HomeMy WebLinkAbout02 LEVY ANN'L ASSESS'S 04-19-04
Agenda Item
2
AGENDA REPORT
Reviewed:
City Manager ~
Finance Director~
MEETING DATE:
APRil 19, 2004
FROM:
WilLIAM A. HUSTON, CITY MANAGER
PUBLIC WORKS DEPARTMENT/ENGINEERING DIVISION
TO:
SUBJECT:
PUBLIC HEARING AND CONSIDERATION OF THE lEVY OF ANNUAL
ASSESSMENTS FOR THE TUSTIN LANDSCAPE AND LIGHTING
DISTRICT FOR FISCAL YEAR 2004-2005
SUMMARY
The City Council will conduct a Public Hearing and provided there is no majority protest, adopt
Resolution No. 04-39 confirming the annual assessments for Fiscal Year 2004-2005.
The City Council, at their meeting of January 20, 2004, adopted Resolution No. 04-09, which ordered
the preparation of an Engineer's Report for the levy of annual assessments for the Tustin landscape
and Lighting District.
Subsequently, at their meeting of March 15, 2004, the City Council adopted the following resolutions:
. Resolution No. 04-30 approved the Engineer's Report for Fiscal Year 2004-2005; and
. Resolution No. 04-31 declared the City Council's intention to levy assessments for Fiscal Year
2004-2005 and set a public hearing for April 19, 2004.
RECOMMENDATION
It is recommended that the City Council take the following actions:
1. Open the Public Hearing to receive testimony on the proposed levy of annual
assessments for the Tustin landscape and Lighting District for Fiscal Year 2004-2005
(Written protests may be submitted to the City Clerk during the public hearing).
2. Close the public hearing (Written protests will no longer be accepted).
3. Provided there is not a majority protest, it is recommended that the City Council adopt
Resolution No. 04-39 confirming the annual assessments for Fiscal Year 2004-2005.
FISCAL IMPACT
The landscape maintenance and public street lighting expenses within the Tustin Ranch area will be
recovered through the levy of the annual assessments for the District. Proposition 218 requires
publicly owned property which benefits from the improvements to be assessed. The City's proposed
assessment for Fiscal Year 2004-2005 on parkland within the District is $7,857.95 and will be paid
through the City's Fiscal Year 2004-2005 property tax expense fund.
Public Hearing and Consideration of the Levy of Annual Assessments for the Tustin Landscape and
Lighting District for Fiscal Year 2004-2005
April 19, 2004
Page 2
BACKGROUND
.As a result of procedures required by the passage of Proposition 218 on the November 1996
Statewide ballot, which added Article XIID to the State Constitution, the City re-analyzed the District
regarding the special benefits associated with the improvements for each property in the District,
commencing with Fiscal Year 1997-1998. Notices and ballots to approve the assessment including
future adjustments based on increases in the Consumer Price Index (CPI) were mailed in the spring
of 1997 to all property owners in the District. Subsequently, at the conclusion of a public hearing on
July 7, 1997, the majority of returned ballots, weighted by assessed amount, approved the annual
assessments.
Based on the results of the ballot proceedings, the base assessment rate for Fiscal Year 1997-98
may be increased in subsequent years by no more than the increase in the CPI for all urban
consumers for the Los Angeles, Anaheim, and Riverside area. However, the intent of applying the
annual CPI adjustment to the base assessment rate is to maintain the value of the maintenance work
in relation to the increased cost of the maintenance work. Therefore, the rates applied in Fiscal Year
1997-1998 are equal to maximum rates today when the increase in the CPI is considered. The
percent increase in the CPI in calendar year 2003 was 1.8%. The District's budget for Fiscal Year
2004-2005 has been increased per the maximum allowed by Proposition 218 to offset anticipated
increases in operating expenses.
Each year the City determines how much it will cost to provide the street lighting and landscape
maintenance services in Tustin Ranch. This total cost is divided among the parcels on a
proportionate share, based on a report prepared by consultant engineers. The precise method used
to establish each parcel's special benefit may vary according to land usage and benefit area, but
similar parcels with equal benefit from the District pay equal assessments.
There are 5,682 parcels within the District for Fiscal Year 2004-2005, which is the same number of
parcels as for Fiscal Year 2003-2004.
The District includes three separate benefit areas based upon the special benefits received.
. Benefit Area "A" -
. Benefit Area "B" -
. Benefit Area "C" -
Properties located in Benefit Area "A" pay only for Arterial and Collector
Street Lighting (ACL T).
Properties located in Benefit Area "B" pay for Arterial and Collector Street
Lighting, plus Parkway, Slope, and Trail Landscaping (ACL T + PSTL).
Properties located in Benefit Area "C" pay for Arterial and Collector Street
Lighting, plus Parkway, Slope, Trail Landscaping, plus Local Residential
Street Lighting (ACL T + PSTL + LRL T). Those parcels that pay for local
residential street lighting are located within the residential tracts that have
public streets.
Public Hearing and Consideration of the Levy of Annual Assessments for the Tustin Landscape and
Lighting District for Fiscal Year 2004-2005
April 19,2004
Page 3
Typically, owners of single-family residential parcels in each area pay an equal share. The proposed
assessments to be paid by single family residential parcels in each of the following benefit areas are:
. Benefit Area "A" (ACL T) ...................................................................... $ 9.40 per year
. Benefit Area "B" (ACL T + PSTL) ........................................................ $59.87 per year
. Benefit Area "C" (ACL T + PSTL + LRL T) ........................................... $83.14 per year
The total costs to be assessed for lighting and landscape maintenance for Fiscal Year 2004-2005 are
$89,227.00 and $387,292.00, respectively, for a total operating and maintenance assessment of
$476,519.00.
The Engineer's Report prepared by Harris & Associates has been filed with the City Clerk and
contains the following proposed levy of assessments for Fiscal Year 2004-2005 along with a
comparable listing to last year's assessment.
ASSESSMENT RATE SUMMARY BY LAND USE
FY 2003-04 FY 2004-05
BENEFIT AREA: A B C A B C
ACLT+ ACLT + PSTL ACLT+ ACL T + PSTL
LAND USE ACLT PSTL +LRLT ACLT PSTL + LRLT
Single Family Res. ($lDwelling Unit) $58.81/DU $81.67/DU $59.87 I DU $83.14/DU
Multi-family Res. ($lDwelling Unit) $44.11 I DU $44.90 I DU
Non-Residential ($/ac) $352.86 lac $359.22 lac
Non-Res - Tustin Market Place ($/ac) $55.38 lac $56.40 I ac
Golf Course ($/ac) $235.24 lac $239.48 lac
Vacant and Parks ($/ac) $117.62 lac $119.74 lac
CONCLUSION
Adoption of Resolution No. 04-39 will confirm the levy of assessments for Fiscal Year 2004-2005 for
the landscape, maintenance, and public street lighting expenses within the Tustin Ranch area.
~6J~
Director of Public Works/City Engineer
8~f! 4L /
Engineering Services Manager
S:\City Councilltems\2004 CouncilltemslPubiic Hearing for TL&L 04-05 & Reso 04-39.doc
Attachments: Resolution No. 04-39
Location Exhibits
RESOLUTION NO. 04-39
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN,
CALIFORNIA CONFIRMING THE LEVY OF ANNUAL ASSESSMENTS
FOR THE LANDSCAPE MAINTENANCE AND PUBLIC STREET
LIGHTING EXPENSES IN THE TUSTIN RANCH AREA WITHIN THE
BOUNDARIES OF THE TUSTIN LANDSCAPE AND LIGHTING
DISTRICT FOR FISCAL YEAR 2004-2005
WHEREAS, the City Council of the City of Tustin, California (hereinafter referred
to as the "City Council"), has adopted Resolution No. 04-09 initiating proceedings for the
annual levy of assessments for the payment of the expenses of providing and servicing
public landscaping and public street lighting in the Tustin Ranch area within the
boundaries of the Tustin Landscape and Lighting District; and
WHEREAS, the City Engineer has prepared and filed with the City Clerk his
report (the "Report") containing the matters specified in Section 22565 of Part 2 of
Division 15 of the Streets and Highways Code of California as amended, the "Code",
and Proposition 218; and
WHEREAS, the City Council has approved the report as filed on the 15th day of
March 2004, with the passage and adoption of Resolution No. 04-30; and
WHEREAS, the City Council heretofore by Resolution of Intention No. 04-31
passed and adopted on the 15th day of March 2004, declared its intention to provide for
an annual levy of assessment for improvement, maintenance and servicing of public
landscaping and street lighting facilities within the boundaries of the territory included
within the Tustin Landscape and Lighting District; as more fully described in said
Resolution of Intention; and
WHEREAS, the City Council, in and by said Resolution of Intention No. 04-31
fixed Monday April 19, 2004 at 7:00 p.m. before the City Council at the City Council
Chambers, 300 Centennial Way, Tustin, California, as the time and place for a hearing
on levying the proposed assessments, and provided for the notice of said hearing; and
WHEREAS, THE City Clerk has filed with the City Council an affidavit setting
forth the time and manner of compliance with the requirements for posting and
publishing set forth in Sections 22552, 22553 and 22554, of the Code and in
accordance with Proposition 218, and the City Council hereby finds the Resolution has
been posted in the time, form and manner required by law; and
WHEREAS, the hearing was duly opened and held by the City Council at the
time and place for the hearing; and
WHEREAS, all verbal protests or objections made by property owners at the
hearing conducted on April 19, 2004, were formally received and reflected in the City
Council minutes of said meeting; and
Resolution 04-39
April 19, 2004
Page 2
WHEREAS, the City Council received all written property owner protests
submitted prior to the conclusion of the hearing; and
WHEREAS, said City Council proceeded to hear and pass upon any protests,
made at the hearing, and on motions duly made and seconded, granted in whole or in
part or, overruled each and all of said protests and objections, as hereinafter set forth;
and
WHEREAS, said City Council hereby finds and determines that protests and
objections were not made or signed by the owners of more than one-half of the area of
the assessable land in said assessment district; and
WHEREAS, the public interest and convenience require the maintenance,
servicing and operation of those certain public landscaping and lighting facilities within
the assessment district; and
WHEREAS, all the assessed territory within said assessment district would be
specially benefited by the maintenance of improvements described in the Resolution of
Intention.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Tustin
as follows:
Section 1. The foregoing recitals are true and correct and the City Council so
finds and determines. All said protests and objections are hereby overruled by the
affirmative vote of the members of the City Council voting in favor of the adoption of this
resolution.
Section 2. The improvements consisting of the maintenance, servicing, and
operation of public landscaping and street lighting in the assessment district, as set forth
in the Report, a copy of which is on file in the office of the City Clerk, are ordered to be
undertaken.
Section 3. The Annual Assessments for Fiscal Year 2004-2005 as set forth in
the Report, copies of which are on file in the office of the City Clerk are hereby
confirmed.
Section 4. Passage of this Resolution shall constitute a levy of an assessment
for the fiscal year referred to in the assessment confirmed herein.
Section 5. Pursuant to law, including Article 1 of Chapter 4 of Part 2 of
Division 5 of the Code, the City Clerk shall file a certified copy of this Resolution and the
diagram and the assessment confirmed by the resolution or a certified copy therefore,
with the County Auditor of the County of Orange.
Resolution No. 04-39
April 19, 2004
Page 3
PASSED AND ADOPTED at a regular meeting of the City Council of the City of
Tustin held on the 19th day of April 2004.
Tony Kawashima, Mayor
ATTEST:
City Clerk
RESOLUTION CERTIFICATE
STATE OF CALIFORNIA)
COUNTY OF ORANGE) ss.
CITY OF TUSTIN)
RESOLUTION No. 04-39
PAMELA STOKER, City Clerk and ex-officio Clerk of the City Council of the City of
Tustin, California does hereby certify that the whole number of the members of the City
Council of the City of Tustin is five; that the above and foregoing Resolution was passed
and adopted at a regular meeting of the City Council held on the 19th day of April 2004
by the following vote:
COUNCILMEMBER AYES:
COUNCILMEMBER NOES:
COUNCILMEMBER ABSTAINED:
COUNCILMEMBER ABSENT:
Pamela Stoker, City Clerk
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