HomeMy WebLinkAboutReso 21-17 Intent to Levy North PointRESOLUTION NO. 21-17
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF MORRO BAY, CALIFORNIA,
APPROVING THE ENGINEER'S REPORT AND DECLARING
THE CITY'S INTENTION TO LEVY THE ANNUAL ASSESSMENT FOR THE
MAINTENANCE OF THE NORTH POINT NATURAL AREA LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT PURSUANT TO THE "LANDSCAPING AND
LIGHTING ACT OF 1972" (STREETS AND HIGHWAYS SECTIONS 22500 ET SEQ.)
THE CITY COUNCIL
City of Morro Bay, California
WHEREAS, all property owners of the North Point subdivision requested the City of
Morro Bay form a maintenance assessment district to fund the maintenance of the North Point
Natural Area; and
WHEREAS, the Landscaping and Lighting Act of 1972, commencing with Streets and
Highways Code section 22500 (the "Act") enables the City to form assessment districts for the
purpose of maintaining public improvements; and
WHEREAS, pursuant to Section 22623 of the Act, the City Engineer has filed in the
Office of the City Clerk, and submitted for review to the City Council, a report entitled "Engineers
Report North Point Natural Area Landscaping and Lighting Maintenance Assessment," dated
May 3, 2017, prepared in accordance with Article 4 of the Act, commencing with Section 22565
the "Engineer's Report"); and
WHEREAS, pursuant to Section 22608.2 of the Act, the subdivider was required by City
ordinance to install improvements for Lop assessment district was required in order to
assure continued and uninterrupted maintenance of the North Point Natural Area; and
WHEREAS, 4-t
o the intent of Article XIII, Section 4, of the California Constitution,
the property owners have elected to form the North Point Natural Area Landscaping and
Lighting Maintenance Assessment District.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Morro Bay,
Section 1. The City Council approves the Engineer's Report.
Section 2. It is the intent of the Council to order the annual levy and collection of
assessments for the North Point Natural Area Landscaping and Lighting Maintenance
Assessment District generally located as shown in Exhibit "A" attached hereto at a public
hearing to be held at the Regular City Council meeting on June 27, 2017 in the Veteran's
Memorial Building, 209 Surf Street, Morro Bay, CA.
Section 3. The improvements to be maintained at the North Point Natural Area are
specified in the Engineer's Report dated May 3, 2017 which is hereby approved.
Section 4. The assessment upon assessable lots within the district is proposed to
total $5,645 or $564.50 per assessable parcel for fiscal year 2017/18.
01181.0001/252024.1
PASSED AND ADOPTED by the City Council of the City of Morro Bay at a regular
meeting thereof held this 9th of May 2017 by the following vote:
AYES: Irons, Davis, Headding, Makowetski, McPherson
NOES: None
ABSENT: None
ABSTAIN: None
ATTEST:
o
SWA SON, City Clerk
EXHIBIT A
DISTRICT BOUNDARY DIAGRAM
The boundary diagrams for the District have previously been submitted to the City Clerk in the format required
under the Act and, by reference are hereby made part of this Report. The boundary diagrams are available for
inspection at the office of the City Clerk during normal business hours. The following diagram provides an overview
of the District.
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CITY OF MORRO BAY
NORTH POINT NATURAL AREA
LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
2017/2018 ENGINEER'S ANNUAL LEVY REPORT
May 3, 2017
AFFIDAVIT FOR 2017/2018 ENGINEER'S ANN UAL LEVY REPORT
CITY OF MORRO BAY
NORTH POINT NATURAL AREA
LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
This report describes the proposed maintenance, improvements, budgets, zone of benefit and
assessments to be levied on parcels of land within the North Point Natural Area Landscaping and
Lighting Maintenance Assessment District for the fiscal year 2017/2018, as the same existed at the
time of the passage of the Resolution of Intention. Reference is hereby made to the San Luis
Obispo County Assessor's maps for a detailed description of the lines and dimensions of parcels
within the District. The undersigned respectfully submits the enclosed Report as directed by the
City Council and, to the best of my knowledge, information, belief, the report, the assessments and
diagrams have been prepared and computed in pursuant to the Landscaping and Lighting Act of
1972.
Dated this 9th day of May, 2017
Rob Livick, PE/PLS —Public Works Director/City Engineer
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We of Contents
I. Overview
A. Introduction
B. Assessment History and Current Legislation
II. Description of the District
A Improvements Authorized by the 1972 Act
B Maintenance Items
III. Method of Apportionment
A. General
B. Benefit Analysis
C. Maintenance Tasks
D. Maintenance Costs
E. Apportionment of Assessment
Detailed Maintenance Task List
District Budget —Fiscal Year 2017/2018
Parcel/Assessment Table
District Boundary Diagram
iii
1
2
3
Attachment A
Attachment B
Attachment C
Attachment D
I. Overview
A Introduction
The City Council of the City of Morro Bay (hereafter referred to as "City"), County of San Luis
Obispo, State of California, previously formed and has levied and collected annual assessments
for the district designated as:
NORTH POINT NATL7RAL AREA LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
(hereafter referred to as "District") pursuant to the provisions of the Landscaping and Lighting Act
of 1972, being Part 2 of Division 15 of the California Streets and Highways Code, commencing
with Section 22500 (hereafter referred to as the "1972 Act"), and in compliance with the provisions
of the California State Constitution Articles XII1C and XIIID (hereafter referred to as the
"Constitution" or "Proposition 218").
This Report has been prepared in accordance with Chapter 1, Article 4 (commencing with Section
22565) of the 1972 Act and describes the District and changes to the District including: territories
annexed; modifications to the improvements or organization; and the proposed budgets and
assessments applicable for fiscal year 2017/2018.
History
As a condition of approval for Tract No. 2110, the North Point subdivision, the developers were
required to offer to the City for dedication Lot 11 of the subdivision for park purposes, and to
construct improvements on Lot 11 including a paved parking area, a stairway providing access to
the beach, benches, landscaping and irrigation, lighting, and other improvements. The
subdivision was also conditioned to provide maintenance of the park by establishing an
assessment district. Lot 11 of Tract No. 2110 is identified as the North Point Natural Area.
B Assessment History and Current Legislation
In November 1996, California voters approved Proposition 218 that established specific
requirements for the ongoing imposon of taxes, assessments and fees. The provisions of the
Proposition are now contained in the California Constitutional Articles X1IIC and XIIID. All
assessments described in this Report and approved by the City Council are prepared in accordance
with the 1972 Act and in compliance with these provisions of the Constitution.
Pursuant to the Article XIIID Section 5 of the Constitution, cert
ain existing assessments were
exempt from the substantive and procedural requirements of the Article XIIID Section 4, and
property owner balloting is not required until such time that a new or increased assessment is
proposed. Specifically, the City determined that the annual assessments originally established for
the North Point were imposed in accordance with a consent and waiver as part of the original
development approval for the properties within these areas. As such, pursuant to Article XIIID
Section 5b, 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 pre-existing assessments (the maximum assessment rates adopted prior to the passage of
Proposition 218) for this district is exempt from the procedural requirements Article XIIID Section
4. However, any new or increased assessment for the North Point Natural Area shall comply with
1
both the substantive and procedural requirements of Article XIIID Section 4 before such
assessments are imposed.
II. Description of the District
A. Improvements Authorized bYL e 1972 Act
As applicable or may be applicable to this proposed District, the 1972 Act defines improvements
to mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental structures and
facilities
• The installation or construction of public lighting facilities.
• The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing thereof,
including, but not limited to, grading, clearing, removal of debris, the installation or
construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or
electrical facilities.
• The maintenance or servicing, or both, of any of the foregoing.
• The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
• The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of notices;
• Compensation payable to the County for collection of assessments;
• Compensation of any engineer or attorney employed to render services;
• Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5.
• Costs associated with any elections held for the approval of a new or increased assessment.
The 1972 Act defines "Maintain" or "maintenance" to mean 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.
• The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffiti.
B. Maintenance Items
A list of maintenance tasks required to maintain the North Point Natural Area in acceptable
condition for public use was developed by the City Recreation and Parks Department based on
maintenance standards established for existing parks within the City.
2
III. Method of Apportionment
A General
This section of the Engineer's Report includes an explanation of the special benefits to be derived
from the installation, maintenance and servicing of the improvements and the methodology used
to apportion the total assessment to properties within the District.
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements which include the construction, maintenance and servicing
of public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost
Athese improvements be levied according to benefit rather than assessed value:
"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."
The proceeds from the District are used to fund the maintenance and upkeep of public resources
within the North Point development project for the special benefit of the properties located within
the project. The continued maintenance and upkeep of these important items is a distinct and
special benefit to properties within the District.
B. Benefit Analysis
Each of the proposed improvements, the associated costs and assessments have been carefully
reviewed, identified and allocated based on special benefit pursuant to the provisions of the
Constitution and 1972 Act. The improvements associated with the District have been identified as
necessary, required and/or desired for the orderly development of the properties within the District
to their full potential, consistent with the proposed development plans and applicable portions of
the City General Plan and Local Coastal Plan as identified previously in this report. As such, these
improvements would be necessary and required of individual property owners for the development
of such properties, and the ongoing operation, servicing and maintenance of these improvements
would be the financial obligation of those properties. Therefore, the improvements and the annual
costs of ensuring the maintenance and operation of the improvements are of direct and special
benefit to the properties. The method of apportionment (method of assessment) is based on the
premise that each assessed parcel within the District receives special benefit from various
improvements provided by the District. The desirability and security of properties is enhanced by
the presence of local improvements in close proximity to those properties. The special benefits
associated with landscaped improvements are specifically:
• Enhanced desirability of propert
ies through association with the improvements.
• Improved aesthetic appeal of properties providing a positive representation of the area.
• Enhanced adaptation of the urban environment within the natural environment from
adequate open space and landscaping.
C. Maintenance Tasks
A list of maintenance tasks required to maintain the North Point Natural Area in acceptable
3
condition for public use was developed by the Public Works Department based on maintenance
standards established for existing parks within the City and is included in this report as Attachment
A.
D. Maintenance Costs
The estimated annual cost of maintaining the North Point Natural Area was originally developed
by the Recreation and Parks Department based on the tasks required and the City's Flat Rate
Manual for Parks Maintenance. Annual maintenance is currently provided through contract
services and is supplementation by City Public Works staff. Assessment district costs include
labor, utilities, insurance, engineering services and depreciation/reserves. The annual cost of
maintenance, including any reserves, for the 2016/17 fiscal year is estimated to be $24,000,
including reserve. The cost estimate is included in this report as Attachment B.
The North Point Assessment District was first incorporated into the City's Annual operating
budget in FY 97/98 (CPI=160.3). A comparison between the spending in the first budget year
versus present day (CPI=243.801) is depicted in the table below. The analysis shows that while
the costs to maintain relatively new park and other facilities in FY97/98 (inflated to today's dollars)
results in a funding differential of nearly $72,000.
Item
FY 97/98
FY 97/98
Proposed
Difference
Cost
Inflated to
FY 1748
between
Current Day
Budget
Inflated and
FY17/18
Budget
Personnel
Services
4,595
7,075
3,309
<3,766>
Supplies
150
231
200
<31>
Services
900
11386
2100
714
Capital/Reserve
0
0
36
36
Total
59645
89692
51645
<39047>
E. Apportionment of Assessment
The total assessment for the District is apportioned to each of the ten residential lots equally. Lot
11, the North Point Natural Area; Lot 12, a private street; and Lot 13, an open space parcel to be
granted to the State of California; are not assessed. Individual assessments are listed in Attachment
C.
L!
Attachment A
NORTH POINT NATURAL AREA LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
MAINTENANCE TASKS
Routine Maintenance Tasks
• Review for vandalism/repair
• Pick-up - paper
• trash
• cigarette butts
• Empty - trash cans
• Clean - benches
• beach access stairway
• bike rack
• lights
• planting hillside, erosion
Weekly or as needed
• Blow paths, parking lot
• Monthly or as needed
• Check trees
• Check/repair sprinkler system
• Trim trees and bushes as needed
• Critical parts inspections
Annually or as needed
• Paint beach access stairway, public access signage
• New plantings (replacement)
• General safety inspection
• Annual tree pruning
• Remove graffiti
• Mow open space
• Pest/gopher control
• Trim and spray paths
• Repair public access signage
5
Attachment B
NORTH POINT NATURAL AREA LANDSCAPING AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
NAME: IN Point IN Area Landscaping and Lighting Maintenance Assessment District
DIAGRAM: Attached
PLANS AND SPECIFICATIONS: For a detailed description of the improvements, refer to the
plans and specifications for Tract 2110 on file in the office of the City Engineer. No bonds or
notes will be issued for this Maintenance Assessment District.
ESTIMATED COST OF MAINTENANCE: The following outlines the estimated budget for
the maintenance of the North Point Natural Area for fiscal year 2017/18.
TOTAL ASSESSMENT:
PER PARCEL YEARLY ASSESSMENT ($5,645/10 parcels)
ACCUMULATION FUND BALANCE (May 1, 2017)
$5,645.00
$564.50
$26,000.00
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Attachment C
PARCEL/ASSESSMENT TABLE
Lot Number
County Assessor's
Parcel Number
7Ann7ualAssessment
1
065-082-10
.0
2
065-08241
$564.50
3
065-08242
$564.50
4
065-08243
$564.50
5
065-08244
$564.50
6
065-08245
$564.50
7
065-08246
$564.50
8
065-08247
$564.50
9
065-08248
$564.50
10
065-08249
$564.50
11
065-082-20
$ 0.00
12
065-082-21
$ 0.00
13
065-082-22
$ 0.00
Attachment D
DISTRICT BOUNDARY DIAGRAM
The boundary diagrams for the District have previously been submitted to the City Clerk in the
format required under the Act and, by reference are hereby made part of this Report. The
boundary diagrams are available for inspection at the office of the City Clerk during normal
business hours. The following diagram provides an overview of the District.
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