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Agenda Packet 052708
® � Big ;92 CITY OF A TA SCA DERO o B CITY COUNCIL AGENDA Tuesday, May 27, 2008 Redevelopment Agency- 6 00 P M City Council Immediately following the conclusion of the Redevelopment Agency meeting City Hall Council Chambers 6907 EI Camino Real, Atascadero, California REDEVELOPMENT AGENCY 6 00 P M. REGULAR SESSION Immediately following the conclusion of the Redevelopment Agency meeting PLEDGE OF ALLEGIANCE Mayor Pro Tem Beraud ROLL CALL. Mayor Brennler Mayor Pro Tem Beraud Council Member Clay Council Member Luna Council Member O'Malley APPROVAL OF AGENDA. Roll Call PRESENTATION 1 Recognition of Ryan Carden, Former Parks & Recreation Commission Youth Representative A. CONSENT CALENDAR (All items on the consent calendar are considered to be routine and non-controversial by City staff and will be approved by one motion if no member of the Council or public wishes to comment or ask questions If comment or discussion is desired by anyone, the item will be removed from the consent calendar and will be considered in the listed sequence with an opportunity for any member of the public to address the Council concerning the item before action is taken ) 1 March 2008 Accounts Payable and Payroll ■ Fiscal Impact: $ 1,881,328 87 ■ Recommendation Council approve certified City accounts payable, payroll and payroll vendor checks for March 2008 [Administrative Services] 2, April 2008 Accounts Payable and Payroll ■ Fiscal Impact: $ 1,895,612.76 ■ Recommendation Council approve certified City accounts payable, payroll and payroll vendor checks for April 2008 [Administrative Services] 3. November 2007 Investment Report ■ Fiscal Impact: None ■ Recommendation. Council approve the City Treasurer's report for November 2007 [Treasurer] 4. December 2007 Investment Report ■ Fiscal Impact: None ■ Recommendation. Council approve the City Treasurer's report for December 2007 [Treasurer] 5 Contract for Services Provided by Kermani Consulting Group for First Level Appeal of Project Worksheet for Historic City Hall ■ Fiscal Impact: $25,000 00 in budgeted Historic City Hall Rehabilitation Funds ■ Recommendation. Council approve a change order to the contract with Kermani Consulting Group in the additional amount of $25,000 for continued services related to the City's first level appeal of FEMA's project worksheet for historic City Hall [City Manager] 6. Temporary Road Closure — Hot EI Camino Cruise Nite 2008 ■ Fiscal Impact: The cost of this event is approximately $13,750 It is anticipated that these costs will be fully recovered through sponsorships and entry fees ■ Recommendation. Council approve the Draft Resolution authorizing the closure of EI Camino Real, from Curbaril Avenue to Traffic Way, San Luis Avenue from Curbaril to Pueblo, Pueblo from San Luis Avenue to EI Camino Real, Palma Avenue from West Mall to Traffic Way, Entrada Avenue from EI Camino Real to Lewis Avenue and Traffic Way from Lewis Avenue to EI Camino Real, on Friday, August 15, 2008 from 5 00 p m - 8 30 p m Additionally, we recommend the closure of East Mall and West Mall from EI Camino Real to Lewis Avenue and Palma Avenue between East Mall and West Mall from 1 00 p m — 10.00 p m [Community Services] 7 Atascadero Corporation Yard Relocation Change Order #5 (City Bid No. 2005-031 ■ Fiscal Impact: $27,844 in previously allocated Project funds ■ Recommendations. Council 1 Authorize the City Manager to execute Change Order #5 with Wysong Construction in the amount of $27,844 00 for improvements to the new Public Works Corporation Yard Building, and, 2 Authorize the City Manager to execute additional future change orders up to $10,000 as necessary for completion of the Public Works Corporation Yard Building [Public Works] COMMUNITY FORUM (This portion of the meeting is reserved for persons wanting to address the Council on any matter not on this agenda and over which the Council has jurisdiction Speakers are limited to three minutes Please state your name for the record before making your presentation The Council may take action to direct the staff to place a matter of business on a future agenda. A maximum of 30 minutes will be allowed for Community Forum, unless changed by the Council ) B PUBLIC HEARINGS 1 Apple Valley Assessment Districts ■ Fiscal Impact: Annual assessments for 2008/2009 will total $35,889 for road/drainage system maintenance and $50,019 for landscaping and lighting maintenance These amounts will be assessed to the owners of parcels in Apple Valley The City General Fund will contribute $21,129 toward the cost of maintaining the park. ■ Recommendations. Council 1 Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No 01 — Apple Valley, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2 Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No 01 —Apple Valley 3 Adopt Draft Resolution C approving the final Engineer's Report regarding the Landscaping and Lighting District No 01 — Apple Valley, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 4 Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No 01 —Apple Valley [Administrative Services] 2. De Anza Estates Assessment Districts ■ Fiscal Impact: Annual assessments for 2008/2009 will total $35,454 for road/drainage system maintenance and $30,457 for landscaping and lighting maintenance These amounts will be assessed to the owners of parcels in De Anza Estates There is no fiscal impact to general residents within the City ■ Recommendations. Council 1 Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No 03 — De Anza Estates, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2 Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No 03 — De Anza Estates 3 Adopt Draft Resolution C approving the final Engineers Report regarding the Landscaping and Lighting District No 03 — De Anza Estates, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 4 Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No 03 — De Anza Estates [Administrative Services] 3. Woodridge (Las Lomas) Assessment Districts ■ Fiscal Impact: Annual assessments for 2008/2009 will total $40,820 for road/drainage system maintenance and $156,885 for landscaping and lighting maintenance These amounts will be assessed to the owners of parcels in Woodridge (Las Lomas) The City General Fund will contribute $3,769 toward the cost of the trails, once these improvements are accepted by the City ■ Recommendations. Council 1 Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2 Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No 02 —Woodridge (Las Lomas) 3 Adopt Draft Resolution C approving the final Engineer's Report regarding the Landscaping and Lighting District No 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 4 Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No 02 —Woodridge (Las Lomas) [Administrative Services] C MANAGEMENT REPORTS 1 Staff Authorization to Process General Plan Amendment and Annexation Application - Eagle Ranch Specific Plan - PLN 2008-1280 / GPA 2008-0022 / SP 2008-0002 / ZCH 2008-0150 (Eagle Ranch, LLC / RRM Design Group) ■ Fiscal Impact: Staff is unable to speculate on the significance of this impact at present. Part of the project's EIR review will include a fiscal impact analysis The purpose of the analysis will be to analyze all of the project's costs and revenues and provide the Council with a complete picture of the project's fiscal impacts on both the City of Atascadero and the local business community The General Plan identifies resort facilities as part of the project. Staff's opinion is that a substantial tourist serving resort component must be included to improve the revenue potential of the project. ■ Recommendations 1 The City Council may direct staff to process the project application by adopting Draft Resolution A. This action would include directing staff to return to the City Council for a Specific Plan project process, OR 2 The City Council may withhold authorization for staff to process the project application by adopting Draft Resolution B Withholding authorization for staff to process the application does not deny the application [Community Development] 2. Downtown Streetscape Phase II ■ Fiscal Impact: None ■ Recommendation. Council receive and file Downtown Streetscape Phase II Project update 3. Emergency Preparedness and Evacuation Plan Update ■ Fiscal Impact: None ■ Recommendations. Council receive and file this report. [Fire] COUNCIL ANNOUNCEMENTS AND REPORTS (On their own initiative, Council Members may make a brief announcement or a brief report on their own activities Council Members may ask a question for clarification, make a referral to staff or take action to have staff place a matter of business on a future agenda. The Council may take action on items listed on the Agenda.) D COMMITTEE REPORTS (The following represent standing committees Informative status reports will be given, as felt necessary) Mayor Brennler 1 County Mayor's Round Table 2 Air Pollution Control District (APCD) 3 Finance Committee Mayor Pro Tem Beraud 1 Integrated Waste Management Authority (IWMA) 2 City/ Schools Committee Council Member Clay 1 City/ Schools Committee 2 Atascadero Youth Task Force Council Member Luna 1 Finance Committee Council Member O'Malley 1 S L.O Council of Governments (SLOCOG) 2 S L.O Regional Transit Authority (SLORTA) 3 Economic Vitality Corporation, Board of Directors (EVC) 4 League of California Cities — Council Liaison and CITIPAC Board Member E. INDIVIDUAL DETERMINATION AND/OR ACTION 1 City Council 2 City Clerk 3 City Treasurer 4 City Attorney 5 City Manager F ADJOURNMENT Please note: Should anyone challenge any proposed development entitlement listed on this Agenda in court, that person may be limited to raising those issues addressed at the public hearing described in this notice, or in written correspondence delivered to the City Council at or prior to this public hearing Correspondence submitted at this public hearing will be distributed to the Council and available for review in the City Clerk's office. I, Victoria Randall, Deputy City Clerk of the City of Atascadero, declare under the penalty of perjury that the foregoing agenda for the May 27, 2008 Regular Session of the Atascadero City Council was posted on May 21, 2008 at the Atascadero City Hall, 6907 EI Camino Real, Atascadero, CA 93422 and was available for public review in the Customer Service Center at that location Signed this 21st day of May 2008 at Atascadero California. V ' Victoria Randall, Deputy City Clerk City of Atascadero City of Atascadero WELCOME TO THE ATASCADERO CITY COUNCIL MEETING The City Council meets in regular session on the second and fourth Tuesday of each month at 6:00 p.m unless there is a Community Redevelopment Agency meeting commencing at 6.00 p.m in which event the Council meeting will commence immediately following the conclusion of the Community Redevelopment Agency meeting Council meetings will be held at the City Hall Council Chambers, 6907 EI Camino Real, Atascadero Matters are considered by the Council in the order of the printed Agenda. Copies of the staff reports or other documentation relating to each item of business referred to on the Agenda are on file in the office of the City Clerk and are available for public inspection during City Hall business hours at the Front Counter of City Hall, 6907 EI Camino Real, Atascadero, and on our website, www.atascadero.org. An agenda packet is also available for public review at the Atascadero Library, 6850 Morro Road. Contracts, Resolutions and Ordinances will be allocated a number once they are approved by the City Council. The minutes of this meeting will reflect these numbers. All documents submitted by the public during Council meetings that are either read into the record or referred to in their statement will be noted in the minutes and available for review in the City Clerk's office Council meetings are video taped and audio recorded, and may be reviewed by the public. Copies of meeting recordings are available for a fee. Contact the City Clerk for more information (470-3400) In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting or other services offered by this City, please contact the City Manager's Office or the City Clerk's Office, both at (805) 470-3400 Notification at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service TO SPEAK ON AGENDA ITEMS(from Title 2, Chapter 1 of the Atascadero Municipal Code) Members of the audience may speak on any item on the agenda. The Mayor will identify the subject, staff will give their report, and the Council will ask questions of staff The Mayor will announce when the public comment period is open and will request anyone interested to address the Council regarding the matter being considered to step up to the lectern If you wish to speak for, against or comment in any way, 1 You must approach the lectern and be recognized by the Mayor 2. Give your name and address (not required) 3. Make your statement 4 All comments should be made to the Mayor and Council 5. No person shall be permitted to make slanderous, profane or negative personal remarks concerning any other individual, absent or present 6. All comments limited to 3 minutes 7 No one may speak for a second time until everyone wishing to speak has had an opportunity to do so, and no one may speak more than twice on any item If you wish to use a computer presentation to support your comments, you must notify the City Clerk's office at least 24 hours prior to the meeting Digital presentations brought to the meeting on a USB drive or CD is preferred. Access to hook up your laptop to the City's projector can also be provided. You are required to submit to the City Clerk a printed copy of your presentation for the record. Please check in with the City Clerk before the meeting begins to announce your presence and turn in the printed copy The Mayor will announce when the public comment period is closed, and thereafter no further public comments will be heard by the Council TO SPEAK ON SUBJECTS NOT LISTED ON THE AGENDA Under Agenda item, "COMMUNITY FORUM" the Mayor will call for anyone from the audience having business with the Council to: • Please approach the lectern and be recognized • Give your name and address (not required) • State the nature of your business This is the time items not on the Agenda may be brought to the Council's attention. A maximum of 30 minutes will be allowed for Community Forum (unless changed by the Council) ITEM NUMBER: A-1 DATE: 05/27/08 Its, I tf y t Atascadero City Council Staff Report - Administrative Services Department March 2008 Accounts Payable and Payroll RECOMMENDATION: Council approve certified City accounts payable, payroll and payroll vendor checks for March 2008. DISCUSSION: Attached for City Council review and approval are the following: Payroll Dated 03/06/08 Checks # 25287 - 25338 $ 47,357.06 Direct Deposits 237,858.25 Dated 03/20/08 Checks # 25339 - 25392 45,724.48 Direct Deposits 246,235.36 Accounts Payable Dated 3/1/08 - 3/31/08 Checks # 114868 - 115280 & E FTs 633 - 638 1,304,153.72 TOTAL AMOUNT $ 1,881,328.87 FISCAL IMPACT: Total expenditures for all funds is $ 1,881,328.87 CERTIFICATION: The undersigned certifies that the attached demands have been released for payment and that funds are available for these demands Rachelle Rickard, Director of Administrative Services ATTACHMENT: March 2008 Eden Warrant Register in the amount of $ 1,304,153.72 City of Atascadero, Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 114868 03/05/2008 DRIVE CUSTOMS Accounts Payable Check 5,268.32 114869 03/07/2008 ATASCADERO FIRE EMPLOYEE ASSN. Payroll Vendor Payment 700.00 114870 03/07/2008 ATASCADERO MID MGRS ORG UNION Payroll Vendor Payment 20.00 114871 03/07/2008 ATASCADERO POLICE ASSOCIATION Payroll Vendor Payment 1,140.00 114872 03/0712008 FRANCHISE TAX BOARD Payroll Vendor Payment 50.00 114873 03/07/2008 HARTFORD LIFE INSURANCE Payroll Vendor Payment 11,900.38 114874 03/07/2008 KENNEDY CLUB FITNESS Payroll Vendor Payment 44.00 114875 03/07/2008 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 652.33 114876 03/07/2008 PERS LONG TERM CARE PROGRAM Payroll Vendor Payment 63.01 114877 03/07/2008 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTED Payroll Vendor Payment 92,814.12 114878 03/07/2008 SEIU LOCAL 620 Payroll Vendor Payment 919.81 114879 03/07/2008 UNITED WAY OF SLO COUNTY Payroll Vendor Payment 31.00 114880 03/07/2008 VANTAGEPOINT TRNSFR AGT 106099 Payroll Vendor Payment 299.62 114881 03/0712008 VANTAGEPOINT TRNSFR AGT 304633 Payroll Vendor Payment 1,542.21 633 03/11/2008 RABOBANK, N.A. Payroll Vendor Payment 51,600.62 634 03/11/2008 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 12,296.99 635 03/11/2008 EMPLOYMENT DEV. DEPARTMENT Payroll Vendor Payment 1,090.83 114882 03/1212008 GAS COMPANY Accounts Payable Check 2,331.53 114883 03/14/2008 A&T ARBORISTS Accounts Payable Check 2,105.00 114884 03/14/2008 ABRAKADOODLE FOR KIDS Accounts Payable Check 111.00 114885 03/14/2008 ACTIVE MEDICAL&SAFETY Accounts Payable Check 485.57 114886 03/14/2008 AGP VIDEO Accounts Payable Check 3,440.00 114887 03/14/2008 AHERN RENTALS Accounts Payable Check 4,174.55 114888 03/1412008 AIR POLLUTION CONTROL DISTRICT Accounts Payable Check 343.39 114889 03/14/2008 AIR RITE REFRIGERATION Accounts Payable Check 452.87 114890 03/14/2008 AK&COMPANY Accounts Payable Check 2,625.00 114891 03/14/2008 ALL SIGNS AND GRAPHICS, LLC Accounts Payable Check 2,413.13 114892 03/14/2008 ALLAN HANCOCK COLLEGE Accounts Payable Check 180.00 114893 03/14/2008 LON ALLAN Accounts Payable Check 50.00 114894 03/14/2008 AMERICAN MARBORG Accounts Payable Check 87.30 114895 03/14/2008 API,ATLAS PERFORMANCE INDUST Accounts Payable Check 205.00 114896 03/14/2008 AQUAMARK POOL CARE Accounts Payable Check 372.99 114897 03/14/2008 ARAMARK UNIFORM SERVICES Accounts Payable Check 25.70 114898 03/14/2008 ARCHITECTURAL RESOURCES GROUP Accounts Payable Check 4,508.25 114899 03114/2008 AT&T Accounts Payable Check 62.81 114900 03/14/2008 AT&T Accounts Payable Check 23128 114901 03/14/2008 AT&T Accounts Payable Check 66012 114902 03/14/2008 AT&T YELLOW PAGES Accounts Payable Check 292.96 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 114903 03/14/2008 AT&T/MCI Accounts Payable Check 407.10 114944 03/14/2008 ATASCADERO CHAMBER OF COMMERCE Accounts Payable Check 197.50 114905 03/14/2008 ATASCADERO FORD Accounts Payable Check 5,562.05 114907 03/14/2008 ATASCADERO MUTUAL WATER CO. Accounts Payable Check 2,489.50 114908 03/14/2008 ATASCADERO NEWS Accounts Payable Check 85.00 114909 03/14/2008 ATASCADERO SAW SHOP Accounts Payable Check 14.00 114910 03/14/2008 ATASCADERO UNIFIED SCHOOL DIST Accounts Payable Check 27,438.62 114911 03/14/2008 AVAYA INC. Accounts Payable Check 22.42 114912 03/14/2008 B&B STEEL&SUPPLY Accounts Payable Check 925.75 114913 03/14/2008 JENNY BALSON Accounts Payable Check 17.78 114914 03/14/2008 BANK OF NEW YORK Accounts Payable Check 2,385.00 114915 03/14/2008 BATTERY SYSTEMS Accounts Payable Check 94.33 114916 03/14/2008 BAY LAUREL GARDEN CENTER Accounts Payable Check 680.73 114917 03/14/2008 CINDY K.BENSON Accounts Payable Check 752.50 114918 03/14/2008 BFGC ARCHITECTS PLANNERS, INC. Accounts Payable Check 300.00 114919 03/14/2008 JEFF BRAZZI Accounts Payable Check 519.00 114920 03/14/2008 BRINAR CONSTRUCTION, INC. Accounts Payable Check 12,281.04 114921 03/14/2008 BSNCP Accounts Payable Check 1,286.33 114922 03/14/2008 BUMPER 2 BUMPER Accounts Payable Check 195.00 114923 03/14/2008 BURTON'S FIRE, INC. Accounts Payable Check 1,279.65 114924 03/14/2008 BUTLER BUSINESS MACHINES Accounts Payable Check 138.35 114925 03/14/2008 CAL-COAST REFRIGERATION, INC Accounts Payable Check 132.50 114926 03/14/2008 CANNON ASSOCIATES Accounts Payable Check 8,465.00 114927 03/14/2008 CENTRAL COAST SANDBLASTING,LLC Accounts Payable Check 500.00 114928 03/14/2008 BRADY CHERRY Accounts Payable Check 25.00 114929 03/14/2008 JOSEPH A.CHOUINARD Accounts Payable Check 5,521.45 114930 03/14/2008 KATHY J.CINOWALT Accounts Payable Check 126.00 114931 03/14/2008 CJP PRODUCTIONS Accounts Payable Check 800.00 114932 03/14/2008 MARIANNE CLARKE Accounts Payable Check 128.00 114933 03/14/2008 COAST ELECTRONICS Accounts Payable Check 535.18 114934 03/14/2008 COASTAL COPY, LP Accounts Payable Check 439.32 114935 03/14/2008 VINCE CONDE Accounts Payable Check 57.00 114936 03/14/2008 CONOCOPHILLIPS Accounts Payable Check 1,972.19 114937 03/1412008 CIMON CORMIER Accounts Payable Check 133.00 114938 03/14/2008 COUNTY OF SAN LUIS OBISPO Accounts Payable Check 2,772.75 114939 03/14/2008 CRYSTAL SPRINGS WATER Accounts Payable Check 93.00 114940 03/14/2008 CUESTA EQUIPMENT Accounts Payable Check 179.09 114941 03/14/2008 CULLIGAN INDUSTRIAL WATER SYST Accounts Payable Check 70.00 114942 03/14/2008 CUMMINGS WEST,INC. Accounts Payable Check 12,775.77 114943 03/14/2008 D4 ELECTRIC Accounts Payable Check 2,581.11 114944 03/14/2008 DARRYUS LOCK AND SAFE Accounts Payable Check 27.99 ............................................. City of Atascadero, Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 114945 03/14/2008 DAN DAVIS Accounts Payable Check 153,04 114946 03/14/2008 DECOU LUMBER COMPANY Accounts Payable Check 17166 114947 03/14/2008 DEPARTMENT OF JUSTICE Accounts Payable Check 477.00 114948 03/14/2008 DEPARTMENT OF TRANSPORTATION Accounts Payable Check 633.34 114949 03/14/2008 DMV RENEWAL Accounts Payable Check 585.00 114950 03114/2008 DOGGIE WALK BAGS COMPANY Accounts Payable Check 134.69 114951 03/14/2008 DOWNTOWN FORD SALES Accounts Payable Check 34,242.27 114952 03/14/2008 EAST-WEST FORESTRY ASSC, INC. Accounts Payable Check 4,150.00 114953 03/14/2008 EIKHOF DESIGN GROUP, INC. Accounts Payable Check 770.00 114954 03/14/2008 EL CAMINO CAR WASH LLC Accounts Payable Check 26,96 114955 03/14/2008 EL CAMINO VETERINARY HOSP Accounts Payable Check 762.93 114956 03/14/2008 ESCUELA DEL RIO Accounts Payable Check 216.00 114957 03/1412008 EWING IRRIGATION GOLF INDUSTRL Accounts Payable Check 676.38 114958 03/14/2008 FARM SUPPLY COMPANY Accounts Payable Check 321.74 114959 03/14/2008 FEDERAL EXPRESS Accounts Payable Check 12.47 114960 03/14/2008 FENCE FACTORY ATASCADERO Accounts Payable Check 350,00 114961 03/14/2008 FERGUSON ENTERPRISES, INC. Accounts Payable Check 341.24 114962 03/14/2008 FERRELL'S AUTO REPAIR Accounts Payable Check 88.98 114963 03/1412008 FIRSTLINE, LLC Accounts Payable Check 193.05 114964 03/14/2008 FISHER SCIENTIFIC Accounts Payable Check 98,73 114965 03/1412008 FOOD FOR LESS Accounts Payable Check 8.68 114966 03114/2008 NATHAN FULLER Accounts Payable Check 98.00 114967 03/14/2008 GAS COMPANY Accounts Payable Check 849.89 114968 03/14/2008 GEM AUTO PARTS Accounts Payable Check 1,974.34 114969 03/14/2008 GEO-WEST LAND CONSULTANTS,INC Accounts Payable Check 1,100.00 114970 03/1412008 GILBERT'S LANDSCAPES Accounts Payable Check 3,240.00 114971 03/14/2008 GOLDFARB&LIPMAN, LLP Accounts Payable Check 7,104.00 114972 0311412008 H.D. PETERSON Accounts Payable Check 104.06 114973 03/14/2008 BRIAN J. HAMPTON Accounts Payable Check 98.00 114974 03/14/2008 HART IMPRESSIONS PRINT© Accounts Payable Check 441.17 114975 03114/2008 HARVEY'S HONEYHUTS Accounts Payable Check 478.15 114976 03/14/2008 MEREDITH HENDRICKSON Accounts Payable Check 58.50 114977 03/1412008 HEWLETT-PACKARD Accounts Payable Check 5,663.87 114978 03/14/2008 INGLIS PET HOTEL Accounts Payable Check 430.63 114979 03/14/2008 IRON MOUNTAIN RECORDS MGMNT Accounts Payable Check 19.14 114980 03/14/2008 JIFFY LUBE/SOUND BILLING Accounts Payable Check 103.08 114981 03/14/2008 STEVEN KAHN Accounts Payable Check 50.00 114982 03/14/2008 SCOTT KAISER Accounts Payable Check 28.78 114983 03/14/2008 KIN LOVE SOCCER, INC. Accounts Payable Check 884.80 114984 03/14/2008 KRITZ EXCAVATING&TRUCKING Accounts Payable Check 489,71 114985 03/14/2008 LAIDLAW TRANSIT SERVICES, INC. Accounts Payable Check 19,161.72 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 114986 03/14/2008 LAUTZENHISER'S STATIONARY Accounts Payable Check 126.54 114987 03/1412008 LEE WILSON ELECTRIC CO. INC Accounts Payable Check 1,350.00 114988 03/14/2008 LIFE ASSIST,INC. Accounts Payable Check 1,391.93 114989 03/14/2008 LOCATE PLUS CORPORATION Accounts Payable Check 15.00 114990 03114/2008 DAVID J. LODEN Accounts Payable Check 75.00 114991 03/1412008 ANNETTE MANIER Accounts Payable Check 97.17 114992 03/1412008 KERRY MARGASON Accounts Payable Check 17.17 114993 03/14/2008 MARTINELLI LANDSCAPE CONST INC Accounts Payable Check 1,466.83 114994 03/14/2008 BECKY MAXWELL Accounts Payable Check 75.69 114995 03/14/2008 WADE MCKINNEY Accounts Payable Check 127.26 114996 03/1412008 MCMASTER-CARR SUPPLY CO. Accounts Payable Check 2,310.20 114997 03/14/2008 SAM MCMILLAN Accounts Payable Check 108.00 114998 03/14/2008 PATRICIA MENSING Accounts Payable Check 80.00 114999 03/14/2008 MICHAEL W. MERCHANT Accounts Payable Check 300.00 115000 03/14/2008 MID-COAST MOWER&SAW Accounts Payable Check 13.06 115001 03/14/2008 MINER'S ACE HARDWARE Accounts Payable Check 299.09 115002 03/14/2008 MIKE R.MISLAVSKY Accounts Payable Check 48.00 115003 03/14/2008 MISSION UNIFORM SERVICE Accounts Payable Check 57.04 115004 03/14/2008 MITCH FREDERICK SEALCOATING Accounts Payable Check 28,900.00 115005 03/14/2008 DAVID MUEHLHAUSEN Accounts Payable Check 70.00 115006 03/14/2008 JACOB H. MURCH Accounts Payable Check 300.00 115007 03/14/2008 NAVAJO ROCK& BLOCK Accounts Payable Check 401.75 115008 03/14/2008 NORTH COAST ENGINEERING INC. Accounts Payable Check 1,435.00 115009 03/1412008 MATTHEW J.O'CONNELL Accounts Payable Check 96.00 115010 03/14/2008 OFFICE DEPOT INC. Accounts Payable Check 1,510.67 115011 03/14/2008 ONE HOUR PHOTO STOP Accounts Payable Check 984.55 115012 03/14/2008 OUTLET TOOL SUPPLY Accounts Payable Check 34.98 115013 03/14/2008 PACIFIC AUTO GLASS Accounts Payable Check 348.34 115014 03/14/2008 PACIFIC COAST GYMNASTICS CENTE Accounts Payable Check 626.50 115015 03/14/2008 PACIFIC GAS AND ELECTRIC Accounts Payable Check 3,008.18 115016 03/14/2008 PASO ROBLES SAFE&LOCK Accounts Payable Check 31.64 115017 03/14/2008 PC MECHANICAL,INC. Accounts Payable Check 27,576.46 115018 03/14/2008 KATHLEEN A. PENCE Accounts Payable Check 675.00 115019 03/14/2008 PERRY S ELECTRIC MOTORS&CTRL Accounts Payable Check 3,533.20 115020 03/14/2008 PERRYS PARCEL&COURIER SVC Accounts Payable Check 79.05 115021 03/14/2008 PFLUM'S ATASCADERO MUFFLER Accounts Payable Check 35.00 115022 03/14/2008 PLANT DOCTOR Accounts Payable Check 560.00 115023 03/14/2008 POOR RICHARD'S PRESS Accounts Payable Check 863.32 115024 03/14/2008 PROCARE JANITORIAL SUPPLY Accounts Payable Check 973.54 115025 03/14/2008 PROFORCE LAW ENFORCEMENT Accounts Payable Check 920.21 115026 03/14/2008 GRACE L.PUCCI Accounts Payable Check 375.00 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115027 03/14/2008 QUICKNETS COMMUNICATIONS Accounts Payable Check 1,810.66 115028 03/14/2008 QUILL CORPORATION Accounts Payable Check 62.56 115029 03/14/2008 QUINN RENTAL SERVICES Accounts Payable Check 1,412.48 115030 03/14/2008 RADIO SHACK CORPORATION Accounts Payable Check 32.16 115031 03/14/2008 RECOGNITION WORKS Accounts Payable Check 61.03 115032 03114/2008 REGAL ELECTRIC Accounts Payable Check 4,000.00 115033 03/14/2008 ALLISON RYAN Accounts Payable Check 17.17 115034 03/14/2008 SAFE RIDE NEWS PUBLICATIONS Accounts Payable Check 32.95 115035 03/14/2008 SAFETY BELT SAFE U.S.A. Accounts Payable Check 125.00 115036 03/14/2008 SAN LUIS OBISPO CO OFF.OF EDU Accounts Payable Check 770.00 115037 03/14/2008 SAN LUIS OBISPO COUNTY SHERIFF Accounts Payable Check 3,430.35 115038 03/14/2008 SAN LUIS OBISPO COUNTY TAX COL Accounts Payable Check 31,301.00 115039 03/14/2008 SAN LUIS OBISPO COUNTY VISITOR Accounts Payable Check 1,000.00 115040 03/14/2008 SAN LUIS OBISPO YMCA Accounts Payable Check 161.00 115041 03/14/2008 SAN LUIS POWERHOUSE Accounts Payable Check 135.00 115042 03/14/2008 SANTA MARIA TIRE,INC. Accounts Payable Check 858.78 115043 03/14/2008 JOHN SIEMENS Accounts Payable Check 196.00 115044 03/1412008 SIGN OUTLET Accounts Payable Check 171.60 115045 03/1412008 SIMS FIRE PROTECTION, INC. Accounts Payable Check 9,400.00 115046 03/14/2008 DAVID L.SMAW Accounts Payable Check 121.00 115047 03/14/2008 SOSTRIN CONSULTING Accounts Payable Check 4,800.00 115048 03/14/2008 STAPLES CREDIT PLAN Accounts Payable Check 220.38 115049 03/14/2008 STEVE SCHMIDT TOPSOIL Accounts Payable Check 124.41 115050 03/1412008 SUNLIGHT JANITORIAL Accounts Payable Check 3,131.80 115051 03/14/2008 SUPERIOR CRANE&TRANSPORT Accounts Payable Check 528.00 115052 03/14/2008 T.A.P.S.TRUCK ACCESSORY OUTLT Accounts Payable Check 1,933.68 115053 03/14/2008 TAYLOR RENTAL CENTER Accounts Payable Check 81.48 115054 03/14/2008 TECHDEPOT Accounts Payable Check 246.89 115055 03/1412008 TEMPLETON UNIFORMS Accounts Payable Check 174.71 115056 03/14/2008 TESORO FLEET SERVICES Accounts Payable Check 7,500.57 115057 03/14/2008 TIERRA WEST ADVISORS, LLC Accounts Payable Check 3,430.00 115058 03/14/2008 TIME WARNER TELECOM Accounts Payable Check 892.15 115059 03/1412008 MARCIA TORGERSON Accounts Payable Check 296.28 115060 03/14/2008 TRIBUNE Accounts Payable Check 436.50 115061 03/14/2008 TURF STAR, INC. Accounts Payable Check 115.29 115062 03/14/2008 U.S. POSTMASTER Accounts Payable Check 175.00 115063 03/14/2008 ULTREX BUSINESS PRODUCTS Accounts Payable Check 458.21 115064 03/1412008 UNITED RENTALS NORTHWEST, INC Accounts Payable Check 625.87 115065 03/1412408 UPS Accounts Payable Check 52.36 115066 03/14/2008 VALLEY PACIFIC PETROLEUM SVCS Accounts Payable Check 3,615.87 115067 03/14/2008 VERIZON WIRELESS Accounts Payable Check 2,190.95 ........................ City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115068 03/14/2008 VONS Accounts Payable Check 31.49 115069 03/14/2008 VORTEX INDUSTRIES, INC. Accounts Payable Check 539.00 115070 03/14/2008 WASTEWATER TECHNOLOGY TRAINERS Accounts Payable Check 450.00 115071 03/14/2008 WATER QUALITY ACADEMY Accounts Payable Check 525.00 115072 03/14/2008 WILBUR-ELLIS COMPANY Accounts Payable Check 300.00 115073 03/14/2008 JEFFREY M.WINSLOW Accounts Payable Check 180.00 115074 03/14/2008 WULFING'S BACKGROUND& POLYGR Accounts Payable Check 200.00 115075 03/14/2008 WYSONG CONSTRUCTION Accounts Payable Check 81,936.72 115076 03/14/2008 AFLAC Payroll Vendor Payment 4,821.24 115077 03/14/2008 BLUE CROSS OF CALIFORNIA Payroll Vendor Payment 116,040.59 115078 03/14/2008 BLUE SHIELD OF CALIFORNIA Payroll Vendor Payment 1,997.99 115079 03/14/2008 DELTA DENTAL,ATTN:ACCOUNTING Payroll Vendor Payment 8,664.34 115080 03/14/2008 THE STANDARD UNIT 22 Payroll Vendor Payment 1,735.29 115081 03/2112008 ATASCADERO FIRE EMPLOYEE ASSN. Payroll Vendor Payment 700.00 115082 03/2112008 ATASCADERO MID MGRS ORG UNION Payroll Vendor Payment 50.00 115083 03/21/2008 ATASCADERO POLICE ASSOCIATION Payroll Vendor Payment 1,140.00 115084 03/2112008 AXA EQUITABLE Payroll Vendor Payment 481,52 115085 03/21/2008 FRANCHISE TAX BOARD Payroll Vendor Payment 50.00 115086 03/2112008 HARTFORD LIFE INSURANCE Payroll Vendor Payment 11,900.38 115087 03/21/2008 KENNEDY CLUB FITNESS Payroll Vendor Payment 44,00 115088 03/21/2008 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 763.28 115089 03/21/2008 PERS LONG TERM CARE PROGRAM Payroll Vendor Payment 63.01 115090 03/21/2008 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEI• Payroll Vendor Payment 93,660.64 115091 03/2112008 SEIU LOCAL 620 Payroll Vendor Payment 924.78 115092 03/21/2008 UNITED WAY OF SLO COUNTY Payroll Vendor Payment 31.00 115093 03/21/2008 VANTAGEPOINT TRNSFR AGT 106099 Payroll Vendor Payment 299.62 115094 03/21/2008 VANTAGEPOINT TRNSFR AGT 304633 Payroll Vendor Payment 1,542.21 636 03/2512008 RABOBANK, N.A. Payroll Vendor Payment 52,504.58 637 03/25/2008 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 12,514.58 638 03/25/2008 EMPLOYMENT DEV, DEPARTMENT Payroll Vendor Payment 1,089,18 115095 03128/2008 A&T ARBORISTS Accounts Payable Check 1,066.59 115096 03/28/2008 ABRAKADOODLE FOR KIDS Accounts Payable Check 60,00 115097 03/28/2008 ACTIVE MEDICAL&SAFETY Accounts Payable Check 48.48 115098 03/2812008 ADAMSON INDUSTRIES CORP. Accounts Payable Check 71.90 115099 03/28/2008 AIR&GAS TECHNOLOGIES, INC. Accounts Payable Check 78.90 115100 03/28/2008 AIRGAS WEST Accounts Payable Check 35.57 115101 03/28/2008 ALL ABOUT PRODUCE, INC. Accounts Payable Check 681.45 115102 03/28/2008 ALLAN HANCOCK COLLEGE Accounts Payable Check 1,140.00 115103 03/28/2008 AMERICAN MARBORG Accounts Payable Check 184.69 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115104 03128/2008 ANTECH DIAGNOSTICS Accounts Payable Check 319.73 115105 03128/2008 ARAMARK UNIFORM SERVICES Accounts Payable Check 636.31 115106 03/28/2008 ARTHURS CONTRACTING, INC. Accounts Payable Check 13,698.13 115107 03/28/2008 AT&T Accounts Payable Check 161.24 115108 03/28/2008 AT&T Accounts Payable Check 165.06 115109 03/28/2008 AT&T YELLOW PAGES Accounts Payable Check 292.96 115111 03/28/2008 AT&T/MCI Accounts Payable Check 1,208.39 115112 03/28/2008 ATASCADERO COMMUNITY Accounts Payable Check 31,133.00 115113 03/28/2008 ATASCADERO FORD Accounts Payable Check 1,646.86 115114 03/28/2008 ATASCADERO TRAFFIC WAY STORAGE Accounts Payable Check 576.00 115115 03/28/2008 JENNY BALSON Accounts Payable Check 17.78 115116 03/28/2008 BASSETT'S CRICKET RANCH,INC. Accounts Payable Check 127.50 115117 03/28/2008 CINDY K. BENSON Accounts Payable Check 219.10 115118 03/2812008 BFGC ARCHITECTS PLANNERS, INC. Accounts Payable Check 13,331.25 115119 03/2812008 BMW MOTORCYCLES OF VENTURA CO. Accounts Payable Check 520.41 115120 03/28/2008 JEFF BRAZZI Accounts Payable Check 38.00 115121 03/2812008 BRENT MACGREGOR PHOTOGRAPHY Accounts Payable Check 80.63 115122 03/28/2008 CAL-COAST MACHINERY, INC Accounts Payable Check 5.75 115123 03/28/2008 CANTALUPO'S INVESTIGATIVE SVC Accounts Payable Check 889.60 115124 03/28/2008 CENTRAL COAST CONTAINERS Accounts Payable Check 150.00 115125 03/28/2008 CENTRAL COAST ICC CHAPTER Accounts Payable Check 30.00 115126 03/28/2008 CENTRAL COAST SANDBLASTING,LLC Accounts Payable Check 400.00 115127 03/28/2008 CHEM CLEAN Accounts Payable Check 153.64 115128 03/28/2008 BRADY CHERRY Accounts Payable Check 300.00 115129 03128/2008 KATHY J.CINOWALT Accounts Payable Check 52.50 115130 03/28/2008 LAWRENCE CLARK Accounts Payable Check 128.00 115131 03/28/2008 VINCE CONDE Accounts Payable Check 57.00 115132 03/28/2008 COPWARE Accounts Payable Check 225.00 115133 03/28/2008 CIMON CORMIER Accounts Payable Check 95.00 115134 03/28/2008 DAVID COYKENDOLL Accounts Payable Check 1,220.80 115135 03/28/2008 CREDIT BUREAU Accounts Payable Check 45.00 115136 03/2812008 CREEK ENVIRONMENTAL LAB, INC. Accounts Payable Check 50.00 115137 03/2812008 CRYSTAL SPRINGS WATER Accounts Payable Check 249.50 115138 03/28/2008 CTM GROUP, INC. Accounts Payable Check 115.15 115139 03/28/2008 D4 ELECTRIC Accounts Payable Check 443.63 115140 03/2812008 BRIAN DANA Accounts Payable Check 179.00 115141 03/28/2008 CALEB M.DAVIS Accounts Payable Check 1,600.00 115142 03/28/2008 DECOU LUMBER COMPANY Accounts Payable Check 992.11 115143 03/28/2008 DEPARTMENT OF JUSTICE Accounts Payable Check 1,408.00 115144 03/28/2008 DLT SOLUTIONS, INC. Accounts Payable Check 2,389.37 115145 03/28/2008 DOCUTEAM Accounts Payable Check 24.95 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115146 03/28/2008 DRIVE CUSTOMS Accounts Payable Check 600.00 115147 03/28/2008 DURHAM COMMUNICATIONS INC Accounts Payable Check 9,543.85 115148 03/28/2008 ED'S FLY MEAT, INC. Accounts Payable Check 24.50 115149 03/28/2008 EL CAMINO VETERINARY HOSP Accounts Payable Check 9.00 115150 03128/2008 GEOFF ENGLISH Accounts Payable Check 128.00 115151 03/2812008 ESCUELA DEL RIO Accounts Payable Check 7,651.75 115152 03/28/2008 KEITH J. FALERIOS Accounts Payable Check 294.22 115153 03/28/2008 FEDERAL EXPRESS Accounts Payable Check 111.85 115154 03/28/2008 FERGUSON ENTERPRISES, INC. Accounts Payable Check 66.15 115155 03/28/2008 FERRELL'S AUTO REPAIR Accounts Payable Check 268.00 115156 03/28/2008 FGL ENVIRONMENTAL Accounts Payable Check 1,108.00 115157 03/28/2008 FIRST AMERICAN CORELOGIC, INC. Accounts Payable Check 100.00 115158 03/28/2008 FIRSTLWE, LLC Accounts Payable Check 128.70 115159 03/28/2008 FISHER SCIENTIFIC Accounts Payable Check 61.76 115160 03/28/2008 PAULA K. FISK Accounts Payable Check 70.00 115161 03/28/2008 FLUID RESOURCE MANAGEMENT,INC. Accounts Payable Check 425.00 115162 03/28/2008 FOOD FOR LESS Accounts Payable Check 291.22 115163 03/28/2008 KEN FORMAN Accounts Payable Check 10.00 115164 03/28/2008 WARREN FRACE Accounts Payable Check 300.00 115165 03/28/2008 FRAZEE INDUSTRIES, INC. Accounts Payable Check 78.65 115166 03/28/2008 GAS COMPANY Accounts Payable Check 85527 115167 03/28/2008 JULIE GATES Accounts Payable Check 30.00 115168 03/28/2008 GEM AUTO PARTS Accounts Payable Check 1,336.01 115169 03/28/2008 GEO-WEST LAND CONSULTANTS, INC Accounts Payable Check 4,100.00 115170 03/28/2008 MIKE GIL Accounts Payable Check 91.00 115171 03/28/2008 KENNETH GLYNN Accounts Payable Check 147.87 115172 03/28/2008 GOPHER STOMPERS, INC. Accounts Payable Check 367.50 115173 03/28/2008 GREENSCAPE AERATION CO. Accounts Payable Check 800.00 115174 03/28/2008 GRISANTI HARDWARE Accounts Payable Check 46.88 115175 03/28/2008 GROUND UP DESIGN&CONST. MGMT Accounts Payable Check 340.00 115176 03/28/2008 BRIAN J.HAMPTON Accounts Payable Check 76.00 115177 03/28/2008 HART IMPRESSIONS PRINT© Accounts Payable Check 540.22 115178 03/28/2008 HARVEY'S HONEYHUTS Accounts Payable Check 478.16 115179 03/28/2008 HENRY SCHEIN, INC. Accounts Payable Check 334.69 115180 03/28/2008 BECKY JO HOLLADAY Accounts Payable Check 550.00 115181 03/28/2008 HSM ELECTRONIC PROTECTION SCVS Accounts Payable Check 149.76 115182 03/28/2008 INFORMATION TECHNOLOGY Accounts Payable Check 1,176.61 115183 03/28/2008 INGLIS PET HOTEL Accounts Payable Check 162.16 115184 03/28/2008 INTERNATIONAL POLICE TECHNOLOG Accounts Payable Check 6,000.00 115185 03/28/2008 J. CARROLL Accounts Payable Check 1,677.67 115186 03/28/2008 JESPERSEN'S TIRE SERVICE, INC. Accounts Payable Check 15.00 ..................... ...........-............. City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115187 03/28/2008 JIFFY LUBE/SOUND BILLING Accounts Payable Check 103.62 115188 03/2812008 MALINDA JOHNSON Accounts Payable Check 70.00 115189 03/28/2008 COURTNEY JONES Accounts Payable Check 347.35 115190 03/28/2008 STEVEN KAHN Accounts Payable Check 300.00 115191 03/28/2008 KEYSER MARSTON ASSC., INC. Accounts Payable Check 2,332.50 115192 03/28/2008 KPRL 1230 AM Accounts Payable Check 320.00 115193 03128/2008 LAIDLAW TRANSIT SERVICES, INC. Accounts Payable Check 18,151.63 115194 0312812008 LANDSCAPE STRUCTURES, INC. Accounts Payable Check 734.03 115195 03/28/2008 LANDSCAPES BY STACH Accounts Payable Check 1,760.00 115196 03/28/2008 LEFT COAST T-SHIRT CO. Accounts Payable Check 199.37 115197 03/2812008 JAMES R. LEWIS Accounts Payable Check 342.00 115198 03/28/2008 DAVID J. LODEN Accounts Payable Check 36.00 115199 03/28/2008 LUKIN &ASSOCIATES, INC. Accounts Payable Check 1,200.00 115200 03128/2008 MAINLINE UTILITY CO. Accounts Payable Check 656.25 115201 03/28/2008 CHRISTOPHER L.MARKS,CVCP Accounts Payable Check 35.00 115202 03/28/2008 MAXCARE Accounts Payable Check 30.00 115203 03/28/2008 MAXIMUS, INC. Accounts Payable Check 2,650.00 115204 03/28/2008 WADE MCKINNEY Accounts Payable Check 500.00 115205 03/28/2008 MCNAMARA ELECTRIC Accounts Payable Check 2,261.58 115206 03/28/2008 MICHAEL FREDERICK PAVING,INC. Accounts Payable Check 11,465.00 115207 03/28/2008 MID-COAST MOWER&SAW Accounts Payable Check 39.81 115208 03/28/2008 MINER'S ACE HARDWARE Accounts Payable Check 234,44 115209 03/28/2008 MISSION UNIFORM SERVICE Accounts Payable Check 69.44 115210 03/28/2008 JOHNNY F. MITCHELL Accounts Payable Check 285.00 115211 03/28/2008 MINIS ENGINEERS, INC. Accounts Payable Check 12,447.21 115212 03/28/2008 MARIO MORONES Accounts Payable Check 120.12 115213 03/28/2008 JACOB H.MURCH Accounts Payable Check 300.00 115214 03/28/2008 TYLER&JULIE MURRAY Accounts Payable Check 244.16 115215 03/2812008 MWI VETERINARY SUPPLY Accounts Payable Check 1.77 115216 03/28/2008 NCI AFFILIATES, INC Accounts Payable Check 418.75 115217 03/28/2008 NEWCO DISTRIBUTORS, INC. Accounts Payable Check 543.81 115218 03/28/2008 OFFICE DEPOT INC. Accounts Payable Check 1,623.92 115219 03/28/2008 OUTLET TOOL SUPPLY Accounts Payable Check 37.19 115220 03/28/2008 PACIFIC AUTO GLASS Accounts Payable Check 50.00 115221 03/2812008 PACIFIC COAST GYMNASTICS CENTE Accounts Payable Check 134.75 115223 03/28/2008 PACIFIC GAS AND ELECTRIC Accounts Payable Check 27,703.54 115224 03/28/2008 PAPER WORKS Accounts Payable Check 279,95 115225 03/28/2008 PASO ROBLES SAFE&LOCK Accounts Payable Check 41.83 115226 03/2812008 DAVE PAYTON Accounts Payable Check 130.00 115227 03/28/2008 PC MECHANICAL, INC. Accounts Payable Check 48,679.11 115228 03/28/2008 KATHLEEN A. PENCE Accounts Payable Check 6,703.60 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115229 03128/2008 PERRYS ELECTRIC MOTORS&CTRL Accounts Payable Check 7,700.35 115230 03/28/2008 PERRYS PARCEL&COURIER SVC Accounts Payable Check 151.33 115231 03/28/2008 PRAXAIR DISTRIBUTION, INC. Accounts Payable Check 39.46 115232 03/28/2008 PROCARE JANITORIAL SUPPLY Accounts Payable Check 602.43 115233 03/28/2008 PROFORCE LAW ENFORCEMENT Accounts Payable Check 2,082.11 115234 03/28/2008 PVP COMMUNICATIONS, INC. Accounts Payable Check 143.31 115235 03/28/2008 RADIO SHACK CORPORATION Accounts Payable Check 24.66 115236 03/28/2008 RAMINHA CONSTRUCTION, INC. Accounts Payable Check 4,200,00 115237 03/28/2008 RECOGNITION WORKS Accounts Payable Check 126.02 115238 03/28/2008 REGIONAL TRANSIT AUTHORITY Accounts Payable Check 1,500.00 115239 03/28/2008 RACHELLE RICKARD Accounts Payable Check 300.00 115240 03/28/2008 RRM DESIGN GROUP Accounts Payable Check 3,891.67 115241 03/28/2008 SAFETY-KLEEN INC. Accounts Payable Check 350.96 115242 03/2812008 CANDI SALTZMAN Accounts Payable Check 5.00 115243 03/28/2008 SAN LUIS OBISPO COUNTY SHERIFF Accounts Payable Check 36,239.44 115244 03/28/2008 SAN LUIS OBISPO YMCA Accounts Payable Check 42.00 115245 03/2812008 SAN LUIS POWERHOUSE Accounts Payable Check 1,000.45 115246 03/28/2008 SANTA MARIA TIRE, INC. Accounts Payable Check 2,221.85 115247 03/28/2008 SCOTT SATTERTHWAITE Accounts Payable Check 59.29 115248 03/28/2008 LISETTE SCHOLL Accounts Payable Check 95.20 115249 03/28/2008 SHELL Accounts Payable Check 911,89 115250 03/28/2008 JOHN SIEMENS Accounts Payable Check 213.50 115251 03/28/2008 SIGN OUTLET Accounts Payable Check 125.00 115252 03/28/2008 SLO COUNTY HOUSING TRUST FUND Accounts Payable Check 6,000.00 115253 03/28/2008 DAVID L.SMAW Accounts Payable Check 152.00 115254 03/28/2008 SPRINKLER KING, INC. Accounts Payable Check 991,63 115255 03/2812008 STAPLES CREDIT PLAN Accounts Payable Check 397.69 115256 03/28/2008 KURT W.STONE Accounts Payable Check 59,28 115257 03/28/2008 ELIZABETH STRICKLAND Accounts Payable Check 244.16 115258 03/28/2008 SYNBIOTICS CORPORATION Accounts Payable Check 193.87 115259 03/28/2008 SYNERGY SCREENPRINTING&DESIG Accounts Payable Check 1,398.69 115260 03/28/2008 T-BAR-H RANCH,INC. Accounts Payable Check 1,200.00 115261 03/28/2008 T.A.P.S.TRUCK ACCESSORY OUTLT Accounts Payable Check 3,160.09 115262 03/2812008 TEMPLETON UNIFORMS Accounts Payable Check 53,63 115263 03/2812008 TESCO CONTROLS, INC. Accounts Payable Check 787.58 115264 03/28/2008 TIME WARNER TELECOM Accounts Payable Check 829.78 115265 03/28/2008 MARTYTRACEY Accounts Payable Check 283.12 115266 03/28/2008 TRIBUNE Accounts Payable Check 539.80 115267 03/28/2008 TURF EQUIPMENT SVC&REPAIRS Accounts Payable Check 510.00 115268 03/28/2008 MARY BETH UEBERSAX Accounts Payable Check 68.40 115269 03/28/2008 UNION ASPHALT, INC. Accounts Payable Check 31532 City of Atascadero Disbursement Listing For the Month of March 2008 Check Check Number Date Vendor Description Amount 115270 03/28/2008 UNITED RENTALS NORTHWEST, INC Accounts Payable Check 437.85 115271 03/28/2008 VALLEY PACIFIC PETROLEUM SVCS Accounts Payable Check 1,081.35 115272 03/28/2008 VERIZON WIRELESS Accounts Payable Check 360.79 115273 03/28/2008 TOM WAY Accounts Payable Check 204.00 115274 03/28/2008 NANCY E.WEBBER,PH.D. Accounts Payable Check 325.00 115275 03/28/2008 BRIAN WESTERMAN Accounts Payable Check 960.09 115276 03/28/2008 WHITLOCK&WEINBERGER TRANS. Accounts Payable Check 8,763.27 115277 03/28/2008 SUSAN M.WILLIAMS Accounts Payable Check 17.78 115278 03/28/2008 AMELIA K.WINSLOW Accounts Payable Check 57.00 115279 03/28/2008 JEFFREY M.WINSLOW Accounts Payable Check 36.00 115280 03/28/2008 ZOO MED LABORATORIES, INC. Accounts Payable Check 429.29 $ 1,304,153.72 ITEM NUMBER: A-2 DATE: 05127/08 ryy Atascadero City Council Staff Report - Administrative Services Department April 2008 Accounts Payable and Payroll RECOMMENDATION: Council approve certified City accounts payable, payroll and payroll vendor checks for April 2008. DISCUSSION: Attached for City Council review and approval are the following: Payroll Dated 04/03/08 Checks # 25393 - 25445 $ 48,619.90 Direct Deposits 232,803.57 Dated 04/17/08 Checks # 25446 - 25497 45,059.50 Direct Deposits 229,879.68 Accounts Payable Dated 4/1/08 - 4/30108 Checks # 115281 - 115653 & EFTs 639 - 644 1,339,250.11 TOTAL AMOUNT $ 1,895,612.76 FISCAL IMPACT: Total expenditures for all funds is $ 1,895,612.76 CERTIFICATION: The undersigned certifies that the attached demands have been released for payment and that funds are available for these demand Rachelle Rickard, birector of Administrative Services ATTACHMENT: April 2008 Eden Warrant Register in the amount of $ 1,339,250.11 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115281 04104/2008 ATASCADERO FIRE EMPLOYEE ASSN. Payroll Vendor Payment 700.00 115282 04/04/2008 ATASCADERO MID MGRS ORG UNION Payroll Vendor Payment 50.00 115283 04/04/2008 ATASCADERO POLICE ASSOCIATION Payroll Vendor Payment 1,110.00 115284 04/0412008 FRANCHISE TAX BOARD Payroll Vendor Payment 50.00 115285 04/04/2008 HARTFORD LIFE INSURANCE Payroll Vendor Payment 11,750.38 115286 04/04/2008 KENNEDY CLUB FITNESS Payroll Vendor Payment 44.00 115287 04/04/2008 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 744.70 115288 04/04/2008 PERS LONG TERM CARE PROGRAM Payroll Vendor Payment 63.01 115289 04/04/2008 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEt Payroll Vendor Payment 93,087.26 115290 04/04/2008 SEIU LOCAL 620 Payroll Vendor Payment 926.08 115291 04104/2008 UNITED WAY OF SLO COUNTY Payroll Vendor Payment 31.00 115292 04/04/2008 VANTAGEPOINT TRNSFR AGT 106099 Payroll Vendor Payment 299.62 115293 04/04/2008 VANTAGEPOINT TRNSFR AGT 304633 Payroll Vendor Payment 1,542.21 639 04/08/2008 RABOBANK,N.A. Payroll Vendor Payment 50,174.70 640 04/08/2008 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 11,732.56 641 04/08/2008 EMPLOYMENT DEV. DEPARTMENT Payroll Vendor Payment 1,100.15 115294 04108/2008 AFLAC Payroll Vendor Payment 4,821.24 04/08/2008 BLUE CROSS OF CALIFORNIA r Payment 118,798.47 115295 Payroll Vendo y 115296 04/08/2008 BLUE SHIELD OF CALIFORNIA Payroll Vendor Payment 1,937.44 115297 04/08/2008 DELTA DENTAL,ATTN:ACCOUNTING Payroll Vendor Payment 8,725.60 115298 04/08/2008 THE STANDARD UNIT 22 Payroll Vendor Payment 1,730.38 115299 04/11/2008 A&T ARBORISTS Accounts Payable Check 2,611.00 115300 04/1112008 AGP VIDEO Accounts Payable Check 3,950.00 115301 04/11/2008 AIRGAS WEST Accounts Payable Check 98.86 115302 04/11/2008 ALL ABOUT PRODUCE, INC. Accounts Payable Check 327.43 115303 04/11/2008 ALTHOUSE&MEADE, INC. Accounts Payable Check 172.50 115304 04/1112008 AMERICAN MARBORG Accounts Payable Check 382.06 115305 04111/2008 AMERICAN WEST TIRE&AUTO INC Accounts Payable Cheek 176.54 115306 04/11/2008 ANTECH DIAGNOSTICS Accounts Payable Check 392.73 115307 04/11/2008 API,ATLAS PERFORMANCE INDUST Accounts Payable Check 410.00 115308 04/11/2008 AQUAMARK POOL CARE Accounts Payable Check 530.82 115309 04/11/2008 ARAMARK UNIFORM SERVICES Accounts Payable Check 629.66 115310 04111/2008 GINA ARIAS Accounts Payable Check 39.90 115311 04/1112008 ARLYNE'S FLOWERS&ETC. Accounts Payable Check 171.60 115312 04/1112008 AT&T Accounts Payable Check 71.04 115313 04/11/2008 AT&T Accounts Payable Check 1,138.27 115314 04/11/2008 AT&T/MCI Accounts Payable Check 553.12 115315 04/11/2008 ATASCADERO FORD Accounts Payable Check 765.55 115316 04/11/2008 ATASCADERO MAIN STREET Accounts Payable Check 14,790.00 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115318 04/11/2008 ATASCADERO MUTUAL WATER CO, Accounts Payable Check 3,069.05 115319 04/11/2008 ATASCADERO NEWS Accounts Payable Check 1,472,62 115320 04/11/2008 AVAYAINC. Accounts Payable Check 22.42 115321 04/1112008 BASSETT'S CRICKET RANCH,INC. Accounts Payable Check 81.76 115322 04/11/2008 BATTERY SYSTEMS Accounts Payable Check 79.31 115323 04/11/2008 BCS, LLC Accounts Payable Check 5,259.54 115324 04/1112008 CINDY K. BENSON Accounts Payable Check 308,00 115325 04/11/2008 BFGC ARCHITECTS PLANNERS, INC. Accounts Payable Check 32,40 115326 04/11/2008 BRINAR CONSTRUCTION, INC. Accounts Payable Check 12,936.22 115327 04/11/2008 BURKENILLIAMS,&SORENSON LLP Accounts Payable Check 41,085.08 115328 04/11/2008 BUTLER BUSINESS MACHINES Accounts Payable Check 544,73 115329 04/1112008 CALIFORNIA MUNICIPAL Accounts Payable Check 155.00 115330 04/1112008 CASH Accounts Payable Check 100.00 115331 04/11/2008 CENTRAL COAST SANDBLASTING,LLC Accounts Payable Check 400.00 115332 04111/2008 MARIA CENTRELLA Accounts Payable Check 40.00 115333 04/11/2008 JOSEPH A.CHOUINARD Accounts Payable Check 4,588.31 115334 04/11/2008 CITY OF SAN LUIS OBISPO Accounts Payable Check 500.00 115335 04/11/2008 CLEARS Accounts Payable Check 100.00 115336 04/11/2008 COAST ELECTRONICS Accounts Payable Check 1,839.36 115337 04/11/2008 COASTAL COPY,LP Accounts Payable Check 105.51 115338 04/11/2008 COLONY AUTO SERVICE, INC. Accounts Payable Check 913.67 115339 04/11/2008 CONOCOPHILLIPS Accounts Payable Check 2,336,22 115340 04/11/2008 LEA COULTON Accounts Payable Check 158.00 } 115341 04M1/2008 CREEK ENVIRONMENTAL LAB, INC. Accounts Payable Check 180.00 115342 04/1112008 CRYSTAL SPRINGS WATER Accounts Payable Check 48.00 115343 04K11/2008 CULUGANINDUSTRIAL WATER SY8T Accounts Payable Check 70.00 115344 04/11/2008 DARRYLSLOCK AND SAFE Accounts Payable Check 102.90 � 115345 04/11/2008 DAN DAVIS Accounts Payable Check 353.58 � 115340 04/11/2000 oscouLUMBER COMPANY Accounts Payable Check 49.07 U 115347 04/11/2008 DELTA M\CRO|K8AG|NG. INC. Accounts Payable Check 2.154�01 � 115840 04/11/2008 DEPARTMENT DFJUSTICE Accounts Payable Check 1.390.00 � 115949 04/1 1J2008 DEPARTMENT OFTRANSPORTATION Accounts Payable Check 2.168.10 � ( 115350 04/11/2008 DOGGIE WALK BAGS COMPANY Accounts Payable Check 134.69 115351 04/11/2008 DRIVE CUSTOMS Accounts Payable Check 775.00 115352 04/11/2008 JAN DUNGAN Accounts Payable Check 25.00 115353 04/11/2000 E|KHOFDESIGN GROUP, INC. Accounts Payable Check 770.00 � � D 115354 04K11/2008 EGCUELADEL RIO Accounts Payable Check 216O0 � 115355 04/11/2008 FENCE FACTORY ATASCADER0 Accounts Payable Check 243.90 � 115356 04/11/2008 F8LENV|RONK8ENTAL Accounts Payable Check 595.00 ; 115357 04/11/2008 PAULA K. F|SK Accounts Payable Check 14.00 � � 115358 04/11/2008 FLUID RESOURCE MANAGEMENT.|NC. Accounts Payable Check 850.00 W � � � City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115359 04/11/2008 FOOD FOR LESS Accounts Payable Check 184.88 115360 04/11/2008 FRANKIE'S DELICATESSEN Accounts Payable Check 100.73 115361 04/1112008 FRAZEE INDUSTRIES, INC. Accounts Payable Check 180.12 115362 04/11/2008 GAS COMPANY Accounts Payable Check 2,173.64 115363 04/11/2008 GEM AUTO PARTS Accounts Payable Check 199.43 115364 04/11/2008 GEO-WEST LAND CONSULTANTS, INC Accounts Payable Check 2,300.00 115365 04/11/2008 MIKE GIL Accounts Payable Check 76.00 115366 04/11/2008 GILBERT'S LANDSCAPES Accounts Payable Check 3,240,00 115367 04/11/2008 GOLDEN BAY MECHANICAL, INC. Accounts Payable Check 234.00 115368 04/11/2008 GREENSCAPE AERATION CO. Accounts Payable Check 429.00 115369 04/11/2008 GRISANTI HARDWARE Accounts Payable Check 66.47 115370 04/11/2008 VOID Accounts Payable Check 0.00 115371 04/11/2008 BRIAN J. HAMPTON Accounts Payable Check 38.00 115372 04/11/2008 HARVEY'S HONEYHUTS Accounts Payable Check 478.16 115373 04/11/2008 STEVEN G. HINTON Accounts Payable Check 114.00 115374 04/11/2008 HSM ELECTRONIC PROTECTION SCVS Accounts Payable Check 1,564.60 115375 04/11/2008 HURST FINANCIAL CORP Accounts Payable Check 415.00 115376 04/11/2008 INDUSTRIAL TRUCK BODIES Accounts Payable Check 3,296.96 115377 04/11/2008 EVELYN INGRAM Accounts Payable Check 427.70 115378 04/11/2008 JESPERSEN'S TIRE SERVICE, INC. Accounts Payable Check 534.20 115379 04/11/2008 JIFFY LUBEiSOUND BILLING Accounts Payable Check 69.44 115380 04/11/2008 KERMANI CONSULTING GROUP Accounts Payable Check 16,541,25 115381 04/11/2008 KNORR CONSTRUCTION Accounts Payable Check 400.00 115382 04/11/2008 LANDSCAPES BY STACH Accounts Payable Check 925.00 115383 04/11/2008 LEE WILSON ELECTRIC CO. INC Accounts Payable Check 2,451.78 115384 04/11/2008 LEFT COAST T-SHIRT CO. Accounts Payable Check 14.45 115385 04/11/2008 ASHLEY LIESER Accounts Payable Check 40.15 115386 04/11/2008 MADRONE LANDSCAPES, INC. Accounts Payable Check 27,263.24 115387 04/11/2008 MARTINELLI LANDSCAPE CONST INC Accounts Payable Check 621.83 1153$$ 04/11/2008 MASTER BODY SALES&SERVICE Accounts Payable Check 377.72 1153$9 04/11/2008 MATTHEW BENDER&CO., INC. Accounts Payable Check 203.10 115390 04/11/2008 KYRSTEN MCKENZIE Accounts Payable Check 52.00 115391 04/11/2008 WADE MCKINNEY Accounts Payable Check 199.79 115392 04/11/2008 MCMASTER-CARR SUPPLY CO. Accounts Payable Check 1,462.95 115393 04/11/2008 MGE UNDERGROUND, INC. Accounts Payable Check 22,882.13 115394 04/11/2008 MID-COAST GEOTECHNICAL, INC. Accounts Payable Check 3,180.00 115395 04/11/2008 MID-COAST MOWER&SAW Accounts Payable Check 154.09 115396 04/11/2008 REBECCA MIGLIAZZO Accounts Payable Check 35.00 115397 04111/2008 MINER'S ACE HARDWARE Accounts Payable Check 1,124.53 115398 04/11/2008 MIRACLE RECREATION EQUIPMENT Accounts Payable Check 238.51 115399 04/11/2008 MISSION UNIFORM SERVICE Accounts Payable Check 133.66 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115400 04/11/2008 JOHNNY F. MITCHELL Accounts Payable Check 171.00 115401 04/11/2008 MOST DEPENDABLE FOUNTAINS Accounts Payable Check 572.70 115402 04/11/2008 DAVID MUEHLHAUSEN Accounts Payable Check 10.00 115403 04/11/2008 JACOB H. MURCH Accounts Payable Check 225.00 115404 04/11/2008 NCI AFFILIATES, INC Accounts Payable Check 335.00 115405 04/11/2008 NORTHERN SAFETY CO., INC. Accounts Payable Check 17.10 115406 04/11/2008 OFFICE DEPOT INC. Accounts Payable Check 927.73 115407 04/11/2008 OUTLET TOOL SUPPLY Accounts Payable Check 19.17 115409 04/11/2008 PACIFIC GAS AND ELECTRIC Accounts Payable Check 23,603.06 115410 04/11/2008 EILEEN PANTER Accounts Payable Check 10.00 115411 0411112008 PAPER WORKS Accounts Payable Check 23.97 115412 04/11/2008 PAVEMENT ENGINEERING, INC. Accounts Payable Check 4,410.00 115413 04/11/2008 DAVE PAYTON Accounts Payable Check 50.00 115414 04/11/2008 PC MECHANICAL,INC. Accounts Payable Check 14,875.83 115415 04/1112008 KATHLEEN A. PENCE Accounts Payable Check 3,975.00 115416 04/11/2008 PENFIELD&SMITH Accounts Payable Check 304.46 115417 04/11/2008 DEAN PERICIC Accounts Payable Check 324.00 115418 04/11/2008 PERRY'S PARCEL&COURIER SVC Accounts Payable Check 9.65 115419 04/11/2008 PFEIFFER PARTNERS, INC. Accounts Payable Check 15,175.13 115420 04/11/2008 PHONE CENTER BUSINESS CONNECT Accounts Payable Check 1,800.00 115421 04/11/2008 PINNACLE BUSINESS SOLUTIONS Accounts Payable Check 2,109.36 115422 04/11/2008 PIONEER EQUIPMENT CO. Accounts Payable Check 89.12 115423 04/11/2008 PLANT DOCTOR Accounts Payable Check 560.00 115424 04/11/2008 JANICE POLIS Accounts Payable Check 80.00 115425 04/11/2008 PROCARE JANITORIAL SUPPLY Accounts Payable Check 196.68 115426 04/11/2008 PROFORCE LAW ENFORCEMENT Accounts Payable Check 728.31 115427 04/11/2008 GRACE L. PUCCI Accounts Payable Check 795.00 115428 04/11/2008 RAMINHA CONSTRUCTION, INC. Accounts Payable Check 2,445.30 115429 04/11/2008 RECOGNITION WORKS Accounts Payable Check 6.22 115430 04111/2008 REGIONS INTERSTATE BILLING SRV Accounts Payable Check 4,320.18 115431 04/11/2008 RRM DESIGN GROUP Accounts Payable Check 8,872.10 115432 04/11/2008 SAN LUIS OBISPO YMCA Accounts Payable Check 455.00 115433 04/11/2008 SAN LUIS POWERHOUSE Accounts Payable Check 270.00 115434 04/11/2008 SAN LUIS SECURITY, INC. Accounts Payable Check 999.00 115435 04/11/2008 SANTA MARIA TIRE, INC. Accounts Payable Check 897.34 115436 04/11/2008 SIEMENS WATER TECHNOLOGIES Accounts Payable Check 5,132.12 115437 04/11/2008 SIGN OUTLET Accounts Payable Check 146.51 115438 04/11/2008 SMART AND FINAL Accounts Payable Check 170.99 115439 04/11/2008 DAVID L.SMAW Accounts Payable Check 95.00 115440 04/1112008 VOID Accounts Payable Check 0.00 115441 04/11/2008 SOUZA CONSTRUCTION INC. Accounts Payable Check 21,404.15 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115442 04/11/2008 SPECIALTY GEAR&TRANSMISSION Accounts Payable Check 1,961.63 115443 04/11/2008 STATE BOARD OF EQUALIZATION Accounts Payable Check 99.18 115444 04/11/2008 SUN BADGE COMPANY Accounts Payable Check 12498 115445 04/11/2008 SUNLIGHT JANITORIAL Accounts Payable Check 2,359.00 115446 04/11/2008 SUPERIOR CRANE&TRANSPORT Accounts Payable Check 264.00 115447 04/11/2008 TEMPLETON UNIFORMS Accounts Payable Check 209.51 115448 04/11/2008 TIERRA WEST ADVISORS, LLC Accounts Payable Check 11,680.00 115449 04/11/2008 MARCIATORGERSON Accounts Payable Check 152.62 115450 04/11/2008 TRIBUNE Accounts Payable Check 168.00 115451 04/11/2008 MELANIE TUCKER Accounts Payable Check 250.00 115455 04/11/2008 U.S. BANK Accounts Payable Check 21,218.98 115456 04/11/2008 UNION ASPHALT, INC. Accounts Payable Check 777.83 115457 04/11/2008 UNITED STAFFING ASSOCIATES Accounts Payable Check 512.00 115458 04/11/2008 USA BLUE BOOK Accounts Payable Check 83.49 115459 04/11/2008 USA MOBILITY WIRELESS, INC. Accounts Payable Check 262.40 115460 04/11/2008 VALLEY PACIFIC PETROLEUM SVCS Accounts Payable Check 5,150.01 115461 04/11/2008 JULIAN VAN ENCKEVORT Accounts Payable Check 260.00 115462 04/11/2008 MARISOL VELAZQUEZ Accounts Payable Check 70.00 115463 04/11/2008 VERIZON WIRELESS Accounts Payable Check 6,018.37 115464 04/11/2008 VONS Accounts Payable Check 43.94 115465 04/11/2008 JANA WAY Accounts Payable Check 250.00 115466 04/11/2008 WESTERN FARM SERVICE, INC. Accounts Payable Check 1,616.77 115467 04/11/2008 WESTERN JANITOR SUPPLY Accounts Payable Check 370.33 115468 04/11/2008 MICKI WRIGHT Accounts Payable Check 35.00 115469 04/11/2008 WYSONG CONSTRUCTION Accounts Payable Check 32,527.00 115470 04/16/2008 HABITAT FOR HUMANITY FOR SLO Accounts Payable Check 70,000.00 115471 04/18/2008 ATASCADERO FIRE EMPLOYEE ASSN. Payroll Vendor Payment 700.00 115472 04/18/2008 ATASCADERO MID MGRS ORG UNION Payroll Vendor Payment 50.00 115473 04/18/2008 ATASCADERO POLICE ASSOCIATION Payroll Vendor Payment 1,110.00 115474 04/18/2008 AXA EQUITABLE Payroll Vendor Payment 481.52 115475 04/18/2008 FRANCHISE TAX BOARD Payroll Vendor Payment 50.00 115476 04/18/2008 HARTFORD LIFE INSURANCE Payroll Vendor Payment 11,750.38 115477 04/18/2008 KENNEDY CLUB FITNESS Payroll Vendor Payment 44.00 115478 04/18/2008 NATIONWIDE RETIREMENT SOLUTION Payroll Vendor Payment 685.75 115479 04/18/2008 PERS LONG TERM CARE PROGRAM Payroll Vendor Payment 63.01 115480 04/18/2008 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTED Payroll Vendor Payment 93,303.31 115481 04/18/2008 SEW LOCAL 620 Payroll Vendor Payment 926.08 115482 04/18/2008 UNITED WAY OF SLO COUNTY Payroll Vendor Payment 31.00 115483 04/18/2008 VANTAGEPOINT TRNSFR AGT 106099 Payroll Vendor Payment 299.62 115484 04/18/2008 VANTAGEPOINT TRNSFR AGT 304633 Payroll Vendor Payment 1,542.21 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 642 04!22!2008 RABOBANK N.A. Payroll Vendor Payment 47,56636 643 04/22/2008 EMPLOYMENT DEV DEPARTMENT Payroll Vendor Payment 10,978.61 644 04/22/2008 EMPLOYMENT DEV. DEPARTMENT Payroll Vendor Payment 1,086.79 115485 04/25/2008 AGP VIDEO Accounts Payable Check 3,050.00 115486 04/25/2008 AIR RITE REFRIGERATION Accounts Payable Check 5,427.00 1154487 04/25/2008 ALL ABOUT PRODUCE, INC. Accounts Payable Check 542.03 115488 04/25/2008 ALTHOUSE&MEADE, INC. Accounts Payable Check 7,839.50 115489 04/25/2008 AMERICAN EXPRESS Accounts Payable Check 2,166.00 115490 04/2512008 API,ATLAS PERFORMANCE INDUST Accounts Payable Check 410.00 115491 04/25/2008 ARAMARK UNIFORM SERVICES Accounts Payable Check 412.41 115492 04/25/2008 KELLY AREBALO Accounts Payable Check 157.55 115493 04/25/2008 AT&T Accounts Payable Check 161.55 115494 04/25/2008 AT&T Accounts Payable Check 667.26 115495 04/25/2008 AT&T YELLOW PAGES Accounts Payable Check 206.08 115497 04/25/2008 AT&T/MCI Accounts Payable Check 1,353.47 115498 04/25/2008 ATASCADERO COMMUNITY Accounts Payable Check 31,133.00 115499 04/25/2008 ATASCADERO FORD Accounts Payable Check 1,941.87 115500 04/25/2008 ATASCADERO MUTUAL WATER CO. Accounts Payable Check 51.00 115501 04/25/2008 ATASCADERO NEWS Accounts Payable Check 4,672.80 115502 04/25/2008 ATASCADERO POLICE OFFICERS Accounts Payable Check 75.00 115503 04/25/2008 ATASCADERO RUBBER STAMP CO Accounts Payable Check 44.94 115504 04/25/2008 ATASCADERO SAW SHOP Accounts Payable Check 84.00 115505 04/25/2008 ATASCADERO TRAFFIC WAY STORAGE Accounts Payable Check 576.00 115506 04/25/2008 DAVID ATHEY Accounts Payable Check 46.61 115507 04/25/2008 JENNY BALSON Accounts Payable Check 17.78 115508 04/25/2008 BASSETT'S CRICKET RANCH,INC. Accounts Payable Check 82.64 115509 04/25/2008 BAUER COMPRESSORS Accounts Payable Check 970.00 115510 04/25/2008 JULIE BENNETT Accounts Payable Check 40.00 115511 04/25/2008 BEST BEST& KRIEGER LLP Accounts Payable Check 3,132.18 115512 04/25/2008 BFGC ARCHITECTS PLANNERS, INC. Accounts Payable Check 88.33 115513 04/2512008 BOUND TREE MEDICAL, LLC Accounts Payable Check 82.85 115514 04/25/2008 JEFF BRAZZI Accounts Payable Check 114.00 115515 04/25/2008 GAYLE BRUCE Accounts Payable Check 171.00 115516 04/25/2008 BURKE,WILLIAMS,&SORENSON LLP Accounts Payable Check 49,412.00 115517 04/25/2008 BUTLER BUSINESS MACHINES Accounts Payable Check 169.63 115518 04/25/2008 CA CITY MANAGEMENT FOUNDATION Accounts Payable Check 400.00 115519 04/25/2008 CAL-COAST REFRIGERATION, INC Accounts Payable Check 261.07 115520 04/25/2008 CALIFORNIA MID-STATE FAIR Accounts Payable Check 5,000.00 115521 04/25/2008 CANNON ASSOCIATES Accounts Payable Check 140.00 115522 04/25/2008 CED CONSOLIDATED ELECTRICAL Accounts Payable Check 170.35 City of Atascadero Disbursement Listinq For the Month of April 2008 Check Check Number Date Vendor Description Amount 115523 04/25/2008 CENTRAL COAST CONTAINERS Accounts Payable Check 150.00 115524 04/25/2008 CHEM CLEAN Accounts Payable Check 187.53 115525 04/25/2008 BRADY CHERRY Accounts Payable Check 300.00 115526 04/25/2008 COAST ELECTRONICS Accounts Payable Check 1,442.92 115527 04/25/2008 COASTAL COPY,LP Accounts Payable Check 84.34 115528 04/25/2008 COASTLINE EQUIPMENT Accounts Payable Check 74.47 115529 04/25/2008 CIMON CORMIER Accounts Payable Check 57.00 115530 04/25/2008 CRYSTAL SPRINGS WATER Accounts Payable Check 275.20 115531 04/25/2008 CTM GROUP, INC. Accounts Payable Check 126.35 115532 04/25/2008 CULLIGAN INDUSTRIAL WATER SYST Accounts Payable Check 146.00 115533 04/25/2008 DARRYUS LOCK AND SAFE Accounts Payable Check 44.24 115534 04/25/2008 DECOU LUMBER COMPANY Accounts Payable Check 326.86 115535 04/25/2008 DEPARTMENT OF JUSTICE Accounts Payable Check 746.00 115536 04/25/2008 DOCUTEAM Accounts Payable Check 3945 115537 04/25/2008 DOGGIE WALK BAGS COMPANY Accounts Payable Check 269.38 115538 04/25/2008 MONICA DOMINGUEZ Accounts Payable Check 27.47 115539 04/25/2008 DRIVE CUSTOMS Accounts Payable Check 1,443.54 115540 04/25/2008 EL CAMINO CAR WASH LLC Accounts Payable Check 105.70 11554.1 04/25/2008 EWING IRRIGATION GOLF INDUSTRL Accounts Payable Check 509.65 115542 04/25/2008 FAMILY&INDUSTRIAL MEDICAL CT Accounts Payable Check 120.00 115543 04/25/2008 FEDERAL EXPRESS Accounts Payable Check 20.63 115544 04/25/2008 FENCE FACTORY ATASCADERO Accounts Payable Check 835.00 115545 04/2512008 FERRELL'S AUTO REPAIR Accounts Payable Check 704.00 115546 04/25/2008 FOOD FOR LESS Accounts Payable Check 177.14 115547 04/25/2008 WARREN FRACE Accounts Payable Check 300.00 115548 04/25/2008 FURNITURE INSTALLATION TEAM Accounts Payable Check 1,884.29 115549 04/25/2008 GAZA GRAPHICS&ASSC. Accounts Payable Check 1,275.00 115550 04/25/2008 THOMAS E.GANDY Accounts Payable Check 51.00 115551 04/25/2008 GAS COMPANY Accounts Payable Check 556.93 115552 04/25/2008 GEM AUTO PARTS Accounts Payable Check 238.95 115553 04/25/2008 GEO-WEST LAND CONSULTANTS,INC Accounts Payable Check 274.00 115554 04/25/2008 MIKE GIL Accounts Payable Check 133.00 115555 04/25/2008 GOLDEN STATE COPIER&MAILING Accounts Payable Check 1,694.00 115556 04/25/2008 GOPHER STOMPERS, INC. Accounts Payable Check 210.00 115557 04/25/2008 GRAY LIFT, INC. Accounts Payable Check 409.44 115558 04/2512008 GRISANTI HARDWARE Accounts Payable Check 7.47 115559 04/25/2008 GROUND UP DESIGN&CONST. MGMT Accounts Payable Check 425.00 115560 04/25/2008 BRIAN J. HAMPTON Accounts Payable Check 38.00 115561 04/25/2008 HART IMPRESSIONS PRINT© Accounts Payable Check 460.84 115562 04/25/2008 HEALTH PLUS PHARMACY Accounts Payable Check 56.10 115563 04/25/2008 HEWLETT-PAOKARD Accounts Payable Check 3,729.08 _ . City ufAtomoado,n | Disbursement Listing For the Month of April 2008 | Check Check � mwnbe^ Date Vendor Description Amount � --� --� 115504 04/25/2008 STEVEN H|NTDN Accounts Payable Check 76�00 � � 115585 04/25/2008 HSM ELECTRONIC PROTECTION SCVS Accounts Payable Check 436.60 � / 115566 04/25/2008 VALER|EHUMpHREY Accounts Payable Check 89.63 ! 115567 04/25/2008 ICE TEES Accounts Payable Check 193.05 � 115568 04/25/2008 INFORMATION TECHNOLOGY Accounts Payable Check 1.356.69 115568 04/25/2008 J.CARR0LL Accounts Payable Check 85531 � � 115570 04/25/2888 JIFFY LUBE/SOUND BILLING Accounts Payable Check 137�35 115571 04/25/2808 ANN JUTRAS Accounts Payable Check 20.00 � 115572 04/25/2008 STEVEN KAHN Accounts Payable Check 300.80 115573 04/25/2008 KEYSERMAR8TONASSC.. INC. Accounts Payable Check 7.717.60 115574 04/25/2008 KIRK CONSTRUCTION Accounts Payable Check 82.943.71 � 115575 04/25/2000 JER| KNOTT Accounts Payable Check 547,00 115578 04/25/2008 KpRL123OAK4 Accounts Payable Check 320.00 115577 04/25/2008 LA|DLAVVTRANSIT SERVICES, INC. Accounts Payable Check 18.893.03 � 115578 04/25/2008 LANDSCAPES 8Y8TACH Accounts Payable Check 570.00 | 115570 04/2512008 DIANE LEE Accounts Payable Check 15.00 � � 115580 84/25/2008 LEFT COAST T-SHIRT GO. Accounts Payable Check 457.10 | 115581 04/25/2008 LEH|VALLEY TRADING COMPANY Accounts Payable Check 280.90 � } 115582 04/25/2008 JAMES R. LEWIS Accounts Payable Check 250.00 � �2OO8 ASHLEY Accounts Payable Check 82U7 115583 O4/2 nnunneya o eo � | 115584 04/25/2008 LOCATE PLUS CORPORATION Accounts Payable Check 15.00 / 115585 04/25/2008 VOID Accounts Payable Check 088 | � 115586 04/25/2008 MAINLINE UTILITY CO. Accounts Payable Check 582.50 ! 115588 04/25/2008 MANAGED HEALTH NETWORK, INC. Accounts Payable Check 657.02 � 115589 04/25/2008 KERRYh4ARGASON Accounts Payable Check 18.88 115590 04/25/2008 BECKY MAXWELL Accounts Payable Check 88.15 115581 04/25/2008 VVADEK4CK|NNEY Accounts Payable Check 500.00 115592 04/25/2008 MED-TECH RESOURCE, INC. Accounts Payable Check 411.09 115593 04/25x2008 x3EDvvORxS. |NC. Accounts Payable Check 195.00 115594 04/25/2008 MID-COAST MOWER&SAW Accounts Payable Check 1`811.35 � 115585 04Q5/2000 MINER'S ACE HARDWARE Accounts Payable Check 335.20 � 115598 04/25/2008 MISSION UNIFORM SERVICE Accounts Payable Check 57.04 115597 04/25/2008 JOHNNY F.MITCHELL Accounts Payable Check 323.00 115588 84/25/2008 KELLY MORIN Accounts Payable Check 40.00 � 115599 04/25/2088 JACOB H. MURCH Accounts Payable Check 100,00 ; O4/25C0O8 NEVVCOD\STR|BUTORS INC, Accounts 713yS 11S00O ` � � U 115601 04/25/2008 NORTH COAST ENGINEERING INC. Accounts Payable Check 2.800.00 � 115602 04/2512008 NORTHERN SAFETY CO.. INC. Accounts Payable Check 1.829.16 115603 04/25/2008 OFFICE DEPOT INC. Accounts Payable Check 1.149.10 � 115804 04/25/2008 OUTLET TOOL SUPPLY Accounts Payable Check 31.82 115605 04/25/2008 PACIFIC AUTO GLASS Accounts Payable Check 60,00 City of Atascadero Disbursement Listing For the Month of April 2008 Check Check Number Date Vendor Description Amount 115606 04/25/2008 PACIFIC GAS AND ELECTRIC Accounts Payable Check 3,649.48 115607 04/25/2008 PERRY'S PARCEL&COURIER SVC Accounts Payable Check 17.60 115608 04/25/2008 PFEIFFER PARTNERS, INC. Accounts Payable Check 1,250.00 115609 04/25/2008 PINNACLE BUSINESS SOLUTIONS Accounts Payable Check 2,108.12 115610 04/25/2008 PIONEER RESEARCH CORP. Accounts Payable Check 561.00 115611 04125/2008 PROCARE JANITORIAL SUPPLY Accounts Payable Check 947.32 115612 04/25/2008 GRACE L. PUCCI Accounts Payable Check 67.50 115613 04/25/2008 RAMINHA CONSTRUCTION, INC. Accounts Payable Check 4,740.93 115614 04/25/2008 VICTORIA RANDALL Accounts Payable Check 11.85 115615 04/25/2008 RECOGNITION WORKS Accounts Payable Check 69.72 115616 04/25/2008 REGIONS INTERSTATE BILLING SRV Accounts Payable Check 2,918.05 115617 04/25/2008 RACHELLE RICKARD Accounts Payable Check 300.00 115618 04/25/2008 ROB DAVIS BACKHOE Accounts Payable Check 4,550.00 115619 04/25/2008 RX Accounts Payable Check 39.46 115620 04/25/2008 SAN LUIS OBISPO COUNTY SHERIFF Accounts Payable Check 62.00 115621 04/25/2008 SAN LUIS POWERHOUSE Accounts Payable Check 540.00 115622 04/25/2008 SANTA LUCIA SPORTSMEN ASSOCIAT Accounts Payable Check 190.40 115623 04/25/2008 SANTA MARIA TIRE, INC. Accounts Payable Check 38.63 115624 04/25/2008 SCOTT O'BRIEN FIRE&SAFETY CO Accounts Payable Check 138.53 115625 04/25/2008 THOMAS E.SHANKS Accounts Payable Check 6,827.20 115626 04/25/2008 SHELL Accounts Payable Check 148.11 115627 04/2512008 GEORGE SITYAVITZ Accounts Payable Check 79.32 115628 04/25/2008 SHANNON SIMS Accounts Payable Check 13.13 115629 04/25/2008 DAVID L.SMAW Accounts Payable Check 190.00 115630 04/25/2008 SOUTH COAST EMERGENCY VEH SVC Accounts Payable Check 143.09 115631 04/2512008 STAPLES CREDIT PLAN Accounts Payable Check 232.66 115632 04/25/2008 STEVE SCHMIDT TOPSOIL Accounts Payable Check 526.06 115633 04/25/2008 CHERYL STORTON Accounts Payable Check 25.00 115634 04/25/2008 SUNLIGHT JANITORIAL Accounts Payable Check 1,510.00 115635 04/25/2008 TANKS A LOT HYDRO SCBA&SCUBA Accounts Payable Check 100.00 115636 04/25/2008 TARGET Accounts Payable Check 88.90 115637 04/25/2008 CALLIE TAYLOR Accounts Payable Check 12.12 115638 04/25/2008 TESORO FLEET SERVICES Accounts Payable Check 8,006.71 115639 04/25/2008 THOMAS MFG.CO. INC. Accounts Payable Check 556.28 115640 04/25/2008 TIERRA WEST ADVISORS, LLC Accounts Payable Check 7,321.25 115641 04/25/2008 MARCIA TORGERSON Accounts Payable Check 50.22 115642 04/2512008 TOWN&COUNTRY FENCING Accounts Payable Check 23,173.00 115643 04/25/2008 ULTREX BUSINESS PRODUCTS Accounts Payable Check 654.24 115644 04/25/2008 UNION ASPHALT, INC. Accounts Payable Check 141.57 115645 04/25/2008 UNITED STAFFING ASSOCIATES Accounts Payable Check 768.00 115646 04/25/2008 VALLEY PACIFIC PETROLEUM SVCS Accounts Payable Check 478.11 City ofAbascadoru | Disbursement Listing � � For the Month of April 2008 | Check Check ' Number Dam Vendor Description Amount | —115647 04/25/2008—� --� VER|ZONW|RELESS Accounts Payable Check 55.39 � � 115848 04/25/2808 VON8 Accounts Payable Check 26,30 | 115649 04/25/2008 WESTERN FARM SERVICE, INC. Accounts Payable Check 1.118.59 115850 04/25/2008 WESTERN JANITOR SUPPLY Accounts Payable Check 102.08 � 115851 04/25/2008 SUSAN M.WILLIAMS Accounts Payable Check 17.78 � 115652 04/25/2008 JEFFREY M.VV|NSLOVV Accounts Payable Check 36.00 � � 115653 04/25/2008 VYYSONgCONSTRUCT0N Accounts Payable Check 35.120.74 � $ 1.339.26011 � | � | � | � � ! ' � K � ^ ' � � � � � � N � � ITEM NUMBER: A-3 DATE: 05/27148 �, .No ,loin finis ' 70E-7 Atascadero City Council November 2007 Staff Report - City Treasurer November 2007 Investment Report RECOMMENDATION: Council approve the City Treasurer's report for November 2007 REPORT IN BRIEF: Cash and Investments Checking $ 934,485 Money Market Accounts 1 Certificates of Deposit 6,849,379 Government Securities 10,191,262 LAI F 15,314,412 Cash with Fiscal Agents 127,120 Cash in Banks at November 30,2007 $ 33,416,659 Deposits in Transit - Outstanding Checks (907,862) Cash and Investments at November 30, 2007 $ 32,508,797 Investment Activity Securities Purchased: Purchase Date Description Type Cost Maturity Date 11/21/07 FHLB#3133XMV65 gov't security $ 500,000 11/21/12 11/28/07 ANB Financial Nat'l Ass'n CD 100,000 10117/12 11/28/07 Safra National Bank CD 99,691 09/17/12 Securities Matured: Maturity Date Description Type Original Cost Amount Matured 11/01/07 Investors Community Bank CD $ 97,000 $ 97,000 11/05/07 Kansas State Bank CD 97,000 97,000 11/08/07 CB&T of Middle Georgia CD 95,000 95,000 11/09/07 Heritage Community Bank CD 98,000 98,000 11/13/07 Colonial Bank CD 96,000 96,000 11/21/07 ANB Financial Nat'l Assn CD 99,198 100,000 Page 1 of 16 Securities Sold/Called Prior to Maturity: Transaction/ Original Cost/ Gain/(Loss) Tran Date Description/Type Maturity Sale Price on Call Called FHLMC#3128X4TB7 $ 295,650 $ 300,000 $ 4,350 11/01/07 government security 11/01/10 Called FHLB#3133XHBD3 300,000 300,000 - 11/02/07 government security 10/18/11 Called Sovereign Bank 97,000 97,000 - 11/26/07 certificate of deposit 11/26/08 Called FHLB#3133X6YD2 300,000 300,000 - 11/26/07 government security 05/26/09 Other Reportable Activities: None Page 2 of 16 CITY OF ATASCADER0 TREASURER'S REPORT CASH&INVESTMENTS ACTIVITY SUMMARY FOR THE MONTH OF NOVEMBER 2007 CHECKING FISCAL ACCOUNT INVESTMENTS AGENT TOTALS Balance per Banks at November 1,2007 $ 3,269,892 $ 32,065,018 $ 126,662 $ 35,461,572 Receipts 1,837,208 193 458 1,837,859 Disbursements (3,882,772) - - (3,882,772) Transfers In 3,479,848 3,769,691 - 7,249,539 Transfers Out (3,769,691) (3,479,848) - (7,249,539) Balance per Banks at November 30,2007 $ 934,485 $ 32,355,054 $ 127,120 33,416,659 Deposits in Transit - Outstanding Checks (907,862) Adjusted Treasurer's Balance $ 32,508,797 Page 3 of 16 � ..................... c oc 00 oc 0 C, 0� rol qr ol� 00 00 In In l:D In Q 13 cl 41 u Q Q In o U Z5 0 , gc -10 - 0 4. u .4 �F. 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L) m Lu u V) rz :7 7 :7 r- cl oo oo tr) f14 R cN Q Q Z� In w) 10 C> 0 IT 00 r- �c rl- 00 m N ol C� a, 00 C� C, kil kN CD 0 cr, V') fN W) 00 Nq -t. ke) w� v) w) In rq Ln v) w) In 0 Iq r� wl It It lei w) In rQ 45 Ic Lz. 2:1 0 tz 0 0 Ic Cl W Of -V 4t it 41 Ln 41 �n Ul ra. u 4. u u Lw u z Q 00 11) cq w CN W) 00 C7, wl 00 vi kt) 't r E > > 't C> CL m U 00 1") 'o c Z z 4t �tt 4t Id Ot 40 Q V u u 00 In cN 00 Cli co u 0 00 00 a = V; 78 0 N rz t-z cl� u IR m >' CL rol Ll 1-151 0 0 0 CL ce bR, u m ut u go zu ta t-- lz City of Atascadero Investments by Type November 2007 Cash with ether Fiscal Agent o 1% 0/. Government Securities 31% trtIF 47°l0 Certificates of Deposit 21% Investment November 2007 LAIF $ 15,314,412 Certificates of Deposit 6,849,379 Government Securities 10,191,262 Cash with Fiscal Agent 127,120 Other 1 $ 32,482,174 Page 13 of 16 1 City of Atas+cadero Investments by Maturity November 2007 Within One Month One Month to One Year I% 9% On Demand One to Five Years 43% 47% Investment November 2007 On Remand $ 15,314,413 Within One Month 300,000 One Month to One Year 2,944,275 One to Five Years 13,796,366 $ 32,355,054 Page 14 of 16 City of Atascadero Investments by Custodial Agent November 2007 Union Batik Bank of New 52% York 1% State of Califomia Other 47%u 0% Custodial Agent November 2607 State of California $ 15,314,412 Other 53,596 Union Bank 16,987,046 Bank of New York 127,120 $ 32,482,174 Page 15 of 16 City of A.tascadero Investment Yield vs. 2-Year Treasury Yield For the Month Ended November 30, 2007 6.00°/A e F Y .E' 5.00% E 4.00% R 3.00% /� / d 2.00% 1.00% 0.00% QQ� o 001 �� O�y1 od1 1\ �p1 oq1 X01 apt lk 0p Qy eryL �rL �ry ti ��ti L r�IV yeti cT cIV �`L a�cel r� O -*—City Yield -*--2-Yr Treasury Weighted Portfolio Yield 2-Yr Treasury Weighted Portfolio City Yield Yield November 2006 4.60% 3.83% December 2006 4.66% 3.91% January 2007 4.70% 4.05% February 2007 4.72% 4,02% March 2007 4.72% 3.88% April 2007 4.76% 3.98% May 2007 4.80% 4.07% June 2007 4.83% 4.23% July 2007 4.82% 4.12% August 2007 4.82% 3.87% September 2007 4.82% 3.74% October 2007 4.77% 3.71% November 2007 4.71% 3.42% Page 16 of 16 ITEM NUMBER: A-4 DATE: 05/27/08 i 79 ... ia78 l _ CAD�NA Atascadero City Council December 2007 Staff Report - City Treasurer December 2007 Investment Report RECOMMENDATION: Council approve the City Treasurer's report for December 2007 REPORT IN BRIEF: Cash and Investments Checking $ 1,492,810 Money Market Accounts 1 Certificates of Deposit 7,647,859 Government Securities 9,539,314 LAI F 15,134,412 Cash with Fiscal Agents 127,502 Cash in Banks at December 31, 2007 $ 33,941,898 Deposits in Transit - Outstanding Checks (745,355) Cash and Investments at December 31, 2007 $ 33,196,543 Investment Activity Securities Purchased: Purchase Date Description Type Cost Maturity Date 12/12/07 Capital One Bank(FRAC 4257) CD $ 98,293 03/13/09 12/12/07 GMAC Bank CD 100,000 12/13/10 12/12/07 Wright Express Financial CD 100,000 12/11/09 12/14/07 Frontier Bank CD 100,000 12/14/09 12/20/07 Marshall & Ilsley Bank CD 100,000 12/20/12 12/20/07 Southwest Bank CD 100,000 12/20/12 12/26/07 FHLB#3133XJ6K9 govt security 401,900 12/12/11 12/28/07 Celtic Bank CD 100,000 12/28/10 12/31/07 M & I Bank CD 100,000 12/31/12 12/31/07 FHLMC #3133F2UW3 gov't security 500,000 12/12/12 Securities Matured: Maturity Date Description Type Original Cost Amount Matured 12/19/07 FHLB#31339XD43 govt security $ 300,000 $ 300,000 Page 1 of 14 ..................................................................... Securities Sold/Called Prior to Maturity: Transaction Original Cost Gain (Loss) Tran Date Description/Type Maturity Sale Price on Call Called FNMA#3136F7NFO $ 241,994 $ 243,000 $ 1,006 12/03/07 government security 12/02/10 Called FHLIVIC#3133FIPM3 269,353 275,000 5,647 12/18/07 government security 12/15/09 Called FNMA#3136F7CF2 492,500 500,000 7,500 12/28/07 government security 06/28/11 Called FHLB#31339XSB1 250,000 250,000 - 12/31/07 government security 06/30/08 Other Reportable Activities: None Page 2 of 14 CITY OFATASC'ADERO TRE'ASURER'S REPORT CASH&INVESTMENTS ACTIVITY SUMMARY FOR THE MONTH OF DECEMBER 2007 CHECKING FISCAL ACCOUNT INVESTMENTS AGENT TOTALS Balance per Banks at December 1,2007 934,485 $ 32,355,054 $ 127,120 $ 33,416,659 Receipts 3,841,233 187 381 3,841,801 Disbursements (3,316,562) - - (3,316,562) Transfers In 5,243,847 5,210,193 - 10,454,040 Transfers Out (5,210,193) (5,243,847) - (10,454,040) Balance per Banks at December 31, 2007 $ 1,492,810 $ 32,321,587 $ 127,501 33,941,898 Deposits in Transit - Outstanding Checks (745,355) Adjusted Treasurer's Balance $ 33,196,543 Page 3 of 14 Cr; r �� w -• ,n N v� M �r J. x J .-• N P, ••• CT oC � Q, u7 Cni �D Vl © -^ P � C^ Ot e vi ^C � u ; ^ 2 4 rpm p rpm pp p p O � O {,� x � c•J N M N N t/5 M M N M M M S J [•. w o. � a ° s ° � a o. a � a 7 a. a N O O p O C C O O 4 O O O OO O Z-6 o o U c y SfC G C ,Y O Ln � v .�• 3 rn F < � � � > 4q of ay p„ cJ � y ,. c .moi O S^ Q C �' C e1 •� aI N y `" W N Y `• q C .L y c a+ to 4 e a O R ''• � b c .-. ._. 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W U a °G � � a m � � Q � q � - y G o q o G 4 W W E N C (.J ✓�} � ¢ Y � C p O i G � O Q C Z Od. � i G n � 0. 00 � � � � Y •6n L B M C L `w a 44 c _ _ > � W O O O O 4 O O Q O G O ^ C PCL XL error Subsystem: IMAGE Error: ExtraData Operator: ReadImage Position: 2419 ITEM NUMBER: A-5 DATE: 05/27/08 m Jo m in � isi`s 9 Tm n is Atascadero City Council Staff Report - City Manager's Office Contract for Services Provided by Kermani Consulting Group for First Level Appeal of Project Worksheet for Historic City Hall RECOMMENDATION: Council approve a change order to the contract with Kermani Consulting Group in the additional amount of $25,000 for continued services related to the City's first level appeal of FEMA's project worksheet for historic City Hall. DISCUSSION: The repair and rehabilitation of our historic City Hall continues to be a priority, as it is the heart and soul of Atascadero's downtown. With the knowledge in May 2007 that the disaster assistance funding proposed by FEMA would likely be significantly less than what will be needed to complete the extensive repairs to the building, staff began preparing to file an appeal by seeking out a consultant to assist with the process. Kermani Consulting Group (KCG) is a firm with considerable experience in working with FEMA, and was hired to create a comprehensive document for the first-level appeal. On February 1, 2008, the City submitted the First Level Appeal of PW 229-1 (Atascadero City Hall) to the Office of Emergency Services (OES). This massive undertaking cost the City just under $40,000 in consultant fees. Based on feedback from FEMA and OES officials during their April 18th meeting and site visit, staff is relatively confident that the first level appeal will result in additional items being funded by FEMA in the repair scope of work. Although the appeal is now in FEMA's hands, the work involved in defending the City's position is not yet complete. FEMA has hired a consultant to review the City's appeal, and this individual will be exerting a considerable effort toward absorbing the huge amount of information provided in the City's appeal, in order to make a recommendation ITEM NUMBER: A-5 DATE: 05/27/08 to FEMA. As FEMA's consultant learns about the extent of damage sustained by our historic City Hall and the repair methods being recommended by the City's architecture and engineering consultants, there will be a substantial number of questions that will need to be addressed and an exchange of information between the City and FEMA will take place during the coming months. KCG has significant contacts with FEMA and OES top officials. This advantage, along with the consultant's expert knowledge of the appeal process, will be useful in making sure the appeal continues to move through the proper channels toward an ultimate result in the City's favor. The original contract between the City and KCG, for the purpose of creating the City's appeal, was $40,000. Based on the degree to which staff has determined that KCG's expertise will be needed during the appeal process, staff is recommending an additional amount of $25,000 be approved for the KCG contract, bringing the total contract to $65,000. The City's Purchasing Policy requires that contracts exceeding $40,000 be awarded by the City Council. The funding for this crucial expenditure will come from administration revenues received from FEMA and OES. To date, the City has received approximately $560,000 from FEMA/OES for administration of the historic City Hall project process. These funds are intended to be used for expenditures for consultant services associated with the FEMA/OES process, as well as for staff time spent on administering the project funds. Staff recommends the Council approve the contract with KCG, for the additional amount of $25,000, for continued services related to the City's first level appeal of FEMA's project worksheet for historic City Hall. FISCAL IMPACT: Approval of the contract change will result in the expenditure of an additional $25,000.00 in budgeted Historic City Hall Rehabilitation Funds. ALTERNATIVES: Withhold approval of the contract and risk a significant delay in the appeal process and/or an unfavorable determination by FEMA. ITEM NUMBER: A-6 DATE: 05/27/08 -j 1918 ® is79 Atascadero City Council Staff Report- Community Services Department Temporary Road Closure Hot EI Camino Cruise Nite 2008 RECOMMENDATION: Council approve the Draft Resolution authorizing the closure of EI Camino Real, from Curbaril Avenue to Traffic Way, San Luis Avenue from Curbaril to Pueblo, Pueblo from San Luis Avenue to EI Camino Real, Palma Avenue from West Mall to Traffic Way, Entrada Avenue from EI Camino Real to Lewis Avenue and Traffic Way from Lewis Avenue to EI Camino Real, on Friday, August 15, 2008 from 5:00 p.m. - 8:30 p.m. Additionally, we recommend the closure of East Mall and West Mall from EI Camino Real to Lewis Avenue and Palma Avenue between East Mall and West Mall from 1:00 P.M. — 10:00 P.M. DISCUSSION: On Friday, August 15, 2008, City staff is proposing to close the following for the annual Hot EI Camino Cruise Nite, which begins at 6:30 p.m.: To be closed from 5:00 p.m. — 8:30 p.m.: • EI Camino Real from Curbaril Ave. to Traffic Way. • San Luis Ave from Curbaril to Pueblo • Pueblo Ave from San Luis Ave to EI Camino Real • Entrada Ave. from EI Camino Real to Lewis Ave. • Palma Ave. from West Mall to Traffic Way. • Traffic Way from EI Camino Real to Lewis Ave. To be closed from 1:00 p.m. — 10.00 p.m.: • East Mall from EI Camino Real to Lewis Ave. • West Mall from EI Camino Real to Lewis Ave. • Palma Ave. between East Mall and West Mall. Additionally, to provide display parking for the "Show and Shine" portion of the event and vendor booths, East Mall and West Mall between EI Camino Real and Lewis ITEM NUMBER: A-6 DATE: 05/27/08 Avenue, and Palma Avenue between East Mall and West Mall, is to be designated as a tow-away zone from 1:00 p.m. to 10:00 p.m. on August 15, 2008. The Hot EI Camino Cruise Nite event, attracts thousands of tourists and spectators who line EI Camino Real to view the vehicles that participate in this growing event. Last year, there were over 400 vehicles registered. The route for this year's "Cruise" is proposed to begin at Curbaril Ave. and end at Traffic Way. The route requires that Cal Trans or a contractor close the northbound Highway 41 exit and provide a detour for Highway 41 east. Cal Trans has requested a Resolution from the Atascadero City Council authorizing the closure of EI Camino Real and the other streets affected along the proposed "Cruise" route. In addition to the Hot EI Camino Cruise Nite, the Atascadero Main Street will be hosting a Show and Shine daytime event around the Sunken Gardens Park from 3:00 p.m. — 6:00 p.m. during and after the "cruise" other activities will be conducted in the Sunken Gardens Park until 10:00 p.m. FISCAL IMPACT: The cost of this event is approximately $13,750. It is anticipated that these costs will be fully recovered through sponsorships and entry fees. ATTACHMENTS: 1. Draft Resolution 2. Map of the proposed Hot EI Camino Nite Cruise route 3. Map of the proposed Detour route 4. Street Closure Request Form Attachment 1 DRAFT RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA CREATING A TEMPORARY CRUISE ROUTE BE IT RESOLVFD by the City Council of the City of Atascadero that the Hot El Camino Cruise Nite route is hereby established as: El Camino Real from Curbaril Avenue to Entrada Avenue to Palma Avenue to Traffic Way and returning to El Camino Real. Additionally San Luis Avenue from Curbaril Avenue to Pueblo Avenue and Pueblo Avenue from San Luis Avenue to El Camino Real be closed for `'cruise" traflic only. BE IT FURTHER RESOLVED that in order to provide a closed route for the cruise, the area described above is designated as a tow-away zone from 5:00 p.m. until 8:30 p.m., on August 15, 2008; in addition to the closed route for the cruise, Entrada Avenue from Palma to Lewis Avenue and Traffic Way from Palma to Lewis Avenue will also be closed and is a tow away zone from5:00 p.m. until 8:30 p.m. BE IT FURTHER RESOLVED by the City Council of the City of Atascadero that the location for the Hot El Camino Cruise Nite "Show and Shine" daytime and evening events are hereby established as East Mall and West Mall between El Camino Real and Lewis Avenue; and Palma between East Mall and West Mall. BF. 1T FURTHER RESOLVED that in order to provide display parking for the "Show and Shine" event described above, East Mall and West Mall between El Camino Real and Lewis Avenue, as well as, Palma between East Mall and West Mall is also designated as a tow-away zone from 1:00 p.m. to 10:00 p.m., on August 15, 2008. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: ES: NOFS: ABSENT: ADOPTED: ATTEST: CITY OF ATASCADERO Marcia McClure Torgerson, C.M.C., Mike Brennler, Mayor City Clerk APPROVED AS TO FORM: Brian Pierik, City Attorney CITY OF ATASCADERO STREET CLOSURE REQUEST FORM FULL NAME OF ORGANIZATION: City of Atascadero, Community Services Department&Atascadero Main Street NAME OF PERSON MAKING APPLICATION: Paula Anton, Recreation Supervisor ADDRESS: 6907 El Camino Real CITY: Atascadero ZIP: 93422 PHONE: DAY 470-3472 EVENING DATE (S) OF REQUESTED ROAD CLOSURE: Friday August 15, 2008 NAME, OF STREET: 1. EI Camino Real 2. San Luis Ave 3. Pueblo 4. East Mall 5. Palma 6. West Mall 7. Entrada 8. Traffic Way FROM (ADDRESS OR STREET): 1. Curbaril TO San Luis Ave 2. San Luis Ave TO Pueblo 3.. Pueblo TO El Camino Real 4. ECR FROM Curbaril TO Traffic Way 5. East Mall FROM ECR TO Lewis Ave 6. West Mall FROM ECR TO Lewis Ave 7. Entrada FROM ECRTO Lewis Ave 8. Palma FROM East Mall TO Traffic Way 9. Traffic Way FROM EI Camino Real to Lewis Ave. TIME OF CLOSURE: FROM: 1:00 pm TO: 10:00 pm Show and Shine— East Mall and West Mall to Lewis Ave. and Palma from East Mall to West Mall FROM: 5:00 pm TO: 8:30 pm Cruise Route—map attached PURPOSE FOR CLOSURE: Hot El Camino Cruise Nite a City of Atascadero Special Event(Closed cruise on El Camino Real fi-0111 Carbaril to Entrada to Palma to Traffic Way) PROPOSED ALTERNATE ROUTE: See attached detour map PROPOSED EMERGENCY ACCESS PLAN: Emergency vehicles and Transit Busses will be allowed to pass through the cruise route; City staff& Assisting Agencies will be at all barricades and will be notified to let the transit busses and emergency vehicles pass through; AFD will have 3 on-duty fire engines located on the cruise route available, if not on a call. PROPOSED TRAFFIC CONTROLS (SIGNS, POLICE, ETC.): Barricades, traffic signs, staffand assisting agencies will be at all intersections along the cruise route; Traffic signals adjusted for traffic flow; detour route signs to follow attached map; Cal —Trans/Baiba's Safety Service notified to direct freeway traffic with Special Event signs on Hwy 101 directing NB traffic to exit at Curbaril and SB traffic to exit at San Anselmo; APD at Curbaril, Morro Rd., and Traffic Way; Amtrak, RTA and Atascadero Transit, will be notified of the Cruise. SIGNATURE OF APPLICANT: DATE: (Request must be made a minimum of 20 working days prior to event) FOR OFFICE USE ONLY Date Received: Approved by (all departments must approve): Fire Department Police Department Public Works Approved Approved Approved Denied Denied Denied Refer to Council Refer to Council Refer to Council Signature: Signature: Signature: Date: Date: Date: Reason for denial or comments: (Use additional page if necessary) City Manager's action: Signature: Date: City Council action (If applicable): Iftui.6e drite 20 .Detour Coate 'Traffic way En- �► � * �lerCedNs Olq eda o = `c P~ oP #2 f� P Z Traffic Way Closed S to thru traffic from �`b aa� �C ECR to Lewis Ave. S G t� Traffic Way Exit b NOT recommended as o LEGEND Road Closed Ahead Sign * 41 East Detour Sign �10� 4 41 East Detour Route 41 West Detour Sign 41 West Detour Route A Cruise Route Changeable Message Sign 1101 Northboun * Hwy.41 — El Camino Real /Hwy 101 Exit Closed Detour Route El Camino Real/Hwy 101 '7 dr Queb�O Detour Sign � \ #1 Hwy 41 East EXIT CLOSED (2000 Ft prior to SB San Ansclmo Exit) #2 Hwy 41 East USE SAN ANSELMO A �� 9 y (1000 Ft prior to S/B San Ansclmo Exit) #3 Hwy 41 East&West EXIT CLOSED tk Curhar;l �► (1000 Ft prior to NB Curbaril) *ti #4 41 E&W USE CURBARIL AVE (2000 Ft prior to NB Curbaril) Baiba's Safety Service to turn on CMS at 5:00 #40 pm and turn off at 10:00 pm a� r� Rotunda Traffic Way Exit 41 NOT recommended S �` No cruise access! 0 RP a� 1 1 Northbound Hwy.41 I Exit Closed R �I ® pueb�Q LEGEND ©Cruise Pass Registration �q • � Participant Entrance --- Registration Line-up Carbaril .Cruise Route Pre-Registered&New Registrars may enter here using San Luis Ave.from Curbaril 2008 Hot El Camino Cruise Nite Route "Cruisin the Night Away" Friday,August 15,2008 6:30 - 8:30 pm For more information, please call (805) 461-5000 or visit our website at www.atascadero.org ITEM NUMBER: A-7 DATE: 05/27/08 �e 1979 Atascadero City Council Staff Report- Public Works Department Atascadero Corporation Yard Relocation Change Order #5 (City Bid No. 2005-031) RECOMMENDATIONS: Council: 1. Authorize the City Manager to execute Change Order #5 with Wysong Construction in the amount of $27,844.00 for improvements to the new Public Works Corporation Yard Building; and, 2. Authorize the City Manager to execute additional future change orders up to $10,000 as necessary for completion of the Public Works Corporation Yard Building. DISCUSSION: Background: On December 13, 2005, the City Council authorized the City Manager to execute agreements with Wysong and Newton Construction to construct a new building at the Public Works Corporation Yard located at 8005 Gabarda Avenue. This new facility consists of a 20,000 square foot maintenance facility that will include office space, break-room and locker-room facilities, a vehicle maintenance shop, storage rooms and covered vehicle parking. The new Public Works Corporation Yard building is nearing completion. The foundation, site improvements, exterior metal shell, and fire sprinkler system have been completed. Work is underway on the interior framing and finish-work. The plumbing is the final component of the interior construction yet to be initiated. Analysis: On May 13, 2008, Council approved increasing the budget for the Corporation Yard Project by $95,000 in order to complete interior framing, finishing and plumbing work. Of this budget adjustment, $52,000 was for a proposed change order to the Wysong contract for additional framing and finishing work, $27,844 was for a ITEM NUMBER: A-7 DATE: 05/27/08 proposed change order to the Wysong contract for plumbing work and the remaining funds are intended to cover shelving and other finishing materials. Under California Contract Code the City Council must approve Change Orders in excess of 20% of the original Contract price. The change order in the amount of $27,844 needed to complete plumbing work would exceed the 20% requirement and thus requires Council authorization. In addition to the authorization for the $27,844 change order, staff is requesting that Council authorize any additional change orders needed to complete the project up to a total of $10,000. This would allow staff to make minor adjustments (within the budget amount) necessary to complete the project without bringing them back to Council for approval. FISCAL IMPACT: EXPENDITURES Plans, Specs and Engineering $120,190 Environmental Review 2,480 Construction- Newton Construction 144,900 Construction- Wysong (Original Contract) 861,300 Construction- Wysong (Approved Change Orders) 172,152 Construction- Wysong (Proposed Change Order for Interior 27,844 Plumbing) Other Construction Costs- Inspection, Testing, Materials, 54,580 Administration and Staff Time Contingency 11,554 Total Estimated Expenditure: $1,395,000 REVENUES Previously Allocated Project Funds $1,395,000 Total Allocation: $1,395,000 ITEM NUMBER: B-1 DATE: 5/27/07 mm�wn 1918�q Q ,". 9 1979 - CADE�j Atascadero City Council Staff Report- Administrative Services Department Apple Valley Assessment Districts RECOMMENDATIONS: Council: 1. Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 01 — Apple Valley, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009. 2. Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 01 — Apple Valley. 3. Adopt Draft Resolution C approving the final Engineers Report regarding the Landscaping and Lighting District No. 01 — Apple Valley, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009. 4. Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 01 — Apple Valley. DISCUSSION: The City Council formed and began assessing Street and Storm Drain Maintenance District No. 01 — Apple Valley in 2005. This district was formed to provide funding for future routine maintenance of the streets, storm drains and sidewalks in the Apple Valley subdivision. The City Council also formed and began assessing Landscaping and Lighting Maintenance District No. 01 — Apple Valley in 2005. This district was formed to provide for funding and maintenance of street trees, open space, park area, medians, walkways, paths and other landscape and lighting improvements within the Apple Valley subdivision. Muni-Financial, an independent financial consultant, was hired to prepare the Engineer's Reports for the two districts. The Engineer's Reports and the levies must be ITEM NUMBER: B-1 DATE: 5/27/07 approved by Council annually. This is done in a two-step process. Last month, three resolutions for each district (a total of 6 resolutions in all) were passed to begin the process of continuing the levies. At that time, the Engineer's Reports were preliminarily approved, proceedings were initiated for the levy, and the date of tonight's public hearing was established. The resolutions that are before you tonight are for the final approval of the Engineer's Reports and for the approval of the annual levies. The proposed assessments for fiscal year 2008/2009 are less than the Maximum Assessment Rate. In accordance with the formula voters of the district adopted in 2005, the City may increase the Maximum Assessment Rate for inflation by the greater of the Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased 3.0% this year, though the actual assessments for the Street and Storm Drain District are slightly less than the maximum. The Landscaping and Lighting District has a surplus fund balance, so the assessments proposed are 60% of the allowable annual assessments. Amount Per EBU Amount Per EBU District Maximum Prposed Assessment Assessment Fiscal Fiscal Year 2008-09 Year 2008-09 Atascadero Street and Storm Drain $544.97 $512.70 Maintenance District No. 01 Apple Valley Atascadero Landscaping and Lighting $1,190.93 $714.56 Maintenance District No. 01 Apple Valley FISCAL IMPACT: Annual assessments for 2008/2009 will total $35,889 for road/drainage system maintenance and $50,019 for landscaping and lighting maintenance. These amounts will be assessed to the owners of parcels in Apple Valley. The City General Fund will contribute $21,129 toward the cost of maintaining the park. ATTACHMENTS: 1. Draft Resolution A - approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 01 — Apple Valley, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2. Draft Resolution B - ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 01 — Apple Valley ITEM NUMBER: B-1 DATE: 5/27/07 3. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Street and Storm Drain Maintenance District No. 01 —Apple Valley 4. Draft Resolution C - approving the final Engineer's Report regarding the Landscaping and Lighting District No. 01 — Apple Valley, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 5. Draft Resolution D - ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 01 —Apple Valley 6. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Landscaping and Lighting District No. 01 — Apple Valley DRAFT RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 01 (APPLE VALLEY), AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California(hereafter referred to as "City Council"), pursuant to the provisions the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the"Act"), did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with the Act in connection with Street and Storm Drain Maintenance District No. 01 (Apple Valley) (hereafter referred to as the "District") and the proposed levy and collection of assessments related thereto for fiscal year 2008/2009, said fiscal year starting July 1, 2008 and ending June 30, 2009; and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for Street and Storm Drain Maintenance District No. 01 (Apple Valley), fiscal year 2008/2009" (hereafter referred to as "Engineer's Report")in accordance with the Act; and, WHEREAS, the City Council has carefully examined and reviewed the Engineer's Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Engineer's Report; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor Parcel Numbers that comprise the District and the proportional maximum assessment and the assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member and seconded by Council Member ,the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION B RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 01 (APPLE VALLEY) WHEREAS,the City Council of the City of Atascadero, California(hereafter referred to as City Council) has by previous Resolutions initiated proceedings to levy special benefit assessments against parcels of land within Street and Storm Drain Maintenance District No. 01 (Apple Valley) (hereafter referred to as the "District") for the fiscal year commencing July 1, 2008 and ending June 30, 2009; pursuant to the provisions of the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of- way improvements and storm drain facilities related thereto; and, WHEREAS,the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of- way improvements and storm drain facilities related thereto; and, WHEREAS, the City Council conducted in May 2005 a property owner protest ballot proceeding for the District assessments proposed to be levied and majority protest of the assessments described in the Engineer's Report did not exist pursuant to the provisions of the California State Constitution Article XIIID. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection therewith; the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The District includes the lands receiving such special benefit. c) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street right-of-way improvements and storm drain facilities within the District and the appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Street and Storm Drain Maintenance District No. 01 (Apple Valley), and such money shall be expended only for the maintenance, operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the establishment of the maximum assessment rate described in the Engineer's Report and the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. On motion by Council Member and seconded by Council Member ,the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION C RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE LANDSCAPING AND LIGHTING DISTRICT NO. 01 (APPLE VALLEY), AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO IN FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California(hereafter referred to as the "City Council"), pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highways Code, did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22565, in connection with the proposed levy for Landscaping and Lighting District No. 01 (Apple Valley) (hereafter referred to as the "District") and the collection of assessments related thereto for the fiscal year starting July 1, 2008 and ending June 30, 2009; and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for the Landscaping and Lighting District No. 01 (Apple Valley), fiscal year 2008/2009" (hereafter referred to as the "Engineer's Report") in accordance with the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the "Act"); and, WHEREAS, the City Council has carefully examined and reviewed the Engineer's Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Engineer's Report; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment as well as a description of the assessment range formula that establishes the maximum assessment rate in subsequent fiscal years. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses authorized by the Act to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor's Parcel Numbers that comprise the District and the proportional maximum assessment and annual assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION D RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR LANDSCAPING AND LIGHTING DISTRICT NO. 01 (APPLE VALLEY) WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as City Council) has by previous Resolutions initiated proceedings and declared its intention to levy special benefit assessments against parcels of land within the Landscaping and Lighting District No. 01 (Apple Valley) (hereafter referred to as the "District") for fiscal year 2008/2009, said fiscal year commencing July 1, 2008 and ending June 30, 2009; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (hereinafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting and appurtenant facilities related thereto; and, WHEREAS,the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting, and appurtenant facilities related thereto; and, WHEREAS, the City and its legal counsel have reviewed Proposition 218 and found that these assessments comply with applicable provisions of Section XIIID of the California State Constitution; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: i 7it h SECTION 1. Following notice duly given, the City Council as held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection with the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street lights, landscaping, parks and open space areas within the District and appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Landscaping and Lighting District No. 01 (Apple Valley), and such money shall be expended for the maintenance, operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. IIS On motion by Council Member and seconded by Council Member ,the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney CITY OF ATASCADERO ENGINEER'S ANNUAL LEVY REPORT FOR LANDSCAPING AND LIGI I TING DISTRICT NO. 01 (APPLE VALLEY) FISCAL YEAR 2008/2009 ATASCADERO LANDSCAPING AND LIGHTING DISTRICT NO. 01 (APPLE VALLEY) Intent Meeting: April 22, 2008 Public Hearing: May 27, 2008 MuniFinancial Corporate Office: Office Locations: 27368 Via Industria Lancaster, CA Orlando, FL Suite 110 Oakland, CA Seattle, WA Temecula, CA 92590 Sacramento, CA Memphis, TN Tel: (951) 587-3500 Phoenix, AZ Tel: (800) 755-MUNI (6864) Fax: (951) 587-3510 www.muni.com ENGINEER'S REPORT AFFIDAVIT Atascadero Landscaping and Lighting District No. 01 (Apple Valley) The District includes the parcels of land within the residential subdivision known as Apple Valley, Tract 2495 City of Atascadero, County of San Luis Obispo, State of California This Report and the enclosed budget, assessments and diagrams describe the Landscaping and Lighting District No. 01 (fipple Valley) and include each lot, parcel, and subdivision of land within said District, 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. Dated this day of�t 12008. Munif financial Assessment Engineer On Behalf of the City of Atascadero Adina N%azquez Project Manager Bw M0.ta742 Richard Kopecky R. C. E. # 16742 OF TABLE OF CONTENTS INTRODUCTION...................................................................................................... 1 PART I —PLANS AND SPECIFICATIONS............................................................4 A. Description of the District......................................................................................4 B. Description of Improvements and Services....................................................4 PART II —METHOD OF APPORTIONMENT.....................................................8 A. General............................................................................................................................8 B. Benefit Analvsis ...........................................................................................................8 C. Assessment NIcthodology......................................................................................10 D. Assessment Rangc Formula.................................................................................14 PART III —DISTRICT BUDGET..........................................................................16 PART IV—DISTRICT DIAGRAMS........................................................................17 PARTV—ASSESSMENT ROLL.............................................................................19 Ciry of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 INTRODUCTION Pursuant to the provisions of the Landcaping 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 substantive and procedural requirements of the California State Conslitution Arlicle XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), executed the proceedings required for the establishment of the special benefit assessment district designated as: Landscaping and Lighting District No. 01 i (A ple Valley)P hereafter referred to as the District which includes the lots and parcels of land within the ( ), residential subdivision known as Apple Valley, Tract 2495 within the City limits of Atascadero. This Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the levy and collection of annual assessments related thereto for fiscal year 20082009, as required pursuant to Chapter 1,Article 4 of the 1972 Act. The Citv Council formed the District, and provided for the levy and collection of annual assessments on the County tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the landscaping and lighting improvements associated with and resulting from the development of properties within the District. The improvements to be provided by the District and the assessments described herein are made pursuant to the 1972 Act and the substantive and procedural provisions of Article XIIID. This Report describes the District, the improvements,and the proposed assessments to be levied against properties in connection with the special benefits the properties will receive from the maintenance and servicing of the District improvements. The annual assessments will provide a funding source for the continued operation and maintenance of public landscaping and lighting improvements installed in connection with the development of properties within the District. I i The improvements and assessments described in this Report are based on the planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to maintain and service the improvements. The boundaries of the District, the proposed improvements, the method of apportionment, and assessments described herein are based on current development plans and specifications for Tract 2495; and by reference these plans and specifications are made part of this Report. The word " arcel," for the purposes of this Report, refers to an individual property assigned its p p p the San Luis Obispo County Assessor's Office. The own Assessor's Parcel Number AIN b p i� ( ) y Mund'iraancial Page 1 City of Atascadero Landscaping and Lighting District No. 01 (-fipple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 San Luis Obispo County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. As part of the District formation, the City of Atascadero conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Cons itution, Article X111D Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing,property owner protest ballots received were opened and tabulated to determine whether majority protest existed (ballots were weighted based on assessment amounts), and by resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots indicated that majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein, the City Council approved the Report (as submitted or amended), ordered the formation of the District, and approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each parcel. Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City Council describing the District any changes to the District or improvements and the proposed budget and assessments for that fiscal year and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment to an individual property resulting from changes in development or land use does not constitute an increased assessment. This Report consists of five (5) parts: Part I Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. The District has a single benefit zone encompassing the properties within the territory identified as the residential subdivision of Apple Valley,Tract 2495. Part II The Method of Apportionment: i1 discussion of benefits the improvements and services provided to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. This section also identifies and outlines an 1 that provides for an annual adjustment Assessment Range Formula at p Justment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings. Munti<'irlallaal Page 2 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 Part III The District Budget: An estimate of the annual costs to operate, maintain and service the landscaping and lighting improvements and facilities installed and constructed as part of the development of properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments are based on the overall operation costs minus any costs that are considered general benefit. The proposed assessments for the first fiscal year (2005/2006), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year as well as funds to be collected in installments to perform maintenance activities that cannot be reasonably collected in a single fiscal year's assessments. The maximum assessment (Rate per Equivalent Benefit Unit) approved in fiscal year 2005/2006 established the initial maximum assessment for the District and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes the parcels that will receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of the parcels as shown on the San Luis Obispo County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the San Luis Obispo County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Part V Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel within the District for the fiscal year 2008/2009. The proposed assessment amount for each parcel is based on the parcel's proportional special benefit as outlined in the method of apportionment and the maximum assessment rate. MunjFinancial Page 3 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART I - PLANS AND SPECIFICATIONS A. Description of the District The territory within the District consists of the lots, parcels and subdivisions of land within the proposed residential subdivision known as the Apple Valley, Tract 2495, which encompasses an area of land totaling approximately twenty-eight acres. This residential subdivision is planned to include seventy (70) single-family residential homes at build-out. The planned subdivision is situated in the northern portion of the City of Atascadero just southwest of Highway 101 and is generally located: • South of Del Rio Road; • North of Conejo Road; • West of Ramona Road; and, • East of Graves Creek The parcels within the District at the time of formation are identified by the San Luis Obispo County Assessor's Office as parcel numbers: 049-191-002; 049-191-016; 049- 191-027; 049-191-028; and 049-191-030. B. Description of Improvements and Services Improvements and Services Permitted Pursuant to the 1972 Act As generally, defined by the 1972 Act and applicable to this District, the improvements and associated assessments may include one or more of the following: 1) The installation or planting of landscaping; 2) The installation or construction of statuary, fountains, and other ornamental structures and facilities; 3) The installation or construction of public lighting facilities including, but not limited to street lights and traffic signals; 4) 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; 5) The installation of park or recreational improvements, including, but not limited to, all of the following: a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage. MuntFirtalvial Page 4 City of Atascadero Landscaping and Lighting District No. 01 (fipple galley) Engineer's Annual Levy Report Fiscal Year 2008/2009 b) Lights, playground equipment, play courts, and public restrooms. 6) The acquisition of land for park, recreational, or open-space purposes or any existing improvement otherwise authorized pursuant to this section. 7) The maintenance or servicing, of any of the foregoing including the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement including but not limited to: a) Repair,removal, or replacement of all or any part of any improvements; b) Grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; c) Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injun-; d) The removal of trimmings, rubbish, debris, and other solid waste; e) The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti; f) 1�;lectric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; g) \Vater for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. 8) Incidental expenses associated with the improvements including,but not limited to: a) The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; b) The costs of printing, advertising, and the publishing, posting and mailing of notices; c) Compensation payable to the County for collection of assessments; d) Compensation of any engineer or attorney employed to render services; e) Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; Costs associated with any elections held for the approval of a new or increased assessment. General Description of the Improvements The purpose of this District is to ensure the ongoing maintenance, operation and servicing of local landscaping and street lighting improvements established or installed in connection with development of properties within the District. The improvements may consist of all or a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District (Tract 2490. These improvements generally include, but are not MuniFinancial Page 5 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 limited to the materials, equipment, utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and other designated easements or right-of-ways constructed and installed as part of the development plans and agreements approved for the development of each lot and parcel within the District. The improvements to be maintained and funded entirely or partially through the District assessments are generally described as: • Streetscape landscaping including street trees located on the perimeter of the development and interior streets of Tract 2495 that are within the public right-of- ways or easements and dedicated to the City for maintenance; • Open space areas and fuel modification areas within or adjacent to the District boundaries; • Park areas,recreational equipment, trails and landscaped drainage facilities developed and constructed as part of developing properties within Tract 2495; • Public lighting facilities including street lighting, safety lighting and ornamental lighting installed as part of the residential development or landscaped improvement areas; • Appurtenant facilities, equipment, materials and utilities related to the aforementioned improvements; • Specifically not included as District improvements are those improvements located on private property, improvements and facilities that may be provided or maintained by an agency other than the City;improvements and facilities that may be provide by another assessment or tax levied by the City or any improvement provided and maintained by a Homeowner's Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. Those portions of the District improvements that may be identified as general benefit or will be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received. Landscape Improvements The landscape improvements for the District may include, but are not limited to turf, ground cover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the landscape easements or public right-of-ways. Specifically the landscape improvement areas for this District are identified as: • Approximately 30,580 square feet of streetscape (parkway) landscaping within the public right-of-ways located on the perimeter of the development (south side of Del MunrFimwaal Page 6 City of Atascadero Landscaping and Lighting District No. 01 (fipple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 Rio Road); and along various locations of the interior streets including Via Colonia Court, San Ramon Road, Via Huerto Court, Avenida Manzana, and San Ramon Road. • Approximately 108 street trees located along Del Rio Road, Via Colonia Court, San Ramon Road, Via Huerto Court, Avenida Manzana, San Ramon Road and Conejo Road; • Approximately 12,541 square feet of landscaping and trees within the median islands on San Ramon Road located at the two entryways to the development (Del Rio Road and Conejo Road); • Approximately 106,460 square feet of non-irrigated open space area within the District; • Approximately 109,837 square feet of irrigated park and open space areas within the boundaries of the District including 56,647 square feet of turf, 40,335 square feet of irrigated open space; and 12,855 square feet of landscaped slopes within two drainage basins (6,690 and 6,165 square feet respectively); along with various trees and picnic areas; • Approximately 10,320 square feet of paths and trails, 25,394 square feet sidewalks and 5,145 linear feet of fencing within and adjacent to the various landscape improvement areas; Public Lighting Improvements The lighting improvements may include but are not limited to the cost of providing electrical energy and servicing of lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant facilities associated with: • Public streetlights located on the streets within and adjacent to the development. There are two (2) streetlights currently planned for Tract 2495. • Lighting facilities located within the landscaped areas including safety lights, security lights or ornamental lights installed as part of the District improvements. Munkinam ial Page 7 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Discal Year 2008/2009 PART II - METHOD OF APPORTIONMENT A. General 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 of these improvements be levied according to benefit rather than assessed value: "The net amount to be assessed upon landr within an assessment district may be apportioned by any formula or method which fairjdis1ribules the net amount among all assessable lots or parcelr in proportion to the estimated benefits to be received by each such lot or parcel from the irnprorements." The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act and the provisions of Article XIIID. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel. 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 1972 Act and Article XIIID. The improvements provided by this District and for which properties will be assessed 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 development plans and applicable portions of the City General Plan. 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 a distinct and special benefit to the properties within the District. Any improvement or portion thereof that is considered to be of general benefit shall be funded by other revenue sources and not included as part of the special benefit assessments allocated to properties within the District. Special Benefit The method of apportionment (method of assessment) established herein is based on the premise that each assessed parcel within the District receives special benefits from the improvements and the desirability and security of those properties is enhanced by the Mua17'lllancial Page 8 City of Atascadero Landscaping and Lighting District No. 01 (ripple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 presence of public lighting and well-maintained landscaping in close proximity to those properties. The special benefits associated with landscape improvements are specifically: • Enhanced desirability of properties through association with the improvements. • Improved aesthetic appeal of properties providing a positive representation of the area and properties. • Enhanced adaptation of the urban environment within the natural environment from adequate green space and landscaping. • Environmental enhancement through improved erosion resistance, dust and debris control, and fire prevention. • Increased sense of pride in ownership of property within the District resulting from well-maintained improvements associated with the properties. • Enhanced quality of life through well-maintained green space and landscaped areas. • Reduced criminal activity and property-related crimes (especially vandalism) against properties in the District through well-maintained surroundings and amenities including abatement of graffiti. • Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise. The special benefits of street lighting and other public lighting facilities are the convenience, safety,and security of property,improvements,and goods. Specifically: • Enhanced deterrence of crime and the aid to police protection. • Increased nighttime safety on roads, streets and public areas. • Improved ability of pedestrians and motorists to see. • Improved ingress and egress to property. • Reduced vandalism and other criminal act and damage to improvements or property. • Improved traffic circulation and reduced nighttime accidents and personal property loss. The preceding special benefits contribute to the esthetic value and desirability of each of the assessed parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it has been determined that the lack of funding to properly service and maintain the District improvements would have a negative impact on the properties within the District. General Benefit In reviewing each of the District improvements, the proximity of those improvements to both properties within the District and those outside the District as well as the reasons for Munkinaiwal Page 9 City of Atascadero Landscaping and Lighting District No. 01 (fipple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 installing and constructing such improvements,it is evident that the improvements are solely the result of developing properties within the District and the ongoing maintenance and operation of these improvements will directly effect the properties within the District. Although the improvements include public areas, easements, right-of-ways and other amenities available or visible to the public at large, the construction and installation of these improvements were only necessary for the development of properties within the District and were not required nor necessarily desired by any properties or developments outside the District boundary and any public access or use of the improvements by others is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance, servicing and operation of those improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District. Ce Assessment Methodology The method of apportionment for the District calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of the parcels within the District. The special benefit received by each lot or parcel is equated to the overall land use of parcels within the District based on the parcel's actual land use or proposed development. The costs associated with the improvements shall be fairly distributed among the parcels based upon the special benefit received by each parcel. Additionally,in compliance with the Article XIIID Section 4, each parcel's assessment may 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 District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements. To identify and determine the special benefit to be received by each parcel and their proportionate share of the improvement costs it is necessary to consider the entire scope of the planned improvements as well as individual property development within the District. Upon review of the proposed improvemcnts it has been determined that each of the residential parcels within the District receives special benefits from the improvements to be funded by annual assessments and based on the planned property development a single zone of benefit is appropriate for the allocation of the assessments and proportional benefit. Equivalent Benefit Units: To assess benefits equitably it is necessary to relate each property's proportional special benefits to the special benefits of the other properties within the District. The method of apportionment established for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit methodology that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a weighted EBU based on an assessment formula that equates the property's specific development status, Muni inanaal Page 10 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 type of development (land use), and size of the property, as compared to a single-family home site. Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and applied to districts that have a wide range of land use classifications (residential and non-residential use), this District is comprised of only residential properties and the following apportionment analysis of special benefit addresses only residential land uses. Not all land use types described in the following are necessarily applicable to the development of properties within this District, but are presented for comparison purposes to support the proportional special benefit applied to those land use types within the District. Single-family Residential — This land use is defined as a fully subdivided residential home site with or without a structure. "Phis land use is assessed 1.00 EBU per lot or parcel. This is the base value that the other properties are compared and weighted against regarding special benefit. Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. (This land use typically includes apartments, duplexes, triplex etc., but does not generally include condominiums, town-homes or mobile home parks). Based on average population densities and size of the structure as compared to a typical single-family residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-family residential units and a similar reduction in proportional benefit is appropriate. Furthermore,it is also reasonable to conclude that as the density (number of units) increases, the proportional benefit per unit tends to decline because the unit size and people per unit usually decreases. Based on these considerations and the improvements provided by this District, an appropriate allocation of special benefit for multi-family residential properties as compared to a single-family residential is best represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units; 0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for remaining units. Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both single-family residential and multi-family residential properties and for MumFinancial Page 11 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 this reason are identified as a separate land use classification. Like most single-family residential properties, these properties are not usually considered rental property and generally, the County assigns each unit a separate APN or assessment number. However, condominiums and town-homes often have similarities to multi-family residential properties in that they are generally zoned medium to high density and in some cases may involve multiple units on a single APN. In consideration of these factors it has been determined that an appropriate allocation of special benefit for condominiums, town- homes and similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels with more than five units). Planned-Residential Development — "This land use is defined as any property for which a tentative or final tract map has been filed and approved (a specific number of residential lots and units has been identified) and the property is expected to be subdivided within the fiscal year or is part of the overall improvement and development plan for the District. This land use classification often times involves more than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the proposed or estimated residential type and units to be developed on that parcel as part of the approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that reflects the development of that property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family, condominium, multi-family units to be developed). Vacant Residential — This land use is defined as property currently zoned for residential development, but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of professional appraisers who appraise market property values for real estate in California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of a developed residential property (the average is about 25 percent). Although the assessed value of an individual property is not a direct reflection of the property's special benefit, this general correlation between land value and structure value does provide a reasonable basis for apportioning special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-family residential units typically developed per acre of land (an average of 4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x 25%) is derived and presents an appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full and timely utilization of vacant property- is reduced as the size of the property increases, it has been determined that the maximum E13U assigned to a vacant residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00 EBU). Parcels less than one acre shall be assigned a minimum of 1.00 EBU (similar to a vacant lot within a residential tract). Mand�iiranciol Page 12 Cite of.Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 Exempt Parcels This land use 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 (typically not assigned an APN by the County); • Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District; • Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use; These r<-pes of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to confirm the parcels' current development status. Government owned properties or public properties arc not necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an exempt status. Special Cases In mane districts where multiple land use classifications are involved, there are usually one or more properties for which the standard land use classifications do not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residential property, however only a small percentage of the parcel's total acreage can actually be developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized rather than the gross acreage of the parcel. The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations previously outlined. Munthin racial Page 13 Cita of.Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 Land Uses and E uivalent Benefit Units Equivalent Property Type Benefit Units Multiplier Single-family Residential 1.00 per Unit/Lot/Parcel 0.75 per Unit for the First 50 Units Multi-family Residential 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Condominium/Town-home Units 0.75 per Unit 1.00 per Planned SF-Residential Lot 0.75 per Planned Condominium Planned-Residential Development 0.75 per Unit for the First 50 Units 0.50 per Unit for Units 51-100 _ 0.25 per Unit for all remaining units Vacant Residential Land 1.00 per:Acre Fxem t Parcels 0.00 per Parcel The following formula is used to calculate each parcel's EBU (proportional benefit). Parcel Type EBU x Acres or Units = Parcel EBU The total number of Equivalent Benefit Units (EBU's) is the sum of the individual I?BU's applied to parcels that receive special benefit from the improvements. An assessment amount per FBU (Assessment Rate) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each parcel's individual I;Bt' to determine the parcel's proportionate benefit and assessment obligation for the improvements. Total Balance to Levy / Total EBU = Levy per EBU Levy per EBU x Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. "These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing Munkznan-ial Page 14 City of_ltascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 and mailing procedures, which could add to the District costs and assessments. As part of the District formation, the notice and assessment ballots presented to the property owners for approval included a maximum assessment amount for fiscal year 2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and a summary of the Assessment Range Formula described herein. The Assessment Range Formula for this District shall be applied to future assessments and is generally defined: • If the proposed annual assessment (levy per EBT✓) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment. • The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for fiscal year 2005/2006 adjusted annually by the greater of, three percent (3"'0) or the annual percentage change in the Consumer Price Index (CPI) of"All Urban Consumers" for the San l,rancisco-Oakland-San Jose Area. The Maximum Assessment rate was increased by 3.0"/() for fiscal year 2008/2009. Beginning in the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter,the Maximum Assessment Rate will be recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment Range Formula described above.The Maximum Assessment Rate shall be calculated independent of the District's annual budget and proposed assessment. the annual percentage change in CPI shall be based on available data provided by the U.S. Department of labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. Any proposed annual assessment (rate per. EBU) less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessmcnt, even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise, modifications to the method of apportionment that increase the proportional special benefit assigned to a particular land use classification would be considered an increased assessment. Conversely, reductions in the proportional special benefit assigned to a land use classifications arc permitted. Changes in land use or size of an individual property resulting in an assessment increase,is not considered an increased assessment. To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of Article XIIID Section -le, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners through the balloting process must approve a proposed new or increased assessment before such an assessment may be imposed. Munil,marrcial Page 15 Citv of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Discal Year 2008/2009 PART III - DISTRICT BUDGET Total Costs Not 2008/09 2007/08 BUDGET FIEM Budget Assessed Assessment Assessment NNt'AT,MAINTENANCE(DIRECT COSTS) Parkway Maintenance $ 14,150 $ 14,150 $ 14,150 Slope Maintenance 4,648 2,324 2,324 2,324 Median Maintenance 5.060 5.060 5.060 Park R Open Space Maintenance 42,467 20,438 22,029 22,029 Tree Maintenance 1,422 133 1,289 1,289 Landscape Utilities(Water/Electricity) 20,145 7,339 12,806 12,806 Streetlight Maintenance and Enerav 388 388 388 Miscellaneous Materials&Equipment 1,695 572 1,123 1,123 'Total Landscaping&Lighting Maintenance S 89,975 S 30,806 S 59,169 S 59,169 RE,PLACEMENT/REHABILITATION(CIP) Park\cay Rehabilitation/Replacement $ 762 $ - $ 762 $ 762 Slope Rehabilitation/Replacement 220 110 110 110 Median Rehabilitation/Replacement 238 - 238 238 Tail&Pathway Rehabilitation/Replacement - - - - Park&Open Space Rehabilitation/Replacement 3,364 1,625 1,739 1,739 Special Improvement Rehabilitation/Replacement - - - - Free Rehabilitation/Replacement 2,218 185 2,033 2,033 Streetlight Rehabilitation/Replacement 38 - 38 38 notal Capital Improvement/Rehabilitation Budget S 6,840 $ 1,920 S 4,920 S 4,920 ADMINISTRATION City Administration Overhead $ 7,198 $ 2,464 $ 4,734 $ 4,734 Professional Fees for Admin 3570 3,570 3,570 County Administration Fee 41 41 41 Miscellaneous Administration Expenses 108 25 83 83 Total Administration S 10,917 IS 2,489 S 8,428 IS 8,428 total Costs&Expenses S 107,732 S 35,215 S 72,517 S 72,517 LENT AMR STNIENTS Reserve Fund Collection/(Translcr) $ (36,584) $ (14,086) $ (22,498) $ (34,445) Revenues from Other Sources(Contribution) (21,129 21,129 rotal bevy Adjustments S (57,713) S (35,215) S (22,498) S (34,445) BALANCE TO LEVY S 50,019 S S 50,019 S 38,072 APPLIED TO ROLL $50,019.05 $38,071.60 Total Parcels 71 71 Parcels Levied 70 70 Total EBU 70.00 70.00 Levy per EBI' $ 714.56 S 543.88 Maximum Levy per EBF S 1,190.93 S 1,156.24 FrAD BALANCE INFORMATION Beginning Reserve Balance $ 180,491 Reserve Fund Collection/(transfer) (36.584) Estimated Ending Reserve Balance S 143,907 Estimated Beginning CIP Balance $ 20,518 CIP Fund Collection 6,840 Estimated Ending CIP Balance S 27,358 Estimated Ending Fund Balance(Reserves&CIP) I IS 171,265 The proposed Maximum ;Assessment per F1W shown above is based on the cost of providing the District improvements and docs not include ani other assessments or charges imposed on the properties. The maximum assessment increased by 3.0% from the 3007/2008 fiscal year. Uthough the improvements and associated costs have been identified as 100% special benefit, per the development agreements for Tract 2495, the City will pay for up to 50%of the park&open space maintenance costs associated with the arca>outh of Ramon Road.This is reflected in the budget as a contribution from other sources. Duc to dclays in the construction and acceptance of improvements,the District had excess reserves. At a meeting with property owners it was decided that a credit would be applied to the Discal Year 2007/08 and 2008/09 levy using excess funds. A111DIl'illancial Page 16 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) l?ngineer's Annual Levy Report Fiscal Year 2008/2009 PART IV - DISTRICT DIAGRAMS The parcels within the Landscaping and Lighting District No. 01 (Apple Valley) consist of the lots, parcels and subdivisions of land located in the planned residential development known as Apple Valley, Tract 219 . The District covers approximately twenty-eight acres (28.35 acres) in the northern portion of the City of Atascadcro. The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis Obispo County Assessor's information and identifies the original parcels of land within the proposed District. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The maximum assessment rate, assessment range h District as r � d assessment amount for each of the existing e formula and the p op�,ses g parcels within t described herein, was presented to the property owners of record and approved in accordance with the provisions of the California Constitution. Munit illamial Page 17 x a. ./ ti4• �r'r lilt ' r 40 j l Li f 4i� End n i F - C" Z IT I ' Q � I Cite of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART V - ASSESSMENT ROLL Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the San Luis Obispo Count- Assessor's Office at the time the Engineer's Report was prepared. A listing of the lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas,right- of-ways, common areas;landlocked parcels, small parcels vacated by the County,bifurcated lots,and any other property that can not be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If ana parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore,if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following is a list of the parcels and assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein: MumT'inc racial Page 19 City of Atascadero Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 049-192-001 SALAS JUSTIN J&ALISHA D 6000 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-002 HOLLOWAY JOHN W II&GAIL E 6010 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-003 TAYLOR JOHN Z&SHARON K 6020 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-004 SIKAND MALVINDER S&VANDNA 6030 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-005 WEINBERGER DAVID A 6040 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-006 DEROSE SAM&TONYA 6050 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-007 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-008 JONES THOMAS P&KIMBERLY 6055 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-009 SIMPSON RON A&CAROL L 6045 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-010 CROPPER RALPH S 6035 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-011 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-012 GRANT THOMAS M&SHERRY L 6015 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-013 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-014 RECHTFERTIG BRENT R 5045 VIA COLON IA CT 1.0 714.56 714.56 1,190.93 049-192-015 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-016 HAMILTON MICHAEL N&KARI A 6125 VIA COLONIA CT 1.0 714.56 714.56 1,190.93 049-192-017 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-018 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-019 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-020 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-021 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-192-022 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-001 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-002 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-003 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-004 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-005 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-006 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-007 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-008 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-009 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-010 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-011 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-012 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-013 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-014 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-015 COLONY INVESTMENTS A CA LLC DEL R10 1.0 714.56 714.56 1,190.93 049-193-016 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-017 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-018 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-019 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-020 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-021 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-022 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-023 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-024 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-025 COLONY INVESTMENTS A CA LLC DEL R10 1.0 714.56 714.56 1,190.93 049-193-026 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-027 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 Munkznan(ial Page 20 Citi-of Atascadero Landscaping and Lighting District No. 01 (apple Valley) Engineer's annual Levy Report Fiscal Year 2008/2009 ADDRESSAPPLIED APN NAME 049-193-028 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-029 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-030 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-031 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-032 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-033 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-034 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-035 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-036 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-037 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-038 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-039 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-040 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-041 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-042 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-043 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-044 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-045 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-046 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-047 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 049-193-048 COLONY INVESTMENTS A CA LLC DEL RIO 1.0 714.56 714.56 1,190.93 Summary Fields Totals APN Count: 70 EBU Total: 70.0 Charge Total' $50,019.20 Slight variance due to rounding Muml'inaaual Page 21 ITEM NUMBER: B-2 DATE: 5/27/08 1918 1979 Atascadero City Council Staff Report- Administrative Services Department De Anza Estates Assessment Districts RECOMMENDATIONS: Council: 1. Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 03 — De Anza Estates, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009. 2. Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 03 — De Anza Estates. 3. Adopt Draft Resolution C approving the final Engineer's Report regarding the Landscaping and Lighting District No. 03 — De Anza Estates, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009. 4. Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 03 — De Anza Estates. DISCUSSION: The City Council formed and began assessing Street and Storm Drain Maintenance District No. 03 — De Anza Estates in 2005. This district was formed to provide funding for future routine maintenance of the streets, storm drains and sidewalks in the De Anza Estates subdivision. The City Council also formed and began assessing Landscaping and Lighting Maintenance District No. 03 — De Anza Estates in 2005. This district was formed to provide for funding and maintenance of street trees, open space, park area, medians, walkways, paths and other landscaping and lighting improvements within the De Anza Estates subdivision. ITEM NUMBER: B-2 DATE: 5/27/08 Muni-Financial, an independent financial consultant, was hired to prepare the Engineer's Reports for the two districts. The Engineer's Reports and the levies must be approved by Council annually. This is done in a two-step process. Last month, three resolutions for each district (a total of 6 resolutions in all) were passed to begin the process of continuing the levies. At that time, the Engineer's Reports were preliminarily approved, proceedings were initiated for the levy, and the date of tonight's public hearing was established. The resolutions that are before you tonight are for the final approval of the Engineer's Reports and for the approval of the annual levies. In accordance with the formula voters of the district adopted in 2005, the City may increase the Maximum Assessment Rate for inflation by the greater of the Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased by 3.0% this year, though the actual assessments for the Street and Storm Drain District remain slightly less than the maximum. Levies for the Landscape and Lighting District have been collected since fiscal year 2005. However, the City did not accept the improvements until fiscal year 2007, therefore, a surplus fund balance exists in the district. City staff held a neighborhood meeting to receive input from the property owners as to the preference on how to treat the surplus. Options included a continued reduced assessment in future years or a one-time refund. Most of the owners that attended the meeting preferred reduced assessments in future years. However, the majority property owner preferred to pay full levies going forward with a one-time refund be issued for the excess. The costs to the District to process the refund were estimated to be $3,000. At the April 22, 2008 meeting, Council voted to go forward with the reduced assessments. FISCAL IMPACT: Annual assessments for 2008/2009 will total $35,454 for road/drainage system maintenance and $30,457 for landscaping and lighting maintenance. These amounts will be assessed to the owners of parcels in De Anza Estates. There is no fiscal impact to general residents within the City. ATTACHMENTS: 1. Draft Resolution A - approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 03 — De Anza Estates, and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2. Draft Resolution B - ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 03 — De Anza Estates 3. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Street and Storm Drain Maintenance District No. 03 — De Anza Estates ITEM NUMBER: B-2 DATE: 5/27/08 4. Draft Resolution C - approving the final Engineer's Report regarding the Landscaping and Lighting District No. 03 — De Anza Estates, and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 5. Draft Resolution D - ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 03 — De Anza Estates 6. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Landscaping and Lighting District No. 03 — De Anza Estates DRAFT RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03 (DE ANZA ESTATES), AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as "City Council"). pursuant to the provisions the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the "Act"), did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with the Act in connection with Street and Storm Drain Maintenance District No. 03 (De Anza Estates) (hereafter referred to as the "District") and the proposed levy and collection of assessments related � thereto for fiscal year 2008/2009, said fiscal year starting July 1, 2008 and ending June 30, 2009; and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for Street and Storm Drain Maintenance District No. 03 (De Anza Estates), fiscal year 2008/2009" (hereafter referred to as "Engineer's Report") in accordance with the Act; and, WHEREAS, the City Council has carefully examined and reviewed the Engineers Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Engineer's Report; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor Parcel Numbers that comprise the District and the proportional maximum assessment and the assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member and seconded by Council Member _ the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Tor gJerson C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION B RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03 (DE ANZA ESTATES) WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as City Council) has by previous Resolutions initiated proceedings to levy special benefit assessments against parcels of land within Street and Storm Drain Maintenance District No. 03 (De Anza Estates) (hereafter referred to as the "District") for the fiscal year commencing July 1, 2008 and ending June 30, 2009; pursuant to the provisions of the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of-way improvements and storm drain facilities related thereto; and, WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of-way improvements and storm drain facilities related thereto; and, WHEREAS, the City Council conducted in May 2005 a property owner protest ballot proceeding for the District assessments proposed to be levied and majority protest of the assessments described in the Engineer's Report did not exist pursuant to the provisions of the California State Constitution Article XIIID. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection therewith; the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The District includes the lands receiving such special benefit. c) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street right-of-way improvements and storm drain facilities within the District and the appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Street and Storm Drain Maintenance District No. 03 De Anza Estates), and such money shall be expended only for the maintenance operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the establishment of the maximum assessment rate described in the Engineer's Report and the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION C RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE LANDSCAPING AND LIGHTING DISTRICT NO. 03 (DE ANZA ESTATES), AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO IN FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as the "City Council"), pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highways Code, did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22565, in connection with the proposed levy for Landscaping and Lighting District No. 03 (De Anza Estates) (hereafter referred to as the "District") and the collection of assessments related thereto for the fiscal year starting July 1, 2008 and ending June 30. 2009; and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for the Landscaping and Lighting District No. 03 (De Anza Estates), fiscal year 2008/2009" (hereafter referred to as the "Engineer's Report") in accordance with the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the"Act"); and, WHEREAS, the City Council has carefully examined and reviewed the Engineer's Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation. maintenance and services to be performed, as set forth in said Engineer's Report. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment as well as a description of the assessment range formula that establishes the maximum assessment rate in subsequent fiscal years. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses authorized by the Act to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor Parcel Numbers that comprise the District and the proportional maximum assessment and annual assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION D RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR LANDSCAPING AND LIGHTING DISTRICT NO. 03 (DE ANZA ESTATES) WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as City Council) has by previous Resolutions initiated proceedings and declared its intention to levy special benefit assessments against parcels of land within the Landscaping and Lighting District No. 03 (De Anza Estates) (hereafter referred to as the "District") for fiscal year 2008/2009, said fiscal year commencing July 1. 2008 and ending June 30, 2009; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (hereinafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting and appurtenant facilities related thereto; and, WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting, and appurtenant facilities related thereto; and, WHEREAS, the City and its legal counsel have reviewed Proposition 218 and found that these assessments comply with applicable provisions of Section XII1D of the California State Constitution; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection with the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street lights, landscaping, parks and open space areas within the District and appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County,the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Landscaping and Lighting District No. 03 (De Anza Estates), and such money shall be expended for the maintenance, operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. On motion by Council Member and seconded by Council Member , the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney CITY OF ATASCADERO ENGINEER'S ANNUAL LEVY REPORT FOR STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03 (DE ANZA ESTATES) FISCAL YEAR 2008/2009 as AA ATASCADERO STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03 (DE ANZA ESTATES) Intent Meeting: April 22, 2008 Public Hearing: May 27, 2008 MuniFinancial Corporate Office Office Locations 27368 Via Industria Sacramento,CA Orlando,FL Suite 1l0 Lancaster,CA Seattle,WA Temecula,CA 92590 Oakland,CA Memphis,TN Tel: (951)587-3500 Phoenix,AZ Tel: (800)755-MUNI(6864) Fax: (951)587-3510 www.muni.com ENGINEER'S REPORT AFFIDAVIT Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) The District includes the parcels of land within the residential subdivision known as De Anza Estates, Tract 2498 City of Atascadero, County of San Luis Obispo, State of California This Report and the enclosed budget, assessments, descriptions and diagrams describe Street and Storm Drain Maintenance District No. 03 (De Anza Estates) and include each lot, parcel, and subdivision of land within said District, 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. Dated this day of C` 2008. MuniFinancial Assessment Engineer On Behalf of the City of Atascadero Adina Vazquez Project Manager y v�` KOp� c� � By: N0.18142 Richard Kopeck` R. C. E. # 16742 q�OF TABLE OF CONTENTS INTRODUCTION...................................................................................................... 1 PART I—PLANS AND SPECIFICATIONS............................................................4 A. Benefiting Properties within the District..........................................................4 B. Funding authorized by the 1982 Act..................................................................4 C. Description of Improvements and Services....................................................5 StreetMaintenance..........................................................................................................C Storm Drain and Flood Control Maintenance............................................................7 PART II —METHOD OF APPORTIONMENT.....................................................9 A. General ..........................................................................................................9 B. Benefit Analysis...........................................................................................................9 C. Assessment Methodology......................................................................................10 Zonesof Benefit:...........................................................................................................11 EquivalentBenefit Units:.............................................................................................12 D. Assessment Range Formula.................................................................................15 PART III —DISTRICT BUDGET...........................................................................18 PARTIV—DISTRICT DIAGRAMS........................................................................19 PART V—ASSESSMENT ROLL.............................................................................21 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 INTRODUCTION Pursuant to the provisions of the Benefit Assessment Act of 1982, being Chapter 6.4 0_f the California Government Code, commencing avid) Section 34703 (hereafter referred to as the "1982 Act"), and in compliance with the substantive and procedural requirements of the California State Constitution Article XIIID (hereafter referred to as the "California Constitution"), the City Council of the City of Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), proposed to form and levy special benefit assessments for the district designated as: Street and Storm Drain Maintenance District No. 03 (De Anza Estates) (hereafter referred to as the "District"), which includes the lots and parcels of land within the residential subdivision known as De Anza Estates, Tract 2498 within the City limits of Atascadero. This Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the levy and collection of annual assessments related thereto for fiscal year 2008/2009. The City Council formed the District, and provided for the levy and collection of annual assessments on the County tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the street and storm drain improvements and facilities associated with and resulting from the development of properties within the District. The improvements to be provided by the District and the assessments described herein are made pursuant to the 1982 Act and the substantive and procedural provisions of the California Constitution. This Report describes the District, the improvements, and the assessments to be levied against properties in connection with the special benefits that the properties will receive from the maintenance and servicing of the District improvements and facilities commencing in fiscal year 2005/2006. The annual assessments described herein will provide a funding source for the continued operation and maintenance of streets, storm drain system and appurtenant facilities installed in connection with the development of properties within the District. The improvements and assessments described in this Report are based on the planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to maintain and service the streets and storm drain system that provides special benefits to properties within the District The structure of the District (organization), the proposed improvements, the method of apportionment, and assessments described herein are based on current development plans and specifications for Tract 2498; and by reference these plans and specifications are made part of this Report. MurnFinanczal Pqe 1 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 The word "parcel," for the purposes of this Report, refers to an individual property assigned its own Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The San Luis Obispo County Auditor-Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. As part of this District formation, the City of Atascadero conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Constitution,Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to consider public testimonies, comments and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing, property owner protest ballots received were opened and tabulated to determine whether majority protest existed (ballots were weighted based on assessment amounts), and by resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots indicated that majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein; therefore, the City Council approved the Report (as submitted or amended), ordered the formation of the District, and approved the levy and collection of assessments. In such case, the assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County Auditor- Controller for inclusion on the property tax roll for each parcel. Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any changes to the improvements, the proposed services, the annual budget and assessments for that fiscal year, and the City Council may hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment to an individual property resulting from changes in development or land use does not constitute an increased assessment. This Report consists of five (5) parts: Part I Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. While this District includes only the residential properties within the De Anza Estates subdivision,Tract 2498, the overall development includes both single-family residential properties and a senior housing development that do not benefit equally from the improvements. Therefore, the District was formed with two benefit zones. Part II The Method of Apportionment: A discussion of benefits the improvements and services provide to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost Muninancial Page 2 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 adjustments due to inflation without the added expense of additional property owner protest ballot proceedings. Part III The District Budget: An estimate of the annual costs to operate, maintain and service the street and storm drain improvements and facilities installed and constructed as part of the development of properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments arc based on the overall operation costs minus any costs that are considered general benefit or not assessed as special benefit. The proposed assessments for the first fiscal year (2005/2006), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year as well as funds to be collected in installments to perform maintenance activities that cannot be reasonably collected in a single fiscal year's assessments. The maximum assessments (Rates per Equivalent Benefit Unit) approved in fiscal year 2005/2006 established the initial maximum assessment for the District and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes the parcels that receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of the parcels as shown on the San Luis Obispo County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include the subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the San Luis Obispo County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Part V Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel within the District for the fiscal year 2008/2009. The proposed assessment amount for each parcel is based on the parcel's proportional special benefit as outlined in the method of apportionment and the maximum assessment rates. Mun-tFina&ial Page 3 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART I - PLANS AND SPECIFICATIONS i A. Benefiting Properties within the District g The territory within the District consists of the lots, parcels and subdivisions of land within the proposed residential subdivision known as the De Anza Estates, Tract 2498, which encompasses an area of land totaling approximately seventy-six acres (75.76 acres). This subdivision is planned to include twenty-six (26) Single-Family Residential Units and sixty (60) Modified Housing/Senior Housing Units at build-out. The planned subdivision is situated in the northern portion of the City of Atascadero northeast of Highway 101 and is generally located: • At the North end of El Camino Real; • North and East of U.S. HWY 101; and, • South and West of the Salinas River. The parcels within the District at the time of formation were identified on the San Luis Obispo County Assessor's Secured Roll and the Assessor's Parcel Map as: Book 049,Page 043,Parcels 003 & 004;and, Book 049,Page 044,Parcels 002 through 033. B. Funding authorized by the 1982 Act As generally defined by the Benefit Assessment Act of 1982 and applicable to this District, the City may impose a benefit assessment to finance the maintenance and operation costs of the following services: 1) Drainage and Flood Control 2) Streets and Roads; In addition to imposing a benefit assessment for the annual maintenance and operation of the District improvements, the City may also authorize an assessment or utilize existing assessment revenues to finance the installation,construction or replacement of drainage and flood control facilities as well as the street and road improvements (with some limitations). While such activities are permitted under the 1982 Act, the budget and assessments for this District only provide for normal maintenance and operation of the improvements. Since most major rehabilitation/construction projects result from unforeseen damages, the extent and cost of such projects are not easily predicted and to accumulate funds as part of the normal annual assessments would not be reasonable. If such funding becomes necessary, the City may present a new or increased assessment to the property owners to support the projects. MutuFinancial Page 4 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 C. Description of Improvements and Services The purpose of this District is to fund the activities necessary to maintain and service the local streets and the drainage and flood control systems constructed and installed in connection with development of properties within De Anza Estates,Tract 2498 pursuant to approved development plans and agreements. The improvements may consist of all or a portion of the public streets, drainage and flood control facilities associated with Tract 2498 and the maintenance of these improvements may include but are not limited to the materials, equipment, labor, and incidental expenses deemed necessary to keep these improvements in satisfactory condition. The maintenance of the improvements and related activities shall be funded entirely or partially through the District assessments. The District improvements and services are generally described as: • Street maintenance that may include but is not limited to the repair and servicing of street surfaces, curbs, gutters, bridges, driveway approaches, walkways, barricades, delineation, signage or other facilities within the public street right-of-ways installed in connection with the development of properties in Tract 2498 and that have been dedicated to the City; • Storm drain and flood control maintenance that may include but is not limited to inspection, repair and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps, filters and storm drain pipes installed in connection with the development of properties of Tract 2498 as well as any off-site improvements and facilities directly associated with the aforementioned infrastructure that is deemed necessary to service or protect the properties including waste water treatment; • Appurtenant, equipment, materials and service contracts related to the aforementioned improvements and facilities; • Specifically not included as District improvements are those improvements located on private property;improvements and facilities that may be provided or maintained by an agency other than the City; improvements and facilities (or portion thereon that may be funded by another assessment or tax levied by the City; or any improvement provided and maintained by a Homeowner's Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. Those portions of the District improvements that may be identified as general benefit or will be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received from those various improvements. MumtFinancial Page 5 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Street Maintenance The street maintenance program may include, but is not limited to: the repair of potholes, cracks or other failures in the asphalt surface; repair or replacement of curbs, gutters, and driveway approaches as required as part of maintaining the streets; repair or installation of street signs, barricades, fencing or other delineation; mechanized sweeping and cleaning of the streets and gutters; slurry sealing, overlays and re-striping of the street surfaces. The specific activities and timing of various street and road maintenance services shall be determined by the City's Public Works Department as necessary to extend the life of the streets or to improve traffic circulation and safety as available funding permits. Specifically the street improvements for this District are identified as: • Approximately 66,000 square feet of asphalt street surface located on the interior streets of the development identified as El Camino Real north of the Upper Bridge Crossing; Ferrocarril Road from the Graves Creek Bridge northeast to the end of Tract 2498; and De Anza Court. • Approximately 5,700 linear feet of curb and gutter along El Camino Real, Ferrocarril Road, and De Anza Court, 26 driveway approaches and various street signs within the District; • Two bridges identified as the Upper Bridge Crossing (located on El Camino Real at the entryway to the tract) and the Graves Creek Bridge (located on Ferrocarril Road located at the entryway to the senior housing development); • Specifically not included as part of the street maintenance program are the costs associated with major replacements or reconstruction. Although the District assessments will provide funding for regular maintenance and servicing of the improvements that will extend the useful life of the street improvements, the assessments are not intended to fund major replacements or reconstruction of the street surfaces or adjacent improvements such as curbs, gutters or driveway approaches. The costs of extensive replacement or reconstruction activities such as grinding and resurfacing of the asphalt; and replacement of curbs, gutters and driveway approaches is significantly more than the amount that can reasonably be collected annually under the provisions of the 1982 Act. When such repairs or activities are deemed necessary, the City will consider various financing options including new or increased assessments for property owner approval. Also not included as part of the street maintenance program are the street improvements within the senior housing development (street improvements southwest of the Graves Creek Bridge). The street improvements and facilities within the senior housing development shall be maintained and funded through a Homeowner's Association or similar entity. The Public Works Department shall authorize the operational activities and maintenance of the public street and right-of-way improvements, facilities and services, which may include, but are not limited to: • Regular street sweeping services necessary to control dirt and debris on street surfaces and gutters; MumFlnancial Page 6 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 • Annual inspection of street surface and repair of potholes and surface cracks as needed; • Periodic slurry or overly of street surfaces and driveway approaches (typically one or the other once every five years); • Periodic re-striping of traffic lanes, bike lanes, crosswalks and intersections (typically in conjunction with slurry or overly activities); • Graffiti abatement of public improvements within the street right-of-ways that are maintained by the District including, but not limited to sandblasting, repainting and repair of fences,walls, barricades,walkways and signage as needed; • Annual inspection and documentation required for the bridges as well as periodic repairs and inspections (generally conducted every other fiscal year); • Annual inspection and minor repairs of curbs, gutters and driveway approaches including partial segment replacements as needed to ensure pedestrian and vehicle safety or the integrity of the street; • Annual inspection and periodic repair or rehabilitation of street signs and traffic control devices; • Annual inspection and repair of barricades, street-fencing, delineation or retaining walls within the street right-of-ways as needed; A portion of the services and activities described above are not performed on an annual basis, but rather on a periodic basis, such as slurry sealing or overlaying the asphalt streets. The funds necessary for these activities are to be collected in installments as part of the annual assessments.The monies collected each year for these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The monies accumulated for these activities shall be spent when sufficient funds have been accumulated to perform the services deemed necessary by the City (approximately every five years for slurry sealing or overlays). This process of accumulating funds (installments) shall continue until such time the District is dissolved;or the City determines that such funding procedures require modification. Changes in the process of accumulating funds that would result in an increase to the annual assessment rate must be presented to the property owners for approval prior to imposing such an increase. Storm Drain and Flood Control Maintenance The storm drain and flood control system associated with the District may include, but is not limited to: drainage basins and bio-filters; channelways; storm drain inlets, catch basins, manholes, outlets; drywells, pumps, filters and pipes. The storm drain system to be maintained primarily involves on-site facilities (within the District boundaries) but may also include off-site improvements such as water treatment equipment, facilities or services mandated or required by Federal, State or County regulations for water pollution control. The annual assessments for this District are intended to support a storm drain and flood control maintenance program that will adequately regulate and control storm water runoff resulting from the development of properties within the District. This maintenance program MuntFzaantzal Page 7 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 may include but is not limited to: inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and the partial replacement or rehabilitation of equipment and facilities.The storm drain and flood control system includes but is not limited to: • A single drainage basin of approximately 9,000 square feet; • A total off approximately three (3) inlets, catch basins, manholes or outlets located within the single-family residential portion of Tract 2498; • Approximately 200 linear feet of 24 inch storm drain pipe; The Public Works Department shall authorize and schedule the operational activities and maintenance of the storm drain and storm water pollution treatment infrastructure, facilities and services that may include,but are not limited to: • Cleaning of storm drain inlets, catch basins,manholes, outlets and pipes as needed; • Stencil maintenance and documentation of facilities as required by Federal, State or County regulations; • Cleaning and maintenance of the drainage basin as needed; • Debris removal and pest control in and around the storm drain facilities as needed; • Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed; • Street sweeping services necessary to control debris and water flow for the storm drain system; and, • The operational costs related to NPDES compliance requirements. A portion of the services described above are not performed on an annual basis but rather on a periodic basis such as minor repairs to the storm drain inlets, catch basins and outlets, and the funds necessary for these activities are collected in installments as part of the annual assessments. The monies collected each year for these services shall be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed necessary by the City. This process of accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines that such funding procedures require modification. Changes in the process of accumulating funds that would result in an increase to the annual assessment rate must be presented to the property owners for approval prior to imposing such an increase. MunrFinanaal Page 8 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART II - METHOD OF APPORTIONMENT A. General The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for the maintenance, operation and servicing of drainage and flood control improvements as well as streets, roads and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value: `The amount of the assessment imposed on any parcel of properly shall be related to the benefit to the parcel which will be derived from the provision o f the service". Furthermore: The annual aggregate amount of the assessment shall not exceed the estimated annual cost of providing the service, except that the legislative body may, by resolution, determine that the estimated cost of work authorised ... is greater than can be conveniently raised from a single annual assessment and order that the estimated cost shall be raised by an assessment levied and collected in installments.... The revenue derived from the assessment shall not be used to pay the cost o f any service other than the service for which the assessment was levied." The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices in compliance with the provisions of the 1982 Act and the California Constitution. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel. B. Benefit Analysis Each of the proposed improvements and services, and the associated costs and assessments have been carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act and the California Constitution. The street and storm drain improvements associated with this District were necessary and essential requirements for the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City General Plan. As such the ongoing operation, servicing and maintenance of those improvements would otherwise be the direct financial obligation of each individual property owner. Since the parcel to be assessed within the District could not have been developed in the absence of these improvements and facilities, each parcel has a direct investment in the proper maintenance of the various improvements that is over and above any general benefits that may be conferred by such improvements and services. The ongoing maintenance and servicing of the District improvements is an integral part of the appearance, use and preservation of the properties within the District and such services Muni inancial Page 9 City of Atascadero Street and Storm Drain Maintenance District No.03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 to be funded by annual assessments confer a particular and distinct special benefit to those parcels. The proper maintenance of streets and appurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe and efficient movement of people and goods to and from the benefiting properties Likewise, the maintenance and servicing of the storm drain system ensures proper water flow and control of excess water during periods of rain,which is essential to preservation and protection of private property. Together the maintenance and servicing of the streets and storm drain system contributes to a specific enhancement of the parcels within the District and the absence of adequate maintenance and servicing of the District improvements could eventually have a negative impact on those properties. Although the improvements may include public streets and storm drain facilities that connect to similar facilities outside the District boundaries, it is clear that the construction and installation of these improvements were only necessary for the development of properties within the District. As such, these improvements were not required nor necessarily desired by any properties or developments outside the District boundary and any public access or use of the improvements by others is incidental. Therefore, it has been determined that the ongoing maintenance, servicing and operation of the District improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District.Any improvement or portion thereof(particularly off-site storm drain facilities) that may be considered general benefit shall be funded by other revenue sources and not included as part of the special benefit assessments allocated to properties within this District. However, the costs associated with installation or improvement of any off-site facilities that benefit the parcels within this District as well as other properties (shared benefit) may be allocated to the parcels within the District based on their proportional special benefit from such improvements. C. Assessment Methodology The costs associated with the improvements and services shall be fairly distributed among the parcels based upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution Article XI11D Section 4, each parcel's assessment may 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 District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements. The method of apportionment established for this District and described herein,reflects the proportional special benefit each property receives from the improvements and services based on the actual or proposed land use of that parcel as compared to other properties within the District based on similarities and differences in parcel land use. Mun 'inaneial Page 10 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Zones of Benefit: While it has been determined that the improvements to be maintained by the District are entirely a special benefit to properties within the District (No measurable general benefit), upon review of the various improvements, the location and need for such improvements and the proposed development of properties within the District it has been determined that the improvements and services that will benefit the single-family residential properties are not identical to the improvements and services that will benefit the senior housing development, although they do share in the benefit of some of the improvements. Therefore, it has been determined that two separate zones of benefit is required to appropriately, allocate the costs of maintaining the improvements and establish proportional special benefit assessments. The properties associated with the senior housing development have been identified and designated as "Zone A",and the single-family residential properties within Tract 2498 have been identified and designated as "Zone B" based on the improvements associated with those properties. Zone A (Senior Housing Portion of Tract 2498) It has been determined that these properties benefit and shall proportionately share in the costs associated with maintaining and servicing the Upper Bridge Crossing, El Camino Real and the western portion of Ferrocarril Road leading into these properties. It has also been determined that the construction of the Graves Creek Bridge was only necessary for the development of these properties and therefore the cost to service and maintain this facility shall be entirely allocated to these properties. Conversely, the storm drain improvements that will be maintained by the City within Tract 2498 have been constructed as part of developing the twenty-six single-family residential properties and it has been determined that the senior housing properties do not receive direct and special benefit from those particular improvements. While these properties will not be assessed for the storm drain improvements,it should be noted that some storm drain facilities will be constructed as part of the senior housing development, however these improvements are not included in this District and will be provided and maintained by a Homeowner's Association or similar entity. Zone B (Single-Family Residential Portion of Tract 2498) —Along with the properties in Zone A, the single-family residential properties within Tract 2498 benefit and shall proportionately share in the costs associated with maintaining and servicing the Upper Bridge Crossing and El Camino Real. In addition, the overall development of these particular properties required the construction and installation of the street improvements on Ferrocarril Road and De Anza. Court as well as the entire storm drain system to be maintained by the District. Therefore the cost of maintaining and servicing these particular improvements shall be budgeted and allocated proportionately to only those properties in Zone B. Conversely,the construction of the Graves Creek Bridge was only necessary for the development of the senior housing and the properties within Zone B will not share in the cost of maintaining this particular facility. Mum %inanczal Page 11 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Equivalent Benefit Units: While establishing separate benefit zones within the District aids in allocating the cost of various improvements, to assess benefits equitably it is necessary to relate each property's proportional special benefits to the special benefits of the other properties within the District, particularly for those improvements and services that are shared by both Zone A and Zone B parcels. The method of apportionment established for most districts formed under the 1982 Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a weighted EBU based on an assessment formula that generally equates specific property characteristics to that of the single-family home site. These factors may include, but are not limited to variations in property development status, type of development(land use),and size of the property (acreage or units). Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and applied to districts that have a wide range of land use classifications (both residential and non-residential use), this District is comprised of only residential properties and the following apportionment analysis of special benefit addresses only residential land uses. Not all land use types described in the following are necessarily applicable to the development of properties within this District, but are presented for comparison purposes to support the proportional special benefit applied to those land use types within the District. Single-Family Residential This land use is defined as a fully subdivided residential home site with or without a structure. This land use is assessed 1.0 EBU per lot or parcel. This is the base value that the other properties are compared and weighted against (i.e. Equivalent Benefit Unit"EBU"). Multi-Family Residential — This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. (This land use typically includes apartments, duplexes, triplexes, etc., but does not generally include condominiums, town-homes or mobilehome parks). Based on average population densities and size of the structure as compared to a typical single-family residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive similar benefits to that of a single-family residential property, it would not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-family residential units and a similar reduction in proportional benefit is appropriate. Furthermore,it is also reasonable to conclude that as the density (number of units) increases, the proportional benefit per unit tends to decline Muru1 inan zal Page 12 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 because the unit size and people per unit usually decreases. Based on these considerations and the improvements provided by this District, an appropriate allocation of special benefit for multi-family residential properties as compared to a single-family residential is best represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units. Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both single-family residential and multi-family residential properties and for this reason are identified as a separate land use classification. Like most single-family residential properties, these properties are not usually considered rental property and generally, the County assigns each unit a separate APN or assessment number. However, condominiums and town-homes often have similarities with multi-family residential properties in that they are generally zoned medium to high density and in some cases may involve multiple units on a single APN. In consideration of these factors it has been determined that an appropriate allocation of special benefit for condominiums, town- homes and similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels with more than five units). Modified Housing/Senior Housing Units Modified Housing or Senior Housing is generally defined as residential units that would typically be classified as Condominiums or Town-homes, but have specific deed restrictions that may limit the size or use of the units within the development. This classification is not applicable to individual single- family residential parcels unless the single-family residential parcels within that particular development or subdivision have the same restrictions. (For example: One or more single-family units within a subdivision that are deed restricted as "Affordable Housing" or "Senior Housing" does not qualify for this land use classification, unless the units within that development have the same or similar deed restrictions.) Since this classification generally involves Condominium or Town-home type properties, that are generally assigned 0.75 EBU, it has been determined that an appropriate allocation of special benefit for modified housing units or senior housing units is best represented by an assignment of 0.625 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to a single APN. Planned-Residential Development This land use is defined as any property for which a tentative or final tract map has been filed and approved (a specific number of residential lots and units has been identified) and the property is expected to be subdivided wnthin the fiscal year or is part of the overall improvement and development plan for the District. This land use classification oftentimes involves more than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the proposed or estimated residential type and units to be developed on that parcel as part of the approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that reflects the development of that property at build-out. (The EBU MuniFina&-ial Page 13 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 assigned to each parcel shall represent the combination of single-family, condominium, multi-family units to be developed). Vacant Residential — This land use is defined as property currently zoned for residential development, but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of professional appraisers who appraise market property values for real estate in California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of a developed residential property (the average is about 25 percent). Although the assessed value of an individual property is not a direct reflection of the property's special benefit, this general correlation between land value and structure value does provide a reasonable basis for apportioning special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-family residential units typically developed per acre of land (an average of 4 residential units per acre) an Equivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%) is derived and presents an appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of the property increases, it has been determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.0 EBU (parcels in excess of 25 acres are assigned 25.0 EBU). Parcels less than one acre shall be assigned a minimum of 1.0 EBU (similar to a vacant lot within a residential tract). Exempt Parcels This land use identifies properties that are not assessed and are assigned 0.0 EBU. This land use classification may include but is not limited to: • Lots or parcels identified as public streets and other roadways (typically not assigned an APN by the County); • Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District; • Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use; These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to confirm the parcels' current development status. Government owned properties or public properties are not necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an exempt status. Special Cases In many districts where multiple land use classifications are involved, there are usually one or more properties for which the standard land use classifications do not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residential property; however, only a small percentage of the parcel's total acreage can actually be developed. In this case, an MuIIIT-'inanClal Page 14 I City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 appropriate calculation would be based on the net acreage that can be utilized rather than the gross acreage of the parcel. The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations previously outlined. Land Uses and E uivalent Benefit Units Equivalent Property Type Benefit Units Multiplier Single-family Residential 1.00 per Unit/Lot/Parcel 0.75 per Unit for the First 50 Units NSulti-family Residential 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Condominium/Town-home Units 0.75 per Unit Modified Housing/Senior Housing Units 0.625 Der Unit 1.00 er Planned SF-Residential Lot 0.75 per Planned Condominium Planned-Residential Development 0.75 per Unit for the First 50 Units 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Vacant Residential Land 1.00 per Acre Exempt Parcels 0.00 per Parcel The following formula is used to calculate each parcel's EBU (proportional benefit). Parcel Type EBU x Acres or Units = Parcel EBU The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that receive special benefit from the improvements (by Zone). An assessment amount per EBU (Assessment Rate for each Zone) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of E13U's of the parcels benefiting from those improvements. This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the improvements. For each Zone the following formulas are applied: Total Balance to Levy / Total EBU = Levy per EBU Levy per EBU x Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), MumT'inancial Page 15 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments. As part of the District formation, the notice and assessment ballots presented to the property owners for approval, included a maximum assessment amount for fiscal ,year 2005/2006 (initial maximum assessment),identification of the corresponding maximum assessment rate and a summary of the Assessment Range Formula described herein. The Assessment Range Formula for this District shall be applied to future assessments and is generally defined: • If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment. • The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for fiscal year 2007/2008 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. Beginning in the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter, the Maximum Assessment Rate will be recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessment,even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,modifications to the method of apportionment that increase the proportional special benefit assigned to a particular land use classification would be considered an increased assessment. Conversely,a reduction in the proportional special benefit assigned to a land use classification is permitted. Changes in land use or size of an individual property resulting in an assessment increase,is not considered an increased assessment. MumFinancial Pae 16 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of the California Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners, through the balloting process, must approve a proposed new or increased assessment before such an assessment may be imposed. As part of the District formation, property owners shall be balloted for a special benefit assessment necessary for the annual operation and maintenance of the District improvements. Although this Report establishes an assessment amount for each of the existing properties within the District and this amount is used to determine if majority protest exists in the ballot tabulation, these assessments are based on the initial maximum assessment rate and method of apportionment described in this Report. The notice and ballot presented to the property owners identifies the initial maximum assessment rate and the Assessment Range Formula described above and is the basis upon which the property owners cast their ballots. Munkinan6ial Page 17 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART III - DISTRICT BUDGET Zone A Zone B Total Budget Items (Senior Housing) (SF-Residential) Assessed 2008/09 2007/08 2008/09 2007/08 2008/09 2007/08 DIRECT COSTS Streets&Roads Annual Inspection&Maintenance.Street Surfaces $ 394 $ 38 $ 591 $ 574 $ 98 $ 95 Annual Inspection&Maintenance:Curbs,Gutters&Approaches 187 182 496 482 684 66I, Annual Inspection&Maintenance:Signs,Barricades 8 Other Right-of-Way Facilities 12 12 12 12 25 2 Mechanized Cleaning&Sweeping:Streets 235 228 352 342 587 57 Annual Inspection&Documentations.Bridges 412 400 103 100 51 50 Periodic Asphalt Slurry Seal:Streets 2,129 1,848 3,275 2,772 5,404 4,62 Periodic Asphalt Overlay.Streets 3,001 2,641 4,282 3,96C 7,283 6,60 Periodic Street Re-striping 27 24 39 3E 66 5 Periodic Repair Activities:Curbs,Gutters,Approaches&Sidewalks 55 48 171 162 226 21 Periodic Maintenance&Inspection:Bridges 8,750 8,200 2,225 2,050 10,975 10,25 Total Annual Funding:Streets $ 15,203 $ 13,965 $ 11,547 $10,489 $ 26,750 $24,45 Storm Drain System Annual Inspection&Maintenance:Drainage Basins and/or Channelways $ $ $ 1,576 $ 1,530 1,576 $ 1,53 Annual Inspection, Maintenance & Cleaning. Inlets, Catch Basins, Manholes & 44 43 44 4 Outlets Annual Inspection&Maintenance:Storm Drain Pipes 39 38 39 3 Periodic Debris Removal,Rehabilitation&Repairs:Basin&Channelway Surfaces 232 225 232 22 Periodic Repairs&Rehabilitation:Storm Drain Infrastructure&Facilities 581 55 58 5 Total Annual Funding:Storm Drain Improvements $ $ $ 1,94S $ 1,892 $ 1,949 $ 1,89 ADMINISTRATION EXPENSES City Administration&Overhead 115$ 111 $ 1,020 $ 99 $ 2,170 $ 2,107 MuniFinancial's Base Fee&Expenses 2,067 1,433 3,50 Muni Financial's Per Parcel Charge(If any) 9c 39 12 Legal Fees(City Attorney or Outside Consultant) 295 2G5 50 Professional Fees&Services 2,526 2,452 1,727 1,677 4,253 4,12 County Base Fee Charge 15 10 2 County Parcel Charge 12 5 1 County Administration Fee 118 27 52 15 170 4 Miscellaneous Administration Expenses 93 9 69 67 162 15 Total Administration Costs $ 3,887 $ 3,686 $ 2,868 $ 2,749 $ 6,755 $ 6,43 LEVY ADJUSTMENTS Reserve Fund Collection/(Transfer) $ $ 883 $ 75$ $ $ 1,64 Contribution from Other Sources General Benefit Contribution Total Levy Adjustments $ $ 88 $ $ 75 $ $ 1,64 BALANCE TO LEVY $ 19,090 $ 18,534 $ 16,364 $ 15,887 $ 35,454 $ 34,421 DISTRICT STATISTICS Total Parcels 6C 60 28 28 89 8 Parcels Levied 60 59 26 26 86 8 Total EBU 37.5 37.5 26 26 635 63. Proposed Levy per EBU $509.07 $494.24 $629.40 $611.0 Maximum Levy per EBU $541.118 $525.357 $668.996 $649.511 FUND BALANCE INFORMATION Operating Reserve Fund-Beginning Balance $ 8,630 $ 7,651 $ 16,281 Operating Reserve Fund-Collections/(Transfers) Estimated Ending Operating Reserve Balance $ 8,630 $ 7,651 $ 16,281 Project Improvement Fund-Beginning Balance $ 62,634 $ 15,658 $ 78,292 Project Improvement Fund Collection-From Periodic&CIP Collections 13,962 9.99 23,95 Estimated Ending Capital Improvement Project(CIP)Balance $ 76,696 $ 25,650 $102,246 District Fund Balances(Reserves&CIP)-Beginning Balance $ 71,2 $ 23,30 $ 94,57 District Fund Balances(Reserves&CIP)-Total Collections/(Transfers) 13,962 9 992 23 954 Estimated Ending Fund Balance(Reserves&CIP) $85,226 $ 33,301 $ 118,52 The Maximum Assessments per EBU shown above are based on the cost of providing the District improvements and do not include any other assessments or charges imposed on the properties. Based on the budget and calculated assessments above,the maximum assessment for a single Senior Housing Unit in Zone A would be $338.20 ($541.12 x 0.625 EBU); the maximum assessment for a Single-Family Residential Unit in Zone B would be$668.99($668.99 x 1.00 EBU). The maximum assessments increased by 3.0%from the 2007/2008 fiscal year. Muni financial Pale 18 City of Atascadero Street and Storm Drain Maintenance District No.03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART IV - DISTRICT DIAGRAMS The parcels within the Street and Storm Drain Maintenance District No. 03 (De Anza Estates) consist of the lots, parcels and subdivisions of land located in the planned residential development known as De Anza Estates, Tract 2498. The District covers approximately seventy-six acres (75.79 acres)in the northern portion of the City of Atascadero. The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis Obispo County Assessor's information and identifies the parcels of land within the proposed District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The maximum assessment rate, assessment range formula and the proposed assessment amount for each of the existing parcels within the District as described herein, shall be presented to the property owners of record for approval or protest in accordance with the provisions of the California Constitution. Mun�inanciaj Page 19 0 cv a� 2 N W h bio d' W <g N Do pPO y t 2� a o a Lu �Z� p � r a o w .�� cn ^ Z w o—a 6a d ,w1 a o�w A U � Z�Q 4N1� g gg ggg s ggggg H v mZZ 0-6� & S�i SL37S L75L&& z z aQ C5oN H (n ,1, o m z a-of W �¢ 00 sss `all s'�o����� z „ i ## # OMo a �. n o 0 A � LaidLLI a H � x Y City of Atascadero Street and Storm Drain Maintenance District No.03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART V - ASSESSMENT ROLL Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas, nght- of-ways,common areas;landlocked parcels,small parcels vacated by the County,bifurcated lots,and any other property that can not be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor-Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore,if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following is a list of the parcels and proposed assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein: Munkinancia! Page 21 City of Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 ADDRESSAPN NAME RATE 049-044-002 MADDEN FRANK&PATRICIA 755 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-003 GEARHART JEREMY J 765 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-004 PERRY JASON&KARI 805 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-005 CARLSON CRAIG&MELANIE 905 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-006 LANE-BRADSHAW INVESTMENTS 955 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-007 MANNING MICHAEL P&PEGGY A 1025 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-008 LANE-BRADSHAW INVESTMENTS 1055 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-009 LANE-BRADSHAW INVESTMENTS 1155 N FERROCARRIL CT 1.0 629.40 629.40 668.99 049-044-010 LANE-BRADSHAW INVESTMENTS 1255 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-011 TORRES GILBERT A&MICHELLE M 1305 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-012 WILSON KENNETH D 1355 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-013 LANE-BRADSHAW INVESTMENTS 1200 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-014 FREEMAN STEPHEN T JR 1100 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-015 KLIPFEL ANDREA R&KEVIN J 1000 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-016 LANE-BRADSHAW INVESTMENTS 950 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-017 LANE-BRADSHAW INVESTMENTS 860 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-018 LANE-BRADSHAW INVESTMENTS 850 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-019 LANE-BRADSHAW INVESTMENTS 870 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-020 LANE-BRADSHAW INVESTMENTS 880 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-044-021 LANE-BRADSHAW INVESTMENTS 710 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-022 LANE-BRADSHAW INVESTMENTS 730 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-023 GEARHART JEREMY J 750 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-024 GEARHART JEREMY J 740 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-025 LANE-BRADSHAW INVESTMENTS 720 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-026 LANE-BRADSHAW INVESTMENTS 700 DE ANZA CT 1.0 629.40 629.40 668.99 049-044-033 MOORE TOM&KATIE 655 N FERROCARRIL RD 1.0 629.40 629.40 668.99 049-046-002 GEARHART KELLY V 503 FERROCARRIL RD 0.625 509.07 318.16 541.11 049-046-003 GEARHART KELLY V 505 FERROCARRIL RD 0.625 509.07 318.16 541.11 049-046-004 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-005 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-006 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-007 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-008 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-009 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-010 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-011 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-012 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-013 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-014 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-015 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-016 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-017 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-018 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-019 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-020 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-021 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-022 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-023 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-024 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-025 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 MumF'inancial Page 22 City of Ataseadero Street and Storm Drain Maintenance District No.03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 049-046-026 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-027 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-028 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-029 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-030 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-031 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-032 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-033 GEARHART KELLY V 551 FERROCARRIL RD 0.625 509.07 318.16 541.11 049-046-034 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-035 GEARHART KELLY V 555 EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-036 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-037 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-038 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-039 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-040 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-041 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-042 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-043 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-044 GEARHART KELLY V 599 FERRACARRIL RD 0.625 509.07 318.16 541.11 049-046-045 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-046 GEARHART KELLY V 605 FERROCARRIL RD 0.625 509.07 318.16 541.11 049-046-047 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-048 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-049 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-050 GEARHART KELLY V 610 FERROCARRIL RD 0.625 509.07 318.16 541.11 049-046-051 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-052 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-053 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-054 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-055 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-056 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-057 GEARHART KELLY V EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-058 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-059 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-060 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 049-046-061 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 509.07 318.16 541.11 Summary Fields Totals' EBU Count 63.50 N Count 86.00 Charge Total $ 35,454.00 Slight variance due to rounding Munihana&ial Page 23 CITY OF ATASCADERO ENGINEER'S ANNUAL LEVY REPORT FOR LANDSCAPING AND LIGHTING DISTRICT NO. 03 (DE ANZA ESTATES) FISCAL YEAR 2008/2009 ATASCADERO LANDSCAPING AND LIGHTING DISTRICT NO. 03 (DE ANZA ESTATES) Intent Meeting: April 22, 2008 Public Hearing: May 27, 2008 IN Mall mMuniFinancial Corporate Office: Office Locations: 27368 Via Industria Lancaster, CA Orlando, FL Suite 110 Oakland, CA Seattle, WA Temecula, CA 92590 Sacramento, CA Memphis, TN Tel: (951) 587-3500 Phoenix, AZ Tel: (800) 755-MUNI (6864) Fax: (951) 587-3510 www.muni.com ENGINEER'S REPORT AFFIDAVIT Atascadero Landscaping and Lighting District No. 0 3 (De Anza Estates) The District includes the parcels of land within the residential subdivision known as De Anza Estates, Tract 2498 City of Atascadero, County of San Luis Obispo, State of California This Report and the enclosed budget, assessments, descriptions and diagrams describe Landscaping and Lighting District No. 03 (De Anza Estates) and include each tot, parcel, and subdivision of land within said District, 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. Dated this day of f�0 C k 2008. 1\TumFinancial Assessment Engineer On Behalf of the City of Atascadero l By: Adina Vazquez ; Project Manager -` By: t Richard Kopecky NO x42 R. C. E. # 16742 V3�A CAL TABLE OF CONTENTS INTRODUCTION...................................................................................................... 1 PART I —PLANS AND SPECIFICATIONS............................................................4 A. Description of the District......................................................................................4 B. Description of Improvements and Services....................................................4 PART II —METHOD OF APPORTIONMENT.....................................................8 A. General............................................................................................................................8 B. Benefit Analysis...........................................................................................................8 C. Assessment Methodology......................................................................................10 D. Assessment Range Formula.................................................................................14 PART III—DISTRICT BUDGET...........................................................................17 PART IV—DISTRICT DIAGRAMS........................................................................18 PART V—ASSESSMENT ROLL............................................................................20 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 INTRODUCTION 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 substantive and procedural requirements of the California State Constitution Article XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), executed the proceedings required for the establishment of the special benefit assessment district designated as: Landscaping and Lighting District No. 03 (De Anza Estates) (hereafter referred to as the "District"), which includes the lots and parcels of land within the residential subdivision known as De Anza Estates, Tract 2498 within the City limits of Atascadero. This Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the levy and collection of annual assessments related thereto for fiscal year 2008/2009, as required pursuant to Chapter 1,Article 4 of the 1972 Act. The City Council formed the District, and provided for the levy and collection of annual assessments on the County tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the landscaping and lighting improvements associated with and resulting from the development of properties within the District. The improvements to be provided by the District and the assessments described herein are made pursuant to the 1972 Act and the substantive and procedural provisions of Article XIIID. This Report describes the District, the improvements, and the assessments to be levied against properties in connection with the special benefits that the properties will receive from the maintenance and servicing of the District improvements. The annual assessments will provide a funding source for the continued operation and maintenance of public landscaping and lighting improvements installed in connection with the development of properties within the District. The improvements and assessments described in this Report are based on the planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to maintain and service the improvements. The boundaries of the District, the proposed improvements, the method of apportionment, and assessments described herein are based on current development plans and specifications for Tract 2498; and by reference these plans and specifications are made part of this Report. The word "parcel," for the purposes of this Report, refers to an individual property assigned its own Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The MurlrFinancial Page 1 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 San Luis Obispo County Auditor-Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. As part of this District formation, the City of Atascadero conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing on July 26, 2005 to consider public testimonies, comments and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing,property owner protest ballots received were opened and tabulated to determine whether majority protest existed (ballots were weighted based on assessment amounts), and by resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots indicated that majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein; therefore, the City Council approved the Report (as submitted or amended), ordered the formation of the District, and approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each parcel. Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City Council describing the District, any changes to the District or improvements, and the proposed budget and assessments for that fiscal year; and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment to an individual property resulting from changes in development or land use does not constitute an increased assessment. This Report consists of five (5) parts: Part I Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. The District has a single benefit zone encompassing the properties within the territory identified as part of the De Anza Estates, subdivision, Tract 2498. Part II The Method of Apportionment: A discussion of benefits the improvements and services provided to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings. MuniT'inamial Page 2 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Part III The District Budget: An estimate of the annual costs to operate, maintain and service the landscaping and lighting improvements and facilities installed and constructed as part of the development of properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments are based on the overall operation costs minus any costs that are considered general benefit. The proposed assessments for the first fiscal year (2005/2006), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year as well as funds to be collected in installments to perform maintenance activities that cannot be reasonably collected in a single fiscal year's assessments. The maximum assessment (Rate per Equivalent Benefit Unit) approved in fiscal year 2005/2006 established the initial maximum assessment for the District and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes the parcels that will receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of the parcels as shown on the San Luis Obispo County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include the subsequent subdivisions,lot line adjustments or parcel changes therein. Reference is hereby made to the San Luis Obispo County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Part V Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel Within the District for the fiscal year 2008/2009. The proposed assessment amount for each parcel is based on the parcel's proportional special benefit as outlined in the method of apportionment and the maximum assessment rate. MunsFinancial Page 3 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART I - PLANS AND SPECIFICATIONS A. Description of the District The territory within the District consists of the lots, parcels and subdivisions of land within the proposed subdivision known as the De Anza Estates, Tract 2498, which encompasses an area of land totaling approximately seventy-six acres. This subdivision is planned to include twenty-six (26) Single-Family Residential Units and sixty (60) Modified Housing/Senior Housing Units at build-out. The planned subdivision is situated in the northern portion of the City of Atascadero northeast of Highway 101 and is generally located: • At the North end of El Camino Real; • North and East of U.S. HWY 101; and, • South and West of the Salinas River. The parcels within the District at the time of formation are identified on the San Luis Obispo County Assessor's Secured Roll (as of June 2005) and the Assessor's Parcel Map as: Book 049,Page 043, Parcels 003 &004;and, Book 049,Page 044,Parcels 002 through 033. B. Description of Improvements and Services Improvements and Services Permitted Pursuant to the 1972 Act As generally defined by the 1972 Act and applicable to this District, the improvements and associated assessments may include one or more of the following: 1) The installation or planting of landscaping; 2) The installation or construction of statuary, fountains, and other ornamental structures and facilities; 3) The installation or construction of public lighting facilities including, but not limited to street lights and traffic signals; 4) 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, 5) The installation of park or recreational improvements, including, but not limited to, all of the following: a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage. Munkinantial Page 4 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 b) Lights,playground equipment, play courts, and public restrooms. 6) The acquisition of land for park, recreational, or open-space purposes or any existing improvement otherwise authorized pursuant to this section. 7) The maintenance or servicing, of any of the foregoing including the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement including but not limited to: a) Repair,removal, or replacement of all or any part of any improvements; b) Grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks or paving, or water, irrigation, drainage, or electrical facilities; c) Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; d) The removal of trimmings,rubbish, debris, and other solid waste; e) The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti; Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; g) Water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. 8) Incidental expenses associated with the improvements including, but not limited to: a) The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; b) The costs of printing, advertising, and the publishing, posting and mailing of notices; c) Compensation payable to the County for collection of assessments; d) Compensation of any engineer or attorney employed to render services; e) Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; Costs associated with any elections held for the approval of a new or increased assessment. General Description of the Improvements The purpose of this District is to ensure the ongoing maintenance, operation and servicing of local landscaping and open space improvements established or installed in connection ,vith development of properties within the District. The improvements may consist of all or a portion of the public landscaped areas, open space areas and appurtenant facilities within and adjacent to the District(Tract 2498). These improvements generally include,but are not MuruFinancial Page 5 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's annual Levy Report Fiscal Year 2008/2009 limited to the materials, equipment, utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and operation of the landscaped parkways, trails, drainage basin, open space areas and other designated landscape easements or right-of-ways constructed and installed as part of the development plans and agreements approved for the develop of each lot and parcel within Tract 2498. The improvements to be maintained and funded entirely or partially through the District assessments are generally described as: • Streetscape landscaping including trees, vegetation, irrigation systems and hardscape improvements located within the public right-of-ways or easements on the public streets constructed as part of Tract 2498 and dedicated to the City for maintenance; • Open space areas and fuel modification areas within or adjacent to the District boundaries including the landscaping and slopes associated with the drainage basin; • Trail system within and adjacent to the open space areas and street right-of-ways within the boundaries of Tract 2498 including both paved and unpaved trail surfaces, adjacent landscaping and fencing; and • Appurtenant facilities, equipment, materials and utilities related to the aforementioned improvements; • Specifically not included as District improvements are those improvements located on private property; improvements and facilities that may be provided or maintained by an agency other than the City; improvements and facilities (or portion thereof) that may be funded by another assessment or tax levied by the City; or any improvement provided and maintained by a Homeowner's Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. Those portions of the District improvements that may be identified as general benefit or will be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. In particular for this District, the annual cost to maintain the Horse Arena has been included in the District budget, but shall not be funded by the assessments. Similarly, only a portion of the cost to maintain the open space area within the District is to be funded by the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received. MuinFinancial Page 6 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Landscape Improvements The landscape improvements for the District may include, but are not limited to turf, ground cover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, trail surfaces, hardscape improvements, monuments, and associated appurtenant facilities located within the open space areas,landscape easements or public right-of-ways dedicated to the City for maintenance. Specifically the landscape improvement areas for this District are identified as: • Approximately 43,560 square feet of streetscape (parkway embankment) landscaping within the public right-of-ways located on El Camino Real within the boundaries of Tract 2498; • An estimated 150 trees, including trees within the landscaped area on El Camino Real, various trees within the open space area and the street trees within the street right-of-way on Ferrocarril Road; • Approximately fifty-one (51) acres of non-irrigated open space area; • approximately 48,000 square feet of paved and unpaved trails; and 2,600 linear feet of steel rail fencing along the trail system and landscaped areas. Public Lighting Improvements The approved development plans for Tract 2498 do not include any proposed street light facilities. Muni inancial Page 7 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART II - METHOD OF APPORTIONMENT A. General 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 of these 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 method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act and the provisions of Article X1IID. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel. 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 1972 Act and Article X1IID. The improvements provided by this District and for which properties will be assessed 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 development plans and applicable portions of the City General Plan. 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 a distinct and special benefit to the properties within the District. Any improvement or portion thereof that is considered to be of general benefit shall be funded by other revenue sources and not included as part of the special benefit assessments allocated to properties within the District. Special Benefit The method of apportionment (method of assessment) established herein is based on the premise that each assessed parcel within the District is enhanced by the presence of well- maintained landscaping, trail systems and open space areas in close proximity to those MuniFinaneial Page 8 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 properties and that these improvements not only provide special benefits to the properties, but also benefit the property owners,residents and tenants of those properties. Some of the special benefits associated with landscape and open space improvements are: • Enhanced desirability of properties through association with the improvements. • Improved aesthetic appeal of properties, providing a positive representation of the area and properties. • Enhanced adaptation of the urban environment within the natural environment from adequate green space, open space and landscaping. • Environmental enhancement through improved erosion resistance, dust and debris control, and fire prevention. • Increased sense of pride in ownership of property within the District resulting from well-maintained improvements associated with the properties. • Enhanced quality of life and recreational opportunities through well-maintained trails, open space and landscaped areas. • Reduced criminal activity and property-related crimes (especially vandalism) against properties in the District through well-maintained surroundings and amenities including abatement of graffiti. • Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise. The preceding special benefits contribute to the esthetic value and desirability of each of the assessed parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it has been determined that the lack of funding to properly service and maintain the District improvements could have a negative impact on the properties within the District. General Benefit Upon reviewing each of the District improvements, the proximity of those improvements to both properties within the District and those outside the District as well as the reasons for installing, constructing and maintaining such improvements, it is evident that the properties within the District receive special benefit from those improvements. While the District improvements clearly include public areas, easements, right-of-ways and other amenities available or visible to the public at large, the landscaped areas, trails, detention basin as well as the need to increase maintenance activities within the open space areas resulted solely from the development of properties within the District and would otherwise not have been required nor necessarily desired by any properties or developments outside the District and any public access or use of the improvements by others is incidental. Therefore,it has been determined that these improvements and the ongoing maintenance, servicing and operation of those improvements provide no measurable general benefit to properties outside the District or to the public at large. However,while this development has facilitated a need for MuniFirnaneial Page 9 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's annual Levi,Report Discal Year 2008/2009 increased maintenance of the open space area associated with Tract 2498, it is also recognized that land conservation and ensuring adequate open space areas within the City does have some indirect, but not quantifiable, benefit to the community at large. Therefore, while the entire cost to maintain the open space area as well as the Horse Arena facility have been incorporated into the District budget, the annual cost to maintain the arena and a portion of the open space area are not included in the proposed special benefit assessments. These costs will be funded by other revenue sources available to the City. C. Assessment Methodology The method of apportionment for the District calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of each parcel as compared to other parcels within the District. The net cost of the various improvements is fairly distributed among the benefiting parcels based on their proportional special benefit. Additionally, in compliance with Article XIIID Section 4, each parcel's assessment may 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 District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements. To identify and determine the special benefit to be received by each parcel and their proportionate share of the improvement costs,it is necessary to consider the entire scope of the planned improvements as well as property development within the District. Upon review of the proposed improvements and the planned development of properties within the District, it has been determined that a single zone of benefit is appropriate for the allocation of the assessments and proportional benefit. Equivalent Benefit Units: The method of apportionment established for most districts formed under the 1972 Benefit Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit and the other land uses are converted to a weighted EBU based on an assessment formula that generally equates specific property characteristics to that of the single-family home site. These factors may include, but are not limited to variations in property development status, type of development(land use),and size of the property (acreage or units). Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and applied to districts that have a wide range of land use classifications (both residential and non-residential use), this District is comprised of only residential properties and the following apportionment analysis of special benefit addresses only residential land uses. Not all land use types described in the following are necessarily applicable to the development of properties within this District, but are presented for MunlFiriatuzal Page 10 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 comparison purposes to support the proportional special benefit applied to those land use types within the District. Single-Family Residential — This land use is defined as a fully subdivided residential home site with or without a structure. This land use is assessed 1.00 EBU per lot or parcel. This is the base value that the other properties are compared and weighted against regarding special benefit. Multi-Family Residential This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. ("Phis land use typically includes apartments, duplexes, triplexes, etc., but does not generally include condominiums, town-homes or mobile home parks). Based on average population densities and size of the structure as compared to a typical single-family residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third I3dition). These various studies indicate that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-family residential units and a similar reduction in proportional benefit is appropriate. Furthermore,it is also reasonable to conclude that as the density (number of units) increases, the proportional benefit per unit tends to decline because the unit size and people per unit usually decreases. Based on these considerations and the improvements provided by this District, an appropriate allocation of special benefit for multi-family residential properties as compared to a single-family residential is best represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units. Condominium/Town-home Units Condominiums and town-homes tend to share attributes of both single-family residential and multi-family residential properties and for this reason are identified as a separate land use classification. Like most single-family residential properties, these properties are not usually considered rental property and generally, the County assigns each unit a separate APN or assessment number. However, condominiums and town-homes often have similarities with multi-family residential properties in that they are generally zoned medium to high density and in some cases may involve multiple units on a single APN. In consideration of these factors it has been determined that an appropriate allocation of special benefit for condominiums, town- homes and similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless of whether each unit is assigned an individual APN or there arc multiple units assigned to an APN. (There is no adjustment for parcels with more than five units). MurvFiilancial Page 11 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Modified Housing/Senior Housing Units —Modified Housing or Senior Housing is generally defined as residential units that would typically be classified as Condominiums or Town-homes, but have specific deed restrictions that may limit the size or use of the units within the development. This classification is not applicable to individual single- family residential parcels unless the single-family residential parcels within that particular development or subdivision have the same restrictions. (For example: One or more single-family units within a subdivision that are deed restricted as "Affordable Housing" or "Senior Housing" does not qualify for this land use classification, unless the units within that development have the same or similar deed restrictions.) Since this classification generally involves Condominium or Town-home type properties, that are generally assigned 0.75 EBU, it has been determined that an appropriate allocation of special benefit for modified housing units or senior housing units is best represented by an assignment of 0.625 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to a single APN. Planned-Residential Development This land use is defined as any property for which a tentative or final tract map has been filed and approved (a specific number of residential lots and units has been identified) and the property is expected to be subdivided within the fiscal year or is part of the overall improvement and development plan for the District. This land use classification oftentimes involves more than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the proposed or estimated residential type and units to be developed on that parcel as part of the approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that reflects the development of that property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family, condominium, multi-family units to be developed). Vacant Residential — This land use is defined as property currently zoned for residential development, but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of professional appraisers who appraise market property values for real estate in California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of a developed residential property (the average is about 25 percent). Although the assessed value of an individual property is not a direct reflection of the property's special benefit, this general correlation between land value and structure value does provide a reasonable basis for apportioning special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-family residential units typically developed per acre of land (an average of 4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x 25%) is derived and presents an appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of the property increases, it has been determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00 EBU). Parcels less Munkmancial Page 12 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 than one acre shall be assigned a minimum of 1.00 EBU (similar to a vacant lot within a residential tract). Exempt Parcels — This land use 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 (typically not assigned an APN by the County); • Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District; • Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use; These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to confirm the parcels' current development status. Government owned properties or public properties are not necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an exempt status. Special Cases In many districts where multiple land use classifications are involved, there is usually one or more properties for which the standard land use classifications do not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residential property; however, only a small percentage of the parcel's total acreage can actually be developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized rather than the gross acreage of the parcel. The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations previously outlined. Munjhliancial Page 13 City of Atascadero Landscaping and Lighting District No.03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 Land Uses and Equivalent Benefit Units Equivalent Property Type Benefit Units Multiplier Single-Family Residential 1.000 per Unit/Lot/Parcel 0.750 per Unit for the First 50 Units ;Multi-Family Residential 0.500 per Unit for Units 51-100 0.250 per Unit for all remaining units Condominium/Town-home Units 0.750 per Unit Modified I lousing/Senior Housing Units 0.625 per Unit 1.000 per Planned SF-Residential Lot 0.750 per Planned Condominium Planned-Residential Development 0.750 per Unit for the First 50 Units 0.500 per Unit for Units 51-100 0.250 per Unit for all remaining units Vacant Residential Land 1.000 per Acre Exempt Parcels 0.000 per Parcel The following formula is used to calculate each parcel's EBU (proportional benefit). Parcel Type EBU x Acres or Units = Parcel EBU The total number of Equivalent Benefit Units (EBU's) is the sum of the individual F,BU's applied to parcels that receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of EBCJ's of the parcels benefiting from the improvements. This Rate is then applied back to each parcel's individual EBL to determine the parcel's proportionate benefit and assessment obligation for the improvements. Total Balance to Levy / Total EBU = Levy per EBU Levy per EBU x Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increased assessment requiresuires certain noticing and meeting requirements by law. Prior to the passage of proposition 218 (California Constitution Articles XIIIC and X1111)), MunrFinancial Page 14 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments. As part of the District formation, the notice and assessment ballots presented to the property owners for approval included a maximum assessment amount for fiscal year 2005/2006 (initial maximum assessment),identification of the corresponding maximum assessment rate and a summary of the Assessment Range Formula described herein. The Assessment Range Formula for this District shall be applied to futurc assessments and is generally defined: • If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment. • The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for fiscal year 2005/2006 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 which.The Maximum Assessment rate was increased by 3% for fiscal year 2008/2009. Beginning in the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter, the Maximum Assessment Rate will be recalculated and a new Maximum Assessment Date established for the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. Any proposed annual assessment (rate per EBL) less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessment,even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,modifications to the method of apportionment that increase the proportional special benefit assigned to a particular land use classification would be considered an increased assessment. Conversely, a reduction in the proportional special benefit assigned to a land use classification is permitted. Changes in land use or size of an individual property resulting in an assessment increase,is not considered an increased assessment. MumFinandal Page 15 1 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment hinge Formula, the City must comply with the provisions of Article XIIID Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners, through the balloting process,must approve a proposed new or increased assessment before such an assessment may be imposed. MuniFinancial Page 16 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART III - DISTRICT BUDGET Total Expenses 2008/09 2007/08 BUDGET ITEM Budget Not Assessed Assessment Assessment ANNUAL MAINTENANCE(DIRECT COSTS) Parkway Maintenance $ 16,204 $ - $ 16,204 $ 16,204 Trail\laintenance 5,185 - 5,185 5,185 Park&Open Space Maintenance 29,444 14,722 14,722 14,722 Specialized Service Area or Landscaping 3,075 3,075 - - Tree Maintenance 857 73 784 784 Landscape Utilities(Water/l?lcctricity) 3,920 - 3,920 3,920 Miscellaneous Materials&I S(Iuipmcnt(Landscaping&Trees) 1,369 447 922 922 Total Landscaping&Lighting Maintenance $ 60,054 $ 18,317 $ 41,737 $ 41,737 DMINISTRATION City Administration Overhead $ 4,804 $ 1,465 $ 3,339 $ 3,339 Professional Fces for Admin 3,629 - 3,629 3,629 County Administration Pee 67 - 67 67 Miscellaneous Administration I?xpenses 85 15 70 70 Total Administration $ 8,585 $ 1,480 $ 7,105 $ 7,105 REPLACEMENT/REHABILITATION(CIP) Parkway Rehabilitation/Replacement S 762 S - S 762 S 762 Tail&Pathway Rehabilitation/Replacement S 1,469 $ - $ 1,469 $ 1,469 Park&Open Space IZchabilitation/Replacement S 1,414 S 707 S 707 S 707 Special Improvement Rehabilitation/Replacement S 300 S 300 S - S - Collection for landscape Rehabilitation/Replacement Fund $ 3,945 $ 1,007 $ 2,938 $ 2,938 Collection for Trec Rehabilitation/1Zeplacement Fund 1,259 52 1,207 1,207 Total Collection for Capital Improvement/Rehabilitation Fund $ 5,204 $ 1,059 $ 4,145 $ 4,145 Capital Improvement Expenditures For Current Fiscal Year proposed Landscape CIP I,xpenditures(Current Year) 0 Proposed Tree CIP F;xpenditures(Current Year) Proposed Lighting(111)Isxpenditures(Current Year) 0 Total Capital Improvement Expenditures(Current Year) 0 0 0 0 Total Capital Improvement/Rehabilitation Budget $ 5,204 $ 1,059 $ 4,145 $ 4,145 Total Costs&Expenses $ 73,843 $ 20,856 $ 52,987 $ 52,987 LEVY ADJUSTMENTS Reserve Fund Collection(Transfer) $(30,872) $ (8,342) $ (22,530) $ (25,169) Revenues from Other Sources(Contribution) (12,514) (12,514) General Benefit(Contribution) - - - Total Lew Adjustments $(43,386) $ (20,856) $ (22,530) $ (259169) Balance to Levy $ 30,457 $ $30,457 $ 27,818 ISTRICT STATISTICS Total Parcels 34 34 Parcels-Levied 86 8 Total FBU 63.5 63.5 Levy-per EBU $ 479.64 $ 438.08 Maximum Lew per EBU $ 959.26 $ 931.32 FUND BALANCE INFORMATION Beginning lZesen'e Balance $ 97,784 Reserve Fund Collection(Pransfer) S (30,872 Estimated Ending Reserve Balance $ 66,912 Beginning Capital ILnprovement Balance $ 15,612 CIP Fund Collection 5,204 Estimated Ending Capital Improvement Balance $ 20,816 Estimated Ending Fund Balance(Reserves&CIP) $ 87,728 The proposed Maximum Assessment per FIBU shown above is based on the cost of providing the District improvements and does not include any other assessments or charges imposed on the properties.The maximum assessment increased by 3% from the 2007/2008 fiscal year. Although the improvement and associated costs have been identified as special benefit,up to 50%of the open space maintenance and all of the costs associated the I Iorse Arena shall be funded by other sources.This is reflected in the budget as a contribution from other sources. Due to delays in the construction and acceptance of improvements,the District had excess reserves. At a meeting with property owners it was decided that a credit would be applied to Discal Year 2007/08 and 2008/09 levy using excess funds. Mun,iinanczal Page 17 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART IV - DISTRICT DIAGRAMS The parcels within the Landscaping and Lighting District No. 03 (De Anza Estates) consist of the lots, parcels and subdivisions of land located in the residential development known as De Anza Estates, Tract 2498. The District covers approximately seventy-six acres (75.79 acres) in the northern portion of the City of Atascadero. The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis Obispo County Assessor's information and identifies the parcels of land within the District. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The maximum assessment rate, assessment range formula and the assessment amount for each of the existing parcels within the District as described herein, were presented to the property owners of record and approved in accordance with the provisions of the California Constitution. I Muru1 financial Page 18 i 1 jig �b o 6 n € o 0 m°o! a H O C5 �91; 99 q o xM a� a a W fn V) oa o g Q Fw Q 4 L Q Q dN � ti o N z W w¢o 0 Z V) � H2 oZ o = � Wx � az � 0 LQL Cd U rc r M / r� Qx`Qj `QjQ`j 'QjQx g r City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART V - ASSESSMENT ROLL Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas,right- of-ways,common areas;landlocked parcels,small parcels vacated by the County,bifurcated lots,and any other property that can not be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor-Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore,if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following is a list of the parcels and proposed assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein: MumFinancial Page 20 City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 049-044-002 MADDEN FRANK&PATRICIA 755 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-003 GEARHART JEREMY J 765 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-004 PERRY JASON&KARI 805 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-005 CARLSON CRAIG&MELANIE 905 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-006 LANE-BRADSHAW INVESTMENTS 955 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-007 MANNING MICHAEL P&PEGGY A 1025 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-008 LANE-BRADSHAW INVESTMENTS 1055 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-009 LANE-BRADSHAW INVESTMENTS 1155 N FERROCARRIL CT 1.0 479.64 479.64 959.26 049-044-010 LANE-BRADSHAW INVESTMENTS 1255 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-011 TORRES GILBERT A&MICHELLE M 1305 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-012 WILSON KENNETH D 1355 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-013 LANE-BRADSHAW INVESTMENTS 1200 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-014 FREEMAN STEPHEN T JR 1100 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-015 KLIPFEL ANDREA R&KEVIN J 1000 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-016 LANE-BRADSHAW INVESTMENTS 950 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-017 LANE-BRADSHAW INVESTMENTS 860 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-018 LANE-BRADSHAW INVESTMENTS 850 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-019 LANE-BRADSHAW INVESTMENTS 870 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-020 LANE-BRADSHAW INVESTMENTS 880 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-044-021 LANE-BRADSHAW INVESTMENTS 710 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-022 LANE-BRADSHAW INVESTMENTS 730 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-023 GEARHART JEREMY J 750 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-024 GEARHART JEREMY J 740 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-025 LANE-BRADSHAW INVESTMENTS 720 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-026 LANE-BRADSHAW INVESTMENTS 700 DE ANZA CT 1.0 479.64 479.64 959.26 049-044-033 MOORE TOM&KATIE 655 N FERROCARRIL RD 1.0 479.64 479.64 959.26 049-046-002 GEARHART KELLY V 503 FERROCARRIL RD 0.625 479.64 299.76 959.26 049-046-003 GEARHART KELLY V 505 FERROCARRIL RD 0.625 479.64 299.76 959.26 049-046-004 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-005 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-006 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-007 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-008 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-009 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-010 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-011 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-012 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-013 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-014 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-015 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-016 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-017 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-018 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-019 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-020 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-021 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-022 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-023 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-024 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-025 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 Muntl'inancial Page 21 r City of Atascadero Landscaping and Lighting District No. 03 (De Anza Estates) Engineer's Annual Lew Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 049-046-026 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-027 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-028 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-029 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-030 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-031 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-032 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-033 GEARHART KELLY V 551 FERROCARRIL RD 0.625 479.64 299.76 959.26 049-046-034 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-035 GEARHART KELLY V 555 EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-036 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-037 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-038 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-039 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-040 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-041 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-042 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-043 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-044 GEARHART KELLY V 599 FERRACARRIL RD 0.625 479.64 299.76 959.26 049-046-045 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-046 GEARHART KELLY V 605 FERROCARRIL RD 0.625 479.64 299.76 959.26 049-046-047 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-048 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-049 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-050 GEARHART KELLY V 610 FERROCARRIL RD 0.625 479.64 299.76 959.26 049-046-051 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-052 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-053 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-054 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-055 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-056 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-057 GEARHART KELLY V EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-058 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-059 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-060 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 049-046-061 GRAVES CREEK ESTATES LLC EL CAMINO REAL 0.625 479.64 299.76 959.26 Summary Fields Totals' N Count: 86 EBU Total: 63.5 Charge Total'* $30,456.24 Slight variance due to rounding MunrFinan zal Page 22 ITEM NUMBER: B-3 DATE: 5/27/08 5-0 FFP- 1918'-1,q W 197b \ATASCAnERO% Atascadero City Council Staff Report- Administrative Services Department Woodridge (Las Lomas) Assessment Districts RECOMMENDATIONS: Council: 1. Adopt Draft Resolution A approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto for fiscal year 2008/2009. 2. Adopt Draft Resolution B ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas). 3. Adopt Draft Resolution C approving the final Engineer's Report regarding the Landscaping and Lighting District No. 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto in fiscal year 2008/2009. 4. Adopt Draft Resolution D ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 02 — Woodridge (Las Lomas). DISCUSSION: The City Council formed and began assessing Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas) in 2005. This district was formed to provide funding for future routine maintenance of the streets, storm drains and sidewalks in the Woodridge (Las Lomas) subdivision. The City Council also formed and began assessing Landscaping and Lighting Maintenance District No. 02 — Woodridge (Las Lomas) in 2005. This district was formed to provide for funding and maintenance of street trees, open space, park area, medians, walkways, paths and other landscape and lighting improvements within the Woodridge (Las Lomas) subdivision. The Woodridge subdivision is now known as Las Lomas. The Assessment Districts were formed and named when the area was known as the Woodridge development. All references to Woodridge are now understood to mean the development known as Las Lomas. Muni-Financial, an independent financial consultant, was hired to prepare the Engineers Reports for the two districts. The Engineers Reports and the levies must be approved by Council annually. This is done in a two-step process. Last month, three resolutions for each district (a total of 6 resolutions in all) were passed to begin the process of continuing the levies. At that time, the Engineer's Reports were preliminarily approved, proceedings were initiated for the levy, and the date of tonight's public hearing was established. The resolutions that are before you tonight are for the final approval of the Engineer's Reports and for the approval of the annual levies. The proposed assessments for fiscal year 2008/2009 are less than the Maximum Assessment Rate. In accordance with the formula voters of the district adopted in 2005, the City may increase the Maximum Assessment Rate for inflation by the greater of the. Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased by 3.0% this year for both districts. The proposed assessments for the both districts are less than the maximum levies. Amount Per EBU Amount Per EBU District Maximum Assessment Proposed Assessment Fiscal Year 2008-09 Fiscal Year 2008-09 Atascadero Street and Storm Drain Maintenance District No. $545.21 $176.14 02 Las Lomas Atascadero Landscaping and Lighting Maintenance District $1,353.90 $676.95 No. 02 Las Lomas FISCAL IMPACT: Annual assessments for 2008/2009 will total $40,820 for road/drainage system maintenance and $156,885 for landscaping and lighting maintenance. These amounts will be assessed to the owners of parcels in Woodridge (Las Lomas). The City General Fund will contribute $3,769 toward the cost of the trails, once these improvements are accepted by the City. ATTACHMENTS: 1. Draft Resolution A - approving the final Engineer's Report regarding the Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto for fiscal year 2008/2009 2. Draft Resolution B - ordering the levy and collection of assessments for fiscal year 2008/2009 for Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas) 3. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Street and Storm Drain Maintenance District No. 02 — Woodridge (Las Lomas) 4. Draft Resolution C - approving the final Engineer's Report regarding the Landscaping and Lighting District No. 02 — Woodridge (Las Lomas), and the levy and collection of annual assessments related thereto in fiscal year 2008/2009 5. Draft Resolution D - ordering the levy and collection of assessments for fiscal year 2008/2009 for Landscaping and Lighting District No. 02 — Woodridge (Las Lomas) 6. Engineer's Annual Levy Report- for the levy and collection of fiscal year 2008/2009 assessments for Landscaping and Lighting District No. 02 — Woodridge (Las Lomas) DRAFT RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 02 (WOODRIDGE), AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO CTI O FOR FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as "City Council"), pursuant to the provisions the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the "Act"), did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with the Act in connection with Street and Storm Drain Maintenance District No. 02 (Woodridge) (hereafter referred to as the "District") and the proposed levy and collection of assessments related thereto for fiscal year 2008/2009, said fiscal year starting July 1, 2008 and ending June 30, 2009, and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for Street and Storm Drain Maintenance District No. 02 (Woodridge), fiscal year 2008/2009" (hereafter referred to as "Engineer's Report") in accordance with the Act; and, WHEREAS, the City Council has carefully examined and reviewed the Engineer's Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Engineer's Report; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor Parcel Numbers that comprise the District and the proportional maximum assessment and the assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member and seconded by Council Member _ the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION B RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR STREET AND STORM DRAIN MAINTENANCE DISTRICT NO, 02 (WOODRIDGE) WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as City Council) has by previous Resolutions initiated proceedings to levy special benefit assessments against parcels of land within Street and Storm Drain Maintenance District No. 02 (Woodridge) (hereafter referred to as the "District") for the fiscal year commencing July 1, 2008 and ending June 30, 2009; pursuant to the provisions of the Benefit Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning with Section 54703 (hereafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of- way improvements and storm drain facilities related thereto; and, WHEREAS,the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local street right-of- way improvements and storm drain facilities related thereto; and, WHEREAS, the City Council conducted in May 2005 a property owner protest ballot proceeding for the District assessments proposed to be levied and majority protest of the assessments described in the Engineer's Report did not exist pursuant to the provisions of the California State Constitution Article XIIID. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection therewith; the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The District includes the lands receiving such special benefit. c) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street right-of-way improvements and storm drain facilities within the District and the appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Street and Storm Drain Maintenance District No. 02 (Woodridge), and such money shall be expended only for the maintenance, operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the establishment of the maximum assessment rate described in the Engineer's Report and the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION C RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, APPROVING THE FINAL ENGINEER'S REPORT REGARDING THE LANDSCAPING AND LIGHTING DISTRICT NO. 02 (WOODRIDGE); AND THE LEVY AND COLLECTION OF ANNUAL ASSESSMENTS RELATED THERETO IN FISCAL YEAR 2008/2009 WHEREAS, the City Council of the City of Atascadero, California (hereafter referred to as the "City Council"), pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highways Code, did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22565, in connection with the proposed levy for Landscaping and Lighting District No. 02 (Woodridge) (hereafter referred to as the "District") and the collection of assessments related thereto for the fiscal year starting July 1, 2008 and ending June 30, 2009; and, WHEREAS, the Engineer has prepared and filed with the City Clerk of the City of Atascadero and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report for the Landscaping and Lighting District No. 02 (Woodridge), fiscal year 2008/2009" (hereafter referred to as the "Engineer's Report") in accordance with the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the"Act"); and, WHEREAS, the City Council has carefully examined and reviewed the Engineer's Report as presented, and is satisfied with the items and documents as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Engineer's Report; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. The above recitals are true and correct. SECTION 2. The Engineer's Report as presented, consists of the following: a) Plans and specifications that describe the District and Improvements. b) Method of Apportionment that outlines the special benefit conferred on properties within the District from the improvements and the calculations used to establish each parcel's proportional special benefit assessment as well as a description of the assessment range formula that establishes the maximum assessment rate in subsequent fiscal years. c) The Budget that outlines the costs and expenses to service, and maintain the improvements including incidental expenses authorized by the Act to operate the District. d) An Assessment Diagram that identifies the boundaries of the District. e) An Assessment Roll containing each of the Assessor Parcel Numbers that comprise the District and the proportional maximum assessment and annual assessment for fiscal year 2008/2009. SECTION 3. The Engineer's Report as presented, is hereby approved, and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the adoption and approval of the Engineer's Report. On motion by Council Member _ and seconded by Council Member _ , the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney DRAFT RESOLUTION D RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2008/2009 FOR LANDSCAPING AND LIGHTING DISTRICT NO. 02 (WOODRIDGE) WHEREAS, the City Council of the City of Atascadero, California(hereafter referred to as City Council) has by previous Resolutions initiated proceedings and declared its intention to levy special benefit assessments against parcels of land within the Landscaping and Lighting District No. 02 (Woodridge) (hereafter referred to as the "District") for fiscal year 2008/2009, said fiscal year commencing July 1, 2008 and ending June 30, 2009; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (hereinafter referred to as the "Act") to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting and appurtenant facilities related thereto; and, WHEREAS, the Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Report in connection with the proposed levy of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution adopt and approve said Engineer's Report; and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2008 and ending June 30, 2009, to pay the costs and expenses of operation, maintenance, repair and servicing of local landscaping, street lighting, and appurtenant facilities related thereto; and, WHEREAS, the City and its legal counsel have reviewed Proposition 218 and found that these assessments comply with applicable provisions of Section XIIID of the California State Constitution; NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Atascadero as follows: SECTION 1. Following notice duly given, the City Council has held a full and fair Public Hearing regarding its Resolution approving the Engineer's Report prepared in connection with the levy and collection of assessments, and considered the oral and written statements, protests and communications made or filed by interested persons. SECTION 2. Based upon its review of the Engineer's Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within District will receive special benefit by the operation, maintenance and servicing of improvements to be provided by the District. b) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among the eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 3. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the maintenance, operation, administration and servicing of the improvements that may include, but is not limited to local street lights, landscaping, parks and open space areas within the District and appurtenant facilities related thereto. SECTION 4. The maintenance, operation and servicing of improvements shall be performed pursuant to the Act and the County Auditor of San Luis Obispo County shall enter on the County Assessment Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City. SECTION 5. The City shall deposit the money representing assessments collected by the County for the District to the credit of a fund for the Landscaping and Lighting District No. 02 (Woodridge), and such money shall be expended for the maintenance, operation and servicing of the improvements as described in the Engineers Report and generally described in Section 3 of this Resolution. SECTION 6. The adoption of this Resolution constitutes the levy of assessments for the fiscal year commencing July 1, 2008 and ending June 30, 2009. SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. On motion by Council Member and seconded by Council Member the foregoing Resolution is hereby adopted in its entirety on the following roll call vote: AYES: NOES: ABSENT: ADOPTED: CITY OF ATASCADERO By: Mike Brennler, Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian A. Pierik, City Attorney i CITY OF ATASCADERO ENGINEER'S ANNUAL LEVY REPORT FOR STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 02 LAS LOMAS (WOODRIDGE) FISCAL YEAR 2008/2009 ATASCADERO STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 02 LAS LOMAS (WOODRIDGE) Intent Meeting: April 22, 2008 Public Hearing: May 27, 2008 MuniF nancial Corporate Office Office Locations 27368 Via Industria Sacramento,CA Orlando,FL Suite 110 Lancaster,CA Seattle,WA Temecula,CA 92590 Oakland,CA Memphis,TN Tel: (951)587-3500 Phoenix,AZ Tel: (800)755-MUNI(6864) Fax: (951)587-3510 www.muni.com ENGINEER'S REPORT AFFIDAVIT Atascadero Street and Storm Drain Maintenance District No. 02 (LAS LOMAS) The District includes the parcels of land within the residential subdivision known as Las Lomas, Tract 2525-1 City of Atascadero, County of San Luis Obispo, State of California This Report and the enclosed budget, assessments, descriptions and diagrams describe Street and Storm Drain Maintenance District No. 02 J.as Lomas) and include each lot, parcel, and subdivision of land within said District, as the same existed at the tune 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. Dated this ri(-,S�day of �� 2008. MuniFinancial Assessment Engineer On Behalf of the City of Atascadero Adina Vazquez }� Project Manager B�: . t Richard hopecky N0. W42 R. C. E. # 16742 w '� OF TABLE OF CONTENTS INTRODUCTION...................................................................................................... 1 PART I—PLANS AND SPECIFICATIONS............................................................4 A. Benefiting Properties within the District..........................................................4 B. Funding authorized by the 1982 Act..................................................................4 C. Description of Improvements and Services....................................................5 PART II—METHOD OF APPORTIONMENT.....................................................9 A. General............................................................................................................................9 B. Benefit Analysis...........................................................................................................9 C. Assessment Methodology......................................................................................10 D. assessment Range Formula.................................................................................14 PART III —DISTRICT BUDGET...........................................................................17 PART IV—DISTRICT DIAGRAMS........................................................................18 PARTV—ASSESSMENT ROLL............................................................................20 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Voodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 INTRODUCTION Pursuant to the provisions of the Benefit Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section 54703 (hereafter referred to as the "1982 Act"), and in compliance with the substantive and procedural requirements of the California State Constitution _Article XIIID (hereafter referred to as the "California Constitution"), the City Council of the City of Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), proposed to form and levy special benefit assessments for the district designated as: Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) (hereafter referred to as "District"), which includes the lots and parcels of land within the residential subdivision known as Las Lomas (Woodridge), Tract 2525-1 within the City limits of Atascadero. This Engineer's Report (hereafter referred to as "Report") has been prepared in connection with the levy and collection of annual assessments related thereto for fiscal year 2008/2009. The City Council formed the District, and provided for the levy and collection of annual assessments on the County tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the street and storm drain improvements and facilities associated with and resulting from the development of properties within the District. The improvements to be provided by the District and the assessments described herein are made pursuant to the 1982 Act and the substantive and procedural provisions of the California Constitution. This Report describes the District, the improvements, and the assessments to be levied against properties in connection with the special benefits the properties will receive from the maintenance and servicing of the District improvements and facilities commencing in fiscal year 2005/2006. The annual assessments described herein will provide a funding source for the continued operation and maintenance of streets, storm drain system and appurtenant facilities installed in connection with the development of properties within the District. The improvements and assessments described in this Report are based on the planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to maintain and service the streets and storm drain system that provides special benefits to properties within the District. The structure of the District(organization), the proposed improvements, the method of apportionment, and assessments described herein are based on current development plans and specifications for Tract 2525-1; and by reference these plans and specifications are made part of this Report. MuniPinanezal Page 1 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 The word "parcel," for the purposes of this Report, refers to an individual property assigned its own Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The San Luis Obispo County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. As part of this District formation, the City of Atascadero conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Constitution,Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to consider public testimonies, comments and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing, property owner protest ballots received were opened and tabulated to determine whether majority protest existed (ballots were weighted based on h i nconfirmed h r ll assessment amounts), and by resolution the City Council co ed the results of the e ballot tabulation. Tabulation of the ballots indicated that majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein; therefore, the City Council approved the Report (as submitted or amended), ordered the formation of the District, and approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each parcel. Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any changes to the improvements, proposed services, the annual budget or assessments for that fiscal year and the City Council may hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment to an individual property resulting from changes in development or land use does not constitute an increased assessment. This Report consists of five (5) parts: Part I Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. The District has a single benefit zone encompassing the properties within the territory identified as the residential subdivision of Las Lomas (Woodridge),Tract 2525-1. Part II The Method of Apportionment: A discussion of benefits the improvements and services provided to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost MuntFinanciaZ Page 2 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 adjustments due to inflation without the added expense of additional property owner protest ballot proceedings. Part III The District Budget: An estimate of the annual costs to operate, maintain and service the street and storm drain improvements and facilities installed and constructed as part of the development of properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments are based on the overall operation costs minus any costs that are considered general benefit. The proposed assessments for the first fiscal year (2005/2006), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year as well as funds to be collected in installments to perform maintenance activities that cannot be reasonably collected in a single fiscal year's assessments. The maximum assessment (Rate per Equivalent Benefit Unit) approved in fiscal year 2005/2006 established the initial maximum assessment for the District and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes the parcels that receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of the parcels as shown on the San Luis Obispo County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the San Luis Obispo County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Part V Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel within the District for the fiscal year 2008/2009. The proposed assessment amount for each parcel is based on the parcel's proportional special benefit as outlined in the method of apportionment and the maximum assessment rate. MunFinancial Page 3 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART I - PLANS AND SPECIFICATIONS A. Benefiting Properties within the District The territory within the District consists of the lots, parcels and subdivisions of land within the proposed residential subdivision known as the Las Lomas (Woodridge),Tract 2525-1, which encompasses an area of land totaling approximately one hundred twenty- two acres (121.65 acres). This residential subdivision is planned to include one hundred forty-three (143) single- family residential units; thirty-five (35) condominium/senior housing units; and a single one hundred (100) unit multi-family residential project at build-out. The planned subdivision is situated in the southeast portion of the City of Atascadero and is generally located: • South and east of Halcon Road; • East of Highway 101 and El Camino Real • South and west of the Southern Pacific Railroad Tracks;and • North of Salinas Road and Santa Cruz Road The parcels within the District at the time of formation were identified by the San Luis Obispo County Assessor's Office as parcel numbers: 045-311-001; 045-401-015; 045- 401-016; 045-411-001; and 045-412-001. i B. Funding authorized by the 1982 Act As generally defined by the Benefit Assessment Act of 1982 and applicable to this District, the City may impose a benefit assessment to finance the maintenance and operation costs of the following services: 1) Drainage and Flood Control 2) Streets and Roads; In addition to imposing a benefit assessment for the annual maintenance and operation of the District improvements, the City may also authorize an assessment or utilize existing assessment revenues to finance the installation,construction or replacement of drainage and flood control facilities as well as the street and road improvements (with some limitations). While such activities are permitted under the 1982 Act, the budget and assessments for this District only provide for normal maintenance and operation of the improvements. Since most major rehabilitation/construction projects result from unforeseen damages, the extent and cost of such projects are not easily predicted and to accumulate funds as part of the normal annual assessments would not be reasonable. If such funding becomes necessary, MunsFinancial Page 4 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 the City may present a new or increased assessment to the property owners to support the projects. C. Description of Improvements and Services The purpose of this District is to fund the activities necessary to maintain and service the local streets and the drainage and flood control systems constructed and installed in connection with development of properties within the residential subdivision known as Las Lomas (Woodridge), Tract 2525-1 pursuant to approved development plans and agreements.The improvements may consist of all or a portion of the public streets,drainage and flood control facilities associated with Tract 2525-1 and the maintenance of these improvements may include but are not limited to the materials, equipment, labor, and incidental expenses deemed necessary to keep these improvements in satisfactory condition. The maintenance of the improvements and related activities shall be funded entirely or partially through the District assessments. The District improvements and services are generally described as: • Street maintenance that may include but is not limited to the repair and servicing of street surfaces, curbs, gutters, bridges, driveway approaches, sidewalks, barricades, delineation, signage or other facilities within the public street right-of-ways installed in connection with the development of properties in Tract 2525-1 and that have been dedicated to the City; • Storm drain and flood control maintenance that may include but is not limited to inspection, repair and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps, filters and storm drain pipes installed in connection with the development of properties of Tract 2525-1 as well as any off-site improvements and facilities directly associated with the aforementioned infrastructure that is deemed necessary to service or protect the properties including waste water treatment; • Appurtenant, equipment, materials and service contracts related to the aforementioned improvements and facilities; • Specifically excluded are those improvements or facilities: located on private property or common areas; that may be provided or maintained by an agency other than the City; that may be provide by another assessment or tax levied by the City; or that may be provided and maintained by a Homeowner's Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of public Works and by reference are made part of this Report. Those portions of the District improvements that may be identified as general benefit or will be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received. MunFinancial Page 5 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 Street Maintenance The street maintenance program may include, but is not limited to: the repair of potholes, cracks or other failures in the asphalt surface; repair or replacement of curbs, gutters, driveway approaches and sidewalks as required as part of maintaining the streets; repair or installation of street signs, barricades, fencing or other delineation; mechanized sweeping and cleaning of the streets and gutters; slurry sealing, overlays and re-striping of the street surfaces. The specific activities and timing of various street and road maintenance services shall be determined by the City's Public Works Department as necessary to extend the life of the streets or to improve traffic circulation and safety as available funding permits. Specifically the street improvements for this District are identified as: • Approximately 290,610 square feet of asphalt street surface located on the various interior streets identified as Calle Milano, Eliano Street, Via Cielo, Avion Road, Alcotan Lane,and Azor Lane; • Approximately 13,750 linear feet of curb and gutter along Calle Milano, Eliano Street,Via Cielo,Avion Road,Alcotan Lane, and Azor Lane; • Approximately 1,485 linear feet of curb and gutter in and around the median islands on Calle Milano and at Via Cielo; • Approximately 145 driveway approaches, 45,264 square feet of sidewalks and various street signs within the District; • Specifically not included as part of the street maintenance program are the costs associated with major replacements or reconstruction. Although the District assessments will provide funding for regular maintenance and servicing of the improvements that will extend the useful life of the street improvements, the assessments are not intended to fund major replacements or reconstruction of the street surfaces or adjacent improvements such as curbs, gutters or driveway approaches. The costs of extensive replacement or reconstruction activities such as grinding and resurfacing of the asphalt; and replacement of curbs, gutters driveway approaches and sidewalks is significantly more than the amount that can reasonably be collected annually under the provisions of the 1982 Act. When such repairs or activities are deemed necessary, the City will consider various financing options including new or increased assessments for property owner approval. The Public`Forks Department shall authorize the operational activities and maintenance of the public street andright-of-way improvements, facilities and services that may include,but are not limited to: • Regular street sweeping services necessary to control dirt and debris on street surfaces and gutters; • Annual inspection of street surface and repair of potholes and surface cracks as needed; • Periodic slurry or overly of street surfaces and driveway approaches (typically one or the other once every five years); MunsFina&ial Page 6 1 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 • Periodic re-striping of traffic lanes, bike lanes, street parking areas, crosswalks and intersections (typically in conjunction with slurry or overly activities); • Graffiti abatement of public improvements within the street right-of-ways that are maintained by the District including but not limited to sandblasting, repainting and repair of fences,walls,barricades, sidewalks and signage as needed; • Annual inspection and periodic repair or replacement of decorative street-pavers as needed; • Annual inspection and minor repairs of curbs, gutters, driveway approaches and sidewalks including partial segment replacements as needed to ensure pedestrian and vehicle safety or the integrity of the street; • Annual inspection and periodic repair or rehabilitation of street signs and traffic control devices; • Annual inspection and repair of barricades, street-fencing, delineation or retaining walls within the street right-of-ways as needed. A portion of the services described above are not performed on an annual basis but rather on a periodic basis, such as slurry sealing or overlaying the asphalt streets, and the funds necessary for these activities are collected in installments as part of the annual assessments. The monies collected each year for these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The monies accumulated for these activities shall be spent when sufficient funds have been accumulated to perform the services deemed necessary by the City (approximately every five years). This process of accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines that such funding procedures require modification. Changes in the process of accumulating funds that would result in an increase to the annual assessment rate must be presented to the property owners for approval prior to imposing such an increase. Storm Drain and Flood Control Maintenance The storm drain and flood control system associated with the District may include but is not limited to: drainage basins and bio-filters; channelways; storm drain inlets, catch basins, manholes, outlets; drywells, pumps, filters and pipes. The storm drain system to be maintained primarily involves on-site facilities (within the District boundaries) but may also include off-site improvements such as water treatment equipment, facilities or services mandated or required by Federal, State or County regulations for water pollution control. The annual assessments for this District are intended to support a storm drain and flood control maintenance program that will adequately regulate and control storm water runoff resulting from the development of properties within the District.This maintenance program may include but is not limited to: inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and the partial replacement or rehabilitation of equipment and facilities. The storm drain and flood control system includes but is not limited to: • Approximately 175,550 square feet of drainage basin area; MuiuFinan6yal Page 7 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (yVoodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 • Twenty-four (24) inlets, outlets and manholes located throughout Tract 2525-1; • Approximately 4,965 linear feet of storm drain pipe ranging from 18 inches to 36 inches in diameter; The Public Works Department shall authorize and schedule the operational activities and maintenance of the storm drain and storm water pollution treatment infrastructure, facilities and services that may include,but are not limited to: • Cleaning of storm drain inlets, catch basins,manholes and pipes as needed; • Stencil maintenance and documentation of facilities as required by Federal, State or County regulations; • Cleaning and landscape maintenance of the drainage basins, bio-filter areas or channelways as needed; • Debris removal and pest control in and around the storm drain facilities as needed; • Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed; • Street sweeping services necessary to control debris and water flow for the storm drain system; and, • The operational costs related to NPDES compliance requirements. A portion of the services described above are not performed on an annual basis but rather on a periodic basis such as minor repairs to the storm drain inlets, catch basins and outlets, and the funds necessary for these activities are collected in installments as part of the annual assessments. The monies collected each year for these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed necessary by the City. This process of accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines that such funding procedures require modification. Changes in the process of accumulating funds that would result in an � � � increase to the annual assessment rate must be presented to the property owners for approval prior to imposing such an increase. MuimFi/Iantial Page 8 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART II - METHOD OF APPORTIONMENT A. General The 1982 Act pertnits the establishment of assessment districts by agencies for the purpose of providing for the maintenance, operation and servicing of drainage and flood control improvements as well as streets, roads and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value: `The amount of the assessment imposed on any parcel of property shall be related to the benefit to the parcel which will be derived from the provision of the service". Furthermore: The annual aggregate amount of the assessment shall not exceed the estimated annual cost of providing the service, except that the legislative body may, by resolution, determine that the estimated cost of work author',Zed ... is greater than can be conveniently raised from a single annual assessment and order that the estimated cost shall be raised by an assessment levied and collected in installments.... The revenue derived from the assessment shall not be used to pay the cost of any service other than the service for which the assessment was levied." The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices in compliance with the provisions of the 1982 Act and the California Constitution. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel. B. Benefit Analysis Each of the proposed improvements and services, and the associated costs and assessments have been carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act and the California Constitution. The street and storm drain improvements associated with this District were necessary and essential requirements for the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City General Plan. As such the ongoing operation, servicing and maintenance of those improvements would otherwise be the direct financial obligation of each individual property owner. Since each parcel to be assessed within the District could not have been developed in the absence of these improvements and facilities, each parcel has a direct investment in the proper maintenance of the improvements that is over and above any general benefits that may be conferred by such improvements and services. The ongoing maintenance and servicing of the District improvements is an integral part of the appearance, use and preservation of the properties within the District and such services Munt1'inancial Page 9 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 to be funded by annual assessments confer a particular and distinct special benefit to those parcels. The proper maintenance of streets and appurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe and efficient movement of people and goods to and from the benefiting properties Likewise, the maintenance and servicing of the storm drain system ensures proper water flow and control of excess water during periods of rain,which is essential to preservation and protection of private property. Together the maintenance and servicing of the streets and storm drain system contributes to a specific enhancement of each of the parcels within the District and the absence of adequate maintenance and servicing of the District improvements could eventually have a negative impact on properties within the District. Although the improvements may include public streets and storm drain facilities that connect to similar facilities outside the District boundaries, it is clear that the construction and installation of these improvements were only necessary for the development of properties within the District. As such, these improvements were not required nor necessarily desired by any properties or developments outside the District boundary and any public access or use of the improvements by others is incidental. Therefore, it has been determined that the ongoing maintenance, servicing and operation of the District improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District. Any improvement or portion thereof(particularly off-site storm drain facilities) that may be considered general benefit shall be funded by other revenue sources and not included as part of the special benefit assessments allocated to properties within this District. However, the costs associated with installation or improvement of any off-site facilities that benefit the parcels within this District as well as other properties (shared benefit) may be allocated to the parcels within the District based on their proportional special benefit from such improvements. C. Assessment Methodology The costs associated with the improvements and services shall be fairly distributed among' the parcels based upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution Article XIIID Section 4, each parcel's assessment may 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 District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements. The method of apportionment established for this District and described herein,rcflects the proportional special benefit each property receives from the improvements and services based on the actual or proposed land use of that parcel as compared to other properties within the District based on similarities and differences in parcel land use. Upon review of the improvements and the proposed development of properties within the District it has been determined that the residential properties receive similar special benefits MumFinanaal Page 10 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 from each of the improvements and services to be funded by annual assessments and a single zone of benefit is appropriate for the allocation of the assessments and proportional special benefit. Equivalent Benefit Units: To assess benefits equitably it is necessary to relate each property's proportional special benefits to the special benefits of the other properties within the District. The method of apportionment established for most districts formed under the 1982 Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a weighted EBU based on an assessment formula that equates the property's specific development status, type of development (land use), and size of the property, as compared to a single-family home site. Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and applied to districts that have a wide range of land use classifications (residential and non-residential use), this District is comprised of only residential properties and the following apportionment analysis of special benefit addresses only residential land uses. Not all land use types described in the following are necessarily applicable to the development of properties within this District, but are presented for comparison purposes to support the proportional special benefit applied to those land use types within the District. EBU Application by Land Use: Single-family Residential This land use is defined as a fully subdivided residential home site with or without a structure. This land use is assessed 1.0 EBU per lot or parcel. This is the base value that the other properties are compared and weighted against (i.e. Equivalent Benefit Unit"EBU"). Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. (This land use typically, includes apartments, duplexes, triplex etc., but does not generally, include condominiums, town-homes or mobilehome parks). Based on average population densities and size of the structure as compared to a typical single-family residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive similar benefits to that of a single-family residential property, it would not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-family residential units and a similar reduction in Muni inancial Page 11 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 proportional benefit is appropriate. Furthermore,it is also reasonable to conclude that as the density (number of units) increases, the proportional benefit per unit tends to decline because the unit size and people per unit usually decreases. Based on these considerations and the improvements provided by this District, an appropriate allocation of special benefit for multi-family residential properties as compared to a single-family residential is best represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units. Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both single-family residential and multi-family residential properties and for this reason are identified as a separate land use classification. Like most single-family residential properties, these properties are not usually considered rental property and generally, the County assigns each unit a separate APN or assessment number. However, condominiums and town-homes often have similarities to multi-family residential properties in that they are generally zoned medium to high density and in some cases may involve multiple units on a single APN. In consideration of these factors it has been determined that an appropriate allocation of special benefit for condominiums, town- homes and similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels with more than five units). Planned-Residential Development This land use is defined as any property for which a tentative or final tract map has been filed and approved (a specific number of residential lots and units has been identified) and the property is expected to be subdivided within the fiscal year or is part of the overall improvement and development plan for the District. This land use classification often times involves more than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the proposed or estimated residential type and units to be developed on that parcel as part of the approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that reflects the development of that property at build-out. (The E13U assigned to each parcel shall represent the combination of single-family, condominium, multi-family units to be developed). Vacant Residential This land use is defined as propertv currently zoned for residential development, but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of professional appraisers who appraise market property values for real estate in California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of a developed residential property (the average is about 25 percent). Although the assessed value of an individual property is not a direct reflection of the property's special benefit, this general correlation between land value and structure value does provide a reasonable basis for apportioning special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-family residential units typically developed per acre of land (an Munkinancial Page 12 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 average of 4 residential units per acre) an Equivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%) is derived and presents an appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of the property increases, it has been determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.0 EBU (parcels in excess of 25 acres are assigned 25.0 EBU). Parcels less than one acre shall be assigned a minimum of 1.0 EBU (similar to a vacant lot within a residential tract). Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.0 EBU. This land use classification may include but is not limited to: • Lots or parcels identified as public streets and other roadways (typically not assigned an APN by the County); • Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District.; • Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use; These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to confirm the parcels current development status. Government owned properties or public properties are not necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an exempt status. Special Cases — In many districts where multiple land use classifications are involved, there are usually one or more properties for which the standard land use classifications do not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residential property, however only a small percentage of the parcel's total acreage can actually be developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized rather than the gross acreage of the parcel. The follo`ving table provides a summary of land use classifications and the F,quivalent Benefit Unit calculations previously outlined. MuruFinancial Page 13 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 Land Uses and Equivalent Benefit Units Equivalent Property Type Benefit Units Multiplier Single-family Residential 1.00 per Unit/Lot/Parcel 0.75 per Unit for the First 50 Units Multi-family Residential 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Condominium/Town-home Units 0.75 per Unit 1.00 per Planned SF-Residential Lot 0.75 per Planned Condominium Planned-Residential Development 0.75 per Unit for the First 50 Units 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Vacant Residential Land 1.00 per Acre Exempt Parcels 0.00 per Parcel The following formula is used to calculate each parcel's EBU (proportional benefit). Parcel Type EBU x Acres or Units = Parcel EBU The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the improvements. Total Balance to Levy / Total EBU = Levy per EBU Levy per EBU x Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved MunrFinanczal Page 14 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments. As part of the District formation, the notice and assessment ballots presented to the property owners for approval, included a maximum assessment amount for fiscal year 2005/2006 (initial maximum assessment),identification of the corresponding maximum assessment rate and a summary of the Assessment Range Formula described herein. The Assessment Range Formula for this District shall be applied to the future assessments and is generally defined: • If the proposed annual assessment (levy per EBL>) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment. • The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for fiscal year 2007/2008 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. Beginning in the second fiscal year(fiscal year 2006/2007) and each fiscal year thereafter, the Maximum Assessment Rate will be recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. Any proposed annual assessment (rate per EBL less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessment,even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,modifications to the method of apportionment that increase the proportional special benefit assigned to a particular land use classification would be considered an increased assessment. Conversely, reductions in the proportional special benefit assigned to a land use classifications is permitted. Changes in land use or size of an individual property resulting in an assessment increase,is not considered an increased assessment. To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of the California Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and Pae 15 MimtT'inanczal X Cite of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Lew Report Fiscal Year 2008/2009 property owner protest balloting. Property owners through the balloting process must approve a proposed new or increased assessment before such an assessment may be imposed. As part of the District formation, property owners shall be balloted for a special benefit assessment necessary for the annual operation and maintenance of the District improvements. Although this Report establishes an assessment amount for each of the existing properties within the District and this amount is used to determine if majority protest exists in the ballot tabulation, these assessments are based on the initial maximum assessment rate and method of apportionment described in this Report. The notice and ballot presented to the property owners identifies the initial maximum assessment rate and the Assessment Range Formula described above and is the basis upon which the property owners cast their ballots. MunrFilia&ial Page 16 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Lev-y Report Fiscal Year 2008/2009 PART III - DISTRICT BUDGET Total 2008/09 2007/08 Budget Items Budget Assessmen Assessmen t t IRECT COSTS Streets &Roads Annual Inspection&Maintenance:Street Surfaces $ 4,340 $ 1,085 $ 1,054 _annual Inspection&'Maintenance:Curbs,Gutters,Approaches&Sidewalks 3,103 776 753 Annual Inspection&Maintenance:Signs,Barricades&Other Right-of-Way Facilities 94 23 23 Mechanized Cleaning&Sweeping:Streets 1,570 392 381 Collection for Periodic Street Surface Activities:Slurry Seal,Overlay,Non-Asphalt Repairs 50,886 14,405 12,351 Collection for Periodic Street Re-striping 67 20 16 Collection for Periodic Repair Activities: Curbs,Gutters,Approaches&Sidewalks 1,477 400 359 Total Annual Funding:Streets $61,537 $ 17,102 $ 14,936 Storm Drain Improvements Annual Inspection&'\Iaintenance:Drainage Basins and/or Channelways $ 30,737 $ 7,684 $ 7,461 Annual Inspection, Maintenance & Cleaning: Inlets, Catch Basins, Manholes, Outlets & 333 83 81 Drywells Annual Inspection&Maintenance:Storm Drain Pipes 985 246 239 Collection for Periodic Debris Removal,Rehabilitation&Repairs:Basin&Channelway Surfaces 4,521 1,130 1,097 Collection for Periodic Repairs&Rehabilitation:Storm Drain Infrastructure 1,000 250 243 Total Annual Funding: Storm Drain Improvements $ 37,575 $ 9,394 $ 9,120 MINISTRATION EXPENSES Annual Administration Expenses City Annual Administration&Overhead $ 10,316 $ 10,316 $ 10,016 Professional Fees&Services 3,373 3,373 3,275 County-administration Fee 290 290 61 1liscellaneous Administration Expenses 344 344 334 Total Annual Administration Costs $ 14,324 $ 14,324 $ 13,686 LEVY ADJUSTMENTS Reserve Fund Collection/(Transfer) $ 3,60901$ - $ 1,887 General Benefit(Contribution) 0 0 Revenues from Other Sources (Contribution) 0 0 0 Total Levy Adjustments $ 3,609 $ - 1$ 1,887 BALANCE TO LEVY $117,046 $40,819 $ 39,629 ISTRICT STATISTICS Total Parcels 151 151 Parcels Levied 145 145 Total EBU 231.75 231.75 Levy per EBU $ 176.14 $ 171.00 Maximum Levy per EBU $ 545.21 $ 529.33 FUND BALANCE INFORMATION Operating Reserve Fund-Beginning Balance $ 15,897 Operating Reserve Fund Collections/(Transfers) - Estimated Ending Reserve Balance $ 15,897 Improvement Fund-Beginning Balance $ 97,189 Improvement Fund Collection-From Periodic Maintenance Collections 16,205 Estimated Ending Capital Improvement Project(CIP)Balance $113,394 Estimated Ending Fund Balance(Reserves&CIP) 1 1$129,291 The proposed Maximum Assessment per EBU shown above is based on the cost of providing the District improvements and does not include any other assessments or charges imposed on the properties. The maximum assessments increased by 3.0%from the 2007/2008 fiscal year. MuntEinancial Page 17 City of Atascadero Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) Engineer's Annual Levy Report Discal Year 2008/2009 PART IV - DISTRICT DIAGRAMS The parcels within the Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) consist of the lots, parcels and subdivisions of land located in the planned residential development known as Las Lomas (Woodridge), Tract 2525-1. The District covers approximately one hundred twenty-v,vo acres (121.65 acres)in the southeast portion of the City of Atascadero. The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis Obispo County Assessor's information and identifies the parcels of land within the proposed District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The maximum assessment rate, assessment range formula and the proposed assessment amount for each of the existing parcels within the District as described herein, shall be presented to the property owners of record for approval or protest in accordance with the provisions of the California Constitution. Muni irrancial Page 18 r 4 ci I '. oil City of Atascadero Street and Storm Drain Maintenance District No. 02 (Las Lomas) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART V - ASSESSMENT ROLL Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas, right- of-ways,common areas;landlocked parcels, small parcels vacated by the County,bifurcated lots,and any other property that can not be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore,if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following is a list of the parcels and proposed assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein: MumFinaneial Page 20 City of Atascadero Street and Storm Drain Maintenance District No. 02 (Las Lomas) Engineer's annual Levy Report Fiscal Year 2008/2009 ADDRESSAPPLIED APN NAME 045-311-011 WOODLANDS ATASCADERO LLC 62.5 176.14 11,008.76 545.21 045-311-012 ATASCADERO TOWNHOMES LLC 26.25 176.14 4,623.68 545.21 045-312-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-020 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-021 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-022 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-023 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-024 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-025 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-026 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-027 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-028 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-029 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-030 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-031 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-032 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-033 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-034 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-035 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-036 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-037 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-038 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-039 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-040 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-041 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-042 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-043 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-312-044 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-045 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-046 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-047 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 Mun,ff'inarrcial Page 21 City of Atascadero Street and Storm Drain Maintenance District No. 02 (Las Lomas) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 045-312-048 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-049 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-050 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-051 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-052 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-053 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-054 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-055 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-312-056 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-001 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-002 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-003 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-004 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-005 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-006 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-007 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-008 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-009 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-010 ATASCADERO VENTURES LLC ALONDRA 1.0 176.14 176.14 545.21 045-313-011 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-012 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-013 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-014 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-015 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-016 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-017 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-018 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-019 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-020 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-313-021 ATASCADERO VENTURES LLC A DE LLC 1.0 176.14 176.14 545.21 045-314-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-020 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-021 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 MimzFznancial page 77 City of Atascadero Street and Storm Drain Maintenance District No. 02 (Las Lomas) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax RATE 045-314-022 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-023 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-024 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-025 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-026 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-027 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-028 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-029 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-030 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-031 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-032 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-314-033 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-020 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-021 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-022 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-023 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-024 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-025 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-026 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-027 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-028 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-029 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-030 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-031 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-032 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 045-315-033 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 176.14 176.14 545.21 Summary Fields Totals EBU Count 231.75 N Count 145.00 Charge Total $ 40,820.46 Slight variance due to rounding MimrFinancial Pine 23 CITY OF ATASCADERO ENGINEER'S ANNUAL LEVY REPORT FOR LANDSCAPING AND LIGHTING DISTRICT NO. 02 (LAS LOMAS) FISCAL YEAR 2008/2009 ATASCADERO LANDSCAPING AND LIGHTING DISTRICT NO. 02 (LAS LOMAS) Intent Meeting: April 22, 2008 Public Hearing: May 27, 2008 niFinancial Corporate Office: Office Locations: 27368 Via Industria Lancaster, CA Orlando, FIL Suite 110 Oakland, CA Seattle, WA N - Temecula, CA 92590 Sacramento, CA Memphis, f Tel: (951) 587-3500 Phoenix, AZ Tel: (800) 755-MUNI (6864) Fax: (951) 587-3510 www.muni.com ENGINEER'S REPORT AFFIDAVIT Atascadero Landscaping and Lighting District No. 02 (LAS LOMAS) The District includes the parcels of land within the residential subdivision known as Las Lomas, Tract 2525-1 City of Atascadero, County of San Luis Obispo, State of California This Report and the enclosed budget, assessments, descriptions, and diagrams describe Landscaping and Lighting District No. 02 (Las Lomas) and include each lot, parcel, and subdivision of land within said District, as the same existed at the time of the passage of die 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 Cite Council. Dated this l day of L 2008. \Iunirinancial Assessment Engineer On Behalf of the City of Atascadero By. k. Adina Vazquez Project Manager By: Richard Kopeck-y NO.W42 R. C. E. # 16742 TABLE OF CONTENTS INTRODUCTION......................................................................................................1 PART I — PLANS AND SPECIFICATIONS............................................................4 A. Description of the District......................................................................................4 B. Description of Improvements and Services....................................................4 PART II—METHOD OF APPORTIONMENT.....................................................8 A. General............................................................................................................................8 B. Benefit Analysis ...........................................................................................................8 C. Assessment Methodology......................................................................................10 D. Assessment Range Formula.................................................................................14 PART III —DISTRICT BUDGET...........................................................................16 PART IV—DISTRICT DIAGRAMS........................................................................17 PART V—ASSESSMENT ROLL.............................................................................19 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 INTRODUCTION Pursuant to the provisions of the Landscaping and Labhtingct of 7972, heing Part 2 of Division 75 of the California Streets and Highways Code, coinrnencing with Section 22500 (hereafter referred to as the "1972 Act"), and in compliance with the substantive and procedural requirements of the California State Constitution Arlicle XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), has executed the proceedings required for the establishment of the special benefit assessment district designated as: Landscaping and Lighting District No. 02 (Woodridge) (hereafter referred to as the "District"), which includes the lots and parcels of land within the residential subdivision known as Woodridge, Tract 2525-1 within the City limits of Atascadero. This Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the levy and collection of annual assessments related thereto for fiscal year 2008/2009, as required pursuant to Chapter 1,article 4 of the 1972 Act. The City Council formed the District, and provided for the levy and collection of annual assessments on the County tax rolls to provide ongoing funding for the costs and expenses required to service and maintain the landscaping and lighting improvements associated with and resulting from the development of properties within the District. The improvements to be provided by the District and the assessments described herein are made pursuant to the 1972 Act and the substantive and procedural provisions of the Article XIIID. This Report describes the District, the improvements, and the assessments to be levied against properties in connection with the special benefits the properties will receive from the maintenance and servicing of the District improvements. The formation of this District and the annual assessments will provide a funding source (annual assessments) for the continued operation and maintenance of public landscaping and lighting improvements installed in connection with the development of properties within the District. The improvements and assessments described in this Report are based on the planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to maintain and service the improvements. The boundaries of the District , the proposed improvements, the method of apportionment, and assessments described herein are based on current development plans and specifications for Tract 2525-1; and by reference these plans and specifications are made part of this Report. The word "parcel," for the purposes of this Report, refers to an individual property assigned its own Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The MumFinancial Page 1 City of Atascadero Landscaping and Lighting District No. 02 (\Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 San Luis Obispo County Auditor/Controller uses assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. As part of this District formation, the City of Atascadero conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Constitution,Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments and written protests regarding the formation of the District and levy of assessments. Upon conclusion of the public hearing, property owner protest ballots received were opened and tabulated to determine whether majority protest existed (ballots were weighted based on assessment amounts), and by resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots indicated that majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein; therefore, the City Council approved the Report (as submitted or amended), ordered the formation of the District, and approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each parcel. Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City Council describing the District any changes to the District or improvements and the proposed budget and assessments for that fiscal year and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment to an individual property resulting from changes in development or land use does not constitute an increased assessment. This Report consists of five (5) parts: Part I Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. The District has a single benefit zone encompassing the properties within the territory identified as the residential subdivision of Woodridge, Tract 2525-1. Part II The Method of Apportionment: A discussion of benefits the improvements and services provide to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula that provides for an annual adjustment to the maximum assessment rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings. MluuPinantial Page 2 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 Part III The District Budget: An estimate of the annual costs to operate, maintain and service the landscaping and lighting improvements and facilities installed and constructed as part of the development of properties within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments are based on the overall operation costs minus any costs that are considered general benefit. The proposed assessments for the first fiscal year (2005/2006), and each subsequent year shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year as well as funds to be collected in installments to perform maintenance activities that cannot be reasonably collected in a single fiscal year's assessments. The maximum assessment (Rate per Equivalent Benefit Unit) approved in fiscal year 2005/2006 established the initial maximum assessment for the District and shall be adjusted annually by the Assessment Range Formula described in the method of apportionment. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes the parcels that will receive special benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of the parcels as shown on the San Luis Obispo County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the San Luis Obispo County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. Part V Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel within the District for the fiscal year 2008/2009. The proposed assessment amount for each parcel is based on the parcel's proportional special benefit as outlined in the method of apportionment and the proposed initial maximum assessment rate. MumF'ina&ial Page 3 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART I - PLANS AND SPECIFICATIONS A. Description of the District The territory within the District consists of the lots, parcels and subdivisions of land within the proposed residential subdivision known as the Woodridge, Tract 2525-1, which encompasses an area of land totaling approximately one hundred twenty-two acres. This residential subdivision is planned to include one hundred forty-three (143) single- family residential units; thirty-five (35) condominium/senior housing units; and a single one hundred (100) unit multi-family residential project at build-out. The planned subdivision is situated in the southeast portion of the City of Atascadero and is generally located: • South and east of Halcon Road; • East of Highway 101 and El Camino Real • South and west of the Southern Pacific Railroad Tracks; and • North of Salinas Road and Santa Cruz Road The parcels within the District at the time this Report was prepared are identified by the San Luis Obispo County Assessor's Office as parcel numbers: 045-311-001; 045-401- 015;045-401-016;045-411-001; and 045-412-001. B. Description of Improvements and Services Improvements and Services Permitted Pursuant to the 1972 Act As generally defined by the 1972 Act and applicable to this District, the improvements and associated assessments may include one or more of the following: 1) The installation or planting of landscaping; 2) The installation or construction of statuary, fountains, and other ornamental structures and facilities; 3) The installation or construction of public lighting facilities including, but not limited to street lights and traffic signals; 4) 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, 5) The installation of park or recreational improvements, including, but not limited to, all of the following: MumuFinancial Page 4 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks,and drainage. b) Lights,playground equipment,play courts,and public restrooms. 6) The acquisition of land for park,recreational, or open-space purposes or any existing improvement otherwise authorized pursuant to this section. 7) The maintenance or servicing, of any of the foregoing including the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement including but not limited to: a) Repair,removal, or replacement of all or any part of any improvements; b) Grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; c) Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; d) The removal of trimmings,rubbish, debris, and other solid waste; e) The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti; Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; g) Water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. 8) Incidental expenses associated with the improvements including,but not limited to: a) The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; b) The costs of printing, advertising, and the publishing, posting and mailing of notices; c) Compensation payable to the County for collection of assessments; d) Compensation of any engineer or attorney employed to render services; e) Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; Costs associated with any elections held for the approval of a new or increased assessment. General Description of the Improvements The purpose of this District is to ensure the ongoing maintenance, operation and servicing of local landscaping and street lighting improvements established or installed in connection with development of properties within the District.The improvements may consist of all or MuurFinamial Page 5 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Lew Report Fiscal Year 2008/2009 a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District (Tract 2525-1). These improvements generally include, but are not limited to the materials, equipment, utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and other designated easements or right-of-ways constructed and installed as part of the development plans and agreements approved for the development of each lot and parcel within the District. The improvements to be maintained and funded entirely or partially through the District assessments are generally described as: • Streetscape landscaping including trees located on the interior streets of Tract 2525-1 that are within the public right-of-ways or easements and dedicated to the City, for maintenance; • Open space areas and fuel modification areas within or adjacent to the District boundaries; • Recreational areas, equipment, trails and landscaped drainage facilities developed and constructed as part of developing properties within Tract 2525-1; • Public lighting facilities including street lighting, safety lighting and ornamental lighting installed as part of the residential development or landscaped improvements; • Appurtenant facilities, equipment, materials and utilities related to the aforementioned improvements; • Specifically not included as District improvements are those improvements located on private property, improvements and facilities that may be provided or maintained by an agency other than the City;improvements and facilities that may be provide by another assessment or tax levied by the City or any improvement provided and maintained by a Homeowner's Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. Those portions of the District improvements that may be identified as general benefit or will be funded in whole or in part by other revenue sources as part of the approved development agreements, will not be included as part of the District assessments. The net annual cost to provide and maintain the improvements determined to be of special benefit shall be allocated to each property in proportion to the special benefits received. Landscape Improvements The landscape improvements for the District may include, but are not limited to turf, ground cover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the landscape easements or public right-of-ways. Specifically the landscape improvement areas for this District are identified as: MunFinazeial Page 6 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 • Approximately 34,420 square feet of streetscape landscaping and trees within the public right-of-ways along or adjacent to Halcon Road, Calle Milano, Via Cielo and Eliano Street including but not limited to approximately 27,200 square feet of parkway landscaping and 7,220 square feet of median landscaping; • Approximately 220, 850 square feet (5.07 acres) of landscaped slope areas within the District boundaries and adjacent to the residential properties, open space areas, drainage basins and streets of Tract 2525-1; • Approximately 175,550 square feet (4.03 acres) of landscaped area in and around the two (2) drainage basins within Tract 2525-1. • Approximately 1,981,980 square feet of non-irrigated open space area within the boundaries of the District and associated with the development of the residential properties within Tract 2525-1; • Approximately 225 street trees located within the public right-of-ways of the streets within Tract 2525-1 including but not limited to Calle Milano, Via Cielo, Eliano Street,Avion Road,Azor Lane and Alcotan Lane; • Approximately 1,910 square feet of paths and trails, 45,265 square feet sidewalks and 6,100 linear feet of fencing within and adjacent to the various landscape improvement areas; Public Lighting Improvements The lighting improvements may include but are not limited to the cost of providing electrical energy and servicing of lighting fixtures, poles, meters conduits, electrical cable and associated appurtenant facilities associated with: • There are five (5) public streetlights currently planned for Tract 2525-1. These streetlights are located on Calle Milano between Halcon Road and Eliano Street (The entryway to the residential properties within the District); • Lighting facilities may also include but are not limited to safety lights, security lights or ornamental lights located within the various landscape improvement areas installed as part of the District's landscape improvements. MumFinancial Page 7 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Discal Year 2008/2009 PART II - METHOD OF APPORTIONMENT A. General 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 of these 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 b_y each such lot or parcel from the improvements." The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act and the provisions of the Article XIIID. The formulas used for calculating assessments reflects the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel. 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 1972 Act and Article XIIID. The improvements provided by this District and for which properties will be assessed 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 development plans and applicable portions of the City General Plan. 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 a distinct and special benefit to the properties within the District. Any improvement or portion thereof that is considered to be of general benefit shall be funded by other revenue sources and not included as part of the special benefit assessments allocated to properties within the District. Special Benefit The method of apportionment (method of assessment) established herein is based on the premise that each assessed parcel within the District receives special benefits from the improvements and the desirability and security of those properties is enhanced by the Muni inancial Page 8 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 presence of public lighting and well-maintained landscaping in close proximity to those properties. The special benefits associated with landscape improvements are specifically: • Enhanced desirability of properties through association with the improvements. • Improved aesthetic appeal of properties providing a positive representation of the area and properties. • Enhanced adaptation of the urban environment within the natural environment from adequate green space and landscaping. • Environmental enhancement through improved erosion resistance, dust and debris control, and fire prevention. • Increased sense of pride in ownership of property within the District resulting from well-maintained improvements associated with the properties. • Enhanced quality of life through well-maintained green space and landscaped areas. • Reduced criminal activity and property-related crimes (especially vandalism) against properties in the District through well-maintained surroundings and amenities including abatement of graffiti. • Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise. The special benefits of street lighting and other public lighting facilities are the convenience, safety,and security of property,improvements,and goods. Specifically: • Enhanced deterrence of crime and the aid to police protection. • Increased nighttime safety on roads, streets and public areas. • Improved ability of pedestrians and motorists to see. • Improved ingress and egress to property. • Reduced vandalism and other criminal act and damage to improvements or property. • Improved traffic circulation and reduced nighttime accidents and personal property loss. The preceding special benefits contribute to the esthetic value and desirability of each of the assessed parcels within the District and thereby provide a special enhancement of the properties. Furthermore,it has been determined that the lack of funding to properly service and maintain the District improvements would have a negative impact on the properties within the District. General Benefit In reviewing each of the District improvements, the proximity of those improvements to both properties within the District and those outside the District as well as the reasons for MuniFinancial Page 9 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 installing and constructing such improvements, it is evident that the improvements with exception of some of the open space areas have been installed solely as a result of developing the residential properties within the District and the ongoing maintenance and operation of those improvements directly effect the properties within the District. Although the improvements include public areas, easements, right-of-ways and other amenities available or visible to the public at large, the construction and installation of these improvements (except portions of the open space areas) were only necessary, for the development of the residential properties within the District and were not required nor necessarily desired by any properties or developments outside the District and any public access or use of the improvements by others is incidental.Therefore,it has been determined that the ongoing maintenance, servicing and operation of those improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District. With respect to the open space areas, these areas are an integral part of property development within the District and clearlyprovide a direct and special benefit those properties. However, it is also p p p p recognized that the majority of this open space area is located on the perimeter of the District and is directly accessible from surrounding properties and the public at large. Therefore it has been determined that up to twenty-five percent (25%) of the costs to maintain this area shall be allocated as general benefit and not assessed as part of the District's special benefit assessments. C. Assessment Methodology The method of apportionment for the District calculates the receipt of special benefit from the respective improvements based on the actual or proposed land use of the parcels within the District. The special benefit received by each lot or parcel is equated to the overall land use of parcels within the District based on the parcel's actual land use or proposed development. The costs associated with the improvements shall be fairly distributed among the residential properties urithin the District based upon the special benefit received by each parcel. Additionally,in compliance with Article XIIID Section 4, each parcel's assessment may 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 District as well as the proposed land use of each property as compared to other parcels that benefit from those specific improvements. To identify and determine the special benefit to be received by each parcel and their proportionate share of the improvement costs it is necessary to consider the entire scope of the planned improvements as well as individual property development within the District. Upon review of the proposed improvements it has been determined that each of the residential parcels within the District receives special benefits from the improvements to be funded by annual assessments and based on the planned property development a single zone of benefit is appropriate for the allocation of the assessments and proportional benefit. MumFriaancial Page 10 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 Equivalent Benefit Units: To assess benefits equitably it is necessary to relate each property's proportional special benefits to the special benefits of the other properties within the District. The method of apportionment established for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an Equivalent Benefit Unit methodology that uses the single-family home site as the basic unit of assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses arc converted to a weighted EBU based on an assessment formula that equates the property's specific development status, type of development (land use), and size of the property, as compared to a single-family home site. Although the E uivalent Benefit Unit method of apportioning special benefit is most g q pp g p commonly used and applied to districts that have a wide range of land use classifications (residential and non-residential use), this District is comprised of only residential properties and the following apportionment analysis of special benefit addresses only residential land uses. Not all land use types described in the following are necessarily applicable to the development of properties within this District, but are presented for comparison purposes to support the proportional special benefit applied to those land use types within the District. Single-family Residential This land use is defined as a fully subdivided residential home site with or without a structure. This land use is assessed 1.00 EBU per lot or parcel. This is the base value that the other properties are compared and weighted against regarding special benefit. Multi-family Residential This land use is defined as a fully subdivided residential parcel that has more than one residential unit developed on the property. (This land use typically includes apartments, duplexes, triplex etc., but does not generally include condominiums, town-homes or mobile home parks). Based on average population densities and size of the structure as compared to a typical single-family residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources: Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering "Treatment, Disposal, Reuse, Third Edition). These various studies indicate that mostp p ublic improvements and infrastructure are utilized and impacted at reduced levels by multi-family residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also reasonable to conclude that as the density (number of units) increases, the proportional benefit per unit tends to decline because the unit size and people per unit usually decreases. Based on these considerations and the improvements provided by this District, an appropriate allocation MuruYinancial Page 11 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 of special benefit for multi-family residential properties as compared to a single-family residential is best represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units. Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both single-family residential and multi-family residential properties and for this reason are identified as a separate land use classification. Like most single-family residential properties, these properties are not usually considered rental property and generally, the County assigns each unit a separate APN or assessment number. However, condominiums and town-homes often have similarities to multi-family residential properties in that they are generally zoned medium to high density and in some cases may involve multiple units on a single APN. In consideration of these factors it has been determined that an appropriate allocation of special benefit for condominiums, town- homes and similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels with more than five units). Planned-Residential Development — This land use is defined as any property for which a tentative or final tract map has been filed and approved (a specific number of residential lots and units has been identified) and the property is expected to be subdivided within the fiscal year or is part of the overall improvement and development plan for the District. This land use classification often times involves more than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the proposed or estimated residential type and units to be developed on that parcel as part of the approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that reflects the development of that property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family, condominium, multi-family units to be developed). Vacant Residential This land use is defined as property currently zoned for residential development, but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of professional appraisers who appraise market property values for real estate in California, the land value portion of a property typically ranges from 20 to 30 percent of the total value of a developed residential property (the average is about 25 percent). Although the assessed value of an individual property is not a direct reflection of the property's special benefit, this general correlation between land value and structure value does provide a reasonable basis for apportioning special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-family residential units typically developed per acre of land (an average of 4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre MuruFiiramial Page 12 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 (4units per acre x 25/) is derived and presents an appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of the property increases, it has been determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00 EBU). Parcels less than one acre shall be assigned a minimum of 1.00 EBU (similar to a vacant lot within a residential tract). Exempt Parcels This land use identifies properties that arc 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 (typically not assigned an APN by the County); • Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District; • Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use; These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to confirm the parcels' current development status. Government owned properties or public properties are not necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an exempt status. Special Cases In many districts where multiple land use classifications are involved, there are usually one or more properties for which the standard land use classifications do not accurately identify the special benefits received from the improvements. For example, a parcel may be identified as a Vacant Residentialproperty, however onl a P � p Y Y small percentage of the parcel's total acreage can actually be developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized rather than the gross acreage of the parcel. The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations previously outlined. Mun,Vnanczal Page 13 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 Land Uses and E uivalent Benefit Units Equivalent Property Type Benefit Units Multiplier Sin le-family Residential 1.00 per Unit/Lot/Parcel 0.75 per Unit for the First 50 Units Multi-family Residential 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Condominium/Town-home Units 0.75 per Unit 1.00 per Planned SF-Residential Lot 0.75 per Planned Condominium Planned-Residential Development 0.75 per Unit for the First 50 Units 0.50 per Unit for Units 51-100 0.25 per Unit for all remaining units Vacant Residential Land 1.00 per Acre Exempt Parcels 0.00 per Parcel The following formula is used to calculate each parcel's EBU (proportional benefit). Parcel Type EBU x Acres or Units = Parcel EBU The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the improvements is established by taking the total cost of the improvements and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the improvements. Total Balance to Levy / Total EBU = Levy per EBU Levy per EBU x Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation). MunlFinancial Page 14 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments. As part of the District formation, the notice and assessment ballots presented to the property owners for approval included a maximum assessment amount for fiscal ,year 2005/2006 (initial maximum assessment),identification of the corresponding maximum assessment rate and a summary of the Assessment Range Formula described herein. The Assessment Range Formula for this District shall be applied to future assessments and is generally defined: • If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment. • The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for fiscal year 2005/2006 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 Maximum Assessment rate was increased by the change in the CPI or 3.2% for fiscal year 2008/2009. Beginning in the second fiscal year(fiscal year 2006/2007) and each fiscal year thereafter, the Maximum Assessment Rate will be recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. Any proposed annual assessment (rate per EBI) less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessment, even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,modifications to the method of apportionment that increase the proportional special benefit assigned to a particular land use classification would be considered an increased assessment. Conversely, reductions in the proportional special benefit assigned to a land use classifications is permitted. Changes in land use or size of an individual property resulting in an assessment increase,is not considered an increased assessment. To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of Article XIIID Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners through the balloting process must approve a proposed new or increased assessment before such an assessment may be imposed. Munkinan6ial Page 15 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Leve Report Fiscal Year 2008/2009 PART III - DISTRICT BUDGET Total General Special Benefit 2008/09 2007/08 BUDGET ITEM Budget Benefit Assessment Assessment Assessment ANNUAL MAINTENANCE(DIRECT COSTS) Parkway maintenance $ 10,464 $ - $ 10,464 $ - $ 2,616 Slope Alaintenanec 79,836 79,836 25,680 19,959 Median Maintenance 2,914 - 2,914 - 729 Park&Open Space maintenance 92,074 6,503 85,571 85,571 21,393 Tree Ni faint 3,732 12 3,720 3,720 930 Landscape L lics(Water/Iileetrici y) 47,554 47,554 11,889 Streetlight\laintenance and Fnergy 969 - 969 - 243 MisccllancousMatcrials&I?yuipment 4,730 163 4,567 4,567 1,142 Total Landscaping&Lighting Maintenance $ 242,273 $ 6,678 $ 235,595 $ 119,538 $ 58,901 Collection For Future Rehabilitation/Replacements Parkway Rehabilitation/Replacement $ 646 $ - $ 646 $ 646 $ 162 Slope Rehabilitation/Replacement 3,754 - 3,754 3,754 939 median Rehabilitation/Replacement 138 - 138 138 35 Park&Open Space Rehabilitation/Replacement 4,376 312 4,064 4,064 1,016 Trec Rehabilitation/Replacement 5,842 9 5,834 5,834 1,459 Streetlight Rehabilitation/Replacement 95 - 95 95 24 Total Capital Improvement/Rehabilitation Fund $ 14,851 $ 321 $ 14,531 $ 14,531 $ 3,635 DMINISTRATION Cite Administration Overhead $ 19,382 $ 534 $ 18,848 $ 18,848 $ 18,848 professional Dees-for Admin 3,679 - 3,679 3,679 3,679 County!Administration Fee 61 - 61 61 61 \lisccllancous Administration Expenses 231 5 226 226 226 Total Administration $ 23,353 $ 539 $ 22,814 $ 22,814 $ 22,814 Total Costs&Expenses $ 280,477 $ 7,538 $ 272,940 $ 156,883 $ 85,350 LEVY ADJUSTMENTS Reserve Fund Collection/f Transfer) $ (3,768) $ (3,768) $ - $ - $ (85,350) General Benefit(Contribution) 3,769 3,769 - - otal Lew Adjustments $ 7,537 $ 7,537 $ - $ - 1___±85,3 50 BALANCE TO LEVY $ 272,940 $ $ 272,940 $ 156,883 $ - ISTRICT STATISTICS Total Parcels 151 151 Parcels Lcvied 145 145 Total HBU 231.75 231.75 Levy per EBU $676.95 $0.00 Maximum Levy per EBU $1,353.90 $1,314.47 FUND BALANCE INFORMATION Beginning Resen-e Balance $ 145,607 Reserve Fund Collection/f transfer) $ 3,768 I?stimated Fnding Reserve Balance $ 141,839 Beginning CIf'Balance 44,553 ('11)Fund Collections 14,851 Fstimated 1?nding CIp Balance $ 59,404 Estimated Ending Fund Balance Reserves&CIP $ 201,24371 The proposed Maximum Assessment per EBU shown above is based on the cost of providing the District improvements and does not include any other assessments or charges imposed on the properties. The maximum assessment increased by 3.0% from the 2007/2008 fiscal year. It has been determined that up to 25%of the costs associated with the open space area within the District provides a general benefit to surrounding properties and this portion of the maintenance costs is not included in the special benefit assessments. This is reflected in the budget as a general benefit contribution. Due to delays in the construction and acceptance of improvements, the District has excess reserves. At a meeting with property owners it was decided that a credit will be applied to the Fiscal Year 2007/08 levy using excess funds. Mu,a-,Yinancial Page 16 Cin-of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 PART IV - DISTRICT DIAGRAMS The parcels within the Landscaping and Lighting District No. 02 (Woodridge) consist of the lots, parcels and subdivisions of land located in the planned residential development known as Woodridge, Tract 2525-1. The District covers approximately one hundred twenty-two acres (121.65 acres) in the southeast portion of the City of Atascadero. The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis Obispo County Assessor's information and identifies the original parcels of land within the District. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. The magnum assessment rate,assessment range formula and the assessment amount for each of the existing parcels within the District as described herein, were presented to the property owners of record and approved in accordance with the provisions of the California Constitution. MuniFinancial Page 17 00 o� r v A to A wz a, r F A A ' zz � - � n uf X. "t a City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Lcvy Report Fiscal Year 2008/2009 PART V - ASSESSMENT ROLL it Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas,right- of-ways,common areas;landlocked parcels,small parcels vacated by the County,bifurcated lots,and any other property that can not be developed or has little or no value. These types of parcels arc considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following is a list of the parcels and proposed assessment amounts for each of the parcels within the District as determined by the assessment rates and method of apportionment described herein: Munff'inanaal Pale 19 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 ADDRESSAPN NAME •. 045-311-011 WOODLANDS ATASCADERO LLC 62.5 676.96 42,309.38 1,353.90 045-311-012 ATASCADERO TOWNHOMES LLC 26.25 676.96 17,769.94 1,353.90 045-312-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-020 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-021 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-022 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-023 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-024 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-025 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-026 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-027 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-028 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-029 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-030 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-031 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-032 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-033 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-034 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-035 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-036 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-037 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-038 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-039 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-040 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-041 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-042 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-043 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-312-044 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-045 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-046 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-047 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-048 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 MumFina&ial Page 20 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 APN NAME ADDRESS EBU APPLIED CHARGE Max Tax •.- 045-312-049 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-050 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-051 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-052 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-053 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-054 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-055 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-312-056 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-001 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-002 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-003 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-004 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-005 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-006 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-007 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-008 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-009 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-010 ATASCADERO VENTURES LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-313-011 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-012 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-013 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-014 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-015 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-016 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-017 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-018 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-019 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-020 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-313-021 ATASCADERO VENTURES LLC A DE LLC 1.0 676.96 676.96 1,353.90 045-314-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-020 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-021 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-022 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 MumFina&ial Page 21 City of Atascadero Landscaping and Lighting District No. 02 (Woodridge) Engineer's Annual Levy Report Fiscal Year 2008/2009 REPORTAPN NAME ADDRESS EBU APPLIED CHARGE Max Tax 045-314-023 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-024 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-025 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-026 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-027 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-028 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-029 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-030 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-031 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-032 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-314-033 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-001 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-002 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-003 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-004 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-005 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-006 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-007 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-008 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-009 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-010 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-011 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-012 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-013 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-014 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-015 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-016 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-017 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-018 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-019 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-020 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-021 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-022 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-023 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-024 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-025 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-026 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-027 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-028 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-029 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-030 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-031 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-032 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 045-315-033 TRIMARK PACIFIC-LA TERRAZA LLC ALONDRA 1.0 676.96 676.96 1,353.90 Summary Fields Totals PN Count: ' 145 EBB Total: 231.75 Charge Total $156,884.60 Slight variance due to rounding MimrFinancial Page 22 ITEM NUMBER: C-1 DATE: 5/27/07 X199779 Atascadero City Council Staff Report - Community Development Department Staff Authorization to Process General Plan Amendment and Annexation Application Eagle Ranch Specific Plan PLN 2008-1280 / GPA 2008-0022 / SP 2008-0002 / ZCH 2008-0150 (Eagle Ranch, LLC / RRM Design Group) RECOMMENDATIONS: 1. The City Council may direct staff to process the project application by adopting Draft Resolution A. This action would include directing staff to return to the City Council for a Specific Plan project process; OR 2. The City Council may withhold authorization for staff to process the project application by adopting Draft Resolution B. Withholding authorization for staff to process the application does not deny the application. ITEM NUMBER: C-1 DATE: 5/27/07 DISCUSSION: Background: The Eagle Ranch is an undeveloped 3,450± acre area located on Atascadero's southern boundary. The majority of the site is part of the Historic Atascadero Colony and is believed to contain approximately 450± undeveloped colony lots and a network of un-built colony roads. The area has been used historically for ranching and agricultural purposes and includes numerous structures that were used for these purposes. The site is characterized by sloping, oak covered hillsides and many areas with extremely steep, mountainous terrain. Other unique features of Eagle Ranch include the headwaters of Atascadero Creek which originate on the ranch. View of Eagle Ranch ITEM NUMBER: C-1 DATE: 5/27/07 The City's 2002 General Plan identifies the Eagle Ranch property as a future master plan area to include reconfiguration/clustering of existing colony lots and roadways, resort facilities, and inclusion of public open space, conservation easements, trails, and recreation areas, prior to annexation into the City (see following policies). The General Plan requires that a Specific Plan be approved by the City to provide a comprehensive development plan for the property that addresses issues including: • Clustering of colony lots • Public facilities • Circulation facilities • Parks • Open space • Conservation easements • Resort facilities • Fiscal analysis of service costs General Plan Policies related to Eagle Ranch LOC 1.2.8. Cooperate with LAFCO and the County to incorporate the Eagle Ranch into the City's Sphere of Influence for eventual annexation. LOC 1.2.9. It is the City's position,that Eagle Ranch shall be developed within the City and any development of the site prior to annexation will be opposed. LOC 1.2.10. Prior to the annexation of Eagle Ranch a Specific Plan shall be approved by the City which will provide a comprehensive development plan for the property that address issues including, clustering of Colony lots, public facilities, circulation facilities, parks, open space, conservation easements, and a fiscal analysis of service costs. LOC 1.2.11. Update and maintain the Zoning Ordinance to designate the Eagle Ranch property as a future Specific Plan area to be subject to future environmental and site-specific review prior to annexation. Table II-S: Master Plan of Development Overlay Areas. overlav Location EIR Maximum Density Special Features Number i t. Eagle Ranch.Annexation Dec,etopmentof existing 400 0 Specific Plan required colony lots • historic cdony tots and roads to be reconfigured and clustered to minimize impacts. • Public oper space,trails arrd par"to be provided. The General Plan identifies Eagle Ranch • Pescrt Kaci l ties as Master Plan of Development Area #11 4 � 1 M WO V AMR' OWN ��'�� ..►+a'. ���:..ar:'i.� � w,»,�•'� gw°alai? 0`rMUNI >" �► Flirw"M MIM r s� pra Illlli r O The General Plan ide tifies Eagle Ranch as Mast:r Plan of Development 1 1 i 11 l i ♦+f�r��,1r.i . ��r'� .„� t LI f� 1t.� r• ��1i,Nrnn4 al PU 211 it y Bill IN a r , mIV- 1 ' ;�tzfi M E NOR OWN ` • �g .�: � ��r�11liiki�1111p� . � ' ►� '�► r, ITEM NUMBER: C-1 DATE: 5/27/07 On March 3, 2008, the City of Atascadero Community Development Department received a General Plan Amendment and Specific Plan application for a Master Plan Development concept proposed on the Eagle Ranch property. The Eagle Ranch Specific Plan application identifies the site as currently containing 452 residential Atascadero colony lots and associated roadway network, originally established by E.G. Lewis in 1914. The Specific Plan would likely include reconfiguring these residential lots and roadways, and identify a variety of housing types, commercial uses, parks, trails, open space, resort facilities, and an equestrian center. Consistent with Council Policy that require a comprehensive public participation process for General Plan Amendments no land use plans or development concepts have been proposed at this point. The proposed application exhibits are preliminary and conceptual at this time in order to facilitate a broadened environmental and public review process. The project will require the following entitlements from the City of Atascadero: • General Plan Amendment • Prezoning • Annexation / LAFCO reorganization • Specific Plan • Tentative Tract Map • Multiple Conditional Use Permits • Environmental Impact Report City Council policy requires City staff to forward the proposed Eagle Ranch General Plan Amendment and Specific Plan request to the Council with a background report and request for authorization to process the application. Council must authorize staff to process all General Plan Amendment applications. The Council's policy also requires all General Plan Amendments to be reviewed and processed in a manner to facilitate citizen participation. Staff has outlined an approach for Council action that is consistent with General Plan Amendment policy. The Council has the option to (1) direct staff to process the project applications; or (2) withhold staff authorization to process the applications which would result in no further action related to the project. If the Council needs more information before making a decision, the item may be referred back to staff for additional analysis. If the Council directs staff to process the Council General Plan Amendment policy suggests the following process 1. Neighborhood and Community Meetings The applicant and staff will cooperate on a series of neighborhood and community meetings to solicit public concerns and discuss issues related to the proposed project. 2. Joint Study Session. A joint City Council/Planning Commission study session will be required early in the project review process to identify project alternatives and priorities. ITEM NUMBER: C-1 DATE: 5/27/07 Project Summary: 1. Applicant: RRM Design Group, Victor Montgomery Professionals 3765 S. Higuera Street, Ste. 102 San Luis Obispo, CA 93401 2. Owner: Eagle Ranch, LLC P.O. Box 25010 Ventura, CA 93002 3. Project Addresses: See Attached Maps 4. Assessor Parcel Numbers: Refer to resolutions 5. General Plan Designations: Unincorporated within Sphere of Influence 9 p p Identified for future annexation 6. Zoning District: No City zoning districts or pre-zonings have been established 7. Existing Use: Cattle Ranch As previously identified the Specific Plan would include reconfiguring the existing 452 residential colony lots and roadways, and identify a variety of housing types, neighborhood commercial uses, a park, trails, open space, resort facilities, and an equestrian center on the 3,450± acre project site. The proposed application exhibits are preliminary and conceptual at this time, in order to facilitate a broadened environmental and public review process. The project will also require formal annexation into the City of Atascadero upon completion of the Specific Plan. ' .ate • II'�il • Illy 40 gm w0dri-lS W, fail) MMS .`�r1w OAF � �. i r*rte �► ITEM NUMBER: C-1 DATE: 5/27/07 Analysis: A complete project analysis that accurately assesses the benefits and impacts of the proposed project would require significant time and staff resources to complete. Since staff has not been authorized to process the application, staff has not prepared an analysis of the proposed project. The project plans, maps, and justification statement have been attached for the Council's information. Staff has not analyzed the proposal as the project application contains limited information. If the City Council authorizes the project to proceed, staff anticipates a public participation process in which more detailed information will become available. As project options and alternatives are developed, staff will return to the City Council for additional input and direction on the project. What is a Specific Plan? The adoption of a specific plan is necessary in order to develop and implement a master plan to regulate development within the overall project area. The specific plan, would become the regulatory framework that implements the General Plan and its policies/programs, as well as, establishes the standards by which development shall occur within the plan area. Specifically, it would incorporate precise design standards and guidelines that could provide flexibility by superseding the City's existing zoning code, public works standards, and other regulations. Most importantly, the specific plan would also provide policies for the installation and financing of infrastructure throughout the project area. A specific plan is a planning process created by State Law that allows for the master planning of large areas. A specific plan creates a bridge between the broad policies of the General Plan and the specific regulations of the zoning ordinance. The Atascadero General Plan identifies specific plans as the preferred way to implement large planning projects in Atascadero. General Plan policy requires specific plans for all projects involving more than 100 residential dwelling units. The specific plan process has been used in Atascadero on the Woodridge project and is similar to a Planned Development Overlay (PD). PD's however, are limited to use on smaller projects and cannot regulate off-site infrastructure and financing requirements. Specific plans were created in State Law to deal with the master planning of larger planning areas, with multiple property owners, and complex infrastructure requirements. The State Office of Planning and Research (OPR) has developed a comprehensive guide to specific plans. In the guide, OPR lists the following unique benefits of the specific plan process: The Planner's Guide to Specific Plans • A thorough specific plan can enable planners to effectively implement selected long term general plan objectives in a short time frame. • Specific plans are flexible, allowing public agencies to create standards for the development of a wide range of projects or solutions to any type of land use issues. ITEM NUMBER: C-1 DATE: 5/27/07 • The plan may be organized into a concise set of development policies and include land use regulations, a capital improvement program, or financing program within a single document. • A specific plan may be used to implement the policies of an optional economic development element of a general plan. Policies of the general plan which are specific to financing infrastructure improvements and extensions, or cost recovery programs may be implemented by matching land uses with supporting public facilities. This is done to assist development engineering departments and developers avoid ineffective or undersized streets, sewers, water lines, and other necessary improvements. In addition, it may directly impose exactions in association with the general plan's capital improvement policies. • The specific plan process must provide opportunities for the general public, as well as residents located within planning areas, to assist in the planning of their particular communities. Public involvement helps define the community's vision of future growth and development. • Future development proposals may benefit from the foundation created by the specific plan. For example, a Program EIR adopted to fulfill the plan's CEQA obligation may streamline the processing of subsequent discretionary projects by obviating the need for additional environmental documentation. • The specific plan represents a good tool for developing a community "sense of place." A creative and innovative specific plan may bridge-the-gap between monotonous urban development and a livable neighborhood. Environmental Review/ CEQA Although no environmental review has begun, any decision to process the project will require analysis in conformance with the California Environmental Quality Act (CEQA). Staff anticipates that an Environmental Impact Report (EIR) would be processed simultaneously with the Specific Plan and would contain analysis on the proposed applications as well as various project alternatives that could feasibly attain most of the project objectives. Among the factors that may be taken into account when addressing the feasibility of alternatives are site suitability, economic viability, availability of infrastructure, general plan consistency, other plans or regulatory limitations, and jurisdictional boundaries. The EIR would also include a "no project" alternative which would allow the Council to compare the impacts of approving the proposed project with the impacts of not approving the proposed project or any of the project alternatives. Due to the comprehensive scope of an EIR, its preparation would require an experienced and qualified professional consultant under contract and management by the City. The cost of preparing the EIR and Specific Plan will be the full responsibility of the applicant. Traffic Impacts The project is expected to impact traffic to Santa Barbara Road, Atascadero Avenue, Morro Road, U.S. Highway 101 / Santa Barbara Road interchange and other adjacent streets. The significance of these impacts is unknown at this time and will require project-specific analysis by a traffic consultant as part of the project EIR. ITEM NUMBER: C-1 DATE: 5/27/07 Native Tree Impacts and Grading Although no native tree reports, biology reports, or grading plans have been submitted at this time, staff anticipates these impacts may be significant and will require mitigation. The significance of these impacts will be analyzed in the project EIR. FISCAL IMPACT Staff is unable to speculate on the significance of this impact at present. Part of the project's EIR review will include a fiscal impact analysis. The purpose of the analysis will be to analyze all of the project's costs and revenues and provide the Council with a complete picture of the project's fiscal impacts on both the City of Atascadero and the local business community. The General Plan identifies resort facilities as part of the project. Staff's opinion is that a substantial tourist serving resort component must be included to improve the revenue potential of the project. ALTERNATIVES: The City Council may refer the application back to staff for additional analysis or clarification of specific issues. The Council should provide direction on issues that require additional analysis. ATTACHMENTS: Attachment 1: Applicant's Justification Statement for General Plan Amendment Attachment 2: Draft Resolution A—Authorizing Staff to process Eagle Ranch GPA Attachment 3: Draft Resolution B —Withholding Authorization for Staff to process Eagle Ranch GPA ITEM NUMBER: C-1 DATE: 5/27/07 ATTACHMENT 1:Applicant's Eagle Ranch Justification Statement for General Plan Amendment Eagle Ranch —Justification Statement The General Plan Amendment and Specific Plan for the Eagle Ranch property are required under the City's General Plan. Policy 1.2.10 states, "Prior to the annexation of Eagle Ranch a Specific Plan shall be approved by the City which will provide a comprehensive development plan for the property that addresses issues including open space, conservation easements, and a fiscal analysis of service costs." The proposed Specific Plan will be the implementing document for the City of Atascadero's General Plan for the Eagle Ranch property. The Specific Plan will address all aspects required under State Law and will also include any requests for adjustments to City Zoning Regulations, development standards, or processing requirements. At this stage in the process, it is not known what those adjustments will be. Key goals for the project include reconfiguring and clustering the existing 452 colony lots, providing open-space, continuing the agricultural uses, maintaining the rural character of the area, and annexing the Specific Plan area into the City of Atascadero. The key benefit of the Specific Plan, not available under other zoning districts, is the flexibility to reconfigure and cluster the existing lots. This flexibility will facilitate the provision of open space, allow for the continued agricultural uses, and provide the ability to minimize or avoid adverse environmental impacts. ITEM NUMBER: C-1 DATE: 5127/07 ATTACHMENT 2: Draft Resolution A Authorizing Staff to Process General Plan Amendment DRAFT RESOLUTION A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA AUTHORIZING STAFF TO PROCESS A GENERAL PLAN LAND USE DIAGRAM AMENDMENT PLN 2008-1280 / GPA 2008-0022 / SP 2008-0002 / ZCH 2008-0150 FOR THE EAGLE RANCH SPECIFIC PLAN (Eagle Ranch, LLC / RRM Design Group) WHEREAS, an application has been received from RRM Design Group, 3765 S. Higuera Street, Ste 102, San Luis Obispo, CA 93401 (Applicant) and Eagle Ranch, LLC, P.O. Box 25010, Ventura, CA 93002 (Property Owner), to consider a project consisting of a General Plan Land Use Diagram Amendment for a Specific Plan and City Annexation project on a 3,450± acre project site located southwest of the City incorporated limits (APN: 045-302-011, 051-391-003, 051-401-001, 051-411-004, 051-391-002, 051-411-002, 051-411-003, 051-421-001, 051- 431-001, 051-441-001, 051-451-001, 051-461-002, 051-471-001, 051-481-001, 051-491-001, 051-501-001, 051-501-002, 051-501-003, 051-511-003, 051-511-002, 051-511-001, 051-521-001, 051-521-004, 051- 531-003, 051-541-001, 051-541-002, 051-541-003, 051-551-003, 051-551-004, 051-551-001, 051-561-002, 051-571-001, 051-581-001, 051-591-003, 051-591-001, 051-601-003, 051-601-002, 051-611-001, 051- 611-002, 051-621-001, 051-631-005, 051-631-002, 051-641-002, 051-641-001, 051-641-003, 051-651-001, 051-661-001, 051-671-001, 051-681-001, 051-691-012, 051-691-007, 051-691-008, 051-691-015, 051- 691-009, 051-691-014, 051-691-013, 051-701-001, 051-701-002, 056-271-001, 059-012-018, 059-121-002, 059-121-003, 059-121-004, 059-121-007, 059-121-008, 059-131-015, 059-131-014, 059-201-013, 059- 201-007, 059-211-004, 059-351-006, 059-351-005, 059-351-004, 059-361-004, 059-361-002, 059-361-001, 059-371-001, 058-381-002, 059-381-002, 051-391-002, 059-391-002, 059-401-001); and, WHEREAS, the Atascadero City Council considered authorizing staff to process the proposed application at a public meeting on May 27, 2008 consistent with the City's General � Plan Amendment Policy; and, WHEREAS, the project area is included in the City's Sphere of Influence; and, WHEREAS, the Atascadero General provides a policy direction for the processing of a specific plan and annexation for the project area; and, NOW THEREFORE, the City Council of the City of Atascadero, hereby resolves to authorize staff to process the requested General Plan Land Use Diagram and Text Amendment for The Eagle Ranch General Plan Text Amendment to allow a Specific Plan on the project site. The General Plan shall be processed concurrently with a Specific Plan. A series of Neighborhood and Community workshops along with one or more joint Planning Commission / ITEM NUMBER: C-1 DATE: 5/27/07 City Council study sessions will be required. Staff will return to the City Council with a detailed project description and a defined Specific Plan project area, subject to the following exhibits: EXHIBIT A: GENERAL PLAN LAND USE DIAGRAM EXHIBIT B: LOCATION MAP EXHIBIT C: EXISTING PROJECT SITE AERIAL On motion by Council Member and seconded by Council Member , the foregoing resolution is hereby adopted in its entirety by the following roll call vote: AYES: ( ) NOES: ( ) ABSTAIN: ( ) ABSENT: ( ) ADOPTED: CITY OF ATASCADERO, CA Mike Brenler Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian Pierick, City Attorney - - ��s�� �♦'art` triK �i/ am rHtIlk .pm IV—®R /, �1 -G�* v� 11L \•�`vM dM C.ESI � 11�{M�'�i1�i � .f �� �i♦ ynl Ja4 lhplj'��,, n ''�� AYa ...; � �"� � ���4� °��'1.r��" �s♦15�1i 1�iAe��iilj�o`* �",�: ....:. �• - ,.,� sf c f .r 1r illi '� c -nr WSYr c 4 Gr r s�Owl �4 MR-1210,57;'SLe, :$�HJA^�, � �'�'a$ii�{irq����� `-'4 - r ,1► ' fit,�.� ®P� ®Fvrrf` 4 +�� .4! ♦ �i`11M1i�+►���1r��'i'�'si►�'E'��-s`a.' ;"y` +���y+�rg,��c ',' 944 A 5210 '+ e e eta, w"•w�� '� lPkas� ♦' � ■R�Zb'��fiPs x`a w„4w♦ j� ',- �� 1� �j�1�i►'�.�riR12�V��.; j u!r i fr► Ir�� IA��/I+.i ms's. ,.� y r� � S � .. t® g .� Ya'�'���^ ��►f�iij�,r�i� a a �tt�,.. ISM Ii ♦ a o ♦ �, i ♦.♦ � rr wrr ,N, 4 a ♦ � 'r►�,:���r�iv'~ ���1111111111111i • ,`, �' s-s"Fav:���a•�-�yi,����_•�;jj���l�':1� .��y: '•�'�' .ri�,�, �����•'���ii�► Vii- +� � . '� r ITEM NUMBER: C-1 DATE: 5/27/07 EXHIBIT B: Location Map ,; a1 Atascadero 41W 41 is Y#� 4aYERif#Y#aRW#YNW WkYr:°s,�, Eagle Ranch r<YYaaWWs ��� # W �YWWY� / �WWWYiL 701 Santa Maruarki a iq "�'�/>y1� ''�EWpletiWnd� GPY1nAros '� 8A64Aau a'= 452 bdW hV Lob r , 77 99"— A t / �vI" / .s '� _" a Eat ✓ �'��s'x�° �`aa '. fir° �� �� �:r, old MorroR°ad ; abr;: CI°'TY OF1�T'1�SCA�D,ER® j San c e2d z. sta a� � a La 6a a �an�arcosR a t'r Road c�z� °R ' .�. ':., � � 5a°¢ate°� P'���ay��°o/aa ::: �°a•��',... r °.Road• o-` "` a o '� Ca e-- orro 71, Q- �. s n t t� •,'� a ITEM NUMBER: C-1 DATE: 5/27/07 ATTACHMENT 3: Draft Resolution B Withholding Authorization for Staff to Process General Plan Amendment DRAFT RESOLUTION B RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA WITHHOLDING AUTHORIZATION FOR STAFF TO PROCESS A GENERAL PLAN LAND USE DIAGRAM AMENDMENT PLN 2008-1280 / GPA 2008-0022 / SP 2008-0002 / ZCH 2008-0150 FOR THE EAGLE RANCH SPECIFIC PLAN (Eagle Ranch, LLC / RRM Design Group) WHEREAS, an application has been received from RRM Design Group, 3765 S. Higuera Street, Ste 102, San Luis Obispo, CA 93401 (Applicant) and Eagle Ranch, LLC, P.O. Box 25010, Ventura, CA 93002 (Property Owner), to consider a project consisting of a General Plan Land Use Diagram Amendment for a Specific Plan and City Annexation project on a 3,450± acre project site located southwest of the City incorporated limits (APN: 045-302-011, 051-391-003, 051-401-001, 051-411-004, 051-391-002, 051-411-002, 051-411-003, 051-421-001, 051- 431-001, 051-441-001, 051-451-001, 051-461-002, 051-471-001, 051-481-001, 051-491-001, 051-501-001, 051-501-002, 051-501-003, 051-511-003, 051-511-002, 051-511-001, 051-521-001, 051-521-004, 051- 531-003, 051-541-001, 051-541-002, 051-541-003, 051-551-003, 051-551-004, 051-551-001, 051-561-002, 051-571-001, 051-581-001, 051-591-003, 051-591-001, 051-601-003, 051-601-002, 051-611-001, 051- 611-002, 051-621-001, 051-631-005, 051-631-002, 051-641-002, 051-641-001, 051-641-003, 051-651-001, 051-661-001 051-671-001, 051-681-001, 051-691-012, 051-691-007, 051-691-008, 051-691-015, 051- 691-009, 051-691-014, 051-691-013, 051-701-001, 051-701-002, 056-271-001, 059-012-018, 059-121-002, 059-121-003, 059-121-004, 059-121-007, 059-121-008, 059-131-015, 059-131-014, 059-201-013, 059- 201-007, 059-211-004, 059-351-006, 059-351-005, 059-351-004, 059-361-004, 059-361-002, 059-361-001, 059-371-001, 058-381-002, 059-381-002, 051-391-002, 059-391-002, 059-401-001); and, WHEREAS, the Atascadero City Council considered authorizing staff to process the proposed application at a public meeting on May 27, 2008 consistent with the City's General Plan Amendment Policy; and, WHEREAS, the Atascadero City Council considered authorizing staff to process the proposed application at a public meeting on May 27, 2008 consistent with the City's General Plan Amendment Policy; and, WHEREAS, the Atascadero City Council determine that it was not in the City's interest to process the proposed General Plan Amendment at this time; and, NOW THEREFORE, the City Council of the City of Atascadero, hereby resolves to withhold the authorization for staff to process the requested General Plan Land Use Diagram and ITEM NUMBER: C-1 DATE: 5/27/07 Text Amendment for The Eagle Ranch General Plan Amendment and Specific Plan on the project site. EXHIBIT A: GENERAL PLAN LAND USE DIAGRAM On motion by Council Member and seconded by Council Member , the foregoing resolution is hereby adopted in its entirety by the following roll call vote: AYES: ( ) NOES: ( ) ABSTAIN: ( ) ABSENT: ( ) ADOPTED: CITY OF ATASCADERO, CA Mike Brenler Mayor ATTEST: Marcia McClure Torgerson, C.M.C., City Clerk APPROVED AS TO FORM: Brian Pierick, City Attorney . .��iirp tNttiA r ` gA!Ni�11g 41,F•!��},z^. 'f''o n. �►�� i Y�r^'\ ��r ���all lei®�Po�t�IIIII Y!' wORy �Y ®ssy� nt�iotll��r'• 'k 3 �1`` t� �� � 4,•117: � / w'O'e!�.�i'��1'� .111 ��I MY y r♦ Vr� . t� �1�! `��b"O �I*;�#I�. � 4�a•�jy'Q�•/''y!ii®erma.�a'�a �t� � �. � ;7 yaa� f4-y3e Y"f yI/�'� /•�����Iy ♦ • ase w «2 e� 4� ''��'�3!/I�tj'I � ��4°�sa4 rCi��i"2Tpax*•b � � .All _� r ► +� ilt, 9�lRn: � ♦x �r �,.�r w�: .I�A. �, CalKw � r��*►,,d iii'®tea '��� . � .� "+t ; ♦ y N�'w, 4 rRr*inft- - 4� t•6i� r *,� ■ryy� -k � �r"�"L1y.`1��i 'rte r��'i• �•i rl N�'j��1 ?c::�` �, vol �n�{im,.. �r'r� �>�� �l y.l,. ♦ �.� ii `• pec � ri •. i V t l� �C�aYS►'�i.I'rt�1 � . �S � �1i f �`�\ r♦.�1r..r IhZwoO �y* .. •�`�r�ii� :��►�r:,11 �� ilia WS WAS Am � ,Mi�••� �•�X111 '�' `''`'' r r x ITEM NUMBER: C-2 DATE: 5/27/08 1978 Atascadero City Council Staff Report- Public Works Department Downtown Streetscape Phase II RECOMMENDATION: Council receive and file Downtown Streetscape Phase II Project update. DISCUSSION: Background: Downtown Atascadero streetscape improvements are designed to revitalize Downtown Atascadero. The way to revitalize Downtown Atascadero is to attract the public to the area and provide improvements that will enhance their experience. The chosen improvements to accomplish this are the installation of sidewalk street furniture (street trees, benches, street lights, bicycle rack, garbage and recycle cans, enhanced sidewalks with paver banding, and planted urns), bulb-outs, enhanced crosswalks, landscaped medians, traffic calming and parking improvements. The streetscap p e improvements were first conceived d in the Downtown Atascadero Revitalization Plan. The Plan was approved by the City Council in July of 2000. The following is an excerpt from the Plan: "Streetscape Improvements-In order to attain the vision for the Downtown identified in this Plan a number of public improvements should be implemented, including the construction of public amenities such as a system of creek trails, pedestrian bridge, decorative paving, landscaped medians, antique street lamps, bulb-outs at street intersections and street trees." This plan envisioned a "First Implementation Project" to start breathing life into the Downtown as follows: "The Main Street Steering Committee identified a first implementation project to kick-off the Downtown revitalization. It was the Committee's desire to have the first project be both visible and contribute to the vision of a pedestrian-oriented Downtown. The recommended project includes the installation of a landscaped median on EI Camino Real from Traffic Way to West Mall and the installation of bulb-outs and crosswalk enhancements at the Traffic Way/EI Camino Real intersection as well as the Entrada Ave/EI Camino Real intersection." ITEM NUMBER: C-2 DATE: 5/27/08 This "first implementation project" was constructed as the Downtown Atascadero Streetscape, Phase I Project and completed in 2002. The Sunken Gardens and Lewis Ave Bridge Projects were also envisioned in the Downtown Atascadero Revitalization Plan and have both been constructed. The next phase of streetscape improvements is the Downtown Atascadero Streetscape, Phase II Project. The City Council approved a public input process for this Project on January 9, 2007. The process consisted of a kick off meeting with Main Street, a downtown walking tour, and a City Council Town Hall Meeting. As an extra step, staff met with Main Street for a second time to review and receive consensus on the improvements that were identified during the initial Main Street meeting and the walking tour. Staff presented the results of the public input process to the City Council On June 26, 2007. The selected projects represented many hours of successful collaboration between staff, Main Street and the public. Council selected the following projects for implementation: ➢ Traffic Way Streetscape Improvements from and Palma Ave to Palma Ave ➢ Two-Way Traffic on Entrada Ave between Palma Ave and Lewis Ave ➢ Virginia Plaza Midblock Crosswalk and Streetscape Improvements ➢ EI Camino Real Gateway and Streetscape Improvements at Rosario Ave ➢ EI Camino Real Gateway and Streetscape Improvements at Colony Square ➢ Pedestrian Tunnel Improvements Analysis: The following is an update on each project areas: Traffic Way The improvement designs for the Traffic Way Improvements from Palma Ave to Palma Ave. are complete and will be built this summer. The improvements include: • Bulb-outs on the corner Palma and Traffic Way and across from Palma Ave. • A planted median to eliminate left hand turns onto Traffic Way. • Reconstructed sidewalks on the north side of Traffic Way. However, if the project bids are low, staff may add the Bid Alternate to the project scope. • New street trees (London Plane Sycamore) with structural soil to improve deep rooting. • New street lights, trash receptacles, bike racks and benches. ITEM NUMBER: C-2 DATE: 5/27/08 TIE IMPROVEMENTS TO EXISTING EXISTING LIGHT TO REMAIN A TIE IMPROVEMENTS B TO EXISTING f A / " \O EXISTING TREE EXISTING TREE ` TO REMAIN TO REMOVE i a AA EXISTING LIGHT TO REMAIN C � EXISTING TREE C' To REMOVE AC G ( 4 J 4 6 � 6 D 2 Bid Alternate Area — ISTING BUILDIN I ATION CONTROLER SEE IRRIGAT ION AND ELECTRICAL PLANS S / ^` 1 f r 4 �' EXISTING LIGHT 3: TO REMAIN EXISTING TREE V MATERIAL SCHEDULE ABBREVIATIOAr DESCRIPTION SYMBOL AC AC ASPHALT PAVING PLANS(SEE CIVIL DETAILBI PA PLANTINGAREA l (SEE LANDSCAPE PLANTING PLANS) '' - v f AC STRUCTURAL SOIL (SEE DET.1,BHT.L-3.3) --- " � x / SCORELINE (SEE DET.1,BHT.L-2.3) O CONCRETE PAVING D 3 (SEE DET.1&DET.2.SMT.L-2.3&SEE CML PLANS) ti O CONCRETE BAND Fa (SEE OET.3 BHT.L-2.3) O CONCRETE PAVERS (SEE DET.1 THRU DET 4,BHT.L-2 3) O ADA DETECTABLE PAVERS 4 / (SEE DET.S,SHT.L-2.3) CROSSWALK FLASHING LIGHTS SYSTEM O (SEE DET.7,SHT,L4.3 8 SEE FIN.SCHED.SHT.L-2.1) / © COBBLESTONES // /- t (SEE DET.6,SHT L-2.3) SITE FURNISHINGS O METAL BENCH - (SEE DET.1,SHT.L-2 2 8 CONST.SCHD.SHT.L-2.1) - OB LITTER RECEPTACLE (SEE DET 2 BHT L-2.28 CONST SCHD.BHT L21) BIKE RACK / © (SEE DET.3 SHT,L-2.28 CONST.SCHD.SHT.L-2.1) OLIGHT FIXTURE D (SEE DET 4.SIFT.L-2.2 8 CONST.SCHD.SHT L-2 1) REE 13 RAI r EXISTING BUILDINGS (SEE DET.]88-6HT.L-228 CONST.SCHD BHT L-211 �C Bid Alternate Area — k Figure 1 —Traffic Way Improvemen �iC t ITEM NUMBER: C-2 DATE: 5/27/08 Virginia Plaza Midblock Crosswalk The Virginia Plaza Midblock Crosswalk (Figure 2) will be moved slightly north of its current location. Staff is proposing to move the midblock crosswalk away from being between the two drive approaches where it is currently located. The two drive approaches are on the east side of El Camino Real and serve Virginia Plaza. This will eliminate a left hand turning movement conflict that currently occurs at the crosswalk's current location and crosswalk will line up with the sidewalk in front of Virginia Plaza Businesses. The Project will include: • Solar powered, push button activated flashing crossing lights. The lights will be installed to warn drivers when pedestrians are using the crosswalk. • New bulb-outs that incorporate American with Disability Act (ADA) compliant ramps. • A crosswalk with a tumbled roman paver surface. • New benches, street lights, sidewalk and street trees. FEE Bid Alternate Area r L �r KEY NIAP r \ `\ �'Y-11D r \ \\\\ ILMI\ a _0E1 r \ \ `\ 40P f R G:;F Bid Alternate Area ��r rtev � ♦ 4f ;fib r "1 AC ♦-� v �� ♦ �`\ r� 4 ,2 Ie, 41* MATERIAL SCHEDULE `I \ A�REvp:! DESCR,Aii.(,Y1 ryAC ASPHALT PAVING \ , (SEE CIVIL PLANS I DETAILS) I \ 41, y¢ �� PA PLANTINGAREA (SEE LANDSCAPE PLANTING PIANS) � O STRUCTURAL SOIL , (SEE DET.1,SHT.L-33) ,,,( \ ,0 SCORELINE 't$ (SEE DET-1,SMT L-2.3) O CONCRETE PAVING - r (SEE DET_T&DET.2.SHT.L-2.3&SEE CIVIL PLANS) �' ♦ 2"` \ O2 CONCRETE BAND G ti,. ;ems (SEE DET.3,SHT.L-2.3) CONCRETE PAVERS S 3 \?, O (SEE DET.1 THRU DET.4,SHT.L-2.3) A ADA DETECTABLE PAVERS D y SITE FURNISHINGS ® (SEE DET.5,SHT,L-2.31C 11 11Eo 11�NT_Lz1� g e \ s�uea� r.ECRivnau CROSSYJALK PLASHING LIGHTS SYSTEM G \ METAL BENCH O (SEE DET.7,SHT.L-2.3&SEE FIN SCHEID SHT.L-2.1) O (SEE DET.1.SHT L 2 2 8 CONST SCHD.SHT L 2 t) © SHTCOBBLESTONES L-2sLL E. in„s © LSEDET22.RECEPTACLE (SEE DET.(I SHT (SEE DE. SHHTT L2 2 8 CONST SCHD.SHT I21) © BIKE RACK (SEE LET.3 SHT L226 CONST SCHD.SHT 12.1) O LIGHT FIXTURE (SEE DET.4 SHT.L-2 2&CONST.SCHD.SHT.L-21) O TREE GRATE (SEE DET.7 S 8 SHT.L 2.2 R DDNST.SCHL.SHT.L'21) Figure 1 -Virginia Plaza Midblock Crosswalk ITEM NUMBER: C-2 DATE: 5/27/08 Two-Way Traffic on Entrada Ave between Palma Ave and Lewis Ave. Staff is proposing to change the traffic direction, from one-way traffic to two-way traffic, on the lower half of Entrada (Figure 3). Staff is proposing this change in order maintain downtown circulation, and allow for better overall access to the intersection of Palma and Entrada. This change will allow motorists traveling westbound on Traffic Way easy access to the downtown without traveling to EI Camino Real and looping back around down Entrada. 'f .•wnwv.x "' 3� qt • 1 1 •r G «-xxxrw Y DO NOT P 4qR •' Figure 2 - Entrada Ave. Striping Plan The construction documents are complete for the above projects and they have been sent out to bid. Bid Alternates areas are included in the design so that additional streetscape can be installed if bids are at or below the estimate. Bids will open on June 2, 2008 and brought to the RDA on June 24, 2008 for award. Staff has planned for the construction will begin at the beginning of July and finish prior to the beginning of school. Traffic way will be open for the Hot August Nights Car Rally. EI Camino Real Gateway and Streetscape Improvements at Rosario Ave The Rosario area improvements (Figure 4) are designed to be a gateway feature for the downtown. The improvements are designed to calm traffic coming into the downtown via new bulb-outs and potentially, a new center turn lane. The center turn lane is discussed below. The preliminary plans for the Rosario Gateway area are shown below. The design will incorporate: • A realigned curb line at the south side of Rosario Road to calm traffic speeds on the east bound lane of Rosario. • Intersection bulb-outs on EI Camino Real with new ADA ramps. • A center median with new landscaping. • New lane striping to allow for a center turn lane and bike lanes from San Jacinto to Traffic Way. • New bus shelters, wall planting and downtown standard sidewalks. ITEM NUMBER: C-2 DATE: 5/27/08 Staff anticipates that the improvements will be ready for bid by the middle of July and will be constructed in the FalUWinter of 2008. MATERIAL SCHEDULE ABBREVIATIONI DEBCRIPTION BYMBOL e f AC ASPHALT PAVING / \ (SEE CIVIL PLANS I DETAILS) f\ O PA PLANTING AREA (SEE LANDSCAPE PLANTING PLANS) •( %s:- STRUCTURALSOIL / \ - (SEE DET.1,SHT L-3.3) T SCORELINE DET ESHT.L-2 ., nsv SC 1. .31 CONCRETE PAVING O (SEE DET.1 8 DET.2,SHT.L-2.3&SEE CIVIL PLANS) CONCRETE BAND \ POL CE O (SEE DET.3,SHT.L-2.3) STATION 1 CONCRETE PAVERS Q O (SEE DET.1 THRU DET 4,SHT.L-2.31 \ \ A ADA DETECTABLE L-2 3)RS (SEE DET-5.SHT-L-2.3) \ CROSSWALK FLASHING LIGHTS SYSTEM SEE DET.7.SHT L-2.385EE FIN SCHED SHT.L-2.1) c>NN» COBBLESTONES (SEE DET.6,SMT.L-2-3) G mfg. L5 Pn 6 L / -:/j SITE FURNISHINGS METAL BENCH .� (SEE DET-1,SHT-L-2 2 8 CONST.SCHD,SHT L-21) LITTER RFCEPTACLE (SEE DET.2.SHT.L-2 2 d CONST SCHD.$HT.L-21) BIKE RACK (SEE DET.31-L-2.2 8 CONST.SCHG.SHT,L 2 1) O LIGHT FIXTURE {SEE DET.4.SHT.L-22 8 CONST.SCHG.SHT.L-2.1) O {EEE ETA 88,SHT.L-228 CONST.SCHD.SHT.L 21) Figure 3 - Rosario Gateway Project Area EI Camino Real Center Turn Lane (Traffic Calming) Staff has investigated the possibility of installing a center turn lane in EI Camino Real from San Jacinto Ave to Traffic Way in order to improve safety and further calm traffic (Figure 5). This striping change would merge the two south bound lanes to one south bound lane. Staff initiated the traffic study to see if installation of the center turn lane could reduce traffic collisions, slow traffic and provide safer left turn movements. The figures shown below demonstrate the proposed striping and bike lanes in the Rosario to Traffic Way Area. As shown, the center turn lane would be installed in the southbound number one (fast lane) lane. The new turn lane would follow the number one lane's existing striping and would provide new five foot bike lanes on either side of the road. The proposed turn lane would allow the landowners on EI Camino Real safer access to parking lots since the center turn lane would provide a waiting area until the left turn is clear. Staff is proposing to change this striping as part of the improvements at the Rosario Gateway. Staff will notify and meet with the landowners and tenants from San Jacinto to Traffic Way to explain the change and gain their input. Staff has discussed the center turn lane with the Redevelopment Agency, Main Street, landowners and the public and has received positive feedback. Staff will continue to notify the public, tenants, Main Street and landowners of the impending changes. ITEM NUMBER: C-2 DATE: 5/27/08 -_ EL CAMI O REAL STRIPING SECTION Figure 4 - Lane Drop and Striping Section EI Camino Real Gateway and Streetsca a Improvements at Colony Square A visualization of the Entry Arch is shown below (Figure 6) The Colony Square Project has completed the sidewalk improvements on the east side of EI Camino Real. The Median will include turn pockets for entry into Colony Square, the Rancho Tee and the Rabobank Parking Lot. The Owners of Rabobank, Denny's and Colony Square have agreed to modify the drive entrances for Rabobank and Denny's so that the Rabobank driveway lines up with the Colony Square driveway. Denny's will retain a right in only driveway and will be connected to Rabobank's parking lot in order to exit the property. Aligning the driveways is very important, since the left out conflicts will be eliminated. Eliminating the conflicts will improve circulation on this section of EI Camino Real. Construction is slated for Winter/Springof 2008-2009. The Colony Square Road Improvements consist of the following improvements: • Medians on EI Camino Real that include new landscaping. • An Entry Arch (Figure 7.) • Bulb-outs at the drive entrances to Denny's and Rabobank. • New London Plane street trees and downtown sidewalks. ITEM NUMBER: C-2 DATE: 5/27/08 —.. ...... "R . ..... WN ............ W-1 ........ ME Figure 5 -Atascadero Entry Arch Simulation Pedestrian Tunnel The picture shown below (Figure 7) shows the latest improvements associated with the Pedestrian Tunnel. Caltrans has given the preliminary okay for the conceptual landscaping design. Staff will continue to work towards securing a permit to improve the tunnel entrances and interior lighting. Construction is slated for the summer of 2009 and will be completed prior to the start of school. Conceptual Sketch Downtown Side High School Side W, V\ .00, loo, loo, lo, .00,loo, loo� .................. O� LIMIT OF 7OPK 100, .001 .00, -05 .000e, Figure 6 - Pedestrian Tunnel Improvements .0,-"':�S- ITEM NUMBER: C-2 DATE: 5/27/08 Conclusion: Downtown Streetscape Phase II is continuing to move forward. Staff will continue with design and construction and will keep the City Council updated on progress. FISCAL IMPACT: None. ALTERNATIVES: Council may provide direction on any of the project areas. ITEM NUMBER: C-3 DATE: 05/27/08 1979 Atascadero City Council Staff Report— Fire Department Emergency Preparedness and Evacuation Plan Update RECOMMENDATION: Council receive and file this report. DISCUSSION: The Atascadero City Council has placed high importance on emergency planning making public safety one of the Council's strategic initiatives. Staff from every City department has worked to develop and update the emergency plan for the City. Employees have completed basic training in emergency management. Many staff members have been trained to Emergency Operations Center (EOC) management levels and employees meet the minimum Federal training requirements. This past year staff from all departments collaborated to develop a comprehensive evacuation plan for the north-west area of the City. Last spring the plan was tested during a wild fire exercise that included opening the City's EOC. A post exercise critique led to modifications and further refinements to the evacuation plan. Prior to the development of the evacuation plan, staff began to look for grant opportunities to assist with costs. Over a year ago staff obtained a grant which paid for map development and is slated to fund a fire safety guide. The guide will include the evacuation plan and will be widely distributed to residents in July. Lastly, the grant will cover the cost of printing a fire preplan which will be used to orient outside fire agencies responding to Atascadero fires. Tonight's presentation is intended to review the evacuation plan with the City Council before it is distributed citywide. A PowerPoint presentation will depict the plan which will be available on the web and will be distributed in map form. Future goals include: 0 Development of an evacuation plan for the entire west side of Atascadero • Develop a wild fire evacuation sign plan and installation of signage • Development of a program to assist local businesses with post disaster recovery • Continue staff development in emergency management through training and attendance to the Emergency Management Institute (EMI) • Further develop and define the role of the Disaster Preparedness Operations Committee FISCAL IMPACT: None.