HomeMy WebLinkAboutCC_2016-06-14_Agenda Packet
CITY OF ATASCADERO
CITY COUNCIL
AGENDA
Tuesday, June 14, 2016
City Hall Council Chambers, 4th floor
6500 Palma Avenue, Atascadero, California
(Entrance on Lewis Ave.)
CITY COUNCIL CLOSED SESSION: 5:00 P.M.
1. CLOSED SESSION -- PUBLIC COMMENT
2. COUNCIL LEAVES CHAMBERS TO BEGIN CLOSED SESSION
3. CLOSED SESSION -- CALL TO ORDER
a. Conference with Labor Negotiators (Govt. Code Sec. 54957.6)
Agency designated representatives: Rachelle Rickard, City Manager
Employee Organizations: Atascadero Firefighters Bargaining Unit;
Atascadero Police Association; Service Employees International
Union, Local 620; Mid-Management/Professional Employees; Non-
Represented Professional and Management Workers and Confidential
Employees
4. CLOSED SESSION – ADJOURNMENT
City Council Closed Session: 5:00 P.M.
City Council Regular Session: 6:00 P.M.
Successor Agency to the Community Immediately following
Redevelopment Agency of Atascadero: conclusion of the City
Council Regular Session
Page 1
5. COUNCIL RETURNS TO CHAMBERS
6. CLOSED SESSION – REPORT
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
PLEDGE OF ALLEGIANCE: Council Member Sturtevant
ROLL CALL: Mayor O’Malley
Mayor Pro Tem Moreno
Council Member Fonzi
Council Member Kelley
Council Member Sturtevant
APPROVAL OF AGENDA: Roll Call
Recommendation: Council:
1. Approve this agenda; and
2. Waive the reading in full of all ordinances appearing on this agenda, and the
titles of the ordinances will be read aloud by the City Clerk at the first reading,
after the motion and before the City Council votes.
PRESENTATIONS:
1. California Fire Fighter Joint Apprenticeship Committee (JAC) Award
presented by Fire Chief Kurt Stone
2. Employee Recognition presented by City Manager Rachelle Rickard
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. DRAFT MINUTES: Council meeting draft minutes
are listed on the Consent Calendar for approval of the minutes. Should anyone
wish to request an amendment to draft minutes, the item will be removed from
the Consent Calendar and their suggestion will b e considered by the City
Council. If anyone desires to express their opinion concerning issues included in
draft minutes, they should share their opinion during the Community Forum
portion of the meeting.)
Page 2
1. City Council Draft Action Minutes – May 10, 2016
Recommendation: Council approve the City Council Draft Action Minutes
of the May 10, 2016 City Council meeting. [City Clerk]
2. City Council Draft Action Minutes – May 24, 2016
Recommendation: Council approve the City Council Draft Action Minutes
of the May 24, 2016 City Council meeting. [City Clerk]
3. April 2016 Accounts Payable and Payroll
Fiscal Impact: $1,698,317.75
Recommendation: Council approve certified City accounts payable,
payroll and payroll vendor checks for April 2016. [Administrative
Services]
4. 2016-2017 Annual Spending Limit
Fiscal Impact: None.
Recommendation: Council adopt the Draft Resolution establishing the
annual spending limit for fiscal year 2016-2017. [Administrative
Services]
5. Purchase of EKG Monitors
Fiscal Impact: The cost for the purchase of the five EKG cardiac monitors
will be $145,414 in donated funds from the Estate of Bertha Shultz.
Recommendations: Council:
1. Authorize the Director of Administrative Services to appropriate
$145,500 in donation funds from the Estate of Bertha Shultz for the
purchase of EKG monitors; and
2. Authorize the purchase of five new EKG Monitors from Physio
Control Inc. in the amount of $145,414, using the donation funds
from the Estate of Bertha Shultz. [Fire]
6. Atascadero Tourism Business Improvement District (ATBID) Board
Appointment of Three Board Members to Fill Vacancies
Fiscal Impact: None.
Recommendation: Council appoint Deana Alexander, Jiten Patel and
Amar Sohi to the ATBID Advisory Board, to fill the positions of those
members whose terms expire on June 30, 2016. [City Manager]
UPDATES FROM THE CITY MANAGER: (The City Manager will give an oral report on
any current issues of concern to the City Council.)
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. Comments made during Community Forum
will not be a subject of discussion. A maximum of 30 minutes will be allowed for
Community Forum, unless changed by the Council. Any members of the public who
Page 3
have questions or need information may contact the City Clerk’s Office, between the
hours of 8:30 a.m. and 5:00 p.m. at 470-3400, or cityclerk@atascadero.org)
B. PUBLIC HEARINGS:
1. Apple Valley Assessment Districts
Ex-Parte Communications:
Fiscal Impact: Annual assessments for 2016/2017 will total $28,000 for
road/drainage system maintenance and $70,000 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in Apple Valley.
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 2016/2017; and
2. Adopt Draft Resolution B ordering the levy and collection of
assessments for fiscal year 2016/2017 for Street and Storm Drain
Maintenance District No. 01 (Apple Valley); and
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 2016/2017; and
4. Adopt Draft Resolution D ordering the levy and collection of
assessments for fiscal year 2016/2017 for Landscaping and
Lighting District No. 01 (Apple Valley.) [Administrative Services]
2. De Anza Estates Assessment Districts
Ex-Parte Communications:
Fiscal Impact: Annual assessments for 2016/2017 will total $40,090 for
road/drainage system maintenance and $15,875 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in De Anza Estates. The City General Fund will contribute $1,400
for the fiscal year 2016/2017 for half of the maintenance costs of the trails
and open space.
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 2016/2017; and
2. Adopt Draft Resolution B ordering the levy and collection of
assessments for fiscal year 2016/2017 for Street and Storm Drain
Maintenance District No. 03 (De Anza Estates); and
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 2016/2017; and
Page 4
4. Adopt Draft Resolution D ordering the levy and collection of
assessments for fiscal year 2016/2017 for Landscaping and
Lighting District No. 03 (De Anza Estates.) [Administrative Services]
3. Woodridge (Las Lomas) Assessment Districts
Ex-Parte Communications:
Fiscal Impact: Annual assessments for 2016/2017 will total $12,051 for
road/drainage system maintenance and $57,938 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in Woodridge (Las Lomas).
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 2016/2017; and
2. Adopt Draft Resolution B ordering the levy and collection of
assessments for fiscal year 2016/2017 for Street and Storm Drain
Maintenance District No. 02 – Woodridge (Las Lomas); and
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 2016/2017; and
4. Adopt Draft Resolution D ordering the levy and collection of
assessments for fiscal year 2016/2017 for Landscaping and
Lighting District No. 02 – Woodridge (Las Lomas.) [Administrative
Services]
4. Downtown Parking & Business Improvement Area (PBIA) (FY 2016-17)
Confirmation of Annual Assessment
Ex-Parte Communications:
Fiscal Impact: None.
Recommendation: Council adopt the Draft Resolution confirming the
annual assessment for the Downtown Parking & Business Improvement
Area (Fiscal Year 2016-2017) at $0.00. [City Manager]
5. Atascadero Tourism Business Improvement District (ATBID) Fiscal Year
Confirmation of Annual Assessment
Ex-Parte Communications:
Fiscal Impact: None.
Recommendation: Council adopt the Draft Resolution confirming the
annual assessment for the Atascadero Tourism Business Improvement
District, Fiscal Year 2016-17. [City Manager]
C. MANAGEMENT REPORTS:
1. City of Atascadero Marketing Plan Update 2015-16
Fiscal Impact: None.
Recommendation: Council receive and file marketing plan update.
[City Manager]
Page 5
2. General Municipal Election November 8, 2016
Fiscal Impact: The total estimate for the 2016 election including ballot
measures is $25,000 in budgeted General Funds.
Recommendations:
Council adopt the following Resolutions for the purpose of electing a
Mayor, two members to the City Council, and to submit ballot measures to
the voters asking “Shall the City Clerk and/or City Treasurer be
appointive?”:
1. Draft Resolution A, calling and giving notice of the holding of a
General Municipal Election to be held on Tuesday, November 8,
2016 for the election of certain officers and for the submission to
the voters questions relating to city clerk and city treasurer
positions; and
2. Draft Resolution B, requesting the Board of Supervisors of the
County of San Luis Obispo to consolidate a General Municipal
Election to be held on November 8, 2016; and
3. Draft Resolution C, setting priorities for filing written arguments
regarding the City measures and directing the City Attorney to
prepare an impartial analysis; and
4. Draft Resolution D, providing for the filing of rebuttal arguments for
City measures submitted at Municipal Elections. [City Clerk]
3. Confirm the Appointment of the Interim Fire Chief Mike Hubert
Fiscal Impact: The appointment of the Interim Fire Chief position will not
exceed a period of six months; the associated salary of $75,000 for that
time period is included in the General Fund Fire Department budget.
Recommendations: Council:
1. Authorize the City Manager to execute an Agreement with Chief Mike
Hubert to serve as Interim Fire Chief in accordance with the provisions
of Government Code 21221(h); and
2. Approve Draft Resolution appointing Michael Hubert to the position of
Interim Fire Chief. [City Manager]
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 O’Malley
1. City / Schools Committee
2. County Mayors Round Table
3. SLO Council of Governments (SLOCOG)
4. SLO Regional Transit Authority (RTA)
Page 6
Mayor Pro Tem Moreno
1. California Joint Powers Insurance Authority (CJPIA) Board
2. City of Atascadero Finance Committee (Chair)
3. Economic Vitality Corporation, Board of Directors (EVC)
Council Member Fonzi
1. Air Pollution Control District
2. Oversight Board for Successor Agency to the Community Redevelopment
Agency of Atascadero
3. SLO Local Agency Formation Commission (LAFCo)
4. City of Atascadero Design Review Committee
5. SLO County Water Resources Advisory Committee (WRAC)
6. Water Issues Liaison
Council Member Kelley
1. Atascadero State Hospital Advisory Committee
2. City of Atascadero Design Review Committee
3. Homeless Services Oversight Council
4. City of Atascadero Finance Committee
5. Integrated Waste Management Authority (IWMA)
Council Member Sturtevant
1. City / Schools Committee
2. League of California Cities – Council Liaison
E. INDIVIDUAL DETERMINATION AND / OR ACTION:
1. City Council
2. City Clerk
3. City Treasurer
4. City Attorney
5. City Manager
F. ADJOURN TO SUCCESSOR AGENCY TO THE COMMUNITY
REDEVELOPMENT AGENCY OF ATASCADERO MEETING
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 pri or 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.
Page 7
I, Lara K. Christensen, Assistant City Clerk of the City of Atascadero, declare under the penalty of
perjury that the foregoing agenda for the June 14, 2016 Regular Session of the Atascadero City Council
was posted on June 7, 2016, at the Atascadero City Hall, 6500 Palma Avenue, Atascadero, CA 93422
and was available for public review at that location.
Signed this 7th day of June, 2016, at Atascadero, California.
Lori M. Kudzma, Deputy City Clerk
City of Atascadero
Page 8
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. Council
meetings will be held at the City Hall Council Chambers, 6500 Palma Avenue, Atascadero. Matters are considered by the
Council in the order of the printed Agenda. Regular Council meetings are televised live, audio recorded and videotaped
for future playback. Charter Communication customers may view the meetings on Charter Cable Channel 20 or via the
City’s website at www.atascadero.org. Meetings are also broadcast on radio station KPRL AM 1230. Contact the City
Clerk for more information (470-3400).
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, 6500 Palma Avenue, Atascadero, and on our website, www.atascadero.org. 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 .
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 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 approach the lectern and be recognized.
1. Give your name for the record (not required)
2. State the nature of your business.
3. All comments are limited to 3 minutes.
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
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). 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 must
be brought to the meeting on a USB drive or CD. 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.
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 pub lic 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 (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
The Mayor will announce when the public comment period is closed, and thereafter, no further public comments will be
heard by the Council.
Page 9
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 1 of 8
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Tuesday, May 10, 2016
City Hall Council Chambers, 4th floor
6500 Palma Avenue, Atascadero, California
CITY COUNCIL CLOSED SESSION: 5:00 P.M.
Mayor O’Malley announced at 5:01 p.m. that the Council is going into Closed Session.
1. CLOSED SESSION -- PUBLIC COMMENT - None
2. COUNCIL LEAVES CHAMBERS TO BEGIN CLOSED SESSION
3. CLOSED SESSION -- CALL TO ORDER
a. Conference with Labor Negotiators (Govt. Code Sec. 54957.6)
Agency designated representatives: Rachelle Rickard, City Manager
Employee Organizations: Atascadero Firefighters Bargaining Unit;
Atascadero Police Association; Service Employees International
Union, Local 620; Mid-Management/Professional Employees; Non-
Represented Professional and Management Workers and Confidential
Employees
4. CLOSED SESSION – ADJOURNMENT
City Council Closed Session: 5:00 P.M.
City Council Regular Session: 6:00 P.M.
Page 10
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 2 of 8
5. COUNCIL RETURNS TO CHAMBERS
6. CLOSED SESSION – REPORT
The City Attorney reported that there was no reportable action.
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
Mayor O’Malley called the meeting to order at 6:00 p.m. and Council Member Fonzi led
the Pledge of Allegiance.
ROLL CALL:
Present: Council Members Kelley, Fonzi, Sturtevant, and Mayor O’Malley
Absent: Mayor Pro Tem Moreno
Others Present: City Clerk Marcia McClure Torgerson
Staff Present: City Manager Rachelle Rickard, Administrative Services Director
Jeri Rangel, Public Works Director Nick DeBar, Police Chief Jerel
Haley, Fire Marshal Tom Peterson, City Attorney Brian Pierik, and
Deputy City Manager Lara Christensen.
APPROVAL OF AGENDA:
MOTION: By Council Member Sturtevant and seconded by Council
Member Fonzi to approve the agenda.
Motion passed 4:0 by a roll-call vote.
PRESENTATIONS:
1. Proclamation Recognizing May 15 - 21, 2016, as National Police Week and
May 15, 2016, as National Peace Officers Memorial Day
The City Council presented the Proclamation to Police Chief Jerel Haley.
2. Commendation to Mr. Heath West
The City Council presented the Commendation to Mr. West for his service to our youth,
to our community and to the City of Atascadero.
Page 11
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 3 of 8
3. Proclamation Recognizing May 1 – 7, 2016, as National Travel and Tourism
Week
The City Council presented the Proclamation to Brendan Pringle from Visit SLO County.
A. CONSENT CALENDAR:
1. City Council Draft Action Minutes – April 20, 2016
Recommendation: Council approve the City Council Draft Action Minutes
of the April 20, 2016 Special City Council meeting. [City Clerk]
2. March 2016 Accounts Payable and Payroll
Fiscal Impact: $2,009,530.89
Recommendation: Council approve certified City accounts payable, payroll
and payroll vendor checks for March 2016. [Administrative Services]
3. Apple Valley Assessment Districts
Fiscal Impact: Annual assessments for 2016/2017 will total $28,000 for
road/drainage system maintenance and $70,000 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in Apple Valley.
Recommendations:
Council:
1. Adopt Draft Resolution A initiating proceedings for the levy
and collection of annual assessments for Atascadero Street
and Storm Drain Maintenance District No. 01 (Apple Valley)
for fiscal year 2016/2017; and
2. Adopt Draft Resolution B accepting and preliminarily
approving the Engineer’s Annual Levy Report regarding the
Atascadero Street and Storm Drain Maintenance District No.
01 (Apple Valley); and
3. Adopt Draft Resolution C declaring the City’s intention to levy
and collect annual assessments within Atascadero Street and
Storm Drain Maintenance District No. 01 (Apple Valley) in
fiscal year 2016/2017, and to appoint a time and place for the
public hearing on these matters; and
4. Adopt Draft Resolution D initiating proceedings for annual levy
of assessments for the Atascadero Landscaping and Lighting
Maintenance District No. 01 (Apple Valley) for fiscal year
2016/2017 pursuant to the provisions of Part 2 of Division 15
of the California Streets and Highways Code; and
5. Adopt Draft Resolution E for preliminary approval of the
Annual Engineer’s Levy Report for the Atascadero
Landscaping and Lighting Maintenance District No. 01 (Apple
Valley) for fiscal year 2016/2017; and
Page 12
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 4 of 8
6. Adopt Draft Resolution F declaring the City’s intention to levy
and collect assessments for the Atascadero Landscaping and
Lighting Maintenance District No. 01 (Apple Valley) for fiscal
year 2016/2017. [Administrative Services]
4. DeAnza Estates Assessment Districts
Fiscal Impact: Annual assessments for 2016/2017 will total $40,090 for
road/drainage system maintenance and $15,875 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in De Anza Estates. The City General Fund will contribute $1,400
for the fiscal year 2016/2017 for half of the ma intenance costs of the trails
and open space.
Recommendations:
Council:
1. Adopt Draft Resolution A initiating proceedings for the levy
and collection of annual assessments for Atascadero Street
and Storm Drain Maintenance District No. 03 (De Anza
Estates) for fiscal year 2016/2017; and
2. Adopt Draft Resolution B accepting and preliminarily
approving the Engineer’s Annual Levy Report regarding the
Atascadero Street and Storm Drain Maintenance District No.
03 (De Anza Estates); and
3. Adopt Draft Resolution C declaring the City’s intention to levy
and collect annual assessments within Atascadero Street and
Storm Drain Maintenance District No. 03 (De Anza Estates) in
fiscal year 2016/2017, and to appoint a time and place for the
public hearing on these matters; and
4. Adopt Draft Resolution D initiating proceedings for annual levy
of assessments for the Atascadero Landscaping and Lighting
Maintenance District No. 03 (De Anza Estates) for fiscal year
2016/2017 pursuant to the provisions of Part 2 of Division 15
of the California Streets and Highways Code; and
5. Adopt Draft Resolution E for preliminary approval of the
Annual Engineer’s Levy Report for the Atascadero
Landscaping and Lighting Maintenance District No. 03 (De
Anza Estates) for fiscal year 2016/2017; and
6. Adopt Draft Resolution F declaring the City’s intention to levy
and collect assessments for the Atascadero Landscaping and
Lighting Maintenance District No. 03 (De Anza Estates) for
fiscal year 2016/2017. [Administrative Services]
5. Las Lomas (Woodridge) Assessment Districts
Fiscal Impact: Annual assessments for 2016/2017 will total $12,051 for
road/drainage system maintenance and $57,938 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in Las Lomas (Woodridge).
Recommendations:
Council:
Page 13
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 5 of 8
1. Adopt Draft Resolution A initiating proceedings for the levy
and collection of annual assessments for Atascadero Street
and Storm Drain Maintenance District No. 02 (Woodridge) for
fiscal year 2016/2017; and
2. Adopt Draft Resolution B accepting and preliminarily
approving the Engineer’s Annual Levy Report regarding the
Atascadero Street and Storm Drain Maintenance District No.
02 (Woodridge); and
3. Adopt Draft Resolution C declaring the City’s intention to levy
and collect annual assessments within Atascadero Street and
Storm Drain Maintenance District No. 02 (Woodridge) in fiscal
year 2016/2017, and to appoint a time and place for the public
hearing on these matters; and
4. Adopt Draft Resolution D initiating proceedings for annual levy
of assessments for the Atascadero Landscaping and Lighting
Maintenance District No. 02 (Woodridge) for fiscal year
2016/2017 pursuant to the provisions of Part 2 of Division 15
of the California Streets and Highways Code; and
5. Adopt Draft Resolution E for preliminary approval of the
Annual Engineer’s Levy Report for the Atascadero
Landscaping and Lighting Maintenance District No. 02
(Woodridge) for fiscal year 2016/2017; and
6. Adopt Draft Resolution F declaring the City’s inten tion to levy
and collect assessments for the Atascadero Landscaping and
Lighting Maintenance District No. 02 (Woodridge) for fiscal
year 2016/2017. [Administrative Services]
6. School Resource Officer (SRO) and Police Personnel
Fiscal Impact: The agreement will have no effect on the City’s bottom
line. If the MOU is authorized, the City would spend $80,000 per fiscal
year in funds received from the AUSD (for the 2-3 year life of the
agreement) and approximately $92,360 in budgeted Community Facilities
District Funds.
Recommendations:
Council:
1. Authorize the City Manager to sign a Memorandum of
Understanding with the Atascadero Unified School District for
the implementation of a School Resource Officer position at
Atascadero City Schools; and
2. Concur with the addition of one Community Services Officer
position to the 2016-2017 budget; and
3. Concur with the reclassification of one Police Corporal position
to a Police Sergeant position. [Police]
Mayor O’Malley pulled Item #A-6. Council Member Fonzi pulled Items #A-3, 4, & 5.
Item #A-3, 4, & 5: Council Member Fonzi asked for clarification on this item, and staff
answered her questions.
Page 14
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 6 of 8
MOTION: By Council Member Sturtevant and seconded by Council
Member Kelley to approve Items #A-1, 2, 3, 4, & 5 of the
Consent Calendar.
Motion passed 4:0 by a roll-call vote. (#A-3.1: Resolution
No. 2016-023, #A-3.2: Resolution No. 2016-024, #A-3.3:
Resolution No. 2016-025, #A-3.4: Resolution No. 2016-026, #A-
3.5: Resolution No. 2016-027, #A-3.6: Resolution No. 2016-028,
#A-4.1: Resolution No. 2016-029, #A-4.2: Resolution No. 2016-
030, #A-4.3: Resolution No. 2016-031, #A-4.4: Resolution No.
2016-032, #A-4.5: Resolution No. 2016-033, #A-4.6: Resolution
NO. 2016-034, #A-5.1: Resolution No. 2016-035, #A-5.2:
Resolution No. 2016-036, #A-5.3: Resolution No. 2016-037, #A-
5.4: Resolution No. 2016-038, #A-5.5: Resolution No. 2016-039,
#A-5.6: Resolution No. 2016-040)
Item #A-6: Mayor O’Malley asked Chief Haley to explain the agreement with the
School District for the School Resource Officer. Chief Haley gave a brief oral report.
PUBLIC COMMENT:
The following citizens spoke on this item: E.J. Rossi
Mayor O’Malley closed the Public Comment period.
MOTION: By Mayor O’Malley and seconded by Council Member Fonzi to
approve Item #A-6 of the Consent Calendar.
Motion passed 4:0 by a roll-call vote. (Contract No. 2016-
009)
UPDATES FROM THE CITY MANAGER:
City Manager Rachelle Rickard gave an update on projects and issues within the City.
COMMUNITY FORUM:
The following citizens spoke during Community Forum: Dan Feldman
Mayor O’Malley closed the COMMUNITY FORUM period.
Page 15
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 7 of 8
B. PUBLIC HEARINGS:
1. Weed Abatement - Hearing of Objections
Fiscal Impact: None
Recommendations:
Council:
1. Hear all objections to the proposed removal of vegetative
growth and/or refuse and allow or overrule any objections; and
2. Authorize the Fire Chief to proceed and perform the work of
abatement. [Fire]
Fire Marshal Tom Peterson gave the staff report and answered questions from the
Council.
PUBLIC COMMENT: None
MOTION: By Council Member Sturtevant and seconded by Council
Member Kelley to authorize the Fire Chief to proceed and
perform the work of abatement.
Motion passed 4:0 by a roll-call vote.
C. MANAGEMENT REPORTS:
1. Facility Rental Policies and Procedures
Fiscal Impact: None
Recommendation: Council review and approve revisions to the 2010
Facility Rental Policies and Procedures to include updates to facilities
available for rental, catering and Major Special Events Procedures.
[City Manager]
Mayor O’Malley announced that he will be stepping down on this item as his ownership
of an event center creates a potential conflict of interest.
Deputy City Manager Terrie Banish gave the staff report and answered questions from
the Council.
PUBLIC COMMENT: None
MOTION: By Council Member Kelley and seconded by Council Member
Sturtevant to approve revisions to the 2010 Facility Rental
Policies and Procedures to include updates to facilities
available for rental, catering and Major Special Events
Procedures, with the elimination of the second paragraph on
page 17 of the Policy that referred to an exclusive on-site
caterer.
Motion passed 3:0 by a roll-call vote. (O’Malley abstained)
Page 16
ITEM NUMBER: A-1
DATE: 06/14/16
Atascadero City Council
May 10, 2016
Page 8 of 8
COUNCIL ANNOUNCEMENTS AND REPORTS:
The City Council Members made brief announcements.
D. COMMITTEE REPORTS:
The following Council Members gave brief update reports on their committees since
their last Council meeting:
Mayor O’Malley
1. Integrated Waste Management Authority (IWMA) – Council Member Kelley
will be sitting in for Mayor O’Malley tomorrow, and will continue to serve,
taking Mayor O’Malley’s seat.
2. SLO Council of Governments (SLOCOG) – Discussed the SLO County Self-
Help Initiative.
Council Member Fonzi
1. Air Pollution Control District – Camp Roberts held a controlled burn today.
2. SLO Local Agency Formation Commission (LAFCo) – Received an
application for another water district, from a group of vineyard owners.
3. SLO County Water Resources Advisory Committee (WRAC) – Looking
towards water sheds, instead of basins. The County has received a $250,000
Proposition 1 grant; they are using it for the SLO Edna water basin.
E. INDIVIDUAL DETERMINATION AND / OR ACTION: None
F. ADJOURNMENT
Mayor O’Malley adjourned the meeting at 7:15 p.m.
MINUTES PREPARED BY:
______________________________________
Marcia McClure Torgerson, C.M.C.
City Clerk
Page 17
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 1 of 8
CITY OF ATASCADERO
CITY COUNCIL
DRAFT MINUTES
Tuesday, May 24, 2016
City Hall Council Chambers, 4th floor
6500 Palma Avenue, Atascadero, California
CITY COUNCIL CLOSED SESSION: 5:00 P.M.
Mayor O’Malley announced at 5:00 p.m. that the Council is going into Closed Session.
1. CLOSED SESSION -- PUBLIC COMMENT - None
2. COUNCIL LEAVES CHAMBERS TO BEGIN CLOSED SESSION
3. CLOSED SESSION -- CALL TO ORDER
a. Conference with Labor Negotiators (Govt. Code Sec. 54957.6)
Agency designated representatives: Rachelle Rickard, City Manager
Employee Organizations: Atascadero Firefighters Bargaining Unit;
Atascadero Police Association; Service Employees International
Union, Local 620; Mid-Management/Professional Employees; Non-
Represented Professional and Management Workers and Confidential
Employees
City Council Closed Session: 5:00 P.M.
City Council Regular Session: 6:00 P.M.
Page 18
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 2 of 8
4. CLOSED SESSION – ADJOURNMENT
5. COUNCIL RETURNS TO CHAMBERS
6. CLOSED SESSION – REPORT
The City Attorney reported that there was no reportable action in Closed Session.
REGULAR SESSION – CALL TO ORDER: 6:00 P.M.
Mayor O’Malley called the meeting to order at 6:04 p.m. and Pete Buckingham, from
Boy Scout Troop #51, led the Pledge of Allegiance.
ROLL CALL:
Present: Council Members Kelley, Fonzi, Sturtevant, Mayor Pro Tem
Moreno, and Mayor O’Malley
Absent: None
Others Present: City Clerk Marcia McClure Torgerson and City Treasurer Gere
Sibbach
Staff Present: City Manager Rachelle Rickard, Administrative Services Director
Jeri Rangel, Community Development Director Phil Dunsmore,
Public Works Director Nick DeBar, Police Sergeant Caleb Davis,
Fire Chief Kurt Stone, City Attorney Greg Murphy, and Deputy City
Manager Lara Christensen.
APPROVAL OF AGENDA:
MOTION: By Council Member Sturtevant and seconded by Council
Member Fonzi to approve the agenda.
Motion passed 5:0 by a roll-call vote.
PRESENTATIONS:
1. Presentation by Dr. Gil Stork, Superintendent/President of Cuesta College –
Update on Projects and Bond Spending
Dr. Stork gave a PowerPoint presentation on upcoming projects at Cuesta College.
Page 19
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 3 of 8
A. CONSENT CALENDAR:
1. City Council Draft Action Minutes – April 26, 2016
Recommendation: Council approve the City Council Draft Action Minutes
of the April 26, 2016 City Council meeting. [City Clerk]
2. Annual Review of Investment Policy & Approval of Amendments
Fiscal Impact: None
Recommendation: Council adopt the Draft Resolution amending and
adopting the City of Atascadero Investment Policy. [Administrative
Services]
3. March 2016 Investment Report
Fiscal Impact: None
Recommendation: Council receive and file the City Treasurer’s report for
quarter ending March 2016. [Administrative Services]
4. Final Map 2016-0182 / Parcel Map AT 14-0028 (TPM 2014-0101) / 10380 El
Camino Real (Henderson)
Fiscal Impact: None
Recommendations: Council:
1. Accept Final Parcel Map 2016-0182 (Parcel Map AT 14-0028); and
2. Reject, without prejudice to future acceptance on behalf of the
public by the Council of the City of Atascadero, the offer of
dedication for public drainage easement; and
3. Authorize and direct the City Clerk to endorse the Council’s
approval on the Map. [Community Development]
5. Temporary Road Closure - Colony Days Parade Route
Fiscal Impact: This is a non-profit event co-sponsored by the City and is
expected to cost less than $3,000 in budgeted General Funds. The
Colony Days Committee will provide the necessary resources to cover for
the additional costs related to the expanded parade route.
Recommendation: Council adopt the Draft Resolution establishing a
temporary Colony Days Parade Route on Saturday, October 15, 2016,
and establishing associated tow-away and “No Parking” zones and road
closures from October 13 – 16, 2016, on the dates, times and locations as
specified in the Draft Resolution. [Public Works]
6. Temporary Road Closure – Hot El Camino Cruise Nite 2016
Fiscal Impact: No net fiscal impact.
Recommendation: Council adopt the Draft Resolution authorizing
temporary road closures on Friday, August 19, 2016, for Hot El Camino
Cruise Nite 2016. [Public Works]
Page 20
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 4 of 8
7. Atascadero Tourism Business Improvement District (ATBID) Annual
Assessment
Fiscal Impact: None
Recommendations: Council:
1. Approve the ATBID Annual Report; and
2. Adopt the Draft Resolution, declaring intent to levy annual Business
Improvement District assessment, and set a public hearing for June
14, 2016. [City Manager]
8. Parking & Business Improvement Area (PBIA) Assessment
Fiscal Impact: None
Recommendation: Council adopt the Draft Resolution, declaring intent to
levy an annual Downtown Parking and Business Improvement Area
assessment, and set a public hearing for June 14, 2016. [City Manager]
9. Improvement Agreement – Walmart Stores, Inc / Del Rio Road
Commercial Area Specific Plan
Fiscal Impact: This agreement fulfills one of the conditions of approval of
the WalMart development project and does not result in fiscal impacts
because the elements of the agreement have already been accounted for
in the project approval.
Recommendation: Council authorize the City Manager to enter into an
Improvement Agreement with Walmart Stores Inc., consistent with the Del
Rio Road Commercial Area Specific Plan (City Council Resolution No.
2012-046, Condition #20). [Community Development]
City Clerk Torgerson explained an amendment to #A-1, correcting her recordation of the
vote on page #15 of the agenda packet (the minutes for 4/26/16 Agenda item C-2). The
vote should have been 4:1, with Council Member Sturtevant opposed.
Council Member Kelley pulled Item #A-9.
Mayor O’Malley stated that he will be abstaining on Item #A -7 due to a potential conflict
of interest.
MOTION: By Mayor Pro Tem Moreno and seconded by Council Member
Fonzi to approve Item #A-1 as amended, 2, 3, 4, 5, 6, 7, & 8 of
the Consent Calendar.
Motion passed 5:0 by a roll-call vote. (Item #A-7 vote was 4:0
with O’Malley abstained) (#A-2: Resolution No. 2016-041, #A-5:
Resolution No. 2016-042, #A-6: Resolution No. 2016-043, #A-7:
Resolution No. 2016-044, #A-8: Resolution No. 2016-045)
Item #A-9: Council Member Kelley asked staff to explain the responsibilities of the City
and Wal-Mart. Community Development Director Dunsmore clarified the
responsibilities.
Page 21
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 5 of 8
MOTION: By Council Member Kelley and seconded by Mayor Pro Tem
Moreno to approve Item #A-9 of the Consent Calendar.
Motion passed 5:0 by a roll-call vote. (Contract No. 2016-010)
UPDATES FROM THE CITY MANAGER:
City Manager Rachelle Rickard gave an update on projects and issues within the City.
COMMUNITY FORUM:
The following citizens spoke during Community Forum: Zak Paige, Don Daniels, and
Ron DeCarli.
Mayor O’Malley closed the COMMUNITY FORUM period.
B. PUBLIC HEARINGS:
1. Amendments to Fee Schedule
Ex-Parte Communications:
Fiscal Impact: There will be an increase in operating revenue resulting
from the CPI increase, with an offsetting increase in costs to provide the
services.
Recommendation: Council adopt Draft Resolution A establishing a
schedule of Fees and Charges for City Services. [Administrative Services]
Ex Parte Communications
All Council Members stated they have had no communications on this item.
Administrative Services Director Jeri Rangel gave the staff report and answered
questions from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: Vicki Fogleman, Sheila Henry, and Charles
Bourbeau.
Mayor O’Malley closed the Public Comment period.
MOTION: By Mayor Pro Tem Moreno and seconded by Council Member
Sturtevant to adopt Draft Resolution A establishing a schedule
of Fees and Charges for City Services.
Motion passed 4:1 by a roll-call vote. (Kelley opposed)
(Resolution No. 2016-046)
Page 22
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 6 of 8
2. Amendments to City Facility Rental Fee Schedule
Ex-Parte Communications:
Fiscal Impact: There will be an increase in operating revenue resulting
from the CPI increase, with an offsetting increase in costs to provide the
services.
Recommendation: Council adopt Draft Resolution A amending a
Schedule of Fees and Charges for City Facility Rentals. [Administrative
Services]
Mayor O’Malley stated that he will be stepping down on this item as he is the owner of
the Portola Inn which creates a potential conflict of interest for him.
Ex Parte Communications
All Council Members stated they have had no communications on this item.
Administrative Services Director Jeri Rangel gave the staff report and answered
questions from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: Jonalee Istenes
Mayor Pro Tem Moreno closed the Public Comment period.
MOTION: By Council Member Fonzi and seconded by Council Member
Sturtevant to adopt Draft Resolution A amending a Schedule
of Fees and Charges for City Facility Rentals, with the addition
of a security deposit for catering of $150.00 for the Pavilion
only.
Motion passed 3:1 by a roll-call vote. (Kelley opposed,
O’Malley abstained) (Resolution No. 2016-047)
C. MANAGEMENT REPORTS:
1. Agreement with Friends of Atascadero Lake and The Hansen Revocable
Family Trust to Supply Private Well Water to Atascadero Lake
Fiscal Impact: No significant fiscal impact to the City.
Recommendation: Council authorize the City Manager to execute an
agreement with Friends of Atascadero Lake and The Hansen Revocable
Family Trust to convey private well water to Atascadero Lake for the
purpose of offsetting evaporation water loss. [Public Works]
Deputy City Manager Lara Christensen gave the staff report and answered questions
from the Council.
Page 23
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 7 of 8
PUBLIC COMMENT:
The following citizens spoke on this item: Nancy Corran, Brian Istenes, Jim Istenes,
Jonalee Istenes, and Paul Murphy.
Mayor O’Malley closed the Public Comment period.
MOTION: By Council Member Sturtevant and seconded by Council
member Fonzi to authorize the City Manager to execute an
agreement with Friends of Atascadero Lake and The Hansen
Revocable Family Trust, including the changes requested by
the Friends of the Lake, to convey private well water to
Atascadero Lake for the purpose of offsetting evaporation
water loss.
Motion passed 5:0 by a roll-call vote. (Contract No. 2016-011)
Mayor O’Malley recessed the meeting at 8:25 p.m.
Mayor O’Malley reconvened the meeting at 8:32 p.m.
2. State Route 41 Complete Streets Feasibility Study
Fiscal Impact: None
Recommendation: Council approve the State Route 41 West Complete
Streets Feasibility Study. [Public Works]
Public Works Director Nick DeBar gave the staff report and answered questions from
the Council. Mr. DeBar introduced Steve Weinberger of W -Trans who gave a
presentation summarizing the process that was followed for this Study. John DeNunzio,
Transportation Planner with SLOCOG, also answered questions from Council.
PUBLIC COMMENT: None
MOTION: By Mayor O’Malley and seconded by Council Member Kelley to
approve the recommendations of the Draft State Route 41
West Complete Streets Feasibility Study.
Motion passed 5:0 by a roll-call vote.
COUNCIL ANNOUNCEMENTS AND REPORTS:
The City Council Members made brief announcements.
Page 24
ITEM NUMBER: A-2
DATE: 06/14/16
Atascadero City Council
May 24, 2016
Page 8 of 8
D. COMMITTEE REPORTS:
The following Council Members gave brief update reports on their committees since
their last Council meeting:
Mayor Pro Tem Moreno
1. County Mayors Round Table – Attended in Mayor O’Malley’s absence. Police
Chief of SLO made a presentation on the use of social media to assist their
efforts.
2. Economic Vitality Corporation, Board of Directors(EVC) – CalPoly is
developing workforce housing by leasing private land. Tomorrow the EVC will
be conducting their annual strategic planning workshop.
Council Member Fonzi
1. Water Issues Liaison – Board of Supervisors met today discussing
implementing SIGMA, particularly talking about the north county. Mr. Gibson
is in favor of one entire basin in the north county, including the Atascadero
basin, handled by the State. Atascadero Mutual Water Company submitted a
letter explaining that the City of Atascadero is already working on a
groundwater sustainability plan that is separate. Next update will be in
October.
Council Member Kelley
1. Atascadero State Hospital Advisory Committee – They have a new Director,
and are the second largest employer in the community. They discussed
upcoming opportunities, including the hiring of 60 police officers.
2. Homeless Services Oversight Council – Want to streamline the process to put
tiny homes within neighborhoods for the homeless. Council Member Kelley
did not vote on this because if the issue comes to the City of Atascadero he
will address it then.
E. INDIVIDUAL DETERMINATION AND / OR ACTION: None
F. ADJOURNMENT
Mayor O’Malley adjourned the meeting at 10:15 p.m.
MINUTES PREPARED BY:
______________________________________
Marcia McClure Torgerson, C.M.C.
City Clerk
Page 25
ITEM NUMBER: A-3
DATE: 06/14/16
Page 26
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148321 04/01/2016 29TONIGHT, CO. 378.18Accounts Payable Check
148322 04/01/2016 A & T ARBORISTS & VEGETATION 1,800.00Accounts Payable Check
148323 04/01/2016 ACCESS PUBLISHING 1,167.00Accounts Payable Check
148324 04/01/2016 AD STARR SPORTS 450.15Accounts Payable Check
148325 04/01/2016 JOE ALLEN 113.00Accounts Payable Check
148326 04/01/2016 AMERICAN MARBORG 108.85Accounts Payable Check
148327 04/01/2016 AMERICAN WEST TIRE & AUTO INC 395.58Accounts Payable Check
148328 04/01/2016 ASCAP 336.29Accounts Payable Check
148329 04/01/2016 ASSOCIATED TRAFFIC SAFETY 332.37Accounts Payable Check
148330 04/01/2016 A-STITCH EMBROIDERY 196.56Accounts Payable Check
148331 04/01/2016 AT&T 342.23Accounts Payable Check
148332 04/01/2016 AT&T 875.99Accounts Payable Check
148333 04/01/2016 ATASCADERO ECONOMIC FOUNDATION 14,500.00Accounts Payable Check
148335 04/01/2016 ATASCADERO MUTUAL WATER CO. 3,564.75Accounts Payable Check
148336 04/01/2016 ATASCADERO NEWS 12,400.68Accounts Payable Check
148337 04/01/2016 AURORA WORLD, INC. 1,038.71Accounts Payable Check
148338 04/01/2016 BLACK KNIGHT FINANCIAL SVC,LLC 8.00Accounts Payable Check
148339 04/01/2016 DEBRA R. BREWER 49.00Accounts Payable Check
148340 04/01/2016 BURT INDUSTRIAL SUPPLY 77.53Accounts Payable Check
148341 04/01/2016 CALPORTLAND COMPANY 428.83Accounts Payable Check
148342 04/01/2016 KEVIN CAMPION 194.80Accounts Payable Check
148343 04/01/2016 CED CONSOLIDATED ELECTRICAL 761.43Accounts Payable Check
148344 04/01/2016 CINDY CHAVEZ 65.90Accounts Payable Check
148345 04/01/2016 KATHLEEN J. CINOWALT 217.70Accounts Payable Check
148346 04/01/2016 CITY OF FRESNO-POLICE DEPT. 1,364.00Accounts Payable Check
148347 04/01/2016 COAST LINE DISTRIBUTING 281.96Accounts Payable Check
148348 04/01/2016 COBAN TECHNOLOGIES, INC. 636.31Accounts Payable Check
148349 04/01/2016 CORAGGIO GROUP, INC. 11,094.83Accounts Payable Check
148350 04/01/2016 MIGUEL A. CORDERO 80.00Accounts Payable Check
148351 04/01/2016 CIMON J. CORMIER 60.00Accounts Payable Check
148352 04/01/2016 CRYSTAL SPRINGS WATER 26.30Accounts Payable Check
148353 04/01/2016 SHARON J. DAVIS 479.50Accounts Payable Check
148354 04/01/2016 NICHOLAS DEBAR 300.00Accounts Payable Check
148355 04/01/2016 PATRICIA DEIRMENJIAN 142.50Accounts Payable Check
148356 04/01/2016 DRIVE CUSTOMS 233.40Accounts Payable Check
148357 04/01/2016 PHILIP DUNSMORE 300.00Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 27
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148358 04/01/2016 ED'S FLYMEAT LLC 35.95Accounts Payable Check
148359 04/01/2016 EL CAMINO BUILDING SUPPLY 29.11Accounts Payable Check
148360 04/01/2016 ELECTRICRAFT, INC. 3,071.50Accounts Payable Check
148361 04/01/2016 ESTANCIA DEVELOPMENT, LLC. 1,800.00Accounts Payable Check
148362 04/01/2016 FASTENAL COMPANY 583.87Accounts Payable Check
148363 04/01/2016 FERRELL'S AUTO REPAIR 229.31Accounts Payable Check
148364 04/01/2016 FGL ENVIRONMENTAL 757.00Accounts Payable Check
148365 04/01/2016 FOOD FOR LESS 26.92Accounts Payable Check
148366 04/01/2016 FRANCHISE TAX BOARD 300.00Accounts Payable Check
148367 04/01/2016 GAS COMPANY 386.34Accounts Payable Check
148368 04/01/2016 ANDREW J. GEFTAKYS 180.00Accounts Payable Check
148369 04/01/2016 GEM AUTO PARTS 548.14Accounts Payable Check
148370 04/01/2016 GREENSCAPE AERATION CO. 3,200.00Accounts Payable Check
148371 04/01/2016 BRADLEY A. HACKLEMAN 555.00Accounts Payable Check
148372 04/01/2016 JEREL HALEY 113.00Accounts Payable Check
148373 04/01/2016 HART IMPRESSIONS PRINTING 130.68Accounts Payable Check
148374 04/01/2016 HINDERLITER, DE LLAMAS 1,013.21Accounts Payable Check
148376 04/01/2016 HOME DEPOT CREDIT SERVICES 3,109.22Accounts Payable Check
148377 04/01/2016 INFORMATION TECHNOLOGY 990.19Accounts Payable Check
148378 04/01/2016 EVELYN R. INGRAM 920.53Accounts Payable Check
148379 04/01/2016 JJB AUTO GLASS 260.00Accounts Payable Check
148380 04/01/2016 JK'S UNLIMITED 313.90Accounts Payable Check
148381 04/01/2016 JOE A. GONSALVES & SON 3,000.00Accounts Payable Check
148382 04/01/2016 K & M INTERNATIONAL 4,337.25Accounts Payable Check
148383 04/01/2016 BRENDAN P. KELSO 168.00Accounts Payable Check
148384 04/01/2016 KIDZ LOVE SOCCER 2,866.50Accounts Payable Check
148385 04/01/2016 NANCY S. KNOX 113.40Accounts Payable Check
148386 04/01/2016 KRITZ EXCAVATING & TRUCKNG INC 437.40Accounts Payable Check
148387 04/01/2016 LORI KUDZMA 394.52Accounts Payable Check
148388 04/01/2016 LAWSON PRODUCTS, INC. 629.82Accounts Payable Check
148389 04/01/2016 LEAGUE OF CALIFORNIA CITIES 420.00Accounts Payable Check
148390 04/01/2016 ANDREW M. LUCAS 179.00Accounts Payable Check
148391 04/01/2016 MADRONE LANDSCAPES, INC. 204.00Accounts Payable Check
148392 04/01/2016 MAINLINE UTILITY CO. 27,073.70Accounts Payable Check
148393 04/01/2016 MICHAEL K. NUNLEY & ASSC, INC. 1,150.00Accounts Payable Check
148394 04/01/2016 MINER'S ACE HARDWARE 472.86Accounts Payable Check
148395 04/01/2016 MISSION UNIFORM SERVICE 415.28Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 28
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148396 04/01/2016 VOID 0.00Accounts Payable Check
148397 04/01/2016 MOSS, LEVY, & HARTZHEIM LLP 3,210.00Accounts Payable Check
148398 04/01/2016 MOUNTAIN CORPORATION 787.76Accounts Payable Check
148399 04/01/2016 NBS 6,224.12Accounts Payable Check
148400 04/01/2016 OFFICE DEPOT INC. 231.33Accounts Payable Check
148401 04/01/2016 PACIFIC GAS AND ELECTRIC 8,266.07Accounts Payable Check
148402 04/01/2016 CHARLES D PALADIN WAYNE 900.00Accounts Payable Check
148403 04/01/2016 PAPICH CONSTRUCTION CO., INC. 10,962.82Accounts Payable Check
148404 04/01/2016 PAVEMENT ENGINEERING, INC. 2,288.50Accounts Payable Check
148405 04/01/2016 ROBIN K. PENDLEY 60.00Accounts Payable Check
148406 04/01/2016 PENGUIN RANDOM HOUSE, LLC 315.60Accounts Payable Check
148407 04/01/2016 PETTY CASH-FIRE DEPARTMENT 28.06Accounts Payable Check
148408 04/01/2016 PRAXAIR DISTRIBUTION, INC. 8.35Accounts Payable Check
148409 04/01/2016 PRO TOW 182.00Accounts Payable Check
148410 04/01/2016 PROCARE JANITORIAL SUPPLY,INC. 916.36Accounts Payable Check
148411 04/01/2016 QUALITY CODE PUBLISHING 1,023.24Accounts Payable Check
148412 04/01/2016 RADAR SHOP, INC. 380.70Accounts Payable Check
148413 04/01/2016 JERI RANGEL 300.00Accounts Payable Check
148414 04/01/2016 RACHELLE RICKARD 500.00Accounts Payable Check
148415 04/01/2016 SAMUEL RODRIGUEZ 179.00Accounts Payable Check
148416 04/01/2016 SAN LUIS POWERHOUSE, INC. 675.00Accounts Payable Check
148417 04/01/2016 SANTA LUCIA SPORTSMEN ASSC INC 179.20Accounts Payable Check
148418 04/01/2016 JOHN C. SIEMENS 231.70Accounts Payable Check
148419 04/01/2016 RYAN SLOAN 179.00Accounts Payable Check
148420 04/01/2016 SMART AND FINAL 66.39Accounts Payable Check
148421 04/01/2016 SOLARCITY CORPORATION 224.00Accounts Payable Check
148422 04/01/2016 SOUTH COAST EMERGENCY VEH SVC 333.25Accounts Payable Check
148423 04/01/2016 SOUTHERN COMPUTER WAREHOUSE 2,860.43Accounts Payable Check
148424 04/01/2016 STANLEY CONVERGENT SECURITY 526.82Accounts Payable Check
148425 04/01/2016 STAPLES CREDIT PLAN 1,236.21Accounts Payable Check
148426 04/01/2016 SUNLIGHT JANITORIAL 2,600.00Accounts Payable Check
148427 04/01/2016 SUNSET SERVICE CENTER 121.00Accounts Payable Check
148428 04/01/2016 SUPERIOR CRANE & TRANSPORT 264.00Accounts Payable Check
148429 04/01/2016 TESCO CONTROLS, INC. 1,094.28Accounts Payable Check
148430 04/01/2016 THE TOP SHOP UPHOLSTERY 307.20Accounts Payable Check
148431 04/01/2016 THE TRIBUNE 312.00Accounts Payable Check
148432 04/01/2016 TUCKFIELD & ASSOCIATES 1,529.01Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 29
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148433 04/01/2016 TY, INC. 442.56Accounts Payable Check
148434 04/01/2016 U.S. POSTMASTER 600.00Accounts Payable Check
148435 04/01/2016 ULTREX BUSINESS PRODUCTS 136.82Accounts Payable Check
148436 04/01/2016 UNITED STAFFING ASSC., INC. 1,750.32Accounts Payable Check
148437 04/01/2016 USA BLUE BOOK 1,213.47Accounts Payable Check
148438 04/01/2016 BRIDGET M. VAN BEEK 100.00Accounts Payable Check
148439 04/01/2016 IWINA M. VAN BEEK 140.00Accounts Payable Check
148440 04/01/2016 WALLACE GROUP 39,383.75Accounts Payable Check
148441 04/01/2016 WELL SEEN SIGN CO., LLC 250.91Accounts Payable Check
148442 04/01/2016 WEST COAST AUTO & TOWING, INC. 129.00Accounts Payable Check
148443 04/01/2016 WHITLOCK & WEINBERGER TRANS. 20,191.04Accounts Payable Check
148444 04/01/2016 WILBUR-ELLIS COMPANY 846.97Accounts Payable Check
148445 04/01/2016 WILKINS ACTION GRAPHICS 228.03Accounts Payable Check
148446 04/01/2016 WISHPETS CO. 152.68Accounts Payable Check
148447 04/07/2016 ATASCADERO MID MGRS ORG UNION 30.00Payroll Vendor Payment
148448 04/07/2016 ATASCADERO POLICE OFFICERS 1,186.25Payroll Vendor Payment
148449 04/07/2016 ATASCADERO PROF. FIREFIGHTERS 864.25Payroll Vendor Payment
148450 04/07/2016 HARTFORD LIFE INSURANCE 6,922.00Payroll Vendor Payment
148451 04/07/2016 NATIONWIDE RETIREMENT SOLUTION 593.60Payroll Vendor Payment
148452 04/07/2016 NAVIA BENEFIT SOLUTIONS 1,626.28Payroll Vendor Payment
148453 04/07/2016 SEIU LOCAL 620 930.03Payroll Vendor Payment
148454 04/07/2016 VANTAGEPOINT TRNSFR AGT 106099 329.05Payroll Vendor Payment
148455 04/07/2016 VANTAGEPOINT TRNSFR AGT 304633 2,739.60Payroll Vendor Payment
148456 04/07/2016 CHEVRON & TEXACO BUS. CARD 1,107.92Accounts Payable Check
148457 04/07/2016 FRANCHISE TAX BOARD 456.70Accounts Payable Check
148458 04/07/2016 RAYMOND ROBERT MOLLE 179.00Accounts Payable Check
148459 04/07/2016 CHARLES D PALADIN WAYNE 1,370.10Accounts Payable Check
148460 04/07/2016 SHELL 761.09Accounts Payable Check
148461 04/07/2016 WEX BANK - 76 UNIVERSL 12,390.22Accounts Payable Check
2222 04/08/2016 STATE DISBURSEMENT UNIT 408.46Payroll Vendor Payment
2223 04/08/2016 HEALTHEQUITY, INC. 6,710.10Payroll Vendor Payment
2224 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 23,224.06Payroll Vendor Payment
2225 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 37,848.14Payroll Vendor Payment
2226 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,021.25Payroll Vendor Payment
2227 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,050.21Payroll Vendor Payment
2228 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,102.31Payroll Vendor Payment
ITEM NUMBER: A-3
DATE: 06/14/16
Page 30
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
2229 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,275.63Payroll Vendor Payment
2230 04/08/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 5,059.72Payroll Vendor Payment
2231 04/12/2016 RABOBANK, N.A. 48,100.22Payroll Vendor Payment
2232 04/12/2016 EMPLOYMENT DEV DEPARTMENT 12,617.44Payroll Vendor Payment
2233 04/12/2016 EMPLOYMENT DEV. DEPARTMENT 1,826.47Payroll Vendor Payment
148462 04/15/2016 AGP VIDEO, INC. 2,740.00Accounts Payable Check
148463 04/15/2016 ALL SEASONS HEAT & A/C 36.50Accounts Payable Check
148464 04/15/2016 ALLIANCE SEPTIC SERVICE 500.00Accounts Payable Check
148465 04/15/2016 ALLSTAR FIRE EQUIPMENT, INC. 25.45Accounts Payable Check
148466 04/15/2016 ALTHOUSE & MEADE, INC. 1,415.88Accounts Payable Check
148467 04/15/2016 AMERICAN WEST TIRE & AUTO INC 1,294.69Accounts Payable Check
148468 04/15/2016 ANTECH DIAGNOSTICS 517.09Accounts Payable Check
148469 04/15/2016 AT&T 438.73Accounts Payable Check
148470 04/15/2016 AT&T 134.89Accounts Payable Check
148471 04/15/2016 ATASCADERO HAY & FEED 645.87Accounts Payable Check
148472 04/15/2016 BIG RED MARKETING, INC. 5,000.00Accounts Payable Check
148473 04/15/2016 BREZDEN PEST CONTROL, INC. 160.00Accounts Payable Check
148474 04/15/2016 SHIRLEY R. BRUTON 604.80Accounts Payable Check
148475 04/15/2016 BURKE,WILLIAMS, & SORENSON LLP 14,332.94Accounts Payable Check
148476 04/15/2016 C3 CONSTRUCTION & DEVELOPMENT 9,739.50Accounts Payable Check
148477 04/15/2016 CA BUILDING STANDARDS COMM. 427.50Accounts Payable Check
148478 04/15/2016 CA CODE CHECK, INC. 8,509.38Accounts Payable Check
148479 04/15/2016 KATE CAPELA 13.88Accounts Payable Check
148480 04/15/2016 CENTRAL COAST CASUALTY REST. 579.80Accounts Payable Check
148481 04/15/2016 CHARTER COMMUNICATIONS 69.98Accounts Payable Check
148482 04/15/2016 CMS COMMUNICATIONS, INC. 338.84Accounts Payable Check
148483 04/15/2016 COASTAL COPY, LP 772.02Accounts Payable Check
148484 04/15/2016 COASTAL REPROGRAPHIC SERVICES 16.33Accounts Payable Check
148485 04/15/2016 CIMON J. CORMIER 140.00Accounts Payable Check
148486 04/15/2016 CRYSTAL SPRINGS WATER 73.00Accounts Payable Check
148487 04/15/2016 CULLIGAN/CENTRAL COAST WTR TRT 70.00Accounts Payable Check
148488 04/15/2016 DAN BIDDLE PEST CONTROL SERVIC 135.00Accounts Payable Check
148489 04/15/2016 DARRYL'S LOCK AND SAFE 50.00Accounts Payable Check
148490 04/15/2016 DELTA LIQUID ENERGY 80.00Accounts Payable Check
148491 04/15/2016 DEPARTMENT OF CONSERVATION 1,648.54Accounts Payable Check
148492 04/15/2016 DIVISION OF STATE ARCHITECT 322.20Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 31
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148493 04/15/2016 DOCUTEAM 132.53Accounts Payable Check
148494 04/15/2016 DOOLEY ENTERPRISES INC 3,219.04Accounts Payable Check
148495 04/15/2016 DRIVE CUSTOMS 1,026.00Accounts Payable Check
148496 04/15/2016 FARM SUPPLY COMPANY 268.64Accounts Payable Check
148497 04/15/2016 FASTENAL COMPANY 1,056.41Accounts Payable Check
148498 04/15/2016 FEDERAL EXPRESS 156.89Accounts Payable Check
148499 04/15/2016 FERRELL'S AUTO REPAIR 360.89Accounts Payable Check
148500 04/15/2016 FIRE ETC 236.80Accounts Payable Check
148501 04/15/2016 FITNESS EDGE EXERCISE EQUIP. 446.38Accounts Payable Check
148502 04/15/2016 FOOD FOR LESS 84.16Accounts Payable Check
148503 04/15/2016 FRANCHISE TAX BOARD 662.05Accounts Payable Check
148504 04/15/2016 GAS COMPANY 2,128.32Accounts Payable Check
148505 04/15/2016 ANDREW J. GEFTAKYS 100.00Accounts Payable Check
148506 04/15/2016 GEM AUTO PARTS 949.27Accounts Payable Check
148507 04/15/2016 GREEN TRADING USA 156.81Accounts Payable Check
148508 04/15/2016 HART IMPRESSIONS PRINTING 97.39Accounts Payable Check
148509 04/15/2016 HELIXSTORM, INC. 1,542.39Accounts Payable Check
148510 04/15/2016 HYPERTEC DIRECT 3,028.87Accounts Payable Check
148511 04/15/2016 INHOUSE SECURITY SERVICE, LLC 560.00Accounts Payable Check
148512 04/15/2016 J. CARROLL CORPORATION 608.90Accounts Payable Check
148513 04/15/2016 TOM JAMASON 250.00Accounts Payable Check
148514 04/15/2016 JK'S UNLIMITED 14,789.55Accounts Payable Check
148515 04/15/2016 JOEL SWITZER DIESEL REPAIR,INC 7,052.21Accounts Payable Check
148516 04/15/2016 L.N. CURTIS & SONS 124.36Accounts Payable Check
148517 04/15/2016 LIFE ASSIST, INC. 555.48Accounts Payable Check
148518 04/15/2016 MADRONE LANDSCAPES, INC. 616.48Accounts Payable Check
148519 04/15/2016 MARTIN & CHAPMAN CO. 72.80Accounts Payable Check
148520 04/15/2016 BECKY MAXWELL 51.73Accounts Payable Check
148521 04/15/2016 MEDPOST URGENT CARE-PASO ROBLE 200.00Accounts Payable Check
148522 04/15/2016 MELIN ENTERPRISES,INC. 200.00Accounts Payable Check
148523 04/15/2016 MID-COAST MOWER & SAW, INC. 48.82Accounts Payable Check
148524 04/15/2016 MINER'S ACE HARDWARE 460.94Accounts Payable Check
148525 04/15/2016 MISSION UNIFORM SERVICE 300.32Accounts Payable Check
148526 04/15/2016 REON C MONSON 255.00Accounts Payable Check
148527 04/15/2016 RAYMOND L. MULLIKIN 234.00Accounts Payable Check
148528 04/15/2016 MV TRANSPORTATION, INC. 12,538.13Accounts Payable Check
148529 04/15/2016 MWI ANIMAL HEALTH 369.35Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 32
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148530 04/15/2016 NATL ALLIANCE FOR YOUTH SPORTS 130.54Accounts Payable Check
148531 04/15/2016 NORTH COAST ENGINEERING INC. 714.16Accounts Payable Check
148532 04/15/2016 OFFICE DEPOT INC. 837.10Accounts Payable Check
148533 04/15/2016 TARA ORLICK 50.76Accounts Payable Check
148535 04/15/2016 PACIFIC GAS AND ELECTRIC 17,234.62Accounts Payable Check
148536 04/15/2016 CHARLES D PALADIN WAYNE 1,986.15Accounts Payable Check
148537 04/15/2016 PARADISE COALITION, INC. 802.53Accounts Payable Check
148538 04/15/2016 ROBIN K. PENDLEY 120.00Accounts Payable Check
148539 04/15/2016 TOM PETERSON 466.00Accounts Payable Check
148540 04/15/2016 PROCARE JANITORIAL SUPPLY,INC. 779.64Accounts Payable Check
148541 04/15/2016 PROMOLOCKER, INC. 1,000.00Accounts Payable Check
148542 04/15/2016 JERI RANGEL 77.00Accounts Payable Check
148543 04/15/2016 REC FOUNDATION 500.00Accounts Payable Check
148544 04/15/2016 SAFEGUARD BUSINESS SYSTEMS,INC 80.31Accounts Payable Check
148545 04/15/2016 SECRETARY OF STATE 40.00Accounts Payable Check
148546 04/15/2016 SHORIN-RYU KARATE 336.00Accounts Payable Check
148547 04/15/2016 SLO CO AIR POLLUTION CTRL DIST 392.00Accounts Payable Check
148548 04/15/2016 SPEAKWRITE, LLC. 327.94Accounts Payable Check
148549 04/15/2016 CONNER M. SPEARS 2,860.00Accounts Payable Check
148550 04/15/2016 STANLEY CONVERGENT SECURITY 1,572.16Accounts Payable Check
148551 04/15/2016 STATE BOARD OF EQUALIZATION 1,242.00Accounts Payable Check
148552 04/15/2016 STATE WATER RES CONTROL BOARD 230.00Accounts Payable Check
148553 04/15/2016 TEMPLETON UNIFORMS 58.64Accounts Payable Check
148554 04/15/2016 THRIVE TRAINING CENTER 232.40Accounts Payable Check
148558 04/15/2016 U.S. BANK 20,774.81Accounts Payable Check
148559 04/15/2016 ULTREX BUSINESS PRODUCTS 453.96Accounts Payable Check
148560 04/15/2016 UNITED STAFFING ASSC., INC. 1,575.29Accounts Payable Check
148561 04/15/2016 UNIVAR USA, INC. 5,818.18Accounts Payable Check
148562 04/15/2016 BRIDGET M. VAN BEEK 80.00Accounts Payable Check
148563 04/15/2016 IWINA M. VAN BEEK 140.00Accounts Payable Check
148564 04/15/2016 VERIZON WIRELESS 1,661.27Accounts Payable Check
148565 04/15/2016 JERRY CRAIG VINOKUROV 200.00Accounts Payable Check
148566 04/15/2016 VISIT SAN LUIS OBISPO COUNTY 7,500.00Accounts Payable Check
148567 04/15/2016 WARM FUZZY TOYS 226.36Accounts Payable Check
148568 04/15/2016 WELL SEEN SIGN CO., LLC 124.03Accounts Payable Check
148569 04/15/2016 WEST COAST AUTO & TOWING, INC. 210.00Accounts Payable Check
148570 04/15/2016 WESTERN JANITOR SUPPLY 151.66Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 33
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148571 04/15/2016 WILLIAMS FLOORING AMERICA, INC 1,399.00Accounts Payable Check
148572 04/15/2016 KAREN B. WYKE 691.80Accounts Payable Check
148573 04/21/2016 ATASCADERO MID MGRS ORG UNION 30.00Payroll Vendor Payment
148574 04/21/2016 ATASCADERO POLICE OFFICERS 1,186.25Payroll Vendor Payment
148575 04/21/2016 ATASCADERO PROF. FIREFIGHTERS 864.25Payroll Vendor Payment
148576 04/21/2016 EMPLOYMENT DEV. DEPARTMENT 2,502.00Payroll Vendor Payment
148577 04/21/2016 HARTFORD LIFE INSURANCE 7,027.00Payroll Vendor Payment
148578 04/21/2016 ICMA-RC 125.00Payroll Vendor Payment
148579 04/21/2016 NATIONWIDE RETIREMENT SOLUTION 626.12Payroll Vendor Payment
148580 04/21/2016 NAVIA BENEFIT SOLUTIONS 1,626.28Payroll Vendor Payment
148581 04/21/2016 NAVIA BENEFIT SOLUTIONS 70.00Payroll Vendor Payment
148582 04/21/2016 SEIU LOCAL 620 952.42Payroll Vendor Payment
148583 04/21/2016 VANTAGEPOINT TRNSFR AGT 106099 329.05Payroll Vendor Payment
148584 04/21/2016 VANTAGEPOINT TRNSFR AGT 304633 2,839.60Payroll Vendor Payment
2234 04/22/2016 STATE DISBURSEMENT UNIT 408.46Payroll Vendor Payment
2235 04/22/2016 HEALTHEQUITY, INC. 7,213.01Payroll Vendor Payment
2236 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 23,682.88Payroll Vendor Payment
2237 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 37,508.38Payroll Vendor Payment
2238 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,032.84Payroll Vendor Payment
2239 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,979.10Payroll Vendor Payment
2240 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,099.88Payroll Vendor Payment
2241 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,275.63Payroll Vendor Payment
2242 04/22/2016 CALIF PUBLIC EMPLOYEES RETIREMENT SYSTEM 4,992.24Payroll Vendor Payment
2243 04/26/2016 RABOBANK, N.A. 48,198.54Payroll Vendor Payment
2244 04/26/2016 EMPLOYMENT DEV DEPARTMENT 12,595.61Payroll Vendor Payment
2245 04/26/2016 EMPLOYMENT DEV. DEPARTMENT 1,794.00Payroll Vendor Payment
148585 04/26/2016 ALLSTATE WORKPLACE DIVISION 2,522.19Payroll Vendor Payment
148586 04/26/2016 ANTHEM BLUE CROSS HEALTH 141,829.08Payroll Vendor Payment
148587 04/26/2016 LINCOLN NATIONAL LIFE INS CO 1,483.82Payroll Vendor Payment
148588 04/26/2016 MEDICAL EYE SERVICES 1,724.28Payroll Vendor Payment
148589 04/26/2016 PREFERRED BENEFITS INSURANCE 9,352.70Payroll Vendor Payment
148590 04/29/2016 A & R CONSTRUCTION 9,146.00Accounts Payable Check
148591 04/29/2016 A & T ARBORISTS & VEGETATION 5,800.00Accounts Payable Check
148592 04/29/2016 A J'S APPLIANCE SERVICE 150.80Accounts Payable Check
148593 04/29/2016 KIM ABMA 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 34
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148594 04/29/2016 PATRICK & LILY AGUADA 194.61Accounts Payable Check
148595 04/29/2016 AK & COMPANY 1,750.00Accounts Payable Check
148596 04/29/2016 ALL SIGNS AND GRAPHICS, LLC 829.44Accounts Payable Check
148597 04/29/2016 ALLSTAR FIRE EQUIPMENT, INC. 1,184.90Accounts Payable Check
148598 04/29/2016 AMERICAN MARBORG 216.10Accounts Payable Check
148599 04/29/2016 AMERICAN WEST TIRE & AUTO INC 650.70Accounts Payable Check
148600 04/29/2016 CHRISTOPHER R. AMES ETAL 194.61Accounts Payable Check
148601 04/29/2016 TRACY L. ANDERSON 165.95Accounts Payable Check
148602 04/29/2016 ANTECH DIAGNOSTICS 446.26Accounts Payable Check
148603 04/29/2016 FIDEL R & CATHERINE C ARANGORIN 165.95Accounts Payable Check
148604 04/29/2016 RICHARD F ARMET 165.95Accounts Payable Check
148605 04/29/2016 TODD J ARNESON 194.61Accounts Payable Check
148606 04/29/2016 ARRIS STUDIO ARCHITECTS 940.00Accounts Payable Check
148608 04/29/2016 AT&T 627.03Accounts Payable Check
148609 04/29/2016 AT&T 840.47Accounts Payable Check
148610 04/29/2016 ATASCADERO HAY & FEED 64.79Accounts Payable Check
148611 04/29/2016 ALLEN S & ERIN J BAINS 194.61Accounts Payable Check
148612 04/29/2016 YUN-MYONG BANG ETAL 165.95Accounts Payable Check
148613 04/29/2016 ABRAHAM BARAKAT TRE ETAL 165.95Accounts Payable Check
148614 04/29/2016 HEIRS OF COLLEEN M BARGA-MILBURY 194.61Accounts Payable Check
148615 04/29/2016 BASSETT'S CRICKET RANCH,INC. 471.90Accounts Payable Check
148616 04/29/2016 BATTERY SYSTEMS, INC. 103.31Accounts Payable Check
148617 04/29/2016 JENNIFER E BELKEN 165.95Accounts Payable Check
148618 04/29/2016 TROY P & REBECCA L BERG 165.95Accounts Payable Check
148619 04/29/2016 KEITH R. BERGHER 56.25Accounts Payable Check
148620 04/29/2016 BERRY MAN, INC. 811.33Accounts Payable Check
148621 04/29/2016 JOSHUA & MARTA BLOCK 194.61Accounts Payable Check
148622 04/29/2016 NORMAN C. BOUDREAU 165.95Accounts Payable Check
148623 04/29/2016 DONALD DLGYH BOVEE TRE 194.61Accounts Payable Check
148624 04/29/2016 CONNIE S BRADFORD 165.95Accounts Payable Check
148625 04/29/2016 SUSAN BRADY ETAL 165.95Accounts Payable Check
148626 04/29/2016 SHELLY A. BRADY 165.95Accounts Payable Check
148627 04/29/2016 DEBRA R. BREWER 24.50Accounts Payable Check
148628 04/29/2016 DOUGLAS S & DOROTHY S BROOKS 194.61Accounts Payable Check
148629 04/29/2016 LAUREN M. BROWN ETAL 165.95Accounts Payable Check
148630 04/29/2016 KENNETH L BROWN TRE ETAL 165.95Accounts Payable Check
148631 04/29/2016 JOSEPHINE L. BROWN 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 35
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148632 04/29/2016 DALE A & REBECCA F BRUCE 331.90Accounts Payable Check
148633 04/29/2016 ROBERT B BURROWS 165.95Accounts Payable Check
148634 04/29/2016 BUTLER BUSINESS MACHINES 123.52Accounts Payable Check
148635 04/29/2016 DEBORAH E BYRON 165.95Accounts Payable Check
148636 04/29/2016 CA CODE CHECK, INC. 3,627.37Accounts Payable Check
148637 04/29/2016 RICHARD G CALKINS TRE ETAL 165.95Accounts Payable Check
148638 04/29/2016 CALPORTLAND COMPANY 252.47Accounts Payable Check
148639 04/29/2016 JESSE CAMPOS 165.95Accounts Payable Check
148640 04/29/2016 KATE CAPELA 56.56Accounts Payable Check
148641 04/29/2016 MICHEL B & LESLIE M CARNES 165.95Accounts Payable Check
148642 04/29/2016 BENJAMIN S CARROLL ETAL 194.61Accounts Payable Check
148643 04/29/2016 JEFFREY F CATTANEO ETAL 165.95Accounts Payable Check
148644 04/29/2016 CENTRAL CA ASA 580.00Accounts Payable Check
148645 04/29/2016 CHARLES PRODUCTS, INC. 353.85Accounts Payable Check
148646 04/29/2016 CITY CLERKS ASSC OF CALIF 80.00Accounts Payable Check
148647 04/29/2016 CHAD M. CLARK ETAL 165.95Accounts Payable Check
148648 04/29/2016 CLEVER CONCEPTS, INC. 7,000.00Accounts Payable Check
148649 04/29/2016 COASTAL COPY, LP 454.65Accounts Payable Check
148650 04/29/2016 COASTAL REPROGRAPHIC SERVICES 970.92Accounts Payable Check
148651 04/29/2016 COBAN TECHNOLOGIES, INC. 6,718.40Accounts Payable Check
148652 04/29/2016 KEVIN COLE ETUX 165.95Accounts Payable Check
148653 04/29/2016 MIGUEL A. CORDERO 140.00Accounts Payable Check
148654 04/29/2016 CIMON J. CORMIER 80.00Accounts Payable Check
148655 04/29/2016 KIRSTEN CORNEJO 165.95Accounts Payable Check
148656 04/29/2016 STEVEN D & MARY C CORNELIUS 165.95Accounts Payable Check
148657 04/29/2016 MATTHEW L. COSTICK 165.95Accounts Payable Check
148658 04/29/2016 RAYMOND L & CHRISTINA A COWDEN 82.98Accounts Payable Check
148659 04/29/2016 CRAIG & HEIDI COX 82.98Accounts Payable Check
148660 04/29/2016 CROP PRODUCTION SERVICES, INC. 4,130.55Accounts Payable Check
148661 04/29/2016 CRYSTAL SPRINGS WATER 273.40Accounts Payable Check
148662 04/29/2016 RICHARD D & CK CULLEN 165.95Accounts Payable Check
148663 04/29/2016 DALE R CUMMINGS TRE ETAL 165.95Accounts Payable Check
148664 04/29/2016 MATTHEW J. CURRY 160.00Accounts Payable Check
148665 04/29/2016 RONALD D & BEVERLY J DANIEL 194.61Accounts Payable Check
148666 04/29/2016 KAREN M. DAUTREMONT ETAL 194.61Accounts Payable Check
148667 04/29/2016 BOBBY L. DAVIS ETAL 165.95Accounts Payable Check
148668 04/29/2016 DOUGLAS S. DAVIS 194.61Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 36
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148669 04/29/2016 JOEY M. DAVIS 194.61Accounts Payable Check
148670 04/29/2016 DEEP BLUE INTEGRATION, INC. 135.00Accounts Payable Check
148671 04/29/2016 JOHN A JR & JONELLE DEERING 165.95Accounts Payable Check
148672 04/29/2016 MICHAEL J DEHART 165.95Accounts Payable Check
148673 04/29/2016 JACK E. & KATHLEEN I. DELORE 165.95Accounts Payable Check
148674 04/29/2016 JEROME W & ERIN K DENGATE 194.61Accounts Payable Check
148675 04/29/2016 DEPARTMENT OF TRANSPORTATION 2,947.23Accounts Payable Check
148676 04/29/2016 GARRY & DARCY DEROSE 194.61Accounts Payable Check
148677 04/29/2016 STEVEN C. & BARBARA J. DESPAIN 165.95Accounts Payable Check
148678 04/29/2016 DIAMOND MANUFACTURING, INC. 49.75Accounts Payable Check
148679 04/29/2016 MICHAEL & BECKY DIDONNA 165.95Accounts Payable Check
148680 04/29/2016 DIVERSIFIED PROJECT SERVICES 59,705.00Accounts Payable Check
148681 04/29/2016 BRIAN L DONAGHE 165.95Accounts Payable Check
148682 04/29/2016 KENNETH L. & VALERIE M. DONOHOO 194.61Accounts Payable Check
148683 04/29/2016 DRIVE CUSTOMS 539.36Accounts Payable Check
148684 04/29/2016 EVA DURHAM 194.61Accounts Payable Check
148685 04/29/2016 ROBERT N. DYER ETUX 194.61Accounts Payable Check
148686 04/29/2016 MATTHEW B. EASTON 194.61Accounts Payable Check
148687 04/29/2016 ECS IMAGING, INC. 8,953.00Accounts Payable Check
148688 04/29/2016 ED'S FLYMEAT LLC 127.85Accounts Payable Check
148689 04/29/2016 ELECTRICRAFT, INC. 155.00Accounts Payable Check
148690 04/29/2016 WILLIAM D ELKINS 165.95Accounts Payable Check
148691 04/29/2016 MICHELINA M ENDRESEN TRE 165.95Accounts Payable Check
148692 04/29/2016 JUDITH A ERNST 165.95Accounts Payable Check
148693 04/29/2016 ESCUELA DEL RIO 600.00Accounts Payable Check
148694 04/29/2016 JON A & LISA A EVERETT 165.95Accounts Payable Check
148695 04/29/2016 JENNIFER FANNING 19.44Accounts Payable Check
148696 04/29/2016 VICTOR FERNANDEZ 165.95Accounts Payable Check
148697 04/29/2016 FERRELL'S AUTO REPAIR 162.00Accounts Payable Check
148698 04/29/2016 FGL ENVIRONMENTAL 72.00Accounts Payable Check
148699 04/29/2016 SAUL & ALICIA L FLORES 165.95Accounts Payable Check
148700 04/29/2016 FOOD FOR LESS 60.26Accounts Payable Check
148701 04/29/2016 JAMES M FORTE ETUX 165.95Accounts Payable Check
148702 04/29/2016 ERICA & KEVIN FRYBURGER 165.95Accounts Payable Check
148703 04/29/2016 CLYDE W GANES 194.61Accounts Payable Check
148704 04/29/2016 GILBERTO SR & JK GAONA 194.61Accounts Payable Check
148705 04/29/2016 GAS COMPANY 243.58Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 37
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148706 04/29/2016 HAROLD C JR & ARLENE J GASCH 165.95Accounts Payable Check
148707 04/29/2016 JAY GAYLEN TRE ETAL 165.95Accounts Payable Check
148708 04/29/2016 ANDREW J. GEFTAKYS 140.00Accounts Payable Check
148709 04/29/2016 GEM AUTO PARTS 863.07Accounts Payable Check
148710 04/29/2016 ELBERT GIFFORD JR. TRE ETAL 389.22Accounts Payable Check
148711 04/29/2016 GILBERT'S LANDSCAPES 3,893.70Accounts Payable Check
148712 04/29/2016 MARC & BETTY GILLESPIE 88.26Accounts Payable Check
148713 04/29/2016 GOLDEN STATE COPIER & MAILING 97.73Accounts Payable Check
148714 04/29/2016 MARK C. & AMY K. GONZALES 194.61Accounts Payable Check
148715 04/29/2016 JOEL GONZALEZ 165.95Accounts Payable Check
148716 04/29/2016 ANDREW B GOODMAN 194.61Accounts Payable Check
148717 04/29/2016 FRANK A & JENNIFER C GOODWIN 165.95Accounts Payable Check
148718 04/29/2016 DEREK R GOSS 165.95Accounts Payable Check
148719 04/29/2016 HEATHER GREEN 28.00Accounts Payable Check
148720 04/29/2016 MICHAEL GROOM 165.95Accounts Payable Check
148721 04/29/2016 GST 3,361.08Accounts Payable Check
148722 04/29/2016 LEE M & MARCIA K GUELFF 165.95Accounts Payable Check
148723 04/29/2016 JASON R & LUCY M GUTIERREZ 165.95Accounts Payable Check
148724 04/29/2016 HACH COMPANY 8,081.04Accounts Payable Check
148725 04/29/2016 HEIRS OF MELISSA C HALEY ETCON 165.95Accounts Payable Check
148726 04/29/2016 JEFFRIE D & DEBRA A HALL 165.95Accounts Payable Check
148727 04/29/2016 BRIAN S HALLETT 165.95Accounts Payable Check
148728 04/29/2016 KRISTAN A HAMANN 165.95Accounts Payable Check
148729 04/29/2016 KAREN E HAMBLIN TRE 194.61Accounts Payable Check
148730 04/29/2016 DELORES C HAMM TRE ETAL 165.95Accounts Payable Check
148731 04/29/2016 FELISA M. HAMMAN 165.95Accounts Payable Check
148732 04/29/2016 PHILIP HAMMER TRE ETAL 165.95Accounts Payable Check
148733 04/29/2016 STEPHEN E. HANSON ETUX 165.95Accounts Payable Check
148734 04/29/2016 MICHAEL J & KAREN L HARPER 165.95Accounts Payable Check
148735 04/29/2016 MICHELLE HARPER 165.95Accounts Payable Check
148736 04/29/2016 SEAN M HARRIS 165.95Accounts Payable Check
148737 04/29/2016 HART IMPRESSIONS PRINTING 553.85Accounts Payable Check
148738 04/29/2016 RICHARD L HAUN 194.61Accounts Payable Check
148739 04/29/2016 CLAUDIA L. HAYNER 165.95Accounts Payable Check
148740 04/29/2016 WALTER D HEMENWAY IV 165.95Accounts Payable Check
148741 04/29/2016 ANNA L HIGH 165.95Accounts Payable Check
148742 04/29/2016 RICK A HIGH 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 38
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148743 04/29/2016 JOAN M HILL TRE 194.61Accounts Payable Check
148744 04/29/2016 RYAN HOFSTETTER 14.04Accounts Payable Check
148745 04/29/2016 BS & ME HOLLAND 165.95Accounts Payable Check
148746 04/29/2016 HORS CATEGORY INVESTMENTS LLC 194.61Accounts Payable Check
148747 04/29/2016 INGLIS PET HOTEL 5,000.00Accounts Payable Check
148748 04/29/2016 THE INK CO. 315.23Accounts Payable Check
148749 04/29/2016 STEVE & JUDITH ISAKSON 194.61Accounts Payable Check
148750 04/29/2016 J. CARROLL CORPORATION 548.32Accounts Payable Check
148751 04/29/2016 JAMKE 165.95Accounts Payable Check
148752 04/29/2016 MARIO T & MARY O JAUREZ 194.61Accounts Payable Check
148753 04/29/2016 CHRISTIAN S & JULIE JOWETT 165.95Accounts Payable Check
148754 04/29/2016 CURT JUCHNIEWICZ TRE ETAL 194.61Accounts Payable Check
148755 04/29/2016 K PENCE CONSULTING 2,070.00Accounts Payable Check
148756 04/29/2016 RIAD Y & IKBAL KAOUD 165.95Accounts Payable Check
148757 04/29/2016 KARP LAND SURVEYS 1,452.50Accounts Payable Check
148758 04/29/2016 JOHN G. & ANITA G. KASEROFF 194.61Accounts Payable Check
148759 04/29/2016 DAVID L. & DEBORAH L. KENNEY 165.95Accounts Payable Check
148760 04/29/2016 TIMOTHY M KERSHNER 165.95Accounts Payable Check
148761 04/29/2016 KMIT SOLUTIONS 3,315.00Accounts Payable Check
148762 04/29/2016 WADE S. KNOWLES 45.00Accounts Payable Check
148763 04/29/2016 KPRL 1230 AM 320.00Accounts Payable Check
148764 04/29/2016 JOHN KRIL 165.95Accounts Payable Check
148765 04/29/2016 MOHAMMAD R & LYNN E KUHZARANI 194.61Accounts Payable Check
148766 04/29/2016 ROSEMARIE Q. LAMBERT 165.95Accounts Payable Check
148767 04/29/2016 DARBY C LAMPRECHT 165.95Accounts Payable Check
148768 04/29/2016 CLARENCE D. LAND 194.61Accounts Payable Check
148769 04/29/2016 JESSE & JANINA LANDON 165.95Accounts Payable Check
148770 04/29/2016 DENNIS B & JILL M LANES 165.95Accounts Payable Check
148771 04/29/2016 MICHAEL W LANT TRE 194.61Accounts Payable Check
148772 04/29/2016 LEAGUE OF CALIFORNIA CITIES 150.00Accounts Payable Check
148773 04/29/2016 CHARLES A LEES 165.95Accounts Payable Check
148774 04/29/2016 JOHN S LEHMAN TRE ETAL 165.95Accounts Payable Check
148775 04/29/2016 ELEAZAR J & BERTHA LEPIZ 165.95Accounts Payable Check
148776 04/29/2016 ALBERT LEWIS TRE ETAL 165.95Accounts Payable Check
148777 04/29/2016 ROBERT B & STEFANIA VC LIBRIZZI 165.95Accounts Payable Check
148778 04/29/2016 LIFE ASSIST, INC. 1,272.53Accounts Payable Check
148779 04/29/2016 ROBERT A & LEIGH V LIVICK 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 39
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148780 04/29/2016 DENNIS LOFTUS 165.95Accounts Payable Check
148781 04/29/2016 ALFONSO & GRACIELA MADRIGAL 165.95Accounts Payable Check
148782 04/29/2016 MADRONE LANDSCAPES, INC. 3,362.00Accounts Payable Check
148783 04/29/2016 TONI K MARTIN 165.95Accounts Payable Check
148784 04/29/2016 DANIEL A & SARAH J MARTINEZ 165.95Accounts Payable Check
148785 04/29/2016 SCOTT MASCOLO ETAL 165.95Accounts Payable Check
148786 04/29/2016 JUDY M. & G. MACE MAVROLEON 165.95Accounts Payable Check
148787 04/29/2016 RYAN J & ALANA M MAXWELL 165.95Accounts Payable Check
148788 04/29/2016 MARK E. MCGARVEY TRE ETAL 80.45Accounts Payable Check
148789 04/29/2016 DANIEL L V MCKENZIE ET AL 165.95Accounts Payable Check
148790 04/29/2016 SAMUEL HENRY MCMILLAN 40.00Accounts Payable Check
148791 04/29/2016 SAMUEL H. MCMILLAN, SR. 20.00Accounts Payable Check
148792 04/29/2016 MEDPOST URGENT CARE-PASO ROBLE 30.00Accounts Payable Check
148793 04/29/2016 MARJORIE A MENESEZ 165.95Accounts Payable Check
148794 04/29/2016 MICHAEL V & MF MESSINA 194.61Accounts Payable Check
148795 04/29/2016 MICHAEL K. NUNLEY & ASSC, INC. 6,189.80Accounts Payable Check
148796 04/29/2016 MID-COAST MOWER & SAW, INC. 268.71Accounts Payable Check
148797 04/29/2016 RICHARD O. MILNER TRE 194.61Accounts Payable Check
148799 04/29/2016 MINER'S ACE HARDWARE 1,151.82Accounts Payable Check
148800 04/29/2016 MISSION UNIFORM SERVICE 421.82Accounts Payable Check
148801 04/29/2016 HERSHEL B & AMIE M MOODY 165.95Accounts Payable Check
148802 04/29/2016 DONALD R. MORELLI TRE ETAL 194.61Accounts Payable Check
148803 04/29/2016 RAYMOND J JR & DARLENE A MOSHER 194.61Accounts Payable Check
148804 04/29/2016 MWI ANIMAL HEALTH 53.46Accounts Payable Check
148805 04/29/2016 JOAN E NAVARRO TRE 194.61Accounts Payable Check
148806 04/29/2016 HEIRS OF JOHN R NEAL ETUX 194.61Accounts Payable Check
148807 04/29/2016 CHRISTOPHER J & JAMIE L NEUTILL 194.61Accounts Payable Check
148808 04/29/2016 MANUEL D & LUCILLE C NEVAREZ 165.95Accounts Payable Check
148809 04/29/2016 NEW TIMES 383.45Accounts Payable Check
148810 04/29/2016 KRISTINA KE NEWBY 165.95Accounts Payable Check
148811 04/29/2016 ETHAN B. NEWMAN 194.61Accounts Payable Check
148812 04/29/2016 TYLER P. & JULIE C. NEWTON 165.95Accounts Payable Check
148813 04/29/2016 HARRY J NIELSEN TRE ETAL 194.61Accounts Payable Check
148814 04/29/2016 SEAN M & RACHEL M NIELSON 165.95Accounts Payable Check
148815 04/29/2016 MARY J NISBET TRE ETAL 194.61Accounts Payable Check
148816 04/29/2016 DOUGLAS S NIX 165.95Accounts Payable Check
148817 04/29/2016 BRAD L NOLL TRE ETAL 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 40
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148818 04/29/2016 NORTH COUNTY GLASS 87.79Accounts Payable Check
148819 04/29/2016 DONALD & DENISE NOVAK 165.95Accounts Payable Check
148820 04/29/2016 O.C. TANNER 1,130.76Accounts Payable Check
148821 04/29/2016 OFFICE DEPOT INC. 828.77Accounts Payable Check
148822 04/29/2016 GLENN R OHLER TRE ETAL 165.95Accounts Payable Check
148823 04/29/2016 LAWRENCE P OLSEN 165.95Accounts Payable Check
148824 04/29/2016 ONTRAC 13.90Accounts Payable Check
148825 04/29/2016 TARA ORLICK 45.36Accounts Payable Check
148826 04/29/2016 PACIFIC GAS AND ELECTRIC 15,725.76Accounts Payable Check
148827 04/29/2016 MARLON W & JILLIAN D PAISANO 165.95Accounts Payable Check
148828 04/29/2016 JUAN PALAFOX ETAL 194.61Accounts Payable Check
148829 04/29/2016 JOHN & SYLVIA R PALEO 165.95Accounts Payable Check
148830 04/29/2016 ROBERT A & HEIDI J PARRA 194.61Accounts Payable Check
148831 04/29/2016 PASO ROBLES FORD LINCOLN MERC 156.58Accounts Payable Check
148832 04/29/2016 JOHN S & DONNA L PATTERSON 165.95Accounts Payable Check
148833 04/29/2016 BERNARD PAULSON TRE ETAL 165.95Accounts Payable Check
148834 04/29/2016 ROBERT D PENCE ETAL 194.61Accounts Payable Check
148835 04/29/2016 ROBIN K. PENDLEY 120.00Accounts Payable Check
148836 04/29/2016 CYNTHIA C & ROBERTA A PEREZ 194.61Accounts Payable Check
148837 04/29/2016 RAYMOND M & ELLEN M PERKINS 194.61Accounts Payable Check
148838 04/29/2016 DENIS M & THERESA M PERRY 165.95Accounts Payable Check
148839 04/29/2016 PERRY'S PARCEL & GIFT 40.14Accounts Payable Check
148840 04/29/2016 PHOENIX ZOO 91.39Accounts Payable Check
148841 04/29/2016 JACOB R & CATHERINE H PIATTI 194.61Accounts Payable Check
148842 04/29/2016 DANIEL PICKERING ETAL 165.95Accounts Payable Check
148843 04/29/2016 CHARLES F. PIERCE 165.95Accounts Payable Check
148844 04/29/2016 PIONA LANE LLC 165.95Accounts Payable Check
148845 04/29/2016 FRED PLOTKIN TRE ETAL 194.61Accounts Payable Check
148846 04/29/2016 LEROY G & TERESA J POLETTI 165.95Accounts Payable Check
148847 04/29/2016 GARY T. & JENNIFER E. PORTER 194.61Accounts Payable Check
148848 04/29/2016 RICHARD PORTERFIELD TRE ETAL 165.95Accounts Payable Check
148849 04/29/2016 PROCARE JANITORIAL SUPPLY,INC. 959.05Accounts Payable Check
148850 04/29/2016 PRW STEEL SUPPLY, INC. 220.44Accounts Payable Check
148851 04/29/2016 MARK S PURDUE ETAL 194.61Accounts Payable Check
148852 04/29/2016 JORGE QUIROS TRE ETAL 194.61Accounts Payable Check
148853 04/29/2016 RICHARD S RAILSBACK JR 165.95Accounts Payable Check
148854 04/29/2016 MICHAEL A & PAMALEE RAMIREZ 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 41
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148855 04/29/2016 JAMES R. RAMOS TRE 165.95Accounts Payable Check
148856 04/29/2016 RANGE MASTER 723.60Accounts Payable Check
148857 04/29/2016 CAMERON REGAN 194.61Accounts Payable Check
148858 04/29/2016 MICHAEL D & JEANINE M REYNOLDS 165.95Accounts Payable Check
148859 04/29/2016 RONNI R. RIDENOUR TRE ETAL 194.61Accounts Payable Check
148860 04/29/2016 ALAN RIGGINS TRE ETAL 165.95Accounts Payable Check
148861 04/29/2016 ALAN L RINGER ETAL 165.95Accounts Payable Check
148862 04/29/2016 GARY L & KATHLEEN ROBERTSHAW ETAL 165.95Accounts Payable Check
148863 04/29/2016 GARY L & KATHY ROBERTSHAW 165.95Accounts Payable Check
148864 04/29/2016 TINA ROBERTSON 165.95Accounts Payable Check
148865 04/29/2016 CHRISTOPHER R. ROBINSON 262.00Accounts Payable Check
148866 04/29/2016 JEFFREY L ROCHA TRE ETAL 165.95Accounts Payable Check
148867 04/29/2016 STEVEN R. RODRIGUEZ 194.61Accounts Payable Check
148868 04/29/2016 JOHN W ROGERS 165.95Accounts Payable Check
148869 04/29/2016 TERRY ROMERO 194.61Accounts Payable Check
148870 04/29/2016 WC & LL ROUSE 165.95Accounts Payable Check
148871 04/29/2016 ROY L LARSEN PROPERTIES LLC 360.56Accounts Payable Check
148872 04/29/2016 GARY L & MARY M RUSH 165.95Accounts Payable Check
148873 04/29/2016 S & M FIRE PROTECTION 640.00Accounts Payable Check
148874 04/29/2016 PAUL P & JAYNE A SACKS 194.61Accounts Payable Check
148875 04/29/2016 SAN LUIS POWERHOUSE, INC. 511.99Accounts Payable Check
148876 04/29/2016 DAVID S SANFORD ETAL 194.61Accounts Payable Check
148877 04/29/2016 SANTA MARIA SUN, LLC 281.40Accounts Payable Check
148878 04/29/2016 SANTA MONICA SEAFOOD 313.80Accounts Payable Check
148879 04/29/2016 ENRIQUE SANTANO 165.95Accounts Payable Check
148880 04/29/2016 SCOTT & ANJA SCHLOTMAN 165.95Accounts Payable Check
148881 04/29/2016 LINDA M. SCHMAELING 194.61Accounts Payable Check
148882 04/29/2016 JANE SCHMITZ ETAL 165.95Accounts Payable Check
148883 04/29/2016 ANTHONY C. SEARSON 194.61Accounts Payable Check
148884 04/29/2016 DAVID & KATHRYN SERGE 194.61Accounts Payable Check
148885 04/29/2016 THE SHERWIN-WILLIAMS COMPANY 170.15Accounts Payable Check
148886 04/29/2016 JOHN C. SIEMENS 235.20Accounts Payable Check
148887 04/29/2016 SHERIL L SILVA TRE ETAL 165.95Accounts Payable Check
148888 04/29/2016 JULIAN E & MARY L SIMMONS 165.95Accounts Payable Check
148889 04/29/2016 S SCOTT SIMONS 165.95Accounts Payable Check
148890 04/29/2016 SLO COUNTY SHERIFF'S OFFICE 159.00Accounts Payable Check
148891 04/29/2016 JAMES C. & TINA SLUSHER 194.61Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 42
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148892 04/29/2016 DAVID L. SMAW 80.00Accounts Payable Check
148893 04/29/2016 PAULINE G SMITH TRE ETAL 165.95Accounts Payable Check
148894 04/29/2016 EARL F & SARAH E SMITH 165.95Accounts Payable Check
148895 04/29/2016 GREGORY A. & PAIGE M. SMITH 194.61Accounts Payable Check
148896 04/29/2016 WILLIAM F & MARY J SMITH 194.61Accounts Payable Check
148897 04/29/2016 CURTIS W & JENNIFER L SOLOMON 165.95Accounts Payable Check
148898 04/29/2016 RODNEY A & JANIS F SPEARS 194.61Accounts Payable Check
148899 04/29/2016 CHARLES M & KRISTINE M SPINDEL 165.95Accounts Payable Check
148900 04/29/2016 KEVIN K. & KANYA STAIB 194.61Accounts Payable Check
148901 04/29/2016 AL STANFORD TRE 165.95Accounts Payable Check
148902 04/29/2016 STAPLES CREDIT PLAN 159.76Accounts Payable Check
148903 04/29/2016 STATEWIDE TRAFFIC SAFETY&SIGNS 740.89Accounts Payable Check
148904 04/29/2016 HEIRS OF PATRICK D STEELE 165.95Accounts Payable Check
148905 04/29/2016 JOHN D & JANICE M STEELY 194.61Accounts Payable Check
148906 04/29/2016 TERRI R STINSON 165.95Accounts Payable Check
148907 04/29/2016 WILLIAM J STOBBS 165.95Accounts Payable Check
148908 04/29/2016 STEPHEN & BARBARA STOFFEL 165.95Accounts Payable Check
148909 04/29/2016 CRAIG E. STOLZ TRE ETAL 194.61Accounts Payable Check
148910 04/29/2016 KURT W. STONE 80.22Accounts Payable Check
148911 04/29/2016 SUNLIGHT JANITORIAL 2,461.00Accounts Payable Check
148912 04/29/2016 SUSAN D SWANSON TRE 165.95Accounts Payable Check
148913 04/29/2016 GARY & MARIETTA SZYDLOWSKI 194.61Accounts Payable Check
148914 04/29/2016 JERRY H TANIMOTO TRE 165.95Accounts Payable Check
148915 04/29/2016 RONALD R. TARICA 121.70Accounts Payable Check
148916 04/29/2016 THOMA ELECTRIC, INC. 910.00Accounts Payable Check
148917 04/29/2016 JACQUELINE E & JUSTIN D TILLGKEIT 194.61Accounts Payable Check
148918 04/29/2016 THOMAS C & JANET A TINGLEY 194.61Accounts Payable Check
148919 04/29/2016 STEVE TIROTTA 129.02Accounts Payable Check
148920 04/29/2016 HUGO E. & JAMIE C. TOVAR 194.61Accounts Payable Check
148921 04/29/2016 TOYSMITH 396.36Accounts Payable Check
148922 04/29/2016 TRIBUNE 2,615.00Accounts Payable Check
148923 04/29/2016 WADE & DAWN TUCKER 194.61Accounts Payable Check
148924 04/29/2016 BARBARA J TURK TRE 165.95Accounts Payable Check
148925 04/29/2016 ESTHER G TWETEN TRE ETAL 194.61Accounts Payable Check
148926 04/29/2016 UNION BANK, N.A. 2,573.00Accounts Payable Check
148927 04/29/2016 UNITED STAFFING ASSC., INC. 1,750.32Accounts Payable Check
148928 04/29/2016 DAVID VAIL 165.95Accounts Payable Check
ITEM NUMBER: A-3
DATE: 06/14/16
Page 43
Check
Number
Check
Date Vendor Description Amount
City of Atascadero
Disbursement Listing
For the Month of April 2016
148929 04/29/2016 IWINA M. VAN BEEK 140.00Accounts Payable Check
148930 04/29/2016 SUSAN M. VASGIRD 165.95Accounts Payable Check
148931 04/29/2016 STEVE A. VENN TRE ETAL 194.61Accounts Payable Check
148932 04/29/2016 VERIZON WIRELESS 245.24Accounts Payable Check
148933 04/29/2016 ROSEMARY G. VICTORINE TRE 165.95Accounts Payable Check
148934 04/29/2016 MARGUERITE VINCENT TRE 165.95Accounts Payable Check
148935 04/29/2016 WALLACE GROUP 8,651.40Accounts Payable Check
148936 04/29/2016 BRAD T & BONNY K WALTERS 165.95Accounts Payable Check
148937 04/29/2016 DONALD M & JEANINE D WALTERS 165.95Accounts Payable Check
148938 04/29/2016 JOHN WEBER TRE ETAL 194.61Accounts Payable Check
148939 04/29/2016 DAVID & LORIANN WEINSTEIN 165.95Accounts Payable Check
148940 04/29/2016 ROY R. WEIPERT TRE ETAL 194.61Accounts Payable Check
148941 04/29/2016 SARAH WELCH 165.95Accounts Payable Check
148942 04/29/2016 TAMMIE A WENTER 165.95Accounts Payable Check
148943 04/29/2016 WHIT'S TURN TREE CARE 1,500.00Accounts Payable Check
148944 04/29/2016 WILLIAMS FLOORING AMERICA, INC 2,550.00Accounts Payable Check
148945 04/29/2016 J DAVID WILSON ETUX 194.61Accounts Payable Check
148946 04/29/2016 STEVE T JR & PAMELA P WOLF 165.95Accounts Payable Check
148947 04/29/2016 JERED WRIGHT 165.95Accounts Payable Check
148948 04/29/2016 JAMES E & JACKIE M YOUNG 194.61Accounts Payable Check
148949 04/29/2016 JOSEPH B YOUNGQUIST ETUX 194.61Accounts Payable Check
148950 04/29/2016 S & H YUNG 165.95Accounts Payable Check
148951 04/29/2016 JOEL J & LARRAINE L ZARMATI 165.95Accounts Payable Check
148952 04/29/2016 ZEE MEDICAL SERVICES CO. 369.47Accounts Payable Check
148953 04/29/2016 CLARENCE L ZOOK 165.95Accounts Payable Check
$1,160,683.69
ITEM NUMBER: A-3
DATE: 06/14/16
Page 44
ITEM NUMBER: A-4
DATE: 06/14/16
Atascadero City Council
Staff Report – Administrative Services Department
2016-2017 Annual Spending Limit
RECOMMENDATION:
Council adopt the Draft Resolution establishing the annual spending limit for fiscal year
2016-2017.
DISCUSSION:
The City’s annual spending limit (Gann Limit) must be approved by Council at the
beginning of each fiscal year. Staff calculates the new limit based on the formula set
forth in Proposition 111.
The limit was calculated as follows:
A.Prior Year Spending Limit 30,239,530$
B.Population Factor (City)1.0144
C.Inflation Factor (Per Capita)1.0537
D.Adjustment Factor (B * C)1.0689
E.Total Adjustment (A*(D-1))2,082,687$
F.Current Year Limit (A + E)32,322,217$
FISCAL IMPACT:
None.
ATTACHMENT:
1. Draft Resolution- Adopting the Fiscal Year 2016-2017 Annual Spending Limit
Page 45
ITEM NUMBER: A-4
DATE: 06/14/16
ATTACHMENT: 1
DRAFT RESOLUTION
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ADOPTING THE FISCAL YEAR
2016-2017 ANNUAL SPENDING LIMIT
WHEREAS, Proposition 111 revises the methodology used to calculate the Annual
Spending Limit; and
WHEREAS, the City of Atascadero must select the most appropriate criteria to be used
in calculating the annual limit.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Atascadero
SECTION 1. That the City of Atascadero elects to use the following criteria for fiscal
year 2016-2017 in establishing its new Annual Spending Limit:
City Population and
Growth in California Per Capita Personal Income
SECTION 2. That the annual spending limit for 2016-2017 is calculated as follows:
Fiscal Year Percentage Change New Limit
2016-2017 6.89% $32,322,217
SECTION 3. Any judicial action or challenge must be commenced within 45 days of the
effective date of this resolution.
SECTION 4. Documentation used in determining the Annual Spending Limit is
available to the public in the Administrative Services Department, 6500 Palma Avenue,
Atascadero, California.
Page 46
ITEM NUMBER: A-4
DATE: 06/14/16
ATTACHMENT: 1
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: _______________________________
Tom O’Malley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
Page 47
ITEM NUMBER: A-5
DATE: 06/14/16
Atascadero City Council
Staff Report – Fire Department
Purchase of EKG Monitors
RECOMMENDATIONS:
Council:
1. Authorize the Director of Administrative Services to appropriate $145,500 in
donation funds from the Estate of Bertha Shultz for the purchase of EKG
monitors; and
2. Authorize the purchase of five new EKG Monitors from Physio Control Inc. in the
amount of $145,414, using the donation funds from the Estate of Bertha Shultz.
DISCUSSION:
The Atascadero Department of Fire and Emergency Services presently has five Zoll
EKG Monitors in service. These EKG Monitors were purchased, over 11 years ago,
with prior donations from Ms. Bertha Shultz. The Monitors are bi-phasic AED Monitors
and are exhibiting dependability issues with greater repair costs. The purchase of new
EKG monitors will ensure reliability for the next 10 years, improve patient care and will
position the department on the leading edge of technological advances in emergency
medical services (EMS) for the future.
With new mandates from the State and Federal Government on reporting patient
information, impacts from the Affordable Health Care Act and with Community
Paramedicine on the horizon, the world of EMS is dynamic and ever changing. The
Fire Department will need to keep pace with this progression of pre-hospital care to
provide the best service to our community.
The new EKG monitors have the capability to monitor CO-oximetry for carbon
monoxide poisonings during patient care. The EKG monitors also have the capability to
monitor firefighters during rehabilitation from exposure to smoke, as required by the
State. The monitors will automatically populate patient data fields to Electronic Patient
Care Reports (EPCR) programs for real time care. Also, with the integration of Wi-Fi,
the new monitors will sync information to cloud based data systems that will
automatically send data to specialty hospitals around the County. This information will
also be uploaded to the State and local EMSA agencies for mandated reporting. Below
is just one example of how this new monitor will work:
Page 48
ITEM NUMBER: A-5
DATE: 06/14/16
When the patient is having cardiac issues we will have the capability to send the
hospital the patients’ EKG strip while on scene. If the monitor confirms a STEMI (ST-segment
elevation myocardial infarction) reading, it will send an ECG Strip to the hospital that will
automatically activate the Cath-lab at French Hospital. The cardiologist and his/her team will be
notified through their cell phone via a text message and/or email with a copy of our actual EKG
strip that our monitor sent to the hospital in a matter of minutes. This advanced notice will
expedite treatment for greater chance of patient survival.
Only two vendors, Zoll Medical Corp. & Physio-Control Inc., manufacture cardiac
monitors that are mobile/portable. Both were reviewed by staff and a qualitative
analysis was completed in accordance with the City’s Purchasing Policy, Section III
Proprietary Equipment and Goods which states there is no bidding required for the
awards of these types of contracts as there are qualitative differences between the
products being sold. Proprietary vendors are those vendors “that directly sell their
products and do not use distributors or other outlets.” In other words, the City can
purchase the same Ford F-150 pickup truck at any number of Ford dealers so it is not a
proprietary purchase and is subject to bidding. Cardiac monitors can typically only be
purchased directly from the manufacturer and thus are proprietary and subject to the
qualitative award process.
In accordance with Section III of the Purchasing Policy, a cardiac monitor committee
was formed, which consisted of the Fire Department’s three Field Training Officers.
The committee has worked for the past four months investigating this possible
purchase of new cardiac monitors to replace the aging fleet that staff currently uses.
Following the quantitative analysis, the committee recommended purchasing the
cardiac monitors from Physio-Controls Inc., which also happened to be the less
expensive vendor, beating Zoll Medical Corp. by $40,000.
FISCAL IMPACT:
The cost for the purchase of the five EKG cardiac monitors will be $145,414 in donated
funds from the Estate of Bertha Shultz.
ALTERNATIVES:
1. Do not authorize the purchase of new EKG cardiac monitors. Continued use of
existing monitors is not recommended.
2. Purchase new monitors from the General Fund with a mid-year budget
adjustment. (No funds are currently allocated for replacement and a
replacement schedule is not established.)
ATTACHMENTS:
None.
Page 49
ITEM NUMBER: A-6
DATE: 06/14/16
Atascadero City Council
Staff Report – City Manager’s Office
Atascadero Tourism Business Improvement District (ATBID) Board
Appointment of Three Board Members to Fill Vacancies
RECOMMENDATION:
Council appoint Deana Alexander, Jiten Patel and Amar Sohi to the ATBID Advisory
Board, to fill the positions of those members whose terms expire on June 30, 2016.
DISCUSSION:
In 2013, the lodging businesses in Atascadero requested the Council establish a
Tourism Business Improvement District in order to levy annual assessments that would
fund tourism promotions and marketing programs to promote the City as a tourism
destination. The City Council did establish the ATBID, appointed Board Members, and
the assessments began June 1, 2013. When the initial Advisory Board was appointed,
it was comprised of three members serving three-year terms, and two members serving
two-year terms. In 2015, the Municipal Code was changed to clarify that after the initial
formation, all subsequent Board Members will serve two year staggered terms. The
terms of the Board Member positions currently held by Deana Alexander, Jiten Patel
and Amar Sohi, are set to expire on June 30, 2016.
Once Board Member terms are close to expiring, the ATBID’s Rules and Procedures lay
out the nomination process that must be followed. In February, before the expiration of
terms, a letter is mailed out to each Lodging Business notifying them of an ATBID
meeting for the purpose of making nominations for the Board seats that are scheduled
to be vacant in July. At this meeting, lodging business owners are nominated and a
written ballot election determines the nominees to be recommended to the City Council.
The results of the nomination meeting are then forwarded to the City Clerk, no later than
April 30th, to be placed on the Council’s agenda as a recommendation for filling the
Board vacancies.
The Atascadero Municipal Code § 3-16.07 (b) states that membership on the ATBID
Board is limited to Lodging Business owners or employees or other representatives
Page 50
ITEM NUMBER: A-6
DATE: 06/14/16
holding the written consent of a Lodging Business owner within the ATBID area who
has fully paid its assessment at the time of the appointment, and remain fully paid
during the term of the membership on the Board.
Notification letters were mailed out to each Lodging Business owner of the upcoming
vacancies on the ATBID Board. A nomination meeting of the lodging owners was held
on April 19, 2016. Deana Alexander, Jiten Patel and Amar Sohi were selected by the
lodging owners present at the nomination meeting to be recommended to the City
Council for appointment to the ATBID Board.
FISCAL IMPACT:
None.
ALTERNATIVES:
1. Council may reject the recommendation of the lodging business owners and
request a new recommendation from the lodging business owners.
ATTACHMENTS:
None.
Page 51
ITEM NUMBER: B-1
DATE: 6/14/16
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 2016/2017;
and
2. Adopt Draft Resolution B ordering the levy and collection of assessments for
fiscal year 2016/2017 for Street and Storm Drain Maintenance District No. 01
(Apple Valley); and
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 2016/2017; and
4. Adopt Draft Resolution D ordering the levy and collection of assessments for
fiscal year 2016/2017 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.
Page 52
ITEM NUMBER: B-1
DATE: 6/14/16
NBS, 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.
The proposed assessments for fiscal year 2016/2017 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the Maximum Assessment Rate may be increased for inflation by the greater of the
Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased
3.0% this year for both districts. The Landscape and Lighting District has a surplus fund
balance, so the City staff held a neighborhood meeting to receive input from property
owners. The property owners in attendance requested an assessment of about 66% of
the allowable maximum annual assessments for the Landscaping and Lighting District,
and about 58% for the Street and Storm Drain District.
Amount Per EBU
Maximum Assessment
Fiscal Year 2016-17
Amount Per EBU
Proposed Assessment
Fiscal Year 2016-17
District
Atascadero Street and Storm Drain
Maintenance District No. 01 Apple Valley
Atascadero Landscaping and Lighting
Maintenance District No. 01 Apple Valley
690.33$
1,508.60$
400.00$
1,000.00$
FISCAL IMPACT:
Annual assessments for 2016/2017 will total $28,000 for road/drainage system
maintenance and $70,000 for landscape and lighting maintenance. These amounts will
be assessed to the owners of parcels in Apple Valley.
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 2016/2017;
Page 53
ITEM NUMBER: B-1
DATE: 6/14/16
2. Draft Resolution B - ordering the levy and collection of assessments for fiscal
year 2016/2017 for Street and Storm Drain Maintenance District No. 01 (Apple
Valley);
3. Engineer’s Annual Levy Report- for the levy and collection of fiscal year
2016/2017 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 2016/2017;
5. Draft Resolution D - ordering the levy and collection of assessments for fiscal
year 2016/2017 for Landscaping and Lighting District No. 01 (Apple Valley); and
6. Engineer’s Annual Levy Report- for the levy and collection of fiscal year
2016/2017 assessments for Landscaping and Lighting District No. 01 (Apple
Valley.)
Page 54
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 1
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 2016/2017
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, NBS, 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 2016/2017, said fiscal year starting July 1, 2016 and ending June 30, 2017;
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 2016/2017” (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.
Page 55
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 1
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
2016/2017.
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: _______________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 56
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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, 2016
and ending June 30, 2017; 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, 2016 and ending June 30, 2017, 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.
Page 57
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 2
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, 2016 and ending June 30,
2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or her designee is hereby authorized and directed to file the
levy with the County Auditor, per Section 54718 of the Act, upon adoption of this Resolution.
Page 58
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 2
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C.,City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 59
Annual Engineer’s ReportStreet and Storm Drain MaintenanceDistrict No. 01 (Apple Valley)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 60
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No.01(Apple Valley)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard, City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez,Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 61
Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero Table of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.BENEFITING PROPERTIES WITHIN THE DISTRICT .................................3-1
B.FUNDING AUTHORIZED BY THE 1982 ACT ...............................................3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL ....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-2
D.ASSESSMENT RANGE FORMULA .............................................................5-5
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 62
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 63
Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
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 incompliance 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 andlevyspecialbenefitassessmentsforthedistrictdesignatedas:
Street and Storm Drain Maintenance District No. 01 (Apple Valley)
(hereafter referred to as the “District”), which includes the lots and parcels of land within the residentialsubdivisionknownasAppleValley,Tract 2495 within the City limits of the City.This Engineer’s Report(hereafter referred to as the “Report”) has been prepared in connection with the levy and collection ofannual assessments related thereto for fiscal year 2016/17.
The City Council formed the District,and provided for the levy and collection of annual assessments ontheCountytaxrollstoprovide ongoing funding for the costs and expenses required to service andmaintain the street and storm drain improvements and facilities associated with and resulting from thedevelopment of properties within the District.The improvements to be provided by the District and theassessmentsdescribedhereinaremade pursuant to the 1982 Act and the substantive and proceduralprovisionsoftheCaliforniaConstitution.
This Report describes the District,the improvements, and the proposed assessments to be levied againstpropertiesin connection with the special benefits the properties will receive from the maintenance andservicing of the District improvements and facilities.The annual assessments described herein will providea funding source for the continued operation and maintenance of streets, storm drain system,andappurtenantfacilitiesinstalledinconnectionwiththe development of properties within the District.
The improvements and assessments described in this Report are based on the development of propertieswithintheDistrictandrepresentanestimate of the direct expenditures,incidental expenses,and fundbalances that will be necessary to maintain and service the streets and storm drain system that providesspecial benefits to properties within the District.The structure of the District (organization), theimprovements,the method of apportionment, and assessments described herein are based on currentdevelopment plans and specifications for Tract 2495; and by reference these plans and specifications aremadepartofthisReport.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office.The San Luis ObispoCounty Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identifyproperties to be assessed on the tax roll for the special benefit assessments.
As part of this District’s formation,the City conducted a Property Owner Protest Ballot proceeding for theproposed 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 toconsiderpublictestimonies,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 wereopenedandtabulatedto determine whether majority protest existed (ballots were weighted based onassessmentamounts),and by resolution the City Council confirmed the results of the ballottabulation.The tabulation of the ballots indicated that majority protest did not exist for the proposedassessments 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, andapproved the levy and collection of assessments.The assessments for fiscal year 2005/2006 were
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for eachparcel.
Each subsequent fiscal year,a Report shall be prepared and presented to the City Council describing anychangestotheimprovements, proposed services, the annual budget or assessments for that fiscal yearand the City Council may hold a noticed public hearing regarding these matters prior to approving andordering the proposed levy of assessments.If the proposed assessments for the District exceed themaximumassessmentdescribedherein(as approved by the property owners), the new or increasedassessmentmustbeconfirmed through another property owner protest ballot proceeding before such anassessment may be imposed. It should be noted that an increased assessment to an individual propertyresulting from changes in development or land use does not constitute an increased assessment.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 65
Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.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 proposedresidential subdivision known as the Apple Valley, Tract 2495,which encompasses an area of landtotalingapproximately twenty-eight acres (28.35 acres).
This residential subdivision includes seventy (70) single-family residential homes.The subdivision issituatedinthenorthernportionoftheCityjustsouthwestofHighway 101 and is generally located:
South of Del Rio Road;
North of Conejo Road;
West of Ramona Road;and,
East of Graves Creek.
B.FUNDING AUTHORIZED BY THE 1982 ACT
As generally defined by the 1982 Act and applicable to this District,the City may impose a benefit assessmenttofinancethe maintenance and operation costs of the following services:
Drainage and Flood Control;
Streets and Roads.
In addition to imposing a benefit assessment for the annual maintenance and operation of the Districtimprovements,the City may also authorize an assessment or utilize existing assessment revenues to financetheinstallation, construction,or replacement of drainage and flood control facilities as well as the street androadimprovements(with some limitations).While such activities are permitted under the 1982 Act,the budgetandassessmentsforthisDistrictonly provide for normal maintenance and operation of the improvements.Since most major rehabilitation/construction projects result from unforeseen damages,the extent and cost ofsuchprojectsarenoteasilypredictedandtoaccumulate funds as part of the normal annual assessmentswouldnotbereasonable.If such funding becomes necessary,the City may present a new or increasedassessmenttothepropertyownerstosupporttheprojects.
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 thedrainageandfloodcontrolsystemsconstructed and installed in connection with development of propertieswithintheresidentialsubdivisionknownasAppleValley,Tract 2495 pursuant to approved development plansandagreements.The improvements may consist of all or a portion of the public streets,drainage and floodcontrolfacilitiesassociatedwith Tract 2495 and the maintenance of these improvements may include but arenot limited to the materials,equipment,labor,and incidental expenses deemed necessary to keep theseimprovementsinsatisfactorycondition.The maintenance of the improvements and related activities shall befundedentirelyorpartiallythroughtheDistrictassessments.The District improvements and services aregenerallydescribedas:
Street maintenance that may include but is not limited to the repair and servicing of streetsurfaces, curbs, gutters, bridges, driveway approaches, sidewalks,barricades,delineation,signage,or other facilities within the public street right-of-ways installed in connection with the developmentof properties in Tract 2495 and that have been dedicated to the City;
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
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 Tract2495 as well as any off-site improvements and facilities directly associated with the aforementionedinfrastructurethatis deemed necessary to service or protect the properties including waste watertreatment;
The appurtenant,equipment,materials,and service contracts related to the aforementionedimprovementsandfacilities;
Specifically excluded are those improvements or facilities:located on private property or commonareas;that may be provided or maintained by an agency other than the City;that may be providedbyanother assessment or tax levied by the City; or that may be provided and maintained by aHomeowner’s Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained bytheDistrictareonfileintheOfficeofPublic Works and by reference are made part of this Report.Thoseportionsofthe District improvements that may be identified as general benefit or will be funded in whole or inpartbyotherrevenuesourcesaspartoftheapproved development agreements,will not be included as partoftheDistrict assessments.The net annual cost to provide and maintain the improvements determined to beofspecialbenefitshallbeallocatedtoeachpropertyin proportion to the special benefits received.
Street Maintenance
The street maintenance program may include,but is not limited to:the repair of potholes,cracks,or otherfailuresintheasphaltsurface;repair or replacement of curbs,gutters,driveway approaches,and sidewalks asrequiredaspartof maintaining the streets;repair or installation of street signs,barricades,fencing,or otherdelineation;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 maintenanceservices shall be determined by the City’s Public Works Department as necessary to extend the life of thestreetsortoimprovetrafficcirculationandsafetyas available funding permits.Specifically the streetimprovementsforthisDistrict are identified as:
Approximately 106,460 square feet of asphalt street surface located on the perimeter of thedevelopment (south half of Del Rio Road); and the various interior streets identified as Via ColoniaCourt, San Ramon Road, Via Huerto Court, Avenida Manzana, and San Ramon Road.
Approximately 5,320 linear feet of curb and gutter along Del Rio Road,Via Colonia Court,SanRamonRoad,Via Huerto Court, Avenida Manzana,San Ramon Road,and Conejo Road;
Approximately 3,545 square feet of decorative street pavers and 1,254 linear feet of curb andgutter in and around the two median islands on San Ramon Road (entryways to the development atDel Rio Road and Conejo Road);
Approximately 70 driveway approaches,25,394 square feet of sidewalks and various street signswithintheDistrict;
Specifically not included as part of the street maintenance program are the costs associated withmajorreplacements or reconstruction. Although the District assessments will provide funding forregular maintenance and servicing of the improvements that will extend the useful life of the streetimprovements,the assessments are not intended to fund major replacements or reconstruction ofthe 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 oftheasphalt;and replacement of curbs, gutters,driveway approaches,and sidewalks is significantlymore than the amount that can reasonably be collected annually under the provisions of the 1982
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Act. When such repairs or activities are deemed necessary, the City will consider various financingoptions including new or increased assessments for property owner approval.
The Public Works Department shall authorize the operational activities and maintenance of the public streetandright-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 onceeveryfiveyears);
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 bytheDistrictincludingbutnotlimited 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 ortheintegrityofthe 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 thestreetright-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodicbasis,such as slurry sealing or overlaying the asphalt streets,and the funds necessary for these activities arecollectedininstallments as part of the annual assessments.The monies collected each year for these serviceswillbeaccumulatedinaspecialfundoftheDistrict(Reserve Fund or Capital Improvement Fund).Themoniesaccumulatedfortheseactivitiesshall be spent when sufficient funds have been accumulated toperformtheservices deemed necessary by the City (approximately every five years).This process ofaccumulatingfunds(installments)shall continue until such time the District is dissolved;or the City determinesthatsuchfundingproceduresrequire modification.Changes in the process of accumulating funds that wouldresultin an increase to the annual assessment rate must be presented to the property owners for approvalpriortoimposingsuchanincrease.
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;channel ways;storm drain inlets,catch basins,manholes,outlets;drywells,pumps,filters and pipes. The storm drain system to be maintained primarily involves on-site facilities (withintheDistrictboundaries)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 controlmaintenanceprogramthatwilladequatelyregulateandcontrolstorm water runoff resulting from thedevelopmentofpropertieswithintheDistrict.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;andthepartialreplacementorrehabilitationofequipmentand facilities.The storm drain and flood control system
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includes but is not limited to:
Approximately 30,050 square feet of drainage basin area;
Twenty-eight (28)inlets,outlets,and manholes located throughout Tract 2495;
Approximately 2,100 linear feet of storm drain pipe ranging from 18 inches to 42 inches indiameter.
The Public Works Department shall authorize and schedule the operational activities and maintenance of thestormdrainandstormwaterpollution treatment infrastructure,facilities,and services that may include,but arenot 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 Countyregulations;
Cleaning and landscape maintenance of the drainage basins,bio-filter areas or channel waysasneeded;
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 basissuchasminorrepairstothestormdraininlets, catch basins,and outlets,and the funds necessary for theseactivitiesare collected in installments as part of the annual assessments.The monies collected each year fortheseserviceswillbeaccumulatedinaspecialfundof the District (Reserve Fund or Capital ImprovementFund).The monies accumulated for these activities shall be spent as needed to perform the services deemednecessarybytheCity.This process of accumulating funds (installments)shall continue until such time theDistrictisdissolved;or the City determines that such funding procedures require modification.Changes in theprocessofaccumulatingfundsthatwouldresultinanincreasetotheannualassessmentratemustbepresentedtothepropertyownersforapprovalpriorto imposing such an increase.
ITEM NUMBER: B-1
DATE: 06/14/16
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Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET FY 2016/17
DIRECT COSTS
Street, Roads & Storm Drain Improvements
Street Sweeping Services $1,000
Inspection & Operational Services -Roads, Drainage 1,410
Total Annual Direct Costs $2,410
CAPITAL EXPENDITURES
Special Project -Slurry Seal $-
Total Annual Capital Expenditures $-
ADMINISTRATION EXEPNSES
City Annual Administration $1,400
Engineer's Report & Services 3,480
Public Noticing 800
Total Annual Administration Costs $5,680
TOTAL DIRECT & ADMINISTRATION COSTS $8,090
CAPITAL RESERVE COLLECTIONS/(USES)
Collection for Street Surface Activities $21,800
Collection for Street Re-striping 80
Collection for Repair Activities: Curbs, Gutters, Approaches & Sidewalks 850
Collection for Debris Removal 380
Collection for Storm Drain Fencing 380
Collection for Storm Drain Infrastructure 600
Total Annual Capital Reserve Collections/(Uses)$24,090
LEVY ADJUSTMENTS
Interest Income -Improvement Fund $(1,194)
Interest Income -Operating Reserve Fund (2,490)
Operating Reserve Fund Collection/(Use)(496)
Total Levy Adjustments $(4,180)
BALANCE TO LEVY $28,000
DISTRICT STATISTICS
Total Parcels 74
Parcels Levied 70
Total EBU 70
Levy per EBU(1)400.00
Maximum Levy per EBU 690.33
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $121,330
Operational Reserve Interest 1,194
Use of Operational Reserve Interest (1,194)
Operational Reserve Collection/(Use)(496)
Estimated Ending Operating Reserve Balance $121,826
Beginning Improvement Fund Balance $230,690
Improvement Fund Interest 2,490
Use of Improvement Fund Interest (2,490)
Improvement Fund Collection/(Use)24,090
Estimated Ending Improvement Fund Balance $254,780
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-1Prepared by NBS –Fiscal Year 2016/17
5.METHOD OF ASSESSMENT
A.GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing forthemaintenance,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 leviedaccordingto benefit rather than assessed value:
“The amount of the assessment imposed on any parcel of property shall be related tothe 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,determinethattheestimatedcost of work authorized …is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by anassessmentleviedandcollected in installments…. The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for whichthe assessment was levied.”
The method of apportionment described in this Report for allocation of special benefit assessments utilizescommonlyacceptedengineeringpracticesin compliance with the provisions of the 1982 Act and the CaliforniaConstitution.The formulas used for calculating assessments reflects the composition of parcels within theDistrictandtheimprovementsandservicesprovided,to fairly apportion the costs based on the specialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements and services,and the associated costs and assessments have beencarefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1982 ActandtheCalifornia Constitution.The street and storm drain improvements associated with this District werenecessaryandessentialrequirementsfortheorderlydevelopmentofthe properties within the District to theirfullpotential,consistent with the development plans and applicable portions of the City’s General Plan.Assuchtheongoing operation,servicing,and maintenance of those improvements would otherwise be the directfinancialobligationofeachindividualpropertyowner.Since each parcel to be assessed within the Districtcouldnothavebeendevelopedintheabsenceoftheseimprovementsandfacilities,each parcel has adirectinvestmentintheproper maintenance of the improvements that is over and above any general benefitsthat may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance,useandpreservationofthepropertieswithintheDistrictand such services to be funded by annual assessmentsconfer a particular and distinct special benefit to those parcels.The proper maintenance of streets andappurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe andefficientmovementofpeopleandgoodstoandfromthebenefiting properties.Likewise,the maintenanceandservicingofthestormdrainsystem ensures proper water flow and control of excess water during periodsofrain,which is essential to preservation and protection of private property.Together the maintenance andservicingofthestreetsandstormdrainsystemcontributesto a specific enhancement of each of the parcelswithintheDistrictandtheabsenceof adequate maintenance and servicing of the District improvements couldeventually have a negative impact on properties within the District.
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Although the improvements may include public streets and storm drain facilities that connect to similar facilitiesoutsidetheDistrictboundaries,it is clear that the construction and installation of these improvements wereonlynecessaryforthe development of properties within the District.As such,these improvements were notrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutsidethe District boundary and anypublicaccessoruseoftheimprovementsbyothersis incidental.Therefore,it has been determined that theongoingmaintenance, servicing and operation of the District improvements provide no measurable generalbenefittopropertiesoutsidetheDistrictortothepublicatlarge,but clearly provide distinct and special benefitstopropertieswithintheDistrict.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 ofthespecialbenefitassessmentsallocatedtopropertieswithinthisDistrict. However,the costs associatedwithinstallationorimprovementofanyoff-site facilities that benefit the parcels within this District as wellasotherproperties (shared benefit)may be allocated to the parcels within the District based on theirproportionalspecialbenefitfromsuchimprovements.
C.ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels baseduponthespecialbenefitreceivedbyeachparcel. Additionally,in compliance with the California ConstitutionArticleXIIIDSection4, each parcel’s assessment may not exceed the reasonable cost of the proportionalspecialbenefitconferredtothatparcel.The benefit formula used to determine the assessment obligation isthereforebaseduponboththeimprovementsthatbenefit the parcels within the District as well as theproposedlanduseofeachpropertyas compared to other parcels that benefit from those specificimprovements.
The method of apportionment established for this District and described herein, reflects the proportionalspecialbenefiteachpropertyreceivesfromthe improvements and services based on the actual or proposedlanduseofthatparcel as compared to other properties within the District based on similarities and differencesinparcellanduse.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property’s proportional special benefits to thespecialbenefitsoftheotherpropertieswithintheDistrict.The method of apportionment established for mostdistrictsformedunderthe1982Act utilizes a weighted method of apportionment known as an EquivalentBenefitUnit (EBU)methodology that uses the single-family home site as the basic unit of assessment.Asingle-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to aweightedEBUbasedonanassessment formula that equates the property’s specific development status,typeof 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 andappliedtodistrictsthathave a wide range of land use classifications (residential and non-residential use),thisDistrictiscomprisedofonly residential properties and the following apportionment analysis of special benefitaddressesonlyresidentiallanduses.Not all land use types described in the following are necessarilyapplicabletothedevelopmentofpropertieswithinthis District,but are presented for comparison purposes tosupporttheproportional 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 orwithoutastructure.This land use is assessed 1.0 EBU per lot or parcel.This is the base value that theother 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 morethan 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).
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Based on average population densities and size of the structure as compared to a typical single-familyresidential unit, multi-family residential parcels shall be proportionately assessed for the parcel’s totalnumber of residential units utilizing a sliding benefit scale. Although multi-family properties typically receivesimilar benefits to that of a single-family residential, it would not be reasonable to conclude that on a perunit basis, the benefits are equal. Studies have consistently shown that the average multi-family unitimpacts infrastructure approximately 75% as much as a single-family residence (Sample Sources:Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition;Metcalf andEddy,Wastewater Engineering Treatment, Disposal, Reuse, Third Edition).These various studies indicatethat 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 alsoreasonabletoconcludethatasthedensity (number of units)increases;the proportional benefit per unittendstodeclinebecausethe unit size and people per unit usually decreases. Based on theseconsiderations and the improvements provided by this District, an appropriate allocation of special benefitfor multi-family residential properties as compared to a single-family residential property is bestrepresented by the following special benefit assignment:0.75 EBU per unit for the first 50 units;0.50EBUperunitforunits51through100;and 0.25 EBU per unit for the remaining units.
Condominium/Town-home Units —Condominiums and town-homes tend to share attributes of bothsingle-family residential and multi-family residential properties and for this reason are identified as aseparate land use classification. Like most single-family residential properties, these properties are notusually considered rental property and generally, the County assigns each unit a separate APN orassessment number. However, condominiums and town-homes often have similarities to multi-familyresidentialpropertiesin that they are generally zoned medium to high density and in some cases mayinvolve multiple units on a single APN.In consideration of these factors it has been determined that anappropriateallocationofspecial benefit for condominiums, town-homes,and similar residential propertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardless of whether each unit is assignedan individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels withmorethanfiveunits).
Planned-Residential Development —This land use is defined as any property for which a tentative orfinaltract map has been filed and approved (a specific number of residential lots and units has beenidentified)and the property is expected to be subdivided within the fiscal year or is part of the overallimprovementanddevelopmentplan for the District. This land use classification often times involves morethanasingle parcel (e.g. the approved tract map encompasses more than a single APN).Each parcel thatis part of the approved tract map shall be assessed proportionately for the proposed or estimatedresidentialtypeandunitstobedevelopedonthat parcel as part of the approved tract map.Accordingly,each parcel is assigned an appropriate number of benefit units that reflects the development of thatproperty 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 ofprofessional appraisers who appraise market property values for real estate in California,the landvalue portion of a property typically ranges from 20 to 30 percent of the total value of a developedresidentialproperty(the average is about 25 percent). Although the assessed value of an individualpropertyisnota direct reflection of the property’s special benefit,this general correlation between landvalue and structure value does provide a reasonable basis for apportioning special benefit for vacantresidential 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)anEquivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%)is derived and presents anappropriate apportionment of special benefit for vacant residential properties.Recognizing that the fullandtimelyutilizationofvacantpropertyisreducedas the size of the property increases,it has beendeterminedthat 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 aminimumof1.0 EBU (similar to a vacant lot within a residential tract).
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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 APNbytheCounty);
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 ormay provide other benefits to private properties within the District.;
Private properties that cannot be developed independently from an adjacent property, such ascommon areas, sliver parcels,or bifurcated lots or properties with very restrictive developmentuse.
These types of parcels are considered to receive little or no benefit from the improvements and aretherefore exempted from assessment, but shall be reviewed annually by the assessment engineer toconfirm the parcels current development status.Government owned properties or public properties are notnecessarilyexemptproperties and shall be subject to special benefit assessment unless it qualifies for anexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there are usuallyoneormorepropertiesforwhichthestandardland use classifications do not accurately identify thespecialbenefitsreceivedfrom 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 bedeveloped. In this case, an appropriate calculation would be based on the net acreage that can be utilizedratherthan the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculationspreviouslyoutlined.
Property Type Equivalent BenefitUnits Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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 thatreceivespecialbenefitfromtheimprovements.An assessment amount per EBU (Assessment Rate)for theimprovementsis established by taking the total cost of the improvements and dividing that amount by the totalnumberofEBU’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 theimprovements.
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Total Balance to Levy /Total EBU =Levy per EBULevyper 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 thepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes in the BrownActdefined a "new or increased assessment"to exclude certain conditions.These conditions included "anyassessmentthatdoesnotexceedanassessmentformulaorrangeof assessments previously adopted bytheagencyorapprovedbythevotersinthe 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 andinflationaryadjustmenttoannualassessmentswithout requiring costly noticing and mailing procedures,whichcouldaddtotheDistrict 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 year2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and asummaryofthe 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 EBU)for the upcoming fiscal year is less than or equaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is not consideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate established forfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or the annual percentagechangeinthe Consumer Price Index (CPI)of “All Urban Consumers”for the San Francisco-Oakland-San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter,the Maximum Assessment Rate will berecalculatedand a new Maximum Assessment Rate established for the fiscal year utilizing the AssessmentRangeFormuladescribed above.The Maximum Assessment Rate shall be calculated independent of theDistrict’s annual budget and proposed assessment.The annual percentage change in CPI shall be based onavailabledataprovidedbytheU.S.Department of Labor; Bureau of Labor Statistics at the time the annualReportisprepared. Should the Bureau of Labor Statistics revise such index or discontinue thepreparationof such index,the City shall use the revised index or comparable system as approved by theCityCouncilfordeterminingfluctuationsinthecostofliving.
Any proposed annual assessment (rate per EBU)less than or equal to the calculated (adjusted)MaximumAssessmentRateisnotconsideredanincreased assessment,even if the proposed assessment issignificantlygreaterthanthe assessment applied in the prior fiscal year.Likewise,modifications to the methodof apportionment that increase the proportional special benefit assigned to a particular land use classificationwouldbeconsideredanincreasedassessment.Conversely, reductions in the proportional special benefitassignedtoalanduseclassificationsis permitted.Changes in land use or size of an individual propertyresultinginan assessment increase,is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of the CaliforniaConstitutionArticleXIIIDSection4c,that requires a public hearing and certain protest procedures includingmailednoticeof the public hearing and property owner protest balloting.Property owners through theballotingprocessmustapproveaproposedneworincreasedassessment before such an assessmentmaybeimposed.
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Street & Storm Drain District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
The parcels within the Street and Storm Drain Maintenance District No.01 (Apple Valley)consist of the lots,parcels,and subdivisions of land located in the residential development known as Apple Valley,Tract 2495.The District covers approximately twenty-eight acres (28.35 acres)in the northern portion of the City ofAtascadero.
The following map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps and theSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposed District,as the same existed at the time the District was formed.The combination of the District Diagram on file withthe City Clerk and the Assessment Roll contained in this Report constitute the District Assessment Diagram.
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7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presentedhereinandisbasedonavailableparcelmapsand property data from the San Luis Obispo County Assessor’sOfficeatthetimethe Engineer’s Report was prepared.A listing of the proposed lots and parcels to beassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
Non-assessable lots or parcels may include,but are not limited to public streets and other roadways (typicallynotassignedanAPNbytheCounty);dedicated public easements,open space areas,right-of-ways,commonareas;landlocked parcels, small parcels vacated by the County,bifurcated lots,and any other property thatcannotbedevelopedorhaslittleornovalue.These types of parcels are considered to receive little or nobenefitfromtheimprovementsandaretherefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcelnumberforthefiscalyear, a corrected parcel number and/or new parcel numbers will be identified andresubmittedtotheCounty Auditor/Controller.The assessment amount to be levied and collected for theresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentand assessment rate describedinthisReportasapprovedbytheCityCouncil. 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 theapprovedmethodofapportionmentandassessmentraterather than a proportionate share of the originalassessment:
ITEM NUMBER: B-1
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Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment049-191-039 0 -$-$
049-191-040 0 --
049-191-041 0 --
049-192-001 1 690.33 400.00
049-192-002 1 690.33 400.00
049-192-003 1 690.33 400.00
049-192-004 1 690.33 400.00
049-192-005 1 690.33 400.00
049-192-006 1 690.33 400.00
049-192-007 1 690.33 400.00049-192-008 1 690.33 400.00
049-192-009 1 690.33 400.00
049-192-010 1 690.33 400.00
049-192-011 1 690.33 400.00049-192-012 1 690.33 400.00
049-192-013 1 690.33 400.00
049-192-014 1 690.33 400.00
049-192-015 1 690.33 400.00049-192-016 1 690.33 400.00
049-192-017 1 690.33 400.00
049-192-018 1 690.33 400.00
049-192-019 1 690.33 400.00
049-192-020 1 690.33 400.00
049-192-021 1 690.33 400.00
049-192-022 1 690.33 400.00
049-193-001 1 690.33 400.00
049-193-002 1 690.33 400.00
049-193-003 1 690.33 400.00
049-193-004 1 690.33 400.00
049-193-005 1 690.33 400.00
049-193-006 1 690.33 400.00
049-193-007 1 690.33 400.00
049-193-008 1 690.33 400.00
049-193-010 1 690.33 400.00
049-193-011 1 690.33 400.00049-193-012 1 690.33 400.00
049-193-013 1 690.33 400.00
049-193-014 1 690.33 400.00
049-193-015 1 690.33 400.00049-193-016 1 690.33 400.00
049-193-017 1 690.33 400.00
049-193-018 1 690.33 400.00
049-193-019 1 690.33 400.00049-193-020 1 690.33 400.00049-193-021 1 690.33 400.00
049-193-022 1 690.33 400.00
049-193-023 1 690.33 400.00
049-193-024 1 690.33 400.00
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 01(Apple Valley)
Fiscal Year 2016/2017 Assessment Roll
Street and Storm Drain Maintenance District No. 01 (Apple Valley) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 79
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment
049-193-025 1 690.33 400.00
049-193-026 1 690.33 400.00
049-193-027 1 690.33 400.00049-193-028 1 690.33 400.00049-193-029 1 690.33 400.00
049-193-030 1 690.33 400.00
049-193-031 1 690.33 400.00049-193-032 1 690.33 400.00049-193-033 1 690.33 400.00
049-193-034 1 690.33 400.00
049-193-035 1 690.33 400.00049-193-036 1 690.33 400.00049-193-037 1 690.33 400.00
049-193-038 1 690.33 400.00
049-193-039 1 690.33 400.00049-193-040 1 690.33 400.00049-193-041 1 690.33 400.00
049-193-042 1 690.33 400.00
049-193-043 1 690.33 400.00049-193-044 1 690.33 400.00049-193-045 1 690.33 400.00
049-193-046 1 690.33 400.00
049-193-047 1 690.33 400.00049-193-048 1 690.33 400.00049-193-049 0 --
049-193-051 1 690.33 400.00
Totals 70 48,323.10$28,000.00$
Street and Storm Drain Maintenance District No. 01 (Apple Valley) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 3
Page 80
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 4
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 2016/2017
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, NBS, 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 22500, 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, 2016 and ending
June 30, 2017; 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
2016/2017” (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
Page 81
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 4
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
2016/2017.
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 82
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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 2016/2017, said fiscal year
commencing July 1, 2016 and ending June 30, 2017; 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, 2016 and ending June 30, 2017, 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:
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ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 5
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, 2016 and ending June 30, 2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or their designee is hereby authorized and directed to file the
levy with the County Auditor, per Sections 22645-22647 of the Act, upon adoption of this
Resolution.
Page 84
ITEM NUMBER: B-1
DATE: 6/14/16
ATTACHMENT: 5
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 85
Annual Engineer’s ReportLandscaping and Lighting District No. 01(Apple Valley)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 86
CITY OF ATASCADERO
Landscaping &Lighting District No. 01(Apple Valley)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard, City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez,Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 87
Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero Table of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.DESCRIPTION OF THE DISTRICT..............................................................3-1
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT ......3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES..............................3-2
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-2
D.ASSESSMENT RANGE FORMULA.............................................................5-6
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 88
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 89
Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 oftheCalifornia Streets and Highways Code, commencing with Section 22500 (hereafter referred to asthe “1972 Act”), and in compliance with the substantive and procedural requirements of the CaliforniaState Constitution Article XIIID (hereafter referred to as “Article XIIID”), the City Council of the City ofAtascadero, County of San Luis Obispo, State of California (hereafter referred to as “City”), executedthe proceedings required for the establishment of the special benefit assessment district designatedas:
Landscaping and Lighting District No. 01 (Apple Valley)
(hereafter referred to as the “District”), which includes the lots and parcels of land within the residentialsubdivision known as Apple Valley, Tract 2495 within the City limits of the City. This Engineer’s Report(hereafter referred to as the “Report”) has been prepared in connection with the levy and collection ofannual assessments related thereto for fiscal year 2016/17, as required pursuant to Chapter 1, Article4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessmentson the County tax rolls to provide ongoing funding for the costs and expenses required to service andmaintain the landscaping and lighting improvements associated with and resulting from thedevelopment of properties within the District. The improvements to be provided by the District and theassessments described herein are made pursuant to the 1972 Act and the substantive and proceduralprovisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be leviedagainst properties in connection with the special benefits the properties will receive from themaintenance and servicing of the District improvements. The annual assessments will provide afunding source for the continued operation and maintenance of public landscaping and lightingimprovements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned developmentof properties within the District and represent an estimate of the direct expenditures, incidentalexpenses, and fund balances that will be necessary to maintain and service the improvements. Theboundaries of the District, the proposed improvements, the method of apportionment, andassessments described herein are based on current development plans and specifications for Tract2495; 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 ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office. The San LuisObispo County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers toidentify 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 Ballotproceeding for the proposed levy of a new assessment pursuant to the provisions of the CaliforniaConstitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Councilconducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments andwritten protests regarding the formation of the District and levy of assessments. Upon conclusion ofthe public hearing, property owner protest ballots received were opened and tabulated to determinewhether majority protest existed (ballots were weighted based on assessment amounts), and byresolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballotsindicated that majority protest did not exist for the proposed assessments and the assessment rangeformula presented and described herein, the City Council approved the Report (as submitted oramended), ordered the formation of the District, and approved the levy and collection of assessments.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo CountyAuditor/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 CityCouncil describing the District any changes to the District or improvements and the proposed budgetand assessments for that fiscal year and the City Council shall hold a noticed public hearing regardingthese matters prior to approving and ordering the proposed levy of assessments. If the proposedassessments for the District exceed the maximum assessment described herein (as approved by theproperty owners), the new or increased assessment must be confirmed through another propertyowner protest ballot proceeding before such an assessment may be imposed. It should be noted thatan increased assessment to an individual property resulting from changes in development or land usedoes not constitute an increased assessment.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 91
Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.PLANS AND SPECIFICATIONS
A.DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots,parcels and subdivisions of land within theproposedresidentialsubdivisionknownas the Apple Valley,Tract 2495,which encompasses an areaofland totaling approximately twenty-eight acres (28.35 acres).
This residential subdivision includes seventy (70) single-family residential homes.The subdivision issituatedinthenorthernportionoftheCityofAtascaderojust southwest of Highway 101 and isgenerallylocated:
South of Del Rio Road;
North of Conejo Road;
West of Ramona Road;and,
East of Graves Creek
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT
As generally defined by the 1972 Act and applicable to this District,the improvements and associatedassessmentsmayincludeoneormoreofthefollowing:
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.
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;
f)Electric current or energy,gas,or other illuminating agent for any public lighting
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
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;
f)Costs associated with any elections held for the approval of a new or increased
assessment.
C.DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to ensure the ongoing maintenance,operation and servicing of locallandscapingandstreetlightingimprovementsestablishedorinstalledinconnectionwithdevelopmentofpropertieswithintheDistrict.The improvements may consist of all or a portion ofthepubliclandscapedareas,street lighting and appurtenant facilities within and adjacent to the District(Tract 2495). These improvements generally include,but are not limited to the materials,equipment,utilities,labor,appurtenant facilities and expenses necessary for the ongoing maintenance andoperationofpublicstreetlightingaswellaslandscaped parkways,medians,slopes,trails,park areas,drainage basins,open space areas and other designated easements or right-of-ways constructed andinstalledaspartofthedevelopmentplansandagreementsapprovedforthedevelopmentofeachlotandparcelwithintheDistrict.The improvements to be maintained and funded entirely or partiallythroughtheDistrictassessmentsaregenerallydescribedas:
Streetscape landscaping including street trees located on the perimeter of the development andinteriorstreetsofTract2495thatarewithinthe public right-of-ways or easements and dedicatedtotheCityfor 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 andconstructedaspartofdevelopingpropertieswithinTract2495;
Public lighting facilities including street lighting,safety lighting and ornamental lighting installedaspartoftheresidentialdevelopmentorlandscapedimprovementareas;
Appurtenant facilities,equipment,materials and utilities related to the aforementionedimprovements;
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 otherthantheCity; improvements and facilities that may be provide by another assessment or taxleviedbytheCityoranyimprovementprovidedandmaintainedbya Homeowner’s Associationor similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to bemaintainedbytheDistrictareonfileintheOfficeofPublicWorksandbyreferencearemadepartofthisReport.Those portions of the District improvements that may be identified as generalbenefitorwillbefundedinwholeorinpartbyotherrevenuesourcesaspartoftheapproved
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 3-3Prepared by NBS –Fiscal Year 2016/17
development agreements,will not be included as part of the District assessments. The net annual costtoprovideandmaintaintheimprovementsdeterminedtobeofspecialbenefitshallbeallocatedtoeachpropertyinproportiontothespecialbenefitsreceived.
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 otherfencing,hardscape improvements,monuments,and associated appurtenant facilities located within thelandscape easements or public right-of-ways.Specifically the landscape improvement areas for thisDistrictareidentifiedas:
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 Rio Road);and alongvariouslocationsoftheinteriorstreetsincludingVia Colonia Court,San Ramon Road,ViaHuertoCourt,Avenida Manzana,and San Ramon Road.
Approximately 108 street trees located along Del Rio Road,Via Colonia Court,San RamonRoad,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 SanRamonRoadlocatedatthe two entryways to the development (Del Rio Road and ConejoRoad);
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 theboundariesoftheDistrictincluding56,647 square feet of turf;40,335 square feet of irrigatedopenspace;and 12,855 square feet of landscaped slopes within two drainage basins (6,690and6,165 square feet respectively);along with various trees and picnic areas;
Approximately 10,320 square feet of paths and trails,25,394 square feet sidewalks and5,145 linear feet of fencing within and adjacent to the various landscape improvementareas.
Public Lighting Improvements
The lighting improvements may include but are not limited to the cost of providing electrical energy andservicingoflightingfixtures,poles,meters,conduits,electrical cable and associated appurtenantfacilitiesassociatedwith:
Lighting facilities located within the landscaped areas including safety lights,security lights orornamentallightsinstalledaspartoftheDistrict improvements.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET Total Budget Costs NotAssessed Fiscal Year2016/17
DIRECT COSTS
Annual Maintenance
Landscape Services $45,000 $5,940 $39,060
Landscape Supplies 1,200 -1,200
Landscape Utilities 16,030 4,008 12,022
City Landscape Services 8,100 -8,100
Total Annual Direct Costs $70,330 $9,948 $60,382
ADMINISTRATION EXEPNSES
Annual Administration Expenses
City Annual Administration $2,140 $-$2,140
Engineer's Report & Services 4,200 -4,200
Public Noticing 700 -700
Total Annual Administration Costs $7,040 $-$7,040
TOTAL DIRECT & ADMINISTRATION COSTS $77,370 $9,948 $67,422
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $1,300 $650 $650
Median Rehabilitation/Replacement 238 -238
Open Space Rehabilitation/Replacement 1,120 -1,120
Tree Rehabilitation/Replacement 2,033 -2,033
Other Rehabilitation/Replacement 800 -800
Use of Reserves (6,000)-(6,000)
Total Annual Capital Reserve Collections/(Uses)($509)$650 ($1,159)
LEVY ADJUSTMENTS
Interest Income -Improvement Fund ($14)$-($14)
Interest Income -Operating Reserve Fund (596)-(596)
Operating Reserve Fund Collection (Use)(1,297)(5,644)(4,347)
Other Contributions (4,954)(4,954)0
Total Levy Adjustments ($6,861)($10,598)$3,737
BALANCE TO LEVY $70,000 $-$70,000
DISTRICT STATISTICS
Total Parcels 74
Parcels Levied 70
Total EBU 70
Levy per EBU(1)$1,000.00
Maximum Levy per EBU $1,508.60
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $5,644 $66,481
Operational Reserve Interest 596
Use of Operational Reserve Interest (596)
Operational Reserve Collection (Use)(5,644)4,347
Estimated Ending Operating Reserve Balance $0 $70,828
Beginning Improvement Fund Balance $7,775
Improvement Fund Interest 14
Use of Improvement Fund Interest (14)
Improvement Fund Collection (Use)(1,159)
Estimated Ending Improvement Fund Balance $6,616
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-1Prepared by NBS –Fiscal Year 2016/17
5.METHOD OF ASSESSMENT
A.GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose ofprovidingcertainpublicimprovements,which include the construction,maintenance,and servicing ofpubliclights,landscaping and appurtenant facilities.The 1972 Act further requires that the cost oftheseimprovementsbeleviedaccordingtobenefitratherthanassessedvalue:
“The net amount to be assessed upon lands within an assessment district may beapportionedbyanyformulaormethodwhich fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by eachsuchlotor parcel from the improvements.”
The method of apportionment described in this Report for allocation of special benefit assessmentsutilizescommonlyacceptedengineeringpracticesandhavebeenestablishedpursuanttothe1972ActandtheprovisionsofArticleXIIID. The formulas used for calculating assessments reflects thecompositionofparcelswithintheDistrictandtheimprovementsandservicesprovided,to fairlyapportionthecostsbasedonthespecialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements,the associated costs and assessments have been carefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1972 ActandArticleXIIID. The improvements provided by this District and for which properties will be assessedhavebeenidentifiedas necessary,required and/or desired for the orderly development of thepropertieswithintheDistricttotheirfullpotential,consistent with the development plans and applicableportionsoftheCityGeneralPlan.As such,these improvements would be necessary and required ofindividualpropertyownersforthedevelopmentofsuchpropertiesandtheongoingoperation,servicingandmaintenanceoftheseimprovementswouldbethefinancialobligationofthoseproperties.Therefore,the improvements and the annual costs of ensuring the maintenance and operation of theimprovementsareadistinctandspecialbenefittothepropertieswithintheDistrict.Any improvementorportionthereofthatisconsideredtobeofgeneral benefit shall be funded by other revenue sourcesandnotincludedaspartofthespecialbenefitassessmentsallocatedtopropertieswithintheDistrict.
Special Benefit
The method of apportionment (method of assessment)established herein is based on the premise thateachassessedparcelwithintheDistrictreceivesspecial benefits from the improvements and the
desirability and security of those properties is enhanced by the 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 andproperties.
Enhanced adaptation of the urban environment within the natural environment from adequategreenspaceandlandscaping.
Environmental enhancement through improved erosion resistance,dust and debris control,
ITEM NUMBER: B-1
DATE: 06/14/16
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-2Prepared by NBS –Fiscal Year 2016/17
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 propertiesintheDistrict through well-maintained surroundings and amenities including abatement ofgraffiti.
Enhanced environmental quality of the parcels by moderating temperatures,providingoxygenationandattenuatingnoise.
The special benefits of street lighting and other public lighting facilities are the convenience,safety,andsecurityofproperty,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 assessedparcelswithintheDistrictandtherebyprovideaspecial enhancement of the properties.Furthermore,ithasbeendeterminedthatthelackoffundingtoproperlyserviceandmaintaintheDistrictimprovementswouldhaveanegativeimpactonthepropertieswithintheDistrict.
General Benefit
In reviewing each of the District improvements,the proximity of those improvements to both propertieswithintheDistrictandthoseoutsidetheDistrictaswellasthereasonsforinstallingandconstructingsuchimprovements,it is evident that the improvements are solely the result of developingpropertieswithintheDistrictandtheongoingmaintenanceandoperationoftheseimprovementswilldirectlyeffectthepropertieswithintheDistrict.Although the improvements include public areas,easements,right-of-ways and other amenities available or visible to the public at large,the constructionandinstallationoftheseimprovementswereonlynecessary for the development of properties withintheDistrictandwerenotrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutsidetheDistrictboundaryandanypublicaccessoruseoftheimprovementsbyothersis incidental.Therefore,it has been determined that the improvements and the ongoing maintenance,servicingandoperationofthoseimprovementsprovideno measurable general benefit to properties outside theDistrictortothepublicatlarge,but clearly provide distinct and special benefits to properties within theDistrict.
C.ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from therespectiveimprovementsbasedontheactualorproposedland use of the parcels within the District.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-3Prepared by NBS –Fiscal Year 2016/17
The special benefit received by each lot or parcel is equated to the overall land use of parcels withintheDistrictbasedonthe parcel’s actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based uponthespecialbenefitreceivedbyeachparcel.Additionally,in compliance with the Article XIIID Section 4,each parcel’s assessment may not exceed the reasonable cost of the proportional special benefitconferredtothat parcel.The benefit formula used to determine the assessment obligation is thereforebaseduponboththeimprovementsthatbenefittheparcelswithintheDistrictaswellastheproposedlanduseofeachpropertyascomparedtoother parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionateshareoftheimprovementcostsitisnecessarytoconsiderthe entire scope of the plannedimprovementsaswellasindividualpropertydevelopmentwithintheDistrict.Upon review of theproposedimprovementsithas been determined that each of the residential parcels within the Districtreceivesspecialbenefitsfromtheimprovementstobefundedbyannualassessmentsand based ontheplannedpropertydevelopmentasinglezoneofbenefitisappropriate for the allocation of theassessmentsandproportionalbenefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property’s proportional special benefits tothespecialbenefitsoftheotherpropertieswithintheDistrict. The method of apportionment establishedformostdistrictsformedunderthe1972ActutilizesaweightedmethodofapportionmentknownasanEquivalentBenefitUnitmethodologythatusesthesingle-family home site as the basic unit ofassessment.A single-family home site equals one Equivalent Benefit Unit (EBU)and the other landusesareconvertedtoaweightedEBUbasedonan assessment formula that equates the property’sspecificdevelopmentstatus,type of development (land use),and size of the property,as compared toasingle-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly usedandappliedtodistrictsthathaveawiderangeoflanduseclassifications(residential and non-residential use),this District is comprised of only residential properties and the followingapportionmentanalysisofspecial benefit addresses only residential land uses.Not all land usetypesdescribedinthefollowingarenecessarilyapplicabletothedevelopmentofpropertieswithinthisDistrict,but are presented for comparison purposes to support the proportional special benefit appliedtothoselandusetypeswithintheDistrict.
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 thebasevaluethattheotherpropertiesare 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 includesapartments,duplexes,triplex etc.,but does not generally include condominiums,town-homes ormobilehomeparks).Based on average population densities and size of the structure as comparedto a typical single-family residential unit,multi-family residential parcels shall be proportionatelyassessedfortheparcel’s total number of residential units utilizing a sliding benefit scale.Althoughmulti-family properties typically receive similar benefits to that of a single-family residential,it wouldnotbereasonableto conclude that on a per unit basis,the benefits are equal.Studies haveconsistently shown that the average multi-family unit impacts infrastructure approximately 75%asmuchasasingle-family residence (Sample Sources: Institute of Transportation EngineersInformationalReportTripGeneration, Fifth Edition;Metcalf and Eddy,Wastewater EngineeringTreatment,Disposal,Reuse,Third Edition).These various studies indicate that most publicimprovementsandinfrastructureareutilizedandimpactedatreducedlevelsbymulti-familyresidentialunitsandasimilarreductioninproportionalbenefitisappropriate.Furthermore,it is alsoreasonabletoconcludethatasthedensity(number of units)increases the proportional benefit per
ITEM NUMBER: B-1
DATE: 06/14/16
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-4Prepared by NBS –Fiscal Year 2016/17
unit tends to decline because the unit size and people per unit usually decreases.Based on theseconsiderations and the improvements provided by this District,an appropriate allocation of specialbenefitformulti-family residential properties as compared to a single-family residential is bestrepresentedbythefollowingspecialbenefitassignment: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 ofbothsingle-family residential and multi-family residential properties and for this reason are identifiedas a separate land use classification. Like most single-family residential properties,these propertiesarenotusually considered rental property and generally,the County assigns each unit a separateAPNorassessmentnumber.However,condominiums and town-homes often have similarities tomulti-family residential properties in that they are generally zoned medium to high density and insomecasesmay involve multiple units on a single APN. In consideration of these factors it has beendeterminedthatanappropriateallocationofspecialbenefitfor condominiums,town-homes andsimilarresidentialpropertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardlessofwhethereachunitisassignedanindividualAPNortherearemultipleunitsassignedtoanAPN.(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 tentativeorfinaltractmaphasbeenfiledandapproved(a specific number of residential lots and units hasbeenidentified)and the property is expected to be subdivided within the fiscal year or is part of theoverall improvement and development plan for the District.This land use classification often timesinvolvesmorethanasingleparcel(e.g.the approved tract map encompasses more than a singleAPN).Each parcel that is part of the approved tract map shall be assessed proportionately for theproposedorestimatedresidentialtypeandunitstobedevelopedonthatparcelaspartoftheapprovedtractmap.Accordingly,each parcel is assigned an appropriate number of benefit units thatreflectsthedevelopmentofthatpropertyatbuild-out.(The EBU assigned to each parcel shallrepresentthecombinationofsingle-family, condominium,multi-family units to be developed).
Vacant Residential —This land use is defined as property currently zoned for residentialdevelopment,but a tentative or final tract map for the property has not yet been approved.Basedupontheopinionsofprofessionalappraiserswho appraise market property values for real estateinCalifornia,the land value portion of a property typically ranges from 20 to 30 percent of the totalvalueofadevelopedresidentialproperty(the average is about 25 percent).Although the assessedvalueofanindividualproperty is not a direct reflection of the property’s special benefit,this generalcorrelationbetween land value and structure value does provide a reasonable basis for apportioningspecialbenefitforvacantresidentialproperties.Utilizing this twenty-five percent (25%)apportionmentandthenumberofsingle-family residential units typically developed per acre of land (an average of4residentialunitsperacre)an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x25%)is derived and presents an appropriate apportionment of special benefit for vacant residentialproperties.Recognizing that the full and timely utilization of vacant property is reduced as the size ofthe property increases,it has been determined that the maximum EBU assigned to a vacantresidentialparcelshallnotexceed25.00 EBU (parcels in excess of 25 acres are assigned 25.00EBU).Parcels less than one acre,shall be assigned a minimum of 1.00 EBU (similar to a vacant lotwithinaresidential tract).
Exempt Parcels —This land use identifies properties that are not assessed and are assigned 0.00EBU.This land use classification may include but is not limited to:
Lots or parcels identified as public streets and other roadways (typically not assigned anAPNbytheCounty);
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 ormayprovideotherbenefitstoprivatepropertieswithintheDistrict;
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-5Prepared by NBS –Fiscal Year 2016/17
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 developmentuse;
These types of parcels are considered to receive little or no benefit from the improvements and arethereforeexemptedfromassessment,but shall be reviewed annually by the assessment engineer to
confirm the parcels’ current development status.Government owned properties or public propertiesarenot necessarily exempt properties and shall be subject to special benefit assessment unless itqualifiesforanexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there areusuallyoneormorepropertiesforwhichthestandardland use classifications do not accuratelyidentifythespecialbenefitsreceivedfromtheimprovements.For example,a parcel may beidentifiedasaVacantResidentialproperty,however only a small percentage of the parcel’s totalacreagecanactuallybedeveloped.In this case,an appropriate calculation would be based on thenetacreagethatcanbeutilizedrather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unitcalculationspreviouslyoutlined.
Property Type EquivalentBenefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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 toparcelsthatreceivespecialbenefitfromtheimprovements.An assessment amount per EBU(Assessment Rate) for the improvements is established by taking the total cost of the improvementsanddividingthatamount 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 proportionatebenefitandassessmentobligationfortheimprovements.
Total Balance to Levy /Total EBU = Levy per EBULevyperEBU x Parcel EBU =Parcel Levy Amount
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 5-6Prepared by NBS –Fiscal Year 2016/17
D.ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.Prior tothepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes intheBrownActdefineda"new or increased assessment"to exclude certain conditions.Theseconditionsincluded"any assessment that does not exceed an assessment formula or range ofassessmentspreviouslyadoptedbytheagencyorapprovedbythevotersinthe area where theassessmentisimposed."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 andinflationaryadjustmenttoannualassessmentswithoutrequiringcostlynoticingandmailingprocedures,which could add to the District costs and assessments.As part of the District formation,the notice andassessmentballotspresentedtothepropertyownersforapprovalincludedamaximumassessmentamountfor fiscal year 2005/2006 (initial maximum assessment),identification of the correspondingmaximumassessmentrateand a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and isgenerallydefined:
If the proposed annual assessment (levy per EBU)for the upcoming fiscal year is less than orequaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is notconsideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate establishedforfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or theannualpercentagechangeintheConsumerPriceIndex(CPI)of “All Urban Consumers”for theSanFrancisco-Oakland-San Jose Area from February to February.The Maximum Assessmentratewasincreasedby3.02%for fiscal year 2016/17.
Beginning with the second fiscal year (fiscal year 2006/2007)and each fiscal year thereafter,theMaximumAssessmentRateisrecalculatedandanewMaximumAssessmentRateisestablishedforthefiscalyearutilizingtheAssessmentRangeFormuladescribedabove.The Maximum AssessmentRateshallbecalculatedindependentoftheDistrict’s annual budget and proposed assessment.Theannual percentage change in CPI shall be based on available data provided by the U.S.Department ofLabor;Bureau of Labor Statistics at the time the annual Report is prepared.Should the Bureau ofLaborStatisticsrevisesuchindexordiscontinuethepreparationofsuchindex,the City shall use therevisedindexorcomparable system as approved by the City Council for determining fluctuations inthecostofliving.
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 proposedassessmentissignificantlygreaterthanthe assessment applied in the prior fiscal year.Likewise,modifications to the method of apportionment that increase the proportional special benefit assignedtoaparticularlanduseclassificationwouldbeconsideredanincreasedassessment.Conversely,reductions in the proportional special benefit assigned to a land use classifications are permitted.Changes in land use or size of an individual property resulting in an assessment increase,is notconsideredanincreasedassessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of Article XIIIDSection4c,that requires a public hearing and certain protest procedures including mailed notice of thepublichearingand property owner protest balloting.Property owners through the balloting processmustapproveaproposedneworincreasedassessmentbeforesuchan assessment may be imposed.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
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 2495.The District covers approximately twenty-eight acres (28.35 acres)in the northern portion oftheCityofAtascadero.
The following map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps andtheSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposedDistrict,as the same existed at the time the District was formed.The combination of the DistrictDiagramon file with the City Clerk and the Assessment Roll contained in this Report constitute the DistrictAssessmentDiagram.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 102
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ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 103
Landscaping &Lighting District No. 01 (Apple Valley) Engineer’s Report –City of Atascadero 7-1Prepared by NBS –Fiscal Year 2016/17
7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the AssessmentDiagrampresentedhereinandisbasedonavailableparcelmapsand property data from the San LuisObispoCountyAssessor’s Office at the time the Engineer’s Report was prepared.A listing of the lotsandparcelstobeassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
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,andanyother property that can not be developed or has little or no value.These types of parcels areconsideredtoreceivelittleornobenefitfromtheimprovementsandarethereforeexemptedfromassessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalidparcelnumberforthefiscalyear,a corrected parcel number and/or new parcel numbers will beidentifiedandresubmittedtotheCountyAuditor/Controller.The assessment amount to be levied andcollectedfortheresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentandassessmentratedescribedinthisReportasapprovedbytheCityCouncil. Therefore,if a single parcelissubdividedtomultipleparcels,the assessment amount applied to each of the new parcels shall berecalculatedandapplied according to the approved method of apportionment and assessment rateratherthanaproportionateshareoftheoriginalassessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the Districtasdeterminedbytheassessmentratesandmethodof apportionment described herein.
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 104
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment049-191-039 0 -$-$
049-191-040 0 --
049-191-041 0 --
049-192-001 1 1,508.60 1,000.00
049-192-002 1 1,508.60 1,000.00
049-192-003 1 1,508.60 1,000.00
049-192-004 1 1,508.60 1,000.00
049-192-005 1 1,508.60 1,000.00
049-192-006 1 1,508.60 1,000.00
049-192-007 1 1,508.60 1,000.00049-192-008 1 1,508.60 1,000.00
049-192-009 1 1,508.60 1,000.00
049-192-010 1 1,508.60 1,000.00
049-192-011 1 1,508.60 1,000.00049-192-012 1 1,508.60 1,000.00
049-192-013 1 1,508.60 1,000.00
049-192-014 1 1,508.60 1,000.00
049-192-015 1 1,508.60 1,000.00049-192-016 1 1,508.60 1,000.00
049-192-017 1 1,508.60 1,000.00
049-192-018 1 1,508.60 1,000.00
049-192-019 1 1,508.60 1,000.00
049-192-020 1 1,508.60 1,000.00
049-192-021 1 1,508.60 1,000.00
049-192-022 1 1,508.60 1,000.00
049-193-001 1 1,508.60 1,000.00
049-193-002 1 1,508.60 1,000.00
049-193-003 1 1,508.60 1,000.00
049-193-004 1 1,508.60 1,000.00
049-193-005 1 1,508.60 1,000.00
049-193-006 1 1,508.60 1,000.00
049-193-007 1 1,508.60 1,000.00
049-193-008 1 1,508.60 1,000.00
049-193-010 1 1,508.60 1,000.00
049-193-011 1 1,508.60 1,000.00049-193-012 1 1,508.60 1,000.00
049-193-013 1 1,508.60 1,000.00
049-193-014 1 1,508.60 1,000.00
049-193-015 1 1,508.60 1,000.00049-193-016 1 1,508.60 1,000.00
049-193-017 1 1,508.60 1,000.00
049-193-018 1 1,508.60 1,000.00
049-193-019 1 1,508.60 1,000.00049-193-020 1 1,508.60 1,000.00049-193-021 1 1,508.60 1,000.00
049-193-022 1 1,508.60 1,000.00
049-193-023 1 1,508.60 1,000.00
049-193-024 1 1,508.60 1,000.00
CITY OF ATASCADERO
Landscaping and Lighting District No. 01(Apple Valley)
Fiscal Year 2016/2017 Assessment Roll
Landscaping and Lighting District No. 01 (Apple Valley) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 105
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment
049-193-025 1 1,508.60 1,000.00
049-193-026 1 1,508.60 1,000.00
049-193-027 1 1,508.60 1,000.00049-193-028 1 1,508.60 1,000.00049-193-029 1 1,508.60 1,000.00
049-193-030 1 1,508.60 1,000.00
049-193-031 1 1,508.60 1,000.00049-193-032 1 1,508.60 1,000.00049-193-033 1 1,508.60 1,000.00
049-193-034 1 1,508.60 1,000.00
049-193-035 1 1,508.60 1,000.00049-193-036 1 1,508.60 1,000.00049-193-037 1 1,508.60 1,000.00
049-193-038 1 1,508.60 1,000.00
049-193-039 1 1,508.60 1,000.00049-193-040 1 1,508.60 1,000.00049-193-041 1 1,508.60 1,000.00
049-193-042 1 1,508.60 1,000.00
049-193-043 1 1,508.60 1,000.00049-193-044 1 1,508.60 1,000.00049-193-045 1 1,508.60 1,000.00
049-193-046 1 1,508.60 1,000.00
049-193-047 1 1,508.60 1,000.00049-193-048 1 1,508.60 1,000.00049-193-049 0 --
049-193-051 1 1,508.60 1,000.00
Totals 70 105,602.00$70,000.00$
Landscaping and Lighting District No. 01 (Apple Valley) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-1
DATE: 06/14/16
ATTACHMENT: 6
Page 106
ITEM NUMBER: B-2
DATE: 6/14/16
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
2016/2017; and
2. Adopt Draft Resolution B ordering the levy and collection of assessments for
fiscal year 2016/2017 for Street and Storm Drain Maintenance District No. 03 (De
Anza Estates); and
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 2016/2017; and
4. Adopt Draft Resolution D ordering the levy and collection of assessments for
fiscal year 2016/2017 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.
Page 107
ITEM NUMBER: B-2
DATE: 6/14/16
NBS, 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.
The proposed assessments for fiscal year 2016/2017 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the Maximum Assessment Rate may be increased 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 Landscape and Lighting District has a surplus
fund balance, so the City staff held a neighborhood meeting to receive input from
property owners as to the preference on how to treat the surplus. The property owners
in attendance requested an assessment of about 21% of the allowable maximum
annual assessments for the Landscaping and Lighting District, and about 84% for the
Street and Storm Drain District.
District
Amount Per EBU
Maximum Assessment
Fiscal Year 2016-17
Amount Per EBU
Proposed Assessment
Fiscal Year 2016-17
Atascadero Street and Storm Drain Maintenance District
No. 03 De Anza Estates - Senior Housing 685.45$ 574.78$
Atascadero Street and Storm Drain Maintenance District
No. 03 De Anza Estates - Single Family Residential 847.44$ 712.92$
Atascadero Landscaping and Lighting Maintenance District
No. 03 De Anza Estates 1,215.14$ 250.00$
FISCAL IMPACT:
Annual assessments for 2016/2017 will total $40,090 for road/drainage system
maintenance and $15,875 for landscape and lighting maintenance. These amounts will
be assessed to the owners of parcels in De Anza Estates. The City General Fund will
contribute $1,400 for the fiscal year 2016/2017 for half of the maintenance costs of the
trails and open space.
Page 108
ITEM NUMBER: B-2
DATE: 6/14/16
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 2016/2017;
2. Draft Resolution B - ordering the levy and collection of assessments for fiscal
year 2016/2017 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
2016/2017 assessments for Street and Storm Drain Maintenance District No. 03
(De Anza Estates);
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 2016/2017;
5. Draft Resolution D- ordering the levy and collection of assessments for fiscal
year 2016/2017 for Landscaping and Lighting District No. 03 (De Anza Estates);
and
6. Engineer’s Annual Levy Report- for the levy and collection of fiscal year
2016/2017 assessments for Landscaping and Lighting District No. 03 (De Anza
Estates.)
Page 109
ITEM NUMBER: B-2
DATE: 6/14/16
ATTACHMENT: 1
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 2016/2017
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, NBS, 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 2016/2017, said fiscal year starting July 1, 2016 and ending June 30, 2017; 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 2016/2017” (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.
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ITEM NUMBER: B-2
DATE: 6/14/16
ATTACHMENT: 1
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
2016/2017.
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 111
ITEM NUMBER: B-2
DATE: 6/14/16
ATTACHMENT: 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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, 2016
and ending June 30, 2017; 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, 2016 and ending June 30, 2017, 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.
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ITEM NUMBER: B-2
DATE: 6/14/16
ATTACHMENT: 2
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, 2016 and ending June 30,
2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or their designee is hereby authorized and directed to file the
levy with the County Auditor, per Section 54718 of the Act, upon adoption of this Resolution.
Page 113
ITEM NUMBER: B-2
DATE: 6/14/16
ATTACHMENT: 2
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 114
Annual Engineer’s ReportStreet and Storm Drain MaintenanceDistrict No. 03 (De Anza Estates)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
Page 115
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No.03(De Anza Estates)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard, City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez,Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No. 03 (De Anza)Engineer’s Report –City of Atascadero Table of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.BENEFITING PROPERTIES WITHIN THE DISTRICT .................................3-1
B.FUNDING AUTHORIZED BY THE 1982 ACT ...............................................3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL ....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-2
D.ASSESSMENT RANGE FORMULA .............................................................5-6
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
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 incompliance 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 andlevyspecialbenefitassessmentsforthedistrictdesignatedas:
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 residentialsubdivisionknownasDe Anza Estates,Tract 2498 within the City limits of the City.This Engineer’s Report(hereafter referred to as the “Report”) has been prepared in connection with the levy and collection ofannual assessments related thereto for fiscal year 2016/17.
The City Council formed the District,and provided for the levy and collection of annual assessments ontheCountytaxrollstoprovide ongoing funding for the costs and expenses required to service andmaintain the street and storm drain improvements and facilities associated with and resulting from thedevelopment of properties within the District.The improvements to be provided by the District and theassessmentsdescribedhereinaremade pursuant to the 1982 Act and the substantive and proceduralprovisionsoftheCaliforniaConstitution.
This Report describes the District,the improvements,and the proposed assessments to be levied againstpropertiesin connection with the special benefits the properties will receive from the maintenance andservicing of the District improvements and facilities.The annual assessments described herein will providea funding source for the continued operation and maintenance of streets, storm drain system andappurtenantfacilitiesinstalledinconnectionwiththe development of properties within the District.
The improvements and assessments described in this Report are based on the development of propertieswithintheDistrictandrepresentanestimate of the direct expenditures,incidental expenses,and fundbalances that will be necessary to maintain and service the streets and storm drain system that providesspecial benefits to properties within the District.The structure of the District (organization), theimprovements,the method of apportionment, and assessments described herein are based on currentdevelopment plans and specifications for Tract 2498; and by reference these plans and specifications aremadepartofthisReport.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office.The San Luis ObispoCounty Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identifyproperties to be assessed on the tax roll for the special benefit assessments.
As part of this District’s formation,the City conducted a Property Owner Protest Ballot proceeding for theproposedlevyofanewassessment 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 toconsiderpublictestimonies,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 wereopenedandtabulatedto determine whether majority protest existed (ballots were weighted based onassessmentamounts),and by resolution the City Council confirmed the results of the ballottabulation.The tabulation of the ballots indicated that majority protest did not exist for the proposedassessments 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, andapproved the levy and collection of assessments.The assessments for fiscal year 2005/2006 were
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for eachparcel.
Each subsequent fiscal year,a Report shall be prepared and presented to the City Council describing anychangestotheimprovements, proposed services, the annual budget or assessments for that fiscal yearand the City Council may hold a noticed public hearing regarding these matters prior to approving andordering the proposed levy of assessments. If the proposed assessments for the District exceed themaximumassessmentdescribedherein(as approved by the property owners), the new or increasedassessmentmustbeconfirmed through another property owner protest ballot proceeding before such anassessment may be imposed. It should be noted that an increased assessment to an individual propertyresulting from changes in development or land use does not constitute an increased assessment.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.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 proposedresidential subdivision known as the De Anza Estates, Tract 2498,which encompasses an area of landtotalingapproximatelyseventy-six acres (75.76 acres).
This subdivision includes twenty-six (26) Single-Family Residential Units and sixty (60) ModifiedHousing/Senior Housing Units. The subdivision is situated in the northern portion of the City of Atascaderonortheast 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.
B.FUNDING AUTHORIZED BY THE 1982 ACT
As generally defined by the Benefit Assessment Act of 1982 and applicable to this District,the City mayimpose 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 financetheinstallation, construction or replacement of drainage and flood control facilities as well as the street androadimprovements(with some limitations).While such activities are permitted under the 1982 Act,the budgetandassessmentsforthisDistrictonly 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 assessmentswouldnotbereasonable.If such funding becomes necessary,the City may present a new or increasedassessmenttothepropertyownerstosupporttheprojects.
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 thedrainageandfloodcontrolsystemsconstructed and installed in connection with development of propertieswithintheresidentialsubdivisionknownas(De Anza Estates),Tract 2498 pursuant to approved developmentplansandagreements.The improvements may consist of all or a portion of the public streets,drainage andfloodcontrolfacilitiesassociatedwith Tract 2498 and the maintenance of these improvements may include butarenot limited to the materials,equipment,labor,and incidental expenses deemed necessary to keep theseimprovementsinsatisfactorycondition.The maintenance of the improvements and related activities shall befundedentirely or partially through the District assessments.The District improvements and services aregenerallydescribedas:
Street maintenance that may include but is not limited to the repair and servicing of streetsurfaces, curbs, gutters, bridges, driveway approaches, sidewalks,barricades,delineation,signageorotherfacilities within the public street right-of-ways installed in connection with the developmentof properties in Tract 2498 and that have been dedicated to the City;
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
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 2498as well as any off-site improvements and facilities directly associated with the aforementionedinfrastructurethatis deemed necessary to service or protect the properties including waste watertreatment;
The appurtenant,equipment,materials and service contracts related to the aforementionedimprovementsandfacilities;
Specifically excluded are those improvements or facilities:located on private property or commonareas;that may be provided or maintained by an agency other than the City;that may be providedbyanother assessment or tax levied by the City; or that may be provided and maintained by aHomeowner’s Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained bytheDistrictareonfileintheOfficeofPublic Works and by reference are made part of this Report.Thoseportionsofthe District improvements that may be identified as general benefit or will be funded in whole or inpartbyotherrevenuesourcesaspartoftheapproved development agreements,will not be included as partoftheDistrict assessments.The net annual cost to provide and maintain the improvements determined to beofspecialbenefitshallbeallocatedtoeachpropertyin proportion to the special benefits received.
Street Maintenance
The street maintenance program may include,but is not limited to:the repair of potholes,cracks or otherfailuresintheasphaltsurface;repair or replacement of curbs,gutters,driveway approaches and sidewalks asrequiredaspartof maintaining the streets;repair or installation of street signs,barricades,fencing or otherdelineation;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 maintenanceservices shall be determined by the City’s Public Works Department as necessary to extend the life of thestreetsortoimprovetrafficcirculationandsafetyas available funding permits.Specifically the streetimprovementsforthisDistrict are identified as:
Approximately 66,000 square feet of asphalt street surface located on the interior streets of thedevelopment identified as El Camino Real north of the Upper Bridge Crossing; Ferrocarril Roadfrom 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 DeAnza 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 tothe tract) and the Graves Creek Bridge (located on Ferrocarril Road located at the entryway to thesenior housing development);
Specifically not included as part of the street maintenance program are the costs associated withmajorreplacements or reconstruction. Although the District assessments will provide funding forregular maintenance and servicing of the improvements that will extend the useful life of the streetimprovements,the assessments are not intended to fund major replacements or reconstruction ofthe 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 theasphalt;and replacement of curbs, gutters driveway approaches and sidewalks is significantly morethan 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 financingoptions 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 housingdevelopment (street improvements southwest of the Graves Creek Bridge). The street
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 3-3Prepared by NBS –Fiscal Year 2016/17
improvements and facilities within the senior housing development shall be maintained and fundedthrough a Homeowner’s Association or similar entity.
The Public Works Department shall authorize the operational activities and maintenance of the public streetandright-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 andgutters;
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 onceeveryfiveyears);
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 bytheDistrictincludingbutnotlimited 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 sidewalksincludingpartial segment replacements as needed to ensure pedestrian and vehicle safety ortheintegrityofthe 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 thestreetright-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodicbasis,such as slurry sealing or overlaying the asphalt streets,and the funds necessary for these activities arecollectedininstallments as part of the annual assessments.The monies collected each year for these serviceswillbeaccumulatedinaspecialfundoftheDistrict(Reserve Fund or Capital Improvement Fund).Themoniesaccumulatedfortheseactivitiesshall be spent when sufficient funds have been accumulated toperformtheservices deemed necessary by the City (approximately every five years).This process ofaccumulatingfunds(installments)shall continue until such time the District is dissolved;or the City determinesthatsuchfundingproceduresrequire modification.Changes in the process of accumulating funds that wouldresultin an increase to the annual assessment rate must be presented to the property owners for approvalpriortoimposingsuchanincrease.
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;channel ways;storm drain inlets,catch basins,manholes,outlets;drywells,pumps,filters and pipes. The storm drain system to be maintained primarily involves on-site facilities (withintheDistrictboundaries)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 controlmaintenanceprogramthatwilladequatelyregulateandcontrolstorm water runoff resulting from thedevelopmentofpropertieswithintheDistrict.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;andthepartialreplacementorrehabilitationofequipmentand facilities.The storm drain and flood control system
ITEM NUMBER: B-2
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 3-4Prepared by NBS –Fiscal Year 2016/17
includes but is not limited to:
A single drainage basin of approximately 9,000 square feet;
A total of 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 thestormdrainandstormwaterpollution treatment infrastructure,facilities and services that may include,but arenot 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 Countyregulations;
Cleaning and landscape maintenance of the drainage basins,bio-filter areas or channel waysasneeded;
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 basissuchasminorrepairstothestormdraininlets, catch basins and outlets,and the funds necessary for theseactivitiesare collected in installments as part of the annual assessments.The monies collected each year fortheseserviceswillbeaccumulatedinaspecialfundof the District (Reserve Fund or Capital ImprovementFund).The monies accumulated for these activities shall be spent as needed to perform the services deemednecessarybytheCity.This process of accumulating funds (installments)shall continue until such time theDistrictisdissolved;or the City determines that such funding procedures require modification.Changes in theprocessofaccumulatingfundsthatwouldresultinanincreasetotheannualassessmentratemustbepresentedtothepropertyownersforapprovalpriorto imposing such an increase.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET
FY 2016/17
Zone A(Senior Housing)Zone B(SF-Residential)TotalAssessed
DIRECT COSTS
Street, Roads & Storm Drain Improvements
Drainage Maintenance Services
Street Sweeping Services $152 $248 $400Inspection & Operational Services-Roads, Drainage 1,733 2,827 4,560
Inspection & Operational Services-Bridges 4,650 1,350 6,000
Total Annual Direct Costs $6,535 $4,425 $10,960
CAPITAL EXPENDITURES
Special Project –Road Projects $15,202 $24,798 $40,000
Total Annual Capital Expenditures $15,202 $24,798 $40,000
ADMINISTRATION EXEPNSES
City Annual Administration $800 $800 $1,600
Engineer's Report & Services 1,600 1,600 3,200
Public Noticing 300 300 600
Total Annual Administration Costs $2,700 $2,700 $5,400
TOTAL DIRECT & ADMINISTRATION COSTS $24,437 $31,923 $56,360
CAPITAL RESERVE COLLECTIONS/(USES)
Collection for Street Surface Activities $5,603 $9,142 $14,745
Collection for Street Re-striping 30 49 79
Collection for Repair Activities: Curbs, Gutters, Approaches & Sidewalks 101 165 266
Collection for Debris Removal -281 281Collection for Bridges 9,863 2,863 12,726
Collection for Storm Drain Infrastructure -101 101
Total Annual Capital Reserve Collections/(Uses)$15,597 $12,601 $28,198
LEVY ADJUSTMENTS
Interest Income -Improvement Fund ($1,331)($973)($2,304)
Interest Income -Operating Reserve Fund (314)(217)(531)
Improvement Fund (Use)(15,202)(24,798)(40,000)
Operating Reserve Fund Collection (Use)(1,633)0 (1,633)
Total Levy Adjustments (18,480)(25,988)(44,468)
BALANCE TO LEVY $21,554 $18,536 $40,090
DISTRICT STATISTICS
Total Parcels 61 28
Parcels Levied 60 26
Total EBU 37.5 26
Levy per EBU(1)$574.78 $712.92
Maximum Levy per EBU $685.45 $847.44
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $32,844 $50,628 $83,472
Operational Reserve Interest 314 512 826
Use of Operational Reserve Interest (314)(217)(531)
Operational Reserve Collection (Use)(1,633)0 (1,633)
Ending Operating Reserve Balance $31,211 $50,923 82,134
Beginning Improvement Fund Balance $131,945 $109,015 $240,961
Improvement Fund Interest 1,331 973 2,304
Use of Improvement Fund Interest (1,331)(973)(2,304)
Improvement Fund Collection (Use)395 (12,197)(11,802)
Ending Improvement Fund Balance $132,340 $96,818 229,159
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
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5.METHOD OF ASSESSMENT
A.GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing forthemaintenance,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 leviedaccordingto benefit rather than assessed value:
“The amount of the assessment imposed on any parcel of property shall be related tothe 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,determinethattheestimatedcost of work authorized …is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by anassessmentleviedandcollected in installments…. The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for whichthe assessment was levied.”
The method of apportionment described in this Report for allocation of special benefit assessments utilizescommonlyacceptedengineeringpracticesin compliance with the provisions of the 1982 Act and the CaliforniaConstitution.The formulas used for calculating assessments reflects the composition of parcels within theDistrictandtheimprovementsandservicesprovided,to fairly apportion the costs based on the specialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements and services,and the associated costs and assessments have beencarefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1982 ActandtheCalifornia Constitution.The street and storm drain improvements associated with this District werenecessaryandessentialrequirementsfortheorderlydevelopmentofthe properties within the District to theirfullpotential,consistent with the development plans and applicable portions of the City General Plan.As suchtheongoing operation,servicing and maintenance of those improvements would otherwise be the directfinancialobligationofeachindividualpropertyowner.Since each parcel to be assessed within the Districtcouldnothavebeendevelopedintheabsenceoftheseimprovementsandfacilities,each parcel has adirectinvestmentintheproper maintenance of the improvements that is over and above any general benefitsthat may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance,useandpreservationofthepropertieswithintheDistrictand such services to be funded by annual assessmentsconfer a particular and distinct special benefit to those parcels.The proper maintenance of streets andappurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe andefficientmovementofpeopleandgoodstoandfromthebenefiting properties Likewise,the maintenanceandservicingofthestormdrainsystem ensures proper water flow and control of excess water during periodsofrain,which is essential to preservation and protection of private property.Together the maintenance andservicingofthestreetsandstormdrainsystemcontributesto a specific enhancement of each of the parcelswithintheDistrictandtheabsenceof adequate maintenance and servicing of the District improvements couldeventually have a negative impact on properties within the District.
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Although the improvements may include public streets and storm drain facilities that connect to similar facilitiesoutsidetheDistrictboundaries,it is clear that the construction and installation of these improvements wereonlynecessaryforthe development of properties within the District.As such,these improvements were notrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutsidethe District boundary and anypublicaccessoruseoftheimprovementsbyothersis incidental.Therefore,it has been determined that theongoingmaintenance, servicing and operation of the District improvements provide no measurable generalbenefittopropertiesoutsidetheDistrictortothepublicatlarge,but clearly provide distinct and special benefitstopropertieswithintheDistrict.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 ofthespecialbenefitassessmentsallocatedtopropertieswithinthisDistrict. However,the costs associatedwithinstallationorimprovementofanyoff-site facilities that benefit the parcels within this District as wellasotherproperties (shared benefit)may be allocated to the parcels within the District based on theirproportionalspecialbenefitfromsuchimprovements.
C.ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels baseduponthespecialbenefitreceivedbyeachparcel. Additionally,in compliance with the California ConstitutionArticleXIIIDSection4, each parcel’s assessment may not exceed the reasonable cost of the proportionalspecialbenefitconferredtothatparcel.The benefit formula used to determine the assessment obligation isthereforebaseduponboththeimprovementsthatbenefit the parcels within the District as well as theproposedlanduseofeachpropertyas compared to other parcels that benefit from those specificimprovements.
The method of apportionment established for this District and described herein, reflects the proportionalspecialbenefiteachpropertyreceivesfromthe improvements and services based on the actual or proposedlanduseofthatparcel as compared to other properties within the District based on similarities and differencesinparcellanduse.
Zones of Benefit:
While it has been determined that the improvements to be maintained by the District are entirely a specialbenefit to properties within the District (No measurable general benefit), upon review of the variousimprovements, the location and need for such improvements and the proposed development of propertieswithin 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 seniorhousingdevelopment, although they do share in the benefit of some of the improvements. Therefore, ithas been determined that two separate zones of benefit are required to appropriately allocate the costs ofmaintaining the improvements and establish proportional special benefit assessments. The propertiesassociated with the senior housing development have been identified and designated as “Zone A”, and thesingle-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 benefitand shall proportionately share in the costs associated with maintaining and servicing the Upper BridgeCrossing, El Camino Real and the western portion of Ferrocarril Road leading into these properties. It hasalso been determined that the construction of the Graves Creek Bridge was only necessary for thedevelopment of these properties and therefore the cost to service and maintain this facility shall be entirelyallocated to these properties. Conversely, the storm drain improvements that will be maintained by the Citywithin Tract 2498 have been constructed as part of developing the twenty-six single-family residentialproperties and it has been determined that the senior housing properties do not receive direct and specialbenefit from those particular improvements. While these properties will not be assessed for the stormdrain improvements, it should be noted that some storm drain facilities will be constructed as part of the
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 5-3Prepared by NBS –Fiscal Year 2016/17
senior housing development; however these improvements are not included in this District and will beprovided 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, thesingle-family residential properties within Tract 2498 benefit and shall proportionately share in the costsassociated with maintaining and servicing the Upper Bridge Crossing and El Camino Real. In addition, theoverall development of these particular properties required the construction and installation of the streetimprovements on Ferrocarril Road and De Anza Court as well as the entire storm drain system to be maintainedby the District. Therefore the cost of maintaining and servicing these particular improvements shall be budgetedand allocated proportionately to only those properties in Zone B. Conversely, the construction of the GravesCreek Bridge was only necessary for the development of the senior housing and the properties within Zone Bwill not share in the cost of maintaining this particular facility.
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 mostdistrictsformedunderthe1982Act utilizes a weighted method of apportionment known as an EquivalentBenefitUnit (EBU)methodology that uses the single-family home site as the basic unit of assessment.Asingle-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to aweightedEBUbasedonanassessment 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 andappliedtodistrictsthathave a wide range of land use classifications (residential and non-residential use),thisDistrictiscomprisedofonly 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 necessarilyapplicabletothedevelopmentofpropertieswithinthis District,but are presented for comparison purposes tosupporttheproportional 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 orwithoutastructure.This land use is assessed 1.0 EBU per lot or parcel.This is the base value that theother 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 morethan 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-familyresidential unit, multi-family residential parcels shall be proportionately assessed for the parcel’s totalnumber of residential units utilizing a sliding benefit scale. Although multi-family properties typically receivesimilar benefits to that of a single-family residential, it would not be reasonable to conclude that on a perunitbasis,the benefits are equal.Studies have consistently shown that the average multi-family unitimpactsinfrastructureapproximately 75% as much as a single-family residence (Sample Sources:Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition;Metcalf andEddy,Wastewater Engineering Treatment, Disposal, Reuse, Third Edition).These various studies indicatethat 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 alsoreasonabletoconcludethatasthedensity (number of units)increases,the proportional benefit per unittendstodeclinebecausethe unit size and people per unit usually decreases. Based on theseconsiderations and the improvements provided by this District, an appropriate allocation of special benefitfor multi-family residential properties as compared to a single-family residential property is bestrepresented by the following special benefit assignment:0.75 EBU per unit for the first 50 units;0.50EBUperunitforunits51through100;and 0.25 EBU per unit for the remaining units.
ITEM NUMBER: B-2
DATE: 06/14/16
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 5-4Prepared by NBS –Fiscal Year 2016/17
Condominium/Town-home Units —Condominiums and town-homes tend to share attributes of bothsingle-family residential and multi-family residential properties and for this reason are identified as aseparate land use classification. Like most single-family residential properties, these properties are notusually considered rental property and generally,the County assigns each unit a separate APN orassessment number. However, condominiums and town-homes often have similarities to multi-familyresidentialpropertiesin that they are generally zoned medium to high density and in some cases mayinvolve multiple units on a single APN.In consideration of these factors it has been determined that anappropriateallocationofspecial benefit for condominiums, town-homes and similar residential propertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardless of whether each unit is assignedan individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels withmorethanfiveunits).
Modified Housing/Senior Housing Units —Modified Housing or Senior Housing is generally defined asresidential units that would typically be classified as Condominiums or Town-homes, but have specificdeed restrictions that may limit the size or use of all units within the development. This classification is notapplicable to individual single-family residential parcels unless all single-family residential parcels withinthat 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” doesnot qualify for this land use classification, unless all the units within that development have the same orsimilar deed restrictions.) Since this classification generally involves Condominium or Town-home typeproperties, that are generally assigned 0.75 EBU, it has been determined that an appropriate allocation ofspecial benefit for modified housing units or senior housing units is best represented by an assignment of0.625 EBU per unit regardless of whether each unit is assigned an individual APN or there are multipleunits assigned to a single APN.
Planned-Residential Development —This land use is defined as any property for which a tentative orfinaltract map has been filed and approved (a specific number of residential lots and units has beenidentified)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 morethanasingle parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel thatis part of the approved tract map shall be assessed proportionately for the proposed or estimatedresidentialtypeandunitstobedevelopedonthat 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 ofprofessional appraisers who appraise market property values for real estate in California,the landvalue portion of a property typically ranges from 20 to 30 percent of the total value of a developedresidentialproperty(the average is about 25 percent). Although the assessed value of an individualpropertyisnota direct reflection of the property’s special benefit,this general correlation between landvalue and structure value does provide a reasonable basis for apportioning special benefit for vacantresidential 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)anEquivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%)is derived and presents anappropriate apportionment of special benefit for vacant residential properties.Recognizing that the fullandtimelyutilizationofvacantpropertyisreducedas the size of the property increases,it has beendeterminedthat 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 aminimumof1.0 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 APNbytheCounty);
ITEM NUMBER: B-2
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 5-5Prepared by NBS –Fiscal Year 2016/17
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 ormay provide other benefits to private properties within the District.;
Private properties that cannot be developed independently from an adjacent property, such ascommon areas, sliver parcels or bifurcated lots or properties with very restrictive developmentuse;
These types of parcels are considered to receive little or no benefit from the improvements and aretherefore exempted from assessment, but shall be reviewed annually by the assessment engineer toconfirm the parcels current development status.Government owned properties or public properties are notnecessarilyexemptproperties and shall be subject to special benefit assessment unless it qualifies for anexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there are usuallyoneormorepropertiesforwhichthestandardland use classifications do not accurately identify thespecialbenefitsreceivedfrom the improvements.For example,a parcel may be identified as a VacantResidentialproperty,however only a small percentage of the parcel’s total acreage can actually bedeveloped. 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 calculationspreviouslyoutlined.
Property Type Equivalent BenefitUnits Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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 theimprovementsis established by taking the total cost of the improvements and dividing that amount by the totalnumberofEBU’s of the parcels benefiting from the improvements.This Rate is then applied back to eachparcel’s individual EBU to determine the parcel’s proportionate benefit and assessment obligation for theimprovements.
Total Balance to Levy /Total EBU =Levy per EBULevyper EBU x Parcel EBU = Parcel Levy Amount
ITEM NUMBER: B-2
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 5-6Prepared by NBS –Fiscal Year 2016/17
D.ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.Prior to thepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes in the BrownActdefined a "new or increased assessment"to exclude certain conditions.These conditions included "anyassessmentthatdoesnotexceedanassessmentformulaorrangeof assessments previously adopted bytheagencyorapprovedbythevotersintheareawheretheassessmentisimposed."This definition andconditionswerelater confirmed through Senate Bill 919 (Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases andinflationaryadjustmenttoannualassessmentswithout requiring costly noticing and mailing procedures,whichcouldaddtotheDistrict costs and assessments.As part of the District formation,the notice and assessmentballotspresentedtothepropertyownersforapprovalincluded a maximum assessment amount for fiscal year2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and asummaryofthe Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to the future assessments and is generallydefined:
If the proposed annual assessment (levy per EBU)for the upcoming fiscal year is less than or equaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is not consideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate established forfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or the annual percentagechangeinthe Consumer Price Index (CPI)of “All Urban Consumers”for the San Francisco-Oakland-San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter,the Maximum Assessment Rate will berecalculatedand a new Maximum Assessment Rate established for the fiscal year utilizing the AssessmentRangeFormuladescribed above.The Maximum Assessment Rate shall be calculated independent of theDistrict’s annual budget and proposed assessment.The annual percentage change in CPI shall be based onavailabledataprovidedbytheU.S.Department of Labor; Bureau of Labor Statistics at the time the annualReportisprepared. Should the Bureau of Labor Statistics revise such index or discontinue thepreparationofsuchindex,the City shall use the revised index or comparable system as approved by theCityCouncilfordeterminingfluctuationsinthecostofliving.
Any proposed annual assessment (rate per EBU)less than or equal to the calculated (adjusted)MaximumAssessmentRateisnotconsideredanincreased assessment,even if the proposed assessment issignificantlygreaterthanthe assessment applied in the prior fiscal year.Likewise,modifications to the methodof apportionment that increase the proportional special benefit assigned to a particular land use classificationwouldbeconsideredanincreasedassessment.Conversely, reductions in the proportional special benefitassignedtoalanduseclassificationsis permitted.Changes in land use or size of an individual propertyresultinginan assessment increase,is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of the CaliforniaConstitutionArticleXIIIDSection4c,that requires a public hearing and certain protest procedures includingmailednoticeof the public hearing and property owner protest balloting.Property owners through theballotingprocessmustapproveaproposedneworincreasedassessment before such an assessmentmaybeimposed.
ITEM NUMBER: B-2
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
The parcels within the Street and Storm Drain Maintenance District No.03 (De Anza Estates)consist of thelots,parcels and subdivisions of land located in the residential development known as De Anza Estates,Tract2498.The District covers approximately seventy-six acres (75.79 acres)in the northern portion of the City ofAtascadero.
The following map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps and theSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposed District,as the same existed at the time the District was formed.The combination of the District Diagram on file withthe City Clerk and the Assessment Roll contained in this Report constitute the District Assessment Diagram.
ITEM NUMBER: B-2
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Graves CreekSalinas River
£¤101
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El Camino RealSanR a monRd De Anza Ct.CITY OF ATASCADERODE ANZA ESTATESStreet and Storm Drain Maintenance District No. 3Landscaping and Lighting District No. 3 Print Date: 5/13/2015Printed by: City of AtascaderoGIS DivisionElCaminoRealTempletonRdCarrizoRdRailroadRo
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Garcia Rd£¤101
GravesCreekSalinasRiver
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Street & Storm Drain District No.03 (De Anza)Engineer’s Report –City of Atascadero 7-1Prepared by NBS –Fiscal Year 2016/17
7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presentedhereinandisbasedonavailableparcelmapsand property data from the San Luis Obispo County Assessor’sOfficeatthetimethe Engineer’s Report was prepared.A listing of the proposed lots and parcels to beassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
Non-assessable lots or parcels may include,but are not limited to public streets and other roadways (typicallynotassignedanAPNbytheCounty);dedicated public easements,open space areas,right-of-ways,commonareas;landlocked parcels, small parcels vacated by the County,bifurcated lots,and any other property thatcannotbedevelopedorhaslittleornovalue.These types of parcels are considered to receive little or nobenefitfromtheimprovementsandaretherefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcelnumberforthefiscalyear, a corrected parcel number and/or new parcel numbers will be identified andresubmittedtotheCounty Auditor/Controller.The assessment amount to be levied and collected for theresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentand assessment rate describedinthisReportasapprovedbytheCityCouncil. 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 theapprovedmethodofapportionmentandassessmentraterather than a proportionate share of the originalassessment.
ITEM NUMBER: B-2
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Assessor's
Parcel Number
Benefit
Zone
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
049-043-003 B 0 -$-$
049-043-004 B 0 --
049-044-002 B 1 847.44 712.92
049-044-003 B 1 847.44 712.92
049-044-004 B 1 847.44 712.92
049-044-005 B 1 847.44 712.92
049-044-006 B 1 847.44 712.92
049-044-007 B 1 847.44 712.92
049-044-008 B 1 847.44 712.92
049-044-009 B 1 847.44 712.92
049-044-010 B 1 847.44 712.92
049-044-011 B 1 847.44 712.92
049-044-012 B 1 847.44 712.92
049-044-013 B 1 847.44 712.92
049-044-014 B 1 847.44 712.92
049-044-015 B 1 847.44 712.92
049-044-016 B 1 847.44 712.92049-044-017 B 1 847.44 712.92
049-044-018 B 1 847.44 712.92
049-044-019 B 1 847.44 712.92
049-044-020 B 1 847.44 712.92049-044-021 B 1 847.44 712.92
049-044-022 B 1 847.44 712.92
049-044-023 B 1 847.44 712.92
049-044-024 B 1 847.44 712.92049-044-025 B 1 847.44 712.92
049-044-026 B 1 847.44 712.92
049-044-033 B 1 847.44 712.92
049-046-001 A 0 --
049-046-002 A 0.625 428.41 359.24
049-046-003 A 0.625 428.41 359.24
049-046-004 A 0.625 428.41 359.24
049-046-005 A 0.625 428.41 359.24
049-046-006 A 0.625 428.41 359.24
049-046-007 A 0.625 428.41 359.24
049-046-008 A 0.625 428.41 359.24
049-046-009 A 0.625 428.41 359.24
049-046-010 A 0.625 428.41 359.24
049-046-011 A 0.625 428.41 359.24
049-046-012 A 0.625 428.41 359.24
049-046-013 A 0.625 428.41 359.24
049-046-014 A 0.625 428.41 359.24049-046-015 A 0.625 428.41 359.24
049-046-016 A 0.625 428.41 359.24
049-046-017 A 0.625 428.41 359.24
049-046-018 A 0.625 428.41 359.24049-046-019 A 0.625 428.41 359.24049-046-020 A 0.625 428.41 359.24
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 03
(De Anza Estates)
Fiscal Year 2016/2017 Assessment Roll
Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
Page 135
Assessor's
Parcel Number
Benefit
Zone
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
049-046-021 A 0.625 428.41 359.24049-046-022 A 0.625 428.41 359.24049-046-023 A 0.625 428.41 359.24
049-046-024 A 0.625 428.41 359.24
049-046-025 A 0.625 428.41 359.24049-046-026 A 0.625 428.41 359.24049-046-027 A 0.625 428.41 359.24
049-046-028 A 0.625 428.41 359.24
049-046-029 A 0.625 428.41 359.24
049-046-030 A 0.625 428.41 359.24049-046-031 A 0.625 428.41 359.24049-046-032 A 0.625 428.41 359.24
049-046-033 A 0.625 428.41 359.24
049-046-034 A 0.625 428.41 359.24049-046-035 A 0.625 428.41 359.24049-046-036 A 0.625 428.41 359.24
049-046-037 A 0.625 428.41 359.24
049-046-038 A 0.625 428.41 359.24049-046-039 A 0.625 428.41 359.24049-046-040 A 0.625 428.41 359.24
049-046-041 A 0.625 428.41 359.24
049-046-042 A 0.625 428.41 359.24049-046-043 A 0.625 428.41 359.24049-046-044 A 0.625 428.41 359.24
049-046-045 A 0.625 428.41 359.24
049-046-046 A 0.625 428.41 359.24049-046-047 A 0.625 428.41 359.24049-046-048 A 0.625 428.41 359.24
049-046-049 A 0.625 428.41 359.24
049-046-050 A 0.625 428.41 359.24049-046-051 A 0.625 428.41 359.24049-046-052 A 0.625 428.41 359.24
049-046-053 A 0.625 428.41 359.24
049-046-054 A 0.625 428.41 359.24
049-046-055 A 0.625 428.41 359.24049-046-056 A 0.625 428.41 359.24049-046-057 A 0.625 428.41 359.24
049-046-058 A 0.625 428.41 359.24
049-046-059 A 0.625 428.41 359.24049-046-060 A 0.625 428.41 359.24049-046-061 A 0.625 428.41 359.24
Totals 63.5 47,737.82$40,090.32$
(1) Slight variance in charge or total budget are due to rounding for placement on the tax rolls.
Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 3
Page 136
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 4
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 2016/2017
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, NBS, 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 22500, 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, 2016 and ending
June 30, 2017; 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 2016/2017” (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
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ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 4
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
2016/2017.
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 138
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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 2016/2017, said fiscal
year commencing July 1, 2016 and ending June 30, 2017; 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, 2016 and ending June 30, 2017, 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:
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ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 5
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, 2016 and ending June 30,
2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or their designee is hereby authorized and directed to file the
levy with the County Auditor, per Sections 22645-22647 of the Act, upon adoption of this
Resolution.
Page 140
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 5
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 141
Annual Engineer’s ReportLandscaping and Lighting District No. 03(De Anza Estates)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
Page 142
CITY OF ATASCADERO
Landscaping &Lighting District No.03(De Anza Estates)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard, City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez, Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
Page 143
Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero Table of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.DESCRIPTION OF THE DISTRICT..............................................................3-1
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT ......3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES..............................3-2
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-2
D.ASSESSMENT RANGE FORMULA.............................................................5-6
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 oftheCalifornia Streets and Highways Code, commencing with Section 22500 (hereafter referred to asthe “1972 Act”), and in compliance with the substantive and procedural requirements of the CaliforniaState Constitution Article XIIID (hereafter referred to as “Article XIIID”), the City Council of the City ofAtascadero, County of San Luis Obispo, State of California (hereafter referred to as “City”), executedthe proceedings required for the establishment of the special benefit assessment district designatedas:
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 residentialsubdivision known as De Anza Estates, Tract 2498 within the City limits of the City. This Engineer’sReport (hereafter referred to as the “Report”) has been prepared in connection with the levy andcollection of annual assessments related thereto for fiscal year 2016/17, as required pursuant toChapter 1, Article 4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessmentson the County tax rolls to provide ongoing funding for the costs and expenses required to service andmaintain the landscaping and lighting improvements associated with and resulting from thedevelopment of properties within the District. The improvements to be provided by the District and theassessments described herein are made pursuant to the 1972 Act and the substantive and proceduralprovisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be leviedagainst properties in connection with the special benefits the properties will receive from themaintenance and servicing of the District improvements. The annual assessments will provide afunding source for the continued operation and maintenance of public landscaping and lightingimprovements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned developmentof properties within the District and represent an estimate of the direct expenditures, incidentalexpenses, and fund balances that will be necessary to maintain and service the improvements. Theboundaries of the District, the proposed improvements, the method of apportionment, andassessments described herein are based on current development plans and specifications for Tract2498; 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 ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office. The San LuisObispo County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers toidentify 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 Ballotproceeding for the proposed levy of a new assessment pursuant to the provisions of the CaliforniaConstitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Councilconducted a noticed public hearing on August 9, 2005 to consider public testimonies, comments andwritten protests regarding the formation of the District and levy of assessments. Upon conclusion ofthe public hearing, property owner protest ballots received were opened and tabulated to determinewhether majority protest existed (ballots were weighted based on assessment amounts), and byresolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballotsindicated that majority protest did not exist for the proposed assessments and the assessment rangeformula presented and described herein, the City Council approved the Report (as submitted oramended), ordered the formation of the District, and approved the levy and collection of assessments.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo CountyAuditor/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 CityCouncil describing the District any changes to the District or improvements and the proposed budgetand assessments for that fiscal year and the City Council shall hold a noticed public hearing regardingthese matters prior to approving and ordering the proposed levy of assessments. If the proposedassessments for the District exceed the maximum assessment described herein (as approved by theproperty owners), the new or increased assessment must be confirmed through another propertyowner protest ballot proceeding before such an assessment may be imposed. It should be noted thatan increased assessment to an individual property resulting from changes in development or land usedoes not constitute an increased assessment.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.PLANS AND SPECIFICATIONS
A.DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots,parcels and subdivisions of land within theproposed residential subdivision known as the De Anza Estates,Tract 2498,which encompassesan 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 thenorthern 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.
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT
As generally defined by the 1972 Act and applicable to this District,the improvements and associatedassessmentsmayincludeoneormoreofthefollowing:
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.
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;
f)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
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
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;
f)Costs associated with any elections held for the approval of a new or increased
assessment.
C.DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to ensure the ongoing maintenance,operation and servicing of locallandscapingandstreetlightingimprovementsestablishedorinstalledinconnectionwithdevelopmentofpropertieswithintheDistrict.The improvements may consist of all or a portion ofthepubliclandscapedareas,street lighting and appurtenant facilities within and adjacent to the District(Tract 2498). These improvements generally include,but are not limited to the materials,equipment,utilities,labor,appurtenant facilities and expenses necessary for the ongoing maintenance andoperationofpublicstreetlightingaswellaslandscaped parkways,medians,slopes,trails,park areas,drainage basins,open space areas and other designated easements or right-of-ways constructed andinstalledaspartofthedevelopmentplansandagreementsapprovedforthedevelopmentofeachlotandparcelwithintheDistrict.The improvements to be maintained and funded entirely or partiallythroughtheDistrictassessmentsaregenerallydescribedas:
Streetscape landscaping including street trees located on the perimeter of the development andinteriorstreetsofTract2498thatarewithinthe public right-of-ways or easements and dedicatedtotheCityfor 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 andconstructedaspartofdevelopingpropertieswithinTract2498;
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 aforementionedimprovements;
Specifically not included as District improvements are those improvements located on privateproperty,improvements and facilities that may be provided or maintained by an agency otherthantheCity; improvements and facilities that may be provide by another assessment or taxleviedbytheCityoranyimprovementprovidedandmaintainedbya Homeowner’s Associationor similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to bemaintainedbytheDistrictareonfileintheOfficeofPublicWorksandbyreferencearemadepartofthisReport.Those portions of the District improvements that may be identified as generalbenefitorwillbefundedinwholeorinpartbyotherrevenuesourcesaspartoftheapproveddevelopment agreements,will not be included as part of the District assessments. The net annual costtoprovideandmaintaintheimprovementsdeterminedtobeofspecialbenefitshallbeallocatedtoeachpropertyinproportiontothespecialbenefitsreceived.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 3-3Prepared by NBS –Fiscal Year 2016/17
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 otherfencing,hardscape improvements,monuments,and associated appurtenant facilities located within thelandscape easements or public right-of-ways.Specifically the landscape improvement areas for thisDistrictareidentifiedas:
Approximately 43,560 square feet of streetscape (parkway embankment) landscaping within thepublic 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, varioustrees within the open space area and the street trees within the street right-of-way on Ferrocarril
Road;
Approximately 175,550 square feet (4.03 acres) of landscaped area in and around the two (2)drainage basins within Tract 2498;
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 railfencing 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.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET Total Budget Costs NotAssessed Fiscal Year2016/17
DIRECT COSTS
Annual Maintenance
Landscape Services $5,160 $708 $4,452
Landscape Supplies 840 -840Landscape Utilities 500 -500City Landscape Services 9,160 -9,160Maintenance830-830
Special Projects ---
Total Annual Direct Costs $16,490 $708 $15,782
CAPITAL EXPENDITURESSpecial Projects $5,000 $-$5,000Total Annual Capital Expenditures $5,000 $-$5,000
ADMINISTRATION EXEPNSES
Annual Administration ExpensesCity Annual Administration $1,920 $-$1,920Engineer's Report & Services 4,380 -4,380Public Noticing 700 -700
Total Annual Administration Costs $7,000 $-$7,000
TOTAL DIRECT & ADMINISTRATION COSTS $28,490 $708 $27,782
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $2,938 $-$2,938
Trail & Pathway Rehabilitation/Replacement 1,000 500 500
Park & Open Space Rehabilitation/Replacement 707 -707Tree Rehabilitation/Replacement 1,207 -1,207Park Rehabilitation/Replacement 762 -762Reserve Collection (Use)(5,000)(192)(4,808)
Total Annual Capital Reserve Collections/(Uses)$1,614 $308 $1,306
LEVY ADJUSTMENTS
Interest Income -Improvement Fund ($647)$-($647)
Interest Income -Operating Reserve Fund (363)-(363)
Operating Reserve Fund Collection (Use)(13,219)(1,016)(12,203)
Total Levy Adjustments ($14,229)($1,016)($13,213)
BALANCE TO LEVY $15,875 $-$15,875
DISTRICT STATISTICS
Total Parcels 89
Parcels Levied 86Total EBU 63.5Levy per EBU(1)$250.00Maximum Levy per EBU $1,215.14
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $73,448Operational Reserve Interest 647
Use of Operational Reserve Interest (647)
Operational Reserve Collection (Use)(12,203)
Estimated Ending Operating Reserve Balance $61,245
Beginning Improvement Fund Balance $33,168
Improvement Fund Interest 363Use of Improvement Fund Interest (363)Improvement Fund Collection (Use)1,614
Estimated Ending Improvement Fund Balance $34,782
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 5-1Prepared by NBS –Fiscal Year 2016/17
5.METHOD OF ASSESSMENT
A.GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose ofprovidingcertainpublicimprovements,which include the construction,maintenance,and servicing ofpubliclights,landscaping and appurtenant facilities.The 1972 Act further requires that the cost oftheseimprovementsbeleviedaccordingtobenefitratherthanassessedvalue:
“The net amount to be assessed upon lands within an assessment district may beapportionedbyanyformulaormethodwhich fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by eachsuchlotor parcel from the improvements.”
The method of apportionment described in this Report for allocation of special benefit assessmentsutilizescommonlyacceptedengineeringpracticesandhavebeenestablishedpursuanttothe1972ActandtheprovisionsofArticleXIIID. The formulas used for calculating assessments reflects thecompositionofparcelswithintheDistrictandtheimprovementsandservicesprovided,to fairlyapportionthecostsbasedonthespecialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements,the associated costs and assessments have been carefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1972 ActandArticleXIIID. The improvements provided by this District and for which properties will be assessedhavebeenidentifiedas necessary,required and/or desired for the orderly development of thepropertieswithintheDistricttotheirfullpotential,consistent with the development plans and applicableportionsoftheCityGeneralPlan.As such,these improvements would be necessary and required ofindividualpropertyownersforthedevelopmentofsuchpropertiesandtheongoingoperation,servicingandmaintenanceoftheseimprovementswouldbethefinancialobligationofthoseproperties.Therefore,the improvements and the annual costs of ensuring the maintenance and operation of theimprovementsareadistinctandspecialbenefittothepropertieswithintheDistrict.Any improvementorportionthereofthatisconsideredtobeofgeneral benefit shall be funded by other revenue sourcesandnotincludedaspartofthespecialbenefitassessmentsallocatedtopropertieswithintheDistrict.
Special Benefit
The method of apportionment (method of assessment)established herein is based on the premise thateachassessedparcelwithintheDistrictreceivesspecial benefits from the improvements and the
desirability and security of those properties is enhanced by the 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 andproperties.
Enhanced adaptation of the urban environment within the natural environment from adequategreenspaceandlandscaping.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 5-2Prepared by NBS –Fiscal Year 2016/17
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 propertiesintheDistrict through well-maintained surroundings and amenities including abatement ofgraffiti.
Enhanced environmental quality of the parcels by moderating temperatures,providingoxygenationandattenuatingnoise.
The special benefits of street lighting and other public lighting facilities are the convenience,safety,andsecurityofproperty,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 assessedparcelswithintheDistrictandtherebyprovideaspecial enhancement of the properties.Furthermore,ithasbeendeterminedthatthelackoffundingtoproperlyserviceandmaintaintheDistrict
improvements would 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 bothproperties 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 Districtreceive special benefit from those improvements. While the District improvements clearly includepublic 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 activitieswithin the open space areas resulted solely from the development of properties within the District andwould otherwise not have been required nor necessarily desired by any properties or developmentsoutside 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, servicingand operation of those improvements provide no measurable general benefit to properties outside theDistrict or to the public at large. However, while this development has facilitated a need for increasedmaintenance of the open space area associated with Tract 2498, it is also recognized that landconservation and ensuring adequate open space areas within the City does have some indirect, butnot quantifiable, benefit to the community at large. Therefore, while the entire cost to maintain theopen 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 theproposed special benefit assessments. Should the City require maintenance of these areas, theassociated costs will be funded by other revenue sources available to the City.
ITEM NUMBER: B-2
DATE: 06/14/16
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C.ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from therespectiveimprovementsbasedontheactualorproposedland 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 withintheDistrictbasedonthe parcel’s actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based uponthespecialbenefitreceivedbyeachparcel.Additionally,in compliance with the Article XIIID Section 4,each parcel’s assessment may not exceed the reasonable cost of the proportional special benefitconferredtothat parcel.The benefit formula used to determine the assessment obligation is thereforebaseduponboththeimprovementsthatbenefittheparcelswithintheDistrictaswellastheproposedlanduseofeachpropertyascomparedtoother parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionateshareoftheimprovementcostsitisnecessarytoconsiderthe entire scope of the plannedimprovementsaswellasindividualpropertydevelopmentwithintheDistrict.Upon review of theproposedimprovementsithas been determined that each of the residential parcels within the Districtreceivesspecialbenefitsfromtheimprovementstobefundedbyannualassessmentsand based ontheplannedpropertydevelopmentasinglezoneofbenefitisappropriate for the allocation of theassessmentsandproportionalbenefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property’s proportional special benefits tothespecialbenefitsoftheotherpropertieswithintheDistrict. The method of apportionment establishedformostdistrictsformedunderthe1972ActutilizesaweightedmethodofapportionmentknownasanEquivalentBenefitUnitmethodologythatusesthesingle-family home site as the basic unit ofassessment.A single-family home site equals one Equivalent Benefit Unit (EBU)and the other landusesareconvertedtoaweightedEBUbasedonan assessment formula that equates the property’sspecificdevelopmentstatus,type of development (land use),and size of the property,as compared toasingle-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly usedandappliedtodistrictsthathaveawiderangeoflanduseclassifications(residential and non-residential use),this District is comprised of only residential properties and the followingapportionmentanalysisofspecial benefit addresses only residential land uses.Not all land usetypesdescribedinthefollowingarenecessarilyapplicabletothedevelopmentofpropertieswithinthisDistrict,but are presented for comparison purposes to support the proportional special benefit appliedtothoselandusetypeswithintheDistrict.
Single-family Residential —This land use is defined as a fully subdivided residential home sitewithorwithoutastructure.This land use is assessed 1.00 EBU per lot or parcel.This is thebasevaluethattheotherpropertiesare compared and weighted against regarding special benefit.
Multi-family Residential —This land use is defined as a fully subdivided residential parcel that hasmorethanoneresidentialunitdevelopedon the property.(This land use typically includesapartments,duplexes,triplex etc.,but does not generally include condominiums,town-homes ormobilehomeparks).Based on average population densities and size of the structure as comparedto a typical single-family residential unit,multi-family residential parcels shall be proportionatelyassessedfortheparcel’s total number of residential units utilizing a sliding benefit scale.Althoughmulti-family properties typically receive similar benefits to that of a single-family residential,it wouldnotbereasonableto conclude that on a per unit basis,the benefits are equal.Studies haveconsistently shown that the average multi-family unit impacts infrastructure approximately 75%asmuchasasingle-family residence (Sample Sources: Institute of Transportation EngineersInformationalReportTripGeneration, Fifth Edition;Metcalf and Eddy,Wastewater Engineering
ITEM NUMBER: B-2
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Treatment,Disposal,Reuse,Third Edition).These various studies indicate that most publicimprovementsandinfrastructureareutilizedandimpactedatreducedlevelsbymulti-familyresidentialunitsandasimilarreductioninproportionalbenefitisappropriate.Furthermore,it is alsoreasonabletoconcludethatasthedensity(number of units)increases the proportional benefit perunittendstodeclinebecausethe unit size and people per unit usually decreases.Based on theseconsiderations and the improvements provided by this District,an appropriate allocation of specialbenefitformulti-family residential properties as compared to a single-family residential is bestrepresentedbythefollowingspecialbenefitassignment: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 ofbothsingle-family residential and multi-family residential properties and for this reason are identifiedas a separate land use classification. Like most single-family residential properties,these propertiesarenotusually considered rental property and generally,the County assigns each unit a separateAPNorassessmentnumber.However,condominiums and town-homes often have similarities tomulti-family residential properties in that they are generally zoned medium to high density and insomecasesmay involve multiple units on a single APN. In consideration of these factors it has beendeterminedthatanappropriateallocationofspecialbenefitfor condominiums,town-homes andsimilarresidentialpropertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardlessofwhethereachunitisassignedanindividualAPNortherearemultipleunitsassignedtoanAPN.(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, buthave specific deed restrictions that may limit the size or use of all units within the development. Thisclassification is not applicable to individual single-family residential parcels unless all single-familyresidential parcels within that particular development or subdivision have the same restrictions. (Forexample: One or more single-family units within a subdivision that are deed restricted as “AffordableHousing” or “Senior Housing” does not qualify for this land use classification, unless all the units withinthat development have the same or similar deed restrictions.) Since this classification generallyinvolves Condominium or Town-home type properties, that are generally assigned 0.75 EBU, it hasbeen determined that an appropriate allocation of special benefit for modified housing units or seniorhousing units is best represented by an assignment of 0.625 EBU per unit regardless of whether eachunit 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 tentativeorfinaltractmaphasbeenfiledandapproved(a specific number of residential lots and units hasbeenidentified)and the property is expected to be subdivided within the fiscal year or is part of theoverall improvement and development plan for the District.This land use classification often timesinvolvesmorethanasingleparcel(e.g.the approved tract map encompasses more than a singleAPN).Each parcel that is part of the approved tract map shall be assessed proportionately for theproposedorestimatedresidentialtypeandunitstobedevelopedonthatparcelaspartoftheapprovedtractmap.Accordingly,each parcel is assigned an appropriate number of benefit units thatreflectsthedevelopmentofthatpropertyatbuild-out.(The EBU assigned to each parcel shallrepresentthecombinationofsingle-family, condominium,multi-family units to be developed).
Vacant Residential —This land use is defined as property currently zoned for residentialdevelopment,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 estateinCalifornia,the land value portion of a property typically ranges from 20 to 30 percent of the totalvalueofadevelopedresidentialproperty(the average is about 25 percent).Although the assessedvalueofanindividualproperty is not a direct reflection of the property’s special benefit,this generalcorrelationbetween land value and structure value does provide a reasonable basis for apportioning
special benefit for vacant residential properties.Utilizing this twenty-five percent (25%)apportionmentandthenumberofsingle-family residential units typically developed per acre of land (an average of4residentialunitsperacre)an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x
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DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 5-5Prepared by NBS –Fiscal Year 2016/17
25%)is derived and presents an appropriate apportionment of special benefit for vacant residentialproperties.Recognizing that the full and timely utilization of vacant property is reduced as the size ofthe property increases,it has been determined that the maximum EBU assigned to a vacantresidentialparcelshallnotexceed25.00 EBU (parcels in excess of 25 acres are assigned 25.00EBU).Parcels less than one acre,shall be assigned a minimum of 1.00 EBU (similar to a vacant lotwithinaresidential tract).
Exempt Parcels —This land use identifies properties that are not assessed and are assigned 0.00EBU.This land use classification may include but is not limited to:
Lots or parcels identified as public streets and other roadways (typically not assigned anAPNbytheCounty);
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 ormayprovideotherbenefitstoprivatepropertieswithintheDistrict;
Private properties that cannot be developed independently from an adjacent property,such ascommonareas,sliver parcels or bifurcated lots or properties with very restrictive developmentuse;
These types of parcels are considered to receive little or no benefit from the improvements and arethereforeexemptedfromassessment,but shall be reviewed annually by the assessment engineer toconfirmtheparcels’ current development status.Government owned properties or public propertiesarenot necessarily exempt properties and shall be subject to special benefit assessment unless itqualifiesforanexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there areusuallyoneormorepropertiesforwhichthestandardland use classifications do not accuratelyidentifythespecialbenefitsreceivedfromtheimprovements.For example,a parcel may be
identified as a Vacant Residential property,however only a small percentage of the parcel’s totalacreagecanactuallybedeveloped.In this case,an appropriate calculation would be based on thenetacreagethatcanbeutilizedrather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unitcalculationspreviouslyoutlined.
Property Type EquivalentBenefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 5-6Prepared by NBS –Fiscal Year 2016/17
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 toparcelsthatreceivespecialbenefitfromtheimprovements.An assessment amount per EBU(Assessment Rate) for the improvements is established by taking the total cost of the improvementsanddividingthatamount 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 proportionatebenefitandassessmentobligationfortheimprovements.
Total Balance to Levy /Total EBU = Levy per EBULevyperEBU x Parcel EBU =Parcel Levy Amount
D.ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.Prior tothepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes intheBrownActdefineda"new or increased assessment"to exclude certain conditions.Theseconditionsincluded"any assessment that does not exceed an assessment formula or range ofassessmentspreviouslyadoptedbytheagencyorapprovedbythevotersinthe area where theassessmentisimposed."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 andinflationaryadjustmenttoannualassessmentswithoutrequiringcostlynoticingandmailingprocedures,which could add to the District costs and assessments.As part of the District formation,the notice andassessmentballotspresentedtothepropertyownersforapprovalincludedamaximumassessmentamountfor fiscal year 2005/2006 (initial maximum assessment),identification of the correspondingmaximumassessmentrateand a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and isgenerallydefined:
If the proposed annual assessment (levy per EBU)for the upcoming fiscal year is less than orequaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is notconsideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate establishedforfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or theannualpercentagechangeintheConsumerPriceIndex(CPI)of “All Urban Consumers”for theSanFrancisco-Oakland-San Jose Area from February to February.The Maximum Assessmentratewasincreasedby3.02%for fiscal year 2016/17.
Beginning with the second fiscal year (fiscal year 2006/2007)and each fiscal year thereafter,theMaximumAssessmentRateisrecalculatedandanewMaximumAssessmentRateisestablishedforthefiscalyearutilizingtheAssessmentRangeFormuladescribedabove.The Maximum AssessmentRateshallbecalculatedindependentoftheDistrict’s annual budget and proposed assessment.Theannual percentage change in CPI shall be based on available data provided by the U.S.Department ofLabor;Bureau of Labor Statistics at the time the annual Report is prepared.Should the Bureau ofLaborStatisticsrevisesuchindexordiscontinuethepreparationofsuchindex,the City shall use therevisedindexorcomparable system as approved by the City Council for determining fluctuations inthecostofliving.
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
ITEM NUMBER: B-2
DATE: 06/14/16
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 5-7Prepared by NBS –Fiscal Year 2016/17
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 assignedtoaparticularlanduseclassificationwouldbeconsideredanincreasedassessment.Conversely,reductions in the proportional special benefit assigned to a land use classifications are permitted.Changes in land use or size of an individual property resulting in an assessment increase,is notconsideredanincreasedassessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of Article XIIIDSection4c,that requires a public hearing and certain protest procedures including mailed notice of thepublichearingand property owner protest balloting.Property owners through the balloting processmustapproveaproposedneworincreasedassessmentbeforesuchan assessment may be imposed.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
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 planned residential development known as De AnzaEstates,Tract 2498.The District covers approximately seventy-six acres (75.76 acres)in the northernportionoftheCityofAtascadero.
The following map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps andtheSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposedDistrict,as the same existed at the time the District was formed.The combination of the DistrictDiagramon file with the City Clerk and the Assessment Roll contained in this Report constitute the DistrictAssessmentDiagram.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
Page 159
Graves CreekSalinas River
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El Camino RealSanR a monRd De Anza Ct.CITY OF ATASCADERODE ANZA ESTATESStreet and Storm Drain Maintenance District No. 3Landscaping and Lighting District No. 3 Print Date: 5/13/2015Printed by: City of AtascaderoGIS DivisionElCaminoRealTempletonRdCarrizoRdRailroadRo
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ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No.03 (De Anza Estates)Engineer’s Report –City of Atascadero 7-1Prepared by NBS –Fiscal Year 2016/17
7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the AssessmentDiagrampresentedhereinandisbasedonavailableparcelmapsand property data from the San LuisObispoCountyAssessor’s Office at the time the Engineer’s Report was prepared.A listing of the lotsandparcelstobeassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
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,andanyother property that can not be developed or has little or no value.These types of parcels areconsideredtoreceivelittleornobenefitfromtheimprovementsandarethereforeexemptedfromassessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalidparcelnumberforthefiscalyear,a corrected parcel number and/or new parcel numbers will beidentifiedandresubmittedtotheCountyAuditor/Controller.The assessment amount to be levied andcollectedfortheresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentandassessmentratedescribedinthisReportasapprovedbytheCityCouncil. Therefore,if a single parcelissubdividedtomultipleparcels,the assessment amount applied to each of the new parcels shall berecalculatedandapplied according to the approved method of apportionment and assessment rateratherthanaproportionateshareoftheoriginalassessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the Districtasdeterminedbytheassessmentratesandmethodof apportionment described herein.
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
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Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
049-043-003 0 -$-$
049-043-004 0 --
049-044-002 1 1,215.14 250.00
049-044-003 1 1,215.14 250.00
049-044-004 1 1,215.14 250.00
049-044-005 1 1,215.14 250.00
049-044-006 1 1,215.14 250.00
049-044-007 1 1,215.14 250.00
049-044-008 1 1,215.14 250.00
049-044-009 1 1,215.14 250.00
049-044-010 1 1,215.14 250.00
049-044-011 1 1,215.14 250.00
049-044-012 1 1,215.14 250.00
049-044-013 1 1,215.14 250.00
049-044-014 1 1,215.14 250.00
049-044-015 1 1,215.14 250.00
049-044-016 1 1,215.14 250.00049-044-017 1 1,215.14 250.00
049-044-018 1 1,215.14 250.00
049-044-019 1 1,215.14 250.00
049-044-020 1 1,215.14 250.00049-044-021 1 1,215.14 250.00
049-044-022 1 1,215.14 250.00
049-044-023 1 1,215.14 250.00
049-044-024 1 1,215.14 250.00049-044-025 1 1,215.14 250.00
049-044-026 1 1,215.14 250.00
049-044-033 1 1,215.14 250.00
049-046-001 0 --
049-046-002 0.625 759.46 156.24
049-046-003 0.625 759.46 156.24
049-046-004 0.625 759.46 156.24
049-046-005 0.625 759.46 156.24
049-046-006 0.625 759.46 156.24
049-046-007 0.625 759.46 156.24
049-046-008 0.625 759.46 156.24
049-046-009 0.625 759.46 156.24
049-046-010 0.625 759.46 156.24
049-046-011 0.625 759.46 156.24
049-046-012 0.625 759.46 156.24
049-046-013 0.625 759.46 156.24
049-046-014 0.625 759.46 156.24049-046-015 0.625 759.46 156.24
049-046-016 0.625 759.46 156.24
049-046-017 0.625 759.46 156.24
049-046-018 0.625 759.46 156.24049-046-019 0.625 759.46 156.24049-046-020 0.625 759.46 156.24
CITY OF ATASCADERO
Landscaping and Lighting District No. 03
(De Anza Estates)
Fiscal Year 2016/2017 Assessment Roll
Landscaping and Lighting District No. 03 (De Anza Estates) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
Page 162
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
049-046-021 0.625 759.46 156.24049-046-022 0.625 759.46 156.24049-046-023 0.625 759.46 156.24
049-046-024 0.625 759.46 156.24
049-046-025 0.625 759.46 156.24049-046-026 0.625 759.46 156.24049-046-027 0.625 759.46 156.24
049-046-028 0.625 759.46 156.24
049-046-029 0.625 759.46 156.24
049-046-030 0.625 759.46 156.24049-046-031 0.625 759.46 156.24049-046-032 0.625 759.46 156.24
049-046-033 0.625 759.46 156.24
049-046-034 0.625 759.46 156.24049-046-035 0.625 759.46 156.24049-046-036 0.625 759.46 156.24
049-046-037 0.625 759.46 156.24
049-046-038 0.625 759.46 156.24049-046-039 0.625 759.46 156.24049-046-040 0.625 759.46 156.24
049-046-041 0.625 759.46 156.24
049-046-042 0.625 759.46 156.24049-046-043 0.625 759.46 156.24049-046-044 0.625 759.46 156.24
049-046-045 0.625 759.46 156.24
049-046-046 0.625 759.46 156.24049-046-047 0.625 759.46 156.24049-046-048 0.625 759.46 156.24
049-046-049 0.625 759.46 156.24
049-046-050 0.625 759.46 156.24049-046-051 0.625 759.46 156.24049-046-052 0.625 759.46 156.24
049-046-053 0.625 759.46 156.24
049-046-054 0.625 759.46 156.24
049-046-055 0.625 759.46 156.24049-046-056 0.625 759.46 156.24049-046-057 0.625 759.46 156.24
049-046-058 0.625 759.46 156.24
049-046-059 0.625 759.46 156.24049-046-060 0.625 759.46 156.24049-046-061 0.625 759.46 156.24
Totals 63.5 77,161.39$15,874.40$
(1) Slight variance in charge or total budget are due to rounding for placement on the tax rolls.
Landscaping and Lighting District No. 03 (De Anza Estates) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-2
DATE: 06/14/16
ATTACHMENT: 6
Page 163
ITEM NUMBER: B-3
DATE: 06/14/16
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
2016/2017; and
2. Adopt Draft Resolution B ordering the levy and collection of assessments for
fiscal year 2016/2017 for Street and Storm Drain Maintenance District No. 02 –
Woodridge (Las Lomas); and
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 2016/2017;
and
4. Adopt Draft Resolution D ordering the levy and collection of assessments for
fiscal year 2016/2017 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.
Page 164
ITEM NUMBER: B-3
DATE: 06/14/16
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.
NBS, 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.
The proposed assessments for fiscal year 2016/2017 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the Maximum Assessment Rate may be increased 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 Landscape and Lighting District has a surplus
fund balance, so the City staff held a neighborhood meeting to receive input from
property owners as to the preference on how to treat the surplus. The property owners
in attendance agreed on an assessment of about 15% of the allowable maximum
annual assessments for the Landscaping and Lighting District, and about 8% of the
Street and Storm Drain District.
Atascadero Landscaping and Lighting Maintenance District
No. 02 Las Lomas 1,715.05$ 250.00$
District
Amount Per EBU
Maximum Assessment
Fiscal Year 2016-17
Amount Per EBU
Proposed Assessment
Fiscal Year 2016-17
Atascadero Street and Storm Drain Maintenance District
No. 02 Las Lomas 690.64$ 52.00$
FISCAL IMPACT:
Annual assessments for 2016/2017 will total $12,051 for road/drainage system
maintenance and $57,938 for landscape and lighting maintenance. These amounts will
be assessed to the owners of parcels in Woodridge (Las Lomas).
Page 165
ITEM NUMBER: B-3
DATE: 06/14/16
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
2016/2017;
2. Draft Resolution B - ordering the levy and collection of assessments for fiscal
year 2016/2017 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
2016/2017 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 2016/2017;
5. Draft Resolution D - ordering the levy and collection of assessments for fiscal
year 2016/2017 for Landscaping and Lighting District No. 02 – Woodridge (Las
Lomas); and
6. Engineer’s Annual Levy Report- for the levy and collection of fiscal year
2016/2017 assessments for Landscaping and Lighting District No. 02 –
Woodridge (Las Lomas)
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ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 1
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
FOR FISCAL YEAR 2016/2017
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, NBS, 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 2016/2017, said fiscal year starting July 1, 2016 and ending June 30, 2017; 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 2016/2017” (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.
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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
2016/2017.
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 168
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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, 2016 and ending June
30, 2017; 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, 2016 and ending June 30, 2017, 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.
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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, 2016 and ending June 30, 2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or their designee is hereby authorized and directed to file the
levy with the County Auditor, per Section 54718 of the Act, upon adoption of this Resolution.
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ATTACHMENT: 2
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C.,City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 171
Annual Engineer’s ReportStreet and Storm Drain MaintenanceDistrict No. 02 (Las Lomas)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 172
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No.02Las Lomas (Woodridge)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard, City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez,Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-3
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Street & Storm Drain District No. 02 Las Lomas (Woodridge)Engineer’s Report –City of AtascaderoTable of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.BENEFITING PROPERTIES WITHIN THE DISTRICT .................................3-1
B.FUNDING AUTHORIZED BY THE 1982 ACT ...............................................3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL ....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-2
D.ASSESSMENT RANGE FORMULA .............................................................5-5
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
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 incompliance 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 andlevyspecialbenefitassessmentsforthedistrictdesignatedas:
Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge)
(hereafter referred to as the “District”), which includes the lots and parcels of land within the residentialsubdivisionknownasLas Lomas (Woodridge),Tract 2525-1 within the City limits of the City.ThisEngineer’s Report (hereafter referred to as the “Report”) has been prepared in connection with the levyand collection of annual assessments related thereto for fiscal year 2016/17.
The City Council formed the District,and provided for the levy and collection of annual assessments ontheCountytaxrollstoprovide ongoing funding for the costs and expenses required to service andmaintain the street and storm drain improvements and facilities associated with and resulting from thedevelopment of properties within the District.The improvements to be provided by the District and theassessmentsdescribedhereinaremade pursuant to the 1982 Act and the substantive and proceduralprovisionsoftheCaliforniaConstitution.
This Report describes the District,the improvements,and the proposed assessments to be levied againstpropertiesin connection with the special benefits the properties will receive from the maintenance andservicing of the District improvements and facilities.The annual assessments described herein will providea funding source for the continued operation and maintenance of streets, storm drain system andappurtenantfacilitiesinstalledinconnectionwiththe development of properties within the District.
The improvements and assessments described in this Report are based on the development of propertieswithintheDistrictandrepresentanestimate of the direct expenditures,incidental expenses,and fundbalances that will be necessary to maintain and service the streets and storm drain system that providesspecial benefits to properties within the District.The structure of the District (organization), theimprovements,the method of apportionment, and assessments described herein are based on currentdevelopment plans and specifications for Tract 2525-1; and by reference these plans and specificationsaremadepartofthisReport.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned its ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office.The San Luis ObispoCounty Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identifyproperties to be assessed on the tax roll for the special benefit assessments.
As part of this District’s formation,the City conducted a Property Owner Protest Ballot proceeding for theproposedlevyofanewassessment 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 toconsiderpublictestimonies,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 wereopenedandtabulatedto determine whether majority protest existed (ballots were weighted based onassessmentamounts),and by resolution the City Council confirmed the results of the ballottabulation.The tabulation of the ballots indicated that majority protest did not exist for the proposedassessments 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, andapproved the levy and collection of assessments.The assessments for fiscal year 2005/2006 were
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for eachparcel.
Each subsequent fiscal year,a Report shall be prepared and presented to the City Council describing anychangestotheimprovements, proposed services, the annual budget or assessments for that fiscal yearand the City Council may hold a noticed public hearing regarding these matters prior to approving andordering the proposed levy of assessments. If the proposed assessments for the District exceed themaximumassessmentdescribedherein(as approved by the property owners), the new or increasedassessmentmustbeconfirmed through another property owner protest ballot proceeding before such anassessment may be imposed. It should be noted that an increased assessment to an individual propertyresulting from changes in development or land use does not constitute an increased assessment.
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.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 proposedresidential subdivision known as the Las Lomas (Woodridge), Tract 2525-1,which encompasses an areaofland totaling approximately one hundred twenty-two acres (121.65 acres).
This residential subdivision is planned to include one hundred forty-three (143) single-family residentialunits; thirty-five (35) condominium/senior housing units; and a single one hundred (100) unit multi-familyresidential project at build-out. Due to parcel splits the multi-family residential project is spread over threeparcels. The planned subdivision is situated in the southeast portion of the City of Atascadero and isgenerally 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
B.FUNDING AUTHORIZED BY THE 1982 ACT
As generally defined by the Benefit Assessment Act of 1982 and applicable to this District,the City mayimpose 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 Districtimprovements,the City may also authorize an assessment or utilize existing assessment revenues to financetheinstallation, construction or replacement of drainage and flood control facilities as well as the street androadimprovements(with some limitations).While such activities are permitted under the 1982 Act,the budgetandassessmentsforthisDistrictonly provide for normal maintenance and operation of the improvements.Since most major rehabilitation/construction projects result from unforeseen damages,the extent and cost ofsuchprojectsarenoteasilypredictedandtoaccumulate funds as part of the normal annual assessmentswouldnotbereasonable.If such funding becomes necessary,the City may present a new or increasedassessmenttothepropertyownerstosupporttheprojects.
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 thedrainageandfloodcontrolsystemsconstructed and installed in connection with development of propertieswithintheresidentialsubdivisionknownasLas Lomas (Woodridge),Tract 2525-1 pursuant to approveddevelopmentplansandagreements.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 improvementsmayincludebutarenot limited to the materials,equipment,labor,and incidental expenses deemed necessarytokeeptheseimprovementsinsatisfactorycondition.The maintenance of the improvements and relatedactivitiesshallbefundedentirely or partially through the District assessments.Not all improvements have beenfully accepted by the City. It is anticipated that will occur within the next fiscal year at which time the costs ofmaintenance for those improvements will be charged to the district.The District improvements and services aregenerallydescribedas:
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
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,signageorotherfacilities within the public street right-of-ways installed in connection with the developmentof 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 Tract2525-1 as well as any off-site improvements and facilities directly associated with theaforementionedinfrastructurethatis deemed necessary to service or protect the propertiesincludingwastewatertreatment;
The appurtenant,equipment,materials and service contracts related to the aforementionedimprovementsandfacilities;
Specifically excluded are those improvements or facilities:located on private property or commonareas;that may be provided or maintained by an agency other than the City;that may be providedbyanother assessment or tax levied by the City; or that may be provided and maintained by aHomeowner’s Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained bytheDistrictareonfileintheOfficeofPublic Works and by reference are made part of this Report.Thoseportionsofthe District improvements that may be identified as general benefit or will be funded in whole or inpartbyotherrevenuesourcesaspartoftheapproved development agreements,will not be included as partoftheDistrict assessments.The net annual cost to provide and maintain the improvements determined to beofspecialbenefitshallbeallocatedtoeachpropertyin proportion to the special benefits received.
Street Maintenance
The street maintenance program may include,but is not limited to:the repair of potholes,cracks or otherfailuresintheasphaltsurface;repair or replacement of curbs,gutters,driveway approaches and sidewalks asrequiredaspartof maintaining the streets;repair or installation of street signs,barricades,fencing or otherdelineation;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 maintenanceservices shall be determined by the City’s Public Works Department as necessary to extend the life of thestreetsortoimprovetrafficcirculationandsafetyas available funding permits.Specifically the streetimprovementsforthisDistrict are identified as:
Approximately 290,610 square feet of asphalt street surface located on the various interiorstreetsidentifiedasCalle Milano, Eliano Street, Via Cielo, Avion Road, Alcotan Lane, and AzorLane;
Approximately 13,750 linear feet of curb and gutter along Calle Milano, Eliano Street, Via Cielo,Avion Road, Alcotan Lane, and Azor Lane;
Approximately 1,480 linear feet of curb and gutter in and around the median islands on Calle Milanoand at Via Cielo;
Approximately 145 driveway approaches,45,264 square feet of sidewalks and various streetsignswithintheDistrict;
Specifically not included as part of the street maintenance program are the costs associated withmajorreplacements or reconstruction. Although the District assessments will provide funding forregular maintenance and servicing of the improvements that will extend the useful life of the streetimprovements,the assessments are not intended to fund major replacements or reconstruction of
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 3-3Prepared by NBS –Fiscal Year 2016/17
the street surfaces or adjacent improvements such as curbs,gutters or driveway approaches.Thecosts of extensive replacement or reconstruction activities such as grinding and resurfacing of theasphalt;and replacement of curbs, gutters driveway approaches and sidewalks is significantly morethan 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 financingoptions including new or increased assessments for property owner approval.
The Public Works Department shall authorize the operational activities and maintenance of the public streetandright-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 onceeveryfiveyears);
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 bytheDistrictincludingbutnotlimited 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 ortheintegrityofthe 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 thestreetright-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodicbasis,such as slurry sealing or overlaying the asphalt streets,and the funds necessary for these activities arecollectedininstallments as part of the annual assessments.The monies collected each year for these serviceswillbeaccumulatedinaspecialfundoftheDistrict(Reserve Fund or Capital Improvement Fund).Themoniesaccumulatedfortheseactivitiesshall be spent when sufficient funds have been accumulated toperformtheservices deemed necessary by the City (approximately every five years).This process ofaccumulatingfunds(installments)shall continue until such time the District is dissolved;or the City determinesthatsuchfundingproceduresrequire modification.Changes in the process of accumulating funds that wouldresultin an increase to the annual assessment rate must be presented to the property owners for approvalpriortoimposingsuchanincrease.
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;channel ways;storm drain inlets,catch basins,manholes,outlets;drywells,pumps,filters and pipes. The storm drain system to be maintained primarily involves on-site facilities (withintheDistrictboundaries)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
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 3-4Prepared by NBS –Fiscal Year 2016/17
maintenance program that will adequately regulate and control storm water runoff resulting from thedevelopmentofpropertieswithintheDistrict.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;andthepartialreplacementorrehabilitationofequipmentand facilities.The storm drain and flood control systemincludesbutisnotlimitedto:
Approximately 175,550 square feet of drainage basin area;
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 indiameter.
The Public Works Department shall authorize and schedule the operational activities and maintenance of thestormdrainandstormwaterpollution treatment infrastructure,facilities and services that may include,but arenot 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 Countyregulations;
Cleaning and landscape maintenance of the drainage basins,bio-filter areas or channel waysasneeded;
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 basissuchasminorrepairstothestormdraininlets, catch basins and outlets,and the funds necessary for theseactivitiesare collected in installments as part of the annual assessments.The monies collected each year fortheseserviceswillbeaccumulatedinaspecialfundof the District (Reserve Fund or Capital ImprovementFund).The monies accumulated for these activities shall be spent as needed to perform the services deemednecessarybytheCity.This process of accumulating funds (installments)shall continue until such time theDistrictisdissolved;or the City determines that such funding procedures require modification.Changes in theprocessofaccumulatingfundsthatwouldresultinanincreasetotheannualassessmentratemustbepresentedtothepropertyownersforapprovalpriorto imposing such an increase.
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET FY 2016/17
DIRECT COSTS
Street, Roads & Storm Drain Improvements
Drainage Maintenance Services $1,200
Inspection & Operational Services -Roads, Drainage 25,800
Total Annual Direct Costs $27,000
ADMINISTRATION EXEPNSES
City Annual Administration $1,240
Engineer's Report & Services 3,030
Public Noticing 800
Total Annual Administration Costs $5,070
TOTAL DIRECT & ADMINISTRATION COSTS $32,070
CAPITAL RESERVE COLLECTIONS/(USES)
Collection for Street Surface Activities $13,067
Collection for Street Re-striping 68
Collection for Repair Activities: Curbs, Gutters, Approaches & Sidewalks 233
Collection for Debris Removal 239
Collection for Maintenance and Inspections: Bridges 11,305
Collection for Storm Drain Infrastructure 59
Total Annual Capital Reserve Collections/(Uses)$24,971
LEVY ADJUSTMENTS
Interest Income -Improvement Fund ($2,530)
Interest Income -Operating Reserve Fund 0
Improvement Fund (Use)(26,887)
Operating Reserve Fund Collection (Use)(15,573)
Total Levy Adjustments ($44,990)
BALANCE TO LEVY $12,051
DISTRICT STATISTICS
Total Parcels 190
Parcels Levied 181
Total EBU 231.75
Levy per EBU(1)$52.00
Maximum Levy per EBU $690.64
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $15,573
Operational Reserve Interest 0
Use of Operational Reserve Interest 0
Operational Reserve Collection (Use)(15,573)
Ending Operating Reserve Balance $0
Beginning Improvement Fund Balance $233,791
Improvement Fund Interest 2,530
Use of Improvement Fund Interest (2,530)
Improvement Fund Collection (Use)(1,916)
Ending Improvement Fund Balance $231,875
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
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Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 5-1Prepared by NBS –Fiscal Year 2016/17
5.METHOD OF ASSESSMENT
A.GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing forthemaintenance,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 leviedaccordingto benefit rather than assessed value:
“The amount of the assessment imposed on any parcel of property shall be related tothe 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,determinethattheestimatedcost of work authorized …is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by anassessmentleviedandcollected in installments…. The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for whichthe assessment was levied.”
The method of apportionment described in this Report for allocation of special benefit assessments utilizescommonlyacceptedengineeringpracticesin compliance with the provisions of the 1982 Act and the CaliforniaConstitution.The formulas used for calculating assessments reflects the composition of parcels within theDistrictandtheimprovementsandservicesprovided,to fairly apportion the costs based on the specialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements and services,and the associated costs and assessments have beencarefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1982 ActandtheCalifornia Constitution.The street and storm drain improvements associated with this District werenecessaryandessentialrequirementsfortheorderlydevelopmentofthe properties within the District to theirfullpotential,consistent with the development plans and applicable portions of the City General Plan.As suchtheongoing operation,servicing and maintenance of those improvements would otherwise be the directfinancialobligationofeachindividualpropertyowner.Since each parcel to be assessed within the Districtcouldnothavebeendevelopedintheabsenceoftheseimprovementsandfacilities,each parcel has adirectinvestmentintheproper maintenance of the improvements that is over and above any general benefitsthat may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance,useandpreservationofthepropertieswithintheDistrictand such services to be funded by annual assessmentsconfer a particular and distinct special benefit to those parcels.The proper maintenance of streets andappurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe andefficientmovementofpeopleandgoodstoandfromthebenefiting properties Likewise,the maintenanceandservicingofthestormdrainsystem ensures proper water flow and control of excess water during periodsofrain,which is essential to preservation and protection of private property.Together the maintenance andservicingofthestreetsandstormdrainsystemcontributesto a specific enhancement of each of the parcelswithintheDistrictandtheabsenceof adequate maintenance and servicing of the District improvements couldeventually have a negative impact on properties within the District.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 183
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 5-2Prepared by NBS –Fiscal Year 2016/17
Although the improvements may include public streets and storm drain facilities that connect to similar facilitiesoutsidetheDistrictboundaries,it is clear that the construction and installation of these improvements wereonlynecessaryforthe development of properties within the District.As such,these improvements were notrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutsidethe District boundary and anypublicaccessoruseoftheimprovementsbyothersis incidental.Therefore,it has been determined that theongoingmaintenance, servicing and operation of the District improvements provide no measurable generalbenefittopropertiesoutsidetheDistrictortothepublicatlarge,but clearly provide distinct and special benefitstopropertieswithintheDistrict.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 ofthespecialbenefitassessmentsallocatedtopropertieswithinthisDistrict. However,the costs associatedwithinstallationorimprovementofanyoff-site facilities that benefit the parcels within this District as wellasotherproperties (shared benefit)may be allocated to the parcels within the District based on theirproportionalspecialbenefitfromsuchimprovements.
C.ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels baseduponthespecialbenefitreceivedbyeachparcel. Additionally,in compliance with the California ConstitutionArticleXIIIDSection4, each parcel’s assessment may not exceed the reasonable cost of the proportionalspecialbenefitconferredtothatparcel.The benefit formula used to determine the assessment obligation isthereforebaseduponboththeimprovementsthatbenefit the parcels within the District as well as theproposedlanduseofeachpropertyas compared to other parcels that benefit from those specificimprovements.
The method of apportionment established for this District and described herein, reflects the proportionalspecialbenefiteachpropertyreceivesfromthe improvements and services based on the actual or proposedlanduseofthatparcel as compared to other properties within the District based on similarities and differencesinparcellanduse.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property’s proportional special benefits to thespecialbenefitsoftheotherpropertieswithintheDistrict.The method of apportionment established for mostdistrictsformedunderthe1982Act utilizes a weighted method of apportionment known as an EquivalentBenefitUnit (EBU)methodology that uses the single-family home site as the basic unit of assessment.Asingle-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to aweightedEBUbasedonanassessment formula that equates the property’s specific development status,typeof 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 andappliedtodistrictsthathave a wide range of land use classifications (residential and non-residential use),thisDistrictiscomprisedofonly residential properties and the following apportionment analysis of special benefitaddressesonlyresidentiallanduses.Not all land use types described in the following are necessarilyapplicabletothedevelopmentofpropertieswithinthis District,but are presented for comparison purposes tosupporttheproportional 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 orwithoutastructure.This land use is assessed 1.0 EBU per lot or parcel.This is the base value that theother 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 morethan 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).
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 184
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 5-3Prepared by NBS –Fiscal Year 2016/17
Based on average population densities and size of the structure as compared to a typical single-familyresidential unit, multi-family residential parcels shall be proportionately assessed for the parcel’s totalnumber of residential units utilizing a sliding benefit scale. Although multi-family properties typically receivesimilar benefits to that of a single-family residential, it would not be reasonable to conclude that on a perunitbasis,the benefits are equal.Studies have consistently shown that the average multi-family unitimpactsinfrastructureapproximately 75% as much as a single-family residence (Sample Sources:Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition;Metcalf andEddy,Wastewater Engineering Treatment, Disposal, Reuse, Third Edition).These various studies indicatethat 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 alsoreasonabletoconcludethatasthedensity (number of units)increases,the proportional benefit per unittendstodeclinebecausethe unit size and people per unit usually decreases. Based on theseconsiderations and the improvements provided by this District, an appropriate allocation of special benefitfor multi-family residential properties as compared to a single-family residential property is bestrepresented by the following special benefit assignment:0.75 EBU per unit for the first 50 units;0.50EBUperunitforunits51through100;and 0.25 EBU per unit for the remaining units.
Condominium/Town-home Units —Condominiums and town-homes tend to share attributes of bothsingle-family residential and multi-family residential properties and for this reason are identified as aseparate land use classification. Like most single-family residential properties, these properties are notusually considered rental property and generally,the County assigns each unit a separate APN orassessment number. However, condominiums and town-homes often have similarities to multi-familyresidentialpropertiesin that they are generally zoned medium to high density and in some cases mayinvolve multiple units on a single APN.In consideration of these factors it has been determined that anappropriateallocationofspecial benefit for condominiums, town-homes and similar residential propertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardless of whether each unit is assignedan individual APN or there are multiple units assigned to an APN. (There is no adjustment for parcels withmorethanfiveunits).
Planned-Residential Development —This land use is defined as any property for which a tentative orfinaltract map has been filed and approved (a specific number of residential lots and units has beenidentified)and the property is expected to be subdivided within the fiscal year or is part of the overallimprovementanddevelopmentplan for the District. This land use classification often times involves morethanasingle parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel thatis part of the approved tract map shall be assessed proportionately for the proposed or estimatedresidentialtypeandunitstobedevelopedonthat parcel as part of the approved tract map.Accordingly,each parcel is assigned an appropriate number of benefit units that reflects the development of thatproperty 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 ofprofessional appraisers who appraise market property values for real estate in California,the landvalue portion of a property typically ranges from 20 to 30 percent of the total value of a developedresidentialproperty(the average is about 25 percent). Although the assessed value of an individualpropertyisnota direct reflection of the property’s special benefit,this general correlation between landvalue and structure value does provide a reasonable basis for apportioning special benefit for vacantresidential 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)anEquivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%)is derived and presents anappropriate apportionment of special benefit for vacant residential properties.Recognizing that the fullandtimelyutilizationofvacantpropertyisreducedas the size of the property increases,it has beendeterminedthat 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 aminimumof1.0 EBU (similar to a vacant lot within a residential tract).
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 185
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 5-4Prepared by NBS –Fiscal Year 2016/17
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 APNbytheCounty);
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 ormay provide other benefits to private properties within the District.;
Private properties that cannot be developed independently from an adjacent property, such ascommon areas, sliver parcels or bifurcated lots or properties with very restrictive developmentuse.
These types of parcels are considered to receive little or no benefit from the improvements and aretherefore exempted from assessment, but shall be reviewed annually by the assessment engineer toconfirm the parcels current development status.Government owned properties or public properties are notnecessarilyexemptproperties and shall be subject to special benefit assessment unless it qualifies for anexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there are usuallyoneormorepropertiesforwhichthestandardland use classifications do not accurately identify thespecialbenefitsreceivedfrom 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 bedeveloped. In this case, an appropriate calculation would be based on the net acreage that can be utilizedratherthan the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculationspreviouslyoutlined.
Property Type Equivalent BenefitUnits Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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 thatreceivespecialbenefitfromtheimprovements.An assessment amount per EBU (Assessment Rate)for theimprovementsis established by taking the total cost of the improvements and dividing that amount by the totalnumberofEBU’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 theimprovements.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 186
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 5-5Prepared by NBS –Fiscal Year 2016/17
Total Balance to Levy /Total EBU =Levy per EBULevyper 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 thepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes in the BrownActdefined a "new or increased assessment"to exclude certain conditions.These conditions included "anyassessmentthatdoesnotexceedanassessmentformulaorrangeof assessments previously adopted bytheagencyorapprovedbythevotersintheareawheretheassessmentisimposed."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 andinflationaryadjustmenttoannualassessmentswithout requiring costly noticing and mailing procedures,whichcouldaddtotheDistrict 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 year2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and asummaryofthe 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 EBU)for the upcoming fiscal year is less than or equaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is not consideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate established forfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or the annual percentagechangeinthe Consumer Price Index (CPI)of “All Urban Consumers”for the San Francisco-Oakland-San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter,the Maximum Assessment Rate will berecalculatedand a new Maximum Assessment Rate established for the fiscal year utilizing the AssessmentRangeFormuladescribed above.The Maximum Assessment Rate shall be calculated independent of theDistrict’s annual budget and proposed assessment.The annual percentage change in CPI shall be based onavailabledataprovidedbytheU.S.Department of Labor; Bureau of Labor Statistics at the time the annualReportisprepared. Should the Bureau of Labor Statistics revise such index or discontinue thepreparationof such index,the City shall use the revised index or comparable system as approved by theCityCouncilfordeterminingfluctuationsinthecostofliving.
Any proposed annual assessment (rate per EBU)less than or equal to the calculated (adjusted)MaximumAssessmentRateisnotconsideredanincreased assessment,even if the proposed assessment issignificantlygreaterthanthe assessment applied in the prior fiscal year.Likewise,modifications to the methodof apportionment that increase the proportional special benefit assigned to a particular land use classificationwouldbeconsideredanincreasedassessment.Conversely, reductions in the proportional special benefitassignedtoalanduseclassificationsis permitted.Changes in land use or size of an individual propertyresultinginan assessment increase,is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of the CaliforniaConstitutionArticleXIIIDSection4c,that requires a public hearing and certain protest procedures includingmailednoticeof the public hearing and property owner protest balloting.Property owners through theballotingprocessmustapproveaproposedneworincreasedassessment before such an assessmentmaybeimposed.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 187
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
The parcels within the Street and Storm Drain Maintenance District No.02 Las Lomas (Woodridge)consist ofthelots,parcels and subdivisions of land located in the residential development known as Las Lomas(Woodridge),Tract 2525-1.The District covers approximately one hundred twenty-two acres (121.65 acres)inthesoutheastportionoftheCityofAtascadero.
The following map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps and theSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposed District,as the same existed at the time the District was formed.The combination of the District Diagram on file withthe City Clerk and the Assessment Roll contained in this Report constitute the District Assessment Diagram.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 188
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ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 189
Street & Storm Drain District No.02 Las Lomas (Woodridge)Engineer’s Report –City of Atascadero 7-1Prepared by NBS –Fiscal Year 2016/17
7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presentedhereinandisbasedonavailableparcelmapsand property data from the San Luis Obispo County Assessor’sOfficeatthetimethe Engineer’s Report was prepared.A listing of the proposed lots and parcels to beassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
Non-assessable lots or parcels may include,but are not limited to public streets and other roadways (typicallynotassignedanAPNbytheCounty);dedicated public easements,open space areas,right-of-ways,commonareas;landlocked parcels, small parcels vacated by the County,bifurcated lots,and any other property thatcannotbedevelopedorhaslittleornovalue.These types of parcels are considered to receive little or nobenefitfromtheimprovementsandaretherefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcelnumberforthefiscalyear, a corrected parcel number and/or new parcel numbers will be identified andresubmittedtotheCounty Auditor/Controller.The assessment amount to be levied and collected for theresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentand assessment rate describedinthisReportasapprovedbytheCityCouncil. 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 theapprovedmethodofapportionmentandassessmentraterather than a proportionate share of the originalassessment.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 190
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-311-006 0 -$-$
045-311-007 0 --
045-311-008 0 --
045-311-009 0 --
045-311-010 0 --
045-311-013 0 --
045-311-014 17.77 12,272.67 924.04
045-311-015 24.83 17,148.59 1,291.16
045-311-016 19.90 13,743.74 1,034.80
045-312-001 1 690.64 52.00
045-312-002 1 690.64 52.00
045-312-003 1 690.64 52.00
045-312-004 1 690.64 52.00
045-312-005 1 690.64 52.00
045-312-006 1 690.64 52.00
045-312-007 1 690.64 52.00
045-312-008 1 690.64 52.00045-312-009 1 690.64 52.00
045-312-010 1 690.64 52.00
045-312-011 1 690.64 52.00
045-312-012 1 690.64 52.00045-312-013 1 690.64 52.00
045-312-014 1 690.64 52.00
045-312-015 1 690.64 52.00
045-312-016 1 690.64 52.00045-312-017 1 690.64 52.00
045-312-018 1 690.64 52.00
045-312-019 1 690.64 52.00
045-312-020 1 690.64 52.00
045-312-021 1 690.64 52.00
045-312-022 1 690.64 52.00
045-312-023 1 690.64 52.00
045-312-024 1 690.64 52.00
045-312-025 1 690.64 52.00
045-312-026 1 690.64 52.00
045-312-027 1 690.64 52.00
045-312-028 1 690.64 52.00
045-312-029 1 690.64 52.00
045-312-030 1 690.64 52.00
045-312-031 1 690.64 52.00
045-312-032 1 690.64 52.00
045-312-033 1 690.64 52.00045-312-034 1 690.64 52.00
045-312-035 1 690.64 52.00
045-312-036 1 690.64 52.00
045-312-037 1 690.64 52.00045-312-038 1 690.64 52.00045-312-039 1 690.64 52.00
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 02
Las Lomas (Woodridge)
Fiscal Year 2016/2017 Assessment Roll
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 191
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-312-040 1 690.64 52.00045-312-041 1 690.64 52.00045-312-042 1 690.64 52.00
045-312-043 1 690.64 52.00
045-312-044 1 690.64 52.00045-312-045 1 690.64 52.00045-312-046 1 690.64 52.00
045-312-047 1 690.64 52.00
045-312-048 1 690.64 52.00
045-312-049 1 690.64 52.00045-312-050 1 690.64 52.00045-312-051 1 690.64 52.00
045-312-052 1 690.64 52.00
045-312-053 1 690.64 52.00045-312-054 1 690.64 52.00045-312-055 1 690.64 52.00
045-312-056 1 690.64 52.00
045-313-001 1 690.64 52.00045-313-002 1 690.64 52.00045-313-003 1 690.64 52.00
045-313-004 1 690.64 52.00
045-313-005 1 690.64 52.00045-313-006 1 690.64 52.00045-313-007 1 690.64 52.00
045-313-008 1 690.64 52.00
045-313-009 1 690.64 52.00045-313-010 1 690.64 52.00045-313-011 1 690.64 52.00
045-313-012 1 690.64 52.00
045-313-013 1 690.64 52.00045-313-014 1 690.64 52.00045-313-015 1 690.64 52.00
045-313-018 1 690.64 52.00
045-313-019 1 690.64 52.00
045-313-020 1 690.64 52.00045-313-021 1 690.64 52.00045-313-026 1 690.64 52.00
045-313-027 1 690.64 52.00
045-314-001 1 690.64 52.00045-314-002 1 690.64 52.00045-314-003 1 690.64 52.00
045-314-004 1 690.64 52.00
045-314-005 1 690.64 52.00045-314-006 1 690.64 52.00045-314-007 1 690.64 52.00
045-314-008 1 690.64 52.00
045-314-009 1 690.64 52.00045-314-010 1 690.64 52.00045-314-011 1 690.64 52.00
045-314-012 1 690.64 52.00
045-314-013 1 690.64 52.00045-314-014 1 690.64 52.00045-314-015 1 690.64 52.00
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 192
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-314-016 1 690.64 52.00045-314-017 1 690.64 52.00045-314-018 1 690.64 52.00
045-314-019 1 690.64 52.00
045-314-020 1 690.64 52.00045-314-021 1 690.64 52.00045-314-022 1 690.64 52.00
045-314-023 1 690.64 52.00
045-314-024 1 690.64 52.00
045-314-025 1 690.64 52.00045-314-026 1 690.64 52.00045-314-027 1 690.64 52.00
045-314-028 1 690.64 52.00
045-314-029 1 690.64 52.00045-314-030 1 690.64 52.00045-314-031 1 690.64 52.00
045-314-032 1 690.64 52.00
045-314-033 1 690.64 52.00045-315-001 1 690.64 52.00045-315-002 1 690.64 52.00
045-315-003 1 690.64 52.00
045-315-004 1 690.64 52.00045-315-005 1 690.64 52.00045-315-006 1 690.64 52.00
045-315-007 1 690.64 52.00
045-315-008 1 690.64 52.00045-315-009 1 690.64 52.00045-315-010 1 690.64 52.00
045-315-011 1 690.64 52.00
045-315-012 1 690.64 52.00045-315-013 1 690.64 52.00045-315-014 1 690.64 52.00
045-315-015 1 690.64 52.00
045-315-016 1 690.64 52.00
045-315-017 1 690.64 52.00045-315-018 1 690.64 52.00045-315-019 1 690.64 52.00
045-315-020 1 690.64 52.00
045-315-021 1 690.64 52.00045-315-022 1 690.64 52.00045-315-023 1 690.64 52.00
045-315-024 1 690.64 52.00
045-315-025 1 690.64 52.00045-315-026 1 690.64 52.00045-315-027 1 690.64 52.00
045-315-028 1 690.64 52.00
045-315-029 1 690.64 52.00045-315-030 1 690.64 52.00045-315-031 1 690.64 52.00
045-315-032 1 690.64 52.00
045-315-033 1 690.64 52.00045-316-001 0 --045-316-002 0 --
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 193
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-316-003 0 --045-316-004 0.75 517.98 39.00045-316-005 0.75 517.98 39.00
045-316-006 0.75 517.98 39.00
045-316-007 0.75 517.98 39.00045-316-008 0.75 517.98 39.00045-316-009 0.75 517.98 39.00
045-316-010 0.75 517.98 39.00
045-316-011 0.75 517.98 39.00
045-316-012 0.75 517.98 39.00045-316-013 0.75 517.98 39.00045-316-014 0.75 517.98 39.00
045-316-015 0.75 517.98 39.00
045-316-016 0.75 517.98 39.00045-316-017 0.75 517.98 39.00045-316-018 0.75 517.98 39.00
045-316-019 0.75 517.98 39.00
045-316-020 0.75 517.98 39.00045-316-021 0.75 517.98 39.00045-316-022 0.75 517.98 39.00
045-316-023 0.75 517.98 39.00
045-316-024 0.75 517.98 39.00045-316-025 0.75 517.98 39.00045-316-026 0.75 517.98 39.00
045-316-027 0.75 517.98 39.00
045-316-028 0.75 517.98 39.00045-316-029 0.75 517.98 39.00045-316-030 0.75 517.98 39.00
045-316-031 0.75 517.98 39.00
045-316-032 0.75 517.98 39.00045-316-033 0.75 517.98 39.00045-316-034 0.75 517.98 39.00
045-316-035 0.75 517.98 39.00
045-316-036 0.75 517.98 39.00
045-316-037 0.75 517.98 39.00045-316-038 0.75 517.98 39.00Totals231.75 160,055.82$12,051.00$
(1) Slight variance in charge or total budget are due to rounding for placement on the tax rolls.
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 3
Page 194
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 4
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
2016/2017
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, NBS, 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 22500, 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, 2016 and ending June
30, 2017; 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
2016/2017” (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.
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DATE: 06/14/16
ATTACHMENT: 4
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
2016/2017.
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 196
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2016/2017 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 2016/2017, said fiscal year
commencing July 1, 2016 and ending June 30, 2017; 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, 2016 and ending June 30, 2017, 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:
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DATE: 06/14/16
ATTACHMENT: 5
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, 2016 and ending June 30, 2017.
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, 2016 and ending June 30, 2017.
SECTION 7. The City Clerk or their designee is hereby authorized and directed to file the
levy with the County Auditor, per Sections 22645-22647 of the Act, upon adoption of this
Resolution.
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ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 5
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: ________________________
Tom O’Malley, Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 199
Annual Engineer’s ReportLandscaping and Lighting District No. 02(Las Lomas)
City of Atascadero
Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 200
CITY OF ATASCADERO
Landscaping &Lighting District No.02Las Lomas (Woodridge)
6500 Palma Avenue
Atascadero,CA 93422Phone–(805) 461-5000Fax–(805) 461-7612
CITY COUNCIL
Tom O’Malley,Mayor
Heather Moreno, Mayor Pro Tem
Roberta Fonzi, Council Member
Bob Kelley, Council Member
Brian Sturtevant, Council Member
AGENCY STAFF
Rachelle Rickard,City Manager
Jeri Rangel, Administrative Services Director
Cindy Chavez,Deputy Director of Administrative Services
NBS
Danielle Wood, Client Services Director
Adina McCargo,Senior Consultant
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 201
Landscaping &Lighting District No.02 Las Lomas(Woodridge)Engineer’s Report –City of AtascaderoTable of ContentsPrepared by NBS –Fiscal Year 2016/17
TABLE OF CONTENTS
1.ENGINEER’S LETTER 1-1
2.EXECUTIVE SUMMARY 2-1
3.PLANS AND SPECIFICATIONS 3-1
A.DESCRIPTION OF THE DISTRICT..............................................................3-1
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT ......3-1C.DESCRIPTION OF IMPROVEMENTS AND SERVICES..............................3-2
4.ESTIMATE OF COSTS 4-1
5.METHOD OF ASSESSMENT 5-1
A.GENERAL....................................................................................................5-1B.BENEFIT ANALYSIS....................................................................................5-1C.ASSESSMENT METHODOLOGY................................................................5-3
D.ASSESSMENT RANGE FORMULA.............................................................5-6
6.ASSESSMENT DIAGRAM 6-1
7.ASSESSMENT ROLL 7-1
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 202
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 203
Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 2-1Prepared by NBS –Fiscal Year 2016/17
2.EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 oftheCalifornia Streets and Highways Code, commencing with Section 22500 (hereafter referred to asthe “1972 Act”), and in compliance with the substantive and procedural requirements of the CaliforniaState Constitution Article XIIID (hereafter referred to as “Article XIIID”), the City Council of the City ofAtascadero, County of San Luis Obispo, State of California (hereafter referred to as “City”), executedthe proceedings required for the establishment of the special benefit assessment district designatedas:
Landscaping and Lighting District No. 02 Las Lomas (Woodridge)
(hereafter referred to as the “District”), which includes the lots and parcels of land within the residentialsubdivision known as Las Lomas (Woodridge), Tract 2525-1 within the City limits of the City. ThisEngineer’s Report (hereafter referred to as the “Report”) has been prepared in connection with thelevy and collection of annual assessments related thereto for fiscal year 2016/17, as required pursuantto Chapter 1, Article 4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessmentson the County tax rolls to provide ongoing funding for the costs and expenses required to service andmaintain the landscaping and lighting improvements associated with and resulting from thedevelopment of properties within the District. The improvements to be provided by the District and theassessments described herein are made pursuant to the 1972 Act and the substantive and proceduralprovisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be leviedagainst properties in connection with the special benefits the properties will receive from themaintenance and servicing of the District improvements. The annual assessments will provide afunding source for the continued operation and maintenance of public landscaping and lightingimprovements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned developmentof properties within the District and represent an estimate of the direct expenditures, incidentalexpenses, and fund balances that will be necessary to maintain and service the improvements. Theboundaries of the District, the proposed improvements, the method of apportionment, andassessments described herein are based on current development plans and specifications for Tract2525-1; 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 ownAssessor’s Parcel Number (APN) by the San Luis Obispo County Assessor’s Office. The San LuisObispo County Auditor/Controller uses Assessor’s Parcel Numbers and specific Fund Numbers toidentify 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 Ballotproceeding for the proposed levy of a new assessment pursuant to the provisions of the CaliforniaConstitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Councilconducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments andwritten protests regarding the formation of the District and levy of assessments. Upon conclusion ofthe public hearing, property owner protest ballots received were opened and tabulated to determinewhether majority protest existed (ballots were weighted based on assessment amounts), and byresolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballotsindicated that majority protest did not exist for the proposed assessments and the assessment rangeformula presented and described herein, the City Council approved the Report (as submitted oramended), ordered the formation of the District, and approved the levy and collection of assessments.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 2-2Prepared by NBS –Fiscal Year 2016/17
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo CountyAuditor/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 CityCouncil describing the District any changes to the District or improvements and the proposed budgetand assessments for that fiscal year and the City Council shall hold a noticed public hearing regardingthese matters prior to approving and ordering the proposed levy of assessments. If the proposedassessments for the District exceed the maximum assessment described herein (as approved by theproperty owners), the new or increased assessment must be confirmed through another propertyowner protest ballot proceeding before such an assessment may be imposed. It should be noted thatan increased assessment to an individual property resulting from changes in development or land usedoes not constitute an increased assessment.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 3-1Prepared by NBS –Fiscal Year 2016/17
3.PLANS AND SPECIFICATIONS
A.DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots,parcels and subdivisions of land within theproposedresidentialsubdivisionknownas the Las Lomas (Woodridge),Tract 2525-1,whichencompassesanareaofland totaling approximately one hundred twenty-two acres (121.65 acres).
This residential subdivision is planned to include one hundred forty-four (144) single-familyresidential units; thirty-five (35) condominium/senior housing units; and a single one hundred (100)unit multi-family residential project at build-out. Due to parcel splits the multi-family residentialproject is spread over three parcels. The planned subdivision is situated in the southeast portion ofthe 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
B.IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT
As generally defined by the 1972 Act and applicable to this District,the improvements and associatedassessmentsmayincludeoneormoreofthefollowing:
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.
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;
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 3-2Prepared by NBS –Fiscal Year 2016/17
f)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;
f)Costs associated with any elections held for the approval of a new or increased
assessment.
C.DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to ensure the ongoing maintenance,operation and servicing of locallandscapingandstreetlightingimprovementsestablishedorinstalledinconnectionwithdevelopmentofpropertieswithintheDistrict.The improvements may consist of all or a portion ofthepubliclandscapedareas,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 andoperationofpublicstreetlightingaswellaslandscaped parkways,medians,slopes,trails,park areas,drainage basins,open space areas and other designated easements or right-of-ways constructed andinstalledaspartofthedevelopmentplansandagreementsapprovedforthedevelopmentofeachlotandparcelwithintheDistrict.The improvements to be maintained and funded entirely or partiallythroughtheDistrictassessmentsaregenerallydescribedas:
Streetscape landscaping including street trees located on the perimeter of the development andinteriorstreetsofTract2525-1 that are within the public right-of-ways or easements anddedicatedtotheCityfor 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 andconstructedaspartofdevelopingpropertieswithinTract2525-1;
Public lighting facilities including street lighting,safety lighting and ornamental lighting installedaspartoftheresidentialdevelopmentorlandscapedimprovementareas;
Appurtenant facilities,equipment,materials and utilities related to the aforementionedimprovements;
Specifically not included as District improvements are those improvements located on privateproperty,improvements and facilities that may be provided or maintained by an agency otherthantheCity; improvements and facilities that may be provide by another assessment or taxleviedbytheCityoranyimprovementprovidedandmaintainedbya Homeowner’s Associationor similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to bemaintainedbytheDistrictareonfileintheOfficeofPublicWorksandbyreferencearemadepartofthisReport.Those portions of the District improvements that may be identified as general
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 3-3Prepared by NBS –Fiscal Year 2016/17
benefit or will be funded in whole or in part by other revenue sources as part of the approveddevelopment agreements,will not be included as part of the District assessments. The net annual costtoprovideandmaintaintheimprovementsdeterminedtobeofspecialbenefitshallbeallocatedtoeachpropertyinproportiontothespecialbenefitsreceived.
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 otherfencing,hardscape improvements,monuments,and associated appurtenant facilities located within thelandscape easements or public right-of-ways.Specifically the landscape improvement areas for thisDistrictareidentifiedas:
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 includingbut not limited to approximately 27,200 square feet of parkway landscaping and 7,220 squarefeet 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 andstreets 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 106,460 square feet of non-irrigated open space area within the District;
Approximately 1,981,980 square feet of non-irrigated open space area within the boundaries ofthe District 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 Tract2525-1 including but not limited to Calle Milano, Via Cielo, Eliano Street, Avion Road, Azor Laneand 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 andservicingoflightingfixtures,poles,meters,conduits,electrical cable and associated appurtenantfacilitiesassociatedwith:
There are five (5) public streetlights currently planned for Tract 2525-1.These streetlights arelocated on Calle Milano between Halcon Road and Eliano Street (The entryway to theresidentialproperties within the District);
Lighting facilities may also include but are not limited to safety lights, security lights orornamental lights located within the various landscape improvement areas installed as part ofthe District’s landscape improvements.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 4-1Prepared by NBS –Fiscal Year 2016/17
4.ESTIMATE OF COSTS
BUDGET Total Budget
Costs Not
Assessed
Fiscal Year
2016/17
DIRECT COSTS
Annual Maintenance
Landscape Services $41,980 $1,611 $40,369
Landscape Supplies 6,800 -6,800
Landscape Utilities 5,160 400 4,760
City Landscape Services 13,690 -13,690
Maintenance 4,870 -4,870
Special Projects 500 -500
Total Annual Direct Costs $73,000 $2,011 $70,989
CAPITAL EXPENDITURES
Special Projects –Landscape and Planting $5,000 $-$5,000
Total Annual Capital Expenditures $5,000 $-$5,000
ADMINISTRATION EXEPNSES
Annual Administration Expenses
City Annual Administration $1,280 $-$1,280
Engineer's Report & Services 3,850 -3,850
Public Noticing 700 -700
Total Annual Administration Costs $5,830 $-$5,830
TOTAL DIRECT & ADMINISTRATION COSTS $83,830 $2,011 $81,819
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $3,128 $-$3,128
Median Rehabilitation/Replacement 138 -138
Open Space Rehabilitation/Replacement 1,000 250 750
Tree Rehabilitation/Replacement 5,806 -5,806
Slope Rehabilitation/Replacement 3,754 -3,754
Other Rehabilitation/Replacement 741 -741
Use of Reserves (5,000)-(5,000)
Total Annual Capital Reserve Collections/(Uses)$9,567 $250 $9,317
LEVY ADJUSTMENTS
Interest Income -Improvement Fund ($769)$0 ($769)
Interest Income -Operating Reserve Fund (396)(5)(391)
Operating Reserve Fund Collection (Use)(34,295)(2,256)(32,039)
Total Levy Adjustments ($35,460)($2,261)($33,199)
BALANCE TO LEVY $57,938 $0 $57,938
DISTRICT STATISTICS
Total Parcels 190
Parcels Levied 181
Total EBU 231.75
Levy per EBU(1)$250.00
Maximum Levy per EBU $1,715.05
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $2,715 $72,002
Operational Reserve Interest 5 391
Use of Operational Reserve Interest (5)(391)
Operational Reserve Collection (Use)(2,256)(32,039)
Estimated Ending Operating Reserve Balance $459 $39,963
Beginning Improvement Fund Balance $67,949
Improvement Fund Interest 769
Use of Improvement Fund Interest (769)
Improvement Fund Collection (Use)9,567
Estimated Ending Improvement Fund Balance $77,516
(1) Levy per EBU rate does not include the County of San Luis Obispo fee of $2.00 per parcel.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-1Prepared by NBS –Fiscal Year 2016/17
5.METHOD OF ASSESSMENT
A.GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose ofprovidingcertainpublicimprovements,which include the construction,maintenance,and servicing ofpubliclights,landscaping and appurtenant facilities.The 1972 Act further requires that the cost oftheseimprovementsbeleviedaccordingtobenefitratherthanassessedvalue:
“The net amount to be assessed upon lands within an assessment district may beapportionedbyanyformulaormethodwhich fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by eachsuchlotor parcel from the improvements.”
The method of apportionment described in this Report for allocation of special benefit assessmentsutilizescommonlyacceptedengineeringpracticesandhavebeenestablishedpursuanttothe1972ActandtheprovisionsofArticleXIIID. The formulas used for calculating assessments reflects thecompositionofparcelswithintheDistrictandtheimprovementsandservicesprovided,to fairlyapportionthecostsbasedonthespecialbenefitstoeachparcel.
B.BENEFIT ANALYSIS
Each of the proposed improvements,the associated costs and assessments have been carefullyreviewed,identified and allocated based on special benefit pursuant to the provisions of the 1972 ActandArticleXIIID. The improvements provided by this District and for which properties will be assessedhavebeenidentifiedas necessary,required and/or desired for the orderly development of thepropertieswithintheDistricttotheirfullpotential,consistent with the development plans and applicableportionsoftheCityGeneralPlan.As such,these improvements would be necessary and required ofindividualpropertyownersforthedevelopmentofsuchpropertiesandtheongoingoperation,servicingandmaintenanceoftheseimprovementswouldbethefinancialobligationofthoseproperties.Therefore,the improvements and the annual costs of ensuring the maintenance and operation of theimprovementsareadistinctandspecialbenefittothepropertieswithintheDistrict.Any improvementorportionthereofthatisconsideredtobeofgeneral benefit shall be funded by other revenue sourcesandnotincludedaspartofthespecialbenefitassessmentsallocatedtopropertieswithintheDistrict.
Special Benefit
The method of apportionment (method of assessment)established herein is based on the premise thateachassessedparcelwithintheDistrictreceivesspecial benefits from the improvements and the
desirability and security of those properties is enhanced by the 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 andproperties.
Enhanced adaptation of the urban environment within the natural environment from adequategreenspaceandlandscaping.
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DATE: 06/14/16
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-2Prepared by NBS –Fiscal Year 2016/17
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 propertiesintheDistrict through well-maintained surroundings and amenities including abatement ofgraffiti.
Enhanced environmental quality of the parcels by moderating temperatures,providingoxygenationandattenuatingnoise.
The special benefits of street lighting and other public lighting facilities are the convenience,safety,andsecurityofproperty,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 assessedparcelswithintheDistrictandtherebyprovideaspecial enhancement of the properties.Furthermore,ithasbeendeterminedthatthelackoffundingtoproperlyserviceandmaintaintheDistrict
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 propertieswithintheDistrictandthoseoutsidetheDistrictaswellasthereasonsforinstallingandconstructingsuchimprovements,it is evident that the improvements are solely the result of developingpropertieswithintheDistrictandtheongoingmaintenanceandoperationoftheseimprovementswilldirectlyeffectthepropertieswithintheDistrict.Although the improvements include public areas,easements,right-of-ways and other amenities available or visible to the public at large,the constructionand installation of these improvements (except portions of the open space areas)were only necessaryforthedevelopmentofpropertieswithintheDistrictandwerenotrequirednornecessarilydesiredbyanypropertiesordevelopmentsoutsidetheDistrictboundaryandanypublicaccessoruseoftheimprovementsbyothersis incidental.Therefore,it has been determined that the improvements andthe ongoing maintenance,servicing and operation of those improvements provide no measurablegeneralbenefittopropertiesoutsidetheDistrictortothepublicatlarge,but clearly provide distinct andspecialbenefitstopropertieswithintheDistrict.With respect to the open space areas, these areas arean integral part of property development within the District and clearly provide a direct and special benefitthose properties. However, it is also recognized that the majority of this open space area is located onthe 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 areashall be allocated as general benefit and not assessed as part of the District’s special benefitassessments.
ITEM NUMBER: B-3
DATE: 06/14/16
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-3Prepared by NBS –Fiscal Year 2016/17
C.ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from therespectiveimprovementsbasedontheactualorproposedland 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 withintheDistrictbasedonthe parcel’s actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based uponthespecialbenefitreceivedbyeachparcel.Additionally,in compliance with the Article XIIID Section 4,each parcel’s assessment may not exceed the reasonable cost of the proportional special benefitconferredtothat parcel.The benefit formula used to determine the assessment obligation is thereforebaseduponboththeimprovementsthatbenefittheparcelswithintheDistrictaswellastheproposedlanduseofeachpropertyascomparedtoother parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionateshareoftheimprovementcostsitisnecessarytoconsiderthe entire scope of the plannedimprovementsaswellasindividualpropertydevelopmentwithintheDistrict.Upon review of theproposedimprovementsithas been determined that each of the residential parcels within the Districtreceivesspecialbenefitsfromtheimprovementstobefundedbyannualassessmentsand based ontheplannedpropertydevelopmentasinglezoneofbenefitisappropriate for the allocation of theassessmentsandproportionalbenefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property’s proportional special benefits tothespecialbenefitsoftheotherpropertieswithintheDistrict. The method of apportionment establishedformostdistrictsformedunderthe1972ActutilizesaweightedmethodofapportionmentknownasanEquivalentBenefitUnitmethodologythatusesthesingle-family home site as the basic unit ofassessment.A single-family home site equals one Equivalent Benefit Unit (EBU)and the other landusesareconvertedtoaweightedEBUbasedonan assessment formula that equates the property’sspecificdevelopmentstatus,type of development (land use),and size of the property,as compared toasingle-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly usedandappliedtodistrictsthathaveawiderangeoflanduseclassifications(residential and non-residential use),this District is comprised of only residential properties and the followingapportionmentanalysisofspecial benefit addresses only residential land uses.Not all land usetypesdescribedinthefollowingarenecessarilyapplicabletothedevelopmentofpropertieswithinthisDistrict,but are presented for comparison purposes to support the proportional special benefit appliedtothoselandusetypeswithintheDistrict.
Single-family Residential —This land use is defined as a fully subdivided residential home sitewithorwithoutastructure.This land use is assessed 1.00 EBU per lot or parcel.This is thebasevaluethattheotherpropertiesare compared and weighted against regarding special benefit.
Multi-family Residential —This land use is defined as a fully subdivided residential parcel that hasmorethanoneresidentialunitdevelopedon the property.(This land use typically includesapartments,duplexes,triplex etc.,but does not generally include condominiums,town-homes ormobilehomeparks).Based on average population densities and size of the structure as comparedto a typical single-family residential unit,multi-family residential parcels shall be proportionatelyassessedfortheparcel’s total number of residential units utilizing a sliding benefit scale.Althoughmulti-family properties typically receive similar benefits to that of a single-family residential,it wouldnotbereasonableto conclude that on a per unit basis,the benefits are equal.Studies haveconsistently shown that the average multi-family unit impacts infrastructure approximately 75%asmuchasasingle-family residence (Sample Sources: Institute of Transportation EngineersInformationalReportTripGeneration, Fifth Edition;Metcalf and Eddy,Wastewater Engineering
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-4Prepared by NBS –Fiscal Year 2016/17
Treatment,Disposal,Reuse,Third Edition).These various studies indicate that most publicimprovementsandinfrastructureareutilizedandimpactedatreducedlevelsbymulti-familyresidentialunitsandasimilarreductioninproportionalbenefitisappropriate.Furthermore,it is alsoreasonabletoconcludethatasthedensity(number of units)increases the proportional benefit perunittendstodeclinebecausethe unit size and people per unit usually decreases.Based on theseconsiderations and the improvements provided by this District,an appropriate allocation of specialbenefitformulti-family residential properties as compared to a single-family residential is bestrepresentedbythefollowingspecialbenefitassignment: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 ofbothsingle-family residential and multi-family residential properties and for this reason are identifiedas a separate land use classification. Like most single-family residential properties,these propertiesarenotusually considered rental property and generally,the County assigns each unit a separateAPNorassessmentnumber.However,condominiums and town-homes often have similarities tomulti-family residential properties in that they are generally zoned medium to high density and insomecasesmay involve multiple units on a single APN. In consideration of these factors it has beendeterminedthatanappropriateallocationofspecialbenefitfor condominiums,town-homes andsimilarresidentialpropertiesisbestrepresentedbyanassignmentof0.75 EBU per unit regardlessofwhethereachunitisassignedanindividualAPNortherearemultipleunitsassignedtoanAPN.(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 hasbeenidentified)and the property is expected to be subdivided within the fiscal year or is part of theoverall improvement and development plan for the District.This land use classification often timesinvolvesmorethanasingleparcel(e.g.the approved tract map encompasses more than a singleAPN).Each parcel that is part of the approved tract map shall be assessed proportionately for theproposedorestimatedresidentialtypeandunitstobedevelopedonthatparcelaspartoftheapprovedtractmap.Accordingly,each parcel is assigned an appropriate number of benefit units thatreflectsthedevelopmentofthatpropertyatbuild-out.(The EBU assigned to each parcel shallrepresentthecombinationofsingle-family, condominium,multi-family units to be developed).
Vacant Residential —This land use is defined as property currently zoned for residentialdevelopment,but a tentative or final tract map for the property has not yet been approved.Basedupontheopinionsofprofessionalappraiserswho appraise market property values for real estateinCalifornia,the land value portion of a property typically ranges from 20 to 30 percent of the totalvalueofadevelopedresidentialproperty(the average is about 25 percent).Although the assessedvalueofanindividualproperty is not a direct reflection of the property’s special benefit,this generalcorrelationbetween land value and structure value does provide a reasonable basis for apportioningspecialbenefitforvacantresidentialproperties.Utilizing this twenty-five percent (25%)apportionmentandthenumberofsingle-family residential units typically developed per acre of land (an average of4residentialunitsperacre)an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x25%)is derived and presents an appropriate apportionment of special benefit for vacant residentialproperties.Recognizing that the full and timely utilization of vacant property is reduced as the size ofthe property increases,it has been determined that the maximum EBU assigned to a vacantresidentialparcelshallnotexceed25.00 EBU (parcels in excess of 25 acres are assigned 25.00EBU).Parcels less than one acre,shall be assigned a minimum of 1.00 EBU (similar to a vacant lotwithinaresidential tract).
Exempt Parcels —This land use identifies properties that are not assessed and are assigned 0.00EBU.This land use classification may include but is not limited to:
Lots or parcels identified as public streets and other roadways (typically not assigned anAPNbytheCounty);
ITEM NUMBER: B-3
DATE: 06/14/16
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-5Prepared by NBS –Fiscal Year 2016/17
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 ormayprovideotherbenefitstoprivatepropertieswithintheDistrict;
Private properties that cannot be developed independently from an adjacent property,such ascommonareas,sliver parcels or bifurcated lots or properties with very restrictive developmentuse;
These types of parcels are considered to receive little or no benefit from the improvements and arethereforeexemptedfromassessment,but shall be reviewed annually by the assessment engineer toconfirmtheparcels’ current development status.Government owned properties or public propertiesarenot necessarily exempt properties and shall be subject to special benefit assessment unless itqualifiesforanexemptstatus.
Special Cases —In many districts where multiple land use classifications are involved,there areusuallyoneormorepropertiesforwhichthestandardland use classifications do not accuratelyidentifythespecialbenefitsreceivedfromtheimprovements.For example,a parcel may beidentifiedasaVacantResidentialproperty,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 thenetacreagethatcanbeutilizedrather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unitcalculationspreviouslyoutlined.
Property Type
Equivalent
Benefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
Multi-family Residential
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
Condominium/Townhome Units 0.75 Per Unit
Planned Residential Development
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
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 toparcelsthatreceivespecialbenefitfromtheimprovements.An assessment amount per EBU(Assessment Rate) for the improvements is established by taking the total cost of the improvementsanddividingthatamount 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 proportionatebenefitandassessmentobligationfortheimprovements.
Total Balance to Levy /Total EBU = Levy per EBU
Levy per EBU x Parcel EBU =Parcel Levy Amount
ITEM NUMBER: B-3
DATE: 06/14/16
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 5-6Prepared by NBS –Fiscal Year 2016/17
D.ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law.Prior tothepassageofProposition218(California Constitution Articles XIIIC and XIIID),legislative changes intheBrownActdefineda"new or increased assessment"to exclude certain conditions.Theseconditionsincluded"any assessment that does not exceed an assessment formula or range ofassessmentspreviouslyadoptedbytheagencyorapprovedbythevotersinthe area where theassessmentisimposed."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 andinflationaryadjustmenttoannualassessmentswithoutrequiringcostlynoticingandmailingprocedures,which could add to the District costs and assessments.As part of the District formation,the notice andassessmentballotspresentedtothepropertyownersforapprovalincludedamaximumassessmentamountfor fiscal year 2005/2006 (initial maximum assessment),identification of the correspondingmaximumassessmentrateand a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and isgenerallydefined:
If the proposed annual assessment (levy per EBU)for the upcoming fiscal year is less than orequaltotheadjustedMaximumAssessmentRate,then the proposed annual assessment is notconsideredanincreased assessment.
The Maximum Assessment Rate is equal to the (Initial)Maximum Assessment Rate establishedforfiscalyear2005/2006 adjusted annually by the greater of,three percent (3%)or theannualpercentagechangeintheConsumerPriceIndex(CPI)of “All Urban Consumers”for theSanFrancisco-Oakland-San Jose Area from February to February.The Maximum Assessmentratewasincreasedby3.02%for fiscal year 2016/17.
Beginning with the second fiscal year (fiscal year 2006/2007)and each fiscal year thereafter,theMaximumAssessmentRateisrecalculatedandanewMaximumAssessmentRateisestablishedforthefiscalyearutilizingtheAssessmentRangeFormuladescribedabove.The Maximum AssessmentRateshallbecalculatedindependentoftheDistrict’s annual budget and proposed assessment.Theannual percentage change in CPI shall be based on available data provided by the U.S.Department ofLabor;Bureau of Labor Statistics at the time the annual Report is prepared.Should the Bureau ofLaborStatisticsrevisesuchindexordiscontinuethepreparationofsuchindex,the City shall use therevisedindexorcomparable system as approved by the City Council for determining fluctuations inthecostofliving.
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 proposedassessmentissignificantlygreaterthanthe assessment applied in the prior fiscal year.Likewise,modifications to the method of apportionment that increase the proportional special benefit assignedtoaparticularlanduseclassificationwouldbeconsideredanincreasedassessment.Conversely,reductions in the proportional special benefit assigned to a land use classifications are permitted.Changes in land use or size of an individual property resulting in an assessment increase,is notconsideredanincreasedassessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided bytheprecedingAssessmentRangeFormula,the City must comply with the provisions of Article XIIIDSection4c,that requires a public hearing and certain protest procedures including mailed notice of thepublichearingand property owner protest balloting.Property owners through the balloting processmustapproveaproposedneworincreasedassessmentbeforesuchan assessment may be imposed.
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 6-1Prepared by NBS –Fiscal Year 2016/17
6.ASSESSMENT DIAGRAM
The parcels within the Landscaping and Lighting District No.02 Las Lomas (Woodridge)consist of thelots,parcels and subdivisions of land located in the planned residential development known as LasLomas (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 map is based on the District Diagram, the San Luis Obispo County Assessor’s Maps andtheSanLuisObispoCountyAssessor’s information and identifies the parcels of land within the proposedDistrict,as the same existed at the time the District was formed.The combination of the DistrictDiagramon file with the City Clerk and the Assessment Roll contained in this Report constitute the DistrictAssessmentDiagram.
ITEM NUMBER: B-3
DATE: 06/14/16
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ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
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Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report –City of Atascadero 7-1Prepared by NBS –Fiscal Year 2016/17
7.ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the AssessmentDiagrampresentedhereinandisbasedonavailableparcelmapsand property data from the San LuisObispoCountyAssessor’s Office at the time the Engineer’s Report was prepared.A listing of the lotsandparcelstobeassessedwithinthisDistrictalongwiththeassessmentamountsisprovidedherein.
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,andanyother property that can not be developed or has little or no value.These types of parcels areconsideredtoreceivelittleornobenefitfromtheimprovementsandarethereforeexemptedfromassessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalidparcelnumberforthefiscalyear,a corrected parcel number and/or new parcel numbers will beidentifiedandresubmittedtotheCountyAuditor/Controller.The assessment amount to be levied andcollectedfortheresubmittedparcelorparcelsshallbebasedonthemethodofapportionmentandassessmentratedescribedinthisReportasapprovedbytheCityCouncil. Therefore,if a single parcelissubdividedtomultipleparcels,the assessment amount applied to each of the new parcels shall berecalculatedandapplied according to the approved method of apportionment and assessment rateratherthanaproportionateshareoftheoriginalassessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the Districtasdeterminedbytheassessmentratesandmethodof apportionment described herein.
ITEM NUMBER: B-3
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ATTACHMENT: 6
Page 218
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-311-006 0 -$-$
045-311-007 0 --
045-311-008 0 --
045-311-009 0 --
045-311-010 0 --
045-311-013 0 --
045-311-014 17.77 30,476.44 4,442.54
045-311-015 24.83 42,584.69 6,207.54
045-311-016 19.90 34,129.50 4,975.04
045-312-001 1 1,715.05 250.00
045-312-002 1 1,715.05 250.00
045-312-003 1 1,715.05 250.00
045-312-004 1 1,715.05 250.00
045-312-005 1 1,715.05 250.00
045-312-006 1 1,715.05 250.00
045-312-007 1 1,715.05 250.00
045-312-008 1 1,715.05 250.00045-312-009 1 1,715.05 250.00
045-312-010 1 1,715.05 250.00
045-312-011 1 1,715.05 250.00
045-312-012 1 1,715.05 250.00045-312-013 1 1,715.05 250.00
045-312-014 1 1,715.05 250.00
045-312-015 1 1,715.05 250.00
045-312-016 1 1,715.05 250.00045-312-017 1 1,715.05 250.00
045-312-018 1 1,715.05 250.00
045-312-019 1 1,715.05 250.00
045-312-020 1 1,715.05 250.00
045-312-021 1 1,715.05 250.00
045-312-022 1 1,715.05 250.00
045-312-023 1 1,715.05 250.00
045-312-024 1 1,715.05 250.00
045-312-025 1 1,715.05 250.00
045-312-026 1 1,715.05 250.00
045-312-027 1 1,715.05 250.00
045-312-028 1 1,715.05 250.00
045-312-029 1 1,715.05 250.00
045-312-030 1 1,715.05 250.00
045-312-031 1 1,715.05 250.00
045-312-032 1 1,715.05 250.00
045-312-033 1 1,715.05 250.00045-312-034 1 1,715.05 250.00
045-312-035 1 1,715.05 250.00
045-312-036 1 1,715.05 250.00
045-312-037 1 1,715.05 250.00045-312-038 1 1,715.05 250.00045-312-039 1 1,715.05 250.00
CITY OF ATASCADERO
Landscaping and Lighting District No. 02
Las Lomas (Woodridge)
Fiscal Year 2016/2017 Assessment Roll
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 219
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-312-040 1 1,715.05 250.00045-312-041 1 1,715.05 250.00045-312-042 1 1,715.05 250.00
045-312-043 1 1,715.05 250.00
045-312-044 1 1,715.05 250.00045-312-045 1 1,715.05 250.00045-312-046 1 1,715.05 250.00
045-312-047 1 1,715.05 250.00
045-312-048 1 1,715.05 250.00
045-312-049 1 1,715.05 250.00045-312-050 1 1,715.05 250.00045-312-051 1 1,715.05 250.00
045-312-052 1 1,715.05 250.00
045-312-053 1 1,715.05 250.00045-312-054 1 1,715.05 250.00045-312-055 1 1,715.05 250.00
045-312-056 1 1,715.05 250.00
045-313-001 1 1,715.05 250.00045-313-002 1 1,715.05 250.00045-313-003 1 1,715.05 250.00
045-313-004 1 1,715.05 250.00
045-313-005 1 1,715.05 250.00045-313-006 1 1,715.05 250.00045-313-007 1 1,715.05 250.00
045-313-008 1 1,715.05 250.00
045-313-009 1 1,715.05 250.00045-313-010 1 1,715.05 250.00045-313-011 1 1,715.05 250.00
045-313-012 1 1,715.05 250.00
045-313-013 1 1,715.05 250.00045-313-014 1 1,715.05 250.00045-313-015 1 1,715.05 250.00
045-313-018 1 1,715.05 250.00
045-313-019 1 1,715.05 250.00
045-313-020 1 1,715.05 250.00045-313-021 1 1,715.05 250.00045-313-026 1 1,715.05 250.00
045-313-027 1 1,715.05 250.00
045-314-001 1 1,715.05 250.00045-314-002 1 1,715.05 250.00045-314-003 1 1,715.05 250.00
045-314-004 1 1,715.05 250.00
045-314-005 1 1,715.05 250.00045-314-006 1 1,715.05 250.00045-314-007 1 1,715.05 250.00
045-314-008 1 1,715.05 250.00
045-314-009 1 1,715.05 250.00045-314-010 1 1,715.05 250.00045-314-011 1 1,715.05 250.00
045-314-012 1 1,715.05 250.00
045-314-013 1 1,715.05 250.00045-314-014 1 1,715.05 250.00045-314-015 1 1,715.05 250.00
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 220
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-314-016 1 1,715.05 250.00045-314-017 1 1,715.05 250.00045-314-018 1 1,715.05 250.00
045-314-019 1 1,715.05 250.00
045-314-020 1 1,715.05 250.00045-314-021 1 1,715.05 250.00045-314-022 1 1,715.05 250.00
045-314-023 1 1,715.05 250.00
045-314-024 1 1,715.05 250.00
045-314-025 1 1,715.05 250.00045-314-026 1 1,715.05 250.00045-314-027 1 1,715.05 250.00
045-314-028 1 1,715.05 250.00
045-314-029 1 1,715.05 250.00045-314-030 1 1,715.05 250.00045-314-031 1 1,715.05 250.00
045-314-032 1 1,715.05 250.00
045-314-033 1 1,715.05 250.00045-315-001 1 1,715.05 250.00045-315-002 1 1,715.05 250.00
045-315-003 1 1,715.05 250.00
045-315-004 1 1,715.05 250.00045-315-005 1 1,715.05 250.00045-315-006 1 1,715.05 250.00
045-315-007 1 1,715.05 250.00
045-315-008 1 1,715.05 250.00045-315-009 1 1,715.05 250.00045-315-010 1 1,715.05 250.00
045-315-011 1 1,715.05 250.00
045-315-012 1 1,715.05 250.00045-315-013 1 1,715.05 250.00045-315-014 1 1,715.05 250.00
045-315-015 1 1,715.05 250.00
045-315-016 1 1,715.05 250.00
045-315-017 1 1,715.05 250.00045-315-018 1 1,715.05 250.00045-315-019 1 1,715.05 250.00
045-315-020 1 1,715.05 250.00
045-315-021 1 1,715.05 250.00045-315-022 1 1,715.05 250.00045-315-023 1 1,715.05 250.00
045-315-024 1 1,715.05 250.00
045-315-025 1 1,715.05 250.00045-315-026 1 1,715.05 250.00045-315-027 1 1,715.05 250.00
045-315-028 1 1,715.05 250.00
045-315-029 1 1,715.05 250.00045-315-030 1 1,715.05 250.00045-315-031 1 1,715.05 250.00
045-315-032 1 1,715.05 250.00
045-315-033 1 1,715.05 250.00045-316-001 0 --045-316-002 0 --
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 221
Assessor's
Parcel Number
Equivalent
Benefit Units
Maximum
Assessment
Proposed
Assessment(1)
045-316-003 0 --045-316-004 0.75 1,286.29 187.50045-316-005 0.75 1,286.29 187.50
045-316-006 0.75 1,286.29 187.50
045-316-007 0.75 1,286.29 187.50045-316-008 0.75 1,286.29 187.50045-316-009 0.75 1,286.29 187.50
045-316-010 0.75 1,286.29 187.50
045-316-011 0.75 1,286.29 187.50
045-316-012 0.75 1,286.29 187.50045-316-013 0.75 1,286.29 187.50045-316-014 0.75 1,286.29 187.50
045-316-015 0.75 1,286.29 187.50
045-316-016 0.75 1,286.29 187.50045-316-017 0.75 1,286.29 187.50045-316-018 0.75 1,286.29 187.50
045-316-019 0.75 1,286.29 187.50
045-316-020 0.75 1,286.29 187.50045-316-021 0.75 1,286.29 187.50045-316-022 0.75 1,286.29 187.50
045-316-023 0.75 1,286.29 187.50
045-316-024 0.75 1,286.29 187.50045-316-025 0.75 1,286.29 187.50045-316-026 0.75 1,286.29 187.50
045-316-027 0.75 1,286.29 187.50
045-316-028 0.75 1,286.29 187.50045-316-029 0.75 1,286.29 187.50045-316-030 0.75 1,286.29 187.50
045-316-031 0.75 1,286.29 187.50
045-316-032 0.75 1,286.29 187.50045-316-033 0.75 1,286.29 187.50045-316-034 0.75 1,286.29 187.50
045-316-035 0.75 1,286.29 187.50
045-316-036 0.75 1,286.29 187.50
045-316-037 0.75 1,286.29 187.50045-316-038 0.75 1,286.29 187.50Totals231.75 397,462.84$57,937.62$
(1) Slight variance in charge or total budget are due to rounding for placement on the tax rolls.
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer’s Report – City of Atascadero
Prepared by NBS – Fiscal Year 2016/17
ITEM NUMBER: B-3
DATE: 06/14/16
ATTACHMENT: 6
Page 222
ITEM NUMBER: B-4
DATE: 06/14/16
Atascadero City Council
Staff Report – City Manager’s Office
Downtown Parking & Business Improvement Area (PBIA)
(FY 2016-17) Confirmation of Annual Assessment
(Request for Council to confirm annual assessment for downtown PBIA.)
RECOMMENDATION:
Council adopt the Draft Resolution confirming the annual assessment for the Downtown
Parking & Business Improvement Area (Fiscal Year 2016-2017) at $0.00.
DISCUSSION:
The City of Atascadero established a Downtown Parking and Business Improvement
Area in 1986 (Chapter 11 of the Atascadero Municipal Code) for the purpose of
acquisition, construction or maintenance of parking facilities, decoration of public
places, promotion of public events, and general promotion of business activities in the
downtown area. The formation and operation of a Business Improvement Area is
governed by the California Streets and Highways Code (Section 36500 et. seq.). The
assessment was reduced in 2010 to $0.00 as a stimulus program to encourage
downtown businesses. An annual draft Resolution of Intention, declaring intent to levy
an annual Downtown Parking and Business Improvement Area assessment, and the
holding of a public hearing are still required by the California Streets and Highways
Code for the City to continue to levy and collect the assessment in the future.
The City Council adopted a draft Resolution of Intention on May 24, 2016, and set a
public hearing for June 14, 2016 to receive public comment. Following the public
hearing, it is staff’s recommendation that the Council adopt the proposed Resolution.
Adoption of the Resolution constitutes the levying of an assessment which is
recommended to be zero.
FISCAL IMPACT: None
ALTERNATIVES:
The City Council may direct staff to amend the Resolution before adoption.
ATTACHMENT:
1. Draft Resolution
Page 223
ITEM NUMBER: B-4
DATE: 06/14/16
ATTACHMENT: 1
DRAFT RESOLUTION
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO CONFIRMING DOWNTOWN
PARKING AND BUSINESS IMPROVEMENT AREA ASSESSMENT FOR
FISCAL YEAR 2016-2017
WHEREAS, the City of Atascadero established a Downtown Parking and Business
Improvement District consistent with Section 36500 et seq. of the Streets and Highways Code of
the State of California; and
WHEREAS, the City Council determined in 2010 to set the assessment at $0.00 to
provide a stimulus to downtown businesses in this time of unprecedented economic downturn,
eliminating the need for a report in accordance with Section 36533 of the Streets & Highway
Code of the State of California; and
WHEREAS, the City Council did fix a time and place for a public hearing on the levy of
the proposed assessment for fiscal year 2016-2017; and
WHEREAS, on June 14, 2016, the City Council conducted a public hearing at the date
and time for such purpose; and
WHEREAS, the City Council did not receive the required number of protests for the
levy of such assessment.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of
Atascadero:
SECTION 1. The City Council of the City of Atascadero does hereby confirm the
assessment at $0.00 to provide a stimulus to downtown businesses in this time of unprecedented
economic downturn pursuant to the Streets and Highways Code of the State of California.
Page 224
ITEM NUMBER: B-4
DATE: 06/14/16
ATTACHMENT: 1
On motion by Council Member _______________________________, and seconded
buy Council Member ________________________________, the foregoing Resolution is
hereby adopted following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
By: _
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
By:
Brian A. Pierik, City Attorney
Page 225
ITEM NUMBER: B-5
DATE: 06/14/16
Atascadero City Council
Staff Report – City Manager’s Office
Atascadero Tourism Business Improvement District (ATBID)
Fiscal Year Confirmation of Annual Assessment
RECOMMENDATION:
Council adopt the Draft Resolution confirming the annual assessment for the
Atascadero Tourism Business Improvement District, Fiscal Year 2016-17.
DISCUSSION:
The City of Atascadero established the Atascadero Tourism Business Improvement
District (ATBID) to levy annual assessments under the Parking and Business
Improvement Area Law of 1989, by adopting Title 3, Chapter 16 of the Atascadero
Municipal Code in April 2013. The activities to be funded by the assessments on
lodging businesses within the ATBID are tourism promotions and marketing programs to
promote the City as a tourism destination. The formation and operation of a Tourism
Business Improvement District is governed by the California Streets & Highways Code
(Section 36500 et. Seq.)
The City Council appointed ATBID Advisory Board Members to serve at the pleasure of
the Council. The Advisory Board is made up of lodging business owners or employees,
or other representatives holding the written consent of a lodging business owner within
the ATBID area.
The Streets & Highways Code requires that the Advisory Board provide a report to the
City Council annually for the expenditure of funds derived from the assessment paid by
lodging businesses within the City. The annual report must meet the requirements of
the California Streets and Highway Code §36533. The Council received and approved
the annual report at its May 24, 2016 meeting. After the approval of the report, the City
Council is required to hold a public hearing. The purpose of the public hearing is to
receive public comment prior to the assessment being collected.
Page 226
ITEM NUMBER: B-5
DATE: 06/14/16
The Atascadero Tourism Business Improvement District assessments are estimated to
be approximately $186,690 for the fiscal year. This represents the two percent (2%) of
the rent charged by the Business per occupied room or space per night for transient
occupancies.
Following the public hearing, it is staff’s recommendation that the Council adopt the
proposed Resolution. Adoption of the Resolution constitutes the levying of the
assessment.
FISCAL IMPACT:
Annual assessments for 2016/2017 are expected to be approximately $186,690 and will
be assessed as 2% of the rent charged on the occupied rooms and spaces for transient
occupancies.
ALTERNATIVES:
1. The City Council may direct staff to amend the Resolution before adoption.
ATTACHMENT:
1. Draft Resolution
Page 227
ITEM NUMBER: B-5
DATE: 06/14/16
ATTACHMENT: 1
DRAFT RESOLUTION
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF ATASCADERO CONFIRMING ATASCADERO
TOURISM BUSINESS IMPROVEMENT DISTRICT (ATBID)
ASSESSMENT FOR FISCAL YEAR 2016-2017
WHEREAS, the City of Atascadero established a Tourism Business Improvement
District consistent with Section 36500 et seq. of the Streets and Highways Code of the State of
California; and
WHEREAS, the City Council has determined to set the assessment at two percent (2%)
of the rent charged by the Business per occupied room or space per night for transient
occupancies; and
WHEREAS, the purpose of this assessment is to provide tourism promotions and
marketing programs to promote the City as a tourism destination pursuant to the Streets &
Highways Code of the State of California; and
WHEREAS, the City Council, having received the annual report from the ATBID,
adopted Resolution No. 2016-044, declaring intent to levy annual ATBID assessment pursuant to
Section 36534 of the California Streets and Highways Code; and
WHEREAS, the City Council did fix a time and place for a public hearing on the levy of
the proposed assessment for fiscal year 2016-2017; and
WHEREAS, on June 14, 2016, the City Council conducted a public hearing at the date
and time for such purpose; and
WHEREAS, the City Council did not receive the required number of protests for the
levy of such assessment.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of
Atascadero:
SECTION 1. That the City Council of the City of Atascadero does hereby confirm the
assessment at two percent (2%) of the rent charged by the Business per occupied room or space
per night for transient occupancies.
Page 228
ITEM NUMBER: B-5
DATE: 06/14/16
ATTACHMENT: 1
On motion by Council Member _______________________________, and seconded by
Council Member ________________________________, the foregoing Resolution is hereby
adopted following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
_
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
Page 229
ITEM NUMBER: C-1
DATE: 06/14/16
Atascadero City Council
Staff Report – City Manager’s Office
City of Atascadero
Marketing Plan Update 2015-16
RECOMMENDATION:
Council receive and file marketing plan update.
DISCUSSION:
The City of Atascadero Marketing plan is designed to support our vision and brand that
has been defined as Classic Americana, simply genuine, hometown feel and a
“California as it used to be” experience. The goals for the City’s Marketing plan is to
promote the City’s assets and events that appeal to local and county residents as well
as encourage visitors who are already here to stay, spend and enjoy. The plan has
been designed to implement the goals by keeping our City’s businesses and assets top-
of-mind through an ongoing advertising campaign, growing existing events and
establishing new events that appeal to our target audience. This update captures what
we have accomplished from February through May, as well as present year-to-date
results across website growth, social media followers, and digital dashboard reporting of
our retargeting display ads and paid search.
The promotions portion highlights the overall advertising campaign and the current
makeup of the promotional media within the campaign. The update reviews campaigns
that have transpired over the past four months (February through May), as well as
campaigns that are in place to promote over the summer.
The events portion reviews new events, how they are tracking with overall attendance
and associated costs as well as the next upcoming events and how we are working to
grow existing events.
The last marketing update was given to Council on February 23rd with a recap of the
marketing and events from October through January. Since that meeting, this update
includes the following promotions currently in place that are ongoing and event specific:
Page 230
ITEM NUMBER: C-1
DATE: 06/14/16
Promotions Recap:
Broadcast TV:
o KSBY Commercials: Two rotating commercials: One Zoo and one
Downtown. Zoo commercial started running with tags mid-March and
ongoing through September; rotates with the Downtown commercial
starting June 8th (after political ads are finished).
o Charter Media: Running targeted commercials for the Zoo and the
Downtown spots that were created with KSBY. These will begin running
week of June 8th across Animal Planet, Freeform, Cartoon Network and
Nick/ Nick at Night for the Zoo commercial, and History, American Heros
and Food Network for the Downtown commercial. Geographically targeted
to SLO County & Santa Maria.
Digital:
o Regular display banner ads: Run of Site banner ads running on
SanLuisObispo.com (City Hall tours and event specific), ksby.com
(ongoing), atascaderonews.com (June – August).
o Search Engine Marketing (SEM): Paid search running January through
December. Geographic target: Northern Santa Barbara County, SLO
County, Monterey/Salinas, Central Valley.
o Retargeting (Search/ Contextual/ Site): Digital display ads targeted to
specific keywords in place such as zoo, travel, craft beers + a variety of
targeted keywords through users search habits (search), what they are
reading (contextual) and when they are on our site (Site). Geographic
target: Northern Santa Barbara County, SLO County, Monterey/Salinas,
Central Valley.
o Social Media/ Press Releases: Ongoing posts on Visit Atascadero (on
City post days on Facebook), across Facebook and Twitter for City of
Atascadero and Charles Paddock Zoo. Press releases sent out for all
ribbon cuttings, events, etc. VisitSLOCounty.com site, Atascadero
Chamber both include events as well as other event calendars throughout
the county.
Outdoor Advertising:
o Hwy 46/ Lost Hills Billboard East facing: In place March 7,2016 –
March 6, 2017
o City Billboard Panels: Two in place stating end of April; working to
change out the other three (due to come up for renewal at the end of the
year).
o Hearst Castle Interior Bus Signs: Zoo & City Hall ads in place through
August 2016.
o Cow Parade: City and ATBID will join the Cow Parade with a Cow for
Atascadero starting September 2016 through March 2017.
Page 231
ITEM NUMBER: C-1
DATE: 06/14/16
Print:
o Newspaper & Magazine Ads:
Tribune Newspaper ads: Primarily used to promote Tours and
recruit docents for City Hall and through event sponsorship for
Brew at the Zoo and downtown promotions. All Newspaper ads
include digital display ads on www.SanLuisObispo.com.
Tribune Magazines/ Special Sections: Print ads promoting
downtown have appeared in Vintages, Paso Wine Fest guide,
Central Coast Beach Towns & Mid State Fair Guide.
New Times Newspaper Ads: Used for Restaurant month
promotions as part of our themed downtown promotions and
through event sponsorship for Brew at the Zoo. Digital display ads
included in Brew at the Zoo promotion.
New Times Menus Magazine: Menus ad and advertorial to
promote downtown.
Atascadero News: Targeted to City Hall tours and Brew at the Zoo
with a full page kicking off ticket sales;
Atascadero News Magazines/ Sections: Promoting Downtown
with ad in the Atascadero Wine Fest Digest.
Mustang Daily News: Brew at the Zoo ads ran via event
sponsorship in 100 year edition as well as one week in the regular
edition along with two social media shout outs to Cal Poly followers.
o Brochures
Zoo Brochures – New brochures out to racks at SLO hotels,
Welcome center Pismo Beach
Visit Atascadero – being printed and distributed to racks at SLO
hotels, Welcome centers in Pismo Beach, Monterey, Oxnard and
Merced. San Jose & Santa Barbara airports.
Radio:
o American General Media: Mainly used with event sponsorship. Brew at the
Zoo sponsorship ran across KJUG, KZOZ & Q104.5 and aired on the 4/27
addition of Liquid Lunch on 92.5 with the Cork Dorks.
o Grape Encounters Radio: Continuous spots and live promotion on
Quickbites program on 92.5 along with commercials supporting events like
Brew at the Zoo.
Other:
o Galaxy Theater: working on adding our commercials before the movie in
theaters here in Atascadero as well as Modesto and Tulare.
Events Recap:
Events (February through May)
o Hosted Central Coast Tourism Council Retreat – Historical City Hall
tour given on March 15th from 3:30 – 5 pm for a Haunted Halls & Bubbly
Beer visit at City Hall and Tent City Brewing.
Page 232
ITEM NUMBER: C-1
DATE: 06/14/16
o North American Travel Journalists Association Fam Tour
(Coordinated with Verdin and Visit SLO County) – Historical City Hall Tour
April 9th
o Hosted California League of Cities – Tours of Historic City Hall,
appetizers dinner for over 100 people on April 14th.
o Brew at the Zoo – Brought back from 2011 to become an annual event at
the Charles Paddock Zoo on the fourth Saturday of the month of April.
This year the event was on April 30th, 540 total attendance (474 paid/ 66
volunteers and vendors); a variety of eight breweries, cider and two
wineries plus six food vendors participated.
Upcoming New Event Items (June through September)
o City Hall Saturday Tours begin through Labor Day from 1-4 pm.
o Summer Concert Series added one date.
o Dancing in the Streets on Saturday night to make it a Cruisin’ weekend
starting with Cruise nite on Friday. Bands are finalized, working to secure
and finalize food trucks and beer gardens.
o New Events Ideas (Sept – 2017): Farm to Table event, adding to Holiday
Lighting event, Downtown Street Faire 2017
o Other Events: Assisting Friends of the Lake with new Lake Fest event on
June 18th.
Special Events upcoming and in progress:
o Festival Mozaic Event scheduled for July 22nd
o Race Atascadero Event idea
o Z-Car Show
There will be an oral presentation given that reviews the above information and how
well it’s performed. The City’s Marketing plan presentation will be followed by ATBID’s
Tourism Marketing plan presented by Verdin Marketing and a Visit SLO County
presentation by Chuck Davison.
The attached marketing plan provides the original plan with updates highlighted in
yellow. The updates also include where we are with budget.
FISCAL IMPACT: None
Page 233
ITEM NUMBER: C-1
DATE: 06/14/16
ALTERNATIVES:
1. The City Council may provide staff direction on any desired adjustments to the
current approved Marketing Plan.
ATTACHMENTS:
1. Marketing Plan with Updates
Page 234
ITEM NUMBER: C-1
DATE: 06/14/16
ATTACHMENT: 1
City of Atascadero
2015-16 Draft Marketing Plan Update
UPDATES Highlighted
Capture Feb – May 2016
Executive Summary
The City of Atascadero Marketing Plan is designed to promote the City’s assets and events
that appeal to local and County residents as well as encourage visitors who are already
here to stay, spend and enjoy. The Plan is designed with a focus on local businesses to
attract and promote shopping local. Growth in retail and restaurant sales will help attract
more business to the area, which would then foster economic growth. This Marketing Plan
integrates and compliments the information from the Atascadero Tourism & Promotion
Game Plan by the Coraggio Group and the Atascadero Tourism (ATBID) Marketing Plan by
Verdin Marketing.
The City’s assets are defined as the Downtown core with historic City Hall, Galaxy Theater,
Charles Paddock Zoo, Faces of Freedom Veterans Memorial, Atascadero Lake Park, Pavilion
on the Lake, A-Town Skate Park and Chalk Mountain Golf Course.
Target Audience
Visitors, Local residents, SLO County residents
Geographic Markets
In Market: Local & County Residents
Outer Market:
o Primary Market: Central Valley, Northern Santa Barbara County
& Salinas/ Monterey County
o Secondary Market: Reflects County tourism efforts to reach
South Bay/ Bay Area & Ventura/ LA/ OC markets.
Behavioral Target
Market to the local and County residents across all ages, families, active
retirees, children
Follows Atascadero ATBID Marketing Plan “Personas” defined by Trip
Advisor that present the most opportunity for travel in 2015 for Visitors coming
from outside of our area:
Page 235
ITEM NUMBER: C-1
DATE: 06/14/16
ATTACHMENT: 1
o Millenials with no children from 28-35 years old.
o Families aged 25-54 with more than one school aged child.
o Retirees and Baby Boomers over 55, either couples or social groups
often “inter-generationally” traveling with extended family (but often
paying for family members).
o Childless couples from 30-54 years old.
o “Bleisure” travelers who combine work travel with extra days with
family or friends at a destination.
o Key event travelers
While most Destination Marketing Organizations (DMOs) want to target
millennial travelers, research continues to show that 40-60 year olds still
travel the most and have the most discretionary income. However, future
travelers will come from the Millennial age groups and they still have strong
preferences for their vacations:
36% of Millennials want a beach vacation this year
35% of Millenials want a “culture–oriented” trip
24% of Millenials want adventure-oriented trips
7 out of 10 Millenials report they have FOMO (Fear of Missing
Out!)
o Secondary Research – California Tourism Trends – California travel is at
an all-time high due to road trips being more popular. (Please refer to
the ATBID Marketing Plan)
Food & wine enthusiasts
Outdoor enthusiasts
Unique Selling Proposition
We have previously defined Atascadero in both the Coraggio Group Ten Year Vision and in the
Verdin Marketing Creative Brief as follows:
Atascadero is a beautiful and authentic city of outdoor recreation, culinary adventures, and
welcoming hospitality. It’s a safe place where the arts and history thrive, and the diversity of
experience, generosity of spirit, and small-town ambiance are here to be enjoyed by visitors
and residents alike. – by City Council at 8/31/14 Strategic Planning Session with Coraggio
Group
Atascadero is California as it used to be. With classic roots, Atascadero is a traditional
American town that offers authentic experiences with a blend of affordability and access to
family friendly activities. – by Verdin Marketing
Page 236
ITEM NUMBER: C-1
DATE: 06/14/16
ATTACHMENT: 1
In Summary, Atascadero’s Unique Selling Proposition (USP):
Atascadero is a classic American, family friendly town offering something for the whole
family to enjoy from community events to historic attractions, a Veteran’s memorial, A-
Town Skate Park and the Charles Paddock Zoo. Atascadero is known for warm summer
evenings where locals can enjoy coming together for picnicking, playing horseshoes,
walking around the Lake, hiking, golfing, biking and horseback riding.
Downtown Atascadero offers a growing craft brewery and specialty spirits scene, along
with fabulous food from surrounding restaurants. Take a stroll through the beautiful
Sunken Gardens which is home to the historic City Hall that is surrounded by angel
fountains that complement the architectural era of the structure. Nearby your walk will
take you to the newest movie theater in the County, the Galaxy Theater.
Marketing Strategy
Goals
1. Keep the City’s businesses and assets top-of-mind through an ongoing advertising plan
that spans the year to local and County residents and visitors to our area.
2. Establish new events and grow existing events that appeal to local and County residents
as well as attract visitors.
3. Continually measure the success of the Marketing Plan through website growth, Sales
Tax, TOT revenues and increase of social media followers.
Objectives
Objective #1: Establish a top-of-mind advertising campaign and a promotional plan
that spans the year highlighting the City’s businesses and assets of things to do and
see while in Atascadero that appeal to local and County residents, as well as visitors
while they are in our market.
Promotion Plan
Annual and on-going promotion of the City of Atascadero Businesses & Assets. Assets are defined
as: Charles Paddock Zoo, Chalk Mountain Golf Course, Faces of Freedom, City Hall, Downtown,
Galaxy Theater, A-town Skate Park, Pavilion on the Lake, Atascadero Lake Park. Themed
promotions would apply to some of the tactics to promote local businesses and shopping local.
Page 237
ITEM NUMBER: C-1
DATE: 06/14/16
ATTACHMENT: 1
Promotion Tactics
Broadcast TV Combo with KSBY/ KCOY ~ tailored to promote Key Events and to stay top
of mind in the County with City assets and promoting our local businesses.
o KSBY: :30 commercial spots created for Charles Paddock Zoo and
Downtown. Zoo spots schedule: March – April; Zoo spots to rotate with
Downtown spot beginning in June through September.
o KCOY: looking to add July through September.
o Charter Media: :30 commercial spots for Zoo and Downtown to rotate
June through September.
Outdoor Advertising -
o Outdoor advertising captures people as they are outside the home and on–the-go in
public places. It provides reach and exposure to travelers coming into our market to
be top-of-mind with things to do as well as while they are in our market as a
reminder to what we have to offer.
Billboards in feeder markets: King City/ Salinas Corridor and/ or Santa
Maria Corridor & consider Transit billboards inside Hearst Castle Busses
and SLO County airport that markets to tourism as well as local residents.
Billboards in place March 7th in Lost Hills. On a waiting list
for Santa Maria Corridor. Nothing available in Salinas
Corridor.
Update panels of six Atascadero billboards – keeps our City’s assets top-of-
mind while travelers are in our market and to local/County residents as a
reminder of things to do.
Two panels in place. Three remaining – timeline for
remaining panels December 31 they come up for renewal.
The sixth panel is in contract with Rossi Law firm.
Digital Media
Focus on growing website traffic across VisitAtascadero.com and Atascadero.org reaching
consumers living in San Luis Obispo County as well as looking to plan a trip to San Luis
Obispo County. Integrates with the Atascadero ATBID Marketing Plan that includes digital
and social media.
o SEM & RETARGETING Contextual/Search/Site (4 months) ~
Zip Code Targeted: SLO County, Northern Santa Barbara County & South
Monterey County; SEM to be used as asset (Zoo) and event targeted.
In place for SEM & Retargeting.
Keywords can include City businesses and assets including the microbrew &
specialty drinks scene plus coastal, culinary and historical to encourage
visits to Atascadero so visitors stay and spend.
Keywords are in place and available for review.
Reputation Management provides an email database from SEM that can be
used for newsletters and marketing efforts.
Page 238
ITEM NUMBER: C-1
DATE: 06/14/16
ATTACHMENT: 1
Dashboard is up and tracking our success.
o E-Marketing 100,000 emails (6 email drops)
Targets desired audience and geography depending on the event or
promotion. For instance, if we only want Cal Poly for Brew at the Zoo, we can
send out that promotion to specific zip codes. If we want to promote Buy
Local, we can e-blast to defined recipient that is a local resident, between
ages of 25-40 and likes to golf, etc.
Opted to execute e-mail marketing for the Dancing in the
Streets event.
o Sponsored Content – Specific opportunity to tell our story and showcase our
businesses, the Zoo, City Hall, and the Downtown. Compliments retargeting efforts
with content targeting.
Sponsored content on hold.
Social Media
o Work on introducing Twitter, Foursquare & Google+ to City’s Social Media platform
to assist in getting the word out. Twitter & Facebook in place, working to
add Instagram
o Continually post with event information on City’s Facebook page.
Ongoing since June.
o Establish a Social Media Calendar.
Social Media calendar continues following Visit Atascadero
calendar for the Visit posts plus Charles Paddock Zoo Facebook
pages. City Facebook posts are done for City Council meetings,
restaurant openings and events vs. just event/ tourism related
topics.
Print
o Magazines – Focus on Assets with magazines that have solid reach and in-market
focus like Access’s Quarterly Visitors Guide and work on sharing advertising
expenses with ATBID on magazines that have multi-market distribution, like
Vintages.
Vintages 2x per year started in October 2015, March 2016 – split
with ATBID when it makes sense
Visitors Guide – quarterly in place for 2016 – split with ATBID
o Newspapers – local & daily newspapers for reach and frequency of community
events.
Ongoing advertising in Tribune, Atascadero News/ Paso Robles
Press and New Times for events and event sponsorship and
across websites. Also promotion of downtown & City Hall.
Giveaways – Permission to work with radio stations and other media to provide necessary
giveaways to help promotion efforts (i.e., Radio remote includes 4 family packs of 4 tickets
to the Zoo) – Radio Ticket giveaway done for Brew at the Zoo.
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Right Angle Inc.: Uncorked and Quick Bites Grape Encounters Radio Show. In place and
On-going
o Provides focused content to promote events across SLO County (92.5 The KRUSH
Wine Radio), Santa Maria, Bakersfield and Fresno
Quick Bites radio show specific to promoting our events have
aired for Downtown and Brew at the Zoo.
o Provides exposure across 60 US markets
Ongoing generic Atascadero spots have been airing since July
2015 highlighting Atascadero across all markets.
Promotional flyer design has been executed for existing events
like Cruise Night, Dancing in the Streets, Concerts in the Park,
Movies in the Gardens and additional events for Winter
Wonderland, Tamale Festival, and Brew at the Zoo. Additional
coordination of creative for banners and printing of posters has
also been accomplished.
Certified Brochure Distribution
o Welcome Centers have a strong presence across the State and provide an excellent
outlet to provide content in the form of personal travel advice and increase the
length of stay and spend. Increased footprint to feeder markets that are traveling
our direction. Expanded distribution includes Monterey Bay Welcome Center, San
Jose Airport and Santa Barbara Airport added to existing SLO County area hotels
and Pismo Beach, Oxnard and Merced Welcome Centers.
City brochures are being distributed as described above. New
City brochures begin in June.
Zoo brochures distributed to all the SLO County hotels & Pismo
Visitors Center (In place mid-February).
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Objective #2: Special Event Sponsorship Program to assist our growth efforts to
attract events to Atascadero.
Atascadero would be an option for current events, traveling shows, and as a location to expand
existing events. Special Event examples:
Attract from other areas (i.e., Quilt Show)
Expand events held across the County to add our City (i.e., Festival Mozaic)
Attract traveling shows (i.e., Cheerleading competitions, Cactus show)
Implement Special Event Criteria.
Two upcoming events: Festival Mozaic (July) & North County Wedding
Expo (Feb)
Establish consistent Sponsorship criteria where possible, especially with our media partners.
(Approved and in place)
Objective #3: Develop and implement Event portfolio to grow and expand existing
events and establish new events based on market trends and interest.
Following recaps how our events are classified:
Tier1: Large Signature Events (1-2 night stay)
Tier 2: Signature Event (overnight stay)
Tier 3: Single Day Event
Event Plan
Tier 1 Events: Large Signature Events (1-2 Night Hotel Stay) - Identify existing
trademark events that have the potential and interest to expand to a longer weekend stay
for visitors and that encourage local and County residents to participate. Work with ATBID
on Event ideas.
o Hot El Camino Cruise Nite & Car Show Weekend – introduce “Dancing in the
Streets” to promote a grand event on Saturday night that people will stay to enjoy.
Coordinate with Main Street Association and Mid State Cruizers Car Club.
NEW 2016: Dancing in the Streets to add onto Cruise Nite.
o SAVOR Adventure Tour & Main Event – New and engaging event in store from the
Bristol Cider Adventure Tour to an interactive booth at the Main Event to highlight
local culinary offerings unique to our city - cider, microbreweries, lavender, local
restaurants, etc.
Staff worked with ATBID to execute and promote local flair to the
booth with beer, cider, caterers, restaurants bread, vinegar, olive
oil, sausage all from the Local businesses in Atascadero.
o Atascadero Lakeside Wine Festival – promoting the evening wine tasting event
combined with Sunday “Fun-Day” activities at the individual wineries to encourage
festival attendees to visit local wineries the day after the wine festival and extend
their stay.
Working with the Chamber & Hotels to expand event in 2017 and
upgrade the event in 2016 – a Stroll through the Zoo where you
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will have a unique experience with the Zoo educators and the
animals they bring out!
Tier 2 Events: Signature Events -Expand existing events and introduce new events to offer
more activities that increases interest and participation both locally and across the County.
o Colony Days – working with committee to add “Tent City After Dark” event which
will highlight local brewery scene & add dancing to extend celebration of Colony
Days.
Staff executed and assisted Tent City Committee on the Tent City
After Dark addition in 2015. Committee building on its success in
2016.
o Winter Wonderland – New for the City this year, this family event was created and
established by our Main Street Assn., and we are working to continue an event
enjoyed by families both locally and across the County with over 15,000 in
attendance.
Executed new event in 2015 for the City and working on
improving in 2017.
o Holiday Lighting – grow from a lighting of the Sunken Gardens trees and expand it
to a hospitality night type of event with merchants offering hot cider and sweets to
encourage local residents to start your shopping early.
Work to expand event to include reindeer and horse and buggy
experience
Tier 3 Events: Single Day Events - consider events that have an established trend in other
markets and make sense to introduce to our market. Idea is to encourage growth to an
overnight stay.
o New Events:
Tamale Festival – 3rd weekend in January – already working on
2017.
Brew at the Zoo Event – Spring 2016, April 30th
o Food Truck Event –One day trial event in the fall with a plan to be weekly in the
summer “Food Mania Mondays” or “Food Truck Fridays”
Dancing in the Streets to start with a Food Truck Food Court
o Other Ideas - Ongoing:
Taste of Home – Cooking Evening, local eats, features local celebrity chefs.
Trading Day or Flea Market
Art in the Park
Community “Locals Favorite” Events – Typically promoted through PR Tactics with press
releases, mailings, flyer distribution and targeted print, radio and online advertising.
Defined as follows:
o Seasonal Events
Tuesday’s BBQ in the Park; Movies in the Gardens; Summer Concert series at the
Atascadero Lake Bandstand mid June through August.
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o 2016 One-time Events:
California League of Cities Event/ Host City Event at City Hall – April
14th
MMASC Mixer – June 22nd
Event Tactics – In place
Work on ongoing Public Relations Plan per event.
Promote event with assistance of sponsorship revenue. Potential revenue not
reflected in the event expenses.
Advertise in Traditional media (print, radio & TV) and digital based on the type
of event (i.e., If Brew at the Zoo – Cal Poly’s Mustang Daily News and Radio
promo with 92.5 the KRUSH Combo) Event expense includes advertising.
Objective #4: Outreach to merchants, Atascadero Chamber of Commerce, Atascadero
Main Street to work together on promotions that focus on shopping local.
Restaurant Promotions
o Themed promotions - Restaurant Month, Greyhound Month, Health Month, etc.
January Restaurant Month – promoted along with ATBID &
VisitSLOCounty in January via print ads and online digital ads via
New Times & Tribune’s Ticket Entertainment section.
March through April – promoting Zoo and Zoo events; June
through September – promoting Downtown and Zoo.
April through June – Menus publication promoting Downtown
and things to do in Atascadero.
Local Retail ~ Shop Local Focus
o Buy Local Promotions - Frequent Visitor Card, Passport Weekends, etc.
Business Focused Events – Designed to drive traffic to Atascadero
o Event ideas: Food Truck event, Art in the Park, Date Night, Farmers Market (move to
a different location ~ Atascadero Lake Park or Sunken Gardens), Taco Day on Traffic
Way, etc.
Traffic Way businesses – working with committee of business
owners to promote their events, i.e. Paint your way down Traffic
Way!
Atascadero Alliance – working with committee to capture the
events in our area that span through non-profits, business
events, etc.
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Objective #5: Establish measurement metrics for promotions, events and a
combination of the two that gauge the success of our promotions.
Websites - Utilize information from our current website traffic on
www.visitatascadero.com, www.atascadero.org and www.charlespaddockzoo.org as a
benchmark to gauge success with our Marketing Plan to see growth in traffic with page
views, unique visitors and bounce rate.
o Established a dashboard and website metrics to gauge performance of
marketing dollars.
Zoo - Utilize the Zoo’s zip code information to understand where people are visiting from
and use attendance figures to gauge success with a consistent marketing effort to grow Zoo
attendance. (i.e., in August, 3,400 visitors were in County and 2,000 were out of the area).
In progress.
Transient Occupancy Tax (TOT) to gauge increase in hotel stays year over year. This will
be off until Springhill Suites Marriott come upon its one year anniversary in June/ July. In
progress.
Sales Tax to gauge increase across different business categories. Specific categories:
Restaurants & Retail Categories contingent upon authorization to release. In progress.
Colony Park Community Center Increase in participation of sign ups to the variety of
activities In progress.
Pavilion on the Lake – growth in weddings and events and website traffic. In progress.
Community feedback with the Chamber’s Business Walk, Main Street Association, Traffic
Way Business Group Meetings. Increase in visitor activity with Chamber insight and travel
brochure activity. In progress.
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Atascadero City Council
City Clerk Report
General Municipal Election
November 8, 2016
(The City Council must adopt resolutions to initiate
the election process, to combine the City’s election
with the County, and to submit ballot measures to the voters.)
RECOMMENDATIONS:
Council adopt the following Resolutions for the purpose of electing a Mayor, two
members to the City Council, and to submit ballot measures to the voters asking “Shall
the City Clerk and/or City Treasurer be appointive?”:
1. Draft Resolution A, calling and giving notice of the holding of a General
Municipal Election to be held on Tuesday, November 8, 2016 for the election
of certain officers and for the submission to the voters questions relating to
City Clerk and City Treasurer positions; and
2. Draft Resolution B, requesting the Board of Supervisors of the County of San
Luis Obispo to consolidate a General Municipal Election to be held on
November 8, 2016; and
3. Draft Resolution C, setting priorities for filing written arguments regarding the
City measures and directing the City Attorney to prepare an impartial
analysis; and
4. Draft Resolution D, providing for the filing of rebuttal arguments for City
measures submitted at Municipal Elections.
DISCUSSION:
The General Municipal Election will be held on Tuesday, November 8, 2016. The terms
of two Council Members, Roberta Fonzi and Bob Kelley, and Mayor Tom O’Malley will
expire in November 2016. The Council Members have four-year terms and the Mayor
has a two-year term. The City Council must adopt a resolution to initiate the election
process (Draft Resolution A). Also, to combine our election with the County, the Council
must adopt a resolution requesting consolidation with the County (Draft Resolution B).
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The qualifications required to run for Mayor are the same as for City Council Members;
you must be registered to vote in the City of Atascadero and live within the Atascadero
City limits. In addition, all Council Members, whether or not they are up for re-election,
may also run for the office of elected Mayor. If a Council Member is mid-term when
she/he runs for Mayor, and is successful, the Council Member’s position will become
vacant. The City Council must then appoint a replacement, or call for a Special
Election, within 60 days of the position becoming vacant. The vacancy would occur in
December 2016 once the Mayor is sworn into office.
Ballot Measure for City Clerk and City Treasurer Positions
The City Council directed the City Clerk in April 2016 to bring back to the Council in
June 2016 the resolutions to place ballot measures on the November ballot asking
voters “Shall the City Clerk and/or City Treasurer be appointive?” A resolution setting
the priorities for the filing of written arguments and directing the City Attorney to prepare
an impartial analysis will need to be adopted (Draft Resolution C). The impartial
analysis shall not exceed 500 words. In Resolution C, the City Council also authorizes
Council Members to write arguments in favor of the measure. Council Members are not
required to write an argument in favor of the Measure, however Draft Resolution C gives
them the option.
The City Clerk and the City Treasurer, having proposed these ballot measures to the
City Council, plan on submitting arguments in favor of these ballot measures.
Registered voters may also file with the City Clerk written arguments in favor or
opposition of the ballot measures. If more than one argument for or more than one
argument against is submitted, the City Clerk is required by the California Elections
Code to select one of each for printing and distribution to the voters.
Arguments shall not exceed 300 words and must be signed by the author(s). The City
Clerk has fixed June 28, 2016 as the last day for submitting arguments for and against
the ballot measure, and the impartial analysis by the City Attorney. This will allow
ample time for the 10-calendar-day public examination period, translation, typesetting,
printing and submission to the County. A notice of this deadline will be posted in the
kiosk in front of City Hall.
Also, the adoption of a resolution providing for the filing of rebuttal arguments for the
ballot measure is required (Draft Resolution D). The rebuttal arguments shall not
exceed 250 words. The deadline for the filing of rebuttal arguments is July 8th, 10 days
after the deadline for the filing of the arguments in favor or opposed.
FISCAL IMPACT:
The cost to the City is determined by the number of registered voters on Election Day,
and the number of Candidate Statements included in the Voter Pamphlet. Also, due to
the State reduction in funding to the Counties for election costs, the County will be
passing those costs along to the cities. The City Clerk’s estimate for the 2016 election
of officials in Atascadero is $22,000. The City Clerk’s estimate for the addition of the
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ITEM: C-2
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ballot measures is approximately $3,000. Therefore, the total estimate for the 2016
election including ballot measures is $25,000 in budgeted General Funds.
ATTACHMENTS:
1. Draft Resolution A
2. Draft Resolution B
3. Draft Resolution C
4. Draft Resolution D
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ATTACHMENT: 1
DRAFT RESOLUTION A
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, CALLING FOR THE HOLDING OF A
GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 8, 2016, FOR THE ELECTION OF CERTAIN OFFICERS AS
REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF
CALIFORNIA RELATING TO GENERAL LAW CITIES AND FOR THE
SUBMISSION TO THE VOTERS QUESTIONS RELATING TO CITY
CLERK AND CITY TREASURER POSITIONS
WHEREAS, under the provisions of the laws relating to general law cities in the State of
California, a General Municipal Election shall be held on November 8, 2016, for the election of
Municipal Officers; and
WHEREAS, the City Council also desires to submit to the voters at the election
questions relating to City Clerk and City Treasurer positions.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:
SECTION 1. That pursuant to the requirements of the laws of the State of California
relating to General Law Cities, there is called and ordered to be held in the City of Atascadero,
California on Tuesday, November 8, 2016, a General Municipal Election for the purpose of
electing a Mayor for the full term of two years; and two Members of the City Council for the full
term of four years.
SECTION 2. That the City Council, pursuant to its right and authority, does order
submitted to the voters at the General Municipal Election the following questions:
BALLOT MEASURE #____
Shall the office of City Clerk be appointive?
Yes
No
BALLOT MEASURE #____
Shall the office of City Treasurer be appointive?
Yes
No
SECTION 3. That the vote requirement for the measure to pass is a majority (50%+1) of
the votes cast.
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SECTION 4. That the ballots to be used at the election shall be in form and content as
required by law.
SECTION 5. That the City Clerk is authorized, instructed and directed to coordinate
with the County of San Luis Obispo Clerk-Recorder to procure and furnish any and all official
ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be
necessary in order to properly and lawfully conduct the election.
SECTION 6. That the polls for the election shall be open at seven o’clock a.m. of the
day of the election and shall remain open continuously from that time until eight o’clock p.m. of
the same day when the polls shall be closed, pursuant to Election Code § 10242, except as
provided in § 14401 of the Elections Code of the State of California.
SECTION 7. That in all particulars not recited in this resolution, the election shall be
held and conducted as provided by law for holding municipal elections.
SECTION 8. That notice of the time and place of holding the election is given and the
City Clerk is authorized, instructed and directed to give further or additional notice of the
election, in time, form and manner as required by law.
SECTION 9. That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
SECTION 10. The City Council authorizes the City Clerk to administer said election and
all reasonable and actual election expenses shall be paid by the City upon presentation of a
properly submitted bill.
On motion by Council Member _________________ and seconded by Council Member
________________, the foregoing Resolution is hereby adopted on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
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ATTACHMENT: 2
DRAFT RESOLUTION B
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ATASCADERO, CALIFORNIA, REQUESTING THE
BOARD OF SUPERVISORS OF THE COUNTY OF SAN LUIS OBISPO
TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION
TO BE HELD ON TUESDAY, NOVEMBER 8, 2016, WITH THE
STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE
PURSUANT TO § 10403 OF THE ELECTIONS CODE.
WHEREAS, the City Council of the City of Atascadero called a General Municipal
Election to be held on November 8, 2016, for the purpose of the election of a Mayor, and two
Members of the City Council; and
WHEREAS, the City Council is submitting to the voters the questions relating to the
City Clerk and City Treasurer positions; and
WHEREAS, it is desirable that the General Municipal Election be consolidated with
the Statewide General election to be held on the same date and that within the city the precincts,
polling places and election officers of the two elections be the same, and that the county election
department of the County of San Luis Obispo canvass the returns of the General Municipal
Election and that the election be held in all respects as if there were only one election.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
ATASCADERO DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:
SECTION 1. That pursuant to the requirements of § 10403 of the Elections Code, the
Board of Supervisors of the County of San Luis Obispo is hereby requested to consent and agree
to the consolidation of a General Municipal Election with the Statewide General election on
Tuesday, November 8, 2016, for the purpose of the election of a Mayor, two Members of the
City Council, and the submittal of ballot measures to the voters.
SECTION 2. That the measures are to appear on the ballot as follows:
BALLOT MEASURE #____
Shall the office of City Clerk be appointive?
Yes
No
BALLOT MEASURE #____
Shall the office of City Treasurer be appointive?
Yes
No
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SECTION 3. That the vote requirement for the measure to pass is a majority (50%+1)
of the votes cast.
SECTION 4. That the county election department is authorized to canvass the returns
of the General Municipal Election. The election shall be held in all respects as if there were only
one election, and only one form of ballot shall be used. The election will be held and conducted
in accordance with the provisions of law regulating the statewide election.
SECTION 5. That the Board of Supervisors is requested to issue instructions to the
county election department to take any and all steps necessary for the holding of the consolidated
election.
SECTION 6. That the City of Atascadero recognizes that additional costs will be
incurred by the County by reason of this consolidation and agrees to reimburse the County for
any costs.
SECTION 7. That the City Clerk is hereby directed to file a certified copy of this
resolution with the Board of Supervisors and the county election department of the County of
San Luis Obispo.
SECTION 8. That the City Clerk shall certify to the passage and adoption of this
resolution and enter it into the book of original resolutions.
On motion by Council Member _________________ and seconded by Council Member
________________, the foregoing Resolution is hereby adopted on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
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ATTACHMENT: 3
DRAFT RESOLUTION C
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, SETTING PRIORITIES FOR FILING
WRITTEN ARGUMENTS REGARDING CITY MEASURES AND
DIRECTING THE CITY ATTORNEY TO PREPARE AN IMPARTIAL
ANALYSIS
WHEREAS, a General Municipal Election is to be held in the City of Atascadero,
California, on November 8, 2016, at which there will be submitted to the voters the following
measures:
BALLOT MEASURE #____
Shall the office of City Clerk be appointive?
Yes
No
BALLOT MEASURE #____
Shall the office of City Treasurer be appointive?
Yes
No
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:
SECTION 1. That the City Council authorizes the following member(s) of the City
Council:
_________________________, Council Member In Favor
_________________________, Council Member In Favor
_________________________, Council Member In Favor
_________________________, Council Member In Favor
_________________________, Council Member In Favor
to file (a) written argument(s), not exceeding 300 words regarding the City measures as
specified above by printing name(s) and signature(s) of the author(s) submitting it, in accordance
with Article 4, Chapter 3, Division 9 of the Elections Code of the State of California. The
arguments may be changed or withdrawn until and including the date fixed by the City Clerk
after which no arguments for or against the City measure may be submitted to the City Clerk.
SECTION 2. That the city council directs the City Clerk to transmit a copy of the
measures to the city attorney, unless the organization or salaries of the office of the city attorney
are affected.
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a. The city attorney shall prepare an impartial analysis of the measures not
exceeding 500 words showing the effect of the measures on the existing law and the operation of
the measures. If the measures affect the organization or salaries of the office of the city attorney,
the city clerk shall prepare the impartial analysis.
b. The analysis shall include a statement indicating whether the measures were
placed on the ballot by a petition signed by the requisite number of voters or by the governing
body of the city.
c. In the event the entire text of the measures is not printed on the ballot, nor in the
voter information portion of the sample ballot, there shall be printed immediately below the
impartial analysis, in no less than 10-point type, the following: “The above statement is an
impartial analysis of Measure _____.”
d. The impartial analysis shall be filed by the date set by the City Clerk for the filing
of primary arguments.
SECTION 3. That the City Clerk shall certify to the passage and adoption of this
resolution and enter it into the book of original resolutions.
On motion by Council Member ____________ and seconded by Council Member
_________________, the foregoing Resolution is hereby adopted on the following roll call vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
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ATTACHMENT: 4
DRAFT RESOLUTION D
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, PROVIDING FOR THE FILING OF
REBUTTAL ARGUMENTS FOR CITY MEASURES SUBMITTED AT
MUNICIPAL ELECTIONS
WHEREAS, §9282 of the Elections Code of the State of California provides for written
arguments to be filed in favor of or against city measures not to exceed 300 words in length; and
WHEREAS, § 9285 of the Elections Code of the State of California authorizes the City
Council, by majority vote, to adopt provisions to provide for the filing of rebuttal arguments for
city measures submitted at municipal elections.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:
SECTION 1. That pursuant to Section 9285 of the Elections Code of the State of
California, when the elections official has selected the arguments for and against the measure
(not exceeding 300 words each) which will be printed and distributed to the voters, the elections
official shall send a copy of an argument in favor of the measure to the authors of any argument
against the measure, and a copy of an argument against the measure to the authors of any
argument in favor of the measure immediately upon receiving the arguments.
The author or a majority of the authors of an argument relating to a city measure may
prepare and submit a rebuttal argument not exceeding 250 words or may authorize in writing any
other person or persons to prepare, submit or sign the rebuttal argument.
A rebuttal argument may not be signed by more than five authors.
The rebuttal arguments shall be filed with the City Clerk, signed, with the printed
name(s) and signature(s) of the author(s) submitting it, or if submitted on behalf of an
organization, the name of the organization, and the printed name and signature of at least one of
its principal officers, not more than 10 days after the final date for filing direct arguments. The
rebuttal arguments shall be accompanied by the Form of Statement To Be Filed By Author(s) of
Argument.
Rebuttal arguments shall be printed in the same manner as the direct arguments. Each
rebuttal argument shall immediately follow the direct argument, which it seeks to rebut.
SECTION 2. That all previous resolutions providing for the filing of rebuttal arguments
for city measures are repealed.
SECTION 3. That the provisions of Section 1 shall apply at the next ensuing municipal
election and at each municipal election after that time.
SECTION 4. That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
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ATTACHMENT: 4
On motion by Council Member _______________and seconded by Council Member
__________________, the foregoing Resolution is hereby adopted on the following roll call
vote:
AYES:
NOES:
ABSENT:
ADOPTED:
CITY OF ATASCADERO
By:
Tom O’Malley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
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ITEM NUMBER: C-3
DATE: 06/14/16
Atascadero City Council
Staff Report - City Manager’s Office
Confirm the Appointment of the
Interim Fire Chief Mike Hubert
RECOMMENDATIONS:
Council:
1. Authorize the City Manager to execute an Agreement with Chief Mike Hubert to
serve as Interim Fire Chief in accordance with the provisions of Government
Code 21221(h); and
2. Approve Draft Resolution appointing Michael Hubert to the position of Interim
Fire Chief.
DISCUSSION:
Fire Chief Kurt Stone recently announced his retirement from the Atascadero Fire
Department, to be effective on June 24, 2016. This will create a vacancy in the City’s
Fire Chief position. The City has begun a widespread recruitment process in order to
attract the right candidate to fill the position. However, this critical safety position cannot
remain vacant until the recruitment process is completed and the right candidate is
confirmed, especially as we begin what could be an active and dangerous fire season.
Therefore, upon Council approval the City will enter into an Agreement with Fire Chief
Mike Hubert (retired) to temporarily serve as Interim Fire Chief until a permanent
replacement is selected.
Chief Hubert’s appointment as Interim Fire Chief will last no longer than six (6) months.
This interim position is created solely for a CalPERS retired annuitant to fill the vacant
position of Fire Chief, during the recruitment to permanently fill the vacancy, and
complies with the provisions of the Post-Retirement Public Employment under CalPERS
and PEPRA Legislation, G.C. Section 7522.56 and G.C. Section 21221(h).
Chief Hubert has a long and stellar career in Fire Service with over 40 years of
experience beginning as a Firefighter/Paramedic in the City of El Cajon in San Diego
County. He also served in the City of Poway as Division Chief responsible for Training
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ITEM NUMBER: C-3
DATE: 06/14/16
and Operations, and as Fire Marshal. Chief Hubert retired from Fire Service in 2011
after serving as Chief of the Five Cities Fire Authority and prior to that, as Chief of the
Arroyo Grande/Grover Beach Fire Department. Upon request, he returned from
retirement to serve as Interim Fire Chief of the Five Cities Fire Authority in 2012. His list
of accomplishments include successfully consolidating the Arroyo Grande, Grover
Beach and Oceano Fire Departments into the agency known as the Five Cities Fire
Authority; developing and implementing a regional Five Cities Reserve Firefighter
program; implementing a fuel modification program for the urban interface area within
the City of Arroyo Grande; as well as supervising and managing three fire department
agencies and reporting to two City Managers, a General Manager, two City Councils
and one Board of Directors.
By virtue of his background and experience, Chief Hubert is uniquely qualified and has
the requisite specialized skills, training and experience to serve as Interim Fire Chief for
the City. Chief Hubert has a Bachelor’s of Arts Degree in Public Administration from
San Diego State University. He and his wife Robin are residents of Atascadero.
FISCAL IMPACT:
The appointment of the Interim Fire Chief position will not exceed a period of six
months; the associated salary of $75,000 for that time period is included in the General
Fund Fire Department budget.
ATTACHMENT:
1. Draft Resolution
2. Interim Fire Chief Contract
Page 258
ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 1
DRAFT RESOLUTION
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, APPOINTING
MICHAEL HUBERT TO THE POSITION OF INTERIM FIRE CHIEF
WHEREAS, the City of Atascadero hereby appoints Michael Hubert as an interim
appointment retired annuitant to the position of Interim Fire Chief under Government Code sections
7522.56 and 21221(h), effective June 20, 2016; and
WHEREAS, an appointment under Government Code section 21221(h) requires an active,
publicly posted recruitment for a permanent replacement; and
WHEREAS, the current status of this recruitment is active and publicly posted for a
permanent replacement; and
WHEREAS, this section 21221(h) appointment shall only be made once and, therefore will
end no later than December 16, 2016; and
WHEREAS, the entire employment agreement, contract or appointment document between
Michael Hubert and the City of Atascadero has been reviewed by this body and is attached herein;
and
WHEREAS, no matters, issues, terms or conditions related to this employment and
appointment have been or will be placed on a consent calendar; and
WHEREAS, the employment shall be limited to 960 hours per fiscal year; and
WHEREAS, the compensation paid to retirees cannot be less than the minimum nor exceed
the maximum monthly base salary paid to other employees performing comparable duties, divided
by 173.333 to equal the hourly rate; and
WHEREAS, the maximum base monthly salary for this position is $12,321.44 and the
hourly equivalent is $71.085; and the minimum base monthly salary for this position is $10,187.83
and the hourly equivalent is $58.776; and
WHEREAS, the monthly base salary rate paid to Michael Hubert will be $12,321.44 and
the hourly equivalent is $71.085; and
WHEREAS, Michael Hubert has not and will not receive any other benefit, incentive,
compensation in lieu of benefit or other form of compensation in addition to this pay rate.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of Atascadero:
SECTION 1. The above recitals are true and correct.
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ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 1
SECTION 2. The foregoing Resolution hereby certifies the nature of the appointment of
Michael Hubert as described herein and detailed in the attached employment agreement, and that
this appointment is necessary to fill the critically needed safety position of Interim Fire Chief for the
City of Atascadero by June 20, 2016, until the recruitment process is completed, as the City is
entering into what is anticipated to be an active and dangerous fire season.
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: _______________________________
Tom O’Malley Mayor
ATTEST:
______________________________
Marcia McClure Torgerson, C.M.C.,City Clerk
APPROVED AS TO FORM:
______________________________
Brian A. Pierik, City Attorney
Page 260
CITY OF ATASCADERO
EMPLOYMENT AGREEMENT
THIS AGREEMENT, (hereinafter referred to as the “Agreement”) is made and entered
into this 20th day of June 2016, by and between the City of Atascadero, County of San
Luis Obispo, State of California, a municipal corporation (hereinafter referred to as the
“City”) and Michael Hubert (hereinafter referred to as “Hubert”).
SECTION 1 EMPLOYMENT
A. The City agrees to and shall employ Hubert as Interim Fire Chief of the City of
Atascadero. Hubert agrees to perform the functions and duties of the position of
Interim Fire Chief of the City of Atascadero as described by state law, the
Municipal Code of the City of Atascadero, the job description of the position of
Interim Fire Chief as developed by the City Manger of the City, and all other
duties and functions as the City Manager of the City shall from time to time
assign.
B. This interim position is created solely for a CalPERS retired annuitant to fill the
vacant position of Fire Chief during the recruitment to permanently fill the
vacancy, and complies with the provisions of the Post-Retirement Public
Employment under CalPERS and PEPRA Legislation, Government Code §
7522.56 and Government Code § 21221(h).
C. Hubert, by virtue of having previously been employed as Fire Chief for Five Cities
Fire Authority, and Fire Chief for the Cities of Arroyo Grande and Grover Beach
and having 35 years of experience as a firefighter, is uniquely qualified and has
the requisite specialized skills, training and experience to serve as Interim Fire
Chief for the City.
D. Hubert agrees to perform all such functions and duties to the best of his abilities
and in a competent and efficient manner. Hubert agrees to focus his full
professional time, ability and attention to City business during the term of this
Agreement and agrees not to engage in any other business pursuits whatsoever
or, directly or indirectly, render any services of a business, commercial or
professional nature to any other person or organization, whether for
compensation or otherwise, without the prior written consent of the City Manager.
E. Hubert represents that he is a retired annuitant of the California Public
Employees’ Retirement System (“CalPERS”) within the meaning of Government
Code § 21221(h) as of the effective date of this Agreement. Hubert
acknowledges that he is restricted to working no more than a combined 960
hours for the City, a state agency, or other CalPERS contracting agencies
(collectively “CalPERS Agencies”) during any fiscal year, and that his
compensation is statutorily limited as provided in Government Code § 21221(h).
Hubert represents that he has not received any unemployment compensation
ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 2
Page 261
City of Atascadero
Employment Agreement
Michael Hubert
Page 2 of 4
from any CalPERS Agencies during the 12-month period preceding the effective
date of this Agreement, that he has not received a retirement incentive upon
retirement within the meaning of Government Code § 7522.56(g), and that he
has attained normal retirement age within the meaning of Government Code §
21220.5
SECTION 2 TERM
A. Hubert shall serve at the will and pleasure of the City Manager. Nothing in this
Agreement shall prevent, limit or otherwise interfere with the right of the City
Manager to terminate the employment of Hubert at any time and for any reason,
or for no reason.
B. This Agreement shall become effective on June 20, 2016, and unless otherwise
terminated, shall remain in effect until December 16, 2016 and will not exceed
960 hours in any fiscal year.
C. Nothing in the Section shall or is intended to prevent, limit or otherwise interfere
with the right of the City or Hubert to terminate the employment of Hubert prior to
the expiration of this Agreement or any extension thereof.
SECTION 3 TERMINATION
A. The City Manager and Hubert may agree mutually in writing to terminate Hubert’s
employment.
B. The City may terminate Hubert’s employment at any time with or without cause
by providing two weeks’ notice. Upon termination, Hubert shall only be entitled to
the salary then due and owing him through the last day actually worked. Hubert
shall not be entitled to any severance under the Agreement.
C. Hubert may terminate his employment at any time for any reason by providing
two weeks’ written notice to the City Manager. In the event that Hubert provides
such written notice, he shall be entitled to receive at the termination of this
employment only unpaid base wages as may be due and payable under
applicable City rule, regulation or policy, and/or under applicable local, state or
federal law. Hubert shall not be entitled to any severance pay or other
compensation at the termination of his employment. During the period
subsequent to Hubert’s submission of his notice terminating his employment, he
shall continue to perform his duties as Interim Fire Chief pursuant to this
Agreement unless removed from those duties and/or terminated by the City
Manager pursuant to the terms of this Agreement.
ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 2
Page 262
City of Atascadero
Employment Agreement
Michael Hubert
Page 3 of 4
D. As required by Government Code § 56260, if the Agreement is terminated, the
maximum cash settlement that Hubert may receive shall be an amount equal to
the monthly salary of Hubert multiplied by the number of months left on the
unexpired term of this Agreement. As stated above, Hubert shall not be entitled
to any cash settlement, severance pay or other compensation upon termination
of this Agreement.
SECTION 4 SALARY AND COMPENSATION
A. Effective upon the commencement of this Agreement, the City shall pay to
Hubert a base salary of $12,321.44 per month. Pursuant to Government Code §
7522.56, the pay rate is not less than the minimum nor exceeds the maximum
monthly base salary paid to other employees performing comparable duties. This
salary shall be paid on a pro rated basis in regular installments pursuant to the
City’s normal payroll procedures.
B. The City shall deduct or withhold from Hubert’s salary any and all sums as
Hubert may from time to time direct, or as required by law, including but not
limited to, sums for the payment of federal, state and/or local income taxes and
Medicare tax withholding.
C. Hubert shall not receive any benefit, incentive, compensation in lieu of benefits,
or other form of compensation in addition to the monthly pay rate.
D. Hubert will comply with all applicable CalPERS rules and regulations governing
employment after retirement, including the recordation and reporting of all hours
worked for the City to CalPERS as may be required. The City shall assist in any
such reporting obligation to CalPERS. Additionally, Hubert shall keep City
continually informed of any hours worked by Hubert for other CalPERS agencies
during the term of this Agreement.
E. The City Manager shall fix any other terms and conditions of employment relating
to Hubert’s performance as the City Manager may from time to time determine,
provided that such other terms and conditions of employment are not contrary to
or inconsistent with the terms set forth in this Agreement, the City’s rules,
regulations and ordinances, local, state and/or federal law.
SECTION 5 GENERAL PROVISIONS
A. This Agreement constitutes the sole understanding and agreement of the City
and Hubert with respect to the matters set forth herein and supersedes any and
all prior negotiations, statements, instructions, representations or agreement,
whether written or oral.
ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 2
Page 263
City of Atascadero
Employment Agreement
Michael Hubert
Page 4 of 4
B. The parties agree and acknowledge that no representations, inducements,
promises or agreements, oral or otherwise, have been made by any party, or by
anyone acting on behalf of any party, which are not contained herein and that
any agreement, statement or promise not contained in this Agreement shall not
be valid or binding on either party.
C. Any amendment to this Agreement shall be valid only if in writing approved and
signed by both parties, unless otherwise specified in this Agreement.
D. If any provision of this Agreement is held by a court of competent jurisdiction to
be invalid, void or unenforceable, the remaining provisions shall nevertheless
continue in full force and effect.
E. If any action at law or in equity is necessary to enforce or interpret the terms of
this Agreement, the prevailing party shall be entitled to recover reasonable
attorney’s fees and costs in addition to any other relief to which that party may be
entitled.
F. This Agreement shall be governed by and construed in accordance with the laws
of the State of California.
IN WITNESS WHEREOF, the parties hereto have executed this agreement as of the
date and year first written above.
City: Hubert:
Rachelle Rickard Michael Hubert
City Manager
ITEM NUMBER: C-3
DATE: 06/14/16
ATTACHMENT: 2
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