report.
Many of these districts were formed in the 1970’s, when inflationary adjustments to the levies were disallowed.
This has resulted in a continued deterioration of the available funding and level of service that the City has been able to provide in some of these districts. Balloting was conducted, in accordance with Proposition 218, in FY 2007-2008, at which time, all parcel owners within eight of these districts (Carriage Oaks, Garthe Ranch (does not include Garthe Ranch B), Glen Cove III, Hunter Ranch III, Marine World/Fairgrounds, Sandpiper Point, South Vallejo Business Park, and Town and Country II-V) were afforded the opportunity to increase the assessments in order to provide a higher level of service. All of these districts, with the exception of Marine World/Fairgrounds and South Vallejo Business Park, rejected the proposed increases. This has resulted in a continued reduction in the level of service that can be provided, which will continue to occur until the parcel owners within such districts approve an increase to their assessment rates. In 2015, balloting was conducted again, in accordance with Proposition 218, in Glen Cove III. The ballot measure was approved resulting in the formation of the Glen Cove III 2015 LMD.
Examples of reduced services in FY 2022-2023 are:
The elimination of tree trimming and view enhancement
The elimination of fencing repairs
Reduced irrigation service
Reduction in the frequency of maintenance services
Postponement of capital improvement projects
The FY 2022-2023 Report for the 1972 Act Districts is included as an attachment to this staff report and is also on file in the City Clerk’s Office (3RD floor) and in the Department of Public Works (4th Floor), City Hall, 555 Santa Clara Street, Vallejo, CA 94590.
As reflected by the chart below, many of the districts are proposed to be levied at the same rate as they were during FY 2021-2022. The annual assessment rates for Glen Cove III 2015 are proposed to increase, as this district allows for an inflationary adjustment, to improve the level of service and set aside funds for future capital improvements. Consistent with Proposition 218, such increases are not considered new increased assessments that require that a notice and ballot be sent to property owners.
The following chart reflects both the approved FY 2021-2022 levy per parcel and the proposed FY 2022-2023 levy per parcel:
DISTRICT
APPROVED FY 2021-22
ASSESSMENT
PROPOSED FY 2022-23
ASSESSMENT
% CHANGE
Bordoni Ranch Zone 1 $ 392.99 $ 392.99 0%
Bordoni Ranch Zone 2 $ 270.33 $ 270.33 0%
Carriage Oaks $ 58.52 $ 58.52 0%
Garthe Ranch $ 128.46 $ 128.46 0%
Date: June 14, 2022
Subject: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING ANNUAL LEVY
REPORT AND COLLECTION OF ASSESSMENTS ON PROPERTIES IN THE
BORDONI RANCH, CARRIAGE OAKS, GARTHE RANCH, GLEN COVE III, GLEN COVE III 2015, HUNTER RANCH III, MARINE WORLD/FAIRGROUNDS,
MARINVIEW, NORTHEAST QUADRANT, SANDPIPER POINT, SOUTH VALLEJO
BUSINESS PARK, AND TOWN AND COUNTRY II-V LANDSCAPE MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023
Garthe Ranch "B"
(Highlands)
$ 2,075.42 $ 2,075.42 0%
Glen Cove III $ 155.14 $ 155.14 0%
Hunter Ranch III $ 72.04 $ 72.04 0%
Marine World-
Fairgrounds
$ 125.26 $ 125.26 0%
Marin View $ 636.00 $ 636.00 0%
Northeast Quadrant $ 287.24 $ 287.24 0%
Northeast Quadrant Zone A $ 444.20 $ 444.20 0%
Sandpiper Point $ 141.76 $ 141.76 0%
South Vallejo Business Park $ 3,286.60 $ 3,286.60 0%
Town & Country II-V $ 70.48 $ 70.48 0%
Glen Cove III 2015 Zone A $ 120.05 $ 125.14 4.24%
Glen Cove III 2015 Zone B $ 117.67 $ 122.66 4.24%
Glen Cove III 2015 Zone C $ 112.85 $ 117.63 4.24%
The proposed assessments comply with the provisions of Proposition 218. The total amount of funds to be assessed for these twelve 1972 Act Landscape Maintenance Districts in FY 2022-2023 is $2,562,401.61.
FISCAL IMPACT
There is no fiscal impact to the General Fund associated with this action.
Landscape District budgets are separate from the City’s General Fund. Landscape Maintenance District assessments finance the maintenance of improvements in the districts. The Public Works Department costs for labor and materials associated with the Landscape Maintenance Districts are charged to the individual district budgets. All City costs associated with maintaining and administering the Districts are covered by the annual assessments. The total amount of funds to be assessed for these twelve 1972 Act Landscape Maintenance Districts in FY 2022-2023 is $2,562,401.61.
The financial health of the previously identified districts has been described in the Engineer’s Report. As noted in this report, required operating reserves will continue to be compromised and service levels reduced in those districts that have not had an increase to their assessment since their formation in the 1970s. FY 2022-2023 funding in the remaining districts is adequate to maintain the current minimal service levels and to sustain the required operating reserves.
ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines section 15378.
Date: June 14, 2022
Subject: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING ANNUAL LEVY
REPORT AND COLLECTION OF ASSESSMENTS ON PROPERTIES IN THE
BORDONI RANCH, CARRIAGE OAKS, GARTHE RANCH, GLEN COVE III, GLEN COVE III 2015, HUNTER RANCH III, MARINE WORLD/FAIRGROUNDS,
MARINVIEW, NORTHEAST QUADRANT, SANDPIPER POINT, SOUTH VALLEJO
BUSINESS PARK, AND TOWN AND COUNTRY II-V LANDSCAPE MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023
ATTACHMENTS
1. Vallejo 1972 Act ER 4-7-22
2. Reso Public Hearing 1972 LMDs_CAO Stamp
CONTACT
Melissa Tigbao, Public Works Director, (707) 648-4301
[email protected]
Jason Lacey, Landscape Maintenance Manager, (707) 553-7219 [email protected]
ENGINEER’S REPORT
City of Vallejo
Landscape Maintenance Districts
Fiscal Year 2022‐23
Pursuant to the Landscaping and Lighting Act of
1972 and Article XIIID of the California Constitution
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Page ii
Table of Contents
Introduction ................................................................................................................. 1 Overview.................................................................................................................................... 1 Assessment Process .................................................................................................................. 1 Engineer’s Report ...................................................................................................................... 2 Assessment History ................................................................................................................... 3 Changes To The Landscape Maintenance Districts ........................................................ 6 Plans & Specifications .................................................................................................. 7 Description of the Landscape Maintenance Districts .................................................... 9 Method of Apportionment ......................................................................................... 48 Method of Apportionment ...................................................................................................... 48 Discussion of Benefit ............................................................................................................... 48 General versus Special Benefit ................................................................................................ 51 Benefit Finding ........................................................................................................................ 52 Method of Assessment ............................................................................................................ 55 Appeals and Interpretation ..................................................................................................... 58 Inflationary Adjustment .......................................................................................................... 58 Assessment ................................................................................................................ 61 Appendix A ‐ 2022‐2023 Assessment Roll ................................................................... 63 Appendix B ‐ Assessment Diagram ............................................................................. 64
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
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CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Introduction
Overview
The City of Vallejo (the “City”) annually levies and collects special assessments in order to maintain the improvements within the Landscape Maintenance Districts (“LMD” or “LMDs”). The LMDs have been formed pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the “1972 Act”).
This document includes the Engineer’s Reports (the “Reports”) for twelve Landscape Maintenance Districts (hereafter referred to as “LMD” or “LMDs”) designated as:
Bordoni Ranch LMD
Carriage Oaks LMD
Garthe Ranch LMD (Zone A and Zone B)
Glen Cove III LMD
Glen Cove III 2015 LMD
Hunter Ranch III LMD
Marine World/Fairgrounds Drive LMD
Marin View LMD
Northeast Quadrant LMD (Including Zone A)
Sandpiper Point LMD
South Vallejo Business Park LMD
Town and Country II through V LMD
In an effort to streamline the annual administrative process and expenses, the annual Reports required for each LMD, pursuant to the 1972 Act, are incorporated into this single Report. This comprehensive Report address the overall legislative authority, benefit rationale and method of apportionment for the LMDs listed above and provides separately a more detailed description of each LMD’s boundaries, improvements, proposed budget and assessments for fiscal year 2022‐2023 as required by Chapter 1, Article 4, beginning with Section 22565 of the 1972 Act.
Assessment Process
This Report was prepared to establish the budgets for the continued capital improvement and services expenditures that would be funded by the proposed 2022‐2023 assessments, determine the benefits received from the lighting and landscaping maintenance and improvements by property within the LMDs and the method of assessment apportionment to lots and parcels within the LMDS. This Report and the proposed assessments have been made pursuant to the provisions of the 1972 Act and Article XIIID of the California Constitution (the “Article”).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
In each subsequent year for which the assessments will be continued, the Council must direct the preparation of an Engineer's Report, budgets and proposed assessments for the upcoming fiscal year. After the Engineer's Report is completed, the Council may preliminarily approve the Engineer's Report and proposed assessments and establish the date for a public hearing on the continuation of the assessments. This Report was prepared pursuant to the direction of the Council.
If the Council approves this Engineer's Report and the continuation of the assessments by resolution, a notice of assessment levies must be published in a local paper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer's Report and establishing the date for a public hearing is used for this notice.
Following the minimum 10‐day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the assessments. This hearing is currently scheduled for June 14, 2022. At this hearing, the Council would consider approval of a resolution confirming the continuation of the assessments for fiscal year 2022‐2023. If so confirmed and approved, the assessments would be submitted to the County Auditor/Controller for inclusion on the property tax rolls for Fiscal Year 2022‐2023.
Engineer’s Report
SCI Consulting Group has been retained by the City as the Assessment Engineer for this Assessment since 2011‐2012. Language taken from the previous Engineer's Report is shown in Times New Roman, 10 pt. Font.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Assessment History
After the passage of Proposition 218 in November 1996 (now Articles XIIIC and XIIID of the California Constitution), the City conducted a complete analysis of the proposition and its application to the LMDs and the assessments related thereto. Pursuant to the Article XIIID Section 5 of the Constitution, certain existing assessments are exempt from the substantive and procedural requirements of Article XIIID Section 4 and property owner balloting for the assessments is not required until such time that the assessments are increased. Specifically, the City determined that the improvements and the annual assessment for each of the then existing 1972 Act Districts were part of the conditions of property development and approved by the original property owner (developer). As such, pursuant to Article XIIID Section 5b of the Constitution, the existing assessments were approved by all the property owners at the time the assessment was created (originally imposed pursuant to a 100% landowner petition) and therefore, the previously adopted assessments for each of those LMDs were exempt from the procedural requirements of the Article XIIID Section 4.
With the exception of the Bordoni Ranch LMD, Marine World/Fairgrounds LMD, Northeast Quadrant LMD, South Vallejo Business Park LMD, the Highlands at Garthe Ranch LMD (Garthe Ranch LMD Zone B) and Glen Cove III 2015 LMD which were balloted for a new or increased assessment that included an inflationary adjustment, each of the LMDs contained within this Report currently have fixed maximum assessment rates with no adjustment for inflation. Although these assessment rates (with the exception of Marin View LMD) were established prior to the passage of Proposition 218 and have been identified as exempt assessments pursuant to Article XIIID Section 5b of the Constitution, it has been determined that the current assessment revenues for most of these LMDs are no longer sufficient to cover the annual cost of providing the improvements.
Since the passage of Proposition 218, all new or increased assessments established for the LMDs and identified as the “Current Maximum Assessment Rate” in this Report have been submitted to the property owners of record and approved by such property owners pursuant to the provisions of the California Constitution Article XIIID Section 4.
Specifically:
The Marin View LMD was formed in fiscal year 1999‐2000. As part of that formation process, the City conducted a property owner protest ballot proceeding for the proposed maximum assessment. The results of that balloting indicated that majority protest did not exist and the “Current Maximum Assessment Rate” identified in this Report for that LMD was approved and confirmed by the City Council. Although the maximum assessment for this LMD was approved through a property owner protest ballot proceeding, the maximum assessment established did not include an inflationary adjustment.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Also in fiscal year 1999‐2000, the City conducted property owner protest proceedings for a proposed assessment increase for the Northeast Quadrant LMD. The assessment increase (new maximum assessment) presented to the property owners in a property owner protest ballot proceeding and subsequently approved by those property owners, included an annual inflationary adjustment for the assessments.
In fiscal year 2007‐2008 the City conducted proceedings for the formation of the Highlands at Garthe Ranch Maintenance District and concurrently annexed the properties within this LMD to the existing Garthe Ranch LMD as Zone B. As part of the formation/annexation process the City conducted a property owner protest ballot proceeding on the proposed new assessment for the associated improvements. The new maximum assessment presented to the property owners of record and subsequently approved also included an annual inflationary adjustment for the assessments.
In fiscal year 2008‐2009 the City conducted property owner protest proceedings for a proposed assessment increase for eight of the LMDs outlined in this Report. These eight LMDs included:
Carriage Oaks LMD
Garthe Ranch LMD (Zone A only)
Glen Cove III LMD
Hunter Ranch III LMD
Marine World/Fairgrounds Drive LMD
Sandpiper Point LMD
South Vallejo Business Park LMD
Town and Country II through V LMD
In addition to the proposed assessment rate increases, the City proposed the implementation of an annual inflation adjustment for those new maximum assessment rates. In connection with the proposed assessment increases, pursuant to the provisions of the California Constitution, Article XIIID Section 4, the City conducted a property owner protest ballot proceeding for the establishment of the proposed new maximum assessments and inflationary adjustment for each respective LMD prior to imposing such new assessments.
The tabulation of the ballots indicated that majority protest did not exist for the proposed new or increased assessment for the following two LMDs only:
Marine World/Fairgrounds Drive LMD
South Vallejo Business Park LMD
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
In fiscal year 2010‐2011, the City conducted a property owner ballot proceeding for a proposed new assessment for the Bordoni Ranch LMD. The new assessment presented to the property owners in a ballot proceeding and subsequently approved by those property owners included an annual inflationary adjustment for the assessments.
In fiscal year 2015‐2016, the City conducted a property owner ballot proceeding for a proposed new assessment in the Glen Cove III area, Glen Cove III 2015 LMD (Glen Cove III District 2). The new assessment presented to the property owners in a ballot proceeding and subsequently approved by those property owners included an annual inflationary adjustment for the assessments.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Changes To The Landscape Maintenance Districts
Changes within the LMDs that affect the 2022‐2023 levy of assessments are outlined below.
Annexations
No new annexations have occurred since the fiscal year 2021‐2022 Engineer’s Report was approved.
New Landscape Maintenance Districts
No new LMDs have been formed since the fiscal year 2021‐2022 Engineer’s Report was approved.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Plans & Specifications
The LMDs provide maintenance of landscaping and lighting within the public right‐of‐way, dedicated landscape easements, parks, detention basins, and street lighting (the “Improvements”) in the various LMDs throughout the City. Each LMD has differing costs and provides direct and special benefits to the parcels within these LMDs. All properties will be assessed only for the maintenance of improvements within their respective LMD.
Improvements within the LMDs include but are not limited to: installation, maintenance and servicing of public facilities, and incidental expenses, including but not limited to, street lights, public lighting facilities, landscaping, sprinkler systems, statuary, fountains, other ornamental structures and facilities, landscape corridors, ground cover, shrubs and trees, street frontages, drainage systems, fencing, entry monuments, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, for property owned or maintained by the City of Vallejo. Any plans and specifications for these improvements will be filed with the Public Works Director of the City of Vallejo and are incorporated herein by reference.
Installation means the construction of lighting and landscaping improvements, including, but not limited to: land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage and lights.
Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of any improvement, including repair, removal or replacement of all or any part of any improvement; providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; the removal of trimmings, rubbish, debris, and other solid waste, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
Servicing means the furnishing of electric current or energy for the operation or lighting of any improvements, and water for irrigation of any landscaping or the maintenance of any other improvements.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment. (Streets & Highways Code §22526).
The assessment proceeds will be exclusively used for Improvements within the LMDs plus Incidental expenses.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Description of the Landscape Maintenance Districts
Landscape Maintenance District Boundaries, Specific Areas Maintained and Fiscal Year 2022 ‐2023 Estimate of Cost and Budgets A description of the boundaries, areas maintained, Improvements and FY 2022‐23 Budgets are described in detail below for each LMD.
BORDONI RANCH LMD
This LMD is designated as Bordoni Ranch Landscape Maintenance District and may be referred to as Bordoni Ranch LMD. Bordoni Ranch LMD was formed in 2010. The LMD serves two Zones:
Zone 1 is comprised of all parcels of land within the Bordoni Ranch subdivision, as well as the two parcels on the west side of Columbus Parkway that are the proposed site of the planned detention basin/wetlands;
Zone 2 is comprised of the remaining three parcels of land on the west side of Columbus Parkway that are proposed to be future residential subdivisions, including the planned Tuscany subdivision.
Boundaries
Zone 1 consists of all lots, parcels and subdivisions of land within the proposed residential subdivision known as Bordoni Ranch, generally located east of and adjacent to Columbus Parkway and south of Regents Park Drive and Brunswick Drive. Zone 1 also includes the two parcels that are the site of the proposed detention basin as well as vacant wetlands.
These two parcels are generally located west of and adjacent to Columbus Parkway, and north of Benicia Road, and south of Greenmont Drive.
Zone 2 consists of all lots, parcels and subdivisions of land within the proposed residential subdivision known as Tuscany as well as vacant land and two parcels zoned for residential development (future single‐family residential subdivisions). These properties are generally located west of and adjacent to Columbus Parkway; and north of Greenmont Drive, and south of Aragon Street.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Improvements
The LMD maintains landscape improvements, open space areas and park facilities. It has been determined that specific improvements to be maintained throughout the LMD are improvements that provide special benefits to each property within the LMD, the cost of which will be proportionately shared by properties in both Zone 1 and Zone 2 (“Shared Improvements”). Conversely, other improvements to be maintained throughout the LMD that are specifically the result of developing properties within the Bordoni Ranch residential subdivisions are improvements that provide special benefits to only those properties, and the cost of providing such improvements shall be proportionately shared by only the properties in Zone 1 (“Zone 1 Improvements”). Therefore, Zone 1 receives benefits from both the Zone 1 Improvements and the Shared Improvements while Zone 2 receives benefits only from the Shared Improvements. The Improvements to be maintained throughout the LMD are generally described as:
Zone 1 Improvements
Irrigated parkways and slopes (streetscape) within the public right‐of‐ways on the perimeter of the Bordoni Ranch subdivision, including but not limited to:
o Landscaped area located on the east side of Columbus Parkway, from Regents Park Drive southward to the southern end of the Bordoni Park subdivision;
o Landscaped area and approximately 19 street trees located on the south side of Regents Park Drive, from Columbus Parkway eastward to approximately 50 feet west of Brunswick Drive;
o Landscaped area, including approximately 54 street trees on both sides of Waterstone Parkway between Regents Park Drive and Abbey Drive.
Irrigated open space areas and wetlands dispersed throughout the Bordoni Ranch subdivision that provide a transition from the streetscape landscaped areas to the non‐irrigated open space areas, and/or are located adjacent to the residential units or common areas within the Bordoni Ranch subdivision. Detention basin serving the Bordoni Ranch development.
Shared Improvements
Landscaped median islands on Columbus Parkway, approximately between Regents Park Drive on the north and Benicia Road on the south. Designated parkland, located at the corner of Columbus Parkway and Regents Park Drive. The park includes, but is not limited to:
o One basketball court;
o Two bocce courts;
o Toddler’s play structure;
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
o Older children’s play structure;
o Picnic areas with tables, barbeques, and benches;
o A 21‐stall parking lot.
General Information
Prior to the Bordoni Ranch development, there was a 6.74 acre park located on the south side of Regents Park Drive just east of Columbus Parkway. This park had very few amenities and consisted primarily of grass, trees and sidewalks. The park was maintained by the Greater Vallejo Recreation District (the “GVRD”). In anticipation of the increased demand to be placed on the park by the Developments, the previous park was demolished and a new park was completely reconstructed and enhanced as described above. Fiscal Year 2022‐2023 planning and redesign of the bathroom facilities are planned for completion.
LMD Budgets
The following provides the budget and maximum assessment rates for each Zone for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs Zone 01 Zone 02
2022-23
Budget
Contract Maintenance Costs $53,173 $1,196 $54,369
Salaries & Benefits $35,364 $796 $36,160
Services & Supplies $3,500 $79 $3,579
Landscape Water $40,892 $920 $41,812
Utilities $2,054 $46 $2,100
Landscape Rehabilitation / Vandalism $14,670 $330 $15,000 Capital Projects $0 $0 $0
Total Direct Costs $149,654 $3,366 $153,020
Administration Costs
Administration & Overhead $16,948 $381 $17,329
County Administration Fees $1,690 $38 $1,728
Professional Fees $876 $20 $896
Total Administration Costs $19,514 $439 $19,953
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $169,167 $3,805 $172,973 Contribution to / (from) Reserve Fund $0 $0 $0
Contribution to / (from) Rehabilitation Fund $3,160 $67 $3,227 Contribution (from) General Fund / Other Revenue ($3,341) ($75) ($3,416) Balance to Levy $168,986 $3,798 $172,784
District Statistics
Total Parcels 259 3 262
Total Parcels Levied 244 3 247
Total Equivalent Benefit Units 430.00 14.05 444.05
Proposed Levy per Benefit Unit $392.99 $270.33
Maximum Levy per Benefit Unit $694.72 $477.44
Total Assessment Levy $168,985.70 $3,798.14 $172,783.84 Fund Balance Information
Beginning Operating Reserve Fund Balance $84,583.72 $1,902.70 $86,486.42 Operating Reserve Fund Adjustments $0.00 $0.00 $0.00
Anticipated Operating Reserve Fund Balance $84,583.72 $1,902.70 $86,486.42 Beginning Rehabilitation Reserve Fund Balance $341,900.57 $7,691.01 $349,591.58 Rehabilitation Reserve Fund Adjustments $3,159.51 $67.49 $3,227.00 Anticipated Rehabilitation Reserve Fund Balance $345,060.07 $7,758.51 $352,818.58 Anticipated Total Ending Fund Balance $429,643.79 $9,661.21 $439,305.00 Estimate of Cost
City of Vallejo
Bordoni Ranch Landscape Maintenance District
Fund Number (#177)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Carriage Oaks LMD
This LMD is designated as Carriage Oaks Landscape Maintenance District and may be referred to as Carriage Oaks LMD. Carriage Oaks LMD was formed in 1990. The LMD serves a residential neighborhood of 254 parcels located in northeast Vallejo.
Boundaries
The LMD lies within the City of Vallejo, generally located within the area bounded by Interstate 80, State Route 37, the Country Club Crest Ranch and Cimarron Hills Subdivisions.
Improvements
The LMD maintains landscaped areas and weed control zones including approximately 1 acre of ornamental and native landscaping which includes ground cover, shrubbery and trees; and 10 acres of plantings and weed control described as follows:
Remove & replace over‐mature shrubs on Borges slopes
Thin out over‐mature vegetation at Griffin & Sousa
The landscape areas from Cimarron Court to Souza
The strip of weed height control along the Marine World Parkway sound wall and the open space below, to the west of Highway 80
Weed height control for open space areas
Prune trees in LMD easements
Upgrade irrigation on slopes along Borges
General Information
Slope drainage from Highway 80 is highly erosive to the open space area and has significantly impacted the LMD costs over the last few years. Although repairs due to erosion cannot be predicted, it is essential that the LMD’s Rehabilitation Fund be adequately funded for any unforeseen repairs or replacements.
The life expectancy of native shrubbery is five to fifteen years. The majority of the current landscape improvements (shrubbery) within the LMD will likely need replacement over the next several years.
A financial analysis of the LMD indicates that the current maximum assessment revenues do not generate adequate revenue to provide for the Improvements. The City conducted proceedings in fiscal year 2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009, which was not approved.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
The following provides the budget and maximum assessment rate for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $10,455
Salaries & Benefits $5,896
Services & Supplies $584
Landscape Water $2,716
Utilities $300
Landscape Rehabilitation / Vandalism $5,000
Capital Projects $0
Total Direct Costs $24,951
Administration Costs
Administration & Overhead $2,826
County Administration Fees $149
Professional Fees $77
Total Administration Costs $3,052
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $28,003
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund ($12,854)
Contribution (from) General Fund / Other Revenue ($285) Balance to Levy $14,864
District Statistics
Tot al Parcels 254
Total Parcels Levied 254
Total Equivalent Benefit Units 254.00
Proposed Levy per Benefit Unit $58.52
Maximum Levy per Benefit Unit $58.52
Total Assessment Levy $14,864.08
Fund Balance Information
Beginning Operating Reserve Fund Balance $14,001.32
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $14,001.32
Beginning Rehabilitation Reserve Fund Balance $15,565.68 Rehabilitation Reserve Fund Adjustments ($12,854.00)
Anticipated Rehabilitation Reserve Fund Balance $2,711.68 Anticipated Total Ending Fund Balance $16,713.00
Estimate of Cost
City of Vallejo
Carriage Oaks Landscape Maintenance District
Fund Number 7720 (#170)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Garthe Ranch LMD
This LMD is designated as Garthe Ranch Landscape Maintenance District and may be referred to as Garthe Ranch LMD. The LMD is comprised of two Zones:
Zone A (the original Garthe Ranch LMD) was formed in 1987 and serves a residential neighborhood consisting of 1,145 parcels within thirteen developments located in southeast Vallejo; and
Zone B (the Highlands) was formed and established in October 2006 and serves a residential development consisting of 105 parcels situated in the eastern portion of the City of Vallejo.
Boundaries
Zone A of the LMD is generally located within the areas bounded by Columbus Parkway, Lake Herman Road, the Vallejo‐Benicia city limits line, the Springtree/Fleming Hill LMD, Tennessee Street, Saint Catherine's Church, and the Summit I and Somerset Highlands III Landscape Maintenance Districts.
Zone B is generally located east of and adjacent to Columbus Parkway at Spring Road, south and west of Ascot Parkway, and north of Georgia Street.
Improvements
Zone A ‐ The LMD maintains landscaped areas, weed control zones and trail systems for the special benefit of properties within Zone A including approximately 30 acres of native and ornamental ground cover, shrubbery and trees; 31 acres of plantings and weed control that are found in the following areas:
The Ascot Parkway frontage which extends eastward to Newcastle Drive The Georgia Street frontage extending to Ascot Parkway Hilary Way between Columbus and Ascot Parkways
The Columbus Parkway slopes below the Coventry Hills subdivision and Highland Apartments
The frontages along Windsor, Westminster, Southport, and Ramsgate Ways The open space areas behind the residences of Ascot Parkway, Britannia Drive, Hawkins Street, Southport Way, Georgia Street, Knights Circle, Devonshire and Joel Courts, Devonshire Avenue, Manor Court, Newcastle Drive, Newcastle Court, Windsor and Westminster Ways, Sandhurst Drive, Sandhurst Court, and Saxony Court.
Zone B ‐ The LMD maintains landscaped areas, weed control zones and parkland for the special benefit of properties within Zone B including:
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Approximately one acre of irrigated parkways and slopes (streetscape) within the public right‐of‐ways along the interior streets of the Zone. Approximately half of an acre of irrigated open space areas that provide a transition from the streetscape landscaped areas to the non‐irrigated open spaces areas, and/or are located adjacent to the residential units or common areas within the Highlands subdivision.
Approximately one and a half acres of irrigated parkways and slopes (streetscape) on the perimeter of the Zone.
Approximately 25 acres of non‐irrigated (natural) open space area located in the eastern half of the Zone behind the residential subdivision.
A half‐acre park site is located in the center of the residential subdivision.
General Information
The life expectancy of native shrubbery is five to fifteen years. Although portions of the assessments for Zone A have been spent on rehabilitation in recent years, it is reasonable to assume that additional monies will be necessary in future years for either more rehabilitation of the improvements (particularly irrigation systems) or increased maintenance costs associated with very mature plant material.
LMD Budgets
Zone A Budget
A financial analysis of the LMD and the improvements indicates that the current maximum assessment rate does not generate sufficient revenues to adequately provide for the improvements. The City conducted proceedings in fiscal year 2008‐09 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐09 which was not approved.
The following provides the budget and maximum assessment rate for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $108,883
Salaries & Benefits $54,261
Services & Supplies $5,370
Landscape Water $32,582
Utilities $3,520
Landscape Rehabilitation / Vandalism $25,000
Capital Projects $0
Total Direct Costs $229,616
Administration Costs
Administration & Overhead $26,003
County Administration Fees $1,783
Professional Fees $925
Total Administration Costs $28,711
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $258,327
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund ($77,443)
Contribution (from) General Fund / Other Revenue ($2,542) Balance to Levy $178,342
District Statistics
Total Parcels 1145
Total Parcels Levied 1138
Total Equivalent Benefit Units 1388.31
Proposed Levy per Benefit Unit $128.46
Maximum Levy per Benefit Unit $128.46
Total Assessment Levy $178,342.30
Fund Balance Information
Beginning Operating Reserve Fund Balance $129,163.71
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $129,163.71
Beginning Rehabilitation Reserve Fund Balance $81,924.29 Rehabilitation Reserve Fund Adjustments ($77,443.00)
Anticipated Rehabilitation Reserve Fund Balance $4,481.29 Anticipated Total Ending Fund Balance $133,645.00
Estimate of Cost
City of Vallejo
Garthe Ranch Landscape Maintenance District
Fund Number 7716 (#180)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Zone B Budget
Zone B (Highlands) was formed and balloted for a new assessment in fiscal year 2006‐07, which included an annual inflationary.
The following provides the proposed budget and assessment rate for fiscal year 2022‐23 that is necessary to provide an appropriate level of maintenance for the Highlands (Zone B) of the LMD. The budget includes the City’s estimate of anticipated expenditures, revenues and fund balances required for the annual maintenance and operation of the improvements. The assessment rate derived from this budget and the established method of apportionment shall be used to calculate each parcel’s assessments for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 B udget
Contract Maintenance Costs $28,479
Salaries & Benefits $30,882
Services & Supplies $3,057
Landscape Water $50,827
Utilities $2,440
Landscape Rehabilitation / Vandalism $15,000
Capital Projects $0
Total Direct Costs $130,685
Administration Costs
Administration & Overhead $14,800
County Administration Fees $2,179
Professional Fees $1,130
Total Administration Costs $18,109
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $148,794
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $82,889
Contribution (from) General Fund / Other Revenue ($13,764) Balance to Levy $217,919
District Statistics
Total Parcels 105
Total Parcels Levied 105
Total Equivalent Benefit Units 105.00
Proposed Levy per Benefit Unit $2,075.42
Maximum Levy per Benefit Unit $2,569.15
Total Assessment Levy $217,919.10
Fund Balance Information
Beginning Operating Reserve Fund Balance $74,397.10
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $74,397.10
Beginning Rehabilitation Reserve Fund Balance $1,614,701.90 Rehabilitation Reserve Fund Adjustments $82,889.00
Anticipated Rehabilitation Reserve Fund Balance $1,697, 590.90 Anticipated Total Ending Fund Balance $1,771,988.00
Estimate of Cost
City of V allejo
Garthe Ranch Highland (Zone B) Landscape Maintenance District Fund Number 7746 (#188)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Glen Cove III LMD’s
The Glen Cove III area has two Landscape Maintenance Districts, the first LMD is designated as Glen Cove III LMD or “LMD 1”, was formed in 1987. LMD 1 serves an area consisting of 2,936 parcels from twenty‐eight (28) developments located in southeast Vallejo.
The second Landscape Maintenance District was formed by property owner ballot proceeding fiscal year 2015‐16 and is designated as Glen Cove III 2015 LMD or “LMD 2”.
LMD 2 serves the same area as LMD 1 and contains 3,219 parcels from twenty‐eight (28) developments located in southeast Vallejo. LMD 2 contains slightly more parcels than LMD 1, due to its formation occurring after the implementation of Proposition 218, public agencies are subject to LMD 2 assessments.
LMD 2 was formed in order to provide additional funding for the maintenance and installation of landscape improvements throughout the Glen Cove III area. LMD 1 was formed in 1987 without an inflationary adjustment while costs have increased significantly. As a result, the assessment revenue from LMD 1 was no longer sufficient to fund annual maintenance and would have depleted the rehabilitation reserve fund.
The development of properties within both LMD’s is not expected to change significantly.
Boundaries
Both LMD’s lies within the City of Vallejo, generally located within the area bounded by Interstate 80, Interstate 780, Robles Way and the Benicia State Recreation Area.
LMD 2 Zones of Benefit
As part of the engineering work for the formation of LMD 2, an analysis was conducted on the relationship (including proximity, transportation corridors, likely travel routes, etc.), between properties and the primary improvements located along Glen Cove Parkway. As a results three zones, A, B and C were created as shown on the assessment diagram for LMD 2. Parcels in Zone B are determined to receive 98% of the level of special benefit as those within Zone A and parcels in Zone C are determined to receive 94% of the level of special benefit as those within Zone A.
Improvements
The LMD’s maintain landscaped areas; weed control zones; and trail systems including approximately 60 acres of ornamental and native landscaping which includes ground cover, shrubbery, and trees; and 62 acres of plantings and weed control that are found in the following areas:
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
The boundaries of Robles to the straits and Navone/Palou/Old Glen Cove Road to the Benicia State Recreation Area fence‐line and Glen Cove Parkway Mistral, Rivermouth, Brigantine, James River, New Bedford Court, Bear Cove Court, Pueblo Court, Duxbury Place, Sandy Neck Way, Sea Cliff Place, Saybrook Way, Antigua Way, and Chesapeake Drive
Glen Cove Parkway beginning at the west corner of the Marina Complex landscape area fronting the parkway to the intersection of Glen Cove Parkway and Bayside Terrace
The open space to the west and north of Waterview Terrace The slope of Clearview including the slope and trail along the strait to the entrance of the harbor
South Regatta from the intersection of Glen Cove Parkway to the intersection of Whiteside and South Regatta
The open space between Paddlewheel, Beston, Ancheta, Topsail, Yachtsman, and Seafarer
Weed control adjacent to the Benicia State Park fence‐line and the PG&E yard to the intersection of Flying Dutchman
The open space above Weathermark, Leeward, and Windward Courts The open space slope of Flying Dutchman, Pirates’ Cove, Sea Mist, Topsail, Helmsman, Anchor, Winter Harbor, Wellfleet, Cape Elizabeth, Fairhaven, and Silver Pine to the Benicia State Park fence
The Hwy. 780 fence‐line along the northeast boundary of the LMD The access pathway behind Topsail and the landscaping along each side of North Regatta to the intersection of Glen Cove Parkway and North Regatta The north side of Sunfish Court
Outrigger near Sea Horse and the open space to the rear yard fences of Palou and Pueblo
The open space above Del Sur in the cul‐de‐sac, above Clearpointe, and the open space above and below the Clearpointe Drive cul‐de‐sac
General Information
The life expectancy of native shrubbery is five to fifteen years. Fiscal Year 2021‐2022 design of Phase 1 of the Glen Cove entryway improvements and Glen Cove parkway are planned for completion. The following capital improvement projects are planned over the next three years:
Glen Cove Entry Way Project completion (fiscal year 2022‐2023): Remove and replace existing landscaping and update irrigation on the inbound and outbound lanes and the center median along Glen Cove Parkway from intersection of Robles approximately to the intersection of New Bedford.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Fiscal Year 2022‐2023 Glen Cove walking/bike path resurfacing (slurry seal) along Glen Cove Parkway from New Bedford to Glen Cove Elementary School.
Glen Cove Parkway at North Regatta (fiscal year 2022‐2023): Remove and replace existing landscaping and update irrigation on the inbound and outbound lanes and the center median along Glen Cove Parkway from intersection of North Regatta to the intersection of South Regatta.
South Regatta at Glen Cove Parkway (fiscal year 2023‐2024): Remove and replace existing landscaping and update irrigation along east side of South Regatta from Glen Cove Parkway to Paddle Wheel Drive.
The City conducted proceedings in fiscal year 2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009 which was not approved. The City conducted a second property owner ballot proceeding in fiscal year 2015‐16 for a new assessment and an annual inflationary adjustment commencing in fiscal year 2015‐16 which was approved. As noted previously the new LMD is designated as Glen Cove III 2015 LMD or “LMD 2”.
Including the annual inflationary adjustment maximum assessment rates for LMD 2 for fiscal year 2022‐23 are $125.14 for properties in Zone A, $122.66 for properties in Zone B, and $117.63 for properties in Zone C.
LMD Budget
The following provides the budget and maximum assessment rate for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs
2022-23
Glen Cove III
LMD 1
2022-23
Glen Cove III
LMD 2 (2015)
2022-23
Glen Cove III
Total Budget
Contract Maintenance Costs $222,166 $156,893 $379,059
Salaries & Benefits $94,814 $66,957 $161,771
Services & Supplies $9,384 $6,627 $16,011
Landscape Water $53,469 $37,759 $91,228
Utilities $3,810 $2,690 $6,500
Landscape Rehabilitation / Vandalism $17,583 $12,417 $30,000 Capital Projects $0 $0 $0
Total Direct Costs $401,226 $283,343 $684,569
Administration Costs
Administration & Overhead $45,437 $32,088 $77,525
County Administration Fees $4,626 $3,267 $7,893
Professional Fees $2,316 $1,636 $3,952
Total Administration Costs $52,380 $36,991 $89,370
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $453,606 $320,334 $773,939 Contribution to / (from) Reserve Fund $0 $0 $0
Contribution to / (from) Rehabilitation Fund $15,067 $10,679 $25,746 Contribution (from) General Fund / Other Revenue ($6,070) ($4,286) ($10,356) Balance to Levy $462,603 $326,727 $789,329
District Statistics
Total Parcels 2936 3219
Total Parcels Levied 2936 3075
Total Equivalent Benefit Units Zone A 2981.84 2157.96
Total Equivalent Benefit Units Zone B 271.25
Total Equivalent Benefit Units Zone C 199.00
Proposed Levy per Benefit Unit Zone A $155.14 $125.14
Proposed Levy per Benefit Unit Zone B $122.66
Proposed Levy per Benefit Unit Zone C $117.63
Total Assessment Levy $462,602.66 $326,727.01 $789,329.67 Fund Balance Information
Beginning Operating Reserve Fund Balance $226,802.79 $160,166.85 $386,969.64 Operating Reserve Fund Adjustments $0.00 $0.00 $0.00
Anticipated Operating Reserve Fund Balance $226,802.79 $160,166.85 $386,969.64 Beginning Rehabilitation Reserve Fund Balance $721,860.51 $489,314.84 $1,211,175.35 Rehabilitation Reserve Fund Adjustments $15,066.72 $10,679.28 $25,746.00 Anticipated Rehabilitation Reserve Fund Balance $736,927.23 $499,994.12 $1,236,921.35 Anticipated Total Ending Fund Balance $963,730.02 $660,160.97 $1,623,890.99 City of V allejo
Glen Cove III Landscape Maintenance Districts
Fund Number 7717 & 7748 (#185)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Hunter Ranch III LMD
This LMD is designated as Hunter Ranch III Landscape Maintenance District and may be referred to as Hunter Ranch III LMD.
Hunter Ranch III LMD was formed in 1986
The LMD serves a residential neighborhood of 190 parcels located in northeast Vallejo and the development of properties within the LMD is not expected to change significantly.
Boundaries
The LMD lies within the City of Vallejo, generally located within the area bounded by Turner, Ascot and Redwood Parkways and the Hunter Ranch I subdivision.
Improvements
The LMD maintains landscaped areas totaling approximately 6 acres of ornamental and native landscaping which includes ground cover, shrubbery, trees, and weed control zones that are found in the following areas:
The west side of lower Ascot Parkway beginning at the south end of the sound wall at Sterling and Ascot Parkways to the intersection of Redwood Parkway and Ascot Parkway
The slope landscaping along the north side of Redwood Parkway extending to the Trotter intersection, including three median islands on Redwood Parkway
General Information
A FY 2008‐2009 owner balloting to increase the assessment in the LMD to enable a full level of service failed and as a result the City reduced the Direct Costs of the LMD by re‐ negotiating the landscape maintenance contracts (reduced level of service) and less frequent water use in an attempt to bring the annual expenses in line with the assessment revenues.
A financial analysis of the LMD and the improvements indicates that the current maximum assessment rate does not generate sufficient revenues to adequately provide for the improvements.
LMD Budget
The following provides the budget and maximum assessment rate for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $11,734
Salaries & Benefits $5,342
Services & Supplies $529
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $5,000
Capital Projects $0
Total Direct Costs $22,605
Administration Costs
Administration & Overhead $2,560
County Administration Fees $137
Professional Fees $71
Total Administration Costs $2,768
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $25,373
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund ($11,129)
Contribution (from) General Fund / Other Revenue ($556) Balance to Levy $13,688
District Statistics
Tot al Parcels 190
Total Parcels Levied 190
Total Equivalent Benefit Units 190.00
Proposed Levy per Benefit Unit $72.04
Maximum Levy per Benefit Unit $72.04
Total Assessment Levy $13,687.60
Fund Balance Information
Beginning Operating Reserve Fund Balance $12,686.44
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $12,686.44
Beginning Rehabilitation Reserve Fund Balance $27,185.56 Rehabilitation Reserve Fund Adjustments ($11,129.00)
Anticipated Rehabilitation Reserve Fund Balance $16,056.56 Anticipated Total Ending Fund Balance $28,743.00
Estimate of Cost
City of Vallejo
Hunter Ranch III Landscape Maintenance District
Fund Number 7714 (#183)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Marine World/Fairgrounds Drive LMD
This LMD is designated as Marine World/Fairgrounds Drive Landscape Maintenance District and may be referred to as Marine World/Fairgrounds Drive LMD or Marine World/Fairground LMD.
Marine World/Fairgrounds Drive LMD was formed in 1989. The LMD serves 5 parcels that include a recreational theme park, fairgrounds, and motel/hotel complex (Holiday Inn) located in northeast Vallejo. Marine World/Fairgrounds Drive LMD is fully developed and the Equivalent Benefit Units (EBU) for the LMD is not expected to change.
Boundaries
The LMD lies within the City of Vallejo, generally located within the area bounded by Interstate 80, Fairgrounds Drive, and the western boundary of Marine World and the southern boundary of Solano County.
Improvements
The LMD maintains the landscaped frontages and median plantings totaling approximately 3 acres of native and ornamental ground cover, shrubbery and trees; and
0.5 acre of weed control and new plantings. Fairgrounds Drive serves as the entrance to the Discovery Kingdom (Formerly Marine World) Six Flags Theme Park and Solano County Fairgrounds and the LMD improvements are generally located in the areas described below:
Just beyond the entrance to the Fairgrounds parking lot to the south; and North beyond the overpass of Highway 37
General Information
The life expectancy of native shrubbery is five to fifteen years.
A past financial analysis of the LMD and the improvements indicated that the maximum assessment rate did not generate sufficient revenues to adequately provide for the improvements. The City conducted proceedings in FY2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009 which was approved.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
A financial analysis of the LMD with the inflationary adjustments indicates that the maximum assessment rate does generate sufficient revenues to adequately provide for improvements. The budget includes the City’s estimate of anticipated expenditures, revenues and fund balances required for the annual maintenance and operation of the improvements. The assessment rate derived from this budget and the established method of apportionment shall be used to calculate each parcel’s assessments for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $31,443
Salaries & Benefits $22,263
Services & Supplies $2,203
Landscape Water $16,942
Utilities $1,360
Landscape Rehabilitation / Vandalism $20,000
Capital Projects $0
Total Direct Costs $94,211
Administration Costs
Administration & Overhead $10,669
County Administration Fees $1,060
Professional Fees $549
Total Administration Costs $12,278
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $106,489
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $3,624
Contribution (from) General Fund / Other Revenue ($4,162) Balance to Levy $105,951
District Statistics
Tot al Parcels 4
Total Parcels Levied 4
Total Equivalent Benefit Units 845.85
Proposed Levy per Benefit Unit $125.26
Maximum Levy per Benefit Unit $152.76
Total Assessment Levy $105,951.17
Fund Balance Information
Beginning Operating Reserve Fund Balance $53,244.26
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $53,244.26
Beginning Rehabilitation Reserve Fund Balance $445,116.74 Rehabilitation Reserve Fund Adjustments $3,624.00
Anticipated Rehabilitation Reserve Fund Balance $448,740.74 Anticipated Total Ending Fund Balance $501,985.00
City of V allejo
Marine World / Fairgrounds Landscape Maintenance District Fund Number 7722 (#186)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Marin View LMD
This LMD is designated as Marin View Landscape Maintenance District and may be referred to as Marin View LMD.
Marin View LMD was formed July 13, 1999.
The LMD serves a residential neighborhood of 10 parcels located in north Vallejo and is fully developed.
Boundaries
The LMD lies within the City of Vallejo, generally located at the northern end of Pecan Court and bounded by Hickory and Pecan Streets.
Improvements
The LMD maintains landscaped areas and weed control zones found in the following areas:
The ornamental and native landscaping within the median island at the end of Pecan Court including ground cover, shrubbery, and trees Weed control in open space areas in the northwest corner and in the western portion of the LMD that assists in fire protection.
General Information
The property owners within the LMD approved the current assessment rate in Fiscal Year 1999‐2000, but the assessment did not include an inflationary adjustment.
Although previous financial analysis of the LMD suggested that assessment revenues may not be adequate to fund the improvements, this funding issue resulted largely from one‐ time rehabilitation expense and district formation expense that were required due to the lack of maintenance in the area previously, which has generally been resolved over time.
A financial analysis of the LMD in fiscal year 2008‐2009 indicated that the assessment revenues were sufficient to fund the maintenance of the improvements and did not require an assessment increase at that time. However, the revenues generated at the maximum assessment rate, limited possible funding for future rehabilitation or unforeseen expenses and without an annual inflationary adjustment, an assessment increase may be required in the near future.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
The following provides the proposed budget and assessment rate for fiscal year 2022‐23 that is necessary to provide an appropriate level of maintenance for the LMD. The budget includes the City’s estimate of anticipated expenditures, revenues and fund balances required for the annual maintenance and operation of the improvements. The assessment rate derived from this budget and the established method of apportionment shall be used to calculate each parcel’s assessments for fiscal year 2022‐23. The assessment rate derived from this budget is less than or equal to the previously approved maximum assessment rate for the LMD.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $1,309
Salaries & Benefits $1,375
Services & Supplies $136
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $3,000
Capital Projects $0
Total Direct Costs $5,820
Administration Costs
Administration & Overhead $659
County Administration Fees $64
Professional Fees $33
Total Administration Costs $756
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $6,576
Cont ribut ion t o / (f rom ) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $191
Contribution (from) General Fund / Other Revenue ($407) Balance to Levy $6,360
District Statistics
Tot al Parcels 10
Total Parcels Levied 10
Total Equivalent Benefit Units 10.00
Proposed Levy per Benefit Unit $636.00
Maximum Levy per Benefit Unit $636.00
Total Assessment Levy $6,360.00
Fund Balance Information
Beginning Operating Reserve Fund Balance $3,287.80
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $3, 287.80
Beginning Rehabilitation Reserve Fund Balance $48, 060.20 Rehabilitation Reserve Fund Adjustments $191.00
Anticipated Rehabilitation Reserve Fund Balance $48, 251.20 Anticipated Total Ending Fund Balance $51, 539.00
City of V allejo
Marin View Landscape Maintenance District
Estimate of Cost
Fund Number 7715 (#187)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Northeast Quadrant LMD
This LMD is designated as Northeast Quadrant Landscape Maintenance District and may be referred to as Northeast Quadrant LMD.
Northeast Quadrant LMD was formed in 1984.
The LMD currently serves approximately 1,867 parcels that include business, residential, and school land uses located in northeast Vallejo. The LMD is not fully developed and is currently comprised of 1,848 parcels that include business, residential, and school land uses located in northeast Vallejo. The LMD includes 159 parcels (140 assessable parcels) that are identified as Zone A. In addition to the overall improvements provided within the LMD, these parcels receive special benefits from additional local landscape improvements for which they are assessed.
Boundaries
The LMD is located within the area generally bounded by Highway 80, Hunter Ranch II and Hunter Ranch III subdivisions, Sulphur Springs Mountain, Blue Rock Springs Golf Course, Summit Landscaping District and Woodridge Landscape Maintenance District.
Within this LMD, parcels adjacent to Admiral Callaghan Lane and Columbus Parkway to the north, Plaza Drive to the west, parcels adjacent to Turner Parkway to the south and parcels adjacent to Ascot Parkway to the east are identified and designated as Zone A.
Improvements
Situated in the Blue Rock area of the City, the LMD is diverse with landscaped parkways, medians and large open spaces. The overall LMD maintains landscaped areas, weed control zones and trail systems that include approximately 23 acres of native and ornamental ground cover, shrubbery and trees; and 9 acres of weed control and plantings that are described below:
The median of Admiral Callaghan Lane from Columbus Parkway to Turner Parkway
Remove & replace irrigation & landscaping in median on Ascot between Redwood & Hawkesbury
Hydro seed bare fire break areas for grass stands
Remove & replace irrigation & plants on 4 corner medians at Redwood & Ascot The median islands at the Columbus Parkway and Admiral Callaghan Lane intersection
Fill in median shrubs along Ascot between Turner & Redwood Parkway The median and landscaped areas on the south side of Turner Parkway CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Replace landscaping along Turner Parkway between Admiral Callaghan Way & Ascot
The median on Ascot Parkway from Redwood Parkway to the other side of the bridge just before Hawksbury
Remove & replace irrigation & plants on Lake Herman Rd between Columbus to end
Maintain wrought iron fences located on public property or easements on Picasso, Topley, Rodin & Glenview Circle
North side of West bound lane on Columbus Pkwy from Blue Rock Springs Park to St. John's Mine Rd. Irrigate & landscape
The slope over the creek and the slope below Torrey Pine Court The slope below Picasso, Topley, Archer and Rodin Courts The slope landscaping to the north behind Glenview Circle and above Redwood Parkway
The slope surrounding Matthew Court
Ascot Parkway beyond the Blue Rock Springs Golf Course/Greater Vallejo Recreation District Park
Solano Bike Trail along the west boundary of the urban open space Zone A’s improvements are extra landscape maintenance related to tree care, additional litter pickup, and related utilities; and maintenance of entry monument and kiosk signs.
General Information
In fiscal Year 1999‐2000, to ensure a high level of service for the LMD, the property owners through protest ballot proceeding approved an assessment increase and annual inflationary adjustment.
In fiscal year 2004‐2005, formation of benefit Zone A was approved by property owners through a ballot proceeding. This ballot proceeding approved an assessment increase and annual inflationary adjustment applicable to those properties only.
It has been determined that the current maximum assessment rates for the LMD are sufficient to fund the annual maintenance of the LMD improvements. Based on the budget for fiscal year 2022‐23 the proposed assessments are less than the authorized maximum assessment rates. Future capital projects planned for FY 2022‐23 include design of landscape and irrigation improvements in the west bound lane of Columbus Parkway from Blue Rock Springs Park to Interstate 80 Freeway on‐ramp. Fiscal Year 2022‐ 2023 design engineering repair of retaining wall along Ascot Parkway between Garnett Drive and Turner Parkway.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
The following provides the proposed budgets and assessment rates for fiscal year 2022‐ 23 that are necessary to provide an appropriate level of maintenance for the LMD. The budgets include the City’s estimate of anticipated expenditures, revenues and fund balances required for the annual maintenance and operation of the improvements. The assessment rate derived from these budgets and the established method of apportionment shall be used to calculate each parcel’s assessments for fiscal year 2022‐
23. The assessment rates derived from these budgets are less than or equal to the previously approved maximum assessment rate for both Zone A and the Non‐Zone A parcels in the LMD.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs
2022-23
Zone A
2022-23
Non-Zone A
2022-23
Budget
Total
Contract Maintenance Costs $51,299 $225,094 $276,393
Salaries & Benefits $29,138 $127,853 $156,991
Services & Supplies $2,884 $12,654 $15,538
Landscape Water $33,542 $147,178 $180,719
Utilities $872 $3,828 $4,700
Public Signs (Zone A) $0 $0 $0
Landscape Rehabilitation / Vandalism $5,568 $24,432 $30,000 Capital Projects $0 $0 $0
Total Direct Costs $123,302 $541,040 $664,341
Administration Costs
Administration & Overhead $13,963 $61,271 $75,234
County Administration Fees $1,601 $7,027 $8,628
Professional Fees $830 $3,641 $4,471
Total Administration Costs $16,395 $71,938 $88,332
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $139,696 $612,978 $752,674 Contribution to / (from) Reserve Fund $0 $0 $0
Contribution to / (from) Rehabilitation Fund $26,708 $120,491 $147,199 Contribution (from) General Fund / Other Revenue ($6,882) ($30,197) ($37,079) Balance to Levy $159,523 $703,271 $862,794
District Statistics
Total Parcels 336 2165 2501
Total Parcels Levied 291 2043 2334
Total Equivalent Benefit Units 359.12 2448.37 2807.50
Proposed Levy per Benefit Unit $444.20 $287.24
Maximum Levy per Benefit Unit $541.75 $350.31
Total Assessment Levy $159,522.88 $703,270.95 $862,793.83 Fund Balance Information
Beginning Operating Reserve Fund Balance $69,848 $306,489 $376,337 Operating Reserve Fund Adjustments $0 $0 $0
Anticipated Operating Reserve Fund Balance $69,848 $306,489 $376,337 Beginning Rehabilitation Reserve Fund Balance $676,533 $2,962,700 $3,639,233 Rehabilitation Reserve Fund Adjustments $26,708 $120,491 $147,199 Anticipated Rehabilitation Reserve Fund Balance $703,242 $3,083,190 $3,786,432 Anticipated Total Ending Fund Balance $773,090 $3,389,679 $4,162,769 Estimate of Cost
City of V allejo
Northeast Quadrant Landscape Maintenance District
Fund Number 7711 (#178)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Sandpiper Point LMD
This LMD is designated as Sandpiper Point Landscape Maintenance District and may be referred to as Sandpiper Point LMD.
Sandpiper Point LMD was formed in 1981
The LMD serves a residential neighborhood of 385 parcels located in northwest Vallejo and is fully developed.
Boundaries
The LMD is generally located within the area bounded by Meadows Drive, Catalina Way and the Napa County line.
Improvements
The LMD maintains landscaped areas and weed control zones including approximately 4.5 acres of native and ornamental ground cover, shrubbery and trees; and 2.3 acres of weed controlled open space that are found in the following areas:
The landscaped strips and medians found within the boundaries of Meadows Drive wetlands on the west, Mini Drive median landscapes on the east and the Catalina Circle Wetlands on the northwest
Along Meadows Drive, Catalina Circle and Catalina Way The median islands of Mini Drive
General Information
In fiscal year 1999‐2000 the landscape improvement areas to be maintained for this LMD were expanded, resulting in a significant increase to the LMD’s overall maintenance costs.
Although these new areas of maintenance had a significant negative impact on the financial health of the LMD, initially the additional expenses were offset by use of available reserve funds. Although the LMD still has some reserve funds available to offset these costs, they are no longer sufficient to cover the full annual expenditures for the LMD.
Therefore, it was determined that the maximum assessment rate did not generate sufficient revenues to adequately provide for the improvements. The City conducted proceedings in FY2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009 which was not approved.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
The following provides the budget and maximum assessment rate for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $23,064
Salaries & Benefits $12,660
Services & Supplies $1,253
Landscape Water $11,295
Utilities $300
Landscape Rehabilitation / Vandalism $5,000
Capital Projects $0
Total Direct Costs $53,572
Administration Costs
Administration & Overhead $6,067
County Administration Fees $540
Professional Fees $279
Total Administration Costs $6,886
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $60,458
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund ($5,400)
Contribution (from) General Fund / Other Revenue ($1,047) Balance to Levy $54,011
District Statistics
Total Parcels 381
Total Parcels Levied 381
Total Equivalent Benefit Units 381.00
Proposed Levy per Benefit Unit $141.76
Maximum Levy per Benefit Unit $141.76
Total Assessment Levy $54,010.56
Fund Balance Information
Beginning Operating Reserve Fund Balance $30,229.05
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $30,229.05
Beginning Rehabilitation Reserve Fund Balance $105,016.95 Rehabilitation Reserve Fund Adjustments ($5,400.00)
Anticipated Rehabilitation Reserve Fund Balance $99,616.95 Anticipated Total Ending Fund Balance $129,846.00
Estimate of Cost
City of V allejo
Sandpiper Point Landscape Maintenance District
Fund Number 7713 (#163)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
South Vallejo Business Park LMD
This LMD is designated as South Vallejo Business Park Landscape Maintenance District and may be referred to as South Vallejo Business Park LMD. South Vallejo Business Park LMD was formed in 1981
The LMD is a light industry park that serves nine light industry parcels located in southwest Vallejo with eight of the nine parcels being fully developed Boundaries
The LMD is generally located within the area bounded by Solano Avenue, Fifth Street Avenue, Sonoma Boulevard, and the railroad tracks in the area.
Improvements
The LMD maintains parkway landscape areas adjacent to the properties within the LMD totaling approximately 2 acres of grass area with trees; and 0.5 acre of ornamental ground cover and shrubbery with trees.
General Information
In recent years, property owners within the LMD contacted the City regarding ways to reduce maintenance costs including reductions in irrigation. The City agreed to assist with this reduction by providing for water conservation practices in the maintenance contract.
However, it has been determined that further reductions could only be achieved by:
Eliminating the grassy mounding areas and/or removing trees from the turf planting areas and restricted them to stand‐alone landscape plots; or Removing the landscaped areas from Corporate Place to Sonoma Boulevard at the time the empty lot along Sonoma Boulevard is developed.
A financial analysis of the LMD and the improvements indicated that the maximum assessment rate did not generate sufficient revenues to adequately provide for the improvements. The City conducted proceedings in FY 2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009 which was approved.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
LMD Budget
The following provides the proposed budget and increased maximum assessment rate for fiscal year 2022‐23 that is necessary to provide an appropriate level of maintenance for the LMD. The budget includes the City’s estimate of anticipated expenditures, revenues and fund balances required for the annual maintenance and operation of the improvements. The assessment rate derived from this budget and the established method of apportionment shall be used to calculate each parcel’s assessments for fiscal year 2022‐23.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Maintenance Costs 2022-23 Budget
Contract Maintenance Costs $17,322
Salaries & Benefits $22,570
Services & Supplies $2,234
Landscape Water $45,179
Utilities $1,204
Landscape Rehabilitation / Vandalism $7,000
Capital Projects $0
Total Direct Costs $95,509
Administration Costs
Administration & Overhead $10,816
County Administration Fees $1,230
Professional Fees $638
Total Administration Costs $12,684
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $108,193
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $19,135
Contribution (from) General Fund / Other Revenue ($4,297) Balance to Levy $123,031
District Statistics
Tot al Parcels 9
Total Parcels Levied 9
Total Equivalent Benefit Units 37.43
Proposed Levy per Benefit Unit $3,286.60
Maximum Levy per Benefit Unit $4,128.69
Total Assessment Levy $123,030.58
Fund Balance Information
Beginning Operating Reserve Fund Balance $54,096.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $54,096.50
Beginning Rehabilitation Reserve Fund Balance $526,324.50 Rehabilitation Reserve Fund Adjustments $19,135.00
Anticipated Rehabilitation Reserve Fund Balance $545,459.50 Anticipated Total Ending Fund Balance $599,556.00
Estimate of Cost
City of Vallejo
South Vallejo Business Park Landscape Maintenance District Fund Number 7710 (#162)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Town and Country II through V LMD
This LMD is designated as Town & Country II‐V Landscape Maintenance District and may be referred to as Town & Country II‐V LMD.
Town & Country II‐V LMD was formed in 1986
The LMD serves a residential neighborhood of 336 parcels located in northeast Vallejo and is fully developed with no expected change in Equivalent Benefit Units (EBU)
Boundaries
The LMD is generally located within the area bounded by State Highway 37, Whitney Avenue, Serpentine Drive and Opal Drive.
Improvements
The LMD maintains landscaped areas and weed control zones that include approximately 3 acres of native and ornamental ground cover, shrubbery and trees on the various slopes within the LMD including:
The slopes between the residences of Whitney Avenue and Basalt Drive The slope behind residences of College Avenue and Olympic Drive including the access area from Quartz Drive
General Information
A financial analysis of the LMD and the improvements indicates that the current maximum assessment rate does not generate sufficient revenues to adequately provide for the improvements. The City conducted a proceeding in FY2008‐2009 to ballot the property owners within the LMD for an increased assessment and an annual inflationary adjustment commencing in fiscal year 2008‐2009 which was not approved.
LMD Budget
The following provides the budget and maximum assessment rate for fiscal year 2022‐ 2023.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $6,619
Salaries & Benefits $3,070
Services & Supplies $304
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $3,000
Capital Projects $0
Total Direct Costs $12,993
Administration Costs
Administration & Overhead $1,471
County Administration Fees $233
Professional Fees $121
Total Administration Costs $1,825
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $14,818
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $9,614
Contribution (from) General Fund / Other Revenue ($1,103) Balance to Levy $23,329
District Statistics
Total Parcels 336
Total Parcels Levied 331
Total Equivalent Benefit Units 331.00
Proposed Levy per Benefit Unit $70.48
Maximum Levy per Benefit Unit $70.48
Total Assessment Levy $23,328.88
Fund Balance Information
Beginning Operating Reserve Fund Balance $7,409.14
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $7,409.14
Beginning Rehabilitation Reserve Fund Balance $133,757.86 Rehabilitation Reserve Fund Adjustments $9,614.00
Anticipated Rehabilitation Reserve Fund Balance $143,371.86 Anticipated Total Ending Fund Balance $150,781.00
Estimate of Cost
City of Vallejo
Town and Country II-V Landscape Maintenance District
Fund Number 7712 (#184)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Budget Definitions
The following provides a summary of the services and costs that are included in the LMD Budgets:
Direct Cost:
Contract Maintenance Costs — Includes all contracted labor, material and equipment required to properly maintain the landscaping, irrigation systems, drainage systems, trail systems, fencing, natural drainage areas, open spaces, and related facilities within the LMD.
Salaries & Benefits — Staff time devoted to managing and inspecting Districts. The Public Works LMD reimbursement is proportionally spread amongst twenty‐seven (27) Districts based on each District’s budgeted direct and maintenance expense, inspections as a percentage of total costs in these categories for all Districts. Inspection costs are budgeted directly to the District as Field Inspection based on the historical and projected time spent in the inspection efforts.
Services & Supplies ‐ Vehicles, supplies and services devoted to managing and inspecting Districts.
Landscape Water — Includes the cost of the furnishing of water required for the maintenance of the landscaping.
Utilities — Includes the cost of the furnishing of electricity required for the irrigation systems and hardwire telephone connections at upgraded irrigation controllers, monitored by City Staff.
Landscape Rehabilitation / Vandalism — Includes repairs to the improvements in the LMD that are not normally included in the yearly Landscape Maintenance costs. This may include repairs or replacement of damaged improvements or facilities that may be the result of vandalism, storms, frost, natural occurrences, etc., including graffiti abatement.
Landscape Rehabilitation includes annual funding for planned landscape projects, which will significantly benefit and upgrade a specific LMD and are considered above normal routine landscape maintenance work.
Capital Projects – This item includes major repairs or capital improvement projects.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Administration Expenses:
Administration & Overhead — The cost allocation of all particular departments and staff of the City, for providing general support, services and operations related to the various districts, enterprises and accounts of the City.
County Administration Fee — This is the estimated cost to the LMD for the County to collect LMD assessments on the property tax bills. This charge is based on a flat rate per fund number plus a charge per assessment levied.
Professional Fees — This is the estimated cost to the District for the Assessment Engineer to prepare this report and to calculate and submit the assessments to the Solano County Auditor’s office.
Collections/ (Credits) Applied:
Fund Balance Collection — The 1972 Act provides for a LMD to fund an Operating Reserve Fund as well as the collection of funds in installments for specific projects. This budget item identifies funds collected or transferred from these two LMD Fund Balances:
Operating Reserve Fund provides for the collection of funds to operate the LMD from the time period of July 1 (beginning of the Fiscal Year) through December 10 or when the County provides the City with the first installment of assessments collected from the property tax bills (typically January or February).
Rehabilitation Funds may be collected to cover the cost of repairs that are outlined in either a defined project plan or periodic maintenance costs that may be unforeseen and are not normally included in the yearly maintenance contract costs, including the costs associated with upgrades, repairs, replacements or refurbishing of the improvements.
These amounts may be budgeted and spent each fiscal year, or collected in installments and held in the Rehabilitation Reserve Fund for a large improvement projects.
Other Revenues/General Fund (Contributions) — This item includes additional funds designated for the LMD that are not annual assessments. These funds are added to the LMD account to reduce assessments (contributions are shown as a negative amount), and may be from non‐LMD or LMD sources including City General Fund Contributions for general benefit costs and/or interest earnings. This item may also include the repayment of funds previously loaned to the LMD from other sources (a positive amount) to be collected as part of the annual assessments.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Balance to Levy:
The Balance to Levy — The total amount to be collected for the current fiscal year through assessments (for special benefits). The Balance to Levy represents the sum of Total Direct Cost Budget, Administration Budget; and Collections (Credits) Applied. Only those costs related to the improvements identified as special benefits are levied and collected on the tax roll. This amount divided by the “Total Equivalent Benefit Units” for the LMD determines the proposed assessment rate for the fiscal year.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Method of Apportionment
Method of Apportionment
This section of the Engineer's Report explains the special and general benefits to be derived from the installation, maintenance and servicing of Improvements located throughout the LMDs, and the methodology used to apportion the total assessment to properties within the LMDs.
The LMDs consists of Assessor Parcels within the boundaries of the City of Vallejo as defined by the County of Solano tax code areas. The parcels include all privately or publicly owned parcels within said boundaries. The method used for apportioning the assessments is based upon the proportional special benefits to be derived by the properties in the LMDs over and above general benefits conferred on real property or to the public at large. The apportionment of special benefit is a two‐step process: the first step is to identify the types of special benefit arising from the improvements, and the second step is to allocate the assessments to property based on the estimated relative special benefit for each type of property.
Discussion of Benefit
In summary, the assessments can only be levied based on the special benefit to property.
This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 states:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements."
Proposition 218, which added Article XIIID of the California Constitution, provides as follows:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel."
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Benefit categories have been established that represent the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the installation, maintenance and servicing lighting and landscaping improvements to be provided with the assessment proceeds. These categories of special benefit are summarized as follows:
A. Proximity to Improved Landscaped Areas and Other Public Improvements within the Landscape Maintenance Districts.
B. Access to Improved landscaped areas and Other Public Improvements within the Landscape Maintenance Districts.
C. Improved Views within the Landscape Maintenance Districts.
D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements.
E. Creation of individual lots for residential and commercial use that, in absence of the assessments, would not have been created.
Case law interpreting Proposition 218 provides enhanced clarity to the definitions of special benefits to properties in three distinct areas:
Proximity
Expanded or improved access
Views
This case law also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The case law also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment:
The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values).
Proximity, improved access and views, in addition to the other special benefits listed above further strengthen the basis of these assessments.
Special Benefits from the Original Engineer’s Report
The improvements provided within the various LMDs may include, but is not limited to landscaped medians, parkways, entryways, slopes, parks, open-space CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
areas and appurtenant facilities. The annual assessments outlined in this Report are based on the estimated costs to prov ide all necessary service, operation, administration, and maintenance required each year to keep these improvements in a healthy, vigorous, and satisfactory condition and benefit the properties. The special benefits associated with the la ndscape improvements and facilities are specifically:
Enhanced desirability of properties through association with the improvements.
Improved aesthetic appeal of properties within the LMDs providing a positive representation of the area.
Environmental enhancement through improv ed erosion resistance, and dust and debris control.
Increased sense of pride in ownership of property within the LMD resulting from well-maintained improvements associated with the properties.
Reduced criminal activity and property-r elated crimes (especially vandalism) against properties in the LMD through well-maintained surroundings and amenities including abatement of graffiti and vandalism.
Enhanced environmental quality of the parcels within the LMDs by moderating temperatures, providing oxygenation and attenuating noise.
An enhanced sense of pride within the neighborhoods and communities and increased business opportunities as a result of enhanced surroundings and community pride.
Enhanced adaptation of the urban environment within the natural environment and improved aesthetic value of the neighborhood and properties within the LMDs by establishing green space and re creational areas for increased social opportunities and activities that help to strengthen family value and reduce ethnic and social tensions.
Enhanced quality of life through well- maintained green space and landscaped areas.
In addition to many of the special benef its associated with landscape amenities, local parkland and recreational facilities provide the further benefits of:
Increased neighborhood involvement and interaction.
Health, social and self-improvement benefits derived from utilizing the facilities.
Promotes a positive atmosphere and recreational opportunities for the youth in the neighborhood that encourages physical activity, group participation and character building.
Increased social opportunities and active involvement for senior citizens.
Family and group activities that help to strengthen family value and reduce ethnic and social tensions.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
The esthetic value of green space and recreational areas within the urban environment.
The preceding special benefits contribute to the overall aesthetic value, security and desirability of each of the assessed parcels and thereby provide a special enhancement to those properties. Furthermore, it has been determined that the lack of funding to properly service and maintain the improvements would likely have a direct negative impact on those properties.
General versus Special Benefit
In absence of the assessments, the Improvements in the LMDs would not be provided, so the Improvements are “over and above” what otherwise would be provided. Many of the parcels would not even exist if the assessments were not established because an assessment for the specific Improvements within the LMDs was a condition of development approval.
All of the Assessment proceeds derived from the LMDs will be utilized to fund the cost of providing a level of tangible “special benefits” in the form of landscaped parkways, landscaped medians, landscaped corridors, trail systems, park facilities, other Improvements and costs incidental to providing the Improvements and collecting the Assessments.
Although these Improvements may be available to the general public at large, the permanent public Improvements in the LMDs were specifically designed, located and created to provide additional and improved public resources for the direct advantage of property inside the LMDs, and not the public at large. Other properties that are either outside the LMDs or within the LMDs and not assessed, do not enjoy the unique proximity, access, views and other special benefit factors described previously.
Moreover, the homes in the LMDs would not have been built if the Assessments were not established because an assessment for the Improvements was a condition of development approval.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Benefit Finding
In summary, real property located within the boundaries of the LMDs distinctly and directly benefits from closer proximity, access and views of Improvements funded by the Assessments, the creation of developable parcels and the extension of usable land area provided by the assessments. The Improvements are specifically designed to serve properties in the LMDs, not other properties or the public at large. The LMDs have been narrowly drawn to include those parcels that receive a direct advantage from the Improvements. The public at large and other properties outside the LMDs receive only limited benefits from the Improvements because they do not have proximity, good access or views of the Improvements. These are special benefits to property in the LMDs in much the same way that sewer and water facilities, sidewalks and paved streets enhance the utility and desirability of property and make them more functional to use, safer and easier to access.
Without the Assessments, the public improvements within the LMDs would not be maintained and would turn into brown, unmaintained and unusable public improvements and public lands. If this happened, it would create a significant and material negative impact on the desirability, utility and value of property in the LMDs. Most importantly, without the Assessments, the developed properties would not exist, because the subdivisions and development proposals would not have been approved. The Improvements are, therefore, clearly above what otherwise would be provided and the Improvements uniquely and specially benefit parcels in the LMDs in a way that is not enjoyed by the general public or other property. We therefore conclude that all the Improvements funded by the Assessment are of special benefit to the identified benefiting properties located within the LMDs and that the value of the special benefits from such Improvements to property in the LMDs reasonably exceeds the cost of the Assessments for every assessed parcel in the LMDs. (In other words, as required by Proposition 218; the reasonable cost of the proportional special benefit conferred on each parcel reasonably exceeds the cost of the assessments.) Any general benefits to surrounding properties outside of the LMDs, if there were any, are collateral and conferred concomitantly.
General benefit is identified as that benefit received by properties outside of the LMD.
General benefit cannot be assessed to property within the LMD boundary.
Prior to the Bordoni Ranch development, there was a 6.74 acre park located on the south side of Regents Park Drive just east of Columbus Parkway. This park had very few amenities and consisted primarily of grass, trees and sidewalks and was maintained by the GVRD. In anticipation of the increased demand to be placed on the park by the new developm ents, the previous park was demolished and is going to be completely reconstructed and enhanced.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Once the enhanced park is completed, the City and the GVRD will continue to provide applicable maintenance services as agreed upon, which will contribute approximately 50% of the cost for the maintenance of the park, in proportion to the estimated general benefit that th e park provides to the neighboring communities at large. It is reasonable to assume that the park maintenance costs above the contribution made by the City and the GVRD approximately represent the special benefit to the properties within the LMD. This assignment of special benefit to the properties within the LMD is reasonable given that the reconstruction and enhancement of the park was desired and needed due to the anticipated development of properties within the LMD.
When the Northeast Quadrant LMD was established, it was determined that a portion of the Columbus Parkway improv ements within the LMD is considered general benefit. The City will contri bute each year to wards the landscape maintenance costs, water costs and associ ated administrative expenses for this particular improvement ar ea. In compliance with the California Constitution Article XIIID the annual budget includes a contribution identified as “Other Revenues/General Fund (Contribution)”, which represents the costs identified as general benefit.
The original determination of benefits to property and the method of special benefit apportionment to property were developed by Willdan Financial Services when the LMDs were originally approved by property owners as noted in the Description of LMDs section of this Report. The description of benefits and the determination and apportionment of benefits to property in this Report are consistent with the original benefit determination and apportionment. The original method of apportionment of assessment and other relevant elements of the original Engineer’s Reports for the LMDs are hereby incorporated by reference.
Quantification of General Benefit
Although the analysis used to support these assessments concludes that the benefits are solely special, as described above, consideration is made for the suggestion that a portion of the benefits are general. General benefits cannot be funded by these assessments ‐ the funding must come from other sources.
The maintenance and servicing of these improvements is also partially funded, directly and indirectly from other sources including the City of Vallejo, Solano County and the State of California. This funding comes in the form of grants, development fees, special programs, and general funds, as well as direct maintenance and servicing of facilities (e.g. curbs, gutters and streets, etc.) This funding from other sources more than compensates for general benefits, if any, received by the properties within the assessments district.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
The General Benefits from these Assessments may be quantified as illustrated in the following table.
Benefit Factor
Relative
Weight
General Benefit
Contribution
Relative General
Benefit
Creati on of parcel s 90 0% 0
Extens i on of recreation area 2.5 10% 0.25
Proximity to im p ro ve d parks and lan d scap e d areas 2.5 10% 0.25 Access to im p ro ve d parks, open space and l andscaped areas 2.5 10% 0.25 Im prove d views 2.5 10% 0.25
100 1
Total Cal cul ated Genera l Benefi t = 1.0%
As a result, City of Vallejo will contribute at least 1% of the total budget from sources other than the assessment. This contribution offsets any general benefits from the assessment services.
This general benefit contribution is the sum of the following components:
The City of Vallejo owns, maintains, rehabilitates and replaces curb and gutter along the border of the Districts improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the improvements.
The contribution from the City of Vallejo towards general benefit from the maintenance, rehabilitation and replacement of the curb and gutter is conservatively estimated to be 1%.
The City of Vallejo owns and maintains local public streets along the border of the Districts improvements. These public streets provide access to the improvements for its enjoyment as well as efficient maintenance. The contribution from the City of Vallejo towards general benefit from the maintenance of local public streets is conservatively estimated to be 1%.
The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non‐assessment funds, this “annuity” can be used to offset general benefit costs, and is conservatively estimated to contribute 25%, with the exception of Glen Cove III 2015 LMD which was calculated to contribute 5%.
Therefore, the total General Benefit is conservatively quantified at 1% which is more than offset by the total non‐assessment contribution towards general benefit of 27%, with the exception of Glen Cove III 2015 LMD which is offset by the total non‐assessment contribution towards general benefit of 7%.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Method of Assessment
The method of apportionment for the LMDs calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of the parcels within the LMDs. The net amount to be assessed upon parcels within the LMDs is apportioned by a formula and method that fairly distributes the net amount to be assessed among all assessable parcels in proportion to the special benefits to be received by each parcel from the improvements. Additionally, in compliance with Article XIIID Section 4 of the State Constitution each parcel’s assessment does not exceed the reasonable cost of the proportional special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore based upon both the improvements that benefit the parcels within the LMDs as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements.
Equivalent Benefit Units
The special benefits received by each parcel within the LMDs and each parcel’s proportional annual assessment is calculated on the basis of a fo rmula known as Equivalent Benefit Units. The Equivalent Benefit Unit (EBU) method of appo rtionment establishes a proportional benefit relationship between the various parcels within the LMDs and the improvements provided by the LMDs. The EBU assigned to each parcel utilizes a set formula and proportional weighting factors based on the land use, size and development status of each parcel within the LMDs compared to other parcels within the LMDs.
Equivalent Benefit Unit Application by Land Use
Land Use Designation EBU Application
Single Family Residence One (1.0) Benefit Unit per Unit
Vacant Residential Zoned Four-Tenths (0.4) Benefit Unit per Acre
Multi Family Residence Seven-Tenths (0.7) Benefit Unit per Unit
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Equivalent Benefit Unit Application by Land Use (Continued)
Land Use Designation EBU Application
Planned-Residential Development One (1.0 ) Benefit Unit per Planned Single-Family (Has received tentative or final Unit, Seven-Tenths (0.7) Benefit Unit per Multi- map approval) Family Unit
Commercial Use Three (3.0) Benefit Units per Acre
Vacant Commercial Zoned Four-Tenths (0.4) Benefit Unit per Acre
Industrial Use Three (3.0) Benefit Units per Acre
Vacant Industrial Zoned Four-T enths (0.4) Benefit Unit per Acre
Exempt Properties Zero (0.0) Benefit Units per Parcel
While all the land use designations shown above are not necessarily applicable in each LMD, each LMD is comprised of one or more of these la nd uses, and the proportional relationship between those various land uses is still applicable. The benefit formula applied to parcels within each LMD is based on the preceding EBU application. Each parcel's EBU correlates the parcel’s special benefit received as compared to the other parcels benefiting from the improvements within that LMD.
Exceptions
Bordoni Ranch LMD was formed with the following special conditions:
Planned-Residential Development — This land use is defined as any property for which a tentative map has been filed but for which a final tract map has not yet been approved. Properties designated as Planned-Residential Development shall be assessed at 2.0 EBU per acre, but a minimum of 1.00 EBU (parcels less than one acre are assigned 1.0 EBU).
Vacant Residential Zoned — This land use is define d as property that is zoned or planned for residential development, but a development map (tentative or final map) for the property has not yet been approved. Properties designated as Vacant La nd shall be assessed at 1.0 EBU per acre, but a minimum of 1.00 EBU (parcels less than one acre are assigned 1.0 EBU).
The following formula is used to calculate each parcel’s proportional benefit:
Property Type EBU x (Acreage/Units/Parcel) = Parcel’s calculated EBU
An assessment amount per EBU (“Rate”) for the LMD improvements is established by taking the total cost of the improvements and dividing that amount by the total numb er of EBUs for parcels benefiting from such improvements.
Total Balance to Levy / Total EBUs = Levy per EBU (“Rate”)
This amount is then applied back to each par cel’s individual EBU to determine each parcel’s proportionate benefit and assessment obligation.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Rate x Parcel’s EBU = Parcel’s Levy Amount
Glen Cove III 2015 LMD was formed with the following equivalent benefit units for different property types:
Land Use Designation EBU Application
Single Family Residential 1.0 Benefit Units per Unit
Condominium 0.39 Benefit Units per Unit
Duplex, Triplex, Fourplex 0.45 Benefit Units per Unit
Multi‐Family Residential (5+ Units 0.27 Benefit Units per Unit
Mobile Home on Separate Lot 0.22 Benefit Units per Unit
Commercial and Industrial 0.50 Benefit Units per
fifth acre for the first 5
acres 0.50 Benefit Units per each additional
acre over 5 acres
Office 1.42 Benefit Units per fifth acre for the first 5 acres 1.42 Benefit Units per each additional
acre over 5 acres
Self‐Storage of Parking Lot 0.05 Benefit Units per fifth acre for the first 5
acres 0.05 Benefit Units per each additional
acre over 5 acres
Golf Course 0.063 Benefit Units per fifth acre for the first 5 acres 0.063 Benefit Units per each additional
acre over 5 acres
Vacant / Undeveloped 0.25 Benefit Units per parcel
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Appeals and In terpretation
Any property owner who feels that the assessment levied on the subject property is in error as a result of incorrect information being used to apply the foregoing method of assessment, may file a written appeal with the Director of Public Works or her or his designee. Any such appeal is limited to correction of an assessment during the then current or, if before July 1, the upcoming fiscal year. Upon the filing of any such appeal, the Director of Public Works or his or her designee will promptly review the appeal and any information provided by the property owner. If the Director of Public Works or her or his designee finds that the assessment should be modified, the appropriate changes shall be made to the assessment roll. If any such changes are approved after the assessment roll has been filed with the County for collection, the Director of Public Works or his or her designee is authorized to refund to the property owner the amount of any approved reduction. Any property owner who disagrees with the decision of the Director of Public Works or her or his designee, may refer their appeal to the City Council of the City of Vallejo and the decision of the City Council of the City of Vallejo shall be final.
Inflationary Adjustment
Bordoni Ranch LMD
As noted previously, the property owners within the Bordoni Ranch LMD approved an inflationary adjustment in fiscal year 2010‐2011 through a ballot proceeding when the LMD was formed. The following paragraph describes the approved inflationary adjustment:
The Maximum Assessment Rate is equal to the (Initial) Zone Maximum Assessment Rate established for fiscal year 2010-2011 adjusted annually by the greater of, three percent (3%) or the annual percentage change in the Consumer Price Index (CPI) of “All Urban Consumers” for the San Francisco-Oakland-San Jose Area.
The change in the CPI from February 2021 to February 2022 was 5.19%. Therefore, the maximum authorized assessment rate for the Bordini Ranch LMD fiscal year 2022‐2023 is increased by 5.19% which equates to $694.72 per equivalent benefit unit for Zone 1 and $477.44 per equivalent benefit unit for Zone 2. The estimate of cost and budget in the Engineer’s Report proposes assessments for fiscal year 2022‐2023 at the rate of $392.99 per equivalent benefit unit for Zone 1 and $270.33 per equivalent benefit unit for Zone 2, which is the less than the maximum authorized assessment rate.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Glen Cove III 2015 LMD (LMD 2)
As noted previously, the property owners within the Glen Cove III area approved an inflationary adjustment in fiscal year 2015‐2016 through a ballot proceeding when the Glen Cove III LMD 2 was established. The authorized maximum assessment rate is subject to an annual adjustment tied to the Consumer Price Index‐U for the San Francisco Bay Area as of December of each succeeding year (the “CPI”). As the amount of the annual increase in the CPI from December 2020 to December 2021 is 4.24%, the maximum authorized assessment rates for fiscal year 2022‐23 are 4.24% above the maximum authorized assessment rate for fiscal year 2021‐22. Including the authorized annual adjustment, the maximum authorized assessment rates for fiscal year 2022‐23 are $125.14 for properties in Zone A, $122.66 for properties in Zone B, and $117.63 for properties in Zone C.
Highlands – Garthe Ranch LMD (Zone B)
As noted previously, the property owners within the Highlands of Garthe Ranch LMD (Zone B) approved an inflationary adjustment in fiscal year 2007‐2008 through a ballot proceeding when the LMD / Zone B was established. The following paragraph describes the approved inflationary adjustment:
The Maximum Assessment Rate is equal to the Maximum Assessment Rate established for the previous fiscal year adjusted annually by the greater of, three percent (3%) or the annual percentage change in the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Statistics for the San Francisco-Oakland-San Jose Area.
The change in the CPI from February 2022 to February 2022 was 5.19%. Therefore, the maximum authorized assessment rate for the Garthe Ranch LMD Zone B fiscal year 2022‐ 2023 is increased by 5.19% which equates to $2,569.15 per equivalent benefit unit. The estimate of cost and budget in the Engineer’s Report proposes assessments for fiscal year 2022‐2023 at the rate of $2,075.42, which is less than the maximum authorized assessment rate.
Northeast Quadrant LMD
As noted previously, the property owners within the Northeast Quadrant LMD approved an inflationary adjustment in fiscal year 1999‐2000 through a ballot proceeding. The following paragraph describes the approved inflationary adjustment:
The maximum assessment for each fiscal year is increased by the percentage increase from April 1 of the prior year to April 1 of the current year by the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Statistics (BLS) for the Consolidated Metropolitan Statistical Area (CMSA) covering San Francisco-Oakland-San Jose. If the April CPI-U is not available at the time the report is prepared, a similar time period may be used.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
However, the maximum assessment rate in any fiscal year (for the Non-Zone A properties) shall not exceed $400 as adjusted by the CPI-U, unless approved by a majority vote of the property owners in the Northeast Quadrant LMD. The Zone A’s assessment rate shall not be capped at a particular level in any fiscal year.
The change in the CPI from February 2021 to February 2022 was 5.19%. Therefore, the maximum authorized assessment rate for the Northeast Quadrant LMD fiscal year 2022‐ 2023 is increased by 5.19% which equates to $541.75 per equivalent benefit unit for Zone A and $350.31 per equivalent benefit unit for Non‐Zone A. The estimate of cost and budget in the Engineer’s Report proposes assessments for fiscal year 2022‐2023 at the rate of $444.20 per equivalent benefit unit for Zone A and $287.24 per equivalent benefit unit for Non‐Zone A, which is less than the maximum authorized assessment rate.
Marine World / Fairgrounds LMD
The Maximum Assessment Rate is equal to the Maximum Assessment Rate established for the previous fiscal year adjusted annually by the annual percentage change in the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Sta tistics for the San Francisco-Oakland-San Jose Area.
The change in the CPI from February 2021 to February 2022 was 5.19%. Therefore, the maximum authorized assessment rate for the Marine World / Fairgrounds LMD fiscal year 2022‐2023 is increased by 5.19% which equates to $152.76 per equivalent benefit unit.
The estimate of cost and budget in the Engineer’s Report proposes assessments for fiscal year 2022‐2023 at the rate of $125.26, which is less than the maximum authorized assessment rate.
South Vallejo Business Park LMD
The Maximum Assessment Rate is equal to the Maximum Assessment Rate established for the previous fiscal year adjusted annually by the annual percentage change in the Consumer Price Index for All Urban Consumers (CPI-U), as distributed by the Bureau of Labor Sta tistics for the San Francisco-Oakland-San Jose Area.
The change in the CPI from February 2021 to February 2022 was 5.19%. Therefore, the maximum authorized assessment rate for the South Vallejo Business Park LMD fiscal year 2022‐2023 is increased by 5.19% which equates to $4,128.69 per equivalent benefit unit.
The estimate of cost and budget in the Engineer’s Report proposes assessments for fiscal year 2022‐2023 at the rate of $3,286.60, which is less than the maximum authorized assessment rate.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Assessment
WHEREAS, the City of Vallejo City Council directed the undersigned Engineer of Work to prepare and file a report presenting an estimate of costs, a diagram for the LMDs and an assessment of the estimated costs of the improvements upon all assessable parcels within the LMDs, to which Resolution and the description of the Improvements therein contained, reference is hereby made for further particulars; NOW, THEREFORE, the undersigned, by virtue of the power vested in me under said Act and the order of the City Council of said City of Vallejo, hereby make the following assessment to cover the portion of the estimated cost of the improvements, and the costs and expenses incidental thereto to be paid by the LMDs.
As required by the Act, an Assessment Diagram is hereto attached and made a part hereof showing the exterior boundaries of said LMDs. The distinctive number of each parcel or lot of land in the LMDs is its Assessor Parcel Number appearing on the Assessment Roll.
I do hereby assess and apportion the net amount of the cost and expenses of the improvements, including the costs and expenses incident thereto, upon the parcels and lots of land within the LMDs, in accordance with the special benefits to be received by each parcel or lot, from the improvements, and more particularly set forth in the Cost Estimate and Method of Assessment hereto attached and by reference made a part hereof.
The assessment is made upon the parcels or lots of land within the LMDs in proportion to the special benefits to be received by the parcels or lots of land, from the improvements.
Each parcel or lot of land is described in the Assessment Roll by reference to its parcel number as shown on the Assessor's Maps of the County of Solano for the fiscal year 2022‐2023. For a more particular description of the property, reference is hereby made to the deeds and maps on file and of record in the office of the County Recorder of the County.
I hereby place opposite the Assessor Parcel Number for each parcel or lot within the Assessment Roll, the amount of the assessment for the fiscal year 2022‐2023 for each parcel or lot of land within the LMDs.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Dated: April 7, 2022
Engineer of Work
By
.
John W. Bliss, License No. C052091
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Appendix A ‐ 2022 ‐2023 Assessment Roll
An Assessment Roll (a listing of all parcels assessed within the LMDs and the amount of the assessment) will be filed with the City Clerk and is, by reference, made part of this report and is available for public inspection during normal office hours.
Each lot or parcel listed on the Assessment Roll is shown and illustrated on the latest County Assessor records and these records are, by reference made part of this report.
These records shall govern for all details concerning the description of the lots or parcels.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
ENGINEER’S REPORT, FY 2022‐2023
Appendix B ‐ Assessment Diagram
Assessment Diagrams for the LMDs have been prepared and are on file with the City.
Reference is hereby made to such Diagrams, and they are incorporated herein by reference.
Attachment a.
RESOLUTION NO. 22-_________
A RESOLUTION APPROVING THE ENGINEER’S REPORT AND ORDERING THE LEVY OF ASSESSMENTS FOR FISCAL YEAR 2022-23 ON PROPERTIES IN THE BORDONI RANCH, CARRIAGE OAKS, GARTHE RANCH, GLEN COVE Ill, GLEN COVE Ill 2015, HUNTER RANCH Ill, MARINE
WORLD/FAIRGROUNDS, MARIN VIEW, NORTHEAST QUADRANT, SANDPIPER POINT, SOUTH VALLEJO
BUSINESS PARK, AND TOWN AND COUNTRY II-V THE LANDSCAPE MAINTENANCE DISTRICTS WHEREAS, the City Council, by previous Resolution, has ordered the preparation of the Engineer’s Report (the “Report”) for the landscape maintenance districts designated as Bordoni Ranch; Carriage Oaks; Garthe Ranch; Glen Cove Ill; Glen Cove Ill 2015; Hunter Ranch Ill; Marine World/Fairgrounds; Marin View; Northeast Quadrant; Sandpiper Point; South Vallejo Business Park; Town and Country II-V (the “Districts”) pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (the “Act”) that provides for the levy and collection of assessments to pay the costs and expenses of operating, maintaining and servicing the landscaping, and all appurtenant facilities and operations related thereto located within the Districts; and
WHEREAS, on June 14, 2022, at the hour of 7:00 p.m. at the City Council Chambers located at 555 Santa Clara Street, Vallejo, California, the City Council of the City of Vallejo held a public hearing on the question of the levy of the assessment, notice of which hearing was given as required by law; and WHEREAS, all persons interested and desiring to be heard at the hearing were given an opportunity to be heard, and all matters and things pertaining to the levy were fully heard and considered by the City Council, and all oral statements and all written protests or communications were duly heard, considered and overruled, and this Council thereby acquired jurisdiction to order the levy and the confirmation of the diagram and assessment prepared by and made a part of the Engineer's Report to pay the costs and expenses thereof; and
WHEREAS, the City Council and its legal counsel have found that these assessments comply with applicable provisions of Article XIIID of the California State Constitution.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL AS FOLLOWS:
Section 1The public interest, convenience and necessity require that the levy be made.
Section 2The Districts benefited by the improvements and assessed to pay the costs and expenses thereof and the exterior boundaries thereof are as shown by a map filed in the office of the City Clerk, which map is made a part hereof by reference.
Section 3The Engineer's Report as a whole and each part thereof, to wit:
i) the Engineer's estimate of the itemized and total costs and expenses of maintaining the improvements and of the incidental expenses in connection therewith;
ii) the diagram showing the Districts, the plans and specifications for the improvements to be maintained, and the boundaries and dimensions of the respective lots and parcels of land within the Districts; and
iii) the assessment of the total amount of the costs and expenses of the proposed maintenance of the improvements upon the several lots and parcels of land in the Districts in proportion to the estimated special benefits to be received by said lots and parcels, and of the expenses incidental thereto; are hereby approved and confirmed.
Section 4Final adoption and approval of the Engineer's Report as a whole, and of the plans and specifications, the estimate of the costs and expenses, the diagram and the assessments, as contained in the Report as hereinabove determined and ordered, is intended to and shall refer and apply to the Report, or any portion thereof as amended, modified, revised or corrected by, or pursuant to and in accordance with, any resolution or order, if any, heretofore duly adopted or made by this Council.
Section 5The assessments to pay the costs and expenses of the maintenance of the improvements for Fiscal Year 2022-2023 is hereby ordered to be levied. For further particulars pursuant to the provisions of the Landscaping and Lighting Act of 1972, reference is hereby made to the Resolution Directing Preparation of Engineer's Report.
Section 6Based on the oral and documentary evidence, including the Engineer's Report, offered and received at the hearing, this Council expressly finds and determines (a) that each of the several lots and parcels of land will be specially benefited by the maintenance of the improvements at least in the amount if not more than the amount of the assessment apportioned against the lots and parcels of land, respectively, and (b) that there is substantial evidence to support, and the weight of the evidence preponderates in favor of, the aforesaid finding and determination as to special benefits.
Section 7The Engineer’s Report as presented to the City Council and on file in the Office of the City Clerk is hereby confirmed as filed. The City Council hereby levies against and upon all of the real property within the Districts a special assessment per equivalent benefit unit for the Fiscal Year commencing on July 1, 2022 and ending June 30, 2023, as follows:
District
Bordoni Ranch Zone 01 $ 392.99
Bordoni Ranch Zone 02 $ 270.33
Carriage Oaks $ 58.52
Garthe Ranch $ 128.46
Garthe Ranch "B" (Highlands) $ 2,075.42
Glen Cove Ill $ 155.14
Hunter Ranch Ill $ 72.04
Marine World/Fairgrounds $ 125.26
Marinview $ 636.00
Northeast Quadrant $ 287.24
Northeast Quadrant Zone A $ 444.20
Sandpiper Point $ 141.76
So. Vallejo Bus. Park $ 3,286.60
Town & Country 11-V $ 70.48
Glen Cove III 2015 Zone A $ 125.14
Glen Cove III 2015 Zone B $ 122.66
Glen Cove III 2015 Zone C $ 117.63
Section 8The maintenance, operation, and servicing of the improvements and appurtenant facilities shall be performed in accordance with the Act. The City Council hereby orders the following proposed improvements to be made: the maintenance and operation of, and the furnishing of services and materials for: turf, ground cover, shrubs and trees, irrigation systems, drainage systems, open space areas, public pedestrian paths, entry monuments, fencing, lighting systems and all appurtenant facilities related thereto.
Section 9Immediately upon the adoption of this Resolution, but in no event later than the third Monday in August following such adoption, the City Clerk shall file a certified copy of the assessments and a certified copy of this Resolution with the Auditor of the County of Solano. Upon such filing, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount of assessment thereupon as shown in the assessment. The assessments shall be collected at the same time and in the same manner as County taxes are collected and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. After collection by the County, the net amount of the assessments, after deduction of any compensation due the County for collection, shall be paid to the City of Vallejo, City Treasurer.
Section 10The Finance Director shall deposit all money representing assessments collected by the County for the Districts to the credit of a fund for each of the Districts and such money shall be expended only for the maintenance, operation and servicing of each of the landscaping, lighting and appurtenant facilities as described in Section 8, above.
Adopted by the City Council of the City of Vallejo at a regular meeting held on June 14, 2022 with the following vote:
AYES:
NOES:
ABSENT:
____________________________________
ROBERT MCCONNELL, MAYOR
ATTEST: _____________________________________
DAWN G. ABRAHAMSON, CITY CLERK
ACTION ITEM 9.C.
DATE: June 14, 2022
TO: Mayor and Members of the City Council
FROM: Melissa Tigbao, Public Works Director
SUBJECT: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING THE
ENGINEER'S REPORT AND AUTHORIZING THE COLLECTION OF AD VALOREM
ASSESSMENTS ON PROPERTIES IN THE CIMARRON HILLS-MADIGAN, COLLEGE
HILLS, COSTA DEL RIO, SOMERSET I/II, GREENMONT/SEAPORT HILLS, MONICA
PLACE, RIDGECREST, SOMERSET III, SPRINGTREE-FLEMING, SUMMIT II, TOWN &
COUNTRY I, WOODRIDGE, HUNTER RANCH I/II, AND GLEN COVE I/II LANDSCAPE MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023
RECOMMENDATION
Hold a public hearing and receive input, and adopt a resolution approving the Engineer's Report and ordering the levy and collection of assessments on properties in the fourteen 1911 Act Maintenance Districts for Fiscal Year (FY) 2022-2023.
REASONS FOR RECOMMENDATION
The City Council authorized SCI Consulting Group, Inc. to prepare an Engineer's Report to determine fiscal information for each Maintenance District regulated by the Improvement Act of 1911. The City Council will hold a public hearing to receive public comments regarding FY 2022-2023 assessments within the following Ad Valorem Landscape Maintenance Districts: Cimarron Hills/Madigan; College Hills; Costa Del Rio (Seaview); Glen Cove I/II; Somerset Highlands I/II; Hunter Ranch I/II; Monica Place; Ridgecrest; Somerset Highlands III; Springtree/Fleming Hill; Summit II; Town & Country I; Woodridge; and Greenmont/Seaport Hills. The 1911 Act requires an annual determination of each District's costs, and an allocation of those costs by means of annual assessments upon the parcels within each district. It is required that the City Council conduct a public hearing to allow the City Council to consider the Engineer's Report and to receive input from the public on this item prior to ordering the levying and collection of assessments.
BACKGROUND AND DISCUSSION
The City of Vallejo has 27 Landscape Maintenance Districts, thirteen of which were established in accordance with the Landscape and Lighting Act of 1972 (1972 Act), and fourteen of which were established in accordance with the Improvement Act of 1911 (1911 Act). On an annual basis, the City must determine the costs to maintain the improvements in each district and the allocation of these costs upon the parcels within each district. The City Council will be considering the 1972 Act districts and the Hiddenbrooke Landscape Maintenance District under separate Council actions.
Previous City Council actions formed the 1911 Act Maintenance Districts and set a maximum annual assessment rate. The creation of these Districts was approved by a majority of the parcel owners at the time of each District's formation. The City has not yet exceeded the authorized maximum assessment rate for any Maintenance District. Assessments in the 1911 Act Maintenance Districts are exempt from the procedures and approval process of Proposition 218 until such time that it is necessary to exceed the maximum approved rate.
Date: June 14, 2022
Subject: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING THE
ENGINEER'S REPORT AND AUTHORIZING THE COLLECTION OF AD VALOREM
ASSESSMENTS ON PROPERTIES IN THE CIMARRON HILLS-MADIGAN, COLLEGE
HILLS, COSTA DEL RIO, SOMERSET I/II, GREENMONT/SEAPORT HILLS,
MONICA PLACE, RIDGECREST, SOMERSET III, SPRINGTREE-FLEMING, SUMMIT
II, TOWN & COUNTRY I, WOODRIDGE, HUNTER RANCH I/II, AND GLEN COVE I/II LANDSCAPE MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023
The attached Engineer's Report, prepared by SCI Consulting Group Inc., provides this information.
Assessments for the 1911 Act Maintenance Districts are determined by applying the established assessment rate to each $100.00 of assessed value of each parcel.
The assessments are collected by the County of Solano and forwarded to the City for deposit into specific fund accounts for each District. Assessments are expended on landscape maintenance, repair of damage caused by vandalism or natural occurrence, site rehabilitation, improvements, water, utilities, and City administration and inspection costs.
The approved FY 2021-2022 and the proposed FY 2022-2023 assessment rates are provided in the following listing:
DISTRICT MAX RATE / $100 APPROVED FY 2021-
2022 ASSESSMENT
PROPOSED FY 2022-
2023 ASSESSMENT
Cimarron Hills- Madigan $ 1.50 $ 0.162 $ 0.162
College Hills $ 1.50 $ 0.100 $ 0.100
Costa del Rio (Seaview) $ 4.00 $ 0.287 $ 0.287
Somerset I/II $ 1.25 $ 0.060 $ 0.060
Greenmont/Seaport Hills $ 1.25 $ 0.032 $ 0.032
Monica Place $ 1.25 $ 0.187 $ 0.187
Ridgecrest $ 1.50 $ 0.115 $ 0.115
Somerset III $ 1.50 $ 0.144 $ 0.144
Springtree-Fleming $ 1.50 $ 0.195 $ 0.195
Summit II $ 1.50 $ 0.095 $ 0.095
Town & Country I $ 1.50 $ 0.150 $ 0.150
Woodridge $ 1.50 $ 0.071 $ 0.071
Hunter Ranch I/II $ 1.50 $ 0.100 $ 0.100
Glen Cove I/II $1.50 $0.190 $ 0.190
Assessment rates for each District are proposed to remain the same as the prior fiscal year. The overall assessed value of the majority of the properties within the Districts has increased by 3.18% since last year’s determination. The current assessed value for these properties is $1,212,124,025. Rehabilitation projects will focus on areas such as:
Improving landscape services
Reducing water costs
Street tree maintenance
Additional rehabilitation of ornamental landscape and plant replacement. Reducing graffiti and other common area blight
Date: June 14, 2022
Subject: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING THE
ENGINEER'S REPORT AND AUTHORIZING THE COLLECTION OF AD VALOREM
ASSESSMENTS ON PROPERTIES IN THE CIMARRON HILLS-MADIGAN, COLLEGE
HILLS, COSTA DEL RIO, SOMERSET I/II, GREENMONT/SEAPORT HILLS,
MONICA PLACE, RIDGECREST, SOMERSET III, SPRINGTREE-FLEMING, SUMMIT
II, TOWN & COUNTRY I, WOODRIDGE, HUNTER RANCH I/II, AND GLEN COVE I/II LANDSCAPE MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023
Extension of the grass cutting to provide a wider fire-defensive perimeter around residential structures
All of the costs associated with the above Districts are paid by the assessments levied upon the parcels within those Districts. The amount of funds projected to be assessed for these 1911 Act Districts in FY 2022-2023 is $1,453,368.
The FY 2022-2023 Engineer's Report for the 1911 Act Districts is included as an attachment to this staff report and is also on file in the City Clerk’s Office (3RD floor) and in the Department of Public Works (4th Floor), City Hall, 555 Santa Clara Street, Vallejo, California 94590.
FISCAL IMPACT
There is no fiscal impact to the General Fund.
Maintenance District budgets are separate from the City’s General Fund. Landscape Maintenance District assessments finance the maintenance of the facilities and improvements of the districts. The Public Works Department costs for labor and materials associated with the Maintenance Districts are charged to the individual District budgets. All City costs associated with maintaining and administering the Districts are covered by the annual assessments.
The financial health of these Districts is described in the Engineer's Report. As noted in the Report, required operating reserves will continue to be compromised and service levels reduced in those districts that have not had an increase to their assessment rate since their formation in the 1970s. The FY 2022-23 proposed assessments in the amount of $1,453,368 is adequate to maintain the current minimal service levels and sustain the required operating reserves of the 1911 Act Districts.
ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines section 15378.
ATTACHMENTS
1. Vallejo 1911 Act ER 4-7-22
2. Reso Public Hearing 1911_CAO Stamp
CONTACT
Melissa Tigbao, Public Works Director, (707) 648-4301
[email protected]
Jason Lacey, Landscape Maintenance Manager, (707) 553-7219 [email protected]
OVERVIEW REPORT
City of Vallejo
Landscape Maintenance Districts
Fiscal Year 2022‐23
Pursuant to the Improvement Act of 1911
Page i
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Page ii
Table of Contents
Table of Contents ......................................................................................................... ii Introduction ................................................................................................................. 1 Overview.................................................................................................................................... 1 Assessment Process .................................................................................................................. 2 Overview Report ........................................................................................................................ 3 Legal Requirements ...................................................................................................... 4 Method of Apportionment ........................................................................................... 5 Method of Apportionment ........................................................................................................ 5 Discussion of Benefit ................................................................................................................. 5 General versus Special Benefit .................................................................................................. 6 Benefit Finding .......................................................................................................................... 7 Budget Definitions ..................................................................................................... 10 Description of the Districts and Budgets ..................................................................... 14 Cimarron Hills – Madigan Ranch ............................................................................................. 14 College Hills ............................................................................................................................. 17 Sea View (Costa Del Rio) .......................................................................................................... 20 Glen Cove I & II ........................................................................................................................ 23 Greenmont – Seaport Hills ...................................................................................................... 26 Hunter Ranch I/II ..................................................................................................................... 29 Monica Place ........................................................................................................................... 32 Ridgecrest ................................................................................................................................ 35 Somerset Highlands (I/II) ......................................................................................................... 38 Somerset Highlands III ............................................................................................................. 41 Springtree ................................................................................................................................ 44 Summit II ................................................................................................................................. 47 Town & Country ...................................................................................................................... 50 Woodridge ............................................................................................................................... 53
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CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Introduction
Overview
The City of Vallejo (the “City”) annually levies and collects special assessments in order to provide and maintain the improvements within the fourteen (14) separate landscape maintenance districts (“District” or “Districts”). The Districts have been formed between the years 1977 and 1981 pursuant to the Improvement Act of 1911, Part 3 of Division 7 of the California Streets and Highways Code (the “1911 Act”). The Districts are as follows:
Cimarron Hills/Madigan Ranch
College Hills
Seaview (Costa del Rio)
Glen Cove I/II
Greenmont‐Seaport Hills
Hunter Ranch I/II
Monica Place
Ridegecrest
Somerset I/II
Somerset III
Springtree
Summit II
Town & Country I
Woodridge
This Overview Report (the “Report”) describes the Districts, any changes to the Districts, and the proposed assessments for Fiscal Year 2022‐2023. The proposed assessments are based on the estimated cost to maintain the improvements within each District. The Report also details each District’s landscaped improvements, financial information, budget and boundaries.
The Report contains a section for recommendations and analysis based on the financial information presented for each District.
The various improvements provided and assessed within each District may include local street lighting, local landscaping improvements and special services. All local landscaping improvements maintained by the Districts and associated with each District were either installed as a condition of development for properties within the District or were installed for the benefit of the properties within the Districts. The landscaping improvements associated with each District may include parkways, perimeters, entryways, medians, slopes, retention and detention basin areas, internal landscaped amenities, neighborhood parks, open space areas and other easements and public right‐of‐ways within the Districts.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Improvements within each District may also include turf, ground cover, shrubs and trees, irrigation systems, lighting, water features, entry monuments, drainage systems and associated appurtenances. Special services provided include tree trimming, graffiti removal, weed abatement and landscape maintenance of flood control areas, operations, administration and all services and maintenance required to keep the improvements in a healthy, vigorous, and satisfactory condition.
Similar to landscape improvements, street lighting improvements funded through District assessments were installed for the benefit of properties within each of the Districts. The assessments in each District provide for the maintenance, operation and energy costs related to their specific street light improvements.
Assessment Process
This Report was prepared to establish the budgets for the continued maintenance and services expenditures that would be funded by the proposed 2022‐2023 assessments. This Report and the proposed assessments have been made pursuant to the provisions of the 1911 Act.
In each subsequent year for which the assessments will be continued, the City must determine the budgets and costs for the upcoming year and allocate these costs to parcels within each District. This Report includes this information. After the Report is completed, the Council may approve the proposed assessments and establish the date for a public hearing on the continuation of the assessments. If the Council approves the proposed assessments by resolution, a notice of public hearing must be published in a local paper.
Following the minimum 10‐day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the assessments.
This hearing is currently scheduled for June 14, 2022. At this hearing, the Council would consider approval of a resolution ordering the levy of assessments for fiscal year 2022‐2023. If so confirmed and approved, the assessments would be submitted to the County Auditor/Controller for inclusion on the property tax rolls for Fiscal Year 2022‐2023.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Overview Report
Beginning in 2011‐12, SCI Consulting Group became the Assessment Engineer for these Assessments. To maintain an accurate reference and legally defensible record of the Assessments, pertinent language used in the previous Overview Reports has been retained herein, and the fundamental methodology has been maintained, essentially verbatim. (In most cases, language taken from the previous Overview Report is shown in Times New Roman, 10 pt.
Font.)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Legal Requirements
All assessments described in this Report and approved by the City Council are prepared in accordance with the 1911 Act and are in compliance with the provi sions of the California Constitution Article XIIID (Proposition 218).
The 1911 Act provides that assessments be determined by applying the established assessment rate to each one hundred dollars of assessed value of each parcel.
On November 5, 1996, California voters approved Proposition 218, which subsequently became a California Constitutional Amendment (Articles XIIIC and XIIID). Proposition 218 established additional requirements with respect to taxes, fees and assessments levied by California agencies. All new and existing assessments (with some exceptions) are required to comply with the substantive and procedural requirements of Article XIIIC & XIIID.
Pursuant to the California Constitution Article XIIID Section 5, certain existing assessments are exempt from the substantive and procedural requirements of Article XIIID Section 4 and property owner balloting for the assessments is not required until such time that the assessments are increased. Specifically, the City determined that all improvements and the annual assessments originally established for the District were part of the conditions of property development and approved by the original property owner (developer). As such, pursuant to Article XIIID Section 5(b), all the property owners approved the existing District assessments at the time the assessments were created (originally imposed pursuant to a 100% landowner petition). Therefore, the existing assessment amount (the maximum assessment ra te for each District identified in this Report) is exempt from the procedural requirements Article XIIID Section 4.
The current maximum assessment rates per each one hund red dollars of assessed value of each parcel were originally approved by the property owners. Accordingly, any assessment amount equal to or below the maximum amount is considered an exempt assessment pursuant to Article XIIID Section 5(b). The annual assessments for this fiscal year 2022-2023 are significantly less than the maximum assessment allowed. The proposed assessment for any fiscal year may be incr eased over the previous fiscal year provided the assessment rate does not exceed the maximum assessme nt rate for each District . Any proposed new or increased assessment that exceeds th e current maximum assessment shall comply with all provisions of Article XIIID Section 4 including a property owner protest proceeding (property owner assessment balloting).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Method of Apportionment
Method of Apportionment
Assessments for the 1911 Act landscape maintenance districts of the City of Vallejo are determined by applying the established assessment rate to each one hundred dollars ($100) of assessed value of each parcel.
The word “parcel” refers to an individual property assigned its own Assessor Parcel Number by the Solano County Assessor’s Office. The Solano County Auditor/Controller uses Assessor Parcel Numbers and specific Fund Numbers to identify assessed properties on the tax roll. The annual assessments outlined in this Report are proposed to cover the estimated costs to provide a ll necessary service, operation, administration, and maintenance required each year to keep these improv ements in a healthy, vigorous, and satisfactory condition.
Discussion of Benefit
In summary, the assessments can only be levied based on the special benefit to property. This benefit is received by property over and above any general benefits.
Proposition 218, which added Article XIIID of the California Constitution, provides as follows:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel." Benefit categories have been established that represent the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the installation, maintenance and servicing lighting and landscaping improvements to be provided with the assessment proceeds.
These categories of special benefit are summarized as follows:
A. Proximity to Improved Landscaped Areas and Other Public Improvements within the Assessment Districts.
B. Access to Improved landscaped areas and Other Public Improvements within the Assessment Districts.
C. Improved Views within the Assessment Districts.
D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements.
E. Creation of individual lots for residential and commercial use that, in absence of the assessments, would not have been created.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Case law interpreting Proposition 218 provides enhanced clarity to the definitions of special benefits to properties in three distinct areas:
Proximity
Expanded or improved access
Views
This case law also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The case law also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment:
the characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values).
Proximity, improved access and views, in addition to the other special benefits listed above further strengthen the basis of these assessments.
General versus Special Benefit
In absence of the assessments, the Improvements in the Districts would not be provided, so the Improvements are “over and above” what otherwise would be provided. Many of the parcels would not even exist if the assessments were not established because an assessment for the specific Improvements within the Districts was a condition of development approval.
All of the Assessment proceeds derived from the Districts will be utilized to fund the cost of providing a level of tangible “special benefits” in the form of landscaped parkways, landscaped medians, landscaped corridors, open space areas and other Improvements and costs incidental to providing the Improvements and collecting the Assessments.
Although these Improvements may be available to the general public at large, the permanent public Improvements in the Districts were specifically designed, located and created to provide additional and improved public resources for the direct advantage of property inside the Districts, and not the public at large. Other properties that are either outside the Districts or within the Districts and not assessed, do not enjoy the unique proximity, access, views and other special benefit factors described previously. Moreover, the homes in the Districts would not have been built if the Assessments were not established because an assessment for the Improvements was a condition of development approval.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Benefit Finding
In summary, real property located within the boundaries of the Districts distinctly and directly benefits from closer proximity, access and views of Improvements funded by the Assessments, the creation of developable parcels and from the extension of usable land area provided by the assessments. The Improvements are specifically designed to serve properties in the Districts, not other properties or the public at large. The Districts have been narrowly drawn to include those parcels that receive a direct advantage from the Improvements. The public at large and other properties outside the Districts receive only limited benefits from the Improvements because they do not have proximity, good access or views of the Improvements. These are special benefits to property in the Districts in much the same way that sewer and water facilities, sidewalks and paved streets enhance the utility and desirability of property and make them more functional to use, safer and easier to access.
Without the Assessments, the public improvements within the Districts would not be maintained and would turn into brown, unmaintained and unusable public improvements and public lands.
If this happened, it would create a significant and material negative impact on the desirability, utility and value of property in the Districts. Most importantly, without the Assessments, the developed properties would not exist, because the subdivisions and development proposals would not have been approved. The Improvements are, therefore, clearly above what otherwise would be provided and the Improvements uniquely and specially benefit parcels in the Districts in a way that is not enjoyed by the general public or other property. We therefore conclude that all the Improvements funded by the Assessment are of special benefit to the identified benefiting properties located within the Districts and that the value of the special benefits from such Improvements to property in the Districts reasonably exceeds the cost of the Assessments for every assessed parcel in the Districts. (In other words, as required by Proposition 218; the reasonable cost of the proportional special benefit conferred on each parcel reasonably exceeds the cost of the assessments.) Any general benefits to surrounding properties outside of the Districts, if there were any, are collateral and conferred concomitantly.
The original determination of benefits to property and the method of special benefit apportionment to property were developed by Willdan Financial Services when the Districts were originally approved by property owners as noted in the Description of Districts section of this Report. The description of benefits and the determination and apportionment of benefits to property in this Report are consistent with the original benefit determination and apportionment.
The original method of apportionment of assessment and other relevant elements of the original Reports for the Districts are hereby incorporated by reference.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Quantification of General Benefit
Although the analysis used to support these assessments concludes that the benefits are solely special, as described above, consideration is made for the suggestion that a portion of the benefits are general. General benefits cannot be funded by these assessments ‐ the funding must come from other sources.
The maintenance and servicing of these improvements is also partially funded, directly and indirectly from other sources including the City of Vallejo, Solano County and the State of California. This funding comes in the form of grants, development fees, special programs, and general funds, as well as direct maintenance and servicing of facilities (e.g. curbs, gutters and streets, etc.) This funding from other sources more than compensates for general benefits, if any, received by the properties within the assessments district.
The General Benefits from these Assessments may be quantified as illustrated in the following table.
Benefit Factor
Relative
Weight
General Benefit
Contribution
Relative General
Benefit
Creation of parcels 90 0% 0
Proximity and access to open space and landscape areas 5 10% 0.5 Improved views 5 10% 0.5
100 1
Total Calculated General Benefit = 1.0%
As a result, City of Vallejo will contribute at least 1% of the total budget from sources other than the assessment. This contribution offsets any general benefits from the assessment services.
This general benefit contribution is the sum of the following components:
The City of Vallejo owns, maintains, rehabilitates and replaces curb and gutter along the border of the Districts improvements. This curb and gutter serves to support, contain, retain, manage irrigation flow and growth, and provide a boundary for the improvements. The contribution from the City of Vallejo towards general benefit from the maintenance, rehabilitation and replacement of the curb and gutter is conservatively estimated to be 1%.
The City of Vallejo owns and maintains local public streets along the border of the Districts improvements. These public streets provide access to the improvements for its enjoyment as well as efficient maintenance. The contribution from the City of Vallejo towards general benefit from the maintenance of local public streets is conservatively estimated to be 1%.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The value of the construction of the improvements can be quantified and monetized as an annuity. Since this construction was performed and paid for by non‐assessment funds, this “annuity” can be used to offset general benefit costs, and is conservatively estimated to contribute 25%.
Therefore, the total General Benefit is conservatively quantified at 1.0% which is more than offset by the total non‐assessment contribution towards general benefit of 27%.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Budget Definitions
The following provides a summary of the services and costs that are included in the District Budgets:
Direct Costs:
Contract Maintenance Costs — Includes all contracted labor, material and equipment required to properly maintain the landscaping, irrigation systems, drainage systems, fencing, and entry monuments within the District. All improvements within the District are maintained and serviced on a regular basis.
Salaries & Benefits — Staff time devoted to managing and inspecting Districts. The Public Works LMD reimbursement is proportionally spread amongst twenty‐seven (27) Districts based on each District’s budgeted direct and maintenance expense, inspections as a percentage of total costs in these categories for all Districts. Inspection costs are budgeted directly to the District as Field Inspection based on the historical and projected time spent in the inspection efforts.
Services & Supplies ‐ Vehicles, supplies and services devoted to managing and inspecting Districts.
Landscape Water — Utility costs for water required to irrigate landscaped areas.
Utilities — Includes the cost of the furnishing of electricity required for the irrigation systems and hardwire telephone connections at upgraded irrigation controllers, monitored by City Staff.
Landscape Rehabilitation & Vandalism — Landscape projects, which significantly benefit and upgrade a specific Landscape Maintenance District. These costs reflect only a proportional share of the entire cost of the project and are noted because the amount of design, planning, coordination and execution. This budget item represents a cost to the individual Landscape Maintenance District, which is representative and has been identified by the city as above normal routine landscape maintenance inspection.
Vandalism includes repairs and rehabilitation 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, frost, etc. These upgrades could include replacing plant materials and/or renovation of irrigation or lighting systems.
Capital Projects – This item includes major repairs or capital improvement projects.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Administration Costs:
Administration & Overhead — The cost allocation of all particular departments and staff of the City, for providing general support, services and operations related to the various districts, enterprises and accounts of the City.
County Administration Fee — This is the estimated cost to the District for the County to collect District assessments on the property tax bills. This charge is based on a flat rate per fund number plus a charge per assessment levied.
Professional Services — This is the estimated cost to the District for the Assessment Engineer to prepare this report and to calculate and submit the assessments to the Solano County Auditor’s office.
Levy Breakdown:
Operating Reserve Collection/(Transfer) — This budget item is provided to illustrate collection by the District of funds to operate the District from the time period of July 1 (beginning of the Fiscal Year) through January or when the County provides the City with the first installment of assessments collected from the property tax bills. Transfer amounts (Negative amounts) shown for this budget item represent transfers from the reserve fund that reduces the Balance to Levy.
Maintaining an adequately funded reserve fund eliminates the need for the City to transfer funds from non‐District accounts to pay for operational expenses during the first half of the fiscal year and also provides the District with sufficient funds to address any unforeseen or unusual expenditures that may occur during the year.
Rehabilitation Fund Collection/(Transfer) — This budget item is provided to illustrate collection by the District of funds to cover costs of repairs, landscape maintenance that may be unforeseen and are not normally included in the yearly maintenance contract costs or for planned capital improvement projects. These amounts are held in or paid from the refurbishment/rehabilitation fund. Negative amounts shown for this budget item are transfers from the refurbishment/rehabilitation fund to be used to reduce the Balance to Levy. Transfer amounts (Negative amounts) will only occur after the planned projects have been completed and excess funds are being credited back to the District’s regular accounts. The refurbishment/rehabilitation fund eliminates the need for the City to transfer funds from non‐District accounts. The Rehabilitation fund can be utilized to cover operating costs should the revenue and reserve fund be insufficient.
Other Revenue Source — This item includes additional funds designated for the District that are not annual assessments. These funds are applied to reduce assessments, and may be from non‐ District or District sources including City General Fund Contributions and/or interest earnings. Any funds indicated on this line will be shown as a negative number indicating a reduction in the amount to be levied and represent funds that do not have to be repaid.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Balance to Levy — This is the total amount to be collected for the current fiscal year through assessments. The Balance to Levy represents the sum of Total Direct and Administration Costs, Reserve collections or transfers, Rehabilitation collections or transfers, contributions from other sources and contribution repayments. Only those costs related to the improvements identified as special benefits are levied and collected on the tax roll.
Districts Statistics:
Total Parcels Levied — The total number of parcels levied within the District boundary.
Anticipated Total Assessed Values/$100 — The sum of all the assessed values of all parcels within the District as established by the Solano County Assessor’s Office divided by $100.
Rate per $100 of AV — The established assessment rate to each one hundred dollars ($100) of assessed value of each parcel.
Minimum Cost Recovery Rate per $100 of AV— The estimated assessment rate to each one hundred dollars ($100) of assessed value of each parcel to recover sufficient revenue for the District Direct, Administration and Rehabilitation costs.
Fund Balance Information:
Beginning Operating Reserve Fund Balance — The projected reserve fund balance as provided by the City of Vallejo.
Operating Reserve Fund Adjustments — Positive amounts shown for this budget item represent additions to the reserve fund from levy revenue exceeding the total of all Direct, District Administration and Rehabilitation Costs. Surplus levy revenue is allocated to the reserve fund until the balance is equivalent to six months of levy revenue. The reserve fund negative amounts shown for this budget item represent transfers from the reserve fund to be used to reduce the Balance to Levy as a result of total Direct and District Administration Costs exceeding total levy revenue.
Additionally, negative amounts shown for this budget item may represent a reduction of the reserve fund balance in excess of six months of levy revenue; excess balances may be used to increase the refurbishment/rehabilitation fund.
Anticipated Operating Reserve Balance — The projected ending balance in the reserve fund as based on activity provided by the City of Vallejo. A negative Operating Reserve Fund balance represents cumulative contributions from the General Fund.
Beginning Rehabilitation Reserve Fund Balance — The projected rehabilitation fund balance as provided by the City of Vallejo.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Rehabilitation Reserve Fund Adjustments — Positive amounts shown for this budget item represents additions to the rehabilitation fund from levy revenue. The rehabilitation fund negative amounts shown for this budget item represent transfers from the rehabilitation fund to be used to reduce the Balance to Levy as a result of excess funds on project completion.
Anticipated Rehabilitation Reserve Balance — The projected ending balance in the rehabilitation fund as based on activity provided by the City of Vallejo. A negative Rehabilitation Reserve Fund balance represents cumulative contributions from the General Fund.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Description of the Districts and Budgets
Cimarron Hills – Madigan Ranch
The Cimarron Hills – Madigan Ranch Landscape Maintenance District serves a residential neighborhood of ten developments located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1979.
The District has 12 acres of native and ornamental ground cover, shrubbery and trees. The District has 13 acres of weed control and plantings. Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $0.162, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Fairgrounds Drive, Napa County line, Borges Lane, and Griffin Drive including open space below Highway 80.
Improvements
The District maintains landscaping and weed control on the following areas:
Along Fairgrounds Drive near the intersection of Taper to the Napa County Line. Borges Lane to Griffin Drive.
Open space below Highway 80 including the water tank site.
Financial Information
The Direct Costs of the District have increased from fiscal year 2021‐2022 to fiscal year 2022‐2023 due to planned landscape rehabilitation projects. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 B udget
Contract Maintenance Costs $56,486
Salaries & Benefits $35,214
Services & Supplies $3,485
Landscape Water $27,151
Utilities $1,680
Landscape Rehabilitation / Vandalism $25,000
Capital Projects $0
Total Direct Costs $149,016
Administration Costs
Administration & Overhead $16,876
County Administration Fees $0
Professional Fees $1,642
Total Administration Costs $18,518
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $167,534
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $200,780
Contribution (from) General Fund / Other Revenue ($12,616) Balance to Levy $355,698
District Statistics
Total Parcels 811
Total Parcels Levied 811
Anticipated Total Assessed Value / $100 $2,195,667.08
Proposed Rate per $100 of Assessed Value $0.162
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $355,698.07
Fund Balance Information
Beginning Operating Reserve Fund Balance $83,767.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $83,767.00
Beginning Rehabilitation Reserve Fund Balance $1,766,847.00 Rehabilitation Reserve Fund Adjustments $200,780.00
Anticipated Rehabilitation Reserve Fund Balance $1,967,627.00 Anticipated Total Ending Fund Balance $2, 051,394.00
Estimate of Cost
City of V allejo
Cimarron Hills / Madigan Ranch Landscape Maintenance District Fund Number 0189 (#171)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment rate if direct costs are anticipated to remain at the current level.
College Hills
The College Hills Landscape Maintenance District (District) is a residential neighborhood consisting of two developments located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1977.
The District has 2 acres of ornamental and native ground cover, shrubbery, and trees. The District has 0.5 acre of weed control and plantings. Weed control in open space areas assists in fire protection. Concrete walkway and sound wall.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $0.100, Maximum Rate:
$1.50.
Boundaries
The District lies within the city of Vallejo, generally located within the area bounded by Fairgrounds Drive, Whitney Avenue, and Olympic Drive.
Improvements
The District maintains landscaping and weed control in the following areas:
Slope along the west side of Fairgrounds Drive, including the concrete walkway and sound wall.
North side of Whitney Avenue, between Fairgrounds Drive and Pembroke Drive. Easement behind Chapman and above Frodham Circle up to the access walkway.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have increased from fiscal year 2021‐2022 to fiscal year 2022‐2023 due to planned landscape rehabilitation projects. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $11,984
Salaries & Benefits $6,827
Services & Supplies $676
Landscape Water $1,086
Utilities $818
Landscape Rehabilitation / Vandalism $7,500
Capital Projects $0
Total Direct Costs $28,891
Administration Costs
Administration & Overhead $3,272
County Administration Fees $0
Professional Fees $215
Total Administration Costs $3,487
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $32,378
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $17,642
Contribution (from) General Fund / Other Revenue ($2,495) Balance to Levy $47,525
District Statistics
Total Parcels 213
Total Parcels Levied 213
Anticipated Total Assessed Value / $100 $475,245.57
Proposed Rate per $100 of Assessed Value $0.100
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $47,524.56
Fund Balance Information
Beginning Operating Reserve Fund Balance $16,189.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $16,189.00
Beginning Rehabilitation Reserve Fund Balance $304,491.00 Rehabilitation Reserve Fund Adjustments $17,642.00
Anticipated Rehabilitation Reserve Fund Balance $322,133.00 Anticipated Total Ending Fund Balance $338,322.00
Estimate of Cost
City of V allejo
College Hills Land scape Maintenance District
Fund Number 0119 (#175)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded. The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment rate if direct costs are anticipated to remain at the current level.
Sea View (Costa Del Rio)
The District lies within the City of Vallejo, generally located within the area bounded by Seaport Drive, Seawind Drive, Moonraker Drive, Sea Crest, and Schooner Way.
Special District Features
The District was formed in 1980.
The District has 5 acres of native and ornamental ground cover, shrubbery and trees.
The District has 1.5 acre of weed control and plantings.
Weed control in open space areas assists in fire protection.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $0.287, Maximum Rate:
$4.00.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Seaport Drive, Seawind Drive, Moonraker Drive, Sea Crest, and Schooner Way.
Improvements
The District maintains landscaping and weed control in the following areas:
Landscaping and irrigation along Seaport Drive, Seawind Drive, Moonraker Drive, the upper most north facing slope of Sea Crest and Schooner Way. Open space weed control at the point on Seawind Drive. Street lights
Sidewalks including curbs, gutters and striping
Retaining walls
Street signs
Street maintenance
There are currently several rehabilitation projects in the District needed i.e. street paving, curb, gutter and sidewalk replacements, irrigation upgrades and vegetation replacement.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. As noted above there are several rehabilitation projects pending that the rehabilitation reserve fund is currently not adequate to fund. The assessment was increased fiscal year 2017‐2018 in order to accumulate enough funds to complete these projects in the future.
The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $33,353
Salaries & Benefits $24,057
Services & Supplies $2,381
Landscape Water $27,151
Utilities $360
Landscape Rehabilitation / Vandalism / Street Sweeping $14,500 Capital Projects $0
Total Direct Costs $101,802
Administration Costs
Administration & Overhead $11,529
County Administration Fees $0
Professional Fees $559
Total Administration Costs $12,088
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $113,890
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $13,187
Contribution (from) General Fund / Other Revenue ($3,610) Balance to Levy $123,467
District Statistics
Total Parcels 125
Total Parcels Levied 125
Anticipated Total Assessed Value / $100 $430,199.92
Proposed Rate per $100 of Assessed Value $0.287
Maximum Rate per $100 of Assessed Value $4.00
Total Assessment Levy $123,467.38
Fund Balance Information
Beginning Operating Reserve Fund Balance $56,945.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $56,945.00
Beginning Rehabilitation Reserve Fund Balance $438,319.00 Rehabilitation Reserve Fund Adjustments $13,187.00
Anticipated Rehabilitation Reserve Fund Balance $451,506.00 Anticipated Total Ending Fund Balance $508,451.00
Estimate of Cost
City of Vallejo
Seaview (Costa Del Rio) Landscape Maintenance District
Fund Number 0121 (#166)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is not adequately funded due to pending rehabilitation projects in the District.
The following are recommendations to the City:
Ensure the District Reserve Fund adequately funded.
Increase the assessment in the future in order to provide adequate funding of capital improvement and rehabilitation projects.
Glen Cove I & II
The Glen Cove One and Two Landscape Maintenance District (District) serves a residential neighborhood located in southeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1978 with three annexations occurring in 1979 and 1980. The District has 3 acre of ornamental and native landscaping which includes ground cover, shrubbery and trees.
The District has 7 acres of weed control and plantings. Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $0.19, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Honeydew Drive, Highway 780, Peppercorn & Wildberry Court, Wildflower Drive, Shady Lane and Silktree Lane.
Improvements
The District maintains landscaping and weed control in the following areas:
South side of the street just across from the entrance to the shopping center and east to the rear fence line of lot 60 on Honeydew Drive.
Stonewood Court cul‐de‐sac along the east side of the Highway 780 fence line and along the rear yard fences of Peppercorn and Wildberry Court. East and west sides of Shady Lane to Wildflower Drive including the v‐ditches and fence line of Highway 780.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Downhill slope side of Wildflower Drive including the v‐ditches and the out fall structures as well as the siltation basin on Wildflower Drive. The east and west sides of Silktree up to the fence lines on each side. The median island on Bluebell Place and the landscaped slopes of Wildflower, Ironwood, Buckeye, Applenut, and Dogwood Lane.
Financial Information
The Direct Costs of the District have not significantly changed from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $41,193
Salaries & Benefits $23,575
Services & Supplies $2,333
Landscape Water $10,861
Utilities $1,800
Landscape Rehabilitation / Vandalism $20,000
Capital Projects $0
Total Direct Costs $99,762
Administration Costs
Administration & Overhead $11,298
County Administration Fees $0
Professional Fees $794
Total Administration Costs $12,092
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $111,854
Cont ribut ion t o / (f rom) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $67,377
Contribution (from) General Fund / Other Revenue ($9,701) Balance to Levy $169,530
District Statistics
Tot al Parcels 239
Total Parcels Levied 239
Anticipated Total Assessed Value / $100 $892,264.10
Proposed Rate per $100 of Assessed Value $0.190
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $169,530.18
Fund Balance Information
Beginning Operating Reserve Fund Balance $55,927.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $55,927.00
Beginning Rehabilitation Reserve Fund Balance $1,181,200.00 Rehabilitation Reserve Fund Adjustments $67,377.00
Anticipated Rehabilitation Reserve Fund Balance $1,248,577.00 Anticipated Total Ending Fund Balance $1,304,504.00
Estimate of Cost
City of V allejo
Glen Cove I & II Landscape Maintenance District
Fund Number 0191 (#182)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund continues to be adequately funded. Decrease the assessment rate if direct costs are anticipated to remain at the current level in order to decrease the contribution to the Reserve Fund.
Greenmont – Seaport Hills
The Greenmont – Seaport Hills Landscape Maintenance District (District) serves a residential area of 4 developments located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1978 with one annexation in 1979.
The District has 10 acres of ornamental and native landscaping which includes wild flowers and native grasses acting as ground cover, shrubbery and trees.
The entire District is treated as a weed control District for purposes of fire protection when fire season is declared each year in May.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $.032, Maximum Rate: $1.25.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Columbus Parkway, Greenmont Drive, and Devlin Drive.
Improvements
The District maintains landscaping and weed control in the following areas:
Slopes surrounding the residential neighborhood primarily overlooking Columbus Parkway and Greenmont Drive as well as Devlin Drive.
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $16,753
Salaries & Benefits $8,540
Services & Supplies $845
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $10,000
Capital Projects $0
Total Direct Costs $36,138
Administration Costs
Administration & Overhead $4,092
County Administration Fees $0
Professional Fees $181
Total Administration Costs $4,273
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $40,411
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $865
Contribution (from) General Fund / Other Revenue ($2,123) Balance to Levy $39,153
District Statistics
Total Parcels 407
Total Parcels Levied 407
Anticipated Total Assessed Value / $100 $1,223,533.17
Proposed Rate per $100 of Assessed Value $0.032
Maximum Rate per $100 of Assessed Value $1.25
Total Assessment Levy $39,153.06
Fund Balance Information
Beginning Operating Reserve Fund Balance $20,205.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $20, 205.50
Beginning Rehabilitation Reserve Fund Balance $217, 688.50 Rehabilitation Reserve Fund Adjustments $865.00
Anticipated Rehabilitation Reserve Fund Balance $218,553.50 Anticipated Total Ending Fund Balance $238, 759.00
Estimate of Cost
City of V allejo
Greenmont Seaport Hills Landscape Maintenance District
Fund Number 0187 (#168)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded.
Hunter Ranch I/II
The Hunter Ranch I/II Landscape Maintenance District serves a residential neighborhood of two developments located in northeast Vallejo. The District is fully developed.
Special District Features
The District was initially formed in 1981.
The District has 2 acres of native and ornamental ground cover, shrubbery and trees. The District has 6 acres of plantings and weed control. Weed control in open areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $.100, Maximum Rate: $1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the areas bounded by Foothill Drive, Sterling Drive, Redwood Parkway, and Doncaster.
Improvements
The District maintains landscaping and weed control in the following areas:
South side of Sterling from the sound wall at Ascot Drive to the curve at Legend Drive. North and south sides of each crossing at Clydesdale, Pacer, and Dapples Drives including the open spaces between each street crossing to Redwood Parkway behind the fence line.
Landscaping strip on the east and west side of the intersection of Doncaster and Redwood Parkway.
Planned capital improvement projects include remove and replace landscape and irrigation to keep up with current standards.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $20,388
Salaries & Benefits $16,554
Services & Supplies $1,638
Landscape Water $16,291
Utilities $180
Landscape Rehabilitation / Vandalism $15,000
Capital Projects $0
Total Direct Costs $70,051
Administration Costs
Administration & Overhead $7,933
County Administration Fees $0
Professional Fees $507
Total Administration Costs $8,440
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $78,491
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $34,081
Contribution (from) General Fund / Other Revenue ($6,480) Balance to Levy $106,092
District Statistics
Total Parcels 377
Total Parcels Levied 377
Anticipated Total Assessed Value / $100 $1,060,919.56
Proposed Rate per $100 of Assessed Value $0.100
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $106,091.96
Fund Balance Information
Beginning Operating Reserve Fund Balance $39,245.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $39, 245.50
Beginning Rehabilitation Reserve Fund Balance $749, 598.50 Rehabilitation Reserve Fund Adjustments $34,081.00
Anticipated Rehabilitation Reserve Fund Balance $783,679.50 Anticipated Total Ending Fund Balance $822, 925.00
Estimate of Cost
City of V allejo
Hunter Ranch I & II Landscape Maintenance District
Fund Number 0172 (#181)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Decrease the assessment rate provided the current level of service is unchanged and there are no unforeseen expenditures in order to decrease the contribution to the Reserve Fund.
Monica Place
The Monica Place Landscape Maintenance District (District) serves a residential neighborhood located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1976.
The District has 1,000 square feet of weed control and plantings. Landscape is ornamental ground cover.
Weed control areas along Monica Place assist in fire protection and protection of the asphalt.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $.187, Maximum Rate:
$1.25.
Boundaries
The District lies within the City of Vallejo, generally located along the roadside of Monica Place.
Improvements
The District maintains weed control easements found along the edge of the asphalt and behind the sidewalk along Monica Place.
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $735
Salaries & Benefits $0
Services & Supplies $0
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $0
Capital Projects $0
Total Direct Costs $735
Administration Costs
Administration & Overhead $0
County Administration Fees $0
Professional Fees $17
Total Administration Costs $17
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $752
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $2,442
Contribution (from) General Fund / Other Revenue ($302) Balance to Levy $2,892
District Statistics
Tot al Parcels 5
Total Parcels Levied 5
Anticipated Total Assessed Value / $100 $15,467.03
Proposed Rate per $100 of Assessed Value $0.187
Maximum Rate per $100 of Assessed Value $1.25
Total Assessment Levy $2,892.33
Fund Balance Information
Beginning Operating Reserve Fund Balance $376.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $376.00
Beginning Rehabilitation Reserve Fund Balance $36, 591.00 Rehabilitation Reserve Fund Adjustments $2,442.00
Anticipated Rehabilitation Reserve Fund Balance $39,033.00 Anticipated Total Ending Fund Balance $39, 409.00
Estimate of Cost
City of V allejo
Monica Place Road Landscape Maintenance District
Fund Number 0163 (#167)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Ridgecrest
The Ridgecrest Point Landscape Maintenance District (District) serves a residential neighborhood located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1978.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $0.115, Maximum Rate:
$1.50.
The District is composed of six Pacific Gas & Electric easements and one area of ornamental plantings. The PG&E easements are composed of four with ornamental plants and two with weed height control and native/drought resistant plants. Weed control assists in fire protection.
Boundaries
The District lies within the City of Vallejo, generally located within the Woodvale Court cul‐de‐sac and the area bounded by Sylvia Court, Hale Street, Delgado Street, Clatyon Court, Elna Drive, Henry Street, and Woodvale Court.
Improvements
The District maintains landscaping and weed control in the following areas:
The PG&E easements found within chain‐link fence enclosures on each side of Woodvale Street crossing extending north to and crossing Skyline Drive and along the south side of Goheen Circle
Rear yard fence lines.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. This proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $25,000
Salaries & Benefits $0
Services & Supplies $0
Landscape Water $4,000
Utilities $0
Landscape Rehabilitation / Vandalism $10,000
Capital Projects $0
Total Direct Costs $39,000
Administration Costs
Administration & Overhead $0
County Administration Fees $0
Professional Fees $292
Total Administration Costs $292
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $39,292
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $25,172
Contribution (from) General Fund / Other Revenue ($166) Balance to Levy $64,298
District Statistics
Total Parcels 171
Total Parcels Levied 171
Anticipated Total Assessed Value / $100 $559,109.54
Proposed Rate per $100 of Assessed Value $0.115
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $64,297.60
Fund Balance Information
Beginning Operating Reserve Fund Balance $19,646.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $19, 646.00
Beginning Rehabilitation Reserve Fund Balance $101, 483.00 Rehabilitation Reserve Fund Adjustments $25,172.00
Anticipated Rehabilitation Reserve Fund Balance $126,655.00 Anticipated Total Ending Fund Balance $146, 301.00
Estimate of Cost
City of V allejo
Ridgecrest Landscape Maintenance District
Fund Number 0193 (#169)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is not adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund is adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Somerset Highlands (I/II)
The District lies within the City of Vallejo, generally located within the area bounded by Columbus Parkway, Georgia Street, and Regents Parkway.
Special District Features
The District was originally formed in 1975.
The District has 2 acres of native and ornamental ground cover, shrubbery and trees. The District has 5 acres of weed control.
Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $.06, Maximum Rate:
$1.25.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Columbus Parkway, Georgia Street, and Regents Parkway.
Improvements
The District maintains landscaping and weed control in the following areas:
Slope along Columbus Parkway from Georgia Street north to the rail fence and south to Regents Parkway.
Open space along Regents Parkway to Brunswick.
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $51,930
Salaries & Benefits $21,251
Services & Supplies $2,103
Landscape Water $4,344
Utilities $300
Landscape Rehabilitation / Vandalism $10,000
Capital Projects $0
Total Direct Costs $89,928
Administration Costs
Administration & Overhead $10,184
County Administration Fees $0
Professional Fees $449
Total Administration Costs $10,633
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $100,561
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $889
Contribution (from) General Fund / Other Revenue ($3,318) Balance to Levy $98,132
District Statistics
Total Parcels 533
Total Parcels Levied 533
Anticipated Total Assessed Value / $100 $1,635,527.48
Proposed Rate per $100 of Assessed Value $0.060
Maximum Rate per $100 of Assessed Value $1.25
Total Assessment Levy $98,131.65
Fund Balance Information
Beginning Operating Reserve Fund Balance $50,280.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $50,280.50
Beginning Rehabilitation Reserve Fund Balance $330,005.50 Rehabilitation Reserve Fund Adjustments $889.00
Anticipated Rehabilitation Reserve Fund Balance $330,894.50 Anticipated Total Ending Fund Balance $381,175.00
City of V allejo
Somerset Highlands I & II Landscape Maintenance District Fund Number 0109 (#173)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Increase the assessment rate in order to ensure the Reserve Fund is not depleted in the near future.
Somerset Highlands III
The Somerset Highlands Three Landscape Maintenance District (District) serves a residential neighborhood located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1981.
The District has 7 acres of native and ornamental ground cover, shrubbery and trees.
The District has 4 acres of weed control.
Weed control in open space areas assists in fire protection.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $.144, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Locust Drive, Ascot Parkway, Columbus Parkway, and Rock Springs Golf Course.
Improvements
The District maintains landscaped areas and weed control in the following areas:
Landscape slope along the east and west side of Ascot Parkway. Medians from just south of Hawksbury Drive to the intersection of Columbus Parkway to the end of the sound wall along the north side of Columbus Parkway. Strip of landscaping running along two hundred feet east of the intersection of Columbus and Ascot Parkways at the sound wall to the back of the curb. Interior slope beneath the power lines and slope overlooking the Blue Rock Springs Golf Course.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $53,589
Salaries & Benefits $25,765
Services & Supplies $2,550
Landscape Water $11,947
Utilities $180
Landscape Rehabilitation / Vandalism $15,000
Capital Projects $0
Total Direct Costs $109,031
Administration Costs
Administration & Overhead $12,347
County Administration Fees $0
Professional Fees $537
Total Administration Costs $12,884
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $121,915
Cont ribut ion t o / (f rom) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund ($6,277)
Contribution (from) General Fund / Other Revenue ($1,111) Balance to Levy $114,527
District Statistics
Total Parcels 233
Total Parcels Levied 233
Anticipated Total Assessed Value / $100 $795,326.93
Proposed Rate per $100 of Assessed Value $0.144
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $114,527.08
Fund Balance Information
Beginning Operating Reserve Fund Balance $60,957.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $60,957.50
Beginning Rehabilitation Reserve Fund Balance $123,985.50 Rehabilitation Reserve Fund Adjustments ($6,277.00)
Anticipated Rehabilitation Reserve Fund Balance $117,708.50 Anticipated Total Ending Fund Balance $178,666.00
City of Vallejo
Somerset Highlands III Landscape Maintenance District
Fund Number 0171 (#176)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is not adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund is adequately funded. Increase the assessment if direct costs are anticipated to remain at the current level in order to adequately fund the Reserve Fund.
Springtree
The Springtree Landscape Maintenance District (District) serves a residential neighborhood consisting of four developments located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1978 with one annexation in 1979. The District has 1 acre of native and ornamental ground cover, shrubbery and trees The District has 10 acres of weed control.
Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $.195, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Tuolumne Street, Guava Court, Platt and Wake Court, Parkview Terrace, Phoenix Circle and the water treatment fence line.
Improvements
The District maintains landscaping and weed control in the following areas:
Landscaping along Tuolumne Street starting from Parkview Terrace, Public LMD behind lot 7, ending at the intersection of Phoenix Circle.
South side of Tuolumne Street beginning at Ridgeview Drive and ending at the rear of lot 8 at Guava Court.
Behind the residences along the south side of Mitchell Court and Riverview Drive. Open space bounded by Platt and Wake Court and Parkview Terrace and the water treatment plant fence line.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Public LMD on the north side of Amber Avenue, south side adjoining the park. Public LMD situated below Phoenix Circle from lots 27‐42 and behind the homes on Pepper Avenue.
Capital projects include remove and replace landscape and irrigation to keep up with current standards.
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $36,842
Salaries & Benefits $19,705
Services & Supplies $1,950
Landscape Water $8,688
Utilities $1,200
Landscape Rehabilitation / Vandalism $15,000
Capital Projects $0
Total Direct Costs $83,385
Administration Costs
Administration & Overhead $9,443
County Administration Fees $0
Professional Fees $683
Total Administration Costs $10,126
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $93,511
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $63,001
Contribution (from) General Fund / Other Revenue ($8,989) Balance to Levy $147,523
District Statistics
Total Parcels 297
Total Parcels Levied 297
Anticipated Total Assessed Value / $100 $756,528.72
Proposed Rate per $100 of Assessed Value $0.195
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $147,523.10
Fund Balance Information
Beginning Operating Reserve Fund Balance $46,755.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $46, 755.50
Beginning Rehabilitation Reserve Fund Balance $1,099, 146.50 Rehabilitation Reserve Fund Adjustments $63,001.00
Anticipated Rehabilitation Reserve Fund Balance $1,162,147.50 Anticipated Total Ending Fund Balance $1,208, 903.00
City of V allejo
Springtree Landscape Maintenance District
Fund Number 0192 (#172)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Summit II
The Summit Two Landscape Maintenance District (District) serves a residential neighborhood made from two subdivisions located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1978 with one annexation in 1979. The District has 3.5 acres of weed control.
Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $.095, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Hillview Drive, Sunrise Way and the P.G. & E. towers.
Improvements
The District maintains landscaping and weed control in the following areas:
Remove the hazardous tree conditions behind the homes on Hillview and Sunrise Drive.
Improve the fire protection grass control under the PGE power lines.
Financial Information
The Direct Costs of the District have not changed significantly from fiscal year 2021‐2022 to fiscal year 2022‐2023. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $6,218
Salaries & Benefits $4,539
Services & Supplies $449
Landscape Water $0
Utilities $0
Landscape Rehabilitation / Vandalism $8,000
Capital Projects $0
Total Direct Costs $19,206
Administration Costs
Administration & Overhead $2,175
County Administration Fees $0
Professional Fees $220
Total Administration Costs $2,395
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $21,601
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $28,636
Contribution (from) General Fund / Other Revenue ($2,751) Balance to Levy $47,486
District Statistics
Total Parcels 171
Total Parcels Levied 171
Anticipated Total Assessed Value / $100 $499,852.50
Proposed Rate per $100 of Assessed Value $0.095
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $47,485.99
Fund Balance Information
Beginning Operating Reserve Fund Balance $10,800.50
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $10,800.50
Beginning Rehabilitation Reserve Fund Balance $334,203.50 Rehabilitation Reserve Fund Adjustments $28,636.00
Anticipated Rehabilitation Reserve Fund Balance $362,839.50 Anticipated Total Ending Fund Balance $373,640.00
City of Vallejo
Summit II Landscape Maintenance District
Fund Number 0188 (#164)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Town & Country
The Town & Country One Landscape Maintenance District (District) serves a residential neighborhood located in northwest Vallejo. The District is fully developed.
Special District Features
The District was formed in 1980.
The District has 1.5 acres of ornamental shrubbery and trees. Weed control assists in fire protection.
Ad Valorem rate per $100 of assessed valuation: Current Rate: $.150, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, generally located within the area bounded by Fairgrounds Drive, Marine World Parkway fence, and the North Vallejo Community Park Ball Field.
Improvements
The District maintains landscaping and weed control in the following areas:
Slope on Fairgrounds Drive from Marine World Parkway fence to the North Vallejo Community Park Ball Field.
Walkway from Basalt down to the North Vallejo Community Park Ball Field.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Financial Information
The Direct Costs of the District have increased from fiscal year 2021‐2022 to fiscal year 2022‐2023 due to planned landscape rehabilitation projects. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 B udget
Contract Maintenance Costs $15,365
Salaries & Benefits $7,347
Services & Supplies $727
Landscape Water $2,172
Utilities $480
Landscape Rehabilitation / Vandalism $5,000
Capital Projects $0
Total Direct Costs $31,091
Administration Costs
Administration & Overhead $3,521
County Administration Fees $0
Professional Fees $210
Total Administration Costs $3,731
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $34,822
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $13,387
Contribution (from) General Fund / Other Revenue ($1,212) Balance to Levy $46,997
District Statistics
Total Parcels 124
Total Parcels Levied 124
Anticipated Total Assessed Value / $100 $313,314.45
Proposed Rate per $100 of Assessed Value $0.150
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $46,997.17
Fund Balance Information
Beginning Operating Reserve Fund Balance $17,411.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $17,411.00
Beginning Rehabilitation Reserve Fund Balance $161,694.00 Rehabilitation Reserve Fund Adjustments $13,387.00
Anticipated Rehabilitation Reserve Fund Balance $175,081.00 Anticipated Total Ending Fund Balance $192,492.00
Estimate of Cost
City of V allejo
Town & Country 1 Landscape Maintenance District
Fund Number 0122 (#165)
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Woodridge
The Woodridge Landscape Maintenance District (District) serves a residential neighborhood located in northeast Vallejo. The District is fully developed.
Special District Features
The District was formed in 1977.
The District has 6 acres of native and ornamental ground cover, shrubbery and trees. The District has 11 acres of weed control.
Weed control in open space areas assists in fire protection. Ad Valorem rate per $100 of assessed valuation: Current Rate: $.071, Maximum Rate:
$1.50.
Boundaries
The District lies within the City of Vallejo, made up of several islands as generally located within the area bounded by Tennessee Street and Oakwood; Masonic Drive and Oakwood; Evergreen, Parhaven Court and Temple; Woodson Way, Blue Bird, Robin Courts, Skyline Drive and Blue Rock Springs Corridor.
Improvements
The District maintains landscaping and weed control in the following areas:
Landscaped slope along the north side of Tennessee Street behind Lain Court. Island at the corner of Tennessee and Oakwood, the easement directly west of the island and behind the homes of Bridge Court.
Easement off Evergreen Way on the south side bounded by the rear yard fences of Curtis and Springbrook.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Easement open space up slope of Evergreen and behind Park Haven Court and down slope of Temple.
Open space between Masonic Drive and Oakwood just south of Justin Court. Open space above Woodson Way and below Blue Bid and Robin Courts. The rear slope of Wood Court, Skyline Drive, and Masonic Court above Blue Rock Springs Corridor including the eucalyptus grove to within one hundred feet of the creak at high stage.
Slope behind Creekview, Glenview, and the open space entrance to the rear slope and frontage along the creek behind the private frontage road along Redwood. The islands of Redwood and the frontage landscaping from just west of Foothill to Doncaster on the north side and 500 feet west of Topley on the south side.
Financial Information
The Direct Costs of the District have increased from fiscal year 2021‐2022 to fiscal year 2022‐2023 due to planned landscape rehabilitation projects. The proposed assessment is below the maximum rate and is considered an exempt assessment pursuant to Californian Constitution Article XIIID Section 5(b).
The amounts identified as “Landscape Rehabilitation” or “Capital Projects” may be budgeted and spent each fiscal year as shown, or collected and held for the future in the Rehabilitation Fund.
The program can also draw from the Operating Reserve Fund as necessary if funds are in excess of six months of levy revenue. Replacement, rehabilitation or refurbishment of the improvements is an essential part of maintenance, but these projects and expenses will often impact the long‐ term financial stability of the District. Prior to the implementation of any rehabilitation plan, the City should closely evaluate the merits of the project.
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Direct Costs 2022-23 Budget
Contract Maintenance Costs $31,816
Salaries & Benefits $18,626
Services & Supplies $1,844
Landscape Water $11,295
Utilities $240
Landscape Rehabilitation / Vandalism $15,000
Capital Projects $0
Total Direct Costs $78,821
Administration Costs
Administration & Overhead $8,926
County Administration Fees $0
Professional Fees $419
Total Administration Costs $9,345
Collections / (Credits) Applied To Levy
Total Direct and Administration Costs $88,166
Contribution to / (from) Reserve Fund $0
Contribution to / (from) Rehabilitation Fund $4,596
Contribution (from) General Fund / Other Revenue ($2,714) Balance to Levy $90,048
District Statistics
Total Parcels 449
Total Parcels Levied 449
Anticipated Total Assessed Value / $100 $1,268,284.20
Proposed Rate per $100 of Assessed Value $0.071
Maximum Rate per $100 of Assessed Value $1.50
Total Assessment Levy $90,048.18
Fund Balance Information
Beginning Operating Reserve Fund Balance $44,083.00
Operating Reserve Fund Adjustments $0.00
Anticipated Operating Reserve Fund Balance $44,083.00
Beginning Rehabilitation Reserve Fund Balance $317,214.00 Rehabilitation Reserve Fund Adjustments $4,596.00
Anticipated Rehabilitation Reserve Fund Balance $321,810.00 Anticipated Total Ending Fund Balance $365,893.00
City of Vallejo
Woodridge Landscape Maintenance District
Fund Number 0118 (#174)
Estimate of Cost
CITY OF VALLEJO
LANDSCAPE MAINTENANCE DISTRICTS
OVERVIEW REPORT, FY 2022‐2023
Recommendations
The Reserve Fund balance for the District is adequately funded.
The following are recommendations to the City:
Ensure the District Reserve Fund remains adequately funded. Consider decreasing the assessment in the future provided the current level of service is unchanged and there are no unforeseen expenditures.
Attachment a.
RESOLUTION NO. ___
RESOLUTION ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS ON PROPERTIES
IN THE CIMARRON HILLS/MADIGAN, COLLEGE HILLS, COSTA DEL RIO (SEAVIEW), SOMERSET
HIGHLANDS I/II, HUNTER RANCH I/II, GLEN COVE I/II, MONICA PLACE, RIDGECREST, SOMERSET HIGHLANDS Ill, SPRINGTREE/FLEMING HILL, SUMMIT II, TOWN AND COUNTRY I, WOODRIDGE, AND GREENMONT/SEAPORT HILLS MAINTENANCE DISTRICTS FOR FISCAL YEAR 2022-2023 WHEREAS, the City of Vallejo currently has 27 Landscape Maintenance Districts,14 of which were established pursuant to the Improvement Act of 1911 and which are as follows: Cimarron Hills/Madigan, College Hills, Costa Del Rio (Seaview), Glen Cove I/II, Somerset Highlands I/II, Summit II, Hunter Ranch I/II, Monica Place, Ridgecrest, Somerset Highlands III, Springtree/Fleming Hill, Town & Country I, Woodridge; and Greenmont/Seaport Hills (hereinafter referred to as the “Districts”); and WHEREAS, the City Council has, by previous Resolutions, preliminarily approved the Overview Report (hereinafter referred to as the "Report") that describes the assessments against the parcels of land within the Districts for the Fiscal Year commencing July 1, 2022 and ending June 30, 2023; and WHEREAS, the provisions of the Improvement Act of 1911 (California Streets and Highways Code section 5000 et seq.) (hereafter referred to as the "Act") provides for the levy and collection of assessments by the County of Solano on behalf of the City of Vallejo to pay the costs and expenses of operating, maintaining, and servicing the landscaping and all appurtenant facilities and operations related thereto located within the Districts; and WHEREAS, the City Council desires to levy and collect assessments against the parcels of land within the Districts for the fiscal year commencing July 1, 2022 and ending June 30, 2023, to pay the costs and expenses of operating, maintaining and servicing the landscaping and all appurtenant facilities and operations related thereto located within the Districts.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL AS FOLLOWS:
Section 1Following notice duly given, the City Council has held a full and fair public hearing regarding the levy and collection of assessments in the Districts, the Engineer’s Report prepared in connection therewith, and has considered all oral and written statements, protests and communications made or filed by interested persons regarding these matters.
Section 2Based upon its review of the Engineer’s Report, the City Council hereby approves the Report estimating the costs to operate, maintain and service the Districts for Fiscal Year 2022-2023 and finds and determines that the net amount to be assessed upon the lands within the Districts for the fiscal year commencing July 1, 2022 and ending June 30, 2023 shall be apportioned by a formula and method which fairly distributes the net amount among all eligible parcels in proportion to the estimated special benefits to be received by each parcel from the improvements and services.
Section 3The City Council hereby levies against and upon all of the real property within the Districts a special assessment upon each $100.00 of assessed value thereof, for the maintenance and operating costs of the Districts for the fiscal year commencing July 1, 2022 and ending June 30, 2023, as follows:
DISTRICT
Cimarron Hills-Madigan $0.162/$100.00
College Hills $0.100/$100.00
Costa Del Rio (Seaview) $0.287/$100.00
Somerset I/II $0.060/$100.00
Hunter Ranch I/II $0.100/$100.00
Monica Place $0.187/$100.00
Ridgecrest $0.115/$100.00
Somerset Ill $0.144/$100.00
Springtree-Fleming $0.195/$100.00
Summit II $0.095/$100.00
Town & Country I $0.150/$100.00
Woodridge $0.071/$100.00
Greenmont/Seaport Hills $0.032/$100.00
Glen Cove I/II $0.190/$100.00
Section 4Immediately upon the adoption of this Resolution, but in no event later than the third Monday in August following such adoption, the City Clerk shall file a certified copy of the assessments and a certified copy of this Resolution with the Auditor of the County of Solano. Upon such filing, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount of assessment thereupon as shown in the assessment. The assessments shall be collected at the same time and in the same manner as County taxes are collected and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. After collection by the County, the net amount of the assessments, after deduction of any compensation due the County for collection, shall be paid to the City of Vallejo, City Treasurer.
Section 5The Finance Director shall deposit all money representing assessments collected by the County for the Districts to the credit of a fund for each of the fourteen Landscape Maintenance Districts and such money shall be expended only for the maintenance, operation and servicing of each of the Landscape Maintenance Districts.
Adopted by the City Council of the City of Vallejo at a regular meeting held on June 14, 2022 with the following vote:
AYES:
NOES:
ABSENT:
____________________________________
ROBERT MCCONNELL, MAYOR
ATTEST: _____________________________________
DAWN G. ABRAHAMSON, CITY CLERK
ACTION ITEM 9.D.
DATE: June 14, 2022
TO: Mayor and Members of the City Council
FROM: Melissa Tigbao, Public Works Director
SUBJECT: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING THE
ENGINEER'S REPORT AND ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS ON PROPERTIES IN THE HIDDENBROOKE MAINTENANCE DISTRICT FOR FISCAL YEAR 2022-2023
RECOMMENDATION
Hold a Public Hearing, receive public input, and adopt a Resolution that approves the Engineer's Report and orders the levy and collection of assessments on properties in the Hiddenbrooke Maintenance District for Fiscal Year (FY) 2022-2023.
REASONS FOR RECOMMENDATION
The City Council appointed SCI Consulting Group, Inc. as the Engineer of Work and directed it to prepare the Engineer's Report for the District. The Report identifies all assessable parcels within the District and was prepared in accordance with the Landscape and Lighting Act of 1972 and California Constitution Article XIIID (Proposition 218).
BACKGROUND AND DISCUSSION
The City of Vallejo has 27 Landscape Maintenance Districts, thirteen of which were established in accordance with the Landscape and Lighting Act of 1972 (1972 Act), and fourteen of which were established in accordance with the Improvement Act of 1911 (1911 Act). The City Council will be considering the 1911 Act districts and the 1972 Act districts under separate Council actions. Approval of this resolution formally establishes the assessments for the Hiddenbrooke Maintenance District for fiscal year 2022-2023 (FY 2022- 2023).
An Engineer’s Report (Report) is prepared annually for the Hiddenbrooke Maintenance District. The Report analyzes the District based on “equivalent benefit units” (EBU). One EBU is applied to a single-family residence. Proposed assessments for each parcel are based on the special benefit received by the parcels within the district. The proposed FY 2022-2023 budget for the Hiddenbrooke Maintenance District is included as part of the Report.
The FY 2022-2023 Report for the Hiddenbrooke Maintenance District is included as an attachment to this staff report and is also on file in the City Clerk’s Office (3RD floor) and in the Department of Public Works (4th Floor), City Hall, 555 Santa Clara Street, Vallejo, California 94590.
FISCAL IMPACT
The proposed Hiddenbrooke Maintenance District annual assessment for FY 2022-2023 is $721,027 or $611.04 per EBU. This assessment rate is a decrease over last year’s annual assessment rate in order to decrease the contribution to the rehabilitation reserve fund as it is currently adequately funded.
The General Fund will contribute $2,776 to the District to cover the general benefit received by parcels located
Date: June 14, 2022
Subject: HOLD A PUBLIC HEARING AND ADOPT A RESOLUTION APPROVING THE
ENGINEER'S REPORT AND ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS ON PROPERTIES IN THE HIDDENBROOKE MAINTENANCE DISTRICT FOR FISCAL YEAR 2022-2023
outside the District, as described in the Engineer’s Report. These general benefit costs cannot be assessed to the District.
ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines section 15378.
ATTACHMENTS
1. Vallejo HMD ER 4-7-22
2. Reso Public Hearing HMD_CAO Stamp (1)
CONTACT
Melissa Tigbao, Public Works Director, (707) 648-4301
[email protected]
Jason Lacey, Landscape Maintenance Manager, (707) 553-7219 [email protected]
ENGINEER’S REPORT
City of Vallejo
Hiddenbrooke Maintenance District
Fiscal Year 2022‐23
Pursuant to the City of Vallejo Municipal Code
Chapter 14.30 and Article XIIID of the California
Page i
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Page ii
Table of Contents
Introduction ................................................................................................................. 1 Overview.................................................................................................................................... 1 Assessment Process .................................................................................................................. 3 Engineer’s Report ...................................................................................................................... 3 Plans & Specifications .................................................................................................. 4 Fiscal Year 2022‐2023 Estimate of Cost and Budget .................................................... 10 Cost Estimates ......................................................................................................................... 10 Method of Apportionment ......................................................................................... 18 Method of Apportionment ...................................................................................................... 18 Discussion of Benefit ............................................................................................................... 18 General versus Special Benefit ................................................................................................ 20 Benefit Finding ........................................................................................................................ 20 Method of Assessment ............................................................................................................ 25 Assessment Range Formula .................................................................................................... 27 Duration of Assessment .......................................................................................................... 29 Appeals and Interpretation ..................................................................................................... 30 Assessment ................................................................................................................ 31 Appendix A ‐ 2022‐2023 Assessment Roll ................................................................... 33 Appendix B ‐ Assessment Diagram ............................................................................. 34
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Introduction
Overview
On January 28, 1992, the City of Vallejo (the “City”) City Council (the “Council”), adopted Resolution No. 92‐46 N.C. approving the Engineer’s Report, confirming diagram and assessment, ordering improvements and formation of the “Sky Valley Maintenance Assessment District.” The City originally formed the Sky Valley Maintenance Assessment District to pay for certain public improvements, including but not limited to, storm water management, street system maintenance, open space maintenance, landscape maintenance, and geotechnical monitoring and maintenance.
On October 6, 1998, the Council by Resolution No. 98‐373 approved the Engineer’s Report for the levy and collection of an increased assessment within the District for Fiscal year 1999‐2000. Prior to the adoption of the annual assessments and Engineer’s Report, the City Council conducted mailed ballot proceedings in accordance with the requirements of the California Constitution Article XIIID. In addition to the property owner balloting for the assessments, the name of the District was changed from the “Sky Valley Maintenance Assessment District” to the “Hiddenbrooke Maintenance District” or “HMD” to reflect the name change of the former Sky Valley development. The approved Report identified the special benefits received by property within the HMD, addressed public and general benefits as required by Article XIIID and established the maximum assessment rate and the application of that rate to the various land uses within the District.
Prior to Fiscal Year 2000‐2001, the property owners within the District requested the City maintain additional improvements including a “Welcome Center” and a Passive Park within the development. A second majority protest ballot proceeding for an increased maximum assessment and inflationary formula resulting from the addition of the Welcome Center and Passive Park was conducted. The tabulation of ballots returned indicated 100% approval of the new maximum assessment of $509.00 per Equivalent Dwelling Unit (Equivalent Benefit Unit) including an annual inflationary adjustment based on the annual percentage change in the Consumer Price Index (CPI). On February 15, 2000 the Council, by Resolution No. 00‐72, approved a supplemental Report that added the maintenance of the additional improvements and established the maximum assessment rate and formula for the District.
In Fiscal Year 2002‐2003, property owners within the Hiddenbrooke Maintenance District asked the City to reconstruct the District budget and assessment methodology to simplify the budgeting of expenditures and revenues, and to develop a more equitable methodology. The reconstruction resulted in the following changes:
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
1. The assessment methodology was changed to simplify the calculation of the annual levy and to reduce the potential for future errors. The trigger for property development status has changed from building permit issuance to development status according to the County of Solano Secured Roll as of January 1st of the fiscal year prior to the upcoming fiscal year in which the levy will take place. For example, development status according to the County secured roll as of January 1, 2003 would be used for the Fiscal Year 2003‐2004 levy. Previously, the trigger date was based on the issuance of a building permit by March 1st of the fiscal year prior to the upcoming fiscal year in which the levy would have taken place.
2. An increased Maximum Assessment of $532.22 per Equivalent Dwelling Unit including an annual inflationary adjustment based on the annual percentage change in the Consumer Price Index (CPI) as calculated by the Bureau of Labor Statistics (BLS).
3. The Hiddenbrooke developer‐funded reserve balance was intended to be spent for improvements. It will now be set aside as a reserve fund based on the original agreement with the City of Vallejo.
4. The Golf Course Property, including the parcel that has the Golf Course Clubhouse situated upon it, is not included within the boundaries of the District and, accordingly, is not subject to assessment by the HMD.
A third majority protest ballot proceeding for the changes described above was conducted. The tabulation of ballots returned indicated approval, and on July 22, 2003 the Council, by Resolution, approved an Engineer’s Annual Levy Report that established the maximum assessment rate, formula and boundaries for the District.
In Fiscal Year 2004‐2005, the City proposed to annex the Orchards development, at the south end of the original District, in order to provide funding for the operations and maintenance of improvements in this area. A fourth majority protest ballot proceeding for the annexation and maximum assessment of $534.88 per Equivalent Dwelling Unit including an annual inflationary adjustment based on the annual percentage change in the CPI. On June 8, 2004 the Council, by Resolution, approved a supplemental Report that annexed the Orchards development and established the maximum assessment rate and formula.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Assessment Process
This Engineer’s Report ("Report") was prepared to establish the budgets for the continued capital improvement and services expenditures that would be funded by the proposed 2022‐23 assessments, determine the benefits received from the lighting and landscaping maintenance and improvements by property within the HMD and the method of assessment apportionment to lots and parcels within the HMD. This Report and the proposed assessments have been made pursuant to the provisions of Chapter 14.30 of the Vallejo Municipal Code, the Landscaping and Lighting Act of 1972, and Article XIIID of the California Constitution (the “Article”).
In each subsequent year for which the assessments will be continued, the Council must direct the preparation of an Engineer's Report, budgets and proposed assessments for the upcoming fiscal year. After the Engineer's Report is completed, the Council may preliminarily approve the Engineer's Report and proposed assessments and establish the date for a public hearing on the continuation of the assessments. This Report was prepared pursuant to the direction of the Council.
If the Council approves this Engineer's Report and the continuation of the assessments by resolution, a notice of assessment levies must be published in a local paper at least 10 days prior to the date of the public hearing. The resolution preliminarily approving the Engineer's Report and establishing the date for a public hearing is used for this notice.
Following the minimum 10‐day time period after publishing the notice, a public hearing is held for the purpose of allowing public testimony about the proposed continuation of the assessments. This hearing is currently scheduled for June 14, 2022. At this hearing, the Council will consider approval of a resolution confirming the continuation of the assessments for fiscal year 2022‐2023. If so confirmed and approved, the assessments would be submitted to the County Auditor/Controller for inclusion on the property tax rolls for Fiscal Year 2022‐2023.
Engineer’s Report
SCI Consulting Group has been retained by the City as the Assessment Engineer for this Assessment since 2011‐2012. Language taken from the previous Engineer's Report is shown in Times New Roman, 10 pt. Font.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Plans & Specifications
The work and improvements (the “Improvements”) are proposed to be undertaken by the City of Vallejo Hiddenbrooke Maintenance District and the cost thereof paid from the levy of the annual assessment provide special benefit to Assessor Parcels within the District as defined in the Method of Assessment herein. The improvements that may be provided to properties within or adjacent to the District may include any or all of the improvements described under Section 14.30.100 of the Vallejo Municipal Code. These improvements include, but are not limited to, the following services:
Storm water management
Street system maintenance
Open space maintenance
Trail maintenance
Landscape and appurtenant facilities maintenance
Tree maintenance
Geotechnical monitoring and maintenance
Welcome Center operation and maintenance
Waterfall maintenance
Monument maintenance
Passive park maintenance
Installation, maintenance and servicing of public facilities, and incidental expenses, including but not limited to, street lights, public lighting facilities, landscaping, sprinkler systems, statuary, fountains, other ornamental structures and facilities, landscape corridors, ground cover, shrubs and trees, street frontages, drainage systems, fencing, entry monuments, graffiti removal and repainting, and labor, materials, supplies, utilities and equipment, as applicable, for property owned and maintained by the City of Vallejo.
Any plans and specifications for these improvements will be filed with the Public Works Director of the City of Vallejo and are incorporated herein by reference.
Installation means the construction of lighting and landscaping improvements, including, but not limited to: land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage and lights.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of any improvement, including repair, removal or replacement of all or any part of any improvement; providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; the removal of trimmings, rubbish, debris, and other solid waste, and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
Servicing means the furnishing of electric current or energy for the operation or lighting of any improvements, and water for irrigation of any landscaping or the maintenance of any other improvements.
Incidental expenses include all of the following: (a) The costs of preparation of the report, including plans, specifications, estimates, diagram, and assessment; (b) the costs of printing, advertising, and the giving of published, posted, and mailed notices; (c) compensation payable to the County for collection of assessments; (d) compensation of any engineer or attorney employed to render services in proceedings pursuant to this part; (e) any other expenses incidental to the construction, installation, or maintenance and servicing of the Improvements; (f) any expenses incidental to the issuance of bonds or notes pursuant to Streets & Highways Code Section 22662.5; and (g) costs associated with any elections held for the approval of a new or increased assessment. (Streets & Highways Code §22526).
The assessment proceeds will be exclusively used for Improvements within the Assessment District plus Incidental expenses.
The improvements provided through the District are essentially monitoring and maintenance services. The plans and specifications for the work consist of schematic maps, letters, agreements, conditions, cost estimates and related documents which describe the nature and scope of the monitoring and maintenance activities to be performed. These documents include but are not limited to the following:
1. Map entitled Hiddenbrooke Nature Trail by Phillippi Engineering, Inc. dated March 1997 as amended
2. Agreement dated February 2, 1989 concerning mitigation measures relating to Storm Drainage and Water Supply between Sky Valley Company and the City of Benicia
3. Letter from Greater Vallejo Recreation District (GVRD) to the City of Vallejo dated February 24, 1997 regarding Sky Valley Maintenance Assessment District
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
4. HMD summary of budgets with attachments prepared by the City of Vallejo dated May 19, 1997
5. HMD estimated budget for year 0 to 15 (build out) prepared by the City of Vallejo dated June 1997
6. Landscape maintenance specification for public streets in the HMD
7. Portions of the Hiddenbrooke Specific Plan, as amended, which contains maintenance specifications and criteria
8. Hiddenbrooke Parkway Welcome Center Services Agreement
9. Letter in regard to Solicitor’s Opinion that Hiddenbrooke Golf Course will fund its own landslide repair improvements
The foregoing documents are available for review in the office of the City Engineer and are incorporated herein by reference.
General Definitions
The terms hereinafter set forth have the following meanings in this Report and have been maintained, verbatim from the previous Engineer’s Report:
“Acreage” means the gross acreage of any Assessor’s Parcel of real property in the HMD calculated to two (2) decimal places, without any deduction for any intrusions or limitations of usage, including but not limited to, easements , public or private rights of way, utility installment or parking area improvements. The acreage of each Assessor’s Parcel shall be as determined by the City Engineer. The City Engineer may rely upon a certification or certifications of one or more licensed civil engineers (or such other documentation as the City Engineer deems appropriate in the circum stances) in making the determination as to the acreage of any specific Assessor’s Parcel.
“Assessor’s Parcel” means a lot or parcel shown in an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number (APN).
“Assessor’s Parcel Map” means an official map of the County Assessor of the County of Solano designating parcels by Assessor’s Parcel Number.
“Commercial Property” or “COM” means Developed Property used for commercial or industrial purposes other than property assigned to Land Use Designations SFR, SFV, MFR, MFV, CMV, SPC or EXE. This land use has improvement value according to the Solano County Secured roll. This land use type is assessed at 1.00 EBU per every 3,000 square feet of building square footage or portion thereof.
“Developed Property” means all Assessors’ parcels within the Hiddenbrooke Maintenance Assessment District for which pa rcel data, from the most current Solano City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
County Secured Roll available as of January 1 of the calendar year in which the Report is being prepared, shows improvement value on that property.
“Equivalent Benefit Unit” or “EBU” means a basic measurement unit of benefit. A parcel with the SFR designation consists of one (1) EBU and is the baseline measure of benefit to which all other land use designations are compared within the HMD. EBUs are rounded to two (2) decimal places.
“Exempt Property” or “EXE” is a land use designation that identifies properties that are not assessed and are assigned 0.00 EBU. This land use classification may include, but is not limited to, lots or parcels identified as public streets and other roadways, dedicated public easements, open space areas and rights-of-way including greenbelts and parkways utility rights-of-way, common areas, sliver parcels and bifurcated lots or any other property that cannot be developed, park properties and other publicly owned properties that are part of the District improvements or that have little or no improvement value. These types of parcels are considered to receive incidental or no benefit from the improvements and are therefore exempted from assessment.
“Fiscal Year” is the City’s fiscal year beginning July 1 and ending June 30.
“Golf Course Property” means any property planned under the Specific Plan to be used as a golf course and related or appurtenant facilities and improvements, including but not limited to a driving range and a clubhouse, which property is not assessed within the HMD.
“HMD” is the abbreviation for Hiddenbrooke Maintenance District.
“Hotel” or “HOT” means a structure or structures including Hotel Rooms and related facilities (including but not limited to restau rants and food service facilities, conference rooms and meeting halls) (i) operated for the accommodation of transient guests and including any hotel as defined in the California Civil Code or (ii) operated as a condominium hotel in accordance with the Specific Area Plan. This land use is assessed
0.15 EBU per Hotel Room on a developed lodging use-related parcel and 0.12 EBU per Hotel Room on an undeveloped, planned lodging use-related parcel.
“Hotel Room” means each individual condominium unit or room within a Hotel designed to provide accommodations for transient guests or other occupants of the Hotel.
“Improvement” means one or any combination of the following: (i) maintenance of regional park land, (ii) maintenance of parks and parkways, (iii) maintenance of open space, (iv) maintenance of streets (v) operation and maintenance of a welcome center (vi) provision of flood control and storm protection services, (vii) related facilities, along with appurtenances and appurtenant work deemed necessary for provision of services and maintenance and (viii) incidental expenses related thereto.
“Multi-Family Residential” or “MFR” means Developed Property and is defined as a fully subdivided and developed residential parcel that has more than one residential unit developed on the property and has improvement value according to the Solano County Secured Roll data. This land use is assessed 0.90 EBU per dwelling unit.
“Parcel” refers to an individual property assigned its own Assessment Number (Assessor’s Parcel Number—APN) by the Solano County Assessor’s Office. The Solano County Auditor/Controller uses Assessment Numbers and specific District Fund Numbers, to identify on the tax roll, properties assessed for special district benefit assessments.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
“Planned Lot” is a land use defined as any property not subdivided with a specific number of proposed residential lots or dwelling units to be developed on the parcel where a final map has been recorded for the parcel.
“Publicly Owned Property” means any land within the Hiddenbrooke Maintenance Assessment District (i) conveyed or irrevocably offered for dedication to a public agency, (ii) which is encumbered by easements for the benefit of public entities or utilities which make impractical utilization of the real property for other than the purpose set forth in the easement.
“Single-Family Residential” or “SFR” means Developed Property and is defined as a fully subdivided and developed attached or detached residential, single-family property site with improvement value according to the Solano County Secured Roll data. This land use is assessed 1.00 EBU per lot or parcel. This is the base value that all other land use types are compared and weighted against (i.e. Equivalent Benefit Unit or EBU.)
“Situs” means the property location address.
“Special Designation Property” or “SPC” is a land use designation factor defining undeveloped property that has more than one type of planned land use associated with it.
A common example of such a property is one in which the property includes planned, unsubdivided single-family residential lots and planned commercial structural development. This land use is assessed at 0.60 EBU per planned SFV lot and 0.60 EBU per 3,000 square feet (or portion thereof) of planned commercial building square footage.
This category also includes undeveloped property that has been subdivided but on which construction has not yet begun.
“Specific Plan” means Hiddenbrooke Specific Plan adopted by the City Council on September 15, 1987 amended September 26, 1995.
“Undeveloped Commercial Property” or “CMV” means Undeveloped Property zoned exclusively for commercial or industrial purposes other than property assigned to Land Use Designations SFR, SFV, MFR, MFV, COM, SPC or EXE. This land use has no improvement value according to the Solano County Secured roll. This land use type is assessed at 1.50 EBU per acre. Parcels less than 1 acre in this category are assigned a minimum of 1.50 EBU. Parcels over 50 acres are assigned a maximum of 75.00 EBU.
“Undeveloped Multi-Family Residential” or “MFV” means Undeveloped Property that is an undeveloped residential, multi-family parcel without improvement value according to the Solano County Secured Roll data an d includes a specific number of proposed dwelling units to be developed on the parcel (defined as a Planned Lot). This land use is assessed 0.60 EBU per proposed dwelling unit.
“Undeveloped Property” means all Assessor’s parcels within the Hiddenbrooke Maintenance Assessment District for which pa rcel data, from the most current Solano County Secured Roll available as of January 1 of the calendar year in which the Report is being prepared, shows no improvement value on that property.
“Undeveloped Single-Family Residential” or “SFV” means Undeveloped Property and is defined as either 1) a fully subdivided yet undeveloped residential, single-family property lot or parcel without improvement value according to the Solano County Secured Roll data or 2) an unsubdivided, undevelope d residential, single-family parcel without improvement value according to the Solano County Secured Roll data which includes a specific number of proposed residential lots or dwelling units to be developed on the parcel City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
(defined as a Planned Lot). This land use is assessed 0.60 EBU per subdivided lot, per proposed residential lot, or per proposed dwelling unit.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Fiscal Year 2022 ‐2023 Estimate of Cost and Budget Cost Estimates
As defined in the Municipal Code, the cost estimates for the Improvements include the following:
a) The total costs for improvements to be made this fiscal year, being the total cost of constructing or installing all proposed improvements and of maintaining and servicing all existing and proposed improvements, including incidental expenses. This may include an operating reserve, which shall not reasonably exceed the estimated costs of maintenance and servicing to January of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. These estimated costs of maintenance and servicing typically include fixed landscape, open space and infrastructure items, as well as water, electricity and telephone utility items. The operating reserve fund can also be used to offset any unforeseen expenses during a given fiscal year, including, but not limited to, emergency repairs.
b) The amount of any surplus or deficit in the improvement fund to be carried over from the previous fiscal year
c) The amount of any contributions to be made from sources other than assessments levied pursuant to this part
d) The amount of the annual installment for the fiscal year Specifically, the budget includes, but is not limited to the following items:
Landscape Maintenance Contract – The landscaping contract is renewed annually and includes Landscape Maintenance, Open Space Management, Trail Maintenance, Tree Maintenance, Irrigation System Repairs, Waterfall Maintenance and Monuments as detailed below. Fiscal Year 2016‐2017 the Landscape Maintenance Contract was put out to bid and awarded, as a result the costs for Landscape Maintenance services increased.
Landscape Maintenance ‐ The ornamental landscape of Hiddenbrooke Parkway, Tot‐lot on Bennington Drive Park and numerous irrigated landscape areas make up the maintenance component. The park is approximately one acre in size and has a mixture of lawn, paved areas and resting areas. A portion of the park (Parcel I) will remain in a natural state consistent with the mitigation measures for the Hiddenbrooke development.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Open Space Management – Open space management is overseen by the City. Fire prevention is included within the landscape maintenance contract. Adverse soil surface irregularities are repaired and funded by the Developer Deposit Fund. This Fund was a condition of development for any repairs of the open space.
Trail Maintenance – The City manages the trail maintenance service. Trail maintenance is scheduled annually through the maintenance contract.
Tree Maintenance – Tree pruning and care will be performed on a rotating schedule as necessary to keep trees healthy, maintain the urban canopy and avoid unexpected tree limb breakage. An occasional tree replacement is also covered by this budget line but a large number or replacements would be included in the Rehabilitation Reserves budget.
Irrigation Systems Repairs – This budget item provides for the ongoing maintenance and repair of the existing irrigation system to ensure that it is properly functioning at all times.
As the systems age, larger scale preventative replacements and upgrading to systems that provide more efficient use of water may be done.
Waterfall Maintenance Contract ‐ Beginning 2015‐16 the waterfall maintenance contract is a part of the landscape maintenance contract.
Monuments – This budget item provides for the ongoing maintenance of monument landscape and irrigation throughout the district.
Salaries and Benefits – Staff time devoted to managing and inspecting Districts. The Public Works LMD reimbursement is proportionally spread amongst twenty‐seven (27) Districts based on each District’s budgeted direct and maintenance expense, inspections as a percentage of total costs in these categories for all Districts. Inspection costs are budgeted directly to the District as Field Inspection based on the historical and projected time spent in the inspection efforts.
Services & Supplies ‐ Vehicles, supplies and services devoted to managing and inspecting Districts.
Capital Projects – This item includes major repairs or capital improvement projects.
Landscape Rehabilitation & Vandalism — Landscape Rehabilitation includes landscape projects, which significantly benefit and upgrade HMD. These cost reflect only a proportional share of the entire cost of the project and are noted because the amount of design, planning, coordination and execution. This budget item represents a cost which has been identified by the city as above normal routine landscape maintenance inspection.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Vandalism ‐ Includes repairs and rehabilitation 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, frost, etc. These upgrades could include replacing plant materials and/or renovation of irrigation or lighting systems.
Utility – Includes the cost of water, electricity, and telephone. Amounts are budgeted based on historical usage and costs, considering published or projected rate increases for Vallejo Water, Vallejo Sanitation and PG&E. Water costs for the HMD include irrigation, the waterfall and the Welcome Center bathroom. Electricity costs include support for the irrigation systems, lights at the entry, Welcome Center lighting, and holiday tree lighting for the olive grove at the entry.
Utility Corridor Maintenance – All wet utilities come through the utility corridor and it is HMD’s emergency exit in the event Highway 80 closed. The utility corridor is maintained by the HMD and includes road surfacing and roadway improvements.
Welcome Center and Miscellaneous Repairs ‐ The Welcome Center Agreement specifies the required expenses to staff the facility with “Greeters” and Security personnel and provide roving patrols as directed by the Hiddenbrooke Property Owners Association (HPOA), which has been charged with directing the activity/operations of the Welcome Center. The Agreement will be annually renewable, subject to the consent of the service provider and the City. An annual allowance is included in the general budget for touch up painting, security camera systems or other items necessary to operations of the Welcome Center. If for any reason the Welcome Center should no longer be funded or desired in the future, the HMD Developer Deposit Fund may be used to cover the cost of removal.
Napa County Street System Maintenance – Approximately ½ mile of the entrance roadway, Hiddenbrooke Parkway, is situated in Napa County. As a condition of the District development, maintenance of this portion of the road will not be undertaken by Napa County. The District can expect to request and receive a high level of street maintenance services, above what the City normally provides under the General Fund.
Storm Water Management – The District was mandated in the Conditions of Approval for runoff emptying into Lake Herman, the emergency back‐up reservoir for the City of Benicia. This condition was initiated by the City of Benicia for water quality monitoring services, which is being provided by the Vallejo Sanitation and Flood Control District.
Professional Services – This is the estimated cost to the District for the Assessment Engineer to prepare this report and to calculate and submit the assessments to the Solano County Auditor’s office.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
County Administrative Services – This is the amount charged by the County for the cost of processing and collecting the annual levy on the property tax billings and remitting funds to the City of Vallejo. It is based on the total levy.
Administration & Overhead – The cost allocation of all particular departments and staff of the City, for providing general support, services and operations related to the various districts, enterprises and accounts of the City.
Number of District Parcels: This is the number of assessable parcels within a particular district. This number does not include exempt or non‐taxable parcels.
District Direct Cost: This is the sum total of the regularly budgeted direct costs for the District. The total direct costs include the budgeted expenses for: Maintenance, Water, Utilities, Vandalism/Natural Damage, and Special Maintenance/Services. The amount budgeted for Improvements/Rehabilitation reserve is not included in this dollar amount.
Geotechnical Monitoring/Maintenance – As a Condition of Approval the District is required to monitor slope stability. Funds are reserved to monitor slope movement, remove or repair landslides and any condition for which the District should require the services of a geologist or soil engineer. The Hiddenbrooke project was approved with Resolution 87‐613 Tentative Map 88‐10 (dated 1‐19‐1988) and Specific Area Plan (dated 1987). These documents require only a determination of the adequacy of the landslide repair but do not state to what degree of effort is needed.
Fund Balances
The HMD has its own improvement fund to be accounted for separately from all other City funds. All moneys representing special assessments, installment payments, contributions and annual interest earned and surplus/deficits from prior years’ expenses and revenues are deposited into this fund. The HMD divides the improvement fund into the following four (4) funds: the HMD Developer Deposit Fund, the HMD Rehabilitation Fund, the HMD Operating Reserve Fund, and the HMD Undesignated Reserve Fund.
Annual revenues that exceed the cost of annual operations will be deposited into the reserve funds to be used for future City Council approved projects and expenditures. City staff is currently working with the Hiddenbrooke HPOA’s HMD Advisory Committee to update the five (5) year Capital/Rehabilitation plan. The City can draw from the Rehabilitation Fund, as part of the improvement fund, only as necessary to cover the District improvements should the Undesignated Reserve Fund or current year budget be insufficient.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
HMD Developer Deposit Fund
The developers of Hiddenbrooke deposited $600,000 into the HMD Developer Deposit Fund during the 1999‐2000 Fiscal Year for any remediation work required within the Hiddenbrooke development or the Utility Corridor (UC) between Columbus Parkway and Hiddenbrooke. The fund will ensure the ability of the HMD to repair adverse land movement or impacts to improvements within the broader HMD areas and the Utility Corridor such as: debris flows, landslides, slope re‐grading due to erosion or earth movement, Utility Corridor monitoring/maintenance or slope repair, and maintenance or resurfacing of the a/c village trail due to expansive soil.
The Utility Corridor links Hiddenbrooke with St John’s Mine Road and is the responsibility of the Hiddenbrooke development. The corridor has suffered erosive damage due to the annual discharge of precipitation storm water from the Utility Corridor slopes and roadway. The UC lies within the Solano Land Trust Swett Ranch, formerly the PG & E properties and is entitled with a construction and maintenance easement which encumbers the UC. Approximately $168,000 has been spent since 2007 on engineers and consultants to develop a plan to remediate the corridor, but no actual work has been done.
The HMD Developer Deposit Fund balance can and does grow beyond the original $600,000 deposit. This deposit is subject to interest earnings. The City is allowed to invest this deposit in an interest bearing account and the resulting interest earnings are deposited directly to the HMD Developer Deposit Fund. The approximate interest earnings since the original deposit are represented in the Reserve Fund Information table located on the following pages.
The Welcome Center is planned to be remodeled in FY 2022‐2023; this project will be funded from the Developer Deposit Fund.
HMD Rehabilitation Fund
The Rehabilitation Fund was originally designated for repairs to the Napa County Road,
Debris Flow Cleaning, Slide Re‐grading, and maintenance or slope repair of the Utility Corridor Access Road. In FY 2003‐2004, the HMD Rehabilitation Fund was designated only for repairs to the Napa County portion of Hiddenbrooke Parkway and the other descriptive items were determined to be available for funding from the HMD Developer Deposit Fund. Beginning with FY 2010‐2011, the purpose of the HMD Rehabilitation Fund has been expanded to include the Napa County Road section and all other renovation and rehabilitation to landscape and irrigation systems within the HMD; effectively anything that is not in the Open Space areas or Utility Access or Utility Easements in the hillsides.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
The City Public Works Department has established $1 million as the cap for the sum total of the HMD Developer Deposit Fund, adjusted by the percentage increase in the Consumer Price Index for All Urban Consumers (CPI‐U), as distributed by the Bureau of Labor Statistics (BLS) for the Consolidated Metropolitan Statistical Area (CMSA) covering San Francisco‐Oakland‐San Jose. The percentage increase will be from February 1 of the prior year to February 1 of the current year, or similar time period.
The adjusted Developer Deposit Fund cap for Fiscal Year 2021‐2022 has been adjusted from $1,685,657 to $1,712,122 (1.57 Percent). In February 2022, this figure was adjusted accordingly to reflect the current percentage change in the Local CPI. According to the City Finance Department, the current total of the HMD Developer Deposit Fund has not reached this cap. The estimated FY 2021‐2022 ending balance for both Funds is $3,298,199, including the $852,273 Developer Deposit Fund and $2,445,926 Rehabilitation Fund.
The percentage change in the Local CPI that was applied to the Funds cap for Fiscal Year 2022‐2023 is 5.19 Percent. Therefore, the cap for FY 2022‐2023 is $1,800,981. The estimated FY 2022‐2023 ending balance for both Funds, including interest earnings, is $3,331,579. These figures are presented in the Reserve Fund Information table that follows this section.
HMD Operating Reserve Fund
The HMD Operating Reserve Fund provides for operating expenses through January of the fiscal year or until such time as the City receives its apportionment of special
assessments from Solano County, whichever is later. It is also a fund that can be accessed should the District experience unforeseen damages or emergencies to improvements.
Based on City data regarding the District fund balance information, the estimated ending Operating Reserve Fund balance as of June 30, 2022 will be $359,980. The target Operating Reserve Fund balance for June 30, 2023 is based on 50% of the total costs or $359,980.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Description t 2022-23 B udget
Direct Costs
Landscape, Open Space & Infrastructure
Fixed
Landscape Maintenance Contract $148,032
Salaries & Benefits $96,837
Services & Supplies $9,584
District Upkeep
Capital Improvements $0
Landscape Rehabilitation / Vandalism $55,000
Utility
Water $82,733
Electricity $15,600
Telephone $2,000
Total Lanscape, Open Space & Infrastructure Costs $409,786 Utility Corridor Maintenance
$0
Total Direct Costs $409,786
Indirect Costs
Agreement & Easement Responsibilities
Welcome Center $255,200
Napa County Roadway (Street System) $0
VSFCD Storm Water Management $0
Misc. Repairs to Welcome Center Interior / Exterior $0
Professional Services $4,133
Administration & Overhead $46,407
County Administrative Services $7,210
General Fund Contribution
(Welcome Cntr, Napa Cnty Road, Trail) ($2,776)
Total Indirect Costs $310,174
Total Annual Direct and Indirect Costs $719,960
Reserve Fund Collection
Operating / Rehabilitation Reserve Fund
Annual Collection/(Transfer) $1,067
Developer Deposit Fund
Annual Collection/(Transfer) $0
Total Reserve Fund Collection / (Transfer) $1,067
Total Balance to Levy $721,027
District Statistics
Total Parcels 1,222
Total Parcels Levied 1,222
Total Equivalent Benefit Units 1,180.00
Proposed Levy per Benefit Unit $611.04
Maximum Levy per Benefit Unit $864.89
Total Assessment $721,027.20
City of Vallejo, Hiddenbrooke Maintenance District
Estimate of Cost
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Description Total
Reserve Funds Information
HMD Developer Deposit Fund
Estimated HMD Developer Deposit Fund Balance as of June 30, 2022 $852,273 Estimated Interest Earnings on Original Developer Deposit (FY22-23) $8,523 Estimated Developer Deposit Fund Collection/(Transfer) (FY22-23) $0 Estimated HMD Developer Deposit Fund Balance as of June 30, 2023 $860,796 HMD Rehabilitation Fund
Estimated HMD Rehabilitation Fund Balance as of June 30, 2022 $2,446,418 Estimated Interest Earnings on Rehabilitation Fund (FY22-23) $23,298 General Fund Contribution (Welcome Center, Trail, Napa County Road) $2,776 Estimated Rehabilitation Fund Collection/(Transfer) (FY 22-23) ($1,709) Estimated HMD Rehabilitation Fund Balance as of June 30, 2023 $2,470,783 Estimated HMD Rehabilitation and Developer Deposit Fund Balance as of June 30, 2023 $3,331,579
HMD Operating Reserve Fund
Estimated HMD Operating Reserve Fund Balance as of July 1, 2022 $359,980 Estimated Operating Reserve Transfer to Developer Deposit Fund (FY 22-23) $0 Estimated Operating Fund Collection/(Transfer) (FY 22-23) $0 Estimated HMD Operating Reserve Fund Balance as of June 30, 2023 $359,980 HMD Undesignated Reserve Fund
Estimated HMD Undesignated Reserve fund Balance as of July 1, 2022 $0 Estimated Undesignated Reserve Collection/(Transfer)
Estimated HMD Undesignated Reserve fund Balance as of June 30, 2023 $0 Estimated Total HMD Reserve Fund Balance as of June 30, 2023 $3,691,559 City of Vallejo
Hiddenbrooke Maintenance District, Reserve Fund Balances FY 2022-23 City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Method of Apportionment
Method of Apportionment
This section of the Engineer's Report explains the special and general benefits to be derived from the installation, maintenance and servicing of Improvements located throughout the District, and the methodology used to apportion the total assessment to properties within the District.
The District consists of all Assessor Parcels within the boundaries of Sky Valley Unit I, Sky Valley Unit II and Orchards development. The parcels include all privately or publicly owned parcels within said boundaries. The method used for apportioning the assessment is based upon the proportional special benefits to be derived by the properties in the District over and above general benefits conferred on real property or to the public at large. The apportionment of special benefit is a two‐step process: the first step is to identify the types of special benefit arising from the improvements, and the second step is to allocate the assessments to property based on the estimated relative special benefit for each type of property.
Discussion of Benefit
In summary, the assessments can only be levied based on the special benefit to property.
This benefit is received by property over and above any general benefits. With reference to the requirements for assessments, Section 22573 of the Landscaping and Lighting Act of 1972 states:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements."
Proposition 218, which added Article XIIID of the California Constitution, provides as follows:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel."
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023
Benefit categories have been established that represent the types of special benefit to residential, commercial, industrial and other lots and parcels resulting from the installation, maintenance and servicing lighting and landscaping improvements to be provided with the assessment proceeds. These categories of special benefit are summarized as follows:
A. Proximity to Improved Landscaped Areas and Other Public Improvements within the Assessment Districts.
B. Access to Improved landscaped areas and Other Public Improvements within the Assessment Districts.
C. Improved Views within the Assessment Districts.
D. Extension of a property’s outdoor areas and green spaces for properties within close proximity to the Improvements.
E. Creation of individual lots for residential and commercial use that, in absence of the assessments, would not have been created.
F. Drainage of water and runoff from property in the District.
G. Protection from flooding and standing water due to the improved drainage systems.
Case law interpreting Proposition 218 provides enhanced clarity to the definitions of special benefits to properties in three distinct areas:
Proximity
Expanded or improved access
Views
This case law also clarifies that a special benefit is a service or improvement that provides a direct advantage to a parcel and that indirect or derivative advantages resulting from the overall public benefits from a service or improvement are general benefits. The case law also provides specific guidance that park improvements are a direct advantage and special benefit to property that is proximate to a park that is improved by an assessment:
The characterization of a benefit may depend on whether the parcel receives a direct advantage from the improvement (e.g. proximity to a park) or receives an indirect, derivative advantage resulting from the overall public benefits of the improvement (e.g. general enhancement of the district’s property values).
Proximity, improved access and views, in addition to the other special benefits listed above further strengthen the basis of these assessments.
City of Vallejo
Hiddenbrooke Maintenance District
Engineer’s Report, FY 2022‐2023