08.c. Parkside Village Assessment DistrictMEMORANDUM
TO: CITY COUNCIL
FROM: STEVEN ADAMS, CITY MANAGER
SUBJECT: CONSIDERATION OF A RESOLU'TION APPROVING A
SUPPLEMENTAL STUDY TO THE FINAL ENGINEER'S REPORT
FOR THE PARKSIDE VILLAGE ASSESSMENT DISTRICT AND
APPROVING A REDUCTION IN THE ASSESSMENTS LEVIED
DATE: JUNE 26,2012
RECOMMENDATION:
It is recommended the City Council adopt a Resolution approving a Supplement to
the Final Engineer's Report for the Parkside Village Assessment District to reduce
the assessments.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
The proposed changes will reduce the amount of annual revenue from the
assessment district from $58,682 to approximately $40,850. The remaining revenue
has been determined to be sufficient to fund projected costs and there will be no
irr~pact on the City's General Fund. There is no projected future impact on staff
resources. The cost for staff work involved in preparing the Supplement to the
Engineer's Report was charged to the Parkside Village Assessment District fund
balance.
BACKGROUND:
The conditions of approval for the Parkside Village Subdivision required formation of
an assessment district to fund operation, maintenance and repair costs associated
with certain specified tract improvements. On July 26, 2005, the Council adopted a
Resolution initiating proceedings for formation of the Parkside Village Assessment
District. On September 13, 2005, the Council adopted a Resolution declaring an
intention to form the Parkside Village Assessment District.
Parkside Village LLC prepared, and the Council approved, the required Engineer's
Report. The Engineer's Report describes and establishes the formula utilized,
assessment amounts for each benefiting unit, and the total assessment. The
Parkside Village Assessment District was approved by the Council on November 8,
2005.
Agenda Item 8.c.
Page 1
CITY COUNCIL
CONSIDERATION OF A RESOLUTION APPROVING A SUPPLEMENTAL STUDY
TO THE FINAL ENGINEER'S REPORT FOR THE PARKSIDE VILLAGE
ASSESSMENT DISTRICT AND APPROVING A REDUCTION IN THE
ASSESSMENTS LEVIED
JUNE 26,2012
PAGE 2
Staff recently solicited bids for contract landscape maintenance for the City's
maintenance districts. At the January 10, 2012 meeting, the City Council approved a
contract for landscape maintenance of the Parkside Village Assessment District.
This item was originally presented to the Council for consideration at 'the June 12,
2012 meeting. Due to concerns and questions raised by property owners, the
Council continued the item to the June 26, 2012 meeting to provide staff an
opportunity to meet with the property owners and resolve any outstanding issues.
ANALYSIS OF ISSUES:
Contracting for landscape maintenance for the Parkside Village Assessment District
has enabled staff to more accurately determine and project ongoing costs. As a
result, it has been determined that the assessment amounts can be reduced. To
calculate the adjustment, staff prepared a Supplement to the Final Engineer's Report.
No changes were made to allocation of benefit, the assessment district map, or costs
identified for depreciation and future replacement of items covered under the
assessment district. Changes were included for projected costs for landscape, park
and detention basin maintenance.
Original projected costs for general maintenance were replaced with revised
estimates. The revised estimates are based upon actual costs with an increased
factor necessary to ensure an adequate reserve is maintained and to cover increases
if less favorable bids are received in the future.
Since its inception, the assessment district has increased fees annually based upon
CPI. This requirement will be maintained, which should protect the City from the
potential future inability to fund improvements due to inflation. The fund has also
accumulated an adequate reserve balance.
Staff invited all property owners to a neighborhood meeting on June 18'h. Staff
reviewed the history of the assessment district, methodology for calculating the
assessments, areas and infrastructure maintained, and proposals for upgrading the
landscaped areas. Feedback was requested and received on ideas for landscaping
improvements. Over 15 people were in attendance and a variety of questions were
answered. A number of follow-up items were identified, but the meetiug was very
productive and participants expressed support for proceeding with the proposal.
The Director of Administrative Services is also presenting the assessments for FY
2012-13 for each assessment district in the City to the Council for approval at this
meeting under a separate item. The proposed new assessments were included in
the recommendations to be sent to the County Auditor Controller. The
Agenda Item 8.c.
Page 2
CITYCOUNCIL
CONSIDERATION OF A RESOLUTION APPROVING A SUPPLEMENTAL STUDY
TO THE FINAL ENGINEER'S REPORT FOR THE PARKSIDE VILLAGE
ASSESSMENT DISTRICT AND APPROVING A REDUCTION IN THE
ASSESSMENTS LEVIED
JUNE 26,2012
PAGE 3
recommendations would need to be approved at this meeting in order to submit in
time to be applied on property tax bills for FY 2012-1 3.
ALTERNATIVES:
The following alternatives are provided for City Council consideration:
1. Approve staffs recommendations;
2. Direct staff to make revisions to the calculations in the Supplement to the
Engineer's Report;
3. Do not approve the Supplement to the Engineer's Report and direct staff to
maintain the current assessments; or
4. Provide staff other direction.
ADVANTAGES:
The recommendations will adjust assessments to more accurately reflect current and
projected costs. The changes will result in an annual savings of approximately $204
for property owners in Zone 1 and approximately $292 for property owners in Zone 2.
DISADVANTAGES:
The recommendations will reduce revenue to the City, but the revenue is restricted
for a specific purpose and will be sufficient to address projected costs.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
PUBLIC NOTIFICATION AND COMMENTS:
The agenda was posted in front of City Hall on Thursday, June 21, 2012 and on the
City's website on Friday, June 22, 2012. Notification of the meeting was mailed to
each of the residents affected.
Attachment:
1. Supplement to Engineer's Study
2. Original Engineer's Report
Agenda Item 8.c.
Page 3
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ARROYO GRANDE APPROVING A SUPPLEMENT TO THE
FINAL ENGINEER'S REPORT FOR THE PARKSIDE
VILLAGE ASSESSMENT DISTRICT AND APPROVING A
REDUCTION IN THE ASSESSMENTS LEVIED
WHEREAS, the City of Arroyo Grande ("City") is authorized under the procedures of the
Landscaping and Lighting Act of 1972 (corr~mencing with Streets and Highways Code
s22500 et seq.) to form an assessment district and to levy assessments thereon to
maintain certain specified improvements within the City; and
WHEREAS, on November 8, 2005, the City Council adopted a Resolution Ordering the
Formation of the Parkside Village Assessment District, Confirming Assessments,
Assessment District Diagram and Approving the Levying of Assessments to provide a
means to finance the costs of the maintenance, operation and service for improvements
that specifically benefit the property in the residential subdivision known as Tract 231 0-
1 and Tract 231 0-2; and
WHEREAS, said improvements (the "improvements") were described in the Engineer's
Report prepared by Stantec dated December 19, 2005 ("Final Engineer's Report") and
include, but are not limited to: Landscaping bordering Farroll Road, Bakeman Road
Entrances, behind and along Bakeman Lots 10, 11, 12, and 13 of Phase 1, mini park,
pedestrian pathway easement and drainage basin; fencing, gates and walls bordering
Farroll Road, Bakeman Road Entrances, behind and along Bakeman Lots 10, 11, 12,
and 13, park and drainage basin; the pathway easement, lighting and all improvements
between lots 1, 2 and 3 between Dixon Street and the mini park; the mini park and all
improvements to include walkways, play area, benches, and basketball court on Lot 24;
the drainage retention basin and all improvements to include water separator on Lot 25,
and French drain(s) along the East boundary of Tract 231 0-2; and
WHEREAS, the Final Engineer's Report described and established the assessment
amount(s) for each benefiting unit; and
WHEREAS, the City has prepared a Supplement to the Final Engineer's Report that
has determined that the projected costs for maintenance are less than originally
estimated; and
WHEREAS, the Supplement to the Final Engineer's Report describes and establishes
revised assessment amount(s) for each benefiting unit that reflect the projected
reduction in actual maintenance costs.
Agenda Item 8.c.
Page 4
RESOLUTION NO.
PAGE 2
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Arroyo
Grande, as follows:
Section 1. The foregoing recitals are true and correct, and incorporated herein by this
reference.
Section 2. That the Supplement to the Final Engineer's Report is approved.
Section 3. That all of the parcels of land within the District shall continue to be
assessed in proportion to the special benefit to be received by such parcels for the
maintenance of such improvements, and the City Council hereby declares that such
Assessment Roll and Assessment District Diagram as contained in the Engineer's
Report and Supplement to the Final Engineer's Report are hereby levied. Said
assessments shall continue to be subject to annual adjustment according to changes
set forth in the U.S. Bureau of Labor Statistics Consumer Price Index used by the City.
Section 4. That the Director of Administrative Services is directed to reflect the
reduced assessments in the Resolution to be presented to the City Council and
submitted to the County Auditor Controller's Office establishing assessment amounts for
Fiscal Year 201 2-1 3.
On motion of Council Member , seconded by Council Member I
and on the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
the foregoing Resolution was passed and adopted this day of
Agenda Item 8.c.
Page 5
, RESOLUTION NO.
PAGE 3
TONY FERRARA, MAYOR
ATTEST:
KELLY WETMORE, CITY CLERK
APPROVED AS TO CONTENT:
STEVEN ADAMS, CITY MANAGER
APPROVED AS TO FORM:
TIMOTHY J. CARMEL, CITY ATTORNEY
Agenda Item 8.c.
Page 6
Attachment 1
SUPPLEMENT TO FINAL ENGINEER'S REPORT
SUBMITTED ON DECEMBER 19,2005 BY STANTEC, INC.
FOR FISCAL YEAR 2006-07
FOR
PARKSIDE VILLAGE ASSESSMENT DISTRICT
FISCAL YEAR 201 2-1 3
CITY OF ARROYO GRANDE
STATE OF CALIFORNIA
Agenda Item 8.c.
Page 7
Parkside Village Assessment District
Fiscal Year 201 2-1 3
CERTIFICATES
CITY OF ARROYO GRANDE
PARKSIDE VILLAGE ASSESSMENT DISTRICT
FISCAL YEAR 201 2-1 3
On behalf of the City of Arroyo Grande, the undersigned respectfully submits the
attached Supplement to the Engineer's Report submitted on December 19, 2005 from
Stantec, Inc., pursuant to the provisions of Article XIIID, Section 4 of the California
Constitution and the Landscaping and Lighting Act of 1972, Sections 22500 seq. of the
California Streets and Highway Code. The undersigned certifies that he is a
Professional Engineer registered in the State of California.
R.C.E. No. 52:
I HEREBY CER'I'IFY the
Dated: ,do /-/Z
Engineer's Report submitted
on December 19, 2005 from Stantec, Inc., together with the Assessment Role and
Assessment Diagram thereto attached, was filed with me on the day of
, 2012.
Kelly Wetrnore, City Clerk
City of Arroyo Grande
San Luis Obispo, California
Agenda Item 8.c.
Page 8
Parkside Village Assessment District
Fiscal Year 2012-1 3
SECTION 1
INTRODUCTION
SUPPLEMENT TO THE ENGINEER'S REPORT
SUBMlTrED ON DECEMBER 19,2005 BY STANTEC, INC.
CITY OF ARROYO GRANDE
PARKSIDE VILLAGE ASSESSMENT DISTRICT
FISCAL YEAR 201 2-1 3
To insure a flow of funds for the construction, operation, maintenance and servicing of
specified improvements within the boundary of the subdivision known as Parkside
(Tract Maps 2310-1 and 2310-2), the City Council approved the City of Arroyo Grande's
Parkside Village Assessment District ("The District") on November 8, 2005. As required
by the Landscaping and Lighting Act of 1972 ("The Act"), a certified Engineer's Report
was prepared, which describes the improvements constructed, operated, maintained
and serviced by the District for Fiscal Year 2006-07, provides an estimated budget for
the District, and lists the proposed assessments to be levied upon each assessable lot
within the District. The boundaries of the District shown on the Assessment Diagram
were incorporated into the report as Part "C".
The cost of operation, maintenance and servicing of the improvements funded by the
District are apportioned to each lot within the District in proportion to the special benefit
it receives. The method of assessment may be amended from time to time by the City
Council in order to apportion the costs in relation to the benefits being received.
However, if the assessments are increased by any amount other than an amount in
accordance with a defined formula for an inflation adjustment that was originally
included in the resolution approving the assessment, such increases will be subject to
the noticing and balloting procedures referenced in Proposition 21 8.
Payment of the assessment for each lot is made in the same manner and at the same
time as payments are made for property taxes. All funds collected through the
assessment must be placed in a special fund and can only be used for the purposes
stated within the report.
The City Council held a public hearing on November 8'" 2005 to provide an opportunity
for any interested person to be heard. At the conclusion of the public hearing, the City
Council adopted a resolution confirming the levy of assessments as originally proposed.
Following the adoption of this resolution and recordation of the District's Tract Maps, the
Agenda Item 8.c.
Page 9
final Assessor's roll were prepared and filed with the San Luis Obispo County Auditor's
office to be included on the Fiscal Year 2006-07 tax roll.
The assessment has been adjusted each successive year based upon the Consumer
Price Index (CPI) as set forth in the Final Engineer's Report and City Council
Resolution. A supplement to the Final Eqgineer's Report has been prepared to reflect a
reduction in projected ongoing general maintenance costs determined based upon
competitive bids received by qualified contractors to provide these services.
The following supplemental report includes amendments to: Part B, Estimate of Cost;
Part El Assessment Role; Exhibit A, Cost of Improvements; and Exhibit B, Benefit
Exhibit. All other content of the Final Engineer's Report is unchanged. The
methodology used to prepare these amendments was based upon the estimates in the
Final Engineer's Report for the cost of all improvements, which were increased by the
CPI adjustments that have been applied since the original Assessment Roll was
approved. Projected costs for general landscaping, park and detention basin
maintenance were replaced by projected decreased amounts. Total costs were then
apportioned to each parcel by benefit as calculated in the Final Engineer's Report. This
reduction in the assessment imposed will not result in an increased amount being levied
on any person or parcel.
Agenda Item 8.c.
Page 10
EXHIBIT "A"
Cost of Improvements
I Qtv I Price I Qx P I Depreciation % 1 Total $/Year I CPl Adjusted
~rees (Installed) I I I
I I I I I I
Plants (Installedl I I I I I I I
Pistacia chinensis
Platanus acerifolia
Prunus cerasifera
2
2
3
Ground Cover (Installed)
Gazania rigens
Lantana montevidensis
Trachelospermum jasminoides
I I I I I I
I I Subtotal: I $508.571 $544.17
Turf
Festuca hybrids (Seed)
Marathon' Sod
$325.00
$325.00
5325.00
156
4
156
33 Ibs.
260 sq. ft.
Irrigation
112" Drip Tubing
314 - 1" Pipe
Reduced-Pressure Backflow Prev., Installed
Controller, Installed
Wirp
$650.00
$650.00
5975.00
30
30
7.5
Misc. Parts
Elect. Water Meter setup (est.)
Equipment
I I I
I llandscape Total: I I $8,899.93l $9,086.12
I I I I
1.75llb.
.37/sq. ft.
1,323.7'
1,331.2'
1
2
Maintenance
Landscape Maintenance
5%
5%
5%
$4,680.00
$120.00
$1,170.00
2
7
Parkride Village Assessment Dlstrict
$57.75
$96.20
$100/1,000 Ft
$l.OO/Foot
$950.00
$4,000
12
Qtv
$32.50
$32.50
$48.75
5%
5%
5%
3,000
S3001day
$34.78
$34.78
$52.16
5%
5%
$132.37
$1,331.20
$950
$8,000
51.500.00
$520.00/mo
Price
$234.00
$6.00
~~8.50
. .
$1,500.00
$6,000.00
$2,100.00
Subtotal:
$250.38
$6.42
$62.60
$2.89
$4.81
10%
10%
10%
10%
10%
fixed
QX P
$3.09
sS.15
10%
10%
10%
$13.24
$133.12
$95.00
$800.00
$150.00
$6,240.00
Depreciation %
$14.16
$142.44
$101.65
$856.00
$160.50
$150.00
$600.00
$210.00
$2.151.36
$6,240.00
$160.50
$642.00
$224.70
$2,301.95
Total $/Year CPI Adlusted
Agenda Item 8.c.
Page 11
EXHIBIT "A"
Cost of Improvements
BLOCK WALL AND PLASTER
I I I I
Parkside Village Assessment District
Agenda Item 8.c.
Page 12
EXHIBIT "A"
Cost of Improvements
I I I I I "
I I Total less 15% for Public Benefit: I $94.861 $101.50
I I I
I I I I I Total:
25% for Engineering & Administration Costs: $7,857.12 $8,170.10
Total $/Year
$111.60
$111.60
PARK FENCING
FRENCH DRAIN
French Dram
French Dram Ma~ntenance
Grant Total: $39,285.59 $40,850.48
CPI Adjusted
$119.41
$119.41
Price
S30IFT
QW
124 FEET
QQ
1
1
QX P
$3,720
Fenclne Total:
Depreciation %
3%
Price
$12,600 00
$1.000.00
QX P
$12,600.00
$1,000.00
Drain Total:
Depreciation %
5%
fixed
Total $/Year
$630.00
$ l,OOO.OO
$1.630.00
CPl Adjusted
$674.10
$1,070.00
$1,744.10
Agenda Item 8.c.
Page 13
Exh~bit "0"
Benefit Exhibit
Zone 1 Parcels Zone 2 Parcels Total Parcels
Cost Contributing Contr~but~ng Contr~but~ng Unit Cost
Landscaping
Park
Detention Basln
Block Walls
Pathways
Fencing
French Dram
Engineering & Adm~n
Revenue Per Total
Zone 1 BU Unlt Cost Parcel No. of Parcels Revenue
Landscaping
Park
Detention Basln
Block Walls
Pathways
Fenclng
French Dram
Engineering & Admin
Total Zone 1
Revenue Per Total
Revenue Zone 2 BU Unrt Cost Parcel No. of Parcels
Landscaping
Park
Detention Basin
Block Walls
Pathways
Fencing
French Drain
Engineering & Admin
Total Zone 2
Total
Agenda Item 8.c.
Page 14
Parkside Vilage Assessment District
Revised Fiscal Year 2012-13
PART E
ASSESSMENT ROLL
Agenda Item 8.c.
Page 15
Parkside Vilage Assessment District
Revised Fiscal Year 2012-13
077-255-037
077-255-038
077-255-039
077-255-040
077-255-041
077-255-042
077-255-043
077-255-044
077-255-045
077-255-046
077-255-047
077-255-048
077-255-049
077-255-050
077-255-051
077-255-052
077-255-053
077-255-054
077-255-055
077-255-056
077-255-057
077-255-058
077-255-059
077-255-060
077-255-061
077-255-062
077-255-063
077-255-064
077-255-065
077-255-066
077-255-067
077-255-068
lot 36
lot 37
lot 38
lot 39
lot 40
lot 41
lot 42
lot 43
lot 44
lot 45
lot 46
lot 47
lot 48
lot 49
lot 50
lot 51
lot 52
lot 53
lot 54
lot 55
lot 56
lot 57
lot 58
lot 59
lot 60
lot 61
lot 62
lot 63
lot 64
lot 65
lot 66
lot 67
Total:
Grand Total:
$58,682.00
Grand Total:
$40,850.29
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$974.00
$50,648.00
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$682.15
$35,471.80
Agenda Item 8.c.
Page 16
Agenda Item 8.c.
Page 17
Attachment 2
Final Engineer's Report
for
Parkside Village Assessment District
Fiscal Year 2006-07
City of Arroyo Grande
State of California
Prepared for:
S&S Homes of the Central Coast
Prepared by:
Stnntec - Ventura Division
(Formerly - The Keith Companies - Ventura Division)
310 North Westlake Blvd., Suite 150
Westlake Village, CA 91362
(805) 495-6522
December 19,2005
Agenda Item 8.c.
Page 18
TABLE OF CONTENTS
........................................................................................................................... City Directory 1
............................................................................................................................. Certificates 2-3
Section 1 . Introduction ............................................................................................................... 4
.................................................................................................................... Sectidn 2 -Report 5.6
......................................................................................... Part A -Plans and Specifications 7
................................................................................................... Part B . Estimate of Cost 8
Part C . Assessment District Diagram .................................................................................... 9
................................................................ Part D . Method of Apportionment of Assessment 10-12
............................................................................................. Part E . Assessment Roll 13-14
Exhibit "An- Cost of Improvements
Exhibit "B" . Benefit Exhibit
Exhibit "C' . Assessment Diagram
Agenda Item 8.c.
Page 19
Parkside Village Assessment District
Fiscal Year 2006-07
CITY OF ARROYO GRANDE
MAYOR. CITY COUNCIL MEMBERS AND STAFF MEMBERS
Tony M. Ferrara
MayorIChair
Joe Costello
Mayor Pro TemNice Chair
Jim Diclcens
CounciVBoard Member
Jim Gnthrie
CounciVBoard Member
Ed Arnold
CounciVBoard Member
Steven Adams
City Manager
Tim Carmel
City Attorney
Kelly Wetmore
Director of Administrative ServicesICity Clerk
Don Spagnolo, P.E.
Director of Public WorkslCity Engineer
Daniel Hernandez
Director of Parks, Recreation & Facilities
Stantec, Inc.
1211 9/05
Agenda Item 8.c.
Page 20
Parkside Village Assessment District
Fiscal Year 2006-07
cIm OF ARROYO GRANDE
PARKSIDE VILLAGE ASSESSMENT DISTRICT
FISCAL YEAR 2006-07
The undersigned, acting on behalf of Stantec Inc., respectfully submits the attached Engineer's Report
as directed by the City of Arroyo Grande pursuant to the provisions of Article XIIID, Section 4 of the
California Constitution and the Landscaping and Lighting Act of 1972, Sections 22500 seq. of the
California Streets and Highway Code. The undersigned certifies that he is a Professional Engineer
remered in the State of California.
/'-
Engineer of Work: ,
Edward Collins, P.E.
RC.E. No. 54032 , Expires
I HEREBY CERTIFY that the attached Engineer's Report, together with the Assessment Roll and
5'5- Assessment Diagram thereto attached, was fled with me on the a I day of D ~C-E~V~~ER,
2005.
Kelly Wetmore, City Clerk
City of Arroyo Grande
San Luis OPispo County, California
Stantec, Inc.
12/19/05
Agenda Item 8.c.
Page 21
Parkside Village Assessment District
Fiscal Year 2006-07
I HEREBY CERTIFY that the attached Engineer's Report, together with the Assessment Roll and
Assessment Diagram thereto attached, was approved and conhned by the City Council of the City of
Armyo Grande, San Luis Obispo County, California on the 13 %ay of S & p 7n? AO? ,
2005.
Kelly Wetmore, City Clerk
City of Arroyo Grande
San Luis Obispo County, California
By:
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and
Assessment Diagram thereto attached was Wed with the County-Clerk Recorder of the County of San
Luis Obispo, on the day of ,2005.
Kelly Wetmore, City Clerk
City of Arroyo Grande
San Luis Obispo County, California
Stantec, hc.
12/19/05
Agenda Item 8.c.
Page 22
Parkside Village Assessment District
Fiscal Year 2006-07
SECTION 1
INTRODUCTION
ENGINEER'S REPORT
CITY OF ARROYO GRANDE
PARKSIDE VILLAGE ASSESSMENT DISTRICT
FISCAL YEAR 2006-07
To insure a flow of funds for the construction, operation, maintenance and servicing of
specified improvements with in the boundary the subdivision known as Parkside (Tract
Maps 23 10- 1 and 23 1 0-2); the City Council will approve the City of Arroyo Grande's
Parkside Village Assessment District ("The DistricP') this fiscal year. As required by the
Landscaping and Lighting Act of 1972 ('"I'he Act"), this Engineer's Report describes the
improvements to be constructed, operated, maintained and serviced by the District for
Fiscal Year 2006-07, provides an estimated budget for the District, and lists the proposed
assessments to be levied upon each assessable lot within the District. The boundaries of
the District are shown on the Assessment Diagram and incorporated into this report as
Part "C".
The cost of operation, maintenance and servicing of the improvements to be funded by
the District will be apportioned to each lot within the District in proportion to the special
benefit it receives. The method of assessment may be amended hm time to time by the
City Council, in order to apportion the costs in relation to the benefits being received.
However, if the assessments are increased from the prior year they will be subject to the
noticing and balloting procedures referenced in Proposition 2 18.
Payment of the assessment for each lot will be made in the same manner and at the same
time as payments are made for property taxes. All funds collected through the
assessment must be placed in a special fund and can only be used for the purposes stated
within this report.
The City Council held a meeting on November 8th, 2005 to provide an opportunity for
any interested person to be heard. At the conclusion of the meeting, the City Council
adopted a resolution confirming the levy of assessments as originally proposed or as
modified. Following the adoption of this resolution and recordation of the District's
Tract Maps, the final Assessor's roll will be prepared and filed with the San Luis Obispo
County Auditor's office to be included on the Fiscal Year 2006-07 tax roll.
Stantec, hc.
12/19/05
Agenda Item 8.c.
Page 23
Parkside Village Assessment District
Fiscal Year 2006-07
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF
LANDSCAPING AND LIGHTING ACT OF 1972
SECTION 22500 THROUGH 22679
OF TEFE CALLFORNIA STREETS AND HIGHWAY CODE
CITY OF ARROYO GRANDE
PARKSIDE VIILAGE ASSESSMENT DISTRICT
FISCAL YEAR 2006-07
Pursuant to the Landscaping & Lighting Act of 1972 (Part 2 of Division 15 of the Streets
and Highways Code of the State of California, commencing with Section 22500), this
Engineer's Report is submitted to the City Clerk of the City of Arroyo Grande in
connection with the proceedings of the City Council to consider the establishment of the
Parkside Village Assessment District. Edward Collins, duly-authorized representative of
Stantec, Inc., consultant to the City, submits this Engineer's Report consisting of the
following parts:
PART A: PLANS AND SPECIJ?ICATIONS
This part describes the improvements of the District. Prehmmary design documents for
the improvements are as set forth on the lists thereof, attached hereto, and are on file in
the Office of the City Engineer of the City of Arroyo Grande, and are incorporated herein
by reference. Plans are incorporated into the assessment diagram, listed as Exhibit "C", as
allowed under Section 22568 of the Act. Exhibit "C" displays the District as consisting
of 2 zones: one (1) and two (2).
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposal improvements for fiscal year
2006-07, including incidental costs and expenses in connection therewith, as set forth on
the lists thereof, attached hereto.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates, by reference, a Diagram of the District showing the exterior
boundaries of the District, the boundaries of any zones within the District, and the lines
and dimensions of each lot or parcel of land within the District. This Diagram has been
prepared by the Engineer of Worlc. The lines and dimensions of each lot within the
District are those lines and dimensions to be shown on the maps of the San Luis Obispo
County Assessor following the recordation of Tract Maps 23 10-1 and 23 10-2. Assessor's
maps will be prepared following the recordation of the Tract Maps.
Stantec, Inc.
12/19/05
Agenda Item 8.c.
Page 24
Parkside Vill ge Assessment District
Fiscal Year 2 1 06-07
PART D: METHOD OF APPORTIONMENT OF ASSESSMENT
This part describes the method of apportionment based upon the parcel classification of
land within the District, and in proportion to the estimated benefits to be received.
PART E: ASSESSMENT ROLL
This part contains a description of each lot of property proposed to be subject to the
assessment, including the amount of the assessment on each lot for Fiscal Year 2006-07.
Stantec, Inc.
12/19/05
Agenda Item 8.c.
Page 25
Parkside Village Assessment District
Fiscal Year 2006-07
PART A
PLANS AND SPECIFICATIONS
The facilities within the Parkside Village Assessment District will be constructed by the
subdivider. Those improvements to be constructed will be operated, maintained and
serviced generally described as follows:
DESCRTPTION OF IMPROVEMENTS
The following improvements are proposed to be operated, maintained and serviced in the
Parkside Village Assessment District for Fiscal Year 2006-07:
Landscaping and Block Walls along Farroll Avenue and Bakeman North, a Park, a
Detention Basin and Water Separator, a Sidewalk and Path to Parks, Fencing, and a
French Drain.
Services include, but are not limited to: personnel; contractual services; grading; clearing;
removal of debris; installation or reconstruction of said improvements at the end of their
expected lifespan; and any other items necessary for the maintenance or servicing of the
facilities.
Maintenance means the Mshing of services and materials for the ordinary and usual
operations, maintenance and servicing of the landscaping, park or appurtenant facilities;
providing for the life, growth, health and beauty of the landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing and treating for disease or injury; and the
removal of trimmings, rubbish, debris and other solid waste.
S tantec, Inc.
1211 9/05
Agenda Item 8.c.
Page 26
Parkside Village Assessment District
Fiscal Year 2006-07
PART B
ESTIMATE OF COST
The 1972 Act provides that the total cost of installation, construction, operation,
maintenance and servicing of landscaping and appurtenant facilities can be recovered by
the District. Incidental expenses, including administration of the District, engineering
fees, legal fees, printing, posting, and mailing of notices, and all other costs associated
with the annual collection process can also be included. Annual levy reports will be
prepared to update the District budget and assessments. Annual cost indexing of the
maximum authorized assessments will be tied to the regions Consumer Price Index (CPI).
The proposed operation, maintenance and servicing costs for Fiscal Year 2006-07 are
summarized below.
I As preliminarily ( As Confirmed and I
Fnnd Balance July 1
I
Add Revennes:
Assessments
Use of Money
Total Revenues
$0.00
Less Appropriations
Landscaping
Park
$0.00
$54,830.61
$0.00
$54,830.61
Detention Basin
Block Walls
$54,830.61
$0.00
$54,830.61
$13,459.95
$12,3 10.27
Fencing
French Drain
$13,459.95
$12,3 10.27
1 $15,545.45
$714.00
Engineering & Administration
(
See exhibit "A" for details on costs of improvements.
$94.86
$1,630
$10,966.12
$54,830.61
Revenues Over (Under)
Fund Balance on June 30
The 1972 Act requires that a special fund be set up for revenues and expenditures of the
District. Funds raised by the assessments shall be used only for the purpose as stated
herein. A contribution to the Parkside Village Assessment District may be made to
reduce assessments as the City deems appropriate. Any balance remaining on July 1
must be carried over to the next fiscal year unless the funds are being accuulated for
future capital improvements and operating reserves.
$15,545.45
$714.00
$94.86
$1,630
Statec, Inc.
1 2/19/05
1
$0.00
$0.00
$0.00
$0.00
Agenda Item 8.c.
Page 27
Parkside Village Assessment District
Fiscal Year 2006-07
PART C
ASSESSMENT DISTRICT DIAGRAM
Properties located within the proposed City of Arroyo Grande Parkside Village
Assessment District are within the subdivision known as Parkside (Tract Maps 23 10-1
and 23 10-2).
The lines and dimensions of each lot within the District are those lines and dimensions
shown on the Tract Maps approved andlor in plan check with the City of Arroyo Grande
Department of Public Works for the year when this report was prepared. The Assessment
District Diagram for the District is included in this report as Exhibit "C".
Stantec, Inc.
1211 9/05
Agenda Item 8.c.
Page 28
Parkside Village Assessment District
Fiscal Year 2006-07
PART D
METHOD OF APPORTIONMENT OF ASSESSMENT
GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting
Act of 1972, permits the establishment of assessment districts by Agencies for the
purpose of providing certain public improvements which include the operation,
maintenance and servicing of improvements.
Section 22573 of the Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This section states:
'The net amount to be assessed upon lanh within an assessment dktrict may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefit to be received by each
such lot orparcelfiom the improvements"
'The determination of whether or not a lot or parcel will benefit fiom the improvements
shall be made pursuant to the Improvement Act of 1911 (Division 7 commencing with
Section 5000 of the Streets and Highways Code, State of California) ".
In addition, Article XIIID, Section 4(a) of the California Constitution limits the amount
of any assessment to the proportional special benefit conferred on the property.
Because assessments are levied on the basis of benefit, they are considered a user's fee,
not a tax, and, therefore, are not governed by Article mA of the California Constitution.
The 1972 Act pennits the designation of zones of special benefit within any individual
assessment district if '%y reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit fkom the
improvement" (Sec. 22574). Thus, the Act requires the levy of true "assessment" rather
than "special tax."
Article XIIID provides that publicly owned properties must be assessed unless there is
clear and convincing evidence that those properties receive no special benefit fkom the
assessment. Exempted fkom the assessment would be the areas of public streets, public
avenues, public lanes, public roads, public drives, public courts, public alleys, public
easements and right-of-ways, public greenbelts and public parkways.
Stantec, Inc.
1211 9/05
Agenda Item 8.c.
Page 29
Parkside Village Assessment District
Fiscal Year 2006-07
BENEFlT ZONE CLASSIFICATION
The City of koyo Grande's Parkside Village Assessment District will be formed to
provide a funding source for the operation, maintenance and servicing of improvements
within the boundaries of the District. All lots within zone two (2) [Tract Map 23 10-21 of
the district benefit fiom each said improvement. All lots within zone one (1) [Tract Map
23 10-11 benefit fiom each said improvement, except for Detention Basin improvements
and French Drain improvements. The aforementioned special benefit zones will be
created to allocate assessments in relation to the benefits received by each zone.
ASSESSMENT METHODOLOGY
Due to the similar use of each lot within their respective subdivision zones, the total
operation, maintenance and servicing costs for the improvements are apportioned to each
lot equally for the given zone. All improvement costs assessed in Zone 1 will be
apportioned equally amongst the lots within Zone 1. All improvement costs assessed in
Zone 2 will be apportioned equally amongst the lots within Zone 2. See Exhibit "B" for
details.
BENEFlT DETERMINATION
It is necessary to identify the benefit that the improvements will render to the properties
within the Assessment District. It is also necessary that the properties receive a special
and direct benefit as distinguished fiom general benefit to the general public.
Landscaping and hardscaping, if well maintained, provide beautification, shade and
enhancement of the desirability of the surroundings, thereby providing a special benefit.
These improvements provide special and direct benefits to each property located within
the District. Because the proposed improvements do not provide benefit to properties
outside the District, no allocation of general benefit is required.
The proposed park provides a place for recreation within the proposed subdivision (Tract
2310), thereby providing a special benefit. These improvements provide special and
direct benefits to each property located within the District. However, the City of Arroyo
Grande has determined that park facilities will provide some general benefit to the public.
Since the park is accessible to the general public, 15 percent of the benefit is classified as
general. The remaining 85 percent of the benefit is classified as special.
The proposed detention basin collects storm drainage from property located in Zone 2 of
Tract 23 10, thereby providing a special and direct benefit only to Zone 2.
Proposed block walls along Farroll Avenue and Bakeman North provide beautification of
the surroundings, thereby providing a special benefit. These improvements provide
Stantec, hc.
1211 9/05
Agenda Item 8.c.
Page 30
Parlaide Village Assessment District
Fiscal Year 2006-07
special and direct benefits to each property located within the District. Because the
proposed improvements do not provide benefit to properties outside the District, no
allocation of general benefit is required.
The proposed park pathways provide a pedestrian route to parks within or just outside the
proposed subdivision (Tract 2310), thereby providing a special benefit. These
improvements provide special and direct benefits to each property located within the
District. However, the City of Arroyo Grande has determined that pathways to park
facilities will provide some general benefit to the public. Since the park pathways are
accessible to the general public, 15 percent of the benefit is classified as general. The
remaining 85 percent of the benefit is classified as special.
The proposed park fencing will provide safety for the proposed park, thereby adopting
the same benefit classifications as the park: 15 percent general benefit and 85 percent
special benefit.
The proposed French drain will provide drainage to the easterly boundary of Zone 2
(Tract 23 10-2), thereby providing a special and direct benefit only to Zone 2.
Stantec, hc.
1211 9/05
Agenda Item 8.c.
Page 31
Parkside Village Assessment Dislrict
Fiscal Year 2006-07
PART E
ASSESSMENT ROLL
I as Preliminarily I as Confirmed and I
13 Stantec, hc.
12/19/05
Agenda Item 8.c.
Page 32
Parkside Village Assessment District
Fiscal Year 2006-07
077-251-005
077-251-005
077-251 -005
077-251 -005
077-251-005
077-251 -005
077-251 -005
077-251 -005
077-251-005
077-251 -005
077-251 -005
, 077-251-005
077-251 -005
077-251 -005
077-251 -005
077-251 -005
lot 36
lot 37
lot 38
lot 39
lot 40
lot 41
lot 42
lot 43
lot 44
077-251-005 1 lot 52 I $909.61
lot 45
lot 46
lot 47
lot 48
lot 49
lot 50
lot 51
$909.61
077-251-005 1 lot 54
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
077-251-005 1 lot 56 I $909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
077-251-005 1 lot 58
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61 077-251-005 1 lot 53
$909.61
077-251 -005 1 lot 55
077-251-005 1 lot 60
$909.61
077-251 -005 1 lot 57
$909.61
077-251 -005 1 lot 62
Stantec, Inc.
1211 9/05
$909.61
$909.61
077-251 -005 1 lot 59
077-251-005 1 lot 61 $909.61 1 $909.61
$909.61
$909.61 I $909.61
077-251 -005
077-251 -005
077-251 -005
077-251 -005
$909.61
$909,61
$909.6 1
$909.61
$909.61
077-251 -005 1 lot 63
lot 64
lot 65
lot 66
lot 67
$909.61
$909.61 $909.61
Total: $47,299.72 Total: $47,299.72
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
$909.61
Agenda Item 8.c.
Page 33
Exhibit "A"
Cast of Impmments
Parkslde Vlllage Assessment District
Agenda Item 8.c.
Page 34
Exhlblt "A"
Cost of Improvements
Parkside Village Assessment District
Agenda Item 8.c.
Page 35
25% for EngbeerIng & Admlnlstrntlon Coab SlOQ66.12
Grand Total:
Parkside Village Assessment District
Agenda Item 8.c.
Page 36
Zone 1 Parcels
ConMbuthg
13
13
0
13
43
13
0
13
Zone 2 Parcels
Contrbuting
52
52
52
52
52
52
52
52
Total Parcsls
Contributing Cost Unlt Cast
Landscaping
Park
Dstentlon Basin
Block Wafb
pathways
Fhg
French Drain
Engineartng & Admh
Revenue Per
Paml
Total
Revenue Zone 1 UnR Cost No. of Parcels
Landsmplng
Park
Detention Basln
Block Walls
Pathways
Fenclng
French Dtah
Englneerlng 8 Adrnln
Total Zone I
Revenue Per
Parcel
S 207.08
5 189.3
f 298.95
s 10.98
s 1.89
S 1.46
S 31.35
s 168.71
$ 909.61
Total
Revenue Zone 2 Unlt Cost
5 207.08
5 189.39
5 298.95
$ 10.98
5 1.69
s 1.46
5 31.35
S 188.71
$ 909.61
No. of Pmls
Lanfbcaplng
Park
DetmUm Basln
Bock Wab
hmys
Fencfna
French Drah
Engineering & Admln
T-l Zone 2
Total
Parkslde Wlage Assessment Dlstrict
Agenda Item 8.c.
Page 37
Ag
e
n
d
a
I
t
e
m
8
.
c
.
Pa
g
e
3
8