HomeMy WebLinkAboutAgenda Report - May 16, 2012 C-14 PH4 AGENDA ITEMC@0'
CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Adopt Resolution Initiating Proceedingsfor the Levy and Collection of Assessments,
Resolution Approving the Annual Report, and Resolution Declaring Intentionto Levy and
Collect Assessments for the Lodi Consolidated Landscape Maintenance Assessment
District No. 2003-1 for Fiscal Year 2012/13; Set Public Hearing for June 20, 2012
MEETING DATE: May 16, 2012
PREPARED BY: PublicWorks Director
RECOMMENDED ACTION: Adopt the following resolutions and set a public hearing for June 20, 2012:
1. Initiating proceedings for the levy and collection of assessmentsfor the Lodi Consolidated
Landscape Maintenance Assessment District No. 2003-1 for Fiscal Year 2012/13
2. Approving the Annual Report for the Lodi Consolidated Landscape Maintenance Assessment
District No. 2003-1 for Fiscal Year 2012/13
3. Declaring its intention to levy and collect assessments for the Lodi Consolidated Landscape
Maintenance Assessment District No. 2003-1 for Fiscal Year 2012/13
BACKGROUND INFORMATION: Over the past nine years, the City Council has formed a total of 16 zones
of the Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1 (District). The scope of maintenance activities funded by the
District includes 1) landscape and irrigation, 2) masonry block walls, 3) street parkway trees, and 4) public
park areas. The activities and levy amounts vary by zone, as described in the City of Lodi, Lodi
Consolidated Landscape Maintenance Assessment District No. 2003-1, Annual Report (Report), Fiscal Year
2012/13 that is on file in the PublicWorks Department.
The Report includes a diagram of the District showing the area and properties proposed to be assessed;
an assessment of the estimated costs of maintenance, operations and servicing of improvements; and the
net levy upon all assessable lots and/or parcels within the District. Although each district varies in cost, the
overall cost decreased 2 percent from last year.
The action requested of the City Council is to initiate proceedings for the levy and collection of assessments
for Fiscal Year 2012/13, approve the Annual Report, to declare its intentionto levy the assessments and to
set a public hearing for June 20, 2012, to receive public comments. After the public hearing, City Council will
be asked to confirm the Final Report and order the levy and collection of the assessments.
FISCAL IMPACT: Funding for preparation of the Report is included in the assessments.
FUNDING AVAILABLE: Not applicable.
F. Wally Sandelin
PublicWorks Director
Prepared by Chris Boyer, Assistant Engineer
Attachment
W. Interim Parks, Recreation and Cultural Services Director
NBS
Deputy PublicWorks Director— Utilities
APPROVED: _
I� nradt Bartlam, � Manager
K:\WP\DEV SERV\LandscapeDistrict\FY 20012-13 Engineer's Report=etPH_1213AnnualReport.doc 4/30/2012
43NBS
helping communities
fund tomorrow
City of Lodi
Consolidated Landscape Maintenance District No. 2003-1
Fiscal Year 2012/13 Engineer's Report
June 2012
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF LODI
221 W. Pine Street
Lodi, California 95240
Phone - (209) 333-6800
Fax - (209) 333-6710
CITY COUNCIL
JoAnne Mounce, Mayor
Alan Nakanishi, Mayor Pro Tempore
Larry D. Hansen, Council Member
Bob Johnson, Council Member
Phil Katzakian, Council Member
CITY STAFF
Rad Bartlam, City Manager
Jordan Ayers, Deputy City Manager
Randi Johl, City Clerk
D. Stephen Schwabauer, City Attorney
Wally Sandelin, Public Works Director
Chris Boyer, Assistant Engineer
NBS
Greg Davidson, Client Services Director
David Schroeder, Project Manager
Nick Dayhoff, Financial Analyst
TABLE OF CONTENTS
1.
ENGINEER'S LETTER
1-1
2.
OVERVIEW
2-1
2.1 District Formation and Annexation History .................................................
2-1
2.2 Effect of Proposition 218............................................................................
2-2
3.
PLANS AND SPECIFICATIONS
3-1
4.
METHOD OF APPORTIONMENT
4-1
5.
ESTIMATE OF COSTS
5-1
5.1 Definitions...................................................................................................5-1
5.2 Zone -Specific Budgets and Reserve Information .......................................
5-2
6.
ASSESSMENT DIAGRAMS
6-1
7.
FISCAL YEAR 2012/13 ASSESSMENT ROLL
7-1
1. ENGINEER'S LETTER
WHEREAS, on May 16, 2012, the City Council ("Council') of the City of Lodi ("City"),
pursuant to the Landscaping and Lighting Act of 1972 ("Act'), adopted a resolution initiating
proceedings for the levy and collection of assessments for the Lodi Consolidated Landscape
Maintenance District No. 2003-1 ("District'), Fiscal Year 2012/13;
WHEREAS, said resolution ordered NBS Government Finance Group, DBA NBS, to prepare
and file a report, in accordance with §22567 of the Act, concerning the assessment of the estimated
costs of operating, maintaining and servicing the improvements within the District for the fiscal year
commencing July 1, 2012 and ending June 30, 2013.
NOW THEREFORE, the following assessments are made to finance the operation,
maintenance, and servicing of the improvements within the District:
DESCRIPTION
AMOUNT
Zone 1 - Total Assessment
$17,588.32
Dwelling Unit Equivalents
74
Assessment per Dwelling Unit Equivalent
$237.68
Zone 2 - Total Assessment
$27,060.18
Dwelling Unit Equivalents
133
Assessment per Dwelling Unit Equivalent
$203.46
Zone 3 - Total Assessment
$6,968.52
Dwelling Unit Equivalents
39
Assessment per Dwelling Unit Equivalent
$178.68
Zone 4 - Total Assessment
$6,743.00
Dwelling Unit Equivalents
34
Assessment per Dwelling Unit Equivalent
$198.33
Zone 5 - Total Assessment
$46,334.94
Dwelling Unit Equivalents
223
Assessment per Dwelling Unit Equivalent
$207.78
Zone 6 - Total Assessment
$19,563.20
Dwelling Unit Equivalents
80
Assessment per Dwelling Unit Equivalent
$244.54
Zone 7 - Total Assessment
$671.00
Dwelling Unit Equivalents
5
Assessment per Dwelling Unit Equivalent
$134.20
Zone 8 - Total Assessment
$6,336.58
Dwelling Unit Equivalents
17
Assessment per Dwelling Unit Equivalent
$372.74
(Continued on next page)
Lodi Consolidated Landscape Maintenance District No. 2003-1 1-1
Prepared by NBS — Fiscal Year 2012/13
DESCRIPTION
AMOUNT
Zone 9 - Total Assessment
$2,008.82
Dwelling Unit Equivalents
11
Assessment per Dwelling Unit Equivalent
$182.62
Zone 10 - Total Assessment
$906.36
Dwelling Unit Equivalents
7
Assessment per Dwelling Unit Equivalent
$129.48
Zone 11 -Total Assessment
$1,445.36
Dwelling Unit Equivalents
7
Assessment per Dwelling Unit Equivalent
$206.48
Zone 12 - Total Assessment
$1,567.84
Dwelling Unit Equivalents
8
Assessment per Dwelling Unit Equivalent
$195.98
Zone 13 - Total Assessment
$720.60
Dwelling Unit Equivalents
93.104
Assessment per Dwelling Unit Equivalent
$7.74
Zone 14 - Total Assessment
$420.24
Dwelling Unit Equivalents
17
Assessment per Dwelling Unit Equivalent
$24.72
Zone 15 - Total Assessment
$579.18
Dwelling Unit Equivalents
36.268
Assessment per Dwelling Unit Equivalent
$15.97
Zone 16 -Total Assessment
$105.96
Dwelling Unit Equivalents
8.370
Assessment per Dwelling Unit Equivalent
$12.66
I, the undersigned, respectfully submit this report and, to the best of my knowledge, information and
belief, the assessments and assessment diagrams herein have been computed and prepared in
accordance with the order of the Council.
F. Wally Sandelin, P.E., Engineer of Work
Date
Lodi Consolidated Landscape Maintenance District No. 2003-1
Prepared by NBS — Fiscal Year 2012/13
Seal
1-2
2. OVERVIEW
This report describes the District and details the assessments to be levied against the parcels therein
for Fiscal Year 2012/13. Such assessments account for all estimated direct & incidental expenses,
deficits/surpluses, revenues, and reserves associated with the operation, servicing and maintenance
of the improvements.
The word "parcel," for the purposes of this report, refers to an individual property that has been
assigned an Assessor's Parcel Number by the San Joaquin County Assessor. The San Joaquin
County Auditor -Controller uses Assessor's Parcel Numbers and specific Tax Codes to identify the
parcels assessed on the County Tax Roll within special benefit districts.
2.1 District Formation and Annexation
The District is currently comprised of 16 distinct zones within the City. New zones may be annexed
into the District if approved via property owner balloting proceedings.
ZONES 1 AND 2
A report was prepared in 2003 for Zones 1 and 2. Property owner balloting proceedings were
conducted, effective for the Fiscal Year 2004/05 assessment. After attaining property owner approval,
the City began levying and collecting these assessments on the County Tax Roll in order to provide
continuous funding for the related improvements.
ZONES 3 THROUGH 7
In 2004, separate reports were prepared for Zones 3, 4, 5 & 6, and 7. Property owner balloting
proceedings were conducted within Zones 3 and 4 for the Fiscal Year 2004/05 assessment and within
Zones 5 through 7 for the Fiscal Year 2005/06 assessment. After attaining property owner approval,
the City began levying and collecting these assessments on the County Tax Roll in order to provide
continuous funding for the related improvements.
ZONES 8 THROUGH 12
A separate report was prepared in 2005 for Zones 8 through 12. Property owner balloting
proceedings were conducted for the Fiscal Year 2005/06 assessment. After attaining property owner
approval, the City began levying and collecting these assessments on the County Tax Roll in order to
provide continuous funding for the related improvements.
ZONE 13
A separate engineer's report was prepared in 2007 for Zone 13. Property owner balloting proceedings
were conducted for the Fiscal Year 2007/08 assessment. After attaining property owner approval, the
City began levying and collecting these assessments on the County Tax Roll in order to provide
continuous funding for the related improvements.
ZONES 14 THROUGH 16
A separate engineer's report was prepared in 2008 for Zones 14 through 16. Property owner balloting
proceedings were conducted for the Fiscal Year 2008/09 assessment. Property owner approval was
attained; the City will begin levying and collecting these assessments on the County Tax Roll in order
to provide continuous funding for the related improvements.
Lodi Consolidated Landscape Maintenance District No. 2003-1 2-1
Prepared by NBS — Fiscal Year 2012/13
2.2 Effect of Proposition 218
On November 5, 1996, California voters approved Proposition 218 (Government Code commencing
with Section 53739) by a margin of 56.5% to 43.5%. The provisions of the Proposition, now a part of
the California Constitution, add substantive and procedural requirements to assessments, which
affect the City of Lodi landscape maintenance assessments.
The Act, Article XIIID of the Constitution of the State of California and the Proposition 218 Omnibus
Implementation Act are referred to collectively as the "Assessment Law".
Lodi Consolidated Landscape Maintenance District No. 2003-1 2-2
Prepared by NBS — Fiscal Year 2012/13
3. PLANS AND SPECIFICATIONS
ZONE 1 — ALMONDWOOD ESTATES
Zone 1 is comprised of the Almondwood Estates subdivision; the facilities within Zone 1 that will be
operated, serviced and maintained are generally described as follows:
A. A masonry wall and 13.5' wide landscaping area along the east side
of Stockton Street from the project's north boundary to Almond Drive,
including the angled corner section at Elgin Avenue, approximately
1220 linear feet.
B. A masonry wall and 13.5' wide landscaping area along the north side
of Almond Drive from the project's east boundary westerly to
Stockton Street, including the angled corner sections at Blackbird
Place and Stockton Street, approximately 340 linear feet.
C. Street parkway trees located within the public street within the Zone
1 boundary.
D. Public park land area of 0.5661 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 1 consists of a 74 -lot low density residential development located in the southeastern portion of
the City.
Zone 1 includes 74 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 1 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by the Zone 1 shall be filed with the City and will be incorporated into this report by
reference.
ZONE 2 — CENTURY MEADOWS ONE, UNITS 2 & 3
Zone 2 is comprised of Century Meadows One, Units 2 & 3 the facilities within Zone 2 that will be
operated, serviced and maintained are generally described as follows:
A. A masonry wall and 13.5' wide landscaping area along the north side
of Harney Lane from the project's east boundary to the west
boundary, including the 2 angled corner sections at Poppy Drive,
approximately 1200 linear feet.
B. Street parkway trees located within the public street within the Zone 2
boundary.
C. Public park land area of 1.01745 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 2 consists of a 133 -lot low density residential development located in the south-central portion
of the City.
Zone 2 includes 133 Dwelling Unit Equivalents.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-1
Prepared by NBS — Fiscal Year 2012/13
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 2 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 2 shall be filed with the City and will be incorporated into this report by
reference.
ZONE 3 — MILLSBRIDGE II
Zone 3 is comprised of Millsbridge II; the facilities within Zone 3 that will be operated, serviced and
maintained are generally described as follows:
A. Street parkway trees located within the public street within the Zone 3
boundary.
B. Public park land area of 0.30 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
one thousand persons served.
Zone 3 consists of a 39 -lot residential development located in the southwestern portion of the City.
Zone 3 includes 39 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for the Zone 3 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 3 shall be filed with the City and will be incorporated into this report
by reference.
ZONE 4 — ALMOND NORTH
Zone 4 is comprised of the Almond North subdivision; the facilities within Zone 4 that will be operated,
serviced and maintained are generally described as follows:
A. Street parkway trees located within the public street within the Zone 4
boundary.
B. Public park land area of 0.26 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
one thousand persons served.
Zone 4 consists of a 28 -lot residential development, including 6 potential duplex lots and is located in
the southeastern portion of the City.
Zone 4 includes a maximum of 34 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 4 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 4 shall be filed with the City and will be incorporated into this report by
reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-2
Prepared by NBS — Fiscal Year 2012/13
ZONE 5 — LEGACY ESTATES I & II AND KIRST ESTATES
Zone 5 is comprised of Legacy Estates I, Legacy Estates II and Kirst Estates; the facilities within
Legacy Estates I of Zone 5 that will be operated, serviced and maintained are generally described as
follows:
A. A masonry wall and 13.5' wide landscaping strip, divided by a 4 -foot
wide meandering sidewalk, along the north side of Harney Lane at the
back of lots 10-24 of Legacy Estates I, approximately 950 linear feet.
B. Street parkway trees located within the public street within the Zone 5
boundary.
C. Public park land area of 0.589 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
thousand persons served.
The improvements within Legacy Estates II of Zone 5 that will be operated, serviced and maintained
are generally described as follows:
A. A masonry wall and 13.5' wide landscaping strip, divided by a 4 -foot
wide meandering sidewalk, along the west side of Mills Avenue from
the project's southern boundary on Mills Avenue to the intersection of
Wyndham Way, approximately 590 linear feet.
B. A masonry wall and 13.5' wide landscaping strip, divided by a 4 -foot
wide meandering sidewalk, along the north side of Harney Lane at the
back of lots 69-77 of Legacy Estates 11, approximately 525 linear feet.
C. Street parkway trees located within the public street within the Zone 5
boundary.
D. Public park land area of 1.07 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
thousand persons served.
The facilities within Kirst Estates of Zone 5 that will be operated, serviced and maintained are
generally described as follows:
A. Street parkway trees located within the public street within the Zone 5
boundary.
B. Public park land area of 0.0459 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
thousand persons served.
Zone 5 consists of a 77 -lot residential development (Legacy Estates 1), a 140 -lot residential
development (Legacy Estates II) and a 6 -lot residential development (Kirst Estates) located in the
southwestern portion of the City. Each lot benefits equally from the facilities within Zone 5.
Zone 5 includes 223 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 5 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 5 shall be filed with the City and will be incorporated into this report by
reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-3
Prepared by NBS — Fiscal Year 2012/13
ZONE 6 — THE VILLAS
Zone 6 is comprised of The Villas subdivision; the facilities within Zone 6 that will be operated
serviced and maintained are generally described as follows:
A. A masonry wall and 8.5' wide landscaping area along the east side of
Panzani Way from the project's south boundary to the intersection of
Porta Rosa Drive, approximately 120 linear feet.
B. A masonry wall and 27.5 to 43.0 -foot variable width landscaping strip,
divided by a 4 -foot wide meandering sidewalk, along the north side of
Harney Lane from Panzani Way to the frontage road, approximately
425 linear feet.
C. A masonry wall and 15.0 to 44.0 -foot variable width landscaping strip,
divided by a 4 -foot wide meandering sidewalk, along the west of the
frontage road and the east side of San Martino Way from Harney
Lane to the project's north boundary, approximately 700 linear feet.
D. Ten 24 -foot wide, common access driveways dispersed throughout
the residential area, approximately 1200 linear feet.
E. Parcel B, between lots 1 and 50, a variable width landscaping strip,
approximately 250 linear feet.
F. Street parkway trees located within the public street within the Zone 6
boundary.
G. Public park land area of 0.748 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
thousand persons served.
Zone 6 consists of an 80 -lot residential development located in the southeastern portion of the City.
Zone 6 includes 80 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 6 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 6 shall be filed with the City and will be incorporated into this report by
reference.
ZONE 7 — WOODLAKE MEADOWS
Zone 7 is comprised of Woodlake Meadows; the facilities within Zone 7 that will be operated, serviced
and maintained are generally described as follows:
A. Public park land area of 0.0468 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
one thousand persons served.
Zone 7 consists of a 5 -lot residential development located in the northwestern portion of the City.
Zone 7 includes 5 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 7 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 7 shall be filed with the City and will be incorporated into this report by
reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-4
Prepared by NBS — Fiscal Year 2012/13
ZONE 8 — VINTAGE OAKS
Zone 8 is comprised of the Vintage Oaks Subdivision and the adjacent parcel to the north (APN 058-
230-05); the facilities within Zone 8 that will be operated, serviced and maintained are generally
described as follows:
A. A masonry wall and 13.5' wide landscaping strip, including a 4 -foot
wide sidewalk, extending north and south of the future Vintage Oaks
Court along the east side of S. Lower Sacramento Road for a total
distance of approximately 252 linear feet.
B. A 9.5' wide landscaping strip in the east half of the Lower Sacramento
Road median, west of the Zone 8 boundary.
C. Street parkway trees located within the public street (Vintage Oaks
Court) within the Zone 8 boundary.
D. Public park land area of 0.13005 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 8 consists of a 17 -lot low-density residential development (Vintage Oaks) and a 2 -lot low-
density residential development (APN 058-230-05) bounded by DeBenedetti Park (APN 058-230-05)
to the North, the Sunnyside Estates development to the South, Ellerth E. Larson Elementary School
to the East and Lower Sacramento Road to the West.
Zone 8 includes 17 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 8 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 8 shall be filed with the City and will be incorporated into this report by
reference.
ZONE 9 — INTERLAKE SQUARE
Zone 9 is comprised of the Interlake Square Subdivision; the facilities within Zone 9 that will be
operated, serviced and maintained are generally described as follows:
A. Street parkway trees located within the public rights-of-way of School
Street and Park Street within the Zone 9 boundary.
B. Public park land area of 0.08415 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 9 consists of an 11 -lot low-density residential development (Interlake Square) located north of
Park Street, generally south of Sierra Vista Place, east of South School Street and generally west of
Sacramento Street.
Zone 9 includes 11 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 9 was held and ballots
were tabulated at a public hearing where the property owners approved the new assessment. As this
project is developed, plans and specifications for the amenity improvements to be maintained by the
funds generated by Zone 9 shall be filed with the City and will be incorporated into this report by
reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-5
Prepared by NBS — Fiscal Year 2012/13
ZONE 10 — LAKESHORE PROPERTIES
Zone 10 is comprised of the Lakeshore Properties subdivision; the facilities within Zone 10 that will be
operated, serviced and maintained are generally described as follows:
A. Public park land area of 0.05355 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per one thousand persons served.
Zone 10 consists of a 7 -lot low-density residential development (Lakeshore Properties) located on the
southwest corner of the Lakeshore Drive/Tienda Drive intersection within the City.
Zone 10 includes 7 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 10 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 10 shall be filed with the City and will be incorporated into this report
by reference.
ZONE 11 —TATE PROPERTY
Zone 11 is comprised of the Tate Property development; the facilities within Zone 11 of the District
that will be operated, serviced and maintained are generally described as follows:
A. A masonry wall and 13.5' wide landscaping strip, divided by a 4 -foot
wide meandering sidewalk, along the north side of Harney Lane,
immediately east of Legacy Way, approximately 140 linear feet.
B. Street parkway trees located within the public street (Legacy Way)
within the Zone 11 boundary.
C. Public park land area of 0.05355 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 11 consists of a 1 -lot low-density residential development located in the northeast corner of the
Harney Lane/Legacy Way intersection within the City.
Zone 11 includes 7 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 11 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 11 shall be filed with the City and will be incorporated into this report
by reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-6
Prepared by NBS — Fiscal Year 2012/13
ZONE 12 — WINCHESTER WOODS
Zone 12 is comprised of the Winchester Woods subdivision; the facilities within Zone 12 that will be
operated, serviced and maintained are generally described as follows:
A. Public park land area of 0.0748 acres in size equivalent to the current
level of service standard for park area within the City of 3.4 acres per
one thousand persons served.
Zone 12 consists of an 8 -lot medium -density residential development located generally south of
Wimbledon Drive, east of The Oaks apartment complex (APN 060-220-29) and west of Winchester
Drive in the southeasterly portion of the City.
Zone 12 includes 8 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 12 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 12 shall be filed with the City and will be incorporated into this report
by reference.
ZONE 13 — GUILD AVENUE INDUSTRIAL
Zone 13 is comprised of 8 industrial zoned parcels; the facilities within Zone 13 that will be operated,
serviced and maintained are generally described as follows:
A. A traffic signal at the intersection of Highway 12 (Victor Road) and
Guild Avenue.
B. A 15.0 foot irrigated, landscaped strip in a 16.0 foot median in Victor
Road (Highway 12) south of the Zone 13 boundary, extending west
from the current City limits for a distance of 700 feet.
C. A 28.5 foot irrigated landscape strip on the north side of Victor Road
(Highway 12), extending westerly from the current City limits to 231
feet west of the Guild Avenue intersection centerline and having a
total length of 1,485 feet.
D. Street sweeping along the north and south side of Victor Road
(Highway 12) and along the median and curbing from 231 feet west
of the Guild Avenue intersection centerline to the current City limits.
Zone 13 consists of 8 industrial parcels located on Guild Avenue, north of Lockeford Street. The
benefit from facilities within Zone 13 for each lot has been determined based on an acreage basis.
Zone 13 includes 93.104 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 13 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 13 shall be filed with the City and will be incorporated into this report
by reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-7
Prepared by NBS — Fiscal Year 2012/13
ZONE 14 — LUCA PLACE
Zone 14 is comprised of the Luca Place subdivision; the facilities within Zone 14 that will be operated,
serviced, maintained and improved are generally described as follows:
A. A 6.5 -foot irrigated landscape strip in the east half of the Westgate
Drive median, west of the Zone 14 boundary.
B. Street parkway trees located within the public street (Westgate
Drive), within the Zone 14 boundary.
C. Public park land area of 0.15895 acres in size equivalent to the
current level of service standard for park area within the City of 3.4
acres per thousand persons served.
Zone 14 consists of a 17 -lot, medium -density, residential development (Luca Place) bounded by
Vintner's Square shopping center to the north, east and south and Westgate Drive to the west. Each
lot benefits equally from the facilities within Zone 14.
When subdivided, Zone 14 will include 17 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 14 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 14 shall be filed with the City and will be incorporated into this report
by reference.
ZONE 15 — GUILD AVENUE INDUSTRIAL
Zone 15 is comprised of 4 industrial zoned parcels; the facilities within Zone 15 that will be operated,
serviced, maintained and improved are generally described as follows:
A. A traffic signal at the intersection of Highway 12 (Victor Road) and
Guild Avenue.
B. A 15.0 foot irrigated, landscaped strip in a 16.0 foot median in Victor
Road (Highway 12) south of the Zone 15 boundary, extending west
from the current City limits for a distance of 700 feet.
C. A 28.5 foot irrigated landscape strip on the north side of Victor Road
(Highway 12), extending westerly from the current City limits to 231
feet west of the Guild Avenue intersection centerline and having a
total length of 1,485 feet.
D. Street sweeping along the north and south side of Victor Road
(Highway 12) and along the median and curbing from 231 feet west of
the Guild Avenue intersection centerline to the current City limits.
Zone 15 consists of 4 industrial zoned parcels, 3 located on Guild Avenue, north of Lockeford Street
and 1 located on Victor Road, east of Guild Avenue. The benefit from facilities within Zone 15 for
each lot has been determined based on an acreage basis.
Zone 15 includes 36.268 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 15 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 15 shall be filed with the City and will be incorporated into this report
by reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-8
Prepared by NBS — Fiscal Year 2012/13
ZONE 16 — WEST KETTLEMAN LANE COMMERCIAL
Zone 16 is comprised of 2 commercial office parcels; the facilities within Zone 16 that will be
operated, serviced, maintained and improved are generally described as follows:
A. A variable width (15 to 18 feet) irrigated, landscaped strip in the
segmented median in W. Kettleman Lane (Highway 12) extending west
from Ham Lane to Westgate Drive and having a total landscaped area
of 36,505 square feet.
B. A variable width (12 to 20 feet) irrigated landscape strip in the
segmented median in Lower Sacramento Road extending south from
the north boundary of parcel APN 027-410-06 (2429 W. Kettleman
Lane) to the south boundary of APN 058-030-13 (1551 S. Lower
Sacramento Road) and having a total landscaped area of 13,490
square feet.
Zone 16 consists of 2 commercial office parcels located on W. Kettleman Lane, west of Lakeshore
Drive and east of Mills Avenue. The benefit from facilities within Zone 16 for each lot has been
determined based on an acreage and land use basis.
Zone 16 includes 8.37 Dwelling Unit Equivalents.
In compliance with Proposition 218, an Assessment Ballot procedure for Zone 16 was held and
ballots were tabulated at a public hearing where the property owners approved the new assessment.
As this project is developed, plans and specifications for the amenity improvements to be maintained
by the funds generated by Zone 16 shall be filed with the City and will be incorporated into this report
by reference.
Lodi Consolidated Landscape Maintenance District No. 2003-1 3-9
Prepared by NBS — Fiscal Year 2012/13
4. METHOD OF APPORTIONMENT
Pursuant to the Act, the net amounts to be assessed are apportioned by a formula or method that
fairly distributes the net amount to be assessed among all parcels in proportion to benefits received
from the improvements. The provisions of Article XIIIC and XIIID of the California Constitution
(Proposition 218) require the agency to separate the general benefit from special benefit, whereas
only special benefits may be assessed.
IMPROVEMENT BENEFIT FINDINGS
The assessments outlined in Section 5 of this report are proposed to cover the estimated costs of
providing all necessary service, operation, administration, and maintenance for each zone within the
District. It has been determined that each assessable parcel within the District receives proportional
special benefits from the improvements. The improvements were constructed and installed for the
benefit of the parcels within the District in connection with their development; each parcel's relatively
similar proximity to the improvements necessitates similar proportionate benefit allocation. Each
parcel that receives special benefit from the improvements is assessed.
SPECIAL BENEFITS
The method of apportionment is based on the premise that each of the assessed parcels within the
District receives special benefit from the improvements maintained and financed by District
assessments. Specifically, the assessments associated with each zone are outlined in Section 5 of
this report.
DESCRIPTION OF THE METHOD OF APPORTIONMENT
The District provides operation, service, and maintenance to all the specific local improvements and
associated appurtenances located within the public right-of-ways in each of the various zones
throughout the District. The annual assessments are based on the historical and estimated cost to
operate, to service and to maintain the improvements that provide a special benefit to parcels within
the District. The various improvements within each zone are identified and budgeted separately,
including all expenditures, deficits, surpluses, revenues and reserves.
The assessments outlined in this section represent the proportionate special benefit to each property
within the District and the basis of calculating each parcel's proportionate share of the annual costs
associated with the improvements. The costs associated with the maintenance and operation of
special benefit improvements shall be collected through annual assessments from each parcel
receiving such benefit. The funds collected shall be dispersed and used for only the services and
operation provided to the District.
The basis of determining each parcel's special benefit utilizes a weighting formula commonly known
as a Dwelling Unit Equivalent (DUE). The developed single-family residential parcel is used as the
base -unit for the calculation of assessments and is defined as 1.00 DUE. All other property types are
assigned a DUE that reflects their proportional special benefit from the improvements as compared to
the single-family residential parcel (weighted comparison).
To determine the DUE for multi -family residential (3 or more units), industrial, commercial or office
parcels, a Benefit Unit Factor (BUF) is assigned to each property type. The assigned BUF multiplied
by the parcel's specific acreage determines the DUE.
Lodi Consolidated Landscape Maintenance District No. 2003-1 4-1
Prepared by NBS — Fiscal Year 2012/13
The following table provides a listing of the various land use types and the corresponding BUF used
to calculate a parcel's DUE and proportionate benefit:
PROPERTY TYPE
BENEFIT UNIT FACTOR
Single Family Residential
1.00 per Property
Multi-Family Residential (Duplex)
2.00 per Property
Multi -Family Residential 3 or more units
5.00 per Acre
Commercial or Office
For the First 7.5 Acres
5.00 per Acre
For the Next 7.5 Acres
2.50 per Acre
For All Acreage Over 15.0 Acres
1.25 per Acre
Industrial
4.00 per Acre
Exempt
Not Applicable
Other
Case -by -Case
Exempt — Certain parcels, because of use, size, shape, or state of development, may be assigned a
zero DUE, which will consequently result in a zero assessment for those parcels for that fiscal year.
All parcels having such a zero DUE for the previous fiscal year shall annually be reconsidered to
determine if the reason for assigning the zero DUE is still valid for the next fiscal year. Parcels which
may be expected to have a zero DUE assigned are typically parcels which are all, or nearly all,
publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or
used for public utilities, public parks, public schools, and remainder parcels too small or narrow for
reasonable residential or commercial use, unless actually in use.
Area Adjustments — Parcels which have an assessment determined by area and which have a
portion of the parcel occupied by public or public utility uses separate from the entitled use and
located in easements, prior to the multiplication by the DUE, shall have the area of the parcel
adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This
reduction shall not apply for normal peripheral and interior lot line public utility easements generally
existing over the whole subdivision.
As previously noted, the District is comprised of several distinct zones. These zones encompass
specific developments where the parcels receive a direct and special benefit from the operation,
service, and maintenance of the related improvements. The basis of benefit and proportionate
assessment for all parcels within the District is established by each parcel's calculated DUE and their
proportionate share of the improvement costs based on their proportionate DUE within the zone. The
method used to calculate the assessment for each zone is as follows:
Total Estimated Costs / Total DUE (Zone) = Assessment per DUE
Assessment per DUE x Total DUE per Parcel = Assessment per Parcel
Lodi Consolidated Landscape Maintenance District No. 2003-1 4-2
Prepared by NBS — Fiscal Year 2012/13
ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to
the passage of Proposition 218, legislative changes in the Article XIIID of the Constitution of the State
of California defined the definition of "new or increased assessment" to exclude certain conditions.
These conditions included "any assessment that does not exceed an assessment formula or range of
assessments previously adopted by the agency or approved by the voters in the area where the
assessment is imposed." This definition and conditions were later confirmed through SB919
(Proposition 218 implementing legislation).
The purpose of establishing an assessment range formula is to provide for reasonable increases and
inflationary adjustments to annual assessments without requiring costly noticing and mailing
procedures, which could add to the District costs and assessments. As part of the District's proposed
assessment for Fiscal Year 2003/04, Fiscal Year 2004/05, Fiscal Year 2005/06, Fiscal Year 2007/08
and Fiscal Year 2008/09 balloting of property owners was required, pursuant to Proposition 218. The
property owner ballots included an assessment to be approved, as well as the approval of an
assessment range formula. Property owners within the District approved the proposed assessment
and the assessment range formula.
The assessment range formula shall be applied to all future assessments within the District.
Generally, if the proposed annual assessment for the current fiscal year is less than or equal to the
maximum assessment (or adjusted maximum assessment), then the proposed annual assessment is
not considered an increased assessment. The maximum assessment is equal to the initial
Assessment approved by property owners adjusted annually by the following criteria:
1. Beginning in the second fiscal year, and each fiscal year thereafter, the maximum
assessment will be recalculated annually.
2. The new adjusted maximum assessment for the year represents the prior year's maximum
assessment adjusted by the greater of:
(a) 5%, or
(b) The annual increase in the CPI.
Each year the annual increase in the CPI shall be computed. For Fiscal Year 2012/13, the increase in
CPI is the percentage difference between the CPI of December 2011 and the CPI for the previous
December, as provided and established by the Bureau of Labor Statistics (FY 2012/13 CPI increase
is 2.93%). This percentage difference shall then establish the allowed increase based on CPI. The
index used shall be all urban consumers for the San Francisco -Oakland -San Jose area. Should the
Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City
shall use the revised index or comparable system as approved by the Council for determining
fluctuations in the cost of living.
If CPI is less than 5%, then the allowable adjustment to the maximum assessment is 5%. If CPI is
greater than 5%, then the allowable adjustment to the maximum assessment is based on CPI. The
maximum assessment is adjusted annually and is calculated independent of the District's annual
budget and proposed annual assessment. Any proposed annual assessment (rate per DUE) less
than or equal to this maximum assessment is not considered an increased assessment, even if the
proposed assessment is greater than the assessment applied in the prior fiscal year.
Lodi Consolidated Landscape Maintenance District No. 2003-1 4-3
Prepared by NBS — Fiscal Year 2012/13
The following table illustrates how the assessment range formula shall be applied:
For example, if the percentage change in CPI is greater than 5%, as in Example 1, then the
percentage adjustment to the maximum assessment will be by CPI. If the percentage change in CPI
is less than 5%, as in Example 2, then the percentage adjustment to the maximum assessment will
be 5%.
As previously illustrated, the maximum assessment will be recalculated and adjusted annually.
However, the Council may reduce or freeze the maximum assessment at any time by amending the
annual engineer's report.
Although the maximum assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The maximum assessment adjustment is designed to establish a
reasonable limit on District assessments. The maximum assessment calculated each year does not
require or facilitate an increase to the annual assessment and neither does it restrict assessments to
the adjustment maximum amount. If the budget and assessments for the fiscal year do not require an
increase, or the increase is less than the adjusted maximum assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted maximum assessment then
the assessment is considered an increased assessment. In order to impose an increased
assessment, the Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c
of the California Constitution). Proposition 218 requires a public hearing and certain protest
procedures including mailed notice of the public hearing and property owner protest balloting.
Property owners, through the balloting process, must approve the proposed assessment increase. If
the proposed assessment is approved, then a new maximum assessment is established for the
District. If the proposed assessment is not approved, the Council may not levy an assessment greater
than the adjusted maximum assessment previously established for the District.
Lodi Consolidated Landscape Maintenance District No. 2003-1 4-4
Prepared by NBS — Fiscal Year 2012/13
Max % Increase
Prior Year
Increase
New Max
CPI %
5.00%
Without Re-
Max Rate
Per
Rate Per
Example
Increase
Increase
Balloting
Per DUE
DUE
DUE
1
5.25%
5.00%
5.25%
$403.00
$21.16
$424.16
2
3.44%
5.00%
5.00%
$403.00
$20.15
1423.15
For example, if the percentage change in CPI is greater than 5%, as in Example 1, then the
percentage adjustment to the maximum assessment will be by CPI. If the percentage change in CPI
is less than 5%, as in Example 2, then the percentage adjustment to the maximum assessment will
be 5%.
As previously illustrated, the maximum assessment will be recalculated and adjusted annually.
However, the Council may reduce or freeze the maximum assessment at any time by amending the
annual engineer's report.
Although the maximum assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The maximum assessment adjustment is designed to establish a
reasonable limit on District assessments. The maximum assessment calculated each year does not
require or facilitate an increase to the annual assessment and neither does it restrict assessments to
the adjustment maximum amount. If the budget and assessments for the fiscal year do not require an
increase, or the increase is less than the adjusted maximum assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted maximum assessment then
the assessment is considered an increased assessment. In order to impose an increased
assessment, the Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c
of the California Constitution). Proposition 218 requires a public hearing and certain protest
procedures including mailed notice of the public hearing and property owner protest balloting.
Property owners, through the balloting process, must approve the proposed assessment increase. If
the proposed assessment is approved, then a new maximum assessment is established for the
District. If the proposed assessment is not approved, the Council may not levy an assessment greater
than the adjusted maximum assessment previously established for the District.
Lodi Consolidated Landscape Maintenance District No. 2003-1 4-4
Prepared by NBS — Fiscal Year 2012/13
5. ESTIMATE OF COSTS
5.1 Definitions
Definitions of maintenance items, words and phrases are shown below:
Fiscal Year — One year period of time beginning July 1 of a given year and ending June 30 of the
following year.
Landscape Maintenance Labor — The estimated labor costs of maintaining and servicing the trees,
shrubs, turf and ground cover areas within the District.
Maintenance Materials & Supplies — The estimated cost of materials necessary for maintaining,
cleaning and servicing the landscaped areas and parklands within the District.
Irrigation Water — The cost of water used for irrigating the landscaping improvements of the District.
Utilities — The cost of electricity used for irrigation within the District.
Equipment Maintenance & Operation — The cost of materials and labor necessary for maintaining,
repairing, and operating equipment (includes vehicles, benches, playground equipment, graffiti and
litter removal, etc.) used for all aspects of maintenance in the District.
Maintenance Personnel — The estimated cost for personnel to perform maintenance duties within
the District.
Contract Maintenance — The estimated cost of performing contracted maintenance within the
District.
Consultant — Costs associated with outside consultant fees in order to comply with Assessment Law
and placement of assessment onto the San Joaquin County Tax Roll each year.
County Administration — Costs of the County of San Joaquin related to the placement of
assessments on the tax roll each year.
Insurance — The estimated costs to provide insurance for District personnel and staff.
Contingencies — An amount of 50% of the maintenance costs may be included to build a Reserve
and Contingency Fund. The Act allows the assessments to "...include a reserve which shall not
exceed the estimated costs of maintenance and servicing to December 10th of the fiscal year, or
whenever the city expects to receive its apportionment of special assessments and tax collections
from the county, whichever is later."
Total Dwelling Unit Equivalents — Dwelling Unit Equivalent (DUE) is a numeric value calculated for
each parcel based on the parcel's land use. The DUE shown in the District/Zone budget represents
the sum total of all parcels' DUE that receive benefit from the improvements. Refer to Section 4 for a
more complete description of DUE.
Assessment per DUE — This amount represents the rate being applied to each parcel's individual
DUE. The Assessment per Dwelling Unit Equivalent is the result of dividing the total Balance to Levy,
by the sum of the District DUEs, for the Fiscal Year. This amount is always rounded down to the
nearest even penny for tax bill purposes.
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-1
Prepared by NBS — Fiscal Year 2012/13
5.2 Zone -Specific Budgets and Reserve Information
ZONE 1 — ALMONDWOOD ESTATES
Fiscal Year 2012/13 Budget
DESCRIPTION
AMOUNT
Operation Costs
$3,600.00
Landscape
$5,514.90
Masonry Block Walls
500.00
Street Trees
1,314.59
Park Maintenance
6,430.43
Total Operation Costs
$13,759.92
Administration Costs
$20,100.00
Consultant
$2,166.26
Publication
141.39
City Administration Fee
1,325.83
County Administration Fee
194.95
Total Administration Costs
$3,828.43
Total Estimated Costs
$17,588.35
Contribution to Reserves
0.00
Rounding Adjustment
(0.031
Total Assessment
$17,588.32
Fiscal Year 2012113 Maximum Assessment
$44,060.68
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$3,600.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$3,600.00
Wall Reserve — June 30, 2012
$16,500.00
Contribution to Wall Reserve
0.00
Estimated Wall Reserve — June 30, 2013
$16,500.00
Total Estimated Reserve — June 30, 2013
$20,100.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-2
Prepared by NBS — Fiscal Year 2012/13
ZONE 2 — CENTURY MEADOWS ONE, UNIT 2 & 3
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$3,500.00
Landscape
$5,666.39
Masonry Block Walls
500.00
Street Trees
3,422.47
Park Maintenance
11.557.40
Total Operation Costs
$21,146.26
Administration Costs
$23,500.00
Consultant
$3,329.11
Publication
254.12
City Administration Fee
2,037.54
County Administration Fee
292.52
Total Administration Costs
$5,913.29
Total Estimated Costs
$27,059.55
Contribution to Reserves
0.00
Rounding Adjustment
0.63
Total Assessment
$27,060.18
Fiscal Year 2012113 Maximum Assessment
$59,932.98
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$3,500.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$3,500.00
Wall Reserve — June 30, 2012
$20,000.00
Contribution to Wall Reserve
0.00
Estimated Wall Reserve — June 30, 2013
$20,000.00
Total Estimated Reserve — June 30, 2013
$23,500.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-3
Prepared by NBS — Fiscal Year 2012/13
ZONE 3 — MILLSBRIDGE II
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$3,000.00
Landscape
$460.30
Street Trees
713.96
Park Maintenance
3,389.01
Total Operation Costs
$4,563.27
Administration Costs
Consultant
$718.41
Publication
74.52
City Administration Fee
439.69
County Administration Fee
62.05
Teeter Buy Out
610.50
Total Administration Costs
$1,905.17
Total Estimated Costs
$6,468.44
Contribution to Reserves
500.00
Rounding Adjustment
0.08
Total Assessment
$6,968.52
Fiscal Year 2012113 Maximum Assessment
$18,134.29
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$3,000.00
Contribution to Landscape Reserve
500.00
Estimated Landscape Reserve — June 30, 2013
$3,500.00
Total Estimated Reserve — June 30, 2013
$3,500.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-4
Prepared by NBS — Fiscal Year 2012/13
ZONE 4 — ALMOND NORTH
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$2,500.00
Landscape
$1,308.25
Street Trees
475.97
Park Maintenance
2,954.52
Total Operation Costs
$4,738.74
Administration Costs
Consultant
$746.03
Publication
64.96
City Administration Fee
456.60
County Administration Fee
64.34
Teeter Buy Out
172.50
Total Administration Costs
$1,504.43
Total Estimated Costs
$6,243.17
Contribution to Reserves
500.00
Rounding Adjustment
0.17
Total Assessment
$6,743.00
Fiscal Year 2012113 Maximum Assessment
$16,225.42
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$2,500.00
Contribution to Landscape Reserve
500.00
Estimated Landscape Reserve — June 30, 2013
$3,000.00
Total Estimated Reserve — June 30, 2013
$3,000.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-5
Prepared by NBS — Fiscal Year 2012/13
ZONE 5 — LEGACY ESTATES I & II AND KIRST ESTATES
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$4,200.00
Landscape
$9,235.79
Masonry Block Walls
500.00
Street Trees
4,555.73
Park Maintenance
19.378.19
Total Operation Costs
$33,669.71
Administration Costs
$13,200.00
Consultant
$5,300.72
Publication
426.08
City Administration Fee
3,244.23
County Administration Fee
430.88
2.265.50
Total Administration Costs
$11,667.41
Total Estimated Costs
$45,337.12
Contribution to Reserves
1,000.00
Rounding Adjustment
2.18
Total Assessment
$46,334.94
Fiscal Year 2012113 Maximum Assessment
$75,778.69
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$4,200.00
Contribution to Landscape Reserve
500.00
Estimated Landscape Reserve — June 30, 2013
$4,700.00
Wall Reserve — June 30, 2012
$8,000.00
Contribution to Wall Reserve
500.00
Estimated Wall Reserve — June 30, 2013
$8,500.00
Total Estimated Reserve — June 30, 2013
$13,200.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-6
Prepared by NBS — Fiscal Year 2012/13
ZONE 6 — THE VILLAS
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$5,800.00
Landscape
$6,643.04
Masonry Block Walls
800.00
Street Trees
906.61
Park Maintenance
6.951.82
Total Operation Costs
$15,301.47
Administration Costs
$23,900.00
Consultant
$2,408.95
Publication
152.85
City Administration Fee
1,474.37
County Administration Fee
226.08
Total Administration Costs
$4,262.25
Total Estimated Costs
$19,563.72
Contribution to Reserves
0.00
Rounding Adjustment
0.52
Total Assessment
$19,563.20
Fiscal Year 2012113 Maximum Assessment
$61,934.93
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$5,800.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$5,800.00
Wall Reserve — June 30, 2012
$18,100.00
Contribution to Wall Reserve
0.00
Estimated Wall Reserve — June 30, 2013
$18,100.00
Total Estimated Reserve — June 30, 2013
$23,900.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-7
Prepared by NBS — Fiscal Year 2012/13
ZONE 7 — WOODLAKE MEADOWS
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$0.00
Landscape
$43.45
Park Maintenance
434.49
Total Operation Costs
$ 477.94
Administration Costs
Consultant
$75.24
Publication
9.55
City Administration Fee
46.05
County Administration Fee
5.98
Teeter Buy Out
56.25
Total Administration Costs
$ 193.07
Total Estimated Costs
$ 671.01
Contribution to Reserves
0.00
Rounding Adjustment
0.01
Total Assessment
$671.00
Fiscal Year 2012113 Maximum Assessment
$1,278.00
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$0.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$0.00
Total Estimated Reserve — June 30, 2013
$0.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-8
Prepared by NBS — Fiscal Year 2012/13
ZONE 8 — VINTAGE OAKS
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$2,456.89
Landscape
$2,949.39
Masonry Block Walls
300.00
Street Trees
260.65
Park Maintenance
1,477.26
Total Operation Costs
$4,987.30
Administration Costs
$4,591.89
Consultant
$785.17
Publication
32.48
City Administration Fee
480.55
County Administration Fee
51.00
Total Administration Costs
$1,349.20
Total Estimated Costs
$6,336.50
Contribution to Reserves
0.00
Rounding Adjustment
0.08
Total Assessment
$6,336.58
Fiscal Year 2012113 Maximum Assessment
$9,493.24
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$2,456.89
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$2,456.89
Wall Reserve — June 30, 2012
$2,135.00
Contribution to Wall Reserve
0.00
Estimated Wall Reserve — June 30, 2013
$2,135.00
Total Estimated Reserve — June 30, 2013
$4,591.89
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-9
Prepared by NBS — Fiscal Year 2012/13
ZONE 9 — INTERLAKE SQUARE
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$0.00
Landscape
$108.05
Street Trees
124.66
Park Maintenance
955.88
Total Operation Costs
$1,188.59
Administration Costs
Consultant
$187.12
Publication
21.02
City Administration Fee
114.53
County Administration Fee
14.80
Teeter Buy Out
482.75
Total Administration Costs
$820.22
Total Estimated Costs
$2,008.81
Contribution to Reserves
0.00
Rounding Adjustment
0.01
Total Assessment
$2,008.82
Fiscal Year 2012113 Maximum Assessment
$2,924.09
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$0.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$0.00
Total Estimated Reserve — June 30, 2013
$0.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-10
Prepared by NBS — Fiscal Year 2012/13
ZONE 10 — LAKESHORE PROPERTIES
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$0.00
Landscape
$60.83
Park Maintenance
608.28
Total Operation Costs
$669.11
Administration Costs
Consultant
$105.34
Publication
13.37
City Administration Fee
64.47
County Administration Fee
8.35
Teeter Buy Out
45.75
Total Administration Costs
$237.28
Total Estimated Costs
$906.39
Contribution to Reserves
0.00
Rounding Adjustment
0.03
Total Assessment
$906.36
Fiscal Year 2012113 Maximum Assessment
$1,562.55
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$0.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$0.00
Total Estimated Reserve — June 30, 2013
$0.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-11
Prepared by NBS — Fiscal Year 2012/13
ZONE 11 —TATE PROPERTY
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$39.00
Landscape
$374.77
Masonry Block Walls
100.00
Street Trees
56.66
Park Maintenance
608.28
Total Operation Costs
$1,139.71
Administration Costs
$137.00
Consultant
$179.43
Publication
13.37
City Administration Fee
109.82
County Administration Fee
3.00
Total Administration Costs
$305.62
Total Estimated Costs
$1,445.33
Contribution to Reserves
0.00
Rounding Adjustment
0.03
Total Assessment
$1,445.36
Fiscal Year 2012113 Maximum Assessment
$2,322.39
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$39.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$39.00
Wall Reserve — June 30, 2012
$98.00
Contribution to Wall Reserve
0.00
Estimated Wall Reserve — June 30, 2013
$98.00
Total Estimated Reserve — June 30, 2013
$137.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-12
Prepared by NBS — Fiscal Year 2012/13
ZONE 12 — WINCHESTER WOODS
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$0.00
Landscape
$84.97
Park Maintenance
849.67
Total Operation Costs
$934.64
Administration Costs
Consultant
$147.14
Publication
15.29
City Administration Fee
90.06
County Administration Fee
11.61
Teeter Buy Out
369.17
Total Administration Costs
$633.27
Total Estimated Costs
$1,567.91
Contribution to Reserves
0.00
Rounding Adjustment
0.08
Total Assessment
$1,567.84
Fiscal Year 2012113 Maximum Assessment
$1,567.91
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$0.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$0.00
Total Estimated Reserve — June 30, 2013
$0.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-13
Prepared by NBS — Fiscal Year 2012/13
ZONE 13 — GUILD AVENUE INDUSTRIAL
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$248.00
Landscape
$408.95
Street Sweeping
17.98
Total Operation Costs
$426.93
Administration Costs
Consultant
$67.21
Publication
177.89
City Administration Fee
41.14
County Administration Fee
7.75
Total Administration Costs
$293.99
Total Estimated Costs
$720.92
Contribution to Reserves
0.00
Rounding Adjustment
0.32
Total Assessment
$720.60
Fiscal Year 2012113 Maximum Assessment
$11, 622.89
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$248.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$248.00
Total Estimated Reserve — June 30, 2013
$248.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-14
Prepared by NBS — Fiscal Year 2012/13
ZONE 14 — LUCA PLACE
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$2,000.00
Landscape
$306.90
Total Operation Costs
$306.90
Administration Costs
$2,000.00
Consultant
$48.32
Publication
32.48
City Administration Fee
29.57
County Administration Fee
3.00
Total Administration Costs
$113.37
Total Estimated Costs
$420.27
Contribution to Reserves
0.00
Rounding Adjustment
0.03
Total Assessment
$420.24
Fiscal Year 2012113 Maximum Assessment
$6,073.88
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$2,000.00
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$2,000.00
Total Estimated Reserve — June 30, 2013
$2,000.00
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-15
Prepared by NBS — Fiscal Year 2012/13
ZONE 15 — GUILD AVENUE INDUSTRIAL
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$75.84
Landscape
$394.90
Street Sweeping
7.00
Total Operation Costs
$401.90
Administration Costs
Consultant
$63.27
Publication
69.30
City Administration Fee
38.73
County Administration Fee
5.99
Total Administration Costs
$177.29
Total Estimated Costs
$579.19
Contribution to Reserves
0.00
Rounding Adjustment
(0.011
Total Assessment
$579.18
Fiscal Year 2012113 Maximum Assessment
$4, 520.56
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$75.84
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$75.84
Total Estimated Reserve — June 30, 2013
$75.84
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-16
Prepared by NBS — Fiscal Year 2012/13
ZONE 16 — WEST KETTLEMAN LANE COMMERCIAL
Fiscal Year 2012113 Budget
DESCRIPTION
AMOUNT
Operation Costs
$24.57
Landscape
$70.88
Total Operation Costs
$70.88
Administration Costs
$24.57
Consultant
$11.16
Publication
15.99
City Administration Fee
6.83
County Administration Fee
1.13
Total Administration Costs
$35.11
Total Estimated Costs
$105.99
Contribution to Reserves
0.00
Rounding Adjustment
0.03
Total Assessment
$105.96
Fiscal Year 2012113 Maximum Assessment
$378.65
Capital Project Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve — June 30, 2012
$24.57
Contribution to Landscape Reserve
0.00
Estimated Landscape Reserve — June 30, 2013
$24.57
Total Estimated Reserve — June 30, 2013
$24.57
Lodi Consolidated Landscape Maintenance District No. 2003-1 5-17
Prepared by NBS — Fiscal Year 2012/13
6. ASSESSMENT DIAGRAMS
Assessment Diagrams have been submitted to the City Clerk in the format required under the
provisions of the Act and are made part of this report.
Lodi Consolidated Landscape Maintenance District No. 2003-1 6-1
Prepared by NBS — Fiscal Year 2012/13
7. FISCAL YEAR 2012/13 ASSESSMENT ROLL
The assessment roll for each zone is shown on the following pages. The description of each lot or
parcel as part of the records of the County Assessor of the County of San Joaquin are, by reference,
made part of this Report.
Lodi Consolidated Landscape Maintenance District No. 2003-1 7-1
Prepared by NBS — Fiscal Year 2012/13
RESOLUTION NO. 2012-64
A RESOLUTION OF THE LODI CITY COUNCIL
INITIATING PROCEEDINGS FOR THE LEVY AND
COLLECTION OF ASSESSMENTS FOR THE LODI
CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 FOR
FISCAL YEAR 2012113
WHEREAS, the City Council previously completed its proceedings in accordance
with and pursuant to the Landscape and Lighting Act of 7972, Part 2, Division 15 of the
California Streets and Highways Code (commending with Section 22500) ("Act") to
establish the Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1 ("Assessment District"); and
WHEREAS, the City of Lodi has retained NBS for the purpose of assisting with
the annual levy of the Assessment District and to prepare and file an Annual Report in
accordance with §22567 of the Act.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL, AS FOLLOW:
1. Annual Report: The City Council hereby orders NBS to prepare and file with the
City Clerk the Annual Report concerning the levy and collection of assessments
within the Assessment District for the fiscal year commencing July 1, 2012 and
ending June 30,2013.
2. New Improvements or Changes to Existing Improvements: There are no
changes to existing improvements nor are there any items being added to the list
of improvements previously approved at the formation of the Assessment District.
Dated: May 16, 2012
hereby certify that Resolution No. 2012-64 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held May 16, 2012, by the following vote:
AYES: COUNCIL MEMBERS— Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
NOES: COUNCIL MEMBERS— None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None/--'?
A!
HL
City Clerk
2012-64
RESOLUTION NO. 2012-65
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE ANNUAL REPORT FOR THE
LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 FOR
FISCAL YEAR 2012/13
WHEREAS, the City Council previously completed its proceedings in accordance
with and pursuant to the Landscape and Lighting Act of 1972, Part 2, Division 15 of the
California Streets and Highways Code (commending with Section 22500) ("Act") to
establish the Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1 ("Assessment District"); and
WHEREAS, the City of Lodi has retained NBS for the purpose of assisting with
the annual levy of the Assessment District and to prepare and file an Annual Report in
accordance with §22567 of the Act; and
WHEREAS, the City Council has, by previous resolution, ordered NBS to prepare
and file such Annual Report; and
WHEREAS, NBS has prepared and filed such Annual Reportwith the City Clerk.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL, AS FOLLOW:
Approval of Report: The City Council hereby approves the Annual Report
concerning the levy of assessments as submitted by NBS for the fiscal year
commencing July 1, 2012 and ending June 30,2013.
Dated: May 16, 2012
hereby certify that Resolution No. 2012-65 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held May 16, 2012, by the following vote:
AYES: COUNCIL MEMBERS —Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
NOES: COUNCIL MEMBERS— None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None
1 JOHL
City Clerk
2012-65
RESOLUTION NO. 2012-66
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING ITS INTENTIONTO LEVYAND COLLECT
ASSESSMENTS FOR THE LODI CONSOLIDATED
LANDSCAPE MAINTENANCE ASSESSMENT
DISTRICT NO. 2003-1 FOR FISCAL YEAR 2012/13
;,._,_,_,_,_,_,_,_,_ ; ; ; ; ; ; ; VT-. ,_,_,_,_,_,_,_,_,_,_ ; ; ; ; ; ; ; ; ,_,_,_,_,_,_,_r r __-
WHEREAS, the City Council previously completed its proceedings in accordance
with and pursuant to the Landscape and Lighting Act of 1972, Part 2, Division 15 of the
California Streets and Highways Code (commending with Section 22500) ("Act") to
establish the Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1 ("Assessment District"); and
WHEREAS, the City of Lodi has retained NBS for the purpose of assisting with
the annual levy of the Assessment District and to prepare and file an Annual Report in
accordance with §22567 of the Act.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL, AS FOLLOW:
1. Intention: The City Council hereby declares its intention to levy and collect
assessments within the Assessment District to pay the costs of the
improvements for the fiscal year commencing July 1, 2012 and ending June 30,
2013. The City Council finds that the public's best interest requires such action.
2. Improvements: The improvements include, but are not limited to: turf, shrubs,
plants and trees, landscaping, irrigation and drainage systems, graffiti removal,
and associated appurtenances within the public right-of-ways or specific
easements. Services provided include all necessary service, operations,
administration, and maintenance required to keep the improvements in a healthy,
vigorous, and satisfactory condition.
3. Assessment District Boundaries: The boundaries of the Assessment District are
as shown by the assessment diagram filed in the offices of the City Clerk, which
map is made a part hereof by reference.
4. Annual Report: Reference is made to the Annual Report prepared by NBS, on
file with the City Clerk, for a full and detailed description of the improvements, the
boundaries of the Assessment District and zones therein and the proposed
assessments upon assessable lots and parcels of land within the Assessment
District.
5. Notice of Public Hearing: The City Council hereby declares its intention to
conduct a Public Hearing concerning the levy of assessments in accordance with
522629 of the Act. All objections to the assessment, if any, will be considered by
the City Council. The Public Hearing will be held on Wednesday, June 20,
2012, at 7:00 p.m. or as soon thereafter as is feasible in the City Council
Chambers located at 305 West Pine Street, Lodi, CA, 95240. The City Council
further orders the City Clerk to publish notice of this resolution in accordance with
522626 of the Act.
6. Increase of Assessment: The maximum assessment is not proposed to increase
from the previous year above that previously approved by the property owners
(as "increased assessment" is defined in $54954.6 of the Government Code).
Dated: May 16, 2012
-------------------------------------------------------------------
-------------------------------------------------------------------
hereby certify that Resolution No. 2012-66 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held May 16, 2012, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS— None
2012-66
CITY COUNCIL
JOANNE L. MOUNCE, Mayor
ALAN NAKANISHI,
Mayor Pro Tempore
LARRY D. HANSEN
BOBJOHNSON
PHIL KATZAKIAN
CITY OF LODI
PUBLIC WORKS DEPARTMENT
CITY HALL, 221 WEST PINE STREET
P.O. BOX 3006
LODI, CALIFORNIA 95241-1910
(209)333-6706
FAX (209) 333-6710
EMAIL pwdept@iodi.gov
http:\\www .lodi. gov
May 10,2012
NBS
32605 Temecula Parkway, Ste. 100
Temecula, CA 92592
KONRADT BARTLAM
City Manager
RANDIJOHL
City Clerk
D. STEVEN SCHWABAUER
City Attorney
F. WALLY SANDELIN
Public Works Director
SUBJECT: Adopt Resolution Initiating Proceedings for the Levy and Collection of
Assessments, Resolution Approving the Annual Report, and Resolution
Declaring Intention to Levy and Collect Assessments for the Lodi
Consolidated Landscape Maintenance Assessment District No. 2003-1 for
Fiscal Year 2012/13; Set Public Hearing for June 20, 2012
Enclosed is a copy of background information on an item on the City Council agenda of
Wednesday, May 16, 2012. The meeting will be held at 7 p.m, in the
City Council Chamber, Carnegie Forum, 305 West'Pine Street.
This item is on the consent calendar and is usually not discussed unless a
Council Member requests discussion. The public is given an opportunity to address
items on the consent calendar at the appropriate time.
If you wish to write to the City Council, please address your letterto City Council,
City of Lodi, P. O. Box 3006, Lodi, California, 95241-1910. Be sure to allow time for the
mail. Or, you may hand-deliverthe letter to City Hall, 221 West Pine Street.
If you wish to address the Council at the Council Meeting, be sure to fill out a speaker's
card (available at the Carnegie Forum immediately prior to the start of the meeting) and
give it to the City Clerk. If you have any questions about communicating with the
Council, please contact Randi Johl, City Clerk, at (209) 333-6702.
If you have any questions about the item itself, please call Chris Boyer,
Assistant Engineer, at (209) 333-6800, extension 3321.
nn F. Wally Sandelin
7Dr ` Public Works Director
FWS/pmf
Enclosure
cc: City Clerk
NCSETPH 1213ANNUALREPORT.DOC
9
Oq< Fov�
Please immediately confirm receipt
cf thisfax by calling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUBJECT: PUBLIC HEARING TO CONSIDER INTENTION TO LEVY AND
COLLECT ASSESSMENTS FOR THE LODI CONSOLIDATED
LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-
1 FOR FISCAL YEAR 2012113
PUBLISH DATE: SATURDAY, MAY 19,2012
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO:
LNS ACCT. #0510052
DATED: THURSDAY, MAY 17,2012
ORDERED BY: RANDI JOHL
CITY CLERK
i
NIFER . ROBISON, CMC
ASSISTANT CITY CLERK
forms\advins.doc
RANDI JOHL, CITY CLERK
City cf Lodi
P.O. Box 3006
Lodi, CA 95241-1910
MARIA BECERRA
ADMINISTRATIVE CLERK
yOF4
V�
MW00
Z
Os
DECLARATION OF POSTING
PUBLIC HEARING TO CONSIDER INTENTION TO LEVY AND COLLECT
ASSESSMENTS FOR THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 FOR FISCAL YEAR 2012/13
On Thursday, May 17, 2012, in the City of Lodi, San Joaquin County, California, a
Notice of Public Hearing to consider intention to levy and collect assessments for the
Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1 for fiscal
year 2012/13 (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 penalty of perjurythat the foregoing is true and correct.
Executed on May 17, 2012, at Lodi, California.
Qje,,t� 4r7 & \-�
(!!�NNIFEFVM. ROBISON, CMC
ASSISTANT CITY CLERK
N:\Administration\CLERK\Forms\DECPOSTPW.DOC
ORDERED BY:
RANDIJOHL
CITY CLERK
MARIA BECERRA
ADMINISTRATIVE CLERK
E X
i
NOTICE OF PUBLIC HEARING
RESOLUTION NO. 2012-66
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING ITS INTENTIONTO LEVYAND COLLECT
ASSESSMENTS FORTHE LODI CONSOLIDATED
LANDSCAPE MAINTENANCE ASSESSMENT
DISTRICT NO. 2003-1 FOR FISCAL YEAR 2012/13
WHEREAS, the City Council previously completed its proceedings in accordance
with and pursuant to the Landscape and Lighting Act of 1972, Part 2, Division 15 of the
California Streets and Highways Code (commending with Section 22500) ("Act") to
establish the Lodi Consolidated Landscape Maintenance Assessment District
No. 2003-1 ("Assessment District"); and
WHEREAS, the City of Lodi has retained NBS for the purpose of assisting with
the annual levy of the Assessment District and to prepare and file an Annual Report in
accordance with 322567 of the Act.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL, AS FOLLOW:
1. Intention: The City Council hereby declares its intention to levy and collect
assessments within the Assessment District to pay the costs of the
improvements for the fiscal year commencing July 1, 2012 and ending June 30,
2013. The City Council finds that the public's best interest requires such action.
2. Improvements: The improvements include, but are not limited to: turf, shrubs,
plants and trees, landscaping, irrigation and drainage systems, graffiti removal,
and associated appurtenances within the public right-of-ways or specific
easements. Services provided include all necessary service, operations,
administration, and maintenance required to keep the improvements in a healthy,
vigorous, and satisfactory condition.
3. Assessment District Boundaries: The boundaries of the Assessment District are
as shown by the assessment diagram filed in the offices of the City Clerk, which
map is made a part hereof by reference.
4. Annual Report: Reference is made to the Annual Report prepared by NBS, on
file with the City Clerk, for a full and detailed description of the improvements, the
boundaries of the Assessment District and zones therein and the proposed
assessments upon assessable lots and parcels of land within the Assessment
District.
5. Notice of Public Hearing: The City Council hereby declares its intention to
conduct a Public Hearing concerning the levy of assessments in accordance with
322629 of the Act. All objections to the assessment, if any, will be considered by
the City Council. The Public Hearing will be held on Wednesday, June 20,
2012, at 7:00 p.m. or as soon thereafter as is feasible in the City Council
Chambers located at 305 West Pine Street, Lodi, CA, 95240. The City Council
further orders the City Clerk to publish notice of this resolution in accordance with
322626 of the Act.
6. Increase of Assessment: The maximum assessment is not proposed to increase
from the previous year above that previously approved by the property owners
(as "increased assessment' is defined in §54954.6 of the Government Code).
Dated: May 16, 2012
hereby certify that Resolution No. 2012-66 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held May 16, 2012, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS— None
rF
C10HL
City Clerk
2012-66