HomeMy WebLinkAboutAGENDA REPORT 2002 0605 CC REG ITEM 09AITEM 9eA*
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MOORPARK CITY COUNCIL�,,.j Zccz - ja-1te
AGENDA REPORT BSS:
TO: The Honorable City Council
FROM: Kenneth C. Gilbert, Director of Public Works`
DATE: May 24, 2002 (CC Meeting 6 -5 -02)
SUBJECT: Consider Final Review and Changes to the Engineer's
Report for Landscaping and Lighting Maintenance
Assessment Districts, Adoption of a Resolution
Confirming the Assessments for Fiscal Year 2002/2003,
and Adoption of a Resolution Amending the FY 01/02
Budget to Fully Fund Certain Landscaping and Lighting
Costs
SUMMARY
This presents for approval a Resolution making changes, if any, to
the Engineer's Report for the City's Landscaping and Lighting
Maintenance Assessment Districts and confirming the assessment and
levy amounts for Fiscal Year 2002/03. Also presented for approval
is a Resolution amending the FY01 /02 Budget to fully fund certain
lighting and landscaping costs.
BACKGROUND
On February 6, 2002, the City Council adopted Resolution No. 2002-
1944 directing the preparation of an Engineer's Report for the
City's Landscaping and Lighting Maintenance Assessment Districts
for FY 02/03. On May 15, 2002, the City Council adopted
Resolution No. 2002 -1972 approving that report and setting June 5,
2002, as the date of a public hearing to consider the approval of
the assessment and levy amounts provided for in said report.
DISCUSSION
A. History
In 1984, a Landscaping & Lighting Maintenance Assessment
District (AD 84 -2) was created to fund costs associated with
citywide street lighting and landscape maintenance. This was a
successor to the District enacted by the County of Ventura
prior to the incorporation of the City.
AD-02-03—approve 0 i v." 0( A
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 2
In 2001, three (3) new Landscaping & Lighting Maintenance
Assessment Districts (AD01 -1, AD01 -2 & AD01 -3) were formed at
the request of the owner / developer of the affected
properties.
B. Annual Review
As part of the annual budget process, the City Council
considers whether or not to renew the subject Assessment
Districts and levy assessments for the upcoming fiscal year. In
preparation for that consideration, it is necessary to prepare
an Engineer's Report setting forth certain relevant information
pertaining to such an action.
C. Citywide Landscaping & Lighting
Assessment District AD84 -2 provides for the levy of an
assessment upon all of the parcels in the City, to fund street
lighting energy and maintenance costs. There is also a separate
assessment to fund maintenance and improvement costs for
certain designated parkways and medians throughout the City. In
addition, a number of Zones of Benefit have been established
which provide for an additional assessment upon the lots within
those Zones, to fund the maintenance and improvement of certain
designated landscaped areas and drainage facilities located
within or adjacent to those Zones. These assessments are
proposed to be levied again for FY 2002/03.
D. Other Districts
As stated above, certain other
established to fund landscape
improvements within or adjacent
ease of identification, these
the subject Engineer's Report,
• AD01 -1 (Wilshire Builders):
• AD01 -2 (Toll Bothers):
• AD01 -3 (Cabrillo):
E. Combined Report
assessment districts have been
and drainage maintenance and /or
to certain specific areas. For
districts have been renamed in
is follows:
District 14
District 15 and
District 16.
The Engineer's Report prepared for this matter is a "combined"
report which fully addresses all of the above mentioned
Assessment Districts. Copies of that Engineer's Report were
provided to the City Council prior to the May 15th City Council
meeting. Although additional copies have not been re-
distributed, additional copies may be obtained from the Public
Works Department.
AD 02- 03_ approve
�! +t'�:
�D 2
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 3
F. Changes to the Engineer's Report
It is recommended below that the City Council approve certain
minor changes to the Engineer's Report. The recommended changes
are set forth in Exhibit 1. These changes are not of a
substantive nature and are only being recommended in order to
clarify certain language in the report.
G. Improvements to be Maintained
The improvements and maintenance funded by the Assessment
Districts is generally described as follows:
• Citywide District:
a. Street Lighting: Street lighting energy and maintenance
costs.
b. Landscape Maintenance: The maintenance of certain
designated parkways and medians.
c. Zones of Benefit:
1 Pecan Ave. [T -2851]
2 Steeple Hill Area [T -2865]
► Landscape Maintenance
► Drainage Maintenance
► Tierra Rejada Rd. Parkway Improvement
3 Buttercreek /Peppermill [T -3032]
4 Williams Ranch Rd. [T -3274]
5 Pheasant Run Area [T -3019 & T -35251
► Landscape Maintenance
► Drainage Maintenance
6 Inglewood St. [T -3306]
7 Moorpark Business Park (L. A. Ave & Gabbert Rd.)
8 Home Acres Buffer
9 Moorpark Industrial Park (Condor Dr.)
10 Mountain Meadows (PC -3)
► Landscape Maintenance
► Drainage Maintenance
11 Alyssas Ct. [T -4174]
12 Carlsberg Specific Plan Area
13 Unassigned
• Other Districts
14 Wilshire Builders [T -5201]
15 Toll Brothers [T -4928]
16 Cabrillo [T -5161]
► Landscape Maintenance
► Drainage Maintenance
H. Method of Assessment
The method used to establish the assessment amounts is set
forth in the Engineer's Report. This method (benefit spread
formula, etc.) is unchanged from prior years.
AD_02- 03_approve f1fb
Cr 11
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 4
I. FY 2002/03 Assessment Amounts
The assessment
amounts proposed
for FY 02/03, as
set forth in
the Engineer's
, are summarized as follows:
_
_Report
_
Landscape &
Landscape Maint.
Drainage Maint.
Total
Assessment
Assessment _-
i Description
As stunt ($)
- r --
Number ; Amnt ($) _
----- - - - --- --
- Number !_ Amnt ( Y
( Street i,iahtina
215.762 4
20.84
Citywide Landscaping -- 160, 398_ _ _— I 13:18_; —
Sub- Total _ 376, 160: _34 02 — —
1: Tract 2852 __ -----_9 7021 _ 75 :— 129.36 —_
2: Tract 2865 73 839 - _ 574 116.46 48 ! 145.64
3_ _Tract 3032 _3079 _ _265 — 11_62 1
4: Tract 3274 ! 6,383 129 ,_ - _ 49_48 _ —
5: Tracts 3019/3025 ___ 23840 _ 142 10756 ! 75 i 114.22
I i
6 : Tract 3306 924 ! 22 42 . 00 !_ ___ — ........ -__ - _______-
- - ------- - - -- -- - - -- - - -- ---- - - - - -- -
7: L A @ Gabbert 11 298 91.74 A. _123.151 _ _
8: Buffer-C i _ _ 7166 9 ! _ 4 9 8 — 15.4 0 - __- ------ _ ----- -----
Buffer -Home Acres -__ 7 574 201 �- — 37.68 !
9: Condor Drive ! 1,356 1 49.44 Ai 27.43 _ i
10: Mt Meadows -S P - -��--- - 2 0 529
0 , _. __-- -�---- -__ —_. --- ----- __ -- -- _ __—
1 7751 76.54 669 87.38
11: Tract 4174 3,040 ' 9 _78 !_
12: Carlsbera 235,225. 5361 408.941
4: Wilshire 1205 10 - 120.48:
--------- ----- -------- - - - - -- r-- - - - - -- --.--- - -- - - - --
5_, Toll Bros_, _ _ — _470,629 _216! * *1,452_56;
,6-:---Cabrillo - - - - -- - 10,5761 . _.. ....... 0 ! - - -- --------- - - - - -- 0- -! ---- - - - - -5
Total: 1.443,029:
A = per acre
** Plus Assessment on Golf Course Property
J. Cost of Livinq Adiustment
Pursuant to language set forth in the formation documents for
Zone 12 and District Nos. 14, 15 and 16, these annual
assessment may be increased annually, in accordance with a
specific formula, to cover cost -of- living increases. The
assessments for these Zones / Districts set forth in the
Engineer's Report, include that COLA adjustments.
K. Improvement Reserve Ceilin
This year's Engineer's Report provides for the establishment of
a Capital Reserve Account for each Zone or District. The
Report also provides that should it be projected that the
Capital Reserve Account for any Zone or District will exceed an
amount equal to three (3) times the annual operating budget for
that Zone or District, the amount of the assessment shall
remain unchanged but the amount of that assessment to be levied
upon the affected properties shall be reduced to an amount
AD_02- 03_approve
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 5
determined by the Assessment Engineer to be sufficient to fund
the program for the next year.
The projected year -end Capital Reserve Fund Balance for Zone 11
will exceed the above mentioned ceiling. Accordingly, it is
recommended below that the amount of the per lot assessment
[$337.78] to be levied upon each parcel within Zone 11, should
only be $33.78 per lot.
L. Assessment Amounts Unchanged
Except as noted above, the assessment amounts set forth in the
subject Engineer's Report are the same as the assessments
levied last year. Any action to otherwise increase these
assessments may not be taken without first seeking approval of
such an increase via a mail ballot prepared and processed in
accordance with the requirements of Proposition 218.
M. FY 2001/02 & FY 2002/03 Fund Deficits
Attached as Exhibit 2 are charts showing fund activity for all
Assessment Districts for FY 99/00 through FY 02/03. Page 3 and
4 of the Exhibit show projected fund activity for the current
fiscal year and for next fiscal year. It is anticipated that a
number of those funds will show a year -end deficit for FY
01/02, and that FY 02/03 expenditures will exceed revenues. A
summary of those projected deficits is as follows:
FY 01/02
Fund
2300: Lighting
2305: Zone 5 [US]
2307: Zone 7
2309: Zone 9
FY 02/03
Fund
2300: Lighting
2300: Landscaping
2303: Zone 3
2305: Zone 5 [US]
2306: Zone 6
2307: Zone 7
2309: Zone 9
2310: Zone 10 [US]
AD-02-03—approve
Beginning
$250,000.00
($34,238.00)
FY01 /02
Balance
Revenue
Expenses
Proj. End. Bal.
($11,076.00)
$217,132.00
$245,000.00
($38,944.00)
($13,596.00)
$23,340.00
$38,241.00
($28,497.00)
($260.00)
$11,298.00
$14,104.00
($3,066.00)
($7.00)
$1,350.00
$2,200.00
($857.00)
Total ($24,939.00)
$253,120.00
$299,545.00
($71,364.00)
FY02 /03
Revenue Expenses Projected Deficit
$215,762.00
$250,000.00
($34,238.00)
$160,398.00
$218,798.00
($58,400.00)
$3,179.00
$4,100.00
($921.00)
$23,340.00
$46,300.00
($22,960.00)
$924.00
$1,370.00
($446.00)
$11,298.00
$13,770.00
($2,472.00)
$1,350.00
$2,335.00
($985.00)
$194,880.00
$255,181.00
($60,301.00)
Total $611,131.00
$791,854.00
($180,723.00)
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 6
N. Fund Transfers
1. FY 01102: It is recommended below that the City Council
adopt a Resolution amending the FY 01/02 Budget, by
appropriating monies from the General Fund and the Gas Tax
Fund, to be transferred into certain of the Assessment
District Funds which are projected to show a FY 01/02 year-
end deficit, as generally described in Section M above. It
is recommended that the street lighting deficit be funded by
the Gas Tax Fund, and that the landscaping deficits be
funded fifty percent (50 %) by the Gas Tax Fund and fifty
percent (50 %) by the General Fund. A summary of that
recommended action is as follows:
To Be Transferred to:
Fund
2300: Street Lighting
2305: Zone 5 [US]
2307: Zone 7
2309: Zone 9
Total
From
Gas Tax Fund
$40,000
$15,000
$1,550
$500
$57,050
From
General Fund
$0
$15,000
$1,550
$500
$17,050
Total
$40,000
$30,000
$3,100
$1,000
$74,100
2. FY 02103: It is also recommended below that the City Council
direct staff to prepare a Budget amendment in June of 2003
funding the then projected Assessment District Fund
deficits, as generally described in Section M above, in a
like manner. A summary of estimated amounts required by
that future action is as follows:
To Be Transferred to:
From
From
Fund
Gas Tax Fund
General Fund
Total
2300: Street Lighting
$35,000
$0
$35,000
2300: Landscaping
$30,000
$30,000
$60,000
2303: Zone 3
$500
$500
$1,000
2305: Zone 5 [US]
$11,500
$11,500
$23,000
2306: Zone 6
$250
$250
$500
2307: Zone 7
$1,250
$1,250
$2,500
2309: Zone 9
$500
$500
$1,000
2310: Zone 10
$30,500
$30,500
$61,000
Total $109,500
$74,500
$184,000
O. Possible New District
The above Fund deficits were briefly discussed in the May 15th
staff report. At that meeting the City Council directed staff
to initiate efforts necessary to consider the establishment of
a new assessment district to address this funding shortfall. It
is anticipated that a report on this matter will be presented
to the City Council within six (6)months.
AD_02- 03 _approve C� 0-1, -n
Landscaping & Lighting Assessment Districts
Confirm Assessments
May 24, 2002
Page 7
P. Public Hearing
The "Landscaping and Lighting Act of 1972" (Streets and
Highways Code) requires a public hearing to be held prior to
the annual levy of assessments for the purpose of receiving
input and to hear any protests to the proposed assessments. Per
Resolution No. 2002 -1972, the public hearing to consider the
levy of the subject assessments for FY 2002/03 was set for June
5, 2002. A copy of that Resolution, which served as the public
hearing notice, was published and posted in accordance with the
requirements of law.
STAFF RECOMMENDATION (Roll Call Vote)
It is the recommendation of staff that the City Council open the
public hearing, receive testimony, close the public hearing, and
then take the following actions:
1. Approve the changes to the Engineer's Report set forth in
Exhibit 1.
2. Adopt Resolution No. 2002- (Exhibit 3) making certain
changes to and confirming the assessments for Fiscal Year
2002/03.
3. Direct staff that the amount of the assessment for Zone 11 to
be levied upon the affected properties shall be reduced to
$33.78 per lot.
4. Adopt Resolution No. 2002- (Exhibit 4) amending the FY
01/02 Budget by appropriating monies from the General Fund and
the Gas Tax Fund to fund projected FY 01/02 Fund deficits for
street lighting and landscape maintenance as described in this
report.
5. Direct staff to prepare a similar Resolution in June of 2003
providing for a like fund transfer to fund the then projected
FY 02/03 year -end Fund deficits for street lighting and
landscape maintenance.
Attachments:
Exhibit 1:
Exhibit 2:
Exhibit 3:
Exhibit 4:
AD_02 -03— approve
Changes to Engineer's Report
Fund Activity Charts
Resolution - Assessment Levy
Resolution - Budget Amendment
C- C 10101 7
Exhibit 1 - Page 1
Changes to Engineer's Report
A. Page 2:
2. Steeple Hill Area, Tract No. 2865: Cost for maintenance of specific landscaping areas
1 within the tract, including landscaping at Christian Barrett & Springs Road; Tierra Rejada
landscaping, and Peach Hill Road landscaping on east side between Christian Barrett and Tierra
Rejada Roads, and the entry monument sign at Christian Barrett and Spring Road. Also,
additional assessment for improvements made to the parkway landscaping on the north side of
Tierra Rejada Road east and west of Southampton Road. This additional assessment will continue
until the cost of these improvements is repaid to the landscaping fund from which the
improvements were funded Tn�f,,addit ion-fit
he cost' ofn�ainmrng ceralntirauigedeteration ar>d
deb,�sIasmsis assessed toycetam loth within thiszone The obligation upon the lots within this
tract is pursuant to a condition of development.
5. Pheasant Run Area, Tract No. 3019 & 3525: Maintenance costs associated with
landscaping the Tierra Rejada Road slope and parkway areas and parkway on the west side of
Peach Hill Road between Williams Ranch and Tierra Rejada Roads within tract Nos. 3019 and
3525. The Gest Tli "e. "se costs: aie spread to the 217 lots within the tracts. Iri addaton 'fiiTe
8. Home Acres Buffer Area: Maintenance costs associated with the buffer area at the west end of
the West Ranch area, is to be split 50 -50 between residential properties within the West Ranch
area and the area outside the City known as Home Acres. That portion of this Zone of Benefit
with the City consists of the residential area within TractW 4340, 4341, 4792 and a portion of
tract 4342. This area is bounded on the north by the Arroyo Simi, on the east by Tierra by Tierra
Rejada Road and the commercial property at the corner of Tierra Rejada Road and Mountain
Trail Street, on the south by tracts 4367, 4342 -5 and the City boundary and on the west by the
City boundary.
B. Page 3:
10. Mountain Meadows, PC -3: Maintenance costs associated with landscaping
within this area will be borne by all properties within the Mountain Meadows Planned
Community (PC -3). The landscaping to be maintained consists of the Peach Hill Water Linear
Park, the slope along the north side of Peach Hill Wash and the downstream flood control facility
located just east of Mountain Trail Street and certain parkways on Tierra Rejada Road. In
15. Toll Brothers, Tract 4928: Maintenance costs associated with approximately 10,200 lineal feet
including parkway, median and slope landscaping and related improvements along and adjacent
to the street right -of -way on Championship Drive ; certain slope landscaping along the
east side of Grimes Canyon Road; the Equestrian Trail running along the south side of
Championship«Diive and the east side of Grimes Canyon Road; and the Equestrian
Staging Area located on the east side of Grimes Canyon Road.
G;
Landscape I Lighting
Assessment Districts
Fund Activity: FY99100
Fund Description
2300 Lighting
Landscaping
2301 Zone 1
2302 Zone 2: LIS
Zone 2: Drains
Zone 2: Improvements
Prior Year Encumberance
2303 Zone 3
2304 Zone 4
2305 Zone 5: LIS
Zone 5: Drains
2306 Zone 6
2307 Zone 7
2308 Zone 8
2309 Zone 9
2310 Zone 10: LIS
Zone 10: Drains
2311 Zone 11
2312 Zone 12
2313 Zone 13
Sub -Total AD 84 -2
2314 A001.1 Wilshire Builders
2315 AD01.2 Toll Bras
2316 AD01.3 Cabrillo
Total IBI
Beginning
Rev.
Exp.
Balance
Code
Assmnt
11,659
3100
208,131
100,320
3102
148,761
356,892
111,979
2,035
3102
9,653
28,466
3102
65,902
1,514
3103
1,400
22,232
3101
6,220
73,522
52,212
5,000
373,928
(3,513)
57,212
Page 1 of 4
[File: adfunds 02 031
51612002
648
Total
Exp.
57
Total Available
Less
Ending
Misc Interest
Revenue
Code
Expenses
Less Expenses
Reserve
Balance
7,001 5,852
220,984
0
8901 225,324
7,319 (7,319)
4,183
152,944
7901
133,232
120,032
(120,032)
0
7,001 10,035
373,928
(3,513)
358,556
127,351
(127,351)
0
249
9,902
7901
4,877
7,060
(7,060)
0
3,699
69,601
7901
45,750
52,317
(52,317)
0
1,884
1,400
8902
185
2,729
(2,729)
0
7901
6,220
8019
0
28,452
28,452
83,498
(55,046)
28,452
0 3,699 77,221
45,935
5,000
5,000
88,498
(55,046)
33,452
45,935
648
3102
3,063
57
3,120
7901
2,464
1,304
(1,304)
0
(3,583)
3102
6,350
0
6,350
7901
4,470
(1,703)
110,534
(1,703)
4,930
3102
23,219
262
23,481
7901
24,898
3,513
(3,513)
0
647
3103
497
23,716
0
0 262
497
8902
160
25,058
984
(984)
0
5,577
23,978
4,497 (4,497)
0
886
3102
919
933
3102
11,142
1,772
3102
15,073
1,634
3102
1,343
103,615
3102
195,812
6,919
3103
7,214
203,026 0
110,534
550
3102
3,024
0
3102
0
6,329
3102
707,723 7,001
291,506
0 1 3102
0 3102
0 3102
291,506 1 707,723
Note A: To be adjusted in FY01102
Note B: Does not include Prior Year Encumberance [$5,0001 from Fund 2302
52
971
7901
786
92
11,234
7901
9,831
210
15,283
7901
11,121
84
1,427
7901
1,875
6,682
202,494
7901
175,710
0
7,214
8902
2,500
6,682
209,708
(278)
178,210
99
3,123
7901
1,091
2
2
7901
280
281
281
7901
1,180
21,804
736,528
645,734
0
7901
1,884
0
7901
126
0
7901
0
7,001 21,804 1 736,528 1 647,744
1,071
(1,071)
0
2,336
(2,336)
0
5,934
(5,934)
0
1,186
(1,186)
0
130,399
(130,399)
0
11,633
(11,633)
0
142,032
(142,032)
0
2,582
(2,582)
0
(278)
(278)
5,430
5,430
382,300
(350,399)
31,901
(1,884)
(1,884)
(126)
(126)
0
0
380,290 (350,399) 1 29,891
�a
Landscape I Lighting
Assessment Districts
Fund Activity: FY00101
Page 2 of 4
[File: adfunds 02 031
51612002
Total [BI 380,289 931,904 42,955 31,182 1,006,041 861,345 524,985 (521,387) 3,598
Note A: To be adjusted in FY01102
Note B: Does not include Prior Year Encumberance 155,0001 from Fund 2302
Revenue
Beginning
Rev.
Total
Exp.
Total Available
Less
Ending
Fund
Description
Balance
Code
3100
Assmnt
208,886
Misc
1,080
Interest
Revenue
Code
Expenses
Less Expenses
Reserve
Balance
2300 Lighting
7,319
209,966
8901 228,361
(11,076)
(11,076)
Landscaping
120,032
3102
145,391
26,875
9,721
181,987
7901
175,500
126,519
(126,519)
0
127,351
354,277
27,955
9,721
391,953
403,861
115,443
(126,519)
(11,076)
2301
Zone 1
7,060
3102
9,657
597
10,254
7901
7,815
9,499
(9,499)
0
2302
Zone 2: LIS
52,317
3102
69,257
5,657
74,914
7901
54,692
72,539
(72,539)
0
Zone 2: Drains
2,729
3103
652
652
8902
A
3,381
(3,381)
0
Zone 2: Improvements
28,452
3101
3,563 A
3,563
8019
3,543
28,472
0
28,472
83,498
73,472
0
5,657
79,129
58,235
104,392
(75,920)
28,472
Prior Year Encumberance
5,000
5,000
0
5,000
88,498
109,392
(75,920)
33,472
58,235
2303
Zone 3
1,304
3102
3,064
93
3,157
7901
2,738
1,723
(1,723►
0
2304
Zone 4
(1,704)
3102
6,353
39
6,392
7901
5,375
(687)
(687)
2305
Zone 5: LIS
3,513
3102
23,237
173
23,410
7901
40,519
(13,596)
(13,596)
Zone 5: Drains
984
3103
489
489
8902
A
1,473
(1,473)
0
4,497
23,726
0
173
23,899
40,519
(12,123)
(1,473)
(13,596)
2306
Zone 6
1,071
3102
920
95
1,015
7901
884
1,202
1,202
2307
Zone 7
2,336
3102
11,147
118
11,265
7901
13,861
(260)
(260)
2308
Zone 8
5,934
3102
15,080
445
15,525
7901
13,349
8,110
(8,110)
0
2309
Zone 9
1,186
3102
1,344
68
1,412
7901
2,605
(7)
(7)
2310
Zone 10: LIS
130,399
3102
193,857
8,789
202,646
7901
231,589
101,456
(101,456)
0
Zone 10: Drains
11,633
3103
7,098
7,098
8902
679
18,052
(18,052)
0
142,032
200,955
0
8,789
209,744
232,268
119,508
(119,508)
0
2311
Zone 11
2,582
3102
3,025
217
3,242
7901
950
4,874
(4,874)
0
2312
Zone 12
(278)
3102
228,884
4,752
233,636
7901
68,020
165,338
(165,338)
0
2313
Zone 13
5,430
3102
322
322
7901
5,752
(5,752)
0
Sub -Total AD 84.2
931,904
27,955
31,086
850,480
382,299
990,945
522,764
(518,716)
4,048
2314
A001.1 Wilshire Builders
(1,884)
3102
5,000
47
5,047
7901
3,613
(450)
(450)
2315
A001.2 Tall Bros
(126)
3102
5,000
49
5,049
7901
3,664
1,259
(1,259)
0
2316
A001 -3 Cabrillo
0
3102
5,000
0
5,000
7901
3,588
1,412
(1,412)
0
Total [BI 380,289 931,904 42,955 31,182 1,006,041 861,345 524,985 (521,387) 3,598
Note A: To be adjusted in FY01102
Note B: Does not include Prior Year Encumberance 155,0001 from Fund 2302
4�
Landscape I Lighting
Assessment Districts
Fund Activity: FYO1102
Page 3 of 4
[File: adfunds_02 031
51612002
2314 A001.1 Wilshire Builders
(450)
3102 1,180
1,180
7901 426
Revenue
304
2315 AD01.2 Tall Bros
1,259
3102 461,354 12,000
473,354
7901 0
474,613
474,613
2316 A001.3 Cabrillo: LIS
Beginning
Rev.
3,260
7901 0
4,672
Total
Exp.
Total Available
Less
Ending
Fund
Description
Balance
Code
3100
Assmnt
217,132
Misc
Interest
Revenue
Code
Expenses
Less Expenses
Reserve
Balance
2300 Lighting
(11,076)
217,132
8901 245,000
(38,944)
(38,944)
Landscaping
126,519
3102
159,803
5,500
165,303
7901
207,232
84,590
84,590
115,443
382,435
45,646
0
45,646
376,935 0 5,500
452,232
2301
Zone 1
9,499
3102
9,702
500
10,202
7901
4,074
15,627
15,627
2302
Zone 2: LIS
72,539
3102
66,957 A
(3,189)
4,200
67,968
7901
59,851
80,656
80,656
Zone 2: Drains
3,381
3103
652
652
8902
1,192
2,841
2,841
Prior Year Encumberance
5,000
(5,000)
(5,000)
8019
0
0
0
Zone 2: Improvements
28,472
3101
6,230
5,000
11,230
8019
53,649
(13,947)
(13,947)
109,392
74,850
69,550
0
69,550
73,839 (3,189) 4,200
114,692
2303
Zone 3
1,723
3102
3,079
100
3,179
7901
2,876
2,026
2,026
2304
Zone 4
(687)
3102
6,383
100
6,483
7901
5,548
248
248
2305
Zone 5: LIS
(13,596)
3102
23,340
23,340
7901
38,241
(28,497)
(28,497)
Zone 5: Drains
1,473
3103
500
500
8902
4
1,969
1,969
(12,123)
23,840
(26,528)
0
(26,528)
23,840 0 0
38,245
2306
Zone
1,202
3102
823
823
7901
1,039
986
986
2307
Zone 7
(260)
3102
11,298
11,298
7901
14,104
(3,066)
(3,066)
2308
Zone 8
8,110
3102
15,243
300
15,543
7901
14,843
8,810
8,810
2309
Zone 9
(7)
3102
1,350
1,350
7901
2,200
(857)
(857)
2310
Zone 10: LIS
101,456
3102
194,280
4,300
198,580
7901
188,792
111,244
111,244
Zone 10: Drains
18,052
3103
7,252
7,252
8902
1,300
24,004
24,004
119,508
205,832
135,248
0
135,248
201,532 0 4,300
190,092
2311
Zone 11
4,874
3102
3,040
200
3,240
7901
1,106
7,008
7,008
2312
Zone 12
165,338
3102
238,448
13,200
251,648
7901
99,812
317,174
317,174
2313
Zone 13
5,752
3102
0
100
100
7901
5,852
5,852
527,764
990,823
577,724
0
577,724
Sub -Total AD 84.2
965,512 (3,189) 28,500
940,863
2314 A001.1 Wilshire Builders
(450)
3102 1,180
1,180
7901 426
304
304
2315 AD01.2 Tall Bros
1,259
3102 461,354 12,000
473,354
7901 0
474,613
474,613
2316 A001.3 Cabrillo: LIS
1,412
3102 2,860 400
3,260
7901 0
4,672
4,672
ADO 1 -3 Cabrillo: Drains
3103 7,500
7,500
8902 0
7,500
7,500
1,412
10,760
12,172 0
12,172
10,360 0 400
0
Total I 529,985 I 1,438,406 (3,189) 40,900 I 1,476,117 I 941,289 I 1,064,813 0 I 1,064,813
Note A: Correction to FYO(
`; pI
c.
Exhibit 2
Landscape I Lighting
Page 4 of 4
Assessment Districts
IFile:
adfunds_02 031
Fund Activity: FY02103
51612002
Revenue
Beginning
Rev.
Total
Exp.
Total Available
Less
Ending
Fund
Description
Balance
Code
3100
Assmnt
215,762
Misc
Interest
Revenue
Code
Expenses
Less Expenses
Reserve
Balance
2300 Lighting
(38,944)
215,762
8901 250,000
(73,182)
(73,182)
Landscaping
84,590
3102
160,398
160,398
7901
218,798
26,190
(26,190)
0
45,646
376,160
0
0
376,160
468,798
(46,992)
(26,190)
(73,182)
2301
Zone 1
15,627
3102
9,702
500
10,202
7901
5,040
20,789
(20,789)
0
2302
Zone 2: LIS
80X56
3102
66,209
3,000
69,209
7901
63,714
86,151
(86,151)
0
Zone 2: Drains
2,841
3103
1,400
1,400
8902
258
3,983
(3,983)
0
Zone 2: Improvements
(13,947)
3101
6,230
6,230
8019
0
(7,717)
(7,717)
69,550
73,839
0
3,000
76,839
63,972
82,417
(90,134)
(7,717)
2303
Zane 3
2,026
3102
3,079
100
3,179
7901
4,100
1,105
(1,105)
0
2304
Zone
248
3102
6,383
6,383
7901
6,300
331
(331)
0
0
2305
Zone 5: LIS
(28,497)
3102
23,340
23,340
7901
46,300
(51,457)
(51,457)
Zone 5: Drains
1,969
3103
500
500
8902
272
2,197
(2,197)
0
(26,528)
23,840
0
0
23,840
46,572
(49,260)
(2,197)
(51,457)
2306
Zone 6
986
3102
924
924
7901
1,370
540
(540)
0
2307
Zone 7
(3,066)
3102
11,298
11,298
7901
13,770
(5,538)
(5,538)
2308
Zone 8
8,810
3102
15,243
100
15,343
7901
13,387
10,766
(10,766)
0
2309
Zone 9
(857)
3102
1,350
1,350
7901
2,335
(1,842)
(1,842)
2310
Zone 10: LIS
111,244
3102
194,280
600
194,880
7901
255,181
50,943
(50,943)
0
Zone 10: Drains
24,004
3103
7,252
7,252
8902
3,261
27,995
(27,995)
0
135,248
201,532
0
600
202,132
258,442
78,938
(78,938)
0
2311
Zone 11
7,008
3102
304
300
604
7901
1,120
6,492
(6,492)
0
2312
Zone 12
317,174
3102
238,448
18,000
256,448
7901
116,274
457,348
(457,348)
0
2313
Zone 13
5,852
3102
0
7901
5,852
0
0
Sub -Total AD 84.2
962,102
0
22,600
1,007,332
577,724
984,702
555,094
(694,830)
(139,736)
2314
ADO 1 -1 Wilshire Builders
304
3102
1,180
1,180
7901
1,180
304
(304)
0
2315
ADO 1.2 Toll Bros
474,613
3102
461,354
30,000
491,354
7901
412,500
553,467
(553,467)
0
2316
ADO 1.3 Cabrillo: LIS
4,672
3102
2,860
1,000
3,860
7901
1,200
7,332
(7,332)
0
ADO 1.3 Cabrillo: Drains
7,500
3103
7,500
7,500
8902
9,280
5,720
(5,720)
0
12,172
10,360
0
1,000
11,360
10,480
13,052
(13,052)
0
1,064,813
1,488,596
1,431,492
1,121,917
(1,261,653)
Total
1,434,996 0 53,600
(139,736)
Exhibit 3
RESOLUTION NO. 2002-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MOORPARK, CALIFORNIA, APPROVING ENGINEER'S
REPORT, CONFIRMING DIAGRAM AND ASSESSMENT AND
ORDERING LEVY OF ASSESSMENT FOR FISCAL YEAR
2002/03 FOR THE CITY OF MOORPARK LANDSCAPING
AND LIGHTING MAINTENANCE ASSESSMENT DISTRICTS
WHEREAS, by Resolution No. 2002 -1944, the City Council
ordered the preparation of an Engineer's Report for the
City's Landscaping and Lighting Maintenance Assessment
Districts (the "Assessment Districts ") for fiscal year 2002-
03; and
WHEREAS, pursuant to said Resolution, the Engineer's
Report ( "Report ") was prepared by Shilts Consultants, Inc.,
Engineer of Work, in accordance with Section 22565, et.
seq., of the Streets and Highways Code and Article XIIID of
the California Constitution; and
WHEREAS, by Resolution No. 2002 -1972 the City Council
preliminarily approved the Engineer's Report for said
District and set a date for a Public Hearing; and
WHEREAS, said report was duly made and filed with the
City Clerk and duly considered by this Council and found to
be sufficient in every particular, whereupon it was
determined that the report should stand as the Engineer's
Report for all subsequent proceedings under and pursuant to
the aforesaid resolution, and that June 5, 2002, at the hour
of 6:30 p.m. in the Council Chambers, located at 799
Moorpark Avenue, Moorpark, California 93021, was appointed
as the time and place for a hearing by this Council on the
question of the levy of the proposed assessment, notice of
which hearing was given as required by law; and
WHEREAS, at the appointed time and place the hearing
was duly and regularly held, and all persons interested and
desiring to be heard were given an opportunity to be heard,
and all matters and things pertaining to the levy were fully
heard and considered by the Council, and all oral statements
and all written protests or communications were duly heard,
considered and overruled, and this council thereby acquired
jurisdiction to order the levy and the confirmation of the
diagram and assessment prepared by and made a part of the
Engineer's Report to pay the costs and expenses thereof.
Resolution No. 2002 -
Page 2
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
MOORPARK DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The public interest, convenience and
necessity require that the levy be made.
SECTION 2. The Assessment Districts benefited by the
improvements and assessed to pay the costs and expenses
thereof, and the exterior boundaries thereof, are as shown
by a map thereof filed in the office of the City Clerk,
which map is made a part hereof by reference thereto.
SECTION 3. The Engineer's Report as a whole and each
part thereof, to wit:
(a) the Engineer's estimate of the itemized and total costs
and expenses of maintaining the improvements and of the
incidental expenses in connection therewith;
(b) the diagram showing the Assessment Districts, plans and
specifications for the improvements to be maintained
and the boundaries and dimensions of the respective
lots and parcels of land within the Assessment
Districts; and
(c) the assessment of the total amount of the cost and
expenses of the proposed maintenance of the
improvements upon the several lots and parcels of land
in the Assessment Districts in proportion to the
estimated special benefits to be received by such lots
and parcels, respectively, from the maintenance, and of
the expenses incidental thereto;
are finally approved and confirmed.
SECTION 4. Final adoption and approval of the
Engineer's Report as a whole, and of the plans and
specifications, estimate of the costs and expenses, the
diagram and the assessment, as contained in the report as
hereinabove determined and ordered, is intended to and shall
refer and apply to the report, or any portion thereof as
amended, modified, or revised or corrected by, or pursuant
to and in accordance with, any resolution or order, if any,
heretofore duly adopted or made by this Council.
SECTION S. The assessment to pay the costs and expenses
of the maintenance of the improvements for fiscal year 2002-
03 is hereby levied. For further particulars pursuant to the
provisions of the Landscaping and Lighting Act of 1972,
reference is hereby made to the Resolution Directing
Preparation of Engineer's Report.
Resolution No. 2002 -
Page 3
SECTION 6. Based on the oral and documentary evidence,
including the Engineer's Report, offered and received at the
hearing, this Council expressly finds and determines (a)
that each of the several lots and parcels of land will be
specially benefited by the maintenance of the improvements
at least in the amount if not more than the amount, of the
assessment apportioned against the lots and parcels of land,
respectively, and (b) that there is substantial evidence to
support, and the weight of the evidence preponderates in
favor of, the aforesaid finding and determination as to
special benefits.
SECTION 7. Immediately upon the adoption of this
resolution, but in no event later than the third Monday in
August following such adoption, the City Clerk shall file a
certified copy of the diagram and assessment and a certified
copy of this resolution with the Auditor of the County of
Ventura. Upon such filing, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of
land the amount of assessment thereupon as shown in the
assessment. The assessments shall be collected at the same
time and in the same manner as County taxes are collected
and all laws providing for the collection and enforcement of
County taxes shall apply to the collection and enforcement
of the assessments. After collection by the County, the net
amount of the assessments, after deduction of any
compensation due the County for collection, shall be paid to
the City of Moorpark Landscaping and Lighting Maintenance
Assessment Districts.
SECTION 8. Upon receipt of the moneys representing
assessments collected by the County, the County shall
deposit the moneys in the City Treasury to the credit of the
improvement funds previously established under the
distinctive designation of the Assessment Districts. Moneys
in the improvement funds shall be expended only for the
maintenance, servicing, construction or installation of the
improvements.
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 Stn day of June, 2002.
ATTEST: Patrick Hunter, Mayor
Deborah S. Traffenstedt, City Clerk
�;`.�ay....5
Exhibit 4
RESOLUTION NO. 2002 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MOORPARK, CALIFORNIA, REVISING THE FY 01/02
BUDGET AND APPROPRIATIONS TO PROVIDE FOR
TRANSFERS FROM THE GENERAL FUND [FUND 10001
AND THE GAS TAX FUND [FUND 26051 TO CERTAIN
ASSESSMENT DISTRICT FUNDS AS DEFINED HEREIN
WHEREAS, on June 20, 2001, the City Council adopted the
Budget for Fiscal Year 2001/02; and
WHEREAS, a staff report has been presented to the City
Council requesting a budget increase in the aggregate amount of
$74,100; and
WHEREAS, Exhibit "A ", attached hereto and made a part hereof,
describes said budget amendment and its resultant impacts to the
budget line item(s).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES
HEREBY RESOLVE AS FOLLOWS:
SECTION 1. That a Budget amendment in the aggregate increase
of $74,100, as more particularly described in Exhibit "A ", is
hereby approved.
SECTION 2. 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 5th day of June, 2002.
Patrick Hunter, Mayor
ATTEST:
Deborah S. Traffenstedt, City Clerk
Attachment:
Exhibit 'A': Appropriation and Budget Detail
'(�.
Resolution No. 2002 -
Exhibit "A"
A. Fund Allocation
Fund No.
Fund Name
Amount
1000
General Fund
17,050
2605
Gas Tax Fund
57,050
$0
Total
74,100
B. Budget Appropriation:
BUDGET NUMBER
BUDGETED
REVISION
NEW BUDGET
From:
1000.7900.0000.9820
$0
17,050
17,050
2605.8310.0000.9820
$0
57,050
57,050
Sub -Total
74,100
74,100
To.
2300.3720
$0
40,000
40,000
12305.3720
$0
30,000
30,000
2307.3720
$0
3,100
3,100
2309.3720
$0
1,000
1,000
Sub -Total
74,100
74,100
Approved as to form:
ITEM Pr . .
INTEROFFICE MEMORANDUM
ASSISTANT CITY MANAGER'S OFFICE
TO: Honorable City Council
FROM: Kim C. Chudoba, Senior Management Analyst k t.•
SUBJECT: David Mullinax, Regional Representative, League of California Cities
DATE: May 31, 2002
CC: Steven Kueny, City Manager
Hugh R. Riley, Assistant City Manager
David Mullinax, Regional Representative, League of California Cities, will make a presentation on
"Grassroots Network and LOCAL (Leave Our Community Assets Local) Coalition Activities" at the
June 5, 2002 City Council Meeting.
Last fall, the League launched a grassroots network to promote significant city issues, such as fiscal
reform and local control. Fourteen regional representatives were hired to help the League's 16
divisions and 477 cities advance priority legislation. The goal is to heighten awareness of city issues,
making state lawmakers more accountable back home.
Regional representatives arrange meetings with legislators, plan news conferences, organize letter
writing and media campaigns, coordinate activities with community groups, and provide periodic
legislative updates.
To further these efforts, Mr. Mullinax would like to meet with each of you individually for about 15
minutes on June 5, 2002. Please let me know if you are available, and what time you prefer, by June 3,
2002. I will confirm the arrangements via e-mail.
If you have questions, please call me at 517 -6247.
Better Cities —A Better tiff
Leaque of California pities
L.O.C.A.L. Coalition Formed to Protect Local Revenues
In State Budget Fight
The League of California Cities is continuing its alliance with the California State
Association of Counties (CSAC) and the California Special Districts Association
(CSDA) in the fight to protect local revenues. After deciding to postpone a ballot
measure for this election cycle, all three levels of local government have united to
stage a multi- faceted effort to protect local government services.
Under the acronym LOCAL (Leave Our Community Assets Local) the League
and its counterparts will be actively engage in seeking the support of legislators,
third party coalition members and citizens at large in what is sizing up to be a
protracted budget fight in Sacramento.
This unprecedented alliance has come together under some key principles,
including; the fundamental notion that essential local services should not be
sacrificed to solve state budget problems, local taxes paid by Californians should
stay in the community to fund local services and that local governments are
already doing their part to help solve the budget challenges. To this end, the
LOCAL Coalition will also identify areas where state government can help close
the budget shortfall without harming local governments.
In a very real sense, the League has entered a "campaign style" approach to this
budget fight. From the establishment of a statewide steering committee and
regional advisory boards throughout the state to the nuts and bolts of letter
writing and press conferences the LOCAL effort will engage all of the
constituencies of local government in a comprehensive and coordinated effort.
While our regional representatives have already begun outreach efforts to
various constituencies likely to be affected by any budget cuts - member efforts
will be paramount to our success. Although it is true that the League's Grassroots
Network provides us with an added advantage over many other interests in
Sacramento, our effectiveness will be measured only in so far as city leaders are
willing to get involved and take a stand.
LOCAL Legislative Action Days (May 15th and 16th) in Sacramento are a great
way to continue the momentum local government has begun to build. Members
from special districts, counties and cities throughout California will meet over a
two -day period to demonstrate commitment and resolve to the legislature that
quality of life is directly proportional to the quality of local government services
we provide.
Headquarters
Southern California Office
140-0 K Street
602 Last liuntingion Dr., Sui c C
Sacramento, CA 9:814
Monro\ia, CA 9 10 16
9i6.6 )8.8200
626305.1315
:AX 916.658.S.'_40
PAX 626.305..1 45
M E _143-1
LEAVE OUR COMMUNITY ASSETS LOCAL
T Dedicated to Protecting Funding for Police, Fire, Health
and other Essential LOCAL Services
STATEMENT OF PRINCIPLES
Leave our Community Assets Local (LOCAL Coalition) has united around the growing imperative to
protect our local services by protecting local government revenues. The LOCAL Coalition will be actively
involved in this year's budget process to ensure that funding for essential local services is not
compromised. Following are some key principles that will guide the coalition:
1. Essential Local Services Should Not Be Sacrificed to Solve State
Budget Problems.
Police and fire protection. Emergency medical services. Hospital trauma care. Public health services.
Road repair and maintenance. Clean drinking water. Parks. Libraries. Senior Services. These are just
a few of the important local services that are provided by local governments in California. But now,
these services could be in jeopardy as state lawmakers seek to balance the state budget. Sacrifices
will be necessary to help close the budget gap, but our local services have been sacrificed enough.
State lawmakers should avoid taking revenues away from the local services we all rely on.
2. Local Taxes and Fees Paid by Local Residents Should Stay in the
Community to Fund Local Services.
Already, a large portion of taxes paid by local residents is used to fund state - controlled programs. Only
a small portion of these revenues is left under local control to fund essential services such as fire,
police and health services. These limited, locally controlled revenues should not be diverted to fix the
state's budget crisis.
3. Local Governments and Local Revenues are Already Part of the
State Budget Solution.
Since 1992, the last time the State incurred a major budget deficit, tens of billions of dollars have been
diverted from local governments to the state — now totaling nearly $5 Billion annually. Since that time,
the funding for essential local services, including police, fire, hospital and public health services, has
been stretched thin while demand for these services has increased. Our local services cannot
withstand further cuts.
4. State Government Should Balance the Budget Without Taking More
Money Away from Local Communities.
The Coalition is opposing measures that would take any more of our local funds away from police, fire,
emergency medical and other important local services. The coalition believes the state should
balance the budget...
Without cutting essential local services by taking local revenues or shifting revenues from
one local government to the other.
Without mandating additional programs or services on local governments without
reimbursing them for the costs.
Without imposing more of the financial responsibility on cities, counties or special districts
for the cost of programs jointly funded by the state and local governments. Cuts in certain joint
programs may be necessary. But the state should avoid any "cost- shifting" that increases the
local revenues required.