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HomeMy WebLinkAboutResolutions - No. 2004-215RESOLUTION NO. 2004-215 A RESOLUTION OF THE LODI CITY COUNCIL MAKING PRELIMINARY DETERMINATIONTO ANNEX WOODLAKE MEADOW (ZONE 7) TO A MAINTENANCE ASSESSMENT DISTRICT, TO FORM ZONE 7, TO LEVY AN ANNUAL ASSESSMENT FOR COSTS INCURRED AND PRELIMINARY APPROVAL OF ENGINEERS REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (Landscaping and Lighting Act of 1972) NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that: 1. The City Council proposes to annex territory to an existing assessment district, to form a zone and to levy and collect assessments pursuant to the Landscaping and Lighting Act of 1972 (Streets & Highways Code, Section 22500, et seq.) (the "Act"). 2. The improvements to be installed and/or maintained in the territory to be annexed are generally described as public park land area 0.0468 acres in size, equivalent to the current level of service standard for park area within the City of 3.4 acres per 1,000 persons served. 3. The territory to be annexed shall be known as follows: Woodlake Meadow Zone 7, Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1 (Landscaping and Lighting Act of 1972), City of Lodi, San Joaquin County, California. The territory is a residential area comprising 5 lots in all, east of Lower Sacramento Road, north of Eilers Lane, south of the Southern Pacific Railroad tracks, and east of Lodi Lake Park in the City of Lodi, California. 4. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., of Modesto, California, is directed to prepare and file a report in accordance with Article 4 (commencing with Section 22565 of Chapter 1 of Streets & Highway Code.) 5. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., designated engineer, in accordance with the Council's directive herein, has filed with the City Clerk the Report required by Section 22585 of the Act, which Report is hereby preliminarily approved. Dated: October 20,2004 City ofLodi ROD Zone 7 draft 10/5/04 I hereby certify that Resolution No. 2004-215 was passed and adopted by the City Council of the City of Lodi in a regular meeting held October 20, 2004, by the following vote: AYES: COUNCIL MEMBERS—Beckman, Hitchcock, Howard, Land, and Mayor Hansen NOES: COUNCIL MEMBERS— None ABSENT: COUNCIL MEMBERS— None ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLACKSTON City Clerk 2004-215 1 EXHIBIT I 1 ENGINEER'S REPORT WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI FISCAL YEAR 2004-2005 PREPARED BY: Thompson-Hysell Engineers, a division of The Keith Companies, Inc. 1016 12th Street Modesto, CA 95354 OCTOBER 2004 50 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR WOODLAKE MEADOW ZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI (Pursuant to the Landscaping and Lighting Act of 1972) The undersigned respectfully submits the enclosed annual report as directed by the City Council. DATED: ,2004. Thompson-Hysell Engineers Engineer of Work BY: Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report -together with BoundaryMap, Asses:;ment, and Assessment Diagram thereto attached, was filed with me on the day of 2004. , City Clerk, City of Lodi San Joaquin County, California BY I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmedby the City Council of the City of Lodi, California on the day of ,2004. , City Clerk, City of Lodi San Joaquin County, California BY: I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of ,2004. , City Clerk, City of Lodi San Joaquin County, California BY: 51 October 11,2004 The Honorable Mayor and City Council of The City of Lodi, CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements ofthe "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (WoodlakeMeadow Zone 7) in the Lodi Consolidated Landscape Maintenance Assessment District No. 2003-1. BACKGROUND The Woodlake Meadow zone consists of a 5 -lot residential development located in the northwestern portion ofthe City of Lodi. The development is being pursued by Woodlake Meadow, LLC. This report is relative to the proposed Woodlake Meadow Zone 7 Landscape Maintenance District ofthe City of Lodi Consolidated Landscape Maintenance Assessment DistrictNo. 2003-1, which provides annual funds for the maintenance ofvarious public landscape improvements. PHASED DEVELOPMENT The Woodlake Meadow Zone 7 development is currently anticipated to be constructed in a single phase. Annually, the additionalpublic amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment (see Exhibit A). The Woodlake Meadow Zone 7 project, when completed, will include 5 dueF's. ASSESSMENT DISTRICT AREA The area of Woodlake Meadow Zone 7 is described as all of the property within the following assessor's parcel identified by assessor's number (AF"): Book Page Parcel 015 230 09 A boundary map is attached to this Engineer's Report as Exhibit B. The assessment diagrams for the Woodlake Meadow Zone 7 Landscape Maintenance District are attached to the Engineer's Report as Exhibit C. Sheet 1 ofthe assessment diagrams is a simple overall boundary map. Sheet2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. 52 Engineer' s Report Woodlake Ml3adow Zone 7 Page 2 of 6 October 11, 2004 PLANS AND SPECIFICATIONS As this project is developed,plans and specifications for the amenity improvements to be maintained by the funds generated by the Woodlake Meadow Zone 7 Landscape Maintenance District shallbe filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED The Woodlake Meadow Zone 7 Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas describedbelow. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30, or until such time as funds are available for maintenance, at which time the new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion. 1. Description of Improvements for Future Development A. Public park land area of 0.0468 acres in size equivalentto the current level of service standard for park area within the City of 3.4 acres per 1000 persons served. ALLOCATPON OF COSTS Assessments forthe Woodlake Meadow Zone 7 Landscape Maintenance District are apportioned in a manner intended to fairly distribute the amounts among all assessable developed parcels in proportion to the estimated benefits to be received by each such parcel. A parcel is considered as being developed by reason of having been included as a lot or parcel in the Zone 7 recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioningthe costs forthe maintenance makes use of a dwelling Unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessment are as follows: 1. Dwelling Unit Equivalent FactordueF The dueF for each use is as follows: A. Sinele-Family Residential All parcels determinedto be developed for single-family use shall have a dueF of 1.0 for each parcel. Parcels designated for duplex use will be assigned a dueF of 2.0. B. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-familyyield if the area were developed for that use. 53 Engineer's Report Woodlake Meadow Zone 7 Page 3 of 6 October 11,2004 C. Commercial/Office All parcels determined to be developed for commercial or office use shall have the dueF factor calculated as follows: 5 dueF per acre for the first 7.5 acres 2.5 dueF per acre for the next 7.5 acres 1.25 dueF per acre for all acreage over 15 acres. D. Other Uses All parcels determined to have uses other than identified above shall have a dueF established at the time of the first annual budget affecting such areas as determined by the Engineer or other officer appointed by the City of Lodi to prepare the annual cost spread. The determined dueF shall follow the character of the factors assigned above as nearly as practicable, but the determination shall be the sole responsibility of the appointed party and the City of Lodi. E. Zero Dwelline Unit Eauivalent Factor (dueF) Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a zero assessment for that fiscal year. All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcels which may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all, publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or used for public utilities, public parks, public schools, and remainderparcels too small or narrow for reasonable residential or commercialuse, unless actually in use. 1. Area Adiustments Parcels which have an assessment determinedby area and which have a portion ofthe parcel occupied by public or public utility uses separate from the entitled use and located in easements, prior to the multiplicationby the dueF, shall have the area ofthe parcel adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This reduction shall not apply for normal peripheral and interior lot line public utility easements generally existing over the whole subdivision. 2. Compilation Annually, about May 15, following the determination of the dwelling unit equivalentFactor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residentialparcels shallhave a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single-family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developedparcels, the sum ofthe due assigned to each single-family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be dividedby the total due to calculate the assessmentper due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will 54 Engineer's Report Woodlake Meadow Zone 7 Page 4 of 6 October 11,2004 all have a zero dueF and consequently a zero due and a zero assessment. 3. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for eachparcel as the:product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape MaintenanceDistrictNo. 2003-1 are particular and distinct benefits (hereinafter"specialbenefits") over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter-designatedzones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. The base objective of the assessment spread is to distribute costs in accordance with the benefits received. Costs will be spread equally to each residential lot as follows: 1. Lots 1-5 in Woodlake Meadow shall be assessed equally per their dueF for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of: 1) five percent (5,4%), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco-Oakland-SanJose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINIS1RATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. 55 Engineer's Report Woodlake Meadow Zone 7 Page 5 of 6 October 11,2004 ESTIMATE OF COSTS The location and size of a park serving these subdivisions has not yet been determined. The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: Water forplants and trees, weeding, pruning, mowing, replacementof plants and trees that may die, maintenance ofpavement and sidewalks, and maintaining and replacing all sprinkler lines and heads. The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as follows: FY 2004-05 FY 2004-05 ESTIMATED mmumum OPERATION OF COSTS ASSESSMENT ASSESSMENT Future Park Site $0.00 $500.00 Est. Subtotal Operation Costs $0.00 $500.00 DISTRICT ADM NIS 1RATION COSTS Annual Engineer's Report $0.00 $100.00 Publication $0.00 $100.00 City Administration Fee $0.00 $50.00 County Administration Fee $0.00 $15.00 Est. Total Administration Costs $0.00 $265.00 Est. Contingency $.00 $100.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $0.00 $865.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $0.00 $865.0 0 56 Engineer's Report Woodlake Meadow Zone 7 Page 6 of 6 October 11, 2004 Total dueF 5 Assessment per dueF $0.00 $173.00 MAXIMUM ANNUAL ASSESSMENT $173.00 ASSESSMENT ROLL The assessment roll for the fiscal year 2004-2005 is as follows: Assess - Future Lot No. of FY 2004-05 FY 2004-05 PN No. Nos. Owner dueF's Estimated Maximum Assessment Assessment 5-230-09 1-5 Woodlake Meadow, 5 $0.00 $865.00 LLC Total 5 $0.00 $865.00 The parcels in this subdivision are expectedto subdivide upon and subsequent to the formation of Zone 7. The proposed subdivision will yield approximately 5 dueF's (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, as set forth in Exhibit A. The foregoing Engineer's Report and the estimate of costs, as well as the Assessment Diagram and Assessment Roll, which are attached hereto, are presented for your approvalby resolution dated this day of ,2004. P:ILODI1304100111d1Eng Rpt Woodlake.doc-rkc THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 57 DIAGRAM NUMBER 1 2 3 4 5 EXHIBITA ASSESSMENT ROLL WOODLAKE MEADOWZONE 7 LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA COUNTY ASSESSOR NUMBER (115-230-09 015-230-09 (115-230-09 (115-230-09 015-230-09 UNIT NO. Woodlake Meadow Woodlake Meadow Woodlake Meadow Woodlake Meadow Woodlake Meadow LOT NO. Lot No. 1 Lot No. 2 Lot No. 3 Lot No. 4 Lot No. 5 TOTAL FY 2004-05 ESTIMATED ASSESSMENT $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 FY 2004-05 MAXIMUM ASSESSMENT $17300 $1 73.00 $173.00 $173.00 $173.00 $865.00 PAL.0011302100111dexhibit A Woodiake.xls-rkc Page 1 of 1 ita / 3� t le' fts0S6 s 32'i I I --T. .0 ,O9 00, 2 T 5 $ » E LOwat s4Caiwaro Raw r wooD LiN Mdc DIOS — — 3 UMW 1 iw 1 JL 7 " �•�+■••• Offara confer SOON WY c1AE PROPOSED AMENDED BOUNDARIES (W4000IAKE MEADOW ZONE 7 ANNE%47TON) CITY OF LODI CONSOUDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF STOCKTON, SAN JOAQUIN COUNTY STATE OF CALIFORNG4 RENO IONS OF SECITONS J4, T.4 14 14.115.4* CRY or 57X1 AL, SMI 101124NVI COUNTY, CilIVR144 INCIIIPSONOWSELL MOWERS 1016 12th SW4 T .MOOES1R GILIFOR SM 00.08111t 2004 LW R. THE °MEE of THE an a47fr of INC COY OF LCG1 par AF , 2004. CITY auo AF THE a0Y or Loa REcOR IED 1145 1141 OF , 2004 AT THE NOW or 0ttocK .114 illA9SESSY CJS t AMY !� moos IN ME CPT= Or RE COWRY RECORDER pF INC COWRY OF SW .10040I104 51111E Or =RPM COON Y RECOVER or SAM .40Y COCMY, CALLFC1tM4 4 NEWSY CiFRRA' THAT RE MON law SNORING pRaposED MOW OF LI» maw= 1A1 DSOVF moos cr ASSESSAEIIT 067ACT NO 200-7, 0711' OF lac SUI 40106* CDGMRY G4G7MfN MS /MOWED DT it COr COWL OF THE COY AF Lea AT A NOW EL711IG Rear. NSD GY RE DAr OF ,200 Vf IIS ALSaUAMV 110. CAI' CLERK OF RE air Of LOOT THE AYQ40LO AOINEMRY 14 P Al1L71M1S OE a7WOMY IMP FOR DIY OF LOIN coNSOtn1lm 1.ANDSDVE MMwTDW ICE ASSESSMI IIT DOW 1IQ 1003-1, COY OF LOX SAM AMUR COWRY. sow OF MM.' PRIOR =OWED AT 4600r 4 or IMPS .YIDASSOS1005 aWD 0301KIeY MEM CM= AT PACE 10x 1Y RIE 0°F>taE QF RE CcoorY =OM FOR Re CRN!). OF SAM AML* SW or ON1 ECO 1L EXHIBIT B w 1. ASSESSMENTS APPLY MACE PO UM LOCUM WAco c r Loo Ate WOW INE N L71 m O9PA/CDS z nes IMP *s =PLO Flan DE RECORD INFOM ND N AND >S N Y ADE RESULT OF .4 FELD SLmer. AAs ASSESSPIEllr a'STRbCT CORMS 1.0 ACRE AstrSomor wow Rita MIMINNIMOD ASSESSMEW 01571 T 8011M011n LIE ARIESMENTDMOIOWINDEX -11NIK .111a IBM MS CO 01, co. ,00 ASSESSMENT DIAGRAM, ZONE 7 WOODL4KE MEADOW CITY OF LODI CONS(L/V.4TED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1017yY/p�OF STOCK ON, .S4 JOAQUICOUNTY STATE OF C41JFO M Zr i 1 1 COW? sAcRAkeivro .`a4D 1°411p 2 M 7- / NO PORTIONS OF SECTIONS 34. 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