HomeMy WebLinkAbout105-4. Engineer?s Report for Annexation of a New Zone.pdf
CITY OF SARATOGA WESTBROOK LANDSCAPING AND LIGHTING DISTRICT ANNEXATION TO LANDSCAPING & LIGHTING ASSESSMENT DISTRICT LLA-1, ZONE 34 ANNEXATION OF ZONE 34 ENGINEERS REPORT FISCAL YEAR
2011/2012 MARCH 28, 2011
TABLE OF CONTENTS SECTION I. OVERVIEW................................................................................................. 1 SECTION II. PLANS AND SPECIFICATION...........
.......................................................3 SECTION III. PROPOSED FISCAL YEAR 2011/2012 BUDGET.....................................4 A. ESTIMATED FISCAL YEAR 2011/2012
BUDGET .............................................4 SECTION IV. METHOD OF APPORTIONMENT............................................................5 A. GENERAL..............................
.................................................................................5 B. BENEFIT ANALYSIS ..................................................................................
..........5 C. ASSESSMENT METHODOLOGY........................................................................6 D. ASSESSMENT RANGE FORMULA.....................................................
................6 SECTION V. ASSESSMENT ROLL..................................................................................7 SECTION VI. ASSESSMENT DIAGRAM.................................
....................................... 11
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 1 Fiscal Year 2011/2012 Engineer’s Report SECTION I. OVERVIEW A. Introduction and Background In 1980, the City
of Saratoga (the “City”) formed the City of Saratoga Landscaping and Lighting Assessment District LLA-1 (the “District”). Since that time as property owners or developers have requested,
the City has annexed new Zones into the District. Property owners within the proposed Westbrook Landscaping & Lighting District petitioned the City to form and annex the area as Zone
34 into the District. The City desires to annex Zone 34 (the “Zone”) into the District. Zone 34 will be budgeted separately and the properties within the Zone are assessed annually for
their proportionate share of special benefit of the maintained improvements as further described in this Engineer’s Report. This report constitutes the Fiscal Year (“FY”) 2011/2012 Engineer’s
Report for the Annexation of Zone 34. The City Council pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code
of California, beginning with Section 22500 (“1972 Act”) and in compliance with the substantive and procedural requirements of the California State Constitution Article XIIIC and XIIID
(“Proposition 218”) and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) desires to levy and collect annual assessments
against lots and parcels within the Zone beginning in the fiscal year commencing July 1, 2011 and ending June 30, 2012 to pay for the operation, maintenance and servicing of landscaping
and public lighting improvements within the Zone. The proposed assessments are based on the City’s estimate of the costs for Fiscal Year 2011/2012 to maintain the improvements that provide
a special benefit to properties assessed within the Zone. The assessment rates set for Fiscal Year 2011/2012 as set forth in this Engineer’s Report, is the maximum rate, with consideration
of the escalator further described in Section IV, E of this report, established for the Zone and will be balloted for compliance with Proposition 218 in order to establish the 2011/2012
assessment rates.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 2 Fiscal Year 2011/2012 Engineer’s Report B. Contents of Engineer’s Report This Report describes the Zone 34
boundaries and the proposed improvements to be assessed to the property owners located within the Zone. The Report is made up of the following sections. Section I. Overview – Provides
a general introduction into the Report and provides background on the Zone and the assessment. Section II. Plans and Specifications – Contains a general description of the improvements
that are maintained and serviced by the Zone. Section III. Proposed Fiscal Year 2011/2012 Budget – Identifies the cost of the maintenance and services to be provided by the Zone including
incidental costs and expenses. Section IV. Method of Apportionment – Describes the basis in which costs have been apportioned to lots or parcels within each of the Zones within the District,
in proportion to the special benefit received by each lot or parcel. Section V. Assessment Roll – The assessment roll identifies the maximum assessment to be levied to each lot or parcel
within the District. Section VI. Assessment Diagram – Displays a diagram of the Zone. For this Report, each lot or parcel to be assessed, refers to an individual property assigned its
own Assessment Parcel Number (“APN”) by the Santa Clara County (“County”) Assessor’s Office as shown on the last equalized roll of the assessor. Following the conclusion of the Public
Hearing, the City Council will confirm the Report as submitted or amended, tabulate the ballots and may order the collection of assessments for Fiscal Year 2011/2012 if there is not
a majority protest.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 3 Fiscal Year 2011/2012 Engineer’s Report SECTION II. PLANS AND SPECIFICATION A. General Description of the District
The District is generally bounded by Prospect Road to the south, Johnson Avenue to the west, the Saratoga Creek to the east and to the north and generally include the parcels on the
north side of Brookhaven Drive moving to the east to Saratoga Creek. There are 92 assessable properties within Zone 34. B. Description of Services and Improvements to be Maintained The
District provides a funding mechanism for the ongoing maintenance, operation and servicing of landscaping and public lighting improvements that provide special benefit to each Zone.
These improvements may include, but are not limited to, the design, construction or installation, including the maintenance or servicing, or both, thereof, of landscaping, including
trees, shrubs, grass or other ornamental vegetation, statuary, fountains and other ornamental structures and facilities, and public lighting facilities for the lighting of any public
places, including traffic signals, ornamental standards, luminaries, poles, supports, tunnels, manholes, vaults, conduits, pipes, wires, conductors, guys, stubs, platforms, braces, transformers,
insulators, contacts, switches, capacitors, meters, communication circuits, appliances, attachments and appurtenances, including the cost of repair, removal or replacement of all or
any part thereof, providing for the life, growth, health and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury;
the removal of trimmings, rubbish, debris and other solid waste; electric current or energy, gas or other illuminating agent for any public lighting facilities or for the lighting or
operation of any other improvements; and the operation of any fountains or the maintenance of any other improvements. Maintenance services will be provided by City personnel and/or private
contractors. The proposed improvements to be maintained and services are generally described as follows: Zone Improvements 34 (Westbrook Landscaping and Lighting District) – Provides
for maintenance of landscaping along the Prospect Road frontage of Tracts 1222 and 1179 and lighting within both tracts.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 4 Fiscal Year 2011/2012 Engineer’s Report SECTION III. PROPOSED FISCAL YEAR 2011/2012 BUDGET A. Estimated Fiscal
Year 2011/2012 Budget A summary of the proposed District fiscal year 2011/2012 budget is summarized, by category, in the Table shown below: Zone Budget Zone Number ZONE 34 Administration
$459.03 Operations Wages $1,038.17 Contract Services $0.00 Repairs $300.00 Maintenance $1,500.00 Water $0.00 Electric $0.00 Subtotals $2,838.17 Indirect Costs $329.72 Total Costs $3,626.92
Carryover $0.00 Property Tax $0.00 Net Cost $3,626.92 Carryover not recovered $0.00 Carryover not reimbursed $0.00 Net Assessment $3,626.92 No. of Parcels 92 Assessment Per Parcel $39.42
Maximum Assessment Per Parcel $39.42
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 5 Fiscal Year 2011/2012 Engineer’s Report SECTION IV. METHOD OF APPORTIONMENT A. General The 1972 Act permits
the establishment of assessment districts by agencies for the purpose of providing certain public improvements, which include the construction, maintenance, and servicing of landscaping
and public lights and appurtenant facilities. Streets and Highways Code Section 22573 requires that maintenance assessments be levied according to benefit rather than the assessed value.
“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 all assessable lots
or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.” In addition, Article XIIID and the Implementation Act require that
a parcel’s assessment may not exceed the reasonable cost for the proportional special benefit conferred to that parcel. A special benefit is a particular and distinct benefit over and
above general benefits conferred on property located within the assessment district. Article XIIID and the Implementation Act further provides that only special benefits are assessable
and the City must separate the general benefits from the special benefits. They also require that publicly owned properties which specifically benefit from the improvements be assessed.
B. Benefit Analysis Each of the proposed improvements and the associated costs and assessments within the District has been reviewed, identified and allocated based on special benefit
pursuant to the provisions of Proposition 218, the Implementation Act, and the Streets and Highways Code Section 22573. Proper maintenance and operation of the Improvements provide special
benefit to properties by providing; 1. Community character by helping to identify, distinguish and enhance these neighborhoods, including the entrances; 2. Improved quality of life by
reducing the potential for graffiti, eliminating dust and litter, providing sound attenuation, eliminating potential for blight, and providing added security and safety through lighting
and an added City presence; 3. While properties outside of the Zone may experience aesthetic benefits due to the improved maintenance of landscaping and lighting throughout the District,
these benefits are ancillary to the specific benefits that are provided to the properties within the Zone. In addition, any general benefits to properties outside the District are so
minor as to be impossible to quantify.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 6 Fiscal Year 2011/2012 Engineer’s Report C. Assessment Methodology To establish the special benefit to the individual
lots or parcels within the District and the proposed Zone the assessment methodology has been established as follows: Administrative costs shall be spread equally to all of the lots
or parcels of land assessed within the District. The cost of Improvements shall be spread equally to all of the lots or parcels of land located within the Zone. It is estimated that
each of the parcels within the Zone will receive an equal special benefit from the services provided within the Zone, as the parcels each benefit from having the main entrance to the
two tracts along Prospect Road maintained along with the lighting improvements throughout the Zone. No parcel will receive a greater or lesser benefit from the ongoing maintenance, operation
and servicing of landscaping and public lighting improvements, and therefore the assessment will be distributed equally among the parcels. D. Assessment Range Formula The purpose of
establishing an Assessment Range Formula is to provide for reasonable inflationary increases to the annual assessments without requiring the Zone to go through an expensive balloting
process required by law in order to get a small increase. The maximum assessment for each parcel shall be the amount calculated for the previous year multiplied by 1.05. The Maximum
Assessment adjusted annually by this formula is not considered an increased assessment. Although the Maximum Assessment will increase each year, the actual assessment will only reflect
the necessary budgeted amounts and may remain unchanged. Increases in the budget or an increase in the rate in one year from the prior year will not require a new 218 balloting unless
the rate is greater than the Maximum Assessment adjusted to reflect the 1.05 increase as described above.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 7 Fiscal Year 2011/2012 Engineer’s Report SECTION V. ASSESSMENT ROLL Parcel identification, for each lot or parcel
within the Zone shall be the parcel as shown on the County Assessor's map for the year in which this Report is prepared. A listing of parcels assessed within the Zone, along with the
proposed assessment amounts, are shown below. Said listing of parcels to be assessed shall be submitted to the County Auditor/Controller and included on the property tax roll for each
parcel in Fiscal Year 2011/2012. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, a corrected
parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel
or parcels shall be based on the method of apportionment and assessment rate approved in this Report. Therefore, if a single parcel has changed to multiple parcels, the assessment amount
applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original
assessment.
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 8 Fiscal Year 2011/2012 Engineer’s Report Westbrook Landscaping & Lighting District Zone 34 of Landscaping &
Lighting District LLA-1 APN Zone # Diagram Sheet No. Assessment as Preliminary Approved Assessment as Finally Confirmed 378-21-001 Zone 34 Zone 34 $39.42 378-21-002 Zone 34 Zone 34 $39.42
378-21-003 Zone 34 Zone 34 $39.42 378-21-004 Zone 34 Zone 34 $39.42 378-21-005 Zone 34 Zone 34 $39.42 378-21-006 Zone 34 Zone 34 $39.42 378-21-007 Zone 34 Zone 34 $39.42 378-21-008 Zone
34 Zone 34 $39.42 378-21-009 Zone 34 Zone 34 $39.42 378-21-010 Zone 34 Zone 34 $39.42 378-21-011 Zone 34 Zone 34 $39.42 378-24-001 Zone 34 Zone 34 $39.42 378-24-002 Zone 34 Zone 34 $39.42
378-24-003 Zone 34 Zone 34 $39.42 378-24-004 Zone 34 Zone 34 $39.42 378-24-005 Zone 34 Zone 34 $39.42 378-24-006 Zone 34 Zone 34 $39.42 378-24-007 Zone 34 Zone 34 $39.42 378-24-008 Zone
34 Zone 34 $39.42 378-24-009 Zone 34 Zone 34 $39.42 378-24-010 Zone 34 Zone 34 $39.42 378-24-24-011 Zone 34 Zone 34 $39.42 378-24-012 Zone 34 Zone 34 $39.42 378-24-013 Zone 34 Zone 34
$39.42 378-24-014 Zone 34 Zone 34 $39.42 378-24-015 Zone 34 Zone 34 $39.42 378-24-016 Zone 34 Zone 34 $39.42 378-24-017 Zone 34 Zone 34 $39.42 378-24-018 Zone 34 Zone 34 $39.42 378-24-019
Zone 34 Zone 34 $39.42 378-24-020 Zone 34 Zone 34 $39.42 378-24-021 Zone 34 Zone 34 $39.42
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 9 Fiscal Year 2011/2012 Engineer’s Report APN Zone # Diagram Sheet No. Assessment as Preliminary Approved Assessment
as Finally Confirmed 378-24-022 Zone 34 Zone 34 $39.42 378-24-023 Zone 34 Zone 34 $39.42 378-24-024 Zone 34 Zone 34 $39.42 378-24-025 Zone 34 Zone 34 $39.42 378-24-026 Zone 34 Zone 34
$39.42 378-24-027 Zone 34 Zone 34 $39.42 378-24-028 Zone 34 Zone 34 $39.42 378-24-029 Zone 34 Zone 34 $39.42 378-24-030 Zone 34 Zone 34 $39.42 378-24-031 Zone 34 Zone 34 $39.42 378-24-032
Zone 34 Zone 34 $39.42 378-24-033 Zone 34 Zone 34 $39.42 378-24-034 Zone 34 Zone 34 $39.42 378-24-035 Zone 34 Zone 34 $39.42 378-24-036 Zone 34 Zone 34 $39.42 378-24-037 Zone 34 Zone
34 $39.42 378-24-038 Zone 34 Zone 34 $39.42 378-24-039 Zone 34 Zone 34 $39.42 378-24-040 Zone 34 Zone 34 $39.42 378-24-041 Zone 34 Zone 34 $39.42 378-24-042 Zone 34 Zone 34 $39.42 378-24-043
Zone 34 Zone 34 $39.42 378-24-044 Zone 34 Zone 34 $39.42 378-24-045 Zone 34 Zone 34 $39.42 378-24-046 Zone 34 Zone 34 $39.42 378-24-047 Zone 34 Zone 34 $39.42 378-24-048 Zone 34 Zone
34 $39.42 378-24-049 Zone 34 Zone 34 $39.42 378-24-050 Zone 34 Zone 34 $39.42 378-24-051 Zone 34 Zone 34 $39.42 378-24-052 Zone 34 Zone 34 $39.42 378-25-001 Zone 34 Zone 34 $39.42 378-25-002
Zone 34 Zone 34 $39.42 378-25-003 Zone 34 Zone 34 $39.42 378-25-004 Zone 34 Zone 34 $39.42 378-25-005 Zone 34 Zone 34 $39.42
City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 10 Fiscal Year 2011/2012 Engineer’s Report APN Zone # Diagram Sheet No. Assessment as Preliminary Approved Assessment
as Finally Confirmed 378-25-006 Zone 34 Zone 34 $39.42 378-25-007 Zone 34 Zone 34 $39.42 378-25-008 Zone 34 Zone 34 $39.42 378-25-009 Zone 34 Zone 34 $39.42 378-25-010 Zone 34 Zone 34
$39.42 378-25-011 Zone 34 Zone 34 $39.42 378-25-012 Zone 34 Zone 34 $39.42 378-25-013 Zone 34 Zone 34 $39.42 378-25-014 Zone 34 Zone 34 $39.42 378-25-015 Zone 34 Zone 34 $39.42 378-25-016
Zone 34 Zone 34 $39.42 378-25-017 Zone 34 Zone 34 $39.42 378-25-018 Zone 34 Zone 34 $39.42 378-25-019 Zone 34 Zone 34 $39.42 378-25-020 Zone 34 Zone 34 $39.42 378-25-021 Zone 34 Zone
34 $39.42 378-25-022 Zone 34 Zone 34 $39.42 378-25-023 Zone 34 Zone 34 $39.42 378-25-024 Zone 34 Zone 34 $39.42 378-25-025 Zone 34 Zone 34 $39.42 378-25-026 Zone 34 Zone 34 $39.42 378-25-027
Zone 34 Zone 34 $39.42 378-25-028 Zone 34 Zone 34 $39.42 378-25-029 Zone 34 Zone 34 $3
9.42 City of Saratoga Westbrook Landscaping & Lighting District, Zone 34 Page 11 Fiscal Year 2011/2012 Engineer’s Report SECTION VI. ASSESSMENT DIAGRAM The parcels within the Zone consist
of lots, parcels and subdivisions of land located on the boundary map attached.
DR. STEPHEN HECKMAN BROOKHURST MC KELLAR CT. DR. BROOKHAVEN DR. SHADYBROOK JOHNSON DR. CT. WALBROOK BROOKNOLL CT. BROOK SUNNYBROOK BROOKRIDGE CT. LN. CT. BROOKGLEN FERNBROOK CT. DR.
ROSPECT RD. PROSPECT RD. 37825006 37825021 37825014 37825009 37825004 37825017 37825005 37825011 37825012 37825020 37825022 37825010 37825003 37824003 37825013 37825002 37824026 37824001
37825018 37825001 37825007 37825023 37824018 37824004 37824009 37825008 37825024 37824007 37825016 37825015 37825019 37824037 37824008 37824029 37824036 37824027 37824033 37824014 37824038
37824005 37824006 37824013 37824028 37824010 37824030 37821011 37824002 37824032 37825025 37824015 37824016 37821001 37824048 37824034 37824017 37824020 37824042 37824025 37824043 37824047
37824011 37824040 37824041 37824039 37824035 37824023 37824022 37824024 37824021 37824012 37824019 37824052 37825026 37824031 37821010 37821009 37821008 37825028 37821007 37825027 37821006
37821005 37821004 37821003 37821002 37824045 37824050 37824044 37824049 37824051 37824046 37825029 City of Saratoga Landscape and Lighting District LLA-1 Assessment Diagram Zone 34 Zone
34 Property with Assessment Number. Zone 34 consists of 92 properties. ±