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HomeMy WebLinkAbout06-16-1999 Agenda 5BSARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. ~ C ~" MEETING DATE June 16.1999 ORIGINATING DEPT. Ci , Manager AGENDA ITEM CITY MANAGER: ~ PREPARED BY: Citti Mgr. SUBJECT: Continued Public Hearing -Landscaping and Lighting Assessment District LLA-1 Fiscal Year 1999-2000 RECOMMENDED MOTION(S): Please see attached report. REPORT SUMMARY: This public hearing was continued from the June 2, 1999 regular meeting to allow additional time for the property owners from the six zones who will be voting on proposed increased assessments, to submit their ballots. Attached is the staff report and attachments from the meeting of June 2 for your reference. FISCAL IMPACTS: Please see attached report. ADVERTISING, NOTICING AND PUBLIC CONTACT: Please see attached report. CONSEQUENCES OF NOT ACTING ON RECOMMENDED MOTION(S): Please see attached report. FOLLOW UP ACTIONS: Please see attached report. ATTACHMENTS: Staff report and attachments of June 2, 1999. Copy SARATOGA CITY COUNCIL EXECUTIVE SUMMARY NO. , ~ ~~ AGENDA ITEM MEETING DATE: JUNE 2, 1999 CITY MANAGER: i~ , ORIGINATING DEPT.: CITY MANAGER DEPT. HEAD: SUBJECT: Landscaping & Lighting Assessment District LLA-1 -Public Hearing, Approval of Engineer's Report, and Confirmation of Assessments for FI' 99-00 RECOMMENDED MOTION(S): Move to adopt the Resolution Ordering the Improvements and Confirming the Diagram and Assessments for FY 99-00. REPORT SUMMARY: Attached is the final Resolution which the Council must adopt to complete the renewal of the Landscaping and Lighting Assessment District LLA-1 for FY 99-00. Once adopted, the Resolution approves the Engineer's Report and confirms the assessments for the upcoming fiscal year. The Resolution can be considered by the Council only after the close of the Public Hearing and tabulation of ballots by the City Clerk. Recall that the property owners in six of the Zones within the District are voting on proposed increased assessments for the coming year under the requirements of Proposition 218. These are Zones 1, 9, 12, 17, 27 and 28. Until the ballots are tabulated, it is uncertain whether the proposed increased assessments can be approved by the City Council. If it turns out that the ballot results in any of these Zones fail to approve the increased assessments, the Council will face the tough choice of figuring out whether and how to continue providing the services of the District in these Zones. The options the Council will have are to: 1) discontinue providing the services and turn the responsibility back over to the property owners, 2) reduce the assessments to the previously approved maximum amount and fund the difference through some other means, or 3) continue the Public Hearing to June 16 in order to allow property owners who haven't voted the opportunity to still cast their votes, possibly resulting in a final vote in favor of the increased assessments. At this time, I am most concerned about the balloting in Zones 9 (McCartyville), 17 (Sunland Park), and 28 (Kerwin Ranch) because of the highly visible landscaping maintained through the assessment district in these neighborhoods. The Council should particularly consider how it would want to respond to a vote in opposition to the proposed increased assessments by the property owners in either of these three Zones. Attached to this report are the Preliminary Assessment Schedule for FY 99-00, and the schedule showing the history of the assessment amounts in each Zone since the inception of the assessment district. There have been no changes made to these two schedules since they were first provided to you on Apri17. FISCAL IMPACTS: All of the costs associated with the administration and operation of the Landscape & Lighting Assessment District are recovered via the assessments levied against the benefiting properties. Thus, the LLA does not.affect the General Fund. ADVERTISING, NOTICING AND PUBLIC CONTACT: The Resolution of Intention and Notice of Hearing have been published in the Saratoga News as prescribed by law. Additionally, the property owners in the six zones which are balloting have received notices and other information also prescribed by law. CONSEQUENCES OF NOT ACTING ON RECOMMENDED MOTION(S): The Resolution would not be adopted and the assessments would not be confirmed. If this occurs, the Council will need to direct staff accordingly. FOLLOW UP ACTIONS: The assessment roll will be finalized and transmitted to the County Auditor by August 10 for placement on the upcoming tax roll. ATTACHMENTS: 1. Resolution Confirming Assessments. 2. Schedules and Notices. RESOLUTION NO.99- A RESOLUTION ORDERING THE IMPROVEMENTS AND CONFIItMING THE DIAGRAM AND ASSESSMENT FISCAL YEAR 1999-2000 CITY OF SARATOGA LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT LLA-1 RESOLVED, by the City Council of the City of Sazatoga, California, as follows: WHEREAS, on the 17th day of February, 1999, said Council adopted its Resolution No. 99-10, "A Resolution Describing Improvements and Directing Preparation of Engineer's Report for Fiscal Year 1999-2000" 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 Engineer to prepare and file with the Clerk of this City a written report called for under said Act and by said Resolution No. 99-10; 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. 99-10, 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 2"d day of June, 1999, at the hour of 7:30 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 1999- 2000, 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 the notice and ballot 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 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, submitted ballots with the Clerk of said City at or before the conclusion of said hearing, 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; and WHEREAS, at the conclusion of the public hearing the City Clerk did tabulate all returned ballots; NOW, THEREFORE, it is hereby found, determined and ordered, as follows: 1. That the tabulation of ballots returned to the City Clerk indicates that with the exception of Zones ,protests against 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, for Fiscal Year 1999-2000, do not represent a majority protest pursuant to Streets and Highways Section 22630.5 or Article XIIID, Section 4(e). The tabulation of ballots returned to the City Clerk indicates that the protests against the proposed increase in assessments for Zones do represent a majority protest pursuant to Streets and Highways Section 22630.5 or Article XIIID, Section 4(e) and the proposed assessments and improvements for Zones as set forth in the Engineer's Report are modified accordingly. 2. 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. 3. 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. 4. 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. 5. 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. 6. 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. 7. That the diagram showing the exterior boundaries of the assessment district referred to and described in said Resolution No. 99-10, 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 sepazate number upon said diagram, as contained in said report, be, and it hereby is, finally approved and confirmed. 8. 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. 9. That said Engineer's Report for Fiscal Year 1999-2000 be, and the same hereby is, finally adopted and approved as a whole. 10. 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. 11. 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 day of , 1999, by the following vote: AYES NOES: ABSENT: ABSTAIN: MAYOR ATTEST: CITY CLERK Supplement to Exhibit A City of Saratoga Landscaping and Lighting Assessment District LLA-1 Special Benefits provided to each Zone Zone 1 - (Manor Drive Landscape District) -Provides for landscape maintenance of the Manor Drive medians and Saratoga-Sunnyvale Road frontage along Tract 3822. Zone 2 - (Fredericksburg Landscape District) -Provides for landscape maintenance along the Cox Avenue frontage of Tracts 3777, 4041, and 4042. Zone 3 - (Greenbriar Landscape District) -Provides for landscape maintenance of the Seagull Way entrance to Tract 4628, 4725 and 4726, and of the common areas along Goleta Avenue and Guava Court. Zone 4 - (Quito Lighting District) -Provides for streetlighting and landscape maintenance in the EI Quito Park residential neighborhoods; Tracts 669, 708, 748, 6785, 7833, and 8700. Zone 5 - (Azule Lighting District) -Provides for streetlighting in the Azule Crossing residential neighborhoods: Tracts 184, 485, 787, 1 1 1 1 and 1800. Zone 6 - (Sarahills Lighting District) -Provides for streetlighting in the Sarahills residential neighborhood; Tracts 3392 and 3439. Zone 7 - (Village Residential Lighting District) -Provides for streetlighting in four separate residential neighborhoods surrounding 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 and 6731. Zone 9 - (McCartysville Landscape District) -Provides for landscape maintenance along the Saratoga-Sunnyvale Road frontage of Tract 5944. Zone 10 - (Tricia Woods Landscape District) -Provides for landscape maintenance along the Saratoga-Sunnyvale Road frontage of Tracts 6199, 7495 and 7928. Shared with Zone 27. Zone 11 - (Arroyo de Saratoga Landscape District) -Provides for landscape maintenance of the Via Monte entrances to all or a portion of Tracts 2694, 2835, 2844, 3036 and 4344. Zone 12 - (Leutar Court Landscape District) -Provides for landscape maintenance of the Leutar Court frontage in Tract 6996. Zone 15 - (Bonnet Way Landscape District) -Provides for monthly landscape maintenance along Bonnet Way; Tract 5462. Zone 16 - (Beauchamps Landscape District) -Provides for landscaping and lighting of the Prospect Road entrance to the Beauchamps subdivision; Tract 7763. Zone 17 - (Sunland Park Landscape District) -Provides for landscape maintenance along the Quito Road frontage of Tracts 976 and 977. Zone 22 - (Prides Crossing Landscape District) -Provides for periodic landscape maintenance along Prospect Road between the Route 85 overcrossing and Titus Avenue and along Cox Avenue 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). Zone 24 - (Village Commercial Landscape and Lighting District) -Provides for routine maintenance of Village Parking Districts 1-4, Big Basin Way landscaping and street lighting. Zone 25 - (Saratoga Legends Landscape District) -Provides for landscape maintenance along the Saratoga-Sunnyvale Road frontage, and pedestrian pathways within Tract 8896. Zone 26 - (Bellgrove Landscape and Lighting District) -Provides for common area landscape maintenance and lighting associated with Tract 8700. Zone 27 - (Cunningham Place/Glasgow Court Landscape District) -See description for Zone 10. Zone 28 - (Kerwin Ranch Landscape District) -Provides for landscape maintenance along the Fruitvale and Saratoga Aves. Frontages of Tracts 8559 and 8560. Zone 29 -(Tollgate Landscape and Lighting District) -Provides for maintenance of the common area landscape and lighting improvements along Tollgate Road at the entrance to Tracts 3946 and 5001. CITY OF SARATOGA LLA-1 PRELIMINARY ASSESSMENT SCHEDULE FY 1999-2000 ZONE1 ZONE2 ZONE3 ZONE4 ZONES ZONEb # OF PARCELS 29 85 176 693 1 13 64 FACTOR 0.0078 0.0227 0.0471 0.1853 0.0302 0.0171 EXPENDITURES 1001 WAGES $162.66 $476.75 $987.16 51,468.66 $239.48 $135.63 Public Works Direcwr 26.03 76.29 157.97 622.01 101.42 57.44 Office Specialist II 35.43 103.85 215.02 846.65 138.05 78.19 Pant Maint. Leatiworlter 101.20 296.61 614.16 Pattt Maint. Waiter II Park Maint. Worker I 2001 BENEFITS $49.14 $144.03 $298.23 5388.33 $63.32 $35.86 Public Works Director 6.51 19.07 39.49 155.50 25.36 14.36 Office Spetial'~st II 9.74 28.56 59.13 232.83 37.96 21.50 Park Maint. Leadworker 32.89 96.40 199.60 Park Maint. Worker II Park Maint. Worker 1 4010 CONTRACT SERVICES $450.00 $800.00 4011 LEGAL SERVICES $3.88 $11.37 $23.54 $92.67 $15.11 $8.56 4013 ENGINEERING SERVICES $49.17 $144.13 $298.43 $1,175.08 $191.61 $108.52 Engineer's Report 49.17 144.13 298.43 1,175.08 191.61 108.52 New Parcel Charge 4014 REPAIR SERVICES 4015 MAINTENANCE SERVICES $1,740.00 52,892.00 $2,220.00 4022 WATER $630.00 $275.00 $775.00 4023 POWER $10,000.00 $2,000.00 $2,400.00 Irrigation Controllers Streetiighu 10,000.00 2,000.00 2,400.00 4040 ADVERTISING $9.21 $27.00 $55.91 $55.60 $9.07 $5.14 SUB-TOTAL $3,094.06 $3,970.28 $5,458.26 $13,180.35 $2,518.54 $2,693.71 8001 INDIRECT COST ALLOCATION $402.23 $516.14 $709.57 $1,713.45 $327.42 $350.18 e= v s a s= __== a e. _. a z. e s s x s o s c~ o c= c. c c o. c e.-~ TOTAL EXPENDITURES $3,496.29 $4,486.41 $6,167.83 $14,893.79 $2,846.00 $3,043.89 (-) ESTIMATED PROPERTY TAXES $1,730.00 $345.00 $2,300.00 $20,400.00 $8,200.00 (- ) PROJECTED FY 98-99 CARRYOVER $279.66 $166.92 $114.90 $25,755.18 $14,900.64 $55.77 (_ ) TOTAL TO ASSESS $1,486.63 $3,974.49 $3,752.93 ($31,261.34) ($20,254.64) $2,988.12 (+) CARRYOVER NOT ASSESSED IN FY 99.00 (+) PROJECTED CARRYOVER TO FY 00-01 { _) NET TO ASSESS PRELIMINARY ASSESSMENT MAX APPROVED ASSESSMENT MAX ALLOWABLE ASSESSMENT $31,261.39 $20,254.64 $1,486.63 $3,974.49 $3,752.93 E0.00 $0.00 $2,988.12 $46.76 $21.32 $0.00 $0.00 $46.69 $52.50 563.00 $78.75 $0.00 $0.00 $0.00 LLA99-OOPrelim CITY OF SARATOGA LLA• 1 PRELIMINARY ASSESSMENT SCHEDULE FY 1999-2000 EXPENDITURES 1001 WAGES Public Works Director Office Specialist II Pack Maint. Leadworker Park Maint. Worker II Park Maint. Worker I 2001 BENEFITS Public Wotks Director Office Speaalist II Park Maint. Leadwotker Park Maint. Worker II Park Maint. Worker I 4010 CONTRACT SERVICES 4011 LEGAL SERVICES 4013 ENGINEERING SERVICES Engineer's Report New Parcel Charge 4014 REPAIR SERVICES 4015 MAINTENANCE SERVICES 4022 WATER 4023 POWER Irrigation Convollers Streetlighu 4040 ADVERTISING ZONE 7A ZONE 76 # OF PARCELS 472 291 FACTOR 0.1262 0.0778 $1,000.30 $616.71 423.65 261.19 576.65 355.52 $264.49 S 163.07 105.91 65.30 158.58 97.77 $63.12 $38.91 $814.44 $493.43 800.34 493.43 14.10 ZONE 9 ZONE 10 ZONE 1 l ZONE 12 48 9 250 9 0.0128 0.0024 0.0669 0.0024 $269.22 $50.48 $1,402.21 $50.48 43.08 8.08 224.39 8.08 58.64 11.00 305.43 11.00 167.50 31.41 872.39 31.41 $81.33 $15.25 $423.62 $15.25 10.77 2.02 56.10 2.02 16.13 3.02 83.99 3.02 54.44 10.21 283.53 10.21 $475.00 $84.38 $125.00 $350.00 $6.42 $1.20 $33.43 $1.20 $81.39 $15.26 $423.91 $15.26 81.39 15.26 423.91 15.26 $2,352.00 $545.40 $960.00 $960.00 $2,100.00 $735.00 $1,125.00 $300.00 $5,800.00 5,800.00 $37.87 $23.35 $15.25 $2.86 $79.41 $2.86 SUB-TOTAL $7,980.23 $1,335.47 $5,380.62 $1,449.83 $4,572.58 $1,695.05 8001 fND{RECT COST ALLOCATION 51,037.43 $173.61 $699.48 $188.48 _ $594.44 ____ $220.36 TOTAL EXPENDITURES _______ ===s=== _______ $9,017.65 $1,509.08 $6,080.10 _____ _ $1,636.31 =s=~=~= ___ $5,167.02 $1,915.4t (-) ESTIMATED PROPERTY TAXES $21,165.92 $1,509.08 (-) PRO]ECTEDFY98-99 CARRYOVER $11,170.98 $0.00 ($205.85) (52,102.36) $341.49 ($691.72) (_) TOTAL TO ASSESS ($23,319.25) $0.00 56,285.95 $3,740.67 $4,825.53 $2,607.13 (+) CARRYOVER NOT ASSESSED IN FY 99-00 ($1,151.73) ($672.13) (+) PROJECTED CARRYOVER TO FY 00-01 $23,319.25 $0.00 (_) NET TO ASSESS $0.00 $0.00 $6,285.95 $2,588.94 $4,825.53 $1,935.00 PRELIMINARY ASSESSMENT $0.00 $0.00 $287.66 $19.30 MAX APPROVED ASSESSMENT $52.50 MAX ALLOWABLE ASSESSMENT $0.00 $0.00 $77.08 $287.66 $207.12 LLA99-OOPrelim CITY OF ~SARATOGA LLA-1 PRELIMINARY ASSESSMENT SCHEDULE FY 1999-2000 EXPENDITURES 1001 WAGES Public Works Director Office Specalist II Park Maint. Leadworker Park Mains. Worker II Paris Maint. Worker I 2001 BENEFITS Public Works Director Office Specialist II Park Maint. Leadworker Park Maint. Worker II Park Maint. Worker i 4010 CONTRACT SERVICES 401 1 LEGAL SERVICES 4013 ENGINEERING SERVICES Engineer's Report New Parcel Charge 4014 REPAIR SERVICES 4015 MAINTENANCE SERVICES 4022 WATER 4023 POWER Irrigation Controllers Streetlights 4040 ADVERTISING # OF PARCELS FACTOR ZONE 15 ZONE 16 ZONE 17 ZONE 22 ZONE 24 ZONE 25 41 55 200 863 124 15 0.0110 0.0147 0.0535 0.2308 0.0332 0.0040 5229.96 $308.49 $1,121.77 54,840.43 58,152.50 $84.13 36.80 49.37 179.51 774.60 111.30 13.46 50.09 67.19 244.34 1,054.34 151.49 18.33 143.07 191.93 b97.91 3,011.48 432.70 52.34 4,435.00 3,022.00 $69.47 $93.20 $338.84 $1,462.33 $2,447.21 $25.42 9.20 12.34 44.88 193.65 27.82 3.37 13.77 18.48 67.19 289.94 41.66 5.04 46.50 62.36 226.82 978.73 140.63 17.01 1,330.50 906.60 $250.00 $75.00 $1,000.00 $2,125.00 $5.48 $7.35 $26.75 $115.41 $1b.58 $2.01 $69.52 $93.26 $339.13 $1,463.34 $210.26 $25.43 69.52 93.2b 339.13 1,463.34 210.26 25.43 $2,724.00 $900.00 $3,720.00 $4,980.00 $4,000.00 $b00.00 $1,250.00 $1,050.00 $2,025.00 $125.00 $65.00 $18,500.00 65.00 125.00 18,500.00 $13.02 $17.47 $63.53 $274.13 $39.39 $4.76 SUB-TOTAL $3,9b 1.46 $1,619.77 $7,8b0.06 $14,250.63 $37,515.94 $141.75 8001 INDIRECT COST ALLOCATION $514.99 $210.57 $1,021.81 $1,852.58 $4,877.07 $18.43 _______ ______________ _______ _______ _______ TOTAL EXPENDITURES $4,476.45 $1,830.34 $8,881.87 $16,103.21 $42,393.01 $160.18 (-) ESTIMATED PROPERTY TAXES $ 18,100.00 (-) PROJECTED FY 98-99 CARRYOVER ($1,924.35) ($56.96) ($332.82) $488.45 $24,293.01 $3,536.83 (_) TOTAL TO ASSESS $6,400.80 $1,887.30 $9,214.64 $15,614.76 $0.00 ($3,378.b5) (+) CARRYOVER NOT ASSESSED !N FY 99-00 (+) PROJECTED CARRYOVER TO FY 00-01 (_) NET TO ASSESS PRELIMINARY ASSESSMENT MAX APPROVED ASSESSMENT MAX ALLOWABLE ASSESSMENT ($1,181.50) $3,378.65 $5,219.30 $1,887.30 $9,214.b9 $15,614.76 $0.00 $0.00 $127.30 $34.31 $18.09 N/A $0.00 594.50 $52.50 $341.25 $127.30 $20.76 N/A LLA99-OOPrelim CITY OF ~SARATOGA LLA-1 PRELIMINARY ASSESSMENT SCHEDULE fY 1999-2000 ZONE 26 ZONE 27 ZONE 28 ZONE 24 TOTAL # OF PARCELS 94 31 16 61 3,739 FACTOR 0.0251 0.0083 0.0043 0.0163 1.0000 (1) EXPENDITURES 1001 WAGES 5527.23 $173.87 $89.74 $342.14 $22,730.00 (2) Public Works Director 84.37 27.82 14.36 54.75 3,356.00 Office Spedallst II 1 14.64 37.87 19.55 74.52 4,568.00 Park Maint. Leatlwotker 328.02 108.16 55.83 212.86 7,349.00 Park Main[. Worker II 4,435.00 Park Maint. Worker I 3,022.00 2001 BENEFITS $159.28 $52.53 $27.11 $103.36 $6,720.73 (3) Public Works Director 21.04 6.9b 3.59 13.b9 839.00 Office Speaalist 11 31.58 10.42 5.38 20.49 1,25b.20 Park Maint. Leadworker 106.b1 35.16 18.15 69.18 2,388.43 Park Maint. Worker it 1,330.50 Park Maint. Worker I 906.60 4010 CONTRACT SERVICES $240.62 $6,025.00 (4) 4011 LEGAL SERVICES $12.57 $4.15 $2.14 $8.16 $500.00 (5) 4013 ENGINEERING SERVICES $159.39 $52.56 $27.13 $103.43 $6,354.10 (6) Engineer's Report 159.39 52.56 27.13 103.43 6,340.00 New Parcel Charge 14.10 4014 REPAIR SERVICES $0.00 4015 MAINTENANCE SERVICES $21,192.00 $1,878.60 $3,b48.00 $1,020.00 $55,732.00 (7) 4022 WATER $3,800.00 $550.00 $1,250.00 $16,465.00 (8) 4023 POWER $600.00 $39,490.00 (9) Irrigation Controllers 600.00 665.00 Streetlighu 38,825.00 4040 ADVERTISING $29.86 $9.85 $5.08 $14.38 $800.00 (10) SUB-TOTAL $26,480.33 $3,012.18 $5,044.21 $1,596.47 5154,816.83 8001 INDIRECT COST ALLOCATION $3,442.44 ~ . s . s a s $391.58 $65b.40 = $207.54 $20,126.19 (1 1) TOTAL EXPENDITURES $29,922.77 = . = a = e = $3,403.76 _ c = _ _ = c $5,705.60 = e . _ . = e $1,804.01 = . _ ~ c ~ . c $174,443.01 (-) ESTIMATED PROPERTY TAXES $73,750.00 (12) (-) PROJECTED FY 98-99 CARRYOVER 51,963.49 ($462.45) ($258.40) $2,243.66 $79,258.07 (13) (_) TOTAL TO ASSESS $27,959.28 $3,886.21 $5,464.00 ($439.65) $21,934.94 (+) CARRYOVER NOT ASSESSED iN FY 99-00 ($258.40) ($3,263.76) (14) (+) PROJECTED CARRYOVER TO FY 00-01 $439.65 $78,653.58 (15) (_) NET TO ASSESS $27,959.28 $3,88b.21 $5,705.60 $0.00 $97,324.76 PRELIMINARY ASSESSMENT $297.44 $0.00 (16) MAX APPROVED ASSESSMENT $498.75 $300.00 $100.00 (17) MAX ALLOWABLE ASSESSMENT $64.24 (18) LLA99-OOPrelim Notes for FY 99-00 Assessment Schedule 1. The Factor for each Zone represents the number of parcels in each Zone as a percentage of the total number of parcels in the District. 2. Wages include 5% of Public Works Director, 10% of Office Specialist II, 15% of Parks Maintenance Leadworker, and 10% of Park Maintenance Workers 18~ II. Wages are spread to each zone per the factor. Wages for Parks Maintenance Leadworker are spread proportionately to landscape districts only. Wages for the Park Maintenance Workers 18~ II are assigned to Zone 24 only. 3. Benefits are spread the same as wages. 4. Contract Services are for one-time needed improvements identified in various Zones. 5. Legal Services are fixed at $500 and are spread to each Zone per the factor. 6. Engineering Services charges are spread to each Zone per the factor. New Parcel Charges are assigned to those Zones in which new parcels have been added from the previous year. 7. Maintenance Services are the proposed landscape maintenance costs for landscape districts as bid in February, 1999. 8. Water is estimated annually for landscape districts based on historical usage. 9. Power is estimated far both landscaping and street lighting districts based on historical usage. 10. Legal advertising is spread to each zone per the factor. Advertising associated with maintenance contract bids is spread proportionately to the landscape districts only. 11. Indirect Costs are determined from the City's Indirect Cost Allocation schedule. Preliminary estimate is 13% of direct costs. 12. Property Tax revenues are estimated annually for the original 7 Zones of the District. 13. Projected FY 98-99 Carryover is calculated from the audited fund balance figures as of June 30, 1998 projected through the end of FY 98-99. 14. Carryover Not Assessed in FY 99-00 represents a portion of the projected FY 98-99 negative carryover amounts for which each Zone in a deficit position will not be assessed in FY 99-00. The amounts not assessed are covered by the available fund balance. 15. Projected Carryover to FY 00-01 represents the projected surplus for each Zone as of June 30, 2000. 16. Preliminary Assessment is the Net to Assess for each Zone divided by the number of parcels in each Zone, except for Zone 24. 17. Maximum Approved Assessment represents the maximum assessment which may be levied in these Zones as approved via prior balloting, and above which another Proposition 218 ballot is necessary. 18. Maximum Allowable Assessment represents the maximum assessment which may be levied in these Zones above which a Proposition 218 ballot is necessary. SARATOGA LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT LLA-1 . ANNUAL ASSESSMENT HISTORY ZONE DATE FY FY FY FY FY FY FY FY CREATED 80-81 81-82 82-83 83-84 84-85 85-86 86-87 87-88 0 (7C) 4/16/80 5102.01 592.50 592.58 556.80 521.02 534.56 535.38 521.60 1 4/ 16!80 534.26 510.54 =0.00 =10.90 56.80 5203.76 5207.82 ;1 13.70 2 4/16/80 511.30 55.62 56.16 56.62 57.86 58.86 535.14 527.40 3 4/16/80 54.76 34.46 ;0.00 50.00 64.20 S 1 1.60 58.70 520.50 4 4/16/80 520.95 518.54 50.00 52.06 52.30 55.86 56.70 52.26 5 4l16/BO 523.52 521.28 52.12 50.84 51.24 55.00 56.56 55.14 6 4/ 16/80 542.03 536.68 ;0.00 515.68 S 1 1.32 S 14.78 S 16.94 S 10.54 7 (7R) 4/16!80 510.41 58.90 Sb.bb 55.78 52.54 ;2.50 53.32 53.14 $ (VPD #1) 4/16/80 5269.07 548.26 50.00 50.00 50.00 50.00 5213.80 5341.32 9 5/4/83 Sb5.00 584.86 583.52 590.82 587.40 i 0 4!18/84 ;1,416.00 =0.00 S 167.34 S 186.26 11 4/18/84 514.32 55.66 58.38 57.70 12 4f 17185 S 172.00 S 153.02 ;154.16 13 4/17/85 518.00 55.24 53.04 14 4/17185 5142.10 5121.30 5107.04 15 4/ 17/85 5222.00 S 170.76 187.44 Ib 4!16!86 52,376.44 53.04 17 4/15/87 510.00 18 4/15/87 550.00 19 (VPD #2) 4/19/89 20 (VPD #3) 4/19/89 21 (VPD #4) 4/19189 22 4/17/91 23 511/91 24 8/3/94 25 7!1!97 26 7/ 1 /97 27 7/1/98 28 7/1/98 29 7/1/98 (1) -Zones 0, 8, 19, 20 21 merged to create Zone 24. (2) -Zone detached on 5120!92. (3) -Zone detached in FY 96-97. (4) -Zones 14 18 merged to create Zone 27. LlA-HISTORY SARATOGA LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT LLA-1 ANNUAL ASSESSMENT HISTORY ZONE DATE FY FY FY FY FY FY FY FY CREATED 88-89 89-90 90-91 91-92 92-93 93-94 94-95 95-96 0 (7C) 411 b/80 521.66 521.66 S 14.64 573.56 549.72 572.64 (1) i 4/1b/80 5113.54 5105.94 595.12 5101.54 562.20 590.32 577.68 533.88 2 4/16180 529.66 532.00 534.62 536.50 55.98 S 18.15 S 1 18.68 540.04 3 4J 16/80 523.06 546.82 S 13.14 S 15.36 525.80 545.21 525.26 532.52 4 4! 16180 S 1.86 51.86 S 1.60 52.10 523.84 50.00 50.00 50.00 5 4/ 16180 S4.98 54.98 56.24 56.40 50.00 50.00 50.00 50.00 6 4/16/80 510.60 510.60 58.62 58.58 50.00 50.00 525.40 552.50 7 i7R) 4/16/80 52.64 S2.b4 53.78 54.26 56.88 50.00 510.88 50.00 8 (VPD #1) 4!16/80 5330.36 S i 17.20 50.00 S 133.3b 50.00 50.00 (1) 9 5/4!83 S 1 13.74 f 157.20 S 136.74 S i 44.82 S 138.82 S 161.30 S 169.92 5201.02 {0 4118184 5234.70 5435.80 $348.74 5385.38 5371.12 5326.17 5442.58 5337.98 11 4118184 58.04 58.76 59.58 510.72 511.32 515.48 519.02 513.86 12 4!17185 S1b8.04 5188.04 5209.84 5222.60 5242.42 5203.01 5380.00 5307.22 13 4!17/85 53.60 53.60 53.70 53.16 50.00 50.00 53.46 511.24 14 4! 17!85 S 1 14.48 S 152.48 5137.56 5148.72 S 192.74 S 1 10.10 5264.58 S 193.40 15 4/17/85 583.76 5126.18 S 102.60 S 100.72 598.90 5227.39 5202.04 5146.92 tb 4/16/86 53.22 53.22 559.88 540.56 545.16 542.56 554.40 540.80 17 4/15/87 57.70 57.70 58.72 58.66 50.00 55.06 525.20 5213.18 18 4! 15!87 56.08 S 135.18 S 154.56 S 164.94 588.10 50.00 50.00 S 104.50 19 (VPD #2) 4/19!89 S 1,851.00 S 1,520.30 55,243.00 56,969.76 513,620.00 (1) 20 (VPD #3) 4119/89 56,412.00 56,414.00 S 14,092.00 S 18,770.62 521,252.35 (1) 21 (VPD #4) 4/19!89 50.00 5977.78 52,933.00 55,406.00 514,385.56 (1) 22 4!17191 536.00 50.00 513.21 522.58 521.68 23 5!1!91 5110.00 (2) 24 8!3/94 50.00 50.00 25 7/1/97 26 7/1/97 27 7/1/98 28 711/98 29 7/1/98 (1) -Zones 0, 8, 19, 20 Z 1 merged to create Zone 24. (2) -Zone detached on 5/20/92. (3) -Zone detached in FY 96-97. (4) -Zones 14 18 merged to creau Zone 27. LLA-HISTORY SARATOGA LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT LLA-1 . - ANNUAL ASSESSMENT HISTORY Preliminary ZONE DATE FY FY FY FY CREATED 96-97 97-98 98-99 99-00 0 (7C) 4/16180 1 4/16/80 50.00 50.00 50.00 551.26 2 4/16/80 518.48 523.00 524.92 546.76 3 4/16/80 524.66 538.40 518.22 521.32 4 4/ 16/80 50.00 50.00 50.00 50.00 5 4/ 16!80 50.00 50.00 50.00 50.00 6 4/16/80 50.00 550.50 550.92 546.69 7 (7R) 4f 16/80 50.00 50.00 50.00 50.00 8 (VPD #1) 4/16/80 9 5/4183 S 175.58 S 136.14 577.08 5130.96 10 4/18/84 5337.48 5287.66 5287.66 5287.66 11 4/18/84 59.38 535.74 526.64 519.30 12 4/17/85 5285.98 5207.12 5207.12 5215.00 13 4/17/85 (3) 14 4117/85 570.18 569.78 (4) 15 4/ 17/85 5145.12 S 127.30 S 127.30 5127.30 l b 4/16/8b 530.42 560.96 553.34 534.31 17 4/15/87 5210.50 535.68 520.76 546.07 18 4!15/87 564.28 ;64.24 (4) 19 (VPD #2) 4/19/89 20 (VPD #3j 4119!89 21 (VPD #4) 4/19/89 22 4!17/91 59.96 S33.74 511.36 S16.09 23 5/1/91 24 8/3/94 50.00 50.00 50.00 50.00 25 7/1!97 5262.26 50.00 50.00 26 7/1/97 5207.10 50.00 5297.44 27 7/1!98 564.24 S 125.36 28 7/1/98 5229.94 5356.60 29 7/1198 570.34 50.00 (1) -Zones 0, 8, 19, 20 21 merged to create Zone 24. (2) -Zone detached on 5/20/92. (3) -Zone detached in FY 96-97. (4) -Zones 14 18 merged to create Zone 27. LLA-HISTORY