. OVERVIEW
2.1 Introduction
The City of Lodi ("City") proposes to levy special benefit assessments for the Lodi Consolidated
Landscape Maintenance District No. 2003-1 ("District") for Fiscal Year 2008/09. The City currently
has consolidated thirteen landscape maintenance districts into a single district, the "Lodi Consolidated
Landscape Maintenance District No. 2003-1". In response to the provisions of the California
Constitution Article XIIIC and XIIID (Proposition 218), in 2003 a separate Engineer's Report was
prepared for each of the first two Zones (Zones 1 and 2) of the Lodi Consolidated Landscape
Maintenance District. The City conducted property owner assessment ballot proceedings for the
assessments in Fiscal Year 2004/05. After approval of the assessment by the property owners, the
City began to levy and collect special assessments on the County tax rolls to provide continued
funding for the costs and expenses required for maintenance of the improvements within the District.
In 2004 a separate Engineer's Report was prepared for each of the next five Zones (Zones 3 thru 7) of
the Lodi Consolidated Landscape Maintenance District. The City conducted property owner
assessment ballot proceedings for Zones 3 and 4 for the assessments in Fiscal Year 2004/05 and in
Fiscal Year 2005/06 for Zones 5 through 7. During Fiscal Year 2006/07, the City conducted property
owner assessment ballot proceedings for the annexation of Zones 8 through 12 into the District. For
Fiscal Year 2007/08, the City conducted property owner assessment ballot proceedings for the
annexation of Zone 13 into the District.
This Engineer's Report ("Report") describes the proposed annexation (the "Annexation") of Zones 14
through 16 into the District and assessments to be levied against properties within the Annexation for
Fiscal Year 2008/09. The assessments described herein are based on the estimated cost to operate
service and maintain improvements that will provide a direct and special benefit to properties within
the Annexation. All improvements to be operated, serviced and maintained through annual
assessments were or will be constructed and installed in connection with the development or for the
benefit of these properties. The annual costs and assessments described herein include all estimated
direct expenditures, incidental expenses, deficits, surpluses, revenues and reserves associated with
the maintenance and servicing of the improvements.
After approval of the assessment by the property owners, the City will levy and collect special
assessments on the County tax rolls to provide continued funding for the costs and expenses required
for maintenance of the improvements within the District. The District is levied pursuant to the
Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways
Code (the Act), and in compliance with the substantive and procedural requirements of the California
Constitution Article XIIID.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessment Number by the County of San Joaquin Assessor's Office. The County of San Joaquin
Auditor/Controller uses Assessment Numbers and specific Fund Numbers to identify properties
assessed on the tax roll for special district benefit assessments.
Prepared by NBS 2-1
2.2 Effect of Proposition 218
On November 5, 1996, California voters approved Proposition 218 (Government Code commencing
with Section 53739) by a margin of 56.5% to 43.5%. The provisions of the Proposition, now a part of
the California Constitution, add substantive and procedural requirements to assessments, which affect
the City of Lodi landscape maintenance assessments.
The Landscape and Lighting Act of 1972, Article MID of the Constitution of the State of California and
the Proposition 218 Omnibus Implementation Act are referred to collectively as the "Assessment
Law")
The proposed annexation of Zones 14 through 16 will comply with the requirements of the
Assessment Law.
Prepared by NBS 2-2
3. PLANS AND SPECIFICATIONS
During the installation period for each Zone within the Lodi Consolidated Landscape
Maintenance District No. 2003-1, the installer of the improvements will maintain the new
improvements until the following June 30, or 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.
3.1 Description of Facilities for Zone 14
Zone 14 is comprised of the Luca Place subdivision; the facilities within Zone 14 of the Lodi
Consolidated Landscape Maintenance District No. 2003-1 that will be operated, serviced,
maintained and improved are generally described as follows:
A. A 6.5 foot irrigated landscape strip in the east half of the Westgate Drive median, west
of the Zone 14 boundary.
B. Street parkway trees located within the public street (Westgate Drive), within the Zone
14 boundary.
C. Public park land area of 0.13005 acres in size equivalent to the current level of
service standard for park area within the City of 3.4 acres per thousand persons
served.
Zone 14 consists of a 17 -lot medium -density residential development (Luca Place) bounded
by Vintner's Square shopping center to the north, east and south and Westgate Drive to the
west. Each lot benefits equally from the facilities within Zone 14. When subdivided, the zone
will include 17 Dwelling Unit Equivalents (DUE).
3.2 Description of Facilities for Zone 15
Zone 15 is comprised of 4 industrial zoned parcels; the facilities within Zone 15 of the Lodi
Consolidated Landscape Maintenance District No. 2003-1 that will be operated, serviced,
maintained and improved are generally described as follows:
A. A traffic signal at the intersection of Highway 12 (Victor Road) and Guild Avenue.
B. A 15.0 foot irrigated, landscaped strip in a 16.0 foot median in Victor Road (Highway
12) south of the Zone 15 boundary, extending west from the current City limits for a
distance of 700 feet.
C. A 28.5 foot irrigated landscape strip on the north side of Victor Road (Highway 12),
extending westerly from the current City limits to 231 feet west of the Guild Avenue
intersection centerline and having a total length of 1,485 feet.
D. Street sweeping along the north and south side of Victor Road (Highway 12) and
along the median and curbing from 231 feet west of the Guild Avenue intersection
centerline to the current City limits.
Zone 15 consists of four (4) industrial zoned parcels, three (3) located on Guild Avenue, north
of Lockeford Street and one (1) located on Victor Road, east of Guild Avenue. The benefit
from facilities within Zone 15 for each lot has been determined based on an acreage basis.
Zone 15 includes 36.652 Dwelling Unit Equivalents (DUE). Please refer to Section 4 of this
Report for a more complete description.
Prepared by NBS 3-1
3.3 Description of Facilities for Zone 16
Zone 16 is comprised of 2 commercial office parcels; the facilities within Zone 16 of the Lodi
Consolidated Landscape Maintenance District No. 2003-1 that will be operated, serviced,
maintained and improved are generally described as follows:
A. A variable width (15 to 18 feet) irrigated, landscaped strip in the segmented median in
W. Kettleman Lane (Highway 12) extending west from Ham Lane to Westgate Drive
and having a total landscaped area of 36,505 square feet.
B. A variable width (12 to 20 feet) irrigated landscape strip in the segmented median in
Lower Sacramento Road extending south from the north boundary of parcel APN
027-410-06 (2429 W. Kettleman Lane) to the south boundary of APN 058-030-13
(1551 S. Lower Sacramento Road) and having a total landscaped area of 13,490
square feet.
Zone 16 consists of 2 commercial office parcels located on W. Kettleman Lane, west of
Lakeshore Drive and east of Mills Avenue. The benefit from facilities within Zone 16 for each
lot has been determined based on an acreage and land use basis. Zone 16 includes 8.365
Dwelling Unit Equivalents (DUE). Please refer to Section 4 of this Report for a more complete
description.
Prepared by NBS 3-2
4. METHOD OF APPORTIONMENT
4.1 Method of Apportionment
Pursuant to the 1972 Act the costs (assessments) of the District are apportioned by a formula or
method that fairly distributes the net amount to be assessed among all parcels in proportion to
benefits received from the improvements. The provisions of Article XIIIC and XIIID of the California
Constitution (Proposition 218) require the agency to separate the general benefit from special benefit,
whereas only special benefits may be assessed.
IMPROVEMENT BENEFIT FINDINGS
The annual assessments outlined in the Budget section of this Report are proposed to cover the
estimated costs to provide all necessary service, operation, administration and maintenance within the
District, by Zone. It has been determined that each assessable parcel within the District receives
proportional special benefits from the improvements. Below is a description of the benefit finding for
each Zone.
Zone 14 — The benefit from improvements to be maintained through annual assessments of Zone 14
has been determined based on a parcel basis. All parcels within Zone 14 will be single family homes
and as a result all parcels will have the same assessment rate.
Zone 15 — The benefit from improvements to be maintained through annual assessments of Zone 15
has been determined to be 6.27% of the total, based on the acreage and land use zoning of all
parcels on Guild Avenue north of Victor Road (Highway 12) and two parcels having frontage on the
south side of Victor Road east of Guild Avenue. The individual benefit for each parcel with Zone 15
has been determined based on acreage. The balance of the costs of operating, servicing and
maintaining the improvements shall be borne by the City until such time as the remaining parcels on
Guild Avenue, north and south of Victor Road (Highway 12) are developed or are otherwise required
to annex into the District.
Zone 16 — The benefit from improvements to be maintained through annual assessments of Zone 16
has been determined to be 1.23% of the total, based on the acreage and land use zoning of all
commercial parcels along West Kettlemen Lane between Westgate Drive and Ham Lane. The
individual benefit for each parcel with Zone 16 has been determined based on acreage. The balance
of the costs of operating, servicing and maintaining the improvements shall be borne by the City until
such time as the remaining parcels on West Kettlemen Lane, between Westgate Drive and Ham Lane
are developed or are otherwise required to annex into the District.
All improvements to be maintained and funded through annual assessments were constructed and
installed in connection with or for the benefit of the development of properties within the District. Each
parcel's close and relatively similar proximity to the improvements makes each parcel's special benefit
from the improvements similar and proportionate.
The annual assessments outlined in the Budget section of this Report are proposed to cover the
estimated costs to provide all necessary service, operation, administration and maintenance within the
District, by Zone. It has been determined that each assessable parcel within the District receives
proportional special benefits from the improvements. All the lots and parcels that receive special
benefit from the improvements are included within the District.
Prepared by NBS 4-1
SPECIAL BENEFITS
The method of apportionment (method of assessment) is based on the premise that each of the
assessed parcels within the District receives special benefit from the improvements maintained and
financed by District assessments. Specifically, the assessments associated with each Zone are
outlined, by Zone, in Section 5 of this Report.
DESCRIPTION OF THE METHOD OF APPORTIONMENT
The District provides operation, service and maintenance to all the specific local improvements and
associated appurtenances located within the public right-of-ways in each of the various Zones
throughout the District. The annual assessments are based on the historical and estimated cost to
operate, to service and to maintain the improvements that provide a special benefit to properties
within the District and Zones. The various improvements within each Zone are identified and
budgeted separately, including all expenditures, deficits, surpluses, revenues and reserves.
The assessments outlined in this section represent the proportionate special benefit to each property
within the District and the basis of calculating each parcel's proportionate share of the annual costs
associated with the District/Zone improvements. The costs associated with the maintenance and
operation of special benefit improvements shall be collected through annual assessments from each
parcel receiving such benefit. The funds collected shall be dispersed and used for only the services
and operation provided to the District.
The basis of determining each parcel's special benefit utilizes a weighting formula commonly known
as a Dwelling Unit Equivalent Factor (dueF). The developed single-family residential parcel is used as
the base unit for calculation of assessments and is defined as one (1.00) dueF. All other property
types are assigned a dueF that reflects their proportional special benefit from the improvements as
compared to the single-family residential parcel (weighted comparison).
To determine the dueF for industrial and commercial/office parcels, and multiple -residential (greater
than 3 units) parcels, a Benefit Unit Factor (BUF) is assigned to each property type. This BUF
multiplied by the parcel's specific acreage determines the parcel's specific dueF. The following table
provides a listing of the various land use types and the corresponding BUF used to calculate a
parcel's EDU and proportionate benefit:
4.2 Land Use Benefit Factors
PROPERTY TYPE LAND USE
ASSIGNED BENEFIT UNIT FACTOR
Single Family Residential
1.00 per Unit
Multiple Family Residential (duplex)
2.00 per Unit
Multiple Family Residential(greater than 3 units
5.00 per Acre
Commercial/Office
For the First 7.5 Acres
5.00 per Acre
For the Next 7.5 Acres
2.50 per Acre
For All Acreage Over 15 Acres
1.25 per Acre
Industrial
4.00 per Acre
Exempt
0.00
Other Uses
The dueF Will Be Established As Re uired
Prepared by NBS 4-2
Exempt — 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 those parcels 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.
As noted previously, the District is divided into Zones. These Zones encompass specific
developments where the properties receive a direct and special benefit from the operation, service
and maintenance of those improvements. The basis of benefit and proportionate assessment for all
properties within the District is established by each parcel's calculated dueF and their proportionate
share of the improvement costs based on their proportionate dueF within the Zone. The method used
to calculate the assessments for each Zone is as follows:
Total Balance to Levy / Total dueF = Levy per dueF (Levy Rate)
Parcel's dueF x Levy per dueF (Levy Rate) = Parcel Levy Amount
ASSESSMENT RANGE FORMULA
Any new or increase in assessments require certain noticing and meeting requirements by law. Prior
to the passage of Proposition 218, legislative changes in the Brown Act defined the definition of "new
or increased assessment" to exclude certain conditions. These conditions included "any assessment
that does not exceed an assessment formula or range of assessments previously adopted by the
agency or approved by the voters in the area where the assessment is imposed." This definition and
conditions were later confirmed through SB919 (Proposition 218 implementing legislation).
The purpose of establishing an assessment range formula is to provide for reasonable increases and
inflationary adjustments to annual assessments without requiring costly noticing and mailing
procedures, which could add to the District costs and assessments.
Generally, if the proposed annual assessment (levy per unit or rate) for the current fiscal year is less
than or equal to the "Maximum Assessment" (or "Adjusted Maximum Assessment"), then the
proposed annual assessment is not considered an increased assessment. The Maximum
Assessment is equal to the initial Assessment approved by property owners adjusted annually by the
following criteria:
1. Beginning in the second fiscal year (Fiscal Year 2009/10) and each fiscal year thereafter, the
Maximum Assessment will be recalculated annually.
2. The new adjusted Maximum Assessment for the year represents the prior year's Maximum
Assessment adjusted by the greater of:
(a) Five percent (5.0%); or,
(b) The annual increase in the Consumer Price Index (CPI).
Prepared by NBS 4-3
Each year the annual increase in the CPI shall be computed. The increase in CPI is the percentage
difference between the CPI of December of any given year and the CPI for the previous December as
provided and established by the Bureau of Labor Statistics (example: Fiscal Year 2005/06 CPI
increase was 2.2% over December 2004). This percentage difference (annual difference) shall then
establish the allowed increase based on CPI. The Consumer Price Index used shall be based on the
CPI established by the Bureau of Labor Statistics for all urban consumers for the San Francisco -
Oakland -San Jose Area. 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.
If CPI is less than five percent (5.0%), then the allowable adjustment to the Maximum Assessment is
five percent. If CPI is greater than five percent (5.0%), then the allowable adjustment to the Maximum
Assessment is based on CPI. The Maximum Assessment is adjusted annually and is calculated
independent of the District's annual budget and proposed annual assessment. Any proposed annual
assessment (rate per levy unit) less than or equal to this Maximum Assessment is not considered an
increased assessment, even if the proposed assessment is greater than the assessment applied in
the prior fiscal year.
The following table illustrates how the assessment range formula shall be applied. For example, if the
percentage change in CPI is greater than five percent (5.0%), as in Example 1, then the percentage
adjustment to the Maximum Assessment will be by CPI. If the percentage change in CPI is less than
five percent (5.0%), as in Example 2, then the percentage adjustment to the Maximum Assessment
will be five percent (5.0%).
Examples of Percentage Increases
As previously illustrated, the Maximum Assessment will be recalculated and adjusted annually.
However, the City Council may reduce or freeze the Maximum Assessment at any time by amending
the Engineer's Annual Report.
Although the Maximum Assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The Maximum Assessment adjustment is designed to establish a
reasonable limit on District assessments. The Maximum Assessment calculated each year does not
require or facilitate an increase to the annual assessment, nor does it restrict assessments to the
adjusted maximum amount. If the budget and assessments for the fiscal year does not require an
increase, or the increase is less than the adjusted Maximum Assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted Maximum Assessment then
the assessment is considered an increased assessment. To impose an increased assessment the
City Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c of the
California Constitution). Proposition 218 requires a Public Hearing and certain protest procedures
including mailed notice of the Public Hearing and property owner protest balloting. Property owners,
through the balloting process, must approve the proposed assessment increase. If the proposed
assessment is approved, then a new Maximum Assessment is established for the District. If the
proposed assessment is not approved, the City Council may not levy an assessment greater than the
adjusted Maximum Assessment previously established for the District.
Prepared by NBS 4-4
Allowed
CPI
Maximum %
Prior Years
Allowed
New
Calculated
Standard
Increase
Maximum
Adjustment
Maximum
Percentage
5%
Without Re-
Rate
Per
Rate Per
Example
Increase
Increase
Balloting
Per dueF
dueF
dueF
1
5.25%
5.00%
5.25%
$347.00
18.22
$365.22
2
2.20%
5.00%
5.00%
$347.00
17.35
$364.35
As previously illustrated, the Maximum Assessment will be recalculated and adjusted annually.
However, the City Council may reduce or freeze the Maximum Assessment at any time by amending
the Engineer's Annual Report.
Although the Maximum Assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The Maximum Assessment adjustment is designed to establish a
reasonable limit on District assessments. The Maximum Assessment calculated each year does not
require or facilitate an increase to the annual assessment, nor does it restrict assessments to the
adjusted maximum amount. If the budget and assessments for the fiscal year does not require an
increase, or the increase is less than the adjusted Maximum Assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted Maximum Assessment then
the assessment is considered an increased assessment. To impose an increased assessment the
City Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c of the
California Constitution). Proposition 218 requires a Public Hearing and certain protest procedures
including mailed notice of the Public Hearing and property owner protest balloting. Property owners,
through the balloting process, must approve the proposed assessment increase. If the proposed
assessment is approved, then a new Maximum Assessment is established for the District. If the
proposed assessment is not approved, the City Council may not levy an assessment greater than the
adjusted Maximum Assessment previously established for the District.
Prepared by NBS 4-4
5. ESTIMATE OF COSTS
5.1 Description of Budget Items
The following items make up the Estimate of Costs used in determining the Annual Assessments of
the District. The specific Zones within the District are shown in Section 3 of this Report. Definitions of
maintenance items, words and phrases are shown below:
Fiscal Year— One year period of time beginning July 1St of a given year and ending June 30th of the
following year.
OPERATION COSTS:
Landscape Maintenance Labor— The estimated cost of labor necessary for maintaining and servicing
the street trees, shrubs, turf and ground cover areas within the District.
Maintenance Materials & Supplies — The estimated cost of materials necessary for maintaining,
cleaning and servicing the landscaped areas, parklands, streets (sweeping) and traffic signals within
the District.
Irrigation Water— The cost of water used for irrigating the landscaping improvements of the District.
Utilities — The cost of electricity used for irrigation within the District.
Equipment Maintenance & Operation — The cost of materials and labor necessary for maintaining,
repairing, and operating equipment (includes vehicles, benches, playground equipment, graffiti and
litter removal, etc.) used for all aspects of maintenance in the District.
Maintenance Personnel — The estimated cost for District personnel to perform maintenance duties
within the District.
Contract Maintenance — The estimated cost to perform contracted maintenance duties within the
District.
ADMINISTRATION COSTS:
Consultants — Costs associated with outside consultant fees in order to comply with Assessment Law
and placement of assessment onto the San Joaquin County Tax Roll each year.
County Administration — Costs of the County of San Joaquin related to the placement of assessments
on the tax roll each year.
Insurance — The estimated costs to provide insurance for District personnel and staff.
Reserves/Contingencies — An amount of 50% of the maintenance costs may be included to build a
Reserve and Contingency Fund. The Landscaping and Lighting Act of 1972, Part 2, Division 15 of the
Streets and Highways Code of the State of California, commencing with Section 22500, allows the
District assessments to "...include a reserve which shall not exceed the estimated costs of
maintenance and servicing to December 10 of the fiscal year, or whenever the city expects to receive
its apportionment of special assessments and tax collections from the county, whichever is later."
Total Parcels — Represents the total number of parcels physically within the District/Zone boundaries.
Total Dwelling Unit Equivalent Factor — Dwelling Unit Equivalent Factor (dueF) is a numeric value
calculated for each parcel based on the parcel's land use. The dueF shown in the District/Zone
budget represents the sum total of all parcel dueF's that receive benefit from the improvements.
Refer to Section III for a more complete description of dueF's.
Levy per dueF — This amount represents the rate being applied to each parcel's individual dueF. The
Levy per Dwelling Unit Equivalent Factor, is the result of dividing the total Balance to Levy, by the sum
of the District dueF's, for the fiscal year. This amount is always rounded down to the nearest even
penny for tax bill purposes.
Prepared by NBS 5-1
5.2 District Budget
Zone 14 - Luca Place Budget
ACCOUNT DESCRIPTION
2008/09
ASSESSMENT
MAXIMUM
ASSESSMENT
OPERATION COSTS:
$1,314.00
$1,314.00
STREET TREES:
0.00
242.00
PARK MAINTENANCE:
0.00
1,586.00
ADMINISTRATION COSTS: (z)
1,122.00
1,355.00
ROUNDING FACTOR:*
0.24
0.00
BUDGET TOTAL
$2,436.24
$4,497.00
CONTRIBUTION FROM RESERVES:
(0.00)
(0.00)
CONTRIBUTION TO RESERVES: (s)
500.00
500.00
BALANCE TO LEVY:
$2,936.24
$4,997.00
* Rounding is for County tax roll purposes
(1) Includes landscape maintenance, repair, replacement, water and electricity costs.
(2) Includes Consultants, City & County administration, publication costs and contingency.
(3) Includes landscape and/or masonry wall replacement costs.
Zone 15 - Guild Avenue Industrial Budget
ACCOUNT DESCRIPTION
2008/09
ASSESSMENT
MAXIMUM
ASSESSMENT
OPERATION COSTS:
$362.72
$2,915.42
TRAFFIC SIGNALS:
0.00
312.37
STREET SWEEPING:
14.23
58.12
ADMINISTRATION COSTS: (z)
70.29
399.71
ROUNDING FACTOR:*
0.17
0.54
BUDGET TOTAL
$ 447.41
$3,686.16
CONTRIBUTION FROM RESERVES:
(0.00)
(0.00)
CONTRIBUTION TO RESERVES: (s)
18.81
32.92
BALANCE TO LEVY:
1$466.221
$3,719.08
* Rounding is for County tax roll purposes
(1) Includes landscape maintenance, repair, replacement, water and electricity costs.
(2) Includes Consultants, City & County administration, publication costs and contingency.
(3) Includes landscape and/or masonry wall replacement costs.
Prepared by NBS 5-2
Zone 16 - West Kettleman Lane Commercial Budget
ACCOUNT DESCRIPTION
2008/09
ASSESSMENT
MAXIMUM
ASSESSMENT
OPERATION COSTS: (1)
$231.52
$231.52
ADMINISTRATION COSTS: (2)
27.14
73.82
BUDGET TOTAL
$ 258.66
$ 305.34
TRAFFIC SIGNALS:
0.00
312.37
CONTRIBUTION FROM RESERVES:
(0.00)
(0.00)
CONTRIBUTION TO RESERVES: (3)
6.18
6.18
BALANCE TO LEVY:
$ 264.84
$ 311.52
(1) Includes landscape maintenance, repair, replacement, water and electricity costs.
(2) Includes Consultants, City & County administration, publication costs and contingency.
(3) Includes landscape and/or masonry wall replacement costs.
Total Budget for Annexed Zones
ACCOUNT DESCRIPTION
2008/09
ASSESSMENT
MAXIMUM
ASSESSMENT
OPERATION COSTS:
$1,908.24
$4,460.94
STREET TREES:
0.00
242.00
STREET SWEEPING:
14.23
58.12
TRAFFIC SIGNALS:
0.00
312.37
PARK MAINTENANCE:
0.00
1,586.00
ADMINISTRATION COSTS: (2)
1,219.43
1,828.53
ROUNDING FACTOR:*
0.41
0.54
BUDGET TOTAL
$3,142.31
$8,488.50
CONTRIBUTION FROM RESERVES:
(0.00)
(0.00)
CONTRIBUTION TO RESERVES: (3)
524.99
539.10
BALANCE TO LEVY:
1 $3,667.301
$9,027.60
(1) Includes landscape maintenance, repair, replacement, water and electricity costs.
(2) Includes Consultants, City & County administration, publication costs and contingency.
(3) Includes landscape and/or masonry wall replacement costs.
Prepared by NBS 5-3
5.3 Landscape Reserve Information
Zone 14 Landscape Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve Beginning Balance — June 30, 2008
$0.00
Contribution to Landscape Reserves
500.00
LANDSCAPE RESERVE ENDING BALANCE — JUNE 30, 2009
$ 500.00
Zone 15 Landscape Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve Beginning Balance— June 30, 2008
$0.00
Contribution to Landscape Reserve
18.81
LANDSCAPE RESERVE ENDING BALANCE — JUNE 30, 2009
$ 18.81
Zone 16 Landscape Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve Beginning Balance — June 30, 2008
$0.00
Contribution to Landscape Reserves
6.18
LANDSCAPE RESERVE ENDING BALANCE —JUNE 30, 2009
$ 6.18
Total Landscape Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve Beginning Balance— June 30, 2008
$0.00
Contribution to Landscape Reserve
524.99
LANDSCAPE RESERVE ENDING BALANCE — JUNE 30, 2009
$ 524.99
Prepared by NBS 5-4
6. ASSESSMENT DIAGRAMS
Assessment Diagrams for the Annexation have been submitted to the City Clerk in the format required
under the provisions of the Act. Enclosed are facsimiles of said submittal. The lines and dimensions
shown on maps of the County Assessor of the County of San Joaquin for the current year are
incorporated by reference herein and are made a part of this Report.
Prepared by NBS 6-1
7. ASSESSMENT ROLL
Parcel Identification, for each lot or parcel within the District, shall be the parcel as shown on the San
Joaquin County Assessor's map for the year in which this Report is prepared.
A listing of parcels assessed within the District, along with the assessment amounts, is included on
the following page(s). 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(s) 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 amounts 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.
FISCAL YEAR 2008/09 ASSESSMENT ROLL
ZONE
APN
ACTUAL
ACRES
ASSESSED
ACRES
PARCEL
TYPE
ASSESSMENT
PER dueF
PARCEL
dueF
FY 2008/09
ASSESSMENT
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
14
Por. of 027-420-09
N/A
N/A
RES
$172.72
1.00
$172.72
17.00
$2,936.24
15
049-330-04
5.19
5.19
IND
$12.72
20.76
$264.06
15
049-330-10
0.551
0.551
IND
$12.72
2.204
$28.04
15
049-330-11
2.59
2.59
IND
$12.72
10.36
$131.78
15
049-340-38
0.832
0.832
IND
$12.72
3.328
$42.34
36.652
$ 466.22
16
031-330-10
0.581
0.581
COM
$31.66
2.905
$91.98
16
058-160-86
1.092
1.092
COM
$31.66
5.460
172.86
8.365
$ 264.84
Prepared by NBS 7-1
MAXIMUM ASSESSMENT ROLL
ZONE
APN
ACTUAL
ACRES
ASSESSED
ACRES
PARCEL
TYPE
ASSESSMENT
PER dueF
PARCEL
dueF
MAXIMUM
ASSESSMENT
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
14
Por. of 027-420-09
N/A
N/A
RES
$293.94
1.00
$293.94
17.00
$4,996.98
15
049-330-04
5.19
5.19
IND
$101.47
20.76
$2,106.52
15
049-330-10
0.551
0.551
IND
$101.47
2.204
$223.64
15
049-330-11
2.59
2.59
IND
$101.47
10.36
$1,051.22
15
049-340-38
0.832
0.832
IND
$101.47
3.328
$337.70
36.652
$3,719.08
16
031-330-10
0.581
0.581
COM
$37.24
2.905
$108.18
16
058-160-86
1.092
1.092
COM
$37.24
5.460
203.34
8.365
$ 311.52
Prepared by NBS 7-2
Is
F� Wei
• ,
.,t
_O�
AREA OF BENEFIT
LUCA PLACE - ZONE 14
EXPIIBIT 2
,12, �
L
pp��
2439 n Va. n an
gri
—
FT
141 $ r w $ $
_ Ta for Rd.
1184
I1330
I,333
1212
L
1224
c
-
w.+
cu
cn APN 027-420-09
'a"'
1309
0
,379
C
U
�
C
S
L
1387
Q
F
0
�
J
, s
Hwy. 12 Kettleman Ln.
p
J
1440
la
1551 Q
_
_ 1000 1
1"
Ell
AREA OF BENEFIT
GUILD AVENUE
INDUSTRIAL
EXHIBIT 3
049-08-082
� TuARd. 049-08-0778-074
M.2 049-08-005
I049-34-002
049-34-006 ew
' 049-34-034
M-1 0 -34-017
Q49-3 -916 049-34-012
s�
049-34-018 M_7
049-34-015
v
049-34-020
049-34-019
49-3 -029
049-34-036
Vikor Rd. (Hwy. 12) 1
049-04-047 049-04-019
M2
F
c
c
049-08-028
049-34-038
1
Pine St.
Legend
Zone 13
Zone 15
r=600'1
ATTACHMENT
City of Lodi
Lodi Consolidated LIVID No. 2003-1
Zone 15
Fiscal Year 2008109
Assessment Roll
ZONE
APN
Acreage
Status
AMT PER
dueF
dueF
FY 2008109
ASSESSMENT
15
049-340-38
0.832
Comm
$13.57
3.33
$45.16
15
049-330-11
2.590
Ind
$13.57
10.36
$140.59
15
049-330-04
5.190
Ind
$13.57
20.76
$281.72
15
049-330-10
0.551
Ind
$13.57
2.20
$29.91
Future
049-340-36
13.820
Ind
$13.57
55.28
$0.00
Future
049-340-12
5.000
Ind
$13.57
20.00
$0.00
Future
049-340-18
0.459
Ind
$13.57
1.84
$0.00
Future
049-340-17
0.571
Ind
$13.57
2.28
$0.00
Future
049-340-16
0.570
Ind
$13.57
2.28
$0.00
Future
049-340-15
0.606
Ind
$13.57
2.42
$0.00
Future
049-340-20
1.917
Ind
$13.57
7.67
$0.00
Future
049-340-19
0.572
Ind
$13.57
2.29
$0.00
Future
049-330-08
13.500
Ind
$13.57
54.00
$0.00
Future
049-340-29
4.490
Ind
$13.57
17.96
$0.00
Future
049-340-06
5.000
Ind
$13.57
20.00
$0.00
Future
049-340-02
5.000
Ind
$13.57
20.00
$0.00
Future
049-340-33
5.000
Ind
$13.57
20.00
$0.00
Future
049-330-09
4.790
Ind
$13.57
19.16
$0.00
Future
049-340-34
38.530
Ind
$13.57
154.12
$0.00
Future
049-320-16
10.000
Ind
$13.57
40.00
$0.00
Future
049-320-15
27.130
Ind
$13.57
108.52
$0.00
136.9551
1
1
547.82 1
$497.36
ATTACHMENT 1
City of Lodi
Lodi Consolidated LIVID No. 2003-1
Zone 15
Maximum Assessment
Assessment Roll
ZONE I
APN
lAcreagelStatusi
AMT PER
dueF I
dueF I
FY 2008/09
ASSESSMENT
15
049-340-38
0.832
Comm
$108.26
3.33
$360.29
15
049-330-11
2.590
Ind
$108.26
10.36
$1,121.57
15
049-330-04
5.190
Ind
$108.26
20.76
$2,247.48
15
049-330-10
0.551
Ind
$108.26
2.20
$238.61
Future
049-340-36
13.820
Ind
$108.26
55.28
$0.00
Future
049-340-12
5.000
Ind
$108.26
20.00
$0.00
Future
049-340-18
0.459
Ind
$108.26
1.84
$0.00
Future
049-340-17
0.571
Ind
$108.26
2.28
$0.00
Future
049-340-16
0.570
Ind
$108.26
2.28
$0.00
Future
049-340-15
0.606
Ind
$108.26
2.42
$0.00
Future
049-340-20
1.917
Ind
$108.26
7.67
$0.00
Future
049-340-19
0.572
Ind
$108.26
2.29
$0.00
Future
049-330-08
13.500
Ind
$108.26
54.00
$0.00
Future
049-340-29
4.490
Ind
$108.26
17.961
$0.00
Future
049-340-06
5.000
Ind
$108.26
20.00
$0.00
Future
049-340-02
5.000
Ind
$108.26
20.00
$0.00
Future
049-340-33
5.000
Ind
$108.26
20.00
$0.00
Future
049-330-09
4.790
Ind
$108.26
19.16
$0.00
Future
049-340-34
38.530
Ind
$108.261
154.12
$0.00
Future
049-320-16
10.000 1
Ind
$108.261
40.001
$0.00
Future
049-320-15
27.130 1
Ind
$108.261
108.521
$0.00
11
1 136.9551
1
1
547.82 1
$3,967.94
zW�
O
ATTACHMENT 2
City of Lodi
Lodi Consolidated LIVID No. 2003-1
Zone 16
Fiscal Year 2008/09
Assessment Roll
ZONE7
APN
Acreage
Status
AMT PER
dueF
dueF
2008-09
ASSESSMENT
16
031-330-10
0.581
CO
$31.66
2.91
$91.98
16
058-160-86
1.092
CO
$31.66
5.46
$172.86
Future
027-410-05
4.950
CO
$31.66
24.75
$0.00
Future
027-410-06
2.340
CO
$31.66
11.70
$0.00
Future
027-410-07
1.070
CO
$31.66
5.35
$0.00
Future
027-410-08
1.080
CO
$31.66
5.40
$0.00
Future
027-410-09
1.810
CO
$31.66
9.05
$0.00
Future
027-410-10
0.730
CO
$31.66
3.65
$0.00
Future
027-410-11
9.060 1
CO
$31.66
41.40
$0.00
Future
027-410-12
0.760
CO
$31.66
3.80
$0.00
Future
027-410-13
0.491
CO
$31.66
2.46
$0.00
Future
027-410-14
0.599
CO
$31.66
3.00
$0.00
Future
027-410-15
2.130
School
$31.66
10.65
$0.00
Future
027-410-16
2.670
Church
$31.66
13.35
$0.00
Future
027-410-17
3.680
Sr Apts
$31.66
18.40
$0.00
Future
027-410-20
0.560
CO
$31.66
2.80
$0.00
Future
027-410-21
0.560
CO
$31.66
2.80
$0.00
Future
027-410-22
3.050
Church
$31.66
15.25
$0.00
Future
027-420-01
1.755
CR
$31.66
8.78
$0.00
Future
027-420-02
1.300
CR
$31.66
6.50
$0.00
Future
027-420-03
1.740
CR
$31.66
8.70
$0.00
Future
027-420-06
2.000
CR
$31.66
10.00
$0.00
Future
027-420-07
11.720
CR
$31.66
48.05
$0.00
Future
027-420-12
1.910
CR
$31.66
9.55
$0.00
Future
027-420-13
0.880
CR
$31.66
4.40
$0.00
Future
027-420-14
1.200
CR
$31.66
6.00
$0.00
Future
031-040-28
1.280
CO
$31.66
6.40
$0.00
Future
031-040-30
0.670
CR
$31.66
3.35
$0.00
Future
031-280-04
2.720
CO
$31.66
13.60
$0.00
Future
031-300-01
0.155
CO
$31.66
0.78
$0.00
Future
031-300-02
0.052
CO
$31.66
0.26
$0.00
Future
031-300-04
0.155
CO
$31.66
0.78
$0.00
Future
031-300-05
0.052
CO
$31.66
0.26
$0.00
Future
031-330-09
1.133
CO
$31.66
5.67
$0.00
Future
031-330-11
0.985
CO
$31.66
4.93
$0.00
Future
058-030-11
6.970
CR
$31.66
34.85
$0.00
Future
058-030-12
9.260
CR
$31.66
41.90
$0.00
Future
058-030-13
18.290
CR
$31.66
60.36
$0.00
Future
058-140-01
0.450
CR
$31.66
2.25
$0.00
Future
058-140-33
0.855
CR
$31.66
4.28
$0.00
Future
058-140-35
12.450
CR
$31.66
49.88
$0.00
Future
058-140-42
0.792
CR
$31.66
3.96
$0.00
ATTACHMENT
ZONE
APN
Acreage
Status
AMT PER
dueF
dueF
2008-09
ASSESSMENT
Future
058-140-43
0.894
CR
$31.66
4.47
$0.00
Future
058-140-44
4.290
CR
$31.66
21.45
$0.00
Future
058-140-45
2.610
CR
$31.66
13.05
$0.00
Future
058-140-48
0.561
CR
$31.66
2.81
$0.00
Future
058-140-49
0.730
CR
$31.66
3.65
$0.00
Future
058-140-50
0.520
CR
$31.66
2.60
$0.00
Future
058-160-29
0.560
CO
$31.66
2.80
$0.00
Future
058-160-32
0.550
CO
$31.66
2.75
$0.00
Future
058-160-78
1.024
CO
$31.66
5.12
$0.00
Future
058-160-82
0.899
CO
$31-661
4.50
$0.00
Future
058-160-83
0.496
CO
$31.66
2.48
$0.00
Future
058-160-84
0.620
CO
$31.66
3.10
$0.00
Future
058-160-89
0.811
CO
$31.66
4.06
$0.00
Future
058-260-40
1.390
CO
$31.66
6.95
$0.00
Future
058-260-41
0.882
CO
$31.66
4.41
$0.00
Future
058-260-42
0.882
CO
$31.66
4.41
$0.00
Future
058-260-43
0.748
CO
$31.66
3.74
$0.00
Future
058-260-46
0.347
CO
$31.66
1.74
$0.00
Future
058-260-47
0.442
CO
$31.66
2.21
$0.00
Future
058-320-01
0.102
CO
$31.66
0.51
$0.00
Future
058-320-02
0.073
CO
$31.66
0.37
$0.00
Future
058-320-03
0.102
CO
$31.66
0.51
$0.00
Future
058-320-07
0.114
CO
$31.66
0.57ii
$0.00
Future
058-320-08
0.057
CO
$31.66
0.28
$0.00
Future
058-350-01
0.083
CO
$31.66
0.41
$0.00
Future
058-350-02
0.075 1
CO
$31.66
0.37
$0.00
Future
058-350-03
0.099
CO
$31.66
0.50
$0.00
Future
058-350-04
CO
$31,66
0.00
$0.00
Future
058-350-05
0.116
CO
$31.66
0.58
$0.00
Future
058-350-06
0.058
CO
$31.66
0.29
$0.00
Future
058-350-07
0.116
CO
$31.66
0.58
$0.00
Future
058-370-02
2.400
Conv.
Care
$31.66
12.00
$0.00
Future
058-370-03
2.400
Conv.
Care
$31.66
12.00
$0.00
Future
058-380-01
0.074
CO
$31.66
0.37
$0.00
Future
058-380-02
0.074
CO
$31.66
0.37
$0.00
Future
058-380-03
0.074
CO
$31.66
0.37
$0.00
Future
058-380-04
0.074
CO
$31.66
0.37
$0.00
Future
058-380-05
0.074
CO
$31.66
0.37
$0.00
Future
058-380-06
0.056
CO
$31.66
0.28
$0.00
Future
058-380-07
0.371
CO
$31.66
1.86
$0.00
Future
058-380-08
0.074
CO
$31.66
0.37
$0.00
Future
058-380-09
0.130
CO
$31.66
0.65
$0.00
Future
058-380-10
0.074
CO
$31.66
0.37
$0.00
Future
058-380-11
0.074
CO
$31.66
0.37
$0.00
Future
058-380-12
0.074
CO
$31.66
0.37
$0.00
Future
058-380-13
0.130
CO
$31.66
0.65
$0.00
Future
058-390-01
0.083
CO
$31.66
0.41
$0.00
Future
058-390-02
0.075
CO 1
$31.66
0.37
$0.00
ATTACHMENT 2
ZONE
APN
Acreage
Status
AMT PER
dueF
dueF
2008-09
ASSESSMENT
Future
058-390-03
0.099
CO
$31.66
0.50
$0.00
Future
058-390-05
0.116
CO
$31.66
0.58
$0.00
Future
058-390-06
0.058
CO
$31.66
0.29
$0.00
Future
058-390-07
0.116
CO
$31.66
0.58
$0.00
Future
058-400-01
0.037
CO
$31.66
0.19
$0.00
Future
058-400-02
0.037
CO
$31.66
0.19
$0.00
Future
058-400-03
0.037
CO
$31.66
0.19
$0.00
Future
058-400-04
0.065
CO
$31.66
0.32
$0.00
Future
058-400-05
0.278
CO
$31.66
1.39
$0.00
Future
058-400-06
0.037
CO
$31.66
0.19
$0.00
Future
058-400-08
0.037
CO
$31.66
0.19
$0.00
Future
058-400-09
0.037
CO
$31.66
0.19
$0.00
Future
058-400-10
0.037
CO
$31.66
0.19
$0.00
Future
058-400-11
0.065
CO
$31.66
0.32
$0.00
Future
058-400-12
0.278
CO
$31.66
1.39
$0.00
Future
058-400-13
0.037
CO
$31.66
0.19
$0.00
Future
060-020-01
2.520
CR
$37.24
12.60
$0.00
Future
060-020-03
0.770
CR
$31.66
3.85
$0.00
Future
060-020-04
0.558
CR
$31.66
2.79
$0.00
147.769
676.53
264.84
ATTACHMENT 2
City cf Lodi
Lodi Consolidated LMD No. 2003-1
Zone 16
Maximum Assessment
Assessment Roll
ZONE
APN
Acreage
Status
AMT PER
dueF
dueF
MAXIMUM
ASSESSMENT
16
031-330-10
0.581
CO
$37.24
2.91
$108.18
16
058-160-86
1.092
CO
$37.24
5.46
$203.34
Future
027-410-05
4.950
CO
$37.24
24.75
$0.00
Future
027-410-06
2.340
CO
$37.24
11.70
$0.00
Future
027-410-07
1.070
CO
$37.24
5.35
$0.00
Future
027-410-08
1.080
CO
$37.24
5.401
$0.00
Future
027-410-09
1.810
CO
$37.24
9.05
$0.00
Future
027-410-10
0.730
CO
$37.24
3.65
$0.00
Future
027-410-11
9.060
CO
$37.24
41.40
$0.00
Future
027-410-12
0.760
CO
$37.24
3.80
$0.00
Future
027-410-13
0.491
CO
$37.24
2.46
$0.00
Future
027-410-14
0.599
CO
$37.24
3.00
$0.00
Future
027-410-15
2.130
School
$37.24
10.65
$0.00
Future
027-410-16
2.670
Church
$37.24
13.35
$0.00
Future
027-410-17
3.680
Sr Apts
$37.24
18.40
$0.00
Future
027-410-20
0.560
CO
$37.24
2.80
$0.00
Future
027-410-21
0.560
CO
$37.24
2.80
$0.00
Future
027-410-22
3.050
Church
$37.24
15.25
$0.00
Future
027-420-01
1.755
CR
$37.24
8.78
$0.00
Future
027-420-02
1.300
CR
$37.24
6.50
$0.00
Future
027-420-03
1.740
CR
$37.24
8.70
$0.00
Future
027-420-06
2.000
CR
$37.24
10.00
$0.00
Future
027-420-07
11.720
CR
$37.24
48.05
$0.00
Future
027-420-12
1.910
CR
$37.24
9.55
$0.00
Future
027-420-13
0.880
CR
$37.24
4.40
$0.00
Future
027-420-14
1.200
CR
$37.24
6.00
$0.00
Future
031-040-28
1.280
CO
$37.24
6.40
$0.00
Future
031-040-30
0.670
CR
$37.24
3.35
$0.00
Future
031-280-04
2.720
CO
$37.24
13.60
$0.00
Future
031-300-01
0.155
CO
$37.24
0.78
$0.00
Future
031-300-02
0.052
CO
$37.24
0.26
$0.00
Future
031-300-04
0.155
CO
$37.24
0.78
$0.00
Future
031-300-05
0.052
CO
$37.24
0.26
$0.00
Future
031-330-09
1.133
CO
$37.24
5.67
$0.00
Future
031-330-11
0.985
CO
$37.24
4.93
$0.00
Future
058-030-11
6.970
CR
$37.24
34.85
$0.00
Future
058-030-12
9.260
CR
$37.24
41.90
$0.00
Future
058-030-13
18.290
CR
$37.24
60.36
$0.00
Future
058-140-01
0.450
CR
$37.24
2.25
$0.00
Future
058-140-33
0.855
CR
$37.24
4.28
$0.00
Future
058-140-35
12.450
CR
$37.24
49.88
$0.00
Future
058-140-42
0.792
CR
$37.241
3.96
$0.00
ZONE
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
Future
APN
058-140-43
058-140-44
058-140-45
058-140-48
058-140-49
058-140-50
058-160-29
058-160-32
058-160-78
058-160-82
058-160-83
058-160-84
058-160-89
058-260-40
058-260-41
058-260-42
058-260-43
058-260-46
058-260-47
058-320-01
058-320-02
058-320-03
058-320-07
058-320-08
058-350-01
058-350-02
058-350-03
058-350-05
058-350-06
058-350-07
058-370-02
058-370-03
058-380-01
058-380-02
058-380-03
058-380-04
058-380-05
058-380-06
058-380-07
058-380-08
058-380-09
058-380-10
058-380-11
058-380-12
058-380-13
058-390-01
058-390-02
058-390-03
Acreage I Status
0.894
CR
4.290
CR
2.610
CR
0.561
CR
0.730
CR
0.520
CR
0.560
CO
0.550
CO
1.024
CO
0.899
CO
0.496
CO
0.620
CO
0.811
CO
1.390
CO
0.882
CO
0.882
CO
0.748
CO
0.347
CO
0.442
CO
0.102
CO
0.073
CO
0.102
CO
0.114
CO
0.057
CO
0.083
CO
0.075
CO
0.099
CO
0.116
CO
0.058
CO
0.116
CO
2.400
Conv.
Care
2.400
Conv.
Care
0.074
CO
0.074
CO
0.074
CO
0.074
CO
0.074
CO
0.056
CO
0.371
CO
0.074
CO
0.130
CO
0.074
CO
0.074
CO
0.074
CO
0.130
CO
0.083
CO
0.075
CO
0.099
CO
ATTACHMENT 2
dueF I dueF I ASSESSMENT
$37.24
4.47
$0.00
$37.24
21.45
$0.00
$37.24
13.05
$0.00
$37.24
2.81
$0.00
$37.24
3.65
$0.00
$37.24
2.601
$0.00
$37.24
2.80
$0.00
$37.24
2.75
$0.00
$37.24
5.12
$0.00
$37.24
4.50
$0.00
$37.24
2.48
$0.00
$37.24
3.10
$0.00
$37.24
4.06
$0.00
$37.24
6.95
$0.00
$37.24
4.41
$0.00
$37.24
4.41
$0.00
$37.24
3.741
$0.00
$37.24
1.741
$0.00
$37.24
2.21
$0.00
$37.24
0.51
$0.00
$37.24
0.37
$0.00
$37.24
0.51
$0.00
$37.241
0.571
$0.00
$37.24
0.28
$0.00
$37.24
0.41
$0.00
$37.24
0.37
$0.00
$37.24
0.50
$0.00
$37.24
0.58
$0.00
$37.24
0.29
$0.00
$37.24
0.58
$0.00
$37.24
12.00
$0.00
$37.24
12.001
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.28
$0.00
$37.24
1.86
$0.00
$37.24
0.37
$0.00
$37.24
0.65
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.37
$0.00
$37.24
0.65
$0.00
$37.24
0.41
$0.00
$37.24
0.37
$0.00
$37.24
0.50
$0.00
ATTACHMENT
ZONE
APN
Acreage
Status
AMT PER
dueF
dueF
MAXIMUM
ASSESSMENT
Future
058-390-04
CO
$37.24
0.00
$0.00
Future
058-390-05
0.116
CO
$37.24
0.58
$0.00
Future
058-390-06
0.058
CO
$37.24
0.29
$0.00
Future
058-390-07
0.116
CO
$37.24
0.58
$0.00
Future
058-400-01
0.037
CO
$37.24
0.19
$0.00
Future
058-400-02
0.037
CO
$37.24
0.19
$0.00
Future
058-400-03
0.037
CO
$37.24
0.19
$0.00
Future
058-400-04
0.065
CO
$37.24
0.32
$0.00
Future
058-400-05
0.278
CO
$37.24
1.39
$0.00
Future
058-400-06
0.037
CO
$37.24
0.19
$0.00
Future
058-400-08
0.037
CO
$37.24
0.19
$0.00
Future
058-400-09
0.037
CO
$37.24
0.19
$0.00
Future
058-400-10
0.037
CO
$37.24
0.19
$0.00
Future
058-400-11
0.065
CO
$37,24
0.32
$0.00
Future
058-400-12
0.278
CO
$37.24
1.39
$0.00
Future
058-400-13
0.037
CO
$37.24
0.19
$0.00
Future
060-020-01
2.520
CR
$37.24
12.60
$0.00
Future
060-020-03
0.770 1
CR
$37.24
3.85
$0.00
Future
060-020-04
0.558 1
CR
$37.241
2.79
$0.00
147.769 1
1
676.53
311.52
RESOLUTION NO. 2008-57
A RESOLUTION OF THE LODI CITY COUNCIL, STATE OF
CALIFORNIA, FOR PRELIMINARY APPROVAL OF THE ENGINEERS
REPORT REGARDING THE PROPOSED ANNEXATION OF
TERRITORY INTOTHE LODI CONSOLIDATED LANDSCAPE
MAI NTENANCEASSESSMENT DISTRICT NO. 2003-1 AND LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008-09
WHEREAS, the City Council, pursuant to the provisions of the Landscape and
Lighting Act of 197.2, Part 2 Division 15, of the California Streets and Highways Code
(commencing with Section 22500) (hereafter referred to as the "Act'), did by previous
Resolution order the preparation of an Engineer's Report (hereafter referred to as the
"Report") for the proposed annexation of territory into the Lodi Consolidated Landscape
Maintenance District No. 2003-1 (hereafter referred to as the "District"). The proposed
annexation shall be known and designated as:
ZONE 14— LUCA PLACE
ZONE 15—GUILDAVENUE INDUSTRIAL
ZONE 16 —WEST KETTLEMAN LANE COMMERIAL
WHEREAS, here has now been presented to this City Council the Report as
required by Chapter 2, Article I, Section 22586 of said Act; and
WHEREAS, the City has carefully examined and reviewed the Report as
presented and is preliminarily satisfied with the proposed Annexation, each and all of the
budget items and documents as set forth therein, and is satisfied that the levy amounts,
on a preliminary basis, have been spread in accordance with the special benefit received
from the improvements, operation, maintenance, and services to be performed within
said Annexation, as set forth in said Report.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED
BY THE CITY COUNCIL FORTHE DISTRICTAS FOLLOWS:
SECTION 1: That the above recitals are true and correct.
SECTION 2 That the "Report" as presented consists of the following:
A. Description of Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations,
and Maintenance).
C, The Assessment Roll containing the fiscal year 2008-09 levy for each
Assessor Parcel within the Annexation is hereby approved on a
preliminary basis and ordered to be filed in the Office of the City Clerk
as a permanent record and to remain open to public inspection.
SECTION 3: That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the
Report.
Dated: April 2, 2008
hereby certify that Resolution No. 2008-57 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 2, 2008, by the following vote:
AYES: COUNCIL MEMBERS—Hansen, Hitchcock, Johnson, Katzakian,
and Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None
NNIF M. PERRIN
Deputy City Clerk
2008-57
RESOLUTION NO. 2008-58
A RESOLUTION OF THE LODI CITY COUNCIL, STATE OF
CALIFORNIA, DECLARING ITS INTENTION TO ANNEX TERRITORY
INTOTHE LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 AND TO PROVIDE FOR THE
LEVY AND COLLECTION OF ASSESSMENTS IN SUCH
ANNEXATION, SETTING A TIME AND PLACE FOR A PUBLIC
HEARING THEREON, AND ORDERING THE INITIATION OF
ASSESSMENT BALLOT PROCEDURES
WHEREAS, the Lodi City Council, pursuant to the terms of the Landscape and Lighting
Act of 7972, Part 2, Division 15, of the California Streets and Highways Code (commencing with
Section 22500) (the "1972 Act'), Article X111D of the Constitution of the State of California
("Article X111U), and the Proposition 278 Omnibus Implementation Act (Government Code
Section 53750 and following) (the `Implementation Act") (the 1972 Act, Article XIIID, and the
Implementation Act are referred to collectively as the "Assessment Law"), did by previous
Resolution initiate proceedings to annex territory into a special assessment district and ordered
the preparation of an Engineer's Report for the levy of assessments within such proposed
annexation, such special assessment district known and designated as "Lodi Consolidated
Landscape Maintenance District No. 2003-1" (hereafter referred to as the "District"). The areas
proposed to be annexed shall be known as the "Annexation" and will become Zones within the
District. Such Zones shall be known and designated as:
ZONE 14 — LUCA PLACE
ZONE 15—GUILD AVENUE INDUSTRIAL
ZONE 16 —WEST KETTLEMAN LANE COMMERCIAL
WHEREAS, at this time, the City Council desires to declare its intention to annex such
territory into the District and to provide for the levy of assessments for the next ensuing fiscal
year to provide for the costs and expenses necessary to pay for the maintenance of the
improvements (defined below) in such Annexation; and
WHEREAS, there has been presented and preliminarily approved by this City Council
the Engineer's Report, as required by the Assessment Law.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
SECTION 1: Recitals: The above recitals are all true and correct.
SECTION 2: Declaration of Intention: The public interest and convenience requires, and it is
the intention cf the City Council, to order the annexation of the above-described territory into the
District and to levy and collect assessments to pay the annual costs and expenses for the
maintenance and/or servicing of all of the improvements for the Annexation. Such
improvements and the maintenance and servicing d such improvements are generally
described as:
The improvements include: landscaping, planting, shrubbery, trees, turf, irrigation
systems, lighting systems, street lighting, traffic signals, street sweeping, park
maintenance, and associated appurtenant facilities.
The maintenance of the improvements shall include the furnishing of services
and materials for all necessary service, operations, administration, and
maintenance required to keep the improvements in a healthy, vigorous, and
satisfactory condition.
SECTION 3: Boundaries of District: The improvements are of special benefit to the properties
within the boundariesof the Annexation. The City Council previously declaredthe boundaries to
encompass the area specially benefited by such improvements, and for particulars, reference is
made to the assessment diagram as previously approved by the City Council, a copy of which is
on file in the Office of the City Clerk and open for public inspection, and is designated by the
name of this District.
SECTION 4: Report of Assessment Enaineer: The Assessment Engineer's Report, as
preliminarily approved by the City Council is on file with the City Clerk and open for public
inspection. Reference is made to such Report for a full and detailed description of the
improvements to be maintained, the boundaries of the District and any zones therein, and the
proposed assessments upon assessable lots and parcels of land within the Annexation.
SECTION 5: Public Hearing: Notice is hereby given that a Public Hearing is hereby scheduled
to be held at 305 West Pine Street, Lodi, California, on May 7 2008, at 7:00 p.m.
All interested persons shall be afforded the opportunity to hear and be heard. The City Council
shall consider all oral statements and all written communications made or filed by any interested
persons. The City Council shall, at the conclusion of the Public Hearing, also determine whether
assessment ballots submitted pursuant to the Assessment Law in opposition to the proposed
assessments within the district exceed assessment ballots submitted in favor of such proposed
assessments.
RIGHTTO SUBMIT ASSESSMENT BALLOT
Pursuant to the provisions of the Assessment Law, each record owner of property proposed to
be assessed has the right to submit an assessment ballot in favor of or in opposition to the
proposed assessment.
Assessment ballots will be mailed to the record owner of each parcel located within the
Annexation and subject to a proposed assessment. Each such owner may complete such
assessment ballot and thereby indicate their support for or opposition to the proposed
assessment. All such assessment ballots may be delivered by mail or personal delivery to the
City Clerk at the following address at or before 5:00 p.m. on May 7,2008:
City Clerk
City of Lodi
221 West Pine Street
Lodi, California 95240
After 5:00 p.m. on May 7,2008, assessment ballots may be delivered to the City Clerk only at
the location of the Public Hearing given above (305West Pine Street, Lodi, California).
All assessment ballots must be received by the City Clerk prior to the time that the Public
Hearing is closed. An assessment ballot, which is delivered by mail with a postmarkthat is prior
to the date and time of the Public Hearing but is not received by the City Clerk until after the
Public Hearing is closed, will not be counted.
At the conclusion of the Public Hearing, the City Council shall cause the assessment ballots
timely received to be tabulated. If a majority protest exists, the City Council shall not impose an
assessment within the Annexation. A majority protest exists if, upon the conclusion of the
Public Hearing, assessment ballots submitted in opposition to the assessments within the
Annexation exceed the assessment ballots submitted in favor of such assessments. In
tabulating the assessment ballots, the assessment ballots shall be weighted according to the
proportional financial obligation of the affected property.
SECTION 6: Notice: The City Clerk is hereby directed to mail notice pursuant to the
Assessment Law of the Public Hearing and assessment ballot proceedings and the adoption of
the Resolution of Intention and of the filing of the Assessment Engineer's Report, together with
the assessment ballot materials, to the record owners of all real property proposed to be
assessed.
SECTION 7: Proceedinas Inquiries: The following staff person is designated to respond to all
inquiries for any and all information relating to the proposed Annexation and these proceedings,
including the assessment ballot procedure:
RICK CLARK
NBS
32605 TEMECULA PARKWAY, SUITE 100
TEMECULA, CA 92592
TELEPHONE: 800-676-7516
Dated: April 2, 2008
-------------------------------------------------------------------------
I hereby certify that Resolution No. 2008-58 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 2, 2008, by the following vote:
AYES: COUNCIL MEMBERS— Hansen, Hitchcock, Johnson, Katzakian, and
Mayor Mounce
NOES: COUNCIL MEMBERS—None
ABSENT COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None
,���
('.iNIFE M. PERRIN
Deputy City Clerk
RESOLUTION NO. 2008-59
A RESOLUTION OF THE LODI CITY COUNCIL, COUNTY OF
SAN JOAQUIN, STATE OF CALIFORNIA, INITIATING
PROCEEDINGS FOR THE ANNEXATION OF TERRITORY INTO
THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 AND THE LEVY AND
COLLECTION OF ASSESSMENTS FOR ZONES 14, 15, AND 16,
FOR FISCAL YEAR 2008-09
WHEREAS, the City Council has by previous Resolutions formed and levied
annual assessments for the Lodi Consolidated Landscape Maintenance Assessment
District No. 2003-1 (hereafter referred to as the "District"), pursuant to the provisions of
the Landscapeand LightingAct of 1972,Part2, Division 15, of the California Streets and
Highways Code (commencing with Section 22500) (hereafter referred to as the "Act")
that provides for the levy and collection of assessments by the County of San Joaquin
for the City of Lodi to pay the maintenance and services of all improvements and
facilities related thereto: and
WHEREAS, the City Council desires to annex territory into the District, and such
territory receives special benefit from the improvements provided by the District; and
WHEREAS, the City Council has retained NBS for the purpose of assisting with
the annexation of territory and Annual Levy of the District and to prepare and file a report
with the City Clerk in accordance with the Act.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, PURSUANT TO CHAPTER 2, SECTION
22585, OF THE ACT, AS FOLLOWS:
Section 1 Proposal: The City Council hereby proposes the annexation of territory into the
District, as described below, and the levy and collection of assessments.
Section 2 Engineer's Report: The City Council hereby orders NBS to prepare and file
with the City Clerk the Engineer's Report concerning the annexation cf the territory into
the District and the levy and collection of assessments for the fiscal year commencing
July 1, 2008 and ending June 30, 2009, in accordance with Chapter 1, Article 4,Section
22565 of the Act.
Section 3 Proposed improvements: The proposed improvements within the District may
include, but are not limited to: landscaping, planting, shrubbery, trees, turf, irrigation
systems, lighting systems, street lighting, traffic signals, street sweeping, and
appurtenant facilities. Services provided include all necessary service, operations,
administration, and maintenance required to keep the improvements in a healthy,
vigorous, and satisfactory condition. The Engineer's Annexation and Annual Levy
Report describes all improvements.
Section 4 District designation: The District is designated as: LODI CONSOLIDATED
LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1." The territory
proposed to be annexed consists of the following Zones:
ZONE 14— LUCA PLACE
ZONE 15—GUILDAVENUE INDUSTRIAL
ZONE 16—WEST KETTLEMAN LANE COMMERCIAL
Dated: April 2, 2008
hereby certify that Resolution No. 2008-59 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 2, 2008, by the following vote:
AYES: COUNCIL MEMBERS— Hansen, Hitchcock, Johnson, Katzakian,
and Mayor Mounce
NOES: COUNCIL MEMBERS— None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None
t44N1_4' PERRIN
eputy City Clerk
2008-59
F ►lease immediately confirm receipt
of this fax by cabling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT: RESOLUTIONMOTICE OF HEARING DECLARING INTENTION TO
ANNEX TERRITORY INTO LODI CONSOLIDATED LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 AND TO
PROVIDE FOR THE LEVY AND COLLECTION OF ASSESSMENTS
IN SUCH ANNEXATION, SETTING A TIME AND PLACE FOR A
PUBLIC HEARING THEREON, AND ORDERING THE INITIATION
OF ASSESSMENT BALLOT PROCEDURES
PUBLISH DATE: SATURDAY, APRIL 5,2008
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO:
DATED: THURSDAY, APRIL 3,2008
ORDERED BY: RANDI JOHL
CITY CLERK
1
JE6flFER M. VERRIN, CMC
DEPUTY CITY CLERK
RANDI JOHL, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
MARIA BECERRA
ADMINISTRATIVE CLERK
Faxed to the Sentinel at 369-1084 at (time) on
LNS Phoned to confirm receipt of all pages at L1)IR� ,.1 i�!
formsradvins.doc
DECLARATION OF POSTING
RESOLUTION/NOTICE OF HEARING DECLARING INTENTION TO ANNEX
TERRITORY INTO LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 AND TO PROVIDE FOR THE LEVY AND
COLLECTION OF ASSESSMENTS IN SUCH ANNEXATION, SETTING A TIME AND
PLACE FOR A PUBLIC HEARING THEREON, AND ORDERING THE INITIATION OF
ASSESSMENT BALLOT PROCEDURES
On Friday, April 4, 2008, in the City of Lodi, San Joaquin County, California, a
Resolution/Notice of Hearing declaring intention to annex territory into Lodi Consolidated
Landscape Maintenance Assessment District No. 2003-1 and to provide for the levy and
collection of assessments in such annexation, setting a time and place for a Public
Hearing thereon and ordering the initiation of assessment ballot procedures (attached
and marked as Exhibit A) was posted at the following locations:
Lodi Public Library
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
declare under penalty of perjury that the foregoing is true and correct.
Executed on April 4, 2008, at Lodi, California.
JTCIFER kV PERRIN, CMC
D PUTYCITY CLERK
N:1Administration\CLERK\Forms\DECPOSTPW.DQC
ORDERED BY:
RANDI JOHL
CITY CLERK
MARIA BECERRA
ADMINISTRATIVE CLERK
it..: , � C
� DECLARATION OF
RESOLUTION/NOTICE OF HEARING DECLARING INTENTION TO ANNEX TERRITORY
INTO LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO.
2003-1 AND TO PROVIDE FOR THE LEVY AND COLLECTION OF ASSESSMENTS IN
SUCH ANNEXATION, SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON,
AND ORDERING THE INITIATION OF ASSESSMENT BALLOT PROCEDURES
On Thursday, April 3, 2008, in the City of Lodi, San Joaquin County, California, I deposited in
the United States mail, envelopes with first-class postage prepaid thereon, containing
Resolution/Notice of Hearing declaring intention to annex territory into Lodi Consolidated
Landscape Maintenance Assessment District No. 2003-1 and to provide for the levy and
collection of assessments in such annexation, setting a time and place for a Public Hearing
thereon and ordering the initiation of assessment ballot procedures, attached hereto marked
Exhibit A. The mailing list for said matter is attached hereto, marked Exhibit B.
There is a regular daily communication by mail between the City of Lodi, California, and the
places to which said envelopes were addressed.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on April 3, 2008, at Lodi, California.
DIFER M. PERRIN, CMC
UTY CITY CLERK
Formsldecmail.doc
ORDERED BY:
RANDIJOHL
CITY CLERK, CITY OF LODI
MARIA BECERRA
ADMINISTRATIVE CLERK
NOTICE OF PUBLIC HEARING 1EXHIBIT A
RESOLUTION NO. 2008-58
A RESOLUTION OF THE LODI CITY COUNCIL, STATE OF
CALIFORNIA, DECLARING ITS INTENTIONTO ANNEX TERRITORY
INTO THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 AND TO PROVIDE FOR THE
LEVY AND COLLECTION OF ASSESSMENTS IN SUCH
ANNEXATION, SETTING A TIME AND PLACE FOR A PUBLIC
HEARING THEREON, AND ORDERING THE INITIATION OF
ASSESSMENT BALLOT PROCEDURES
WHEREAS, the Lodi City Council, pursuant to the terms of the Landscape and Lighting
Act of 1972, Part2, Division 15, of the California Streetsand Highways Code (commencing with
Section 22500) (the "1972 Act"), Article XIIID of the Constitution of the State of California
("Article XIIID'g, and the Proposition 218 Omnibus Implementation Act (Government Code
Section 53750 and following) (the `Implementation Act') (the 1972 Act, Article XIIID, and the
Implementation Act are referred to collectively as the "Assessment Law"), did by previous
Resolution initiate proceedings to annex territory into a special assessment district and ordered
the preparation of an Engineer's Report for the levy of assessments within such proposed
annexation, such special assessment district known and designated as "Lodi Consolidated
Landscape Maintenance District No. 2003-1" (hereafter referred to as the "District"). The areas
proposed to be annexed shall be known as the "Annexation" and will become Zones within the
District. Such Zones shall be known and designated as:
ZONE 14 — LUCA PLACE
ZONE 15—GUILDAVENUE INDUSTRIAL
ZONE 16 —WEST KETTLEMAN LANE COMMERCIAL
WHEREAS, at this time, the City Council desires to declare its intention to annex such
territory into the District and to provide for the levy of assessments for the next ensuing fiscal
year to provide for the costs and expenses necessary to pay for the maintenance of the
improvements (defined below) in such Annexation; and
WHEREAS, there has been presented and preliminarily approved by this City Council
the Engineer's Report, as required by the Assessment Law.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
SECTION 1: Recitals: The above recitals are all true and correct.
SECTION 2: Declaration of Intention: The public interest and convenience requires, and it is
the intention of the City Council, to order the annexation of the above-described territory into the
District and to levy and collect assessments to pay the annual costs and expenses for the
maintenance and/or servicing of all of the improvements for the Annexation. Such
improvements and the maintenance and servicing of such improvements are generally
described as:
The improvements include: landscaping, planting, shrubbery, trees, turf, irrigation
systems, lighting systems, street lighting, traffic signals, street sweeping, park
maintenance, and associated appurtenant facilities.
The maintenance of the improvements shall include the furnishing of services
and materials for all necessary service, operations, administration, and
maintenance required to keep the improvements in a healthy, vigorous, and
satisfactory condition.
SECTION 3: Boundaries of District: The improvementsare of special benefit to the properties
within the boundaries cf the Annexation. The City Council previously declared the boundaries to
encompass the area specially benefited by such improvements, and for particulars, reference is
made to the assessment diagram as previously approved by the City Council, a copy of which is
on file in the Office of the City Clerk and open for public inspection, and is designated by the
name of this District.
SECTION 4: Report of Assessment Enaineer: The Assessment Engineer's Report, as
preliminarily approved by the City Council is on file with the City Clerk and open for public
inspection. Reference is made to such Report for a full and detailed description of the
improvements to be maintained, the boundaries of the District and any zones therein, and the
proposed assessments upon assessable lots and parcels of land within the Annexation.
SECTION 5: Public Hearing: Notice is hereby given that a Public Hearing is hereby
scheduled to be held at 305 West Pine Street, Lodi. California. on May 7. 2008. at 7:00 p.m.
All interested persons shall be afforded the opportunity to hear and be heard. The City Council
shall consider all oral statements and all written communications made or filed by any interested
persons. The City Council shall, at the conclusion of the Public Hearing, also determine whether
assessment ballots submitted pursuant to the Assessment Law in opposition to the proposed
assessments within the district exceed assessment ballots submitted in favor of such proposed
assessments.
RIGHT TO SUBMIT ASSESSMENT BALLOT
Pursuant to the provisions cf the Assessment Law, each record owner of property proposed to
be assessed has the right to submit an assessment ballot in favor cf or in opposition to the
proposed assessment.
Assessment ballots will be mailed to the record owner of each parcel located within the
Annexation and subject to a proposed assessment. Each such owner may complete such
assessment ballot and thereby indicate their support for or opposition to the proposed
assessment. All such assessment ballots may be delivered by mail or personal delivery to the
City Clerk at the following address at or before 5:00 p.m. on May 7, 2008:
City Clerk
City of Lodi
221 West Pine Street
Lodi, California 95240
After 5:00 p.m. on May 7, 2008, assessment ballots may be delivered to the City Clerk only at
the location of the Public Hearing given above (305 West Pine Street, Lodi, California).
All assessment ballots must be received by the City Clerk prior to the time that the Public
Hearing is closed. An assessment ballot, which is delivered by mail with a postmark that is prior
to the date and time of the Public Hearing but is not received by the City Clerk until after the
Public Hearing is closed, will not be counted.
At the conclusion of the Public Hearing, the City Council shall cause the assessment ballots
timely received to be tabulated. If a majority protest exists, the City Council shall not impose an
assessment within the Annexation. A majority protest exists if, upon the conclusion of the
Public Hearing, assessment ballots submitted in opposition to the assessments within the
Annexation exceed the assessment ballots submitted in favor of such assessments. In
tabulating the assessment ballots, the assessment ballots shall be weighted according to the
proportional financial obligation of the affected property.
SECTION 6: Notice: The City Clerk is hereby directed to mail notice pursuant to the
Assessment Law of the Public Hearing and assessment ballot proceedings and the adoption of
the Resolution of Intention and of the filing of the Assessment Engineer's Report, together with
the assessment ballot materials, to the record owners of all real property proposed to be
assessed.
SECTION 7: Proceedinas Inauiries: The following staff person is designated to respond to all
inquiries for any and all information relating to the proposed Annexation and these proceedings,
including the assessment ballot procedure:
RICK CLARK
NBS
32605 TEMECULA PARKWAY, SUITE 100
TEMECULA, CA 92592
TELEPHONE: 800-676-7516
Dated: April 2, 2008
I hereby certify that Resolution No. 2008-58 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 2, 2008, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Hitchcock, Johnson, Katzakian, and
Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS — None
ieptu
N1FE PERRIN
ty City Clerk
2008-58
EXHIB!5 BI
APN
Site Address
Owner Name
Mailing Address
027-420-09
1380 Westgate Drive
Costamagna Partners LP
PO Box 73
Woodbridge, CA 95258
031-330-10
1811 W. Kettleman Lane
R. Thomas Development, Inc., Etal
PO Box 1598
Lodi, CA 95241
049-080-81
1399 E. Turner Road
Richard H. Kulka
4701 Sisk Rd., Ste. 101
049-080-82
1390 E. Turner Road
Modesto, CA 95356
049-080-74
955 N. Guild Avenue
Gregory & Deidra Carpenter
940 E. Victor Road
Lodi, CA 95240
049-340-38
1581 E. Victor Road
Vernon & Jenise Vierra
151 W. Taddei Road
Acam o, CA 95220
05$-160-86
1750 W. Kettleman Lane
Eagle Credit Union
PO Box 8266
Stockton, CA 95208
CITY COUNCIL
JOANNE L. MOUNCE. Mayor
LARRY D. HANSEN,
Mayor Pro Tempore
SUSAN HITCHCOCK
BOBJOHNSON
PHIL KATZAKIAN
CITY OF LODI
PUBLIC WORKS DEPARTMENT
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
(209)333-6706
FAX (209)333-6710
EMAIL pwdept@lodi.gov
hltp:\\www.lodi.gov
March 28. 2008
NBS Mailing List ' C�
32605 Temecula Parkway, Ste. 100
Temecula, CA 92592
BLAIR KING
City Manager
RANDI JOHL
City Clerk
D. STEVEN SCHWABAUER
City Attorney
RICHARD C. PRIMA, JR.
Public Works Director
SUBJECT: Adopt Resolution of Preliminary Approval, Resolution of Intention and
Resolution Initiating Proceedings to Annex Luca Place Zone 14,
Guild Avenue IndustrialZone 15, and West Kettleman Lane Commercial
Zone 16 to Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1; and Set Public Hearing and Deadlinefor Receipt of Ballots for
May 7,2008
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, April 2, 2008. The meeting will be held at 7 p.m. in the
City Council Chamber, Carnegie Forum, 305 West Pine Street.
This item is on the consent calendar and is usually not discussed unless a
Council Member requests discussion. The public is given an opportunity to address
items on the consent calendar at the appropriate time.
If you wish to write to the City Council, please address your letter to City Council,
City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the
mail. Or, you may hand-deliverthe letterto City Hall, 221 West Pine Street.
If you wish to address the Council at the Council Meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Randi Johl, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Sharon Welch,
Senior Civil Engineer, at (209) 333-6800, extension 2659.
T +
Richard C. Prima, Jr.
4o' r. = Public Works Director
RCPlpmf
Enclosure
cc: City Clerk
NC! NTENTION_SETPH. DOC
APN
Site Address
Owner Name
Mailin Address
027-420-09
1380 Westgate Drive
Costamagna Partners LP
I PO Box 73
Woodbridge, CA 95258
Lodi, CA 95241
049-080-81
1399 E. Turner Road
Richard H. Kulka
4701 Sisk Rd., Ste. 101
049-080-82
1390 E. Turner Road
Modesto, CA 95356
049-080-74
955 N. Guild Avenue
Gregory& Deidra Carpenter
940 E. Victor Road
Lodi, CA 95240
Q49-340-38
1581 E. Victor Road
Vernon & Jenise Vierra
151 W. Taddei Road
Acampo, CA 95220
058-160-86
1750 W. Kettleman Lane
Ea_ale Credit Union I
PO Box 8266
1
Stockton, CA 95208