HomeMy WebLinkAboutAGENDA REPORT 2002 0619 CC REG ITEM 09BMOORPARK CITY COUNCIL
AGENDA REPORT
TO: The Honorable City Council
ITEM q._ g`_,,,
C77%, fir 1114 0!P^ " p v. 07 ^?
r
of L... ! -- UGC
FROM: Mary K. Lindley, Director of Community Services�ll
DATE: June 12, 2002 (CC Meeting of June 19, 2002)
SUBJECT: Adopt Resolution No. 2002 -_, Approving the Final
Assessment Engineer's Report for the Park and
Recreation Maintenance and Improvement Assessment
District and Confirming the Levy for Fiscal Year
2002/03
SUMMARY
The Council is being asked to open the Public Hearing on the
continuation of the Parks and Recreation Maintenance and
Improvement Assessment District for FY 2002/03, receive
testimony, close the Public Hearing, approve the final
Engineer's Report, and adopt a resolution confirming the
assessment.
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
"general" benefit must be funded from non - assessment revenues
(typically General Fund and Park Improvement Fund).
\\mor _pri_serv\ home _folders\MLindley\Assessment Dist\final engineer report 2002 03 ccagd.doc
Park Assessment Engineer's Rpt
Page 2
The Park Maintenance and Improvement Assessment District
includes all existing 15 City parks. The amount of the
assessment levied to property may only increase by the Cost of
Living factor (CPI) for the Los Angeles Metropolitan area, and
not more than 3 percent in any year.
On February 6, 2002, the City Council adopted Resolution No.
2002 -1942 indicating its intent to continue the assessment for
FY 2002/03 and directing the preparation of the Engineer's
Report. On that date, the City selected Shilts Consultants to
prepare the report. On June 5, 2002, the City Council approved
the preliminary Engineer's Report for the Park and Recreation
Maintenance and Improvement District for FY 2002/03 and set a
Public Hearing for June 19.
DISCUSSION
The City Council is being presented with the final 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 City's contribution (comprised of General Fund and Park
Improvement Fund (PIF) for the maintenance and improvement of
parks. The boundaries for the Parks and Recreation Maintenance
and Improvement District contain all properties within the
City's incorporated limits.
The Assessment District includes all existing 15 City parks. 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 park maintenance budget. Under Proposition 218, the
City can only assess property owners for the 75 percent portion
of the budget related to "special" benefits. Although 75
percent is identified as providing "special" benefit, and
consistent with previous years, it is proposed that property
owners be assessed for only approximately 16 percent of the
total park maintenance budget. The City's FY 02/03 contribution
\\ mor _pri_sery \home_folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
Park Assessment Engineer's Rpt
Page 3
of 84 percent is significantly higher than previous years
because of a number of park improvements proposed in the 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 .25 of its equivalent SFE (for residential,
industrial, commercial, etc.). Once a development application
and the engineering plans have been submitted for vacant
property, it will be assessed at its SFE at a rate of .35 of the
developed rate, and vacant property for which development has
been approved will have a SFE equivalent of .65 of the developed
rate for that property type until fully developed.
Park Maintenance and Improvement Budget
The Engineer's Report addresses the estimated revenue to be
generated by the assessment (approximately $521,664) if the
assessment rate is approved as recommended. This is
approximately $21,000 more than was anticipated in FY 2001/02.
The report also identifies the non - assessment contribution,
which is noted in the Report as City Contribution (General Fund
and Park Improvement Fund). Consistent with Proposition 218, the
City covers all costs associated with park maintenance activity
expenditures that generate "general" benefits (these activities
comprise approximately 25 percent of the budget). Additionally,
\ \mor_pri_sery \home folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
V 4 4
Park Assessment Engineer's Rpt
Page 4
the City traditionally covers a significant portion of the cost
associated with expenditures that generate "special" benefits.
The remaining costs associated with "special" benefits
(approximately 16 percent) are covered by the revenue collected
from the assessed levy.
The proposed FY 2002/03 Park Assessment District budget figure
of $3,248,328 includes $1,055,027 for operations and $2,206,001
for capital improvements. Of the operational expenditures, it
is estimated that $521,664 will be funded from collected park
assessments. It is proposed that the remaining, approximately
$533,363 in operational expenditures, be funded by City funds,
including $26,000 from the equipment replacement fund. Of the
$2,206,001 in proposed capital improvement projects, $2,193,301
will be funded from the Park Improvement Fund and $12,700 will
be funded by the General Fund.
FY 2002/03 Park Asst.
District Budget Summary
Proposed
Expenditures
Proposed
Funding
Operations
$1,055,027
Capital Park Projects
$2,206,001
Total Expenditure Budget
$3,261,028
Assessment Levy
$521,664
Park Improvement Fund
$2,193,301
Equipment Replacement
Fund
$ 26,000
General Fund
$520,063
Total Revenues
$3,261,028
As stated above, there are capital improvement projects in the
proposed FY 2002/03 budget. Those projects are identified in
Attachment A to this Report along with their proposed funding
source.
\ \mor_pri_sery \home folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
'i A a.�
Park Assessment Engineer's Rpt
Page 5
Assessment Rate
The CPI for FY 00/01 was 3.7 percent. Since the approved
assessment has a CPI cap of 3 percent, the SFE was adjusted by
only 3 percent to $41.08. However, the approved assessment
language allows the City to carry over any difference in a CPI
that exceeds 3 percent to the following year, as long as it
adheres to the cap in subsequent years. The CPI increase for FY
01/02 is 2.1 percent (January 2002 above January 2001).
Including the .7 percent difference from FY 00/01, the total
adjustment is 2.8 percent and the proposed SFE rate for the
02/03 budget year is $42.24.
This proposed SFE rate adjustment is reflected in the Engineer's
Report, along with the proposed FY 2002/03 Budget. Based on this
action, the City's total non - assessment contribution would be
$2,739,364 ($2,193,301 Park Improvement Fund, $26,000 Equipment
Replacement Fund, and $576,454 General Fund) and total
assessment contributions would be $521,664. This represents a
ratio of 84 percent City funded and 16 percent assessment levy
funded, which is far greater than the established 25%/75% split.
Without capital projects, the split would be 51 percent City
funded and 49 percent assessment levy funded - again, still
significantly above the established ratio.
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. Notice of the City Council's Public Hearing on this
item was appropriately published and posted as required by law.
STAFF RECOMMENDATION
It is recommended that the Council:
1. Open the Public Hearing, receive testimony, and close
the public hearing;
2. Approve the Engineer's Report; and
\ \Mor pri sery \home folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
Park Assessment Engineer's Rpt
Page 6
3. Adopt Resolution No. 2002- (Attachment B)
confirming the assessment for the Parks and Recreation
Maintenance and Improvement District for Fiscal Year
2002/03.
\ \mor_pri_serv\ home _folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
Park Assessment Engineer's Rpt
Page 7
ATTACHMENT A
FY 2002/03 CAPITAL PARK PROJECTS
FY 2002/03 Capital Park Projects
Cost -
Cost
P.I. Fund
G.F
AVCP
$20,000
Tennis Court Pavilion
----------------------------------------------------------------------------------------------- - - - - --
Community Aquatic Facility
----------------------------- - - - - --
$175,000
---------------------------
(Design)
----------------------------------------------------------------------------------------------- - - - - --
Monument Sign for Memorial
----------------------------- - - - - --
$2,000
---------------------------
Apricot Grove
----------------------------------------------------------------------------------------------- - - - - --
Replace Tennis Court Timers
----------------------------- - - - - --
---------------------------
$7,000
----------------------------------------------------------------------------------------------- - - - - --
Restroom/ Concession Facility
----------------------------- - - - - --
$260,000
---------------------------
Cont.
-----------------------------------------------------------------------------------------------------
AVCP Phase II
----------------------------- - - - - --
$1,490,000
---------------------------
Campus Park
State Contract Fees
$301
Community Center Park
Playground Equipment
$57,000
Peach Hill Park
Stand Alone Play Equip.
$3,700
Miller Park
Replace Tennis Court Timers
$2,000
Mountain Meadows Park
$98,000
Playground Equip.
Poindexter Park
Picnic Furniture
$4,000
Glenwood Park
Play Equipment & ADA Surfacing
$11,000
Villa Campesina Park
Play Equipment
-----------------------------------------------------------------------------------------------------
$50,000
----------------------------- - - - - --
--------------------- - - - - --
Half -Court Basketball
$20,000
----- ---------------------------------------------------------------------------------------------------------------------------------------------------------------
Monument Sign
$6,000
Sub Total -
$2,193,301
12,700
Park Improvement Fund
\ \mor_pri_serv\ home _folders \MLindley \Assessment Dist \final engineer report
2002 03 ccagd.doc
C �t 4R T 17 3
ATTACHMENT B
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 PARKS MAINTENANCE AND
IMPROVEMENT DISTRICT OF THE CITY OF MOORPARK
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 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. 2002 -1942, 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 2002 -03; and
WHEREAS, pursuant to said Resolution, the Engineer's Report
was prepared by Shilts Consultants, Inc., Engineer of Work, in
accordance with Section 22565, et. seq., of the Streets and
Highways Code (the "Report ") and Article XIIID of the California
Constitution; and
WHEREAS, by Resolution No. 2002 -1978, 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 19, 2002, at the hour of 6:30 p.m. and
the Council Chambers, located at 799 Moorpark Avenue, Moorpark,
California 93021, were appointed as the time and place for a
\\mor _pri_serv\ home _folders\MLindley\Assessment Dist \final resolution 02 03.doc
y.: �_. am
Resolution No. 2002 -
Page 2
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.
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 District 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 district, 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 District; and
(c) the assessment of the total amount of the cost and
\ \mor_pri_serv\ home _folders \MLindley \Assessment Dist \final
resolution 02 03.doc
Resolution No. 2002 -
Page 3
expenses of the proposed maintenance of the improvements
upon the several lots and parcels of land in the Assessment
District 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 5.
of the maintenance
hereby levied. For
of the Landscaping
made to the Res(
Report.
The assessment to pay the costs and expenses
of the improvements for fiscal year 2002 -03 is
further particulars pursuant to the provisions
and Lighting Act of 1972, reference is hereby
Dlution Directing Preparation of Engineer's
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
\ \mor_pri_serv\ home _folders \MLindley \Assessment Dist \final
resolution 02 03.doc
Resolution No. 2002 -
Page 4
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 Parks and Recreation Maintenance and Improvement
District.
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 fund
previously established under the distinctive designation of the
Assessment District. Moneys in the improvement fund 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 19th day of June 2002.
Patrick Hunter, Mayor
ATTEST:
Deborah S. Traffenstedt, City Clerk
\ \mor_pri_serv\ home _folders \MLindley \Assessment Dist \final
resolution 02 03.doc