From: Jennifer Ott
To: CityCouncil-List
Cc: Erin Smith; Len Aslanian; Liz Acord
Subject: Zone 7 Fund Balance Summary and Other Questions Date: Thursday, June 15, 2023 11:37:21 AM
Attachments: Zone7FundBalanceSummary_061423.pdf
MasterStTreePlan_FinalDraft_Gold Coast.pdf
Mayor and City Council:
Based on requests from Councilmembers, I wanted to provide the full Council with the attached fund balance summary of the Zone 7 fund dating back to Fiscal Year 2010-11, consistent with the City’s retention policy. Property owners have also asked for this information as well and we will post it to the agenda for their review. I have also provided responses to other questions I received about Zone 7 for the Council’s information:
1. Can we provide the Council and zone 7 property owners with the list of allowed trees in our Street Tree Master Plan?
2. The recommended trees for the Gold Coast Zone, including Bay Street, are as attached from the 2010 Street Tree Master Plan
. We will also post the list to the agenda.
3. Do old elms have shallow roots that cause sidewalk damage? Are there other reasons we may not like to plant these or other “enhanced” maintenance trees that are on Bay Street?
The old Elms on Bay St are well established and do not have a shallow root system. Most of the sidewalk on Bay St has been replaced and we are not seeing more than usual sidewalk damage. The American or “old Elms” on Bay St are specifically susceptible to Dutch Elm Disease which requires specific treatment to keep the disease from progressing. Dutch Elm disease is why the American Elm is no longer planted. Hybrid Elm varieties are now available that are resistant to the disease; however the hybrids don’t get as large as the American Elms.
4. Who paid for testing and tree removal in the past? The Zone 7 Fund or the General Fund?
Staff has looked through accounting records as far back as retention policy allows (Fiscal Year 2010- 11), and as far as our records show, the Zone Fund has paid for the cost of testing and removal. See attached table of accounting.
5. What is the confirmed fund balance?
See attached table of accounting.
6. Are there other neighborhoods that have enhanced street trees? Palm trees on Burbank? Some of the trees on Central Ave?
Park Street, Webster Street and Harbor Bay zones of the Landscape and Lighting District also have more frequent/special tree care. There is no enhanced maintenance assessments for the Palm trees on Burbank or other special trees on Central Avenue.
Thanks,
Jennifer
June 14, 2023
98,308.32$
55,664.88$
3,000.00$
45,643.44$
Fiscal
Year
Per Property
Assessment
Annual
Assessment
Levied
Annual City
Contribution
Other (ex.
interest, etc..)
TOTAL
REVENUE
TOTAL
EXPENSE
FISCAL YEAR
END FUND
BALANCE Expense Details**
2022-23 -$ -$ 3,000.00$ -$ 3,000.00$ 55,664.88$ 45,643.44$ Includes old elm testing/removal; pest control, injections 2021-22* -$ -$ 3,000.00$ 1,871.71$ 4,871.71$ 6,598.96$ 98,308.32$ Services included tree treatments 2020-21* 100.00$ 3,900.00$ 3,000.00$ 165.16$ 7,065.16$ 4,348.66$ 100,035.57$ No services rendered; expenses are administrative only 2019-20* 100.00$ 3,900.00$ 3,000.00$ 4,616.93$ 11,516.93$ 4,284.91$ 97,319.07$ Services included tree pruning, elm inspections, watering 2018-19* 100.00$ 3,900.00$ 3,000.00$ 2,508.01$ 9,408.01$ 17,355.29$ 90,087.05$ Services included planting of new trees 2017-18* 100.00$ 3,900.00$ 3,000.00$ 669.58$ 7,569.58$ 3,461.19$ 98,034.33$ No services rendered; expenses are administrative only 2016-17 100.00$ 3,900.00$ 3,000.00$ 218.56$ 7,118.56$ 521.19$ 93,925.94$ No services rendered; expenses are administrative only 2015-16 150.00$ 5,850.00$ 3,000.00$ 1,205.12$ 10,055.12$ 553.78$ 87,328.57$ No services rendered; expenses are administrative only 2014-15 150.00$ 5,850.00$ 3,000.00$ 366.20$ 9,216.20$ 1,249.78$ 77,827.23$ No services rendered; expenses are administrative only 2013-14 150.00$ 5,850.00$ 3,000.00$ (3.15)$ 8,846.85$ 553.80$ 69,860.81$
Actual assessment received from County $5,557.50. No services rendered; expenses are administrative
2012-13 150.00$ 5,850.00$ 3,000.00$ 524.12$ 9,374.12$ 505.79$ 61,567.76$ No services rendered; expenses are administrative only 2011-12 150.00$ 5,850.00$ 3,000.00$ 817.00$ 9,667.00$ 5,632.93$ 52,699.43$ Services included tree removals 2010-11 150.00$ 5,850.00$ 3,000.00$ 1,369.27$ 10,219.27$ 10,436.91$ 48,665.36$ Services include Bartlett report and tree removals *City Contribution and administrative charges incorrectly coded. correction will be made for all years resulting in $240 credit to Zone 7 Fund. **Total expense for each fiscal year includes cost for services, district administration and County costs Projected FY2022-23 Closing Balance
Landscape and Lighting District Zone 7 Fund Balance Summary FY2021-22 Closing Balance
Projected FY2022-23 Expense
FY2022-23 Revenue (City)
66 66
GOLD COAST
Total # trees surveyed: 1095
Vacant Sites: 232
Range of Planting Strip Widths: 2-6 feet
Existing Trees:
Ginkgo biloba
Liquidambar styraciflua
Platanus acerifolia
Prunus caroliniana
Pyrus calleryana
Robinia pseudoacacia
Ulmus procera
Washingtonia robusta
This neighborhood contains trees that have some of the largest average DBH measurements in the city. The trees are fairly evenly distributed, but the most fre - quent species is black locust. The next most frequent species are, in descending order: English elm, Mexican fan palm, Liquidambar, and London plane. Many of the Mexican fan palms are found along Burbank Street. The majority of these top five species are larger than 12” DBH, due in part to the area’s exceptionally good soils. The larger sized trees, while very attractive and essential to the ambience of the neighborhood, also cause quite a bit of pavement damage. This neighbor - hood can continue to add to its already dense tree cover since a total of 232 new planting sites have been identified.
Planting Recommendations:
Ginkgo biloba ‘Saratoga’ - Saratoga maidenhair tree
Magnolia grandiflora ‘Russet’ - southern magnolia
Magnolia grandiflora ‘St. Mary’- southern magnolia
Prunus yedoensis - Yoshino cherry
Quercus palustrus - pin oak
Quercus shumardii - Shumard oak
Tilia tomentosa ‘Green Mountain’ or ‘Sterling’ - silver linden Acer rubrum ‘October Glory’ and ‘Brandywine’ - red maple Ulmus ‘Frontier’ - hybrid elm