HomeMy WebLinkAboutAgenda Report - March 17, 2004 E-18 PHAGENDA ITEM EAS
CITY OF LODI
COUNCIL COMMUNICATION
TNS
AGENDA TITLE: Adopt Resolution of Preliminary Determination and Resolution of Intention to
Annex Millsbridge II Zone 3 and Almond North Zone 4 to Lodi Consolidated
Landscape Maintenance District No. 2003-1; Set Public Hearing and Deadline
for Receipt of Ballots for May 5, 2004; and Adopt Resolutions Authorizing
City Manager to Execute Professional Services Agreements with
Timothy J. Hachman, Attorney at Law, ($7,000) and Thompson-Hysell
Engineers, a Division of the Keith Companies, Inc., ($8,500) for Services
Required in Support of the Annexation
MEETING DATE: March 17, 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 agreements with Timothy J. Hachman,
Attorney at Law, and 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 Millsbridge II Zone 3 and Almond North Zone 4, 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 Millsbridge II Zone 3 and Almond North Zone 4,
Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1.
BACKGROUND INFORMATION: Developers of the Millsbridge II subdivision and the Almond North
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. Millsbridge I I Zone 3 consists of 27 lots plus 10 lots on the west side of the proposed
Stonebridge Drive. Almond North Zone 4 consists of 28 lots. The total number of lots in the two zones to
be included in the proposed assessment district is 65. The location of Zone 3 and 4 is presented in
Exhibit 2.
Different from prior Zone formation/annexation actions by the Council, Zone 3 includes nine lots that are not
a part of the primary subdivision. Zone 3 includes four parcels that have been submitted for development
entitlements by the developer of the primary subdivision (1271, 1251, 1239, 1219 Bezug Lane and
1819 Tienda Drive). The four parcels on Bezug Lane have pending lot line adjustment or parcel map
applications and the owners/developers intend to construct nine new homes on the newly created lots. The
parcel at 1819 Tienda Drive is undeveloped and is zoned for single family duplex development. The other
APPROVED:
CE_andscapeZone3lntention_1.doc V f 3/8/2004
Adopt Resolution of Preliminary Determination and Resolution of Intention to Annex Millsbridge II Zone 3
and Almond North Zone 4 to Lodi Consolidated Landscape Maintenance District No. 2003-1; Set Public
Hearing and Deadline for Receipt of Ballots for May 5, 2004; and Adopt Resolutions Authorizing
City Manager to Execute Professional Services Agreements with Timothy J. Hachman, Attorney at Law,
($7,000) and Thompson-Hysell Engineers, a Division of the Keith Companies, Inc., ($8,500) for Services
Required in Support of the Annexation
March 17, 2004
Page 2
two parcels on Bezug Lane are not included in Zone 3 because they are existing single family residences
that will probably remain in their current single family residential use for many years.
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
May 5, 2004, to hear public testimony on the formation and proposed assessments and to finally act to
form the district. A schedule of events culminating in the election to form the district and approving the
Engineer's Report is provided in Exhibit 3.
The Engineer's Report, prepared by Thompson-Hysell Engineers, a division of The Keith Companies, Inc.,
of Modesto, California, is attached as Exhibit 4. 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. Exhibit 4 presents the tabulation of
estimated costs. The annual assessment includes costs for maintaining the improvements, utilities,
replacement reserves, and administration of the district. Three principal maintenance activities are covered
by the district, including the reverse frontage wall and landscaping along Harney Lane, the street trees
within the parkway areas of the subdivision and a prorated share of public park maintenance.
In May of 2005, an Engineer's Report will be prepared and presented to the City Council for approval that
will set the Estimated Assessment for the following tax year. As is the case now, the costs in the
Engineer's Report will be based upon actual contract prices. It is anticipated that administrative services
will be bid and contracted on an annual basis.
Presently, the subdivision is comprised of four parcels that are expected to subdivide subsequent to the
formation of the assessment district. Zones 3 and 4 will contain approximately 65 lots and will have a
proposed assessment roll as set forth in Exhibit 4.
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 May 5, 2004.
The First Year Assessment will be added to the tax roll for Fiscal Year 2004-05 and the first revenues
from the district will not be received until January 2005. Until such time the City receives funds from the
district, the developer remains responsible for the regular and ongoing maintenance of the public wall
and landscape improvements. This requirement has been addressed in the Subdivision Improvement
Agreements that are to be presented to the City Council at the March 17, 2004, and April 21, 2004,
meetings for Zone 3 and Zone 4, respectively.
FUNDING: Applicant fees and reimbursement from fun collected through the assessment district.
w
Richard rima, Jr.
Public Works Director
Prepared by F. wally Sandelin, City Engineer
RCP/FW SIpmt
Attachments
cc: D. Stephen Schwabauer, Interim City Attorney Tony Goehring, Parks and Recreation Director
George Bradley, Street Superintendent
Cl-andscapeZone3lntention_l.doc 302404
EXHIBIT I
Description of Improvements to be maintained for Millsbridge II Zone 3 and Almond
North Zone 4
A. Street parkway trees located within the public streets within the Zone 3 and 4
boundary.
B. Public park land area of 0.561 acres in size equivalent to the current level of
service standard for park area within the City of Lodi of 3.4 acres per
thousand persons served.
EXHIBIT 3
City of Lodi LLD
Millsbridge II Zone 3
and
Almond North Zone 4
Landscape Maintenance Assessment District Annexations
and Zones 3 and 4 Budget Elections
Date
March 1, 2004
Time Table
Activity/Tasks
Distribution of preliminary draft
Engineer's Report
March 3, 2004 Initial Resolutions to City
Council Communication, Finalized
Engineer's Report
March 17, 2004 City Council Meeting to:
Resolution of Preliminary Determination to
Annex to Consolidated District, Form Zones 3
and 4, Resolution of Intention (sets Public
Hearing and date of Election on May 5, 2004)
March 19, 2004 Last day to Mail Notice and Ballot
April 19, 2004 Resolutions to City
Approve Engineer's Report
Annex to Consolidated District, Form Zones 3
and 4 Tally vote/Declare results
Council Communication
May 5, 2004 Last day to receive Ballots
May 5, 2004 City Council meeting to:
Public Hearing/Tally vote/Declare results
Annex to Consolidated District, Form Zones 3
and 4
Exhibitldoc
EXHIBIT 4
ENGINEER'S REPORT
MILLSBRIDGE II ZONE 3
AND
ALMOND NORTH ZONE 4
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
MARCH 2004
ANNUAL ENGINEER'SREPORT
FOR THE 2004-2005 FISCAL YEAR
MILLSBRIDGE II ZONE 3 AND
ALMOND NORTH ZONE 4
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
ro
Ql
4 No. 44908
,Exp. --E
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 72004.
, 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 72004.
, City Clerk, City of Lodi
San Joaquin County, California
:•
March 9, 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 two new zones (Millsbridge II Zone 3 and Almond North Zone 4)
in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1.
BACKGROUND
The Millsbridge II zone consists of a 27 -lot residential development and 5 adjacent parcels which,
when subdivided, will equal 11 dwelling unit equivalent Factors (dueF's) located in the
southwestern portion of the City of Lodi. The development is being pursued by Ron Thomas
Development, Tokay Development, and Almond North LLC. The Almond North zone consists of a
28 -lot residential development in the southeastern portion of the City of Lodi. The development is
being pursued by Almond North LLC, a California Limited Liability Company. This report is
relative to the proposed Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance
Districts 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 Millsbridge II Zone 3 and Almond North Zone 4 developments are 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 Millsbridge II Zone 3 and Almond North Zone 4
projects, when completed, will include 38 and 28 dueF's, respectively.
ASSESSMENT DISTRICT AREA
The areas of Millsbridge II Zone 3 and Almond North Zone 4 are described as all of the property
within the following assessor's parcels identified by assessor's number (APN):
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 2 of 9
March 9, 2004
Zone
Book
Page
Parcel
3
031
040
10-12,14,35,38
4
062
060
14,15
Boundary maps are attached to this Engineer's Report as Exhibit B. The assessment diagrams for
the Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance Districts 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.
PLANS AND SPECIFICATIONS
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by the Millsbridge II Zone 3 and Almond North Zone 4 Landscape
Maintenance Districts shall be filed with the City of Lodi and will be incorporated into this report by
reference.
DESCRIPTION OF AREAS TO BE MAINTAINED
The Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance Districts are created
to provide funding for the continued maintenance of the public areas which are 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 Districts upon their completion.
Zone 3 — Description of Improvements for Future Development
A. Street parkway trees located within the public street within the District Zone 3
boundary.
B. Public park land area of 0.3553 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.
2. Zone 4 — Description of Improvements for Future Development
A. Street parkway trees located within the public street within the District Zone 4
boundary.
B. Public park land area of 0.2618 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.
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 3 of 9
March 9, 2004
ALLOCATION OF COSTS
Assessments for the Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance
Districts 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
Millsbridge II Zone 3 and Almond North Zone 4 recorded Final Maps 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 assessments 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. One parcel has been designated for duplex use. This parcel 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.
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
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 4 of 9
March 9, 2004
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.
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
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
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 5 of 9
March 9, 2004
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:
Zone 3: Lots 1-27 in Millsbridge II, APN 031-040-10 (3 future lots), APN 031-040-11 (3
future lots), APN 031-040-12 (2 future lots), APN 031-040-14 (1 future lot), and APN 031-
040-3 8 (existing duplex) shall be assessed equally for the estimated costs of maintenance for
the fiscal year 2004-2005.
2. Zone 4: Lots 1-28 in Almond North shall be assessed equally 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.
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.
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 6 of 9
March 9, 2004
The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as
follows:
ZONE 3
FY 2004-05
FY 2004-05
Publication
ESTIMATED
MAXIMUM
OPERATION OF COSTS
ASSESSMENT
ASSESSMENT
Street Trees
$1,100.00
$1,100.00
Future Park Site
$0.00
$3,600.00
Est. Subtotal Operation Costs
$1,100.00
$4,700.00
DISTRICT ADMINISTRATION COSTS
Annual Engineer's Report
$4,000.00
$4,000.00
Publication
$100.00
$100.00
City Administration Fee
$2,000.00
$2,000.00
County Administration Fee
$900.00
$900.00
Est. Total Administration Costs
$7,000.00
$7,000.00
Est. Contingency
$412.00
$574.00
Total Estimated Revenue Required
for 2004-2005 Fiscal Year
$8,512.00
$12,274.00
Total Appropriation Required from
Existing Fund Balance
$0.00
$0.00
Total Estimated Assessment
for 2004-2005 Fiscal Year
$8,512.00
$12,274.00
Total dueF
38
38
Assessment per dueF
$224.00
$323.00
MAXIMUM ANNUAL ASSESSMENT
$323.00
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 7 of 9
March 9, 2004
ZONE 4
OPERATION OF COSTS
Street Trees
Future Park Site
Est. Subtotal Operation Costs
DISTRICT ADMINISTRATION COSTS
Annual Engineer's Report
Publication
City Administration Fee
County Administration Fee
Est. Total Administration Costs
Est. Contingency
Total Estimated Revenue Required
for 2004-2005 Fiscal Year
Total Appropriation Required from
Existing Fund Balance
Total Estimated Assessment
for 2004-2005 Fiscal Year
Total dueF
Assessment per dueF
MAXIMUM ANNUAL ASSESSMENT
FY 2004-05
FY 2004-05
ESTIMATED
MAXIMUM
ASSESSMENT
ASSESSMENT
$1,100.00
$1,100.00
$0.00
$2,600.00
$1,100.00 $3,700.00
$4,000.00
$4,000.00
$100.00
$100.00
$2,000.00
$2,000.00
$900.00
$900.00
$7,000.00 $7,000.00
$412.00 $528.00
$8,512.00 $11,228.00
$0.00 $0.00
$8,512.00 $11,228.00
28 28
$304.00 $401.00
$401.00
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 8 of 9
March 9, 2004
ASSESSMENT ROLL
The assessment roll for the fiscal year 2004-2005 is as follows:
Assess-
Future Lot
No. of
FY 2004-05
FY 2004-05
ment
APN No.
Nos.
Owner
dueF's
Estimated
Maximum
No.
Assessment
Assessment
Millsbrid a H, Zone 3
1
031-040-35
1-11,25-27
R. Thomas
14
$3,136.00
$4,522.00
Development Inc. and
Tokay Development
Inc.
2
031-040-36
12-24
R. Thomas
13
$2,912.00
$4,199.00
Development Inc. and
Tokay Development
Inc.
3
031-040-10
28-30
Mazen M. Mardini
3
$672.00
$969.00
4
031-040-11
31-33
Jeffrey/Carol Kirst
3
$672.00
$969.00
Trust and Ronald B.
Thomas Trust
5
031-040-12
34-35
Jeffrey/Carol Kirst
2
$448.00
$646.00
Trust and Ronald B.
Thomas Trust
6
031-040-14
36
Teff:ey'C -e K -st
1
$224.00
$323.00
Ronald B.
Thomas Trust
7
031-040-38
37
Darrell & Rhonda
2
$448.00
$646.00
Sasaki
Total Zone 3
38
$8,512.00
$12,274.00
Almond North, Zone 4
1 062-060-14 1-27
Almond North, LLC 27
$8,208.00 $10,827.00
2 062-060-15 28
Almond North, LLC 1
$304.00 $401.00
Total Zone 4 28
$8,512.00 $11,228.00
The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of
Zones 3 and 4. The proposed subdivision will yield approximately 66 parcels (residential lots) and
will have a proposed assessment roll, based on the above criteria and budget, set forth in Exhibit A.
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 9 of 9
March 9, 2004
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
Michael T. Persak
RCE 44908
P:\LOD1\295100\11d\Eng Rpt.doe-rkc
�j5 <. pE
&No.
44906
EXHIBIT A
ASSESSMENT ROLL
MILLSBRIDGE II ZONE 3 AND
ALMOND NORTH ZONE 4
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
DIAGRAM
ASSESSOR
ESTIMATED
MAXIMUM
NUMBER
NUMBER
UNIT NO.
LOT NO.
ASSESSMENT
ASSESSMENT
1
031-040-35
Millsbridge II
Lot No. 1
$224.00
$323.00
2
031-040-35
Millsbridge II
Lot No. 2
$224.00
$323.00
3
031-040-35
Millsbridge II
Lot No. 3
$224.00
$323.00
4
031-040-35
Millsbridge II
Lot No. 4
$224.00
$323.00
5
031-040-35
Millsbridge II
Lot No. 5
$224.00
$323.00
6
031-040-35
Millsbridge II
Lot No. 6
$224.00
$323.00
7
031-040-35
Millsbridge II
Lot No. 7
$224.00
$323.00
8
031-040-35
Millsbridge II
Lot No. 8
$224.00
$323.00
9
031-040-35
Millsbridge II
Lot No. 9
$224.00
$323.00
10
031-040-35
Millsbridge II
Lot No. 10
$224.00
$323.00
11
031-040-35
Millsbridge II
Lot No. 11
$224.00
$323.00
12
031-040-36
Millsbridge II
Lot No. 12
$224.00
$323.00
13
031-040-36
Millsbridge II
Lot No. 13
$224.00
$323.00
14
031-040-36
Millsbridge II
Lot No. 14
$224.00
$323.00
15
031-040-36
Millsbridge II
Lot No. 15
$224.00
$323.00
16
031-040-36
Millsbridge II
Lot No. 16
$224.00
$323.00
17
031-040-36
Millsbridge II
Lot No. 17
$224.00
$323.00
18
031-040-36
Millsbridge II
Lot No. 18
$224.00
$323.00
19
031-040-36
Millsbridge II
Lot No. 19
$224.00
$323.00
20
031-040-36
Millsbridge II
Lot No. 20
$224.00
$323.00
21
031-040-36
Millsbridge II
Lot No. 21
$224.00
$323.00
22
031-040-36
Millsbridge II
Lot No. 22
$224.00
$323.00
23
031-040-36
Millsbridge II
Lot No. 23
$224.00
$323.00
24
031-040-36
Millsbridge II
Lot No. 24
$224.00
$323.00
25
031-040-35
Millsbridge II
Lot No. 25
$224.00
$323.00
26
031-040-35
Millsbridge II
Lot No. 26
$224.00
$323.00
27
031-040-35
Millsbridge II
Lot No. 27
$224.00
$323.00
28
031-040-10
Millsbridge II
Lot No. 28
$224.00
$323.00
29
031-040-10
Millsbridge II
Lot No. 29
$224.00
$323.00
30
031-040-10
Millsbridge II
Lot No. 30
$224.00
$323.00
31
031-040-11
Millsbridge II
Lot No. 31
$224.00
$323.00
32
031-040-11
Millsbridge II
Lot No. 32
$224.00
$323.00
33
031-040-11
Millsbridge II
Lot No. 33
$224.00
$323.00
34
031-040-12
Millsbridge II
Lot No. 34
$224.00
$323.00
35
031-040-12
Millsbridge II
Lot No. 35
$224.00
$323.00
36
031-040-14
Millsbridge II
Lot No. 36
$224.00
$323.00
37
031-040-38
Millsbridge II
Lot No. 37
$448.00
$646.00
(duplex)
ZONE 3 TOTAL $8,512.00 $12,274.00
J:\DEV_SERV\LandscapeDistrict\2003Zone3\Exhibit A.xls-rkc Page 1 of 2
EXHIBIT A
ASSESSMENT ROLL
MILLSBRIDGE II ZONE 3 AND
ALMOND NORTH ZONE 4
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
DIAGRAM
ASSESSOR
ESTIMATED
MAXIMUM
NUMBER
NUMBER
UNIT NO.
LOT NO.
ASSESSMENT
ASSESSMENT
38
062-060-14
Almond North
Lot No. 1
$304.00
$401.00
39
062-060-14
Almond North
Lot No. 2
$304.00
$401.00
40
062-060-14
Almond North
Lot No. 3
$304.00
$401.00
41
062-060-14
Almond North
Lot No. 4
$304.00
$401.00
42
062-060-14
Almond North
Lot No. 5
$304.00
$401.00
43
062-060-14
Almond North
Lot No. 6
$304.00
$401.00
44
062-060-14
Almond North
Lot No. 7
$304.00
$401.00
45
062-060-14
Almond North
Lot No. 8
$304.00
$401.00
46
062-060-14
Almond North
Lot No. 9
$304.00
$401.00
47
062-060-14
Almond North
Lot No. 10
$304.00
$401.00
48
062-060-14
Almond North
Lot No. 11
$304.00
$401.00
49
062-060-14
Almond North
Lot No. 12
$304.00
$401.00
50
062-060-14
Almond North
Lot No. 13
$304.00
$401.00
51
062-060-14
Almond North
Lot No. 14
$304.00
$401.00
52
062-060-14
Almond North
Lot No. 15
$304.00
$401.00
53
062-060-14
Almond North
Lot No. 16
$304.00
$401.00
54
062-060-14
Almond North
Lot No. 17
$304.00
$401.00
55
062-060-14
Almond North
Lot No. 18
$304.00
$401.00
56
062-060-14
Almond North
Lot No. 19
$304.00
$401.00
57
062-060-14
Almond North
Lot No. 20
$304.00
$401.00
58
062-060-14
Almond North
Lot No. 21
$304.00
$401.00
59
062-060-14
Almond North
Lot No. 22
$304.00
$401.00
60
062-060-14
Almond North
Lot No. 23
$304.00
$401.00
61
062-060-14
Almond North
Lot No. 24
$304.00
$401.00
62
062-060-14
Almond North
Lot No. 25
$304.00
$401.00
63
062-060-14
Almond North
Lot No. 26
$304.00
$401.00
64
062-060-14
Almond North
Lot No. 27
$304.00
$401.00
65
062-060-15
Almond North
Lot No. 28
$304.00
$401.00
ZONE 4 TOTAL $8,512.00 $11,228.00
J:\DEV_SERV\LandscapeDistrict\2003Zone3\Exhibit A.xls-rkc Page 2 of 2
CQ S
A N
30
28
PC
� ■n
I I
I-------+I-»------�
r I t
I I I
I I
i I �
LL-------7
r
LU
12
13
11
9
10 O1■
s� DRIB
a 1 _ems 133
----�- �L��
f I `� i I �'1•Z� 1� 1� � 1
) 1 ��-
oo�_
------i------1---i---J�J��_L1—t_
an
14 Is c4o;o
10
015, 1
s O100a5" w BOW
33
17 116 jig 190
5 40! 10° w 141.19'
0
r
I I S ��+� +� 1 y 417' 34" E mew 1 I I I r
I I `� I I I I 1
i I I 1 f J b I is (1440w O{.I I I g 0'"'4tM
sl g7*590' yb++ E 11'.x.77' 1 1 '1
141.ty I I
MUM K=
I
1 r -----i------ r ------ -
-------i ------ ---'------.
1 r
I I I I I I I I I I
1 ! I I I Z 1 I i
71#
r
.7 .1 l i
! l/ k I f► +
6EfY1? A PGIPIM OF TIE SGfllllAM
MUM w SEMM
� � RAF" AUULWI
wr aw imw rrlpfAllfJi; O"Ma
1016 herr $MMT
"MA Am
� e at amce ol9r � of Kofr Drax ae a+r
momm NX A9' IFS 7M R 1F JAW
al rw �qr� mr4tK arepwr
itl�O+Y�� ar lroo =U�V�6p1* II1N16WMiL
.e®ow 0ee..7 In 100 1 pr OF um " mk%Q M
C9lNA1' pN�p�1 wx Ifi11O1t9 K w cu WAR Of M
Pfd' ,w 4Ap R A kIR t IM
WF Olpl' R alb OfI A°rLM
1r AMMO M NMW W A1611O 9t Ii7tfClls' 10l A1' of rRY+
r�wronr g01�1KY ASI/ lalWrCf Aq
R /a7[ 1 MriMO AIC La1MM1' Alolll� AWgL'AC
Y IIIiE K K N4 R � i�fOff/ AIRgi1R ►Pr � R10M>• aF
'irf !►W't/OlJ\IMl
AMIML
crews sa+M AMFXKW us
EXmW e
1 P4
es
25
20
CQ S
A N
30
28
PC
� ■n
I I
I-------+I-»------�
r I t
I I I
I I
i I �
LL-------7
r
LU
12
13
11
9
10 O1■
s� DRIB
a 1 _ems 133
----�- �L��
f I `� i I �'1•Z� 1� 1� � 1
) 1 ��-
oo�_
------i------1---i---J�J��_L1—t_
an
14 Is c4o;o
10
015, 1
s O100a5" w BOW
33
17 116 jig 190
5 40! 10° w 141.19'
0
r
I I S ��+� +� 1 y 417' 34" E mew 1 I I I r
I I `� I I I I 1
i I I 1 f J b I is (1440w O{.I I I g 0'"'4tM
sl g7*590' yb++ E 11'.x.77' 1 1 '1
141.ty I I
MUM K=
I
1 r -----i------ r ------ -
-------i ------ ---'------.
1 r
I I I I I I I I I I
1 ! I I I Z 1 I i
71#
r
.7 .1 l i
! l/ k I f► +
6EfY1? A PGIPIM OF TIE SGfllllAM
MUM w SEMM
� � RAF" AUULWI
wr aw imw rrlpfAllfJi; O"Ma
1016 herr $MMT
"MA Am
� e at amce ol9r � of Kofr Drax ae a+r
momm NX A9' IFS 7M R 1F JAW
al rw �qr� mr4tK arepwr
itl�O+Y�� ar lroo =U�V�6p1* II1N16WMiL
.e®ow 0ee..7 In 100 1 pr OF um " mk%Q M
C9lNA1' pN�p�1 wx Ifi11O1t9 K w cu WAR Of M
Pfd' ,w 4Ap R A kIR t IM
WF Olpl' R alb OfI A°rLM
1r AMMO M NMW W A1611O 9t Ii7tfClls' 10l A1' of rRY+
r�wronr g01�1KY ASI/ lalWrCf Aq
R /a7[ 1 MriMO AIC La1MM1' Alolll� AWgL'AC
Y IIIiE K K N4 R � i�fOff/ AIRgi1R ►Pr � R10M>• aF
'irf !►W't/OlJ\IMl
AMIML
crews sa+M AMFXKW us
EXmW e
k {
I k
I I
I I
I
Ipit
I
I
t
t
I
11
��•�
r
----.-...----•--J
L--------------- � �------------�)
FAWNHAVEN WAY
4 4 I I l I 1 I I I { 1
1 k I 1 f 1 I k I S I { I k
I�
I
I
i 3
I
I
I
F
18 I 16
in I u
Oao-Nh CHERRYWOOQ WAY
17 1 N I D 1 90 1 M I W I M [ 24 1 as
► .J I ] /
r a I ►. ►r. � e :► ]1 ►��
J / r/
1 I
MwAmawarwSonew
amm wsmilm, -
1DI6 Ifh SrAMr &vQ m 6un—am—
MUM
RM
12 13 1 14 a r ataapr a ar or mwr w ar as of aw ars air
� Ppga i5 �
a6 L17 Ar 3w Am
1
BE lana irneore sear alwrwt
0'3WY' E 887.4WI j 1 1 1 l
I f I I I I { I I I 1
I I I I Pp J 1� I I I I I I i PP fiI .13 � i i 4
i i
—1--wi---f—�6 --—L--J---�-----1---1
----------------7 jr------------^i �r--------------�
a SW BMW ORM OUWa
t ,4mw CCU" nMr yat � rr �#I�.�r ►gym
WMIN ar iWl salrslam M V/nSaMla
�a� asarer as NW"w a Jaa,. aw aeq�ai
mum LOM A rra rrarYi w mi F. ra c" s nl[
AAw or uoa la R !1lOIN/I! WK or a OMLUP 1 ft
�.dl�`a
f anw mMar rely ar wwr a
I I r -----t-----1
r----7 i 1 1
I 1 1------4-----�
I I I 3, -fly° I I
i LAKESHORE
I•— l -- - s e(
S 104'55" w 50.01'
0AA
1A, W14
1
tts.Sx'
-S 1`04'55" w i 07-W
m
1
r
S 08'40' 450AM' y� _T 7 �'1T� I
I I i I I I S °7� 334" E s'5,w,- I.a1'I i t
� s mos' ' w s •-.�^ I ' s (Y.06'411
`os' ' w 71
I I i I
Wo 1 1 Si arS24" E 11577' I t 41 '2r
S SV45'20' E h18.11W j I I
�L-1 1--1—J_
( I
1S>smk.
ti A49ESTiL1Yl4 Af7lf' AILr» TAAO ioauw lalppfll -- A�Olr d6AfGT Ax11INfl' TAK
A4SIEMr S61W AV= +IUNW
L W W W Q'11MO 4FM 59 ARYL ►ir�iW
AAG 8 +IW il[ ACRLT A* A A8A 9AWEr.
A. OR KEN20T NOW COMO RAT AMM
AWL Amzm
Alf as 14 Tl, a 14 in x Ae
AMS TAL ow ar aC awr m Ar w Awr w up RAT
JWW40WWar5WWNa
strlmvvfizw
A< W ATr as ua
aw or AM Ar BE faw
wt- sr
I
olwvr % Al07.. 5 o0! aT
AMM of BE MW' MSW ,0+1514 � A* a"alrl►
W SW dflM inWK
A" A7T ass T61m �!' AF (A!' WOoIIL� ar N�[ CYT' !s �
a7rAMr A: ilk SAIL A� arrarw ar ifx' ATi7Ef A11D AMa4.S
or ula z�alfT Ar A66f9A�tlNlaxlwe arAr r+s e0feo
oh m alr avwl a>� ar ale uuA• Aster aNaw w�aie
. a<w a� sr�allaaneTe
aavr ifac°ra 5�ranxr w at
susaiamr a• sarsaa Alf TAL ftlIGTAIfJNYr ar alor A40P
row AAII®T ao► TlfiTfT a< wa a urs A1917 aAplWt
fivewC
amr T off
ASSESSMENT DIAGRAM. ZONE 3
k
z
I j
MILLSBRIDGE II
CRY OF LODI CONSOLIDATED LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT
NO. 2OD3-1 CRY OF LODI.
�1
SAN JOAQUIN COUNTY
STATE OF CALIFORNIA
1
I
I w I
DRIVE
Z
MW ?W SOUMEST GWRM OF S'I;C M It.
T.J 144. R 6 4 AL Q A& 1,
s1" w p2A 3815'
s S 44 53 10 +
T
�, OF 1=
S 104'55" w 50.01'
0AA
1A, W14
1
tts.Sx'
-S 1`04'55" w i 07-W
m
1
r
S 08'40' 450AM' y� _T 7 �'1T� I
I I i I I I S °7� 334" E s'5,w,- I.a1'I i t
� s mos' ' w s •-.�^ I ' s (Y.06'411
`os' ' w 71
I I i I
Wo 1 1 Si arS24" E 11577' I t 41 '2r
S SV45'20' E h18.11W j I I
�L-1 1--1—J_
( I
1S>smk.
ti A49ESTiL1Yl4 Af7lf' AILr» TAAO ioauw lalppfll -- A�Olr d6AfGT Ax11INfl' TAK
A4SIEMr S61W AV= +IUNW
L W W W Q'11MO 4FM 59 ARYL ►ir�iW
AAG 8 +IW il[ ACRLT A* A A8A 9AWEr.
A. OR KEN20T NOW COMO RAT AMM
AWL Amzm
Alf as 14 Tl, a 14 in x Ae
AMS TAL ow ar aC awr m Ar w Awr w up RAT
JWW40WWar5WWNa
strlmvvfizw
A< W ATr as ua
aw or AM Ar BE faw
wt- sr
I
olwvr % Al07.. 5 o0! aT
AMM of BE MW' MSW ,0+1514 � A* a"alrl►
W SW dflM inWK
A" A7T ass T61m �!' AF (A!' WOoIIL� ar N�[ CYT' !s �
a7rAMr A: ilk SAIL A� arrarw ar ifx' ATi7Ef A11D AMa4.S
or ula z�alfT Ar A66f9A�tlNlaxlwe arAr r+s e0feo
oh m alr avwl a>� ar ale uuA• Aster aNaw w�aie
. a<w a� sr�allaaneTe
aavr ifac°ra 5�ranxr w at
susaiamr a• sarsaa Alf TAL ftlIGTAIfJNYr ar alor A40P
row AAII®T ao► TlfiTfT a< wa a urs A1917 aAplWt
fivewC
amr T off
SUNSET gk, SOUTH n nV
VISTA RAT Ov3!-4
s
r.. WME Sf !S MAP FOR
Hr i i I ASSE58YBNT L►SE ONLY
I PQR. �`
C- rxAvA m.", m/r Av. /
KENT A
w IV...M I
W. ROYAL CFMP
- - i
$ s UIW 4W
LA RUTH
UNIT NO.2 PARK • °
+ Pf PARK SON -RAYS ARK
_ j w
CAqf;
RQrdiL i aRl w .I ! W
J
u clrr �Kwoe � dd
Ll _ - --.,RNMA - �, S.W. 1/4 SES I I T3lKR-6 E
.. a� .. •• wj Q: SCALE I630O
"; •°` i =Oz SAN JOAQUIN COUNTY
LAW yyy ; ,z{ � AssEssats IruPs
WAV Taw! ! ►Q
I
!
e.lso,e..m sa ,fir ees m. m i A — P. M. A4ifr. t P9. IPS
•eL1'l��MW M.
—ff. M. A*. aw OW �
P 1A Alk 22 110
vrr ►►lwo f r Y • �1 cnr tr rear ! j
* � rlrom+woe �
® N xA AM. I
1Q 1
w WO
� y
- FNBHWAY HO.IZ
15 I 14 $ 4 2002
SHEET 2 OF 2
� }
, 4
, }
! o f
Ago
1
4
l
m
FAWNHAVEN WAY
0
_T-T-T`�- .�-1--4r-T-T_�-�3w
0
a
Z
I } l f f
4 1 ! S } 1
0
4 t 1 4 I
! f 1 l� 1 }
4QQf
I !Qo
1_ JwJ—�..is°°
��
50"
Im
M
c
obr 0
5 0036'50" E
F. ASkS91 M APRT AAtr M L40 MW WVW
AE MY OF LW AW WO AE OLSpli W
A ARS MW TMS Ritmo nm HE mmw ofuA T✓«,M!
AV a IMT A6 Amu OF A mo smvl
A AIS Ammw Lf8A01 r SOMA{ SOO AM
PP o' I
t(Do
887.49'
B 1•a.•, a .s r
ASSESSMENT DIAGRAM, ZONE 4
ALMOND NORTH
CRY OF LODI CONSOLIDATED LANDSCAPE
MAINTENANCE ASSESSMENT DISTRICT
NO. 2003-1 CITY OF LODI,
SAN JOAQUIN COUNTY
STATE OF CALIFORNIA
OEM A POMON OF !AT 14, " LARSONt
sMOMM OF 7W AWN&W OU4RM?
OF S M7W 14 T.W. it&. AIL A AL & M.
My of LUX Sew Jmwav Qmvn, oma
RM Re W OVU it AE A7r MW OF HE gTr Or LAIR ARS
mr w molt
fimw" N AE ww OF' jw sum dRmwvIA' w mmm ALS
Wr OF am
omomapmm
OF BE A4r Or LW
II2A6p��A o�O' AF LOII Ar Art MGfAt
' Al � .V AEA W AF
Be war orsw w
or sw 4wm Caw. oI1,RC
AN ASS IMS MW er AE Wr COMM err art Wr W WA
couver WSW "M'=10 Y,47eli� OM W A AW AMW
W LAW 5N M�1 ow BE R alelarl AE A=MyIE111? mW UVW
00'w-
Alr AF cava Air A " nVAM AW AE
Assam LOLL M6�I Rf ARE am or AE 'Arswonavw
or ME= AUENOW MW iD niF 1 L � pq OF ME
SURENNSILMI7 IW MW MN W E1W A1MfAYS W &Tae ANESPOW
UM AW W SM AMC>a7. If LOW RMN OF ARS AS Irl S MU
Li
muffwC
SpaT I w !
THIS MAP FOR
-PDR. D. KETTLEMAN TRACT -POR. A. J. LARSON'S SUED. t �r �ss���r � ONLY
062-`} 06
—A = Y -ye Si r:3ap x mars ey �� 1
as a4�:2]
jil
or.
a:.I
arrorcaut le
�s § is Am -gar g ■ I 3 it"
:J g f sod Am -W09,
�
s 0 I i
f} f( :y. -S' A iii � , � l.• � ..
07
5 t _ Qd, t 35 s
05
;Zs xr:s+ec i
sr•
T9
�. rrt. K¢Ii+•
Sj � '12 ti 8 x xrr>t'ss s I,� xar+rsrM
z+r .es -war n
_ r t �J
r'� ¢ ` 4 g ¢ 48
J im,ter 39 4 r &i $1
cr 55
1J
P22 5 ]a
` I �14
i A = Tr, s Bk 27 Ag U8a K — R S. ek. 2T Pg. 031 i
$2 i B — P. Al ak. i4 Pg. raj
7 C— A kL 8k. 0 Pq.032
36 @ °
F —0. 14 sk. fs P4 082
G - P. 3L Bk. 23 Ay. 11
y - R .41. 91r. r9 Pg, ras
I — P, u Sk 26 Pig: 188
NOTE A=seesor's awes number: Shawn in cirerer
ASMW's aloek mumoere Shown in Eltiosks
CITY OF LODI
Assessor's Map Sk.062 Pg. 06
County of Son Jocquin, Calif.
9E-97
1tt' 15 1999
SHEET 2 OF 2
y
MILLSBRIDGE li ZONE 3
AND
ALMOND NORTH ZONE 4
LOD] 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 two territories to an existing
assessment district, to form two Zones, and to levy and collect assessments pursuant to
the Landscaping and Lighting Act of 1972 (Streets & Highways Code §22500, et seq.)
(the "Act").
2. The improvements to be installed and/or maintained in the territories to
be annexed are generally described in Exhibit A (Millsbridge) and Exhibit B (Almond
North) attached hereto and incorporated herein as though set out in full.
3. The territories to be annexed shall be known as follows:
A. Millsbridge 11 Zone 3, Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 (Landscaping and Lighting Act of
1972), City of Lodi, San Joaquin County, California. The territory
to be annexed, Millsbridge 11, is a residential area comprising 32
lots, south of the Woodbridge Irrigation District canal, west of
Lakeshore Drive, and north of Tienda [give in the City of Lodi,
California.
B. Aimond North Zone 4, Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 (Landscaping and Lighting Act of
1972), City of Lodi, San Joaquin County, California. The territory
to be annexed, Almond North, is a residential area comprising 28
lots, north of Almond Drive and east of Stockton Street 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 & Highways 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: March 17, 2004
I hereby certify that Resolution No. 2004-48 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held March 17, 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
M
Description of improvements to be maintained for Millsbrid e Il Zone 3 and Almond
North Zone
A. Street parkway trees located within the public streets within the Zane 3 and 4
boundary,
B. Public park land area of 0.561 acres in. size equivalent to the current level of
service standard for park area within the City of Lodi of 3.4 acres per
thousand persons served.
xaa
rd9b� . CITY
< ,F }
OD
PUBLIC WORKS DEPARTMENT
�
KETTLEMANLN
MI'llsbridge 11 Zone 3
and
d
Almond North Zone4
Landscape 1 Dint nance Assessment District Annexations
and Zones 3 and 4 budget Elections
Date Actiylt��S
March 1, 2004 Distribution of preliminary draft
Engineer's Report
March 3, 2004 Initial Resolutions -to City
Council Communication, Finalized
Engineer's Report
March 17, 2004 City Council Meeting to:
Resolution of Preliminat°y Determination to
Annex to Consolidated District, Form. nes 3
and 4, Resolution of Intention (sets Public
Hearing and date of Election on May 5, 2004)
March 19, 2004 Last day to Mail Notice and Ballot
April 19, 2004 Resolutions to City
Approve Engineer's Report
Annex to Consolidated District, Form Zones 3
and 4 "Pally vote/Declare results
Council Communication
May 5,2004 Last day to receive Ballots
May a, 2004 City Council meeting to -
Public ublic Hearing/`I"ally vote/Declare results
Annex to Consolidated District, Forel Zones 3
and 4
Exhibit3Aoc
ENGINEER'S REPORT
MILLSBRIDGE 11 ZONE 3
A..
FISCAL
FISCAL YEAR 2004-2005
Thompson-Hysell Engineers,
a division of The Keith Companies, Inc.
101.6 12th Street
Modesto, CA 95354
UNUIRIM
MILLSBRIDGE II ZONE 3 ANIS
ALMOND NORTH ZONE 4
LOM 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-hlysell EngineersTf�:
Engineer of Work,
No. 44WO
s
Michael T. Persalt _
RCE 44908
I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map,
Assessment, andAssessmentDiagram thereto attached, was filed with me on the � day of
,20K
City Clerk, City of Lodi
San Joaquin County, California
M
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, Califoriva on the day of 72004.
City Clerk, City of Lodi
Sart Joaquin County, California
M
I HEREBY CER'T'IFY 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 12004.
City Clerk, city of Lodi
San Joaquin County, California
March 9, 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 sect. for the creation of two new zones (Millsbridge 11 Zone 3 and Almond North Zone 4)
in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1.
BACKGROUND
The Millsbridge 11 zone consists of a 27 -lot residential development and 5 adjacent parcels which,
when subdivided, will equal II dwelling unit equivalent Factors (duePs) located in the
southwestern portion of the City of Lodi. The development is being pursued by Ron Thomas
Development, Tokay Development, and Almond North LLC. The Almond North zone consists of a
28 -lot residential development in the southeastern portion of the City of Lodi. The development is
being pursued by Almond North LLC, a California Limited Liability Company. This report is
relative to the proposed Millsbridge II Zone 3 and AImond North Zone 4 Landscape Maintenance
Districts 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 Millsbridge II Zone 3 and Almond North Zone 4 developments are currently anticipated to be
constructed in a single please. 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 Millsbridge IT Zone 3 and Almond North Zone 4
projects, when completed, will include 38 and 28 duePs, respectively.
ASSESSMENT DISTRICT AREA
The areas of Millsbridge II Zone 3 and Almond North Zone 4 are described as all of the property
within the following assessor's parcels identified by assessor's number (APN):
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page 2 of 9
March 9, 2004
Zane
Book
3
031
4
062
PM Parcel
040 10-12, 14, 35, 38
060 14,15
Boundary maps are attached to this Engineer's Report as Exhibit B. The assessment diagrams for
the Millsbridge lI Zone 3 and Almond North Zone 4 Landscape Maintenance Districts are attached
to the Engineer's Deport as Exhibit C. meet 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
assessinent diagram.
PLANS AND SPECIFICATIONS
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by the Millsbridge II Zoue 3 and Almond North Zone 4 Landscape
Maintenance Districts shall be filed with the City of Lodi and will be incorporated into this report by
reference.
DESCRIPTI®N CIS AR:EAS T(� BE MAINTAINED
The Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance Districts are crested
to provide fi.i ding for the continued maintenance of the public areas which are 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 Districts upon their completion.
1. Zone 3 — Description of Improvements for Future Development
A. Street parkway trees located within the public street within the District Zone 3
boundary.
B. Public park land area of 0.3553 acres in size equivalent to the ement level of service
standard for park area within the City of 3.4 acres per 1000 persons served.
2. Zone 4 — Descri tiflz oflzzi rQveznents fox Futrzie Develo anent
A. Street parkway trees located within the public street within. the District Zone 4
boundary.
B . Public park land area of 0.2618 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.
Engineer's report
Millsbridge fl Zone 3 and
Almond North .Zone 4
Page 3 of 9
March 9, 2004
.ALLOCATION OF COSTS
Assessments for the Millsbridge II Zone 3 and Almond North Zone 4 Landscape Maintenance
Districts are apportioned in a inarn er 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 berg developed by reason of having been included as a lot or parcel in the
Millsbridge It Zone 3 and Almond North Zone 4 recorded Final Maps 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 (ducF) to calculate the benefit for all
uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to
develop the annual assessments are as follows:
Dwellin& Unit E uivalent Factor Lduffi
The duel' for each use is as follows:
A. Stele -Family Residential
All parcels determined to be developed for single-family use shall have a dueF of 1.0
for each parcel. One parcel has been designated for duplex use. This parcel will be
assigned a dueF of 2.0.
B. Mtrltir�le-Faxily 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.
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 deternnination shall be the sole responsibility
of the appointed party and the City of Lodi.
E. Zero Dwelli
ng Unit E. u.ivalent 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
Engineer's Report
Millsbridge 11 Zone 3 and
Almond North Zone 4
Page 4 of g
March 9, 2004
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 conunercial use, unless actually in use.
Area Ad°ustments
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. Co vilat on
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/triply 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 sung of the due assigned
to each single-family dine 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
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 f 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
Engineer's Report
Millsbridge II Zone 3 and
Almond North .done 4
Page 5 of 9
March 9, 2004
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:
Zone 3: Lots 1-27 in Millsbridge II, APN 031-040-10 (3 future lots), APN 031-040-11 (3
future lots), APN 031-040-12 (2 future lots), APN 031-040-14 (1 future lot), and APN 031-
040-38 (existing duplex) shall be assessed equally for the estimated costs of maintenance for
the fiscal year 2004-2005.
2. Zone 4: Lots 1-28 in Almond North shall be assessed equally for the estimated costs of
maintenance for the fiscal year 2004-2005.
ANNUAL ESCALATION
The maximiim 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 casts, administer and perforin the
landscape maintenance either directly or by subcontract, pay all fees, utility casts, taxes, and any and
all other operating casts.
ESTIMATE OF COSTS
The location and size of a parkserving these subdivisions has not yet been determined. The
estimated costs axe 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.
Engineer's Report
Millsbridge It Zone 3 and
Almond North Zone 4
Page 6 of 9
March. 9, 2004
The annual costs estimated to be collected with the 2004-2005 taxes for
the developed areas are as
follows.
ZONE 3
FY 2004-05
ITY 2004-05
ESTIMATED
MAXIMUM
OPERATION OF COSTS
ASSESSMENT
ASSESSMENT
Street Trees
$1,100.00
$1,140.00
Future Park Site
$4.44
$3,600.40
Est. Subtotal Operation Costs
$1,100-00
$4,700.00
Annual Engineer's Report
$4,400.00
$4,400.44
Publication
$104.00
$104.04
City Administration Fee
$2,040.00
$2,444.44
County Administration Pee
40.44
944.44
Est. Tonal Administration Costs
$7,000.00
$7,000.00
Est. Contingency
$412.00
$574.00
Total Estimated Revenue Required
for 2004-2005 Fiscal Year
$8,512.00
$12,274.00
Total Appropriation Required from
Existing Fund Balance
$0.00
$0.00
Total Estimated .ass ssment
for 2004-2005 Fiscal Year
$8,512.00
$12,274.00
Fatal due.F
38
38
Assessment per dueF
$224.00
$323.00
MAXIMUM ANNUAL ASSESSMENT
$323.00
Engineer's Report
Millsbridge 11 Zone 3 and
Almond North Zone 4
Page 7 of 9
March 9, 2004
ZQNE 4
OPERATION OF COSTS
Street Trees
Future Park Site
Est. Subtotal Operation Costs
DISTRICT ADMIMSTRATION COSTS
Annual Engineer's Report
Publication
City Administration Fee
County Administration Fee
Est. Total Administration Costs
Est. Contingency
Total Estimated Revenue Required
for 2004-2005'Fiwal Year
Total Appropriation Required from
Existing Fund Ba lance
Total Estimated. Assessment
for 2004-2005 Fiscal Year
Total dueF
FY 2.004-05
ESTIMATED
ASSESSMENT
$1,100.00
$0.00
$15100.00
$4,000.00
$100.00
$2,000.00
900.00
$412.00
$8,512.00
$0.00
$8,512.00
28
FY 2004-05
MAXIMUM
ASSESSMENT
$1,100.00
$2,600.00
$3,700.00
$4,000.00
$100.00
$2,000.00
i90000
$7,0W00
$11,228.00
Assessment per dueF $304.00 $401.00
MAXIMUM ANNUAL ASSESSMENT $401.00
Engineer's Report
illsb idge 11 Zone 3 and
Almond North Zone 4
Page 8 of 9
March 9, 2004
ASSESSMENT ROLL
The assessment roll far the fiscal year 2004-2005 is as follows:
Assess-
lint nre ®t
110. of
FY 2004 -tis
FV 20114-05
surent
APS No.
leas.
C��vrrer
cluelF s
Estimated
Maximum
No.
Assessment
Assessment
t1 il�sb id e 1, Zane 3
l
031-040-35
1-11,25-27
R. Thomas
14
$3,136.00
$4,522.00
Development Inc. and
Tokay Development
Inc.
2
031-040-36
12-24
R. Thomas
13
$2,912.00
$4,199.00
Development Inc, and
Tokay Development
Inc.
3
031-040-10
29-30
Mazen M, Mardini
3
$672.00
$959.00
4
031-040-11
31-33
Jeffrey/Carol Krrst
3
$672.00
$969.00
Trust and Ronald B.
Thomas Trust
5
031-040-12
34-35
Jeffrey/Carol Kisst
2
$448.00
$646.00
Trust and Ronald B.
Thomas Trust
6
031-040-14
36,^,!�.,1
1
$224.00
$323.00
Tpa&t-� Ronald B.
Thomas Trust
7
031-040-38
37
Darrell & Rhonda
2
$448.00
$646.00
Sasaki
Total Zone 3
1
L$12,274.00
Almon Earth Zone 4
1
062-(160-14
1-27 Almond North LLQ 27
$820800 $10 827.00
2
062-050-15
28 Almond North LLC 1
$304,00 $4011.00
Total Zone 4 28
$8,512.00 $11,228.00
The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of
Zones 3 and 4. The proposed subdivision will yield approximately 66 parcels (residential lots) and
will have a proposed assessment roll, based on the above criteria and budget, set forth in Exhibit A.
Bigineer's Report
Millsbridge 11 Zone 3 and
Almond North Zone 4
Page 9 of 9
March 9, 2004
The foregoing Engineer's Report and the estimate of costs, as well as the Assessment Diagram and
Assessment Roll, which are attached hereto, are presente8 for your approval by resolution dated this
of _P 2004.
THOMPSON-HYSELL ENGINEERS
Engineer of Work r,...-
Michael T. Persak
RCE 44908
P:\LOL)1\2)95100\11dTng Rpt,doc-rkc
EXH.IBIT A
ASSESSMENT ROLL
MILLSBRIDGE . 11 ZONE 3 AND
ALMON.V.NORTH ZONE 4
LODI CONSOLIDATED LANDSCAPE MAINTENANCE
AnEssMENT DISTRICT: NO2003-1.
'PURSUANT TO T . H . E LANDSCAPING AND LIGHTING ACT OF 1972)
CITY OF LODI, CA
COUNTY FY 2004-05 FY 2004-05
DIAGRAM ASS158SOR ESTIMATED MAXIMUM
UNIT NO. LOT NO. AS SESSIVIENT ASSVSSME�
1
031-040-.35
MIllsbridge 11
Lot No. 1
$224:00
$323.00
2
031-040-35
Millsbridge 11
Lot No. 2
$224-00
$323.00
3
031-040-35
Millsbridge It
Lot No. 3
$224,00
$323.00
4
031-040-3.5
Millsbridge 11
Lot No. 4
$224.00
$323,00
5
031-040-35
Millsbridge 11
Lot No, 5
$224.00
$32100
6
031-040-35
Millsbddge 11
Lot No. 6
$224.00
$323-00
7
031-040-35
Millsbridge 11
Lot No. 7
$224.00
$323-00
8
031-040-35
Millsbridge 11
Lot No. 8
$224.00
$323,00
9
031-040-35
Millsbridge 11
Lot No. 9
$224,00
$323,00
10
031-040-35
Millsbridge 11
Lot No. 10
$224.00
$323,00
11
031-040-35
Millsb(idge 11
Lot No. 11
$224.00
$323.00
12
031-040-36
Millsbridge It
Lot No. 12
$224,00
$323,00
13
031-040-36
Millsbridge 11
Lot No. 13
$224,00
$323.00
14
031-040-36
Millsbridge If
Lot No. 14
$224.00
$323.00
15
031-040-36
Millsbridge [I
Lot No. 15
$224.00
$323.00
16
031-040-36
Millsbridge if
Lot No. 16
$224,00
$323.00
17
031-040-36
Millsbridge It
Lot No. 17
$224=
$323,00
is
031-040-36
Millsbridge 11
Lot No. 18
$224.00
$323.00
19
031=040-36
Millsbridge 11
Lot No. 19
$224.00
$323.00
20
0.3.1-040-36
Millsbridge 11
Lot No. 20
$224.00
$323.00
21
031-040-36
Millsbridge 11
Lot No. 21
$224,00
$323.00
22
031-040-36
Millsbridge It
Lot No. 22
$224.00
$323.00
23
031-040-36
Millsbridge 11
Lot No. 23
$224.00
$323-00
24
031-040- 36
Millsbddge 11
Lot No. 24
$224.00
$323,00
25
031-o40435
Miftbridge 11
Lot No. 25
$224,00
$323-00
26
031-040-35
Millsbridge 11
Lot No. 26
$224-00
$323.00
27
031-040-35
Miftbridge 11
Lot No. 27
$224.00
$323.00
28
031m040-10
Millsbridge 11
Lot No, 28
$224-00
$323-00
29
031-040-10
Millsbridge it
Lot No, 29
$224.00
$32100
30
031-040-10
Millsbridge It
Lot No. 30
$224.00
$323.00
31
031-040-11
Millsbridge It
Lot No, 31
$224.00
$323.00
32
031-040-11
Millsbridge 11
Lot No. 32
$224.00
$323,00
33
031-0340-11
Millsbridge 11
Lot No, 33
$224,00
$32100
34
031-040-12
Millsbridge 11
Lot No. 34
$224.00
$323.00
35
031-040-12
Millsbridge 11
Lot No. 35
$224.00
$323.00
36
031-040-14
Millsbridge 11
Lot No. 36
$224.00
$323.00
37
031-040-38
Millsbridge 11
Lot No. 37
$448.00
$646.00
(duplex)
ZONE 3 TOTAL $8,512.00 $12,274.00
J:\DEV-SERV\LandscapeDistrictN2.003Zone3lF-xhibit A.xls-rkQ Page 1 of 2
LODICONSO
MEW
EXHIBIT A
ASSESSMENT ROLL
-LS�9100t 11 z6NE 3 AND
-LIVION6. hpktk Z6NE 4
JDATEDLANDSOAK MAINTENANCE
f.0m.e.wT.01STRICT NO. 2003-1
-1Jk4*$QkPVW A -M I
L C .4VAC-A, 12, --*-FA 9
CITY OF LODI, CA
112�1
FY 2004-06
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
062-060-14
Almond North
Lot No. 2
$304,00
$401.00
062-060-14
Almond North
Lot No. 3
$304,00
$401,00
062-060-14
Almond North
Lot No. 4
$304.00
$401.00
062-060-14
Almond North
Lot No. 5
$304.00
$401.00
062-060-14
Almond North
Lot No. 6
$304.00
$401,00
062-060-14
Almond North
Lot No. 7
$304.00
$401.00
062-060-14
Almond North
Lot No, 8
$304,00
$401.00
062-060-14
Almond North
Lot No. 9
$304.00
$401.00
062060-14
Almond North
Lot No. 10
$304M
$401.00
062-06014
Almond North
Lot No. 11
$304,00
$401.00
062-060-14
Almond North
Lot No. 12
$304,00
$401.00
062-060-14
Almond North
Lot No. 13
$304.00
$401.00
062-060-1 4
Almond North
Lot No. 14
$304.00
$401,00
06660-14
Almond North
Lot No. 15
$304.00
$401.00
062-060-14
Almond North
Lot No. 16
$304.00
$401.00
062-060-14
Almond North
Lot No. 17
$304.00
$401.00
062-060-14
Almond North
Lot No. 18
$304.00
$401.00
062-060-14
Almond North
Lot No. 19
$304,00
$401.00
062-060-14
Almond North
Lot No. 20
$304.00
$401.00
062-060-14
Almond North
Lot No, 21
$304.00
$401.00
062-060-14
Almond North
Lot No. 22
$304.00
$401.00
062-060-14
Almond North
Lot No. 23
$304.00
$401,00
062-060-14
Almond North
Lot No. 24
$304.00
$401.00
062-060-14
Almond North
Lot No. 25
$304.00
$401.00
062-060A4
Almond North
Lot No. 26
$304,00
$401.00
062-060-14
Almond North
Lot No. 27
$304.00
$401,00
062-060-15
Almond North
Lot No. 28
$304,00
$401.00
ZONE 4 TOTAL
$8,612.00
$11,228.00
J:kDEV-.5.ER\/\LandscapeD!strict\2003Zone3lExhibit Axis-rkc Page 2 of 2
H_ .. S
toy _ R 1
yam_
9 4+L°SW w 4 .49'
4dz1 s aa®Si U- . ai s e®.f E 1 D
s
i
l i I i F D F 3 i d
i I i d I 1 S 1
"-'"a4ek-BGiFC�g
or t+C tixaE ix
rt�'.mR"7A:� � �i'�WIYtE';�%';iAd%aftFt-5�i° �'t>if#kAW,ia
¢; y1sr:1F36didF Cid.#74: �
L Y ri9�C '!Ai€ Atlf7kP1 99 3
( ASS# Ate" 1
AUMPM Colo= Fp. sow—lw Parr xie^ isAa;�x:;ami
On, CAOMM*k?tlws7 Vfam 3?a:I4£M,. - -mac
A&A na
prr a« araam
gran i w. W to mr al spm
I&W-ate AMP
dIkY,Grt'l: ';a7s d4tiXt'
0
xc ' i5{ 87,lJ8':�8�1aY ffi� if1CtAYlY � a� ° son !A'
A..;:� r`
x. s
I CaWILf C#at-u
g + aZO..
4 AMOPUM.Is�
i i D
AWNSOLMM�. PH' -.
8 1Assmsmw
Wpwr
a
1 imeow.
NO —2054 MY Or M
� ....
:..
SY r in�,i
V
a�F7AYF�. �
i
1w SWMMW
3 �
.
-------------------------------
FA4' NHAVEN WAY
_
_ .,. -.- _ — T _ — ..... .,.. � —'^.! �
-
i�d;s 9,2}lf �.:-
!
Z
5 P-wsr
t 3
Ala
d
7
9
9 94i
a1
92
13
14
'P
sx¢x sy a� aar rear' c arnt — ada
w _
m
`AA CHERRYWOOD WAY
15
��
13
!a
19
tag
s'i
23
24
25
25
29
m tr ata v t w
g
E
i
� �
r
S
1 t 4
!
n'8� 1 ! S
.�l+Pl' EkY
t»d+X Iid �3rara.
tsrt c>e -MOM
Aol
cars a� or &W
--------------
PC AWM MM5W OV AM At. A"OAW 4W Mt Or tV &W
x \ J
x. s
CFTY. Of LODI
-4
"NTENANC210,
No.
so
STAI
t
-4
ZONE 3
tw wootar aAWM OF sw" 11,
r-1 Ak, & 5 E� A ix ft 1* M.,
univri S 44;53'10" 1
LAKESHO E COY M�' Lem
vr
40�
Zk
S eO4!55" W %.s IrOOM" W
vi
p3 ps/
A4,
'Of
10
.. ........... ......................... ;�— .......... . ...... .........
s 34P C
W 71.
1 7"
51.ilwzo," E
taw
"n AMOeff aVJWT aWf4W t*J AMA
AWL
.00 ow
..... . . . . . . . .
O,M ba' or alai` a* wlwl� " W401 rwfl
&VORoamoo or smmn
14 -"rl 0 "I'44AX
ro wr or X& At JW M"
.per
. . eil2m9w; �-Z 1� -
M
i , X1, X = A. Gattisoot 4r.cuov"k
SUNSET SOUTH
VISTA AY
-
031-04
�
�WNr
Cir kais yMAP rOR A ]
M.G'Nr vsr ony
t.
3
pop.
Y
wnL
AVE"
"i'AVE"7
7
AVALDK
.....
-
ROYAL C
b"Lwff8�%
W
1 9 >
d
DIMAL
-cera 'os Lama
SW /4 SEC I I T5 KR.6E,
SCALE I
AOt
SAN JOAQUIN Ty
5'MAPS
YiA:kFC
"ou FA w
f
r^
a�=
a
ww
.AA
aua. rte. ca ;
^- P M. *k. 7 lag. MS
YfJC':FiSi'-yPJf sA.i Y
,tl
�.
O . O At at. 4e -Ila
'ff '
pTP aP' TiA'�f+ da :q �
i
4
yy1€
Ynr-e
tlM:b�a4bRA'S
a
10
t
fA
15 t4
SHEET 2 OF 2
O
F df
.... _ ,:may.....
ObV
..R-
Fi R
s
FAVVNHAVEN WAY 0
_ {— 0
3
d >
i
O
F df
.... _ ,:may.....
ObV
..R-
Fi R
..... .
�KS. MAP 062-06
--POR. D. KE-71LEMAN TRACT --POR- A. J. LARSON S SURD � � ASUSSUVt USE ONO' �
047
42
'"'r_-T--71--mil VAIN8z
z � ? .. ai• � �"', ani � # acau �� =.0 bcs. �r � �;,
- � � _ �✓ s Axa fit -7F $ ~e i 3.% g
sxr�aw a '[ r..s ,rs. w asr cg- sr a
i
om
�.,.� 3 �- `:r, •3 ; �? t :�:{�' �., .,t+J � A3"�14i1� ��
39
WAY A5
T� t tx
�.Tr a s.,-��•a � `✓ � � � ams .rrs.�- .�':
Sk..
061
0,39 =13W,4
s ^
ferw Arm
A Lm-fiD
13 }r 9 oi� ..ti i .ia-tS-P ey i d
E ��W{j ��+ `��' Lf,•, r .a#' gr'.� ,Li�«""�,,..._ a:9,rrY a3 g b3 i
i A = R S, 3 . �7 3'a.t8l3 Y R- S. 91r. 2 t P. �J3 i sxas sa i
4 f - P u, t4 X3.7
rr r43i CT fZ 7 R. V. ;Rk, 0 pi42 � ..� ....�.__ �.� sr -sr j Ss
-�j
: a II
Assessor's Map S . 062 Pqq Q
3k.10 �4 E5.a
5'�� 10 st4."52 County of Son Joaquin, CcHf.
9 m.,, : ; k �i: ri(d ,,, �sasss�r s ,��m� �€iarersa.rs �?tr,vrvi ;:• �sr�ga
rw�°r::r�R •. �^. � ' i � ! Aszess�r s �t>a:a r:,;rr.:ess ;lsrswn Fn cst�xss �8^�� e�y
!ra -
SHEET 2 OF 2
MILLSBRIDGE 11 ZONE 3
AND
ALMOND NORTH ZONE 4
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 §22500, et seq.) (the "Act").
2. Theimprovements to be installed and/or maintained in the territories to be
annexed are gene . rally described in Exhibit A (Millsbridge) and Exhibit B (Almond North)
attached hereto and incorporated herein as though set out in full.
3. The territories to be annexed shall be known as follows.
A. Millsbrid.ge 11 Zone 3, Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 (Landscaping and Lighting Act of 1972),
City of Lodi, San Joaquin County, California. The territory to be annexed,
Millsbridge 11, is a residential area comprising 32 lots, south of the
Woodbridge Irrigation District canal, west of Lakeshore Drive, and north
of Tienda Drive in the City of Lodi, California.
B. Almond North Zone 4, Lodi Consolidated Landscape Maintenance
Assessment District No. 2003-1 (Landscaping and Lighting Act of 1972),
City of Lodi, San Joaquin County, California. The territory to be annexed,
Almond North, is a residential area comprising 28 lots, north of Almond
Drive and east of Stockton Street 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
territories proposed to be annexed and the proposed budgets for the fiscal year 2004/2005, the
estimated cost of annual operation and maintenance of the improvements and the maximum
annual assessment.
5. Can Wednesday, May 5, 2004, at the hour of 7:00 p.m. or as soon thereafter as
passible, at the regular meeting place of the Lodi City Council, Carnegie Forum, 305 lest Fine
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 Zones 3 and 4, (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 Zone 3 and 4 formation, 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 territories to be annexed are hereby
described as shown on a map thereof on file in the office of the City Clea (the "Amended
Boundary Map") which indicates by a boundary line the extent of the territory to be included in
the proposed 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 adoptions 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 adaption 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.
6. 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 Cleric as the sender. The mailed notice shall be givers to all property owners within
the territories to be annexed as shown in the Engineer's report by such mailing by name to
those persons whose name 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 territories proposed to be annexed, the assessment proposed for the owner's
particular parcel(s) and the duration thereof, the reasons 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: March 17, 2004
-2-
I hereby certify that Resolution No. 2004-49 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held March 17, 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
-3-
r AIR
Description of Improvements to be maintained for Millsbridge lI Zone 3 and Almond
North Zone 4
A. Street parkway trees located Within the public streets within the Zone 3 and 4
boundary.
B. Public park land area of 4.561 acres in size, equivalent to the current level of
service standard for park area within the City of Lodi of 3,4 acres per
thousand persons served.
#� F LODI CITY .
. \\ \
. �
§. e!y DEPARTMENT
!-_30C
AG O R \ \R y, ° ZONE
/y 4
City of Lodi LLD
and
Almond North Zone•
Landscape Maintenance Assessment District Annexations
and Zones 3 and 4 Budget Elections
Rate
March 1, 2004
Actjyit{Tas%s
Distribution of preliminary draft
Engineer's Report
March 3, 2004 Initial Resolutions to City
Council Communication, Finalized
Engineer's Report
March 17, 2004 City Council Meeting to:
Resolution. of Preliminary Determination to
Annex to Consolidated District, Form Zones 3
and 4, Resolution of Intention (sets Public
Hearing and date of Election on May 5, 2004)
Mareb 19, 2004 Last day to Mail Notice and Ballot
April 19, 2004 Resolutions to City
Approve Engineer's Report
Annex to Consolidated District, Form Zones 3
and 4 Tally vote/Declare results
Council Communication
May 5, 2004 Last day to receive Ballots
May 5, 2004 City Council meeting to:
Public Hearing/Tally vote/Declare results
Annex to Consolidated District, Form Zones 3
and 4
ExhibiO,doc
Tho mpeon- Hysell Engineers,
a division of The Keith Companies, Inc.
1016 12th Street
Modesto, CA 95354
MILLSBRU)GE II ZONE 3 AND
ALMOND NORTH ZONE 4
LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1
CITY OF LODI
(Pursuant to the Landscaping and Luting Act of 1972)
The undersigned respectfully submits the enclosed annual report as directed by the City Council.
DATED. , 2004.
Thompson-Hysell Engine
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 Med with me on the � day of
2004.
City Clerk, City of Lodi
San Joaquin County, California
MEREBY 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 12004.
City Clerk, City of Lodi
San Joaquin County, California
BY
I HEREBY CERTIFY Y 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 , 2404.
, City Clerk, City of Lodi
Sara Joaquin County, California
BY,
March 9, 2004
The Honorable Mayor and
City Council of Tie 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 Righways cede sections
22500, et seq. for the creation of two new zones (Millsbridge II .done 3 and Almond North Zone 4)
in the Lodi Consolidated Landscape Maintenance Assessment District No, 2003-1.
BACKGROUND
The Millsbridge 11 zone consists of a 27 -lot residential development and 5 adjacent parcels which,
when subdivided, will equal II dwelling unit equivalent Factors (dueF's) located in the
southwestern portion of the City of Lodi. The development is beim pursued by Rory Thomas
Development, Tokay Development, and Almond North LLC. The Almond North zone consists of a
28 -lot residential development in the southeastern portion of the City of Lodi. The development is
being pursued by Almond North LLC, a California Limited Liability Company. This report is
relative to the proposed Millsbridge 11 Zone 3 and Almond North .Zone 4 Landscape Maintenance
Districts 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 Millsbridge.11.Zone 3 and Almond North Zone 4 developments are 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 Millsbridge II Zone 3 and Almond North ,Zone 4
projects, when completed, will include 38 and 28 dueF's, respectively.
ASSESSMENT DISTRICT AREA
The areas of Millsbridge Ii .Zone 3 and Almond North .Zone 4 are described as all of the property
within the following assessor's parcels identified by assessor's number (APN).
Engineer's Report
Millsbridge II Zonae 3 and
Almond North. Z ne 4
Page 2 of 9
March 9, 2004
Zone
Book
Pgt
Parcel
3
031
040
10-12,14,35,38
4
062
060
14,15
Boundary maps are attached to this Engineer's Report as Exhibit B. The assessment diagrams for
the Millsbridge tl Zone 3 and. Almond Forth Zone 4 Landscape Maintenance Districts are attached
to the Engineer's Report as Exhibit C. Sheet I 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.
PLANS AND SPECIFICATIONS
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by the Millsbridge It Zone 3 and Almond North Zone 4 Landscape
Maintenance Districts shall be filed with the City of Lodi and will be incorporated into this report by
reference.
DESCRIPTION OF AREAS TO BE MAINTAINED
The Millsbridge II Zone 3 and. Almond North Zone 4 Landscape Maintenance Districts are created
to provide funding for the continued maintenance of the public areas which are: 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 Districts upon their completion.
Zone 3 — Descri tio�a of Iia roverxrents for Future Devela .meat
A. Street parkway trees located within the public street within the District Zone 3
boundary.
B. Public park land area of 0.3553 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.
2. Zone 4 — Description of ttn roverrrents for Future Develn ment
A. Street parkway trees located within the public street within the District .Zone 4
boundary.
B. Public park land area of 0.2618 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.
Engineer's Report
Millsbridge 11 Zone 3 and
Almond North Zone 4
Page 3 of 9
March 9, 2004
.ALLOCATION CSF COSTS
Assessments for the Millsbridge 11 Zone 3 and Almond North Zone 4 Landscape Maintenance
Districts ate apportio. ned in a mantier 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
Millsbridge 11 Zone 3 and Almond North Zone 4 recorded Final Maps 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 assessments are as follows:
Dwellin Unit E uivalent Factor duel~
The dueF f6r each use is as follows:
A. Singlg--Family Residential
All parcels determined to be developed for single-family use shall have a dueF of 1.0
for. each parcel. One parcel has been designated for duplex use. This parcel will be
assigned a dueF of 2.0.
B. Multi le-Famil Residential
All parcels determined to be developed for multiple -family residential, ether than
duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general
represerntative of the approximate single -fancily yield if the area were developed for
that use.
C. Coinmercial/Office
All parcels detennineo to be developed for commercial or office use shall have the
dueF factor calculated as follows:
5 dueF per acre for the first T5 acres
2.5 duel" per acre for the next 7.5 acres
1.25 dueF per acre for all acreage over 15 acres.
D. tither Uses
All parcels determined to have uses other than identified above shall have a dueF
established at the time of the first armual 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 Qwellin unit 1: uivalent Factor du F.
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
Engineer's Report
Millsbridge II Zone 3 and
Almond North Zone 4
Page'4 of 9
March 9, 2004
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
Adiustmnents
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 refect the loss or partial loss of the entitled use in diose areas. This
reduction shall not apply for normal peripheral and interior lot line public utility easements
generally existing over the whole subdivision.
2. Conation
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 nest 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 Cather 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 sura 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
all have a zero dueF and consequently a zero due and a zero assessment.
3. Allocation of Assessments
The assessment f6r 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 abovegeneral 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, parr, and related amenity maintenance, and monitored irrigation for the development of
the property within the individual letter -designated zoites 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
Engineer's Report
Millsbride 11 Zane 3 and
Almond North Zane 4
Page 5 of 9
March 9, 2004
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. Zone 3: Lots 1-27 in Millsbridge 11, APN 031-040-10 (3 future lots), APN 031-040-11 (3
future lots), APN 031-040-12 (2 future lots), APN 031-04014 (1 future lot), and APN 031-
04038 (existing duplex) shall be assessed equally for the estimated casts of maintenance for
the fiscal year 2004-2005.
2. Zone 4: Lots 1-28 in Almond North shall be assessed equally 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 Jo .se 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 perforin the
landscape maintenance either directly or by subcontract, pay all fees, utility costs, takes, and any and
all other operating costs.
ESTIMATE OF COSTS
The location and size of a parr serving these subdivisions has not yet been deter -pined. 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.
Engineer's Report
Mil sbridge II Zone 3 and
Ahnond North Zine 4
Wage 6 of 9
March 9, 2004
The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as
follows:
,SONE 3 FY 2004-05 FY 200405
ESTIMATED MAXIMUM
OPERATION OF COSTS ASSESSMENT ASSESSMENT
Street Trees $1,100.00 $1,100.00
Future Park Site $0.04 $3,600.00
Est. Subtotal Operation Casts $1,100.00 $4,700.00
DISTRICT ADMINISTRATION COSTS
Annual Engineer's Report
$4,000.00
$4,000.00
Publication.
$100.00
$100,04
City Administration Fee
$2,000.00
$2,000.130
County Administration Fee
900,00
20000
Est. Total Administration Casts
$7,000.00
$7,000.00
Est. Contingency
$412.00
$574.00
Total Estimated Revenue Required
for 2004-2005 fiscal Year
$8,512.00
$12,274.00
Total Appropriation Required from
Existing Fund Balance $0.00 $0.00
Total Estimated Assessment
for 20042005 Fiscal. Year $8,512.00 $12,2'14.00
Total dueF 38 38
Assessment per dueF $22.4.00 $323.00
MAXIMUM ANNUAL ASSESSMENT $323.00
Engineer's Report.
Millsbrid e II Zone 3 and
Almond Zone 4
Page 7 of 9
March 9, 2004
ZONE 4
Street Tees
Future Park Site
Est. Subtotal Operation Casts
DISTRICT ADMWISTRATION COSTS
Annual Engineer's Report
Publication
City Administration Pee
County Administration Pee
Est. Total Administration Casts
Est. Contingency
Total Estimated Revenue Required
for 2004-2405 Fiscal Year
Total Appropriation Required from
Existing Fund Balance
Total Estimated Assessment
for 2004-2005 Fiscal Year
Total dueF
Assessment per dueF
MAXIMUM ANNUAL ASSESSMENT
FY 2004-05
FY 2404-05
ESTIMATED
MAXIMUM
ASS SSM NT
ASSESSMENT
$1,100.00
$1,100.00
$0.00
$2,600.00
$1,100.00
$3,700.00
$4,000.00
$4,000.00
$1W00
$100.00
$2,000.00
$2,000,00
$200'.0
$7,000-00
$7,000.00 $7,000.00
$412.00 $528.00
$$,512.00 $11,228.00
$0.00 $0.00
$8,512.00 $11,228.00
28 28
$304.00 $401.00
$401,.00
Engineer's Report
M llsbridge lI Zone 3 and
Almond North ,Zane 4
Page 8 of 9
March 9, 2004
ASSESSMENT ROLL
The assessment roll for the fiscal year 2004-2005 is as follows:
Assess-
Future ®t
No.stimated
FY 2004-05
FY 20€ 4.05
Ment
APN No.
Nos.
Owner
doelssessment
Maximum
No.
Assessment,
Hillsbrid
ell, zone i
1
031-040-35
1-11,25-27
R. Thomas
14
$3,136.00
$4,522.00
Development Inc. and
Tokay Development
Inc.
2
031-040-36
12-24
R. Thomas
13
$2,912.00
$4,199.00
Development Inc. and
Tokay Development
Inc.
3
031-040-10
28-30
Mazen M. Marrdini
3
$672.00
$969.00
4
031-040-11
31-33
Jeffrey/Carol Kitst
3
$672.00
$969.00
Trust and Ronald B.
Thomas Trust
5
031-040-12
34-35
Jeffrey/Carol Kirst
2
$448.00
$646.011
Trust and Ronald B.
Thomas Trust
6
031-04014
36
e 4 t
1
$224.00
$323.00
w -a Ronald IR,
Thomas Trust
7
031-040-38
37
Darrell & Rhonda
2
$448.00
$646,00
Sasaki
Total Zone 3
38
$8,512.00
$12,274.00
Almond rth, erne 4
1 062-0650-14
1-27
Almond North, LLC
27 $8,208.00
$14 827.00
2 062-060-15
28
Almond North, LLC
1 $304.00
$401.00
Total Zone 4
28 $8,512.00
$11,228.00
The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of
Zones 3 and 4. The proposed subdivision will yield approximately 66 parcels (residential lots) and
will have a proposed assessment roll, based on the above criteria and budget, set forth in Exhibit A,
Engineer"s Report
Millsbridge 11 one 3 and
Almond North Zone 4
page 9 of 9
Marek 9, 2004
The foregoing Engineer's Report a.nd the estimate of costs, as well as the Assessment Diagram and
Assessment Roll, which are attached hereto, are presented for your approval byresolution dated this
day of ) 2004.
THOMPSONI-HYSELL ENGINEERS
Engineer of Work
Michael T. Persak
RCE 44908
PALODI\295 100\11d\Eng Rpt.doc-rkc
EXHIBIT A
ASSESSMENT ROLL
MILLSBRIDGE It ZONE 3 AND
ALMOND: NORTH ZONE 4
LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSE�S�tNT DWRICT NO. A03-1
CITY OF LODI, CA
J:\DEV-SERV\LatidscapeDistrictl2003Zone3\Exhibit A.As-rkc Page 7 of 2
COUNTY
FY 2004-06
FY 2004-05
GRAM
ASSESSOR
ESTIMATED
MAXIMUM
AMBER
NUMBER
UNIT NO.
LOT NO.
ASSESSMENT
ASSESSMENT
1
031-040-35
Vil-Isbridge 11
Lot No, 1
$224.00
$323.00
2
031-040-35
Millsbridge If
Lot No. 2
$224.00
$32:3.00
3
031-040-35
Millsbridge It
Lot No. 3
$224.00
$323.00
4
031-040-35
Millsbridge If
Lot No. 4
$224.00
$323,00
5
031-040-35
Millsbridge If
Lot No, 5
$224.00
$323,00
6
031-04035
Millsbridge 11
Lot No. 6
$224.00
$323,00
7
031-040-35
Millsbridge It
Lot No. 7
$224.00
$323,00
8
031-040-35
Millsbridge 11
Lot No. 8
$224.00
$323.00
9
031-040-35
Millsbridge It
Lot No. 9
$224.00
$323.00
10
031-040-35
Millsbridge 11
Lot No. 10
$224.00
$323.00
11
031-040-35
Millsbridge 11
Lot No. 11
$224.00
$323.00
12
031-040-36
Millsbridge 11
Lot No. 12
$224.00
$323.00
13
031-040-36
Millsbridge 11
Lot No. 13
$224,00
$323,00
14
031-040-36
Millsbridge 11
Lot No. 14
$224.00
$323,00
15
039-040-36
Millsbridge 11
Lot No. 15
$224.00
$32100
16
031-040-36
Wilsbridge 11
Lot No. 16
$224.00
$323.00
17
031-0.40-36
Millsbridge It
Lot No. 17
$224.00
$323.00
18
031040-36
Millsbridge 11
Lot No. 18
$224.00
$323.00
19
031-040-36
Millsbridge 11
Lot No. 19
$224.00
$323.00
20
031-04036
Millsbridge 11
Lot No. 20
$224,00
$323.00
21
031-040-36
Millsbridge 11
Lot No, 21
$224,00
$32100
22
031-04036
Millsbridge 11
Lot No. 22
$224,00
$323.00
23
031-040-36
Millsbridge It
Lot No, 23
$224,00
$323-00
24
031-040-36
Miftbridge It
Lot No. 24
$224.00
$323.00
25
031-040-35
MA.10ridge 11
Lot No. 26
$224.00
$323.00
26
031-040-35
Millisbfidge 11
Lot No. 26
$224.00
$32100
27
031040-35
Millsbridge It
Lot No. 27
$224.00
$323.00
28
031-040-10
Millsbridge 11
Lot No, 28
$224.00
$323.00
29
031-040-10
Millsbridge 11
Lot No. 29
$224.00
$32100
30
031-040-10
MillsbNdge 11
Lot No. 30
$224.00
$323.00
31
031-040-11
Millsbridge II
Lot No. 31
$224.00
$32100
32
031-040-11
Millsbridge 11
Lot No. 32
$224.00
$323,00
33
031-040-11
Miftbridge 11
Lot No. 33
$224,00
$323.00
34
031-040-12
Miftbridge 11
Lot No. 34
$224.00
$323.00
35
03'1-040-12
Millsbridge 1.1
Lot No. 35
$224,00
$323.00
36
031040-14
Millsbridge 11
Lot No. 36
$224.00
$323.00
37
031-040-38
Millabridge 11
Lot No. 37
$448,00
$646.00
(duplex)
ZONE 3 TOTAL
$8,612-00
$12,274.00
J:\DEV-SERV\LatidscapeDistrictl2003Zone3\Exhibit A.As-rkc Page 7 of 2
EXHIBIT A
ASSESSMENT ROLL
MILLSBRIDGE 11 ZONE 3 AND
ALMOND NORTH ZONE 4
LODI CONSOLIDATED LAN06CAPE� MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1
(PURSUANT TO THE. LANDSCAOJNG AND LIGHTING ACT OF 197. 1
CITY OF LODI, CA I
C0,1111
DIAGRAM ASSESSOR
FY 2004-06 FY 2004 -hs
ESTIMATED IVIA ia
38
062-060-14
Almond North
Lot No. 1
$304.00
$401.00
39
062060-14
Almond North
Lot No. 2
$304.00
$401.00
40
062-660-14
Almond North
Lot No. 3
$304.00
$4101.00
41
062060-14
Almond North
Lot No. 4
$304.00
$401 00
42
062-060-14
Almond North
Lot No. 5
$304.00
$401.00
43
062-060-14
Almond North
Lot No. 6
$304.00
$401.00
44
062-060-14
Almond North
Lot No. 7
$304.00
$401.00
45
062-060,14
Almond North
Lot No. 8
$304.00
$401,00
46
0624060-14
Almond North
Lot No, 9
$304.00
$401.00
47
062,060-14
Almond North
Lot No, 10
$304.00
$401.00
48
062-06014
Almond North
Lot No. 11
$304,00
$401.00
49
062060-14
Almond North
Lot No. 12
$304.00
$401.00
50
062-060-14
Almond North
Lot No. 13
$304.00
$401.00
51
062060-14
Almond North
Lot No. 14
$304.00
$401.00
52
062-060-14
Almond North
Lot No. 15
$304.00
$401.00
53
062-06014
Almond North
Lot No. 16
$304.00
$401.00
54
062-060.14
Almond North
Lot No. 17
$304.00
$401.00
55
062060-14
Almond North
Lot No. 18
$304.00
$401.00
56
062-060-14
Almond North
Lot No. 19
$304,00
$401.00
57
062-G60-14
Almond North
Lot No. 20
$304.00
$401.00
58
062-060-14
Almond North
Lot No. 21
$304.00
$401.00
59
062-66014
Almond North
Lot No. 22
$304.00
$401.00
60
062-060-14
Almond North
Lot No. 23
$304,00
$401.00
61
062-060-14
Almond North
Lot No. 24
$304.00
$401.00
62
062-060-14
Almond North
Lot No. 25
$304.00
$401.00
63
062-060-14
Almond North
Lot No. 26
$304.00
$401.00
64
062-060-14
Almond North
Lot No. 27
$304.00
$401.00
65
062-060-15
Almond North
Lot No. 26
$304.00
$401,00
ZONE 4 TOTAL
$8,612.00
$11,228.00
J:1DEV-SER\ALandscapeDistriet12003Zone3\Exhibit Axis -ft Page 2 of 2
s
xn I I i i � � i� �• �� i;
as mm OWE
S 4eSVI a" w 16.1v
24 13 14 is Qf B7 to 19 20 21 P3 )j
10
11 l
_�p J
n � t
8 ryf G,.s Q8 B9li'" � t g "
si'iS A'i �i..�n A3 ��Y� �i-.7�wTO
j%
36 37
� A
€ i
a''s9�°r yr 71# 3 :.gr5t3b" £ 94577' € i s� t
i-- — — — — — '{ -- --.--.-4 .---.........._-- I t
moo >wa,lwwweONw1=PF
or;,_W:.
m
�° sa+r aae�an: is
t,MAW.
smmwokd,.,oF Lm
. 'r Como .nr *K
QTY l_ _> W ft ROWAV*.W
mr.&M or AW C" W.
m� ac+�.a�a•asr�r�.s��e:mr.crra�
xf art= - :
mom
�
SW. g�71'e:" DY4'.a44
t— 1
9dE' A 471°
-----------------------
FoA iNHAVEN VhAy
STS
r
3
5 ��58°3t86d t
#
1
3
9 4a i9
12 13
gw am of" sr m an^ z aft avec- JW
4
R
cHERRYWOOD WAY
x2�
�s a� 16 a9 2c� zi 23 ��
'.�
E� 'e'i
€
_ ...
A, MAOMAOis
t
om
— � d
1 t
i i §
4
C da't�YAtlMIM, a�,� �t.�FtE �r �Adflr.:�'aMx
� f
I 1 I i t ����
1—---9` 1__�§ —i__ L_—_I_ _.6�i
,- - •,•• .1'�••. - -...!. 1
� # t$YR:kY A 3 dAi�ft#� 45tii. '-
_j
_—L_ —__
xax �'ta�-ar am
jj
..,---- .—_�....__._�.�,.�.....__.—.
!
Rff p§Y✓q(9WR JN#' `AtfPY BFf A;d4 B4Y` i]f. €SID'
4 d
rser
- — , - ASSMMENT DIAGRAK ZONE 3
CTTY OF LODI. MILL CAPE
toNSOUDATED LAN ' DS,
9
200--1 Wy OF ! tt,
4WIN COUJNTY
STATE OF CNIFORNO.
LAKESHORE DRIVE
OF LM
S R7m4A'3'P.k
10L
1 ti° ut jam
xa t °4"4IsX? P
5 (°oe55°' w mw » .,� j •°s ffi�i�4°5 " _ �i ° h't vv RysY or
MO
�po IA
;w WOW NOW
ASS_s I
1 � C1�05'4i115 4518, E!'—`
9 s tx E' '615iss,'
{�-
L — _l _.. __ !.— — __ ...... E ��. �.. _?., �..._.. I — — L _ _!..•.. � ,..� � � __.. _.1....,._ _� _ { � ary r� �s.�eram
�, �esr �+a� �tr.aa� a aw�T►, -- -� _ � +r mea^
' OAMa
C�
AM BXML
'ok. SOWN "`
�03i� B Tl� RAY . .
qi
03104
5! MAP
POA
+6.me�si•eY �� ! a � ii�PLACE, w%
.oVOA
L�LAd ` 3t.✓ td0�
S ;ai
AVS.. - �. ? __._._._ _..�..._ ......
ROYAL rl s -
� R
A
RUT
UNIT C NO. z
.� . PARk SON -RAY F'ARK
�:
Garr e�5.sitt
1 I E. T . E.
.--- sY— — --a. -- _i a fat- ..AU r
Wd
ye 3 z
� McNS RSC .� � R®P.y 9a3A'Yt f � ASMSORS MAPS
i 1
� OLAW
C
x
EE
2
A&= — i Y tesi�u ,u r*- ems. NI. #8.. PV- f 3
1.
vfl,
_+meq N1R'8'.riR'g
10
LIM-0mli
�.
-4.6
SHEET 2 OF 2
0
0
7
- - - - - - - - - - - - - -
FAWNHAVEN WAY 0
0
T - T
7 z
>
i<
L�
0>
TO
ft-corxw pt.;w 07=- or PK.5WVWsvW
UAY ZV
0io (I
. . ......... 887,49'
0036'50" E
,& $ am or.
AND7
A Vfflt AZMWff AMff CWWS A06 AMM
i _ : 062-.06
K'
—POR. D. ETL Ad TRACT
�-�C) » a � ONLY
;.0 �3 kt8 `
( �.-. _ � •-°-, -� r" _."- ;1�a= ..tai {��
ffi ss&i4' 3
3a8q
- n $ w
l4��y•
ay�..
07
nE
400
—,I
L
' 4..:�"
y
0.5
A{ u+ rf
jaw
! _ rasfl
} ��'y;y:
L✓ �. ^A' a '�, •� I:� x f.34 ,sG''i-!a7
/ �e
I R. .3 m #$ .0Rpm. I
_.....__... q......— �.
� m � -a 0
l
i'.3 � ��a$. � -'• - s� x&G � T� s � aa..?4.L �C:a �. a:g4g /F�3T ar
1 ift S $c 27 P 05V S — R. S. 8R. 23 P g. t933 � `!
s
'RI
R. ?.t -
4CfTY
�. OFc
- �.U. ax 75 pg. Ir
134 l Assessor's Map S .062 Pg. 06
i County of ion Joaquin, ccllg,
log
;" �YY�S3A. s ?pry-+ ^ussltr_rs 5Am++n ur _;teas
.w•4.ee � �, �� � � , � asaessnr s W,nsa �s;cr:a x §i:awas :n zsF=��'es 36-97
SHEEN" 2 OF 2
U12 -1-M AMMUSE VrAll .
S. I 0V ["A kq 16WIT01
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute a professional services agreement with Timothy
J. Hachman, . Attorney at Law, for services required in support of the annexation of
Millsbridge 11 Zone 3 and Almond North Zone 4 to the Lodi Consolidated Landscape
Maintenance District No. 2003-1, in an amount not to exceed $7,000.00.
Dated: March 17, 2004
I hereby certify that Resolution No. 2004-50 was passed and adopted by the Lodi
City Council in a regular meeting hold March 17, 2004, by the following vote:
AYES, COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and
Mayor Hansen
SUSAN J. BLACKSTON
City Clerk
-01##�
M Will 0 1 $KIM 2=1 M-41 110 Is = Z Ta 0 Lei M PIN11 CIL"s 0 ISM1111TRalas
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute a professional services agreement with
Thompson-Hysell Engineers, a Division of the Keith Companies, Inc., for services
required in support of the annexation of Millsbridge 11 Zone 3 and Almond North Zone 4
to the Lodi Consolidated Landscape Maintenance District No. 2003-1, in an amount not
to exceed $8,500.00.
Dated: March 17, 2004
I hereby certify that Resolution No. 2004451 was passed and adopted by the Lodi
City Council in a regular meeting held March 17, 2004, by the following vote:
AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and
Mayor Hansen
SUSAN J. BLACKSTON
City Clerk
2004-51