HomeMy WebLinkAboutAGENDA REPORT 2003 0507 CC REG ITEM 10EAC Arlo.
MOORPARK CITY COUNCIL
AGENDA REPORT
TO: The Honorable City Council
FROM: Kenneth C. Gilbert, Director of Public Works �l
DATE: April 25, 2002 (CC Meeting 5 -7 -03)
SUBJECT: Resolution Approving the Engineer's Report for the
Landscaping and Lighting Maintenance Assessment
Districts for Fiscal Year 2003/2004
EXECUTIVE SUMMARY
This presents for approval a Resolution approving the Engineer's
Report [Exhibit 1] for the City's Landscaping and Lighting
Maintenance Assessment Districts and setting the date for a public
hearing to consider the levy of the assessments for said Districts
for FY 2003/04.
DISCUSSION
A. Background
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. 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. Citywide Lighting & Landscaping
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 landscaped parkways and medians.
C. Zones & Sub - Districts
In addition, a number of Zones and Sub - Districts have been
established to levy additional assessments upon the lots within
those areas, to fund the maintenance and improvement of certain
designated improvements within or adjacent to those areas.
AD84_03- 04_report 0 0 0 117
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 2
D. 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. On February 19, 2003, the City
Council adopted Resolution No. 2003 -2051 directing the
preparation of that Engineer's Report.
E. 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:
1 Pecan Avenue [T -2851]
2 Steeple Hill Area [T -2865] * **
3 Buttercreek /Peppermill [T -3032]
4 Williams Ranch Rd [T -3274]
5 Pheasant Run Area [T -3019 & T -3525] * **
6 Inglewood St. [T -3306]
7 Moorpark Business Park (L. A. Ave & Gabbert)
8 Home Acres Buffer
9 Moorpark Industrial Park (Condor Drive)
10 Mountain Meadows (PC -3) * **
11 Alyssas Ct. [T -4174]
12 Carlsberg Specific Plan Area
13 Unassigned
d. Sub- Districts:
14 Wilshire Builders [T -5201] (formerly AD01 -1)
15 Toll Brothers [T -4928] (formerly AD01 -3)
16 Cabrillo [T -5161] (formerly AD01 -3) * **
* ** Landscape and Drainage Maintenance
F. 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.
AD84_03- 04_report 000-118
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 3
G. FY 2003/04 Assessment Amounts
The assessment amounts proposed for FY03 /04, as set forth in
the Engineer's Report, are summarized as follows:
AD84_03- 04_report 0 0 0.19
Total
Per Lot Assessment
Assessment
Landscape Maintenance
US & Drainage Maint.
Description
Amount ($)
Number
Amount ($)
Number Amount ($)
Citywide
Streeet Lighting
221,956.00
20.84
Landscaping
164,632.00
17.24
Sub -Total
386,588.00
38.08
1. Tract 2851
9,702.00
75
129.36
2. Tract 2865 Landscaping
72,439.00
574
116.46
Drainage
1,400.00
48 145.63
73,839.00
3. Tract 3032
3,079.00
265
11.62
4. Tract 3274
6,383.00
129
49.48
5. T 3019/3525 Landscaping
23,340.00
142
107.56
Drainage
500.00
75 114.22
23,840.00
6. Tract 3306
924.00
22
42.00
7. NE L. A. Ave / Gabbert Rd
11,298.00
91.74 ac
123.15 ac
8. Buffer: City
7,669.00
498
15.40
Buffer: Home Acres
7,574.00
201
37.68
9. Condor Drive
1,356.00
49.44 ac
27.43 ac
10. PC -3: US - Comm. Prop.
7,216.06
11.23 ac
642.57 ac
US - Residential
187,063.98
1,775
76.54
Drainage
7,251.96
669 87.38
201,532.00
11. Tract 4174
3,040.00
9
337.78
12. Carlsberg - Residential
227,301.94
536
424.07
Com. / Ind.
11,318.84
73.72 ac
153.54
Institutional
5,307.87
3.84 ac
1,382.26
243,928.65
13. Unassigned
14. Tract 5201 (Wilshire)
1,249.00
10
124.90
15. Tract 4928 (Toll): Res.
322,107.06
216
1,491.24
Golf Course [33 %]
165,933.94
165,933.94
488,041.00
16. T 5161 Landscaping
13,971.00
Drainage
7,500.00
21,470.00
59 363.90
Total
1,491,512.65
AD84_03- 04_report 0 0 0.19
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 4
H. District 16 Petition Waiver
In October of 2002, the City Council accepted and approved a
Petition and Waiver from the owner(s) of the properties within
District 16 [Cabrillo Economic Development Corporation] to
increase the scope of the improvements and the assessment
amounts for District 16. The approved changes to the assessment
amounts are summarized as follows:
I. Cost of Living Adjustment
Pursuant to language set forth in the formation documents for
Zone 12 and Districts 14, 15 and 16, the annual assessments for
these Zones /Districts may be increased annually to cover cost -
of- living increases. The assessment amounts set forth in
Section G, include these COLA Adjustments.
The adjusted assessment amounts for the above mentioned
Zones /Districts as set forth in the Engineer's Report and the
attached Resolution, are summarized as follows:
Zone /District
12 - Residential
12 - Commercial
12 - Institutional
14
15
16
FY 02/03
Prior Annual
FY 03/04
Revised Annual
Per Unit [Ac.]
Assessment
Change
Assessment
Description
Amount
[Incl. COLA]
Amount
Landscaping
$2,919.63
$10,611.71
$13,531.34
Drainage
$7,656.38
$283.29
$7,939.66
Total
$10,576.01
$10,894.99
$21,471.00
Number of Lots
59
$1,382.26
59
Per Lot Assessment
$179.25
$363.92
I. Cost of Living Adjustment
Pursuant to language set forth in the formation documents for
Zone 12 and Districts 14, 15 and 16, the annual assessments for
these Zones /Districts may be increased annually to cover cost -
of- living increases. The assessment amounts set forth in
Section G, include these COLA Adjustments.
The adjusted assessment amounts for the above mentioned
Zones /Districts as set forth in the Engineer's Report and the
attached Resolution, are summarized as follows:
Zone /District
12 - Residential
12 - Commercial
12 - Institutional
14
15
16
FY 02/03
C.O.L.A.
FY 03/04
Per Unit [Ac.]
Adjustment
Per Unit [Ac.]
Total
Assessment
Amount
Assessment
FY 03/04
Amount
[3.7 %]
Amount
Assessment
$408.94
$15.13
$424.07
$227,301.94
$148.06
$5.48
$153.54
$11,318.84
$1,332.94
$49.32
$1,382.26
$5,307.87
$243,928.65
$120.48
$4.46
$124.94
$1,249.38
$1,452.56
$53.74
$1,506.30
$488,042.73
« « « « « « «< See Section H » » » » » » » » » » »>
J. Improvement Reserve Ceiling
The Engineer's Report provides for a Capital Reserve Account
for each District. Consistent with past City Council action,
the Engineer's Report stipulates that Capital Reserve Account
for any Zone /District should not exceed an amount equal to
AD84_03- 04_report 000:120
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 5
three (3) times the annual operating budget for that
Zone /District. Should the projected Year -End Fund Balance for
any Zone /District exceed that "ceiling ", the amount of the
assessment shall remain unchanged; but the amount of the
assessment to be levied upon the affected properties shall be
reduced to a lesser amount determined by the Assessment
Engineer to be consistent with these guidelines.
K. Decreased Levy Amounts
Pursuant to the above policy, the amounts to be levied upon the
parcels in certain Zones /Districts shall be less than the
assessment amount set forth in Section G above. A summary of
those adjustments is as follows:
Remarks
Ten Percent of Assessment
Ten Percent of Assessment
81 % of Assessment
Note: The above recommended levy amounts are less than the
assessment amounts set forth in Section G above.
L. Assessment Amounts Unchanged
Accepted as noted in Sections G, H, I & K 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. Fund Activity
Attached as Exhibit 2 are charts showing fund activity for all
Zones /Districts for FY01 /02 through FY03 /04. Page 4 of Exhibit
2 shows certain details with respect to the Reserve Fund
Ceilings and the Assessment vs. recommended Levy amounts for
FY03 /04.
AD84_03- 04_report
000121
Three Years
Total
Total
Zone/
Beginning
Annual
Assessment
Levy
District
Balance
Expenses
Amount
Amount
1
$22,573
$12,630
$9,702.00
$970.00
11
$6,657
$2,460
$3,040.00
$304.00
12
$451,247
$499,746
$243,928.65
$197,081.00
Remarks
Ten Percent of Assessment
Ten Percent of Assessment
81 % of Assessment
Note: The above recommended levy amounts are less than the
assessment amounts set forth in Section G above.
L. Assessment Amounts Unchanged
Accepted as noted in Sections G, H, I & K 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. Fund Activity
Attached as Exhibit 2 are charts showing fund activity for all
Zones /Districts for FY01 /02 through FY03 /04. Page 4 of Exhibit
2 shows certain details with respect to the Reserve Fund
Ceilings and the Assessment vs. recommended Levy amounts for
FY03 /04.
AD84_03- 04_report
000121
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 6
N. FY 02/03 Fund Deficits
As reflected on Page 2 of Exhibit 2, it is anticipated that the
FY 02/03 Year -End Fund Balance for certain Zones /Districts will
again show a deficit. A summary of those anticipated deficits
is as follows:
Fund
2300 - Lighting
2307 - Zone 7
2309 - Zone 9
Total
Last Fiscal
transfers to
action with
as follows:
FY 02/03
Transfer to:
Fund
2300 - Lighting
2307 - Zone 7
2309 - Zone 9
FY02 /03
Expenses
$259,824.00
$275,000.00
Beginning
$17,400.00
$2,106.00
FY02 /03
Balance
Revenue
Expenses
Enging Bal.
($24,284.00)
$241,416.00
$255,000.00
($37,868.00)
($129.00)
$11,427.00
$13,000.00
($1,702.00)
$433.00
$917.00
$2,100.00
($750.00)
($23,980.00)
$253,760.00
$270,100.00
($40,320.00)
Year the City Council approved certain fund
correct FY 01/02 Year -End Fund deficits. A like
respect to the above noted deficits is summarized
From
Gas Tax
Fund 2605
$37,868.00
$851.00
$375.00
Total $39,094.00
From
General Fund
Fund 1000
$0.00
$851.00
$375.00
$1,226.00
Total
Transfer Amt.
$37,868.00
$1,702.00
$750.00
$40,320.00
Last year the City Council approved deficit correcting fund
transfers in June, and then had to make adjustments in November
based on the actual year -end Fund Balances. In order to avoid
this duplication of effort, this year the above recommended
fund transfers will be deferred until November 2003.
O. FY 03/04 Fund Deficits
As reflected on Page 3 of Exhibit 2, it is anticipated that the
FY 03/04 Year -End Fund Balance for certain Zones /Districts will
once more show a deficit. A summary of those anticipated
deficits is as follows:
Fund
2300 - Lighting
2307 - Zone 7
2309 - Zone 9
FY02 /03
Beginning
Balance
($37,868.00)
($1,702.00)
($750.00)
Total ($40,320.00)
Revenue
Expenses
$259,824.00
$275,000.00
$13,000.00
$17,400.00
$2,106.00
$2,255.00
$274,930.00
$294,655.00
FY02 /03
Enaina Bal.
($53,044.00)
($6,102.00)
($899.00)
($60,045.00)
AD84 03 -04 report 000122
Landscaping & Lighting Assessment Districts
Engineer's Report
April 25, 2003
Page 7
Based on the above estimates, a deficit correcting
transfer in November 2004 would be as follows:
FY 03104
From
From
Transfer to:
Gas Tax
General Fund
Total
Fund
Fund 2605
Fund 1000
Transfer Amt.
2300 - Lighting
$53,044.00
$0.00
$53,044.00
2307 - Zone 7
$3,051.00
$3,051.00
$6,102.00
2309 - Zone 9
$449.50
$449.50
$899.00
Total $56,544.50
$3,500.50
$60,045.00
P. Resolution
fund
Attached as Exhibit 3 is a Resolution approving the subject
Engineer's Report and setting June 4, 2003, as the date of a
public hearing to consider the levy of the assessments for the
Landscaping and Lighting Assessment Districts for Fiscal Year
2003/04. This resolution will also serve as the public hearing
notice for the June 4th public hearing.
STAFF RECOMMENDATIONS
Adopt Resolution No. 2003- approving the Engineer's Report
and setting June 4, 2003, as the date of a public hearing to
consider the levy of assessments for FY 2003/04.
Attachments:
Exhibit l: Engineer's Report
Exhibit 2: Fund Activity
Exhibit 3: Resolution
AD84 03 -04 report 0 00123
Exhibit 1:
Engineer's Report
The Engineer's Report has been distributed by separate Memo to
the City Council and key staff. Copies of the Engineer's Report
may be obtained from the City Clerks office.
O O Z
Landscape / Lighting Page 1 of 4
Assessment Districts [File: adfunds_03_04]
Fund Activity: FY01 /02 4/21/2003
Fund
2300
Description
Lighting
Landscaping
Beginning
Balance
(11,076)
126,519
Rev.
Code
3100
3102
Assmnt
216,766
144,347
Misc
> 40,000
Interest
8,654
Total
Revenue
Exp.
Code
Expenses
Total Available
Less Expenses
Less
Reserve
Ending
Balance
256,766
153,001
8901
7901
269,974
173,616
(24,284)
105,904
(105,904)
(24,284)
0
2301
Zone 1
115,443
9,499
3102
361,113
9,719
40,000
8,654
476
7901
443,590
3,350
409,767
10,195
81,620
16,344
(105,904)
(16,344)
(24,284)
0
2302
Zone 2: US
Zone 2: Drains
67,540
3,381
3102
3103
70,216
1,403
(2,678)
3,763
71,301
1,403
7901
8902
55,415
25
83,426
4,759
(83,426)
(4,759)
0
0
Zone 2: Improvements
33,472
104,393
3101
6,230
77,849
2,678
0
3,763
8,908
8019
47,207
102,647
0
(4,827)
0
(4,827)
81,612
83,358 (88,185)
(4,827)
2303
2304
Zone 3
Zone 4
1,724
(689)
3102
3102
3,084
6,394
67
12
3,151
6,406
7901
7901
2,876
5,752
1,999
(35)
(1,999)
0
(35)
2305
Zone 5: US
Zone 5: Drains
(13,596)
1,473
3102
3103
23,382
501
> 30,000
53,382
501
7901
8902
34,010
234
5,776
1,740
(5,776)
(1,740)
0
0
(12,123)
23,883
30,000
0
34,244
53,883
7,516
(7,516)
0
2306
2307
2308
2309
Zone 6
Zone 7
Zone 8
Zone 9
1,202
(260)
8,110
(7)
3102
3102
3102
3102
925
11,318
15,270
1,352
> 3,100
> 1,000
175
24
373
4
1,100
14,442
15,643
2,356
7901
7901
7901
7901
1,214
14,311
12,270
1,916
1,088
(129)
11,483
433
(1,088)
(11,483)
(433)
0
(129)
0
0
2310
Zone 10: US
Zone 10: Drains
101,456
18,052
3102
3103
194,624
7,265
5,248
199,872
7,265
7901
8902
206,266
1,300
95,062
24,017
(95,062)
(24,017)
0
0
119,508
201,532
0
5,248
207,566
207,137
119,079
(119,079)
0
2311
2312
2313
Zone 11
Zone 12
Zone 13
Sub -Total AD 84 -2
4,874
165,339
5,752
522,765
3102
3102
3102
3,041
238,870
954,350
(4,517)
69,583
215
8,702
204
27,917
3,256
247,572
(4,313)
7901
7901
7901
1,118
101,722
1,439
934,015
7,012
311,189
0
(7,012)
(311,189)
0
0
0
1,052,207
640,957 (670,232)
(29,275)
2314
2315
AD01 -1 Wilshire Builder:
AD01 -2 Toll Bros
(450)
1,259
3102
3102
1,180
460,948
45
1,180
460,993
7901
7901
427
0
303
462,252
(303)
(462,252)
0
0
2316
0
AD01 -3 Cabrillo: US
AD01 -3 Cabrillo: Drains
1,412
1,412
3102
3103
2,859
7,500
10,359
0
52
52
2,911
7,500
7901
8902
0
0
0
4,323
7,500
(4,323)
(7,500)
0
0
10,411
11,823 (11,823)
0
0
Total
524,986
1,426,837
69,583
> Transfer
28,014
1,524,791
934,442
1,115,335
(1,144,610)
(29,275)
June 2002
Landscape /Lighting
Assessment Districts
Fund Activity: FY02 /03
Page 2 of 4
[File: adfunds_03_04]
4/21/2003
Total
Exp.
Beginning
Rev.
Less
Ending
Revenue
Code
Fund
Description
Balance
Code
Assmnt
8901
Misc
Interest
2300
Lighting
(24,284)
3100
217,132
>
24,284
0
160,803
Improvements
7,315
134,392
(134,392)
0
402,219
103,839 (134,392)
(37,868)
Landscaping
98,589
3102
159,803
(22,573)
0
1,000
7901
46,000
81,620
(107,287)
376,935
1,400
24,284
1,000
2301
Zone 1
16,344
3102
9,702
0
65,445
0
527
2302
Zone 2: US
83,426
3102
66,209
A
1,403
2,249
(2,878)
Zone 2: Drains
4,759
3103
1,400
1,383
(1,383)
0
17,564
Zone 2: Improvements
(4,827)
3101
6,230
A
(1,403)
8902
272
3,372
1,968
83,358
0
73,839
22,208 (22,208)
0
2,249
2303
Zone 3
1,999
3102
3,079
11,427
7901
100
2304
Zone 4
(35)
3102
6,383
>
35
(15,935)
0
917
0
2,100
(750)
(750)
198,956
2305
Zone 5: US
5,776
3102
23,340
>
(5,776)
3,261
258,437
28,008
Zone 5: Drains
1,740
3103
500
0
545
7901
900
6,657
7,516
0
23,840
7901
(5,776)
0
2306
Zone 6
1,088
3102
924
0
161
2307
Zone 7
(129)
3102
11,298
>
129
(1,483)
2308
Zone 8
11,483
3102
15,243
(938,584)
0
209
2309
Zone 9
433
3102
1,350
>
(433)
0
0
2310
Zone 10: US
95,062
3102
194,280
0
4,676
Zone 10: Drains
24,017
3103
7,252
119,079
201,532
0
4,676
2311
Zone 11
7,012
3102
304
<
241
2312
Zone 12
311,189
3102
238,448
11,610
2313
Zone 13
0
3102
Sub -Total AD 84 -2
640,957
962,877
18,239
20,773
2314
AD01 -1 Wilshire Builder:
303
3102
1,180
2315
AD01 -2 Toll Bros
462,252
3102
461,354
14,978
2316
AD01 -3 Cabrillo: US
4,323
3102
3,076
378
AD01 -3 Cabrillo: Drains
7,500
3103
7,500
0
0
11,823
10,576
0
378
0
0
Total
1,115,335
1,435,987
18,239
36,129
A: Surplus to go to US
> Transfer Nov 2002
< Levy Amount
Less Than
Page 2 of 4
[File: adfunds_03_04]
4/21/2003
Total
Exp.
Total Available
Less
Ending
Revenue
Code
Expenses
Less Expenses
Reserve
Balance
241,416
8901
255,000
(37,868)
(37,868)
8033
7,315
0
160,803
7901
125,000
380,000
134,392
(134,392)
0
402,219
103,839 (134,392)
(37,868)
10,229
7901
4,000
22,573
(22,573)
0
69,861
7901
46,000
107,287
(107,287)
0
1,400
8902
258
5,901
(5,901)
0
4,827
8019
0
65,445
0
0
76,088
113,188 (113,188)
0
3,179
7901
2,300
2,878
(2,878)
0
6,418
7901
5,000
1,383
(1,383)
0
17,564
7901
3,100
20,240
(20,240)
0
500
8902
272
3,372
1,968
(1,968)
0
18,064
22,208 (22,208)
0
1,085
7901
1,200
973
(973)
0
11,427
7901
13,000
(1,702)
(1,702)
15,452
7901
11,000
15,935
(15,935)
0
917
7901
2,100
(750)
(750)
198,956
7901
200,000
94,018
(94,018)
0
7,252
8902
3,261
258,437
28,008
(28,008)
0
206,208
122,026 (122,026)
0
545
7901
900
6,657
(6,657)
0
250,058
7901
110,000
451,247
(451,247)
0
0
7901
0
856,754
0
0
1,001,889
860,455 (893,460)
(40,320)
1,180
7901
0
1,483
(1,483)
0
476,332
7901
0
938,584
(938,584)
0
3,454
7901
0
7,777
(7,777)
0
7,500
8902
0
0
15,000
(15,000)
0
10,954
22,777 (22,777)
0
1,490,355 I 856,754 1,823,299 (1,856,304) (40,320)
Est Transfer
Nov 2003
Assessment Amount
Landscape / Lighting
Assessment Districts
Fund Activity: FY03 /04
1,433,197
Page 3 of 4
[File: adfunds_03_04]
4/21/2003
Total
Exp.
Beginning
Total Available
Fund Description
Balance
._._...
2300 Lighting
(37,868)
Assmnt
Improvements
7,315
3100
Landscaping
134,392
103,839
3102
164,632
7,315
2301 Zone 1
22,573
386,588
2302 Zone 2: US
107,287
3102
Zone 2: Drains
5,901
500
Zone 2: Improvements
0
1,470
3,000
113,188
1,400
2303 Zone 3
2,878
3101
2304 Zone 4
1,383
124,026
2305 Zone 5: US
20,240
0
Zone 5: Drains
1,968
22,208
(7,043)
100
3102
2306 Zone 6
973
0
2307 Zone 7
(1,702)
76,839
2308 Zone 8
15,935
500
2309 Zone 9
(750)
3,607
2310 Zone 10: US
94,018
0
Zone 10: Drains
28,008
122,026
132
3102
11,298
2311 Zone 11
6,657
3102
2312 Zone 12
451,247
100
2313 Zone 13
0
> 750
Sub -Total AD 84 -2
860,455
194,280
2314 Z -14: Wilshire Builders
1,483
3103
2315 Z -15: Toll Bros
938,584
709
2316 Z -16: Cabrillo: US
7,777
0
Z -16: Cabrillo: Drains
15,000
304
<
22,777
3102
0
<
1,823,299
3102
0 Total
2,106
7901
2,255
922,437
40,320
22,732
1,433,197
Page 3 of 4
[File: adfunds_03_04]
4/21/2003
Total
Exp.
Revenue
Total Available
Rev.
Ending
._._...
Code
Code
Assmnt
Misc
Interest
3100
221,956
> 37,868
3102
164,632
7,315
(7,315)
0
386,588
37,868
0
3102
970
<
500
3102
72,439
1,470
3,000
3103
1,400
(19,833)
0
3101
0
58,700
124,026
(124,026)
73,839
0
3,000
3102
3,079
(7,043)
100
3102
6,383
0
58,958
0
3102
23,340
76,839
131,069 (131,069)
3103
500
7901
2,450
3,607
23,840
0
0
3102
924
2,666
132
3102
11,298
> 1,702
33,200
3102
15,243
0
100
3102
1,356
> 750
(2,196)
3102
194,280
12,576 (12,576)
600
3103
7,252
1,320
709
(709)
201,532
0
600
3102
304
<
300
3102
197,081
<
18,000
3102
0
2,106
7901
2,255
922,437
40,320
22,732
3102
1,249
192,200
96,698
3102
488,041
7,252
30,000
3102
13,970
(31,999)
1,000
3103
7,500
0
604
7901
21,470
0
1,000
1,433,197
Page 3 of 4
[File: adfunds_03_04]
4/21/2003
Total
Exp.
Total Available
Less
Ending
Revenue
Code
Expenses
Less Expenses
(53,044)
Reserve
Balance
259,824
8901 275,000
(53,044)
7,315
(7,315)
0
164,632
7901
193,000
468,000
106,024
(106,024)
0
424,456
60,295 (113,339)
(53,044)
1,470
7901
4,210
19,833
(19,833)
0
75,439
7901
58,700
124,026
(124,026)
0
1,400
8902
258
7,043
(7,043)
0
0
8019
0
58,958
0
0
76,839
131,069 (131,069)
0
3,179
7901
2,450
3,607
(3,607)
0
6,383
7901
5,100
2,666
(2,666)
0
23,340
7901
33,200
10,380
(10,380)
0
500
8902
272
33,472
2,196
(2,196)
0
23,840
12,576 (12,576)
0
1,056
7901
1,320
709
(709)
0
13,000
7901
17,400
(6,102)
(6,102)
15,343
7901
20,250
11,028
(11,028) .
0
2,106
7901
2,255
(899)
(899)
194,880
7901
192,200
96,698
(96,698)
0
7,252
8902
3,261
195,461
31,999
(31,999)
0
202,132
128,697 (128,697)
0
604
7901
820
6,441
(6,441)
0
215,081
7901
166,582
499,746
(499,746)
0
0
7901
0
976,278
0
0
985,489
869,666 (929,711)
(60,045)
1,249
7901
1,090
1,642
(1,642)
0
518,041
7901
412,500
1,044,125
(1,044,125)
0
14,970
7901
13,971
8,776
(8,776)
0
7,500
8902
7,500
21,471
15,000
(15,000)
0
22,470
23,776 (23,776)
0
40,320 53,732 I 1,527,249
> Est. Transfer November 2003
< Levy Amount Less Than Assessment Amount
1,411,339 I 1,939,209 (1,999,254) I (60,045)
Est Transfer
Nov 2004
Landscape /Lighting
Assessment Districts
Fund Activity: FY03 /04
Adjusted Assessment Calculation
Page 4 of 4
[File: adfunds_03_041
4/21/2003
2314
Z -14: Wilshire Builder
2315
FY 03/04
Amount of Amount Year -End
Z -16: Cabrillo: US
412,500
Z -16: Cabrillo: Drains
Fund
Description
Beginning
Balance
Projected
Expenses
Fund CAP
[Est 3 Yr Costs]
Projected Balance
Exceeds CAP **
Assessment
Amount
Levy
Amount
Remarks
2300
Lighting
(37,868)
Improvements
7,315
Landscaping
134,392
103,839
2301
Zone 1
22,573
4,210
12,630
15,935
9,702
970 <
Ten Percent of Assessment Amount
2302
Zone 2: US
107,287
58,700
176,100
0
72,439
72,439
Zone 2: Drains
5,901
258
774
0
1,400
1,400
Zone 2: Improvements
0
113,188
58,958 176,874 0
73,839 73,839
2303
Zone 3
2,878
2,450
7,350
0
3,079
3,079
2304
Zone 4
1,383
5,100
15,300
0
6,383
6,383
2305
Zone 5: US
20,240
33,200
99,600
0
23,340
23,340
Zone 5: Drains
1,968
272
816
0
500
500
22,208
33,472
100,416
0
23,840
23,840
2306
Zone 6
973
1,320
3,960
0
924
924
2307
Zone 7
(1,702)
17,400
52,200
0
11,298
11,298
2308
Zone 8
15,935
20,250
60,750
0
15,243
15,243
2309
Zone 9
(750)
2,255
6,765
0
1,356
1,356
0
2310
Zone 10: US
94,018
192,200
576,600
0
194,280
194,280
Zone 10: Drains
28,008
3,261
9,783
0
7,252
7,252
122,026
195,461
586,383
0
201,532
201,532
2311
2312
2313
Zone 11
Zone 12
Zone 13
6,657
451,247
0
820
166,582
0
2,460
499,746
0
6,717
46,848
0
3,040
243,929
304 <
197,081 <
Ten Percent of Assessment Ammount
81 %: Assmnt. Adj. to Not Exceed Fund Max.
2314
Z -14: Wilshire Builder
2315
Z -15: Toll Bros
2316
Z -16: Cabrillo: US
412,500
Z -16: Cabrillo: Drains
7,777
0
0
41,913
0
21,470
H%
22,500
to
Ot
64,413
1,483
1,249
1,090
3,270
938,584
488,041
412,500
1,237,500
7,777
0
13,971
41,913
15,000
21,470
7,500
22,500
22,777
21,471
64,413
0
1,249
1,249
0
488,041
488,041
0
13,970
13,970
0
7,500
7,500
0
21,470
21,470
** [Begining Balance + Assessment + Interest - Expenses] Less Maximum Fund Amount
Exhibit 3
RESOLUTION NO. 2003-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MOORPARK, CALIFORNIA, OF INTENTION TO LEVY
ASSESSMENTS FOR FISCAL YEAR 2003 -04,
PRELIMINARILY APPROVING ENGINEER'S REPORT,
AND PROVIDING FOR NOTICE OF HEARING FOR THE
CITY OF MOORPARK LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICTS
WHEREAS, by Resolution No. 2003 -2051, 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 2003-
04; and
WHEREAS, pursuant to said Resolution, the Engineer's
Report was prepared by Shilts Consultants, Inc., Engineer of
Work, in accordance with 22565, et. seq., of the Streets and
Highways 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 and the levy
of assessments recommended therein.
NOW, THEREFORE,, THE CITY COUNCIL OF THE CITY OF
MOORPARK, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. The Report for "Moorpark Landscaping and
Lighting Maintenance Assessment Districts ", for the fiscal
year commencing on July 1, 2003, and ending on June 30, 2004,
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 Districts for
fiscal year 2003 -04. Within the Assessment Districts, 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,
street lights, public lighting facilities, landscaping,
sprinkler systems, statuary, fountains, other ornamental
structures and facilities, landscape corridors, ground cover,
shrubs and trees, street frontages, drainage systems,
fencing, entry monuments, graffiti removal and repainting,
000129
Resolution No. 2003 -
Page 2
and labor, materials, supplies, utilities and equipment, as
applicable, for property owned, operated or maintained by the
City of Moorpark. Installation means the construction of
lighting and landscaping improvements, including, but not
limited to, land preparation, such as grading, leveling,
cutting and filling, sod, landscaping, irrigation systems,
sidewalks and drainage and lights. 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 Districts consists of the
lots and parcels shown on the boundary map of the Assessment
Districts 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 Districts, and
the proposed assessments upon assessable lots and parcels of
land within the Assessment Districts. 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 Fiscal Year 2003 -04 levy rates are not
proposed to increase, with the exception of Zone 12, District
14, District 15 and District 16. The authorized maximum
assessment rate for these Districts includes an annual
adjustment by an amount equal to the annual change in the Los
Angeles Area Consumer Price Index. As the amount of the
annual increase in the Los Angeles Area Consumer Price Index
from December 2001 to December 2002 is 3.7 %, the authorized
maximum levy rate for fiscal year 2003 -04 is 3.7% above the
maximum levy rate for fiscal year 2002 -03. Including the
authorized annual adjustment, the maximum authorized
assessment rates for fiscal year 2003 -04 are as follows:
Zone 12 $ 424.07 per single family benefit unit
$ 153.54 per acre of commercial or industrial property
$1,382.27 per acre of institutional property
Dist.14 $ 124.94 per single family benefit unit
Dist.15 $1,506.30 per single family benefit unit
040-1?0,
Resolution No. 2003 -
Page 3
All property owners in District 16 have approved a rate
increase of $184.64 from $179.26 per single family benefit
unit to a maximum levy rate of $363.90 per single family
benefit unit effective Fiscal Year 2003 -04.
SECTION 6. Notice is hereby given that on June 4,
2003, at the hour of 6:30 o'clock 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.
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 the City Clerk, City of Moorpark,
799 Moorpark Avenue, Moorpark, California 93021.
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.
APPROVED AND ADOPTED THIS 7th day of May, 2003.
ATTEST:
Patrick Hunter, Mayor
Deborah S. Traffenstedt, City Clerk
®0'0.31-