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Home My WebLink About08 TLLD LEVY 05-02-05 AGENDA REPORT Agenda Item 8 Reviewed: i City Manager Finance Director MEETING DATE: MAY 2,2005 TO: WilLIAM A. HUSTON, CITY MANAGER FROM: PUBLIC WORKS DEPARTMENT/ENGINEERING DIVISION SUBJECT: TUSTIN LANDSCAPE AND LIGHTING DISTRICT lEVY OF ANNUAL ASSESSMENTS FOR FISCAL YEAR 2005-2006 SUMMARY The City CounGÌI, at their meeting of January 17, 2005 adopted Resolution No. 05-14, which ordered the preparation of an Engineer's Report for the levy of Annual Assessments for the Tustin landscape and Lighting District. The Engineer's Report has now been completed and consideration of the following actions is now appropriate: . Adoption of Resolution No. 05-63 approves the Engineer's Report for Fiscal Year 2005-2006. Adoption of Resolution No. 05-64 declares the City Council's intention to levy annual assessments for Fiscal Year 2005-2006 and sets a public hearing for June 6, 2005. . RECOMMENDATION It is recommended that the City Council adopt the following resolutions: . Resolution No. 05-63 approving the Engineer's Report for the Tustin landscape and Lighting District levy of Annual Assessments for Fiscal Year 2005-2006; and Resolution No. 05-64 declares its intention to levy annual assessments for Fiscal Year 2005-2006 and setting a public hearing for June 6, 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. The City's proposed assessment on parkland within the District is $8,203.13 and will be paid through the City's Fiscal Year 2005-2006 property tax expense fund. BACKGROUND The District was formed on July 15, 1985 to install and maintain certain street lighting and landscaping in the area generally bounded by Browning Avenue, Irvine Boulevard, Jamboree Road (formerly Myford Road) and the 1-5 Freeway within the City of Tustin. Tustin Landscape and Lighting District Levy of Annual Assessments for Fiscal Year 2005-2006 May 2, 2005 Page 2 Assessments for the benefiting property were confirmed for the first fiscal year, 1985-1986, and each fiscal year thereafter. As property developed in the Tustin Ranch area, such development was required to annex to the District. As a result of procedures required by the passage of Proposition 218 on the November 1996 Statewide ballot, which added Article XIlID 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 result of the ballot proceedings, the base assessment rate for Fiscal Year 1997- 1998 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. The percentage increase in the CPI for calendar year 2004 is 4.4%. The District's budget for Fiscal Year 2005-2006 has been increased in all Benefit Areas per the maximum allowed by Proposition 218 to offset anticipated increases in operating expenses. Each year the City estimates the cost to provide the street lighting and landscape maintenance services in the Tustin Ranch area. 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 2005-2006, which is the same number of parcels as for Fiscal Year 2004-2005. 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, and 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. Tustin Landscape and Lighting District Levy of Annual Assessments for Fiscal Year 2005-2006 May 2, 2005 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" (ACLT) ................................................................... $ 9.81 per year Benefit Area "B" (ACL T + PSTL) ...................................................... $62.50 per year . . Benefit Area "C" (ACL T + PSTL + LRL T) ......................................... $86.80 per year The total costs to be assessed for lighting and landscape maintenance for Fiscal Year 2005-2006 are $93,118.00 and $404,356.00, respectively, for a total operating and maintenance assessment of $497,474.00. The Engineer's Report prepared by Harris & Associates has been filed with the City Clerk and contains the following proposed levy of assessments for Fiscal Year 2005-2006 along with a comparable listing to last year's assessment. ASSESSMENT RATE SUMMARY BY LAND USE FY 2004-05 FY 2005-06 BENEFIT AREA: A B C A B C ACLT+ ACL T + PSTL ACLT+ ACL T + PSTL LAND USE ACLT PSTL + LRL T ACLT PSTL +LRLT Single Family Res. ($/Dwelling Unit) $59.87/DU $83.14/DU $62.50/DU $86.80/DU Multi-family Res. ($/Dwelling Unit) $44.90/DU $46.88/DU Non-Residential ($/ac) $359.221ac $375.00/ac Non-Res - Tustin Market Place ($/ac) $56.40/ac $58.86/ac Golf Course ($/ac) $239.48/ac $250.00/ac Vacant and Parks ($Iac) $119.74/ac $125.00/ac Tustin Landscape and Lighting District Levy of Annual Assessments for Fiscal Year 2005-2006 May 2, 2005 Page 4 CONCLUSION The two attached resolutions require adoption by the City Council at the May 2, 2005 meetil).Q: These resolutions provide for the following: . Resolution No. 05-63 approves the Engineer's Report for the Tustin Landscape and Lighting District Levy of Annual Assessment for Fiscal Year 2005-2006. . Resolution No. 05-64 declares the City Council's intention to provide for an annual levy of assessment for said Landscape and Lighting District to levy and collect assessments pursuant to the Landscape and Lighting Act of 1972. Resolution No. 05-64 also sets the date, time, and place for a public hearing concerning the annual levy of assessment for the District. The hearing is scheduled for Monday, June 6, 2005 at 7:00 p.m. in the City Council Chambers, 300 Centennial Way, Tustin, California. ~/?~ ~im D. Serlet . Director of Public Works/City Engineer 0,=,:7 ~ Engineering Services Manager Attachments: Resolution No. 05-63 and No. 05-64 Engineer's Report for Tustin Landscape and Lighting District. Fiscal Year 2005-2006 RESOLUTION NO. 05-63 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA APPROVING THE ENGINEER'S REPORT FOR THE TUSTIN LANDSCAPE AND LIGHTING DISTRICT LEVY OF ANNUAL ASSESSMENTS FOR FISCAL YEAR 2005-2006 WHEREAS, by Resolution No. 05-14, the City Council initiated proceedings for the 2005-2006 Fiscal Year for the levy of annual assessments and ordered the Engineer to prepare a report in accordance with Section 22565 of the State of California Streets and Highways Code and Proposition 218; and WHEREAS, pursuant to said Resolution, the Engineer has filed the report with the City Clerk; and WHEREAS, the City Clerk has submitted the report to the City Council and the City Council now has reviewed and examined the report as so submitted. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Tustin that it determines and orders as follows: Section 1: That the report entitled "Engineer's Report for Tustin Landscape and Lighting District, Fiscal Year 2005-06" prepared by the Engineer, Harris & Associates, dated April 22, 2005, including description of improvement, estimated costs and diagram, as filed with the City Clerk, is hereby approved. Section 2: A copy of this report shall remain on file in the office of the City Clerk. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin held on the 2nd day of May 2005. Lou Bone, Mayor ATTEST: City Clerk RESOLUTION 05-64 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN, CALIFORNIA DECLARING ITS INTENTION TO PROVIDE FOR AN ANNUAL LEVY OF ASSESSMENT FOR FISCAL YEAR 2005-2006 FOR THE IMPROVEMENT, MAINTENANCE AND SERVICING OF PUBLIC LANDSCAPING AND LIGHTING FACILITIES IN THE TUSTIN RANCH AREA WITHIN THE BOUNDARIES OF THE TUSTIN LANDSCAPE AND LIGHTING DISTRICT AND TO LEVY AND COLLECT ASSESSMENTS PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 AND PROPOSITION 218 AND GIVING NOTICE THEREOF WHEREAS, the City Council by Resolution No. 05-14 initiated proceedings for the annual levy of assessments for the Tustin Landscape and Lighting District pursuant to the provisions of the Landscaping and Lighting Act of 1972 (Part 2, Division 15 of the California Streets and Highways Code) as amended and Proposition 218; and WHEREAS, by said Resolution No. 05-14, the City Council ordered the City Engineer to prepare a report pursuant to Section 22565 of said Code and Proposition 218; and WHEREAS, the City Engineer did prepare and file such a report and it was approved by the City Council on the 2nd day of May 2005, with the passage and adoption of Resolution No. 05-63. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Tustin that it determines and orders as follows: Section 1: That the public interest and convenience require and it is the intention of the City Council of the City of Tustin to order the annual levy of assessments for Fiscal Year 2004-2005 and to levy and collect said assessments pursuant to the provision of said Landscaping and Lighting Act of 1972 (Part 2 of Division 15 of said Streets and Highways Code) as amended and Proposition 218. Section 2: That the improvements to be undertaken consist of the installation, maintenance, servicing and operations of those certain public landscaping and lighting facilities located within the Tustin Landscape and Lighting District. The Assessment District designated as Tustin Landscape and Lighting District generally encompasses the portion of the City known as East Tustin, being north of the 1-5 Freeway and east of Browning Avenue except the areas of all public streets, avenues, lanes, alleys, and rights-of-way provided, however, notwithstanding property owned by the railroad and public utility companies not used for public purposes shall be included in the district and not be excluded pursuant to the aforesaid exceptions. Resolution 05-64 May 2, 2005 Page 2 Section 3: That reference is hereby made to the Engineer's Report on file with the City Clerk and open to inspection for a fully detailed description of the improvements, the boundaries of the Assessment District and any areas therein, and the proposed assessments upon assessable lots and parcels of land within the District. Section 4: That said proposed maintenance, servicing and operation of landscaping and lighting, in the opinion of the City Council of the City of Tustin will be to the benefit of the property lying within the described boundaries of the Assessment District as said Assessment District is described and defined in said Engineer's Report. Section 5: Notice is hereby given that Monday, June 6, 2005, at the hour of 7:00 p.m. in the Tustin City Council Chambers, 300 Centennial Way, Tustin, California 92780 is hereby fixed as the time and place where all interested persons may appear before the City Council and be heard concerning the annual levy of assessments of the District, and extent of the District, the services to be performed, and the proposed assessment and all other matters relating thereto. Protests must be in writing and must be filed with the City Clerk prior to the conclusion of the hearing. Any such protest shall state all grounds of the objection and, if filed by the property owner, shall contain a description sufficient to identify the property. Section 6: The City Clerk shall cause notice of the hearing to be given by causing the Resolution of Intention to be posted and published in the manner required by Part 2 of Division 15 of the Streets and Highways Code. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin held on the 2nd day of May 2005. Lou Bone, Mayor ATTEST: City Clerk ENGINEER'S REPORT FOR TUSTIN LANDSCAPE AND LIGHTING DISTRICT Fiscal Year 2005 - 06 CITY OF TUSTIN ORANGE COUNTY, CALIFORNIA Prepared by: -I Harris & Associates April 22, 2005 City ofTustin - landscape and lighting District, FY 2005-06 Engineer's Report April 22, 2005 Page 1 ENGINEER'S REPORT TUSTIN LANDSCAPE AND LIGHTING DISTRICT The undersigned respectfully submit the enclosed report as directed by the City Council. The undersigned certifies that he or she is a Professional Engineer, registered in the State ofCalitornia. DATED: April 22, 2005 Harris & Associates ~~ R.C.E. No. 41965 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached, was filed in the office of the City Clerk on the - day of ,2005 , City Clerk, City of Tustin Orange County, California By [ HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto attaehed, was approved and confirmed by the City Council of the City of Tustin, California, on the - day of ,2005 City of Tustin Orange County, California , City Clerk, By [ HEREBY CERTIFY that the enclosed Assessment Roll was tiled with the County Auditor of the County of Orange, on the - day of , 2005 , City Clerk, City of Tustin Orange County, CaliftJn1ia By c.ltu>tmlfyDS.O6Iceport>llImdO506 ce">ed (21 doo = I Harris & Associates City of Tustin - landscape and lighting District, FY 2005-06 Engineer's Report April22,2005 Page 2 TABLE OF CONTENTS Submittal and Acknowledgments.. ........ ] Introduction. 3 Report ............ .......... 4 Part A - Plans and Speeifications.. .6 Part B - Estimate of Cost. .....................9 Part C - Assessment Roll. ................. -]0 Part D - Method of Apportionment of Assessment. _II Part E - Property Owner List. - 19 Part F - Assessment Diagram.. -............19 Appendix Budget Detail/Maximum Assessment Rate Calculations Budget & Assessment Comparison Government Parcels Landscape Maintenance Facilities Map Assessment Diagram/Boundary Map Land Use Map Preliminary Assessment Roll (under separate cover) c"oo"nlfyO5-06Iceport$\lImdO506 co"'"d (2} doc II I Harris & Associates City ofTustin - landscape and lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 3 INTRODUCTION HISTORY The purpose of this report is to set forth findings and the engineering analysis to levy the assessments in the Tustin Landscape and Lighting District for the 2005-06 fiscal year. The District was fonned on July 15, 1 985 to install and maintain certain street lighting and landscaping in the area bounded by Browning Avenue, Irvine Boulevard, Jamboree Road (fonnerly Myford Road) and the [-5 Freeway within the City of Tustin- Assessments for the benefiting property were con finned for the first fiscal year, 1985-86, and each fiscal year thereafter. As property developed in the Tustin Ranch area, such development was required to annex to the District. The current boundary is shown on the Assessment DiagramIBoundary Map, which is included in the Appendix. As a result of the new proeedures required by Proposition 218 (Prop- 218), which was approved on the November 1996 Statewide ballot and added Article XIIID to the State Constitution, the City re-analyzed the Distriet regarding the speeial benefits associated with the improvements for each property in the District, for the 1997-98 fiscal year. Notices and ballots to approve the Assessment, including a Consumer Price Index (CPI) adjustment, were mailed to all property owners in the District, and a majority of the returned Assessment ballots approved the Assessment, including potential adjustments for increases in the CPI in future years. IMPROVEMENTS ---'_____m The District improvements consist solely of parkway landscaping, trail landscaping, slope landscaping, arterial and collector street lighting, and local residential street lighting in public rights- of-way and dedicated easements. The District does not install or maintain parks or median islands in roadways- goP~J![-'~JI'ORT This report covers the levy of annual assessments for the 2005-06 fiscal year. The base assessment rate which may be levied for each Equivalent Dwelling Unit (EDU) may be increased by the CPI for all Urban Consumers tor the Los Angeles, Anaheim, Riverside Area in any calendar year. 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- Therefore, the rates applied in FY 1997-98 are equal to the maximum rates today, when you consider the increased cost of living- In 1997, property owners within the District were noticed for and they approved, by assessment ballot proceeding, potential adjustments in the rates based on the annual cpr The cpr for Calendar Year 2004 (December 2003 to December 2004) is 4.4%- Since the notice to property owners in 1997 included a potential CP¡ adjustment each subsequent year, and the property owners approved the potential range of rates, it is not necessary to hold an assessment ballot proceeding any year in which such an adjustment is made- For the calculation of the maximum assessment for each Fiscal Year, please refer to the Appendix- ,It",,,,lfyO5-06Iteport,llImdOSO6 te"sed (21 doc III Harris & Associates City ofTustin - landscape and lighting District, FY 2005-06 Engineer's Report April22,2005 Page 4 CITY OF TUSTIN FISCAL YEAR 2005-06 ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH 22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE AND ARTICLE XIIID OF THE CALIFORNIA CONSTITUTION Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California (the 1972 Act), Article XIlID of the California Constitution and in aecordance with the Resolution of Initiation adopted by the City Council of the City of Tustin, State of California, in connection with the proceedings for: TUSTIN LANDSCAPE AND LIGHTING DISTRICT hereinafter referred to as the "Assessment District" or "District", I, Joan E. Cox, P.E., the authorized representative of Harris & Associates, the du1y appointed ENGINEER OF WORK, submit herewith the "Report" consisting of six (6) parts as follows: PART A PLANS AND SPECIFICATIONS Plans and specifications for the improvements are as set forth on the lists thereof, are on file in the Office of the City Engineer and are ineorporated herein by reference. PART B ESTIMATE OF COST An estimate of the costs of the proposed improvements, including incidental costs and expenses in connection therewith, is as set forth on the lists thereof, attached hereto, and are on file in the Offiee of the City Clerk and incorporated herein by reference. PART C ASSESSMENT ROLL An assessment of the estimated cost of the improvements on each benefited lot or parcel of land within the Assessment District is on fi1e in the Office of the City Clerk and incorporated herein by reference. Lllu"inlfyO5.Q6Iceport$llImdO506 ce'"ed (2) doc 81 Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 5 PART D METHOD OF APPORTIONMENT The method of apportionment of assessments indicates the proposed assessment of the net amount of the costs and expenses of the improvements to be assessed upon the several lots and parcels of land within the Assessment District in proportion to the estimated special benefits to be received by such lots and parcels. PART E PROPERTY OWNER LIST A list of the names and addresses of the owners of real property within this Assessment District, as shown on the last equalized roll of the Assessor of the County of Orange, is keyed to the records of the Assessor of the County of Orange which are incorporated herein by reference. PART F ASSESSMENT DISTRICT DIAGRAM The Diagram of the Assessment District Boundaries showing the exterior boundaries of the Assessment District, the boundaries of any benefit areas within the Assessment District and the lines and dimensions of each lot or parcel ofland within the Assessment District is on file in the Office of the City Engineer and is incorporated herein by reference- The lines and dimensions of each lot or parcel within the Assessment District are those lines and dimensions shown on the maps of the Assessor of the County of Orange for the fiscal year to which this Report applies. The Assessor's maps and records are incorporated by reference herein and made part of this Report. cltusbn\fyO5-06\ceportSlllmdO506 re",sed (2} doc III Harris & Associates City of Tustin - landscape and lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 6 PART A PLANS AND SPECIFICATIONS The facilities, which have been constructed within the City of Tustin, and those which may be subsequently constructed, will be serviced and maintained as generally described as follows: DESCRIPTION OF IMPROVEMENTS FOR THE CITY OF TUSTIN LANDSCAPE AND LIGHTING DISTRICT FISCAL YEAR 2005-06 The existing facilities to be maintained and serviced include street lighting and arterial landscaping as described herein. . LIGHTING The street lighting system in the District consists of 760 lights. A summary by type and size follows: No. 375 11 374 Size of Lumens 16,000 9,500 5,800 Type of Light High Pressure Sodium Vapor High Pressure Sodium Vapor High Pressure Sodium Vapor The area is built-out; therefore no additional street lights are anticipated. . LANDSCAPING The arterial landscaping includes parkway, slope and trail landseaping in the Tustin Raneh area, specifically: . the southerly side of Bryan Avenue between Browning Avenue and Tustin Ranch Road . the northerly side of Bryan Avenue between Browning Avenue and Jamboree Road, excepting that portion adjacent to the SCE substation . the easterly side of Browning A venue between the northerly corner of Traet No. 13094 (southerly of Bent Twig Lane) and EI Camino Real, including area trom APN 500-201-02 for a future overcrossing, but excepting that portion adjacent to the SCE substation . the westerly side of Tustin Ranch Road between the Santa Ana 1-5 Freeway and Jamboree Road . the easterly side of Tustin Ranch Road between Bryan A venue and Jamboree Road, excepting that portion adjacent to Heritage Park between Heritage Way and Kinsman Circle, that portion adjacent to the Golf Course northerly and southerly of the main entrance, and that portion adjacent to the park site at Tustin Ranch Road and Portola Parkway LltustlnIIyOS.O61<eportclilmdOSO6 ,e,l,ed I') doc = I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 7 . thc southerly side of Irvine Boulevard between the westerly boundary of Tract No. 13053 and the easterly boundary of Tract No. 13038 (:1:630 feet easterly of Myford Road) . the northerly side of Irvine Boulevard between the westerly City limits and Jamboree Road . thc westerly side of Jamboree Road from Bryan A venue northerly I, 100 feet to the northerly boundary of Tract No. 13030 . the westerly side of Jamboree Road between Irvine Boulevard and the northerly City limits, except that portion adjacent to the Tustin Sports Park . the slopes on the westerly side of Jamboree Road between the northerly City limits and 600 feet southerly . the slopes and parkways on the easterly side of Jamboree Road between the northerly City limits and Tustin Ranch Road, including the slopes granted to the City by the Transportation Corridor Agency per Instrument No. 1999048 101 recorded January 22, 1999 (net aereage increase of 4. I I acres) . La Colina Drive, northerly and southerly sides, between Tustin Raneh Road and the westerly City limits . Portola Parkway, both northerly and southerly sides, between Jamboree Road and Tustin Ranch Road . Equestrian/Hiking Trail between Tustin Ranch RoadlPortola Parkway and Peters Canyon Rcgional Park . Paseo for public access between Jamboree Road and Pioneer Road adjacent to Tract Numbers 14366 and 14576 The total landscaped area is approximately 5 I acres. These areas are shown on the Landscape Maintenance Facilities Map, in the Appendix. The District will fund costs in connection with the District maintenance and servicing including, but not limited to, personnel, electrical energy, water, materials, contracting services, and other expenses necessary for the satisfactory operation of these facilities. Reference is made to Part "D" of this report for a discussion of the Benefit Areas and the facilities associated with them which are serviced and maintained. The facilities are described as follows: Landscaping and Appurtenant Facilities Facilities include but are not limited to: Landscaping, planting, shrubbery, trees, irrigation systems, hardseapes, fixtures, sidewalk maintenanee resulting from landscape growth and appulienant [acilities, in public nghts-of-way, parkways, and dedicated easements within the boundaries of said Assessment District. c""'tmlfyüS-O6\;eport'"lmdOSO6 ce",ed (2) doc = I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Page 8 Lighting and Appurtenant Facilities Facilities include but are not limited to: Poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering deviees and appurtenant facilities as required to provide lighting in public rights-of-way and dedicated easements within the boundaries of said Assessment District. The public lighting system shall be maintained to provide adequate illumination. Eleetricity for street lights shall be furnished by the Southern California Edison Company, and it shall be adequate for the intended purpose. Rates for power shall be those authorized by the California Public Utilities Commission. Maintenance means the furnishing of services and materials for the ordinary and usual operation, maintenance and servicing of the landscaping, public lighting facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of the landscaping, public lighting facilities or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste. Servicing means the furnishing of water for the irrigation of the landscaping and the maintenanee of any of the public lighting facilities or appurtenant facilities and the furnishing of electric energy for the public lighting facilities, or for the lighting or operation oflandseaping or appurtenant facilities. The plans and specifications for the improvements, showing the general nature, location and the extent of the improvements to be serviced and maintained, are on file in the office of the City Engineer and are by reference herein made a part of this report. cllu>"olfyD5-D6Import>llImdO506 ce,,>ed (2) doc = I Harris & Associates City of Tustin - landscape and lighting District, FY 2005-06 Engineer's Report April 22,2005 Page g PART B ESTIMATE OF COST The City's budget for the maintenance and service eosts, shown below, details the estimated costs and fund balances for Fiscal Year 2005-06 as available at the time of preparation of this report. The 1972 Act provides that the total cost can be reeovered in the assessment spread including incidental expenses- This was not changed by Article XllID of the California Constitution- The costs can include engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the distriet proceedings. The Reserves, District Administration and Projected Fund Balanee items have been prorated based on the budget amounts. FY 2005-06 BUDGET & ASSESSMENT District Less Projected Reserve Admin. Fund Balance Total to Service Category Budget (SO% Max.) ('No. 6018) 6/30/2005 Asmt Arterial and Collector Street Lighting $84,802 $42,373 $2,103 (45,124) $84,153 'Object No. 6220 Local Residential Lighting $9,048 $4,507 $224 (4,815) $8,965 'Object No- 6220 Parkway, Slope and Trail Landscaping $450,000 $182,647 $11,160 (239,452) $404,356 'Object Nos. 6028, 6132, 6335, 6350 Totals $543,850 $229,527 $13,488 ($289,391) $497,474 Total to Assessment: $497,474 . For descriptions of the object numbers, refer to the 'Budget Deta,1' table In the Appendix. The 1972 Act requires that a special fund be set-up for the revenues and expenditures of the District. Funds raised by assessment shall be used only for the purpose as stated herein. The City will make funds available to the District to ensure adequate cash flow, and will be reimbursed upon receipt of assessments- Any balance or deficit remaining on July I must be carried over to the next fiscal year. The 1972 Act allows a reserve for cash flow not to exceed 50% of the budget. For a breakdown of the costs by Service Category and Benefit Area, please see "Benefit Areas" on page 17 of this report. C.\t","nlfyO5-06\;eponslilmdO506 ce,ised (2).doo == I Harris & Associates City of Tustin - landscape and lighting District, FY 2005-06 Engineer's Report April22,2005 Page 10 PART ( ASSESSMENT ROll The Assessment Roll is a listing of the proposed assessment and the amount of assessment for Fiscal Year 2005-06 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Offiee, and eontained in the Assessment Roll on file in the office of the City Clerk of the City of Tustin, whieh is incorporated herein by reference. The description of each lot or parcel is part of the records of the Assessor of the County of Orange and these records are, by reference, made part of this Report. .ltu,t;nlIyü5-D6Iceport,'llmdO506 cev;,ed (2} doc = I Harris & Associates City of Tustin - landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Page 11 PART D METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL - The 1972 Act permits the establishment of assessment districts by cities for the purpose of providing certain public improvements which include the eonstruction, maintenance and servicing of street lights, traffic signals and landscaping facilities. Street and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than according to assessed value. This section states: The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among a1l assessable lots or parcels in proportion to the estimated benefits to be reeeived by each such lot or pareel !Tom the improvements. The 1972 Act permits the designation of areas of benefit within any individual assessment distriet if "by reason of variations in the nature, location, and extent of the improvements, the various areas wi1l receive different degrees ofbenetìt !Tom the improvements" (Sec. 22574). Thus, the 1972 Act requires the levy ofa true "assessment" rather than a "special tax." In addition, Proposition 218 (Prop. 218), the "Right to Vote on Taxes Aet" which was approved on the November 1996 Statewide ba1l0t and added Article XlI1D to the California Constitution, requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Prop. 218 provides that only special benefits are assessable and the City must separate the general benefits !Tom the special benefits. Prop. 218 also requires that publicly owned property which benefit !Tom the improvements be assessed. REASON FOR THE ASSESSMENT The assessment is proposed to be levied to de!Tay the costs of the maintenance and servicing of landscaping, lighting and appurtenant facilities, including but not limited to, personnel, eleetrical energy, utilities such as water, materials, contracting services, and other items necessary for the satisfactory operation of these services. EjiUIVAlENT DWElL.tN.§..UNITS Since the assessment will be levied against parcels of property as shown on the wx roll, the final charges must be assigned by Assessor's Parcel Number. If assessments were to be spread just by parcel, not considering land use or parcel size, a single family parcel would be paying the same as a 50 unit apartment parcel or a large eommercial eswblishment in a similar zone and this would not be equiwble. The single family residential lot has been selected as the basic unit for calculation of assessments and is defined as one Equivalent Dwelling Unit (EDU). A methodology has been developed to calculate the EDU's for other residential land uses and for non-residential parcels. Every land-use is converted to EDU's: parcels containing apartments are converted to EDU's based on the number of dwelling units on each parcel ofland; commercial parcels arc converted based on the lot size of each parcel of land. .'ltuSlic'ffJ5-O6\.'eport""mdO506 .'e",ed (2).doc = I Harris & Associates City of Tustin - Landscape and lighting District, FY 2005-06 Engineer's Report April22,2005 Page 12 The EOO method is seen as the most appropriate and equitable method of spread for landscape and lighting districts, as the benefit to each parcel from the improvements are apportioned as a flmction of land-use type and size. Single Family Residential (SFR). Parcels zoned for single family residential uses are assessed I EOU per dwelling unit. Parcels designated as SFR land-use will be assessed 1 EOU per dwelling unit, including vacant subdivided residential lots and vacant land zoned for single family residential uses with a tentative or final tract map. Multiple Family Residential. Multiple-residential (including condominiums) land use equivalencies are determined based on the number of dwelling units on each parcel. Due to population density and size of structure relative to the typieal single family residenee, each dwelJing unit defined as multi-family residential, including condominiums, would be 0.75 EOo. The EOO's assigned to a multiple-residential pareel are calculated by multiplying the number of dwelJing units by the EOU factor of 0.75. This includes vacant multi-family residential parcels zoned for multiple-residential uses with a tentative or final tract map. Non-Residential. In converting non-residential properties to EOO's, the factor used is the City of Tustin's typical standard single family residential lot area and the number of lots that could be subdivided into an acre of land. All properties that are developed for non-residential uses are therefore assigned 6 EOO's per acre. These include commercial, industrial, church, school and other non-residential uses. Vacant Parcels with No Development Designation. Vacant parcels with no development designation or without a tentative or final map are assigned'a reduced equivalency due to their current lack of immediate development potential. Based upon the opinions of professional appraisers appraising current market property values for real estate in Southern California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of the property. In Tustin Ranch, the land value portion of a single family detached reside nee appears to be typically one-third or higher of the total value based on the County Assessor's tax rolls. Therefore, vacant pareels are assigned equivalency units at the rate of one-third of improved property which is 6 EOU/acre x one-third = 2 EOU/acre. Park parcels are also considered as vacant with no development potential, and are assessed at that rate. Peters Canyon Regional Park is a large, natural, open space park with very few facilities, which straddles the cities of Orange and Tustin and a portion of unincorporated eounty area. The park has many access points around its perimeter and one is within the Tustin Ranch area. This park receives a very small amount of benefit relative to its size, and it seems reasonable to compare it to other existing parks within Tustin Ranch. There are currently seven developed parks, five public parks (Camino Real, Cedar Grove, Heritage, Laurel"Glen, and the Tustin Sports Park) and two private parks, with an average park size of6.26 acres'. Therefore, 6.26 aeres have been used to estimate the relative benefit Peters Canyon Regional Park receives. Golf Course Property. Golf Course parcels are developed commercial property, but the development is at a very low level. Therefore, golf course parcels are assessed at a rate between developed and vacant land, at twice the rate of vacant parcels with no development designation, which is 2.0 EOU/acre x 2 = 4.0 EOU/acre. I As of FY 1997-98, when the District was approved by public OWl1er bailot .ltu,"oIfyOS-O6"eport"'mdO506 .e,,'ed (21.doo == I Harris & Associates City ofTustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Page 13 Public Property. Article XIIID of the California Constitution requires that all benefiting public properties be assessed for their fair share of the special benefit. Publie property which is designated for residential or non-residential purposes (such as schools and fire stations) will be assessed the same as private property with the same designation. Public parks will be assessed the same as vacant parcels with no development designation. Exempt Property. Excepted ti-om the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public drainage, public easements and rights-of-ways, public greenbelts and parkways. Also excepted ti-om assessment would be utility rights-of-way, common areas (such as in condominium eomplexes), landloeked parcels, unbuildable parcels vacated by the City, and parcels designated on Tract or Parcel Maps for landscaping. EQillV ALENT DWELLING UNIT (EDU) FORMULA Land Use Basic Unit x EDU Factor ~ EDU Rates Sinele Faoúly Res. (SFR) I D.U. x 1.00 ~ 1 EDUIDU Multi-faoúly Res. (including Condos) I D.U. x 0.75 ~ 0.75 EDtJlDU CommerciallIndustrial and other Non-Residential (inc1udine Schools) I Acre x 6.00 ~ 6.0 EDU/ac Vacant (including Parks) I Acre x 2.00 ~ 2.0 EDU/ac Golf Courses i Acre x 4.00 ~ 4.0 EDU/ac SPECIAL BENEFIT ANALYSIS STREET LIGHTING BENEFIT Proper maintenance and servicing of the street lighting system benefits all properties within the District by providing security, safety and community character and vitality as outlined below. Street lights provide only incidental benefits to motorists traveling to, from or through the area. BENEFITS OF STREET LIGHTING Security and Safety . Mitigates crime . Alleviates the fear of crime . Enhances pedestrian safety Community Character and Vitality . Promotes social interaction . Promotes business and industry . Contributes to a positive nighttime visual image A large portion of the City of Tustin is within an Ad Valorem Lighting Maintenance District and is paying for the operation and maintenance of street lights in a similar manner. The area of the District, being a recent annexation to the City, was not a part of this Ad Valorem Maintenance District. Therefore, to fund the public street lights in the developing area, in 1985 the City established the 1972 Landscape and Lighting District. Those properties that are adjacent to private streets pay for their local private street lights through their Home Owners Association fees. "ltust'olfyO5-O6Import,lIlmdO506 ce,',ed (2) doc II I Harris & Associates City of Tustin - Landscape and Lighting District. FY 2005-06 Engineer's Report April22,2005 Page 14 Arterial and Collector Lighting. Street lighting on the arterial and collector streets provides special and direct benefits to all properties within the District, as these lighting benefits are directly related to the positive enhancement of the Community and therefore increase property desirability and quality of life. All properties within the District receive a special benefit from lighting on the arterials and colleetors. Lighting at intersections, which is defined as safety lighting, is considered to be the minimum lighting requirement for vehicular safety; therefore, safety lighting represents the general benefit portion of street lighting and is not assessed. Traffic Signals are also considered to provide a general benefit and are not assessed. Street lights whieh are not adjacent to the development in the District are deemed not to benefit the area. Street lights on the east side of Jamboree Road, north of the 1-5 Freeway, which provide benefit to the property on the east side of Jamboree, are not included in this District and the costs will not be assessed. The following table shows the number of parcels, dwellings, acres and EDUs for each land use type that receive this benefit. Arterial & Collector Lighting Benelït FY 2004-05 By Land Use Parcels Dwellings Acres EDU's Parcels ~gle Family R"" ..1A1J.2 --2...62L___- _],-60200.2... _2...tí~- Multi-famly Res.:_- ...b2.7.5....._5.,!.QlJ..----- ---- ;3,825.000 . 2,975 Non-Residential. -..tíQ______n..r.¡;3.:.454__I,100.724 60 Schools t---l()__- 48.573 291.438 10 V;;;;"ant-- I __un -3~iï5~-~430 I .--- ---- Parks 22 72.135 144.270 22 --- ..--- -------.- GolfCourse 12 151.991 607.964 12 Total 5,682 7,702 459.868 8578.826 5,682 --- --- --- FY 2005-06 Dwellings Aeres EDU's 2,602- _n____- 2,602.000 5,1(j0- -------__-..1..8.2;5.:.0Q2- ---___..J!ì;3~5_4__1,100.724 . 48.573 291.438 3.715 7.430 72.135 144.270 151.991 607.964 459.868 8 578.826 7,702 NOTE ON THE ABOVE TABLE, Th"e wece no changes between FY 2004-05 and FY 2005-06 Local Residential Lighting. Many of the residential units in Ihe District have private street lighting systems directly adjacent to their homes- This lighting is usually provided by a Home Owners Association, and payment for the lights are usually made through association dues or assessments. Parcels that have local residential street lighting provided by the City receive special and direct local lighting benefit and are assessed for those local lights. There are eighty- seven local residential 5,800 lumen lights and four 9,500 lumen lights. The cost for these lights is assessed only to these benefiting parcels. ",",tinlf;<JS-O6lceport,IIImdO506 cavi,ed (2) doc = I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 15 The following table shows the number of parcels, dwellings and EDUs that receive this benefit. There were no changes /Tom the previous fiscal year. Local Residential Lighting Benefit By Land Use Parcels Dwellings EDU's SinQ]e Family Residential 369 369 369.000 369 369 369.000 LANDSCAPING BENEFIT Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide beautification, shade and enhancement of the desirability of the surroundings, and therefore increase property value. In Parkwavs and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated: ...there is no lack of opinion, based on general prineipals and experience and common sense, that parkways do in foCI add value to property, even though the amount cannot be detennined exactly.... Indeed, in most cases where public money has been spent for parkways the assumption has been definitely made that the proposed parkway will show a provable finaneia! profit to the City. It has been believed that the establishment of parkways causes a rise in real estate values throughout the City, or in parts of the City,.. It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping along side the roadway. Landscaping along recreational trails and greenbelts, if well maintained, provide beautifieation and enhaneement of the desirability of the surroundings, and therefore increase property value. In Greenways for America by Charles E. Little, it is stated:' [real estate] agents routinely advertise properties as being on or near the traiL.property near but not immediately adjacent to the Burke-Gilman Trail is significantly easier to sell and, according to real estate agents, sells for an average of 6 percent more as a result of its proximity to the trail. Property immediately adjacent to the trail, however, is only slightly easier to sell....trails are an amenity that helps sell homes, increase property values and improve the quality of life. Additionally, the National Recreation and Park Association, in June 1985, stated: The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of public interest to the taxpayers, who have a stake in a maximum of total assessed values. The District enjoys a higher level of landscaping and streetscaping in their parkways and slopes than the rest of the City of l' us tin. The City provides funding for the landscaped medians in the area, so these costs arc not assessed. Additionally, a pedestrian and equestrian trail, which will one day be linked with the regional trail system, is landscaped and beautified by the District. The landscape c""'tin\fyO5-06\ceport'\lImdO506 c""oed i2) doc == I Harris & Associates City ofTustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Page 16 improvements along the arterial and collector streets, in the parkways and slopes, and the regional trail enhance the beauty of the area and benefit all parcels in the community. Excepted from this landscaping benefit are the Tustin Marketplace, Tustin Annex, and the Tustin Auto Center, whieh provide their own landscaping adjaeent to their properties at an even higher level than the rest of the District Landscaping along roadways provides only ineidental benefits to motorists traveling to, from or through the area- The following table shows the number of parcels, dwellings, acres and EDUs for each land use type that receive this benefit Landscaped Parkway, Slope & Trail Benefit FY 2004-05 FY 2005-06 By Land Use Parcels Dwellings Acres Single Family Res-,- .2-,-6.0_2. -- _b6.oL_- ~."iti-familyIZescu n2.,9.72__5, 100- Non-Residential 19 -~ ---- --- Schools 10 ----------- --------- Vacant 1 n ------------- ------ ------- ---- Parks 22 ---- _n__u_- GoifCourse 12 Total 5641 32.624 48.573 3_715 12.135 151.991 309.038 EDU's Parcels Dwellings Acres EDU's __2,602.000 ...2.,,6Q.2..__...b6<J.2.. -- ----- 2,602.00(j 3,815000 ¡...2.,975_~Q m __~25.0°.Q- _1')5744- - -_!~____3~ t95c7i!. 291.438 10 48.573 291.438 - -- -- ---- --~-- --- 7.430 1 3_715 7.430 -- ---- ------------------ m~:12Q- 22 --- nJL1l5.._14_~c~?Q 607.964 12 151.991 607.964 7673.846 5,641 7,702 309.038 7,673-846 7,702 NOTE ON THE ABOVE TABLE Th,,< we« 00 ch,ng", between FY 2004-05 'nd FY 2005-06. c"o"iolfyO5-06'ceport,'"mdO506 ce'¡,ed (2) doc == I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report Apri122,2005 Page 17 BENEFIT AREAS There are three benefit areas within the District: Benefit Area A - parcels that receive only Arterial and Collector Street Light benefit. Benefit Area B - parcels that reeeive Arterial and Colleetor Street Light benefit and Parkway, Slope, and Trail Landscaping benefit. Benefit Area C - parcels that receive Arterial and Collector Street Light benefit, Parkway, Slope, and Trail Landscaping benefit, and Local Residential Lighting benefit. The following tables provide a summary of parcels, dwellings, acres, EDU's and Costs by Benefit Area for the District. The Service Category Costs are based on the EDU's and rates for each benefit area, ~-, By Benefit Area A B C Total: FY 2004-05 FY 2005-06 Parcels Dwellings Acres EDU's Parcels Dwellings Acres EDU's 41 -- 150.830 904,980 41 -- 150.830 904.980 ,~-- ,-,-,--~-----,-----~--,,--,- ~"'---- ,,-,..,---------- -,- ---- .J-,??~_2,333_- __,3()9:238 __2,304.846 .J..2..72, 7,3~n___3.o9038- 7,304,846 369 369 -- 369,000 369 369 -- 369.000 5,682 7,702 459,868 8,578.826 5,682 7,702 459.868 8,578,826 ,--- Service Category Costs by Benefit Area FY 2004-05 FY 2005-06 Arterial & Locat Parkway, Arteriat & Local Parkway, BeDefit Coltector ResideDtjat Stope & Trail Total to Coltector ResideDtial Slope & Trail Totalto Area Street Li~bts Li~btin~ LaDdscapjD~ Assessment Street Ligbts Li~hting Landscaping Assessment A $8,507 $8,507 $8,877 $8,877 B $68,665 $368,669 $437,334 $71,657 $384,912 $456,569 C $3,469 $8,586 S 18,623 $30,678 $3,620 $8,965 $19,443 $32,028 Totals $80,641 $8586 $387,292 $476519 $84154 $8965 $4043S5 $497474 ,lIo,';",1;1)5-06\,epo<15ll1md0506 ,e,;,ed (21 doc == I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April 22, 2005 Page 18 ASSESSMENT- RATE SUMMARY The tabJes below summarize the assessment amounts per EDU for each Benefit Area. Service Category and Benefit Area FY 2005-06 ASSESSMENT RATE SUMMARY ACLT - Arterial & Collector_lj~l1ti~ - $9.81 I EDU FY 2004-05 FY 2005-06 -- ~ --- LRL T - L-"~.Bcesid~,,!ial Lighting~_..~- $24.30 I EDU Actual Max. Asmt Rates Actual Total f----------_._--- PSTL - Pkwy, Slope & Trail Landscape $52.69 I EDU Asmt Rates (incl. CPI)* Asmt Rates Asmt Benefit Area A (ACLT) -- .._-~~-- ~~._---_._-- $9.40 I EDU $9.81 I EDU $9.81 I EDU $8,877 ~-_.._--- .----- ~ ¡I!~'I"¡¡!_,~r~,,-II...~C~L+PSIlL______- $59.87 I EDU 1-$62.50 / ~~- $62.50 I EDU $456,569 .--..-- ---~-~------ --_... Benefit Area C (ACLT + PSTL + LRLT) $83.l4/EDU $86.80 I EDU $86.80 IEDU $32,028 $497,474 . See "Maximum Assessment Rate Calculations" in the Append" foc detatls on the calculation of the Max. Assessment Rates The base assessment rate which may be levied for each Equivalent Dwelling Unit (EDU) may be increased by the CPI for all Urban Consumers for the Los Angeles, Anaheim, Riverside Area in any ealendar year by City Council approval each year. The CPI for Calendar Year 2004 (December 2003 to December 2004) is 4.4%~ The proposed assessment rates by land use category tor each Benefit Area are shown below. ASSESSMENT RATE SUMMARY BY LAND USE FY 2004-05 FY 2005-06 BENEFIT AREA: A B C A B C ACLT + ACLT + PSTL ACLT+ ACLT+PSTL LAND USE ACLT PSTL + LRLT ACLT PSTL + LRLT Single Family Res. (S/Dwelling Unit) $59.87 I DO $83.14/DO $62.50 I DU $86.80 /DU Multi-family Res. (S/Dwelling Untt) $44.90 I DO $46.88 I DU Non~Residentl31 ($/ae) $359.22 lac $375.00 lac Non-Res - Tustin Market Place ($/ae) $56.40 / ac $58.86 / ac Golf Course ($/ac) $239.48 lac $250.00 lac Vacant and Parks (S/ac) $119.74 lac $125.00 lac !, Joan E. Cox, P.E. the authorized representative of Harris & Associates, Ihe duly appointed Assessment Engineer, am of the opinion that the assessments have been apportioned in accordanee with the estimated special benefit derived by eaeh parcel and that the assessments do not exceed the reasonable cost of the proportional special benetit. DATED: April 22, 2005 Harris & Associates BY~ E. CO , PE ASSESSMENT ENGINEER R~CE. No. 41965 ,ltusti"\fy()5~O6Itepmb\lImdO506 ,"'>cd 12} due = I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Page 19 PART E PROPERTY OWNERS LIST The property owner list with the names and addresses of each property owner of each lot or parcel, as shown on the Assessment Diagram referenced in Part F herein, is the list of property owners within the District boundaries as shown on the last equalized roll of the Assessor of the County of Orange and is, by referenee, made part of this report. PART F ASSESSMENT DIAGRAM An Assessment Diagram for the District is on file in the offiee of the City Clerk. The lines and dimensions of eaeh lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County of Orange, for the year when this Report was prepared, and are incorporated by referenee herein and made part of this Report. ..\I""'olf;<J5-061.eport'llImdO506 .e,¡,ed (2).doc = I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Appendix Appendix c"'OôtiolfyOS"6\ceport,"'mdOSO6 ce,l,ed (2).doc -I Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report ApriL22,2005 Appendix BUDGET DETAIL FY 2005-06 DISTRICT ANALYSIS WORKSHEET District City's Estimate of Object No. Description Budget ($) Costs ($) Comments Annual Engineer's Report - Dis!. Admin.; County charge of 0.3% for placement on 6018 Architect/Eng Services 13,488 13,488 property tax hills 6028 Landscape Maintenance 260,000 260,000 Contract. Turf & groundeover main!. 6132 Tree Trimming Contract 95,000 95,000 Contract - approx. t ,500 treeslyr 6220 Street Light Energy 93,850 84,802 Street tights. Arteriat & Collector 9,048 Street tights - Locat 6335 Electric 10,000 10,000 For irrigation equIpment 6350 Water 85,000 85,000 IR WD service areas DISTRICT TOTAL 557,338 557,338 Maximum Assessment Rate Calculations by Consumer Price Index (CPI) increases FY 2005-06 CPI WORKSHEET Benefit Area A Benefit Area B Beoefit Area C Max Actual Max Actual Max Actual Base Year CPI Rate ($) Rate ($) CPI Rate ($) Rate ($) CPI Rate ($) Rate ($) FY 1997-1998 7.91 7.91 50.38 50.38 69.96 69.96 FY 1998-1999 1.2% 8.00 7.87 1.2% 50.98 50.98 1.2% 70.80 70.27 FY 1999-2000 2.2% 8.18 8.04 2.2% 52.10 52.10 2.2% 72.36 71.82 FY 2000-2001 2.8% 8.41 8.04 2.8% 53.56 52.10 2.8% 74.39 71.82 FY 2001-2002 3.7% 8.72 8.40 3.7% 55.54 55.54 3.7% 77.14 76.38 FY 2002-2003 2.1% 8.90 8.90 2.1% 56.71 56.71 2.1% 78.76 78.76 FY 2003-2004 3.7% 9.23 9.23 3.7% 58.81 58.81 3.7% 81.67 81.67 FY 2004-2005 1.8% 9.40 9.40 1.8% 59.87 59.87 1.8% 83.14 83.14 FY 2005-2006 4.4% 9.81 9.81 4.4% 62.50 62.50 4.4% 86.80 86.80 .\tuslinlfyOS.O6\.eports\lImdO506 ."i,cd 12).doc III Harris & Associates City of Tustin - Landscape and Lighting District, FY 2005-06 Engineer's Report April22,2005 Appendix Budget & Assessment Comparison FY 2005-06 Budget & Assessment District Less Projected Reserve Admin. Fund Balance Total to Service Category Budget (50% Max.) ('No. 6018) 6/30/2005 Asmt Arterial and Collector Street Lighting $84,802 $42,373 $2,103 (45,124) $84,153 'Object No. 6220 Local Residential Lighting $9,048 $4,507 $224 (4,815) $8,965 'Object No. 6220 Parkway, Slope and Trail Landscaping $450,000 $182,647 $11,160 (239,452) $404,356 'Object Nos. 6028, 6132, 6335, 6350 Totals $543,850 $229,527 $13,488 ($289,391) $497,474 Total to Assessment: $497,474 FY 2004-05 Budget & Assessment District Less Projected Reserve Admin. Fund Balance Total to Service Category Budget (50% Max.) ('No. 6018) 6130/2004 Asmt Arterial and Collector Street Lighting $78,251 $34,067 $1,855 (33,532) $80,641 'Object No. 6220 Local Residential Lighting $8,349 $3,617 $198 ($3,578) $8,586 'Object No. 6220 Parkway, Slope and Trail Landscaping $419,700 $137,496 $9,947 ($179,851) $387,292 'Object Nos. 6028, 6132, 6335, 6350 Totals $506,300 $175,180 $12,000 ($216,961) $476,519 Total to Assessment: $476,519 I.-ig~!i.B~!L LandscajJ,e District Fund Balance~.Qkc.til!l! Beginning Fund Balance 07/01104 Projected Revenues FY 04-05 Projected Expenditures FY 04-05 Projected Ending Fund Balance FY 04-05 $301,39 LOO Per Mid-Year Budget $475,000.00 Full Collection per Engineer's Report $487,000.00 per Mid Year budget Projections $289,39 LOO rlioslin\fyOS-Q6IreportslilmdOSO6 re,ised (2) doc = I Harris & Associates CITY OF TUSTIN 04/22/05 LLMD - FY 2005-06 Page 1 GOVERNMENT PARCELS BENEFIT CURRENT FY 2005-06 FY 2004-05 APN AREA LANDUSE ACRES DU'S ASSESSMENT ASSESSMENT OWNER COMMENTS 10429026 B PRK 6.260 $782.50 $749.57 County Of Orange Peters Canyon Park 50020301 B PRK 4.251 $531.37 $509.02 City Of Tustin Camino Real Park 50022107 B PRK 3.600 $450.00 $431.06 City Of Tustin Heritage Park 50022110 B PRK 1,358 $169.75 $162,61 City Of Tustin Heritage Park 50023302 B PRK 3.008 $376.00 $360.18 City Of Tustin Laurel Glen Park 50109316 B SCH 9.901 $3,712.87 $3,556.64 School, Tustin Unified New School 50109501 B PRK 15.275 $1,909.38 $1,829.03 City Of Tustin Park Site 50109508 B PRK 1.260 $157.50 $150.87 City Of Tustin Park Site 50109509 B PRK 0.380 $47.50 $45.50 City Of Tustin Park Site 50111201 B SCH 5.810 $2,178.75 $2,087.06 Schooi, Tustin Unified School 50111205 B PRK 1.800 $225.00 $215.53 City Of Tustin Tustin Sports Park 50111206 B PRK 1.660 $207.50 $198.77 City Of Tustin Tustin Sports Park 50111207 B PRK 0.240 $30.00 $28.74 City Of Tustin Tustin Sports Park 50111208 B PRK 14.230 $1,778.75 $1,703.90 City Of Tustin Tustin Sports Park 50111212 B PRK 0.463 $57.87 $55.44 City Of Tustin Tustin Sports Park 50111213 B SCH 1.297 $486.37 $465.91 School, Tustin Unified School 50111214 B PRK 1.210 $151.25 $144.89 City Of Tustin Tustin Sports Park 50111215 B SCH 0,790 $296.25 $283,79 School, Tustin Unified School 50111216 B PRK 0.450 $56.25 $53.88 City Of Tustin Tustin Sports Park 50111217 B SCH 2.080 $780.00 $747.18 School, Tustin Unified School 50245124 B SCH 3.110 $1,166.25 $1,117.17 Tustin Unified School School 50245125 B PRK 2.070 $258.75 $247.87 City Of Tustin Cedar Grove Park 50245127 B PRK 2,230 $278.75 $267.02 City Of Tustin Cedar Grove Park CITY OF TUSTIN 04/22/05 LLMD - FY 2005-06 Page 2 GOVERNMENT PARCELS BENEFIT CURRENT FY 2005-06 FY 2004-05 APN AREA LANDUSE ACRES DU'S ASSESSMENT ASSESSMENT OWNER COMMENTS 50245128 B SCH 5.070 $1,901.25 $1,821.25 Tustin Unified School School 50245129 B SCH 1.080 $405.00 $387.96 Tustin Unified School School 50245130 B PRK 1.530 $191.25 $183.20 City Of Tustin Cedar Grove Park 50245131 B PRK 3.880 $485.00 $464.59 City Of Tustin Cedar Grove Park 50245132 B SCH 1.100 $412.50 $395.14 Tustin Unified School School 50245313 B CII 1.250 $468.76 $449.03 City Of Tustin Fire Station 50252107 B SCH 18.335 $6,875.63 $6,586.29 School, Tustin Unified Pioneer Middle School 52502203 B PRK 2.980 $372.50 $356.82 City Of Tustin Future Park 93408075 B MFR 1 $46.88 $44.90 Dept Of Vet Affrs 93428092 B MFR 0.051 1 $46.88 $44.90 Dept Of Vets Affairs Of 1 MI CITY OF LANDSCAPE AND LIGHTING DISTRICT ASSESSMENT DIAGRAM FOR THE 2005 -06 FISCAL YEAR LANDSCAPE MAINTENANCE FACILITIES MAP LEGEND LANDSCAPE MAINTENANCE SLOPE MAINTENANCE 025- 161 -01 11610 34 526- 161-66 11610 11 676- 171 -14 TIM 4 676- 172-07 TIM 63 PETERS CANYON REGIONAL PARK TRACT N1. 14707 15421 15480 55430 as 1771 TINCT NM. 15212 f 1fn 526- 131 -01 001175 TRACT 16161 814 111111 i3tl 164 11111 Ii 676- -01 1000 33 WEI TRACT Mu 14307 .04 1474 as ISM TRACT N.. 74507 Cl. TRACT Ns. 14110 rr 0041 525 -121 -01 TWO 60 525-151-01 05 525 -141 -01 MU 12.21 525-142-01 NW TUT.. TRACT N. 1500.1 502451 -46 f 1711 602 -451 -06 m oro r REDUCED SCALE 525 -041-01 MN 2 41 NNW 62 325-051-07 7105 40, 73 1800 90 523- 061 -01 1800 11, 03 TIM 11 325- 011 -13 11011 41 525-071-01 11800 53 136 - 12-1571 001E 1311 626- 061 -01 DM 43 oTess P INACT W. 10164 a 8.71 502 -451 -01 71100 12 302 -0012 -01 11011 22 502 -133 -01 1091 22 302- 434 -01 MU II PM RAW. TRACT N.. 1654 502 -522 -01 11891 4 600 -671-07 Na a TRACT 84 15045 1=7 TRACT N► 15001 N 1..71 102 -511 -01 1000 44 RUC . 16603 20I- 016 - 01,01.00 WIN IT. 501is 1 cl 501 -17f 111) 10 1%6(7 AR. 14100 a 10041 MU 31 ar 50 005-10 WI A OOV OWN 301 - 2184-01 I TRACT IM 14600 MP W11 TRACT N. 75420 501-271-01 Atl1N 501 -111 -01 I /IOU V 121 TRACT N.. 14800 um 301 -141-01 878(1 11 034-06 -417 11111 621 TRACT N. 13710 1011 wr 661-006 -I1, 14,16 72e 00 501 -011-01 17.19 RAW ern' 11X00 501 -141- 01,0755 8.13755 501- 113-15 is C 001.7.12-15 T3 501 - 113-71 W 7RACT 11. 1$001 41010 501 104-01 11484 as 034 -41 -10 038-27 -501 new em 501 -131 -01 TWO 30 501 -100-01 AMU 70 TRACT 11. 15701 ,s was 13734 1150f -201-01 INN/ 06 TRACT X4.14714 1111 8.14037 390171 SOP- 113-01 is 501 -113-07 501 -201 -01 810(1 11, 14 TRACT N. 1440 Y C TRACT 8. 13136 e.4 16074 w 0171 8-01 7800 11 1 -01 700 47 1-01 1000 47 402- 471 -14 1000 01 102 -471-01 114111 11 801-4411 -75 1110 SI 502- 471 -07 1110 M 002 -00-04 1(11 5S 002 -801 -07 tau 4 002 -801-64 1110 00 002 -801-01 1110 31 14- 00-670 T111,1 116 624 -06-60 1118 44 501 -100 -01 MU 66 10907 N. 13000 urn 501 -107 -01 MU 23 611 -71-057 1800370 TRACT 86 1415 ID1410 a- •8. ram 301 - 111 -01, I /1517 8/77 TRACT 8e. 1047,8 300- 341 -37 1000 52 (II NITS TRACT N.. 15476: 0- 341 -01 T00U 21 21 INNS TRACT 11.. 164th 500- 311 -00 110U 74 (21 - Nor 151474, 16473, 15427 500 -221 -0711 is ran N. 13000 500.177 -01 TIM 46 110 0171 TRACT N. 15010 300 -2(I -01 AMU 10 MI *RE 000 - 211-06. 13 IMO 40 (MOW 500 -275-0 33 TRACT N. 12111 500 -205-01 N00 75 TRACT NI. 14010 500- 101 -01 11800 00 MN C TRACT IM 13557 165 -372 -01 NM 11 Saar TRACT N. 15044 500 -107 -01 AMU 47 600 -mw1 TIM 80 mum TRACT N. rear 500 -471 -14 15 s 0.41 TRACT N. 13564 500 -521-01 1X10 II. If 41414 K 500 - N1-02 104252- 1-�-9: E12—Fil 500 - 301-00 55! 73,14 Sun R: \ TusIJn \F705- 06 \Dlograms \AaTd01agdoq 03/29 /2005 34o CO■ ■ OF TUSTIN LANDSCAPE AND LIGHTING DISTRICT ASSESSMENT DIAGRAM FOR THE 2005 -06 FISCAL YEAR ASSESSMENT DIAGRAM /BOUNDARY MAP LEGEND BENEFIT AREA A BENEFIT AREA B BENEFIT AREA C CITY BOUNDARY REDUCED EICa.1 525-131 -01 NOV 34 525-131 -50 11INu • 275- 171 -11 17441 4 s24-172-07 17441 52 525 -451 -01 Intl 73 PETERS CANYON REGIONAL PARK 71107 4143 14381 w10 74744 DO OM 525-04-01 rou 27. THIN A2 525- 051 -01 MI 40. 44 1740 45 518 -011 -01 111! 50, a 47211 4 325-011 -13 flat 41 544 -071-0I 7x4133 ne er r 1417 5(w we '1% MIE 515- 551 -07 72-45 43 MA Ira 11s. 11148 502 -e51-43 i as 803-051 -03 new 4< 1144 • am 503-031 -01 n l 41 555 -1132.45 774v a 505 - 4113-01 nal 12 501-01 -01 17111 15 1 01 1x1133 1 -01 274147 50701-01 2740 47 /Riff 74. 15548 M /4w Sat -au-er 774v 44 724 T 48- 13414 malt 501- 271441 17211 701 -121-01 1 74404 244- 13-153 M1/ 44 TRACT 11► 13124 502 -471-34 mw 51 552471 -01 1141 11 503-4l -73 1141 502- 471 -67 M1 M 502 -642-04 MV 211 502- 401 -22 41111 42 501- 451-64 11441 le 500 -41-01 1441 21 / r>D1a I. 1414 DP OM 171 -i41-01 1141 Y 1 14. 4.714 o nw1 4.14-05 -417 4741 524 MKT 4. 13711 307 -1•.44 2-W i 501 -131 -01 71471 30 507 -10-01 1141/ 70 TROT 4a13701 PD 301 -421 -01 now 4 }1407 5(4. 1340 OP wan 307- 107-01 741 23 / -I2- }641 IN 201 -171-01 71W 52 Y7 -443 -Y 144 13734 n! 41w1 502- -364 -01 041 Y YI- 413-07 50 i 511 -19-4 al 1101 141 7320 awl 644 raw 122 -n4177 14141 DR 71C7 41. 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'-100- 311-01 �n ligir Ma 5010-1101-14 15 II/ IMAM 1 1- 71W 4. ]354 x0-211-02 71411.1 42. 14 WWI i 13 101 -352- 0442.33 500 -1er- 500404-118 311 13,14 ••• R: \ Tustin \FttJ5- 06\Dkgrvno \AYrtdlog.dkq 03/29/2005 duo CRY OF TUSTIN LANDSCAPE AND LIGHTING DISTRICT ASSESSMENT DIAGRAM FOR THE 2005 -06 FISCAL YEAR LAND USE MAP LEGEND Residential Commercial Vacant Parks Government Golf Course City Boundary 525 -161 -01 1140 34 520- 101 -50 TIM 19 520- 171 -1 TIM I. 525- 172-07 1160 53 1 525- 101 -01 7110 75 70X7 Se. 15474: 500- 341 -37 TIN 52 Of NITS T14C7 1414. 15470: 000- 341 -01 15640 21 (21 80013 1M01 N.. 15427: 500■341 -01 MN 74 211113 PETERS CANYON REGIONAL PARK 13117 13441 t• 2117 32 - 154I 7 52'5..0, 11140 4 REDUCED SCALE 520 -011-01 TIM 27. 41 1110 t2 5,25-051-01 TWO 51 40, 75 15088 08 220-00-01 7748 19. 15 75510 19 325-056 -13 17012 11 525- 071 -01 115/ 35 roa: 1427 W v91110-L, 502 -431-45 1111.11 ` 302 -451 -9 - 14107 41. /M11 7221 50 525-111-01 52:5- 141-01 525 -542-0 7741V 50 514Cr Is. )1101 158 -22X06 520- 001 -01 1748 41 502-431 -01 1181 12 502- 432 -07 I00 28 502-033-01 WM 22 502-654 -01 71077 15 T711C7 N. 15003 a 1111. 502- 322 -Or MN 40 7446 W 15191 od MOW 302 -011-03 10044 107- 411-01 71110 34 42..401 -01 11* 47 47 -01-01 11112 47 502. -163-13 w6 as 302 -331-07 015 1115 &ISM 1MQ is„ 15507 75.501 M.. 13013 75004 2 MGT W 15602 3I lwn Sot -145- ar. aJ 114[1 I4 13700 MI Ma 74407 W 15120 II III 501- 271 -01 21/0 501 -521 -01 77187 67 10107 011. 14/19 S- ep- 211.01 7100 19 we I4.N .101-111-01 554. 00-127 7500 524 1111113 16. 7900 801 00111 17407 44. 10119 NM 501- 101-01 7850 70 11447 Na 15701 wMn 501 -101-01 77!11 19 7048 Na. 13110 507 -107 -0r 11010 v 501 -101-01 rum a 501- 111-01 11110 52 ma MM 1731 511 - 111-1411 lit .af .11:. 1111 501- 513-51 �Arc Ib/-tid -13 501 -435.11 a .a., 4w -44-I12 7710 733 130 -12-001 rM0 48 14401 40054711 1111 10.54537 aI 1I I 705 -113 -01 � r 501 -I IS-07 UN 507-101-07 101,13 -0/ 00771 -100 roar M.. 130]0 11401 361 501 -111 -01 15511 7��7 400 4-�\� 17012 I I. /4 Y rlw 1444. y •.- 4..11.. 17447 No. 1448 r- " 612 -71-0 7 / 501 -172-00 re4c7 DM 1� c .. !,, NOV °4.. m 4311 .n S. 10r -'04-07 14101 1144 10.74 15475. 15427 11507 W 13731 634 - 44-3.7 7140 512 43.1./ 48$15 -033 7!M CO 17407 W 13741 AO Mn 502 - 471-34 77191 19 002 -471-01 TIN If 502 -401 -73 TIN M 002- 471 -07 11402 M 002- 402 -04 'MU 23 502- 401 -21 INN 42 002 -401-64 IAN 00 002 -411 -01 2140 28 1134.0* -420 1140 619 834- 00-447 1010 W I7UR Ila 1540 500 -555 -01 71/11 14 440 nm 180.7 W 1>01111 00 745 -54 00 -541 -n nal 37 ma a 1111C1 W MOD 500- 7/4-11 INN 70 MI OIR 500- 275 -00, r5 7181 re .0•0 715248 977 -51 -1a IMO 375 Mae 11401 III. 14810 500 -81 -05 1740 01 74101 W 13557 $00 -575 -01 MN 00 MP At 11-01 • :cs:•ii 17407 Iw 73754 1119-1111-14. IS s 14140 71W0 Na 15151 500 -3)1-02 77111 17, 11 e. c 104 -452- 01.02.05 !Darn 500 -181- 500•.07-07 48-41-00. M 000401 -08/ 205 7514 10440 R: \Turth\f195- O6\Diayrona\Aant (sgd y &7/29 /2005 daa