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HomeMy WebLinkAboutAgenda Report - December 17, 2008 I-01 PHAGENDA ITEMTIWI CITY OF LODI COUNCIL COMMUNICATION M AGENDA TITLE: Public Hearing to Consider Resolution Approving Reimbursement Agreement No. RA -08-01 for Public Improvements Constructed with the Vintner's Square Shopping Center MEETING DATE: December 17,2008 PREPARED BY: Public Works Director RECOMMENDEDACTION: Conduct a public hearing to considera resolution approving ReimbursementAgreement No. RA -08-01 for public improvements in Kettleman Lane and Westgate Drive and associated public utilities constructed with the Vintner's Square shopping center. BACKGROUND INFORMATION: Geweke Family Partnership, the developer of the Vintner's Square shopping center located at the northwest corner of Kettleman Lane and Lower Sacramento Road, entered into an Improvement Agreement with the City on April 29, 2004. As required under the conditions of approval for the project and the terms of the Improvement Agreement, the developer has completed certain public improvements on Kettleman Lane and Westgate Drive. The improvements include the installation of asphalt concrete pavement, concrete curb, gutter and sidewalk, water, wastewater and storm drainage lines, and a traffic signal on Kettleman Lane and Westgate Drive. Portions of the public improvements installed by the developer benefit properties ranging from just north of Lodi Avenue/Sargent Road and just south of Kettleman Lane. The benefiting properties are shown on Exhibit A. The public improvements were accepted by Council on August 16,2006. The developer has requested a ReimbursementAgreement in conformance with Chapter 16.40 of the Lodi Municipal Code (LMC) to recover the cost of the improvements benefiting the above-mentioned properties, including related costs such as engineering, inspection and plan check fees. The reimbursable costs for each benefiting property are shown on Exhibit B. Pursuantto LMC §16.40.50.A.3, the reimbursable amounts shown in ExhibitB include an amount attributable to interest for the year 2008 based on the change in the Engineering News Record 20 Cities Construction Cost Indexfrom January 2007 to January 2008. Underthe terms of the ReimbursementAgreement similar adjustments to the reimbursable costs will be made each January until payment is received. The City will collect the appropriate charges from the developer of the benefiting property at the time of development. A copy of the ReimbursementAgreement is attached as Exhibit C. In conformance with LMC Chapter 16.40. staff recommends that Council conduct a public hearing to consider a resolution approving ReimbursementAgreement No. RA -08-01, FISCAL IMPACT: Not applicable. FUNDING AVAILABLE: Not applicable. a F. Wally Sandelin Public Works Director Prepared by Chris R. Boyer, Junior Engineer FWSICRBIpmf Attachments cc: Senior Civil EngineerWelch Junior Engineer Boyer Senior Civil EngineerChang Properly Owners APPROVED: /� —1 Blair & City Manager KAWP1©EV_SERVIVintners Square Shopping CenterlCC_PHVintnersSquareReim doc 1 211 0120 08 NO APN (1� 027-060-01 (2,) 027-060-03 C�') 027-060-05 (4 027-060-06 7��7 027-060-08 TD� 027-060-09 C7� 027-060-10 (8) 027-060-12 (9) 027-060-13 (CO) 027-060-42 (11) 027-060-27 12 027-060-29 027-060-35 NOT IN SEWER SERVICE AREA - 029-380-05 49.74 AC NOT TO SCALE Area of Benefit PROJECT NAME/LOCATION: EXHIBIT -A VICE AREA DESIGNED BY: ISSUE DATE: 05 05/0� DRAFTED BY: PROJECT NO.: 27010( CHECKED BY: DWG FILENAME: 770100FX- 058-030-13 058-030-12 058-030-09 mMiELLim Eid GMEER016 vc■� my - Lmowjweym 425 MERCHANT STREET VACAVILLE, CA 95688 P.O.BOX 6556 VACAVILLE, CA 95696 oFFlCE (707) 451-6556 FAX (707) 451-6555 — I I � � SEE DETAIL—A —� I (ABOVE) VINTNER SQUARE I 027-000-39 ' 3.89 AC 027-400-03* 37.45 AC 027-050-10* 027-050-21* 9 058- 5.0 AC 027-050-02* 027-050-03* 030-10 10.0 AC 10.0 AC 027-050-11* 027-050-20*� 027-400-02* 5.0 AC 44.70 AC ; 027-050-12* 027-050-19*q ' 5.0 AC 027-050-01* 027-050-18*b 027-400-01* 20.0 AC 1027-050-24* 19.85 AC4.37 AC E-41- — --,I \ WT 027-050-25 027-050-15 * IN SEWER SE0027-050-16* VICE AREA DESIGNED BY: ISSUE DATE: 05 05/0� DRAFTED BY: PROJECT NO.: 27010( CHECKED BY: DWG FILENAME: 770100FX- 058-030-13 058-030-12 058-030-09 mMiELLim Eid GMEER016 vc■� my - Lmowjweym 425 MERCHANT STREET VACAVILLE, CA 95688 P.O.BOX 6556 VACAVILLE, CA 95696 oFFlCE (707) 451-6556 FAX (707) 451-6555 Detailed Summary of Allocations for Parcels with Street Work 23 Quantity Units Costlunit Cost 058-030-09 027-050-18 027-050-19 027-050-20 027-050-21 058-030-11 058-030-12 058-030-13 027-050-10 Kettleman Lane 33.21 4.26 4.27 4.27 4.11 6.97 18.29 9.26 5 (South side, west of Westgate Drive) Roadway Excavation 1289 CY $ 19.50 $ 25,143 $ 25,143 OG AC in widening areas 64 Tons $ 85.00 $ 5,399 $ 5,399 Type B AC in widening areas 1151 Tons $ 44.00 $ 50,630 $ 50,630 Type 2 AS in widening areas 1354 Tons $ 23.00 $ 31,138 $ 31,138 $ 112,309 $ 112,309 Kettleman Lane North side, west of Westgate Drive) Roadway Excavation 1254 CY $ 19.50 $ 16,166 $ 755 $ 3,540 $ 5,519 $ 6,350 OG AC in widening areas 70 Tons $ 85.00 $ 5,584 $ 255 $ 1,220 $ 1,909 $ 2,201 Type B AC in widening areas 1114 Tons $ 44.00 $ 32,392 $ 1,513 $ 7,094 $ 11,059 $ 12,724 Type 2 AS in widening areas 1317 Tons $ 23.00 $ 20,021 $ 935 $ 4,385 $ 6,835 $ 7,865 $ 74,163 $ 3,459 $ 16,238 $ 25,322 $ 29,140 Kettleman Lane (South side, across from Vintner Square) Roadway Excavation 487 CY $ 19.50 $ 9,497 $ 1,917 $ 5,032 $ 2,547 Type B AC in widening areas 434 Tons $ 44.00 $ 19,096 $ 3,856 $ 10,118 $ 5,123 Type 2 AS in widening areas 511 Tons $ 23.00 $ 11,753 $ 2,373 $ 6,227 $ 3,153 Cold planing 1514 SY $ 3.50 $ 5,298 $ 1,070 $ 2,807 $ 1,421 Type B overlay 233 Tons $ 44.00 $ 10,237 $ 2,067 $ 5,424 $ 2,746 OG AC 84 Tons $ 85.00 $ 7,119 $ 1,437 $ 3,772 $ 1,910 Remove 6" AC 41 CY $ 18.00 $ 736 $ 149 $ 390 $ 197 Replace 6" AC 82 Tons $ 43.00 $ 3,513 $ 709 $ 1,861 $ 942 Kettleman / Westgate signal Lump Sum $ 82,500 $ 16,658 $ 43,712 $ 22,131 Lighting and Signal interconnect Lump Sum $ 32,500 $ 6,562 $ 17,220 $ 8,718 $ 182,249 $ 36,798 $ 96,562 $ 48,888 Westgate Drive Street pavement section(0.3 AC / 0.55 AB) 27239 SF $ 2 $ 62,650 $ 30,748 $ 31,902 Stamped pavement in median 730 SF $ 16 $ 11,680 $ 5,732 $ 5,948 Curb and gutter 1165 LF $ 16 $ 18,640 $ 9,148 $ 9,492 8" median curb 1165 LF $ 12 $ 13,980 $ 6,861 $ 7,119 12" median border 882.5 LF $ 16 $ 14,120 $ 6,930 $ 7,190 Striping Lump Sum $ 1,600 $ 1,600 $ 785 $ 815 Traffic Signs 10 each $ 200 $ 2,000 $ 982 $ 1,018 Object markers 2 each $ 55 $ 110 $ 54 $ 56 Street name signs 1 each $ 325 $ 325 $ 160 $ 165 Benchmarks 0.5 each $ 500 $ 250 $ 123 $ 127 Monuments 0.5 each $ 400 $ 200 $ 98 $ 102 Median Landscaping Lump Sum $ 39,125 $ 39,125 $ 19,202 $ 19,923 18" storm drain in Westgate Drive 131 LF $ 24 $ 3,144 $ 3,144 $ - 1 S' storm drain at Kettleman intersection 74 LF $ 25 $ 1,850 $ 1,850 $ 12" storm drains 59 LF $ 24 $ 1,416 $ 1,416 $ - Storm drain manholes 1.5 each $ 2,950 $ 4,425 $ 4,425 $ Storm drain inlets 3 each $ 1,050 $ 3,150 $ 3,150 $ 8" sewer laterals to west side 50 LF $ 22.50 $ 1,125 $ 552 $ 573 Sewer manholes 2.5 each $ 2,550 $ 6,375 $ 3,188 $ 3,188 10" water main 710 LF $ 20.50 $ 14,555 $ 7,143 $ 7,412 10" gate valves 4 each $ 1,050 $ 4,200 $ 2,061 $ 2,139 Median landscaping service 0.5 each $ 1,400 $ 700 $ 344 $ 356 $ 205,620 $ 108,107 $ 97,513 Plus plan check and inspection fee 5.5% $ 6,177 $ 190 $ 893 $ 1,393 $ 7,549 $ 2,024 $ 5,311 $ 2,689 $ 5,363 Plus engineering and administration 10% $ 11,231 $ 346 $ 1,624 $ 2,532 $ 13,725 $ 3,680 $ 9,656 $ 4,889 $ 9,751 Street Work total for the parcel $ 129,717 $ 3,995 $ 18,755 $ 29,247 $ 158,520 $ 42,502 $ 111,529 $ 56,466 $ 112,627 Plus trunk sewer allocation $ - $ 2,457 $ 2,463 $ 2,463 $ 2,370 $ - $ - $ - $ 2,884 Total for the property $ 129,717 $ 6,452 $ 21,218 $ 31,709 $ 160,891 $ 42,502 $ 111,529 $ 56,466 $ 115,511 23 Summary of allocations of cost to the various properties Kettleman -West of Kettleman - West of Kettleman - Across Westgate Westgate (South) Westgate (North) from Vintner Square Drive Parcel Acres Allocation Allocation Allocation Allocation 058-030-09 33.21 $ 103,773 058-030-10 4.10 027-050-01 20.00 027-050-02 10.00 027-050-03 10.00 027-050-10 5.00 027-050-11 5.00 027-050-12 5.00 027-050-15 2.00 027-050-16 1.00 027-050-18 4.26 027-050-19 4.27 027-050-20 4.27 027-050-21 4.11 027-050-24 4.37 027-050-25 0.46 058-030-11 6.97 058-030-12 18.29 058-030-13 9.26 027-060-01 0.91 027-060-03 0.64 027-060-05 0.35 027-060-06 0.30 027-060-39 3.89 027-060-08 0.24 027-060-09 0.22 027-060-10 1.01 027-060-12 0.45 027-060-13 0.33 027-060-42 $ 2,370 $ 027-060-27 0.38 027-060-29 0.21 027-060-35 0.21 027-400-01 19.85 027-400-02 44.70 027-400-03 37.45 029-380-05 49.74 $ 112,627 $ 3,995 $ 18,755 $ 29,247 $ 33,657 $ 124,864 $ 42,502 $ 111,529 $ 56,466 Taylor Road Trunk Total Sewer $ 103,773 $ 85,653 * $ 210,497 $ 2379491 $ * This amount ($85,653) is $5 less than the amount shown in the "Determination of Costs" section due to scaling and rounding. 24 Allocation $ 11,535 $ Allocation 103,773 11,535 5,767 5,767 115,511 2,884 2,884 1,153 577 6,452 21,218 31,709 160,891 2,520 265 42,502 111,529 56,466 2,814 1,979 1,082 928 12,028 742 680 3,123 1,391 1,020 2,041 1,175 649 649 9,851 14,349 20,725 18,253 776,885 $ 5,767 $ $ 5,767 $ $ 2,884 $ $ 2,884 $ $ 2,884 $ $ 1,153 $ $ 577 $ $ 2,457 $ $ 2,463 $ $ 2,463 $ $ 2,370 $ $ 2,520 $ $ 265 $ 2,814 $ 1,979 $ 1,082 $ 928 $ 12,028 $ 742 $ 680 $ 3,123 $ 1,391 $ 1,020 $ 2,041 $ 1,175 $ 649 $ 649 $ $ 9,851 $ $ 14,349 $ $ 20,725 $ $ 18,253 $ 30,303 $ 109,168 $ Allocation 103,773 11,535 5,767 5,767 115,511 2,884 2,884 1,153 577 6,452 21,218 31,709 160,891 2,520 265 42,502 111,529 56,466 2,814 1,979 1,082 928 12,028 742 680 3,123 1,391 1,020 2,041 1,175 649 649 9,851 14,349 20,725 18,253 776,885 WHEN RECORDED, RETURN TO: City Clerk City of Lodi 221 West Pine Street Lodi, CA 95240 REIMBURSEMENT for PUBLIC IMPROVEMENTS AGREEMENT # RA - 08-01 THIS AGREEMENT is made by and between the CITY OF LODI, hereinafter referred to as "City", and THE GEWEKE FAMILY PARTNERSHIP, a California Limited Partnership, hereinafter referred to as "Applicant". RECITALS: WHEREAS, Applicant is the developer of commercial development titled Vintner's Square Shopping Center, located on the north west corner of Lower Sacramento Road and Kettleman Lane, Lodi, California, and has entered into an Improvement Agreement with City dated April 29, 2004, to construct public improvements required to serve the development, and WHEREAS, Applicant has constructed certain public improvements (hereinafter "Improvements"), which include installation of asphalt concrete pavement, concrete curb and gutter, water pipe, wastewater pipe, storm drain pipe, traffic control systems, and other miscellaneous and related items, that will serve additional properties that are designated and shown on the plan attached as Exhibit A to this Agreement; and WHEREAS, Applicant has filed a request with City's Public Works Director in conformance with Chapter 16.40 of the Lodi Municipal Code requesting reimbursement for those improvements which benefit other properties or would be required of those properties upon development ("Benefit Area"); and WHEREAS, the property owners of those properties shown in Exhibit A have been notified and the City Council has conducted a public hearing regarding the Applicant's request for reimbursement. NOW THEREFORE, in consideration of the mutual covenants and conditions herein contained and pursuant to Government Code Sections 66485 through 66489 and Title 16 of the Lodi Municipal Code, it is hereby agreed between the parties as follows: The amount of the reimbursable costs for the Improvements due to Applicant includes construction costs less any applicable credits plus ten percent for administrative and engineering design costs (10%), engineering plan check fees (2.0%), engineering inspection fees (3.5%) and the reimbursement application fee. Total construction costs and costs attributable to the Benefit Area are shown on attached Exhibit B. 2. The reimbursable amount shall be recalculated annually to include an amount attributable to interest, using the Engineering News Record (ENR) 20 Cities Construction Cost Index. On uncollected reimbursements, the reimbursement reimbursement agreement(2).doc rates shall be calculated in January of each calendar year beginning January 2008 by the following formula: (ENR Jan. 1 of current year) _ (initial ENR) X (Balance due Jan. 1 of prior year less payments made during the previous year) The initial ENR index under this Agreement is 8090.06. The initial reimbursable amounts are shown on Exhibit B. 3. In the event that the benefiting properties shown on Exhibit A develop, City shall collect the appropriate charges from the developers of the benefiting property and reimburse Applicant or Applicant's heirs, successors or assigns, for a period of fifteen (15) years. For payment collection purposes, benefiting parcels APN 058-030-11, 058-030-12 and 058-030-13 have been segregated into a group shown as Lodi Shopping Center on Exhibit A. Total reimbursement costs for the parcels within this group shall be payable at the time of issuance of the first Public Improvement Agreement for shopping center improvements. The charges for all other benefiting properties shall be paid in full at the time of the first development on those properties. 4. The Kettleman Lane/Westgate Drive traffic signal is assumed to have been installed in its ultimate location for the purposes of calculating the reimbursable costs covered by this Agreement. The signal installation cost has been allocated fifty percent (50%) to the Applicant and fifty percent (50%) to the Lodi Shopping Center (Parcels APN 058-030-11, 058-030-12 and 058-030-13). However, if, at the time of development of the Lodi Shopping Center, the Kettleman Lane/Westgate Drive traffic signal must be relocated to accommodate that project, the current signal location will be considered temporary for the purposes of this Agreement and no reimbursement will be due to the Applicant for those costs. Adjustments to the required reimbursement will be made by City staff at the time of payment. 5. Applicant shall pay City $6,908.41 for the preparation of this Agreement prior to approval and recording of this Agreement. This cost is based on one percent (1 %) of the reimbursable construction costs, excluding engineering, administrative and other costs, with a minimum charge of $750.00. 6. Upon each collection of reimbursement charges, an administrative charge shall be deducted and retained by City for administering the reimbursement provisions of this Agreement. The adminstrative charge shall be established from time to time by resolution of the City Council. As of the date of this Agreement, the charge is $200.00. 7. This Agreement shall inure to the benefit of the heirs, successors and assigns of Applicant. City shall mail reimbursement payments to the last address of Applicant on file with the Public Works Director of the City. In the event a reimbursement is returned or unclaimed after two (2) years from the date of mailing, the amount of the reimbursement shall revert to City and be deposited in the appropriate development impact mitigation fee fund maintained by City. 8. All correspondence and payments required by this Agreement shall be in writing, and delivered in person or sent by registered mail, postage prepaid. reimbursement agreement(2).doc 2 Correspondence and payments to City shall be addressed as follows: F. Wally Sandelin Public Works Director 221 West Pine Street P. O. Box 3006 Lodi, CA 95241-1910 Correspondence and payments to Applicant shall be addressed as follows: Geweke Family Partnership P. O. Box 1420 Lodi, CA 95241 9. This Agreement is entered into pursuant to the provisions of Title 16 of the Lodi Municipal Code and the provisions of that section shall by reference be part of this Agreement as though fully set forth herein. The undersigned represent and warrant that they are authorized by the parties they purport to representto execute this Agreement. IN WITNESS WHEREOF, Applicant and City have executed this Agreement as of the date first above written. Geweke Family Partnership a California Limited Partnership By: Date Name & Title: CITY OF LODI, A MUNICIPAL CORPORATION Bv: Blair King, City Manager Date ATTEST: Randi Johl, City Clerk Date APPROVED AS TO FORM: D. Stephen Schwabauer, City Attorney By: Janice D. Magdich, Deputy City Attorney QA Y reimbursementagreement(2).doc RESOLUTION NO. 2008-249 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING REIMBURSEMENT AGREEMENT NO. RA -08-01 BETWEEN THE CITY OF LODI AND GEWEKE FAMILY PARTNERSHIP FOR PUBLIC IMPROVEMENTS CONSTRUCTED WITH THE VINTNERS SQUARE SHOPPING CENTER NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve Reimbursement Agreement No. RA -08-01 between the City of Lodi and Geweke Family Partnership for public improvements constructed with the Vintner's Square shopping center. Dated: December 17,2008 ------------------------------ --------- I hereby certify that Resolution No. 2008-249 was passed and adopted by the City Council of the City of Lodi in a regular meeting held December 17, 2008, by the following vote: AYES: COUNCIL MEMBERS — Hitchcock, Johnson, Katzakian, Mounce, and Mayor Hansen NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS— None ABSTAIN: COUNCIL MEMBERS — None NDt JOHL City Clerk 2008-249 Public Hearing Vintner's Square Shopping Center Reimbursement Agreement Presented by Chris Boyer Area of Benefit Trunk Line Street Improvements • Storm Drain • Wastewater • Water • Pavement Water Line ➢ When do the property owners have to pay? . The agreement expires after 15 years. . If the property develops or is provided public water or sewer service. . The reimbursable amounts are subject to increase annually based on the Engineering News Record. Please immediately confirm receipt of this fax by calling 333-6702 CITY OF LODI P. O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVERTISING INSTRUCTIONS SUBJECT: PUBLIC HEARING TO CONSIDER REIMBURSEMENT AGREEMENT NO. RA -08-01 FOR PUBLIC IMPROVEMENTS CONSTRUCTED WITH THE VINTNER'S SQUARE SHOPPING CENTER PUBLISH DATE: SATURDAY, NOVEMBER 8,2008 TEAR SHEETS WANTED: One (1) please SEND AFFIDAVIT AND BILL TO: RANDI JOHL, CITY CLERK City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 DATED: THURSDAY, NOVEMBER 6,2008 ORDERED BY: RANDI JOHL CITY CLERK N 4FER M. �ERRlN, CMC A. CIS TANT CITY CLERK MARIA BECERRA ADMINISTRATIVE CLERK Faxed to the Sentinel at 369-1084 at (ti&8) R, (date) , (pagas) LNS Phoned to confirm receiptof all pages at CF —IG _JMP (initials) formsladvins.doc DECLARATION OF POSTING PUBLIC HEARING TO CONSIDER REIMBURSEMENT AGREEMENT NO. RA -08-01 FOR PUBLIC IMPROVEMENTS CONSTRUCTED WITH THE VINTNER'S SQUARE SHOPPING CENTER On Friday, November 7, 2008, in the City of Lodi, San Joaquin County, California, a Notice of Public Hearing to consider Reimbursement Agreement No. RA -08-01 for public improvements constructed with the Vintner's Square Shopping Center (attached and marked as Exhibit A) was posted at the following locations: Lodi Public Library Lodi City Clerk's Office Lodi City Hall Lobby Lodi Carnegie Forum I declare under penaltyof perjurythat the foregoing is true and correct. Executed on November 7, 2008, at Lodi, California. UQkA-- NIFER t4 PERRIN, CMC ASSISTANT CITY CLERK N:\Administration\CLERK\Forms\DFCPOSTPWI.DOC ORDERED BY: RANDIJOHL CITY CLERK MARIA BECERRA ADMINISTRATIVE CLERK CITY OF LODI Carnegie Forum 305 West Pine Street, Lodi NOTICE OF PUBLIC HEARING Date: December 17,2008 Time: 7:00 p.m. t J r7Telephone: tion regarding this notice please contact: Rand!JohlrCity Clerk UH� �" j � A (209) 333-6702 NOTICE OF PUBLIC HEARING NOTICE IS HEREBY GIVEN that on Wednesday, December 17, 2008, at the hour of 7:00 p.m., or as soon thereafter as the matter may be heard, the City Council will conduct a public hearing at the Carnegie Forum, 305 West Pine Street, Lodi, to consider the following matter: a) Reimbursement Agreement No. PA -08-01 for public improvements constructed with the Vintner's Square shopping center Information regarding this item may be obtained in the Public Works Department, 221 West Pine Street, Lodi, (209) 333-6706. All interested persons are invited to present their views and comments on this matter. Written statements may be filed with the City Clerk, City Hall, 221 W. Pine Street, 2"d Floor, Lodi, 95240, at any time prior to the hearing scheduled herein, and oral statements may be made at said hearing. If you challenge the subject matter in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice or in written correspondence delivered to the City Clerk, 221 West Pine Street, at or prior to the close of the public hearing. B r of the Lodi City Council: Van4c:ohl City Clerk Dated: November 5,2008 Approved as to form: D. Stephen Schwabauer City Attorney GLERKWUMEPSiWM C:EMNWW.d= 11/4OS DECLARATION OF MAILING PUBLIC HEARING TO CONSIDER REIMBURSEMENTAGREEMENT NO. RA -08-01 FOR PUBLIC IMPROVEMENTS CONSTRUCTEDWITH THE VINTNER'S SQUARE SHOPPING CENTER On Thursday, November 6, 2008, in the City of Lodi, San Joaquin County, California, deposited in the United States mail, envelopes with first-class postage prepaid thereon, containing a Notice of Public Hearing to consider Reimbursement Agreement No. RA -08-01 for public improvements constructed with the Vintner's Square Shopping Center, attached hereto Marked Exhibit A. The mailing list for said matter is attached hereto, marked Exhibit B. There is a regular daily communication by mail between the City of Lodi, California, and the places to which said envelopes were addressed. I declare under penalty of perjurythat the foregoing is true and correct. Executed on November 6, 2008, at Lodi, California. NIFER. PERRIN, CMC SISTAN CITY CLERK N:1Administration\CGERKTornts\DECMAILPW 1.DOC ORDERED BY: RANDI JOHL CITY CLERK, CITY OF LODI MARIA BECERRA ADMINISTRATIVE CLERK Ai-ii��� A Aft NOTICE OF PUBLIC HEARING LODI CIN COUNCIL MV 221 W. PINE STREET, LODI, 95240 --TELEPHONE 333-6702 DATE: Wednesday, December 17, 2008 TIME: 7:00 p.m., or as soon thereafter as the matter can be heard PLACE: Carnegie Forum, 305 West Pine Street, Lodi SUBJECT: To consider Reimbursement Agreement No. RA -08-01 for public improvements constructed with the Vintner's Square Shopping Center (SEE ATTACHED for additional information regarding this matter, as specified in Lodi Municipal Code Section 16.40.050 C. 3) INFORMATION REGARDING THIS MATTER MAY BE OBTAINED IN THE OFFICE OF PUBLIC WORKS, 221 W. PINEST., LODI. WRITTEN STATEMENTS MAYBE FILED WITH THE CITY CLERK, 221 W. PINE ST., 2ND FLOOR, LODI, AT ANY TIME PRIOR TO THE HEARING SCHEDULED HEREIN, AND ORAL STATEMENTS MAY BE MADE AT SAID HEARING. ANYONE WISHING TO BE HEARDON THE ISSUE MAYAPPEAR BEFORETHECITY COUNCILAT THE TIME OF THE PUBLIC HEARING. IFYOU CHALLENGETHE PROPOSEDACTION IN COURT, YOU MAY BE LIMITEDTO RAISING ONLY THOSE ISSUESYOU OR SOMEONE ELSE RAISED AT THE PUBLIC HEARING DESCRIBED IN THIS NOTICE, OR IN WRITTEN CORRESPONDENCE DELIVERED TO THE CITY CLERK/CITY COUNCIL AT, OR PRIOR TO, THE PUBLIC HEARING. Date Mailed: November 6, 2008 CITY CLERK OF THE CITY OF LODI AGENDA ITEM E-11 CITY OF LODI COUNCIL COMMUNICATION rM AGENDA TITLE: Set Public Hearingfor December 17,2008, to Consider Resolution Approving ReimbursementAgreement No. RA -08-01 for Public Improvements Constructed with the Vintner's Square Shopping Center MEETING DATE: November 5,2008 PREPARED B Y Public Works Director RECOMMENDED ACTION: Set a public hearing for December 17, 2008, to consider a resolution approving ReimbursementAgreement No. RA -08-01 for public improvements in Kettleman Lane and Westgate Drive and associated public utilities constructed with the Vintner's Square shopping center. BACKGROUND INFORMATION: Geweke Family Partnership, the developer of the Vintner's Square shopping center located at the northwest corner of Kettleman Lane and Lower Sacramento Road, entered into an ImprovementAgreement with the City on April 29, 2004. As required under the conditions of approval for the project and the terms of the ImprovementAgreement, the developer has completed certain public improvements on Kettleman Lane and Westgate Drive. The improvements include the installation of asphalt concrete pavement, concrete curb, gutter and sidewalk, water, wastewater and storm drainage lines, and a traffic signal on Kettleman Lane and Westgate Drive. Portions of the public improvements installed by the developer benefit properties ranging from just north of Lodi Avenue/Sargent Road and just south of Kettleman Lane. The benefiting properties are shown on ExhibitA. The public improvementswere accepted by Council on August 16,2006. The developer has requested a ReimbursementAgreement in conformancewith Chapter 16.40 of the Lodi Municipal Code (LMC) to recover the cost of the improvements benefiting the above-mentioned properties, including related costs such as engineering, inspection and plan check fees. The reimbursablecosts for each benefiting property are shown on ExhibitB, Pursuant to LMC §16.40.50.A.3, the reimbursable amounts shown in Exhibit include an amount attributable to interest for the year 2008 based on the change in the Engineering News Record 20 Cities Construction Cost Index from January 2007 to January2008. Under the terms of the ReimbursementAgreement similar adjustments to the reimbursable costs will be made each January until payment is received. A copy of the ReimbursementAgreement is attached as Exhibit C. In conformancewith LMC Chapter 16.40, staff recommends that Council set a public hearing to consider a resolution approving ReimbursementAgreement No. RA -08-01, FISCAL IMPACT: Not applicable FUNDING AVAILABLE: Not applicable F. Wally Sandelin Public Works Director Prepared by Chris R. Boyer, Junior Engineer FW SICRBIpmf Attachments cc: Senior Civil Engineer Welch Junior EngineerBoyer Senior Civil EngineerChang Property Owners /21»001TA:1193 Blair King, City Manager K:1WPIDEV-SEMAVintners Square Shopping CerWCC_SetPHVintnersSquareReimbAgmt.doc 1013012008 NO APN (T) 027-060-01 2 027-060-03 3, 1027-060-05 4,027--060-06 5 027-060-08 7 027-060-09 027-060-10 8 f9; 0) 1 ) 2 027-060-112 027-060-13 I n97—nfin-49 027-060-27 027-060-29 1lz 03 027-060-35 EXHIBIT -A DETAIL -A Parcel Acres 058-030-09 33.21 058-030-10 4.10 027-050-01 20.00 027-050-02 10.00 027-050-03 10.00 027-050-10 5.00 027-050-11 5.00 027-050-12 5.00 027-050-15 2.00 027-050-16 1.00 027-050-16 4.26 027-050-19 4.27 027-050-20 4.27 027-050-21 4.11 027-050-24 4.37 027-050-25 0.46 058-030-11 6.97 058.030.12 18.29 058.030.13 9.26 027-060-01 0.91 027-060-03 0.64 027.060-05 0.35 027-060-06 0.30 027-060-39 3.69 027060-08 0.24 027-060-09 0.22 027-060-10 1.01 027-060-12 0.45 027-060.13 0.33 027-060-42 $ 027-060-27 0.36 027-060-29 0.21 027-060-35 0.21 027-400-01 19.85 027-400-02 44.70 027-400-03 37.45 029-380-05 49.74 Summary of allocations of cost to the various properties Kettleman -West of Kettleman- West of Kettleman. Across Westgate Westgate (South) Westgate (North) from Vintner Square Drive Allocation Allocation Allocation Allocation 103,773 $ 3,995 $ 18,755 $ 29,247 $ 33,657 $ 42,502 $ 111,529 $ 56,466 $ 112,627 $ 124,864 Taylor Road Allocation $ 103,773 $ 85,653 * $ 210,497 $ 237,491 $ " This amount ($65,653) is $5 less than the amount shown in the 'Determination of Costs" section due I o scaling and rounding. 24 Trunk Sewer $ 11,535 S Total Allocation 103,773 11,535 5,767 5,767 115,511 2,884 2,684 1,153 577 6.452 21,218 31.709 160,891 2.520 265 42.502 111,529 56,466 2,614 1,979 1,082 928 12,028 742 680 3,123 1,391 1,020 2,041 1,175 649 649 9.851 14,349 20,725 16,253 776,885 Exhibit B $ 5,767 $ $ 5,767 $ $ 2,884 $ $ 2.884 $ $ 2,894 $ $ 1,153 $ $ 577 $ $ 2,457 $ $ 2,463 $ $ 2,463 $ $ 2,370 $ $ 2,520 $ $ 265 $ $ $ 2,814 $ 1,979 $ ,082 $ 928 $ 12,028 $ 742 $ 680 $ 3.123 $ 1,391 $ 1,020 $ 2,041 $ 1,175 $ 649 $ 649 $ $ 9,651 $ $ 14.349 $ $ 20.725 $ $ 18,253 $ 30,303 $ 109,168 $ Total Allocation 103,773 11,535 5,767 5,767 115,511 2,884 2,684 1,153 577 6.452 21,218 31.709 160,891 2.520 265 42.502 111,529 56,466 2,614 1,979 1,082 928 12,028 742 680 3,123 1,391 1,020 2,041 1,175 649 649 9.851 14,349 20,725 16,253 776,885 Exhibit B SZ LLS`SLL S 991'95 * G&LLL $ US`b► $ 96WOOL $ SOLU 5 6LZ'LZ S M's S LLL'6ZL S ANedoxlsLOAct l$W1 OWE $ - S - S - S OL£`Z S £9e'Z S ewe $ L9►'Z S S uopsie leMem *un4 Snid LZ9'ZLL $ 991'95 S 6ZS`LLl S ZOS'Z► S 045'851. 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RECITALS: WHEREAS, Applicant is the developer of commercial development titled Vintner's Square Shopping Center, located on the north west corner of Lower Sacramento Road and Kettleman Lane, Lodi, California, and has entered into an Improvement Agreement with City dated April 29, 2004, to construct public improvements required to serve the development, and WHEREAS, Applicant has constructed certain public improvements (hereinafter "Improvements"), which include installation of asphalt concrete pavement, concrete curb and gutter, water pipe, wastewater pipe, storm drain pipe, traffic control systems, and other miscellaneous and related items, that will serve additional properties that are designated and shown on the plan attached as Exhibit A to this Agreement; and WHEREAS, Applicant has filed a request with City's Public Works Director in conformancewith Chapter 16.40 of the Lodi Municipal Code requesting reimbursement for those improvements which benefit other properties or would be required of those properties upon development ("Benefit Area"); and WHEREAS, the property owners of those properties shown in Exhibit have been notified and the City Council has conducted a public hearing regarding the Applicant's requestfor reimbursement. NOW THEREFORE, in consideration of the mutual covenants and conditions herein contained and pursuantto Government Code Sections 66485 through 66489 and Title 16 of the Lodi Municipal Code, it is hereby agreed between the parties as follows: 1. The amount of the reimbursable costs for the Improvementsdue to Applicant includes construction costs less any applicable credits plus ten percent for administrative and engineering design costs (10%), engineering plan check fees (2.0%), engineering inspectionfees (3.5%) and the reimbursement application fee. Total construction costs and costs attributable to the Benefit Area are shown on attached Exhibit B. 2. The reimbursable amount shall be recalculated annually to include an amount attributable to interest, using the Engineering News Record (ENR) 20 Cities Construction Cost Index. On uncollected reimbursements, the reimbursement reimbursement agreement(2).doc rates shall be calculated in January of each calendar year beginning January 2008 by the following formula: (ENR Jan. 1 of current year) _ (initial ENR) X (Balance due Jan. 1 of prior year less payments made during the previous year) The initial ENR index under this Agreement is 8090.06. The initial reimbursable amounts are shown on Exhibit B. 3. In the event that the benefiting propertiesshown on ExhibitA develop, City shall collect the appropriate charges from the developers of the benefiting property and reimburse Applicant or Applicant's heirs, successors or assigns, for a period of fifteen (15) years. For payment collection purposes, benefiting parcels APN 058-030-11, 058-030-12 and 058-030-13 have been segregated into a group shown as Lodi Shopping Center on Exhibit A. Total reimbursement costs for the parcels within this group shall be payable at the time of issuance of the first Public ImprovementAgreement for shopping center improvements. The charges for all other benefiting properties shall be paid in full at the time of the first development on those properties. 4. The Kettleman Lane/Westgate Drive traffic signal is assumed to have been installed in its ultimate location for the purposes of calculating the reimbursable costs covered by this Agreement. The signal installation cost has been allocated fifty percent (50%) to the Applicant and fifty percent (50%) to the Lodi Shopping Center (Parcels APN 058-030-11,058-030-12 and 058-030-13). However, if, at the time of development of the Lodi Shopping Center, the Kettleman Lane/Westgate Drive traffic signal must be relocated to accommodate that project, the current signal location will be considered temporary for the purposes of this Agreement and no reimbursement will be due to the Applicant for those costs. Adjustments to the required reimbursement will be made by City staff at the time of payment. 5. Applicant shall pay City $6,908.41 for the preparation of this Agreement prior to approval and recording of this Agreement. This cost is based on one percent (1 %) of the reimbursable construction costs, excluding engineering, administrative and other costs, with a minimum charge of $750.00. 6. Upon each collection of reimbursement charges, an administrative charge shall be deducted and retained by City for administering the reimbursement provisions of this Agreement. The adminstrative charge shall be established from time to time by resolution of the City Council. As of the date of this Agreement, the charge is $200.00. 7. This Agreement shall inure to the benefit cf the heirs, successors and assigns of Applicant. City shall mail reimbursement paymentsto the last address of Applicant on file with the Public Works Director of the City. In the event a reimbursement is returned or unclaimed after two (2) years from the date of mailing, the amount of the reimbursement shall revert to City and be deposited in the appropriate development impact mitigation fee fund maintained by City. 8. All correspondence and payments required by this Agreement shall be in writing, and delivered in person or sent by registered mail, postage prepaid. reimbursementagreement(2).doe Correspondence and payments to City shall be addressed as follows: F. Waliy Sandeiin Public Works Director 221 West Pine Street P. O. Box 3006 Lodi, CA 95241-1910 Correspondence and payments to Applicant shall be addressed as follows: Geweke Family Partnership P. O. Box 1420 Lodi. CA 95241 9. This Agreement is entered into pursuantto the provisions of Title 16 of the Lodi Municipal Code and the provisions of that section shall by reference be part of this Agreement as though fully set forth herein. The undersigned represent and warrant that they are authorized by the parties they purport to represent to execute this Agreement. IN WITNESS WHEREOF, Applicant and City have executed this Agreement as of the date first above written. Geweke Family Partnership a California Limited Partnership By: Date Name & Title: CITY OF LODI, A MUNICI PAL CORPORATION Bv: Blair King, City Manager Date ATTEST: Randi Johl, City Clerk Date APPROVED AS TO FORM: D. Stephen Schwabauer, City Attorney By: Janice D. Magdich, Deputy City Attorney 1 eimburserneot agreameng2).doc 3 Vintner's Square Affected Property Owners APN MAILING ADDRESS CITY 058-030-09 2541 Lynch Wy 027-050-01, 101 E State Route 12 027-050-02 179 E Taylor Road 027-050-03 345 E Taylor Road 027-050-10, Lodi CA 95240 027-050-12, 209 E State Route 12 027-050-24 9949 Fernwood Ave 027-050-11 2332 Rockingham Cir 027-050-15 101 E Hwy 12 027-050-16 027-050-18 027-050-19, 027-050-20 027-050-21 027-050-25 058-030-11, 058-030-13 058-030-12 027-060-01 027-060-03 027-060-05 027-060-06, 027-060-39, 027-060-08 027-060-09 027-060-10 027-060-12 027-060-13 027-060-42 027-060-27 027-060-29 027-060-35 027-400-01 027-400-02 027-400-03 029-380-05 Lodi CA 95242 Lodi CA 95242 Lodi CA 95242 SITUS 252 E State Route 12 Hwy 179 E Taylor Road 345 E Taylor Road Stockton CA 95212 306 E Taylor Road Lodi CA 95242 240 E Taylor Road 31 E State Route 12 Lodi CA 95240 Hwy 35 E State Route 12 35 E State Route 12 Hwy Lodi CA 95242 Hwy 101 E State Route 12 1440 Westgate Drive BDC Lodi III LP 101 E State Route 12 Hwy Lodi CA 95242 Hwy 209 E State Route 12 Lodi CA 95240 383 E Taylor Road 209 E State Route 12 Hwy Lodi CA 95242 Hwy 1139 E Kettleman Lane Daniel Mcneil Galt CA 95632 341 E State Route 12 Ste 200 Lodi CA 95240 Hwy 16 E Taylor Road Lodi CA 95242 16 E Taylor Road 100 Swan Wy Ste 206 Mail Stop 0555 383 E Taylor Road 810 W Elm St 441 E Taylor Road 9900 Pringle 517 E Taylor Road 1806 W Kettleman Ln 246 N Lorna 619 E Taylor Road 681 E Taylor Road 695 E Taylor Road 1213 W Lockeford St PO Box 247 621 Evergreen Dr 10100 Trinity Parkway Ste 420 PO Box 1823 Oakland CA 94621 OWNER Thomas & Carolyn Reichmuth Maxine Christesen Family LP Emma Meier Angelos Parisis Miyoko Kaba David Dollingei Bob &Judith Brown Leroy & Gladys Dollinger (Lamar & Joann Hedrick ,Geweke Family LTP PTP (Richard & Pamela Gerlack 1459 1440 Westgate Drive BDC Lodi III LP Bentonville AR 72716-0555 1600 Westgate Drive Wal Mart Real Est Business Tru Lodi CA 95240 383 E Taylor Road Merced Gutierrez Lodi CA 95240 419 E Taylor Road Steven Culbertson Lodi CA 95240 441 E Taylor Road Daniel Mcneil Galt CA 95632 453 E Taylor Road Debra Frey Lodi CA 95240 517 E Taylor Road Domingo Sanchez Lodi CA 95242 555 E Taylor Road D & B Sasaki Enterprises Inc Lodi CA 95240 589 E Taylor Road Kenneth Reiswig Lodi CA 95242 619 E Taylor Road Kenneth Roberson E Taylor Road This is not on Mapguide Lodi CA 95242 681 E Taylor Road Ben & Renee Vander Heiden Lodi CA 95242 695 E Taylor Road Randy Zapara 15401 N Lower Lodi CA 95240 Sacramento Road Dave & Kathleen Williams Acampo CA 95220 70 E Sargent Road Albert Traverso Lodi CA 95242 212 E Sargent Road DHKS Dev Co Stockton CA 95219 402 E Sargent Road WL Investors LP Lodi CA 95241 351 E Sargent Road Georgia Perlegos