12 Governor, the Office of Emergency Services, which is responsible for addressing natural, technological, or human-caused disasters and emergencies, including responsibility for activities necessary to prevent, respond to, recover from, and mitigate the effects of emergencies and disasters to people and property. This bill would find and declare that the State Threat Assessment Center (STAC) serves as California’s information-sharing clearinghouse of strategic threat analysis and situational awareness reporting for statewide leadership and the public safety community, as specified, and that the STAC is California’s state primary fusion center, as designated by the Governor, and is operated by the Department of the California Highway Patrol, the Office of Emergency Services, and the Department of Justice. The bill would make other findings and declarations related to drug trafficking and transnational criminal organizations. The bill would require the STAC and the Office of Emergency Services to prioritize, to the greatest extent possible, cooperation with state and local efforts to illuminate, disrupt, degrade, and dismantle criminal networks trafficking opioid drugs that pose a threat to California. The bill would require the STAC to support state and local interagency task forces to combat illegal opioid trafficking in California, as specified, including preparing and disseminating intelligence products for public safety entities.
AB 955 - Controlled substances
Existing law makes possession of specified controlled substances, including fentanyl, punishable by imprisonment in a county jail not to exceed one year, except as specified.
Existing law makes possession of a controlled substance for the purposes of sale of the substance punishable by imprisonment in a county jail for a period of 2, 3, or 4 years.
This bill would make the sale of fentanyl on a social media platform, as defined, in California punishable by imprisonment in a county jail for a period of 3, 6, or 9 years. By creating a new crime, this bill would impose a state-mandated local program. The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.
The full text of these Bills is included as Attachment 4-7.
AB 742 Law enforcement: police canines
BACKGROUND
On May 2, 2023, the California Police Chiefs Association requested cities send letters opposing the bill banning police canines (AB 742). On May 5, 2023, the Mayor communicated a letter of opposition (Attachment 8) electronically via the California Legislature Position Letter Portal and to the Assembly Appropriations Committee and League of California Cities. On May 31, 2023, the bill was “ordered to inactive file."
BILL SUMMARY
Existing law authorizes a peace officer to use reasonable force to effect the arrest, to prevent escape, or to overcome resistance of an individual. Existing law requires law enforcement agencies to maintain a policy on the use of force. Existing law prohibits the use of kinetic energy projectiles or chemical agents by any law enforcement agency to
12 disperse any assembly, protest, or demonstration, except in compliance with specified standards. This bill would prohibit the use of an unleashed police canine by law enforcement to apprehend a person, and any use of a police canine for crowd control.
The bill would prohibit law enforcement agencies from authorizing any use or training of a police canine that is inconsistent with this bill.
The full AB 742 Bill Text is included as Attachment 9.
COMMUNITY ENGAGEMENT:
Inform - this report serves to inform the community on the City’s position on pending legislation that directly impacts the City of Morgan Hill.
ALTERNATIVE ACTIONS:
The City Council could rescind the positions taken.
PRIOR CITY COUNCIL AND COMMISSION ACTIONS:
City Council periodically ratifies City positions on various pending State, County or other regional board legislation or actions that have a direct impact on the City of Morgan Hill.
FISCAL AND RESOURCE IMPACT:
Tracking legislation is an activity included in the annual workplan of the City Manager’s Office.
CEQA (California Environmental Quality Act):
Not a Project - administrative action/activity without an impact.
ACTION ALERT
Fentanyl Crisis Legislation
Why this matters:
Communities throughout California are struggling with a quickly evolving opioid crisis, which is now being driven by the increase in synthetic opioid-related deaths — primarily fentanyl. According to the Centers for Disease Control and Prevention, 71,000 people died from synthetic opioid-related overdose in the United States in 2021, of which, 7,000 deaths occurred in California. In other words, 1 out of every 10 deaths from synthetic opioids in the United States occurs in California. Key legislation to help address the fentanyl crisis includes:
AB 33 (Bains) Fentanyl Addiction and Overdose Prevention Task Force. • Would establish the Fentanyl Addiction and Overdose Prevention Task Force to undertake various duties relating to fentanyl abuse.
AB 367 (Maienschein) Controlled Substances: Enhancements. • Would clarify that the “great bodily injury” sentence enhancement applies when a person sells or otherwise provides fentanyl to a person who subsequently suffers a significant or substantial physical injury from using the substance.
AB 474 (Rodriguez) State Threat Assessment Center: Transnational Criminal Organizations. • Would require the State Threat Assessment Center and the California Office of Emergency Services to prioritize, to the greatest extent possible, cooperation with state and local efforts to disrupt and dismantle criminal networks trafficking opioid drugs that pose a threat to California.
AB 955 (Petrie-Norris) Controlled Substances
• Would make the sale of fentanyl on a social media platform in California punishable by imprisonment in a county jail for a period of 3, 6, or 9 years.
Call and send a letter to the Assembly Committee on Public Safety urging them to support critical fentanyl-related legislation.
The hearing is scheduled for Thursday, April 27, 2023.
AB 33 (Bains), AB 367 (Maienschien), AB 474 (Rodriguez), and AB 955 (Petrie-Norris)
ACTION
Talking Points
• It is critical that we advance legislative measures that would help stem the tide of illicit substance-related deaths in California and bring relief to the many communities mourning tragic, preventable deaths.
• Local communities experience the realities of the opioid epidemic each day through the increasing toll on families, first responders, educators, and many others.
• We call on lawmakers to take action on a number of proposed measures that put forward comprehensive solutions to address the substance use crisis and improve the safety and well-being of all Californians.
Contact Information for the Assembly Public Safety Committee Assembly Member Jones-Sawyer (Chair) - (916) 319-2057
Assembly Member Alanis (Vice Chair) - (916) 319-2022
Assembly Member Bonta - (916) 319-2018
Assembly Member Bryan - (916) 319-2055
Assembly Member Lackey - (916) 319-2034
Assembly Member Ortega - (916) 319-2020
Assembly Member Santiago - (916) 319-2054
Assembly Member Zbur - (916) 319-2051
What are examples of what is happening in our communities? Merced
California dad arrested after girl, 2, overdoses on fentanyl San Francisco
Drug overdose deaths in California are skyrocketing, as the fentanyl crisis reaches beyond San Francisco
Aliso Viejo
More teenagers dying from fentanyl. ‘It has a hold on me, and I don’t know why’ Santa Cruz
12-year-old Santa Cruz girl overdoses on Fentanyl, after buying drug Sacramento
• 'Someone knows something': Sacramento family in mourning after 20-year-old dies of fentanyl poisoning
• Fentanyl continues to take students’ lives in Sacramento. Here’s how parents and schools are responding.
Los Angeles
• Teen died from fentanyl in school bathroom as mom begged staff to find her
• L.A. riders bail on Metro trains amid ‘horror’ of deadly drug overdoses, crime • 10 Los Angeles middle schoolers treated for suspected overdoses Hollywood
7th LAUSD teen overdoses from possible fentanyl-laced pills Gilroy
3 dead, 1 hospitalized in suspected fentanyl overdose in Gilroy: sheriff Riverside
Woman died from fentanyl overdose while at Riverside County sobering center, according to lawsuit
Bakersfield
• Reports detail toddler’s fentanyl overdose; parents admit smoking drug every 7 hours
• North HS parents, administrators concerned over social media reports of fentanyl overdoses
Fresno
'If she could save one life': Legacy for CA fentanyl victim who died before high school graduation
Moreno Valley
Man dead, 2 women hospitalized after possibly ingesting fentanyl at Moreno Valley hotel
Orange County
Startling increase found in deaths of Orange County homeless people. Drugs are the main cause
Placer County/Roseville
Video shows alleged fentanyl sale and overdose minutes later in Placer County Santa Clarita
Possible fentanyl overdose in Santa Clarita sends junior high student to hospital Kern County/Ridgecrest
Fentanyl overdoses on the rise in the community
Riverbank
18-month-old dies of a fentanyl overdose in Riverbank; mother and boyfriend arrested
San Luis Obispo
California mother charged after 3-year-old son dies of fentanyl overdose San Bernardino County/Victorville
18-year-old charged with murder in teen’s fentanyl overdose death in San Bernardino County
Livermore
23-month-old dies from fentanyl overdose, California cops say. Now dad is arrested Bay Area/Los Gatos
• ‘We are not trying to scare you.’ In California, fentanyl now behind 1 out of every 5 youth deaths
• Fentanyl-fueled overdose deaths are spiking in these Bay Area ZIP codes Butte County
2-year-old overdoses on fentanyl, parents arrested in Northern California Upland
Upland High student dies from fentanyl overdose
Yuba County
Man charged with murder for in-custody fentanyl overdose Milpitas
13 inmates overdose on fentanyl in Milpitas jail in one week Statewide
‘One pill can kill’: Tragic teen deaths spur California schools to finally battle fentanyl crisis
OFFICE OF THE MAYOR
17575 PEAK AVENUE
MORGAN HILL, CA 95037
PHONE 408-310-4647
408-221 MOBILE 408-221-6203
WWW.MORGANHILL.CA.GOV
April 27, 2023
The Honorable Reginald Jones-Sawyer
Chair, Assembly Public Safety Committee
1020 N Street, Room 111
Sacramento, CA 95814
RE: Support of Fentanyl and Substance Use Related Legislation Dear Assembly Member Jones-Sawyer,
The City of Morgan Hill is encouraged that the Assembly Public Safety Committee will be considering a slate of bills that could help save countless lives throughout our state. The City of Morgan Hill supports several critically needed fentanyl and substance use-related pieces of legislation. These measures would stem the tide of illicit substance-related deaths in California and bring relief to the many communities mourning tragic, preventable deaths.
According to the Centers for Disease Control and Prevention, 71,000 people died from synthetic opioid-related overdose in the United States in 2021, of which, 7,000 deaths occurred in California. In other words, 1 out of every 10 deaths from synthetic opioids in the United States occurs in California. The increase of drug-related overdose deaths is largely being driven by the increase in synthetic opioid-related deaths, primarily fentanyl.
Local communities experience the realities of the opioid epidemic every day through the increasing toll on families, first responders, educators, child welfare agencies, public safety officials, health professionals, and community organizations, among others. As committed partners in finding solutions to address the growing substance use crisis in our state, the City of Morgan Hill supports the following measures:
Assembly Public Safety Special Hearing on Fentanyl
AB 33 (Bains) Fentanyl Addiction and Overdose Prevention Task Force.
AB 367 (Maienschein) Controlled Substances: Enhancements.
AB 474 (Rodriguez) State Threat Assessment Center: Transnational Criminal Organizations.
AB 955 (Petrie-Norris) Controlled Substances
The City of Morgan Hill has lost seven community members to fentanyl poisoning in the past 3 years. Morgan Hill Police Department has seized over 340 grams of fentanyl and made 9 arrests for possession of fentanyl.
These bills provide support to law enforcement seeking justice for families who have lost loved ones by charging and prosecuting those who sell, distribute, furnish, and administer this deadly substance and cause harm.
Now, more than ever, is the time to take action on measures that will preserve human life and improve the safety and well-being of all Californians. For these reasons, the City of Morgan Hill requests your support on these fentanyl related measures.
Sincerely,
Mark Turner
Mayor
cc: Members, Assembly Public Safety Committee
Senator John Laird
Assemblymember Gail Pellerin
Seth Miller, Regional Public Affairs Manager, League of California Cities, [email protected] Meg Desmond, League of California Cities, [email protected]
AMENDED IN ASSEMBLY MAY 2, 2023
AMENDED IN ASSEMBLY MARCH 9, 2023
AMENDED IN ASSEMBLY MARCH 2, 2023
california legislature—2023–24 regular session
ASSEMBLY BILL No. 33
Introduced by Assembly Member Bains
(Coauthors: Assembly Members Bryan, Joe Patterson, Waldron, and Wood) Wood, and Zbur)
December 5, 2022
An act to add and repeal Section 11455 of the Health and Safety Code, relating to controlled substances.
legislative counsel’s digest
AB 33, as amended, Bains. Fentanyl Addiction and Overdose Prevention Task Force.
Existing law, the California Uniform Controlled Substances Act, classifies controlled substances into 5 schedules and places the greatest restrictions and penalties on the use of those substances placed in Schedule I. The act classifies the drug fentanyl in Schedule II. Existing law prohibits a person from possessing for sale or purchasing for purposes of sale, specified controlled substances, including fentanyl, and provides for imprisonment in a county jail for 2, 3, or 4 years for a violation of this provision.
This bill would establish the Fentanyl Addiction and Overdose Prevention Task Force to undertake various duties relating to fentanyl abuse, including, among others, collecting and organizing data on the nature and extent of fentanyl abuse in California and evaluating approaches to increase public awareness of fentanyl abuse. The bill
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would require the task force to be cochaired by the Attorney General and the Surgeon General, or their designees, and would specify the membership of the task force. The bill would require the first meeting of the task force to take place no later than March 1, 2024, and would require the task force to meet at least once every 2 months. The bill would require the task force to submit an interim report to the Attorney General, the Governor, and the Legislature by July Governor and the Legislature by January 1, 2025, and would require the task force to report its findings and recommendations to the Attorney General, the Governor, Governor and the Legislature by July 1, 2025. The bill would repeal these provisions on January 1, 2026.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 11455 is added to the Health and Safety line 2 Code, to read:
line 3 11455. (a) There is hereby established the Fentanyl Addiction line 4 and Overdose Prevention Task Force to do the following, to the line 5 extent feasible:
line 6 (1) Collect and organize data on the nature and extent of fentanyl line 7 abuse in California.
line 8 (2) Identify and assess sources and drivers of legal and illicit line 9 fentanyl activity in California.
line 10 (3) Measure and evaluate the progress and effectiveness of the line 11 state’s education, prevention, treatment, and enforcement efforts line 12 in preventing fentanyl abuse and death from the intentional use of line 13 fentanyl or the unintentional use of illicit substances containing line 14 fentanyl, including the prosecution of persons engaged in the illegal line 15 manufacture, sale, and trafficking of fentanyl. line 16 (4) Evaluate approaches to increase public awareness of fentanyl line 17 abuse.
line 18 (5) Analyze existing statutes for their adequacy in addressing line 19 fentanyl abuse and, if the analysis determines that those statutes line 20 are inadequate, recommend revisions to those statutes or the line 21 enactment of new statutes that specifically define and address line 22 fentanyl abuse.
line 23 (6) Consult with governmental and nongovernmental line 24 organizations in developing recommendations to strengthen state 96 AB 33 — 2 —
line 1 and local efforts to prevent fentanyl abuse and death from the line 2 intentional use of fentanyl or the unintentional use of illicit line 3 substances containing fentanyl, protect and assist persons who line 4 misuse fentanyl or other illicit substances that may contain fentanyl, line 5 develop policy recommendations on the implementation of line 6 evidence-based practices to reduce fentanyl overdoses, and line 7 prosecute individuals engaged in the illegal manufacture, sale, and line 8 trafficking of fentanyl.
line 9 (7) Develop model treatment protocols for medication-assisted line 10 treatment (MAT) of fentanyl addiction and abuse, including, but line 11 not limited to, the prescription of buprenorphine and other line 12 medications.
line 13 (8) Recommend strategies to increase the ability and willingness line 14 of the medical community to treat fentanyl addiction and abuse, line 15 including identifying barriers to accessing medical care, biases line 16 within the medical community against people addicted to fentanyl line 17 and other illicit substances that may contain fentanyl, who misuse line 18 fentanyl or other illicit substances that may contain fentanyl, and line 19 legal, regulatory, and practical hurdles in the delivery of MAT, line 20 behavioral therapy, and other medical strategies critical in the line 21 treatment of fentanyl addiction and abuse. abuse, which may line 22 include, but are not limited to, overdose prevention centers, line 23 fentanyl testing strip distribution, and access to overdose reversal line 24 treatment.
line 25 (9) Assess gaps in federal, state, and local resources to address line 26 fentanyl addiction and abuse.
line 27 (b) The task force shall be cochaired by the Attorney General line 28 and the Surgeon General or their designees. The Department of line 29 Justice and the Office of the Surgeon General shall provide staff line 30 and support for the task force, to the extent that resources are line 31 available.
line 32 (c) The members of the task force shall serve at the pleasure of line 33 the respective appointing authority. Reimbursement of necessary line 34 expenses may be provided at the discretion of the respective line 35 appointing authority or agency participating in the task force. The line 36 task force shall be comprised of the following representatives or line 37 their designees:
line 38 (1) The Attorney General.
line 39 (2) The Surgeon General.
line 40 (3) The Director of the State Department of Public Health. 96 — 3 — AB 33
line 1 (4) The Director of the State Department of Health Care line 2 Services.
line 3 (5) The Director of the State Department of Social Services. line 4 (6) The Director of the California Health and Human Services line 5 Agency.
line 6 (5)
line 7 (7) One Member of the Senate, appointed by the Senate Rules line 8 Committee.
line 9 (6)
line 10 (8) One Member of the Assembly, appointed by the Speaker of line 11 the Assembly.
line 12 (9) The Chairperson of the Judicial Council.
line 13 (7)
line 14 (10) One representative from the California District Attorneys line 15 Association.
line 16 (11) One representative from the California Public Defenders line 17 Association.
line 18 (8)
line 19 (12) One representative from the State Department of Education. line 20 (9)
line 21 (13) One representative from the California Hospital line 22 Association.
line 23 (10)
line 24 (14) One representative from the California Medical Association. line 25 (15) One representative from the County Health Executives line 26 Association of California.
line 27 (16) One representative from the County Behavioral Health line 28 Directors Association.
line 29 (17) One representative from a local health department, line 30 appointed by the Governor.
line 31 (11)
line 32 (18) Three representatives of law enforcement, one selected by line 33 the California State Sheriffs’ Association, one selected by the line 34 California Police Chiefs Association, and one selected by the line 35 Department of the California Highway Patrol.
line 36 (12)
line 37 (19) One representative from the California Society of Addiction line 38 Medicine. Medicine who is a mental health professional. 96 AB 33 — 4 —
line 1 (13) Two representatives from community organizations that line 2 serve persons who misuse fentanyl and other illicit substances that line 3 may contain fentanyl, appointed by the Governor. line 4 (20) One representative who is in recovery from fentanyl or line 5 opioid abuse, appointed by the Governor.
line 6 (14)
line 7 (21) One representative from a federally qualified health center, line 8 appointed by the Governor.
line 9 (22) One representative from an organization that provides line 10 services to homeless individuals, one representative from an line 11 organization that provides services to individuals with substance line 12 use disorders, and one representative from an organization that line 13 serves persons who misuse fentanyl or other illicit substances that line 14 may contain fentanyl, appointed by the Governor. line 15 (23) One representative from an organization that provides line 16 services to youths relating to substance abuse. line 17 (d) Whenever possible, members of the task force shall have line 18 experience providing services to persons who misuse fentanyl or line 19 other illicit substances that may contain fentanyl or have knowledge line 20 of fentanyl abuse issues.
line 21 (e) The task force shall meet at least once every two months. line 22 Subcommittees may be formed and meet as necessary. All meetings line 23 shall be open to the public. The first meeting of the task force shall line 24 be held no later than March 1, 2024.
line 25 (f) (1) On or before July 1, 2025, the task force shall report its line 26 findings and recommendations to the Governor, the Attorney line 27 General, Governor and the Legislature. At the request of any line 28 member, the report may include minority findings and line 29 recommendations.
line 30 (2) On or before January 1, 2025, the task force shall submit an line 31 interim report to the Governor, the Attorney General, Governor line 32 and the Legislature.
line 33 (3) A report to be submitted pursuant to this subdivision shall line 34 be submitted in compliance with Section 9795 of the Government line 35 Code.
line 36 (g) For the purposes of this section, “fentanyl abuse” means the line 37 use of fentanyl or products containing fentanyl in a manner or with line 38 a frequency that negatively impacts one or more areas of physical, line 39 mental, or emotional health.
96 — 5 — AB 33
line 1 (h) This section shall remain in effect only until January 1, 2026, line 2 and as of that date is repealed.
O
96 AB 33 — 6 —
AMENDED IN ASSEMBLY MARCH 22, 2023
california legislature—2023–24 regular session
ASSEMBLY BILL No. 367
Introduced by Assembly Member Maienschein
February 1, 2023
An act to amend amend, repeal, and add Section 12022.7 of the Penal Code, relating to controlled substances.
legislative counsel’s digest
AB 367, as amended, Maienschein. Controlled substances:
enhancements.
Existing law imposes an additional and consecutive 3- or 5-year term in the state prison on a person who personally inflicts great bodily injury on a person in the commission of a felony, as specified.
This bill bill, until January 1, 2029, would state that, for purposes of the this enhancement, a person inflicts great bodily injury when they sell, furnish, administer, or give away a controlled substance fentanyl or an analog of fentanyl and the person to whom the substance was sold, furnished, administered, or given suffers a significant or substantial physical injury from using the substance. The bill would specify that this provision does not apply to juvenile offenders. By expanding the scope of an existing crime, this bill would impose a state-mandated local program.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state.
Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement is required by this act for a specified reason.
98
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: yes.
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 12022.7 of the Penal Code is amended line 2 to read:
line 3 12022.7. (a) A person who personally inflicts great bodily line 4 injury on any a person other than an accomplice in the commission line 5 of a felony or attempted felony shall be punished by an additional line 6 and consecutive term of imprisonment in the state prison for three line 7 years.
line 8 (b) (1) A person who personally inflicts great bodily injury on line 9 any a person other than an accomplice in the commission of a line 10 felony or attempted felony which that causes the victim to become line 11 comatose due to brain injury or to suffer paralysis of a permanent line 12 nature shall be punished by an additional and consecutive term of line 13 imprisonment in the state prison for five years. As line 14 (2) As used in this subdivision, “paralysis” means a major or line 15 complete loss of motor function resulting from injury to the nervous line 16 system or to a muscular mechanism.
line 17 (c) A person who personally inflicts great bodily injury on a line 18 person who is 70 years of age or older, other than an accomplice, line 19 in the commission of a felony or attempted felony shall be punished line 20 by an additional and consecutive term of imprisonment in the state line 21 prison for five years.
line 22 (d) A person who personally inflicts great bodily injury on a line 23 child under the age of five years in the commission of a felony or line 24 attempted felony shall be punished by an additional and line 25 consecutive term of imprisonment in the state prison for four, five, line 26 or six years.
line 27 (e) (1) A person who personally inflicts great bodily injury line 28 under circumstances involving domestic violence in the line 29 commission of a felony or attempted felony shall be punished by line 30 an additional and consecutive term of imprisonment in the state line 31 prison for three, four, or five years. As
line 32 (2) As used in this subdivision, “domestic violence” has the line 33 meaning provided in subdivision (b) of Section 13700. line 34 (f) (1) As used in this section, “great bodily injury” means a line 35 significant or substantial physical injury.
98 AB 367 — 2 —
line 1 (2) (A) As used in this section, a person who sells, furnishes, line 2 administers, or gives away a controlled substance fentanyl or an line 3 analog of fentanyl personally inflicts great bodily injury when the line 4 person to whom the substance was sold, furnished, administered, line 5 or given suffers a significant or substantial physical injury from line 6 using the substance.
line 7 (B) This paragraph does not apply to juvenile offenders. line 8 (g) (1) This section shall does not apply to murder or line 9 manslaughter or a violation of Section 451 or 452. Subdivisions line 10 (2) Subdivisions (a), (b), (c), and (d) shall do not apply if line 11 infliction of great bodily injury is an element of the offense. line 12 (h) The court shall impose the additional terms of imprisonment line 13 under either subdivision (a), (b), (c), or (d), (d) but may not impose line 14 more than one of those terms for the same offense. line 15 (i) This section shall remain in effect only until January 1, 2029, line 16 and as of that date is repealed.
line 17 SEC. 2. Section 12022.7 is added to the Penal Code, to read:
line 18 12022.7. (a) A person who personally inflicts great bodily line 19 injury on a person other than an accomplice in the commission of line 20 a felony or attempted felony shall be punished by an additional line 21 and consecutive term of imprisonment in the state prison for three line 22 years.
line 23 (b) (1) A person who personally inflicts great bodily injury on line 24 a person other than an accomplice in the commission of a felony line 25 or attempted felony that causes the victim to become comatose due line 26 to brain injury or to suffer paralysis of a permanent nature shall line 27 be punished by an additional and consecutive term of imprisonment line 28 in the state prison for five years.
line 29 (2) As used in this subdivision, “paralysis” means a major or line 30 complete loss of motor function resulting from injury to the nervous line 31 system or to a muscular mechanism.
line 32 (c) A person who personally inflicts great bodily injury on a line 33 person who is 70 years of age or older, other than an accomplice, line 34 in the commission of a felony or attempted felony shall be punished line 35 by an additional and consecutive term of imprisonment in the state line 36 prison for five years.
line 37 (d) A person who personally inflicts great bodily injury on a line 38 child under the age of five years in the commission of a felony or line 39 attempted felony shall be punished by an additional and 98 — 3 — AB 367
line 1 consecutive term of imprisonment in the state prison for four, five, line 2 or six years.
line 3 (e) (1) A person who personally inflicts great bodily injury line 4 under circumstances involving domestic violence in the commission line 5 of a felony or attempted felony shall be punished by an additional line 6 and consecutive term of imprisonment in the state prison for three, line 7 four, or five years.
line 8 (2) As used in this subdivision, “domestic violence” has the line 9 meaning provided in subdivision (b) of Section 13700. line 10 (f) As used in this section, “great bodily injury” means a line 11 significant or substantial physical injury.
line 12 (g) (1) This section does not apply to murder or manslaughter line 13 or a violation of Section 451 or 452.
line 14 (2) Subdivisions (a), (b), (c), and (d) do not apply if infliction line 15 of great bodily injury is an element of the offense. line 16 (h) The court shall impose the additional terms of imprisonment line 17 under subdivision (a), (b), (c), or (d) but may not impose more line 18 than one of those terms for the same offense.
line 19 (i) This section shall become operative on January 1, 2029. line 20 SEC. 2.
line 21 SEC. 3. No reimbursement is required by this act pursuant to line 22 Section 6 of Article XIIIB of the California Constitution because line 23 the only costs that may be incurred by a local agency or school line 24 district will be incurred because this act creates a new crime or line 25 infraction, eliminates a crime or infraction, or changes the penalty line 26 for a crime or infraction, within the meaning of Section 17556 of line 27 the Government Code, or changes the definition of a crime within line 28 the meaning of Section 6 of Article XIII B of the California line 29 Constitution.
O
98 AB 367 — 4 —
california legislature—2023–24 regular session
ASSEMBLY BILL No. 474
Introduced by Assembly Member Rodriguez
(Coauthor: Assembly Member Waldron)
February 7, 2023
An act to add Section 8685.11 to the Government Code, relating to state government.
legislative counsel’s digest
AB 474, as introduced, Rodriguez. State Threat Assessment Center:
transnational criminal organizations.
Existing law, the California Emergency Services Act, creates, within the office of the Governor, the Office of Emergency Services, which is responsible for addressing natural, technological, or human-caused disasters and emergencies, including responsibility for activities necessary to prevent, respond to, recover from, and mitigate the effects of emergencies and disasters to people and property.
This bill would find and declare that the State Threat Assessment Center (STAC) serves as California’s information-sharing clearinghouse of strategic threat analysis and situational awareness reporting for statewide leadership and the public safety community, as specified, and that the STAC is California’s state primary fusion center, as designated by the Governor, and is operated by the Department of the California Highway Patrol, the Office of Emergency Services, and the Department of Justice. The bill would make other findings and declarations related to drug trafficking and transnational criminal organizations.
The bill would require the STAC and the Office of Emergency Services to prioritize, to the greatest extent possible, cooperation with state and local efforts to illuminate, disrupt, degrade, and dismantle
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criminal networks trafficking opioid drugs that pose a threat to California. The bill would require the STAC to support state and local interagency task forces to combat illegal opioid trafficking in California, as specified, including preparing and disseminating intelligence products for public safety entities.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
The people of the State of California do enact as follows:
line 1 SECTION 1. The Legislature finds and declares all of the line 2 following:
line 3 (a) The State Threat Assessment Center (STAC) serves as line 4 California’s information-sharing clearinghouse of strategic threat line 5 analysis and situational awareness reporting for statewide line 6 leadership and the public safety community in support of efforts line 7 to prevent, prepare for, mitigate, and respond to all crimes and line 8 hazards impacting California citizens and critical infrastructure line 9 while preserving civil liberties, individual privacy, and line 10 constitutional rights.
line 11 (b) The STAC is California’s state primary fusion center, as line 12 designated by the Governor, and is operated by the Department of line 13 the California Highway Patrol, the Office of Emergency Services, line 14 and the Department of Justice.
line 15 (c) Transnational criminal organizations (TCOs) continue to line 16 pose a threat to California, public health, and our economic line 17 security.
line 18 (d) According to the United States Department of the Treasury, line 19 it is estimated that drug-related crime alone generated over $100 line 20 billion in proceeds in the United States.
line 21 (e) There were 7,175 deaths related to any opioid overdoses in line 22 California in 2021, of which 5,961 were related to fentanyl, line 23 according to the State Department of Public Health. line 24 (f) Mexico-based TCO criminal activity is not limited to drug line 25 trafficking, as they engage in a wide variety of other criminal line 26 activity. TCOs also facilitated and profited from smuggling line 27 migrants into the United States, and their illicit trade activity led line 28 to the seizure of over $2.14 billion in intellectual property line 29 violations in federal fiscal year 2021, according to the United States line 30 Department of Homeland Security.
99 AB 474 — 2 —
line 1 SEC. 2. Section 8685.11 is added to the Government Code, to line 2 read:
line 3 8685.11. (a) The State Threat Assessment Center with the line 4 Office of Emergency Services shall prioritize, to the greatest extent line 5 possible, cooperation with state and local efforts to illuminate, line 6 disrupt, degrade, and dismantle criminal networks trafficking line 7 opioid drugs that pose a threat to California.
line 8 (b) In carrying out this section, the State Threat Assessment line 9 Center shall support state and local interagency task forces line 10 established to combat illegal opioid trafficking in California. line 11 Support provided by the State Threat Assessment Center shall line 12 include, but not be limited to, all of the following:
line 13 (1) Preparing and disseminating intelligence products for public line 14 safety entities.
line 15 (2) Analyzing tactics and trends or transnational criminal line 16 organizations operating in California.
line 17 (3) Sharing information with government decisionmakers and line 18 state and local public safety officials regarding the extent to which line 19 transnational criminal organizations are trafficking opioids and line 20 pose other public safety threats in California.
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99 — 3 — AB 474
AMENDED IN ASSEMBLY MARCH 15, 2023
california legislature—2023–24 regular session
ASSEMBLY BILL No. 955
Introduced by Assembly Member Petrie-Norris
February 14, 2023
An act to add Chapter 12.9 (commencing with Section 7080) to Division 2 of Title 1 of the Government Code, relating to state government. An act to add Section 11351.7 to the Health and Safety Code, relating to controlled substances.
legislative counsel’s digest
AB 955, as amended, Petrie-Norris. State government: unmanned aircraft systems. Controlled substances.
Existing law makes possession of specified controlled substances, including fentanyl, punishable by imprisonment in a county jail not to exceed one year, except as specified. Existing law makes possession of a controlled substance for the purposes of sale of the substance punishable by imprisonment in a county jail for a period of 2, 3, or 4 years.
This bill would make the sale of fentanyl on a social media platform, as defined, in California punishable by imprisonment in a county jail for a period of 3, 6, or 9 years.
By creating a new crime, this bill would impose a state-mandated local program.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state.
Statutory provisions establish procedures for making that reimbursement.
98
This bill would provide that no reimbursement is required by this act for a specified reason.
Existing federal law prohibits recipients of federal funding awards from using or procuring certain covered equipment, systems, or services, as specified. Federal law also requires aircraft, including unmanned aircraft, to be registered as a condition of operation. Federal law also requires persons operating unmanned aircraft for governmental purposes to comply with registration requirements that are applicable to persons operating unmanned aircraft for commercial purposes, or to obtain a certificate of waiver or authorization for a public operator for a specific unmanned aircraft activity, typically granted only to government agencies or other agencies that use unmanned aircraft as part of their routine public operations.
Existing law authorizes contracting between state agencies and private contractors, and sets forth requirements for the procurement of goods and services by state agencies and the various responsibilities of state agencies and the Department of General Services in implementing state contracting procedures and policies.
This bill would, on and after January 1, 2025, prohibit state and local agencies, including law enforcement agencies, from purchasing, acquiring, or otherwise using an unmanned aircraft or unmanned aircraft system produced by a manufacturer of covered equipment, systems, or services pursuant to specified federal law.
Vote: majority. Appropriation: no. Fiscal committee: no yes.
State-mandated local program: no yes.
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 11351.7 is added to the Health and Safety line 2 Code, to read:
line 3 11351.7. (a) Except as otherwise provided in this division, line 4 every person who sells fentanyl on a social media platform in line 5 California shall be punished by imprisonment pursuant to line 6 subdivision (h) of Section 1170 of the Penal Code for a period of line 7 three, six, or nine years.
line 8 (b) For the purposes of this section and Section 11351.9, “social line 9 media platform” means a public-facing internet website, internet line 10 application, or mobile internet application, such as a social line 11 network, search engine, or email service, with at least 30,000,000 line 12 active monthly users in the United States.
98 AB 955 — 2 —
line 1 SEC. 2. No reimbursement is required by this act pursuant to line 2 Section 6 of Article XIII B of the California Constitution because line 3 the only costs that may be incurred by a local agency or school line 4 district will be incurred because this act creates a new crime or line 5 infraction, eliminates a crime or infraction, or changes the penalty line 6 for a crime or infraction, within the meaning of Section 17556 of line 7 the Government Code, or changes the definition of a crime within line 8 the meaning of Section 6 of Article XIII B of the California line 9 Constitution.
line 10 SECTION 1. Chapter 12.9 (commencing with Section 7080) line 11 is added to Division 2 of Title 1 of the Government Code, to read:
line 12
line 13 Chapter 12.9. Acquisition and Use of Unmanned
line 14 Aircraft
line 15
line 16 7080. (a) On and after January 1, 2025, no state or local line 17 agency, including any law enforcement agency, shall purchase, line 18 acquire, or otherwise use an unmanned aircraft or unmanned line 19 aircraft system produced by a manufacturer of covered equipment, line 20 systems, or services pursuant to Section 889 of the John S. McCain line 21 National Defense Authorization Act for Fiscal Year 2019 (Public line 22 Law 115–232).
line 23 (b) For purposes of this section, the following terms have the line 24 following meanings:
line 25 (1) “Local agency” has the same meaning as in Section 53510. line 26 (2) “State agency” has the same meaning as in subdivision (a) line 27 of Section 11000.
line 28 (3) “Unmanned aircraft” means an aircraft that is operated line 29 without the possibility of direct human intervention from within line 30 or on the aircraft, a remote piloted aircraft, or drone. line 31 (4) “Unmanned aircraft system” means an unmanned aircraft line 32 and associated elements, including, but not limited to, line 33 communication links and the components that control the line 34 unmanned aircraft that are required for the pilot in command to line 35 operate safely and efficiently in the national airspace system.
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98 — 3 — AB 955
17575 Peak Avenue
Morgan Hill, CA 95037-4128
TEL: (408) 310-4647
FAX: (408) 779-3117
www.morganhill.ca.gov
May 5, 2023
Honorable Corey Jackson
California State Assembly
California State Capitol
Sacramento, CA 95814
RE: Assembly Bill 742 – OPPOSE
Dear Assemblymember Jackson:
On behalf of the City of Morgan Hill, I must inform you of our strong opposition to AB 742, which would prohibit the use of police canines in the apprehension or arrest of a suspect, to bite in any situation, or in any manner of crowd control. In doing so, AB 742 eliminates an irreplaceable law enforcement team member who has been responsible for countless saved lives and de-escalated situations.
It is the canine’s innate abilities for hearing and smell that law enforcement relies upon for safety and protection. Scientific research has estimated that a canine’s sense of smell is, on average, anywhere between 10,000 and 100,000 times greater than a human’s sense of smell. Similarly, a canine’s ability to not only hear sounds humans cannot register, but their ability to alert to even the most minor sound within aggregate noise makes them even more critically perceptive. Whether searching for a violent suspect hiding inside a house, or identifying a potential threat down a dark alley, police canines play an exceptional role in protecting their partners and our communities.
Law enforcement has also recognized the power canines possess, and the need to control that force.
As such, canine programs go through incredible amounts of ongoing training and review. All actions are overseen and governed by well-established department policies and held accountable by respective local governing bodies and state law. Furthermore, the use of force standards set in statute are applicable in the event of a canine deployment. Fortunately, in many situations, canines assist in de-escalating conflict and prevent force from being necessary.
AB 742 will remove an important tool for the City of Morgan Hill Police Department. The Department primarily uses their one (1) K9 as a locating tool. The goal of the dog’s deployment is not biting a suspect but to locate those suspects who may be hiding. The dog’s presence usually encourages these suspects to surrender and discourages other suspects from fighting or fleeing from officers. The value of the Department’s K9 is in reducing the risk to officers at the scene and the community. Without the use of the K9 in this manner, officers will lose a specialized and effective de-escalation tool.
As with other legislation this year, the justification for banning police canines centers on racial bias.
California Police Chiefs’ Association condemns any and all racial bias, whether in policing or not.
We continue to be a partner in addressing bias directly but stand against proposed laws that eliminate or ban legitimate police operations and/or powers. Working collaboratively, we can continue addressing inequity without jeopardizing public safety through these broad restrictions.
For the reasons outlined above, the City of Morgan Hill strongly opposes AB 742.
Sincerely,
Mark Turner, Mayor
Cc: Senator John Laird
Assemblymember Gail Pellerin
Seth Miller, Regional Public Affairs Manager, League of California Cities, [email protected] Meg Desmond, League of California Cities, [email protected]
AMENDED IN ASSEMBLY MARCH 15, 2023
california legislature—2023–24 regular session
ASSEMBLY BILL No. 742
Introduced by Assembly Member Jackson
(Coauthor: Assembly Member Kalra)
(Coauthors: Assembly Members Kalra, Bryan, and Lee)
February 13, 2023
An act to add Section 13653 to the Penal Code, relating to law enforcement.
legislative counsel’s digest
AB 742, as amended, Jackson. Law enforcement: police canines.
Existing law authorizes a peace officer to use reasonable force to effect the arrest, to prevent escape, or to overcome resistance of an individual. Existing law requires law enforcement agencies to maintain a policy on the use of force.
Existing law prohibits the use of kinetic energy projectiles or chemical agents by any law enforcement agency to disperse any assembly, protest, or demonstration, except in compliance with specified standards.
This bill would prohibit the use of an unleashed police canine by law enforcement to apprehend a person, and any use of a police canine for crowd control. The bill would prohibit law enforcement agencies from authorizing any use or training of a police canine that is inconsistent with this bill.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
Revised 3-22-23—See last page. 98
The people of the State of California do enact as follows:
line 1 SECTION 1. The Legislature finds and declares the following:
line 2 (a) The use of police canines has been a mainstay in the constant line 3 dehumanizing, cruel abuse of Black Americans and people of color line 4 in this country. Be it in response to the Black Lives Matter protests line 5 over the murder of George Floyd, during the Los Angeles Race line 6 Riots and the Civil Rights Movement, or by slave catchers, police line 7 canines are a carryover from a dark past that is not often discussed. line 8 (b) The use of police canines has serious consequences. Research line 9 on this topic found that canine bites resulted in hospital visits 67.5 line 10 percent of the time, while other uses of force, including batons line 11 and tasers, resulted in hospital visits 22 percent of the time or less. line 12 Research has also found cases of permanent physical disfigurement line 13 and injuries to bones, blood vessels, nerves, breasts, testicles, faces, line 14 noses, and eyes, sometimes causing blindness, as a result of canine line 15 bites. Based on these findings, the researchers stated that canine line 16 bites should be considered a level of force immediately below line 17 deadly force. They equated a police canine bite to an officer line 18 swinging a baton with three-centimeter spikes attached. line 19 (c) The use of police canines mirrors other biases in use of force line 20 by police. Per the Department of Justice Use of Force data from line 21 2016 to 2019, inclusive, Black people are 3.5 times more likely line 22 than any other group to be subjected to use of force due to police line 23 canine use, with Hispanic people being the second most likely line 24 compared to cases involving White people at six per one million line 25 people.
line 26 SECTION 1. (a) The use of police canines has been a mainstay line 27 in this country’s dehumanizing, cruel, and violent abuse of Black line 28 Americans and people of color for centuries. First used by slave line 29 catchers, police canines are a violent carry-over from America’s line 30 dark past. In recent decades, they have been used in brutal attempts line 31 to quell the Civil Rights Movement, the LA Race Riots, and in line 32 response to Black Lives Matter protests. The use of police canines line 33 make people fear and further distrust the police, resulting in less line 34 safety and security for all, especially for communities of color. line 35 (b) The use of police canines has severe and potentially deadly line 36 consequences for bite victims. In a Police Assessment Resource line 37 Center study of police canine bites, researchers found that bites line 38 resulted in hospital visits 67.5 percent of the time. In contrast, 98 AB 742 — 2 —
line 1 other uses of force, including batons and tasers, resulted in hospital line 2 visits 22 percent of the time or less. These same researchers found line 3 that police canine bites led to permanent physical disfigurement line 4 and injuries to bones, blood vessels, nerves, breasts, testicles, line 5 faces, noses, and eyes, sometimes causing blindness. line 6 (c) Per the California Department of Justice Use of Force data line 7 from 2021, injuries caused by police canines accounted for nearly line 8 12 percent of cases that resulted in severe injury or death. Of these line 9 cases, Black people are more than two times more likely than any line 10 other group to be subjected to this use of force. line 11 SEC. 2. Section 13653 is added to the Penal Code, to read:
line 12 13653. (a) It is the intent of the Legislature to prevent the use line 13 of police canines for the purpose of arrest, apprehension, or any line 14 form of crowd control.
line 15 (b) A peace officer shall not use an unleashed police canine to line 16 arrest or apprehend a person.
line 17 (c) A police canine shall not be used for crowd control at any line 18 assembly, protest, or demonstration.
line 19 (d) A police canine shall not be used in any circumstance to line 20 bite.
line 21 (e) A law enforcement agency shall not authorize any use or line 22 training of a police canine that is inconsistent with this section. line 23 (f) This section shall not be interpreted as to prevent the use of line 24 police canines by law enforcement for purposes of search and line 25 rescue, explosives detection, and narcotics detection that do not line 26 involve biting.
line 27
line 28
REVISIONS: line 29
Heading—Line 2. line 30
line 31
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98 — 3 — AB 742
13 CITY COUNCIL STAFF REPORT
MEETING DATE: June 7, 2023
PREPARED BY:
Dat Nguyen, Finance Director
APPROVED BY: City Manager
RECEIVE MONTHLY BUDGET UPDATE AND APRIL 2023 FINANCIAL
AND INVESTMENT REPORTS
RECOMMENDATION(S)
Accept and file report.
COUNCIL PRIORITIES, GOALS & STRATEGIES
City Council Ongoing Priorities
Preserving and Cultivating Public Trust
2022-2023 Strategic Priorities
Fiscal Sustainability
Community Outreach, Engagement, and Messaging
REPORT NARRATIVE:
As part of the City Council’s expectation to maintain a high level of transparency and to be responsible stewards of public funds, staff is providing this monthly budget update, along with the April 2023 financial and investment reports.
April 2023 Financial Report
The Revenue and Expense Summary through April 2023 is included on the first page of the monthly financial report. Overall, General Fund revenues total $37.2 million or about 74% of the budget. Expenditures, including encumbrances, amounted to $45.7 million or 79% of the budget, compared to prior year to date expenditures, including encumbrances, of $39.0 million. This represents an increase of $6.7 million in total year to date expenditures, including encumbrances, compared to the prior year to date.
Excluding the encumbrances, year to date expenditures increased by about $5.7 million mainly due to new programs launched this year, such as Innovative Transit and County Solid Waste Program, gradual recovery in Recreation Services, as well as additional staffing programmed in the current year along with better staff recruitment and retention efforts citywide.
Budget Update
There has been no material change to the City’s revenue since the last budget update to the Council on May 3, 2023. Recreation Services revenues continue to recover from
13 the pandemic and are on target with budget. For water revenue, Morgan Hill residents consumed about 17% less water through April compared to the prior three-year average. As such, the 15% revenue stabilization water rate has been implemented.
Water Production Cost Pass-through
On May 16, 2023, the Valley Water Board approved the groundwater production charges for fiscal year 2023-24, which increases the City's ground production cost by about 8% from the current year. This is compared to the 6.6% increase projected in the City's most recent rate study. As a result, the City will pass through this higher water production cost to the customers. Customers will see a pass-through cost of $0.02 per hundred cubic feet (hcf) or unit beginning with the August 2023 bill for July 2023 consumption. An average homeowner that uses 14 hcf or unit per month would see a pass-through cost of $0.28/month.
COMMUNITY ENGAGEMENT:
Inform
Finance staff prepares these financial reports to inform City officials, the Council, the community, and various lenders and stakeholders about the financial health of the organization, which assists each one of the interested parties in making sound financial and investment decisions.
ALTERNATIVE ACTIONS:
No alternative action is recommended, as this is a monthly financial report on City transactions which have already occurred.
PRIOR CITY COUNCIL AND COMMISSION ACTIONS:
The City Council receives and files the financial and investment report for each month.
At the September 16, 2015 meeting, City Council recommended monthly financial and investment reports be agendized under the Consent Agenda, and quarterly financial and investment reports be presented to City Council as an “Other Business” item.
FISCAL AND RESOURCE IMPACT:
The preparation of the report is a part of the Finance workplan.
CEQA (California Environmental Quality Act):
Not a Project
This report is not a project, as defined in Section 15378 of the State CEQA Guidelines.
Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment.
FINANCE DEPARTMENT
CITY OF MORGAN HILL
April 30, 2023 - 83% of Year Complete
Prepared by:
Monthly Financial and Investment Reports
CITY OF MORGAN HILL, CALIFORNIA
FINANCIAL STATEMENT ANALYSIS - FISCAL YEAR 2022-23
FOR THE MONTH ENDED APRIL 2023 – 83% OF YEAR COMPLETE
General Fund – Revenues through April totaled $37.2 million, or about 74% of the budgeted revenues. For the property tax revenue, the County estimated the City will receive approximately $17.9 million for the current fiscal year versus $17.4 million budgeted. As for sales tax, HdL, the City's sales tax consultant raised the City's current fiscal year sales tax revenue estimate to $12.5 million, an increase of approximately $0.5 million from the prior estimate in its most recent projection.
The chart below shows historical General Fund revenues by major revenue category from FY18-19 through FY21-22 Actual, FY22-23 Budget, and YTD as of April 30, 2023.
General Fund expenditures and encumbrances as of April 30, 2023 totaled $45.7 million, of which approximately $2.4 million is attributable to outstanding encumbrances, compared to prior year to date expenditures, including encumbrances, of $39.0 million. This represents an increase of $6.7 million in total year to date expenditures, including encumbrances, compared to the prior year to date.
Excluding the encumbrances, year to date expenditures increased by about $5.7 million mainly due to new programs launched this year, such as Innovative Transit and County Solid Waste Program, gradual recovery in Recreation Services, as well as additional staffing programmed in the current year along with better staff recruitment and retention efforts citywide. Community Services – The Community Services Department’s recreation operations, as reflected in the schedule presented on page 7 of the Monthly Financial and Investments Reports, shows a negative impact to the General Fund of approximately $1.2 million as of April 30, 2023. Recreation Services revenues continue to recover from the pandemic and are on target with budget. $12.8 $14.5 $16.0 $16.7 $17.4 $12.3
$10.7 $9.7 $11.0 $12.9 $12.4
$8.3
$5.1 $4.6 $4.4
$5.9 $5.4
$4.0
$9.9 $8.3 $5.7
$7.5 $8.9
$7.6
$4.9 $3.6
$9.7
$9.1 $6.4
$5.0
$43.3 $40.6
$46.8
$52.1 $50.5
$37.2
0 10
20 30
40 50
60 FY18‐19 FY19‐20 FY20‐21 FY21‐22 Budget
FY22‐23
YTD
FY22‐23
Millions ($)
Historical GF Revenues
Property Tax Sales Tax Franchise and Hotel Taxes Service Charges Other
CITY OF MORGAN HILL, CALIFORNIA
FINANCIAL STATEMENT ANALYSIS - FISCAL YEAR 2022-23
FOR THE MONTH ENDED APRIL 2023 – 83% OF YEAR COMPLETE
The chart below shows the historical net impact of Recreation Operations to the general fund.
Due to longstanding governmental accounting and budgeting convention, the City’s recreation operations are not charged for indirect costs (known in Morgan Hill as “General Fund Administration”) from the central services departments of City Attorney, City Manager, and Administrative Services.
The City’s other governmental funds, such as Development Services, and the proprietary funds, such as Water and Wastewater, and the Information Services Fund, are assessed such charges through the City’s indirect cost allocation plan, prepared in compliance with the guidelines set forth in the Code of Federal Regulations Title 2, Chapter II, Part 200 (formerly OMB Circular No. A-87), which mandates certain calculation and cost allocation practices that must be followed in order to qualify for Federal grant funding, but which also represent best practice for non-grant funded City operations like utilities and information services.
Development Services Fund – Revenues through April totaled $5.1 million compared to prior year to date amount of approximately $4.4 million, partially due to a result of the fees increase approved by the City Council on January 19, 2022. Expenditures, including encumbrances, totaled $4.9 million. Debt Service Funds – Expenditures through April totaled $0.7 million. The debt service for the first half of the year includes both interest and principal, while the second half of the year will include interest only. Debt service payments were all scheduled when the bonds were issued and are budgeted for in the months delineated in the underlying bond documents. The General Fund’s portion of the annual debt service payments is approximately $200,000, less than one percent of the General Fund’s budgeted revenues.
($2.5)
($2.0)
($1.5)
($1.0)
($0.5)
$0.0
$0.5
FY13‐14 FY14‐15 FY15‐16 FY16‐17 FY17‐18 FY18‐19 FY19‐20 FY20‐21 FY21‐22 FY22‐23 Budget
Millions (S)
Historical Net GF Impact
CITY OF MORGAN HILL, CALIFORNIA
FINANCIAL STATEMENT ANALYSIS - FISCAL YEAR 2022-23
FOR THE MONTH ENDED APRIL 2023 – 83% OF YEAR COMPLETE
Wastewater Operations – Revenues from Sewer Operations through April totaled $11.5 million.
Expenditures and outstanding encumbrances totaled $13.4 million or 82% of the budget. The table below shows historical Sewer Operations revenues and expenditures from FY18-19 through FY21-22 Actual, FY22-23 Budget, and YTD as of April 30, 2023.
(amount in millions) FY18‐19 FY19‐20 FY20‐21 FY21‐22
Budget
FY22‐23
YTD
FY22‐23
Revenues 11.4 11.9 13.3 14.9 14.8 11.5 Expenditures 11.4 12.3 13.3 14.8 16.3 13.4 Operating Margin ‐ (0.4) ‐ 0.1 (1.5) (1.9) Operating Margin
without Encumbrances (0.1) 0.4 ‐ 0.1 (1.5) (1.8) Water Operations – Water Operations includes Utility Billing, Water Conservation, and Water Operations. Revenues from Water Operations through April totaled $13.2 million. Water Operations expenditures, including outstanding encumbrances, totaled $13.2 million. Morgan Hill residents consumed about 17% less water through April compared to the prior three-year average. As such, the 15% revenue stabilization water rate has been implemented. The table below shows Water Operations revenues and expenditures from FY18-19 through FY21-22 Actual, FY22-23 Budget, and YTD as of April 30, 2023.
(amount in millions) FY18‐19 FY19‐20 FY20‐21 FY21‐22
Budget
FY22‐23
YTD
FY22‐23
Revenues 14.2 15.3 16.5 16.0 17.6 13.2 Expenditures 14.3 16.4 16.5 15.2 17.6 13.2 Operating Margin (0.1) (1.1) ‐ 0.8 ‐ ‐ Operating Margin without Encumbrances 0.8 (0.1) ‐ 0.8 ‐ 0.6 Investments – Two securities were called, and five new securities, including one CD at the FDIC insured amount of $250,000, were purchased. Total interest earnings received on investments were $121,000 during the month.
% OF ACTUAL PLUS % OF
FUND NAME ACTUAL BUDGET ENCUMBRANCES BUDGET
General 37,165,324 $ 74% $ 45,728,176 79%
Development Services 5,067,176 82% 4,888,529 80%
Housing Successor Agency 328,856 141% 1,039,109 91%
Sewer Operations 11,486,554 78% 13,366,540 82%
Sewer Other 16,655,314 68% 20,845,589 37%
Water Operations 13,179,308 75% 13,227,453 75%
Water Other 5,120,377 84% 1,340,014 21%
Other Special Revenues * 3,599,840 70% 3,935,384 59%
Capital Projects & Streets 20,322,569 83% 24,694,089 46% Debt Service 568,411 84% 678,456 100%
Internal Service 10,348,390 83% 8,936,699 61%
TOTAL FOR ALL FUNDS 123,842,120 $ 76% $ 138,680,038 59% * Includes all Special Revenue Funds except Development Services Fund, Street Funds, and Housing Successor Agency.
REVENUES EXPENSES
0% 20% 40% 60% 80% 100% 120% 140% 160%
General
Development Services
Housing Successor Agency
Sewer Operations
Sewer Other
Water Operations
Water Other
Other Special Revenues *
Capital Projects & Streets
Debt Service
Internal Service
Morgan Hill YTD Revenue & Expense Summary
April 30, 2023 - 83% of Year Complete
Revenues to Budget Expenses to Budget
Percentage of Actual to Budget
83%
% OF PRIOR YEAR % CHANGE FROM
REVENUE CATEGORY BUDGET ACTUAL BUDGET TO DATE PRIOR YEAR Property Tax 17,383,705 $ 12,272,713 $ 71% 11,227,908 $ 9% Sales Tax 12,395,413 8,292,537 67% 8,584,405 -3%
Franchise Tax 2,760,000 2,122,276 77% 1,972,454 8%
Hotel Tax 2,600,000 1,866,193 72% 1,710,484 9%
Other Agencies 1,304,130 834,554 64% 452,295 85%
Service Charges 8,942,658 7,569,276 85% 6,355,262 19%
Interest/Other 1,980,126 1,719,395 87% 1,700,240 1%
Transfers In 3,145,538 2,488,380 79% 2,065,154 20%
TOTAL REVENUES 50,511,570 $ 37,165,324 $ 74% 34,068,201 $ 9% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Property Tax
Sales Tax
Franchise Tax
Hotel Tax
Other Agencies
Service Charges
Interest/Other
Transfers In
Total Revenues
Percent of Actual to Budget
Morgan Hill YTD General Fund Revenues
April 30, 2023 - 83% of Year Complete
83%
ACTUAL PLUS PRIOR YTD PLUS % CHANGE FROM
EXPENDITURE CATEGORY BUDGET ENCUMBRANCES % OF BUDGET ENCUMBRANCES PRIOR YEAR Administration $ 6,720,240 $ 5,149,465 77% 3, $ 959,756 30% Community Services 16,221,529 12,293,922 76% 10, 367,667 19% Police 21,908,484 16,708,481 76% 15, 029,605 11%
Fire 8,653,847 7,143,546 83% 6, 223,729 15%
Transfers Out 4,647,315 4,432,762 95% 3, 377,802 31%
TOTAL EXPENDITURES $ 58,151,414 $ 45,728,176 79% 38, $ 958,559 17% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 110%
Administration
Community
Services
Police
Fire
Transfers Out
Total Expenditures
Percent of Actual to Budget
Morgan Hill YTD General Fund Expenditures
April 30, 2023 - 83% of Year Complete
83%
City of Morgan Hill
Recreation Report - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
% of
Budget April 2023 YTD Budget
Revenues
Membership Services & Rec Programs 5,136,869 $ 425,165 $ 4,324,888 $ Facility Rentals 819,459 107,863 1,033,791
Community Services 127,498 2,669 49,485
Transfers in 75,000 6,250 62,500
Total Revenues 6,158,826 $ 541,948 $ 5,470,664 $ 89%
Less: Expenditures
Membership & Program Services 6,772,195 $ 364,890 $ 5,130,546 $ Facility Rentals 546,870 31,279 390,214
Community Services 644,107 37,318 462,360
Total Expenditures 7,963,173 $ 433,485 $ 5,983,119 $ 75% Net Impact without encumbrances (1,804,347) $ 108,462 $ (512,455) $ Encumbrances - - 668,177
Net Impact with encumbrances (1,804,347) $ 108,462 $ (1,180,632) $
The chart below shows cash balances by fund type reconciled to City's financial system:
City of Morgan Hill
Monthly Investment Report ‐ April 30, 2023
The following are the snapshots of City's investment portfolio as of April 30, 2023. The first chart shows the portfolio composition by investment type:
LAIF ‐ $6.6M
3%
CA Class ‐ $9.2M
5%
Treasuries ‐ $20.1M
11%
Money Market ‐
$4.5M
2%
Federal Agency Issues ‐
$133.5M
69%
Certificate of Deposits ‐
$1.2M
1%
Bond Reserves/Trust ‐
$13.6M
7%
Investment Portfolio Composition ‐ $185.0 Million
Cash & Other Deposits ‐ ($3.7M)
2% LAIF ‐ $6.6M
CA Class ‐ $9.2M
Treasuries ‐ $20.1M
Money Market ‐ $4.5M
Federal Agency Issues ‐
$133.5M
Certificate of Deposits ‐
$1.2M
Bond Reserves/Trust ‐
$13.6M
Cash & Other Deposits ‐
($3.7M)
$185.0 Million
General Fund, $24.3M Community
Development, $2.3M
Housing Successor
Agency/ CDBG, $4.2M
Water ‐ Operations,
$4.2M
Water Other, $22.3M
Sewer ‐ Operations,
$0.9M
Sewer Other, $45.3M
Other Special Revenue,
$8.7M
Streets and Capital
Projects (except RDA),
$40.4M
Debt Service, $0.2M
Internal Service,
$24.0M
Agency Funds
(assessment
dists./refundable
deposits), $8.2M
Cash Balances by Fund Type
The following chart illustrates a yield comparison by month among the City's portfolio, LAIF and 2‐Year US Treasury:
The chart below illustrates monthly average days to maturity of the City's portfolio along with the weighted average yield for the past two years:
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
4.00%
4.50%
5.00%
Apr‐21
May‐21
Jun‐21
Jul‐21
Aug‐21
Sep‐21
Oct‐21
Nov‐21
Dec‐21
Jan‐22
Feb‐22
Mar‐22
Apr‐22
May‐22
Jun‐22
Jul‐22
Aug‐22
Sep‐22
Oct‐22
Nov‐22
Dec‐22
Jan‐23
Feb‐23
Mar‐23
Apr‐23
Yield Portfolio vs. Benchmarks
LAIF City 2 Yr US‐Treasury
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
0 100
200
300
400
500
600
700
800
900
Apr‐21
May‐21
Jun‐21
Jul‐21
Aug‐21
Sep‐21
Oct‐21
Nov‐21
Dec‐21
Jan‐22
Feb‐22
Mar‐22
Apr‐22
May‐22
Jun‐22
Jul‐22
Aug‐22
Sep‐22
Oct‐22
Nov‐22
Dec‐22
Jan‐23
Feb‐23
Mar‐23
Apr‐23
Days Yield
Portfolio Yield and Maturity Trends
Avg Days to Maturity Yield
City of Morgan Hill
Investment Portfolio Detail
As of April 30, 2023
Investment Settlement Cost Book % of Market YTM Next Call Date of Type CUSIP Date Value Value Portfolio Value at Cost Date Maturity L A I F $ 6,550,434 $ 6,550,434 3.54% 6,462,071 $ 2.87% California C L A S S 9,176,145 9,176,145 4.96% 9,176,145 $ 5.00% City Managed
Treasury Bill 912796XY0 8/17/2022 2,423,428 $ $ 2,478,183 1.34% 2,465,675 $ 3.22% 8/10/2023 8/10/2023 Treasury Note 91282CCZ2 10/8/2021 1,987,656 1,991,520 1.08% 1,822,900 1.00% 9/30/2026 9/30/2026 Treasury Note 91282CDR9 1/4/2022 1,999,141 1,999,710 1.08% 1,945,400 0.77% 12/31/2023 12/31/2023 Treasury Note 91282CDR9 1/19/2022 1,989,688 1,996,446 1.08% 1,945,400 1.02% 12/31/2023 12/31/2023 Treasury Note 91282CDV0 2/11/2022 1,977,969 1,991,543 1.08% 1,940,620 1.44% 1/31/2024 1/31/2024 Treasury Note 9128286R6 3/28/2022 1,996,320 1,998,237 1.08% 1,949,300 2.34% 4/30/2024 4/30/2024 Treasury Note 912828S35 4/12/2022 1,985,703 1,998,036 1.08% 1,988,220 1.97% 06/30/2023 6/30/2023 Treasury Note 912828U24 6/13/2022 1,904,688 1,923,620 1.04% 1,890,700 3.16% 11/15/2026 11/15/2026 Treasury Note 912828ZP8 8/17/2022 2,446,680 2,497,049 1.35% 2,495,700 3.04% 5/15/2023 5/15/2023 Treasury Note 91282CAW1 11/17/2022 1,246,984 1,270,936 0.69% 1,267,708 4.49% 11/15/2023 11/15/2023 FFCB Bond 3133ELVX9 4/8/2020 2,000,000 2,000,000 1.08% 1,922,140 0.88% 10/8/2023 4/8/2024 FFCB Bond 3133ELC28 5/27/2020 2,000,000 2,000,000 1.08% 1,856,060 0.73% 5/27/2023 5/27/2025 FHLMC Bond 3134GVYN2 6/3/2020 2,000,000 2,000,000 1.08% 1,883,240 0.60% 6/3/2023 12/3/2024 FHLMC Bond 3134GWZG4 10/20/2020 2,000,000 2,000,000 1.08% 1,833,280 0.60% 10/20/2023 10/20/2025 FHLMC Bond 3134GW3X2 10/27/2020 2,000,000 2,000,000 1.08% 1,833,560 0.63% 10/27/2023 10/27/2025 FHLMC Bond 3134GW6E1 11/2/2020 2,000,000 2,000,000 1.08% 1,953,200 0.32% 5/2/2023 11/2/2023 FFCB Bond 3133EMFR8 11/3/2020 2,000,000 2,000,000 1.08% 1,828,940 0.54% 5/3/2023 11/3/2025 FNMA Bond 3135GA4P3 11/18/2020 2,000,000 2,000,000 1.08% 1,832,320 0.65% 5/18/2023 11/18/2025 FHLMC Bond 3134GXEJ9 11/24/2020 2,000,000 2,000,000 1.08% 1,830,980 0.64% 5/24/2023 11/24/2025 FFCB Bond 3133EMHF2 11/24/2020 1,000,000 1,000,000 0.54% 914,530 0.60% 5/24/2023 11/24/2025 FHLMC Bond 3134GXCS1 11/25/2020 3,000,000 3,000,000 1.62% 2,745,240 0.63% 5/25/2023 11/25/2025 FHLMC Bond 3134GXFA7 11/30/2020 2,000,000 2,000,000 1.08% 1,831,200 0.65% 5/26/2023 11/26/2025 FFCB Bond 3133EMLC4 12/22/2020 2,000,000 2,000,000 1.08% 1,815,320 0.47% 6/22/2023 12/22/2025 FHLB Bond 3130AKQ74 1/22/2021 2,000,000 2,000,000 1.08% 1,817,360 0.63% 7/22/2023 1/22/2026 FNMA Bond 3135G06R9 1/28/2021 2,000,000 2,000,000 1.08% 1,812,820 0.55% 7/28/2023 1/28/2026 FHLB Bond 3130AKRN8 1/28/2021 2,000,000 2,000,000 1.08% 1,817,920 0.65% 7/28/2023 1/28/2026 FHLB Bond 3130ALCV4 2/24/2021 2,000,000 2,000,000 1.08% 1,817,200 0.75% 8/24/2023 2/24/2026 FHLB Bond 3130ALDB7 2/25/2021 2,000,000 2,000,000 1.08% 1,813,380 0.66% 8/25/2023 2/25/2026 FHLB Bond 3130AKZ25 2/26/2021 2,000,000 2,000,000 1.08% 1,812,640 0.65% 8/26/2023 2/26/2026 FHLB Bond 3130ALGS7 3/10/2021 2,000,000 2,000,000 1.08% 1,820,700 0.85% 9/10/2023 3/10/2026 FHLB Bond 3130ALEP5 3/16/2021 2,000,000 2,000,000 1.08% 1,812,100 0.70% 9/16/2023 3/16/2026 FHLB Bond 3130ALDN1 3/16/2021 2,000,000 2,000,000 1.08% 1,817,400 0.80% 9/16/2023 3/16/2026 FHLB Bond 3130AMNH1 6/9/2021 2,000,000 2,000,000 1.08% 1,819,240 1.08% 6/9/2023 6/9/2026 FHLB Bond 3130AMYJ5 6/30/2021 2,000,000 2,000,000 1.08% 1,811,820 1.00% 6/30/2023 6/30/2026 FHLB Bond 3130AMYP1 7/15/2021 3,000,000 3,000,000 1.62% 2,730,420 1.13% 7/15/2023 7/15/2026 FHLB Bond 3130AMYS5 7/15/2021 2,000,000 2,000,000 1.08% 1,856,640 0.85% 7/15/2023 7/15/2025 FHLB Bond 3130ANJC5 8/26/2021 2,000,000 2,000,000 1.08% 1,795,440 0.80% 8/26/2023 8/26/2026 FHLB Bond 3130ANLW8 8/26/2021 3,000,000 3,000,000 1.62% 2,711,130 1.00% 8/26/2023 8/26/2026 FHLB Bond 3130ANLZ1 8/26/2021 2,000,000 2,000,000 1.08% 1,801,500 0.90% 8/26/2023 8/26/2026 FHLB Bond 3130A8XY4 9/13/2021 2,103,340 2,069,602 1.12% 1,872,340 0.82% 9/11/2023 9/11/2026 FFCB Bond 3133EM4X7 9/28/2021 1,982,960 1,988,430 1.07% 1,809,120 0.98% 9/10/2023 9/10/2026 FHLB Bond 3130APCH6 9/29/2021 3,000,000 3,000,000 1.62% 2,713,860 1.13% 9/29/2023 9/29/2026 FHLB Bond 3130ANZE3 9/30/2021 2,000,000 2,000,000 1.08% 1,800,280 0.88% 9/30/2023 9/30/2026 FHLB Bond 3130AP6N0 9/30/2021 3,000,000 3,000,000 1.62% 2,706,780 1.05% 9/30/2023 9/30/2026 FHLB Bond 3130AP6M2 9/30/2021 3,000,000 3,000,000 1.62% 2,704,020 1.02% 9/30/2023 9/30/2026 FHLB Bond 3130APCG8 10/19/2021 2,000,000 2,000,000 1.08% 1,799,180 1.00% 10/19/2023 10/19/2026 FHLB Bond 3130APNX9 11/18/2021 2,000,000 2,000,000 1.08% 1,808,540 1.30% 5/18/2023 11/18/2026 FHLB Bond 3130AQFL2 12/29/2021 2,000,000 2,000,000 1.08% 1,942,440 0.75% 6/29/2023 12/29/2023 FHLB Bond 3130AQHU0 1/19/2022 2,000,000 2,000,000 1.08% 1,858,220 1.74% 7/19/2023 1/19/2027 FHLB Bond 3130AQKT9 1/25/2022 2,000,000 2,000,000 1.08% 1,892,080 1.51% 7/25/2023 7/25/2025 FHLB Bond 3130AR4F5 3/10/2022 2,000,000 2,000,000 1.08% 1,927,480 3.48% 9/10/2023 3/10/2027 FHLMC Bond 3137EAES4 5/3/2022 1,954,860 1,993,879 1.08% 1,985,380 2.25% 6/26/2023 6/26/2023 FHLMC Bond 3134GXUZ5 6/15/2022 2,000,000 2,000,000 1.08% 1,979,940 3.28% 6/15/2023 12/15/2025 FHLB Bond 3130ASPE3 7/28/2022 2,000,000 2,000,000 1.08% 1,958,880 4.30% 7/28/2023 7/28/2027 FNMA Bond 3135GACZ2 11/25/2022 2,000,000 2,000,000 1.08% 1,993,820 5.40% 5/25/2023 11/25/2024
Investment Settlement Cost Book % of Market YTM Next Call Date of Type CUSIP Date Value Value Portfolio Value at Cost Date Maturity FHLMC Bond 3134GY4B5 11/28/2022 2,000,000 2,000,000 1.08% 1,989,120 5.00% 5/15/2023 11/15/2023 FFCB Bond 313312MF4 12/19/2022 1,930,440 1,963,000 1.06% 1,960,440 4.65% 9/27/2023 9/27/2023 FHLMC Bond 3134GYC26 12/29/2022 2,000,000 2,000,000 1.08% 1,993,600 4.80% 6/29/2023 12/29/2027 FHLB Bond 313384JC4 1/13/2023 1,953,994 1,981,042 1.07% 1,980,280 4.72% 7/14/2023 7/14/2023 FHLB Bond 3130AUFT6 1/27/2023 2,000,000 2,000,000 1.08% 1,990,080 5.43% 10/27/2023 1/27/2025 FHLB Bond 3130AUP32 1/27/2023 2,250,000 2,250,000 1.22% 2,234,048 5.98% 10/27/2023 1/27/2028 FHLMCMTN Bond 3134GYGB2 1/30/2023 2,000,000 2,000,000 1.08% 1,982,280 5.20% 10/26/2023 1/26/2028 FHLMCMTN Bond 3134GYG22 2/16/2023 3,000,000 3,000,000 1.62% 2,971,920 5.13% 11/16/2023 11/16/2026 FHLMCMTN Bond 3137EAES4 2/17/2023 2,952,433 2,978,889 1.61% 2,978,070 4.85% 6/26/2023 6/26/2023 FHLB Bond 3130AUTZ7 2/24/2023 2,000,000 2,000,000 1.08% 1,988,340 6.44% 5/24/2023 2/24/2028 FHLB Bond 3130AUZH0 3/6/2023 2,000,000 2,000,000 1.08% 1,992,520 6.33% 6/6/2023 3/6/2026 FHLB Bond 3130AUZZ0 3/13/2023 2,000,000 2,000,000 1.08% 1,992,580 6.23% 6/13/2023 3/13/2026 FHLB Bond 3130AV2Z4 3/15/2023 2,000,000 2,000,000 1.08% 1,994,500 5.35% 9/15/2023 3/15/2024 FHLB Bond 3130AV3P5 3/20/2023 2,000,000 2,000,000 1.08% 1,996,360 5.50% 9/20/2023 9/20/2024 FHLB Bond 3130AVK92 4/5/2023 3,000,000 3,000,000 1.62% 2,996,640 5.00% 10/5/2023 4/5/2024 FHLB Bond 3130AVL83 4/6/2023 2,000,000 2,000,000 1.08% 1,997,420 5.20% 7/7/2023 10/7/2024 FHLB Bond 3130AVQ96 4/17/2023 2,000,000 2,000,000 1.08% 1,997,940 5.15% 7/17/2023 4/17/2024 FHLB Bond 3130AVNT5 4/28/2023 1,000,000 1,000,000 0.54% 1,000,090 5.50% 5/25/2023 4/25/2025 CD ‐ Ally Bank 02007GM83 3/30/2023 250,000 250,000 0.14% 250,563 5.15% 3/28/2024 3/28/2024 CD ‐ Western Alliance Bank 95763PLA7 3/30/2023 250,000 250,000 0.14% 250,650 5.30% 1/2/2024 1/2/2024 CD ‐ Dime Community Bank 25432JCF8 3/30/2023 250,000 250,000 0.14% 250,088 5.15% 7/31/2023 7/31/2023 CD ‐ Zions Bancorp 98970LC43 3/31/2023 250,000 250,000 0.14% 251,613 5.40% 9/27/2024 9/27/2024 CD ‐ Pacific City Bank 69406PEC9 3/31/2023 250,000 250,000 0.14% 250,033 5.05% 6/30/2023 6/30/2023 CD ‐ Pacific Western Bank 69506YYD5 4/5/2023 250,000 250,000 0.14% 251,978 5.65% 4/5/2024 4/5/2028 Sub Total/Average $ 154,586,283 $ 154,870,123 83.69% 146,952,853 $ 2.36% Money Market $ 4,531,115 $ 4,531,115 2.45% 4,531,115 $ 4.73% Total City Managed/Average $ 174,843,975 $ 175,127,815 89.68% 167,122,183 $ 2.58% Bond Reserve Accounts ‐ Held By Trustees $ 6,826,247 $ 6,826,247 3.69% 6,826,247 $ Cash/Deposits $ (3,699,768) $ (3,699,768) ‐2.00% (3,699,768) $ PARS and CALPERS CERBT Trust $ 6,787,404 $ 6,787,404 3.67% 7,357,945 $ GRAND TOTAL/AVERAGE $ 184,757,858 $ 185,041,698 100% 177,606,606 $
CITY OF MORGAN HILL CASH AND INVESTMENT REPORT
FOR THE MONTH OF APRIL 30, 2023
FOR THE FISCAL YEAR OF 2022-23
Invested Book Value % of Market
in Fund Yield End of Month Total Value
Investments
State Treasurer LAIF - City All Funds Pooled 2.87% 4,794,263 $ 2.59% $ 4,729,590 2015 Wastewater Rev Bonds - CIP Wastewater Fund 2.87% 1,756,170 0.95% 1,732,480 California CLASS All Funds Pooled 5.00% 9,176,145 4.96% 9,176,145 Federal Issues All Funds Pooled 2.22% 133,474,842 72.13% 129,724,613 Treasury All Funds Pooled 2.20% 20,145,280 10.89% 15,978,240 Certificate of Deposits All Funds Pooled 5.28% 1,250,000 0.68% 1,250,000 Dreyfus Treas Cash Management Acct All Funds Pooled 4.73% 4,531,115 2.45% 4,531,115 SUBTOTAL $ 175,127,815 94.64% 167,122,183 $
Bond Reserve Accounts - held by trustees
Zions Bank - Civic Center/Library Facility
Blackrock Liq Fund Debt Service 4.47% 315 0.00% 315
Zions Bank - MH Police Facility Lease Revenue Bonds
Blackrock Liq Fund Debt Service 4.47% 400 0.00% 400
BNY - RDA Bonds
Dreyfus Cash Mgmt 521 Agency Fund 0.00% 5,797,638 3.13% 5,797,638 Zions Bank - MH Ranch 2015
Blackrock Liq Funds Fed Fund -DI -2015 Agency Fund 4.47% 419,363 0.23% 419,363 Zions Bank - Madrone Bus Park Taxable/ Tax Exempt 2015
Blackrock Liquidity Temp Fund-2015 Agency Fund 4.47% 0.33% 608,531 608,531 SUBTOTAL 6,826,247 3.69% 6,826,247
Other Cash/Deposits
General Checking All Funds (3,745,868) -2.02% (3,745,868) Workers' Comp Administrators Workers' Comp 30,000 0.02% 30,000 Petty Cash & Emergency Cash General Fund 16,100 0.01% 16,100 CALPERS CERBT - OPEB Trust 4,487,404 2.43% 4,866,887
PARS - PENSION Trust 2,300,000 1.24% 2,491,058
SUBTOTAL 3,087,636 1.67% 3,658,177
Total Cash and Investments $ 185,041,698 100.00% $ 177,606,606
CASH ACTIVITY SUMMARY
FY 2022-23
07/1/22 Change in 04/30/23
Fund Type Balance Cash Balance Balance
General Fund 26,535,041 $ (2,270,526) $ 24,264,515 $
Community Development 1,919,696 329,157 2,248,853
Housing Successor Agency/ CDBG 4,670,910 (425,063) 4,245,848 Water - Operations 2,980,708 1,224,705 4,205,413
Water Other 18,208,344 4,064,290 22,272,633
Sewer - Operations 1,663,439 (722,281) 941,158
Sewer Other 50,357,493 (5,035,487) 45,322,006
Other Special Revenue 8,482,063 253,756 8,735,819
Streets and Capital Projects (except RDA) 38,126,094 2,298,025 40,424,119 Debt Service 339,861 (109,004) 230,857
Internal Service 21,185,083 2,764,833 23,949,915
Agency Funds (assessment dists./refundable deposits) 9,072,901 (872,340) 8,200,561 Total $ 183,541,633 $ 1,500,065 $ 185,041,698
Note: See Investment Porfolio Detail for maturities of "Investments." Market values are obtained from the City's investment brokers' monthly reports.
I certify the information on the investment reportshas been reconciled to the general ledger and bank statements and that there are sufficient funds to meet the expenditure requirements of the City for the next six months. The portfolio is in compliance with the City of Morgan Hill Investment Policy and all State laws and regulations.
Prepared by: ____________________________________ Approved by:
Gina Nazareno, Senior Accountant
Reviewed by: ____________________________________
Dat Nguyen, Finance Director Caitlin Jachimowicz, Treasurer
City of Morgan Hill
Year to Date Revenues - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT INCR (DECR)
ADOPTED AMENDED YTD % PRIOR FROM PRIOR %
BUDGET BUDGET ACTUAL OF BUDGET YTD YTD CHANGE
010 GENERAL FUND
TAXES
Property Tax - Secured/Unsecured $ 14,753,873 14,753,873 $ 10,962,110 74% $ 10,217,172 $ 744,937 7% Property Tax - RPTTF Residual Distribution 2,429,832 2,429,832 987,196 41% 808,731 178,466 22% Property Tax - Supplemental Roll 200,000 200,000 323,407 162% 202,005 121,402 60% Sales Tax 11,950,308 11,950,308 8,022,051 67% 8,270,935 (248,883) -3% Public Safety Sales Tax 445,105 445,105 270,486 61% 313,471 (42,985) -14% Transient Occupancy Taxes 2,600,000 2,600,000 1,866,193 72% 1,710,484 155,709 9% Franchise (Refuse ,Cable ,PG&E) 2,760,000 2,760,000 2,122,276 77% 1,972,454 149,822 8% Property Transfer Tax 500,000 500,000 277,253 55% 547,958 (270,705) -49% TOTAL TAXES 35,639,118 35,639,118 24,830,973 70% 24,043,209 787,763 3%
LICENSES/PERMITS
Business License 170,000 170,000 146,359 86% 169,333 (22,974) -14% Other Permits 53,975 53,975 444% 49,439 239,661 190,223 385% TOTAL LICENSES/PERMITS 223,975 223,975 386,021 172% 218,772 167,249 76%
FINES AND PENALTIES
Parking Enforcement 2,932 2,932 6,373 217% 3,335 3,037 91% Bails & Fines 46,480 46,480 34,276 74% 31,000 3,276 11% Administrative Citations 20,000 20,000 4,928 25% - 4,928 0% TOTAL FINES AND PENALTIES 69,412 69,412 45,577 66% 34,335 11,241 33%
OTHER AGENCIES
Motor Vehicle in-Lieu 40,000 40,000 47,613 119% 57,729 (10,116) -18% Other Revenue - Other Agencies 1,304,130 1,304,130 64% 452,295 834,554 382,258 85% TOTAL OTHER AGENCIES 1,344,130 1,344,130 882,167 66% 510,024 372,143 73%
CHARGES CURRENT SERVICES
Police False Alarm Charge 32,280 32,280 34,035 105% 21,928 12,106 55% Business License Application Review 53,000 53,000 42,313 80% 35,586 6,727 19% Membership Services & Rec Programs 5,136,869 5,136,869 4,324,888 84% 3,515,430 809,458 23% Facility Rentals 819,459 819,459 1,033,791 126% 551,332 482,459 88% Community Services 127,498 127,498 49,485 39% 106,780 (57,295) -54% General Administration Overhead 1,775,408 1,775,408 1,479,507 83% 1,526,920 (47,413) -3% Other Charges Current Services 998,144 998,144 61% 597,285 605,257 7,972 1% TOTAL CURRENT SERVICES 8,942,658 8,942,658 7,569,276 85% 6,355,262 1,214,015 19%
OTHER REVENUE
Use of money/property 774,829 774,829 731,903 94% 599,521 132,382 22% Other Revenues 371,910 371,910 62% 241,924 231,028 (10,897) -5% TOTAL OTHER REVENUE 1,146,739 1,146,739 962,931 84% 841,446 121,485 14%
TRANSFERS IN
One Time Transfer 180,000 180,000 150,000 83% 149,990 0% 10 Public Safety Facilities Fund 50,000 50,000 41,667 83% 20,830 20,837 100% Supplemental Law Enforcement Fund 100,000 100,000 100,000 100% 100,000 n/a - Countywide Solid Waste 355,000 355,000 295,833 83% 270,636 25,197 9% Streets 904,438 904,438 604,127 67% 324,267 279,860 86% Park Maintenance 650,000 650,000 541,670 83% 541,670 n/a - Sewer Operations 375,000 375,000 312,500 83% 297,630 14,870 5% Water Operations 375,000 375,000 312,500 83% 297,630 14,870 5% Open Space 81,100 81,100 67,583 83% - 67,583 n/a
Park Development 75,000 75,000 62,500 83% - 62,500 n/a
TOTAL TRANSFERS IN 3,145,538 3,145,538 2,488,380 79% 2,065,154 423,226 20% TOTAL GENERAL FUND 50,511,570 50,511,570 37,165,324 74% 34,068,201 3,097,123 9%
SPECIAL REVENUE FUNDS
202 STREET MAINTENANCE
Gas Tax 2105 - 2107.5 909,478 909,478 601,000 66% 500,352 100,648 20% Interest / Other Revenue/Other Charges 5 58 8 3,127 5391% 573 2,553 445% 202 STREET MAINTENANCE 909,536 909,536 604,127 66% 500,925 103,202 21%
City of Morgan Hill
Year to Date Revenues - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT INCR (DECR)
ADOPTED AMENDED YTD % PRIOR FROM PRIOR %
BUDGET BUDGET ACTUAL OF BUDGET YTD YTD CHANGE
SPECIAL REVENUE FUNDS
205 SUPPLEMENTAL LAW ENFORCEMENT FUND
Interest Income 1,438 1,438 3,415 237% 935 2,480 265%
Police Grant/SLEF/JAG 100,000 100,000 144,733 145% 119,618 25,115 21% 205 SUPPLEMENTAL LAW ENFORCEMENT FUND 101,438 101,438 148,148 146% 120,553 27,595 23% 206 DEVELOPMENT SERVICES
Building Fees 3,433,600 3,433,600 3,310,170 96% 2,569,049 741,121 29% Planning Fees 1,259,167 1,259,167 572,558 45% 643,738 (71,180) -11% Engineering Fees 1,142,289 1,142,289 890,552 78% 1,034,238 (143,686) -14% Other Revenue/Current Charges 346,181 346,181 85% 200,201 293,897 93,696 47% 206 DEVELOPMENT SERVICES 6,181,237 6,181,237 5,067,176 82% 4,447,226 619,950 14% 207 LONG RANGE PLANNING 995,882 995,882 930,396 93% 659,873 270,523 41% 215 and 216 HCD BLOCK GRANT
Interest Income/Other Revenue 244 244 324% 280 791 511 183% 215 and 216 HCD BLOCK GRANT 244 244 791 324% 280 511 183% 225 ASSET SEIZURE 979 979 1,236 126% 584 652 112%
229 LIGHTING AND LANDSCAPE 199,916 199,916 111,576 56% 105,159 6,417 6% 230 COMMUNITY FACILITIES DISTRICT 37,591 37,591 27,694 74% 11,962 15,733 132% 232 ENVIRONMENTAL PROGRAMS 553,277 553,277 471,927 85% 421,791 50,136 12% 234 MOBILE HOME PARK RENT STAB. 441 441 6,474 1468% 8,102 (1,628) -20% 236 HOUSING MITIGATION 1,575,835 1,575,835 644,034 41% 1,113,505 (469,471) -42% 240 EMPLOYEE ASSISTANCE 20,673 20,673 6,998 34% 9,054 (2,056) -23% 246 COUNTYWIDE SOLID WASTE 1,628,603 1,628,603 1,248,895 77% 1,048,667 200,228 19% 247 ENVIRONMENT REMEDIATION 1,023 1,023 1,672 163% 1,459 213 15% 255 HOUSING SUCCESSOR AGENCY 233,641 233,641 328,856 141% 261,956 66,900 26% 260 PUBLIC ART 501 501 n/a - 1,100 (1,100) -100%
TOTAL SPECIAL REVENUE FUNDS 12,440,818 12,440,818 9,600,000 77% 8,712,195 887,804 10%
CAPITAL PROJECTS FUNDS
301 PARK DEVELOPMENT 1,369,271 1,369,271 3,696,334 270% 5,974,018 (2,277,685) -38% 302 PARK MAINTENANCE 540,773 540,773 521,152 96% 526,050 (4,898) -1% 303 LOCAL DRAINAGE 374,484 374,484 984,629 263% 1,240,609 (255,979) -21% 304 LOCAL DRAINAGE/NON AB1600 29,166 29,166 105,211 361% 178,091 (72,881) -41% 306 AGRICULTURE & OPEN SPACE PRESERVATION 5,058 5,058 65,547 1296% 144,654 (79,107) -55% 308 STREET CIP 5,662,650 5,662,650 3,786,418 67% 3,684,548 101,870 3% 309 TRAFFIC IMPACT 5,019,799 5,019,799 6,964,845 139% 7,178,265 (213,420) -3% 315 PUBLIC SAFETY FACILITIES IMPACT 6,221,575 6,221,575 610,007 10% 201,618 408,390 203% 346 PUBLIC FACILITIES NON-AB1600 1,165,537 1,165,537 399,031 34% 2,480,513 (2,081,482) -84% 347 PUBLIC FACILITIES IMPACT 138,168 138,168 110,635 80% 44,766 65,869 147% 348 LIBRARY 480,582 480,582 172,461 36% 197,296 (24,835) -13% 350 UNDERGROUNDING 29,592 29,592 20,370 69% 494,126 (473,756) -96% 355 SCHOOL PEDESTRIAN/TRAFFIC SAFETY 482,291 482,291 214,521 44% 1,025,646 (811,126) -79% 360 COMMUNITY/REC IMPACT FUND 1,335,488 1,335,488 509,880 38% 225,420 284,460 126% 375 QUIMBY FEE 653,451 653,451 1,557,400 238% 907,961 649,439 72% TOTAL CAPITAL PROJECTS FUNDS 23,507,885 23,507,885 19,718,442 84% 24,503,582 (4,785,140) -20%
DEBT SERVICE FUNDS
420 CIVIC CENTER DEBT 292,184 292,184 245,300 84% 254,828 (9,527) -4% 441 POLICE FACILITY BOND 387,490 387,490 323,111 83% 320,220 2,891 1% TOTAL DEBT SERVICE FUNDS 679,674 679,674 568,411 84% 575,047 (6,636) -1%
City of Morgan Hill
Year to Date Revenues - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT INCR (DECR)
ADOPTED AMENDED YTD % PRIOR FROM PRIOR %
BUDGET BUDGET ACTUAL OF BUDGET YTD YTD CHANGE
ENTERPRISE FUNDS
640 SEWER OPERATION
Sewer Service Fees 14,400,000 14,400,000 11,125,135 77% 10,759,771 365,364 3% Interest Income/Transfers 38,548 38,548 30,348 79% 11,260 19,088 170% Other Revenue/Current Charges 319,809 319,809 331,071 104% 383,021 (51,950) -14% 640 SEWER OPERATION 14,758,357 14,758,357 11,486,554 78% 11,154,051 332,502 3% 641 SEWER EXPANSION
Interest Income 64,455 64,455 279,676 434% 100,590 179,086 178% Development Impact Fee 4,336,657 4,336,657 2,590,256 60% 3,004,608 (414,352) -14% Transfer From-643 (Sewer Replacement) 13,310,782 13,310,782 8,035,993 60% 8,035,993 - n/a 641 SEWER EXPANSION 17,711,894 17,711,894 10,905,925 62% 3,105,198 7,800,726 251% 642 SEWER RATE STABILIZATION 50,000 50,000 76,351 153% 136,808 (60,456) -44% 643 SEWER-CAPITAL PROJECT 6,710,456 6,710,456 5,673,038 85% 3,947,115 1,725,923 44% TOTAL SEWER FUNDS 39,230,707 39,230,707 28,141,867 72% 18,343,172 9,798,695 53% 650 WATER OPERATION
Water Sales 16,400,000 16,400,000 11,760,598 72% 10,369,968 1,390,630 13% Meter Install & Service 50,000 50,000 69,834 140% 118,270 (48,436) -41% Transfers-In / Interest Income 580,372 580,372 727,904 125% 420,212 307,692 73% Other Revenue/Current Charges 614,770 614,770 620,973 101% 998,810 (377,837) -38% 650 WATER OPERATION 17,645,142 17,645,142 13,179,308 75% 11,907,259 1,272,049 11% 651 WATER EXPANSION
Interest Income/Other Revenue/Transfer 21,044 21,044 36,241 172% 14,392 21,849 152% Development Impact Fee 918,214 918,214 676,633 74% 393,307 283,326 72% 651 WATER EXPANSION 939,258 939,258 712,874 76% 407,699 305,175 75% 652 WATER RATE STABILIZATION - - 39,824 n/a 117,950 (78,126) -66% 653 WATER CAPITAL PROJECT 5,128,809 5,128,809 4,367,679 85% 4,236,973 130,706 3% TOTAL WATER FUNDS 23,713,209 23,713,209 18,299,686 77% 16,669,882 1,629,804 10% TOTAL ENTERPRISE FUNDS 62,943,916 62,943,916 46,441,553 74% 35,013,054 11,428,499 33%
INTERNAL SERVICE FUNDS
730 INFORMATION SYSTEMS 2,233,768 2,233,768 1,868,153 84% 1,878,001 (9,849) -1% 740 BUILDING MAINTENANCE 1,655,704 1,655,704 1,379,803 83% 942,287 437,517 46% 741 BUILDING REPLACEMENT 836,114 836,114 724,939 87% 598,344 126,595 21% 745 CIP ADMINISTRATION 1,977,307 1,977,307 1,235,983 63% 1,370,011 (134,028) -10% 760 UNEMPLOYMENT INSURANCE 2,317 2,317 3,620 156% 1,396 2,224 159% 770 WORKERS COMPENSATION 719,150 719,150 726,553 101% 635,067 91,487 14% 790 EQUIPMENT REPLACEMENT 2,219,595 2,219,595 2,073,704 93% 917,083 1,156,621 126% 791EMPLOYEE BENEFITS 813,718 813,718 676,502 83% 507,449 169,053 33% 795 GENERAL LIABILITY INSURANCE 1,981,019 1,981,019 1,659,133 84% 1,434,354 224,780 16% TOTAL INTERNAL SERVICE FUNDS 12,438,692 12,438,692 10,348,390 83% 8,283,991 2,064,399 25% TOTAL FOR ALL FUNDS 162,522,555 $ 162,522,555 $ 123,842,120 $ 76% 111,156,071 $ 12,686,049 $ 11%
City of Morgan Hill
Year to Date Expenses - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT
FUND MONTH PERCENT OF
NO. FUND/ACTIVITY ACTUAL AMENDED YTD OUTSTANDING TOTAL TOTAL TO PRIOR
EXPENSES BUDGET EXPENSES ENCUMBRANCE ALLOCATED BUDGET YTD 010 GENERAL FUND
I. ADMINISTRATION
CITY COUNCIL 13,025 $ 430,915 $ 345,097 $ - $ 345,097 $ 80% 282,373 $ CITY ATTORNEY 64,657 1,081,769 653,160 152,550 805,710 74% 580,513 CITY MANAGER 53,763 854,800 520,915 5,075 525,990 62% 520,046 HUMAN RESOURCES 61,920 847,361 669,282 - 669,282 79% 583,589
COUNCIL SVCS & RECORDS MGMT
Council Svcs & Records Mgmt 37,228 595,414 411,933 1,600 413,533 69% 484,722 Elections 2,259 357,836 214,908 - 214,908 60% 21,885
COUNCIL SVCS & RECORDS MGMT 39,486 953,250 626,840 1,600 628,440 66% 506,607 FINANCE 148,507 2,552,145 1,563,230 611,717 2,174,947 85% 1,275,243 TOTAL ADMINISTRATION 381,358 6,720,240 4,378,523 770,942 5,149,465 77% 3,748,372 II. COMMUNITY SERVICES
Membership Services & Rec. Programs 364,890 6,772,195 5,130,546 624,064 5,754,609 85% 4,334,616 Recreation Facility Rentals 31,279 546,870 390,214 15,105 405,319 74% 446,123 Innovative Transit 59,158 887,471 416,479 450,016 866,495 98% - Community Services 37,318 644,107 462,360 29,008 491,368 76% 410,228 Park Maintenance 86,177 1,495,918 968,068 38,927 1,006,994 67% 845,864 Environmental Services 19,163 390,733 194,980 - 194,980 50% 174,777 Countywide Solid Waste Program 30,403 354,416 298,859 - 298,859 84% 177,301 Street Maintenance 152,968 2,710,389 1,862,047 92,810 1,954,857 72% 1,778,823 Downtown Maintenance 13,530 325,886 142,301 6,488 148,789 46% 214,859 Cable Television 6,182 74,758 44,140 - 44,140 59% 37,387 COMMUNITY SERVICES 801,068 14,202,742 9,909,992 1,256,417 11,166,409 79% 8,419,977 CODE COMPLIANCE 20,557 319,550 165,942 - 165,942 52% 145,985 INFRASTRUCTURE PLANNING & CONGESTION MGMT 491,888 56,531 289,330 5,031 294,361 60% 273,165 ECONOMIC DEVELOPMENT PROGRAMS 58,921 1,207,348 626,577 40,633 667,210 55% 569,113 TOTAL COMMUNITY SERVICES 937,077 16,221,529 10,991,841 1,302,081 12,293,922 76% 9,408,240 III. PUBLIC SAFETY
POLICE
PD Administration 122,137 1,676,697 1,267,850 32,889 1,300,739 78% 1,386,711 Field Operations 776,327 10,591,376 8,075,001 23,036 8,098,037 76% 7,499,486 Support Services 216,142 3,389,174 2,259,796 13,799 2,273,595 67% 2,093,486 Emergency Services/Haz Mat 35,272 234,368 190,955 - 190,955 81% 161,270 Special Operations 272,876 3,900,732 3,176,649 - 3,176,649 81% 2,264,133 Dispatch Services 168,229 2,116,137 1,668,506 1,668,506 - 79% 1,476,681 POLICE 1,590,983 21,908,484 16,638,758 69,723 16,708,481 76% 14,881,766 FIRE 630,465 8,653,847 6,876,832 266,714 7,143,546 83% 6,183,118 TOTAL PUBLIC SAFETY 2,221,449 30,562,331 23,515,589 336,438 23,852,027 78% 21,064,884 IV. TRANSFERS
Other 1,067,276 4,647,315 4,432,762 4,432,762 - 95% 3,377,802 TOTAL TRANSFERS 1,067,276 4,647,315 4,432,762 4,432,762 - 95% 3,377,802 TOTAL GENERAL FUND 4,607,160 58,151,414 43,318,716 2,409,461 45,728,176 79% 37,599,297
City of Morgan Hill
Year to Date Expenses - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT
FUND MONTH PERCENT OF
NO. FUND/ACTIVITY ACTUAL AMENDED YTD OUTSTANDING TOTAL TOTAL TO PRIOR
EXPENSES BUDGET EXPENSES ENCUMBRANCE ALLOCATED BUDGET YTD
SPECIAL REVENUE FUNDS
202 STREET MAINTENANCE 420 909,478 604,127 - 604,127 66% 327,877 205 PUBLIC SAFETY/SUPP.LAW 104 101,252 101,043 - 101,043 100% 106,040 206 DEVELOPMENT SERVICES FUND
Planning 125,255 1,772,972 1,318,045 793 1,318,837 74% 1,635,272 Building 177,509 2,452,139 1,806,251 105,093 1,911,344 78% 1,749,841 Engineering 131,579 1,907,855 1,440,897 217,451 1,658,348 87% 1,209,173 206 DEVELOPMENT SERVICES FUND 434,343 6,132,966 4,565,193 323,336 4,888,529 80% 4,594,286 207 LONG RANGE PLANNING 58,768 936,040 717,218 18,660 735,878 79% 559,983 215/216 CDBG 7 81 67 - 83% 67 4,580
225 ASSET SEIZURE 63 759 633 - 83% 633 14,232
229 LIGHTING AND LANDSCAPE 9,905 224,538 129,664 8,213 137,877 61% 119,965 230 COMMUNITY FACILITIES DISTRICT 1,522 39,852 24,774 - 24,774 62% 19,340 232 ENVIRONMENT PROGRAMS 34,757 525,533 395,807 6,800 402,607 77% 338,588 234 MOBILE HOME PARK 73 881 734 - 83% 734 370
236 HOUSING MITIGATION 58,170 1,900,261 688,821 99,032 787,853 41% 624,766 238 CAL HOMES - - n/a -
240 EMPLOYEE ASSISTANCE 77 20,919 9,959 - 9,959 48% 9,871 246 COUNTYWIDE SOLID WASTE PROGRAM 73,340 1,842,223 1,091,673 623,732 1,715,405 93% 756,292 255 HOUSING SUCCESSOR AGENCY 107,700 1,143,490 993,276 45,833 1,039,109 91% 886,307 260 PUBLIC ART 505 17,000 18,555 - 18,555 109% 4,368
TOTAL SPECIAL REVENUE FUNDS 779,755 13,795,273 9,341,542 1,125,606 10,467,149 76% 8,366,866
CAPITAL PROJECT FUNDS
301 PARK DEVELOPMENT 31,400 2,961,569 783,816 150,224 934,040 32% 5,948,833 302 PARK MAINTENANCE 54,167 664,980 543,334 - 543,334 82% 556,706 303 LOCAL DRAINAGE 8,550 11,167,922 837,122 1,028,373 1,865,495 17% 71,245 304 LOCAL DRAIN. NON-AB1600 (357) 279,113 39,410 27,863 67,273 24% 8,533 306 AGRICULTURE & OPEN SPACE PRESERVATIO 275,854 10,488 104,879 - 104,879 38% 5,479,245 308 STREET CIP 35,767 8,318,556 6,914,322 669,345 7,583,667 91% 2,912,476 309 TRAFFIC IMPACT 960,324 9,301,872 5,543,160 3,896,589 9,439,750 101% 7,511,402 315 PUBLIC SAFETY FACILITIES IMPACT 114,926 10,050,626 766,112 321,739 1,087,851 11% 287,297 346 PUBLIC FAC.NON AB1600 422 3,413,224 25,902 466 26,369 1% 128,359 347 PUBLIC FACILITIES IMPACT 2,429 279,154 24,295 - 24,295 9% 22,770 348 LIBRARY IMPACT 18,576 222,916 185,763 - 185,763 83% 182,218 350 UNDERGROUNDING 95 1,194,704 951 - 951 0% 950
355 SCHOOL PEDESTRIAN & TRAFFIC SAFETY 1,730 443,838 46,447 1,350 47,797 11% 1,156,907 360 COMM/REC CENTER IMPACT 15,436 2,326,276 728,888 762,351 1,491,238 64% 263,108 375 QUIMBY FEE 159,616 1,564,865 500,308 186,953 687,262 44% 132 TOTAL CAPITAL PROJECTS FUNDS 1,413,569 52,465,468 17,044,709 7,045,254 24,089,962 46% 24,530,179
DEBT SERVICE FUNDS
420 CIVIC CENTER DEBT 55,011 292,184 291,641 - 291,641 100% 237,256 441 POLICE FACILITY BOND DEBT 68,217 387,490 386,814 - 386,814 100% 314,603 TOTAL DEBT SERVICE FUNDS 123,228 679,674 678,456 678,456 - 100% 551,859
City of Morgan Hill
Year to Date Expenses - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
CURRENT
FUND MONTH PERCENT OF
NO. FUND/ACTIVITY ACTUAL AMENDED YTD OUTSTANDING TOTAL TOTAL TO PRIOR
EXPENSES BUDGET EXPENSES ENCUMBRANCE ALLOCATED BUDGET YTD
ENTERPRISE FUNDS
SEWER
640 SEWER OPERATIONS 2,475,396 16,300,411 13,278,669 87,871 13,366,540 82% 10,862,927 641 SEWER CAPITAL EXPANSION 990,806 32,172,615 7,902,879 1,047,060 8,949,938 28% 3,899,053 642 SEWER RATE STABILIZATION 151 1,818 1,515 - 1,515 83% 950 643 SEWER-CAPITAL PROJECTS 33,576 23,759,295 11,505,560 388,575 11,894,136 50% 7,466,760 TOTAL SEWER FUND(S) 3,499,929 72,234,139 32,688,623 1,523,506 34,212,129 47% 22,229,691 WATER
Water Operations 1,037,448 16,045,940 11,554,436 527,288 12,081,724 75% 11,000,065 Utility Billing 82,149 1,147,979 842,566 46,347 888,913 77% 751,624 Water Conservation 20,619 439,985 225,277 31,539 256,816 58% 96,028 650 WATER OPERATIONS 1,140,216 17,633,904 12,622,279 605,174 13,227,453 75% 11,847,718 651 WATER CAPITAL EXPANSION 58,877 893,125 594,531 18,077 612,608 69% 666,238 652 WATER RATE STABILIZATION 113 1,362 1,135 - 1,135 83% 310 653 WATER-CAPITAL PROJECTS 5,000 5,617,611 320,268 406,004 726,271 13% 654,474 TOTAL WATER FUND(S) 1,204,207 24,146,001 13,538,212 1,029,255 14,567,467 60% 13,168,739 TOTAL ENTERPRISE FUNDS 4,704,136 96,380,140 46,226,835 2,552,761 48,779,595 51% 35,398,429
INTERNAL SERVICE FUNDS
730 INFORMATION SYSTEMS 148,322 2,619,930 1,909,408 58,590 1,967,998 75% 1,483,404 740 BUILDING MAINTENANCE 151,721 1,668,218 1,185,999 44,079 1,230,078 74% 980,909 741 BUILDING REPLACEMENT - 1,836,451 145,326 34,827 180,153 10% 272,282 745 CIP ADMINISTRATION 151,110 1,982,153 1,507,821 7,655 1,515,476 76% 1,410,823 760 UNEMPLOYMENT - 15,000 14,081 - 14,081 94% 7,757
770 WORKERS COMPENSATION (132,104) 1,106,358 657,905 - 657,905 59% 807,080 790 EQUIPMENT REPLACEMENT 18,193 2,765,964 593,426 181,542 774,968 28% 642,950 791 EMPLOYEE BENEFITS FUND 72,177 700,000 712,894 - 712,894 102% 635,184 795 GEN. LIABILITY INSURANCE 179,499 1,893,436 1,878,496 4,650 1,883,146 99% 1,573,337 TOTAL INTERNAL SERVICE FUNDS 588,917 14,587,510 8,605,357 331,343 8,936,699 61% 7,813,726 REPORT TOTAL $ 12,216,766 $ 236,059,480 $ 125,215,614 $ 13,464,424 $ 138,680,038 59% 114,260,357 $
City of Morgan Hill
Fund Activity Summary - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
Beginning Year to-Date
Fund Fund Balance YTD % of YTD % of Deficit or
No. Fund Description 07-01-22 Actual Budget Actual Budget Carryover Reserved1 Unreserved 010 GENERAL FUND 33,685,888 $ 37, $ 74% 43, 165,324 $ 74% (6, 318,716 $ 153,392) $ 2,409,461 $ 25,123,036 TOTAL GENERAL FUND $ 33,685,888 $ 37,165,324 74% $ 43,318,716 74% $ (6,153,392) $ 2,409,461 $ 25,123,036 202 STREET MAINTENANCE 63,915 $ 604,127 66% $ 604,127 74% $ (0) $ - $ 63,915 205 PUBLIC SAFETY/SUPPL. LAW 251,291 148,148 146% 101,043 76% 47,105 - 298,396 206 DEVELOPMENT SERVICES (495,437) 5,067,176 82% 4, 565,193 74% 501,984 323,336 (316,789) 207 LONG RANGE PLANNING 1,197,975 930,396 93% 717,218 77% 213,178 18,660 1,392,493 215 / 216 CDBG 29,812 791 324% 83% 67 724 - 30,536
225 ASSET SEIZURE 101,644 1,236 126% 83% 633 603 - 102,247 229 LIGHTING AND LANDSCAPE 190,530 111,576 56% 129,664 58% (18, 088) 8,213 164,229 230 COMMUNITY FACILITIES DISTRICT 132,368 27,694 74% 24,774 62% 2,920 - 135,288 232 ENVIRONMENTAL PROGRAMS 236,258 471,927 85% 395,807 75% 76,120 6,800 305,578 234 MOBILE HOME PK RENT STAB. 69,992 6,474 1468% 734 83% 5,740 - 75,732 235 SENIOR HOUSING 236,079 n/a - n/a - - - 236,079
236 HOUSING MITIGATION 5,879,386 644,034 41% 688,821 36% (44, 787) 99,032 5,735,567 240 EMPLOYEE ASSISTANCE 61,964 6,998 34% 9,959 48% (2,961) - 59,003 246 COUNTYWIDE SOLID WASTE 129,862 1,248,895 163% 1,091,673 59% 157,222 623,732 (336,648) 247 ENVIRONMENT REMEDIATION 139,118 1,672 163% n/a - 1,672 - 140,790 255 HOUSING SUCCESSOR AGENCY 3,091,721 328,856 141% 993,276 87% ( 664,420) 45,833 2,381,468 260 PUBLIC ART 67,129 n/a 18,555 - 109% (18,555) - 48,574 TOTAL SPECIAL REVENUE FUNDS $ 11,383,607 $ 9,600,000 77% $ 9,341,542 68% $ 258,457 $ 1,125,606 $ 10,516,458 301 PARK DEV. IMPACT FUND $ (822,989) $ 3,696,334 270% 783,816 $ 26% 2, $ 912,518 $ 150,224 $ 1,939,304 302 PARK MAINTENANCE 2,567,344 521,152 96% 543,334 82% (22, 182) - 2,545,162 303 LOCAL DRAINAGE 11,596,359 984,629 263% 837,122 7% 147,507 1,028,373 10,715,493 304 LOCAL DRAINAGE/NON-AB1600 1,374,682 105,211 361% 39,410 14% 65,801 27,863 1,412,620 306 AG. AND OPEN SPACE PRESERVATION 589,238 65,547 1296% 104,879 38% (39, 331) - 549,907 308 STREET CIP 5,741,205 3,786,418 67% 6, 914,322 83% (3, 127,903) 669,345 1,943,957 309 TRAFFIC IMPACT FUND 1,187,038 6,964,845 139% 5,543,160 60% 1, 421,685 3,896,589 (1,287,867) 315 PUBLIC SAFETY FACILITIES IMPACT 3,221,824 610,007 10% 766,112 8% ( 156,105) 321,739 2,743,981 346 PUBLIC FACILITIES NON-AB1600 2,878,803 399,031 34% 25,902 1% 373,129 466 3,251,465 347 PUBLIC FACILITIES IMPACT FUND 1,017,051 110,635 80% 24,295 9% 86,340 - 1,103,391 348 LIBRARY IMPACT FUND 1,444,583 172,461 36% 185,763 83% (13, 302) - 1,431,281 350 UNDERGROUNDING 1,600,648 20,370 69% 951 0% 19,419 - 1,620,067 355 SCHOOL PEDESTRIAN/TRAFFIC SFTY (46,063) 214,521 44% 46,447 10% 168,074 1,350 120,661 360 COMM/REC CTR IMPACT FUND 1,295,025 509,880 38% 728,888 31% ( 219,007) 762,351 313,667 375 QUIMBY FEE 839,370 1,557,400 238% 500,308 32% 1, 057,092 186,953 1,709,509 TOTAL CAPITAL PROJECT FUNDS $ 34,484,118 $ 19,718,442 84% $ 17,044,709 32% $ 2,673,733 $ 7,045,254 $ 30,112,598 420 CIVIC CENTER DEBT $ 173,445 $ 245,300 84% $ 291,641 100% (46,341) $ $ 315 $ 126,789 441 POLICE FACILITY BOND DEBT 166,744 323,111 83% 386,814 100% (63,703) 400 102,640 TOTAL DEBT SERVICE FUNDS $ 340,189 $ 568,411 84% $ 678,456 100% $ (110,044) $ 715 $ 229,429 640 SEWER OPERATIONS $ 4,567,000 $ 11,486,554 78% 13, $ 278,669 81% (1, $ 792,115) 87,871 2,687,014 641 SEWER IMPACT FUND* 20,552,531 10,905,925 62% 7, 902,879 25% 3, 003,046 1,047,060 22,508,517 642 SEWER RATE STABILIZATION 2,726,339 76,351 153% 1,515 83% 74,836 - 2,801,175 643 SEWER-CAPITAL PROJECTS 22,007,034 5,673,038 85% 11, 505,560 48% (5, 832,522) 388,575 15,785,936 650 WATER OPERATIONS 4,289,349 13,179,308 75% 12, 622,279 72% 557,030 605,174 4,241,205 651 WATER IMPACT FUND* 2,924,596 712,874 76% 594,531 67% 118,343 18,077 3,024,862 652 WATER RATE STABILIZATION 3,154,313 39,824 n/a 1,135 83% 38,689 - 3,193,002 653 WATER -CAPITAL PROJECT 10,397,946 4,367,679 85% 320,268 6% 4, 047,412 406,004 14,039,354 TOTAL ENTERPRISE FUNDS $ 70,619,108 $ 46,441,553 74% $ 46,226,835 48% $ 214,719 $ 2,552,761 $ 68,281,066 730 INFORMATION SERVICES $ 795,800 $ 1,868,153 84% 1, $ 909,408 73% (41, $ 255) $ 58,590 $ 695,955 740 BUILDING MAINTENANCE (166,058) 1,379,803 83% 1, 185,999 71% 193,805 44,079 (16,332) 741 BUILDING REPLACEMENT 3,719,439 724,939 87% 145,326 8% 579,612 34,827 4,264,225 745 CIP ENGINEERING 8,327 1,235,983 63% 1, 507,821 76% ( 271,838) 7,655 (271,166) 760 UNEMPLOYMENT 316,781 3,620 156% 14,081 94% (10, 461) - 306,320 770 WORKERS COMPENSATION 1,944,442 726,553 101% 657,905 59% 68,648 30,000 1,983,090 790 EQUIPMENT REPLACEMENT 6,113,244 2,073,704 93% 593,426 21% 1, 480,278 181,542 7,411,979 791 EMPLOYEE BENEFITS FUNDS (161,343) 676,502 83% 712,894 102% (36,392) - (197,735) 795 GEN. LIABILITY INSURANCE 1,123,565 1,659,133 84% 1, 878,496 99% ( 219,363) 4,650 899,552 TOTAL INTERNAL SERVICE FUNDS $ 13,694,197 $ 10,348,390 83% $ 8,605,357 59% $ 1,743,034 $ 361,343 $ 15,075,888 Revenues Expenses Ending Fund Balance
City of Morgan Hill
Fund Activity Summary - Fiscal Year 2022-23
For the Month Ended April 30, 2023
83% of Year Complete
Beginning Year to-Date
Fund Fund Balance YTD % of YTD % of Deficit or
No. Fund Description 07-01-22 Actual Budget Actual Budget Carryover Reserved1 Unreserved Revenues Expenses Ending Fund Balance
SUMMARY BY FUND TYPE
GENERAL FUND GROUP 33,685,888 $ 37, $ 74% 43, 165,324 $ 74% (6, 318,716 $ 153,392) $ 2,409,461 $ 25,123,036 SPECIAL REVENUE GROUP 11,383,607 9, 77% 9, 600,000 68% 341,542 258,457 1,125,606 10,516,458 DEBT SERVICE GROUP 340,189 84% 568,411 678,456 100% (110,044) 715 229,429 CAPITAL PROJECTS GROUP 34,484,118 19, 84% 17, 718,442 32% 2, 044,709 673,733 7,045,254 30,112,598 ENTERPRISE GROUP 70,619,108 46, 74% 46, 441,553 48% 226,835 214,719 2,552,761 68,281,066 INTERNAL SERVICE GROUP 13,694,197 10, 83% 8, 348,390 59% 1, 605,357 743,034 361,343 15,075,888 TOTAL ALL GROUPS 164,207,107 $ $ 76% 123,842,120 $ 53% (1, 125,215,614 $ 373,493) $ 13,495,139 $ 149,338,474 For Enterprise Funds: Unrestricted fund balance = Fund balance net of fixed assets and long-term liabilities. *Unreserved fund balance includes bond proceeds reserved for projects listed in bond documents. 1 Amount restricted for encumbrances, fixed asset replacement, long-term receivables, and bond reserves.
14 CITY COUNCIL STAFF REPORT
MEETING DATE: June 7, 2023
PREPARED BY:
Keri Russell, Maintenance Manager
APPROVED BY: City Manager
ADOPT RESOLUTION ORDERING ANNUAL ASSESSMENTS AND
RELATED ACTIONS FOR CITY OF MORGAN HILL LANDSCAPE
ASSESSMENT DISTRICT NUMBER 1
RECOMMENDATION(S)
1. Open and close the Public Hearing; and
2. Adopt resolution confirming Fiscal Year (FY) 2023-24 annual assessments and ordering the levy of assessments for the District.
COUNCIL PRIORITIES, GOALS & STRATEGIES
City Council Ongoing Priorities
Maintaining and Enhancing Infrastructure
2022-2023 Strategic Priorities
Fiscal Sustainability
REPORT NARRATIVE:
The City of Morgan Hill Landscape Assessment District No. 1 (District) was created to pay for the maintenance of the parks and common landscaping in neighborhoods benefiting from the open space within the District. The purpose of this item is to:
A) Provide an opportunity for public input;
B) Confirm the FY 2023-24 Assessments; and
C) Order the levy of the Assessments.
Per California Streets and Highways code Sections 22623 to 22631, the Annual Report (Attachment 1) is required to set the annual assessments in the District. In addition to approving the report on May 3, 2023, the Council declared its intent to levy assessments in the District and established June 7, 2023 as the date of the official public hearing.
COMMUNITY ENGAGEMENT:
Ongoing resident outreach is occurring in several of the subareas and City staff are striving to increase resident outreach to others. Some areas have more active
14 homeowner groups that work with City staff in planning maintenance projects for their subarea, while residents of other subareas are less engaged. In recent years, City staff have successfully developed relationships with resident groups in several areas. Staff are closely working with active districts on the ongoing maintenance and budgets for their district. Although outreach with residents is typically positive, not all residents are satisfied with the service being provided within their subarea. This dissatisfaction is often due to limitations of funding available to the subarea without an associated increase in assessment.
Staff is recommending increases to the assessments for Hamilton Square and Llagas Obata sub areas. Staff have had resident meetings with both Hamilton Square and Llagas Obata to discuss the increases. Hamilton Square had good homeowner engagement whereas Llagas Obata did not.
ALTERNATIVE ACTIONS:
There is no other practical alternative action. The City Council could choose to provide staff with further direction on management of the District.
PRIOR CITY COUNCIL AND COMMISSION ACTIONS:
In 1991, the City Council, under the Landscape and Lighting Act of 1972, created the Fox Hollow/Murphy Springs Landscape Assessment District, and in 2010 chose to rename it to the City of Morgan Hill Landscape Assessment District No. 1.
On May 3, 2023, the City Council initiated the annual assessment process and approved the Engineer's Annual Report, for FY 2023-24. In addition to approving the report, the Council declared its intent to levy assessments in the District and established June 7, 2023 as the date of the official public hearing.
FISCAL AND RESOURCE IMPACT:
The cost for preparation of the Engineer's Annual report will be paid for by the Assessment District. It is anticipated that the District will generate $202,700 in revenue in Fiscal Year 2023-24. Expenses are budgeted at $212,237, meaning that overall the District's reserves are projected to be reduced by $9,537 in the upcoming fiscal year.
Providing administrative oversight to the District is a core activity of the Public Services Department's work program.
CEQA (California Environmental Quality Act):
Categorical Exemption
The planned maintenance and management of the sub-areas within the lighting and landscape assessment district fall within the CEQA categorical exception of Class 1, Existing Facilities.
nbsgov.com
Prepared by:
Corporate Headquarters
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516
Fiscal Year 2023/24 Engineer’s Report For:
Landscape Assessment District No. 1
May 2023
CITY OF MORGAN HILL
17575 Peak Avenue
Morgan Hill, CA 95037-4128
Phone: (408) 779-7271
Fax: (408) 778-1564
CITY COUNCIL
Mark Turner, Mayor
Rene Spring, Mayor Pro Tem
Gino Borgioli, Council Member
Yvonne Martinez Beltran, Council Member
Marilyn Librers, Council Member
CITY STAFF
Christina Turner, City Manager
Chris Ghione, Public Services Director
Dat Nguyen, Finance Director
Keri Russell, Maintenance Manager
NBS
Melissa Ellico, Administrator
Darrylanne Zarate, Project Manager
Greg Davidson, Client Service Director
TABLE OF CONTENTS
1. Executive Summary ........................................................................................................1
2. Overview........................................................................................................................2
2.1 Introduction ..............................................................................................................2
2.2 Description of Boundaries ........................................................................................2
2.3 Description of Improvements and Services..............................................................2
3. Estimate of Costs............................................................................................................3
3.1 Definitions of Budget Items......................................................................................3
3.2 Zone Budgets............................................................................................................4
4. Assessments...................................................................................................................5
4.1 Method of Apportionment.......................................................................................5
4.2 Belle Estates Zone.....................................................................................................5
4.3 Chang/Bertelone Zone..............................................................................................6
4.4 Conte Gardens Zone .................................................................................................6
4.5 Diana Estates Zone....................................................................................................7
4.6 Fox Hollow/Murphy Springs Zone ............................................................................7
4.7 Hamilton Square Zone ..............................................................................................8
4.8 Jackson Meadows 6A/6B Zone .................................................................................8
4.9 Jackson Meadows Number 7 Zone...........................................................................8
4.10 La Grande Estates Zone ............................................................................................9
4.11 Lacrosse/Gera Zone ..................................................................................................9
4.12 Llagas Creek Estates Zone.......................................................................................10
4.13 Llagas/Obata Zone ..................................................................................................10
4.14 Mill Creek Zone.......................................................................................................11
4.15 Oak Creek I, II, III .....................................................................................................11
4.16 Parsons Corner Zone...............................................................................................12
4.17 Rose Haven Zone ....................................................................................................12
4.18 Sandalwood Zone ...................................................................................................12
4.19 Sparhawk Zone .......................................................................................................13
4.20 Stone Creek Zone....................................................................................................13
4.21 Sunnyside/Stone Gate Zone ...................................................................................14
5. Assessment Diagrams................................................................................................... 15
6. Assessment Roll............................................................................................................ 16
7. Historical Assessment Rates.......................................................................................... 17
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 1
1. EXECUTIVE SUMMARY
WHEREAS, the City Council of the City of Morgan Hill (the “City”), State of California, directed NBS to prepare and file a report, in accordance with Chapter 1, Article 4 of the Landscaping and Lighting Act of 1972 (the “Act”), presenting the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the City’s Landscape Assessment District No. 1 (the “District”) for Fiscal Year 2023/24. The report includes a diagram for the District, showing the area and properties proposed to be assessed, an assessment of the estimated costs of the maintenance, operations and servicing the improvements, and the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received and;
WHEREAS, the assessment for each parcel is in compliance with the Proposition 218 Omnibus Implementation Act and Section 4 of Article XIII D of the California Constitution. The proposed assessments are not proposed to increase by more than the approved maximum allowable increases.
NOW THEREFORE, assessments have been levied in accordance with the assessment methodology adopted and approved by the City Council at the time of District formation, and are made to cover the portion of the estimated costs of maintenance, operation, and servicing of the improvements, to be paid by the assessable real property within the District in proportion to the special benefit received:
Zone Units
FY 2023/24
Maximum
Assessment Rate
FY 2023/24 Actual
Assessment Rate
Total
Assessment(1)
Belle Estates 36 $502.22 $310.00 $11,160.00
Chang/Bertelone 8 1,215.00 550.00 4,400.00
Conte Gardens 11 477.82 365.00 4,015.00
Diana Estates 64 139.39 139.39 8,920.96
Fox Hollow(2) 75 240.21 173.53 13,014.75
Hamilton Square 38 425.54 425.00 16,150.00
Jackson Meadows #6 70 108.10 108.00 7,560.00
Jackson Meadows #7 10 314.58 100.00 1,000.00
La Grande Estates 32 88.00 88.00 2,816.00
Lacrosse/Gera 24 142.99 50.00 1,200.00
Llagas Creek(2) 71 323.46 233.67 16,590.57
Llagas/Obata 5 629.16 450.00 2,250.00
Mill Creek(2,4) 84 311.42 285.00 23,940.00
Oak Creek I, II, III 119 453.82 425.00 50,575.00
Parsons Corner(3) NOT APPLICABLE
Rose Haven 27 488.47 400.00 10,800.00
Sandalwood(4) 11 450.00 450.00 4,950.00
Sparhawk(2) 18 344.43 334.00 6,012.00
Stone Creek(2) 35 537.71 388.46 13,596.10
Sunnyside/Stonegate(2) 10 788.02 375.00 3,750.00
Totals: 748 $202,700.38
(1) Actual amount placed on secured tax roll may be less due to Santa Clara County submittal requirements. Amounts placed on the tax roll must be rounded down to an even number.
(2) Maximum Assessment Rate increases by 3% annually.
(3) Detachment of Parsons Corner Zone was approved in April 2019. (4) Includes increased maximum assessment rate approved by property owners.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 2
2. OVERVIEW
2.1 Introduction
In 1991, the City Council created the Fox Hollow/Murphy Springs Landscape Assessment District, under the Act, and in 2010 chose to rename it to the City of Morgan Hill Landscape Assessment District No. 1. The District was formed in order to provide for the continued maintenance, operation, and administration of various improvements within the boundaries of the District. Following the initial formation, additional territory was annexed to the District as separate Zones. Currently, the District is comprised of 19 Zones (which decreased from 20 as a result of property owners within Parsons Corner electing to detach from the District in April 2019).
The District provides for and ensures the continued maintenance, servicing, administration, and operation of various landscaping improvements and associated appurtenances located within the public right-of-way and dedicated easements within the boundaries of the District.
2.2 Description of Boundaries
Exhibits from the Engineer’s Report at the formation of the District define the boundaries and maintenance areas of each Zone within the District. These exhibits are on file and available for review at the Office of the City Engineer and, in conjunction with the County of Santa Clara (the “County”) Assessor's maps of the areas annexed, comprise the assessment diagrams for the respective annexations. The Assessor's maps are on file in the office of the County Assessor and are, by reference, made a part of this Report.
2.3 Description of Improvements and Services
The improvements include the construction, operation, maintenance, and servicing of landscaping and appurtenant facilities; including, but not limited to, personnel, electrical energy, utilities such as water and gas, materials, contracting services, and other items necessary for the satisfactory operation of the following services:
“Landscape improvements provided within the District may include, but are not limited to:
ground cover, shrubs, plants and trees, irrigation and drainage systems, graffiti removal, entry monuments, and associated appurtenant facilities. Services provided include all necessary service, operations, administration, and maintenance required to keep the above-mentioned improvements in a healthy, vigorous, and satisfactory condition.” Reference is made to the Plans and Specifications for the improvements, which is on file with the City.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 3
3. ESTIMATE OF COSTS
3.1 Definitions of Budget Items
The following definitions describe some of the services and costs that may be included in the Zone Budgets:
Direct Expenses
Maintenance: Includes all regularly scheduled labor, material (i.e. pipe, fertilizer, insecticides, paint, etc.) and equipment required to properly maintain and ensure the satisfactory condition of all landscaping, irrigation and drainage systems, and appurtenant facilities.
Extra Contract Costs: Includes all labor, equipment, and material costs associated with unscheduled repairs and improvements needed to ensure the satisfactory condition of all landscaping, irrigation and drainage systems, and appurtenant facilities.
Water/Sewer: Includes the furnishing of water required for the operation and maintenance of the landscaping facilities.
Electricity Costs: Includes the furnishing of electricity required for irrigation systems for the operation and maintenance of the landscaping facilities.
Other Supplies: Includes costs that are generally unforeseen and not normally included in the yearly maintenance contract costs. This may include repair of damaged amenities due to vandalism, storms, heavy frost, etc. Also included may be planned upgrades that provide a direct benefit to the District. These upgrades could include replacing plant materials and/or renovation of irrigation systems.
Administrative Expenses
Salaries: Includes the cost to particular departments and staff of the City to provide the coordination of District services, operations, and maintenance of the improvements, response to public concerns and education, and procedures associated with the levy and collection of assessments.
Postage/Advertising: Includes the cost of providing any mailed notice to the property owners and publishing and posting the Resolution of Intention as required by the Act.
Internal Services: Includes overhead costs allocated to the District for various City staff services.
Administrative/Engineering Contract: Includes the costs associated with contracting with professionals to provide services specific to the administration of the levy.
Contingency/Capital Replacement Fund Balance (Reduction)/Reserve Positive amounts are collected for various reasons that include, but are not limited to, any or all of the following:
• To maintain reserves which enable the City to pay for costs associated with the District during the first six months of the fiscal year,
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 4
Contingency/Capital Replacement Fund Balance (Reduction)/Reserve (continued) • To reduce the current fund balance deficit (if any) that exists as of the beginning of the fiscal year, and
• To plan for the replacement of capital improvements in the future.
3.2 Zone Budgets
The estimated costs of servicing, maintaining, repairing, and replacing the actual improvements for each Zone for Fiscal Year 2023/24 are shown on the following pages.
City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
Belle Estates
DIRECT EXPENSES
Maintenance $3,939.26
Extra Contract Costs 2,000.00
Water/Sewer 3,025.00
Electricity Costs
Other Supplies 525.00
Subtotal Direct Expenses $9,489.26
ADMINISTRATIVE EXPENSES
Salaries $1,241.82
Postage/Advertising 10.03
Internal Services 1,003.65
Administrative/Engineering Contract 403.53
Subtotal Administrative Expenses $2,659.03
SUBTOTAL ZONE COST $12,148.29
Fund Balance (Reduction)/Reserve (988.29)
TOTAL BALANCE TO LEVY $11,160.00
Number of Assessable Units 36
Assessment Rate per Unit $310.00
Estimated Beginning Fund Balance July 1, 2023 $13,919.51 Fund Balance Change (988.29)
Estimated Ending Fund Balance June 30, 2024 $12,931.22
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Chang /
Bertelone
$2,262.44
0.00 1,100.00
400.00
$3,762.44
$275.96
2.23 223.03
89.67 $590.90
$4,353.33
46.67 $4,400.00
8 $550.00
$11,490.22
46.67 $11,536.89
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Conte Gardens
$0.00
1,000.00
2,750.00
240.00
500.00
$4,490.00
$379.45
3.06 306.67
123.30
$812.48
$5,302.48
(1,287.48)
$4,015.00
11 $365.00
$12,565.49
(1,287.48)
$11,278.01
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Diana Estates
$3,925.98
500.00
935.00
0.00 0.00
$5,360.98
$2,207.69
17.83 1,784.26
717.39
$4,727.17
$10,088.14
(1,167.18)
$8,920.96
64 $139.39
$7,205.47
(1,167.18)
$6,038.29
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Fox Hollow
$2,262.44
1,500.00
5,100.00
0.00 0.00
$8,862.44
$2,587.13
20.89 2,090.93
840.69
$5,539.65
$14,402.08
(1,387.33)
$13,014.75
75 $173.53
$13,720.12
(1,387.33)
$12,332.79
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Hamilton Square
$8,949.44
0.00 4,400.00
247.50
1,000.00
$14,596.94
$1,310.81
10.58 1,059.40
425.95
$2,806.75
$17,403.70
(1,253.70)
$16,150.00
38 $425.00
$9,331.82
(1,253.70)
$8,078.12
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Jackson
Meadows #6
$994.38
1,350.00
0.00 0.00
0.00 $2,344.38
$2,414.66
19.50 1,951.54
784.65
$5,170.34
$7,514.72
45.28 $7,560.00
70 $108.00
$959.43
45.28 $1,004.71
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Jackson
Meadows #7
$1,092.00
0.00 0.00
0.00 0.00
$1,092.00
$344.95
2.79 278.79
112.09
$738.62
$1,830.62
(830.62)
$1,000.00
10 $100.00
$4,460.09
(830.62)
$3,629.47
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
La Grande Estates
$0.00
0.00 0.00
0.00 0.00
$0.00
$1,103.84
8.91 892.13
358.70
$2,363.58
$2,363.58
452.42
$2,816.00
32 $88.00
($8,068.84)
452.42
($7,616.42)
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Lacrosse/Gera
$1,092.00
0.00 0.00
0.00 0.00
$1,092.00
$413.94
3.34 334.55
134.51
$886.34
$1,978.34
(778.34)
$1,200.00
24 $50.00
$1,773.08
(778.34)
$994.74
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Llagas Creek
$6,322.39
1,000.00
5,250.00
0.00 0.00
$12,572.39
$2,449.15
19.78 1,979.41
795.86
$5,244.20
$17,816.59
(1,226.02)
$16,590.57
71 $233.67
$8,370.75
(1,226.02)
$7,144.73
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Llagas/Obata
$1,330.67
0.00 275.00
0.00 0.00
$1,605.67
$172.48
1.39 139.40
56.05 $369.31
$1,974.97
275.03
$2,250.00
5 $450.00
$1,001.30
275.03
$1,276.32
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Mill Creek
$9,943.83
500.00
4,708.00
252.00
1,500.00
$16,903.83
$2,897.59
23.40 2,341.84
941.58
$6,204.40
$23,108.23
831.77
$23,940.00
84 $285.00
$11,336.31
831.77
$12,168.08
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Oak Creek I, II, III
$20,910.12
7,500.00
11,770.00
3,700.00
2,500.00
$46,380.12
$4,104.92
33.15 3,317.61
1,333.90
$8,789.57
$55,169.69
(4,594.69)
$50,575.00
119
$425.00
$42,811.54
(4,594.69)
$38,216.85
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Rose Haven
$7,955.06
500.00
1,210.00
270.90
400.00
$10,335.96
$931.37
7.52 752.74
302.65
$1,994.27
$12,330.23
(1,530.23)
$10,800.00
27 $400.00
$19,668.25
(1,530.23)
$18,138.02
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Sandalwood
$332.88
0.00 0.00
0.00 0.00
$332.88
$379.45
3.06 306.67
123.30
$812.48
$1,145.36
3,804.64
$4,950.00
11 $450.00
$12,703.33
3,804.64
$16,507.97
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Sparhawk
$2,262.44
250.00
1,875.00
0.00 0.00
$4,387.44
$620.91
5.01 501.82
201.77
$1,329.52
$5,716.95
295.05
$6,012.00
18 $334.00
$495.65
295.05
$790.70
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Stone Creek
$6,089.15
1,500.00
3,300.00
0.00 0.00
$10,889.15
$1,207.33
9.75 975.77
392.32
$2,585.17
$13,474.32
121.78
$13,596.10
35 $388.46
$3,572.99
121.78
$3,694.77
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Sunnyside /
Stone Gate
$1,988.77
400.00
588.50
0.00 400.00
$3,377.27
$344.95
2.79 278.79
112.09
$738.62
$4,115.88
(365.88)
$3,750.00
10 $375.00
$14,520.67
(365.88)
$14,154.79
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City of Morgan Hill
Landscape Assessment District No. 1
Fiscal Year 2023/24 Budget by Zone
DIRECT EXPENSES
Maintenance
Extra Contract Costs
Water/Sewer
Electricity Costs
Other Supplies
Subtotal Direct Expenses
ADMINISTRATIVE EXPENSES
Salaries
Postage/Advertising
Internal Services
Administrative/Engineering Contract
Subtotal Administrative Expenses
SUBTOTAL ZONE COST
Fund Balance (Reduction)/Reserve
TOTAL BALANCE TO LEVY
Number of Assessable Units
Assessment Rate per Unit
Estimated Beginning Fund Balance July 1, 2023
Fund Balance Change
Estimated Ending Fund Balance June 30, 2024
Total of all Zones
$81,653.23
18,000.00
46,286.50
4,710.40
7,225.00
$157,875.13
$25,388.40
205.00
20,519.00
8,250.00
$54,362.40
$212,237.53
(9,537.15)
$202,700.38
748
N/A
$181,837.17
(9,537.15)
$172,300.03
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City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 5
4. ASSESSMENTS
The amount of the actual assessment for the Fiscal Year 2023/24 apportioned to each parcel, as shown on the latest equalized roll at the County Assessor’s office, is listed in Section 6 of this Report. The description of each lot or parcel is part of the records of the County Assessor and such records are, by reference, made part of this Report.
4.1 Method of Apportionment
The assessments are levied in accordance with the assessment methodology adopted and approved by the City Council at the time of District formation.
Pursuant to the Act and Article XIII D of the Constitution of the State of California, all parcels that have special benefit conferred upon them as a result of the maintenance and operation of improvements shall be identified and the proportionate special benefit derived by each identified parcel shall be determined in relation to the entire cost of the maintenance and operation of the improvements. Only parcels that receive direct special benefit are assessed, and each parcel is assessed in proportion to the estimated benefit received.
Several Zones have been annexed into the District and it has been determined that by reason of variations in the nature, location, and extent of the improvements, those areas will receive differing degrees of benefit from the improvements.
Within the Zones, each parcel is allocated a number of units, where each such unit is deemed to receive the same proportional special benefit from the maintenance and operation of the improvements within that Zone. The typical parcel, with a single-family residential use, will have one unit assigned. If the use or nature of a parcel confers special benefit in a greater or lesser degree than that typical use, that parcel may have greater than or less than one unit assigned.
4.2 Belle Estates Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $502.22 per unit. There is currently no inflator associated with the Belle Estates Zone assessments.
There are currently 36 parcels within this Zone, and the total Zone costs are spread to each of the 36 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $11,160.00 Total Units 36
Fiscal Year 2023/24 Actual Assessment Per Unit $310.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $502.22
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 6
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $310.00
Fiscal Year 2023/24 Actual Assessment Per Unit $310.00
Change in the Actual Assessment Rate $0.00
4.3 Chang/Bertelone Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $1,215.00 per unit. There is currently no inflator associated with the Chang/Bertelone Zone assessments.
There are currently 8 parcels within this Zone, and the total Zone costs are spread to each of the 8 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $4,400.00 Total Units 8
Fiscal Year 2023/24 Actual Assessment Per Unit $550.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $1,215.00 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $550.00
Fiscal Year 2023/24 Actual Assessment Per Unit $550.00
Change in the Actual Assessment Rate $0.00
4.4 Conte Gardens Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $477.82 per unit. There is currently no inflator associated with the Conte Gardens Zone assessments.
There are currently 11 parcels within this Zone, and the total Zone costs are spread to each of the 11 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $4,015.00 Total Units 11
Fiscal Year 2023/24 Actual Assessment Per Unit $365.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $477.82 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $365.00
Fiscal Year 2023/24 Actual Assessment Per Unit $365.00
Change in the Actual Assessment Rate $0.00
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 7
4.5 Diana Estates Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $139.39 per unit. There is currently no inflator associated with the Diana Estates Zone assessments.
There are currently 64 parcels within this Zone, and the total Zone costs are spread to each of the 64 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $8,920.96 Total Units 64
Fiscal Year 2023/24 Actual Assessment Per Unit(1) $139.39 Fiscal Year 2023/24 Maximum Assessment Per Unit $139.39 (1) May be rounded down to even cents per parcel for County Tax Roll purposes.
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $139.39
Fiscal Year 2023/24 Actual Assessment Per Unit $139.39
Change in the Actual Assessment Rate $0.00
4.6 Fox Hollow/Murphy Springs Zone
The assessment rate originally approved at the time of District formation was $106.15 per unit. In July 2005, the City conducted Proposition 218 proceedings to increase the maximum assessment rate and add an annual inflator of 3% for the Zone. Property owners approved the rate increase and the inflator. Each year the maximum assessment rate is increased by 3% over the previous year’s maximum assessment rate.
The rate increase took effect in Fiscal Year 2005/06 and the 3% inflator took effect in Fiscal Year 2006/07.
There are currently 75 parcels within this Zone, and the total Zone costs are spread to each of the 75 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $13,014.75 Total Units 75
Fiscal Year 2023/24 Actual Assessment Per Unit(1) $173.53 Fiscal Year 2023/24 Maximum Assessment Per Unit $240.21 (1) May be rounded down to even cents per parcel for County Tax Roll purposes.
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $173.53
Fiscal Year 2023/24 Actual Assessment Per Unit $173.53
Change in the Actual Assessment Rate $0.00
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 8
4.7 Hamilton Square Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $425.54 per unit. There is currently no inflator associated with the Hamilton Square Zone assessments.
There are currently 38 parcels within this Zone, and the total Zone costs are spread to each of the 38 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $16,150.00 Total Units 38
Fiscal Year 2023/24 Actual Assessment Per Unit $425.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $425.54 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $325.00
Fiscal Year 2023/24 Actual Assessment Per Unit $425.00
Change in the Actual Assessment Rate $100.00
4.8 Jackson Meadows 6A/6B Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $108.10 per unit. There is currently no inflator associated with the Jackson Meadows 6A/6B Zone assessments.
There are currently 70 parcels within this Zone, and the total Zone costs are spread to each of the 70 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $7,560.00 Total Units 70
Fiscal Year 2023/24 Actual Assessment Per Unit $108.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $108.10 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $108.00
Fiscal Year 2023/24 Actual Assessment Per Unit $108.00
Change in the Actual Assessment Rate $0.00
4.9 Jackson Meadows Number 7 Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $314.58 per unit. There is currently no inflator associated with the Jackson Meadows Number 7 Zone assessments.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 9
There are currently 10 parcels within this Zone, and the total Zone costs are spread to each of the 10 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $1,000.00 Total Units 10
Fiscal Year 2023/24 Actual Assessment Per Unit $100.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $314.58 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $100.00
Fiscal Year 2023/24 Actual Assessment Per Unit $100.00
Change in the Actual Assessment Rate $0.00
4.10 La Grande Estates Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $88.00 per unit. There is currently no inflator associated with the La Grande Estates Zone assessments.
There are currently 32 parcels within this Zone, and the total Zone costs are spread to each of the 32 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $2,816.00 Total Units 32
Fiscal Year 2023/24 Actual Assessment Per Unit $88.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $88.00
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $88.00
Fiscal Year 2023/24 Actual Assessment Per Unit $88.00
Change in the Actual Assessment Rate $0.00
4.11 Lacrosse/Gera Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $142.99 per unit. There is currently no inflator associated with the Lacrosse/Gera Zone assessments.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 10
There are currently 24 parcels within this Zone, and the total Zone costs are spread to each of the 24 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $1,200.00 Total Units 24
Fiscal Year 2023/24 Actual Assessment Per Unit $50.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $142.99
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $50.00
Fiscal Year 2023/24 Actual Assessment Per Unit $50.00
Change in the Actual Assessment Rate $0.00
4.12 Llagas Creek Estates Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $140.84 per unit. In July 2005, the City conducted Proposition 218 proceedings to increase the maximum assessment rate and add an annual inflator of 3% for the Zone. Property owners approved the rate increase and the inflator. Each year the maximum assessment rate is increased by 3% over the previous year’s maximum assessment rate. The rate increase took effect in Fiscal Year 2005/06 and the 3% inflator took effect in Fiscal Year 2006/07.
There are currently 71 parcels within this Zone, and the total Zone costs are spread to each of the 71 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $16,590.57 Total Units 71
Fiscal Year 2023/24 Actual Assessment Per Unit(1) $233.67 Fiscal Year 2023/24 Maximum Assessment Per Unit $323.46 (1) May be rounded down to even cents per parcel for County Tax Roll purposes.
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $233.67
Fiscal Year 2023/24 Actual Assessment Per Unit $233.67
Change in the Actual Assessment Rate $0.00
4.13 Llagas/Obata Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $629.16 per unit. There is currently no inflator associated with the Llagas/Obata Zone assessments.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 11
There are currently 5 parcels within this Zone, and the total Zone costs are spread to each of the 5 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $2,250.00 Total Units 5
Fiscal Year 2023/24 Actual Assessment Per Unit $450.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $629.16 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $400.00
Fiscal Year 2023/24 Actual Assessment Per Unit $450.00
Change in the Actual Assessment Rate $50.00
4.14 Mill Creek Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $186.82 per unit. In February 2020, the City conducted Proposition 218 proceedings to increase the maximum assessment rate and add an annual inflator of 3% for the Zone. Property owners approved the assessment rate increase to $285.00 per unit and the inflator. The rate increase took effect in Fiscal Year 2020/21 and the 3% inflator takes effect in Fiscal Year 2021/22.
There are currently 84 parcels within this Zone, and the total Zone costs are spread to each of the 84 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $23,940.00 Total Units 84
Fiscal Year 2023/24 Actual Assessment Per Unit $285.00
Fiscal Year 2023/24 Maximum Assessment Per Unit(1) $311.42 (1) Assessment Rate increase approved by property owners in February 2020.
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $285.00
Fiscal Year 2023/24 Actual Assessment Per Unit $285.00
Change in the Actual Assessment Rate $0.00
4.15 Oak Creek I, II, III
The assessment rate originally approved at the time of annexing this Zone into the District was $453.82 per unit. There is currently no inflator associated with the Oak Creek I, II, III Zone assessments.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 12
There are currently 119 parcels within this Zone, and the total Zone costs are spread to each of the 119 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $50,575.00 Total Units 119
Fiscal Year 2023/24 Actual Assessment Per Unit $425.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $453.82 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $425.00
Fiscal Year 2023/24 Actual Assessment Per Unit $425.00
Change in the Actual Assessment Rate $0.00
4.16 Parsons Corner Zone
In April 2019, property owners in the Parsons Corner Zone voted to detach from the District. Therefore, there is no assessment for the Parsons Corner Zone.
4.17 Rose Haven Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $488.47 per unit. There is currently no inflator associated with the Rose Haven Zone assessments.
There are currently 24 parcels with a total of 27 units within this Zone, and the total Zone costs are spread to each of the 27 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $10,800.00 Total Units 27
Fiscal Year 2023/24 Actual Assessment Per Unit $400.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $488.47 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $400.00
Fiscal Year 2023/24 Actual Assessment Per Unit $400.00
Change in the Actual Assessment Rate $0.00
4.18 Sandalwood Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $192.39 per unit. In April 2018, property owners approved the assessment rate increase to $450.00 per unit. There is currently no inflator associated with the Sandalwood Zone assessments.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 13
There are currently 11 parcels within this Zone, and the total Zone costs are spread to each of the 11 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $4,950.00 Total Units 11
Fiscal Year 2023/24 Actual Assessment Per Unit $450.00
Fiscal Year 2023/24 Maximum Assessment Per Unit(1) $450.00 (1) Assessment Rate increase approved by property owners in April 2018.
Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $450.00
Fiscal Year 2023/24 Actual Assessment Per Unit $450.00
Change in the Actual Assessment Rate $0.00
4.19 Sparhawk Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $174.77 per unit. In July 2005, the City conducted Proposition 218 proceedings to increase the maximum assessment rate and add an annual inflator of 3% for the Zone. Property owners approved the rate increase and the inflator. Each year the maximum assessment rate is increased by 3% over the previous year’s maximum assessment rate. The rate increase took effect in Fiscal Year 2005/06 and the 3% inflator took effect in Fiscal Year 2006/07.
There are currently 18 parcels within this Zone, and the total Zone costs are spread to each of the 18 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $6,012.00 Total Units 18
Fiscal Year 2023/24 Actual Assessment Per Unit $334.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $344.43 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $334.00
Fiscal Year 2023/24 Actual Assessment Per Unit $334.00
Change in the Actual Assessment Rate $0.00
4.20 Stone Creek Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $306.66 per unit. In July 2005, the City conducted Proposition 218 proceedings to add an annual inflator of 3% for the
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 14
Zone. Property owners approved the inflator. Each year the maximum assessment rate is increased by 3% over the previous year’s maximum assessment rate. The inflator took effect in Fiscal Year 2005/06.
There are currently 35 parcels within this Zone, and the total Zone costs are spread to each of the 35 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $13,596.10 Total Units 35
Fiscal Year 2023/24 Actual Assessment Per Unit $388.46
Fiscal Year 2023/24 Maximum Assessment Per Unit $537.71 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $388.46
Fiscal Year 2023/24 Actual Assessment Per Unit $388.46
Change in the Actual Assessment Rate $0.00
4.21 Sunnyside/Stone Gate Zone
The assessment rate originally approved at the time of annexing this Zone into the District was $449.40 per unit. In July 2005, the City conducted Proposition 218 proceedings to add an annual inflator of 3% for the Zone. Property owners approved the inflator. Each year the maximum assessment rate is increased by 3% over the previous year’s maximum assessment rate. The inflator took effect in Fiscal Year 2005/06.
There are currently 10 parcels within this Zone, and the total Zone costs are spread to each of the 10 units as follows:
Estimated Fiscal Year 2023/24 Costs and Fund Adjustment $3,750.00 Total Units 10
Fiscal Year 2023/24 Actual Assessment Per Unit $375.00
Fiscal Year 2023/24 Maximum Assessment Per Unit $788.02 Any change in the assessment rate from the previous fiscal year is identified below:
Fiscal Year 2022/23 Actual Assessment Per Unit $375.00
Fiscal Year 2023/24 Actual Assessment Per Unit $375.00
Change in the Actual Assessment Rate $0.00
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 15
5. ASSESSMENT DIAGRAMS
The Assessment Diagrams for each Zone in the District have been submitted to the City Clerk in the format required under the provisions of the Act. Copies of the diagrams are included herein. The lines and dimensions shown on maps of the County Assessor for the current year are, by reference, made part of this Report as well.
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 16
6. ASSESSMENT ROLL
The listing of Fiscal Year 2023/24 assessments is provided per Zone on the following pages. The description of each lot or parcel as part of the records of the County Assessor are, by reference, made part of this Report as well.
City of Morgan Hill
Belle Estates
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 726-16-043 $310.00 1 $0.00 $310.00
726-16-044 310.00 1 0.00 310.00
726-16-045 310.00 1 0.00 310.00
726-16-046 310.00 1 0.00 310.00
726-16-048 310.00 1 0.00 310.00
726-16-050 310.00 1 0.00 310.00
726-16-051 310.00 1 0.00 310.00
726-16-052 310.00 1 0.00 310.00
726-16-053 310.00 1 0.00 310.00
726-16-054 310.00 1 0.00 310.00
726-16-055 310.00 1 0.00 310.00
726-16-056 310.00 1 0.00 310.00
726-16-057 310.00 1 0.00 310.00
726-16-058 310.00 1 0.00 310.00
726-16-059 310.00 1 0.00 310.00
726-16-060 310.00 1 0.00 310.00
726-16-061 310.00 1 0.00 310.00
726-16-062 310.00 1 0.00 310.00
726-16-063 310.00 1 0.00 310.00
726-16-064 310.00 1 0.00 310.00
726-16-065 310.00 1 0.00 310.00
726-16-066 310.00 1 0.00 310.00
726-16-068 310.00 1 0.00 310.00
726-16-069 310.00 1 0.00 310.00
726-16-070 310.00 1 0.00 310.00
726-16-071 310.00 1 0.00 310.00
726-16-072 310.00 1 0.00 310.00
726-16-074 310.00 1 0.00 310.00
726-16-075 310.00 1 0.00 310.00
726-16-076 310.00 1 0.00 310.00
726-16-077 310.00 1 0.00 310.00
726-16-078 310.00 1 0.00 310.00
726-16-079 310.00 1 0.00 310.00
726-16-080 310.00 1 0.00 310.00
726-16-081 310.00 1 0.00 310.00
726-16-082 310.00 1 0.00 310.00
36 Accounts 36 $0.00 $11,160.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 1 of 27 04/03/2023 03:56:30PM
City of Morgan Hill
Chang/Bertelone
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-23-050 $550.00 1 $0.00 $550.00
764-23-051 550.00 1 0.00 550.00
764-23-052 550.00 1 0.00 550.00
764-23-053 550.00 1 0.00 550.00
764-23-057 550.00 1 0.00 550.00
764-23-058 550.00 1 0.00 550.00
764-23-059 550.00 1 0.00 550.00
764-23-060 550.00 1 0.00 550.00
8 Accounts 8 $0.00 $4,400.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 2 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Conte Gardens
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 728-10-010 $365.00 1 $0.00 $365.00
728-10-011 365.00 1 0.00 365.00
728-10-012 365.00 1 0.00 365.00
728-10-013 365.00 1 0.00 365.00
728-10-014 365.00 1 0.00 365.00
728-10-015 365.00 1 0.00 365.00
728-10-016 365.00 1 0.00 365.00
728-10-017 365.00 1 0.00 365.00
728-10-018 365.00 1 0.00 365.00
728-10-019 365.00 1 0.00 365.00
728-10-020 365.00 1 0.00 365.00
11 Accounts 11 $0.00 $4,015.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 3 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Diana Estates
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 726-07-042 $139.39 1 ($0.01) $139.38
726-07-043 139.39 1 (0.01) 139.38
726-07-044 139.39 1 (0.01) 139.38
726-07-045 139.39 1 (0.01) 139.38
726-07-055 139.39 1 (0.01) 139.38
726-07-056 139.39 1 (0.01) 139.38
726-07-057 139.39 1 (0.01) 139.38
726-07-058 139.39 1 (0.01) 139.38
726-07-059 139.39 1 (0.01) 139.38
726-07-060 139.39 1 (0.01) 139.38
726-07-061 139.39 1 (0.01) 139.38
726-07-062 139.39 1 (0.01) 139.38
726-07-063 139.39 1 (0.01) 139.38
726-07-064 139.39 1 (0.01) 139.38
726-07-065 139.39 1 (0.01) 139.38
726-07-066 139.39 1 (0.01) 139.38
726-07-067 139.39 1 (0.01) 139.38
726-07-068 139.39 1 (0.01) 139.38
726-07-069 139.39 1 (0.01) 139.38
726-07-070 139.39 1 (0.01) 139.38
726-07-071 139.39 1 (0.01) 139.38
726-07-072 139.39 1 (0.01) 139.38
726-07-073 139.39 1 (0.01) 139.38
726-07-074 139.39 1 (0.01) 139.38
726-07-075 139.39 1 (0.01) 139.38
726-07-077 139.39 1 (0.01) 139.38
726-07-078 139.39 1 (0.01) 139.38
726-07-080 139.39 1 (0.01) 139.38
726-07-081 139.39 1 (0.01) 139.38
726-07-082 139.39 1 (0.01) 139.38
726-07-083 139.39 1 (0.01) 139.38
726-07-084 139.39 1 (0.01) 139.38
726-07-085 139.39 1 (0.01) 139.38
726-07-086 139.39 1 (0.01) 139.38
726-07-087 139.39 1 (0.01) 139.38
726-08-031 139.39 1 (0.01) 139.38
726-08-032 139.39 1 (0.01) 139.38
726-08-033 139.39 1 (0.01) 139.38
726-08-034 139.39 1 (0.01) 139.38
726-08-035 139.39 1 (0.01) 139.38
726-08-036 139.39 1 (0.01) 139.38
726-08-046 139.39 1 (0.01) 139.38
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 4 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Diana Estates
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 726-08-047 139.39 1 (0.01) 139.38
726-08-048 139.39 1 (0.01) 139.38
726-08-049 139.39 1 (0.01) 139.38
726-08-050 139.39 1 (0.01) 139.38
726-08-051 139.39 1 (0.01) 139.38
726-08-052 139.39 1 (0.01) 139.38
726-08-053 139.39 1 (0.01) 139.38
726-08-054 139.39 1 (0.01) 139.38
726-08-055 139.39 1 (0.01) 139.38
726-08-056 139.39 1 (0.01) 139.38
726-08-057 139.39 1 (0.01) 139.38
726-08-058 139.39 1 (0.01) 139.38
726-08-059 139.39 1 (0.01) 139.38
726-08-060 139.39 1 (0.01) 139.38
726-08-061 139.39 1 (0.01) 139.38
726-08-062 139.39 1 (0.01) 139.38
726-08-063 139.39 1 (0.01) 139.38
726-08-064 139.39 1 (0.01) 139.38
726-08-065 139.39 1 (0.01) 139.38
726-08-066 139.39 1 (0.01) 139.38
726-08-067 139.39 1 (0.01) 139.38
726-08-068 139.39 1 (0.01) 139.38
64 Accounts 64 ($0.64) $8,920.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 5 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Fox Hollow
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-47-001 $173.53 1 ($0.01) $173.52
764-47-002 173.53 1 (0.01) 173.52
764-47-003 173.53 1 (0.01) 173.52
764-47-004 173.53 1 (0.01) 173.52
764-47-005 173.53 1 (0.01) 173.52
764-47-006 173.53 1 (0.01) 173.52
764-47-007 173.53 1 (0.01) 173.52
764-47-008 173.53 1 (0.01) 173.52
764-47-009 173.53 1 (0.01) 173.52
764-47-010 173.53 1 (0.01) 173.52
764-47-011 173.53 1 (0.01) 173.52
764-47-012 173.53 1 (0.01) 173.52
764-47-013 173.53 1 (0.01) 173.52
764-47-014 173.53 1 (0.01) 173.52
764-47-015 173.53 1 (0.01) 173.52
764-47-016 173.53 1 (0.01) 173.52
764-47-017 173.53 1 (0.01) 173.52
764-47-018 173.53 1 (0.01) 173.52
764-47-020 173.53 1 (0.01) 173.52
764-47-021 173.53 1 (0.01) 173.52
764-47-022 173.53 1 (0.01) 173.52
764-47-023 173.53 1 (0.01) 173.52
764-47-024 173.53 1 (0.01) 173.52
764-47-025 173.53 1 (0.01) 173.52
764-47-026 173.53 1 (0.01) 173.52
764-47-027 173.53 1 (0.01) 173.52
764-47-028 173.53 1 (0.01) 173.52
764-47-029 173.53 1 (0.01) 173.52
764-47-030 173.53 1 (0.01) 173.52
764-47-031 173.53 1 (0.01) 173.52
764-47-032 173.53 1 (0.01) 173.52
764-47-033 173.53 1 (0.01) 173.52
764-47-034 173.53 1 (0.01) 173.52
764-47-035 173.53 1 (0.01) 173.52
764-47-036 173.53 1 (0.01) 173.52
764-47-037 173.53 1 (0.01) 173.52
764-47-038 173.53 1 (0.01) 173.52
764-47-039 173.53 1 (0.01) 173.52
764-47-040 173.53 1 (0.01) 173.52
764-47-041 173.53 1 (0.01) 173.52
764-47-042 173.53 1 (0.01) 173.52
764-47-043 173.53 1 (0.01) 173.52
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 6 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Fox Hollow
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-47-044 173.53 1 (0.01) 173.52
764-47-045 173.53 1 (0.01) 173.52
764-47-046 173.53 1 (0.01) 173.52
764-47-047 173.53 1 (0.01) 173.52
764-47-048 173.53 1 (0.01) 173.52
764-47-049 173.53 1 (0.01) 173.52
764-47-050 173.53 1 (0.01) 173.52
764-47-051 173.53 1 (0.01) 173.52
764-47-052 173.53 1 (0.01) 173.52
764-47-053 173.53 1 (0.01) 173.52
764-47-054 173.53 1 (0.01) 173.52
764-47-055 173.53 1 (0.01) 173.52
764-47-056 173.53 1 (0.01) 173.52
764-47-057 173.53 1 (0.01) 173.52
764-47-058 173.53 1 (0.01) 173.52
764-47-059 173.53 1 (0.01) 173.52
764-47-060 173.53 1 (0.01) 173.52
764-47-061 173.53 1 (0.01) 173.52
764-47-062 173.53 1 (0.01) 173.52
764-47-063 173.53 1 (0.01) 173.52
764-47-064 173.53 1 (0.01) 173.52
764-47-065 173.53 1 (0.01) 173.52
764-47-066 173.53 1 (0.01) 173.52
764-47-067 173.53 1 (0.01) 173.52
764-47-068 173.53 1 (0.01) 173.52
764-47-069 173.53 1 (0.01) 173.52
764-47-070 173.53 1 (0.01) 173.52
764-47-071 173.53 1 (0.01) 173.52
764-47-072 173.53 1 (0.01) 173.52
764-47-073 173.53 1 (0.01) 173.52
764-47-074 173.53 1 (0.01) 173.52
764-47-075 173.53 1 (0.01) 173.52
764-47-079 173.53 1 (0.01) 173.52
75 Accounts 75 ($0.75) $13,014.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 7 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Hamilton Square
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 767-36-044 $425.00 1 $0.00 $425.00
767-36-045 425.00 1 0.00 425.00
767-36-046 425.00 1 0.00 425.00
767-36-047 425.00 1 0.00 425.00
767-36-048 425.00 1 0.00 425.00
767-36-049 425.00 1 0.00 425.00
767-36-050 425.00 1 0.00 425.00
767-36-051 425.00 1 0.00 425.00
767-36-052 425.00 1 0.00 425.00
767-36-053 425.00 1 0.00 425.00
767-36-054 425.00 1 0.00 425.00
767-36-055 425.00 1 0.00 425.00
767-36-056 425.00 1 0.00 425.00
767-36-057 425.00 1 0.00 425.00
767-36-058 425.00 1 0.00 425.00
767-36-059 425.00 1 0.00 425.00
767-36-060 425.00 1 0.00 425.00
767-36-061 425.00 1 0.00 425.00
767-36-062 425.00 1 0.00 425.00
767-36-063 425.00 1 0.00 425.00
767-36-064 425.00 1 0.00 425.00
767-36-065 425.00 1 0.00 425.00
767-36-066 425.00 1 0.00 425.00
767-36-068 425.00 1 0.00 425.00
767-36-069 425.00 1 0.00 425.00
767-36-070 425.00 1 0.00 425.00
767-36-071 425.00 1 0.00 425.00
767-36-072 425.00 1 0.00 425.00
767-36-073 425.00 1 0.00 425.00
767-36-074 425.00 1 0.00 425.00
767-36-075 425.00 1 0.00 425.00
767-36-076 425.00 1 0.00 425.00
767-36-077 425.00 1 0.00 425.00
767-36-078 425.00 1 0.00 425.00
767-36-079 425.00 1 0.00 425.00
767-36-080 425.00 1 0.00 425.00
767-36-081 425.00 1 0.00 425.00
767-36-082 425.00 1 0.00 425.00
38 Accounts 38 $0.00 $16,150.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 8 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Jackson Meadows #6
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 817-26-047 $108.00 1 $0.00 $108.00
817-26-048 108.00 1 0.00 108.00
817-26-049 108.00 1 0.00 108.00
817-26-066 108.00 1 0.00 108.00
817-26-067 108.00 1 0.00 108.00
817-26-068 108.00 1 0.00 108.00
817-26-069 108.00 1 0.00 108.00
817-26-070 108.00 1 0.00 108.00
817-26-071 108.00 1 0.00 108.00
817-26-072 108.00 1 0.00 108.00
817-26-073 108.00 1 0.00 108.00
817-26-075 108.00 1 0.00 108.00
817-26-076 108.00 1 0.00 108.00
817-26-077 108.00 1 0.00 108.00
817-26-078 108.00 1 0.00 108.00
817-26-079 108.00 1 0.00 108.00
817-26-080 108.00 1 0.00 108.00
817-26-081 108.00 1 0.00 108.00
817-26-082 108.00 1 0.00 108.00
817-26-083 108.00 1 0.00 108.00
817-26-084 108.00 1 0.00 108.00
817-26-085 108.00 1 0.00 108.00
817-26-086 108.00 1 0.00 108.00
817-26-087 108.00 1 0.00 108.00
817-26-088 108.00 1 0.00 108.00
817-26-089 108.00 1 0.00 108.00
817-26-090 108.00 1 0.00 108.00
817-26-091 108.00 1 0.00 108.00
817-26-092 108.00 1 0.00 108.00
817-26-093 108.00 1 0.00 108.00
817-26-095 108.00 1 0.00 108.00
817-26-096 108.00 1 0.00 108.00
817-26-097 108.00 1 0.00 108.00
817-26-098 108.00 1 0.00 108.00
817-26-099 108.00 1 0.00 108.00
817-26-100 108.00 1 0.00 108.00
817-26-101 108.00 1 0.00 108.00
817-26-102 108.00 1 0.00 108.00
817-26-103 108.00 1 0.00 108.00
817-26-104 108.00 1 0.00 108.00
817-26-105 108.00 1 0.00 108.00
817-26-106 108.00 1 0.00 108.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 9 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Jackson Meadows #6
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 817-26-107 108.00 1 0.00 108.00
817-26-108 108.00 1 0.00 108.00
817-26-109 108.00 1 0.00 108.00
817-26-110 108.00 1 0.00 108.00
817-26-111 108.00 1 0.00 108.00
817-26-112 108.00 1 0.00 108.00
817-26-113 108.00 1 0.00 108.00
817-26-114 108.00 1 0.00 108.00
817-26-115 108.00 1 0.00 108.00
817-26-116 108.00 1 0.00 108.00
817-26-117 108.00 1 0.00 108.00
817-26-118 108.00 1 0.00 108.00
817-26-119 108.00 1 0.00 108.00
817-26-120 108.00 1 0.00 108.00
817-26-122 108.00 1 0.00 108.00
817-26-123 108.00 1 0.00 108.00
817-26-124 108.00 1 0.00 108.00
817-26-125 108.00 1 0.00 108.00
817-26-126 108.00 1 0.00 108.00
817-26-127 108.00 1 0.00 108.00
817-26-129 108.00 1 0.00 108.00
817-26-130 108.00 1 0.00 108.00
817-26-131 108.00 1 0.00 108.00
817-26-132 108.00 1 0.00 108.00
817-26-133 108.00 1 0.00 108.00
817-26-134 108.00 1 0.00 108.00
817-26-135 108.00 1 0.00 108.00
817-26-136 108.00 1 0.00 108.00
70 Accounts 70 $0.00 $7,560.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 10 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Jackson Meadows #7
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 817-70-001 $100.00 1 $0.00 $100.00
817-70-002 100.00 1 0.00 100.00
817-70-003 100.00 1 0.00 100.00
817-70-004 100.00 1 0.00 100.00
817-70-005 100.00 1 0.00 100.00
817-70-006 100.00 1 0.00 100.00
817-70-007 100.00 1 0.00 100.00
817-70-008 100.00 1 0.00 100.00
817-70-009 100.00 1 0.00 100.00
817-70-017 100.00 1 0.00 100.00
10 Accounts 10 $0.00 $1,000.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 11 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
La Grande Estates
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 767-45-032 $88.00 1 $0.00 $88.00
767-45-033 88.00 1 0.00 88.00
767-45-034 88.00 1 0.00 88.00
767-45-037 88.00 1 0.00 88.00
767-45-038 88.00 1 0.00 88.00
767-45-039 88.00 1 0.00 88.00
767-45-040 88.00 1 0.00 88.00
767-45-041 88.00 1 0.00 88.00
767-45-042 88.00 1 0.00 88.00
767-45-043 88.00 1 0.00 88.00
767-45-044 88.00 1 0.00 88.00
767-45-045 88.00 1 0.00 88.00
767-45-046 88.00 1 0.00 88.00
767-45-047 88.00 1 0.00 88.00
767-45-048 88.00 1 0.00 88.00
767-45-049 88.00 1 0.00 88.00
767-45-050 88.00 1 0.00 88.00
767-45-051 88.00 1 0.00 88.00
767-45-052 88.00 1 0.00 88.00
767-45-053 88.00 1 0.00 88.00
767-45-054 88.00 1 0.00 88.00
767-45-055 88.00 1 0.00 88.00
767-45-056 88.00 1 0.00 88.00
767-45-057 88.00 1 0.00 88.00
767-45-058 88.00 1 0.00 88.00
767-45-059 88.00 1 0.00 88.00
767-45-060 88.00 1 0.00 88.00
767-45-061 88.00 1 0.00 88.00
767-45-062 88.00 1 0.00 88.00
767-45-063 88.00 1 0.00 88.00
767-45-064 88.00 1 0.00 88.00
767-45-065 88.00 1 0.00 88.00
32 Accounts 32 $0.00 $2,816.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 12 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Lacrosse/Gera
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 767-46-001 $50.00 1 $0.00 $50.00
767-46-002 50.00 1 0.00 50.00
767-46-003 50.00 1 0.00 50.00
767-46-004 50.00 1 0.00 50.00
767-46-005 50.00 1 0.00 50.00
767-46-006 50.00 1 0.00 50.00
767-46-007 50.00 1 0.00 50.00
767-46-008 50.00 1 0.00 50.00
767-46-009 50.00 1 0.00 50.00
767-46-010 50.00 1 0.00 50.00
767-46-011 50.00 1 0.00 50.00
767-46-012 50.00 1 0.00 50.00
767-46-013 50.00 1 0.00 50.00
767-46-014 50.00 1 0.00 50.00
767-46-015 50.00 1 0.00 50.00
767-46-018 50.00 1 0.00 50.00
767-46-019 50.00 1 0.00 50.00
767-46-020 50.00 1 0.00 50.00
767-46-021 50.00 1 0.00 50.00
767-46-022 50.00 1 0.00 50.00
767-46-023 50.00 1 0.00 50.00
767-46-024 50.00 1 0.00 50.00
767-46-025 50.00 1 0.00 50.00
767-46-026 50.00 1 0.00 50.00
24 Accounts 24 $0.00 $1,200.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 13 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Llagas Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-49-002 $233.67 1 ($0.01) $233.66
764-49-003 233.67 1 (0.01) 233.66
764-49-004 233.67 1 (0.01) 233.66
764-49-005 233.67 1 (0.01) 233.66
764-49-006 233.67 1 (0.01) 233.66
764-49-007 233.67 1 (0.01) 233.66
764-49-008 233.67 1 (0.01) 233.66
764-49-009 233.67 1 (0.01) 233.66
764-49-010 233.67 1 (0.01) 233.66
764-49-011 233.67 1 (0.01) 233.66
764-49-012 233.67 1 (0.01) 233.66
764-49-013 233.67 1 (0.01) 233.66
764-49-014 233.67 1 (0.01) 233.66
764-49-015 233.67 1 (0.01) 233.66
764-49-016 233.67 1 (0.01) 233.66
764-49-017 233.67 1 (0.01) 233.66
764-49-018 233.67 1 (0.01) 233.66
764-49-019 233.67 1 (0.01) 233.66
764-49-020 233.67 1 (0.01) 233.66
764-49-021 233.67 1 (0.01) 233.66
764-49-022 233.67 1 (0.01) 233.66
764-49-023 233.67 1 (0.01) 233.66
764-49-024 233.67 1 (0.01) 233.66
764-49-025 233.67 1 (0.01) 233.66
764-49-026 233.67 1 (0.01) 233.66
764-50-001 233.67 1 (0.01) 233.66
764-50-002 233.67 1 (0.01) 233.66
764-50-003 233.67 1 (0.01) 233.66
764-50-004 233.67 1 (0.01) 233.66
764-50-005 233.67 1 (0.01) 233.66
764-50-006 233.67 1 (0.01) 233.66
764-50-007 233.67 1 (0.01) 233.66
764-51-001 233.67 1 (0.01) 233.66
764-51-004 233.67 1 (0.01) 233.66
764-51-005 233.67 1 (0.01) 233.66
764-51-010 233.67 1 (0.01) 233.66
764-51-011 233.67 1 (0.01) 233.66
764-51-012 233.67 1 (0.01) 233.66
764-51-013 233.67 1 (0.01) 233.66
764-51-014 233.67 1 (0.01) 233.66
764-51-015 233.67 1 (0.01) 233.66
764-52-001 233.67 1 (0.01) 233.66
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 14 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Llagas Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-52-002 233.67 1 (0.01) 233.66
764-52-003 233.67 1 (0.01) 233.66
764-52-004 233.67 1 (0.01) 233.66
764-52-005 233.67 1 (0.01) 233.66
764-52-006 233.67 1 (0.01) 233.66
764-52-008 233.67 1 (0.01) 233.66
764-52-009 233.67 1 (0.01) 233.66
764-52-010 233.67 1 (0.01) 233.66
764-52-011 233.67 1 (0.01) 233.66
764-52-012 233.67 1 (0.01) 233.66
764-52-013 233.67 1 (0.01) 233.66
764-52-014 233.67 1 (0.01) 233.66
764-52-015 233.67 1 (0.01) 233.66
764-52-016 233.67 1 (0.01) 233.66
764-52-017 233.67 1 (0.01) 233.66
764-52-018 233.67 1 (0.01) 233.66
764-52-019 233.67 1 (0.01) 233.66
764-52-020 233.67 1 (0.01) 233.66
764-52-021 233.67 1 (0.01) 233.66
764-52-022 233.67 1 (0.01) 233.66
764-52-023 233.67 1 (0.01) 233.66
764-52-024 233.67 1 (0.01) 233.66
764-52-025 233.67 1 (0.01) 233.66
764-52-026 233.67 1 (0.01) 233.66
764-52-027 233.67 1 (0.01) 233.66
764-52-028 233.67 1 (0.01) 233.66
764-53-003 233.67 1 (0.01) 233.66
764-53-004 233.67 1 (0.01) 233.66
764-53-005 233.67 1 (0.01) 233.66
71 Accounts 71 ($0.71) $16,589.86
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 15 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Llagas/Obata
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-23-032 $450.00 1 $0.00 $450.00
764-23-033 450.00 1 0.00 450.00
764-23-034 450.00 1 0.00 450.00
764-23-035 450.00 1 0.00 450.00
764-23-036 450.00 1 0.00 450.00
5 Accounts 5 $0.00 $2,250.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 16 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Mill Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 767-47-001 $285.00 1 $0.00 $285.00
767-47-002 285.00 1 0.00 285.00
767-47-003 285.00 1 0.00 285.00
767-47-004 285.00 1 0.00 285.00
767-47-005 285.00 1 0.00 285.00
767-47-006 285.00 1 0.00 285.00
767-47-007 285.00 1 0.00 285.00
767-47-008 285.00 1 0.00 285.00
767-47-009 285.00 1 0.00 285.00
767-47-010 285.00 1 0.00 285.00
767-47-011 285.00 1 0.00 285.00
767-47-012 285.00 1 0.00 285.00
767-47-013 285.00 1 0.00 285.00
767-47-014 285.00 1 0.00 285.00
767-47-015 285.00 1 0.00 285.00
767-47-016 285.00 1 0.00 285.00
767-47-017 285.00 1 0.00 285.00
767-47-018 285.00 1 0.00 285.00
767-47-019 285.00 1 0.00 285.00
767-47-020 285.00 1 0.00 285.00
767-47-021 285.00 1 0.00 285.00
767-47-022 285.00 1 0.00 285.00
767-47-023 285.00 1 0.00 285.00
767-47-029 285.00 1 0.00 285.00
767-47-030 285.00 1 0.00 285.00
767-47-031 285.00 1 0.00 285.00
767-47-032 285.00 1 0.00 285.00
767-47-033 285.00 1 0.00 285.00
767-47-034 285.00 1 0.00 285.00
767-47-035 285.00 1 0.00 285.00
767-47-036 285.00 1 0.00 285.00
767-47-037 285.00 1 0.00 285.00
767-47-038 285.00 1 0.00 285.00
767-47-039 285.00 1 0.00 285.00
767-47-040 285.00 1 0.00 285.00
767-47-041 285.00 1 0.00 285.00
767-47-042 285.00 1 0.00 285.00
767-47-043 285.00 1 0.00 285.00
767-47-044 285.00 1 0.00 285.00
767-47-045 285.00 1 0.00 285.00
767-47-046 285.00 1 0.00 285.00
767-47-047 285.00 1 0.00 285.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 17 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Mill Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 767-47-048 285.00 1 0.00 285.00
767-47-049 285.00 1 0.00 285.00
767-47-050 285.00 1 0.00 285.00
767-47-051 285.00 1 0.00 285.00
767-47-052 285.00 1 0.00 285.00
767-47-053 285.00 1 0.00 285.00
767-47-054 285.00 1 0.00 285.00
767-47-055 285.00 1 0.00 285.00
767-47-057 285.00 1 0.00 285.00
767-47-058 285.00 1 0.00 285.00
767-47-059 285.00 1 0.00 285.00
767-47-060 285.00 1 0.00 285.00
767-47-061 285.00 1 0.00 285.00
767-47-062 285.00 1 0.00 285.00
767-47-063 285.00 1 0.00 285.00
767-47-064 285.00 1 0.00 285.00
767-47-065 285.00 1 0.00 285.00
767-47-066 285.00 1 0.00 285.00
767-47-067 285.00 1 0.00 285.00
767-47-068 285.00 1 0.00 285.00
767-47-069 285.00 1 0.00 285.00
767-47-070 285.00 1 0.00 285.00
767-47-071 285.00 1 0.00 285.00
767-47-072 285.00 1 0.00 285.00
767-47-073 285.00 1 0.00 285.00
767-47-074 285.00 1 0.00 285.00
767-47-075 285.00 1 0.00 285.00
767-47-076 285.00 1 0.00 285.00
767-47-077 285.00 1 0.00 285.00
767-47-078 285.00 1 0.00 285.00
767-47-079 285.00 1 0.00 285.00
767-47-080 285.00 1 0.00 285.00
767-47-081 285.00 1 0.00 285.00
767-47-082 285.00 1 0.00 285.00
767-47-083 285.00 1 0.00 285.00
767-47-084 285.00 1 0.00 285.00
767-47-085 285.00 1 0.00 285.00
767-47-086 285.00 1 0.00 285.00
767-47-087 285.00 1 0.00 285.00
767-47-088 285.00 1 0.00 285.00
767-47-089 285.00 1 0.00 285.00
767-47-090 285.00 1 0.00 285.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 18 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Mill Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 84 Accounts 84 $0.00 $23,940.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 19 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Oak Creek I, II, III
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 779-51-001 $425.00 1 $0.00 $425.00
779-51-002 425.00 1 0.00 425.00
779-51-003 425.00 1 0.00 425.00
779-51-004 425.00 1 0.00 425.00
779-51-005 425.00 1 0.00 425.00
779-51-006 425.00 1 0.00 425.00
779-51-007 425.00 1 0.00 425.00
779-51-008 425.00 1 0.00 425.00
779-51-009 425.00 1 0.00 425.00
779-51-010 425.00 1 0.00 425.00
779-51-011 425.00 1 0.00 425.00
779-51-012 425.00 1 0.00 425.00
779-51-013 425.00 1 0.00 425.00
779-51-014 425.00 1 0.00 425.00
779-51-015 425.00 1 0.00 425.00
779-51-016 425.00 1 0.00 425.00
779-51-017 425.00 1 0.00 425.00
779-51-018 425.00 1 0.00 425.00
779-51-019 425.00 1 0.00 425.00
779-51-020 425.00 1 0.00 425.00
779-51-021 425.00 1 0.00 425.00
779-51-022 425.00 1 0.00 425.00
779-51-023 425.00 1 0.00 425.00
779-51-024 425.00 1 0.00 425.00
779-51-030 425.00 1 0.00 425.00
779-51-031 425.00 1 0.00 425.00
779-51-032 425.00 1 0.00 425.00
779-51-033 425.00 1 0.00 425.00
779-51-034 425.00 1 0.00 425.00
779-51-035 425.00 1 0.00 425.00
779-51-036 425.00 1 0.00 425.00
779-51-037 425.00 1 0.00 425.00
779-51-038 425.00 1 0.00 425.00
779-51-039 425.00 1 0.00 425.00
779-51-040 425.00 1 0.00 425.00
779-51-041 425.00 1 0.00 425.00
779-51-042 425.00 1 0.00 425.00
779-51-043 425.00 1 0.00 425.00
779-51-044 425.00 1 0.00 425.00
779-51-045 425.00 1 0.00 425.00
779-51-046 425.00 1 0.00 425.00
779-51-047 425.00 1 0.00 425.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 20 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Oak Creek I, II, III
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 779-51-048 425.00 1 0.00 425.00
779-51-049 425.00 1 0.00 425.00
779-51-050 425.00 1 0.00 425.00
779-51-051 425.00 1 0.00 425.00
779-51-052 425.00 1 0.00 425.00
779-51-053 425.00 1 0.00 425.00
779-51-054 425.00 1 0.00 425.00
779-52-004 425.00 1 0.00 425.00
779-52-005 425.00 1 0.00 425.00
779-52-006 425.00 1 0.00 425.00
779-52-007 425.00 1 0.00 425.00
779-52-008 425.00 1 0.00 425.00
779-52-009 425.00 1 0.00 425.00
779-52-010 425.00 1 0.00 425.00
779-52-011 425.00 1 0.00 425.00
779-52-012 425.00 1 0.00 425.00
779-52-013 425.00 1 0.00 425.00
779-52-014 425.00 1 0.00 425.00
779-52-015 425.00 1 0.00 425.00
779-52-016 425.00 1 0.00 425.00
779-52-017 425.00 1 0.00 425.00
779-52-018 425.00 1 0.00 425.00
779-52-019 425.00 1 0.00 425.00
779-52-020 425.00 1 0.00 425.00
779-52-021 425.00 1 0.00 425.00
779-52-022 425.00 1 0.00 425.00
779-52-023 425.00 1 0.00 425.00
779-52-024 425.00 1 0.00 425.00
779-52-025 425.00 1 0.00 425.00
779-52-026 425.00 1 0.00 425.00
779-52-027 425.00 1 0.00 425.00
779-52-028 425.00 1 0.00 425.00
779-52-029 425.00 1 0.00 425.00
779-52-030 425.00 1 0.00 425.00
779-52-031 425.00 1 0.00 425.00
779-52-032 425.00 1 0.00 425.00
779-52-033 425.00 1 0.00 425.00
779-52-034 425.00 1 0.00 425.00
779-52-035 425.00 1 0.00 425.00
779-52-037 425.00 1 0.00 425.00
779-52-038 425.00 1 0.00 425.00
779-52-039 425.00 1 0.00 425.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 21 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Oak Creek I, II, III
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 779-52-040 425.00 1 0.00 425.00
779-52-041 425.00 1 0.00 425.00
779-52-047 425.00 1 0.00 425.00
779-52-055 425.00 1 0.00 425.00
779-52-056 425.00 1 0.00 425.00
779-52-057 425.00 1 0.00 425.00
779-52-058 425.00 1 0.00 425.00
779-52-059 425.00 1 0.00 425.00
779-52-060 425.00 1 0.00 425.00
779-52-061 425.00 1 0.00 425.00
779-52-062 425.00 1 0.00 425.00
779-52-063 425.00 1 0.00 425.00
779-52-064 425.00 1 0.00 425.00
779-52-065 425.00 1 0.00 425.00
779-52-066 425.00 1 0.00 425.00
779-52-067 425.00 1 0.00 425.00
779-52-068 425.00 1 0.00 425.00
779-52-069 425.00 1 0.00 425.00
779-52-070 425.00 1 0.00 425.00
779-52-071 425.00 1 0.00 425.00
779-52-072 425.00 1 0.00 425.00
779-52-073 425.00 1 0.00 425.00
779-52-074 425.00 1 0.00 425.00
779-52-075 425.00 1 0.00 425.00
779-52-076 425.00 1 0.00 425.00
779-52-077 425.00 1 0.00 425.00
779-52-078 425.00 1 0.00 425.00
779-52-079 425.00 1 0.00 425.00
779-52-080 425.00 1 0.00 425.00
779-52-081 425.00 1 0.00 425.00
779-52-082 425.00 1 0.00 425.00
779-52-083 425.00 1 0.00 425.00
779-52-084 425.00 1 0.00 425.00
779-52-085 425.00 1 0.00 425.00
779-52-086 425.00 1 0.00 425.00
119 Accounts 119 $0.00 $50,575.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 22 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Rosehaven
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 817-10-005 $400.00 1 $0.00 $400.00
817-10-006 400.00 1 0.00 400.00
817-10-007 400.00 1 0.00 400.00
817-10-008 400.00 1 0.00 400.00
817-10-010 400.00 1 0.00 400.00
817-10-011 400.00 2 0.00 800.00
817-10-012 400.00 1 0.00 400.00
817-10-013 400.00 1 0.00 400.00
817-10-014 400.00 1 0.00 400.00
817-10-015 400.00 1 0.00 400.00
817-10-016 400.00 1 0.00 400.00
817-10-017 400.00 1 0.00 400.00
817-10-018 400.00 1 0.00 400.00
817-10-019 400.00 1 0.00 400.00
817-10-020 400.00 1 0.00 400.00
817-10-021 400.00 2 0.00 800.00
817-10-022 400.00 1 0.00 400.00
817-10-023 400.00 1 0.00 400.00
817-10-024 400.00 1 0.00 400.00
817-10-025 400.00 1 0.00 400.00
817-10-026 400.00 2 0.00 800.00
817-10-027 400.00 1 0.00 400.00
817-10-028 400.00 1 0.00 400.00
817-10-029 400.00 1 0.00 400.00
24 Accounts 27 $0.00 $10,800.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 23 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Sandalwood
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 728-11-027 $450.00 1 $0.00 $450.00
728-11-028 450.00 1 0.00 450.00
728-11-029 450.00 1 0.00 450.00
728-11-030 450.00 1 0.00 450.00
728-11-031 450.00 1 0.00 450.00
728-11-032 450.00 1 0.00 450.00
728-11-033 450.00 1 0.00 450.00
728-11-034 450.00 1 0.00 450.00
728-11-035 450.00 1 0.00 450.00
728-11-036 450.00 1 0.00 450.00
728-11-037 450.00 1 0.00 450.00
11 Accounts 11 $0.00 $4,950.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 24 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Sparhawk
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 764-31-025 $334.00 1 $0.00 $334.00
764-31-026 334.00 1 0.00 334.00
764-31-027 334.00 1 0.00 334.00
764-31-028 334.00 1 0.00 334.00
764-31-029 334.00 1 0.00 334.00
764-31-030 334.00 1 0.00 334.00
764-31-031 334.00 1 0.00 334.00
764-31-032 334.00 1 0.00 334.00
764-31-033 334.00 1 0.00 334.00
764-31-034 334.00 1 0.00 334.00
764-31-035 334.00 1 0.00 334.00
764-31-036 334.00 1 0.00 334.00
764-31-037 334.00 1 0.00 334.00
764-31-038 334.00 1 0.00 334.00
764-31-039 334.00 1 0.00 334.00
764-31-040 334.00 1 0.00 334.00
764-31-041 334.00 1 0.00 334.00
764-31-042 334.00 1 0.00 334.00
18 Accounts 18 $0.00 $6,012.00
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 25 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Stone Creek
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 726-06-016 $388.46 1 $0.00 $388.46
726-06-017 388.46 1 0.00 388.46
726-06-018 388.46 1 0.00 388.46
726-06-019 388.46 1 0.00 388.46
726-06-020 388.46 1 0.00 388.46
726-06-021 388.46 1 0.00 388.46
726-06-022 388.46 1 0.00 388.46
726-06-023 388.46 1 0.00 388.46
726-06-024 388.46 1 0.00 388.46
726-06-025 388.46 1 0.00 388.46
726-06-026 388.46 1 0.00 388.46
726-06-027 388.46 1 0.00 388.46
726-06-028 388.46 1 0.00 388.46
726-06-029 388.46 1 0.00 388.46
726-06-030 388.46 1 0.00 388.46
726-06-034 388.46 1 0.00 388.46
726-06-035 388.46 1 0.00 388.46
726-06-036 388.46 1 0.00 388.46
726-06-037 388.46 1 0.00 388.46
726-06-038 388.46 1 0.00 388.46
726-06-044 388.46 1 0.00 388.46
726-06-045 388.46 1 0.00 388.46
726-06-046 388.46 1 0.00 388.46
726-06-047 388.46 1 0.00 388.46
726-06-048 388.46 1 0.00 388.46
726-06-049 388.46 1 0.00 388.46
726-06-050 388.46 1 0.00 388.46
726-06-051 388.46 1 0.00 388.46
726-06-052 388.46 1 0.00 388.46
726-06-053 388.46 1 0.00 388.46
726-06-054 388.46 1 0.00 388.46
726-06-055 388.46 1 0.00 388.46
726-06-056 388.46 1 0.00 388.46
726-06-057 388.46 1 0.00 388.46
726-06-058 388.46 1 0.00 388.46
35 Accounts 35 $0.00 $13,596.10
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 26 of 27 04/03/2023 03:56:31PM
City of Morgan Hill
Sunnyside/Stonegate
Final Billing Detail Report for Fiscal Year 2023/24
APN Rate Per Unit Units Rounding Adjustment 2023/24 Assessment 773-31-034 $375.00 1 $0.00 $375.00
773-31-035 375.00 1 0.00 375.00
773-31-036 375.00 1 0.00 375.00
773-31-037 375.00 1 0.00 375.00
773-31-038 375.00 1 0.00 375.00
773-31-039 375.00 1 0.00 375.00
773-31-040 375.00 1 0.00 375.00
773-31-043 375.00 1 0.00 375.00
773-31-044 375.00 1 0.00 375.00
773-31-045 375.00 1 0.00 375.00
10 Accounts 10 $0.00 $3,750.00
748 ($2.10) $202,698.28 745 Total Accounts
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 27 of 27 04/03/2023 03:56:31PM
City of Morgan Hill Landscape Assessment District No. 1 Engineer’s Report Fiscal Year 2023/24 17
7. HISTORICAL ASSESSMENT RATES
The historical assessment rates per Zone are identified on the following pages.
City of Morgan Hill
Landscape Assessment District No. 1
Actual Historical Assessment Rates Per Zone Zone Belle Estates Chang/Bertelone Conte Gardens Diana Estates Fox Hollow / Murphy Sp. Hamilton Square Jackson Meadows #6 Jackson Meadows #7 La Grande Estates Lacrosse/Gera Annexation
Number 93-03 93-05 92-10 94-01 Original 94-03 93-06 91-03 95-03 91-04 Original
Rate
$502.22 $1,215.00 $477.82 $139.39 $106.15 $425.54 $108.10 $314.58 $88.00 $142.99 Unit Count 36 8 11 64 75 38 70 10 32 24
1991/92 - - - $139.39 - - - $314.58 - $142.99
1992/93 - - - - - - - - - -
1993/94 - - - 69.80 - - - 77.35 - 8.93
1994/95 - - - 69.80 $106.15 - - 77.35 - 8.93
1995/96 $502.00 $1,215.00 $285.98 54.14 79.92 $425.54 $108.10 88.66 - 8.93 1996/97 71.00 8.93 477.82 21.94 49.11 214.08 76.04 194.70 - 8.93 1997/98 71.00 8.93 477.82 21.94 49.11 214.08 76.04 194.70 - 8.93 1998/99 71.00 8.93 477.82 21.94 49.11 214.08 76.04 194.70 - 8.93 1999/00 147.81 8.93 477.82 81.03 49.11 399.71 108.10 314.50 $88.00 8.93 2000/01 147.81 8.93 477.82 81.03 49.11 399.71 108.10 314.50 88.00 8.93 2001/02 147.80 8.92 477.82 54.80 49.10 399.70 86.38 314.50 88.00 8.92 2002/03 147.80 8.92 477.82 70.00 101.10 399.70 104.18 314.50 88.00 8.92 2003/04 175.00 8.92 477.82 80.00 101.10 399.70 104.18 314.50 88.00 8.92 2004/05 180.00 8.92 477.82 80.00 101.10 399.70 108.10 314.50 88.00 8.92 2005/06 180.00 94.92 477.82 105.00 141.10 399.70 108.10 314.50 88.00 8.92 2006/07 180.00 94.92 477.82 105.00 141.10 399.70 108.10 314.50 88.00 8.92 2007/08 194.00 94.92 477.82 135.00 141.10 399.70 108.10 314.50 88.00 8.92 2008/09 234.00 94.92 477.82 139.39 149.69 425.54 108.10 314.50 88.00 130.00 2009/10 234.00 200.00 477.82 139.39 149.69 425.54 108.10 314.50 88.00 130.00 2010/11 234.00 300.00 477.82 139.39 149.69 425.54 108.10 314.50 88.00 130.00 2011/12 282.00 400.00 477.82 139.39 168.48 425.54 108.10 314.50 88.00 50.00 2012/13 282.00 400.00 477.82 139.39 173.53 425.54 98.10 140.00 88.00 50.00 2013/14 320.00 500.00 477.82 139.39 173.53 425.54 98.10 140.00 88.00 50.00 2014/15 320.00 500.00 477.82 139.39 173.53 425.54 98.10 140.00 88.00 50.00 2015/16 320.00 550.00 400.00 139.39 173.53 425.54 108.00 140.00 88.00 50.00 2016/17 320.00 550.00 400.00 139.39 173.53 425.54 108.00 100.00 88.00 50.00 2017/18 320.00 550.00 400.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2018/19 320.00 550.00 365.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2019/20 320.00 550.00 365.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2020/21 320.00 550.00 365.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2021/22 320.00 550.00 365.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2022/23 310.00 550.00 365.00 139.39 173.53 325.00 108.00 100.00 88.00 50.00 2023/24 310.00 550.00 365.00 139.39 173.53 425.00 108.00 100.00 88.00 50.00
City of Morgan Hill
Landscape Assessment District No. 1
Actual Historical Assessment Rates Per Zone Zone
Annexation
Number
Original
Rate
Unit Count
1991/92
1992/93
1993/94
1994/95
1995/96
1996/97
1997/98
1998/99
1999/00
2000/01
2001/02
2002/03
2003/04
2004/05
2005/06
2006/07
2007/08
2008/09
2009/10
2010/11
2011/12
2012/13
2013/14
2014/15
2015/16
2016/17
2017/18
2018/19
2019/20
2020/21
2021/22
2022/23
2023/24 Llagas Creek Estates Llagas/Obata Mill Creek Oak Creek Parsons Corner Rose Haven Sandalwood Sparhawk Stone Creek Sunnyside / Stone Gate 91-05 91-07 93-01 94-04 95-02 95-01 96-01 91-06 94-02 91-01 $140.84 $629.16 $186.82 $453.82 $568.32 $488.47 $192.39 $174.77 $306.66 $449.40 71 5 84 119 10 27 11 18 35 10
$140.85 $629.16 - - - - - $174.77 - $449.40
- - - - - - - - - -
19.13 335.37 - - - - - 93.03 - 15.05
19.13 15.05 - - - - - 308.84 - 15.04
76.60 15.05 $186.82 $453.82 - - - 226.46 $306.66 15.04
59.54 8.93 64.57 47.67 $568.32 $488.47 - 147.33 146.66 8.93
59.54 8.93 64.57 47.67 457.40 189.73 - 147.33 146.66 8.93
59.54 8.93 64.57 337.09 457.40 189.73 - 147.33 146.66 8.93 140.85 8.93 95.83 320.52 457.40 189.73 $192.36 147.33 275.00 8.93 140.85 8.93 158.64 245.16 457.40 189.73 192.36 147.33 275.00 8.93 105.86 8.92 158.64 150.00 457.40 189.72 192.36 147.32 275.00 8.92 140.00 8.92 182.64 250.00 300.00 300.00 192.36 147.32 275.00 275.00 140.00 8.92 120.00 300.00 300.00 300.00 192.36 147.32 275.00 192.50 140.00 8.92 120.00 300.00 300.00 300.00 192.36 147.32 306.66 192.50 190.00 53.92 138.00 300.00 430.00 300.00 192.36 202.32 306.66 332.50 190.00 53.92 138.00 300.00 430.00 300.00 192.36 202.32 306.66 332.50 190.00 53.92 168.00 300.00 460.00 330.00 192.36 208.38 306.66 332.50 195.70 53.92 186.82 300.00 460.00 370.00 192.36 214.64 306.66 332.50 195.70 53.92 186.82 300.00 460.00 370.00 192.36 214.64 306.66 332.50 195.70 53.92 186.82 300.00 460.00 370.00 192.36 214.64 306.66 332.50 195.70 53.92 186.82 350.00 250.00 450.00 192.36 241.58 306.66 332.50 195.70 53.92 186.82 350.00 250.00 450.00 192.36 248.82 388.46 332.50 233.67 53.92 186.82 350.00 250.00 450.00 192.36 248.82 388.46 412.50 233.67 53.92 186.82 350.00 250.00 450.00 192.36 248.82 388.46 412.50 233.67 143.92 186.82 350.00 250.00 450.00 192.36 248.82 388.46 375.00 233.67 143.92 186.82 350.00 250.00 488.00 192.36 248.82 388.46 375.00 233.67 143.92 186.82 350.00 250.00 488.00 192.36 248.82 388.46 375.00 233.67 400.00 186.82 350.00 250.00 400.00 450.00 248.82 388.46 375.00 233.67 400.00 186.82 350.00 0.00 400.00 450.00 248.82 388.46 375.00 233.67 400.00 285.00 350.00 0.00 400.00 450.00 248.82 388.46 375.00 233.67 400.00 285.00 350.00 0.00 400.00 450.00 248.82 388.46 375.00 233.67 400.00 285.00 425.00 0.00 400.00 450.00 334.00 388.46 375.00 233.67 450.00 285.00 425.00 0.00 400.00 450.00 334.00 388.46 375.00
RESOLUTION NO. 23-xxx
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF MORGAN HILL, CALIFORNIA, CONFIRMING THE
ASSESSMENT AND ORDERING THE LEVY FOR THE CITY
OF MORGAN HILL LANDSCAPE ASSESSMENT DISTRICT
NO. 1 FOR FISCAL YEAR 2023/24
WHEREAS, the City Council of the City of Morgan Hill (hereafter referred to as the “City Council”) previously completed its proceedings in accordance with and pursuant to the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500) (the “Act”) to establish the City of Morgan Hill (the “City”) Fox Hollow/Murphy Springs Landscape Assessment District and has by previous resolution changed the name of said district to the City of Morgan Hill Landscape Assessment District No. 1 (the “Assessment District”); and, WHEREAS, the City has retained NBS for the purposes of assisting with the annual levy of the Assessment District, and the preparation and filing of an Annual Report; and WHEREAS, NBS has not been required to update the Annual Report since the City Council’s preliminary approval on May 3rd, 2023; and
WHEREAS, the City Council has, by previous resolution, declared its intention to hold a Public Hearing concerning the levy and collection of assessments within the Assessment District; and
WHEREAS, notice of such Public Hearing was duly given in accordance with Section 22626 of the Act; and
WHEREAS, at the time and place specified in the aforementioned notice the City Council held and conducted such Public Hearing, and considered all objections to the assessment.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE COUNCIL, AS FOLLOWS:
1. Final Approval of Report: The City Council approves the Annual Report concerning the levy of assessments for the fiscal year commencing July 1, 2023 and ending June 30, 2024.
2. Confirmation of Assessment and Diagram: The City Council hereby confirms the assessment and the diagram as is described in full detail in the Annual Report on file with the City Clerk.
City of Morgan Hill
Resolution No. 23-xxx
3. Levy of Assessment: Pursuant to Section 22631 of the Act, the adoption of this resolution shall constitute the levy of an assessment for the fiscal year commencing July 1, 2023 and ending June 30, 2024.
4. Ordering of the Levy: The City Council hereby orders NBS to prepare and submit the levy of assessments to Santa Clara County for placement on the Fiscal Year 2023/24 secured property tax roll.
PASSED, APPROVED AND ADOPTED by the City Council of Morgan Hill at a regular meeting held on the 7th day of June 2023 by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
APPROVED: ATTEST:
___________________________________ ____________________________________ MARK TURNER, Mayor MICHELLE BIGELOW, City Clerk
CERTIFICATION
I, Michelle Bigelow, City Clerk of the City of Morgan Hill, California, do hereby certify that the foregoing is a true and correct copy of Resolution No. 23-xxx adopted by the City Council at the meeting held on the 7th day of June 2023.
WITNESS MY HAND AND THE SEAL OF THE CITY OF MORGAN HILL.
DATE:______________________ _______________________________________ MICHELLE BIGELOW, City Clerk
15 CITY COUNCIL STAFF REPORT
MEETING DATE: June 7, 2023
PREPARED BY:
Chris Ghione, Public Services Director
APPROVED BY: City Manager
APPROVE VILLA MIRA MONTE CONCEPTUAL SITE MASTER PLAN
RECOMMENDATION(S)
Approve the Villa Mira Monte Conceptual Site Master Plan Design.
COUNCIL PRIORITIES, GOALS & STRATEGIES
City Council Ongoing Priorities
Supporting our Youth, Seniors, and Entire Community
Preserving our Community History
Guiding Documents
Bikeways, Trails, and Recreation Master Plan
REPORT NARRATIVE:
The City's Parks and Recreation Master Plan and current Capital Improvement Program (CIP) call for the expansion of the Historical Villa Mira Monte site. The inclusion of the project in the CIP was prioritized after several years of work and partnership between the Historical Society and the City of Morgan Hill. The intent of the design services is to develop a conceptual plan for the use of the undeveloped space on the Villa Mira Monte property.
The City has a very long history associated with Villa Mira Monte, dating back several decades. While the property is owned by the Morgan Hill Historical Society (MHHS), the property's ownership would transfer to the City of Morgan Hill should the organization ever dissolve. The City's former Redevelopment Agency expended significant dollars on the site, but since the dissolution of the redevelopment agency, the Historical Society has managed the site primarily on their own. In 2017, the City entered into a formal Memorandum of Understanding with the organization to provide limited funding, enhance collaboration, and operate the site as part of the City's Parks and Recreation System.
Past proposals from the MHHS for the expansion have proposed development of the site as an event venue. However, after analysis from a long-term sustainability perspective (cost recovery, revenue generation, and operations and maintenance), the current proposed expansion is intended to support the development of the site with the primary goal of the preservation of historical resources. The secondary priority is
15 developing the expansion that supports a high level of cost efficiency in maintenance and operations.
The City issued a request for proposals in May 2022 for design services for Villa Mira Monte and in September of 2022 selected Jayson Architects to develop plans for the build out of the Villa Mira Monte site. The City currently has limited funds ($2.5 million) for the initial phase of construction of this project with the current Capital Improvement Program. This will not be enough funding to build the site. However, the intent of the design services is to develop a conceptual design for the entire site that will support the development of the site in the future, phased through many years to come. The plan can also serve as a basis for future grant funding and donations should those opportunities arise.
Over the last several months, Jayson Architects has worked with City staff to engage the community on the future of the site. Several meetings have occurred with the community, historical society representatives, city staff, the Library, Culture and Arts Commission and the Parks and Recreation Commission. The purpose of tonight's meeting is to bring together that feedback and provide the opportunity for the Council to review and potentially approve the concept design.
The design for the Villa Mira Monte expansion completes the vision for the historical site of the Morgan Hill House. The new community building and gardens supplement the historic house and museum, and increase the programmatic capabilities the site can provide for the community.
The design proposes the undeveloped back half of the site will be activated with a variety of new amenities. A paved parking lot for 30 vehicles will support gatherings of up to approximately 60 people, and will include new centrally located ADA parking spaces. Public restrooms will be added in two locations: a small standalone building immediately adjacent to the existing House and Museum, as well as inside the new community building. The landscape will be enriched with new spaces, including a contemplative garden planted with native species, a flowering orchard that is an homage to the agricultural history of the site, and an outdoor gathering space to support presentations, classes and events. The new community building, inspired by vernacular agricultural barns found throughout the region, is situated behind the Morgan Hill House, and designed in a manner to serve as a graceful backdrop to the landscape.
The large flexible community room will support events of up to 100 people and will provide storage for tables and chairs. In addition, the building will contain an office and archival space to support the ongoing mission of the historical society to catalogue and preserve the history of Morgan Hill.
Following the approval of the conceptual Master Plan for the site, City staff and the consultants will be working to identify the first phase of design.
COMMUNITY ENGAGEMENT:
Prior to bringing this proposed Master Plan design to the City Council, the Project Team had gathered input from the general public, members of the Historical Society Board,
15 the Parks and Recreation Commission, and the Library Cultural and Arts Commission through numerous in-person and hybrid meetings over the last 5 months.
ALTERNATIVE ACTIONS:
The City Council could approve the plan with direction on minor additions, deletions or changes.
The Council could, alternatively, direct Staff to make significant changes to the plan, consult with the Historical Society and then return to the City Council with an updated plan.
PRIOR CITY COUNCIL AND COMMISSION ACTIONS:
The City has a long history associated with Villa Mira Monte. Most recently, the City Council approved a Memorandum of Understanding to formally partner with the Morgan Hill Historical Society in June 2017.
The City Council approved the Bikeways, Trails, Parks and Recreation Master Plan in July 2017, which includes the expansion of Villa Mira Monte.
The City Council received the report on the use of Villa Mira Monte as an event venue on May 19, 2020.
The City Council approved the professional consultant agreement with Jayson Architecture for $300,000 for the conceptual design of the Villa Mira Monte Expansion on September 28, 2022.
FISCAL AND RESOURCE IMPACT:
There is no direct fiscal impact associated with approving the Master Plan for the site.
Development of future projects to implement the plan will be phased and both design costs and construction costs will return to the City Council for approval.
CEQA (California Environmental Quality Act):
Not a Project
Continuing administrative activities and feasibility or planning studies for possible future actions that the agency has not approved, adopted, or funded are not considered projects for environmental review under CEQA. Developing the conceptual plan is necessary to conduct future environmental review.
VILLA MIRA MONTE
HISTORICAL SITE EXPANSION
DRAFT
June 7th, 2023
Morgan Hill City Council Meeting
PROJECT TEAM VILLA MIRA MONTE | June 7th, 2023
ABE JAYSON
Architect
Principal-in-Charge
J.J. NICOLAS
Architect
Associate, Project Manager
JONI L. JANECKI
Landscape Architect
President, Principal in Charge
VILLA MIRA MONTE | June 7th, 2023
I. SITE CONCEPTS
II. LANDSCAPE
III. BUILDING
IV. BUDGET
V. DISCUSSION
CONTENTS
I. SITE CONCEPTS
VILLA MIRA MONTE
| June 7th, 2023
N
Monterey Highway
LEGEND 2 Existing - Morgan Hill Museum 3 Existing - Centennial Garden 1 Existing - Morgan Hill House 4 Entry / Lobby 5 Restrooms 6 Office7 Multi-Purpose Room 8 Maintenance / Storage 9 Lawn 10 Indigenous Garden
11 Orchard
12 Parking
1 2
3 4
5 6
7 8
10 11
12 SITE CONCEPT A
VILLA MIRA MONTE
| June 7th, 2023
N
Monterey Highway
LEGEND 2 Existing - Morgan Hill Museum 3 Existing - Centennial Garden 1 Existing - Morgan Hill House 4 Entry / Lobby 5 Restrooms 6 Office7 Multi-Purpose Room 8 Maintenance / Storage 9 Lawn 10 Indigenous Garden
11 Orchard
1 2
3 4
5 7
6 8 10
10 11
12 Parking
12 12 12
SITE CONCEPT B
COMMUNITY OUTREACH VILLA MIRA MONTE | June 7th, 2023
OCT 2022–FEB 2023 STAKEHOLDER GROUPS
MARCH 7, 2023 LIBRARY, CULTURE, & ARTS COMMISSION
MARCH 21, 2023 PARKS & RECREATION COMMISSION
APRIL 26, 2023 COMMUNITY MEETING
COMMUNITY OUTREACH
KEY THEMES VILLA MIRA MONTE | June 7th, 2023
• ACOUSTIC SEPARATION FROM ADJACENT RAILROAD
• ACCESSIBILITY TO ALL BUILDINGS
• PUBLIC ART OPPORTUNITIES THROUGHOUT
• ADEQUATE PARKING FOR EVENTS
• EXPANDED COMMUNITY ACCESS
• EDUCATIONAL SPACES THROUGHOUT
• AESTHETICALLY BEAUTIFUL & COHESIVE SITE
KEY THEMES
PREFERRED OPTION VILLA MIRA MONTE | June 7th, 2023
• SITE CONCEPT OPTION A
PREFERRED OPTION
• CENTRALLY LOCATED ACCESSIBLE PARKING
• ALIGNMENT OF BUILDINGS
• ENTRY SEQUENCE
KEY ATTRIBUTES
II. LANDSCAPE
CONTEMPLATIVE GARDEN VILLA MIRA MONTE | June 7th, 2023
GATHERING SPACE VILLA MIRA MONTE | June 7th, 2023
NON-FRUITING ORCHARD VILLA MIRA MONTE | June 7th, 2023
ARBUTUS ‘MARINA’ (STRAWBERRY TREE) QUERCUS AGRIFOLIA (COAST LIVE OAK)
SALIX LASIOLEPIS (ARROYO WILLOW)
AESCULUS CALIFORNICA (CALIFORNIA BUCKEYE)
PLATANUS RACEMOS (CALIFORNIA SYCAMORE)
PROPOSED TREES, LANDSCAPE VILLA MIRA MONTE | June 7th, 2023
ACHILLEA MILLEFOLIUM (COMMON YARROW) ARCTOSTAPHYLOS SPP. (MANZANITA)
MUHLENBERGIA RIGENS (DEER GRASS) ELYMUS GLAUCUS (BLUE WILDRYE) ESCHSCHOLZIA CALIFORNICA (CA POPPY) +
SALVIA SPP. (SAGE)
CEANOTHUS G. HORIZONTALIS (CARMEL CREEPER) SALVIA APIANA (WHITE SAGE)
FREMONTODENDRON CALIFORNICA (FLANNELBUSH)
PROPOSED SHRUBS & GROUNDCOVERS , LANDSCAPE VILLA MIRA MONTE | June 7th, 2023
SITE DIAGRAM
SCALE: 1"=20'-0"
0 10' 20' 40
P
B
LEGEND
Existing - Morgan Hill Museum
Existing - Centennial Garden
Existing - Morgan Hill House Proposed Building 1
Proposed Building 2
Parking
Gathering Space
Non-fruiting Orchard
Contemplative Garden
1 2
3 4
6 7
9 P
B
Primary Pedestrian Route Primary Building Entrance Accessible Parking Secondary Pedestrian Route Secondary Building Entrance Bicycle Parking Vehicular Route
8 2
3 1 4
5 6
7 8
9 10 Entry Space
11 Screening
10 11
11 5
NOT TO SCALE
N
MONTEREY HIGHWAY
RAIL RIGHT-OF-WAY
VILLA MIRA MONTE | June 7th, 2023
LANDSCAPE CONCEPT PLAN A
SCALE: 1"=20'-0"
0 10' 20' 40
6 3
2 8
1 15
12 14
13 11
10 9
7 5 4
16 17
LEGEND
2 Existing - Morgan Hill Museum
3 Existing - Centennial Garden
1 Existing - Morgan Hill House 4 Entry / Lobby
5 Restrooms
6 Office
7 Multi-Purpose Room
Maintenance / Storage
and Restrooms 8
Gathering Space
(Seating Capacity = 120 people) 9
10 Contemplative Garden
11 Non-fruiting Orchard
12 13 Entry Space with Interpretive Paving
14 Raised, Decorative Crossing
15 Restore Native American Garden
16 Screening Wall and Planting
17 Screening Planted Berm
Parking NOT TO SCALE
N
MONTEREY HIGHWAY
RAIL RIGHT-OF-WAY
VILLA MIRA MONTE | June 7th, 2023
LANDSCAPE CONCEPT PLAN B
SCALE: 1"=20'-0"
0 10' 20' 40
MONTEREY HIGHWAY
RAIL RIGHT-OF-WAY
2 8
1 16
13 15
14 12
11 9
7 5 4
17 18
10 LEGEND
2 Existing - Morgan Hill Museum
3 Existing - Centennial Garden
1 Existing - Morgan Hill House 4 Entry / Lobby
5 Restrooms
6 Office
7 Multi-Purpose Room
Maintenance / Storage
and Restrooms 8
Gathering Space
(Seating Capacity = 70 people) 9
10 Stage (300 SF)
11 Contemplative Garden
12 Non-fruiting Orchard
13 Parking
14 Entry Space with interpretive Paving
15 Raised, Decorative Crossing
16 Restore Native American Garden
17 Screening Wall and Planting
18 Screening Planted Berm
18 3
6 N
NOT TO SCALE
VILLA MIRA MONTE | June 7th, 2023
III. BUILDING
PRECEDENTS - BARNS VILLA MIRA MONTE | June 7th, 2023
HISTORIC AERIAL IMAGE OF MORGAN HILL VILLA MIRA MONTE | June 7th, 2023
OVERLAY OF GABLE FORMS VILLA MIRA MONTE | June 7th, 2023
BUILDING CASE STUDIES VILLA MIRA MONTE | June 7th, 2023
SKETCHES VILLA MIRA MONTE | June 7th, 2023
LOBBY
RESTROOM
UTILITY
JANITOR
OFFICE
HISTORY WORKROOM
KITCHENETTE
STORAGE
COMMUNITY ROOM
0’ 2’ 4’ 8’ 1
1 2
22 34
3 5
4 6
5 7
6 8
7 9
8 9
FLOOR PLAN VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM MORGAN HILL HOUSE VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM MORGAN HILL HOUSE VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM ENTRY DRIVEWAY VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM ENTRY DRIVEWAY VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM ENTRY PLAZA VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM ENTRY PLAZA VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM ENTRY VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM ENTRY VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM INDIGENOUS GARDEN VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM INDIGENOUS GARDEN VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM PATH VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM PATH VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM ORCHARD VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM ORCHARD VILLA MIRA MONTE | June 7th, 2023
SCALE: 1"=20'-0
0 10' 20'
RENDERINGS, VIEW FROM AMPHITHEATER VILLA MIRA MONTE | June 7th, 2023
RENDERINGS, VIEW FROM AMPHITHEATER VILLA MIRA MONTE | June 7th, 2023
IV. BUDGET
BUDGET VILLA MIRA MONTE | June 7th, 2023
MASTER PLAN BUDGET
CONSTRUCTION* $12,296,853
SOFT COSTS (35%) $4,303,899
TOTAL $16,600,752
*2023 CONSTRUCTION COSTS, ESCALATION EXCLUDED
COST REDUCTION STRATEGY VILLA MIRA MONTE | June 7th, 2023 • REDUCE NEW BUILDING FOOTPRINT TO 3,000 SF (FROM 6,000 SF) • REDUCE PHASE ONE BUILDING FOOTPRINT TO SINGLE-OCCUPANT
RESTROOMS, UTILITY STORAGE, & REMOVING OFFICE
• LIMIT PHASE ONE SITE WORK TO NEW DRIVEWAY, PARKING, & UTILITIES • NEW LANDSCAPE WORK TO BE COMPLETED IN FINAL PHASE
SITE PHASING ADJUSTMENTS
UPDATED SITE PHASING - INITIAL PHASE VILLA MIRA MONTE | June 7th, 2023
UPDATED SITE PHASING - FINAL PHASE VILLA MIRA MONTE | June 7th, 2023
UPDATED BUDGET VILLA MIRA MONTE | June 7th, 2023
MASTER PLAN BUDGET
CONSTRUCTION* $10,421,700
SOFT COSTS (35%) $3,647,595
TOTAL $14,069,295
COST REDUCTION ($2,531,457)
*2023 CONSTRUCTION COSTS, ESCALATION EXCLUDED
V. DISCUSSION
16 CITY COUNCIL STAFF REPORT
MEETING DATE: June 7, 2023
PREPARED BY:
Chris Ghione, Public Services Director
APPROVED BY: City Manager
APPROVE AGREEMENT WITH HEXAGON TRANSPORTATION
CONSULTANTS, INC. FOR DEVELOPMENT OF A TRANSPORTATION
MASTER PLAN
RECOMMENDATION(S)
1. Authorize the City Manager to execute and administer an agreement with Hexagon Transportation Consultants, Inc. for the development of a Transportation Master Plan at a total cost of $893,960; and
2. Adopt a resolution to amend the FY 2022-23 Budget to appropriate $393,960 from Traffic Impact Fund (309), with the Long Range Planning Fund (207) contributing $100,000 of that appropriation.
COUNCIL PRIORITIES, GOALS & STRATEGIES
City Council Ongoing Priorities
Maintaining and Enhancing Infrastructure
Supporting our Youth, Seniors, and Entire Community
Enhancing Diversity and Inclusiveness
Advancing Regional Initiatives
2022-2023 Strategic Priorities
Transportation
Guiding Documents
Morgan Hill 2035 General Plan
REPORT NARRATIVE:
In November 2022, the City issued a request for proposals seeking qualified firms to provide professional services for the creation of the City’s first comprehensive Transportation Master Plan. The Plan is intended to provide numerous components, including traffic counts, future traffic modeling, updated speed survey to set speed limits, review of existing transportation infrastructure, specific review and analysis of bike and pedestrian infrastructure, development of transportation priorities for the City, creation of a capital improvement program, and numerous other components. The Plan will provide the foundation for the update of the City’s General Plan
16 Transportation/Circulation Element Update.
The City reached out directly to known transportation consultants throughout the State, attempting to get interest from a variety of consultants. Proposals for the RFP were due on February 22, 2023. The City received only one proposal from Hexagon Transportation Consultants, Inc. Subsequently, the City reached out to many of the consultants that did not bid on the project and those that regularly work with this type of consultant. One consultant directly cited ongoing staffing shortages as a limitation to doing the work, another consultant noted that the project was multifaceted and not something they could take on as the lead consultant. Staff also believe this is a very large project that will require significant dedicated resources, which may be outside the capabilities of some consultants.
Following receipt of the proposal, it was reviewed by staff in the Development Services and Public Services Departments. City staff met with Hexagon to review the proposal to interview the company specifically to ascertain the company's ability to complete this project. Following the interview and review of past work, City staff concluded that Hexagon Transportation Consultants, Inc. does have the experience, competency and internal resources to complete the project. Hexagon is also planning to use the subconsultants of Toole Design as it relates to the bike and pedestrian components of the Plan, as well as Apex Design to support the communications and outreach efforts for developing the Plan. Hexagon and its sub-consultants have a long list of successful work within Morgan Hill, regionally and across the State.
Following the review of proposals, staff worked with Hexagon to refine the final scope of the project. This scope is included in the proposed consultant agreement (Attachment 1). The overall cost for the development of the base components of the Plan is $775,960. City staff are proposing including an optional alternative ($78,000) in the plan for the consultant to refine the updated Countywide Travel Demand Forecasting Model developed by the Valley Transportation Authority should timing work out for this work to occur. Staff is additionally proposing a contingency of $40,000 for additional work that may come up outside of the scope of the agreement.
COMMUNITY ENGAGEMENT:
Involve
The RFP and scope of the agreement was designed through previous input from the Council, staff, and residents. The development of the Transportation Master Plan will require significant community outreach and will include a variety of public meetings as well as the development and participation of a stakeholders group for those with an even higher level of interest. The Plan will have multiple review points by advisory commissions and the City Council to ensure there is significant opportunity for engagement as well as direction by the Council.
ALTERNATIVE ACTIONS:
The City Council has multiple alternate options. The first is that the Council could provide direction to City staff to adjust the scope of the work. This would require
16 additional work with the consultant, so an updated agreement and scope could come back to the City Council.
Should the Council wish to reissue the RFP, it could direct staff to do so. The staff does not have a strong indication that reissuing the RFP would attract more firms, but that is a possibility.
PRIOR CITY COUNCIL AND COMMISSION ACTIONS:
The Transportation Element of the General Plan was previously updated with the General Plan in July 2016. The City Council held a Transportation Workshop most recently in April 2022. The City has not previously developed a separate Transportation Master Plan.
FISCAL AND RESOURCE IMPACT:
The total funding needed for this project is $893,960. The Capital Improvement Program currently has $500,000 budgeted for this purpose. In order to fully fund the project, an additional appropriation of $393,960 from Fund 309 is needed, with the Long Range Planning Fund (207) contributing $100,000 of that appropriation.
CEQA (California Environmental Quality Act):
Not a Project
Continuing administrative activities and feasibility or planning studies for possible future actions that the agency has not approved, adopted, or funded are not considered projects for environmental review under CEQA. Hiring of a consultant is necessary to develop a draft plan for environmental review.
1 Updated May 2023
CONSULTANT AGREEMENT FOR DESIGN PROFESSIONALS
HEXAGON TRANSPORTATION CONSULTANTS, INC
THIS AGREEMENT is entered into and becomes effective on _______________ (Effective Date), by and between the CITY OF MORGAN HILL, a municipal corporation, ("CITY"), and HEXAGON TRANSPORTATION CONSULTANTS, INC a California corporation ("CONSULTANT") hereinafter referred to collectively as “Parties.” In consideration of the promises and the mutual covenants contained in this Agreement, the Parties agree as follows:
1. City Authority. This Agreement is entered into pursuant to the action of the Morgan Hill City Council taken on _____________, ____, 20___.
2. Term of Agreement. This Agreement shall cover services rendered from the Effective Date of this Agreement until December 31, 2024 at which time CONSULTANT’S services shall be completed.
The City Manager is authorized to extend the term of this Agreement for a maximum period of one year.
Any such extension shall be in writing and signed by both Parties to this Agreement.
3. Scope of Service. The services to be performed by CONSULTANT shall be development of a Transportation Master Plan as further described in Exhibit A.
4. Compensation. CONSULTANT shall be compensated as follows:
4.1. Amount. $893,960.00. Total compensation to CONSULTANT under this Agreement during its initial term set forth in Section 2 above shall not exceed Eight Hundred Ninety Three Thousand Nine Hundred Sixty dollars and shall be billed based on the rate and basis set forth in Exhibit B. If the City Manager extends the term of this Agreement pursuant to the provisions of Section 2 above, the City Manager shall have the authority to increase the maximum compensation allowed to be paid to CONSULTANT, so long as City Council has appropriated sufficient funds therefor, the Parties mutually agree to such amount in a writing signed by both Parties to this Agreement, and provided further that in no event shall such maximum compensation allowed for the term exceed the City Manager's authority pursuant to Chapter 3.04 of the Morgan Hill Municipal Code, unless otherwise authorized by City Council.
4.2. Billing. CONSULTANT shall provide CITY with an invoice containing the dated, detailed, and itemized descriptions of all services performed and expenses incurred (if such expenses are reimbursable pursuant to Exhibit B) by CONSULTANT on a monthly basis unless otherwise specified in Exhibit B. All invoices shall be sent to the CITY addressed to the department head or project manager identified below in Section 13 Notices. Any rate charged shall be prorated where services are interrupted or not provided for any rate period (for example, any monthly rate charge should be prorated when services were interrupted or provided for only part of the month). For services billed on an hourly rate, the minimum unit of billed time shall not exceed one tenth of one hour. CITY shall pay for services and expenses (if so provided in Exhibit B) up to the limit of compensation set forth above, that in the CITY’S judgment were necessary and reasonable. Services for work performed and expenses incurred in excess of the total compensation set forth in paragraph 4.1 above shall be at no cost to CITY.
5. Termination. CITY or CONSULTANT shall have the right to terminate this Agreement, without cause, by giving thirty (30) days' written notice or less under urgent circumstances. Upon such termination, CONSULTANT shall submit to CITY an itemized statement of services performed for which
2 Updated May 2023
compensation has not been paid. CITY may require CONSULTANT to complete certain work product or documents and CONSULTANT shall deliver to CITY all documents in its possession without additional compensation to CONSULTANT. The City Manager of CITY is authorized to terminate this Agreement, in whole or in part, on behalf of CITY.
5.1. Non-Appropriations. Notwithstanding anything contained in this Agreement to the contrary, if insufficient funds are appropriated, or funds are otherwise unavailable in the budget for CITY for any reason whatsoever in any fiscal year, for payments due under this Agreement, CITY will immediately notify CONSULTANT of such occurrence, and this Agreement shall terminate after the last day during the fiscal year for which appropriations shall have been budgeted for CITY or are otherwise available for payments.
6. Performance of Work. CONSULTANT represents that it is qualified by virtue of experience, training, education, and expertise to accomplish these services. Services shall be performed by CONSULTANT in accordance with professional practices in a manner consistent with a level of care, competence and skill exercised by qualified members of the CONSULTANT’S profession. By delivery of completed work, CONSULTANT certifies that the work conforms to the requirements of this Agreement and all applicable federal, state, and local laws. CONSULTANT shall perform all work and services under this Agreement in conformance with the time schedule set forth on Exhibit C, "Schedule of Performance," attached hereto and incorporated herein by this reference. CITY'S City Manager is authorized on behalf of CITY to modify the timeframes set forth on the Schedule of Performance within the term of this Agreement. If CONSULTANT desires to leave or store any of CONSULTANT’S equipment at a CITY site while CONSULTANT is performing work or service pursuant to this Agreement, CONSULTANT will first obtain the consent of CITY'S City Manager, or his/her delegate, to do so, and any such storage shall occur only in the manner and location allowed by such CITY official and entirely at CONSULTANT’S sole risk.
7. Insurance Requirements. CONSULTANT shall procure and provide proof of the insurance coverage required by this section in the form of certificates and endorsements. The required insurance must cover the activities of CONSULTANT, including its subcontractors, employees, and agents, relating to, or arising from, the performance of any work or service under this Agreement, and must remain in full force and effect at all times during the period covered by this Agreement. The coverages may be arranged under a single policy for the full limits required or by a combination of underlying policies with the balance provided by excess or “umbrella” policies, provided each such policy complies with the requirements set forth herein. Any deductibles or self-insured retentions must be declared to and approved by City. CONSULTANT further understands that the CITY reserves the right to modify the insurance requirements set forth herein, with thirty (30) days’ notice provided to CONSULTANT, at any time as deemed necessary to protect the interests of the CITY.
7.1. Insurance Types and Amounts.
7.1.1. Commercial General Liability (CGL). CONSULTANT shall maintain CGL against claims and liabilities for personal injury, death, or property damage providing protection in the minimum amount of: (i) one million dollars ($1,000,000.00) combined single limit for any one accident or occurrence, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater.
3 Updated May 2023
7.1.2. Automobile Liability. CONSULTANT shall maintain Automobile Liability covering all owned, non-owned and hired automobiles (if CONSULTANT does not own automobiles, then CONSULTANT shall maintain Hired/Non-owned Automobile Liability) against claims and liabilities for personal injury, death, or property damage providing protection in the minimum amount of: (i) one million dollars ($1,000,000.00) combined single limit for any one accident or occurrence, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater.
7.1.3. Workers’ Compensation Insurance and Employer’s Liability. CONSULTANT shall maintain Workers Compensation coverage, as required by law, in the minimum amount of: (i) one million dollars ($1,000,000.00) for any one accident or occurrence, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater. If CONSULTANT is selfinsured, CONSULTANT shall provide its Certificate of Permission to Self-Insure, duly authorized by the Department of Industrial Relations.
7.1.4. Pollution (Environmental) Liability. If the performance of CONSULTANT’S work or service under this Agreement involves hazardous materials, contaminated soil disposal, and/or a risk of accidental release of fuel oil, chemicals or other toxic gases or hazardous materials, CONSULTANT shall procure and maintain Pollution Liability covering the CONSULTANT’S liability for bodily injury, property damage and environmental damage resulting from pollution and related cleanup costs arising out of the work or services to be performed under this Agreement.
Coverage shall be provided for both work performed on site, as well as during the transport of hazardous materials. Such coverage shall be in the minimum amount of: (i) one million dollars ($1,000,000.00) for any one accident or occurrence, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater.
7.1.5. Professional Liability.
7.1.5.1. If the performance of CONSULTANT’S work or service under this Agreement involves professional and/or technical services (examples include, but are not limited to, architects, engineers, land surveyors, and appraisers), CONSULTANT shall procure and maintain either a claims made or occurrence Errors and Omission liability insurance in the minimum amount of: (i) one million dollars ($1,000,000.00) each claim, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater. Further, if CONSULTANT maintains a claims-made policy, CONSULTANT shall provide written evidence of such insurance to the CITY for at least five (5) years after the completion of work performed under this Agreement.
7.1.5.2. If the performance of CONSULTANT’S work or service under this Agreement relates to Information Technology or related services (examples include, but are not limited to computer programmers, software designers,
4 Updated May 2023
hardware engineers, or other systems consultants), CONSULTANT shall procure and maintain a claims made Errors and Omission liability insurance, including Cyber Liability and Data Breach, in the minimum amount of: (i) one million dollars ($1,000,000.00) each claim, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater.
7.1.6. Sexual Abuse/Molestation Liability (SML): If the performance of CONSULTANT’S work or service under this Agreement involves contact with minors, CONSULTANT shall procure and maintain Sexual Abuse and Molestation insurance in the minimum amount of: (i) two hundred thousand dollars ($200,000.00) each claim, or (ii) the maximum amount of such insurance available to CONSULTANT under CONSULTANT’S combined insurance policies (including any excess or “umbrella” policies), whichever is greater.
7.2. Endorsements. CONSULTANT shall provide proof of the following endorsements, listed for each policy for which endorsements are required, as outlined below:
7.2.1. General Liability and pollution liability (when pollution liability applies).
7.2.1.1. “Additionally Insured” - The City of Morgan Hill, its elected or appointed officials, boards, agencies, officers, agents, employees, and volunteers are named as additional insureds on a form at least as broad as ISO Form CG 20 10 for ongoing operations.
7.2.1.2. “Waiver of Rights of Subrogation” - The insurer waives the right of subrogation against the City of Morgan Hill and CITY’S elected or appointed officials, boards, agencies, officers, agents, employees, and volunteers; and
7.2.1.3. “Primary and Non-Contributing” - Insurance shall be endorsed to be primary and non-contributory and will not seek contribution from the City’s insurance or self-insurance and shall be at least as broad as ISO Form CG 20
01. 7.2.2. Workers Compensation.
If the performance of CONSULTANT’S work or service under this Agreement involves access to or activity on any property or premises owned or occupied by the CITY, including, but not limited to, CONSULTANT’S presence during site visits and meetings, then insurer waives the right of subrogation against the City of Morgan Hill and the CITY’S elected or appointed officials, boards, agencies, officers, agents, employees, and volunteers.
7.3. Qualification of Insurers. All insurance required pursuant to this Agreement must be issued by a company licensed and admitted, or otherwise legally authorized to carry out insurance business in the State of California, and each insurer must have a current A.M.
Best's financial strength rating of “A” or better and a financial size rating of “VII” or better.
7.4. Certificates. CONSULTANT shall furnish CITY of Morgan Hill with copies of all certificates as outlined herein, whether new or modified, promptly upon receipt. In the event of a claim or legal action, CONSULTANT shall promptly furnish CITY of Morgan Hill with copies of all policies outlined herein. No policy subject to the CONSULTANT’S
5 Updated May 2023
agreement with the CITY shall be canceled or materially changed except after thirty (30) days' notice by the insurer to CITY. A "material change" is a change that results in noncompliance with any insurance requirements in this section 7. Certificates, including renewal certificates, may be mailed electronically to [email protected] or delivered to the Certificate Holder address provided herein.
Certificate Holder address:
City of Morgan Hill
Attn: Risk Management
17575 Peak Avenue
Morgan Hill, CA 95037
8. Non-Liability of Officials and Employees of the CITY. No official or employee of CITY shall be personally liable for any default or liability under this Agreement.
9. Compliance with Law.
9.1. CONSULTANT and its officers, employees, agents, and subcontractors shall comply with all applicable laws, ordinances, administrative regulations, and permitting requirements in carrying out their obligations under this Agreement. CONSULTANT and its officers, employees, agents, and subcontractors covenant there shall be no discrimination based upon any basis prohibited by State or Federal law, including but not limited to, race, color, creed, religion, gender, marital status, age, sexual orientation, national origin, mental disability, physical disability, medical condition, or ancestry, in any activity pursuant to this Agreement.
9.2. Compliance with Wage and Hour Laws: Consultant, and any subcontractor it employs to complete work under this Agreement, shall comply with all applicable federal, state, and local wage and hour laws. Applicable laws may include, but are not limited to, the Federal Fair Labor Standards Act and the California Labor Code.
Final Judgments, Decisions, and Orders: For purposes of this Section, a “final judgment, decision, or order” refers to one for which all appeals have been exhausted or the time to appeal has expired. Relevant investigatory government agencies include: the federal Department of Labor, the California Division of Labor Standards Enforcement, or any other governmental entity or division tasked with the investigation and enforcement of wage and hour laws.
Prior Judgments against CONSULTANT and/or its Subcontractors: BY SIGNING THIS
AGREEMENT, CONSULTANT AFFIRMS THAT IT HAS DISCLOSED ANY FINAL
JUDGMENTS, DECISIONS OR ORDERS FROM A COURT OR INVESTIGATORY GOVERNMENT AGENCY FINDING – IN THE FIVE (5) YEARS PRIOR TO EXECUTING THIS AGREEMENT – THAT CONSULTANT OR ITS SUBCONTRACTOR(S) HAS VIOLATED ANY APPLICABLE WAGE AND HOUR LAWS. CONSULTANT FURTHER
AFFIRMS THAT IT OR ITS SUBCONTRACTOR(S) HAS SATISFIED AND COMPLIED WITH – OR HAS REACHED AGREEMENT WITH THE CITY REGARDING THE MANNER IN WHICH IT WILL SATISFY – ANY SUCH JUDGMENTS, DECISIONS OR ORDERS.
6 Updated May 2023
Judgments or Decisions During Term of Contract: If at any time during the term of this Agreement, a court or investigatory government agency issues a final judgment, decision or order finding that CONSULTANT or an subcontractor it employs to perform work under this Agreement has violated any applicable wage and hour law, or CONSULTANT learns of such a judgment, decision, or order that was not previously disclosed, CONSULTANT shall inform the City Attorney, no more than fifteen (15) days after the judgment, decision or order becomes final or of learning of the final judgment, decision, or order.
CONSULTANT and its subcontractors shall promptly satisfy and comply with any such judgment, decision, or order, and shall provide the City Attorney with documentary evidence of compliance with the final judgment, decision, or order within five (5) days of satisfying the final judgment, decision, or order. The City reserves the right to require CONSULTANT to enter into an agreement with the City regarding the manner in which any such final judgment, decision, or order will be satisfied.
City’s Right to Withhold Payment: Where CONSULTANT or any subcontractor it employs to perform work under this Agreement has been found in violation of any applicable wage and hour law by a final judgment, decision or order of a court or government agency, the City reserves the right to withhold payment to CONSULTANT until such judgment, decision or order has been satisfied in full.
Material Breach: Failure to comply with any part of this Section constitutes a material breach of this Agreement. Such breach may serve as a basis for immediate termination of this Agreement and/or any other remedies available under this Agreement and/or law.
Notice to City Related to Wage Theft Prevention: Notice provided to the City Attorney as required under this Section shall be addressed to: City Attorney, City of Morgan Hill, 17575 Peak Avenue, Morgan Hill, CA 95037. The Notice provisions of this Section are separate from any other notice provisions in this Agreement and, accordingly, only notice provided to the above address satisfies the notice requirements in this Section.
10. Independent Contractor. CONSULTANT is an independent contractor and not an agent or employee of CITY.
11. Confidentiality. All data, documents, or other information received by CONSULTANT from CITY or prepared in connection with CONSULTANT’S services under this Agreement are deemed confidential and shall not be disclosed to any third party by CONSULTANT without prior written consent by CITY.
12. Conflict of Interest and Reporting. CONSULTANT shall at all times avoid conflict of interest or appearance of conflict of interest in performance of this Agreement.
13. Notices. All notices shall be personally delivered or mailed, via first class mail to the below listed address. These addresses shall be used for delivery of service of process. Notices shall be effective five (5) days after date of mailing, or upon date of personal delivery.
Address of CONSULTANT is as follows:
Hexagon Transportation Consultants
Attn: Robert Del Rio
8070 Santa Teresa Boulevard, Suite 230
Gilroy, CA 95020
7 Updated May 2023
Address of CITY is as follows:
Chris Ghione
City of Morgan Hill
17575 Peak Avenue
Morgan Hill, CA 95037
with a copy to:
City Clerk
City of Morgan Hill
17575 Peak Avenue
Morgan Hill, CA 95037
14. Licenses, Permits and Fees. CONSULTANT shall obtain a City of Morgan Hill Business License, all permits and licenses to the extent required by ordinances, codes, and regulations of the federal, state, and local government.
15. Consultant's Proposal. If applicable, this Agreement shall include CONSULTANT'S proposal or bid which is incorporated herein. In the event of any inconsistency between the terms of the proposal and this Agreement, this Agreement shall govern.
16. Maintenance of Records.
16.1. Maintenance. CONSULTANT shall prepare, maintain, and preserve all reports and records that may be required by federal, state, and CITY rules and ordinances related to services provided under this Agreement. CONSULTANT shall maintain records for a period of at least 3 years after receipt of final payment under this Agreement. If any litigation, claim, negotiation, audit exception, or other action relating to this Agreement is pending at the end of the 3-year period, then CONSULTANT shall retain said records until such action is resolved.
16.2. Access to and Audit of Records. The CITY shall have the right to examine, monitor and audit all records, documents, conditions, and activities of the CONSULTANT and its subcontractors related to services under this Agreement. Pursuant to Government Code Section 8546.7, if this Agreement involves the expenditure of public funds in excess of $10,000, the Parties to this Agreement may be subject, at the request of the CITY or as part of any audit of the CITY, to the examination and audit of the State Auditor pertaining to matters connected with the performance of this Agreement for a period of three years after final payment under the Agreement.
16.3. Ownership of Work Product. All documents or other information developed or received by CONSULTANT for work performed under this Agreement shall be the property of CITY. CONSULTANT shall provide CITY with copies of these items upon demand or upon termination of this Agreement.
17. Familiarity with Work. By executing this Agreement, CONSULTANT represents that: (1) it has investigated the work to be performed; (2) it has investigated the site of the work and is aware of all conditions there; and (3) it understands the difficulties and restrictions of the work under this Agreement.
Should CONSULTANT discover any conditions materially differing from those inherent in the work or as represented by CITY, it shall immediately inform CITY and shall not proceed, except at CONSULTANT'S risk, until written instructions are received from CITY.
18. Time of Essence. Time is of the essence in the performance of this Agreement.
19. No Assignment. Neither this Agreement nor any portion shall be assigned by CONSULTANT, without prior written consent of CITY. Any attempted assignment not first approved by CITY shall be
8 Updated May 2023
void and, at CITY'S option, shall terminate this Agreement effective as of the date of such attempted assignment.
20. Attorney Fees. In any legal action, dispute or arbitration arising out of or relating to this Agreement, the prevailing party shall be entitled to an award of its reasonable attorney fees, costs and expenses incurred.
21. Defense and Indemnification.
21.1. Defense and Indemnification for Design Professional Services. Consistent with California Civil Code Section 2782.8, for design professional services to be performed under this agreement by a design professional, as that term is defined under said Section 2782.8, CONSULTANT shall, to the fullest extent permitted by law, indemnify, defend and hold harmless CITY, its elected or appointed officials, boards, agencies, officers, agents, employees, and volunteers (“INDEMNITEES”) from and against any and all claims, liabilities, expenses, liens, or damages of any nature, including liability for bodily injury, property damage or personal injury, and including reasonable attorneys' fees and expenses, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of CONSULTANT, and/or its agents, officers, employees, subcontractors, or independent contractors in performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement (“CLAIM”) to the extent of CONSULTANT’S proportionate percentage of fault.
21.2. Defense and Indemnification for Non-Design Professional Services. For all services performed under this agreement not covered by Section 21.1 above, CONSULTANT shall, to the fullest extent permitted by law, indemnify, defend and hold harmless CITY, its elected or appointed officials, boards, agencies, officers, agents, employees, and volunteers (“INDEMNITEES”) from and against any and all claims, liabilities, expenses, liens, or damages of any nature, including liability for bodily injury, property damage or personal injury, and including reasonable attorneys' fees and expenses, that arise out of, pertain to, or relate to the performance of this Agreement or the failure to comply with any obligations contained in this Agreement by CONSULTANT, and/or its agents, officers, employees, subcontractors, or independent contractors (“CLAIM”).
21.3. Exceptions. CONSULTANT is not required to indemnify INDEMNITEES against liability for bodily injury, property damage or personal injury, or any other loss, damage or expense arising from the sole negligence, active negligence, or willful misconduct of the CITY.
21.4. Not limited by insurance. The indemnity, defense and hold harmless provisions of this Agreement apply to all CLAIMS alleged against an INDEMNITEE, regardless of whether any insurance policies are applicable. Policy limits do not act as a limitation upon the amount of indemnification or defense to be provided by CONSULTANT.
21.5. Right to Offset. CITY shall have the right to offset against any compensation due CONSULTANT under this Agreement any amount due CITY from CONSULTANT as a result of CONSULTANT’S failure to pay CITY promptly any indemnification arising under this Section (21) and any amount due CITY from CONSULTANT arising from CONSULTANT’S failure either to (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers' compensation laws.
9 Updated May 2023
21.6. Interpretation. This Section shall constitute an agreement or contract of indemnity, incorporating the interpretations under California Civil Code Section 2778. It is expressly understood and agreed that the obligation of the CONSULTANT to indemnify the INDEMNITEE shall be as broad and inclusive as permitted by the laws of the State of California and shall survive termination of this Agreement.
22. Entire Agreement; Modification; Conflicting Provisions. This Agreement constitutes the entire Agreement between the Parties and supersedes any previous agreements, oral or written. This Agreement may be modified, or provisions waived, only by a subsequent mutual written agreement executed by CITY and CONSULTANT. If the provisions contained in the main body of this Agreement conflict with any provision contained in an exhibit to this Agreement, the provisions of the main body of this Agreement shall govern and control over any provision contained in an exhibit to this Agreement.
23. Governing Law and Venue. This Agreement shall be construed in accordance with the laws of the State of California. This Agreement was entered into and is to be performed in the County of Santa Clara. Any action or dispute arising out of this Agreement shall only be brought in Santa Clara County.
24. Interpretation. This Agreement is a negotiated document and shall be deemed to have been drafted jointly by the Parties, and no rule of construction or interpretation shall apply against any particular Party based on a contention that the Agreement was drafted by one of the Parties including, but not limited to, California Civil Code § 1654, the provisions of which are hereby waived. This Agreement shall be construed and interpreted in a neutral manner.
25. Preservation of Agreement. If any term, provision, covenant, or condition of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, the rest of the Agreement shall remain in full force and effect and shall in no way be affected or invalidated.
26. Binding Agreement. Notwithstanding the provisions of Section 19 above, this Agreement shall bind any and all successors in interest, legal representatives and/or other permitted assignees or transferees of CONSULTANT in the same manner as if those successors in interest, legal representatives or other permitted assignees or transferees had entered into this Agreement originally.
27. ☐ Data Sharing. This Agreement requires access by CONSULTANT to CITY’S Geographic Information System (GIS) DATA for CONSULTANT to perform the work. CITY agrees to provide the GIS DATA to CONSULTANT solely for the purpose of performance of contracted work with the CITY upon the terms and conditions specified in Exhibit D, incorporated herein by this reference.
28. Electronic Signatures. Unless otherwise prohibited by law or CITY policy, the Parties agree that an electronic copy of a signed contract, or an electronically signed contract, has the same force and legal effect as a contract executed with an original ink signature. The term “electronic copy of a signed contract” refers to a transmission by facsimile, electronic mail, or other electronic means of a copy of an original signed contract in a portable document format. The term “electronically signed contract” means a contract that is executed by applying an electronic signature using technology approved by the CITY.
[Signatures on Next Page]
1 EXHIBIT A
SCOPE OF SERVICES
Task 1 – Review of Existing Conditions and Challenges
The consultant shall meet with City staff to support project commencement and provide the consultant with background information on the project. During this task the consultant is expected to review City guiding:
• Review existing documents provided by City staff. Provided documents shall include, but are not limited, to the existing 2016 General Plan (Morgan Hill 2035), existing Master Plans, development activity since adoption of the General Plan, and anticipated development activity within the “pipeline” for future development. • Provide the City with requests for information.
• Interview key City representatives of the city
This task shall require a kickoff meeting and various meetings with City staff to collect data on existing conditions.
Task 2 – Data Collection and Community Engagement
Following the review of existing conditions, the consultant shall identify data needs for the project.
At a minimum the consultant will be expected to complete the following:
• In preparation for a development of an updated traffic demand model the consultant shall collect traffic counts on all arterial roadways and key collector roadways within the City. Traffic counts shall be collected at key intersections within the City. This will include up to 50 intersections, which will include primarily signalized intersections, but will include a limited number of unsignalized intersections. • A full speed survey of non-residential City roadways shall be completed. • Consultant shall collect cut through traffic data (Consultant to Propose Data Collection / Procurement method)
• Consultant shall use available sources to compile collision data for City roadways dating back 5 years.
• Consultant shall utilize existing General Plan and zoning data in combination with the most available information from the Planning Department to identify cumulative development impacts from General Plan buildout.
• The consultant shall compile data from existing congestion management work and project specific transportation studies available from the City. • The consultant shall compile relevant State and Regional transportation data impacting the City.
• The consultant shall develop and implement two community online surveys to support identification of stakeholder priorities (needs, concerns, barriers, etc.). • The consultant shall work with the City to host a minimum of 2 community in-person and virtual workshops. Workshops may be targeted or general in nature. • The consultant shall compile public transportation data to be collected from all providers of public transportation within the City.
• Any other data necessary to provide the deliverables outlined in this RFP. • This task shall include supporting the development of a stakeholder group that includes 5 meetings as well as general public meetings and meetings of the Council and Commissions.
2 Task 3 – Speed Survey and Recommendations for Speed Limits – This task will utilize data collected to develop a speed survey for the City’s non-residential roadways. At a minimum the consultant is expected to complete the following for this task:
• Analysis of speed survey data for applicable City streets and the development of the speed survey report document.
• Review of Survey against new laws for setting speed limits. • Establish speed limits for non-residential streets with a focus on safety and Vision Zero. • Review of school zones, the downtown and other areas where the ability to set the speed limit below 25mph may be possible.
• It is anticipated that this task will require limited meetings with City staff only and will include 1-2 public meetings.
Task 4 – Presentation of Data Analysis and Findings
In this task the consultant is expected to present draft data using presentations and documents to communicate findings in a draft format. It is expected that the following at minimum would be presented.
• Community wants and needs for the transportation system • Barriers to pedestrian and bicycle use of the transportation system • Complete Streets/Vision Zero safety assessment
• Current levels of service for roadways and intersections • Comparison of congestion in other adjacent communities • Identified priority physical improvements to City transportation facilities that:
o Improve Safety for Pedestrians, Bicyclists and Motor Vehicles o Improve connections for non-motorized travel through the City o Reduce congestion
o Improve VMT
o Provide Safe Routes to School
• Program Planning recommendations for non-capital programs that:
o Improve Safety for Pedestrians, Bicyclists and Motor Vehicles o Improve connections for non-motorized travel through the City o Improve congestion
o Improve VMT
• Develop first draft transportation system goals for the City • It is anticipated that this task will require limited meetings with City staff only and will include 4 public meetings.
Task 5 –Transportation Master Plan Documents (3 Sections) Section 1 – Traffic Analysis and Technical Components for General Plan Update/Future Planning The Consultant shall prepare an analysis of the City’s existing transportation network and travel patterns. Consultant shall prepare a circulation plan that corresponds with land use planning and carefully consider community priorities, reality of funding availability, Vision Zero, Complete Streets, transit performance/availability, VMT, LOS/congestion management, emission reductions, emergency response and freight traffic. The following deliverables should be included in the report:
3 • Traffic Study with detail needed for required environmental work. Traffic study should include cumulative impacts of existing conditions and development within the City. • Street classification system including mapping.
• Identify of bike and pedestrian corridors including supporting maps. • Identify traffic calming priority areas in support of neighborhood safety planning. • Develop an updated Level of Service (LOS) Policy.
• Includes editable maps, graphs, and data files (ArcMap packages, Excel worksheets, Illustrator files, etc., all graphics and maps shall be GIS compatible). • The plan shall be consistent and meet mandated state and federal requirements for transportation related plans.
Section 2 – Capital Improvement Program
Develop new updatable plan that provides for transportation improvements Citywide and priority regional improvements impacting the local roadways. The following deliverables should be included in the report:
• Complete City Capital Improvement Program
o Potential Funding Sources
o Priority Capital Improvement Project List
o 6 Year CIP Program
o Unfunded Needs
• Regional Capital Improvement Program Priorities and responsible agencies. • Includes editable maps, graphs, and data files (ArcMap packages, Excel worksheets, Illustrator files, etc., all graphics and maps shall be GIS compatible).
Section 3 – Non-Capital Improvement Policies
Provide a list of policy recommendations that will support non-capital improvement related planning based on the data collected and community outreach conducted.
Task 6 – Traffic Impact Fee Study
Consultant will develop a traffic impact fee study based on the Capital Improvement Program established within the Plan. Additionally, the City would like the consultant to review the potential of inclusion VMT mitigations in addition to LOS mitigations. This study will include the following:
• Traffic fee nexus study
• Traffic fee schedule
It is anticipated that this task will require limited meetings with City staff only and will include 1-2 public meetings.
Optional Task 7 – Countywide TDF
Consultant shall refine the updated Countywide Travel Demand Forecasting Model developed by the Valley Transportation Authority. This task shall be initiated at the direction of City staff.
4 Task 1
Task 2
Task 3
Task 4
Task 5
Task 6
Optional Task 7
Project Contingency*
Total Contract Amount
EXHIBIT B
SCHEDULE OF COMPENSATION RATES
$58,576
$224,547
$175,450
$163,676
$95,856
$57,855
$78,000
$40,000
$893,960
*Project contingency is for related project work deemed necessary but not within the scope of service. Use of project contingency must be approved by the City staff prior to the conduction of work by the consultant.
5 EXHIBIT C
SCHEDULE OF PERFORMANCE
Task 1-3 8 months from agreement effective date
Task 4 15 months from agreement effective date
Task 5 15 months from agreement effective date
Task 6 18 months from agreement effective date
Optional Task 7 3 months from staff approval to initiate work
1 REQUEST FOR PROPOSALS
TRANSPORTATION MASTER PLAN
JANUARY 2023
The City of Morgan Hill is seeking proposals from qualified firms to provide professional services for the creation of the City’s first comprehensive Transportation Master Plan. The Plan is intended to provide numerous components, which are outlined in this RFP, and will provide the foundation for the City’s General Plan Transportation/Circulation Element Update. The City intends to enter into a Professional Services Agreement with a qualified transportation planning consulting firm to conduct this work.
Background
Morgan Hill is unique among Silicon Valley communities for its family-friendly character and strong sense of community. This City is proud of its small-town feel that still includes new opportunities for businesses, jobs, and amenities for residents and visitors. The location and community offers rural charm, Silicon Valley location, a thriving wine industry, a bustling downtown, unique park spaces, restaurants, numerous sports and recreation opportunities, and an agricultural heritage that delights residents and visitors, and helps local business thrive and promote Morgan Hill as a great place to live and visit.
The City of Morgan Hill has a total area of 13 square miles. The City is in the southern part of Santa Clara County and just 20 miles south of Downtown San Jose and 10 miles north of Gilroy. .
The City’s is served by a network of freeways, arterials, and local roads. A major challenge for Morgan Hill is the traffic congestion caused by the limited regional transit corridors and a lack of public transportation options to support the traffic caused by employment centers located north of the City and much of the housing to support the Bay Area workforce located south of Morgan Hill.
North-south transportation options includes Highway 101 and Monterey Road, a primary north south arterial roadway, formerly a 4-lane highway that runs through the City’s downtown. While the City has begun to grow denser centrally, the City’s historical single family residential housing is spread far across the valley and numerous unincorporated pockets of Santa Clara County. These areas present additional connectivity issues due to the County’s minimally improved roadways.
There is a CalTrain station with limited service (three trains run in the morning and at night). The Valley Transportation Authority(VTA) runs one main bus line serving the City of Morgan Hill, with the line starting to the south in Gilroy and running north to Downtown San Jose. The proposed California High Speed Rail is designed to run within the existing Union Pacific Rail Road tracks at grade and without grade separations. As the city and the region continue to grow, the City of Morgan Hill continues to face significant regional and local transportation challenges.
The City of Morgan Hill has approximately 48,000 residents and 18,000 employed residents.
Morgan Hill has been growing at a steady pace of 2% per year and is often identified as one of the fastest growing cities in Santa Clara County. Currently, there are over 1,800 units in the development pipeline. The State’s new housing streamlining legislation is changing the pace and type of residential development in the City. The City is expected to grow faster, exceeding its projected growth in the Morgan Hill 2035 General Plan. The City is also experiencing significant growth in multi-family rental product that is taller and denser than the General Plan expected.
This is paired with an increased industrial and commercial development across the City.
2 The City’s transportation system includes nearly 140 miles of roadways and approximately 300 lane miles. The City manages 46 traffic signals with plans for at least 5 additional signals in the near term. The City relies on Caltrain and the Santa Clara Valley Transportation Authority for public transportation services, which are very limited in nature. The City recently implemented on an on-demand transportation project called Mo-Go that serves areas within City limits.
The City’s General Plan calls for a Level of Service analysis for any project meeting certain standards. This is in addition to the required VMT analysis under CEQA (when required). Both methodologies should be accounted for within the scope. The City is currently working on a citycentric VMT policy. This project should be completed in early 2023.
Project Description and Vision
The Transportation Master Plan will help address the challenges of facilitating mobility and access in a strategic manner, within the reasonable fiscal constraints of the City’s budget and limited state and federal funding, and in a way that is responsive to anticipated demographic changes and the change in the pace of growth of the City. The Plan will be coordinated with regional plans and will look to provide equitability and support for all segments of the community. The Plan should be influenced by the City’s General Plan and other guiding documents, but also help to establish the City’s vision for its future transportation system, the policies to support that system, and capital projects that are prioritized with consideration of available funding sources. The Plan will be the basis of a future update to the Circulation Element of the City’s General Plan.
Scope of Services
The following is a general description of the anticipated project components. Consultants are expected to submit a detailed work plan that includes more specific components and phasing.
Component 1 – Review of Existing Conditions and Challenges The consultant shall meet with City staff to support project commencement and provide the consultant with background information on the project. During this component the consultant is expected to review City guiding:
• Review existing documents provided by City staff. Provided documents shall include, but are not limited, to the existing 2016 General Plan (Morgan Hill 2035),existing Master Plans, development activity since adoption of the General Plan, and anticipated development activity within the “pipeline” for future development. • Provide the City with requests for information.
• Interview key City representatives of the city
It is anticipated that this component will require numerous small group meetings.
Component 2 – Data Collection and Community Engagement
Following the review of existing conditions, the consultant shall identify data needs for the project.
At a minimum the consultant will be expected to complete the following:
• In preparation for a development of an updated traffic demand model the consultant shall collect traffic counts on all arterial roadways and key collector roadways within the City. Traffic counts shall be collected at key intersections within the City. This will include up to 50 intersections, which will include primarily signalized intersections, but will include a limited number of unsignalized intersections. • A full speed survey of non-residential City roadways shall be completed.
3 • Consultant shall collect cut through traffic data (Consultant to Propose Data Collection / Procurement method)
• Consultant shall use available sources to compile collision data for City roadways dating back 5 years.
• Consultant shall utilize existing General Plan and zoning data in combination with the most available information from the Planning Department to identify cumulative development impacts from General Plan buildout.
• The consultant shall compile data from existing congestion management work and project specific transportation studies available from the City. • The consultant shall compile relevant State and Regional transportation data impacting the City.
• The consultant shall develop and implement a community online survey to support identification of stakeholder priorities (needs, concerns, barriers, etc.). • The consultant shall work with the City to host a minimum of 5 community in-person and virtual workshops. Workshops may be targeted or general in nature. • The consultant shall compile public transportation data to be collected from all providers of public transportation within the City.
• Any other data necessary to provide the deliverables outlined in this RFP.
It is anticipated that this component will require numerous meetings with City staff only and will include an additional 3 public meetings above the community meetings outlined above.
Component 3 – Speed Survey and Recommendations for Speed Limits – This component will utilize data collected to develop a speed survey for the City’s non-residential roadways. At a minimum the consultant is expected to complete the following for this component:
• Analysis of speed survey data for applicable City streets and the development of the speed survey report document.
• Review of Survey against new laws for setting speed limits. • Establish speed limits for non-residential streets with a focus on safety and Vision Zero. • Review of school zones, the downtown and other areas where the ability to set the speed limit below 25mph may be possible.
• This component is due ahead of report, by July 31, 2023.
It is anticipated that this component will require limited meetings with City staff only and will include 1-2 public meetings.
Component 4 – Presentation of Data Analysis and Findings In this component the consultant is expected to present draft data using presentations and documents to communicate findings in a draft format. It is expected that the following at minimum would be presented.
• Community wants and needs for the transportation system • Barriers to pedestrian and bicycle use of the transportation system • Complete Streets/Vision Zero safety assessment
• Current levels of service for roadways and intersections • Comparison of congestion in other adjacent communities • Identified priority physical improvements to City transportation facilities that:
o Improve Safety for Pedestrians, Bicyclists and Motor Vehicles o Improve connections for non-motorized travel through the City