HomeMy WebLinkAboutAGENDA REPORT 2000 0607 CC REG ITEM 10ATO:
FROM:
DATE:
CITY OF MOORPARK
CITY COUNCIL AGENDA REPORT
The Honorable City Council
ITEM % 0i...�._...�
Mary K. Lindley, Director of Community Services
June 1, 2000 (CC Meeting of June 7, 2000)
SUBJECT: Consider Approval of Resolution No. 2000 -_, Approving
the Preliminary Assessment Engineer's Report, the
Parks and Recreation Maintenance and Improvement
Assessment District Levy Amount, and Setting the Date
for the Public Hearing for June 21, 2000
SUMMARY
The City Council is being asked to adopt the attached
resolution, approving the Preliminary Assessment Engineer's
Report (bound and separately provided with Agenda Report), which
contains the methodology and formula for apportioning the
property assessment. Additionally, the resolution identifies
the date for the Public Hearing to consider the levy of the
assessment for FY 2000/01.
BACKGROUND
In July 1999, the City successfully established an assessment
district for the maintenance and improvement of City parks. The
District was initiated by the Council to provide funding in
place of AD 85 -1 (Park Maintenance Assessment District), which
was disbanded in July 1998 as a result of Proposition 218. The
current Maintenance District is based on a "special" assessment.
This means that the City assesses property owners for that
portion of park maintenance and improvement activities that
generate a "special" benefit. All activities that generate a
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Park Assessment Engineer's Rpt
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"general" benefit must be funded from non assessment revenues
(typically General Fund and Park Improvement Fund).
The Park Maintenance and Improvement Assessment District
includes all existing 14 City parks and the park currently under
construction in Carlsberg Specific Plan. The amount of the
assessment levied to property may only increase by the Cost of
Living factor for the Los Angeles Metropolitan area, and not
more than 3 percent in any year.
On February 16, 2000, the City Council adopted Resolution No.
2000 -1701, indicating its intent to continue the assessment for
FY 2000/01 and directing the preparation of the Engineer's
Report. On that date, the City selected Shilt's Consultants to
prepare the report.
DISCUSSION
The City Council is being presented with the preliminary
Engineer's Report for consideration and approval. By approving
the Engineer's Report, the Council will be establishing the
assessment rate, the formula used to spread the assessment, and
the General Fund and Park Improvement Fund (PIF) contributions
for the maintenance and improvement of parks. The proposed
boundaries for the Parks and Recreation Maintenance and
Improvement District contains all properties within the City's
boundaries.
The proposed Assessment District includes all existing 14 City
parks. It is intended to include Miller Park under construction
in Specific Plan 92 -1 (Carlsberg) once it has been completed and
the maintenance period has expired. Additionally, the properties
within Specific Plan 92 -1 would be assessed as would all other
properties within the City.
The Engineer's Report contains a determination regarding the
percentage of benefit deemed "special" and the percentage deemed
"general" generated from the maintenance and improvement of City
parks and recreation facilities. The percentage figure
identified by the Engineer is 25 percent "general" benefit and
75 percent "special" benefit. This percentage is then applied to
the total parks budget. Under Proposition 218, the City can
only assess property owners for the portion of the budget
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Park Assessment Engineer's Rpt
Page 3
related to "special" benefits. Although 75 percent is
identified as providing "special" benefit, and consistent with
last year, it is proposed that property owners be assessed for
approximately 51 percent of the total park maintenance budget.
Additionally, the Report identifies all properties in Moorpark
by type. A value has been assigned for each type of property,
with single family residential having a value of 1.00. A value
for all other property types is assigned based on the SFE. The
equivalent value is based on a formula that uses the average
number of people who could potentially live on, work at, or
otherwise use a property. Specifically, the Engineer finds SFE
values as follows:
Single Family Residential 1.00
Condominium .80
Multi- Family Residential .78
Mobile Homes .65
Commercial .70
Office 1.90
Shopping Center .70
Industrial .70
Self Storage or Parking Lot .03
(per dwelling unit)
(per 1/5 of acre)
In regards to undeveloped vacant property, the Engineer has
developed a three tiered rate structure. Vacant property will
be assessed at a single family equivalent of .25 SFE. Once a
development application and engineering plans have been
submitted for vacant property, it will be assessed at a single
family equivalent of .35 of the developed rate, and vacant
property for which development has been approved will have a
single family equivalent of .65 of the developed rate until
fully developed.
Proposed Park Maintenance and Improvement Budget
Addressed in the Engineer's Report is the proposed FY 2000/01
Park Maintenance and Improvement Budget. Total proposed
expenditures are approximately $909,409. This figure excludes
$130,866 in indirect costs identified in the FY 2000/01 Budget
as "Cost Plan" expenditures, which will be more fully discussed
below. With "Cost Plan" expenditures included, the total Park
Maintenance Budget is $1,040,275.
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Park Assessment Engineer's Rpt
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The proposed budget may change as the Council conducts its
budget deliberations. As long as these changes do not impact
the ratio between special and general activities, such that the
special activities comprise a larger percent, these changes can
be accommodated in the final Report.
The Engineer's Report addresses the estimated revenue to be
generated by the assessment (approximately $468,000) if the
assessment rate is approved as recommended. The anticipated
revenue figure may also change slightly upward, if any
previously unidentified properties are identified. Additionally,
the report identifies the non assessment contribution (General
Funds and PIF), which includes a portion of the expenditures
associated with "special" benefits and all expenditures
associated with "general" benefits.
For comparison, the FY 1999/00 park maintenance expenditure
budget was approximately $925,188 (not including the AVCP tennis
court construction), of which $771,941 was for operations and
the remaining $153,247 was for capital improvements.
Approximately $430,000 was collected in park assessments. The
non assessment FY 1999/00 contributions to the park maintenance
budget was $495,188, which was comprised of approximately
$367,641 from the General Fund ($25,700 for capital and the
remaining for operations) and $127,547 from the PIF (QUMIBY
fees) .
The proposed FY 2000/01 budget figure of $909,409 includes
$780,109 for operations and $129,300 for capital improvements.
Of the operational expenditures, it is estimated that $468,000
will be funded from collected assessments. It is proposed that
the remaining, approximately, $312,109 in operational
expenditures be funded by the General Fund. All of the capital
expenditures ($129,300) will be funded by the PIF from the
appropriate Park Improvement Zones.
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Park Assessment Engineer's Rpt
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PARK MAINTENANCE BUDGET
EST.
FY 99/00
PROPOSED
FY 00/01
EXPENDITURES
Operations
$771,941
$780,109
Capital
$153,247
$129,300
Total Expend
$925,188
$909,409
FUNDING SOURCE
Assessment
$430,000
$468,000
General Fund
$367,641
$312,109
Park Impr.
$127,547
$129,300
The City Council is not being asked to formally adopt the Park
Maintenance budget at this time. There will be an opportunity
to make some adjustments as a part of the regular budget
process. However, any future budget adjustments cannot impact
the assessment amount.
While costs for general materials and utilities has gone up, the
total proposed FY 2000/01 park maintenance budget(including
capital items) represents a decrease of $15,779 over last year's
budget. The major reason for this is the significant decrease
in assessment engineer costs. Last year the City's budget
included $53,300 for assessment engineering to establish the
assessment district. In FY 2000/01 $11,000 has been budgeted
for assessment engineering administration, a difference of
$42,300.
There are no new programs or items contained in the proposed FY
2000/01 budget. However, some park landscape enhancements are
planned to replace lost or damaged plant material, which has not
been specifically addressed in past years. A larger percent of
the City's overhead cost allocations have also been assigned to
park maintenance to reflect the true impact of the division on
the General Fund.
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While not addressed in the Engineer's Report and not identified
in the total budget figures presented in this Agenda Report, the
Council should note that the proposed Park Maintenance Division
Budget (2400) contains park related City "cost plan" charges
($130,866) which are new to the division, but not new to the
City's General Fund budget. In other words, the City incurred
these costs last year, elsewhere in the General Fund budget.
For FY 2000/01, it is proposed that the "cost plan" costs
related to park maintenance activities be charged directly in
the Park Maintenance Division budget. The end result should be
not net increase to the General Fund. The "cost plan" will be
further discussed during budget deliberations.
There are fewer proposed capital improvement projects in the
proposed FY 2000/01 budget in comparison to FY 1999/00. The
proposed FY 1999/00 capital expenditures include new playground
equipment for Campus Park, replacement gazebos for Poindexter
Park, and installation of poured -in -place rubber surfacing for
Glenwood Park. The capital expenditures will be funded by the
appropriate Park Improvement Zone Fund, not General Funds nor
park assessment revenues.
Assessment Rate
Under Proposition 218, the City can only assess property owners
for a portion of the maintenance and improvement of parks that
generates a "special" benefit. The portion determined to
generate a "general" benefit must be funded from sources other `
than Assessment District revenue. As stated previously, the
Engineer's findings indicate that 25 percent of the benefits
conferred by the maintenance and improvement of parks is
"general" in nature, and 75 percent is "special ". Historically,
the City has contributed funds to park maintenance activities,
as was done with the former Park Assessment District, in an
effort to minimize the property assessment amount. Prior to
disbanding the Park Assessment District in June 1998, property
owners were paying a SFE of $41.16. Therefore, when initially
proceeding with the establishment of the park maintenance
assessment district, the Council elected to fund a greater share
of the expenses with City funds to reduce the impact to property
owners. The Council also elected to place an annual rate
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Park Assessment Engineer's Rpt
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adjustment cap on the assessment based on the CIP increase, but
no more than 3 percent.
The initial SFE rate set in FY 1999/00 was 39.00. The CIP
adjustment for the Los Angeles Metropolitan area for the twelve
month period between December 1998 and December 1999 is 2.3
percent. This represents an increase of $0.90, which brings the
total annual SFE assessment to $39.90.
It is recommended that the Council approve the CIP adjustment of
2.3 percent. This action is reflected in the Engineer's Report
and the proposed FY 2000/01 Budget. Based on this action, the
City's contribution would be $441,409 ($442,975 General Fund and
$129,300 Park Improvement) and total assessment contributions
would be $468,000. This represents a ratio of 49 percent City
funded and 51 percent assessment funded, which is far greater
than the established 25 %/75% split.
Public Hearing
The continuation of the Parks Maintenance and Improvement
District and rate adjustment requires a public hearing to be
held prior to the annual levy of assessment for the purpose of
receiving input and to hear any protest to the proposed
assessment. Additionally, the Notice cites the assessment
amounts set forth in the Engineer's Report. The Notice will be
published and posted as required by law.
RECOMMENDATION
Adopt Resolution No. 2000- (Attachment A) approving the
preliminary Engineer's Report and assessment amount contained
within, and setting the public hearing date.
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RESOLUTION NO. 2000-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MOORPARK, CALIFORNIA, OF INTENTION TO LEVY
ASSESSMENTS FOR FISCAL YEAR 2000 -01,
PRELIMINARILY APPROVING ENGINEER'S REPORT,
AND PROVIDING FOR NOTICE OF HEARING FOR THE
PARKS AND RECREATION MAINTENANCE AND
IMPROVEMENT DISTRICT
WHEREAS, on July 15, 1999, by its Resolution No. 99- 1625,
after receiving a weighted majority of ballots in support of the
proposed assessment, this Council ordered the formation of, and
levied the first assessment within the City of Moorpark for, the
Parks and Recreation Maintenance and Improvement District (the
"Assessment District ") pursuant to the provisions of Article XIIID
of the California Constitution, and the Landscaping and Lighting
Act of 1972 (the "Act ") , Part 2 of Division 15 of the California
Streets and Highways Code (commencing with Section 22500 thereof);
and
WHEREAS, by Resolution No. 2000 -1701, the City Council
ordered the preparation of an Engineer's Report,for the Parks and
Recreation Maintenance and Improvement District (the "District ")
for fiscal year 2000 -01; and
WHEREAS, pursuant to said Resolution, the Engineer's Report
was prepared by Shilts Consultants, Inc., Engineer of Work, in
accordance with Section 25210.1 et.seq., of the California
Government Code (the "Report ") and Article XIIID of the California
Constitution; and
WHEREAS, said Engineer's Report was filed with the City Clerk
and the City Council has reviewed the Report and wishes to take
certain actions relative to said Report.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES
HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The Report for "PARKS AND RECREATION
MAINTENANCE AND IMPROVEMENT ASSESSMENT DISTRICT ", on file with the
City Clerk, has been duly considered by the Moorpark City Council
and is hereby deemed sufficient and approved. The Report shall
stand as the Engineer's Report for all subsequent proceedings
under, and pursuant to, the foregoing resolution.
SECTION 2. It is the intention of this Council to levy
and collect assessments within the Assessment District for fiscal
year 2000 -01. Within the Assessment District, the existing and
proposed improvements, and any substantial changes proposed to be
made to the existing improvements, are generally described as the
installation, maintenance and servicing of public facilities,
including but not limited to, landscaping, sprinkler systems, park
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Resolution No. 2000 -
Page 2
grounds, park facilities, landscape corridors, ground cover,
shrubs and trees, street frontages, playground equipment and
hardcourt areas, senior and community centers, drainage systems,
lighting, fencing, entry monuments, basketball courts, tennis
courts, running tracks, other recreational facilities, security
guards, graffiti removal and repainting, and labor, materials,
supplies, utilities and equipment, as applicable, for property
owned and maintained by the City of Moorpark. Installation means
the construction of recreational improvements, including, but not
limited to, land preparation, such as grading, leveling, cutting
and filling, sod, landscaping, irrigation systems, sidewalks and
drainage, lights, playground equipment, play courts, recreational
facilities and public restrooms. Maintenance means the furnishing
of services and materials for the ordinary and usual maintenance,
operation and servicing of said improvements, including repair,
removal, or replacement of all or part of any improvement;
providing for the life, growth, health and beauty of landscaping;
and cleaning, sandblasting and painting of walls and other
improvements to remove or cover graffiti. Servicing means the
furnishing of electric current or energy for the operation or
lighting of any improvements, and water for irrigation of any
landscaping or the maintenance of any other improvements.
SECTION 3. The Assessment District consists of the lots and
parcels shown on the boundary map of the Assessment District on
file with the City Clerk, and reference is hereby made to such map
for further particulars.
SECTION 4. Reference is hereby made to the Engineer's Report
for a full and detailed description of the improvements, the
boundaries of the Assessment District and the proposed assessments
upon assessable lots and parcels of land within the Assessment
District. The Engineer's Report identifies all parcels which will
have a special benefit conferred upon them and upon which an
assessment will be imposed.
SECTION 5. The assessments are proposed to increase from the
previous year's assessments by the amount of the increase in the
Los Angeles Area Consumer Price Index, equal to 2.3 %.
SECTION 6. Notice is hereby given that on June 21, 2000, at
the hour of 6:30 p.m. in the Council Chambers, located at 799
Moorpark Avenue, Moorpark, California 93021, the Council will hold
a public hearing to consider the ordering of the improvements and
the levy of the proposed assessments.
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Resolution No. 2000 -_
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SECTION 7. Prior to the conclusion of the hearing, any
interested person may file a written protest with the City Clerk,
or, having previously filed a protest, may file a written
withdrawal of that protest. A written protest shall state all
grounds of objection. A protest by a property owner shall contain
a description sufficient to identify the property owned by such
owner. Such protest or withdrawal of protest should be mailed to
Shilts Consultants, Inc., 2300 Boynton Ave., Suite 201, Fairfield,
CA 94533.
SECTION 8. The City Clerk shall cause a notice of the
hearing to be given by publishing a copy of this resolution once,
at least ten (10) days prior to the date of the hearing above
specified, in a newspaper circulated in the City of Moorpark.
SECTION 9. The City Clerk shall certify to the adoption of
this resolution and shall cause a certified resolution to be filed
in the book of original resolutions.
PASSED AND ADOPTED this 7th day of June, 2000.
Patrick Hunter, Mayor
ATTEST:
Deborah S. Traffenstedt, City Clerk
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