HomeMy WebLinkAboutResolutions - No. 2007-27RESOLUTION NO. 2007-27
A RESOLUTION OF THE LODI CITY COUNCIL DECLARING
PRELIMINARY APPROVAL OF THE ENGINEERS REPORT
REGARDING THE PROPOSED ANNEXATION OF TERRITORY
INTO THE LODI CONSOLIDATED LANDSCAPE MAINTENANCE
ASSESSMENT DISTRICT NO. 2003-1 AND LEVY AND COLLECTION
OF ASSESSMENTS FOR FISCAL YEAR 2007-08
WHEREAS, the Lodi City Council, pursuant to the provisions of the Landscape
and Lighting Act of 1972, Part 2, Division 15, of the California Streets and Highways
Code (commencing with Section 22500) (hereafter referred to as the "Act"), did by
previous Resolution order the preparation of an Engineer's Report (hereafter referred to
as the "Report") for the proposed annexation of territory into the Lodi Consolidated
Landscape Maintenance District No. 2003-1. The proposed annexation shall be known
and designated as:
ZONE 13—GUILDAVENUE INDUSTRIAL
WHEREAS, there has now been presented to this City Council the Report as
required by Chapter 2, Article A Section 22586 of said Act; and
WHEREAS, the City has carefully examined and reviewed the Report as
presented and is preliminarily satisfied with the proposed annexation, each and all of the
budgets items and documents as set forth therein, and is satisfied that the levy
amounts, on a preliminary basis, have been spread in accordance with the special
benefit received from the improvements, operation, maintenance, and services to be
performedwithin the District, as set forth in said Report.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT AS FOLLOWS:
SECTION 1: That the above recitals are true and correct.
SECTION 2: That the "Report" as presented is hereby approved on a preliminary
basis, ordered to be filed in the Office of the City Clerk as a permanent
record and to remain open to public inspection, and consists of the
following:
A. Descriptionof Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations
and Maintenance)
C. The District Roll containing the Fiscal Year 2007-08 Levy for each
Assessor Parcel within the District.
SECTION 3: That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the
presentation of the Report.
Dated: February 21,2007
I hereby certify that Resolution No. 2007-27 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held February 21, 2007, by the following
vote:
AYES: COUNCIL MEMBERS — Hansen, Hitchcock, Katzakian, Mounce,
and Mayor Johnson
NOES: COUNCIL MEMBERS — None
ABSENT COUNCIL MEMBERS— None
ABSTAIN: COUNCIL MEMBERS — None
ND! JOHL
City Clerk
2007-27
City of Lodi
Lodi Consolidated Landscape
Maintenance District No. 2003-1
ZONE 13 --GUILD AVENUE INDUSTRIAL
2007108 Preliminary Engineer's Report
February 2007
Prepared by
N I B I S
Corporate Office
Regional Office
32605 Highway79 South, Suite 100
870 Market Street, Suite 901
Temecula, CA 92592
San Francisco, CA 94102
(800) 676-7516 phone
(800) 434-8349 phone
(951) 296-1998 fax
(415) 391-8439 fax
CITY OF LODI
LODI CONSOLIDATED LANDSCAPE MAINTENANCE DISTRICT NO. 2003-1
221 W. Pine Street
Lodi, California 95240
Phone - (209) 333-6706
Fax - (209) 333-6807
CITY COUNCIL
Bob Johnson, Mayor
Joanne Mounce, Mayor ProTem
Larry D. Hansen. Council Member
Susan Hitchcock, Council Member
Phil Katzakian. Council Member
C I N STAFF
Blair King, City Manager
James Krueger, Deputy City Manager
RandiJohl, City Clerk
D. Stephen Schwabauer, City Attorney
Richard Prima, Public Works Director
Wally Sandelin. City Engineer
N I B I S
Greg Davidson, Client Services Director
Rick Clark, Project Manager
TABLE OF CONTENTS
1. ENGINEER'S LETTER................................................................... 1-1
2. OVERVIEW.................................................................................... 2-1
2.1 INTRODUCTION............................................................................................... 2-1
2.2 EFFECTOF PROP0SffM218......................................................................... 2-2
3. PLANSAND SPECIFICATIONS.................................................... 3-1
3.1 DESCRIPTIONOF FACILITIESFOR ZONE 13 ........................................................ 3-1
4. METHOD OF APPORTIONMENT.................................................. 4-1
4.1 METHOD OF APPORTIONMENT.......................................................................... 4-1
4.2 LAND LEE BENEFIT FACTORS.......................................................................... 4-2
5. ESTIMATE OF COSTS................................................................... 5-1
5.1 DESCRIF nONOF BUDGET ITEMS...................................................................... 5-1
5.2 DISTRICT BUDGET.......................................................................................... 5-2
5.3 LANDSCAPE RESERVE INFORMATION................................................................ 5-3
6. ASSESSMENT DIAGRAMS........................................................... 6-1
7. ASSESSMENT ROLL.................................................................... 7-1
1. ENGINEER'S LETTER
Description
2007108
Assessment
Maximum
Assessmen
t
As
Confirmed
by Council
Zone 13— Guild Avenue Industrial
$5,313.44
;n, ;0w.u"
Zone 13 Dwelling Unit Equivalent Factor "dueF"
94.06 94.06
Assessment Rate Per dueF 1
$ 56.49 $ 96.82
I. the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my
knowledge, information and belief, the Engineer's Report, Assessments, and the Assessment
Diagram herein have been prepared and computed in accordance with the order of the City Council
of the City of Lodi.
Wally Sandelin, P.E., Engineer of Work
Date:
Seal
Prepared by NBS 1-1
Z OVERVIEW
2.1 Introduction
The City of Lodi ("City") proposes to levy special benefit assessments for the Lodi Consolidated
Landscape Maintenance District No. 2003-1 ("District") for Fiscal Year 2007108. The City currently
has consolidated twelve landscape maintenance districts into a single district, the 'Lodi Consolidated
Landscape Maintenance District No. 2003-1". In response to the provisions of the California
Constitution Article X111C and XIIID (Proposition 218), in 2003 a separate Engineer's Report was
prepared for each of the first two Zones (Zones 1 and 2) of the Lodi Consolidated Landscape
Maintenance District. The City conducted property owner balloting proceedings for the assessments
in Fiscal Year 2004105. Afler approval of the assessment by the property owners, the City began to
levy and collect special assessments on the County tax rolls to provide continued funding for the
costs and expenses required for maintenance of the improvements within the District. In 2004 a
separate Engineer's Report was prepared for each of the next five Zones (Zones 3 thru 7) of the Lodi
Consolidated Landscape Maintenance District. The City conducted properly owner balloting
proceedings for Zones 3 and 4 for the assessments in Fiscal Year 2004105 and the City conducted
property owner balloting proceedings for Zones 5 through 7 for the assessments in Fiscal Year
2005106, For Fiscal Year 2006107, the City conducted properly owner balloting proceedings for the
annexation of Zones 8 through twelve into the District. For Fiscal Year 2007108, the City is proposing
the annexation of Zone 13 into the District. Afler approval of the assessment by the property owners,
the City will levy and collect special assessments on the County tax rolls to provide continued funding
for the costs and expenses required for maintenance of the improvements within the District. The
District is levied pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the
California Streets and Highways Code (the Act), and in compliance with the substantive and
procedural requirements of the California Constitution Article XI11D.
This Engineer's Report ("Report") describes the proposed annexation (the "Annexation") of Zone 13
into the District and assessments to be levied against properties within the Annexation for Fiscal Year
2007108. The assessments described herein are based on the estimated cost to operate service and
maintain improvements that will provide a direct and special benefit to properties within the District.
All improvements to be operated, serviced and maintained through annual assessments were or will
be constructed and installed in connection with the development or for the benefit of these properties.
The annual costs and assessments described herein include all estimated direct expenditures,
incidental expenses, deficits, surpluses, revenues, and reserves associated with the maintenance
and servicing of the improvements.
The word "parcel," for the purposes of this Report, refers to an individual properly assigned its own
Assessment Number by the County of San Joaquin Assessor's Cbe The County of San Joaquin
Auditor/Controller uses Assessment Numbers and specific Fund Numbers to identify properties
assessed on the tax roll for special district benefit assessments.
Prepared by NBS 2-1
Z2 Effect of Proposition 218
On November 5, 1996, California voters approved proposition 218 by a margin of 56.5% to 43.5%.
The provisions of the Proposition, now California Articles XIIIC and XIIID. add substantive and
procedural requirements to assessments, which affect the City of Lodi landscape maintenance
assessments.
The proposed assessments for the City of Lodi Consolidated Landscape Maintenance District No.
2003-1, for Fiscal Year 2007/08 are not proposed to increase over the annual rate escalation factor of
the annual San Francisco Bay Area CRI, or 5%, which ever is greater, which was approved by
properly owners following the assessment balloting procedures set forth in Section 4 SEC. 4 of the
Proposition.
Prepared by NBS 2-2
3. PLANS AND SPECIFICATIONS
During the installation period for each Zone within the Lodi Consolidated Landscape
Maintenance District No. 2003-9, the installer of the improvements will maintain the new
improvements until the following June 30, or such time as funds are available for
maintenance, at which time the new areas shall be incorporated into the areas already being
maintained bythe District.
3.1 Descriiotion offacilities ff'Zone 13
Zone 13 is comprised of 8 industrial parcels; the facilities within Zone 13 of the Lodi
Consolidated Landscape Maintenance District No. 2003-1 that will be operated, serviced.
maintained and improved are generally described as follows:
A A traffic signal at the intersection of Highway 12 (Victor Road) and Guild Avenue.
B. A 15.0 foot irrigated, landscaped strip in a 16.0 foot median in Victor Road (Highway
12) south of the Zone 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 havinga'tota( 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 95.28 Dwelling Unit Equivalents (DUE). Please refer to
Section 4 of this Report for a more complete description.
Prepared by NBS 3-1
4. METHOD OFAPPORTIONMENT
4.1 Method o fAnnortionment
Pursuant to the 1972 Act the costs (assessments) of the District are apportioned by a formula or
method that fairly distributes the net amount to be assessed among all parcels in proportion to
benefits received from the improvements. The provisions of Article XIIIC and XiIID of the California
Constitution (Proposition 218) require the agency to separate the general benefit from special benefit.
whereas only special benefits may be assessed.
IMPROVEMENT BENEFIT FINDINGS
The annual assessments outlined in the Budget section of this Report are proposed to cover the
estimated costs to provide all necessary service, operation, administration and maintenance within
the District, by Zone. It has been determined that each assessable parcel within the District receives
proportional special benefits from the improvements. The benefit from the improvements to be
maintained through annual assessments from Zone 13 has been determined to be 16.09% of the
total, based on the acreage and land use zoning of all parcels on Guild Avenue north of Victor Road
(Highway 12) and two parcels having frontage on the south side of Victor Road east of Guild Avenue.
The individual benefit for each parcel with Zone 13 has been determined based on acreage. The
balance of the costs of operating, servicing and maintaining the improvements shall be borne by the
City until such time as the remaining parcels on Guild Avenue, north and south of Victor Road
(Highway 12) are developed or are otherwise required to annex into the District. All improvementsto
be maintained and funded through annual assessments were constructed and installed in connection
with or for the benefit of the development of properties within the District, and each parcel's close and
relatively similar proximity to the improvements makes each parcel's special benefit from the
improvements similar and proportionate.
SPECIAL BENEFITS
The method of apportionment (method of assessment) is based on the premise that each of the
assessed parcels within the District receives special benefit from the improvements maintained and
financed by District assessments. Specifically, the assessments associated with each Zone are
outlined in Section 3 of this Report.
DESCRIPTIONOF THE METHOD OF APPORTIONMENT
The District provides operation, service and maintenance to all the specific local improvements and
associated appurtenances located within the public right-of-ways in each of the various Zones
throughout the District. The annual assessments are based on the historical and estimated cost to
operate, to service and to maintain the improvements that provide a special benefit to properties
within the District and Zones. The various improvements within each Zone are identified and
budgeted separately, including all expenditures, deficits. surpluses, revenues, and reserves.
The assessments outlined in this section representthe proportionate special benefit to each property
within the District and the basis of calculating each parcel's proportionate share of the annual costs
associated with the District[Zone improvements. The costs associated with the maintenance and
operation of special benefit improvements shall be collected through annual assessments from each
parcel receiving such benefit. The funds collected shall be dispersed and used for only the services
and operation provided to the District.
The basis of determining each parcel's special benefit utilizes a weighting formula commonly known
as a Dwelling Unit Equivalent Factor (dueF). The developed single-family residential parcel is used
as the base unit for calculation of assessments and is defined as one (1.00) dueF. All other property
types are assigned a dueF that reflects their proportional special benefit from the improvements as
compared to the single-family residential parcel (weighted comparison).
Prepared by NB5 4-1
To determine the dueF for industrial parcels, a Benefit Unit Factor (BUF) is assigned to each property
type. This BUF multiplied by the parcel's specific acreage determines the parcel's specific dueF.
Industrial parcels have been assigned a BUF of 4.00 per acre. The following table provides a listing
of the various land use types and the corresponding BUF used to calculate a parcel's dueF and
proportionate benefit:
4.2 Land Use Benefit Factors
PROPERTY TYPE LAND USE ASSIGNED BENEFIT UNIT FACTOR
Industrial 4.00 per Acre
Exempt 0.00
Other Uses The dueF Will Be Established As Required
Exempt — Certain parcels. by reason of use, size, shape or state of development, may be assigned a
zero dueF which will consequently result in a zero assessment for those parcels for that fiscal year.
All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to
determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcelswhich
may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all,
publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or
used for public utilities, public parks, public schools, and remainder parcels too small or narrow for
reasonable residential or commercial use, unless actually in use.
Area Adjustments — Parcels which have an assessment determined by area and which have a
portion of the parcel occupied by public or public utility uses separate from the entitled use and
located in easements, prior to the multiplication by the dueF, shall have the area of the parcel
adjusted to a usable area to reflect the loss or partial loss of the entitled use in those areas. This
reduction shall not apply for normal peripheral and interior lot line public utility easements generally
existing over the whole subdivision.
As noted previously, the District is divided into Zones. These Zones encompass specific
developments where the properties receive a direct and special benefit from the operation, service
and maintenance of those improvements. The basis of benefit and proportionate assessment for all
properties within the District is established by each parcel's calculated dueF and their proportionate
share of the improvement costs based on their proportionate dueF within the Zone. The method
used to calculate the assessmentsfor each Zone is as follows:
Total Balance to Levy/ Total dueF = Levy per dueF (Levy Rate)
Parcel's dueF x Levy per dueF (Levy Rate) = Parcel Levy Amount
Prepared by NBS 4-2
ASSESSMENT RANGE FORMULA
Any new or increase in assessments require certain noticing and meeting requirements by law. Prior
to the passage of Proposition 218. legislative changes in the Brown Act defined the definition of "new
or increased assessment" to exclude certain conditions. These conditions included "any assessment
that does not exceed an assessment formula or range of assessments previously adopted by the
agency or approved by the voters in the area where the assessment is imposed." This definition and
conditionswere later confirmed through SB919 (Proposition218 implementing legislation).
The purpose of establishing an assessment range formula is to provide for reasonable increases and
inflationaty adjustments to annual assessments without requiring costly noticing arid, mailing
procedures, which could add to the District costs and assessments.
Generally, if the proposed annual assessment (levy per unit or rate) for the current fiscal year is less
than or equal to the "Maximum Assessment" (or "Adjusted Maximum Assessment"), then the
proposed annual assessment is not considered an increased assessment. The Maximum
Assessment is equal to the initial Assessment approved by property owners adjusted annually by the
following criteria:
1. Beginning in the second fiscal year (Fiscal Year 2008109) and each fiscal year thereafter, the
Maximum Assessment will be recalculated annually.
2. The new adjusted Maximum Assessment for the year represents the prior year's Maximum
Assessment adjusted by the greater of:
(a) Five percent (5.0%); or,
(b) The annual increase in the Consumer Price Index (CPI).
Each year the annual increase in the CPI shall be computed. The increase in CPI is the percentage
difference between the CPI of December of any given year and the CPI for the previous December as
provided and established by the Bureau of Labor Statistics (example: Fiscal Year 2005106 CPI
increase is 2.2% over December 2004). This percentage difference (annual difference) shall'then
establish the allowed increase based on CPI. The Consumer Price Index used shall be based on the
CPI established by the Bureau of Labor Statistics for all urban consumers for the San Francisco -
Oakland -San Jose Area. Should the Bureau of Labor Statistics revise such index or discontinue the
preparation of such index, the City shall use the revised index or comparable system as approved by
the City Council for determining fluctuations in the cost of living.
If CPI is less than five percent (5.0%). then the allowable adjustment to the Maximum Assessment is
five percent. If CPI is greater than five percent (5.0%), then the allowable adjustment to the
Maximum Assessment is based on CPI. The Maximum Assessment is adjusted annually and is
calculated independent of the District's annual budget and proposed annual assessment. Any
proposed annual assessment (rate per levy unit) less than or equal to this Maximum Assessment is
not considered an increased assessment, even if the proposed assessment is greater than the
assessment applied in the prior fiscal year.
The following table illustrates how the assessment range formula shall be applied. For example, if
the percentage change in CPI is greater than five percent (5.0%), as in Example 1, then the
percentage adjustment to the Maximum Assessment will be by CPI. If the percentage change in CPI
is less than five percent (5.0%). as in Example 2, then the percentage adjustment to the Maximum
Assessmentwill be five percent (5.0%).
Prepared by NBS 4-3
Examples of Percentage Increases
As previously illustrated, the Maximum Assessment will be recalculated and adjusted annually.
However, the City Council may reduce or freeze the Maximum Assessment at anytime by amending
the Engineer's Annual Report.
Although the Maximum Assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The Maximum Assessment adjustment is designed to establish a
reasonable limit on District assessments. The Maximum Assessment calculated each year does not
require or facilitate an increase to the annual assessment, nor does it restrict assessments to the
adjusted maximum amount. If the budget and assessments for the fiscal year does not require an
increase, or the increase is less than the adjusted Maximum Assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted Maximum Assessment then
the assessment is considered an increased assessment. To impose an increased assessment the
City Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c of the
California Constitution). Proposition 218 requires a Public Hearing and certain protest procedures
including mailed notice of the Public Hearing and property owner protest balloting. Property owners,
through the balloting process, must approve the proposed assessment increase. If the proposed
assessment is approved, then a new Maximum Assessment is established for the District. If the
proposed assessment is not approved, the City Council may not levy an assessment greater than the
adjusted Maximum Assessment previously established for the District.
Prepared by NBS 4-4
Allowed
CPI
Maximum%
Prior Years
Allowed
New
Calculated
Standard
Increase
Maximum
Adjustment
Maximum
Percentage
5%
Without Re-
Rate
Per
Rate Per
Example
Increase
Increase
Balloting
Per dueF
dueF
dueF
1
5.25%
5.00%
5.25%
$347.00
18.22
$365.22
2
1 2.20%
1 5.00%
1 5.00%
$347.00
1 17.35
1 $364.35
As previously illustrated, the Maximum Assessment will be recalculated and adjusted annually.
However, the City Council may reduce or freeze the Maximum Assessment at anytime by amending
the Engineer's Annual Report.
Although the Maximum Assessment will normally increase each year, the actual District assessments
may remain virtually unchanged. The Maximum Assessment adjustment is designed to establish a
reasonable limit on District assessments. The Maximum Assessment calculated each year does not
require or facilitate an increase to the annual assessment, nor does it restrict assessments to the
adjusted maximum amount. If the budget and assessments for the fiscal year does not require an
increase, or the increase is less than the adjusted Maximum Assessment, then the required budget
and assessment may be applied without additional property owner balloting. If the budget and
assessments calculated requires an increase greater than the adjusted Maximum Assessment then
the assessment is considered an increased assessment. To impose an increased assessment the
City Council must comply with the provisions of Proposition 218 (Article XIIID Section 4c of the
California Constitution). Proposition 218 requires a Public Hearing and certain protest procedures
including mailed notice of the Public Hearing and property owner protest balloting. Property owners,
through the balloting process, must approve the proposed assessment increase. If the proposed
assessment is approved, then a new Maximum Assessment is established for the District. If the
proposed assessment is not approved, the City Council may not levy an assessment greater than the
adjusted Maximum Assessment previously established for the District.
Prepared by NBS 4-4
5. ESTIMATE OF COSTS
5.1 Description of Budget Items
The following items make up the Estimate of Costs used in determining the Annual Assessments of
the District. The specific Zones within the District are shown in Section 3 of this Report. Definitions
of maintenance items, words and phrases are shown below:
Fiscal Year — One year period of time beginning July 14 of a given year and ending June3e of the
following year.
Landscape Areas — The estimated cost of labor, material, supplies, water and electric energy
necessary for maintaining and servicing the trees, shrubs, turf, ground cover, etc within the median
and landscaped strip of the District.
-9 Signals — The estimated costs to provide maintenance, repair and electric energy to the traffic
signals and street lights within the District.
Street Sweeping —The estimated cost provide street sweeping services within the District.
Consultants — Costs associated with outside consultant fees in order to comply with Assessment Law
and placement of assessments onto the San Joaquin County Tax Roll each year.
Publication — Costs associated with the publishing, posting and mailing of any required notices each
year.
City Administration — Costs attributable to the City of Lodi related to District administration and
management each year.
CountyAdministration — Costs of the County of San Joaquin related to the placement of assessments
on the tax roll each year.
Landscape ReserveslContingencies —An amount of 50% of the maintenance costs may be included
to build a Reserve and Contingency Fund. The Landscaping and Lighting Act of 1972, Part 2,
Division 15 of the Streets and Highways Code of the State of California, commencing with Section
22500, allows the District assessments to "...include a reserve which shall not exceed the estimated
costs of maintenance and servicing to December 10 of the fiscal year, or whenever the city expects to
receive its apportionment of special assessments and tax collections from the county, whichever is
later."
Total Dwelling Unit Equivalent Factor— Dwelling Unit Equivalent Factor (dueF) is a numeric value
calculated for each parcel based on the parcel's land use. The dueF shown in the Distdct/Zone
budget represents the sum total of all parcel dueF's that receive benefit from the improvements.
Refer to Section III for a more complete description of dueF's.
Estimated Assessment per DUE — This amount represents the rate being applied to each parcel's
individual dueF. The Levy per Dwelling Unit Equivalent Factor is the result of dividing the Total
Estimated Assessment, by the sum of the District dueF's, for the fiscal year. This amount is always
rounded down to the nearest even penny for tax bill purposes.
Prepared by NNS 5-1
5.2 District Budget
7^na 1% - [:i,ilrl 0vpnue Industrial Budget
-- - - - - -
DESCRIPTION
MAXIMUM
ASSESSMENT
2007108
BUDGET
Operation Costs: (,)
Landscape Areas
Landscape Maintenance - Median
$2,500
$0
Landscape Maintenance - Strip
4,612
4,612
Repair/Replacement
12
8
Water
10
7
Electricity
7
5
Sub -Total Landscape Costs:
$7,141
$4,632
Traffic Signals
Repair/Maintenance
$641
$0
Electricity - Signal
41
0
Electric - Street Light
83
0
Sub -Total Traffic S nal Costs
$ 765
$ 0
Street Sweeping
$142
$0
Sub -Total Operations Costs
$8,048
$4,632
Administration Costs: (2)
Consultants
$48
$48
Publication
7
7
City Administration Fee
101
101
County Administration Fee
10
10
Contingency
813
468
Sub -Total Administration Costs:
$ 979
$ 634
BUDGET TOTAL
$9,027
$5,266
Replacement Reserve (3
Landscape
$80
$48
TOTAL ESTIMATED ASSESSMENT
$9,107
$5,314
TOTAL dueF
94.06
94.06
ESTIMATED ASSESSMENT PER DUE
$ 97
$ 56
(,) Includes landscape maintenance, repair, replacement,water, installation and electricity costs.
(z] Includes Consultants. City & County administration, publication costs and contingency.
(3) Includes landscape and irrigation equipment replacement costs.
Prepared by NBS 5-2
5.3 Landscape Reserve Information
Zone 73 Landscape Reserve Information
DESCRIPTION
AMOUNT
Landscape Reserve Beginning Balance —June 30,2007
50.00
Contribution to Landscape Reserves
300.00
LANDSCAPE RESERVE ENDING BALANCE—JUNE 30,2008
$300.00
Prepared by NBS 53
6. ASSESSMENT DIAGRAM
An Assessment Diagram for Zone 13 of the City of Lodi Consolidated Landscape Maintenance
District No. 2003-1 has been submitted to the City Clerk in the format required under the provisionsof
the Act. The lines and dimensions shown on maps of the County Assessor of the County of San
Joaquin for the cunent year are incorporated by reference herein and made part of this Report.
Prepared by NBS 6-1
7. ASSESSMENT ROLL
The parcel listing of assessments is provided below. The description of each lot or parcel as part
of4he records of the County Assessor of the County of San Joaquin are, by reference, made part
of this Report.
ASSESSMENT ROLL
ZONE
APN
Acrea eT
e
AMT PER
dueF
dueF
FY 2007M8
ASSESSMENT
13
049-040-091
13.820
industrial
$56.49
55.28
$3;122.76
13
049-080-016
5.000
Industrial
$56.49
20.00
$1,129.80
13
Por. Of 049-080-017
0.459
Industrial
$56.49
1.84 1
$103.94
13
Por. Of 049-080-017
0.571
Industrial
$56.49
2.28
$128.80
13
Por. Of 049-080-017
0.570
Industrial
$56.49
2.28
$128.80
13
Por. Of 049-080-017
0.606
Industrial
$56.49
2.42
$136.70
13
Por. Of 049-080-017
1.917
Industrial
$56.49
7.67
$433.28
13
Por. Of 049-080-017
0.572
Industrial
$56.49
2.29
$129.36
Sub -Total
23.515
94.06
$5,313 .44
Future
049-040-92
0.832
Industrial
$56.49
3.33
0
Future
049-080-05
13.500
Industrial
$56.49
54.00
0
Future
049-080-07
4.490
Industrial
$56.49
17.96
0
Future
049-080-18
5.000
Industrial
$56.49
20.00
0
Future
049-080-19
5.000
Industrial
$56.49
20.00
0
Future
049-080-28
5.000
Industrial
$56.49
20.00
0
Future
049-080-74
2.590
Industrial
$56.49
10.36
0
Future
049-080-77
4.790
Industrial
$56.49
19.16
0
Future
049-080-81
5.190
Industrial
$56.49
20.76
0
Future
049-080-82
0.551
Industrial
$56.49
2.20
0
Future
049-080-83
38.530
Industrial
$56.49
154.12
0
ENOMMOMNw-
Future
049-040-19
10.000
Industrial
$50.49
40.00
0
Future
049-040-47
27.130
Industrial
$56.49 1
108.52
0
TOTAL:
122.6031
1
490.41
$ 0.00
Prepared by NBS 7-1
MAXIMUM ASSESSMENT ROLL
ZONE
APN
Acreage
Type
AMT PER
dueF
dueF
FY 2007108 MAX
ASSESSMENT
13
049-040-091
13.820
Industrial
$96.82
55.28
$5,352.20
13
13
049-080-016
Por. Of 049-080-017
5.000
0.459
Industrial
Industrial
$96.82
$96.82
20.00
1.84
$1,936.40
$178.14
13
Par. Of 049-080-017
0.571
Industrial
$96.82
2.28
$220.74
13
Por. Of 049-080-017
0.570
Industrial
$96.82
2.28
$220.74
13
13
Por. Of 049-080-017
Por. Of 049-080-017
0.606
1.917
Industrial
Industrial
$96.82
$96.82
2.42
7.67
$234.30
$742.60
13
Por. Of 049-080-017
0.572
Industrial
$96.82
2.29
$221.72
Sub -Total
23.515
94.06
$9106.84
Future
049-040-92
0.832
Industrial
$96.82
3.33
0
Future
049-080-05
13.500
Industrial
$96.82
54.00
0
Future
049-080-07
4.490
Industrial
$96.82
17.96
0
Future
049-080-18
5.000
Industrial
$96.82
20.00
0
Future
049-080-19
5.000
Industrial
$96.82
20.00
0
Future
Future
049-080-28
049-080-74
5.000
2.590
Industrial
Industrial
$96.82
$96.82
20.00
10.36
0
0
Future
Future
049-080-77
049-080-81
4.790
5.190
Industrial
Industrial
$96.82
$96.82
19.16
20.76
0
0
Future
049-080-82
0.551
Industrial
$96.82
2.20
0
Future
049-080-83
38.530
Industrial
$96.82
154.12
0
Future
049-040-19
10.000
Industrial
$96.82
40.00
0
Future
049-040-47
TOTAL:
27.130
122.603
Industrial
$96.82
108.52
490.41
0
$ 0.00
Prepared by NB 7-2