Resolution Number 17-05-02-03RESOLUTION NO. 17-05-02-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN CAPISTRANO,
CALIFORNIA, APPROVING THE ENGINEER'S REPORT AND DECLARING ITS
INTENTION TO LEVY AND COLLECT ASSESSMENTS WITHIN EXISTING LANDSCAPE
MAINTENANCE DISTRICTS AND OPEN SPACE MAINTENANCE DISTRICTS FOR
FISCAL YEAR 2017-2018 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, RESPECTIVELY, SETTING A TIME AND PLACE FOR THE
PUBLIC HEARING THEREON, AND MAKING CERTAIN FINDINGS AND TAKING OTHER
ACTIONS RELATING THERETO
WHEREAS, the City Council (the "City Council") of the City of San Juan Capistrano,
California (the "City") has previously formed two 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 (together, with the
Open Space Maintenance Act, referred to herein as the "Act"), in what is known and
designated as: Capistrano Royale Landscape Maintenance District, and Belford Terrace
Landscape Maintenance District, and has also previously formed four open space
maintenance districts pursuant to the terms and provisions of the "Open Space
Maintenance Act," being Chapter 2 .5 of Part 1 of Division 1 of Title 5 of the California
Government Code, in what is known and designated as: Mission Woods Landscape
Maintenance District, Mission Springs Landscape Maintenance District, Seaview Estates
Landscape Maintenance District, and Los Corrales Landscape Maintenance District
(hereinafter referred to as the "Districts"); and
WHEREAS, the City Council previously initiated proceedings for the annual levy of
assessments for the Districts for fiscal year 2017-2018 pursuant to the Act for the purpose
of financing the maintenance of landscaping improvements within each respective District,
including 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 the Districts, and ordered the City's
Public Works Department to prepare and file a report (the "Engineer's Report") with the
City Clerk in accordance with Article 4 (commencing with section 22565) of the Act; 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:
Page 1 of 39
SECTION 1 -INTENTION
The City Council hereby declares its intent to levy and collect the annual
assessment for Fiscal Year 2017-2018 within each of the Districts for the continual
maintenance of landscaping, as authorized under the Act. The areas to be
assessed are located in the City of San Juan Capistrano, Orange County, as more
specifically shown and delineated on the maps provided in the Engineer's Report.
The Engineer's Report is attached hereto as Exhibit "A" and is available for
inspection in the Office of the City Clerk, and by this reference made a part hereof.
SECTION 2 -REPORT
The preliminary Engineer's Report regarding the annual levy for the Districts for
fiscal year 2017-2018, is hereby approved and is directed to be filed in the Office of
the City Clerk. The Engineer's Report may be referred to for a full and detailed
description of the improvements, the boundaries of the Districts, and the proposed
assessments, none of which are proposed to be increased from the previous fiscal
year, except for the Los Corrales Maintenance District, which is being increased in
accordance with certain previously authorized inflationary adjustments.
SECTION 3-DESCRIPTION OF MAINTENANCE
The assessment levied and collected shall be for the special benefit conferred on
assessed properties, for maintenance of certain landscaping improvements,
including 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 the Districts,
as set forth more fully in the Engineer's Report, referenced and so incorporated
herein. The City Council is not proposing any new improvements or substantial
changes to existing improvements in any of the District.
SECTION 4-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 5-SPECIAL FUND
All monies collected shall be deposited in a special fund established for each
District. Payment shall be made out of each District's respective special fund only
for the purposes provided for in this Resolution. In order to expedite financing any
authorized maintenance for any of the Districts, the City Council may transfer into
the respective special fund other monies, as it may deem necessary. Any funds so
transferred shall be repaid by the respective District from proceeds of the
assessments provided for in this Resolution.
Page 2 of 39
SECTION 6-PUBLIC HEARING
Notice is hereby given that Tuesday, the 20TH of June, 2017, 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 7 -NOTICE
The City Clerk is hereby authorized and directed to publish, pursuant to Section
22626(a) of the Act, and 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 (1 0) days before the date set
for said Public Hearing. Said notice shall include that information required pursuant
to applicable law.
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 8 -EFFECTIVE DATE
This Resolution shall take effect immediately upon its adoption .
SECTION 9-PROCEEDINGS INQUIRIES
For any and all information relating to the proceedings, protest procedure, any
documentation and/or information of a procedural or technical nature, yout 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
Page 3 of 39
PASSED, APPROVED, AND ADOPTED this 2nd day of May 2017 .
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. 17-05-02-03 was duly adopted by the
City Council of the City of San Juan Capistrano at the Regular meeting thereof, held the 2"d
day of May 2017, by the following vote :
\
OUNCIL MEMBERS : Patterson, Maryott, Farias and Mayor Ferguson
OUNCIL MEMBERS : Reeve
OUNCIL MEMBERS : None
Page 4 of 39
EXHIBIT A
CITY OF SAN JUAN CAPISTRANO
LANDSCAPE MAINTENANCE DISTRICTS
PRELIMINARY ENGINEER'S REPORT
FISCAL YEAR 2017/2018
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 2017-2018
Prepared by:
Page 5 of 39
CITY OF SAN JUAN CAPISTRANO
LANDSCAPE MAINTENANCE DISTRICTS FY 2010-2011
6
TABLE OF CONTENTS
Public Works Department
City of San Juan Capistrano
Orange County, California
May02, 2017
2017-2018 ENGINEER'S REPORT
CITY OF SAN JUAN CAPISTRANO
LANDSCAPE MAINTENANCE DISTRICTS
FISCAL YEAR 2017-2018
Signatures . . . . . . . . . . .. . . . .. . . . . . . . . . . . . . . . . . . .. . .. . . .. . . . . . .. . .. . .. . . . . . . . . . .. . . . . . . . . .. . .. . . . .. .. . . . . . .. . . .. .. . . . .. .. . 2
Definition & General Information ........................................................................... 3
./ ~.
Summary-.................................................................................................. ~~~~,.:~~-~~·~::~"'·~.· 5
Part A: Description of Improvements ................................ ~,;<?;:·;~ ............ : .. :::, 7
:/'
Part B: Estimate of Cost.. ............................................. ,,;~,, ..... .'L ............ 10
'•
Part C: Assessment District Diagram ................................ :: .................... 17
Part D: Method of Apportionment of Assessment;_.~ .... ~~··········· .. ············ 24
PartE: 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 2017-2018
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 California Constitution, provisions of the Landscaping
and Lighting Act of 1972, and Section 22500 et al of the California Streets and Highways Code. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: ________ __
BY: George Alvarez, P.E.
R.C.E. No. 25161
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram was filed with me on the ___ day of , 2017.
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 , 2017 .
Page2
Maria Morris, City Clerk
City of San Juan Capistrano
Orange County, California
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.
Page4
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 B contains an estimate of the cost of the proposed improvements for Fiscal Year 2017-2018,
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.
PageS
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 2017-2018.
Page6
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 2017-2018
CITY OF SAN JUAN CAPISTRANO
LANDSCAPE MAINTENANCE DISTRICTS
MISSION WOODS
MISSION SPRINGS
SEAVIEW ESTATES
LOS CORRALES
BELFORD TERRACE
CAPISTRANO ROY ALE
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 (T ract 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 intersection of Via
Anzar and Via Errecarte to block wall entrance, being a portion of Lot 1 and Lot 7 4.
The slope area along the northerly right-of-way of Calle Arroyo, including the portion of said right-of-
Page 7
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 Ma intenance 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 T errace Landscape Ma intenance 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.
PageS
Capistrano Royale Landscape Maintenance District (Tract 11094}
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 11095)
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 appurtenantfacilities, including repair,
removal or replacement of all or part of any of the landscaping or appurtenantfacilities; 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.
Page9
PARTB
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 2017-2018, 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 revenue$ 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 2017/2018
MISSION WOODS --770
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
Total
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Total
Postage/supplies:
Utilities:
Electricity
Water
Total
Contract Costs:
Tree Trimming
Landscape Maintenance
Pest Control (Included in Landscape)
Contingency:
FY 17/18 Projects:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30, 2018
Total
Total
Total
Page 11
63 ,794.75
27,341 .11
5,361.00
70.00
550 .00
7.720 .00
5,125.00
4,865.71
0.00
3,000 .00
4,000.00
91,135.86
5,361.00
70.00
8,270.00
9,990.71
3,000.00
4,000.00
91 ,135.86
(30,691.71)
60,444.15
MISSION SPRINGS
LANDSCAPE MAINTENANCE DISTRICT
PROPOSED BUDGET--FISCAL YEAR 2017/2018
MISSION SPRINGS -771
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Postage/supplies:
Utilities:
Electricity
Water
Contract Costs:
Tree Trimming
Landscape Maintenance
Total
Total
Total
Pest Control (Included in Landscape)
Contingency:
FY 17/18 Projects:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30, 2018
Total
Total
Total
Page 12
106,753.21
27,265.30
5.361.00
410 .00
6,225.00
5,915.00
4,953.36
0.00
3,000 .00
4,000 .00
134,018.51
5,361.00
70.00
6,635.00
10,868.36
3,000.00
4,000.00
134,018.51
(29.934.36)
104,084.15
SEAVIEW ESTATES
LANDSCAPE MAINTENANCE DISTRICT
PROPOSED BUDGET--FISCAL YEAR 2017/2018
SEAVIEW ESTATES -772
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
Total
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Total
Postage/supplies:
Utilities:
Electricity
Water
Total
Contract Costs:
Tree Trimming
Landscape Maintenance
Pest Control {Included in Landscape)
Contingency:
FY 17/18 Proj&<:ts:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30, 2018
Total
Total
Total
Page 13
32,497 .19
21,197.22
5 ,501 .00
50 .00
100.00
6 ,815 .00
3,430.00
7,314 .59
0.00
2 ,250 .00
7,000 .00
53,694.41
5,501.00
50.00
6,915.00
10,744.59
2,250.00
7,000.00
53 ,694.41
(32,460 .59)
21,233.82
LOS CORRALES
LANDSCAPE MAINTENANCE DISTRICT
PROPOSED BUDGET--FISCAL YEAR 2017/2018
LOS CORRALES -773
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
Total
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Total
Postage/supplies:
Utilities:
Electricity
Water
Total
Contract Costs:
Tree Trimming
Landscape Maintenance
Pest Control (Included in Landscape)
Contingency:
FY 17/18 Projects:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30,2018
Total
Total
Total
Page 14
8 ,668 .82
20,636 .84
6 .061.00
70.00
145 .00
4,910 .00
2,400 .00
5,874 .01
0.00
3 ,000 .00
1,500 .00
29,305.66
6,061.00
70.00
5,055.00
8,274.01
3,000.00
1,500.00
29 ,305 .66
(23,960 .01)
5,345.65
BELFORD TERRACE
LANDSCAPE MAINTENANCE DISTRICT
PROPOSED BUDGET--FISCAL YEAR 2017/2018
BELFORD TERRACE -77 4
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
Total
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Total
Postage/supplies:
Utilities:
Electricity
Water
Total
Contract Costs:
Tree Trimming
Landscape Maintenance
Pest Control (Included in Landscape)
Contingency:
FY 17/18 Projects:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30, 2018
Total
Total
Total
Page 15
47 ,565 .01
29 ,447 .04
6,061 .00
70.00
600 .00
11,250.00
6,675.00
6,180.12
0.00
3,000.00
3,000 .00
77,012.05
6,061.00
70.00
11,850.00
12,855.12
3,000.00
3,000.00
77 ,012.05
(36,836 .1 2)
40,175.93
CAPISTRANO ROYALE
LANDSCAPE MAINTENANCE DISTRICT
PROPOSED BUDGET--FISCAL YEAR 2017/2018
CAPISTRANO ROYALE -775
ESTIMATED REVENUES
Projected Fund Balance 6/30/16
Estimated Assessments FY 16/17
Total
ESTIMATED EXPENDITURES FY 17/18
Staff Support:
Wage & Benefits
Total
Postage/supplies:
Utilities:
Electricity
Water
Total
Contract Costs:
Tree Trimming
Landscape Maintenance
Pest Control (Included in Landscape)
Contingency:
FY 17/18 Projects:
Projected Funds Available FY 17/18
Estimated Expenditures FY 17/18
Projected Fund Balance June 30, 2018
Total
Total
Total
Page 16
30 ,741 .05
12 ,210 .00
5,361 .00
50.00
100 .00
2.860.00
4,100.00
5,205.96
0.00
5 ,000.00
0.00
42,951.05
5,361.00
50.00
2,960.00
9,305.96
5,000.00
0.00
42 ,951 .05
(22 ,676.96)
20,274.09
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
Page 18
Page 19
Page 20
f';,-cef:
Ulld!:ICII)e ~a n l3! .~e.®
~50 500 1,000 F~~~
I I I I I I I
Page 21
Page 22
Page 23
PARTD
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 maintenance assessments
be levied according to benefit rather than according to assessed value. This Section States:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among
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 within 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 maintenance 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 which 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 2017-2018 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.
Proposed
SFR Assessment Total District ChangeOver . Lots Per lot Assessment Prior Year
Mission Woods
(Tract 7673) 79 $346.09 $27,341 .11 $0.00
Mission Springs
{Tract 8485) 74 $368.45 $27,265 .30 $0.00
Seaview Estates
(Tract 9284) 22 $963 .51 $21,197.22 $0.00
los Corrales
{Tracts 9373 & 7654) 170 $121 .39 $20,636 .30 $443.70
Belford Terrace
(Tract 9382) 64 $460.11 $29,447.04 $0.00
Capistrano Royale
{Tract 11 094/lot 29 11 095) 11 $1 '110.00 $12,210 .00 $0.00
Page 25
APN
66619101
66619102
66619103
66619104
66619105
66619106
66619107
66619108
66619109
66619110
66619111
66619112
66619113
66619114
66619115
66619116
66619111
66619119
66619120
66619121
66619122
66619123
66619124
66619125
66619126
66619127
66619128
66619129
66619130
66619131
66619132
66619201
66619202
66619203
66619204
66619205
66619206
66619207
66619208
66619209
MISSION WOODS
LANDSCAPE MAINTENANCE DISTRICT
FY 2017-2018
PROPERTY ADDRESS ASSESSMENT APN PROPERTY ADDRESS
31232 VIA CUARTEL 346.09 66619210 27682 PASEO SARONA
31242 VIA CUARTEL 346 .09 66619211 27692 PASEO SARONA
31256 VIA CUARTEL 346 .09 66619212 27712 PASEO SARONA
31272 VIA CUARTEL 346 .09 66619213 27722 PASEO SARONA
31282 VIA CUARTEL 346.09 66619214 27732 PASEO SARONA
31292 VIA CUARTEL 346 .09 66619215 27742 PASEO SARONA
31302 VIA CUARTEL 346 .09 66619216 27752 PASEO BARONA
31321 VIA PARRA 346 .09 66619217 27762 PASEO SARONA
31305 VIA PARRA 346.09 66619218 27772 PASEO SARONA
31301 VIA PARRA 346 .09 66620101 27781 PASEO ESTEBAN
31281 VIA PARRA 346.09 66620102 27771 PASEO ESTEBAN
31271 VIA PARRA 346.09 66620103 27761 PASEO ESTEBAN
31261 VIA PARRA 346 .09 66620104 27751 PASEO ESTEBAN
31241 VIA PARRA 346 .09 66620105 27741 PASEO ESTEBAN
31231 VIA PARRA 346.09 66620106 27731 PASEO ESTEBAN
31225 VIA PARRA 346.09 66620107 27711 PASEO ESTEBAN
31221 VIA PARRA 346 .09 66620108 27701 PASEO ESTEBAN
31222 VIA PARRA 346.09 66620109 27691 PASEO ESTEBAN
31226 VIA PARRA 346.09 66620110 27681 PASEO ESTEBAN
31232 VIA PARRA 346 .09 66620111 27682 PASEO ESTEBAN
31242 VIA PARRA 346 .09 66620112 27692 PASEO ESTEBAN
31252 VIA PARRA 346 .09 66620113 27702 PASEO ESTEBAN
31266 VIA PARRA 346.09 66620114 27712 PASEO ESTEBAN
31272 VIA PARRA 346 .09 66620115 27726 PASEO ESTEBAN
31292 VIA PARRA 346 .09 66620116 27742 PASEO ESTEBAN
31302 VIA PARRA 346 .09 66620117 27752 PASEO ESTEBAN
31312 VIA PARRA 346.09 66620118 27762 PASEO ESTEBAN
31332 VIA PARRA 346 .09 66620119 27772 PASEO ESTEBAN
31342 VIA PARRA 346.09 66620120 27782 PASEO ESTEBAN
31352 VIA PARRA 346 .09 66620121 31492 PASEO DURAN
31372 VIA PARRA 346 .09 66620122 31482 PASEO DURAN
31241 VIA CUARTEL 346 .09 66620123 31472 PASEO DURAN
31261 VIA CUARTEL 346 .09 66620124 31452 PASEO DURAN
31281 VIA CUARTEL 346.09 66620125 31451 PASEO DURAN
31301 VIA CUARTEL 346 .09 66620126 31461 PASEO DURAN
27681 PASEO BARONA 346 .09 66620127 31471 PASEO DURAN
27671 PASEO BARONA 346 .09 66620128 31481 PASEO DURAN
27661 PASEO BARONA 346 .09 66620129 31491 PASEO DURAN
27662 PASEO BARONA 346 .09 66620130 31501 PASEO DURAN
27672 PAS EO SARONA 346 .09
TOTAL ASSESSMENT
Page 26
FY 2017-2018
ASSESSMENT
346.09
346.09
346.09
346.09
346.09
346 .09
346 .09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346.09
346 .09
346.09
346.09
346 .09
27 ,341.11
APN
66405101
66405102
66405103
66405104
66405105
66405106
66405107
66405108
66405109
66405110
66405111
66405112
66405201
66405202
66405203
66405204
66405205
66405206
66405207
66405208
66405209
66405210
66405211
66405212
66405213
66405214
66405301
66405302
66405303
66405304
66405305
66405306
66405307
66406101
66406102
66406103
66406104
MISSION SPRINGS
LANDSCAPE MAINTENANCE DISTRICT
FY 2017-2018
PROPERTY ADDRESS ASSESSMENT APN PROPERTY ADDRESS
30981 VIA ESTENAGA 368.45 66406105 31051 VIA ESTENAGA
30971 VIA ESTENAGA 368.45 66406106 31061 VIA ESTENAGA
30961 VIA ESTENAGA 368.45 66406107 31071 VIA ESTENAGA
28331 VIA ANZAR 368.45 66406108 31081 VIA ESTENAGA
28351 VIA ANZAR 368.45 66406109 31091 VIA ESTENAGA
28361 VIA ANZAR 368.45 66406201 31002 VIA ESTENAGA
28371 VIA ANZAR 368.45 66406202 31012 VIA ESTENAGA
28381 VIA ANZAR 368.45 66406203 31032 VIA ESTENAGA
28391 VIA ANZAR 368.45 66406204 31042 VIA ESTENAGA
28411 VIA ANZAR 368.45 66406205 31062 VIA ESTENAGA
28421 VIA ANZAR 368.45 66406206 28371 VIA ORDAZ
28431 VIA ANZAR 368.45 66406207 28391 VIA ORDAZ
30982 VIA ESTENAGA 368.45 66406208 31031 PASEO BOSCANA
28342 VIA ANZAR 368.45 66406209 31011 PASEO BOSCANA
28356 VIA ANZAR 368.45 66406210 31001 PASEO BOSCANA
28372 VIA ANZAR 368.45 66406301 31002 PASEO BOSCANA
28382 VIA ANZAR 368.45 66406302 31022 PASEO BOSCANA
28402 VIA ANZAR 368.45 66406303 31032 PASEO BOSCANA
30931 VIA ERRECARTE 368.45 66406304 31011 VIA ERRECARTE
30951 VIA ERRECARTE 368.45 66406305 31001 VIA ERRECARTE
30961 VIA ERRECARTE 368.45 66406401 28342 VIA ORDAZ
30981 VIA ERRECARTE 368.45 66406402 28352 VIA ORDAZ
30992 PASEO BOSCANA 368.45 66406403 28362 VIA ORDAZ
30982 PASEO BOSCANA 368.45 66406404 28372 VIA ORDAZ
30981 PASEO BOSCANA 368.45 66406405 28382 VIA ORDAZ
30991 PASEO BOSCANA 368.45 66406406 28392 VIA ORDAZ
30882 VIA ERRECARTE 368.45 66406407 28402 VIA ORDAZ
30892 VIA ERRECARTE 368.45 66406408 28412 VIA ORDAZ
30912 VIA ERRECARTE 368.45 66406409 28422 VIA ORDAZ
30922 VIA ERRECARTE 368.45 66406410 28432 VIA ORDAZ
30942 VIA ERRECARTE 368.45 66406411 28452 VIA ORDAZ
30952 VIA ERRECARTE 368.45 66406412 28462 VIA ORDAZ
30972 VIA ERRECARTE 368.45 66406413 28472 VIA ORDAZ
30991 VIA ESTENAGA 368.45 66406414 28482 VIA ORDAZ
31011 VIA ESTENAGA 368.45 66406415 28481 VIA ORDAZ
31021 VIA ESTENAGA 368.45 66406416 28471 VIA ORDAZ
31041 VIA ESTENAGA 368.45 66406417 28461 VIA ORDAZ
TOTAL ASSESSMENT
Page 27
FY 2017-2018
ASSESSMENT
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
368.45
27,265.30
SEAVIEW ESTATES
LANDSCAPE MAINTENANCE DISTRICT
FY 2017-2018
APN PROPERTY ADDRESS ASSESSMENT
67519202 27001 PASEO ACTIVO 990 .1 0
67519203 27051 PASEO ACTIVO 990.10
67519301 27052 PASEO ACTIVO 990.10
67519302 27002 PASEO ACTIVO 990 .10
67520101 27081 PASEO ACTIVO 990.10
67520102 27101 PASEO ACTIVO 990.10
67520103 27151 PASEO PEREGRINO 990.10
67520104 27201 PASEO PEREGRINO 990.10
67520105 27221PASEOPEREG~NO 990.10
67520106 27241 PASEO PEREGRINO 990 .10
67520107 27261 PASEO PEREGRINO 990.10
67520108 27281 PASEO PEREGRINO 990.10
67520109 27301 PASEO PEREGRINO 990.10
67520110 27282 PASEO PEREGRINO 990 .10
67520111 27262 PASEO PEREGRINO 990.10
67520112 27242 PASEO PEREGRINO 990 .10
67520113 27222PASEOPEREG~NO 990.10
67520114 27202 PASEO PEREGRINO 990.10
67520115 27152 PASEO PEREGRINO 990 .1 0
67520116 27102 PASEO ACTIVO 990.10
67520117 27091 PASEO ACTIVO 990 .10
67520118 27082 PASEO ACTIVO 990.10
TOTAL ASSESSMENT 21,782.20
Page 28
APN PROPERTY ADDRESS
66607102 28072 CAMINO LA RONDA
66607103 28102 CAMINO LA RONDA
66607104 28122 CAMINO LA RONDA
66607201 28101 CAMINO LA RONDA
66607202 28111 CAM INO LA RONDA
66607203 28192 CALLE SAN REMO
66607204 28182 CALLE SAN REMO
66607205 28166 CALLE SAN REMO
66607206 28162 CALLE SAN REMO
66607207 28156 CALLE SAN REMO
66607208 28152 VIA RUEDA
66607209 28132 VIA RUEDA
66607210 28112 VIA RUEDA
66607211 28102 VIA RUEDA
66607212 28082 VIA RUEDA
66607213 28076 VIA RUEDA
66607214 28072 VIA RUEDA
666072 15 28071 VIA RUEDA
66607216 28075 VIA RUEDA
6660721 7 28081 VIA RUEDA
66607218 28091 VIA RUEDA
66607219 28111 VIA RUEDA
66607220 28121 VIA RUEDA
66607221 28141 VIA RUEDA
66607222 28151 VIA RUEDA
66607223 28116 CALLE SAN REMO
66607224 28106 CALLE SAN REMO
66607301 28105 CALLE SAN REMO
66607302 28162 VIA DEL CERRO
66607303 28172 VlA DEL CERRO
66607304 28121 CALLE SAN REMO
66607305 28125 CALLE SAN REMO
66607306 28131 CALLE SAN REMO
66607301 28201 VIA RUEDA
66607308 28221 VIA RUEDA
66607309 28151 VIA DEL CERRO
66607310 28152 VlA DEL CERRO
66607312 28142 VIA DEL CERRO
66607401 28191 CALLE SAN REMO
66607402 28185 CALLE SAN REMO
66607403 28181 CALLE SAN REMO
66607404 28171 CALLE SAN REMO
66607405 28165 CALLE SAN REMO
66607406 28161 CALLE SAN REMO
66607407 28155 CALLE SAN REMO
66607408 28151 CALLE SAN REMO
66616101 31851 VIA MONTURA
66616102 31861 VIA MONTURA
66616103 31871 VIA MONTURA
66616104 3 1891 VIA MONTURA
66616105 31901 VIA MONTURA
66616106 31921 VIA MONTURA
66616107 31941 VIA MONTURA
66616108 31951 VIA MONTURA
66616109 31961 VIA MONTI.IRA
66616201 31962 VIA MONTURA
6661620:! 31952 VIA MONTURA
LOS CORRALES
LANDSCAPE MAINTENANCE DISTRICT
FY 2017-2018 FY 2017-2018
ASSESSMENT APN PROPERTY ADDRESS ASSESSMENT APN PROPERTY ADDRESS
121 .39 66616203 31942 VIA MONTURA 121.39 66621103 31797 PASEO LABRANZA
121 .39 66616204 31932 VIA MONTURA 121 .39 66621104 31791 PASEO LA BRANZA
121 .39 66616205 31922 VIA MONTURA 121.39 66621105 31792 PAS EO LA BRANZA
121 .39 66616206 31902 VIA MONTURA 12 1.39 66621106 3 1796 PAS EO LA BRANZA
121.39 66616207 31892 VIA MONTURA 121 .39 66621101 31812 PASEO LA BRANZA
121 .39 66616208 31872 VIA MONTURA 121 .39 66621108 31822 PASEO LA BRANZA
12 1.39 66616209 31862 VIA MONTURA 121.39 66621109 27781 CAMINO LA RONDA
121 ,39 66616210 28272 VIA RUEDA 121 .39 66621110 27791 CAMINO LA RONDA
121 .39 66616211 28282 VIA RUEDA 121 .39 66621111 27811 CAMINO LA RONDA
121 .39 66616212 28292 VIA RUEDA 121 .39 66621201 31841 PAS EO LABRANZA
121 .39 66616213 28296 VIA RUEDA 121 .39 6662 1202 31851 PASEO LA BRANZA
121 .39 66616214 28295 VIA RUEDA 121.39 66621203 31871 PASEO LA BRANZA
121.39 66616215 28291 VIA RUEDA 121.39 66621204 31881 PASEO LABRANZA
121 .39 66616216 28281 VIA RUEDA 12 1.39 66621205 31891 PASEO LA BRANZA
121 .39 6661 62 17 28271 VIA RUEDA 121 .39 66621206 31893 PASEO LA BRANZA
121 .39 66616218 28261 VIA RUEDA 121.39 66621209 31892 PAS EO LA BRANZA
121 .39 66616219 28251 VIA RUEDA 121 .39 66621210 31882 PASEO LA BRANZA
121 .39 66616220 28231 VIA RUEDA 121.39 66621211 31872 PASEO LA BRANZA
121 .39 66617101 28231 PASEO CORRALES 121.39 66621212 31852 PASEO LABRANZA
121 .39 66617102 28241 PASEO CORRALES 121 .39 66621213 31842 PASEO LABRANZA
121 .39 66617103 28251 PASEO CORRALES 121 .39 66621214 31831 VIA PUNTERO
121 .39 66617104 28261 PAS EO CORRALES 121 .39 66621215 31841 VIA PUNTERO
121 39 66617105 28271 PAS EO CORRALES 121 .39 66621216 31851 VIA PUNTERO
121 .39 66617106 28281 PAS EO CORRALES 121 .39 66621217 31861 VIA PUNTERO
121 .39 66617107 28291 PAS EO CORRALES 121 .39 66621218 31871 VIA PUNTERO
121 .39 66617108 28301 PASEO CORRALES 121 .39 66621219 31881 VIA PUNTERO
121 .39 66617109 28311 PASEO CORRALES 121 .39 66621220 27832 VIA ESTANCIA
121 .39 66617110 28321 PASEO CORRALES 121 .39 66621221 27 842 VIA ESTANCIA
121 .39 66617111 28331 PASEO CORRALES 121 .39 66621222 31894 PASEO LA BRANZA
121 .39 66617112 28322 PAS EO CORRALES 121 .39 66621223 31901 PAS EO LA BRANZA
121 .39 66617113 28312 PASEO CORRALES 121 .39 66621301 31832 VIA PUNTERO
121 .39 66617114 28302 PAS EO CORRALES 121 .39 66621302 31852 VIA PUNTERO
121 .39 66617115 28292 PASEO CORRALES 121 .39 66621303 31862 VIA PUNTERO
121 39 66617116 28282 PASEO CORRALES 121 .39 66622201 27861 VIA ESTANCIA
121 .39 66617117 28272 PASEO CORRALES 121 .39 66622202 27871 VIA ESTANCIA
121 .39 66617118 28262 PASEO CORRALES 121 .39 66622203 27881 VIA ESTANCIA
121 .39 66617119 28252 PAS EO CORRALES 121 .39 66622204 27891 VIA ESTANCIA
121 .39 66617120 28242 PAS EO CORRALES 121 .39 66622205 27901 VIA ESTANCIA
121 .39 66617121 28232 PAS EO CORRALES 121 .39 66622206 27911 VIA ESTANCIA
121 .39 66617122 28271 PASEO ESTABLO 121 .39 66622207 27921 VIA ESTANCIA
121 .39 66617123 28281 PASEO EST ABLO 121 .39 66622208 27931 VIA ESTANCIA
121 .39 66617124 28291 PAS EO ESTABLO 121 .39 66622209 27941 VIA ESTANCIA
121 .39 66617125 28301 PASEO ESTABLO 121 .39 66622301 27862 VIA ESTANCIA
121 .39 6661 7 126 28311 PASEO ESTABLO 121 .39 66622302 27882 VIA ESTANCIA
121 .39 66617127 28331 PAS EO ESTABLO 121 .39 66622303 27892 VIA ESTANCIA
121 .39 66617128 28341 PASEO ESTABLO 121 .39 66622304 27894 VIA ESTANCIA
121 .39 66617129 28361 PASEO ESTABLO 121.39 66622305 27912 VIA ESTANCIA
121 .39 66617130 28371 PASEO ESTABLO 121 .39 66622306 27922 VIA ESTANCIA
121 .39 66617131 28381 PAS EO ESTABLO 121 .39 66622307 27932 VIA ESTANCIA
12 1.39 66617132 28382 PASEO ESTABLO 121 .39 66622308 27942 VIA ESTANCIA
121 .39 66617133 28372 PASEO ESTABLO 121 .39 66622309 31902 V1A FlERRO
121 .39 66617134 28352 PAS EO ESTABLO 121 .39 66622310 31892 VIA FIERRO
12 1.39 66617135 28322 PASEO ESTABLO 121 .39 66622311 31882 VIA FIERRO
121 .39 66617136 28302 PAS EO ESTABLO 12 1.39 6662231 2 31872 VIA FIERRO
121 .39 66617137 28282 PASEO ESTABLO 121 .39 66622313 28012 CAMINO LA RONDA
121 .39 66621101 31821 PASEO LA BRANZA 121 .39 66622314 28022 CAMINO LA RONDA
12 1.39 66621102 31811 PASEO LABRANZA 121 .39
TOTAL ASSESSMENT
Page 29
FY 2017·2018
ASSESSMENT
121.39
121.39
121 .39
121.39
121 ,39
121 .39
121.39
121 .39
121 .39
12 1.39
121 .39
121 .39
121.39
121 .39
121 .39
121 .39
121 .39
121 .39
121.39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
12 1.39
121 .39
121 .39
121 .39
121 .39
121 ,39
121.39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 .39
121 ,39
121 .39
121 .39
12 1.39
20,191.92
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 2017-2018
PROPERTY ADDRESS ASSESSMENT APN PROPERTY ADDRESS
31062 CASA GRANDE 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 CASA GRANDE 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 SA!'JTA 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 SANTA MARGARITA PL 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 CASA GRANDE 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 CASAGRANDE DR 460.11 65019223 31261 BELFORD DR
31152 CASAGRANDE DR 460.11 65019224 31281 BELFORD DR
TOTAL ASSESSMENTS
Page 30
FY 2017·2018
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
APN
65040301
65040302
65040303
65040304
65040305
65040306
65040308
65040309
65040310
65040311
65043104
CAPISTRANO ROYALE
LANDSCAPE MAINTENANCE DISTRICT
PROPERTY ADDRESS
26611 ROYALE DR
26591 ROYALE DR
26581 ROYALE DR
26571 ROYALE DR
26561 ROYALE DR
26551 ROYALE DR
26552 ROYALE DR
26562 ROYALE DR
26572 ROY ALE DR
26582 ROYALE DR
lRACT 11095 LOT 29
TOTAL ASSESSMENTS
Page 31
FY 2017-2018
ASSESSMENT
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
1,110.00
1,110.00
12,210.00
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 that it takes to monitor the work that is being performed per the
contracts. As an estimate, this cost includes one hour per week for a Maintenance Worker II
position and one-half hour per week for a Public Works Supervisor. 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
MISSION WOODS LANDSCAPE MAINTENANCE DISTRICT
FY07/08 FYOS/09 FY09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE IF REQUIRED 0.00% 0.00% 0.00% 0.68% 2 .76% 3.03% -0.20% 1.40% 1.00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 25.00% 25.00% 10 .00% 0 ,68% 0.00% 0 ,00% 0 00% 0 .00% 0.00% 0.00%
ASSESSMENT (ANNUAL) PER LOT $200.00 $250.00 $312.50 $343.75 $340.09 $346.09 $340.09 $346.09 $346.09 $340.09 $340.09
MISSION SPRINGS LANDSCAPE MAINTENANCE DI ST RICT
FY07/08 FYOS/09 FY09/10 FY10/11 FY 11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE IF REQUIRED 0 .00% 0.00% 0 .00% 068% 2 .76% 3 ,03% -0.20% 1.40% 1.00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 10,00% 10.00% 5 .00% 0.00% 0.00% 0 .00% 0 .00% 0 .00% 0.00% 0.00%
ASSESSMENT (ANNUA L) PER LOT $290.00 $319.00 $350.90 $368.45 $368.45 $368.45 $368.45 $368.45 $368.45 $368.45 $368.45
SEAVIEW ESTATES LANDSCAPE MAINTENANCE DI STRICT
FY07/08 FYOS/09 FY09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE IF REQUIRED 0.00% 0 .00% 0.00% 0 ,68% 2.76% 3 ,03% -0 ,20% 1.40% 1.00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 25.00% 25.00% 10.00% 0.68% 0 .00% 0.00% 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 $963.51 $963 .. 51
LOS COR.RALES LANDSCAPE MAINTENANCE DISTRICT
FY07/08 FYOS/09 FY09/10 FY 10/11 FY11/12 FY12/13 FY13/14 FY14115 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE IF REQUIRED 000% 0.00% 0.00% 0.68% 2.76% 3.03% -0.20% 1.40% 1.00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 20.00% 20.00% 0.00% 0.68% 0.00% 0 .00% 0,00% 1.40% 1.00% 2 .20%
ASSESSMENT (ANNUAL) PER LOT $80.00 $96.00 $115.20 $115.20 $115.98 $115.98 $115.98 $115.98 $117.60 $118.78 $1 21.39
BELFORD TERRACE LANDSCAPE M A INTENANCE DISTRICT
FY07/08 FYOS/09 FY09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE IF REQUIRED 3.11% 3.30% 0.00% 0 .68% 2 .76% 3 .03% -0.20% 1.40% 1 .00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED CIJ 3.11% 3.30% 0.00% 0 ,68% 0.00% 0 ,00% 0 .0 0% 0.00% 0.00% 000%
ASSESSMENT (ANNUAL) PER LOT $429.06 $442.40 $457.00 $457.00 S460.11 $460.11 $460.11 $400.11 S460.11 S460.11 $400.11
CAPI STRANO ROYALE LANDSCAPE MAINTENANCE DI STRICT
FY07/08 FYOS/09 FY09/10 FY10/11 FY11/12 FY12/13 FY13/14 FY 14/15 FY15/16 FY16/17 FY17/18
CPI RATE INCREASE-NOT APPLICABLE 0.00% 0.00% 0.00% 0 .00% 0.00% 0 .00% -0.20% 1.40% 1.00% 2.20%
PERCENTAGE ASSESSMENT RATE INCREASE APPROVED 121 0 .00% 0 .00% 000% 0.00% 0.00% 0 .00% 0 .0 0% 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 $1 ,110.00 $1 ,110.00
<11. FY 08/09 recommendation of 15% increase 1o0ted down. FY 09110 recommendation of 10% increase 1o0ted down. CPI adjustment apprO\ed
f21. FY 08/09 recommendation of 45% increase 1o0ted down. FY 09110 recommendation of 25% increase 1o0ted down. District does not ha..e built in CPI inflator.
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