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15-0616_ORANGE, COUNTY OF_Agenda Report_D1TO : FROM : DATE : City of San Juan Capistrano Agenda Report Honorable Mayor and Members of the City Council 611612015 01 Keith VanDer Maaten , P .E., Public Works and Utilities Directo~ Submitted by: George Alvarez , P .E ., T.E ., City Engineer/Traffic Engineer Prepared by : Jill Thomas , Senior Management Analystff June 16 , 2015 SUBJECT: Consideration of the Fiscal Year 2015/2016 Landscape Maintenance Districts Assessments (Tract 7673-Mission Woods) (Tract 8485-Mission Springs) (Tract 9284-Seaview Estates) (Tracts 9373/7654-Los Corrales) (Tract 9382-Belford Terrace) (Tract 11 094/Lot 29 of 11 095-Capistrano Royale); and Resolution Confirming the Levy of the Fiscal Year 2015/2016 Assessments for the Landscape Maintenance Districts and Agreement for Collection of Special Taxes , Fees , Charges and Assessments with the County of Orange RECOMMENDATION : Open the public hearing , take public testimony , and close the public hearing ; and , by motion : 1 . Approve the annual assessments for each Assessor 's Parcel Number located within the following landscape maintenance districts : Tract 7673 (Mission Woods) Tract 8485 (Mission Springs) Tract 9284 (Seaview Estates) Tracts 9373/7654 (Los Corrales) Tract 9382 (Belford Terrace) Tract 11 094/Lot 29 of 11095 (Capistrano Royale) 2 . Adopt the Resolution confirming the above ass e ssments ; $346 .09 $368.45 $963 .51 $117 .60 $460 .11 $1 ,110.00 a . Authorize th e Orange County Auditor-Controller's Office to includ e the assessments on the Property Tax Roll , Exhibit A ; and , b . Authorize the Agreement for Collection of Special Taxes , Fees , Charges , and Assessments with the County of Orange , Exhibit B. 3. Dire ct the City Clerk to forward the assessments to the Orange County Audit or -Controller. City Council Agenda Report June 16, 2015 Pa e 2 of 5 EXECUTIVE SUMMARY: The City has established various landscape maintenance districts which provide landscape maintenance services within the following developments: Tract 7673- Mission Woods, Tract 8485-Mission Springs, Tract 9284-Seaview Estates, Tracts 9373/7654-Los Corrales, Tract 9382-Belford Terrace, and Tract 11 094/Lot 29 of 11095- Capistrano Royale ("Districts") (Attachment 1 ). On May 19, 2015, the City Council adopted Resolution No. 15-05-19-01 (Attachment 5), which initiated proceedings and declared intention to provide for an annual levy and collection of assessments for maintenance services in the Districts. As of July 1, 2015, it is projected the Districts will be at or above the target reserve level (50% of projected assessments). For all but the Los Corrales district, no increase in assessments is proposed for Fiscal Year 2015/2016. Property owners in the Los Corrales district will be assessed an increase of 1.4% (tied to the Consumer Price Index-All Urban Consumers for the Los Angeles, Riverside and Orange County Areas) as their reserve level is projected to fall under the 50% reserve target level as of June 30, 2016. While this district's annual expenses typically average less than average annual assessments, it is projected that their reserve balance will fall below the projected target reserve level due to a scheduled maintenance project for its monument sign. In the upcoming year, staff will consider the implementation of an asset replacement study (discussed below) to identify assets and replacement cost values to better determine appropriate reserve levels for each district. The cost of this proposed asset replacement study will be considered for inclusion in the Fiscal Year 2016/2017 proposed budget if required. Once performed, the study findings will be taken to City Council for further direction. Based on the direction received, a Proposition 218 proceeding to adjust assessments may be required. Staff recommends adopting the Resolution (Attachment 2) confirming the assessments for the six (6) districts, and authorizing the Orange County Auditor Controller's Office to include the assessments on the Property Tax Roll (Exhibit A). Exhibit B of the Resolution will formalize the City's request to place a special assessment on tax bills, being charged a fee for this service, providing indemnification, and other provisions. City Council Agenda Report June 16, 2015 Pa e 3 of 5 DISCUSSION/ANALYSIS: Routine landscape maintenance is performed at each of the Districts and includes mowing, weeding, fertilization, tree trimming, and de-thatching and aerating of turf areas. In addition, dead plant material replacements and irrigation repairs are performed as necessary. The maintenance of the six Districts is contracted to a number of maintenance companies and billed directly to the City. The maintenance costs are reimbursed to the City through the above mentioned annual assessments. In addition to the maintenance costs, staff time required to oversee the contractors who perform work in the district and administrative overhead charges are charged to each district. At any time throughout the year, residents are able to contact staff with requests and inquiries related to their landscape maintenance district. Additionally, at least one public workshop is held annually to solicit resident input. This year, the public workshop was held on Wednesday, March 19, 2015. The public workshop affords the residents of each district an opportunity to address items of concern that are beyond that of routine maintenance and repair that they would like to bring to the attention of the City. Staff received comments from two (2) residents of Belford Terrace regarding hillside and sod conditions, as well as maintenance frequency of those areas. A resident from Los Corrales expressed his concerns regarding the selection of the landscape maintenance contractor that will begin in July 2015, as well as reserve level issues. The residents were informed that the new landscape maintenance contract will include specifications regarding the frequency of maintenance and the minimum maintenance requirements. The asseUreplacement inventory was also discussed to help identify appropriate capital reserve levels. All concerns were noted and addressed. Drought response actions --Due to the drought, staff has implemented the two (2) day per week watering restrictions in the landscape maintenance districts. Additionally, staff will evaluate each district to identify projects that could be implemented to facilitate water conservation. In the coming months, staff will request input from the residents regarding ideas for future turf replacement projects or other water saving actions. Resident ideas along with recommendations from Marina Landscape Maintenance, Inc. (the City's new landscape maintenance contractor effective July 1, 2015) for projects such as turf removal and replacement with native plantings, water audits, and the use of specialized irrigation systems will be considered. The scope and future costs of potential projects will be brought to the homeowners for their approval. Final recommendations and financial considerations as they pertain to each district will then be presented to City Council for approval at that time. Based on future water conservation projects that will be implemented in each district, staff anticipates savings in the areas of water costs as well as modifications to the contract cost for landscape maintenance. If it becomes necessary to increase the assessment in any district to pay for the water conservation projects, a Proposition 218 process will be required with the new assessments being effective on the following City Council Agenda Report June 16, 2015 Pa e 4 of 5 year's property tax bill. Future water conservation project costs will be offset with water cost and landscape maintenance savings and will be paid for with district reserve funding. FISCAL IMPACT: The Engineer's Report (Attachment 3), which is prepared by staff, provides detailed budget information for each district. The table below reflects the proposed budgets for Fiscal Year 2015/2016, as well as the proposed assessments for each district. Annual 2015-2016 Projected #of Assessment Proposed Total District Reserve District Lots Per Lot Budget Assessment 6/30/16 Mission Woods (Tract 7673) 79 $346.09 $28,576.71 $27,341.11 $54,546.34 Mission Springs (Tract 8485) 74 $368.45 $26,494.36 $27,265.30 $97,735.54 Seaview Estates (Tract 9284) 22 $963.51 $22,922.59 $21 '197.22 $26,403.50 Los Corrales (Tracts 9373 & 7654) 170 $117.60 $27,747.01 $19,992.00 $6,361.69 Belford Terrace (Tract 9382) 64 $460.11 $30,813.12 $29,447.04 $44,893.02 Capistrano Royale (Tract 11094/Lot 29 11095) 11 $1,110.00 $17,816.96 $12,210.00 $27,528.74 Annual expenditures are comprised of the following: Utility costs, maintenance contracts costs, capital improvement projects, salary, overhead, administrative costs, and any extras (miscellaneous work) for each district. The total costs to operate and maintain the districts are assessed annually to the property owners through property taxes. Note that the proposed expenditure budgets for the Mission Woods, Seaview Estates, Belford Terrace and Capistrano Royale districts are slightly higher than the anticipated assessment collection for the upcoming year. The projected expenditures will not draw their reserve below the target 50% reserve level. The proposed budget of the Los Corrales district is also higher than the projected assessments, however, the average annual expenditures (based on last three years) have not exceeded the assessments collected. Staff will continue to regularly monitor and evaluate expenditures throughout the year for all of the districts in an effort to reduce expenses and maintain the target reserve levels. ENVIRONMENTAL IMPACT: In accordance with California Environmental Quality Act (CEQA) standards, the maintenance performed within the landscape maintenance districts is exempt from the CEQA pursuant to CEQA Guidelines Section 15301 (h) and 15061 (8)(3). City Council Agenda Report June 16, 2015 Pa e 5 of 5 PRIOR CITY COUNCIL REVIEW: • On May 19, 2015, the City Council adopted Resolution No. 15-05-19-01, which initiated proceedings and declared intention to provide for an annual levy and collection of assessments for maintenance services in these districts. COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS: Not applicable. NOTIFICATION: All property owners in the Landscape Maintenance Districts were notified by mail by the Public Works staff of their Fiscal Year 2015/2016 proposed annual assessment and Public Hearing date and time (Attachment 4). Staff will forward the assessment data to the Orange County Auditor-Controller to include the assessments on the Property Tax Roll upon City Council adoption of the Resolution. A TT ACHMENT(S): Attachment 1 -Location Map Attachment 2 -Resolution 15-06-16-XX Attachment 3 -Engineer's Report Attachment 4 -Public Hearing Notice Attachment 5 -Resolution 15-05-19-01 Laguna Niguel Laguna Niguel Dana Point Mission Vlefo CAPISTRANO ROYALE N s LOS CORRALES San Clemente 0 0.25 0.5 1 -----c=====:iMIIes ~o_.1.,ocoo==2~,o-oo._ _ _..,Eoo=o====s=>.ooo • Feet LANDSCAPE MAINTENANCE DISTRICTS City of San Juan Capistrano ATTACHMENT 1 RESOLUTION NO. 15-06-16-xx A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA, CONFIRMING THE LEVY OF THE FISCAL YEAR 2015/2016 ASSESSMENTS FOR THE LANDSCAPE MAINTENANCE DISTRICTS IN THE CITY OF SAN JUAN CAPISTRANO AND AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, CHARGES AND ASSESSMENTS WITH THE COUNTY OF ORANGE WHEREAS, the CITY COUNCIL of the CITY OF SAN JUAN CAPISTRANO, CALIFORNIA, did on the 16th day of June 2015, adopt Resolution No. 15-06-16-XX declaring its intention to levy assessments for Fiscal Year 2015/2016 and approving the Engineer's Report for the City of San Juan Capistrano Landscape Maintenance Districts; and, WHEREAS, following notice duly given in accordance with law, the CITY COUNCIL of the CITY OF SAN JUAN CAPISTRANO has held a full and fair public hearing regarding the levy and collection of the proposed assessments within the Landscape Maintenance Districts for Fiscal Year 2015/2016 to pay for the costs and expenses of the improvements described in the Engineer's Report for the San Juan Capistrano Landscape Maintenance Districts; and, NOW, THEREFORE, BE IT RESOLVED, that the CITY COUNCIL of the CITY OF SAN JUAN CAPISTRANO 1) Confirms the assessments set forth in Exhibit "A" for the San Juan Capistrano Landscape Maintenance Districts as filed, and authorizes the assessments to be sent to the County of Orange Auditor- Controller for collection at the same time and in the same manner as the County taxes are collected. 2) Authorizes the Agreement set forth in Exhibit "B" with the County of Orange for Collection of Special Taxes, Fees, Charges, and Assessments. PASSED, APPROVED, AND ADOPTED this 16th day of June 2015. DEREK REEVE, MAYOR ATTEST MARIA MORRIS, CITY CLERK ATTACHMENT 2 MISSION WOODS LANDSCAPE MAINTENANCE DISTRICT FY 07/08 FY 08/09 FY 09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 CPI RATE INCREASE IF REQUIRED 0.00% 0.00% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 25.00% 25.00% 10.00% 0.68% 0.00% 0.00% 0.00% 0.00% ASSESSMENT (ANNUAL) PER LOT $200.00 $250.00 $312.50 $343.75 $346.09 $346.09 $346.09 $346.09 $346.09 MISSION SPRINGS LANDSCAPE MAINTENANCE DISTRICT FY07/08 FY08/09 FY 09/10 FY 10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 CPI RATE INCREASE IF REQUIRED 0.00% 0.00% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 10.00% 10.00% 5.00% 0.00% 0.00% 0.00% 0.00% 0.00% ASSESSMENT (ANNUAL) PER LOT $290.00 $319.00 $350.90 $368.45 $368.45 $368.45 $368.45 $368.45 $368.45 SEAVIEW ESTATES LANDSCAPE MAINTENANCE DISTRICT FY07/08 FY 08/09 FY 09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY 14/15 FY15/16 CPI RATE INCREASE IF REQUIRED 0.00% 0.00% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 25.00% 25.00% 10.00% 0.68% 0.00% 0.00% 0.00% 0.00% ASSESSMENT~NNUAL)PERLOT $557.00 $696.00 $870.00 $957.00 $963.51 $963.51 $963.51 $963.51 $963.51 LOS CORRALES LANDSCAPE MAINTENANCE DISTRICT FY 07/08 FY 08/09 FY0911 0 FY10111 FY11112 FY12113 FY13114 FY14115 FY15116 CPI RATE INCREASE IF REQUIRED 0.00% 0.00% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 20.00% 20.00% 0.00% 0.68% 0.00% 0.00% 0.00% 1.40% ASSESSMENT (ANNUAL) PER LOT $80.00 $96.00 $115.20 $115.20 $115.98 $115.98 $115.98 $115.98 $117.60 BELFORD TERRACE LANDSCAPE MAINTENANCE DISTRICT FY 07/08 FY 08/09 FY09/1 0 FY10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 CPI RATE INCREASE IF REQUIRED 3.11% 3.30% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 1'1 3.11% 3.30% 0.00% 0.68% 0.00% 0.00% 0.00% 0.00% ASSESSMENT (ANNUAL) PER LOT $429.06 $442.40 $457.00 $457.00 $460.11 $460.11 $460.11 $460.11 $460.11 CAPISTRANO ROYALE LANDSCAPE MAINTENANCE DISTRICT FY07/08 FY08/09 FY 09/10 FY10/11 FY11112 FY12/13 FY13/14 FY14/15 FY15/16 CPI RATE INCREASE-NOT APPLICABLE 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.20% 1.40% PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 121 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% ASSESSMENT (ANNUAL) PER LOT $1,110.00 $1,110.00 $1,110.00 $1,110.00 $1,110.00 $1,110.00 $1,110.00 $1,110.00 $1,110.00 111 -FY 08109 recommendation of 15% increase 1.0ted down. FY 09110 recommendation of 10% increase 1.0ted down. CPI adjustment apprm.ed. ''' -FY 08109 recommendation of 45% increase 1.0ted down. FY 09110 recommendation of 25% increase 1.0ted down. District does not ha~.e built in CPI inflator. AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, CHARGES AND ASSESSMENTS THIS AGREEMENT is made and entered into this __ day of , 2015 by and between the COUNTY OF ORANGE, a political subdivision of the State of California, hereinatier referred to as ''County'' and City of San Juan Capistrano , hereinafter referred to as 'District". RECITALS The following recitals arc a substantive part ofthis Agreement: WHEREAS, the parties desire to enter into an agreement whereby taxes and special assessments for the District will be collected by the County at the same time and in the same manner as County taxes arc collected and the District will pay to the County the fees for collection hereinaticr set forth; and WHEREAS, Section 29142 ofthe Government Code provides that when taxes or assessments are collected by a county for any special district, or zone, or improvement district thereof, excluding a school district, the board of supervisors may provide for a collection tee tor such services; and WHEREAS, Section 29304 of the Government Code provides that whenever any special assessment or special assessment taxes are levied upon land or real property by any city, county, district or other public corporation, and the same are to be collected by a County, there shall be added to the amount of the special assessment or special assessment tax an amount fixed by agreement between the county and city, district, public corporation, officer, or body tor each special assessment or special assessment tax to be collected; and WHEREAS, Section 51800 of the Government Code provides for the County to collect special assessments on County property tax rolls for cities and districts located in the County, and to enter into an agreement regarding the amount of compensation to be paid to the County for the collection of such assessments; and WHEREAS, when requested by District, it is in the public interest that the County collect on the County tax rolls the special taxes, fees, and assessments for District. NOW, THEREFORE, IT IS AGREED by and between the parties hereto as follows: AGREEMENT I. Collection Services. County agrees, when requested by District as hereinafter provided, or as required by law, to collect on the County tax rolls the special taxes, tees, and assessments of District, and of each zone or improvement District thereof. 2. Transmission of Information. When County is to collect District's special taxes and assessments, District agrees to notify the Orange County Auditor-Controller of the Assessor's parcel EXHIBIT B numbers and the amount of each special tax. fee, or assessment to County, and including, but not limited to, any act of omission or assessment to be so collected. 3. Certification by the District. The District shall certify to the Orange County Auditor-Controller the fixed charge special assessments in a dollar amount to be applied on each parcel of real property which parcel shall be designated by the assessment (i.e., parcel) number shown on the County Secured Assessment Roll for the year in which the assessment is to be collected .. 4. Verification by District. It shall be the obligation of the District prior to the time of delivery to the Orange County Auditor-Controller of the fixed charge special assessment roll to check the County Secured Assessment Roll after it is filed by the Orange County Assessor with the Orange County Auditor-Controller to verify that the parcel numbers on the assessment roll for fixed charge special assessments certified by the District correspond with the assessment (i.e., parcel) numbers shown on the County Secured Assessment Roll. Any changes in special assessment data previously certilied to the Orange County Auditor-Controller by the District, which changes occur as a result of such verification, shall be certified by the District to the Orange County Auditor- Controller . 5. Collection Fee. County will charge the sum of 0.30 percent (0.30%) of the original value for each special tax, fee, or assessment that is to be collected on the County tax rolls by the County for the District. 6. Charge for Revision of Assessment. After the roll has been delivered by the Orange County Auditor-Controller to the Orange County Tax Collector the County will charge the District for each fixed charge special assessment changed or deleted. Said charge shall be $15.00 for each assessment or parcel number placed on the County Secured Assessment Roll. Payment shall be submitted to the Orange County Auditor-Controller with the request for the change or deletion. 7. Modification of Collection Fees and Charges. The County reserves the right to increase or decrease any charges herein provided in proportion to any changes in costs incurred by the County in providing the services described herein, provided that written notice of any increase or decrease in charges shall be given by the County to the District on or before May 15 of any year during the term of the Agreement. 8. Authority for Levy and Compliance with Law. District warrants that the taxes, fees, or assessments imposed by District and collected pursuant to this Agreement comply with all requirements of state law, including but not limited to Article XIIIC and XlllD of the California Constitution (Proposition 218). 9. Release. District hereby releases and forever discharges County and its officers, agents and employees from any and all claims, demands, liabilities, costs and expenses, damages, causes of action, and judgments, in any manner arising out of District's responsibility under this agreement, or other action taken by District in establishing a special tax. fee, or assessment and implementing collection of special taxes or assessments as contemplated in this agreement, including but not limited, any required remedial action in the case of delinquencies in such assessment payments or the issuance, sale, or administration of any bonds issued in connection with the District's program. 2 10. Indemnification. District agrees to and shall defend, indemnify and save ha1111less County and its officers, agents and employees ('"indemnified parties") trom any and all claims, demands, liabilities, costs and expenses. damages, causes of action, and judgments, in any manner arising out of any of District's responsibility under this agreement, or other action taken by District in establishing a special tax, fee, or assessment and implementing collection of special taxes, fees, or assessment as contemplated in this agreement, including but not limited, any required remedial action in the case of delinquencies in such assessment payments or the issuance, sale, or administration of any bonds issued in connection with the District's program. II. Cooperation. District agrees that its officers, agents and employees will cooperate with County by answering inquiries made to District by any person concerning District's special tax, fee, or assessment, and District agrees that its officers, agents and employees will not refer such individuals making inquiries to County officers or employees for response. 12. Assignment. District shall not assign or transfer this agreement or any interest herein and any such assignment or transfer or attempted assignment or transfer of this agreement or any interest herein by District shall be void and shall immediately and automatically terminate this agreement. 13. Term of Agreement. All existing agreements between the County and District pertaining to collection of taxes and special assessments by the County for the District shall be terminated upon the execution of this Agreement. This Agreement shall continue from year to year and shall be subject to cancellation by either party by giving written notice to the other party of cancellation prior to July I st of the preceding tis cal year. 14. Waiver. County or District's waiver of breach of any one term, covenant, or other provision of this agreement, is not a waiver of breach of any other term, nor subsequent breach of' the term or provision waived. IN WITNESS WHEREOF, the Parties hereto have signed this Agreement as of the day and year tirst above written. _c_i~ __ o_f_S_a_n_J_u_a_n_c __ a_pi_s_tr_a_no ______ ,DISTRICT By: Derek Reeve Its: Mayor COUNTY OF ORANGE By: Its: 3 APPROVED AS TO FORM: By: ____ -:---,---,----- _____ , Counsel to District By: ____ -::---:-----::-:----:-- _____ ., Deputy County Counsel 4 CITY OF SAN JUAN CAPISTRANO LANDSCAPE MAINTENANCE DISTRICTS ENGINEER'S REPORT MISSION WOODS MISSION SPRINGS SEAVIEW ESTATES LOS CORRALES BELFORD TERRACE CAPISTRANO ROYALE Fiscal Year 2015-2016 Prepared by: Public Works Department City of San Juan Capistrano Orange County, California June 16, 2015 ATTACHMENT 3 Signatures .. 2015-2016 ENGINEER'S REPORT CITY OF SAN JUAN CAPISTRANO LANDSCAPE MAINTENANCE DISTRICTS FISCAL YEAR 2015-2016 Definition & General Information .......................................... . Summary .. Part A: Description of Improvements ..................................... . Part B: Estimate of Cost. .......... . Part C: Assessment District Diagram ...................................... . Part D: Method of Apportionment of Assessment. ........ . 2 3 5 7 10 17 24 Part E: Property Owner List & Assessment Roll . . . . . . . . . . . . .. .. .. . . . . . . . . . . . . . . . 25 Part F: Financial Summary ................................... . 32 Page 1 ENGINEER'S REPORT CITY OF SAN JUAN CAPISTRANO LANDSCAPE MAINTENANCE DISTRICTS FISCAL YEAR 2015-2016 The undersigned acting on behalf of the City of San Juan Capistrano , respectfully submits the enclosed Engineer's Report as directed by the San Juan Capistrano City Council pursuant to the provisions of Article XIIID , Section 4 of the Californ ia Constitution , provisions of the Landscaping and Lighting Act of 1972 , and Section 22500 et al of the Cal ifornia Streets and Highways Code . The undersigned certifies that he is a Profess ional Eng ineer, registered in the State of Californ ia. I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram was filed with me on the day of , 2015 . Maria Morris , City Clerk City of San Juan Capistrano Orange County , California By :----------- I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram was approved and confirmed by the City Council of the City of San Juan Capistrano , Orange County , California on the day of , 2015 . Page2 Maria Morris , City Clerk City of San Juan Capistrano Orange County, Cal ifornia By:---------- DEFINITION & GENERAL INFORMATION Assessment District An Assessment District is a financing mechanism under The California Streets and Highways Code, Division 10 and 12, which enables cities, counties, and special districts organized for the purpose of aiding in the development or improvement to, or within the district, to designate specific areas as Assessment Districts, with the approval of a majority of the landowners based on financial obligations, and allows these Districts to collect funds to finance maintenance efforts or construct improvements. Assessment Districts help each property owner pay a fair share of the costs of such improvements or maintenance obligations over a period of years at reasonable rates and insures that the cost will be spread to all properties that receive direct and special benefit by the improvements constructed or maintained. "Assessment" means any levy or charge by an agency upon real property that is based upon the special benefit conferred upon the real property by a public improvement or service that is imposed to pay the capital cost of the public improvement, the maintenance and operation expenses of the public improvement, or the cost of the service being provided. "Assessment" includes, but is not limited to, "Special Assessment," "Benefit Assessment," and "Maintenance Assessment." Page 3 Current Annual Administration As required by the Landscaping and Lighting Act of 1972, this Engineer's Report describes the improvements to be operated, maintained, and serviced by the District, provides an estimated budget for the District, describes the properties and zones of benefit within the District, describes the method used to allocate the costs to the benefiting properties within the District, and lists the proposed assessments to be levied upon each assessable lot or parcel within the District. Payment of the assessment is placed on each property owner's secured property tax roll bill. All funds collected through the assessment must be placed in a special fund and can only be used for the purposes stated in this report. Page 4 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 Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California, and in accordance with the Resolution of Initiation adopted by the Council of the City of San Juan Capistrano, County of Orange, State of California, in connection with the proceedings for: CITY OF SAN JUAN CAPISTRANO LANDSCAPE MAINTENANCE DISTRICTS MISSION WOODS MISSION SPRINGS SEAVIEW ESTATES LOS CORRALES BELFORD TERRACE CAPISTRANO ROYALE Herein after referred to as the "Assessment Districts" or "Districts", I, George Alvarez, P.E., the duly appointed ENGINEER OF WORK, submit herewith the "Report" consisting of six (6) parts as follows: PART A: DESCRIPTION OF IMPROVEMENTS Part A describes the improvements in the District. Plans and specifications for the improvements showing and describing the general nature, location and extent of the improvements are on file in the Office of the City Clerk of the City of San Juan Capistrano, and are incorporated herein by reference. PART B: ESTIMATE OF COST Part 8 contains an estimate of the cost of the proposed improvements for Fiscal Year 2015- 2016, including incidental costs and expenses in connection therewith. PART C: ASSESSMENT DISTRICT DIAGRAM The Diagram of the Assessment Districts' Boundaries showing the exterior boundaries of the Assessment Districts, the boundaries of any zones within the Assessment Districts and the lines and dimensions of each lot or parcel of land within the Assessment Districts. The lines and dimensions of each lot or parcel within the Assessment Districts 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. The Assessor's maps and records are incorporated by reference herein and made part of this Report. PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS The method of apportionment of assessments, indicating the proposed assessment of the total amount of the costs and expenses of the improvements upon the several lots and parcels of land within the Assessment Districts, in proportion to the estimated benefits to be received by such lots and parcels. Page 5 PART E: PROPERTY OWNER LIST & ASSESSMENT ROLL Part E includes a list of the names and addresses of the owners of real property within the Assessment Districts, as shown on the last equalized roll of the Assessor of the County of Orange are included in Part E. The list is keyed to the records of the County Assessor of the County of Orange, which are incorporated herein by reference. PART F: FINANCIAL SUMMARY Part F includes the Financial Summary performed for Fiscal Year 2015-2016. Page 6 PART A DESCRIPTION OF IMPROVEMENTS The facilities, which have been constructed within the boundaries of the City of San Juan Capistrano Landscape and Open Space Maintenance Districts, and those which may be subsequently constructed, will be operated, maintained and serviced as generally described as follows: DESCRIPTION OF IMPROVEMENTS FISCAL YEAR 2015-2016 CITY OF SAN JUAN CAPISTRANO LANDSCAPE MAINTENANCE DISTRICTS MISSION WOODS MISSION SPRINGS SEAVIEW ESTATES LOS CORRALES BELFORD TERRACE CAPISTRANO ROYALE The facilities to be maintained and serviced include landscaping for the specific Landscape Maintenance Districts described herein. The facilities include, but are not limited to the following: landscaping, water, electricity, planting, shrubbery, trees, turf, irrigation systems, hardscapes, fixtures and appurtenant facilities in public rights-of-way, parkways, slopes, and dedicated easements within the boundaries of said Landscape Maintenance Districts. The facilities are specifically described as follows: Mission Woods Open Space Maintenance District (Tract 7673) 0. 828 acres of maintenance including: Ortega Highway right-of-way, exclusive of the street section to the southerly curb, along the northerly boundary of Tract 7673; and the area northerly of the curved walls at the intersection of Ortega Highway and Via Cuartel, being a portion of Lot I and Lot 79. Lot C The westerly two feet, lying northerly of Lot B, being a portion of Lots 71 and 72. The slope area along the westerly boundary, lying southerly of Lot B and westerly of the block wall, being a portion of Lots 44 through 52, inclusive. The slope area along the northerly right-of-way of Calle Arroyo, exclusive of street intersections, lying southerly of the block wall, being a portion of Lots 32, 43, 44, and 61. Mission Springs Open Space Maintenance District (Tract 8485) 0. 802 acres of maintenance including: The Ortega Highway right-of-way, exclusive of the street section to the southerly curb, along the northerly boundary of Tract 8485; and the area lying northerly of the curved walls at the intersection of Ortega Highway and Via Errecarte, including the area extending from the Page 7 intersection of Via Anzar and Via Errecarte to block wall entrance, being a portion of Lot 1 and Lot 74. The slope area along the northerly right-of-way of Calle Arroyo, including the portion of said right-of-way lying northerly of 5 foot wide sidewalk, including the northeast side of Via Estenaga extending from the intersection of Via Estenaga and Calle Arroyo to the intersection of Via Estenaga and Via Ordaz, being a portion of Lots 12 through 24, inclusive, and a portion of Lot 54. The slope area along the westerly right-of-way of Avenida Siega, including the portion of said right-of-way lying westerly of the 5 foot wide sidewalk, being a portion of Lots 10 through 12, inclusive. Seaview Estates Open Space Maintenance District (Tract 9284) 2. 350 acres of maintenance including: The remanufactured slopes within Lots 1, 6, 7, 8, 9, and 22 of Tract 9284 The remanufactured slope along the easterly right-of-way of Paseo Peregrina lying easterly of the angle point in the centerline of Paseo Peregrina, being a portion of Lot 16 Los Corrales Open Space Maintenance District (Tracts 9373 and 7654) Approximately 33,000 square feet of maintenance including: Lot A of Tract 7654 Southeast corner of Camino La Ronda and La Novia Avenue Belford Terrace Landscape Maintenance District (Tract 9382) Total: Approximately 59,000 sq. ft. The Ortega Highway right-of-way, exclusive of the street section to the northerly curb, along the southerly boundary of Tract 9382; the slope area along the northerly right-of-way of Ortega Highway, lying southerly of the block wall, being a portion of Lots 1 through 8, inclusive, of Tract 9382. The slope area along the easterly right-of-way of Belford Terrace, including the portion of the right-of-way easterly of the 5 foot wide sidewalk, bounded on the south by Ortega Highway and bounded on the north by Rosedale Drive, being a portion of Lot 1 of Tract 9382. The southerly 10 feet of the 56 foot right-of-way of Rosedale Drive, bounded on the west by Belford Terrace, and bounded on the east by a line parallel with and distant 65 feet from the centerline of Belford Terrace. The remanufactured slopes lying within Lots 62, 63, and 64 of Tract 9382, excepting there from the portion of the remanufactured slope within Lot 62 lying southwesterly of the southwesterly line of the 150 foot wide easement to San Diego Gas & Electric Company, as shown on the map of Tract 9382. Page 8 Capistrano Royale Landscape Maintenance District (Tract 11 094) Total: Approximately 85,000 sq. ft. West side of Rancho Viejo Road South side of Highland Drive Center median to Royale Drive South side perimeter of Tract Capistrano Royale Landscape Maintenance District (Tract 11 095) Northeast of Imperial Drive, Lot 29 Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the landscaping 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; and the cleaning, sandblasting and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of water for the irrigation of the landscaping and the maintenance of any of the public lighting facilities or appurtenant facilities and the furnishing of electric current or energy, gas or other illuminating agent for the public lighting facilities, or for the lighting or operation of landscaping or appurtenant facilities. The plans and specifications for the improvements, showing and describing the general nature, location and the extent of the improvements, are on file in the office of the Director of Public Works and are incorporated herein by reference. Page 9 PARTS ESTIMATE OF COST The 1972 Act provides that the total cost of installation, construction, operation, maintenance and servicing of the improvements described in Part A can be recovered by the Districts. Maintenance can include the repair and replacement of existing facilities. Servicing can include electrical and associated costs from a public utility. Incidental expenses, including administration of the Districts, engineering fees, legal fees, printing, posting and mailing of notices, and all other costs associated with the annual assessment process can also be included. The estimated costs of the operation, servicing and maintenance of the improvements for Fiscal Year 2015-2016, as described in Part A, are summarized herein and described in the Proposed Budgets on the subsequent pages. The 1972 Act requires that a special fund be set up for the revenues and expenditures of the Districts. Funds raised by assessment shall be used only for the purpose as stated herein. A contribution to the District by the City may be made to reduce assessments, as the City Council deems appropriate. Any balance or deficit remaining on July 1 must be carried over to the next fiscal year. Page 10 MISSION WOODS LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 MISSION WOODS --770 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Postage/supplies: Asset Replacement Study: Utilities: Contract Costs: Electricity Water Tree Trimming Landscape Maintenance Total Total Total Pest Control (Include in Landscape) Total Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Page 11 55,781.94 27 341.11 4,906.00 70.00 0.00 635.00 8 185.00 3,915.00 4,865.71 0.00 2,000.00 4 000.00 83,123.05 4,906.00 70.00 0.00 8,820.00 8,780.71 2,000.00 4,000.00 83,123.05 (28 57671) 54,546.34 MISSION SPRINGS LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 MISSION SPRINGS -771 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Postage/supplies: Asset Replacement Study: Utilities: Contract Costs: Electricity Water Tree Trimming Landscape Maintenance Total Total Total Pest Control (Include in Landscape) Total Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Page 12 96,964.60 27 265.30 4 906.00 70.00 0.00 535.00 5 445.00 4,585.00 4,953.36 0.00 2 000.00 4 000.00 124,229.90 4,906.00 70.00 0.00 5,980.00 9,538.36 2,000.00 4,000.00 124,229.90 (26 494 36) 97,735.54 SEAVIEW ESTATES LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 SEAVIEW ESTATES -772 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Postage/supplies: Asset Replacement Study: Utilities: Contract Costs: Electricity Water Tree Trimming Landscape Maintenance Total Total Total Pest Control (Include in Landscape) Total Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Page 13 28,128.87 21 197.22 5,443.00 50.00 0.00 125.00 4,870.00 2,620.00 7,314.59 0.00 1,500.00 1 000.00 49,326.09 5,443.00 50.00 0.00 4,995.00 9,934.59 1,500.00 1,000.00 49,326.09 (22,922 59) 26,403.50 LOS CORRALES LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 LOS CORRALES -773 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Postage/supplies: Asset Replacement Study: Utilities: Contract Costs: Electricity Water Tree Trimming Landscape Maintenance Total Total Total Pest Control (Include in Landscape) Total Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Page 14 14,116.70 19,992 00 5 798.00 70.00 0.00 180.00 6,990.00 1,835.00 5,874.01 0.00 2,000.00 5,000.00 34,108.70 5,798.00 70.00 0.00 7,170.00 7,709.01 2,000.00 5,000.00 34,108.70 (27,747 01) 6,361.69 BELFORD TERRACE LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 BELFORD TERRACE-774 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 Total ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Total Postage/supplies: Asset Replacement Study: Utilities: Electricity Water Total Contract Costs: Tree Trimming Landscape Maintenance Pest Control (Include in Landscape) Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Total Page 15 46,259.10 29 447.04 5,568 DO 70.00 0.00 560.00 9 335.00 5,100.00 6,180.12 0.00 2 DOD DO 2 000.00 75,706.14 5,568.00 70.00 0.00 9,895.00 11,280.12 2,000.00 2,000.00 75,706.14 (3081312) 44,893.02 CAPISTRANO ROYALE LANDSCAPE MAINTENANCE DISTRICT PROPOSED BUDGET--FISCAL YEAR 2015/2016 CAPISTRANO ROYALE -775 ESTIMATED REVENUES Projected Fund Balance 6/30/15 Estimated Assessments FY 15/16 ESTIMATED EXPENDITURES FY 15/16 City Forces: Wage & Benefits Postage/supplies: Asset Replacement Study: Utilities: Electricity Water Contract Costs: Tree Trimming Landscape Maintenance Total Total Total Pest Control (Include in Landscape ) Contract Extras: FY 15/16 Projects: Projected Funds Available FY 15/16 Estimated Expenditures FY 15/16 Projected Fund Balance June 30, 2016 Total Total Total Page 16 33,135.70 12.210.00 4 .906.00 50 .00 0 .00 130 .00 2.980.00 3 ,045.00 5 ,205.96 0 .00 1 ,500.00 0 .00 45,345.70 4,906.00 50 .00 0 .00 3,110.00 8,250.96 1,500.00 0.00 45 ,345.70 (17.816 .96) 27,528.74 PARTC ASSESSMENT DISTRICT DIAGRAMS Diagrams showing the exterior boundaries of the City of San Juan Capistrano Landscape Maintenance Districts and the lines and dimensions of each lot or parcel of land within the Districts are provided on the following pages. The lines and dimensions of each lot or parcel within the Districts are those lines and dimensions shown on the maps of the Assessor of the County of Orange, for the year in which this report was prepared. The Assessor's maps and records are incorporated by reference herein and made part of this report. Page 17 Perc:ets ~====J landscape Oislnct Boundartes -heft. l.M'ChUCll'~irr:~b 0 150 300 600 Feet Pag e 18 Parcels '-----' ;:,"ct;:: ~= ~;"=~· 0 100 200 400 Feet ·~~: Page 19 ~=::::::: Pare•~ Lan dscape Ot5b'tcl Boundaries ...___ _ ___. flto,)k O•-.r~~~A~G~r --~- 0 75 150 300 Feet Page 20 Parcels ......__ _ ___. ;:.n~:==~!":!::s 0 75 150 300 Feet Page 21 0 75 150 300 Feet Page 22 Page 23 PART D METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code , the Landscaping and Lighting Act of 1972 , permits the establishment of assessment districts by public agencies for the purpose of providing certain public improvements which include operation , maintenance and servicing of street lights, traffic signals , and landscaping . Section 22573 of the Landscape and Lighting Act of 1972 requires that ma intenance 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 all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements ." In addition , Article XIIID , Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property . The Act permits the designation of benefit zones with in any individual assessment district if "by reasons or variations in the nature , location , and extent of the improvements , the various areas will receive different degrees of benefit from the improvement" (Sec. 22574). Thus , the 1972 Act requires the levy of a true "benefit assessment" rather than a "special tax ." Excepted from the assessment would be the areas of all publicly owned property in use in the performance of a public function . Utility rights-of-way are also exempt from assessment. ASSESSMENT METHODOLOGY The total operation , maintenance and servicing costs for the landscape ma intenance district improvements are apportioned in accordance with the benefit spread methodology described below. General Versus Special Benefit The City may only assess property owners for that portion of the improvements which provide a special and direct benefit to the properties located within the boundaries of the District. General benefits are not assessable and the City must fund that portion of the improvements wh ich provides a general benefit to the public at large with some other funding source such as the general fund . The 1972 Act does not specify a formula or method to use when determining the amount of general versus special benefit. The Engineer of Work is responsible for conducting the general versus special benefit analysis and then making a recommendation to the City Council , which makes the final determination . Page 24 PARTE PROPERTY OWNER LIST & ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2015-2016 and the amount of proposed assessment apportioned to each lot or parcel within the Districts, as shown on the latest roll at the County of Orange Assessor's Office, are contained in the Assessment Rolls as shown in this section. 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. The included tracts of land have been subdivided into Single-Family Residential (SFR) lots, with each of these lots benefiting equally from the improvements being maintained. Therefore, the costs associated with the landscaping within and directly adjacent to each tract, as shown in Part B of this report will be apportioned equally to the residential lots within each tract. The table below summarizes the assessment apportionment by District. SFR Assessment Total District . Lots Per Lot Assessment Mission Woods (Tract 7673) 79 $346.09 $27,341.11 Mission Springs (Tract 8485) 74 $368.45 $27,265.30 Seaview Estates (Tract 9284) 22 $963.51 $21,197.22 Los Corrales (Tracts 9373 & 7654) 170 $117.60 $19,992.00 Belford Terrace (Tract 9382) 64 $460.11 $29,447.04 Capistrano Royale (Tract 11 094/Lot 29 11 095) 11 $1,110.00 $12,210.00 Page 25 MISSION WOODS LANDSCAPE MAINTENANCE DISTRICT FY 2015-2016 FY 2015-2016 APN PROPERTY ADORESS ASSESSMENT APN PROPERTY ACORESS ASSESSMENT 66619101 31232 VIA CUARTEL 346.09 66619210 27682 PAS EO SARONA 346 09 66619102 31242 VIA CUARTEL 346.09 66619211 27692 PAS EO SARONA 346 09 66619103 31256 VIA CUARTEL 34609 66619212 27712 PASEO SARONA 346.09 66619104 31272 VIA CUARTEL 346.09 66619213 27722 PAS EO SARONA 346.09 66619105 31282 VIA CUARTEL 346.09 66619214 27732 PAS EO SARONA 346.09 66619106 31292 VIA CUARTEL 346.09 66619215 27742 PAS EO SARONA 346.09 66619107 31302 VIA CUARTEL 34609 66619216 27752 PAS EO SARONA 346.09 66619108 31321 VIA PARRA 34609 66619217 27762 PAS EO SARONA 346.09 66619109 31305 VIA PARRA 346.09 66619218 27772 PAS EO SARONA 34609 66619110 31301 VIA PARRA 34609 66620101 27781 PASEO ESTEBAN 34609 66619111 31281 VIA PARRA 34609 66620102 27771 PAS EO ESTEBAN 346.09 66619112 31271 VIA PARRA 346.09 66620103 27761 PAS EO ESTEBAN 346.09 66619113 31261 VIA PARRA 346.09 66620104 27751 PAS EO ESTEBAN 346.09 66619114 31241 VIA PARRA 346.09 66620105 27741 PASEO ESTEBAN 346.09 66619115 31231 VIA PARRA 346 09 66620106 27731 PASEO ESTEBAN 346.09 66619116 31225 VIA PARRA 346.09 66620107 27711 PASEO ESTEBAN 34609 66619117 31221 VIA PARRA 346 09 66620108 27701 PASEO ESTEBAN 346.09 66619119 31222 VIA PARRA 346 09 66620109 27691 PAS EO ESTEBAN 346.09 66619120 31226 VIA PARRA 346.09 66620110 27681 PASEO ESTEBAN 346.09 66619121 31232 VIA PARRA 346.09 66620111 27682 PAS EO ESTEBAN 346.09 66619122 31242 VIA PARRA 346.09 66620112 27692 PAS EO ESTEBAN 346.09 66619123 31252 VIA PARRA 346.09 66620113 27702 PASEO ESTEBAN 346.09 66619124 31266 VIA PARRA 346.09 66620114 27712 PASEO ESTEBAN 346 09 66619125 31272 VIA PARRA 346.09 66620115 27726 PAS EO ESTEBAN 34609 66619126 31292 VIA PARRA 346.09 66620116 27742 PASEO ESTEBAN 346.09 66619127 31302 VIA PARRA 346.09 66620117 27752 PASEO ESTEBAN 346.09 66619128 31312 VIA PARRA 346.09 66620118 27762 PASEO ESTEBAN 346.09 66619129 31332 VIA PARRA 34609 66620119 27772 PASEO ESTEBAN 346.09 66619130 31342 VIA PARRA 346.09 66620120 27782 PASEO ESTEBAN 346.09 66619131 31352 VIA PARRA 346 09 66620121 31492 PASEO DURAN 346.09 66619132 31372 VIA PARRA 346 09 66620122 31482 PASEO DURAN 346.09 66619201 31241 VIA CUARTEL 346.09 66620123 31472 PASEO DURAN 346.09 66619202 31261 VIA CUARTEL 346.09 66620124 31452 PASEO DURAN 346.09 66619203 31281 VIA CUARTEL 346 09 66620125 31451 PASEO DURAN 346 09 66619204 31301 VIA CUARTEL 346.09 66620126 31461 PASEO DURAN 346.09 66619205 27681 PAS EO SARONA 346.09 66620127 31471 PASEO DURAN 346.09 66619206 27671 PAS EO SARONA 346.09 66620128 31481 PASEO DURAN 346.09 66619207 27661 PAS EO SARONA 346.09 66620129 31491 PASEO DURAN 346.09 66619208 27662 PAS EO SARONA 346.09 66620130 31501 PAS EO DURAN 346.09 66619209 27672 PAS EO SARONA 346.09 TOTAL ASSESSMENT 27,341.11 Page 26 MISSION SPRINGS LANDSCAPE MAINTENANCE DISTRICT FY 2015-2016 APN PROPERTY AOORESS ASSESSMENT 66406105 31051 VIA ESTENAGA 368.45 66406106 31061 VIA ESTENAGA 368.45 66406107 31071 VIA ESTENAGA 368.45 66406108 31081 VIA ESTENAGA 368.45 66406109 31091 VIA ESTENAGA 368.45 66406201 31002 VIA ESTENAGA 368.45 66406202 31012 VIA ESTENAGA 368.45 66406203 31032 VIA ESTENAGA 368.45 66406204 31042 VIA ESTENAGA 368.45 66406205 31062 VIA ESTENAGA 368.45 66406206 28371 VIA ORDAZ 368.45 66406207 28391 VIA ORDAZ 368.45 66406208 31031 PASEO BOSCANA 368.45 66406209 31011 PASEO BOSCANA 368.45 66406210 31001 PASEO BOSCANA 368.45 66406301 31002 PASEO BOSCANA 368.45 66406302 31022 PASEO BOSCANA 368.45 66406303 31032 PASEO BOSCANA 368.45 66406304 31011 VIA ERRECARTE 368.45 66406305 31001 VIA ERRECARTE 368.45 66406401 28342 VIA ORDAZ 368.45 66406402 28352 VIA ORDAZ 368.45 66406403 28362 VIA ORDAZ 368.45 66406404 28372 VIA ORDAZ 368.45 66406405 28382 VIA ORDAZ 368.45 66406406 28392 VIA ORDAZ 368.45 66406407 28402 VIA ORDAZ 368.45 66406408 28412 VIA ORDAZ 368.45 66406409 28422 VIA ORDAZ 368.45 66406410 28432 VIA ORDAZ 368.45 66406411 28452 VIA ORDAZ 368.45 66406412 28462 VIA ORDAZ 368.45 66406413 28472 VIA ORDAZ 368.45 66406414 28482 VIA ORDAZ 368.45 66406415 28481 VIA ORDAZ 368.45 66406416 28471 VIA ORDAZ 368.45 66406417 28461 VIA ORDAZ 368.45 TOTAL ASSESSMENT 27,265.30 Page 27 SEAVIEW ESTATES LANDSCAPE MAINTENANCE DISTRICT FY 2015-2016 APN PROPERTY ADDRESS ASSESSMENT 67519202 27001 PASEO ACTIVO 963.51 67519203 27051 PASEO ACTIVO 963.51 67519301 27052 PASEO ACTIVO 963.51 67519302 27002 PASEO ACTIVO 963.51 67520101 27081 PASEO ACTIVO 963.51 67520102 27101 PASEO ACTIVO 963.51 67520103 27151 PASEO PEREGRINO 963.51 67520104 27201 PASEO PEREGRINO 963.51 67520105 27221 PASEO PEREGRINO 963.51 67520106 27241 PASEO PEREGRINO 963.51 67520107 27261 PASEO PEREGRINO 963.51 67520108 27281 PASEO PEREGRINO 963.51 67520109 27301 PASEO PEREGRINO 963.51 67520110 27282 PASEO PEREGRINO 963.51 67520111 27262 PASEO PEREGRINO 963.51 67520112 27242 PASEO PEREGRINO 963.51 67520113 27222 PASEO PEREGRINO 963.51 67520114 27202 PASEO PEREGRINO 963.51 67520115 27152 PASEO PEREGRINO 963.51 67520116 27102 PASEO ACTIVO 963.51 67520117 27091 PASEO ACTIVO 963.51 67520118 27082 PASEO ACTIVO 963.51 TOTAL ASSESSMENT 21,197.22 Page 28 LOS CORRALES LANDSCAPE MAINTENANCE DISTRICT TOTAL ASSESSMENT 19,992.00 Page 29 APN 65019002 65019101 65019102 65019103 65019104 65019105 65019106 65019107 65019108 65019109 65019110 65019111 65019112 65019113 65019114 65019115 65019116 65019117 65019118 65019119 65019120 65019121 65019122 65019123 65019124 65019125 65019126 65019127 65019128 65019129 65019130 65019131 BELFORD TERRACE LANDSCAPE MAINTENANCE DISTRICT FY 2015-2016 PROPERTY ADDRESS ASSESSMENT APN PROPERTY ADDRESS 31062 CASAGRANDE DR 460.11 65019132 31151 CASAGRANDE DR 27582 ROSEDALE DR 460.11 65019133 31161 CASAGRANDE DR 27592 ROSEDALE DR 460.11 65019134 31171 CASAGRANDE DR 27602 ROSEDALE DR 460.11 65019135 31181 CASAGRANDE DR 27612 ROSEDALE DR 460.11 65019136 31191 CASAGRANDE DR 27622 ROSEDALE DR 460.11 65019137 31201 CASAGRANDE DR 27632 ROSEDALE DR 460.11 65019138 31211 CASAGRANDE DR 27642 ROSEDALE DR 460.11 65019139 31221 CASAGRANDE DR 27652 ROSEDALE DR 460.11 65019201 27572 ROSEDALE DR 31192 SANTA MARGARITA PL 460.11 65019202 31262 BELFORD DR 31182 SANTA MARGARITA PL 460.11 65019203 31252 BELFORD DR 31172 SANTA MARGARITA PL 460.11 65019204 31242 BELFORD DR 31162 SANTA MARGARITA PL 460.11 65019205 31232 BELFORD DR 31142 SANTA MARGARITA PL 460.11 65019206 31226 BELFORD DR 31132 SANTA MARGARITA PL 460.11 65019207 31222 BELFORD DR 31122 SANTA MARGARITA PL 460.11 65019208 31216 BELFORD DR 31112 SANTA MARGARITA PL 460.11 65019209 31212 BELFORD DR 31102 SANTA MARGARITA PL 460.11 65019210 31182 HARMONY HALL CT 31121 SANTA MARGARITA PL 460.11 65019211 31172 HARMONY HALL CT 31131 SANTA MARGARITA PL 460.11 65019212 31171 HARMONY HALL CT 31141 SANTAMARGARITAPL 460.11 65019213 31181 HARMONY HALL CT 31161 SANTA MARGARITA PL 460.11 65019214 31191 HARMONY HALL CT 31171 SANTA MARGARITA PL 460.11 65019215 31201 HARMONY HALL CT 31181 SANTA MARGARITA PL 460.11 65019216 31205 HARMONY HALL CT 31191 SANTA MARGARITA PL 460.11 65019217 31211 BELFORD DR 31222 CASAGRANDE DR 460.11 65019218 31215 BELFORD DR 31212 CASAGRANDE DR 460.11 65019219 31221 BELFORD DR 31202 CASAGRANDE DR 460.11 65019220 31225 BELFORD DR 31192 CASAGRANDE DR 460.11 65019221 31231 BELFORD DR 31182 CASAGRANDE DR 460.11 65019222 31251 BELFORD DR 31162 CASA GRANDE DR 460.11 65019223 31261 BELFORD DR 31152 CASAGRANDE DR 460.11 65019224 31281 BELFORD DR TOTAL ASSESSMENT Page 30 FY 2015-2016 ASSESSMENT 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 460.11 29,447.04 CAPISTRANO ROYALE LANDSCAPE MAINTENANCE DISTRICT FY 2015-2016 APN PROPERTY ADDRESS ASSESSMENT 65040301 26611 ROYALE DR 1,110.00 --.---· 65040302 26591 ROYALE DR 1,110.00 65040303 26581 ROYALE DR 1,110.00 ------- 65040304 26571 ROYALE DR 1,110.00 65040305 26561 ROYALE DR 1,110.00 65040306 26551 ROYALE DR 1,110.00 -- 65040308 26552 ROYALE DR 1,110.00 65040309 26562 ROYALE DR 1,110.00 65040310 26572 ROYALE DR 1,110.00 65040311 26582 ROYALE DR 1,110.00 65043104 TRACT 11 095 LOT 29 1,110.00 TOTAL ASSESSMENT 12,210.00 Page 31 PARTF FINANCIAL SUMMARY OPERATING EXPENDITURES The following information describes the types of costs associated with maintaining the Districts. CPI-U-Annual Increase According to Need Staff recommends that assessments are increased annually per the Consumer Price Index-All Urban Consumers for the Los Angeles, Riverside and Orange County Areas (CPI-U) on an as needed basis. Should the District reach a reserve level of 50% of operating revenues, the assessment will not be increased per the CPI-U for the year. Each year, the City will evaluate the reserves and the expenditures, and inform the residents whether or not an increase per the CPI-U will be necessary for the upcoming year. Contract and City Forces Most of the work performed at the District is contracted out and includes landscape maintenance, herbicide and pesticide, and tree trimming. The "City Forces" line item in the proposed budget includes the City field staff time required to monitor the work that is being performed per the contracts. Actual staffing costs and expenditures are charged to each District. The City currently charges for administrative and management staff time associated with administering the landscape maintenance districts. Irrigation Repairs/Extras The line item in the proposed budget and the financial study for "Irrigation Repairs/Extras" includes any repairs that are not typically scheduled throughout the year such as irrigation repairs, broken tree limbs, vandalism, etc. An estimate has been included to cover such expenditures, and if the amount actually spent each year is less than the estimate, the remaining balance returns to the District's reserve fund. Should the amount exceed the estimate, then the funds needed would be taken from the reserve fund. Maintenance Upgrades/Projects The line item in the proposed budget and financial study for "Maintenance Upgrades/Projects" includes any new projects such as painting, plantings, fencing repairs, etc. that can be scheduled for the upcoming year. Often, City staff receives input from residents on any projects that a District may like to see completed. The proposed budget includes an estimate for these projects, and if the amount actually spent each year is less than the estimate, the remaining balance returns to the District's reserve fund. Should the amount exceed the estimate, then the funds needed would be taken from the reserve fund. Reserve Fund Any remaining funds not used from the previous year are added to the District's reserve fund. The reserve fund should have sufficient funds available to lessen the fiscal impact of any unforeseen expenditures. At City Council direction, each District needs to maintain a healthy reserve balance at 50% of the total annual assessments. Page 32 LANDSCAPE MAINTENANC E DISTRICT ASSESSME NT SU MMARY MISSION WOODS LANDSCAPE MAINTENANCE DISTRICT FY07 /0B FYOB/09 FY09 /10 FY 10/11 FY11 /12 FY 12/13 FY13 /14 FY 14/15 FY15/16 CPI RATE INCREASE IF REQUIRED 0 .00% 0 .00% 0 .00% 0 .68% 2 .76% 3 .03% -0 .20% 1.40% PERCENTPGE ASSESSMENT RATE INCREASE APPROVED 25.00% 25.00 % 10.00% 0 .68% 0 .00% 000% 0 .00% 0 .00% ASSESSMENT(ANNUAL)PERLOT $200.00 $250.00 $312.50 $343.75 $346.09 $346.09 $346.09 $346.09 $346.09 MISSION SPRINGS LANDSCAPE MAINTENANCE DISTRICT FY07 /0B FYOB /09 FY09/10 FY10 /11 FY11 /12 FY12/13 FY 13/14 FY14/15 FY15 /16 CPI RATE INCREASE IF REQUIRED 000% 0 .00% 0.00% 0 .68% 2.76% 303% -0 .20% 140% PERCENTPGE ASSESSM:NT RATE INCREASE APPROVED 10.00% 10.00% 5 .00% 0 .00% 0 .00% 0 .00% 0 .00% 0 .00% ASSESSMENT (ANNUAL) PER LOT $290.00 $319.00 $350.90 $368.45 $368.45 $368.45 $368.45 $368.45 $368.45 SEAVIEW ESTATES LANDSCAPE MAINTENANCE DISTRICT FY07/08 FY08/09 FY09/10 FY10 /11 FY11 /12 FY12 /13 FY13 /14 FY14/15 FY15 /16 CPI RATE INCREASE IF REQUIRED 0.00% 0 .00% 0 .00% 0 .68% 2.76% 3 .03 % -0.20% 140% PERCE NTPGE ASSESSME NT RATE INCREASE APPROVED 25.00% 25.00% 10.00% 0 .68% 0.00% 0 .00 % 0 .00% 0 .00% ASSESSMENT (ANNUAL) PER LOT $557.00 $696.00 $870.00 $957.00 $963.51 $963.51 $963.51 $963.51 $963.51 LOS CORRALES LANDSCAPE MAINTENANCE DISTRICT FY07/08 FY08/09 FY09/10 FY 10/11 FY11 /12 FY12/13 FY13 /14 FY 14/15 FY15 /16 CPI RATE INCREASE IF REQUIRED 0 .00% 0 .00% 0 .00% 0 .68% 276% 3 .03% -0 .20% 140% PERCENTPGE ASSESSM:NT RATE INCREASE APP ROVED 20.00% 20.00% 0 .00% 0 .68% 000% 0 .00% 0 .00% 1.40% ASSESSMENT (ANNUAL) PER LOT $80.00 $96.00 $115.20 $115.20 $115.98 $115.98 $115.98 $115.98 $117.60 BELFORD TERRACE LANDSCAPE MAINTENANCE DISTRICT FY07/08 FYOB/09 FY09/10 FY10 /11 FY11 /12 FY1211 3 FY 13/14 FY14 /15 FY15/16 CPI RATE INCREASE IF REQUIRED 3.11% 3 .30% 0.00% 0 .68% 2 .76 % 3 .03% -0 .20% 1.4 0 % PERCENT JlGE ASSESSME NT RATE INCREASE APPROVED <11 3.11% 3 .30% 0.00% 0 .68% 0 .00% 0 .00% 0.00% 0 .00% ASSESSMENT (ANNUAL) PER LOT $429.06 $442.40 $457.00 $457.00 $460.11 $460.11 $460.11 $460.11 $460.11 CAPISTRANO ROYALE LANDSCAPE MAINTENANCE DISTRICT FY07/08 FYOB/09 FY09/10 FY 10/11 FY11/12 FY12113 FY 13/14 FY14/15 FY15 /16 CP I RATE INCREASE -NOT APPLICABLE 0 .00% 0 .00% 0.00% 0 .00% 0.00% 0 .00% -0 .20% 1.40% PERCENTPGE ASSESSM:N T RATE INCREASE APPROVED <2l 0 .00% 0 .00% 0.00% 0 .00% 0.00% 0 .00% 000% 0 .00% ASSESSMENT (ANNUAL) PER LOT $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 $1 ,110.00 <1> -FY 08/09 recom me ndation of 15% i ncreas e \Qted down . FY 09/10 recommendation of 10% increase \Qted down . CPI adjustment appro-..ed . <2> -FY 08/09 recommend ation of 4 5% 1ncrease \Q ted down FY 09/10 recom menda tion of 25% increase \Qted down . District does not ha w bu ilt in CPI inflator Page 33 ~OTIC£ OF PUBl_jiC HEARING CITY OF SAN JUAN CAPI.STRANO NOTICE IS HEREBY GIVEN, that on the 16th day of .June, 2015, at 5 00 PM. 111 the City Council Chamber, 32400 Paseo Adelanto, San Juan Capistrclf10 Californlil. the City Council w111 hold a public hearrng on the follow1ng CONSIDERATION OF FISCAL YEAR 2015/2016 LANDSCAPE MAINTENANCE DISTRICTS ASSESSMENTS The proposed Landscape Mi1111tenance Distr1ct charges l1ave been reviewed ill1d are recornmendecl to change for Certain Landscape Ma1ntenance 01stricts Tracts 7673 (Miss1on Woods) 8485 (Miss1on Springs) 9284 (Seav1ew Estates) 937317654 (los Corrales). 9382 (Belford Terrace) and 11094/Lot 29 of 11095 (Capistrano Royale) These charges will be clrscusseci ancl adopted by tlw City Council. Following thrs public hearrng. the City Council wril authorrze the assessment charges. Those: ciesrring to I.Je heard lfl favor of, or opposrllon to. this item will be grven ar1 opportunity to do so during such h'\arin~ Wrrtten rnformation pertaining to thrs rtem must be submitted to the Crty Clerk P,nor \o the time set and scheduled for sa1d publrc hearlncJ at 32400 r~aseo Adelanto. San Jua\1 Cap1strar10. CA 92675 . . \ For further rnformation you (949) 443-6362. may cont~d. Jill Tt1omas,. Senior Management Analyst at : V\ \\\~}\~ / -M-AR-J4JiJ-MO RR'J S. CrTY-c't:i~:R K -- ' ..... ( \ i ) ATTACHMENT 4 u RESOLUTION NO. 15-05-19-01 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO, CALIFORNIA, ORDERING THE PREPARATION OF PLANS, SPECIFICATIONS, COST ESTIMATE, DIAGRAM, ASSESSMENT AND REPORT PURSUANT TO THE PROVISIONS OF DIVISION 15, PART 2 OF THE STREETS AND HIGHWAYS CODE OF THE STATE OF CALIFORNIA AND CHAPTER 2.5 OF DIVISION 1 OF TITLE 5 OF THE GOVERNMENT CODE OF THE STATE OF CALIFORNIA, FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY AFTER FORMATION OF A DISTRICT, AND SETIING A TIME AND PLACE FOR THE PUBLIC HEARING THEREON WHEREAS, the CITY COUNCIL of the CITY OF SAN JUAN CAPISTRANO, CALIFORNIA, has previously formed six landscape maintenance districts pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California, in what is known and designated as follows: Mission Woods Landscape Maintenance District, Mission Springs Landscape Maintenance District, Seaview Estates Landscape Maintenance District, Los Corrales Landscape Maintenance District, Belford Terrace Landscape Maintenance District, and Capistrano Royale Landscape Maintenance District (hereinafter referred to as the "Districts"): and , WHEREAS, at this time, this City Council desires to take proceedings to provide for the annual levy of assessments for the next ensuing fiscal year, to provide for the costs and expenses necessary for continual maintenance of those improvements within said Districts that are exempt pursuant to California Constitution Article XIIID ; and, WHEREAS, at this time there has been presented and approved by this City Council, the Preliminary Engineer's Report as required by law, and this City Council desires to continue with the proceedings for said annual levy. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Juan Capistrano does hereby resolves, determines and orders as follows: SECTION 1 -PUBLIC INTEREST The public interest and convenience requires, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of special assessments for the continual maintenance of certain improvements, all to serve and benefit said Districts as said areas are shown and delineated on maps as provided in the Engineers Report on file in the Office of the City Clerk, open to public inspection, and therein so referenced and made a part hereof. 1 5-19-15 ATTACHMENT 5 SECTION 2 -REPORT The Preliminary Engineer's Report regarding the annual levy for said Districts, which 1 Report is for maintenance for the Fiscal Year 2015/2016, is hereby approved and is 1 , directed to be filed in the Office of the City Clerk. ' SECTION 3 -ASSESSMENT That the public interest and convenience requires, and it is the intention of this City Council to order the annual assessment levy for the Districts as set forth and described in said Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of said maintenance and improvement as estimated in said Reports. SECTION 4-DESCRIPTION OF MAINTENANCE The assessment levied and collected shall be for the maintenance of certain landscaping improvements, as set forth in the Engineer's Report, referenced and so incorporated herein. SECTION 5-COUNTY AUDITOR The County Auditor shall enter on the County Assessment Roll the amount of the assessments, and shall collect said assessments at the time and in the same manner as County taxes are collected. After collection by the County, the net amount of the assessments, after the deduction of any compensation due to the ......, County for collection, shall be paid to the Treasurer for purposes of paying for the costs and expenses of said District. SECTION 6-SPECIAL FUND All monies collected shall be deposited in a special fund known for each landscape maintenance district. Payment shall be made out of said fund only for the purpose provided for in this Resolution, and in order to expedite the making of this maintenance and improvement, the City Council may transfer into said funds as it may deem necessary to expedite the proceedings. Any funds shall be repaid out of the proceeds of the assessments provided for in this Resolution. SECTION 7-BOUNDARIES OF DISTRICTS Said contemplated Districts have been determined previously, in the opinion of this City Council, to be exempt from the provisions of California Constitution Article XIIID, and the improvements have been determined to be of direct benefit to the properties within the boundaries of the Districts, and this City Council makes the costs and expenses of said maintenance chargeable upon those Districts, which Districts said City Council hereby declares to be the Districts benefited by said improvement and maintenance, and to be further assessed to pay the costs and expenses thereof. Said Districts shall include each and every parcel of land within the boundaries of said Districts, as said Districts are shown on the maps provided in the Engineer's Report on file in the Office of the City Clerk, and so designated by n the name of the Districts. . 2 5-19-15 I I L L SECTION 8-PUBLIC PROPERTY Any lots or parcels of land known as public property, as the same are defined in Section 22663 of Division 15, Part 2 of the Streets and Highways Code of the State of California, which are included within the boundaries of the Districts, shall be omitted and exempt from any assessment to be made under these proceedings to cover any of the costs and expenses of said improvement and maintenance work. SECTION 9-PUBLIC HEARING Notice is hereby given that Tuesday, the 161hof June, 2015, at 5:00p.m., in the City Council Chambers located at 32400 Paseo Adelanto, San Juan Capistrano, is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, and any other matters contained in this resolution by those property owners affected hereby. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 10-NOTICE The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a notice of the Public Hearing in the Capistrano Valley News, a newspaper of general circulation within said City, said initial publication to be not less than ten (10) days before the date set for said Public Hearing. Said notice shall include that information required pursuant to Government Code Section 54954.6(2). The City Clerk is further directed to cause a copy of the Resolution of Intention and said notice to be posted upon the official bulletin board customarily used for the posting of notices. SECTION 11 -EFFECTIVE DATE This Resolution shall take effect immediately upon its adoption. SECTION 12-PROCEEDINGS INQUIRIES For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the local agency or department so designated: Jill Thomas, Senior Management Analyst Public Works Department City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 3 5-19-15 ·7'1' PASSED, APPROVED, AND ADOV~ 0~ ATTE~l !., ' DEREK REEVE, MAYOR i I ' \ \ STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss. CITY OF SAN JUAN CAPISTRANO ) I, MARIA MORRIS, appointed City Clerk of the City of San Juan Capistrano, do hereby certify that the foregoing Resolution No. 15-05-19-01 was duly adopted by the City Council of the City of San Juan Capistrano at an Adjourned Regular meeting thereof. held the 19 1h day of May 2015, by the following vote: . ' AYES: _· ·CO~UNCIL MEMBERS: Allevato, Perry, Ferguson, Patterson and Mayor Reeve NOES: I ICO NCIL MEMBER: None ABSENT:/ . C UNCIL MEMBER: None ' ': ! ; \ 1 :/ifu·.-~ 1 . < ; L -------:'1'/::------- MARIA MOR~IS, City Cler, I \ 4 5-19-15