HomeMy WebLinkAboutCity Council Resolution 12-036 Ordering Improvements and Confirming Diagram and Assessment for FY 201213 LLAD 2012-06-06RESOLUTION NO. 12-036
A RESOLUTION ORDERING
THE IMPROVEMENTS AND CONFIRMING
THE DIAGRAM AND ASSESSMENT
FISCAL YEAR 2012-2013
CITY OF SARATOGA LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT LLA -1
RESOLVED, by the City Council of the City of Saratoga, California, as follows:
WHEREAS, on the 7th day of March, 2012, said Council adopted its Resolution No. 12-
014, "A Resolution Describing Improvements and Directing Preparation of Engineer's Report for
Fiscal Year 2012-2013" for the City of Saratoga Landscaping and Lighting Assessment District
LLA -1, pursuant to the Landscaping and Lighting Act of 1972, and directed the City Assessment
Engineer to prepare and file with the Clerk of this City a written report called for under said Act
and by said Resolution No. 12-014; and
WHEREAS, said report was duly made and filed with the Clerk of said City, whereupon
said Clerk presented it to the City Council for its consideration; and
WHEREAS, said Council thereupon duly considered said report and each and every part
thereof and found that it contained all the matters and things called for by the provisions of said
Act and said Resolution No. 12-014, including (1) plans and specification of the existing
improvements and the proposed new improvements; (2) estimate of costs; (3) diagram of the
District; and (4) an assessment according to benefits; all of which were done in the form and
manner required by said Act; and
WHEREAS, said Council found that said report and each and every part thereof was
sufficient in every particular and determined that it should stand as the report for all subsequent
proceedings under said Act, whereupon said Council pursuant to the requirements of said Act,
appointed Wednesday, the 6th day of June, 2012, at the hour of 7:00 p.m. of said day in the City
Council Chambers at 13777 Fruitvale Avenue, Saratoga, California, as the time and place for
hearing protests in relation to the levy and collection of the proposed assessments for said
improvements, including the maintenance or servicing, or both, thereof, for Fiscal Year 2012-
2013, and directing said Clerk to give notice of said hearing as required by said Act; and
WHEREAS, it appears that notices of said hearing were duly and regularly published and
posted in the time, form and manner required by said Act, as evidenced by the Affidavits and
Certificates on file with said Clerk, and that all notices and ballots required by Article XIIID,
Section 4(c) and (d) of the California Constitution, were mailed to all property owners of record
subject to the assessment at least 45 days prior to the date of the public hearing on the proposed
assessment or increase, as evidenced by the Affidavit and Certificates on file with the City Clerk,
whereupon said hearing was duly and regularly held at the time and place stated in said notice;
and
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WHEREAS, persons interested, objecting to or in favor of, said improvements, including
the maintenance or servicing, or both, thereof, or to the extent of the assessment district, or any
zones therein, or to the proposed assessment or diagram or to the Engineer's estimate of costs
thereof, and all persons desiring to be heard were given an opportunity to be heard, and all
matters and things pertaining to the levy and collection of the assessments for said
improvements, including the maintenance or servicing, or both, thereof, were fully heard and
considered by said Council;
NOW, THEREFORE, it is hereby found, determined and ordered, as follows:
1. That the public interest, convenience and necessity require and said Council does
hereby order the levy and collection of assessments pursuant to said Act, for the construction or
installation of the improvements, including the maintenance or servicing, or both, thereof, more
particularly described in said Engineer's Report and made a part hereof by reference thereto.
2. That the City of Saratoga Landscaping and Lighting Assessment District LLA -1
and the boundaries thereof benefited and to be assessed for said costs for the construction or
installation of the improvements, including the maintenance or servicing, or both, thereof, are
situate in Saratoga, California, and are more particularly described by reference to a map thereof
on file in the office of the Clerk of said City. Said map indicates by a boundary line the extent of
the territory included in said District and any zone thereof and the general location of said
District.
3. That the plans and specifications for the existing improvements and for the
proposed improvements to be made within the assessment district or within any zone thereof
contained in said report, be, and they hereby are, finally adopted and approved.
4. That the Engineer's estimate of the itemized and total costs and expenses of said
improvements, maintenance and servicing thereof, and of the incidental expenses in connection
therewith, contained in said report, be, and it hereby is, finally adopted and approved.
5. That the public interest and convenience require, and said Council does hereby
order the improvements to be made as described in and in accordance with said Engineer's
Report, reference to which is hereby made for a more particular description of said
improvements.
6. That the diagram showing the exterior boundaries of the assessment district
referred to and described in said Resolution No. 12-014, and also the boundaries of any zones
therein and the lines and dimensions of each lot or parcel of land within said District as such lot
or parcel of land is shown on the County Assessor's maps for the fiscal year to which it applies,
each of which lot or parcel of land has been given a separate number upon said diagram, as
contained in said report, be, and it hereby is, finally approved and confirmed.
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7. That the assessment of the total amount of the costs and expenses of said
improvements upon the several lots or parcels of land in said District in proportion to the
estimated benefits to be received by such lots or parcels, respectively, from said improvements,
and the maintenance or servicing, or both, thereof and of the expenses incidental thereto
contained in said report be, and the same hereby is, finally approved and confirmed.
8. That said Engineer's Report for Fiscal Year 2012-2013 be, and the same hereby is,
finally adopted and approved as a whole.
9. That the City Clerk shall forthwith file with the Auditor of Santa Clara County the
said assessment, together with said diagram thereto attached and made a part thereof, as
confirmed by the City Council, with the certificate of such confirmation thereto attached and the
date thereof.
10. That the order for the levy and collection of assessment for the improvements and
the final adoption and approval of the Engineer's Report as a whole, and of the plans and
specifications, estimate of the costs and expenses, the diagram and the assessment, as contained
in said Report, as hereinabove determined and ordered, is intended to and shall refer and apply to
said Report, or any portion thereof, as amended, modified, revised or corrected by, or pursuant to
and in accordance with any resolution or order heretofore duly adopted or made by this Council.
Passed and adopted by the City Council of the City of Saratoga, California, at a meeting
thereof held on the 6th day of June 2012, by the following vote:
AYES: Council Member Manny Cappello, Emily Lo, Howard Miller, Vice Mayor Jill
Hunter, Mayor Chuck Page
NOES: None
ABSENT: None
ABSTAIN: None
ATTEST:
DATE:
Crystal Morrow, City Clerk
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MUNICIPALITIES I SCHOOL DISTRICTS I CITIES 1 COUNTIES I PARK & RECREATION I WATER DISTRICTS I MUNICIPALITIES I SCHOOL DISTRICTS I COMMUNITIES
KOPPEL RIMER
PUBLIC FINANCE
334 VIA VERA CRUZ, SUITE 256
SAN MARCOS
CALIFORNIA 92078
T. 760.510.0290
F. 760.510.0288
CITY OF SARATOGA
LANDSCAPING & LIGHTING DISTRICT LLA- 1
ENGINEER'S REPORT
FISCAL YEAR 2012/2013
APRIL 9, 2012
TABLE OF CONTENTS
SECTION I. OVERVIEW 1
SECTION II. PLANS AND SPECIFICATION 3
SECTION III. PROPOSED FISCAL YEAR 2012/2013 BUDGET 6
A. ESTIMATED FISCAL YEAR 2012/2013 BUDGET 6
SECTION IV. METHOD OF APPORTIONMENT 12
A. GENERAL 12
B. BENEFIT ANALYSIS 12
C. ASSESSMENT METHODOLOGY 13
D. RATES 14
E. ASSESSMENT RANGE FORMULA 15
SECTION V. ASSESSMENT ROLL 16
SECTION VI. ASSESSMENT DIAGRAM 18
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"). The District currently consists of 25
Zones which are budgeted separately and the properties within each 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
2012/2013 Engineer's Report for the District.
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 District beginning in the fiscal year
commencing July 1, 2012 and ending June 30, 2013 to pay for the operation,
maintenance and servicing of landscaping and public lighting improvements within the
District. The proposed assessments are based on the City's estimate of the costs for Fiscal
Year 2012/2013 to maintain the improvements that provide a special benefit to properties
assessed within the District. The assessment rates set for Fiscal Year 2012/2013 as set forth
in this Engineer's Report, do not exceed the maximum rates established at the time each of
the Zones were established and/or balloted for compliance with Proposition 218, therefore,
the City and the District are not required to go through a property owner ballot procedure in
order to establish the 2012/2013 assessment rates.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 1
Fiscal Year 2012/2013 Engineer's Report
B. Contents of Engineer's Report
This Report describes the District boundaries and the proposed improvements to be
assessed to the property owners located within zones of the District. The Report is made
up of the following sections.
Section I. Overview — Provides a general introduction into the Report and provides
background on the District, zones and the assessments.
Section II. Plans and Specifications — Contains a general description of the
improvements that are maintained and serviced by each of the zones within the District.
Section III. Proposed Fiscal Year 2012/2013 Budget — Identifies the cost of the
maintenance and services to be provided by each zone within the District 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 District showing the
boundaries of the District and the zones.
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 and may order the collection of assessments for Fiscal Year
2012/2013.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 2
Fiscal Year 2012/2013 Engineer's Report
SECTION II. PLANS AND SPECIFICATION
A. General Description of the District
The District currently consists of 25 Zones located within the City. Each Zone
incorporates specific improvements that were established at the time of development of
the properties within the Zone or were installed for the benefit of the properties within the
Zone. Some Zones are currently not levied based on the current reserves and other
revenue sources such as property taxes available to the Zones. The Assessment Diagram
is included in Section IV of this report.
Zone 32 now includes Assessor's Parcel Number 366-12-072 in addition to the other 11
APNs that were levied last year. This new parcel is being annexed by unanimous consent
of the property owner and is included in this Engineer's Report for the first time for this
Fiscal Year.
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
1
(Manor Drive Landscape District) Landscape maintenance of the Manor Drive
median and Saratoga -Sunnyvale Road frontage along Tract 3822.
2
(Fredericksburg Landscape District) Landscape maintenance along the Cox
Avenue frontage of Tracts 3777, 4041 and 4042.
3
(Greenbriar Landscape District) Landscape maintenance of the Seagull Way
entrance to Tracts 4628, 4725 and 4726 and the common areas along Goleta
Avenue and Guava Court.
City of Saratoga Landscaping & Lighting District LLA - 1
Fiscal Year 2012/2013 Engineer's Report
Page 3
Zone
Improvements
4
(Quito Lighting District) Street lighting and landscape maintenance in the El
Quito Park residential neighborhood: Tracts 669, 708, 748, 6785, 7833 and
8700.
5
(Azule Lighting District) Street lighting in the Azule Crossing residential
neighborhoods: Tracts 184, 485, 787, 1111, and 1800.
6
(Sarahills Lighting District) Street lighting in the Sarahills residential
neighborhood: Tracts 3392 and 3439.
7
(Village Lighting District) Street lighting in four separate residential
neighborhoods surrounding Saratoga Village, and in Saratoga Village. Includes
all or a portion of Cunningham Acres, La Paloma Terrace, Mary Springer #1 and
#2, McCartysville, Saratoga Park, Williams, and Tracts 270, 336, 416, 2399,
2502, 4477, 5350, 5377, 5503, 5676, 6419, 6431 and Saratoga Village.
9
(McCartysville Landscape District) Landscape maintenance along the Saratoga -
Sunnyvale Road frontage of Tract 5944.
10
(Tricia Woods Landscape District) Landscape maintenance along the Saratoga -
Sunnyvale Road frontage of Tract 7495 (Maintenance and water shared with
Zone 27).
11
(Arroyo de Saratoga Landscape District) Landscape maintenance of the Via
Monte entrances to all or a portion of Tracts 2694, 2835, 3036 and 4344.
12
(Leutar Court Landscape District) Landscape maintenance of the Leutar Court
frontage in Tract 6996.
15
(Bonnet Way Landscape District) Monthly landscape maintenance along Bonnet
Way of Tract 5462.
16
(Beauchamps Landscape District) Landscaping and lighting of the Prospect
Road entrance to the Beauchamps subdivision, Tract 7763.
17
(Sunland Park Landscape District) Landscape maintenance along Quito Road
frontage of Tracts 976 and 977.
22
(Prides Crossing Landscape District) Periodic landscape maintenance along
Prospect Road between the Route 85 overcrossing and Saratoga Creek. Includes
all properties bordered by Route 85, Prospect Road and Saratoga Creek with the
exception of the Brookview neighborhood (Tracts 1493, 1644, 1695, 1727, 1938,
and 1996).
24
(Village Commercial Landscape Maintenance District) Routine maintenance of
Village Parking Districts 1-4 and Big Basin Way landscaping.
25
(Saratoga Legends Landscape District) Landscape maintenance along the
Saratoga -Sunnyvale Road frontage of, and pedestrian pathways within Tract
8896.
26
(Bellgrove Landscape and Lighting District) Landscape maintenance of common
area and lighting associated with Tract 8700.
27
(Cunningham Place/Glasgow Court Landscape District) Landscape maintenance
along the Saratoga -Sunnyvale Road frontage of Tracts 6199 and 7928.
(Maintenance and water shared with Zone 10).
28
(Kerwin Ranch Landscape District) Landscape maintenance along the Fruitvale
Avenue and Saratoga Avenue frontages of Tracts 8559 and 8560.
29
(Tollgate Landscape and Lighting District) Maintenance of the common area
City of Saratoga Landscaping & Lighting District LLA - 1
Fiscal Year 2012/2013 Engineer's Report
Page 4
Zone
Improvements
landscape and lighting improvements along Tollgate Road at the entrance to
Tracts 3946 and 5001.
31
(Horseshoe Drive Landscape and Lighting District) Landscape maintenance
along the Saratoga -Los Gatos Road frontage of Tract 247.
32
(Gateway Landscape and Lighting District) Landscape maintenance of frontage
along Saratoga -Sunnyvale Road between Prospect Road and the Union Pacific
railroad tracks.
33
(Carnelian Glen Landscape and Lighting District) Maintenance of landscaping
along the Saratoga -Los Gatos Road frontage of APNs 397-21-031 and 397-37-
015.
34
(Westbrook Landscaping & 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 Landscaping & Lighting District LLA - 1 Page 5
Fiscal Year 2012/2013 Engineer's Report
SECTION III. PROPOSED FISCAL YEAR 2012/2013 BUDGET
A. Estimated Fiscal Year 2012/2013 Budget
A summary of the proposed District fiscal year 2012/2013 budget is summarized, by
category, in the Tables shown below:
Zone Number
Operations
Repairs
Maintenance
Water
Electric
Subtotals
City Costs
Total Costs
Revenue Sources
Carryover
Property Tax
Subtotals
Net Cost
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
Assessment Per Parcel
Rounded Assessment Per Parcel
Maximum Assessment Per Parcel
Zone Budgets
ZONE I ZONE 2 ZONE 3 ZONE 4
$5,000.00 $5,000.00 $25,000.00
$1,560.00 $1,224.00 $2,760.00
$400.00 $250.00 $1,250.00
$0.00 $0.00 $0.00
$6,960.00 $6,474.00 $29,010.00
$85,000.00
$900.00
$0.00
$15,100.00
$101,000.00
$1,370.00 $3,550.00 $8,280.00 $18.400.00
$8,330.00 S10,024.00 $37,290.00 $119,400.00
$8,776.00 $10,281.00 $17,138.00 $110,809.00
$3.150.00 $600.00 $4,800.00 $47,450.00
$11,926.00 $10,881.00 $21,938.00 $158,259.00
($3,596.00) ($857.00) $15,352.00 ($38,859.00)
$6,000.00 $6,000.00 $5,000.00 $38,859.00
0.00 $0.00 $0.00 $0.00
$2,404.00 $5,143.00 $20,352.00 $0.00
29 85 176
$82.90
$82.90
$134.69
$60.51
$60.50
$98.99
$115.64
$115.64
$118.80
698
$0.00
$0.00
$0.00
1. City Costs includes for all Zones administration and indirect costs. It also includes maintenance
costs for the Zones that utilize City Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 6
Fiscal Year 2012/2013 Engineer's Report
Zone Number
Operations
Repairs
Maintenance
Water
Electric
Subtotals
City Costs
Total Costs
Revenue Sources
Carryover
Property Tax
Subtotals
Net Cost
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
Assessment Per Parcel
Rounded Assessment Per Parcel
Maximum Assessment Per Parcel
Zone Budgets, Cont.
ZONE 5
ZONE 6 ZONE 7 ZONE 9
$50,000.00 $8,500.00 $10,000.00 $10,000.00
$0.00 $0.00 $0.00 $3,000.00
$0.00 $0.00 $0.00 $1,550.00
$3,000.00 $3,500.00 $34,000.00 $225.00
$53,000.00 $12,000.00 $44,000.00 $14,775.00
$5,400.00 $2 280.00 $19,120.00 81.940.00
$58,400.00 $14,280.00 $63,120.00 $16,715.00
$210,258.00
$24,500.00
$234,758.00
$16,423.00 $12,156.00 $10,466.00
$0.00 $59,000.00 $0.00
$16,423.00 $71,156.00 $10,466.00
($176,358.00) ($2,143.00) ($8,036.00) $6,249.00
$176,358.00
$0.00
$8,500.00 $8,036.00 $7,500.00
$0.00 $0.00 $0.00
S0.00 S6,357.00 $0.00 $13,749.00
120
9.00
$0.00
s0.00
64
$99.33
$99.32
$148.49
781
$0.00
$0.00
s0.00
48
$286.44
$286.44
$323.25
1. City Costs includes for all Zones administration and indirect costs. It also includes maintenance
costs for the Zones that utilize City Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 7
Fiscal Year 2012/2013 Engineer's Report
Zone Number
Operations
Subtotals
City Costs
Total Costs
Zone Budgets, Cont.
ZONE 10 ZONE 11 ZONE 12 ZONE 15
Repairs $550.00 $15,000.00 $2,500.00 $450.00
Maintenance $408.00 $816.00 $900.00 $1,020.00
Water $1,000.00 $600.00 $750.00 $1,500.00
Electric $125.00 $0.00 $0.00 $0.00
$2,083.00 $16,416.00 $4,150.00 $2,970.00
S770.00 $10 500.00 $770.00 $1,730.00
$2,853.00 $26,916.00 $4,920.00 $4,700.00
Revenue Sources
Carryover $791.00 $30,026.00 $7,343.00 ($243.00)
Property Tax $0.00 $0.00 $0.00 $0.00
Subtotals $791.00 $30,026.00 $7,343.00 ($243.00)
Net Cost $2,062.00 ($3,110.00) ($2,423.00) S4,943.00
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
Assessment Per Parcel
Rounded Assessment Per Parcel
Maximum Assessment Per Parcel
S500.00 $20,000.00 $6,000.00 $275.00
S0.00 $0.00 $0.00 $0.00
S2,562.00 $16,890.00 $3,577.00 $5,218.00
9 250 9 41
$284.67 S67.56 $397.44 $127.27
$284.66 $67.56 $397.44 $127.26
$287.66 $98.99 $493.86 $127.30
1. City Costs includes for all Zones administration and indirect costs. It also includes maintenance
costs for the Zones that utilize City Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 8
Fiscal Year 2012/2013 Engineer's Report
Zone Number
Operations
Subtotals
City Costs
Total Costs
Zone Budgets, Cont.
ZONE 16 ZONE 17 ZONE 22 ZONE 24
Repairs $6,500.00 $8,500.00 $10,000.00 $0.00
Maintenance $816.00 $3,120.00 $4,860.00 $0.00
Water $1,400.00 $1,500.00 $2,000.00 $4,000.00
Electric $500.00 $0.00 $1,000.00 $0.00
$9,216.00 $13,120.00 $17,860.00 $4,000.00
$3,750.00 $9,000.00 $29,400.00 $27,600.00
$12,966.00 $22,120.00 $47,260.00 $31,600.00
Revenue Sources
Carryover $10,769.00 $18,797.00 $10,951.00 ($1,612.00)
Property Tax $0.00 $0.00 $0.00 $34,000.00
Subtotals $10,769.00 $18,797.00 $10,951.00 $32,388.00
Net Cost $2,197.00 $3,323.00 $36,309.00 ($788.00)
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
Assessment Per Parcel
Rounded Assessment Per Parcel
Maximum Assessment Per Parcel
$7,000.00 $12,500.00 $12,000.00 $788.00
$0.00 $0.00 $0.00 $0.00
$9,197.00 $1,823.00 $48,309.00 $0.00
55 200 864 132
$167.22
$167.22
$178.20
$79.12
$79.12
$107.75
$55.91
$55.90
$98.99
$0.00
$0.00
$0.00
1. City Costs includes for all Zones administration and indirect costs. It also includes maintenance
costs for the Zones that utilize City Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 9
Fiscal Year 2012/2013 Engineer's Report
Zone Number
Operations
Zone Budgets, Cont.
ZONE 25 ZONE 26 ZONE 27 ZONE 28
Repairs $4,000.00 $25,000.00 $12,000.00 $3,500.00
Maintenance $1,980.00 $20,520.00 $1,620.00 $3,240.00
Water $2,200.00 $15,000.00 $800.00 $2,800.00
Electric $100.00 $5,000.00 $75.00 $75.00
Subtotals $8,280.00 $65,520.00 $14,495.00 $9,615.00
City Costs ' $950.00 $5,700.00 $1,430.00 8980.00
Total Costs $9,230.00 S71,220.00 $15,925.00 $10,595.00
Revenue Sources
Carryover $3,863.00 $50,941.00 $13,967.00 $1,469.00
Property Tax $0.00 $0.00 $0.00 $0.00
Subtotals $3,863.00 $50,941.00 $13,967.00 $1,469.00
Net Cost $5,367.00 $20,279.00 $1,958.00 $9,126.00
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
$4,000.00 $50,000.00 $5,000.00 $2,000.00
80.00 $0.00 $0.00 $0.00
89,367.00 $70,279.00 $6,958.00 811,126.00
15 94 31 16
Assessment Per Parcel $624.47 $747.65 $224.45 $695.38
Rounded Assessment Per Parcel $624.46 $747.64 $224.44 $695.38
Maximum Assessment Per Parcel $643.47 8940.46 $269.39 $718.35
1. City Costs includes for all Zones administration and indirect costs. It also includes maintenance
costs for the Zones that utilize City Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 10
Fiscal Year 2012/2013 Engineer's Report
Zone Budgets, Cont.
Zone Number
Operations
Repairs
Maintenance
Water
Electric
Subtotals
City Costs
Total Costs
Revenue Sources
Carryover
Property Tax
Subtotals
Net Cost
Carryover not recovered
Carryover not reimbursed
Net Assessment
No. of Parcels
Assessment Per Parcel
Rounded Assessment Per Parcel
Maximum Assessment Per Parcel
1. City Costs includes for all Zones
costs for the Zones that utilize City
ZONE 29 ZONE 31 ZONE 32 ZONE 33 ZONE 34
$5,000.00 $1,300.00 $7,500.00 $750.00 $750.00
$960.00 $3,840.00 $1,224.00 $816.00 $600.00
$800.00 $1,500.00 $3,000.00 $200.00 $0.00
$2,500.00 $125.00 $1,000.00 $0.00 $0.00
$9,260.00 $6,765.00 $12,724.00 $1,766.00 $1,350.00
$6,550.00 $3,600.00 $1,050.00 $1,100.00 $1,880.00
S15,810.00 $10,365.00 $13,774.00 52,866.00 53,230.00
$12,485.00 ($5,574.00) $7,854.00 $1,102.00 S0.00
$0.00 $0.00 $0.00 $0.00 $0.00
$12,485.00 ($5,574.00) $7,854.00 $1,102.00 $0.00
$3,325.00 $15,939.00 $5,920.00 51,764.00 $3,230.00
$7,000.00 ($4,900.00) $8,500.00 $2,000.00 $500.00
$0.00 $0.00 $0.00 $0.00 $0.00
$10,325.00 $11,039.00 $14,420.00 $3,764.00 $3,730.00
61 52 12 20 92
$169.26 $212.29 Various $188.20 $40.54
$169.26 $212.28 Various $188.20 $40.54
$188.56 $212.72 $14,461.00 $194.48 $41.39
administration and indirect costs. It also includes maintenance
Staff for maintenance.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 11
Fiscal Year 2012/2013 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 Article XIIID, 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. In the absence of the District, the work and improvements would not be otherwise
accomplished by the City or the City's contractors. Therefore, the improvements are
deemed to have no general benefit to property outside of the District.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 12
Fiscal Year 2012/2013 Engineer's Report
C. Assessment Methodology
To establish the special benefit to the individual lots or parcels within each 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.
Zones 1 through 7, 9 through 12, 15 through 17, 22, 25 through 29, 31, 33 and 34
The cost of Improvements shall be spread equally to all of the lots or parcels of land
located within each said respective Zone.
Zone 24
Street Lights & Street Trees
Costs shall be spread to all the lots or parcels of land located with the Zone
proportional to usable parcel area.
Village Parking District (VPD)
The costs related to the VPD shall be spread to all the lots or parcels of land in
commercial use located within said Zone, proportional to the number of parking
spaces existing in the VPD parking lots that are assigned to each parcel within the
Zone, rounded to the nearest one tenth (0.1) of a parking space. Spaces shall be
assigned by adding the total number of spaces in the VPD parking lots and the total
private spaces existing on assessable parcels, distributing this sum proportionally by
weighted building area, and deducting the number of private spaces, if any, from
the resulting number for each parcel. Weighted building area shall be defined as
actual building area multiplied by a factor dependent on parcel us as follows:
Land Use
Factor
Retail
1.0 _
Office/Service
0.5
Restaurant
2.0
Zone 32
The cost of Improvements shall be spread proportionally to the frontage on
Saratoga -Sunnyvale Road of each of the lots or parcels of land located within the
Zone.
Zones 0, 8, 13, 14, 18 through 21, 23 and 30 have been either detached or merged
with other zones. A portion of Zone 4 was redesignated as Zone 26 in 1997.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 13
Fiscal Year 2012/2013 Engineer's Report
D. Rates
The table below shows the maximum assessments rates that could be levied in fiscal year
2012/2013 by land use. Each base year represents the year the parcels were balloted for
Proposition 218 purposes and from which the escalation factor as described in Section E.
below begins. See Section III Proposed Fiscal Year 2012/2013 Budget above for the
proposed assessments by Zone fiscal year 2012/2014.
Maximum Assessments
Zone
Base Fiscal Year
1999/2000
Fiscal Year
2012/2013
2
$52.50
$98.99
3
$63.00
$118.80
6
$78.75
$148.49
11
$52.50
$98.99
16
$94.50
$178.20
22
$52.50
$98.99
25
$341.25
$643.47
26
$498.75
$940.46
29
$100.00
$188.56
Zone
Base Fiscal Year
2000/2001
Fiscal Year
2012/2013
1
$75.00
$134.69
9
$180.00
$323.25
12
$275.00
$493.86
17
$60.00
$107.75
27
$150.00
$269.39
28
$400.00
$718.35
City of Saratoga Landscaping & Lighting District LLA - 1 Page 14
Fiscal Year 2012/2013 Engineer's Report
Base Fiscal Year
Fiscal Year
Zone
2008/2009
2012/2013
31
$175.00
$212.72
33
$160.00
$194.48
City of Saratoga Landscaping & Lighting District LLA - 1 Page 14
Fiscal Year 2012/2013 Engineer's Report
Base Fiscal Year
Fiscal Year
Zone
2010/11
2012/2013
34
$39.42
$41.39
City of Saratoga Landscaping & Lighting District LLA - 1 Page 14
Fiscal Year 2012/2013 Engineer's Report
Maximum Assessments - Zone 32
APN
Front
Feet
Fiscal
Year
2004/2005
Fiscal Year
2012/2013
366-12-054
110
$1,052.16
$1,554.53
366-12-065
118
$1,125.66
$1,663.11
366-12-066
160
$1,511.48
$2,233.15
366-12-072'
100
$1,418.80
366-22-023
149
$1,410.44
$2,083.86
386-30-035
106
$1,015.42
$1,500.24
386-30-036
0
$41.66
$61.55
386-30-037
50
$500.98
$740.17
386-30-038
50
$500.98
$740.17
386-30-039
100
$960.30
$1,418.80
386-52-032
75
$730.64
$1,079.49
386-52-033
75
$730.64
$1,079.49
Totals
1,093
$9,580.36
$15,573.36
1. This is a new parcel that is being annexed by unanimous consent of
the property owner and will be assessed in fiscal year 2012/2013
E. 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 District 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. The Assessment Range Formula applies to all
Zones except for Zones 10 and 15 which do not have an annual escalator.
• City of Saratoga Landscaping & Lighting District LLA - 1 Page 15
Fiscal Year 2012/2013 Engineer's Report
SECTION V. ASSESSMENT ROLL
Parcel identification, for each lot or parcel within the District 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 District, along with the proposed assessment amounts and
zone, has been submitted to the City Clerk, under a separate cover, and by reference is made part
of this Report. 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
2012/2013. 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 Landscaping & Lighting District LLA - 1 Page 16
Fiscal Year 2012/2013 Engineer's Report
City of Saratoga Landscaping & Lighting District LLA - 1 Page 17
Fiscal Year 2012/2013 Engineer's Report
SECTION VI. ASSESSMENT DIAGRAM
The parcels within the District consist of all lots, parcels and subdivisions of land located within
the Boundary of Landscaping and Lighting Assessment District LLA -1. Boundary maps of the
Zones are attached.
City of Saratoga Landscaping & Lighting District LLA - 1 Page 18
Fiscal Year 2012/2013 Engineer's Report
CITY OF SARATOGA
City of Saratoga
Landscaping & Lighting District LLA -1
Engineer's Report
Fiscal Year 2012/2013
The undersigned respectfully submits the enclosed Report as directed by City Council.
C. Stephen Bucknam Jr., C20903
Lyn Gruber
Koppel & Gruber Public Finance
City of Saratoga Landscaping & Lighting District LLA - 1 Page 19
Fiscal Year 2012/2013 Engineer's Report