HomeMy WebLinkAboutStaff Report 4.C 06/20/2016DATE: June 20, 2016
Agenda Item #4.0
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Dan St. John, KASCE — Director; Public Works & Utilities
Ron DeNicola — Public Works Parks Manager
SUBJECT: Public Meeting to Hear Testimony Regarding the Annual Assessments for the
Landscape Assessment Districts and Adopt Resolution Describing Improvements
and Directing Preparation of Engineer's Report for Fiscal Year 2016-2017 Annual
Assessment for Landscape Assessment Districts; Resolution Providing
Preliminary Approval of Engineer's Report for Landscape Assessment Districts,
Fiscal Year 2016-2017; and Resolution Setting a Public Hearing to Order the
Levy and Collection of Assessments Pursuant to the Landscaping and Lighting
Act of 1972 for Landscape Assessment Districts, Fiscal Year 2016-2017
RECOMMENDATION
It is recommended that the City Council hold a public meeting, and adopt the following
resolutions:
1. Resolution Describing Improvements and Directing Preparation of Engineer's Report for
Fiscal Year 2016-2017Annual Assessment for Landscape Assessment Districts
2. Resolution Providing Preliminary Approval of Engineer's Report for Landscape Assessment
Districts, Fiscal Year 2016-2017
3, Resolution Setting a Public Hearing to Order the Levy and Collection of Assessments
Pursuant to the Landscaping and Lighting Act of 1972 for Landscape Assessment Districts,
Fiscal Year 2016-2017.
BACKGROUND
The City Council has established LADs for 47 subdivisions of which four are inactive that
feature public landscaped areas, as identified in the conditional tentative map approval prior to
development of the subdivision. These districts are formed to maintain various amenities on
common landscaped areas and islands, medians and frontage strips, pathways, riparian
mitigations, sound walls, and fences, including irrigation systems within the specific sub-
division. The annual maintenance costs are spread among all of the private parcels within each
LAD district. Each year, as required by the California Streets and Highway Code (SHC) Section
22620 through 22631, the City Council must initiate a process to set the annual assessments for
the Landscape Assessment Districts in order to assure sufficient funds are provided for the
necessary landscape maintenance. The process requires a Public Meeting to hear testimony and
approve the three subject resolutions contained herein, which is scheduled for June 20, 2016.
Further, a Public Hearing is required and is scheduled for July 18, 2016. The Public Hearing will
allow the City Council to hear any public comment, confirm or modify the proposed
assessments, and approve the Engineer's Report.
With respect to the actions recommended to be taken on June 20, 2016, please note, portions of
the approval legislation will be segmented into separate resolutions for specific landscape
assessment districts (LADS) pursuant to Title 2, Cal. Code of Regulations, section 18709, to deal
with the likelihood that certain Council members may recuse themselves from making decisions
on LAD assessments for properties within 500' of real property in which Council members have
ownership or other interests.
The proposed action meets Council Goal: "Improve and enhance fiscal stability and
sustainability".
DISCUSSION
The Landscape and Lighting Act of 1972, which is codified in the above referenced section of
the California Streets and Highway Code requires the following steps:
• Adopt resolution describing new improvements, which there are none, and order
preparation of engineer report.
• Approve engineer report, consisting of Exhibits A and B, which summarize fund
balances, projected levies, maintenance costs, per parcel assessments,
increases/decreases, and expenditure details including number of parcels per LAD.
• Adopt resolution setting a Public Hearing to order the levy and collection of the annual
LAD parcel assessments.
The above steps can be accomplished by adopting the subject three resolutions.
At the July 18, 2016 public hearing, Council may adopt a resolution confirming the assessments
for FY 16/17. This must occur before August 10 to make assessments valid for FY 16/17. Delay
in approving the recommended resolutions may prevent assessment collections by Sonoma
County, which has an August 10 deadline for submission of assessments.
No changes in assessments other than those LADS with a built-in 2% annual escalator are
recommended. Through concerted water conservation efforts, reduced maintenance costs, and
competitive bidding over the course of the last several years, staff has turned LADs with
negative fund balances in a positive direction. Staff expects this trend to continue. Based on
Attachment 4, Exhibit A of the Engineer's Report, there are ten LADs projected to have a
negative fund balance at the end of FYI 7, four of which are inactive. Deficits in the remaining
seven accounts are projected to be reduced by year-end. Over half of the LADs are projected to
have a high ending fund balance defined as greater than 6 -months of operating costs. Some of
the higher fund balances will be expended on special projects or upgrades slated for the next
year. Some of the LADs have project needs that have been deferred during the drought. During
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the next year, staff will develop strategies to lower these high fund balances over the next few
years.
Because there are no increases in assessments proposed other than those with "built-in"
escalators, there is no requirement to mail a ballot or notice to LAD property owners. However,
there will be public notice provided 10 days prior to the public hearing.
FINANCIAL IMPACTS
The Landscape Assessment Districts Fund 2510 has an estimated beginning balance of $358,033.
The amount budgeted for FY 2016-2017 expenditures is $353,658 as reflected in the City's
proposed FY 16/17 Budget. The estimated fund balance at year-end, June 2017, is $396,547.
ATTACHMENTS
1. Resolution Describing Improvements and Directing Preparation of Engineer's Report for
the Fiscal Year 2016-2017 Annual Assessment for Landscape Assessment Districts.
2. Resolution of Preliminary Approval of Engineer's Report for Landscape Assessment
Districts for FY 2016-2017,
3. Resolution Setting a Public Hearing to Order the Levy and Collection of Assessments
Pursuant to the Landscaping and Lighting Act of 1971 for Landscape Assessment
Districts, Fiscal Year 2016-2017.
4. Exhibit A of Engineer's Report: Subdivision Landscape Assessment Districts FY 16-17
Assessment Summary/Expenditures and Revenues
® Item 5 is large in volume and is not attached to this report, but may be viewed in the City Clerk's
office.
5. Exhibit B of Engineer's Report: LAD Descriptions and Maps
6. Map: Conflict of Interest Boundaries with LAD Boundaries
Attachment 1
RESOLUTION DESCRIBING IMPROVEMENTS AND DIRECTING PREPARATION
OF ENGINEER'S REPORT FOR FISCAL YEAR 2016-2017
ANNUAL ASSESSMENT FOR
LANDSCAPE ASSESSMENT DISTRICTS
WHEREAS, pursuant to the provisions of the Landscaping and Lighting Act of 1972,
Streets and Highways Code sections 22500 et seq., the City Council has established Landscape
Assessment Districts and authorized levy and collection of assessments, listed in Exhibit A of the
Engineer's Report, on file with the City Clerk.
NOW, THEREFORE, BE IT RESOLVED that:
The public interest, convenience and necessity require, and it is the intention of said Council to
undertake proceedings for the levy and collection of assessments upon the several parcels of land
in said districts, for Fiscal Year 2016-2017 maintenance.
The improvements to be constructed or installed, including the maintenance thereof, are more
particularly described for each district in Exhibit B of the Engineer's Report, Descriptions
and Maps.
2. The maintenance costs or expenses of said improvements are to be made chargeable upon
said districts; the exterior boundaries of each district are the composite of each consolidated
area, as more particularly shown on a map thereof on file in the office of the City Clerk, to
which reference is hereby made for further particulars. Said maps for each district indicate by
a boundary line the extent of the territory included in said district and of any zone thereof and
shall govern for all details as to the extent of each assessment district. The boundary lines are
also generally depicted in Exhibit B of the Engineer's Report, Descriptions and Maps.
3, The City Engineer of the City of Petaluma shall be the Engineer of Work, and is hereby
directed to prepare and file with the City Clerk a report on the districts specifying the fiscal
year to which the report applies, and, with respect to that year, presenting the following:
a) Description of the existing improvements and proposed new improvements, if any, to be
made within the assessment district or within any zone thereof;
b) An estimate of the costs of said proposed new improvements, if any to be made; the costs
of maintenance of any existing improvements, together with the incidental expenses in
connection therewith;
c) A diagram showing the exterior boundaries of the assessment district and the lines and
dimensions of each lot or parcel of land within the district as such lot or parcel of land is
shown on the County Assessor's map for the fiscal year to which the report applies, each
of which lots of parcels of land shall be identified by a distinctive number on said
diagram; and
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d) A proposed assessment of the total amount of the estimated costs and expenses of the
proposed new improvements, if any, including the maintenance of any existing
improvements upon the several parcels of land in said district in proportion to the
estimated benefits to be received by such parcels of land from said improvements,
including the maintenance, and of the expenses incidental thereto.
4. The Director of Public Works and Utilities and the Director of Finance of Petaluma are
hereby designated as the persons to answer inquiries regarding any protest proceedings to be
had herein, and may be contacted during regular office hours at the Petaluma City Hall, P.O.
Box 61, 11 English Street, Petaluma, CA 94952, or by calling 707-778-4303.
Attachment 2
RESOLUTION PROVIDING PRELIMINARY APPROVAL OF
ENGINEER'S REPORT FOR
LANDSCAPE ASSESSMENT DISTRICTS
FISCAL YEAR 2016-2017
WHEREAS, the City Council of Petaluma adopted its Resolution Describing
Improvements and Directing Preparation of Engineer's Report for Fiscal Year 2016-2017 Annual
Assessments for Landscape Assessment Districts, pursuant to the Landscaping and Lighting Act
of 1972, Streets and Highways Code sections 22500 et seq.; and
WHEREAS, said Resolution referred the proposed improvements to the Engineer of
Work, and directed said Engineer of Work to prepare and file with City Clerk a written report on
the LAD, all as therein more particularly described ("Engineer's Report"); and
WHEREAS, the Engineer of Work has prepared and filed the Engineer's Report with the
City Clerk, and the Engineer's Report has been presented to the City Council for consideration;
and
WHEREAS, the Landscape Assessment Districts (LAD) are listed in Exhibits A and B
of the Engineer's Report; and
WHEREAS, the City Council has duly considered the Engineer's Report and each and
every part thereof, and finds that said Engineer's Report is sufficient and does not require
modification.
NOW, THEREFORE, BE IT RESOLVED that:
1. The plans and specifications for the existing improvements within the assessment districts
listed in Exhibit A of the Engineer's Report, or within any zone thereof, contained in said
report are hereby approved.
2. The Engineer's estimate of the itemized and total costs and expenses of said improvements, if
any, maintenance, and the incidental expenses in connection therewith, contained in said
report are hereby approved.
The diagram contained in the Engineer's Report showing the exterior boundaries of the
assessment districts referred to and described, the boundaries of any zones therein, the lines
and dimensions of each lot or parcel of land within said districts as such lot or parcel of land
is shown on the County Assessor's maps for the fiscal year to which the report applies, each
of which lot or parcel of land has been given a separate number upon said diagram, is hereby
preliminarily approved.
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4. Each proposed assessment of the total amount of the estimated costs and expenses of the
proposed improvements upon the several parcels of land in each district is in proportion to
the estimated benefits to be received by such parcels, respectively, from said improvements,
including the maintenance or servicing, or both thereof, and of the expenses incidental
thereto, as contained in the Engineer's Report and is hereby approved.
5. Said report will stand as the Engineer's Report for all of the individual districts as listed in
Exhibit A of the Engineer's Report, for the purpose of all subsequent proceedings to be had
pursuant to said Resolution.
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Attachment 3
RESOLUTION SETTING A PUBLIC HEARING TO ORDER THE LEVY AND
COLLECTION OF ASSESSMENTS PURSUANT TO THE
LANDSCAPING AND LIGHTING ACT OF 1972 FOR
LANDSCAPE ASSESSMENT DISTRICTS
FISCAL YEAR 2016-2017
WHEREAS, on June 20, 2016, the City Council of Petaluma adopted a Resolution
Describing Improvements and Directing Preparation of Engineer's Report for Fiscal Year 2016-
2017 Annual Assessments for Landscape Assessment Districts, pursuant to the Landscaping and
Lighting Act of 1972, Streets and Highways Code sections 22500 et seq.; and
WHEREAS, pursuant to said Resolution, the designated Engineer of Work has prepared
and filed with the City Clerk the written Engineer's Report for the districts listed in Exhibit A of
the Engineer's Report, called for under said Act and by said Resolution; and
WHEREAS, the Engineer's Report has been submitted to and preliminarily approved by
the City Council in accordance with said Act.
NOW, THEREFORE, IT IS HEREBY FOUND, DETERMINED AND
ORDERED:
1. The public interest and convenience require, and it is the intention of the City Council to
order the levy and collection of assessments for fiscal year 2016-2017, pursuant to the
provisions of the Landscaping and Lighting Act of 1972, Streets and Highways Code
sections 22500 et seq., for the construction or installation of the improvements, if any,
including maintenance, more particularly described for each district in Exhibit B of the
Engineer's Report, Descriptions and Maps.
2. The cost and expenses of said improvements, if any, for each assessment district, including
maintenance, are to be made chargeable upon the specified assessment district, the exterior
boundaries of which district are the composite and consolidated area as more particularly
described on a map thereof on file in the office of the City Clerk, to which reference is
hereby made for further particulars. Said map indicates by a boundary line the extent of the
territory included in each of the districts and of any zone thereof and the general location of
said districts.
3. The Engineer's Report approved by this Council and on file with the City Clerk is hereby
referred to for a full and detailed description of the improvements, the boundaries of the
assessment district and any zones therein, and the proposed assessments upon assessable lots
and parcels of land within the districts.
4. Notice is hereby given that Monday, July 18, 2016, at the hour of 7:00 PM, in the regular
meeting place of said Council, Council Chambers, City Hall, 11 English Street, Petaluma,
California, is hereby appointed and fixed as the time and place for a hearing by this Council
on the question of the levy and collection of the proposed assessments for each district for the
construction or installation of said improvements, if any, including the maintenance, at which
time the City Council will:
(i) consider all oral or written protests made or filed by any interested person at or before
the conclusion of the public hearing relating to or opposing said improvements, the
boundaries of each assessment district and any zone therein, the proposed diagram or the
proposed assessments, the Engineer's estimate of the cost thereof; and
(ii) consider and finally act upon the Engineer's Report for the districts.
5. The City Clerk is hereby directed to give notice of said hearing by causing a copy of this
resolution to be published once in a newspaper of general circulation circulated in said City,
and by conspicuously posting a copy thereof upon the official bulletin board customarily
used by the Council for the posting of notices, said posting and publication to be had and
completed at least ten (10) days prior to the date of hearing specified herein.
6. The Director of Public Works and Utilities and/or the Director of Finance of said City are
hereby designated as the persons to answer inquiries regarding any protest proceedings to be
had herein, and may be contacted during regular office hours at the Petaluma City Hall, P.O.
Box 61, 11 English Street, Petaluma, CA 94952, or by calling 707-778-4303.
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5/26/
City of Petaluma Attachment
Exhibit A Engineer's Report
Landscape Assessment Districts
FY 16-17 Assessment Summary
# of
Parcels
Assessed Project Number
Landscape District
Beginning Assessments
Balance Levied
Total
Sources
Maintenance
& Admin.
Costs
Ending
Balance
FYI 6-17 Net
Assessment Per
Parcel
FYI 5-16 Net
Assessmetn Per
Parcel %
77777777-
7
$
3,6505
.7
0
74
LAD076600
ANNA'S MEADOWS
$ 17,585 $
1,110
$
18,695
$ 7,707
$ 10,987
$ 15.00
$
15.00
0.0%
44
LAD076800
LIBERTY FARMS
$ (6,590) $
8,026
$
1,436
$ 6,981
$ (5,544) $
182.42
$
178.84
2.0%
40
LAD076900
CORONA CREEK 2
$ 16,456 $
4,000
$
20,456
$ 2,751
$ 17,705
$ 100.00
$
100.00
0.0%
100
ILAD077000
AMERICANA
$ 16,805 $
3,700
$
20,505
$ 3,641
$ 16,864
$ 37.00
$
37.00
0.0%
14
LAD077100
KINGSFIELD
$ 2,358 $
700
$
3,058
$ 609
$ 2,449
-9--50 00
$
50.00
0.0%
151
LAD077200
CASA DEL ORO
$ 9,287 $
3,656
$
12,943
$ 1,656
$ 11,288
$ 24.21
$
23.74
2.0%
185
LAD077500
MCNEAR LANDING
$ 1,270 $
13,950
$
15,220
$ 12,399
$ 2,821
-$-7 5. 0 0
$
75.00
0.0%
41
LAD077600
FAIRWAY MEADOWS
$ (6,687) $
8,200
$
1,513
$ 5,395
$ (3,882)
$ 200.00
$
200.00
0.0%
83
LAD077700
GLENBROOK
$ 789 $
4,055
$
4,844
$ 2,999
$ 1,845
$ 48.86
$
48.86
0.0%
177
LAD077900
MEADOW PARK
$ 81,713 $
21,611
$
103,323
$ 52,576
$ 50,748
$ 122.09
$
119.70
2.0%
44
LAD078000
TWIN CREEKS
$ (4,595) $
9,900
$
5,305
$ 5,574
$ (269)
$ 225.00
$
225.00
0.0%
82
LAD078100
PARK PLACE
$ 11,484 $
2,421
$
13,906
$ 509
$ 13,397
$ 29.53
$
28.95
2.0%
59
110
78
LAD078200
LAD078300
LAD078400
WOODSIDE VILLAGE
SHELTER HILLS
SPRING MEADOWS
$ 9,576 $
$ 4,503 $
$ 2,996 $
3,194
2,080
-
$12,770
$
$
6,583
2,996
$ 2,505
$ 643
$ 1,730
$ 10,266
$ 5,940
$ 1,266
$ 54.14
$ 18.91
$ -
$
-F-1
$
54.14
8.91
-
0.0%
0.0%
0.0%
19
LAD078500
ST JAMES ESTATES
$ 10,427 $
2,850
$
13,277
$ 3,177
$ 10,100
$ 150.00
$
150.00
0.0%
71
LAD078600
VILLAGE EAST
$ 23,040 $
1,775
$
24,815
$ 1,473
$ 23,342
$ 25.00
$
25.00
0.0%
79
LAD078700
VILLAGE MEADOWS
$ 11,531 $
9,896
$
21,427
$ 6,676
$ 14,751
$ 119.23
-$-1
16.8 9
2.0%
200
LAD078800
CROSS CREEK
$ 7,762 $
10,000
$
17,762
$ 7,860
$ 9,902
$ 50.00
$
50.00
0.0%
167
LAD079000
WESTRIDGE
$ (7,418) $
12,622
$
5,205
$ 6,147
$ (943)
$ 75.58
--$-74.
10
2.0%
445
LAD079100
SONOMA GLEN SF
$ (69,910) $
32,130
$
(37,781)
$ 14,439
$ (52,220)
$ 81.18
$
79.59
2.0%
SONOMA GLEN TH
$ 53.04
$
52.00
2.0%
180
LAD079200
MOUNTAIN VALLEY
$ 20,756 $
12,060
$
32,816
$ 10,244
$ 22,572
$ 67.00
$
67.00
0.0%
117
LAD070300
KINGSMILL
$ 8,908 $
11,680
$
20,588
$ 10,511
$ 10,077
$ 96.53
$
94.64
2.0%
75
LAD079400
COUNTRY CLUB ESTATES
$ 16,024 IF
7,900
$
23,924
$ 5,715
$ 18,208
$ 100.00
$
100.00
0.0%
124
LAD079500
C ADER FARMS
$ 26,218 $
26,533
$
52,751
$ 20,846
$ 31,906
$ 213.98
$
209.78
2.0%
53
LAD079501
CADER FARM HIGHLAND
IF (20,210) $
6,625
$
(13,585)
$ 3,422
$ (17,007)
$ 125.00
$
125.00
0.0%
21
LAD079600
CRANE GLEN
$ 1,152 $
1,490
$
2,643
$ 748
$ 1,895
-f-7o. 97
$
69.58
2.0%
30
3
203
12
LAD079700
ILAD079800
LAD079900
LAD092600
HILLVIEW OAKS
TATUM
GRAYSTONE CREEK
MAGNOLIA TERRACE
$ (3,127) $
$ (66) $
$ 30,662 $
$ 4,169 $
-
45
20,300
-
$
$
$
$
(3,127) $
(2 1) $
50,962 $
41169 --9--30
35
16,057
$ (3,127)
$ (57)
$ 34,905
$ 4,139
$
$ 15.00
$ 100.00
$ -
$
$
$
$
15.00
100.00
-
0.0%
0.0%
0.0%
0.0%
28
LAD092700
WISTERIA
$ 6,429 $
1,680
$
8,109
$ 1,362
$ 6,747
$ 60.00
$
60.00
0.0%
42
LAD092900
WESTVIEW ESTATES
$ 23,537 $
5,125
$
28,662
$ 8,455
$ 20,208
$ 125.00
$
125.00
0.0%
236
LAD093000
WILLOW GLEN
$ (17,733) $
30,680
$
12,947
$ 16,430
$ (3,483)
$ 130.00
$
130.00
0.0%
19
LAD093100
STONERIDGE
$ 23,338 $
665
$
24,003
$ 3,114
$ 20,890
-S---35 00
$
35.00
0.0%
97
LAD093200
LANSDOWNE
$ (784) $
6,790
$
6,006
$ 4,700
$ 1,306
-$--70 00
-f-70
00
0.0%
37
LAD093500
WASHINGTON CK VILLAGE
$ 7,855 $
12,839
$
20,694
$ 12,673
$ 8,021
$ 347.00
$
347.00
0.0%
78
LAD093600
TURNBRIDGE
$ 8,891 $
9,795
$
18,686
$ 5,418
$ 13,268
$ 125.58
$
125.58
0.0%
92
LAD093700
STRATFORD PLACE
$ 36,359 $
11,847
$
48,206----%-
26,736
$ 21,470
$ 128.77
$
128.77
0.0%
216
L 09380
SOUTHGATE
$ (20,187) T
61,636
$
41,448
$ 30,942
$ 10,507
$ 285.35
$
285.35
0.0%
59
LAD093900
RIVERVIEW
$ 60,280 $
4,725
$
65,005
$ 26,917
$ 38,088
$ 75.00
$
75.00
0.00/(
LAD100100
UNALLOCATED
Is
Is
_
$ _
$ _ Is
_
$
_
0.0%
City of Petaluma Attachment
Exhibit A Engineer's Report
Landscape Assessment Districts
FY 16-17 Assessment Summary
# of
Parcels
Assessed Project Number
Landscape District
Beginning
Balance
Assessments
Levied
Total
Sources
Maintenance
& Admin.
Costs
FY16-17 Net
Ending Assessment Per
Balance Parcel
FYI 5-16 Net
Assessmetn Per
Parcel %
9
LAD100110
SEQUOIA ESTATES
$
(249)
$ -
$ (249)
$ 35
$ (284) $ -
$
0.0%
45
LAD100120
SYCAMORE HEIGHTS
$
8,724
$ 1,544
$ 10,268
-I 475
$ 9,793 $ 34.32
$ 34.32
0.0%
326
LAD100130
ADOBE CREEK
$
(100)
$
(1
$ -
$ (100) $ -
$ -
0.0%
LAD100140
BENSON ESTATES
$
966
$
�$E214J36
$ -
$ 966 $ -
$ -
0.0%
LAD100150
FACTORY OUTLET
$
2,436
$
$ 392,084
$ -
$ 750,117 $ 353,570
$ 2,436 $ -
9 396,547
$ -
0.0%
4,389 TOTALS $ 358,033
5/26/2016 1:39 PM Att 4 Exh A Eng Rpt Assess Summary