HomeMy WebLinkAboutStaff Report 4.B 05/07/2012 W a
• 4 ni wItewv#4.3 .
r �u •
.
186$ .
DATE: May 7, 2012
TO: Honorable Mayor.and Members of the City Council through City Manager
4 i
FROM Dan St. John,,F.ASCE— Director, Public Works &Util'
Ron DeNicola—Parks and BuildingsManager .
SUBJECT: Resolution Accepting the Engineer'''s.Report for,the Assessment Update for the
Sonoma Glen Landscape Assessment District,Authorizing an Assessment Ballot
. Proceeding and Setting the'Time and Place-of a Public Hearing to Consider the
Assessment Update for the Sonoma Glen Landscape Assessment District
RECOMMENDATION
It is_recommended;thatthe City Council adopt the attached Resolution Accepting the Engineer's
Report-for.the Assessment.Update for the Sonoma Glen Landscape-Assessment.District,
Authorizing an Assessment Ballot Proceeding and Setting the Time and Place of a Public
Hearing to Consider the Assessment Update for the Sonoma Glen Landscape Assessment
District.`The action is required to:increase Landscape Assessment.District ("LAD") property
assessments to balance deficits-that currently exist in the Soma Glen LAD fiscal accounts.
BACKGROUND
The Sonoma'Glen LAD is comprised of 303 single family homes and 142 town homes, roughly '
bordered northeast of Sonoma Mountain Parkway by Burgundy Ct;,,Ely'Road, Nora Lane and
. Valley View Rd. and southwest of Sonoma Mountain-Parkway by Maria Drive and Reisling Rd.
(Please see map and description ofthe>LAD and maintenance areas in the attached Engineers
Report, Attachment 2.) Features within the LAD generally include the greenbelt bordering
Corona Creek between Maria,Drive and Stonehenge Way, irrigated curbside lawn strips; cul-de-
sac islands'and other common landscape areas. .
The LAD was formed in 1991 and the development expanded in'phases over the next two years.
The current year annual landscape maintenance assessment is $50.60 for single family homes
and $31.83 Tar town homes. There is a 2% automatic annual increase,to the assessment. These
assessments support the maintenance of common area landscaping'.with the LAD.
Over the past twentyyears landscape maintenance and water costs-for the common areas in the '
LAD have exceeded:revenues. The.beginning fiscal year balance was a cumulative total deficit
of$76,076. From 2001 through200.7, per City Council resolution, the City's general fund
Agenda'Review:
City Attorney�,�_� __ Finance Director City Man age\=-t —
1 W�
transferredmonies to several LADs whose accounts were in deficits. Sonoma Glen received. .
$31,482 during that period.
•
The City has endeavored to stabilize the imbalance'by,performing maintenance on an as needed
basis and through water conservation. However, the'end of fiscal year 2011/12 deficit of$76,076
has not been eliminated.and.must;new be addressed through an assessment increase.
The•proposed action meets the Council's Annual Goaldn the Category of Financial Stability to
"Improve and enhance a fiscal:stability and sustainability."
DISCUSSION
The California Constitution, Article X1IID.(Proposition 218)requires tlatproperty owners in the
districts be given 45 days mailed notice of a hearing, and be,provided:a.ballot and balloting
instructions if the proposed assessment will increase theaamount, formula, or range of
assessments initially adopted,.The city is proposing an increase in the annual assessment in
order to help balance the•fund'over the next several years. A new annual rate of$75.00 is
proposed for single family homes and $49.00 for town homes!.Town home rates are set at 2/3 of
the Single Family rate as established at the time of LAD'formation. This increase will eliminate_
the deficit and build modest°reserves;that can be used for future:improdements.
Staff recommends•that Council accept the preliminary Engineer's Report Council (Attachment
2), which outlines the total amount;of the proposed adjustment and increased assessment
chargeable to the entire LAD; the amount chargeable to the record owner's parcel; the reason for
the updated assessment; and the'basis'upon which the amount ofthe,proposed updated
• assessment was calculated. Ifthe.Council accepts the Engineer's Report, it may then (i) authorize
the mail:election required by Proposition,218 (California Constitution art.XIIID, section 4(b))
and the.Streets and Highways Code for landscape and lighting:districts, and (ii) set a public
hearing date for the balloting,to allow the required 45 days mailed notice. Staff recommends the
public hearing be set for July 2, 2012.
FINANCIAL IMPACTS
The Landscape Assessment.District fund is a special revenue fund which does not impact the
City General Fund. LAD costs for facilities,:and+operations and maintenance are paid from the
LAD fund. The proposed adjustment is anticipated/to reduce the current LAD deficit by
approximately'$15000 per year which will see the fund return to a small surplus by the end of
FY 17-18.
ATTACHMENTS
1. .Resolution
2. Engineers;Report
3. Election Notice
2
•
Attachment 1
RESOLUTION ACCEPTING THE ENGINEER'S REPORT FORTHE ASSESSMENT
UPDATE FOR THE SONOMA,GLEN LANDSCAPE,ASSESSMENT DISTRICT;
AUTHORIZING AN ASSESSMENT'BALLOT-PROCEEDING AND SETTING THE
TIME AND PLACE OF A PUBLIC HEARING TO CONSIDER THE ASSESSMENT
UPDATE FOR THE SONOMA GLEN,LANDSCAPE ASSESSMENT DISTRICT
WHEREAS, the Sonoma Glen Landscape Assessment District ("LAD") is managed by
the City of Petaluma; and
WHEREAS, the Sonoma LAD has not collected funds pursuant to the existing
assessment sufficient to fund required maintenance and operations ofthe facilities for which the
existing assessment was adopted;;and
WHEREAS, an update tband.,increase in the Sonoma Glen LAD annual assessment is
required to more adequately fundlthe facilities, maintenance and operations of the facilities
which provide a special benefit, to parcels within the Sonoma,Glen LAD; and
WHEREAS, City staff has filed with the City Clerk a preliminary Engineer's Report
which describes (a) the improvements,and the annual cost'of maintenance.and servicing expense
for said improvements:that provide a;special benefit to the.parcels in the LAD; (b) a diagram of
the LAD showing exterior boUndaries and the boundaries of each lot within the LAD; (c) a
description of the lots within the LAD by assessor's parcel number ("APN"); and(d) the amount
and method of determining the proposed Updated assessment for=each lot or parcel.
NOW, THEREFORE, BE IT RESOLVED that:
I. The preliminary'Engineer's Report is hereby received, accepted, and filed.
2. Because the Engineer's.Report describes an increase in the existing assessment
for the Sonoma Glen LAD,`the City Clerk or her designee is hereby instructed to
conduct an assessment ballotproceeding according:to the requirements and
provisions of Article XIIID of the California,Constitution and Sections 53750 et
seq. of the California Government Code:
3. A public hearing regarding;the proposed assessment proceedings shall be held on
Monday; July 2, 2012, at or>a$'er'7:00 p.m. irtihe CityCouncil chambers at 11
• English.Street, P.etaluma, California 94952.
4. The City Clerk or her designee is hereby instructed to.mail or cause to be mailed a
notice of said public:hearing by first-class mail,postage prepaid, at least forty-five
3
•
days before the.dateset forsaid public•hearing, to all persons within the Sonoma
Glen LAD,owning real property•to`be!assessed, whose names and addresses
appear on the-last equalized Sonoma.County Assessor's'taxroll prior to said date •
of mailing. The notice shall contain the Engineer's Report which sets forth the
total"amount ofthe;proposed'updated and increased assessment chargeable to the
entire LAD; the amount chargeable:to the record owner's parcel; the duration of
the payments;the reason for the updated,assessiinent;;and the basis upon which
the amount.ofthe proposed updated assessment was calculated;the date, time,
and location of the public hearing; and a summary, of the procedures:for the
completion, returnyand•tabulation of assessment ballots, including a statement
that the updated.assessmeritshall not be imposed if the.ballots submitted in
opposition to the assessment exceed the ballot's submitted in favor of the
assessment, with'ballots weighted according. to the proportional financial
obligation of the':a'ffect'ed property.
5. The ballots for'and;against the proposed assessment update shall be counted at the
conclusion of said public hearing, and the count maybe continued and completed,
ifso'directed by the City Council at the public hearing, at a subsequent specified
time and publicly accessible location.
•
4
•
Attachment 2
Engineers Report—Sonoma Glen Landscape Assessment;District Assessment Update and
Increase- LAD 079100;
The Sonoma Glen Landscape Assessment District was created in 1991.to provide landscape and
maintenance services to the Sonoma Glen subdivision, and contains 303 single family home and
142 townhomes.
Landscape improvements supported by the assessment generally include the greenbelt bordering
Corona Creek between Maria Dnve and Stonehenge Way, irrigated curbside lawn strips, cul-de-
sac islands and other common landscape areas.
The assessment update would'increase the annual assessment to a maximum of$75.00 for single
family homes and $49.00 for townhomes, to cover the capital costs and expenses specified in this
report.
The annual assessment update would include an annual 2%increase to cover increased costs of
supplies and services. The existing assessment for the fiscal year 2011-2012 is $50:60 for single
family homes and$31,83 fortownhomes, with a 2% annual adjustment. The current assessment
is not enough to cover annual costs of the improvements, supplies and services, and has resulted
in an existing deficit in the assessment fund of$79,478. Theenew assessment would gradually
reduce this deficit and provide a;reasonable working reserve,overea period of 5 to 10 years: The
total annual assessment for the Fiscal Year 2012-2013 would be`$29,683, compared to the
exi sting:$19,737.
Following'submittal of this Reportto'the City Council for preliminary approval,the City Council
may call for an,assessment ballot proceeding and notice and conduct a public hearing on the
proposed establishment of the,assessment update, pursuant to state law,and the requirements of
Proposition 218 (California Constitution, articles XIIIC and XIIID): If in the election, the ballots
submitted in favor of the assessment update, weighted by the proportional financial obligation of
each property for which ballots,are submitted) exceed the ballots submitted against the
assessment update, the Council may take action to levy the updated assessment, which would be
included in the 2012-2013 taxbills, or as noticed in the ballot measure.
5
•
ENGINEERS REPORT
CITY OF PETAL UMA
LANDSCAPE ASSESSMENT DISTRICTS
EXPEDITURES& REVENUES
SONOMA GLEN'
QRpfLSS/av LAD079100
4,, Q��a1A.g�T�FG
�' 62678' m FY11-12 FY12-13
cc yaw i, bd EST ACT BUDGET
06%301 a
FY10-I1 Actual Ending Balance sj Ct1/It (76,076) (79,478)
OF CAL1C'
EXPENDITURES
511I0 SALARY&sBENEFITS 539 539
53020 SUPPLIES
54140 PROFESSIONAL SVCS '• 0
54310 OTHER OPERATING SVCS 105 105
56210 ELECTRICITY 870 870
56240 WATER 18,000 9,000
54260 ANNUAL MINT CONTRACT ..2;156 2,156
56250 WEED ABATEMENT 0
TOTAL EST.EXPEDITURES' ; `;21,670 12,670
OTHER COSTS
54210 REPAIRS:&EXTRAS 850 1,000.
54350 COUNTY'ADMIN. FEES 168 252
53020 SUPPLIES 0
55010-55030 CITY ADMEN COST
CITY'ADMIN FEE 451 323
FORMATION AND OTHER COSTS 0
REFUNDS
EST OTHER COSTS' 1,469 1,576
TOTAL EST. EXPENDITURES 23,139' 14,246
ANNUAL ASSESSMENTS- 19,737 29,683
!INTEREST REVENUE 0 0
DISTRICT#21 TRANSFER 0,
PROJECT INTERFUND TRANSFER
TOTAL ESTIMATED;SOURCES; . 19,737 29,683
NUMBER,OFFPARCELS-SINGLE,FAMILY 303 303
NUMBER OF=PARCELS-TOWNHOME 142 142
ANNUAL PARCEL ASSESSMENT-SINGLE FAMILY '50.60 75.00
ANNUAL PARCEL ASSESSMENT-TOWNHOME 31. 49.00
TOTAL'EST.RESERVES.AT END_OF FY. (79,478) (64,040)
NOTE: There;is:an;automatic annual.2% increase in assessment.
6
e
• 5 a�4 ..
o� I -i_— _J!ffiuIT
-
Ty I,ins NORA' 'NORA 1' '`
S lila . ,
i'N ,NM ra g L. gm mompi hig I li i I_wsw•mocals'IN :It i,
LAIN MIL
FL �s.�.�..._o ad, \ well.-d tip_
\ Tv.Wiliiiiiittm "la - •
4
tA .,„ Ls', k ta Milmatela Fill IAI TIM '34
. , 4 Z
CORONA — —. pm IIIIIIIII ,A 44
-ll
> Laialltt&V 1011 01111,11110015 NI 'I all .?$:
i � � 1 1 C i , um N. lket, # ` o1 ;A �: .•
till Ell 1411 Haat INNS ®ram .E �, . r o Ltd/
tj C us i tan ��,,,,.,� . ., r phi X111 p.
•0 4
ARBERRY D•, 6`.' %° "fe8�i'1`J i� },`� ®►t�i`���� ,7r i
®i .0 Z ` ^4
. , g cal OE r\ ) .ina s
al Tit *mg iirmIgras.®® ' , � �ZL ono:
AbtIJ T� d S
• tan OAK -- ` IWaa� ®(t - _��®��If��M1llr ___ :1:1f -
7 1®Y®1„abmmmm..w Mnra,,ta
•
i 7
•
•
Sonoma Glen LAD Parcels by APN numbers
137300023, 137270012' 137222032, 137221 014 137221041 137222008 137222013 137350028 137310076
137300032' 137221013' 1372700081137260008 137221036 137222009 137270039 137270049 137310035'
137300024 137260015 137260021 137270061 137221035 137270027' 137270015' 137222021 137300084
137300025' 137222027 137270059. 137222038 137221042 /37221023 137350033 137222040 137310013 •
137300026 137222036 137061030 137300031 137300077 137350012 137221017 137260013 137310048
1373000651137260007' 137210031 /37300054 /37221034 137270026 137222017' 137270065' 137310059'
137300066' 1372700534137221007 137300027 137300085 /37221067 137350039. 137270064 137310050
137210021 137350023 137260018 137300033 137300078 137221064, 137061013', 137260009 137310077
137210044. 1372700521137260003. 1 37300064 137221033 137270025 137222003 137350020 137310074
137210025` 137270050'137221006, 137300055 137221032 137222012 137350016 137222022 137300008
137210046 137221012 137270007 137300018 137221058 137221022 137270040 137270014 137310012
137210047 137270011 137270056 137300060 137221031 137170014 137350032 137222039 137310079
I 137210036 137222028 137210029 137300037 137221030 137221066 137222018 137270063 137310060
137210019 137270051 137260019 137300029 137350009 137270023 137270041 137260014 137310049
137210010 137270061 137260020 137300051 137350042 137222011 137260012 137300016 137300007
137210017 137270066137270057` 137300019 137221061 137270022 137350040 137300049 137300006
137210011 137270034 137221005 /37300061 137300082 137221021 137350017 137300059 137310078
137210009 137260016 137270006 137300030 137221043 137350013 137222002 137300017 137310061
137210008 137222029 137221004 137300036 137350008 137221065' 137270042 137300038, 137310011
137210012137350024 137270058 137300052 137350007' 137270021 137222025 137300050 137310073
137210007' 137260006 137260002 137300020 137350006 137222010; 137270037 137300083, 137300005
137210016 137350025 137210032 137300028 137221057 137222006 137260011 137310016 137310010
137210013 137222035 137270005 137300062 137221060 137221020 137350031 137310039 137310062
137210005 137270054 137221003 137300035 137350005 137270020 137270043 137310045 137300004
137210006 137221011 137210028 137300021 137221044 137350034 137222001 137310033 137310072
137210004 137350026` 137221002 137300053 137350004 137270019 137350041 137310053 137310009
137210014 137350027` 137221001 137300034 137221059 137350035' 137222019 137310056 137310063
137210015 137222030 137270004, 337300022 137350003 137221019 137222024 137310038 137310071
137210003 137270010 137260001 137300063 137350002 137350014 137221016 137310034 137300003
137210002 137260023 137210027 .137300067 137350010 /37350036 137222043 137310015 137300009
137210055 137221010' 137270003 137300068 137350001 137270018 137270044 137310046 137310070
137210054 137260005 137210033 137300069 137221045 137350037 137222023: 137310017 137310008
137210053 137222034 137270002 137300070 137221056 137222005 137270045 137310044 137310064.
137210018 137222031 137210026 137300071 137270032 137221051 137356018 137310080 137300044
137210050 137270033 137210048 137300080 137221026 137270017 137222042 137310054 137300002
137210020 137260022 137210034 137300072 137270031 137222015 137270046' 137310032` 137300010
137210022 137221009 137230046 137300073 137350011 137221050, 137260010 137310081 137310007
137210052 137260017 137270001 137300074 137270030 137222004 137270047 137310057 137310065
137210042 137270067 137210035 137222045 137221062 137221018 137350030 137310052 137300001,
137210041 137270009 137210049 137300075 137221025 •137350038. 137222020 137310037 137310069
137210043 137222033 137210024 137300079 137221055 137270016 137221015 137310075 137300011 x
137270035 137260004 137210045 137221038 137270029 137221049' 137350029, 137310014 137300043
137270013 /37210030 137210037 337221039,137221063 137222014 137222041 137310036 137310006
137222026 137221008 137210023 137221037 137221024 137270038, 137270048' 137310047 137310066
137222037 137270055 137210051 137221040 137222007 137350015 137350019 137310058 137310068
137350022 137270060 137350021 137300076 137270028 137222016 137270036 137310051 137300045
8
137310005
137300042
137300012
137310067
137310004
137300046
137300056
137300041
137300013
137310003
/37300047
137300057
137300014
137300040
137310002
137310001
137300048
137300015
137300058
137300039
137310026
137310027
•
' 137310021
•
137310028
•
137310020
• 137310041
' 137310029
137310019
•
137061005
137310040
137310042
• 137310018
137310030
137310043
• 137310055
137310031-.
137061001
137061002
137061003
137310083
137310024
137310023
137310025
137061004
137310022.
9
• Attachment 3
City of:Petaluma
NOTICE;OF PROPERTY ASSESSMENT' UPDATE
AND PUBLIC HEARING
SONOMA GLEN LANDSCAPE MAINTENANCE DISTRICT
(Pursuant to the Landscaping'and Lighting Act of 1972)
May , 2012
The purpose of this.notice-is'to provide you with information regarding an assessment update
ballot proceeding being'conducted,by the City of Petaluma for property owners in the Sonoma
Glen Landscape Maintenance District ("LAD"), and the effect of the proposed assessment
update on the property you own in the,LAD: This notice is being,sentto you in accordance with
City of Petaluma City Council Resolution No. 201-2- , California Government Code section
53753(b) and the.California Constitution, art. XIIID, section 4(c) and (d).
PLEASE BE ADVISED,OF THE FOLLOWING:
A public hearing will be,held:at or after 7:00 p.m. on Monday, July 2, 2012, in the City
Council Chambers, Petaluma,City Hall; 11 English.Street, Petaluma, CA 94852 to consider
an assessment update for the real properties in the'Sonoma Glen LAD.
• The City of Petaluma,is proposing that an assessment on property you own within the
Sonoma Glen LAD, currently set-at $50.60 annually for single"family homes and $31.83
annually for townhomes, be increased•to a maximum of$75.00 per year for single family
homes and $49.00 per year for townhomes plus a 2% annual increase for costs of
supplies and services. The•present'assessment is subject to the same.2% annual increase
factor, and is collected with your property tax bill each year.
• The Sonoma Glen LAD was formed in 1991 -and contains 303 single family homes and
142 townhomes. A map-and description of the LAD and maintenance areas served by the
LAD is enclosed as part of the Engineer's Report•included in this NOTICE packet for
your review and consideration.
• The Sonoma Glen LAD was formed.to install facilities and to maintain public landscape
improvements that benefit the properties within the Sonoma Glen LAD. These include
the greenbelt bordering,Corona-Creek between Maria-Drive and Stonehenge Way,
irrigated curbside lawn strips, cul-de-sac islands and other'comnion landscape areas.
• Since its formation, theSonoma Glen LAD maintenance and water/sewer costs have
• exceeded revenues fronithe current assessment,xesulting in a deficit of approximately
$75;000. The'City'proposes an increase in the assessment whichwould gradually reduce
the-annual operating deficit to-balance the fund over a.period of approximately five years
and then to build a modest reserve for"future improvements. The revenue and expense
projections which support this increase, and the full amount of the proposed updated
assessment are contained in the Engineer's Report.
10
• The amount-of theupdated,assessment does;not exceed the-reasonable costofproviding;a
• proportional,specials benefit toithe properties.innthe Sonoma,Glen LAD—namely, the
facilities for and the maintenance ofjpublic landscape that benefit„the
properties within the Sonoma Glen LAD.. 'Theassessment-is calculated'differently for
single:family home and townhomes, based on the difference in special benefit provided to
single family homes and townhomes. The proportionate cost:is based on approximate
size of the units and the proportionate availability and use of LAD services by residents
of single family homes and residents of townhomes.
• The total proposed cost for each property you own(listedon,your Assessment Ballot) for
the fiscal year 2012-2013 is $75.00 for singlefamily homes and $49.00 for townhomes.
The total proposed assessment-for the entire Sonoma-Glen LAD for fiscal year 2012-
2013 is $29,683.
• The assessment update includes an annual 2% iiidtease as!needed.,to account for the
effects of inflation and/or increased costs ofgoods'andservices.
Enclosed with this NOTICE you will find;an ASSESSMENT UPDATE BALLOT. Please
follow the directions on the ballot to vote on the proposed assessment update. You may mail
your ballot to the City Clerk,or deliver it to the City at any time up to the conclusion of the
public hearing on July 2, 2012. Thetiallots-will be counted in public at the close of the public
hearing, or such subsequent'time as directed by the City Council atthe public hearing.
You may mail or deliver only our own ballot to the City Clerk,at the address on the ballot.
Ballots',may be sent at any time, but must be received by the City no:later than the conclusion of •
the public hearing to be held on July'2, 2012 at:7:00,pin in the City'Council chambers. At any
time prior to the conclusion of public hearing, you may withdraw your ballot or submit a
changed ballot in place of one previous'lysubmitted.
Only ballots with original signatures will be accepted, and all ballots must be signed. All ballots
will become public record, subjectto inspection upon request.
At the public hearing, City staff will`present infonnation,to the City Council and the public about
the assessment. The'public'will have opportunity to speak on the issue. The City Council
will-then;direct,the Clerk to open and.count the votes, and may continue the count to such public
time and place as determined:by the City Council: Results of the vote count will be considered
after tabulation. If majority protest is received, defined as'more'"NO" votes than "YES” votes,
weighted by proportion of the overall financial burden, the assessment update will notb'e
imposed, and.the existing assessment will continue to be collected.
•
•
11