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HomeMy WebLinkAboutAgenda Report - August 20, 2003 I-03 PH4) CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Adopt Resolution of Preliminary Determination to Propose the Formation of a Maintenance Assessment District, to Levy an Annual Assessment for Cost Incurred and Preliminary Approval of Engineer's Report-, and Adopt Resolution of Intention to Order the Formation of a Maintenance Assessment District, to Levy and Collect an Annual Assessment for Maintenance and Operation of Improvements and for Costs and Expenses and Setting Time and Place of Public Meeting and Public Hearing and Setting Forth Maited Property Owner Ballot Procedure and Notice MEETING DATE' August 20, 2003 PREPARED 13Y: Public Works Director RECOMMENDED ACTION: That the City Council adopt the following resolutions: Resolution of Preliminary Determination to Propose the Formation of a Maintenance Assessment District, to Levy an Annual Assessment for Cost Incurred and Preliminary Approval of Engineer's Report, 2. Resolution of Intention to Order the Formation of a Maintenance Assessment District, to Levy and Collect an Annual Assessment for Maintenance and Operation of Improvements and for Costs. and Expenses and Setting Time and Place of Public Meeting and Public Hearing and Setting Forth Mailed Property Owner Ballot Procedure and Notice. BACKGROUND INFORMATION: Developer of the Almondwood Estates Subdivision, Tract No. 3273, has elected to form an assessment district pursuant to the Landscaping and Lighting Act of 1972 for the purpose of installing and/or maintaining the public improvements described in Exhibit 1 Almondwood Estates consists of a 74 -lot residential subdivision in the southeastern portion of the City. The project is being developed by KB Home. The action requested of the City Council will initiate the steps leading to formation of the district and preliminarily approve the Engineer's Report. Additio nally, the City Council will set a public meeting for October 1, 2003, to hear public testimony on the formation and proposed assessments and will set a public hearing for October 15, 2003, to receive further public input and to finally act to form the district. A schedule of events culminating in the election to form the district and approving the Engineer's Report is provided in Exhibit 2. The Engineer`s Report, prepared by Thompson-Hysell Engineers, a division of The Keith Companies, Inc., of Modesto, California, is attached as Exhibit 3. It presents a description of the project, defines the area, describes the improvements to be maintained and provides a cost estimate of the First Year Esti.mated Assessment and sets the Maximum Annual Assessment amount. Exhibit 4 presents the tabulation of estimated costs. The annual assessment includes costs for maintaining the improvements, utilities, replacement reserves, and administration of the district. Three principal maintenance activities are covered by the district, including the reverse frontage wall and landscaping along Stockton Street and Almond Drive, maintenance of the street trees within the parkway areas of the subdivision and a fair share APPROVED: Flynn --- City Manager Main !District 08112/03 Adopt Resolution of Preliminary Determination to Propose the Formation of a Maintenance Assessment District, to Levy an Annual Assessment for Cost Incurred and Preliminary Approval of Engineer's Report; and Adopt Resolution of Intention to Order the Formation of a Maintenance Assessment District, to Levy and Collect an Annual Assessment for Maintenance and Operation of Improvements and for Costs and Expenses and Setting Time and Place of Public Meeting and Public Hearing and Setting Forth Mailed Property Owner Ballot Procedure and Notice August 20, 2003 Page 2 of public park maintenance. In May of each ensuing year, an Engineer's Report will be prepared and presented to the City Council for approval that will set the Estimated Assessment for the following tax year. As is the case now, the costs in the Engineer's Report will be based upon actual contract prices. It is anticipated that administrative services will be bid and contracted on an annual basis. Presently, the subdivision is comprised of three parcels that are expected to subdivide, upon and:: subsequent to the formation of the assessment district. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll as set forth in Exhibit 5. Election ballots will be distributed to the owners of record as of the date of ballot preparation. Voting is based upon acres and two-thirds majority vote is required to form the district. It is expected that:none of the lots will be sold to individual homeowners prior to formation of the district on October 15, 2003. The First Year Assessment will be added to the tax roll for Fiscal Year 2004-05 and the first revenues from the district will not be received until December 2004. Until such time the City receives funds from the district, the developer remains responsible for the regular and ongoing maintenance of the public.wall and landscape improvements. This requirement will be addressed in an amendment to the Subdivision Improvement Agreement that will be presented to the City Council October 15, 2003, FUNDING; Applicant fees and reimbursement from funds collected through the assessment district. Richar C. Prima, Jr. Public Works Director Prepared by F. Wally Sandefin, City Engineer RCP1l_WS1PM11 Attachments co: Randy Hays, City Attorney Tony Goehring, Parks and Recreation Director George Bradley, Street Superintendent MaintenanceAssessmentDistrict 08/12/03 EXHIBIT 1 DESCRIPTION OF IMPROVEMENTS A. A masonry wall and 8.5' 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 1,220 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. Exhibit 2 City of Lodi LLD Almondwood Estates Zone 1 Landscape Maintenance Assessment District Formation and Budget Election Date July 30, 2003 August 1, 2003 August 20, 2003 August 29, 2003 September 11, 2003 September 25, 2003 October 1, 2003 October 15, 2003 Time Table Activity/Tasks Distribution of preliminary draft Engineer's Report Initial Resolutions to City Council Communication, Finalized Engineer's Report City Council Meeting to: Resolution of Preliminary Determination to Form District Resolution of Intention (sets Public Meeting on October 1, 2003 and Public Hearing and date of Election on October 15, 2003) Last day to Mail Notice and Ballot Council Communication re: October 1, 2003 Public Meeting Resolutions to City Approve Engineer's Report Establish Assessment District Tally vote/Declare results Council Communication City Council Meeting: Public Meeting Last day to receive Ballots October 15, 2003 City Council meeting to: Public Hearing/Tally vote/Declare results Establish Assessment District CoL Timetable 7-29-03v.2 EXHIBIT 3 ENGINEER'S REPORT ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 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 AUGUST 2003 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 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: , 2003. IM Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of , 2003. , City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Lodi, California on the day of , 2003. , City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of , 2003. , City Clerk, City of Lodi San Joaquin County, California mm August 11, 2003 The Honorable Mayor and City Council of The City of Lodi, CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements of the "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Almondwood Estates) in the Lodi Consolidated Landscape Maintenance Assessment District No. 1. BACKGROUND The Almondwood Estates zone consists of a 74- lot residential development in the southeastern portion of the City of Lodi. The development is being pursued by KB Home. This report is relative to the proposed Almondwood Estates Landscape Maintenance District of the City of Lodi Consolidated Landscape Maintenance Assessment District which provides annual funds for the maintenance of various public landscape improvements. PHASED DEVELOPMENT The Almondwood Estates development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment. The Almondwood Estates project, when completed, will include an estimated 74 single-family residential lots. ASSESSMENT DISTRICT AREA The area of Almondwood Estates is described as all of the property within the following assessor's parcels identified by assessor's number (APN): Book Page Parcel 062 06 4, 12, 13 Engineer's Report Almondwood Estates Page 2 of 8 August 11, 2003 A boundary map is attached to this Engineer's Report as Exhibit C. The assessment diagrams for the Almondwood Estates Landscape Maintenance District are attached to the Engineer's Report as Exhibit D. Sheet No. 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Almondwood Estates Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED (SEE EXHIBIT The Almondwood Estates Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas which are described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30 or until such time as funds are available for maintenance, at which time the new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion (also see Exhibit B). 1. Description of Improvements for Future Development A. A masonry wall and 8.5' 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 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. ALLOCATION OF COSTS Assessments for the Almondwood Estates 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 Almondwood Estates recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessments are as follows: Engineer's Report Almondwood Estates Page 3 of 8 August 11, 2003 Dwelling Unit Equivalent Factor (dueF) The dueF for each use is as follows: E. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. F. Multiple -Family Residential All parcels determined to be developed for multiple- family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. C. Commercial/Office All parcels determined to be developed for commercial or office uses shall have the dueF factor calculated as follows: 5 dueF per acre for the first 7.5 acres 2.5 dueF per acre for the next 7.5 acres 1.25 dueF per acre for all acreage over 15 acres. D. Other Uses All parcels determined to have uses other than identified above shall have a dueF established at the time of the first annual budget affecting such areas as determined by the Engineer or other officer appointed by the City of Lodi to prepare the annual cost spread. The determined dueF shall follow the character of the factors assigned above as nearly as practicable, but the determination shall be the sole responsibility of the appointed parry and the City of Lodi. E. Zero Dwelling Unit Equivalent Factor (dueF) Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a 2ero 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 remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. Engineer's Report Almondwood Estates Page 4 of 8 August 11, 2003 2. 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. 3. Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single- family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single- family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will all have a zero dueF and consequently a zero due and a zero assessment. 4. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 1 are particular and distinct benefits (hereinafter "special benefits') over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. Engineer's Report Almondwood Estates Page 5 of 8 August 11, 2003 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: Lots 1- 74 in Almondwood Estates shall be assessed equally for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of. 1) five percent (5.0%), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. ESTIMATE OF COSTS The location and size of a park serving this subdivision are designated in Park, Recreation and Open Space Plan (1994). The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: water for plants and trees, weeding, pruning, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, maintenance of walls, rebuilding damaged walls, removal of graffiti, and maintaining and replacing all sprinkler lines and heads. Engineer's Report Almondwood Estates Page 6 of 8 August 11, 2003 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 MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,500.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Future Park Site $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 $2,700.00 Replacement Reserve $1,600.00 $1,600.00 Subtotal Walls $4,300.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 Engineer's Report Almondwood Estates Page 7 of 8 August 11, 2003 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total dueF 74 74 Assessment per dueF $292.00 $403.00 MAXIMUM ANNUAL ASSESSMENT $403.00 FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $4,000.00 $4,000.00 Publication $100.00 $100.00 City Administration Fee $2,000.00 $2,000.00 County Administration Fee $900.00 $900.00 Subtotal Administration Costs $7,000.00 $7,000.00 Contingency $1,408.00 $1,422.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total dueF 74 74 Assessment per dueF $292.00 $403.00 MAXIMUM ANNUAL ASSESSMENT $403.00 Engineer's Report Almondwood Estates Page 8 of 8 August 11, 2003 ASSESSMENT ROLL The assessment roll for the fiscal year 2004-2005 is as follows: The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 1. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, 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 approval by resolution dated this day of , 2003. THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 P: TODI\ I 2288000\11d\Eng Rpt.doc-rkc 2004-2005 2004-2005 Assess- No. of Est. Max. Annual meat APN No. Future Lot Nos. Owner Residential Assessment Assessment No. Lots Amount Amount 1 062-060-04 Lots 1-27, 28 (portion), 64 Concord 36 $10,512.00 $14,508.00 (portion), 66 (portion), Development 67-74 Inc. 2 062-060-12 28 (portion), 29-35, 36 Concord 19 $5,548.00 $7,657.00 (portion), 54-56 (portion), Development 57-63, Inc. 64 (portion), 65, 66(portion) 3 062-060-13 36 (portion), 37-53, Allen H. Liu 19 $5,548.00 $7,657.00 54-56(portion) Total 74 $21,608.00 $29,822.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 1. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, 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 approval by resolution dated this day of , 2003. THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 P: TODI\ I 2288000\11d\Eng Rpt.doc-rkc EXHIBIT 4 SUMMARY OF ESTIMATED DISTRICT COSTS FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,500.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Public Park Area $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 $2,700.00 Replacement Reserve $1,600.00 $1,600.00 Subtotal Walls $4,300.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $4,000.00 $4,000.00 Publication $100.00 $100.00 City Administration Fee $2,000.00 $2,000.00 County Administration Fee $900.00 $900.00 Subtotal Administration Costs $7,000.00 $7,000.00 Contingency $1,408.00 $1,422.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total dueF74 74 Assessment per dueF $292.00 $403.00 EXHIBIT 5 ASSESSMENT ROLL ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA DIAGRAM NUMBER COUNTY ASSESSOR NUMBER UNIT NO. LOT NO. FY 2004-2005 ESTIMATED ASSESSMENT AMOUNT FY 2004-2005 MAXIMUM ASSESSMENT AMOUNT 1 062-060-04 Almondwood Estates Lot No. 1 $292.00 $403.00 2 062-060-04 Almondwood Estates Lot No. 2 $292.00 $403.00 3 062-060-04 Almondwood Estates Lot No. 3 $292.00 $403.00 4 062-060-04 Almondwood Estates Lot No. 4 $292.00 $403.00 5 062-060-04 Almondwood Estates Lot No. 5 $292.00 $403.00 6 062-060-04 Almondwood Estates Lot No. 6 $292.00 $403.00 7 062-060-04 Almondwood Estates Lot No. 7 $292.00 $403.00 8 062-060-04 Almondwood Estates Lot No. 8 $292.00 $403.00 9 062-060-04 Almondwood Estates Lot No. 9 $292.00 $403.00 10 062-060-04 Almondwood Estates Lot No. 10 $292.00 $403.00 11 062-060-04 Almondwood Estates Lot No. 11 $292.00 $403.00 12 062-060-04 Almondwood Estates Lot No. 12 $292.00 $403.00 13 062-060-04 Almondwood Estates Lot No. 13 $292.00 $403.00 14 062-060-04 Almondwood Estates Lot No. 14 $292.00 $403.00 15 062-060-04 Almondwood Estates Lot No. 15 $292.00 $403.00 16 062-060-04 Almondwood Estates Lot No. 16 $292.00 $403.00 17 062-060-04 Almondwood Estates Lot No. 17 $292.00 $403.00 18 062-060-04 Almondwood Estates Lot No. 18 $292.00 $403.00 19 062-060-04 Almondwood Estates Lot No. 19 $292.00 $403.00 20 062-060-04 Almondwood Estates Lot No. 20 $292.00 $403.00 21 062-060-04 Almondwood Estates Lot No. 21 $292.00 $403.00 22 062-060-04 Almondwood Estates Lot No. 22 $292.00 $403.00 23 062-060-04 Almondwood Estates Lot No. 23 $292.00 $403.00 24 062-060-04 Almondwood Estates Lot No. 24 $292.00 $403.00 25 062-060-04 Almondwood Estates Lot No. 25 $292.00 $403.00 26 062-060-04 Almondwood Estates Lot No. 26 $292.00 $403.00 27 062-060-04 Almondwood Estates Lot No. 27 $292.00 $403.00 28 062-060-04, Almondwood Estates Lot No. 28 062-060-12 $292.00 $403.00 29 062-060-12 Almondwood Estates Lot No. 29 $292.00 $403.00 30 062-060-12 Almondwood Estates Lot No. 30 $292.00 $403.00 31 062-060-12 Almondwood Estates Lot No. 31 $292.00 $403.00 32 062-060-12 Almondwood Estates Lot No. 32 $292.00 $403.00 33 062-060-12 Almondwood Estates Lot No. 33 $292.00 $403.00 34 062-060-12 Almondwood Estates Lot No. 34 $292.00 $403.00 35 062-060-12 Almondwood Estates Lot No. 35 $292.00 $403.00 36 062-060-12, Almondwood Estates Lot No. 36 062-060-13 $292.00 $403.00 37 062-060-13 Almondwood Estates Lot No. 37 $292.00 $403.00 38 062-060-13 Almondwood Estates Lot No. 38 $292.00 $403.00 39 062-060-13 Almondwood Estates Lot No. 39 $292.00 $403.00 40 062-060-13 Almondwood Estates Lot No. 40 $292.00 $403.00 41 062-060-13 Almondwood Estates Lot No. 41 $292.00 $403.00 42 062-060-13 Almondwood Estates Lot No. 42 $292.00 $403.00 p:\lodi\12288000\Ild\MaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 1 of 2 TOTAL $21,608.00 $29,822.00 p:\lodi\12288000\Ild\MaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 2 of 2 FY 2004-2005 FY 2004-2005 COUNTY ESTIMATED MAXIMUM DIAGRAM ASSESSOR ASSESSMENT ASSESSMENT NUMBER NUMBER UNIT NO. LOT NO. AMOUNT AMOUNT 43 062-060-13 Almondwood Estates Lot No. 43 $292.00 $403.00 44 062-060-13 Almondwood Estates Lot No. 44 $292.00 $403.00 45 062-060-13 Almondwood Estates Lot No. 45 $292.00 $403.00 46 062-060-13 Almondwood Estates Lot No. 46 $292.00 $403.00 47 062-060-13 Almondwood Estates Lot No. 47 $292.00 $403.00 48 062-060-13 Almondwood Estates Lot No. 48 $292.00 $403.00 49 062-060-13 Almondwood Estates Lot No. 49 $292.00 $403.00 50 062-060-13 Almondwood Estates Lot No. 50 $292.00 $403.00 51 062-060-13 Almondwood Estates Lot No. 51 $292.00 $403.00 52 062-060-13 Almondwood Estates Lot No. 52 $292.00 $403.00 53 062-060-13 Almondwood Estates Lot No. 53 $292.00 $403.00 54 062-060-12, Almondwood Estates Lot No. 54 062-060-13 $292.00 $403.00 55 062-060-12, Almondwood Estates Lot No. 55 062-060-13 $292.00 $403.00 56 062-060-12, Almondwood Estates Lot No. 56 062-060-13 $292.00 $403.00 57 062-060-12 Almondwood Estates Lot No. 57 $292.00 $403.00 58 062-060-12 Almondwood Estates Lot No. 58 $292.00 $403.00 59 062-060-12 Almondwood Estates Lot No. 59 $292.00 $403.00 60 062-060-12 Almondwood Estates Lot No. 60 $292.00 $403.00 61 062-060-12 Almondwood Estates Lot No. 61 $292.00 $403.00 62 062-060-12 Almondwood Estates Lot No. 62 $292.00 $403.00 63 062-060-12 Almondwood Estates Lot No. 63 $292.00 $403.00 64 062-060-04, Almondwood Estates Lot No. 64 062-060-12 $292.00 $403.00 65 062-060-12 Almondwood Estates Lot No. 65 $292.00 $403.00 66 062-060-04, Almondwood Estates Lot No. 66 062-060-12 $292.00 $403.00 67 062-060-04 Almondwood Estates Lot No. 67 $292.00 $403.00 68 062-060-04 Almondwood Estates Lot No. 68 $292.00 $403.00 69 062-060-04 Almondwood Estates Lot No. 69 $292.00 $403.00 70 062-060-04 Almondwood Estates Lot No. 70 $292.00 $403.00 71 062-060-04 Almondwood Estates Lot No. 71 $292.00 $403.00 72 062-060-04 Almondwood Estates Lot No. 72 $292.00 $403.00 73 062-060-04 Almondwood Estates Lot No. 73 $292.00 $403.00 74 062-060-04 Almondwood Estates Lot No. 74 $292.00 $403.00 TOTAL $21,608.00 $29,822.00 p:\lodi\12288000\Ild\MaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 2 of 2 5 �AILIU '?NOR» m � � �� � ` \\ � -} \ , \/ � k � \ \ %G 2� \� � 5 �AILIU '?NOR» m Q W NCS O z i�_u Lam: X42 'ct C7 cn n c o o r �¢la G���a LJ Z h �3S r s w C7 q 3A(96 UNO77Y eti ,dao rr gas �� FTI B ^ ),VM GOOMN31AVN . �. ! s ,` � ....E � ♦� ,�\ i i E t33tt�s t 773A4XVn A VIM G Z. � 2 s -z r4L k'✓V SKS-,_ ... .. g i i N t I I I N r-> •v 4f Y6 w� 4} - C) o x ---------- r� Q { z. 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Al ` � � Y p•� �'9 ra N'eA PE[�^g P'P C] NN�4N � tT Nj Cst rCS M � as a eq eee'f i � ^vPSN �-3n oe��s ev a <c moUa t.. eST--`x i� h 3i;t2 Q u'f'J W v I �5 w U VL ---J / 11J/i0.7 � a QUCrV1N70 _ qy� i i I ��,�txtri r �j �I 3i;t2 Q u'f'J W v I �5 w U VL ---J / 11J/i0.7 � a QUCrV1N70 _ qy� i i I ��,�txtri r RESOLUTION NO. 2003-153 BEFORE THE CITY COUNCIL OF THE CITY OF LODI, A RESOLUTION OF PRELIMINARY DETERMINATION TO PROPOSE THE FORMATION OF A MAINTENANCE ASSESSMENT DISTRICT, TO LEVY AN ANNUAL ASSESSMENT FOR COSTS INCURRED AND PRELIMINARY APPROVAL OF ENGINEER'S REPORT ALMONDWOOD ESTATES ASSESSMENT DISTRICT ZONE 1 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 form an assessment district and to levy and collect assessments pursuant to the Landscaping and Lighting Act of 1972 (Streets. & Highway Code, §22500, et seq.) (the "Act"). 2. The improvements to be installed and/or maintained in this assessment district are generally described in Exhibit A attached hereto and incorporated herein as though set out in full. 3. This assessment district shall be known as Almondwood Estates Assessment District Zone 1, Lodi Consolidated Landscape Maintenance District No. 2003-1 (Landscaping and Lighting Act of 1972), City of Lodi, San Joaquin County, California. The district encompasses approximately fourteen and four tenths (14.4) acres of residential area comprising a 74 -lot subdivision in the southeastern portion of the City of Lodi. It is bounded on the west by Stockton Street and on the south by Almond Drive in the City of Lodi, California. 4. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., of Modesto, California, is directed to prepare and file a report in accordance with Article 4 (commencing with Section 22565 of Chapter 1 of Streets & Highways Code). 5. Thompson-Hysell Engineering, a division of The Keith Companies, Inc., designated engineer, in accordance with the Council's directive herein, has filed with the City Clerk the Report required by the Act, which Report is hereby preliminarily approved. Dated: August 20, 2003 ------------------------------------------------------------------------ ------------------------------------------------------------------------ hereby certify that Resolution No. 2003-153 was passed and adopted by the City Council of the City of Lodi in a regular meeting held August 20, 2003, by the following vote: AYES: COUNCIL MEMBERS — Hansen, Howard, and Mayor Hitchcock NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — Beckman and Land ABSTAIN: COUNCIL MEMBERS — None SUSAN J. BLACKSTON City Clerk 2003-153 EXHIBIT 1 DESCRIPTION OF IMPROVEMENTS A. A masonry wall and 8.5' 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 1,220 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. Exhibit 2 City of Lodi LLD Almondwood Estates Zone 1 Landscape Maintenance Assessment District Formation and Budget Election Time Table Date Activity/Tasks July 30, 2003 Distribution of preliminary draft Engineer's Report August 1, 2003 Initial Resolutions to City Council Communication, Finalized Engineer's Report August 20, 2003 City Council Meeting to: Resolution of Preliminary Determination to Form District Resolution of Intention (sets Public Meeting on October 1, 2003 and Public Hearing and date of Election on October 15, 2003) August 29, 2003 Last day to Mail Notice and Ballot September 11, 2003 Council Communication re: October 1, 2003 Public Meeting September 25, 2003 Resolutions to City Approve Engineer's Report Establish Assessment District Tally vote/Declare results Council Communication October 1, 2003 City Council Meeting: Public Meeting October 15, 2003 Last day to receive Ballots October 15, 2003 City Council meeting to: Public Hearing/Tally vote/Declare results Establish Assessment District CoL Timetable 7-29-03v.2 EXHIBIT 3 ENGINEER'S REPORT ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO.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 AUGUST 2003 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 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: )2003. Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 I HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of , 2003. City Clerk, City of Lodi San Joaquin County, California I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confirmed by the City Council of the City of Lodi, California on the day of , 2003. , City Clerk, City of Lodi San Joaquin County, California LI -VA 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 2003. City Clerk, City of Lodi San Joaquin County, California August 11, 2003 The Honorable Mayor and City Council of The City of Lodi, CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements of the "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Almondwood Estates) in the Lodi Consolidated Landscape Maintenance Assessment District No. 1. BACKGROUND The Almondwood Estates zone consists of a 74 -lot residential development in the southeastern portion of the City of Lodi. The development is being pursued by KB Home. This report is relative to the proposed Almondwood Estates Landscape Maintenance District of the City of Lodi Consolidated Landscape Maintenance Assessment District which provides annual funds for the maintenance of various public landscape improvements. PHASED DEVELOPMENT The Almondwood Estates development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified The costs of the maintenance of the new improvements, if any, shall be added to and included in the, next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in determining the maximum annual assessment. The Almondwood Estates project, when completed, will include an estimated 74 single-family residential lots. ASSESSMENT DISTRICT AREA The area of Almondwood Estates is described as all of the property within the following assessor's parcels identified by assessor's number (APN): Book Page Parcel 062 06 4, 12, 13 Engineer's Report Almondwood Estates Page 2 of 8 August 11, 2003 A boundary map is attached to this Engineer's Report as Exhibit C. The assessment diagrams for the Almondwood Estates Landscape Maintenance District are attached to the Engineer's Report as Exhibit D. Sheet No. 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Almondwood Estates Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED (SEE EXHIBIT B) The Ahnondwood Estates Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas which are described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following June 30 or until such time as funds are available for maintenance, at which time the new areas shall be incorporated into the areas already being maintained by the District. The following improvements shall be included in the District upon their completion (also see Exhibit B). Description of Improvements for Future Development A. A masonry wall and 8.5' wide landscaping area along the east side of Stockton Street from the project's north boundary to Almond Drive, including the angled comer section at Elgin Avenue, approximately 1220 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. ALLOCATION OF COSTS Assessments for the Almondwood Estates 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 Almondwood Estates recorded Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessments are as follows: Engineer's Report Almondwood Estates Page 3 of 8 August 11, 2003 1. Dwelling Unit Equivalent Factor (dueF) The dueF for each use is as follows: E. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. F. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. C. Commercial/Office All parcels determined to be developed for commercial or office uses 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 fust 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 Dwelling Unit Equivalent Factor (dueF) Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a xro 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 remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. Engineer's Report Almondwood Estates Page 4 of 8 August 11, 2003 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. Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels otherthan single- family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single- family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will all have a zero dueF and consequently a zero due and a zero assessment. 4. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance withthe provisions of Proposition 218, adding Article XIII D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 1 are particular and distinct benefits (hereinafter "special benefits' ) over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related urban uses. Benefits are determined to be 100% special benefits and 0% general benefits. Also, in keeping with the requirements of Proposition 218, no annual individual assessments shall be increased above the amounts assessed under the established criteria for each zone for the preceding fiscal year without an election approval. Engineer's Report Almondwood Estates Page 5 of 8 August 11, 2003 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 1-74 in Almondwood Estates shall be assessed equally for the estimated costs ofmaintenance 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 (5.00/6), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. ESTIMATE OF COSTS The location and size of a park serving this subdivision are designated in Park, Recreation and Open Space Plan (1994). The estimated costs are for public amenity maintenance only. All improvements will be installed at no cost to the Landscape Maintenance Assessment District. The assessment will not be levied until needed, upon development and City acceptance of the improvements. Items considered in the maintenance cost include, but are not limited to: water for plants and trees, weeding, priming, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, maintenance of walls, rebuilding damaged walls, removal of graffiti, and maintaining and replacing all sprinkler lines and heads. Engineer's Report Almondwood Estates Page 6 of 8 August 11, 2003 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 MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,500.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Future Park Site $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 $2,700.00 Replacement Reserve $1,600.00 $1,600.00 Subtotal Walls $4,300.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 Engineer's Report Almondwood Estates Page 7 of 8 August 11, 2003 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report Publication City Administration Fee County Administration Fee Subtotal Administration Costs Contingency Total Estimated Revenue Required for 2004-2005 Fiscal Year Total Appropriation Required from Existing Fund Balance Total Estimated Assessment for 2004-2005 Fiscal Year Total dueF Assessment per dueF MAXIMUM ANNUAL ASSESSMENT FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT $4,000.00 $4,000.00 $100.00 $100.00 $2,000.00 $2,000.00 $900.00 $900.00 $7,000.00 $7,000.00 $1,408.00 $1,422.00 $21,608.00 $29,822.00 $0.00 $0.00 $21,608.00 $29,822.00 74 74 $292.00 $403.00 $403.00 Engineer's Report Almondwood Estates Page 8 of 8 August 11, 2003 ASSESSMENT ROLL The assessment roll for the fiscal year 2004-2005 is as follows: Assess- No. of 2004-2005 2004-2005 ment APN No. Future Lot Nos. Owner Residential Est. Max. Annual No. Lots Assessment Assessment Amount Amount l 062-060-04 Lots 1-27, 28 (portion), 64 Concord 36 $10,512.00 $14,508.00 (portion), 66 (portion), Development 67-74 Inc. 2 062-06012 28 (portion), 29-35, 36 Concord 19 $5,548.00 $7,657.00 (portion), 54-56 (portion), Development 57-63, Inc. 64 (portion), 65, 66(portion) 3 062-06013 36 (portion), 37-53, Allen H. Liu 19 $5,548.00 $7,657.00 5456(portion) Total 74 $21,608.00 $29,822.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 1. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, 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 approval by resolution dated this day of 92003. THOMPSON-HYSELL ENGINEERS Engineer of Work BY: Michael T. Persak RCE 44908 P:\L0DI\12288000111d\Eng Rpt.doc-rkc EXHIBIT 4 SUMMARY OF ESTIMATED DISTRICT COSTS FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,500.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Public Park Area $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 $2,700.00 Replacement Reserve $1,600.00 $1,600.00 Subtotal Walls $4,300.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $4,000.00 $4,000.00 Publication $100.00 $100.00 City Administration Fee $2,000.00 $2,000.00 County Administration Fee $900.00 $900.00 Subtotal Administration Costs $7,000.00 $7,000.00 Contingency $1,408.00 $1,422.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total dueF74 74 Assessment per dueF $292.00 $403.00 EXHIBIT 5 ASSESSMENT ROLL ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA p:Uodi1122880001IldlMaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 1 of 2 FY 2004-2005 FY 2004-2005 COUNTY ESTIMATED MAXIMUM DIAGRAM ASSESSOR ASSESSMENT ASSESSMENT NUMBER NUMBER UNIT NO. LOT NO. AMOUNT AMOUNT 1 062-060-04 Almondwood Estates Lot No. 1 $292.00 $403.00 2 062-060-04 Almondwood Estates Lot No. 2 $292.00 $403.00 3 062-060-04 Almondwood Estates Lot No. 3 $292.00 $403.00 4 062-060-04 Almondwood Estates Lot No. 4 $292.00 $403.00 5 062-060-04 Almondwood Estates Lot No. 5 $292.00 $403.00 6 062-060-04 Almondwood Estates Lot No. 6 $292.00 $403.00 7 062-060-04 Almondwood Estates Lot No. 7 $292.00 $403.00 8 062-060-04 Almondwood Estates Lot No. 8 $292.00 $403.00 9 062-060-04 Almondwood Estates Lot No. 9 $292.00 $403.00 10 062-060-04 Almondwood Estates Lot No. 10 $292.00 $403.00 11 062-060-04 Almondwood Estates Lot No. 11 $292.00 $403.00 12 062-060-04 Almondwood Estates Lot No. 12 $292.00 $403.00 13 062-060-04 Almondwood Estates Lot No. 13 $292.00 $403.00 14 062-060-04 Almondwood Estates Lot No. 14 $292.00 $403.00 15 062-060-04 Almondwood Estates Lot No. 15 $292.00 $403.00 16 062-060-04 Almondwood Estates Lot No. 16 $292.00 $403.00 17 062-060-04 Almondwood Estates Lot No. 17 $292.00 $403.00 18 062-060-04 Almondwood Estates Lot No. 18 $292.00 $403.00 19 062-060-04 Almondwood Estates Lot No. 19 $292.00 $403.00 20 062-060-04 Almondwood Estates Lot No. 20 $292.00 $403.00 21 062-060-04 Almondwood Estates Lot No. 21 $292.00 $403.00 22 062-060-04 Almondwood Estates Lot No. 22 $292.00 $403.00 23 062-060-04 Almondwood Estates Lot No. 23 $292.00 $403.00 24 062-060-04 Almondwood Estates Lot No. 24 $292.00 $403.00 25 062-060-04 Almondwood Estates Lot No. 25 $292.00 $403.00 26 062-060-04 Almondwood Estates Lot No. 26 $292.00 $403.00 27 062-060-04 Almondwood Estates Lot No. 27 $292.00 $403.00 28 062-060-04, Almondwood Estates Lot No. 28 062-060-12 $292.00 $403.00 29 062-060-12 Almondwood Estates Lot No. 29 $292.00 $403.00 30 062-060-12 Almondwood Estates Lot No. 30 $292.00 $403.00 31 062-060-12 Almondwood Estates Lot No. 31 $292.00 $403.00 32 062-060-12 Almondwood Estates Lot No. 32 $292.00 $403.00 33 062-060-12 Almondwood Estates Lot No. 33 $292.00 $403.00 34 062-060-12 Almondwood Estates Lot No. 34 $292.00 $403.00 35 062-060-12 Almondwood Estates Lot No. 35 $292.00 $403.00 36 062-060-12, Almondwood Estates Lot No. 36 062-060-13 $292.00 $403.00 37 062-060-13 Almondwood Estates Lot No. 37 $292.00 $403.00 38 062-060-13 Almondwood Estates Lot No. 38 $292.00 $403.00 39 062-060-13 Almondwood Estates Lot No. 39 $292.00 $403.00 40 062-060-13 Almondwood Estates Lot No. 40 $292.00 $403.00 41 062-060-13 Almondwood Estates Lot No. 41 $292.00 $403.00 42 062-060-13 Almondwood Estates Lot No. 42 $292.00 $403.00 p:Uodi1122880001IldlMaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 1 of 2 p:Uodi1122880001I1d%MaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 2 of 2 FY 2004-2005 FY 2004-2005 COUNTY ESTIMATED MAXIMUM DIAGRAM ASSESSOR ASSESSMENT ASSESSMENT NUMBER NUMBER UNIT NO. LOT NO. AMOUNT AMOUNT 43 062-060-13 Almondwood Estates Lot No. 43 $292.00 $403.00 44 062-060-13 Almondwood Estates Lot No. 44 $292.00 $403.00 45 062-060-13 Almondwood Estates Lot No. 45 $292.00 $403.00 46 062-060-13 Almondwood Estates Lot No. 46 $292.00 $403.00 47 062-060-13 Almondwood Estates Lot No. 47 $292.00 $403.00 48 062-060-13 Almondwood Estates Lot No. 48 $292.00 $403.00 49 062-060-13 Almondwood Estates Lot No. 49 $292.00 $403.00 50 062-060-13 Almondwood Estates Lot No. 50 $292.00 $403.00 51 062-060-13 Almondwood Estates Lot No. 51 $292.00 $403.00 52 062-060-13 Almondwood Estates Lot No. 52 $292.00 $403.00 53 062-060-13 Almondwood Estates Lot No. 53 $292.00 $403.00 54 062-060-12, Almondwood Estates Lot No. 54 062-060-13 $292.00 $403.00 55 062-060-12, Almondwood Estates Lot No. 55 062-060-13 $292.00 $403.00 56 062-060-12, Almondwood Estates Lot No. 56 062-060-13 $292.00 $403.00 57 062-060-12 Almondwood Estates Lot No. 57 $292.00 $403.00 58 062-060-12 Almondwood Estates Lot No. 58 $292.00 $403.00 59 062-060-12 Almondwood Estates Lot No. 59 $292.00 $403.00 60 062-060-12 Almondwood Estates Lot No. 60 $292.00 $403.00 61 062-060-12 Almondwood Estates Lot No. 61 $292.00 $403.00 62 062-060-12 Almondwood Estates Lot No. 62 $292.00 $403.00 63 062-060-12 Almondwood Estates Lot No. 63 $292.00 $403.00 64 062-060-04, Almondwood Estates Lot No. 64 062-060-12 $292.00 $403.00 65 062-060-12 Almondwood Estates Lot No. 65 $292.00 $403.00 66 062-060-04, Almondwood Estates Lot No. 66 062-060-12 $292.00 $403.00 67 062-060-04 Almondwood Estates Lot No. 67 $292.00 $403.00 68 062-060-04 Almondwood Estates Lot No. 68 $292.00 $403.00 69 062-060-04 Almondwood Estates Lot No. 69 $292.00 $403.00 70 062-060-04 Almondwood Estates Lot No. 70 $292.00 $403.00 71 062-060-04 Almondwood Estates Lot No. 71 $292.00 $403.00 72 062-060-04 Almondwood Estates Lot No. 72 $292.00 $403.00 73 062-060-04 Almondwood Estates Lot No. 73 $292.00 $403.00 74 062-060-04 Almondwood Estates Lot No. 74 $292.00 $403.00 TOTAL $21,608.00 $29,822.00 p:Uodi1122880001I1d%MaintenanceAssessmentDistrict_Exhibit5.xls-rkc Page 2 of 2 It" :?AV4a ONOtyly L Dais 7-,3.4lXtjT \ IX \ \ 7 25 b � Q � | it - IR It" :?AV4a ONOtyly L Dais 7-,3.4lXtjT WZA� am r-. is jrAM"WN WAY Oc 7 3 �.2 '4 57 50 ----------------------------------------------- ---- ..... . 0A, W.36,2.9% 062.43' ASSESSMENT DIAGRAM, ZONE I ALMONDWOOD ESTATES CITY OF LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI, L SAN JOAQUIN COUNTY STATE OF CALIFORNIA ,I IIT11114 1 3-1 - u� ';YI rs F -7 1 77 (7-1- 5,' 44 PLACE lyt, es S7OCKT0M STREET 1A & LEGEND: ASSESSMENT DIAGRAM INDEX &2w- Bff- PARCELS 062 060 4, IZ IJ BEING THE MORIN EAST PORTION OF SECTION li T.J N, R. 5 E.. M. D. B. & M., CITY OF LODI, SAN J0A0L#fj COUNTY, CALIFORNIA MM m &W- v rw an arae cl rw V"a eaa r -s .1"—.....—___— "I --am 0, PC W W Ems' — ft-cwm A-Ammmmlw.- - olwc�ff Orw~ Im ofaffir I VA4* Or C*#WW .--- or sw cowft. O"X" NO ct rW WWOW (PIE $W ASSEMW MGM -. jWl A VW AMRWkr MA=W WWW OF VW NO I to AwA*y 9K B&w o�a L woonm or �M � S�W NO & j WoXW 5 A SW jMMW IWAM 4SSEUCI'S wx C.Mocuments and Satfings*galther.LODhLocal Settings\Temporary Internet FPeskOLKF\rnaIrkt—dist—C.dwg, 08/1212003 03:45:00 PM, kgalow mg Li PH `N m -s c c'o G N� a 0 N V' m ; � V O � 4 A Emig M1 �I4I��4 4R4LLaP �<AA N,�[00 ^Mla�O IO:i eimit id mdddm Z ui�F 7f Y Y Y Yviaf �zddrc dtiiao: <muo wui-� 3AIbfO OPYONN AVA 000MN3i1V8 L 7' Lufxvn 41 3AIbfO OPYONN AVA 000MN3i1V8 L 7' Lufxvn RESOLUTION NO. 2003-154 BEFORE THE CITY COUNCIL OF THE CITY OF LODI, A RESOLUTION OF INTENTION TO ORDER THE FORMATION OF A MAINTENANCE ASSESSMENT DISTRICT, TO LEVY AND COLLECT AN ANNUAL ASSESSMENT FOR MAINTENANCE AND OPERATION OF IMPROVEMENTS AND FOR COSTS AND EXPENSES AND SETTING TIME AND PLACE OF PUBLIC MEETING AND PUBLIC HEARING AND SETTING FORTH MAILED PROPERTY OWNER BALLOT PROCEDURE AND NOTICE ALMONDWOOD ESTATES ASSESSMENT DISTRICT ZONE 1 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 form an assessment district and to levy and collect assessments pursuant to the Landscaping and Lighting Act of 1972 (Streets & Highway Code, § 22500, et seq.) (the "Act'). 2. The improvements to be installed and/or maintained in this assessment district are generally described in Exhibit A attached hereto and incorporated herein as though set out in full. 3. This Assessment District shall be known as Almondwood Estates Assessment District Zone 1 Lodi Consolidated Landscape Maintenance District No. 2003-1 (Landscaping and Lighting Act of 1972), City of Lodi, San Joaquin County, California, and may be referred to by such name in all subsequent proceedings for the levy and collection of assessments on each parcel of real property within the district as provided by the Act. The district encompasses approximately fourteen and four tenths (14.4) acres of residential area comprising a 74 -lot subdivision in the southeastern portion of the City of Lodi. It is bounded on the west by Stockton Street and on the south by Almond Drive in the City of Lodi. 4. In accordance with the City Council's resolution initiating proceedings, Thompson-Hysell Engineering, a division of The Keith Companies, Inc., of Modesto, California, designated engineer, has filed with the City Clerk the Report required by the Act, which Report has been preliminarily approved by this Council. All interested persons are referred to that Report for a full and detailed description of the improvements, the boundaries of the assessment district, the proposed assessments upon assessable lots and parcels of land within the assessment district, and the proposed budget for the fiscal year 2004-05, the estimated cost of annual operation and maintenance of the improvements, and the maximum annual assessment. 5. On Wednesday, October 1, 2003, at the hour of 7:00 p.m., or as soon thereafter as possible, at the regular meeting place of the Lodi City Council, Carnegie Forum, 305 West Pine Street, Lodi, California, the City Council will conduct a public meeting to hear public testimony on the formation of the assessment district and the levy of the proposed assessment; provided, however, that at said meeting, no action shall be taken to create the Assessment District. 6. On Wednesday, October 15, 2003, at the hour of 7:00 p.m., or as soon thereafter as possible, at the regular meeting place of the Lodi City Council, Carnegie Forum, 305 West Pine Street, Lodi, California, the City Council will conduct a public hearing, at which the Council will hear and consider any objections and protests respecting (a) whether the public interest and convenience require the improvements and/or maintenance thereof, (b) the extent of the Assessment District, (c) the estimated costs and expenses of the project, (d) the amounts of the assessments proposed to be levied upon the benefited parcels, and (e) the method or formula by which benefit has been estimated and any other aspect of the proposed Assessment District, to which any interested person may want to object or protest. The City Clerk shall tabulate the assessment ballots received and report the same to the City Council. 7. Notice is further given that Wally Sandelin of the Public Works Department, telephone (209) 333-6709, is the person and the department designated by this Council to answer inquiries regarding the protest proceedings. 8. The City Clerk is hereby authorized and directed to cause notice of the hearings ordered under Sections 5 and 6 hereof to be given by mailing, postage prepaid, in the United States mail, and such notice shall be deemed to have been given when so deposited in such mail. The envelope or cover of the mailing shall include the name of the City and the return address of the City Clerk as the sender. The mailed notice shall be given to all property owners within the Assessment District as shown in the Engineer's Report by such mailing by name to those persons whose name and addresses appear on the last equalized assessment roll of the County of San Joaquin or the State Board of Equalization assessment roll, as the case may be. The notice shall include, but not be limited to, the total amount of the assessment proposed to be levied in the Assessment District, the assessment proposed for the owner's particular parcel(s) and the duration thereof, the reason for the assessment and the basis upon which the amount of the assessment was calculated. Each notice shall also contain an assessment ballot, a summary of the procedures applicable to the completion, return and tabulation of assessment ballots and a statement that the existence of a majority protest will result in the assessment not being imposed. The notice herein provided shall be mailed not less than forty-five (45) days before the date of the public hearing. Dated: August 20, 2003 I hereby certify that Resolution No. 2003-154 was passed and adopted by the City Council of the City of Lodi in a regular meeting held August 20, 2003, by the following vote: AYES: COUNCIL MEMBERS — Hansen, Howard, and Mayor Hitchcock NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — Beckman and Land ABSTAIN: COUNCIL MEMBERS — None V' SUSAN J. BLACKSTON City Clerk 2003-154 -2- EXHIBIT 1 DESCRIPTION OF IMPROVEMENTS A. A masonry wall and 8.5' wide landscaping area along the east side of Stockton Street from the project's north boundary to Almond Drive, including the angled comer section at Elgin Avenue, approximately 1,220 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. Exhibit 2 City of Lodi LLD Almondwood Estates Zone 1 Landscape Maintenance Assessment District Formation and Budget Election Time Table Date Activity/Tasks July 30, 2003 Distribution of preliminary draft Engineer's Report August 1, 2003 Initial Resolutions to City Council Communication, Finalized Engineer's Report August 20, 2003 City Council Meeting to: Resolution of Preliminary Determination to Form District Resolution of Intention (sets Public Meeting on October 1, 2003 and Public Hearing and date of Election on October 15, 2003) August 29, 2003 Last day to Mail Notice and Ballot September 11, 2003 Council Communication re: October 1, 2003 Public Meeting September 25, 2003 Resolutions to City Approve Engineer's Report Establish Assessment District Tally vote/Declare results Council Communication October 1, 2003 City Council Meeting: Public Meeting October 15, 2003 Last day to receive Ballots October 15, 2003 CoL Timetable 7-29-03v.2 City Council meeting to: Public Hearing/Tally vote/Declare results Establish Assessment District EXHIBIT 3 ENGINEER'S REPORT ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 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 AUGUST 2003 ANNUAL ENGINEER'S REPORT FOR THE 2004-2005 FISCAL YEAR ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 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: , 2003. '6 Thompson-Hysell Engineers Engineer of Work Michael T. Persak RCE 44908 1 HEREBY CERTIFY that the enclosed Annual Engineer's Report, together with Boundary Map, Assessment, and Assessment Diagram thereto attached, was filed with me on the day of 2003. , City Clerk, City of Lodi San Joaquin County, California f:3V I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was approved and confined by the City Council of the City of Lodi, California on the day of , 2003. , City Clerk, City of Lodi San Joaquin County, California : I HEREBY CERTIFY that the enclosed Annual Engineer's Report together with Assessment and Assessment Diagram thereto attached, was filed with the Auditor of the County of San Joaquin on the day of 52003. , City Clerk, City of Lodi San Joaquin County, California L:" August 11, 2003 The Honorable Mayor and City Council of The City of Lodi, CA To Whom It May Concern: This report is prepared pursuant to and in compliance with the requirements of the "Landscaping and Lighting Act of 1972," as amended, commencing with the Streets and Highways code sections 22500, et seq. for the creation of a new zone (Almondwood Estates) in the Lodi Consolidated Landscape Maintenance Assessment District No. 1. BACKGROUND The Almondwood Estates zone consists of a 74 -lot residential development in the southeastern portion of the City of Lodi. The development is being pursued by KB Home. This report is relative to the proposed Almondwood Estates Landscape Maintenance District of the City of Lodi Consolidated Landscape Maintenance Assessment District which provides annual funds for the maintenance of various public landscape improvements. PHASED DEVELOPMENT The Almondwood Estates development is currently anticipated to be constructed in a single phase. Annually, the additional public amenity improvements and the additional developed areas, if any, shall be identified. The costs of the maintenance of the new improvements, if any, shall be added to and included in the next annual landscape maintenance budget. These amounts for the additional improvements were accounted for in deternnining the maximum annual assessment. The Almondwood Estates project, when completed, will include an estimated 74 single-family residential lots. ASSESSMENT DISTRICT AREA The area of Almondwood Estates is described as all of the property within the following assessor's parcels idcntifiul by assessor's number (APN): Book Paye Parcel 062 06 4, 12, 13 Engineer's Report Almondwood Estates Page 2 of 8 August 11, 2003 A boundary map is attached to this Engineer's Report as Exhibit C. The assessment diagrams for the Almondwood Estates Landscape Maintenance District are attached to the Engineer's Report as Exhibit D. Sheet No. 1 of the assessment diagrams is a simple overall boundary map. Sheet 2 is the County Assessor's map and is incorporated in, and made a part of, the assessment diagram. PLANS AND SPECIFICATIONS As this project is developed, plans and specifications for the amenity improvements to be maintained by the funds generated by the Almondwood Estates Landscape Maintenance District shall be filed with the City of Lodi and will be incorporated into this report by reference. DESCRIPTION OF AREAS TO BE MAINTAINED (SEE EXHIBIT B) The Almondwood Estates Landscape Maintenance District is created to provide funding for the continued maintenance of the public areas which are described below. During the installation period for each phase, the installer of the improvements will maintain the new improvements until the following .lune 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 (also see Exhibit B). Description of Improvements for Future Development A. A masonry wall and 8.5' 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 lineal feet. B. A masonry wall and 8.5' 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 lineal feet. C. Street parkway trees located with the public street within the District Zone 1 boundary. D. Public park land area of 0.820 acres in size equivalent to current level of service standard for park area within the City of 3.5 acres per thousand persons served. ALLOCATION OF COSTS Assessments for the Almondwood Estates 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 dcveloped by reason of having been included as a lot or parcel in the Almondwood Estates recorded .Final Map or being included within the active developed area in the case of an existing parcel. The criteria for apportioning the costs for the maintenance makes use of a dwelling unit equivalent Factor (dueF) to calculate the benefit for all uses in terms of equivalent dwelling units. The terms, definitions, and procedures followed to develop the annual assessments are i'ollows: Engineer's Report Almondwood Estates Page 3of8 August 11, 2003 1. Dwelling Unit Equivalent Factor (dueF) The dueF for each use is as follows: E. Single -Family Residential All parcels determined to be developed for single-family use shall have a dueF of 1.0 for each parcel. F. Multiple -Family Residential All parcels determined to be developed for multiple -family residential, other than duplex or triplex uses, shall have a dueF of 5.0 per acre for each parcel, in general representative of the approximate single-family yield if the area were developed for that use. C. Commercial/Office All parcels determined to be developed for commercial or office uses 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 detennined 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 o f the appointed party and the City of Lodi. E. Zero Dwelling Unit Equivalent Factor (dueF) Certain parcels, by reason of use, size, shape, or state of development, may be assigned a zero dueF which will consequently result in a zero assessment for that fiscal year. All parcels having such a zero dueF for the previous fiscal year shall annually be reconsidered to determine if the reason for assigning the zero dueF is still valid for the next fiscal year. Parcels which may be expected to have a zero dueF assigned are typically parcels which are all, or nearly all, publicly landscaped, parcels in public ownership, parcels owned by a public utility company and/or used for public utilities, public parks, public schools, and remainder parcels too small or narrow for reasonable residential or commercial use, unless actually in use. Engineer's Report Ahmondwood Estates Page 4 of 8 August 11, 2003 2. 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 nonr►al peripheral and interior lot line public utility easements generally existing over the whole subdivision. Compilation Annually, about May 15, following the determination of the dwelling unit equivalent Factor (dueF) for all developed parcels and the determination of the list of developed parcels by APN for the next fiscal year, all single-family or duplex/triplex residential parcels shall have a dwelling unit equivalent (due) assigned to each parcel equal to the dueF for that parcel. For all parcels other than single-family or duplex/triplex residential parcels, the product of the dueF times the area or adjusted usable area of the parcel, as appropriate, shall be calculated and shall be the due assigned. For developed parcels, the sum of the due assigned to each single-family due for each other parcel shall equal the total due for the next fiscal year. The total amount of revenue required for the next fiscal year shall then be divided by the total due to calculate the assessment per due for the next fiscal year. Parcels defined as not developed for the purposes of determining the landscape maintenance assessments will all have a zero dueF and consequently a zero due and a zero assessment. 4. Allocation of Assessments The assessment for wall maintenance for the next fiscal year shall then be set for each parcel as the product of the calculated dwelling unit equivalent (due) for each parcel, multiplied by the assessment per due for the next fiscal year. METHOD OF ASSESSMENT SPREAD In compliance with the provisions of Proposition 218, adding Article X111 D to the California Constitution, the benefits conferred on each parcel within the Lodi Consolidated Landscape Maintenance District No. 1 are particular and distinct benefits (hereinafter "special benefits") over and above general benefits conferred on such property or to the public at large, in that the individual letter -designated zones in the District each represents a common unit to provide landscape, park, and related amenity maintenance, and monitored irrigation for the development of the property within the individual letter -designated zones in the District generally for residential and related'urban uses. Benefits are determined to lie 100% special benefits and 01/0 general benefits. Also, in keeping with the requirements of Proposition 218, no amival 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. Engineer's Report Almondwood Estates Page 5 of 8 August 11, 2003 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: Lots 1-74 in Almondwood Estates shall be assessed equally for the estimated costs of maintenance for the fiscal year 2004-2005. ANNUAL ESCALATION The maximum assessment amount for each fiscal year shall be increased in an amount equal to the greater of. 1) five percent (5.0%), or 2) the percentage increase of the Local Consumer Price Index (CPI). Consumer Price Index applied is for the San Francisco -Oakland -San Jose County Area for All Urban Consumers, as developed by the U.S. Bureau of Labor Statistics for a similar period of time. ADMINISTRATION It is intended that the City of Lodi, either directly or by subcontract, shall have the responsibility to establish an ongoing Landscape Maintenance Management entity to be known as the Landscape Maintenance District Manager which shall be responsible to establish the annual budget, keep an accounting of the maintenance and operational administrative costs, administer and perform the landscape maintenance either directly or by subcontract, pay all fees, utility costs, taxes, and any and all other operating costs. ESTIMATE OF COSTS The location and size of a park serving this subdivision are designated in Park, Recreation and Open Space Plan (1994). 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 ofthe improvements. Items considered in the maintenance cost include, but are not limited to: water for plants and trees, weeding, pruning, mowing, replacement of plants and trees that may die, maintenance of pavement and sidewalks, maintenance of walls, rebuilding damaged walls, removal of graffiti, and maintaining and replacing all sprinkler lines and heads. Engineer's Report Almondwood Estates Page 6 of 8 August 11, 2003 The annual costs estimated to be collected with the 2004-2005 taxes for the developed areas are as follows: Walls Repair/Maintenance/Graffiti Control $2,700.00 Replacement Reserve $1,600.00 Subtotal Walls $4,300.00 $2,700.00 $1,600.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,5.00.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Future Park Site $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 Replacement Reserve $1,600.00 Subtotal Walls $4,300.00 $2,700.00 $1,600.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 Engineer's Report Almondwood Estates Page 7 of 8 August 11, 2003 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report Publication City Administration Fee County Administration Fee Subtotal Administration Costs Contingency Total Estimated Revenue Required for 2004-2005 Fiscal Year Total Appropriation Required from Existing Fund Balance Total Estimated Assessment for 2004-2005 Fiscal Year Total dueF Assessment per dueF MAXIMUM ANNUAL ASSESSMENT FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT $4,000.00 $4,000.00 $100.00 $100.00 $2,000.00 $2,000.00 900.00 $900.00 $7,000.00 $7,000.00 $1,408.00 $1,422.00 $21,608.00 $29,822.00 $0.00 $0.00 $21,608.00 $29,822.00 74 74 $292.00 $403.00 $403.00 Engineer's Report Almondwood Estates Page 8 of 8 August 11, 2003 ASSESSMENT ROLL The assessment roll for the fiscal year 2004-2005 is as follows: The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 1. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, 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 approval by resolution dated this clay of , 2003. THOMPSON-HYSELL ENGINEERS Engineer of Work V9 Michael T. Persak RCE 44908 PALOD1\12288000MId11aig Rpt.doc-rkc 2004-2005 2004-2005 Assess- No. of Est. Max. ment APN No. Future Lot Nos. Owner Residential Annual No. Lots Assessment Assessment Amount Amount l 062-060-04 Lots 1-27, 28 (portion), Concord 36 $10,512.00 -$14,508.00 64 (portion), 66 Development (portion), 67-74 Inc. 2 062-060-12 28 (portion), 29-35, 36 Concord 19 $5,548.00 $7,657.00 (portion), 54-56 Development (portion), 57-63, Inc. 64 (portion), 65, 66 (portion) 3 062-060-13 36 (portion), 37-53, Allen H. Liu 19 $5,548.00 $7,657.00 54-56 (portion) Total 74 $21,608.00 $29,822.00 The parcels in this subdivision are expected to subdivide upon and subsequent to the formation of Zone 1. The proposed subdivision will yield approximately 74 parcels (residential lots) and will have a proposed assessment roll, based on the above criteria and budget, 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 approval by resolution dated this clay of , 2003. THOMPSON-HYSELL ENGINEERS Engineer of Work V9 Michael T. Persak RCE 44908 PALOD1\12288000MId11aig Rpt.doc-rkc EXHIBIT 4 SUMMARY OF ESTIMATED DISTRICT COSTS FY 2004-05 FY 2004-05 ESTIMATED MAXIMUM ASSESSMENT ASSESSMENT OPERATION COSTS Landscape Maintenance $5,500.00 $5,500.00 Repair/Replacement $700.00 $700.00 Water $300.00 $300.00 Electricity $200.00 $200.00 Replacement Reserve $300.00 $300.00 Subtotal Landscape $7,000.00 $7,000.00 Street Trees $1,900.00 $1,900.00 Public Park Area $0.00 $8,200.00 Walls Repair/Maintenance/Graffiti Control $2,700.00 $2,700.00 Replacement Reserve $1,600.00 $1.600.00 Subtotal Walls $4,300.00 $4,300.00 Subtotal Operation Costs $13,200.00 $21,400.00 DISTRICT ADMINISTRATION COSTS Annual Engineer's Report $4,000.00 $4,000.00 Publication $100.00 $100.00 City Administration Fcc $2,000.00 $2,000.00 County Administration Fee $900.00 $900.00 Subtotal Administration Costs $7,000.00 $7,000.00 Contingency $1,408.00 $1,422.00 Total Estimated Revenue Required for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total Appropriation Required from Existing Fund Balance $0.00 $0.00 Total Estimated Assessment for 2004-2005 Fiscal Year $21,608.00 $29,822.00 Total dueF 74 74 Assessment per dueF $292.00 $403.00 EXHIBIT 5 ASSESSMENT ROLL ALMONDWOOD ESTATES LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 1 (PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972) CITY OF LODI, CA n:Vodi\12288000%lldWssessment Roll-rkc Page 1 of 2 FY 2004-2005 FY 2004-2005 COUNTY ESTIMATED MAXIMUM DIAGRAM ASSESSOR ASSESSMENT ASSESSMENT NUMBER NUMBER UNIT NO. LOT NO. AMOUNT AMOUNT 1 062-060-04 Almondwood Estates Lot No. 1 $292.00 $403.00 2 062-060-04 Almondwood Estates Lot No. 2 $292.00 $403.00 3 062-060-04 Almondwood Estates Lot No. 3 $292.00 $403.00 4 062-060-04 Almondwood Estates Lot No. 4 $292.00 $403.00 5 062-060-04 Almondwood Estates Lot No. 5 $292.00 $403.00 6 062-060-04 Almondwood Estates Lot No. 6 $292.00 $403.00 7 062-060-04 Almondwood Estates Lot No. 7 $292.00 $403.00 8 062-060-04 Almondwood Estates Lot No. 8 $292.00 $403.00 9 062-060-04 Almondwood Estates Lot No. 9 $292.00 $403.00 10 062-060-04 Almondwood Estates Lot No. 10 $292.00 $403.00 11 062-060-04 Almondwood Estates Lot No. 11 $292.00 $403.00 12 062-060-04 Almondwood Estates Lot No. 12 $292.00 $403.00 13 062-060-04 Almondwood Estates Lot No. 13 $292.00 $403.00 14 062-060-04 Almondwood Estates Lot No. 14 $292.00 $403.00 15 062-060-04 Almondwood Estates Lot No. 15 $292.00 $403.00 16 062-060-04 Almondwood Estates Lot No. 16 $292.00 $403.00 17 062-060-04 Almondwood Estates Lot No. 17 $292.00 $403.00 18 062-060-04 Almondwood Estates Lot No. 18 $292.00 $403.00 19 062-060-04 Almondwood Estates Lot No. 19 $292.00 $403.00 20 062-060-04 Almondwood Estates Lot No. 20 $292.00 $403.00 21 062-060-04 Almondwood Estates Lot No. 21 $292.00 $403.00 22 062-060-04 Almondwood Estates Lot No. 22 $292.00 $403.00 23 062-060-04 Almondwood Estates Lot No. 23 $292.00 $403.00 24 062-060-04 Almondwood Estates Lot No. 24 $292.00 $403.00 25 062-060-04 Almondwood Estates Lot No. 25 $292.00 $403.00 26 062-060-04 Almondwood Estates Lot No. 26 $292.00 $403.00 27 062-060-04 Almondwood Estates Lot No. 27 $292.00 $403.00 28 062-060-04, Almondwood Estates Lot No. 28 062-060-12 $292.00 $403.00 29 062-060-12 Almondwood Estates Lot No. 29 $292.00 $403.00 30 062-060-12 Almondwood Estates Lot No. 30 $292.00 $403.00 31 062-060-12 Almondwood Estates Lot No. 31 $292.00 $403.00 32 062-060-12 Almondwood Estates Lot No. 32 $292.00 $403.00 33 062-060-12 Almondwood Estates Lot No. 33 $292.00 $403.00 34 062-060-12 Almondwood Estates Lot No. 34 $292.00 $403.00 35 062-060-12 Almondwood Estates Lot No. 35 $292.00 $403.00 36 062-060-12, Almondwood Estates Lot No. 36 062-060-13 $292.00 $403.00 37 062-060-13 Almondwood Estates Lot No. 37 $292.00 $403.00 38 062-060-13 Almondwood Estates Lot No. 38 $292.00 $403.00 39 062-060-13 Almondwood Estates Lot No. 39 $292.00 $403.00 40 062-060-13 Almondwood Estates Lot No. 40 $292.00 $403.00 41 062-060-13 Almondwood Estates Lot No. 41 $292.00 $403.00 42 062-060-13 Almondwood Estates Lot No. 42 $292.00 $403.00 n:Vodi\12288000%lldWssessment Roll-rkc Page 1 of 2 TOTAL - $21,608.00 $29,822.00 p:Xlod1122880004MAssessment Roll-rkc Page 2 of 2 FY 2004-2005 FY 2004-2005 COUNTY ESTIMATED MAXIMUM DIAGRAM ASSESSOR ASSESSMENT ASSESSMENT NUMBER NUMBER UNIT NO. LOT NO. AMOUNT AMOUNT . 43 062-060-13 Almondwood Estates Lot No. 43 $292.00 $403.00 44 062-060-13 Almondwood Estates Lot No. 44 $292.00 $403.00 45 062-060-13 Almondwood Estates Lot No. 45 $292.00 $403.00 46 062-060-13 Almondwood Estates Lot No. 46 $292.00 $403.00 47 062-060-13 Almondwood Estates Lot No. 47 $292.00 $403.00 48 062-060-13 Almondwood Estates Lot No. 48 $292.00 $403.00 49 062-060-13 Almondwood Estates Lot No. 49 $292.00 $403.00 50 062-060-13 Almondwood Estates Lot No. 50 $292.00 $403.00 51 062-060-13 Almondwood Estates Lot No. 51 $292.00 $403.00 52 062-060-13 Almondwood Estates Lot No. 52 $292.00 $403.00 53 062-060-13 Almondwood Estates Lot No. 53 $292.00 $403.00 54 062-060-12, Almondwood Estates Lot No. 54 062-060-13 $292.00 $403.00 55 062-060-12, Almondwood Estates Lot No. 55 062-060-13 $292.00 $403.00 56 062-060-12, Almondwood Estates Lot No. 56 062-060-13 $292.00 $403.00 57 062-060-12 Almondwood Estates Lot No. 57 $292.00 $403.00 58 062-060-12 Almondwood Estates Lot No. 58 $292.00 $403.00 59 062-060-12 Almondwood Estates Lot No. 59 $292.00 $403.00 60 062-060-12 Almondwood Estates Lot No. 60 $292.00 $403.00 61 062-060-12 Almondwood Estates Lot No. 61 $292.00 $403.00 62 062-060-12 Almondwood Estates Lot No. 62 $292.00 $403.00 63 062-060-12 Almondwood Estates Lot No. 63 $292.00 $403.00 64 062-060-04, Almondwood Estates Lot No. 64 062-060-12 $292.00 $403.00 65 062-060-12 Almondwood Estates Lot No. 65 $292.00 $403.00 66 062-060-04, Almondwood Estates Lot No. 66 062-060-12 $292.00 $403.00 67 062-060-04 Almondwood Estates Lot No. 67 $292.00 $403.00 68 062-060-04 Almondwood Estates Lot No. 68 $292.00 $403.00 69 062-060-04 Almondwood Estates Lot No. 69 $292.00 $403.00 70 062-060-04 Almondwood Estates Lot No. 70 $292.00 $403.00 71 062-060-04 Almondwood Estates Lot No. 71 $292.00 $403.00 72 062-060-04 Almondwood Estates Lot No. 72 $292.00 $403.00 73 062-060-04 Almondwood Estates Lot No. 73 $292.00 $403.00 74 062-060-04 Almondwood Estates Lot No. 74 $292.00 $403.00 TOTAL - $21,608.00 $29,822.00 p:Xlod1122880004MAssessment Roll-rkc Page 2 of 2 MAXWELL STREET ALMOND DRIVE m 03 CS 0 � a N a� c G o^ a 3 craft o 0 7 M' 2 y2 a —ZAE� mu r - 10• Pp g'0) 0 002 P?� 02 062.0 —C. 76 STOCKTON STREET I p� 11 Ppt� 19 PpeJ ,0� II PptJ ,On II PprJ ,12 �, P 05, 062.51 � 002.51 1002.05 062 06 LEGEND: NEW DISTRICT BOUNDARY ASSESSMENT DIAGRAM INDEX BOOK PAGE PARCELS 062 060 4, 12, Q ASSESSMENT DIAGRAM, ZONE 1 ALMONDWOOD ESTATES CITY OF LODI CONSOLIDATED LANDSCAPE MAINTENANCE ASSESSMENT DISTRICT NO. 2003-1 CITY OF LODI. SAN JOAQUIN COUNTY STATE OF CALIFORNIA BEING THE NORTH EAST PORTION OF SECTION I3 T.3 N., R. 5 E., M. D. B. & M., CITY OF LODI, SAN JOAOUIN COUNTY, CALIFORNIA FSO N RIE OFFWE OF FKCIN CLERK of lw ON OE Lmrms OF axi arr IXERK OF rw GN OE Loa RECOROCO N W DFRCE OF FW SOPERNTENOENT Of SWrrS RIIS o< A RN f OE SWE OF RIE ON OF LOP RECPWLD W— 0- a< . 7001 AT RIE IVI/R OE _ O'CLOG — M, N BOOR PACE �_ d NAv Clf ASSESSLrFNrs Arn CDRNIMN FACRIRFS asrNCrs M RK UTTKi Di RIE COUNN RECORDER 0! Rrf GOWN Of SAN Ja oLw SrAR OF CALPDR OwNN REC 0< SIN .W WN COUNR: GGfMNM NOTES.' 1. ASSESWNTS APPLY CKY TO LM LONTEO NYININ IW aN OF Loa ANO NrLN11 rNE LrESICItIrW ASSESSORS PARCLU 7. JW fFPEDRLf DATE R ?W ASSES9LKNr DpORAN a ro a ruY rw oow"t CMzpAu -*4 rs or'W NO. r Orsmcr ANO 9W M 7 t 3 ,TACH LS A SAN +DAWN LVWW ASSESSORY NAPS. SHEET I OF 2 F THOMPSON—HYSELL ENGINEERS HN IIaM LnIT YOetsRLn M� u; Ra;y,-aN C:\Documents and Settings\kgaither.LODI\Local Settings\Temporary Internet Files\OLKRmaint dist—C.dwg, 08/12/2003 03:45:00 PM, kgaither -1111 s a n g'!i';isriixa Z Q a 8f R7[ J p o3 z o R NN N V' �• =z' y � S Ow NN.�•FN � O i qh ti O Oq'fpn x w ;000 O�-•-.- Mw jaaaQ aonaa �mmmm' �mmmm � tviYYY YYY�riY Sada¢ ddddu �Kmuo kux--. � W W o z U � �m �. 1 o �� 0 C4 W Z Q �� °o W N W 00 o � y W J Q � Q VU mR 3AI80 QNOW7V y a a �I W lr7noo W a W o z U � �m �. 1 o �� 0 3nN3AV r, u I s N y a a �I W lr7noo W a 3nN3AV � C, 00 n io O 4 J n 2h ' 30 s N b N m 3nN3AV o N N N N fl N 3ON3AV NI073 1 N107O.7 0 I " OOOA &VO33 D 133�J1 t 773MMI b 1 N I 1\ L�Dlanoo 0OOMH033B 3nN3AV � C, 00 n io O 4 J n 2h ' 30 s N b N m 3nN3AV A377VA N N N N u N N 3ON3AV NI073 3nN3AV � C, 00 n io O 4 J n 2h ' 30 s CITY COUNCIL SUSAN HITCHCOCK. Mayor EMILY HOWARD Mayor Pro Tempore JOHN BECKMAN LARRY D. HANSEN KEITH LAND Mr. Ed Cornejo KBHome 611 Orange Drive Vacaville, CA 95687 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@lodi.gov http:\lwww.lodi.gov August 15, 2003 Mr. Mike Persak Thompson-Hysell Engineers 1016 12`h Street Modesto, CA 95354 H. DIXON FLYNN City Manager SUSAN J. BLACKSTON City Clerk RANDALL A. HAYS City Attorney RICHARD C. PRIMA, JR, Public Works Director SUBJECT: Adopt Resolution of Preliminary Determination to Propose the Formation of a Maintenance Assessment District, to Levy an Annual Assessment for Cost Incurred and Preliminary Approval of Engineer's Report; and Adopt Resolution of Intention to Order the Formation of a Maintenance Assessment District, to Levy and Collect an Annual Assessment for Maintenance and Operation of Improvements and for Costs and Expenses and Setting Time and Place of Public Meeting and Public Hearing and Setting Forth Mailed Property Owner Ballot Procedure and Notice Enclosed is a copy of background information on an item on the City Council agenda of Wednesday, August 20, 2003. 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 regular calendar for Council discussion. You are welcome to attend. If you wish to write to the City Council, please address your letter to 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 -deliver the 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 Susan Blackston, City Clerk, at (209) 333-6702. If you have any questions about the item itself, please call Wally Sandelin, City Engineer, at (209) 333-6709. Richard C. Prima, Jr. -� Y • Public Works Director RCPIpmf Enclosure cc: City Clerk NI INNTENANCEASSESSMENTDI STRICT